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Committee  on  Publication 

Barton  W.  Evermann 

Chairman  and  Editor 

C.  Hart  Merriam  Henry  Gannett 

A.  D.  Hopkins  Arthur  L.  Day 


PROCEEDINGS 


OF  THE 


Washington  Academy  of  Sciences 


Vol.  VIII 


1906 


WASHINGTON 
May,  1906-MARCH,  1907 


AFFILIATED  SOCIETIES. 

Anthropological  Society  of  Washington. 

Biological  Society  of  Washington. 

Botanical  Society  of  Washington. 

Chemical  Society  of  Washington. 

Columbia  Historical  Society. 

Entomological  Society  of  Washington. 

Geological  Society  of  Washington. 

Medical  Society  of  the  District  of  Columbia. 

National  Geographic  Society. 

Philosophical  Society  of  Washington. 

Society  of  American  Foresters. 

Washington   Society    of  the  Archaeological   Institute 

of  America. 
Washington  Society  of  Engineers. 


3L1  L 


PRE98  OF 

The  New  Eh*  Printing  Company 
Lancaster,  Pa. 


CONTENTS. 

PAGE 

Mexican,    Central   American,    and    Cuban    Cambari ;  by   A.   E. 

Ortmann i 

The  Geodetic  Evidence  of  Isostasy ;  by  John  F.  Hayford      .  .     25 

Distribution  of  the  Lymphatics  in  the  Head,  and  in  the  Dorsal, 

Pectoral  and  Ventral  Fins  of  Scorpaenichthys  marmoratus ;  by 

Wm.  F.  Allen 41 

Evidences    bearing    on    Tooth-cusp    Development;    by    James 

Williams  Gidley 91 

New   Starfishes  from  the  Pacific  Coast  of  North  America;   by 

Walter  K.  Fisher in 

Notes  on  Japanese  Hepaticae  ;  by  Alexander  W.  Evans  .  .  141 
A  Study  of  Rhus  glabra;  by  Edward  L.  Greene  .         .         .   167 

Aspects  of  Kinetic  Evolution  ;  by  0.  F.  Cook  .  .  .  .  197 
Age  of  the  Pre-volcanic  Auriferous   Gravels  in  California ;  by 

J.  S.  Diller 405 

Aerial  Locomotion ;  by  Alexander  Graham  Bell  .         .         .  407 

On  a  Collection  of  Fishes  from  Buenos  Aires;   by  Carl  H.  Eigen- 

mann     ...........  449 

Histology  and  Development  of  the  divided  Eyes  of  certain  Insects  ; 

by  George  Daniel  Shaf er 46 1 

Index         ...........  487 


ILLUSTRATIONS 


FACING  PAGE 

I.   Lymphatic  System  in  Scorficenichthys  marmoratus 90 

II.  Portion  of  same  continued 90 

III .  Portion  of  same  continued 90 

IV.  Cheek  Teeth  of  Living  Insectivores  and  Bats 108 

V.  Teeth  of  Mesozoic  Mammals no 

VI.  Japanese  Hepaticae 162 

VII.  Japanese  Hepaticae 164 

VIII.  Japanese  Hepaticae ..    166 

IX.  LilienthaFs  and  Chanute's  Gliding  Machines 448 

X.  Langley's  Aerodrome  No.  5  in  flight  May  6,  1896 448 

XL  The  Accident  to  Langley's  Aerodrome 448 

XII.  The  Wright  Brothers'  Gliding  Machine 448 

XIII.  Bell  Tetrahedral  Kites 448 

XIV.  The  Bell  Tetrahedral  Kite,  "Frost  King" 44S 

XV.  The  Frost  King  flying  in  a  Ten-mile  Breeze 448 

XVI.  The  Bell  Tetrahedral  Kite  "  Siamese  Twins,"  front  view.   448 

XVII.  The  Bell  Tetrahedral  Kite  "  Siamese  Twins,"  rear  view.  448 

XVIII.  A  Floating  Kite,  adapted  to  be  towed  out  of  the  water  ..  448 

XIX.  The  Dirigible  Airships  "  Patrie  "  and  "  Villede Paris"..  448 

XX.  Count  von  Zeppelin's  Airship 448 

XXI.   Placostomus  lafilatce  Eigenmann 458 

XXII.  Loricaria  vetula  Cuvier  &  Valenciennes 45 S 

XXIII.  Po?nolobus    melanosto?nus,     Geophagus    australe    and 

Batrachops  scottii 45  8 

XXIV.  Divided  Eyes  of  Certain  Insects 480 

XXV.  Divided  Eyes  of  Certain  Insects 482 

XXVI.  Divided  Eyes  of  Certain  Insects 4S4 

XXVII.  Microphotographs  of  Insect  Eyes 4S6 


WASHINGTON   ACADEMY   OF  SCIENCES 
OFFICERS  ELECTED  JANUARY   17,   1907 


Presiden t 
Charles  D.  Walcott 

Vice-Presidents 

From   the  Anthropological  Society W.  H.  Holmes 

Archceological  Society John  W.  Foster 

Biological  Society Leonhard  Stejneger 

Botanical  Society David  White 

Chemical  Society F.  W.  Clarke 

Columbia  Historical  Society A.  R.  Spofford 

Entomological  Society A.  D.  Hopkins 

Geological  Society C.  Willard  Hayes 

Medical  Society D .  Kerfoot  Shute 

National  Geographic  Society Willis  L.  Moore 

Philosophical  Society John  F.  Hayford 

Society  of  Engineers F.  H.  Newell 

Society  of  American  Foresters Gifford  Pinchot 


Secretary 

Frank  Baker 


Class  0/1908 
Barton  W.  Evermann 
L.  O.  Howard 
O.  H.  Tittmann 


Treasarer 
Bernard  R.  Green 

Managers 

Class  0/1909  Class  of  1910 

L.  A.  Bauer  Frederick  V.  Coville 

C.  F.  Marvin  J.  S.  Diller 

C.  HartMerriam  Geo.  M.  Kober 


Standing  Committees  for  1907 


Committee  on  Meetings 
L.  A.  Bauer,  Chairman 
C.  W.  Hayes 
J.  D.  Morgan 
F.  V.  Coville 
E.  B.  Rosa 


Committee  on  Publication 

Barton  W.  Evekmann,   Chairman 
C.  Hart  Merriam 
Hfary  Gannett 
A.  D.  Hopkins 
Arthur  L.  Day 


Vlll 


WASHINGTON    ACADEMY    OF    SCIENCES 


Committee  on  Finance 

Tiieo.  N.  Gill,  Chairman 
Bernard  R.  Green 

E.  M.  Gallaudet 
L.  O.  Howard 
Geo.  O.  Smith 

Committee  on  Rules 
O.  H.  Tittmann,   Chairman 
A.  K.  Fisher 
J.  H.  Gore 

Committee  on  Membership 

F.  V.  Coville,   Chair 7na?t 
Willis  L.  Moore 

C.  K.  Wead 
Lyman  J.  Briggs 
Geo.  W.  Littlehales 

D.  K.  Shute 


Committee  on  Building 

Geo.  M.  Kober,  Chairman 
Lyman  J.  Briggs 
Arnold  Hague 
Geo.  T.  Vaughan 
David  White 

Committee  on  Functions 

C.  F.  Marvin,  Chairman 
F.  W.  Clarke 
R.  A.  Harris 

Committee  on  Affiliation 
F.  W.  Clarke,  Chairman 
Whitman  Cross 
J.  F.  Hayford 
C  L.  Marl att 
E.  W.  Nelson 


NINTH   ANNUAL   REPORT  OF  THE  SECRETARY,   1906. 

To  the  Washington  Academy  of  Sciences  : 

Mr.  President  and  Members  of  the  Academy :  During  the  period 
from  January  iS,  1906,  to  January  17,  1907,  the  Academy  has  held 
the  following  meetings  : 

January  iS,  1906  —  Annual  meeting  for  the  election  of  officers, 
etc. 

February  6,  1906  —  Meeting  to  hear  an  address  by  Prof.  Harry 
Fielding  Reid  on  "  The  Various  Methods  of  Estimating  the  Age  of  the 
Earth."  This  was  discussed  by  Prof.  Henry  F.  Osborn,  Prof.  Simon 
Newcomb  and  Mr.  Bailey  Willis. 

February  23,  1906  —  Meeting  to  hear  a  paper  on  u  Old  Age,  Its 
Nature  and  Cause,"  by  Prof.  Chas.  Sedgwick  Minot.  Discussed  by 
Prof.  A.  F.  A.  King,  Marshall  A.  Price  and  Dr.  Harvey  W. 
Wiley. 

February  27,  1906  —  Meeting  to  hear  the  annual  address  of  the 
President  of  the  Anthropological  Society,  Dr.  Geo.  M.  Kober,  on 
"  The  Health  of  the  City  of  Washington." 

April  14,  1906  —  Meeting  to  hear  a  paper  by  Mr.  John  F.  Hay- 
ford,  on  "  The  Recent  Geodetic  Evidence  of  Isostasy  and  its  bearing 
upon  the  greater  Geologic  Problems."  Introduced  by  Mr.  O.  H.  Titt- 
mann  and  dircussed  by  Major  C.  E.  Dutton,  Dr.  C.  Willard  Hayes 
and  others. 

May  17,  1906  —  Meeting  to  hear  an  address  by  Prof.  Francis  Gano 
Benedict  on  "The  Respiration  Calorimeter  and  the  Factors  of  Human 
Nutrition."  Discussed  by  Dr.  J.  B.  Nichols,  Dr.  E.  B.  Rosa,  and 
Dr.  C.  F.  Langworthy. 

November  27,  1906  —  Meeting  to  hear  an  address  by  Prof.  Chas. 
Hubbard  Judd  on  "  Visual  Perception."  Discussed  by  Prof.  G.  M. 
Stratton. 

December  13,  1906  —  Meeting  to  hear  an  address  by  Dr.  Alexander 
Graham  Bell  on  "  Aerial  Locomotion."  Discussed  by  Mr.  C.  F. 
Manly  and  Prof.  A.  F.  Zahm. 

At  the  meeting  of  November  27,  amendments  to  the  By-Laws  were 
adopted  providing  for  a  class  of  life  members. 

The  Board  of  Managers  has  held  eight  meetings  for  the  transaction 
of  business. 


X  WASHINGTON    ACADEMY    OF    SCIENCES 

Mr.  Alexander  Graham  Bell  having  resigned  the  office  of  Vice- 
President,  the  National  Geographic  Society  nominated  in  his  place 
Mr.  Willis  L.  Moore,  who  was  duly  elected  by  the  Board. 

Delegates  were  sent  to  represent  the  Academy  at  the  celebration  of 
the  200th  anniversary  of  Franklin's  birth  held  by  the  American  Philo- 
sophical Society,  April  17-20,  1906. 

A  Committee  of  Arrangements  has  been  appointed  to  prepare  for 
the  reception  of  the  International  Zoological  Congress  which  is  to 
visit  Washington  in  August,  1907. 

At  the  time  of  the  passage  by  Congress  of  the  bill  establishing  a 
Board  of  Education  in  the  District  of  Columbia  the  Managers  sent  to 
each  Justice  of  the  Supreme  Court  of  the  District  of  Columbia  a  reso- 
lution recommending  the  appointment  on  the  Board  of  one  or  more 
members  of  recognized  ability  and  attainment  in  some  of  the  natural 
sciences  and  who  are  thoroughly  familiar  with  modern  methods  of 
scientific  teaching.  Dr.  Barton  W.  Evermann  was  subsequently 
appointed. 

Vol.  VII  of  the  Proceedings  has  been  completed  and  issued  during 
the  year  and  Vol.  VIII  is  well  advanced  toward  completion.  A  new 
catalogue  of  the  members  of  the  Academy  and  Affiliated  Societies  has 
been  projected  and  is  now  in  course  of  preparation. 

Application  having  been  made  by  the  Washingten  Society  of  Engi- 
neers for  admission  to  the  group  of  Affiliated  Societies  it  was  favor- 
ably considered  by  the  Board.  A  vote  of  the  Academy  is  now  being 
taken  by  correspondence,  as  provided  by  Art.  VI,  Sec.  2,  of  the  By- 
Laws. 

The  Academy  has  suffered  the  following  losses  by  death  during  the 
year  : 

H.  G.  Ogden  died  February  26,  1906. 

S.  P.  Langley  died  February  27,  1906. 

The  statistics  of  membership  at  this  date  are  as  follows  : 

Patrons : 

At  date  of  last  report S 

Elected  during  the  year o  S 

Honorary  Members : 

At  date  of  last  report o 

Elected  during  the  year 1  1 

Life  Members : 

At  date  of  last  report o 

Elected  during  the  year       1  1 


NINTH    ANNUAL    REPORT    OF    THE    TREASURER  XI 

Resident  Members : 

At  date  of  last  report 167 

Elected  and  qualified  during  the  year   10 

Transferred  from   non-resident  list 1         178 

Deceased  2 

Resigned 4 

Transferred  to  honorary  list 1        7  171 

Non-resident  Members : 

At  date  of  last  report 173 

Elected  and  qualified  during  the  year 13        186 

Resigned 9 

Transferred  to  life  list 1 

Transferred  to  resident  list 1        11  175 

356 
Counted  twice 1 

Total  membership  January  17,  1907  355 

Respectfully  submitted, 

Frank  Baker, 

Secretary. 
January  17,  1907. 


NINTH  ANNUAL  REPORT  OF  THE  TREASURER,  1906. 

To  the  Washington  Academy  of  Sciences  : 

The  Treasurer  has  the  honor  to  submit  the  following  annual  report 
of  receipts,  disbursements,  and  funds  in  his  hands  for  the  year  from 
January  1,  1906,  to  December  31,  1906,  when  the  account  was  closed 
and  balanced  : 

The  receipts  during  the  year  have  been  as  follows  : 

Dues  of  resident  members,  1903 $     5.00 

Dues  of  resident  members,  1904 10.00 

Dues  of  resident  members,  190^ 65.00 

Dues  of  resident  members,  1906 710.00    $     790.00 

Dues  of  non-resident  members,  1904 5-oo 

Dues  of  non-resident-members,  1905 30.00 

Dues  of  non-resident  members,  1906 775.20 

Dues  of  non-resident  members,  1907 ^.00           S15.20 


xii  WASHINGTON    ACADEMY    OF    SCIENCES 

Sales  of  Publications  and  refunds  from  authors  for  re- 
prints, etc  164.56 

Interest  on  bank  deposits  and  investments 622.97 

Cash  returned  by  Committee  on  Meetings,  balance  not 
used  expenses  meetings  of  November  27  and  December 
13,   1906 9. 84 

Total  receipts $2,402.57 

The  amounts  and  objects  of  the  expenditures  were  as  follows  : 
Paid  on  account  of  expenses  incurred  in  previous  year,  1905  : 

Secretary's  office $     6.40 

Meetings I7'7° 

Publishing  Vol.  VII  of  Proceedings 441.00 

Editor's   office,  1905 500.00  965.10 

Paid  on  account  of  expenses  of  the  past  year,  1906 : 

Secretary's  office $     33.71 

Treasurer's  office 101.39 

Meetings  291.09 

Publishing  Vol.  VIII  of  Proceedings 632.07 

Greeting  to  American  Philosophical  Society 

of  Philadelphia 15.00     $1,073.26 

Total  disbursements  $2,038.36 

Statement  of  Account. 

Balance  from    last  annual  statement $    810.^3 

Receipts  duringthe  year 2,402.57 

To  be  accounted  for $3,213.10 

Disbursements  during  the  year 2,038.36 

Cash  balance  on  hand $1,174.74 

Of  this  balance   $195.09  belongs  to  the  permanent  fund,  leaving 
$979.65  available  for  general  expenses. 

These  funds  are  on  deposit  with  the  American  Security  and  Trust 
Company,  drawing  2  per  cent,  interest. 

The  only  outstanding  bills  within  the  knowledge  of  the  Treasurer 
are  : 

Editor's  office,  1906  $500.00 

Expenses  of  meetings 8.75 

Expenses  of  Secretary's  office 27.00 


NINTH    ANNUAL    REPORT    OF    THE    TREASURER  Mil 

and  the  completion  and  binding  of  Vol.  VIII  of  the  Proceedings, 
which,  it  is  understood,  will  not  exceed  the  balance  of  funds  on  hand. 
Dues  remain  unpaid  as  follows  : 

For  1902,  $   10 

*903i  x5 

i9°4.  35 

1905,  60 

1906,  250 
$37o 

The  investments  are  the  same  as  stated  in  the  last  annual  report, 
namely  : 

Cash  on  hand  belonging  to  permanent  fund $     195.09 

809  shares  stock  of  Washington  Sanitary  Improvement  Co.     8,090.00 

1  share  stock  of  Colonial  Fire  Insurance  Co 100.00 

2  shares  stock  Scheutzen  Park  Land  &  Building  Associa- 
tion, par  value  $100,  actual  value  doubtful,  say  $44.00  SS.00 

2  first  trust  notes  of  Laura  R.  Green,  3  years,  5  per  cent. 

interest,  for  $2,000,  and  $1,500 3,500.00 

1  first  trust  note  of  Aurelius  R.  Shands,  3  years,  4^  per 

cent,  interest 444.44 

$12,417.53 

The  two  notes  of  Laura  R.  Green  are  deposited  with  Thos.  J. 
Fisher  &  Co.,  Washington,  D.  C,  for  collection  of  interest,  and  the 
remainder  of  the  investments  are  in  the  Academy's  safe  deposit  box  at 
the  Union  Trust  Company. 

Respectfully  submitted, 

Bernard  R.  Green, 

Treasurer. 
January  5,  1907. 


PROCEEDINGS 

OF   THE 

WASHINGTON   ACADEMY  OF   SCIENCES 

Vol.  VIII,  pp.  1-24.  May  3,  1906. 


MEXICAN,  CENTRAL  AMERICAN,  AND  CUBAN 

CAMBARI. 

By  A.  E.  Ortmann, 
Carnegie  Museum,  Pittsburg,  Pa. 

The  larger  part  of  the  material,  upon  which  the  following 
notes  are  based,  was  loaned  to  the  writer  by  the  Museum  of 
Natural  History  of  Paris  through  the  kindness  of  Professor  E. 
L.  Bouvier,  for  which  I  wish  to  express  my  most  sincere  thanks. 
I  am  also  under  obligations  to  the  Academy  of  Natural  Sciences 
of  Philadelphia,  where  I  was  granted  the  privilege  of  examin- 
ing the  crawfish-collections  ;  some  of  this  material  has  also  been 
used  for  the  following  notes. 

I.     Subgenus  PARACAMBARUS,   new  subgenus. 

Paracambarus,    new    subgenus    of    Potamobiidas     ( Cambarus 

■paradoxus ) . 

Sexual  organs  of  male  with  the  two  parts  in  close  apposition 
to  their  tips ;  in  the  male  of  the  first  form,  both  tips  are  shortly 
pointed  and  horny  ;  in  addition  there  is,  on  the  posterior  margin 
of  Ire  inner  part,  at  a  short  distance  from  the  tip,  a  long  and 
strong,  horny  spine.  Anterior  margin  of  sexual  organs  with- 
out shoulder.  Male  with  hooks  on  the  ischiopodite  of  fourth 
perciopods  only.  Female  with  a  spin  form  process  on  the 
sternum  between  the  fifth  perciopods. 

The  presence  of  hooks  only  on  the  fourth  pereiopods  of  the 
male,  and  the  peculiar  spine  of  the  sternum  of  the  female  dis- 
Proc.  Wash.  Acad.  Sci.,  May,  1906.  1 


2  ORTMANN 

tinguish  this  subgenus  at  once  from  all  other  Cambari}  The 
male  copulatory  organs  are  also  different  from  those  of  any- 
other  species  of  the  genus,  but  they  approach,  to  a  certain  de- 
gree, those  of  the  subgenera  Procambarus  and  Cambarus. 

This  is  the  sixth  subgenus  distinguished  by  the  writer  within 
the  genus  Cambartis.2  It  may  be  well  to  point  out  here  the 
most  important  characters  of  these  six  subgenera  by  arranging 
them  into  a  key. 

KEY    FOR    THE    SUBGENERA    OF    CAMBARUS. 

a.  Outer  and  inner  part  of  male  sexual  organs  in  close  apposition  up 
to  their  tips ;   tips  in  the  male  of  the  first  form  horny  or  soft, 
with  accessory  horny  spines. 
b.   Both  tips  of  male  organs  horny;   inner  part  with  a  strong  acces- 
sory spine  on   posterior   margin.      Female  with   a   spine   on 
sternum  between  fifth  pereiopods.     Male  with  hooks  on  ischi- 

opodite  of  fourth  pereiopods Paracantbarus. 

bb.   Both  tips  of  male  organs  soft,  with  accessory  horny  spines  on 

one  of  them.     Female  without  spine  on  sternum  between  fifth 

pereiopods.    Male  with  hooks  on  ischiopodite  of  third,  or  of 

third  and  fourth  pereiopods. 

c.  Male  organs  with  a  small  accessory  spine,  belonging  to  the 

inner  part ;   anterior  margin  with  a  shoulder  near  the  tips ; 

male  with  hooks  on  third  pereiopods Procambarus. 

cc.  Male  organs  with  one  to  three  horny  accessory  spines  (often 
tuberculiform  or  plate-like),  belonging  to  the  outer  part; 
shoulder  generally  absent,  if  present,  remote  from  the  tips  ; 
male  with  hooks  on  third,  or  on  third  and  fourth  pereiopods. 

Cambarus. 

aa.   Outer  and  inner   part  of   male   sexual  organs  distinctly  separated 

for  a  more  or  less  considerable  distance  at  the  tips;   outer  part, 

in  the  male  of  the  first  form,  entirely  transformed  into  a  horny 

spine,  rarely  with  a  soft  secondary  spine. 

d.   Outer  part  of   male  organs  consisting  of  two  rather  long  spines, 

one   horny,   the  other  soft,  bristle-like ;   male  with   hooks  on 

second  and  third  pereiopods Cambarellus. 

dd.   Outer  part  of   male  organs  formed   by  one  single  horny  spine; 

1  Except  Cambarus  montezuma;  (subgenus  Cambarellus). 

2  See  Proc.  Amer.  Philos.  Soc,  XLIV,  1905,  96  and  97,  and  Ann.  Carnegie 
Mus.,  III.  1905,  437. 


MEXICAN,  CENTRAL  AMERICAN,  AND  CUBAN  CAMBARI     3 

male  generally  with  hooks  on  third  pereiopods,  rarely  on  third 
and  fourth  pereiopods. 
e.   The  two  parts  of  the  male  organs  shorter  or  longer,  often  very 

long,  straight,  divergent,  or  gently  curved Faxonius. 

ee.  The  two  parts  of  the  male  organs  with  rather  short,  sharply 
recurved  tips,  forming  about  a  right  angle  with  the  basal 
part Bartonius. 

Paracambarus  stands  very  isolated  within  the  genus.  We 
have  regarded  Procambartis  as  representing  to  a  degree  the  old 
original  stock  of  the  genus.  Paracambarus  is  more  closely 
related  to  Procambarns  than  to  any  other  subgenus,  but  there 
is  no  direct  genetic  connection  imaginable.  Although  probably 
derived  from  common  ancestors,  each  has  apparently  gone  its 
own  way  of  development,  Paracambai'us  being  rather  extreme 
and  one-sided  in  certain  characters. 

The  only  species,  upon  which  this  subgenus  is  founded,  is 
new,  and  the  description  is  as  follows  : 

CAMBARUS  (PARACAMBARUS)  PARADOXUS, 

new  species. 
Diagnosis :  Rostrum  subovate,  slightly  concave  above,  mar- 
gins converging,  without  marginal  spines,  contracted  into  a 
short,  triangular  acumen ;  carapace  without  lateral  spines ; 
areola  wide,  slightly  longer  than  half  of  the  anterior  section  of 
the  carapace  ;  first  pereiopods  with  the  chela  subovate,  swollen  ; 
palm  subcompressed,  covered  with  strong,  subsquamose  tu- 
bercles, which  form,  near  the  inner  margin,  two  to  three  irregu- 
lar, longitudinal  rows ;  fingers  longer  than  the  palm,  with  tu- 
bercles at  the  bases,  and  a  longitudinal  rib  on  the  outer  faces ; 
cutting  edges  with  strong,  irregular  tubercles.  Carpopodite 
granulated  and  tuberculated,  spinose  on  inner  and  lower  side. 
Only  fourth  pereiopods  hooked  in  the  male.  First  abdominal 
appendages  of  male  with  both  parts  in  close  apposition  to  the 
tips  ;  tips  horny  in  the  male  of  the  first  form,  both  with  a  slight 
outward  and  backward  curve ;  inner  part  on  posterior  side,  a 
short  distance  from  the  tip,  with  a  strong  and  long,  spiniform 
process.  Annulus  ventralis,  of  the  female  forming  an  almost 
semicircular,  transverse  elevation,  convex  anteriorly,  depressed 


4  ORTMANN 

and  concave  posteriorly.  Sternum  between  fifth  pereiopods 
with  a  strong,  triangular,  anteriorly  directed,  spiniform  process. 

Description  of  adult  male  of 'Jirsl  form : 

Rostrum  subovate,  upper  face  slightly  concave,  margins 
elevated,  converging,  without  marginal  spines,  contracted  into 
a  short,  triangular  acumen,  which  is  shorter  than  the  width  of 
the  rostrum  at  the  base.  Postorbital  ridges  subparallel,  ante- 
riorly without  spines.  Carapace  rather  compressed,  covered 
with  punctations,  which  are  rather  large  on  gastrical  region  and 
base  of  rostrum  ;  sides  of  carapace  finely  granulated,  granules 
more  distinct  on  hepatical  region.  Suborbital  angle  blunt. 
Branchiostegal  spine  short,  tuberculiform ;  cervical  groove 
slightly  sinuate  ;  no  lateral  spines  on  the  sides  of  the  carapace  ; 
areola  wide,  with  four  to  five  irregular  rows  of  punctations, 
slightly  longer  than  half  of  the  anterior  section  of  the  carapace 
(including  rostrum). 

Abdomen  as  wide  as,  and  longer  than,  carapace  ;  basal  seg- 
ment of  telson  with  three  or  four  spines  on  each  side ;  posterior 
segment  semicircular. 

Eftistoma  with  anterior  part  broadly  triangular,  sharply 
pointed  in  the  median  line ;  lateral  margins  concave  anteriorly, 
convex  posteriorly ;  aniennal  scale  broad,  greatest  width  ante- 
rior to  the  middle  ;  flagellum  rather  short,  reaching  to  the  second 
or  third  abdominal  segment. 

First  -pcreio-pods  rather  stout;  hand  elongated-ovate,  slightly 
compressed  ;  surface  with  strong,  subsquamiform  tubercles,  dif- 
fering in  color  from  the  surface  of  the  hand,  being,  in  alcoholic 
specimens,  bluish  black,  while  the  rest  of  the  hand  is  brownish 
yellow  ;  tubercles  irregularly  distributed,  but  with  the  tendency 
to  form  two  or  three  rows  near  the  inner  margin,  and  slightly 
more  crowded  on  the  rounded  outer  margin  of  the  hand  ;  on 
under  surface  of  hand,  the  tubercles  are  more  remote  from  each 
other,  and  not  colored  differently  from  the  surface.  Fingers 
distinctly  longer  than  the  palm,  slightly  gaping  at  the  bases, 
each  with  a  smooth  longitudinal  rib  on  outer  and  inner  face, 
included  by  rows  of  punctations  ;  tubercles  of  palm  extending 
upon  bases  of  both  fingers,  and  forming  a  short  row  upon  prox- 
imal part  of  outer  margin  of  movable  finger  ;   cutting  edges  with 


MEXICAN,  CENTRAL  AMERICAN',  AM)  CUBAN  CAMBARI     5 

irregular,  strong  tubercles  ;  tips  horny,  and  generally  another 
horny  tooth  a  short  distance  from  tip  on  cutting  edge  of  the  im- 
movable finger. 

Carpopodite  short,  with  a  longitudinal  sulcus  above,  granu- 
lated and  tuberculated  ;  tubercles  forming  one  or  two  spines  on 
distal  end  of  inner  margin,  and  two  other  spines  on  lower  sur- 
face, one  on  anterior  margin,  the  other  at  the  lower  articulation 
with  the  hand.  Meropodite  granulated,  but  almost  smooth  on 
the  larger  portion  of  outer  and  inner  face  ;  several  strong  tuber- 
cles at  distal  end  of  upper  margin  ;  inner  and  outer  lower 
margins  each  with  a  row  of  strong,  spiniform  tubercles,  the 
outer  row  shorter.  All  the  tubercles  of  the  chelipeds  appear 
squamiform  on  account  of  a  fringe  of  short,  stiff  hairs  at  their 
anterior  edges. 

Ischioftodite  of  fourth  fierct'oflods  with  a  strong  hook  ;  this 
hook  has  a  subcompressed,  broad  base,  and  is  subcompressed, 
but  narrower  at  the  tip,  and  is  slightly  twisted.  The  ischiopo- 
dite  of  the  third  pereiopods  is  without  hook,  and  there  is  only 
a  slight,  almost  imperceptible  elevation  at  its  inferior  margin. 


Fig.  i.     Cambarus  paradoxus,  sp.  n.     First  pleopod  (right  side)  of  male  (I). 
a,  outer  view;  b,  inner  view.     Enlarged  about  tour  times. 

First  pleopods  (see  Fig.  i)  reaching  to  the  middle  of  the  bases 
of  the  third  pereiopods,  stout,  slightly  curved  backward  ;  inner 
and  outer  parts  subequal,  in  close  apposition  to  the  tips.  Both 
tips  curved  gently  backward,  and  slightly  outward,  horny ; 
inner  part,  on  posterior  margin,  at  a  short  distance  from  the  tip, 
with  a  strong,  spiniform  process,  going  off  at  an  acute  angle, 
and  being  longer  than  the  two  tips  of  this  organ. 

Male  of  the  second  form :  Tips   of   inner  and  outer  parts  of 


6  ORTMANN 

sexual  organs,  as  well  as  the  spiniform  process,  not  horny ; 
hook  of  fourth  pereiopods  smaller  and  weaker. 

Female:  Similar  to  the  male,  but  chelae  not  so  strong.  An- 
nulus  ventralis  transversely  semicircular,  anterior  margin  con- 
vex, elevated,  with  a  curved  longitudinal  fissure ;  posterior 
margin  with  a  subtriangular  depression.  Sternum  between  the 
fifth  pereiopods  with  a  triangular,  spiniform  process,  directed 
forward,  which  fits  into  the  depression  of  the  annulus. 

Aside  from  the  peculiarities  offered  by  the  subgeneric  charac- 
ters, this  species  is  also  remarkable  for  its  chelae,  which  differ 
in  a  number  of  features  from  the  types  of  chelae  usually  seen 
in  the  genus  Cambarus. 

Measurements  : 

The  following  are  the  dimensions  of  the  three  type-speci- 
mens :  c?  (I) :  total  length  48  mm.;  carapace  23;  anterior  part 
15,  posterior  part  8  ;  abdomen  25  ;  hand  17,  palm  7,  fingers  10 ; 
width  of  hand  7.  —  c?  (II) :  total  length  48.5  mm.;  carapace 
23.5,  anterior  part  15.5,  posterior  part  8  ;  abdomen  25  ;  hand  16, 
palm  6.5,  fingers  9.5  ;  width  of  hand  6. —  9  :  total  length  48 
mm.  ;  carapace  23,  anterior  part  15,  posterior  part  8  ;  abdomen 
25  ;  hand  15,  palm  6.5,  fingers  8.5  ;  width  of  hand  6. 

The  largest  cT  (I)  measures  51  mm.,  and  the  largest  9 
54.5  mm. 

Locality :  Sierra  de  Zacapoaxtla,  State  of  Puebla,  Mexico. — 
L.  Diguet  coll.  1904  ("  ruisseaux  torrentueux  des  montagnes,  a 
le  cafiada  de  Tetela  de  Ocampo").  (Mus.  Paris,  numerous 
specimens.) 

II.    CAMBARUS  (PROCAMBARUS)  PILOSIMANUS, 

new  species. 

Diagnosis :  Rostrum  subplane,  with  a  marginal  spine  on  each 
side  ;  carapace  with  two  lateral  spines  on  each  side  ;  areola  nar- 
row, as  long  as,  or  longer  than,  half  of  the  anterior  section  of 
the  carapace  ;  first  pereiopods  with  the  chela  long,  subcylindri- 
cal,  slightly  compressed,  covered  with  tubercle-like  granules  ; 
fingers  about  as  long  as  the  palm,  each  with  a  smooth  longi- 
tudinal ridge  on  the  outer  side,  for  the   rest  densely  pilose  on 


MEXICAN,   CENTRAL    AMERICAN,   AND    CUBAN    CAMBARI  7 

outer  and  inner  sides,  the  hairs  extending  upon  the  distal  part 
of  the  palm.  (In  young  individuals,  the  pilosity  is  less  marked 
or  even  absent.)  Carpopodite  and  meropodite  granulated,  and 
with  a  few  granules  developed  into  sharp  spines  on  the  inner 
and  lower  sides  (indistinct  in  old  individuals) ;  third  pereiopods 
hooked  in  the  male ;  first  abdominal  appendages  of  male  with 
inner  part  pointed  and  straight,  longer  and  much  thinner  than 
the  broad  and  blunt  outer  part;  shoulder  of  anterior  margin 
only  slightly  developed  ;  inner  face  flattened  and  only  slightly 
dilated.     Annulus  ventralis  of  the  female  conically  elevated. 

Description  of  adult  male  of  the  first  form : 

Rostrum  subplane,  margins  elevated,  gradually  convergent, 
slightly  convex,  chiefly  so  anteriorly,  with  a  distinct  marginal 
spine  on  each  side  a  short  distance  from  the  tip  ;  acumen  trian- 
gular, rather  short,  shorter  than  width  of  rostrum  at  base  ;  mar- 
gins of  acumen  hairy ;  postorbital  ridges  subparallel,  ending 
in  a  spine  anteriorly  ;  carapace  compressed,  thickly  and  finely 
punctate,  and  finely  granulated  on  the  sides  ;  suborbital  angle 
blunt ;  branchiostegal  spine  small  ;  cervical  groove  sinuate,  two 
lateral  spines  on  each  side  behind  the  cervical  groove ;  areola 
very  narrow,  but  not  obliterated,  with  one  irregular  row  of  punc- 
tations,  longer  than  half  of  the  anterior  section  of  the  carapace 
(including  rostrum). 

Abdomen  about  as  long  and  as  wide  as  the  carapace;  basal 
segment  of  telson  with  two  (rarely  three)  spines  on  each  side  ; 
posterior  segment  broadly  rounded,  short. 

Epistoma  with  anterior  part  triangular,  obtuse ;  antcnnal 
scale  broad,  broadest  in  the  middle ;  flagellum  longer  than  the 
carapace,  but  shorter  than  the  whole  body. 

First  pereiopods  elongated,  subcylindrical ;  hand  elongated, 
slightly  compressed,  with  subparallel  margins,  widest  at  the  base 
of  the  fingers  ;  surface  thickly  granulate,  granules  tuberculi- 
form,  rounded,  a-ery  distinct,  subequal ;  fingers  about  as  long 
as  the  palm,  both  on  outer  faces  with  a  smooth  longitudinal 
ridge  ;  for  the  rest,  the  fingers  are  thickly  pilose  on  outer  and 
inner  side,  the  pilosity  extending  a  short  distance  upon  the  palm 
on  both  faces  ;  carpopodite  subcylindrical,  with  an  indistinct, 
longitudinal  sulcus  on  upper  side  ;  granulated  everywhere,  gran- 


8 


ORTMANN 


ules  largest  on  inner  side  ;  a  granule  each  at  the  distal  end  of 
inner  margin,  on  the  anterior  margin  of  inner  side,  and  at  distal 
end  of  lower  margin,  more  strongly  developed  and  subspini- 
form  (  often  only  indistinctly  so  ) ;  meropodite  granulated,  gran- 
ules indistinct  on  outer  and  inner  faces ;  a  subspiniform  one 
near  distal  end  of  upper  margin,  and  several  subspiniform  ones 
on  lower  side  (often  indistinct). 

Ischiopodite  of third  pair  of  pcreiopods  with  a  strong  hook. 


Fig.  2.      Cambarus  filosimanus,  sp.  n.     First  pleopod  (right  side)  of  male  (I), 
a,  outer  view;    l>,  inner  view.     Enlarged  about  four  times. 

First  pleopods  (see  fig.  2)  rather  short,  straight ;  anterior 
margin  with  an  indistinct,  blunt  shoulder  near  the  tips ;  outer 
and  inner  part  in  close  apposition  to  their  tips ;  tip  of  outer  part 
very  blunt  and  rounded,  slightly  compressed  in  the  antero- 
posterior direction  ;  tip  of  inner  part  straight,  thin  and  pointed, 
distinctly  longer  than  outer  part ;  at  its  base,  on  the  anterior 
side,  in  front  of  the  shoulder,  there  is  a  short,  procurved,  horny 
spine ;  inner  part  flattened  on  inner  face,  slightly  dilated,  with 
hairs  radiating  from  an  indistinct  oblique  rib. 

Male  of  second  form:  The  horny  spine  of  the  copulatory 
organs  is  replaced  by  a  small,  soft,  blunt  tubercle. 

Young  males  (of  first  or  second  form),  less  than  50  mm.  total 
length,  differ  in  the  areola,  which  is  about  as  long  as  the  ante- 
rior section  of  the  carapace  ;  chelipeds  shorter  and  weaker, 
their  granulations  indistinct;  they  have  short,  scanty  hairs,  and 
the  fingers  are  not  pilose;  carpopodite  with  well  developed 
spines;  meropodite  also  with  sharp  spines;  one  near  distal 
end  of  upper  margin,  one  at  distal  end  of  outer  lower  margin, 
and  one  or  two  at  distal  end  of  inner  lower  margin  ;  besides, 


MEXICAN,  CENTRAL  AMERICAN,  AND  CUBAN  CAMBARI     9 

there  are  one  to  three  more,  forming  an  irregular  row  in  the 
middle  of  the  lower  side. 

Female:  Young  females  are  like  young  males,  older  indi- 
viduals have  the  pilosity  of  the  fingers  well  developed,  but  the 
chelipeds  are  less  elongated  than  in  old  males,  and  consequently 
comparatively  broader.  The  spines  of  meropodite  and  carpop- 
odite  of  the  chelipeds  also  have  the  tendency  to  disappear  in 
very  old  individuals.  Annulus  ventralis  a  blunt,  low,  sub- 
conical  tubercle,  with  an  S-shaped  longitudinal  fissure. 

Mcasurc?nents : 

The  following  are  the  measurements  of  the  two  type-speci- 
mens :  cT  (I):  total  length  72  mm.  ;  carapace  36,  anterior  sec- 
tion 23,  posterior  section  13  ;  abdomen  36;  length  of  hand  30, 
width  of  hand  8.  9  :  total  length  62  mm.;  carapace  31,  an- 
terior section  20,  posterior  section  11  ;  abdomen  31  ;  length  of 
hand  19,  width  of  hand  6. 

The  largest  females  measure  68  mm.  ;  the  largest  male  is  the 
above  type. 

Localities : 

T}rpes  and  Cotypes  :  Coche,  pres  de  la  riviere  de  Coban, 
Guatemala. — Exped.  du  Mexique.  Bocourt  (Mus.  Paris,  10 
cf(I),  3  c?(II),  9  9).1 

Belize,  British  Honduras.  — Exped.  du  Mexique  (Mus.  Paris, 
id1  (I)). 

Remarks:  There  is  quite  a  difference  in  the  features  of  old 
and  young  individuals.  Generally,  in  specimens  less  than  45 
mm.  long,  the  pilosity  of  the  fingers  is  not  developed,  and  merop- 
odite and  carpopodite  of  the  chelipeds  possess  sharp  spines. 
There  is  a  £,45  mm.  long,  which  shows  traces  of  pilosity, 
while  two  males  of  the  first  form,  of  49  and  50  mm.  respectively, 
do  not  show  it.  The  smallest  male  of  the  first  form  that  has  it, 
is  58  mm.  long.  Upward  of  this  size  all  specimens  have  the 
fingers  densely  pilose.  The  spines  of  the  chelipeds  disappear 
entirely  only  in  the  oldest  individuals;  the  smallest  male  (first 

1  I  have  not  been  able  to  locate  this  place,  nor  a  river  "  Coban  " ;  but  Coban 
is  the  well-known  capital  of  the  province  of  Alta  Vera  Paz.  The  river  at  Coban 
is  called  Rio  Cahabon.  Coban,  Alta  Vera  Paz,  is  the  locality  for  a  species  of 
Cambarus  mentioned  by  Huxley  (1S7S). 


IO  ORTMANN 

form),  in  which  they  have  disappeared,  is  58  mm.  long,  but  in 
another,  62  mm.  long,  they  are  still  recognizable.  Three  other 
males  of  the  first  form,  69,  71,  72  mm.,  have  no  spines.  In 
the  females,  the  spines  generally  persist  up  to  a  size  of  60  and 
62  mm.,  but  they  are  missing  in  two  females  of  62  and  68  mm. 
length. 

Cambarns  pilosimanus  is  closely  allied  to  C.  williamsoni  Ort- 
mann  '  from  Los  Amates,  near  Izabal,  Guatemala.  Indeed,  it 
may  be  identical  with  it.  The  difference  of  the  pilosity  of  the 
chelse  in  old  individuals  of  C.  pilosimanus  is  very  marked  how- 
ever, but  we  are  to  bear  in  mind  that  the  largest  individual  of  C. 
•williamsoni was  rather  small  (51.5  mm.).  Aside  from  the  pilos- 
ity of  the  chelse,  the  only  important  difference  noted  is  in  the 
male  copulatory  organs,  C.  filosimanus  having  the  shoulder 
less  developed,  and  the  tips  of  the  inner  and  outer  part  more 
strongly  contrasted.  But  this  difference  is  not  necessarily  spe- 
cific, since  for  the  rest  the  copulatory  organs  of  both  species  are 
built  according  to  the  same  plan.  Other  differences  are  only 
slight  and  apparently  unimportant.  In  the  young  of  C.  pilosi- 
manus, where  the  pilosity  of  the  chelse  is  not  developed,  the  car- 
popodite  and  meropodite  always  possess  a  number  of  sharp 
spines,  while  in  C.  williamsoni  only  in  the  very  young  are 
traces  of  such  spines  visible  on  the  meropodite.  In  specimens 
of  about  the  same  size,  the  granulations  of  the  hand  are  more 
distinct  in  C.  williamsoni,  although  in  old  individuals  of  C. 
filosimanus  the  granules  are  much  stronger  than  in  any  speci- 
mens of  C.  williamsoni  that  are  known.  Further,  the  hand  of 
C.  pilosimanus  is  comparativel}'  less  slender,  and  is  broader 
than  in  C.  williamsoni. 

The  close  affinity,  if  not  identity,  of  these  two  species  is  also 
borne  out  by  the  geographical  distribution,  but  the  two  known 
localities  of  C.  pilosimanus  are  farther  north  than  that  of  C. 
williamsoni.  It  is  quite  possible  that  additional  material  will 
demonstrate  their  identity,  but  for  the  present  I  separate  them, 
since  there  is  no  individual  among  the  material  from  the  prov- 
ince of  Izabal  that  shows  any  trace  of  the  pilosity  of  the  chelse. 

1  Ann.  Carnegie  Mus.,  Ill,  1905,  439. 


MEXICAN,  CENTRAL  AMERICAN,  AND  CUBAN  CAMBARI    II 


III.    CAMBARUS  (PROCAMBARUS)  MEXICANUS 

Erich  son. 

Literature  :  see  Faxon,  Mem.  Mus.  Harvard,  10,  1885,  50,  and  : 
Camb.    mex.      Ortmann,  Zool.  Jahrb.    Syst.,  6,   1891,   12;  — 

Faxon,   Proc.    U.   S.    Nat.   Mus.,   XX,    1898,   649 ;  — Hay, 

Amer.  Natural.,  XXXIII,  1899,  959  and  964. 
Camb.  (Cambarus)  mex.      Ortmann,  Proc.  Amer.  Philos.  Soc, 

XLIV,  1905,  101. 
Camb.   (Procambarus)  mex.      Ortmann,  Ann.  Carnegie   Mus., 

Ill,  1905,  438. 

I  have  examined  the  male  of  the  first  form  of  this  species  pre- 
served in  the  Philadelphia  Academy,  from  Mirador,  Mexico 
(already  mentioned  by  Faxon).  The  copulatory  organ  belongs 
to  the  type  of  the  subgenus  Procambarus  and  is  allied  to  that  of 
C.  williamsoni  and  flilosimanus.  It  differs  in  the  very  strongly 
developed  shoulder,  and  the  position  of  the  horny,  procurved 
spine,  which  is  almost  terminal  on  the  inner  part.  The  tips  of 
inner  and  outer  part  resemble  those  of  C.  williamsoni. 

An  additional  locality  for  this  species  is  represented  in  the 
collections  of  the  Philadelphia  Academy  : 

Texolo,  State  of  Vera  Cruz,  Mexico. — S.  N.  Rhoads  coll. 
1899. — 3  c?  (II),  2  9.  (Texolo  is  near  Xico,  on  the  branch 
road  from  Jalapa,  distant  about  15  miles  from  Jalapa.) 

In  the  males  of  the  second  form  of  this  set,  the  shoulder  of 
the  sexual  organs  is  not  quite  so  sharp,  and  the  inner  part  is 
more  pointed. 


IV.    CAMBARUS  (PROCAMBARUS)  CUBENSIS 
Saussure. 

Literature:  see  Faxon,   Mem.   Mus.   Harvard,  X,  1885,  51, 
pi.  2,  f.  1  ;  pi.  8,  f.  5,  and  : 
Camb.  cub.     Faxon,  Proc.  U.  S.  Nat.  Mus.  1885,  358;   Hay, 

Amer.  Natural.,  XXXIII,  1899,  959-963. 
Camb.  (Cambarus)  cub.     Ortmann,  Proc.  Amer.  Philos.  Soc, 

XLIV,  1905,  101. 


!2  ORTMANN 

Camb.  (Procambarus)  cub.    Ortmann,  Ann.  Carnegie  Mus.,  Ill, 

1905,438. 

Among  the  material  from  the  Paris  Museum,  sent  to  me  by- 
Professor  Bouvier,  the  following  specimens  were  present : 

i.   i  d  (II),  2  9.     Cuba;  Peters. 

2.  4  d  (II),  i  9.  Cuba;  Peters.  (Nos.  i  and  2  apparently 
from  the  Berlin  Mus.) 

3.  2  d  (I),  2  d  (II),  4  9.  "Amerique";  Morelet.  (All 
badly  damaged,  but  copulatory  organs  well  preserved.) 

4.  1  d  (I),  type  of  Saussure's  C1.  consobrinus.  (Dry  specimen, 
mounted  upon  a  piece  of  pith  ;  badly  damaged,  and  copulatory 
organs  not  visible.) 

The  following  remarks  are  to  be  made  : 

1.  C.  consobrinus  Saussure  l  is  undoubtedly  identical  with 
C.  cubensis.  Although  in  the  present  type-specimen  the  male 
organs  are  not  visible,  it  agrees  with  C.  cubensis  in  all  other 
respects.  It  has  a  very  small  lateral  spine  on  the  carapace. 
But  such  a  spine  is  also  present  in  two  specimens  (d  and  9)  in 
our  first  set,  while  the  third  (9)  has  only  a  trace  of  it.  In  the 
five  specimens  of  the  second  set,  which  are  all  very  young,  two 
males  (II)  have  a  small  granule  in  its  place ;  the  others  are 
apparently  smooth.  Of  the  eight  specimens  of  the  third  set, 
one  (a  male  of  the  first  form)  shows  a  small  tubercle,  and  two 
females  have  none.     The  rest  is  too  poorly  preserved. 

2.  The  male  copulatory  organs  (Fig.  3,  a-c)  need  some  dis- 
cussion. The  description  given  by  v.  Martens  (Arch.  f.  Naturg., 
38,  1872,  p.  129)  is  quite  correct,  disregarding  a  lapsus  calami 
or  misprint,  that  renders  a  certain  passage  unintelligible.  V. 
Martens  says  (translated)  :  They  consist  of  two  parts  "  an  outer 
one,  which  ends  in  a  blunt  point,  and  has  the  anterior  margin 
near  this  point  considerably  swollen  ;  and  an  inner  one,  which 
extends  beyond  the  former  posteriorly,  and  forms  on  the  inner 
side  a  plane,  ovate  face,  -which  is  adjacent  to  that  of  the  ap- 
pendage of  the  anterior  side  ('  zvelche  sich  an  die  des  Anhanges 
der  vorderen  Seite  anlegt ').  At  its  end  there  are  two  lobes, 
one  in  close  apposition  to  the  end  of  the  outer  part,  the  second 
one  shorter,  projecting  separately  forward,  and  more  rounded." 

1  Rev.  Mag.  Zool.  (2),  9,  1857,  p.  101,  and  Mem.  Soc.  Geneve,  14,  1S5S,  457, 
pi.  3,  f.  21. 


MEXICAN,   CENTRAL    AMERICAN,    AND    CUBAN    CAMBARI  13 

The  words  emphasized  by  me  cannot  be  understood  as  they 
stand.  But  if  we  conjecture  that  v.  Martens  wrote  or  intended 
to  write,  instead  of  zwrderen  (anterior),  anderen  (other),  every- 
thing is  clear  :  he  meant  to  say,  that  the  inner  plane  face  of  the 
inner  part  is  adjacent  to  the  identical  face  of  the  appendage  of 
the  otJicr  side. 

Thus  the  whole  description  is  intelligible,  and  indeed,  it  is  a 
correct  characterization  of  the  chief  features  of  this  organ.  It 
is  very  interesting  to  note,  that  already  v.  Martens  attributes  to 
the  inner  part  two  lobes,  and  his  second  one  is  clearly  the  acces- 
sorv  spine,  which  is  not  horny  in  the  male  of  the  second  form  ; 
v.  Martens,  consequently,  describes  this  organ  of  the  male  of 
the  second  form. 

He  has  also  correctly  interpreted  this  organ.  There  is  also 
in  our  specimens  an  outer  part,  which  ends  bluntly,  and  has  the 
anterior  margin  slightly  swollen  just  below  the  tip.  The  inner 
part  is  dilated  and  flattened  on  the  inside,  and  forms,  on  the 
anterior  margin,  near  the  tip,  a  sharp  shoulder.  Its  posterior 
margin  extends  considerably  beyond  the  margin  of  the  outer 
part,  which  is  due  to  the  extreme  dilatation  of  the  inner  face. 
Its  tip  is  pointed,  and  has,  in  the  second  form,  a  rounded,  pro- 
jecting lobe  anteriorly. 

In  the  male  of  the  first  form,  the  tip  of  the  inner  part  is  more 
slender  and  thin,  almost  setiform,  but  soft  (not  horny).  The 
projecting  lobe  is  replaced  by  a  slightly  procurved,  horny  spine, 
which  is  two-pointed,  one  point  being  blunt,  the  other  acute  and 
thin. 

Faxon's  figures  (1885,  pi.  8,  f.  5,  5',  5",  5"')  are  only  partly 
correct.  There  is  hardly  any  objection  to  Fig.  5"',  which  repre- 
sents the  inner  view  of  this  organ  of  the  left  side  of  the  male  of 
the  second  form.  It  shows  plainly  the  pointed  tip  of  the  inner 
part  and  the  lobiform  accessory  process,  as  well  as  the  thickened 
anterior  margin  of  the  tip  of  the  outer  part.  Fig.  5"  represents 
the  same  organ  from  the  outside.  The  different  parts  are  recog- 
nizable, but  the  outer  part  is  not  marked  off  at  the  tip,  and  the 
accessory  lobe  of  the  inner  part  is  rendered  incorrectly  (as  a 
recurved,  blunt  hook).  Fig.  5'  is  intended  to  represent  the 
inner  view  of  this  organ  of  the  left  side  in  the  male  of  the  first 


14 


ORTMANN 


form  ;  the  inner  part  is  drawn  correctly,  showing  the  setiform 
tip  and  the  horny  spine ;  this  spine,  however,  is  drawn  triangu- 
larly-single-pointed, while  it  is  really  slightly  procurved  and 
two-pointed.  The  outer  part  is  represented  in  this  drawing  by 
a  blunt,  conical  process,  while  actually  it  resembles  the  con- 
dition seen  in  the  male  of  the  second  form,  being  concealed  by 
the  inner  part  with  the  exception  of  the  swollen  anterior  margin, 
which  projects  slightly.     Fig.  5  (outer  view  of  same  organ)  is 


Fig.  3.  Cambarus  cubensis  Sauss.  a,  First  pleopod  (left  side)  of  male  (II), 
outer  view;  b,  the  same,  inner  view;  c,  tip  of  same  organ  of  male  (I),  inner 
view;  d,  annulus  ventralis  of  female.     All  figures  enlarged. 

quite  unintelligible ;  the  tip  of  the  outer  part  is  not  correctly 
represented,  while  the  horny  process  is  much  too  thin  and  is 
recurved,  instead  of  procurved. 

That  the  differences  between  Faxon's  figures  and  our  speci- 
mens are  due  to  incorrect  rendering  of  the  object  by  the  draughts- 
man, is  evident  from  the  fact  that  it  is  impossible  to  reconcile 
the  different  views  (inner  and  outer)  of  the  same  object.  Correct 
figures  of  the  organ  in  question  are  submitted  here. 

Thus  the  copulatory  organs  of  C.  cubensis  clearly  belong  to 
the  type  of  the  subgenus  Procambarus ;  the  outer  part  has  no 
terminal  horny  teeth,  but  is  soft  and  blunt ;  the  inner  part  is  flat- 


MEXICAN,   CENTRAL    AMERICAN,  AND    CUBAN    CAMBARI  15 

tened  and  dilated  on  the  inside,  with  a  shoulder  on  the  anterior 
margin  near  the  tip  ;  the  end  of  the  inner  part  has  a  soft  tip, 
and,  in  addition,  in  the  male  of  the  first  form,  a  horny  spine, 
which  is  replaced,  in  the  second  form,  by  a  blunt  tubercle. 

C.  cubensis  is  closely  allied  to  the  species  williamsoni,  pi'lo- 
simanus,  and  mexicanus,  but  differs  in  the  following  characters  : 

(1)  The  dilatation  of  the  inner  face  of  the  male  copulatory 
organ  is  much  more  pronounced  ;  the  tip  of  the  inner  part  is 
more  pointed,  almost  setiform,  in  the  male  of  the  first  form  ; 
the  horny  spine  is  two-pointed.  (2)  The  rostrum  has  marginal 
spines  ;  these  are  also  present  in  C.  williamsoni  and  filosi- 
manus,  but  are  absent  in  C.  mexicanus.  (3)  The  carapace  has 
a  small  lateral  spine,  which  is  sometimes  absent;  this  spine  is 
always  missing  in  C.  mexicanus,  while  the  other  two  species 
have  two  distinct  lateral  spines  on  each  side. 

3.  Faxon's  description  of  the  annulus  ventralis  of  the  female 
(1.  c,  p.  52)  is  correct:  "  composed  of  a  large  anterior  bilobed 
tubercle,  and  a  smaller  posterior  tubercle."  I  only  wish  to  add 
that  the  small  posterior  tubercle  possesses  the  S-shaped  longi- 
tudinal fissure  commonly  seen  in  Cambarus,  and  it  seems  to  me 
that  only  this  tubercle  ought  to  be  regarded  as  the  annulus.  I 
was  able  to  observe  the  shape  of  the  annulus  only  in  the  largest 
female  of  the  first  set ;  in  all  other  females,  which  are  small,  it 
is  very  indistinct,  a  fact  that  has  also  been  noticed  by  Faxon. 

For  the  rest,  this  species  has  been  well  described  by  Faxon, 
but  in  the  figure  of  the  anterior  part  of  the  animal  [pi.  2,  f  /), 
the  marginal  spines  of  the  rostrum  have  been  omitted.  These 
spines  are  small,  but  present  in  all  specimens  at  hand. 

V.    CAMBARUS   (CAMBARUS)  WIEGMANNI   Erichson. 

Camb.  wiegm.     Faxon,  Mem.  Mus.  Harvard,  X,  1885,  38  (liter- 
ature). —  Hay,  Amer.  Natural.,  XXXIII,  1899,  959  anc*  9^4- 

Camb.    (Cambarus)   wiegm.     Ortmann,    Proc.    Amer.    Philos. 
Soc,  XLIV,  1905,  102. 
Hagen's  female  type  specimen  in  the  Philadelphia  Academy 

agrees  rather  well  with  a  male  of  the  first  form  present  in  the 

same  collection.     This  latter  one  is  from  the  Cope  collections 

and  represents  a  new  locality  for  the  species  : 


1 6  ORTMANN 

Lake  Xochimilco,  south  of  City  of  Mexico  (Federal  District). 
—  E.  D.  Cope  coll.,  1885. 

This  male  has  enabled  me  to  draw  up  the  following  descrip- 
tion : 

Rostrum  broad,  moderately  long,  plane  above  ;  margins  ele- 
vated, slightly  convergent  anteriorly,  near  the  tip  more  strongly 
convergent,  and  forming  a  short,  subtriangular  acumen  ;  no 
marginal  spines  nor  marginal  angles  at  base  of  acumen,  and 
the  elevated  margins  continued  to  the  tip,  which  is  bluntly 
pointed  ;  postorbital  ridges  divergent  posteriorly,  without  spines 
anteriorly ;  carapace  ovate,  slightly  compressed,  punctate, 
slightly  granulated  on  the  sides  ;  suborbital  angle  blunt,  branchi- 
ostegal  spine  distinct,  but  blunt  (tuberculiform) ;  cervical  groove 
sinuate  ;  no  lateral  spine  ;  areola  longer  than  half  of  the  anterior 
section  of  carapace,  rather  narrow  in  the  middle,  with  two  to 
three  irregular  rows  of  punctations. 

Abdomen  as  wide  as,  and  slightly  longer  than,  the  carapace ; 
anterior  segment  of  telson  with  three  spines  on  each  side ;  pos- 
terior segment  semicircular. 

Ejyistoma  with  anterior  part  almost  semicircular,  a  little  an- 
gular on  the  sides,  and  bluntly  pointed  at  the  middle ;  antennal 
scale  broad,  broadest  anterior  to  the  middle  ;  jlagellum  shorter 
than  carapace  (but  damaged  at  end). 

Chclipeds  with  hand  rather  wide,  not  much  swollen,  com- 
pressed, with  subparallel  margins ;  surface  squamoso-tubercu- 
late,  tubercles  on  inner  margin  more  crowded  and  stronger, 
forming  an  irregular  row  of  serrations  ;  fingers  strong,  about  as 
long  as  the  palm,  with  longitudinal  ribs  and  punctations  on  outer 
face,  and  with  squamiform  tubercles  at  the  bases  ;  cutting  edges 
tuberculated,  tubercles  irregular,  a  larger  one  near  the  base  of 
each  finger,  and  another  large  one  near  the  distal  end  of  immov- 
able finger  ;  carpopodite  squamoso-tuberculate,  inner  side  with 
several  spiniform  tubercles,  upper  surface  with  a  slight  longi- 
tudinal sulcus;  meropodite  smooth,  with  a  few  tubercles  near 
distal  end  of  upper  margin,  and  two  rows  of  tubercles  on  lower 
margins,  the  outer  ones  shorter. 

Ischiofodite  of  third  and  fourth  pereiopods  with  hooks,  those 
of  the  third  pereiopod  are  very  small,  but  distinct  and  tubercu- 


MEXICAN,  CENTRAL  AMERICAN,  AND  CUBAN  CAMBARI    1 7 

liform.  Those  of  the  fourth  pereiopod  very  strongly  devel- 
oped, swollen  and  inflated,  tapering  to  a  blunt  point;  coxofio- 
ditc  of  third  pereiopod  with  a  semicircular,  elevated,  compressed 
tubercle,  that  of  the  fourth  pereiopod  with  a  strong,  triangular 
spine,  directed  outward  ;  that  of  the  fifth  pereiopod  with  a  small, 
spiniform  tubercle  below  genital  opening,  directed  downward. 


Fig.  4.  Cambarus  -tuiegmanni  Erichson.  First  pleopod  (right  side)  of  male 
(I),    a,  outer  view;  b,  inner  view.     Enlarged  about  three  times. 

First  -plcopods  (Fig.  4)  rather  long  and  slender  for  the  sub- 
genus Cambarus,  reaching  to  the  coxopodites  of  the  second  perei- 
opods,  almost  straight,  very  slightly  curved  ;  truncated  at  the 
tip,  with  three  horny  teeth,  of  which  the  outer  one  is  compressed 
and  truncated,  crescentic  in  shape ;  the  inner  tooth  is  broadly 
triangular,  and  the  anterior  is  short  and  spiniform,1  the  inner 
part  of  this  organ  terminating  in  an  almost  straight  spine,  which 
is  only  slightly  directed  outward,  and  is  slightly  longer  than  the 
truncated  outer  part,  and  has  a  distinct  horn)'  tip. 

Measurements :  Total  length  60  mm.  ;  carapace  29,  anterior 
part  of  carapace  18.5,  posterior  10.5;  width  of  areola  1.75; 
abdomen  31  ;  length  of  hand  25.5,  width  of  palm  9.5  (Erichson 
gives  the  following  figures:  total  length  52  mm.,  length  of 
hand  17  mm.,  width  of  hand  6.5  mm.  Hagen  gives  66  mm. 
as  total  length.) 

Comparing  the  present  male  with  the  description  of  the  spe- 

1  This  latter  one  seems  to  belong  to  the  inner  part;  but  I  suspect  strongly 
that  such  is  the  case  also  in  other  species  of  the  subgenus.  The  homologies  of 
the  sexual  organs  of  Cambarus  are  altogether  not  well  understood,  and  urgently 
need  a  more  close  study. 

Proc.  Wash.  Acad.  Sci.,  May,  1906. 


ORTMANN 


cies  given  by  Erichson,  and  the  discription  of  the  female  given 
by  Hagen,  there  is  hardly  any  difference.  Hagen  describes 
and  figures  the  epistoma  as  triangular  and  rather  acute,  which  is 
not  the  case  in  our  individual,  and  further,  Hagen  gives  only 
two  lateral  spines  for  the  anterior  section  of  the  telson.  These 
differences  are  of  no  consequence,  variations  in  these  charac- 
ters being  frequent  in  other  species.  I  have  compared  the 
female  in  Philadelphia,  which  served  as  the  base  of  Hagen's 
description,  and  which,  since  the  Berlin  types  of  Erichson  have 
disappeared,  must  be  regarded  as  the  type  of  the  species,  and 
I  find  it  to  agree  in  all  essential  characters  with  our  male, 
chiefly  so  in  the  shape  of  body  and  rostrum.  Thus  I  think, 
the  present  male  ought  to  be  referred  to  this  species. 

As  is  evident  from  the  characters  of  the  male  of  the  first  form 
described  above,  C.  wiegmanni  belongs  to  the  subgenus  Cam- 
barns,  to  the  section  of  C.  blandingi,  and  the  group  of  C. 
allem',1  and  it  has  been  assigned  its  correct  position  already  by 
Hagen  and  Faxon  (allied  to  C.  barbatus).  The  sexual  organs 
are  peculiar  on  account  of  the  crescentic,  compressed  and  trun- 
cated outer  horny  tooth,  and  do  not  closely  agree  with  any  of 
the  known  species  of  the  subgenus  ;  but  just  this  feature  agrees 
with  the  rt//£«z-group  in  so  far  as  this  group  is  characterized  by 
peculiar  and  aberrant  conformations  of  the  tips  of  the  sex- 
ual organs.2  In  shape  of  carapace,  areola  and  rostrum,  this 
species  agrees  closely  with  C.  evermanni,  barbatus  and  alleni> 
and  the  rostrum  represents  a  rather  advanced  stage  of  develop- 
ment, being  broadly  lanceolate,  without  any  traces  of  marginal 
spines  or  even  marginal  angles  in  their  place.  It  resembles  to 
a  certain  degree,  the  rostrum  of  C.  clyfeatus  Hay3  from  Bay 
St.  Louis,  Hancock  Co.,  Miss.,  but  in  the  latter  form  the  rostrum 
is  still  broader,  and  almost  rounded  off  at  the  apex.     I  should 

1  See  Ortmann,  Proc.  Amer.  Phil.  Soc.  1905,  98  and  100;  Ann.  Car.  Mus., 
I9°5.  437  and  438. 

2  The  sexual  organs  agree  most  nearly  with  those  of  C.  hinei  Ortm.  from  Lou- 
isiana, with  the  exception  that  in  the  latter  species  the  crescentic  and  truncated 
tooth  is  absent,  and  that  the  distal  part  of  the  organ  is  distinctly  curved  backward. 
See  Ortmann  in  The  Ohio  Naturalist,  VI,  1905,  p.  402,  fig.  1.  Also  the  rostrum 
of  C.  hinei  is  transitional  toward  C.  wiegmanni. 

3  Proc.  U.  S.  Nat.  Mus.,  XXII,  1S99,  122,  fig.  2,  no.  1. 


MEXICAN,  CENTRAL  AMERICAN,  AND  CUBAN  CAMBARI    1 9 

not  be  surprised,  if  this  latter  species,  of  which  the  male  is  un- 
known, should  finally  prove  to  belong  to  this  group,  and  not  to 
the  second  group  of  Faxon  (affinity  of  C.  cubcnsis)  as  Hay  is  in- 
clined to  believe. 

The  hooks  of  the  ischiopodites  of  the  pereiopods  are  very  pecu- 
liar, and  unlike  anything  else  that  is  known  in  the  genus.  And 
further,  the  development  of  the  spines  and  processes  of  the  cox- 
opodites  of  the  three  last  pairs  of  pereiopods  is  very  unique  ; 
such  processes  are  indeed  found  in  other  species  in  the  shape  of 
tubercles  or  ridges  on  the  fourth  or  fifth  pereiopods,  but  they 
never  assume  such  proportions  as  in  this  species,  and  the  out- 
wardly directed  spine  of  the  coxopodite  of  the  fourth  pereiopod 
in  C.  wiegmanni is  without  parallel. 

Thus  it  seems  that  C.  wiegmanni  is  to  be  regarded  as  a  very 
peculiar,  and,  in  certain  features,  extremely  developed  form  of 
the  subgenus  Cambarus,  which  belongs  to  a  rather  advanced 
and  modern  group  of  it  (a l/cni- group,  see  1.  c,  p.  105)  which 
is  characteristic  for  those  parts  of  the  coastal  plain  of  the  south- 
ern United  States,  that  are  most  recent  geologically.  Its  pres- 
ence in  Mexico  is  rather  interesting,  and  the  specialized  char- 
acter points  to  a  recent  immigration  into  these  parts.  But  we 
are  to  bear  in  mind  that  the  a/lcni-gvoup  in  general  is  compara- 
tively poorly  known  and  needs  further  study. 

VI.    Subgenus  CAMBARELLUS. 

For  the  species  of  this  subgenus  I  am  only  able  to  add  a  few 
new  locality  records  : 

Cambarus  (Cambarellus)  montczumce  Saussure  (Faxon,  1885, 
121  ;    1898,  660). 

Neighborhood  of  City  of  Mexico  :  Laguna  de  Santa  Isabel. 
—  G.  Seurat  coll.,  1897  (Mus.  Paris,  1  c?  (I),  1  ?). 

Mexico.  —  Mus.  Paris,  numerous  specimens,  collected  by 
various  persons,  but  without  more  explicit  localities. 

Lake  Xochimilco,  south  of  City  of  Mexico  (Federal  Dis- 
trict).    E.  D.  Cope  coll.,  1885  (Philadelphia  Academy,  1  ?). 

Most  of  the  specimens  seen  by  the  writer  belong  to  the  form 
tridens  v.  Mart.  With  Faxon,  I  do  not  believe  that  this  is 
worth  a  varietal   name.     According   to  my  observations,  young 


20  ORTMANN 

examples  generally  are  tridens,  while  the  typical  form  is  found 
only  among  old  individuals,  and  is  comparatively  rare. 

Cambarus  (Cambarellus)  montezumce  dugesi  Faxon  (1898, 
660,//.  66,/.  /). 

Guadalajara,  State  of  Jalisco,  Mexico. — Diguet  coll.  (Mus. 
Paris ;   many  specimens). 

Same  locality.  —  Duges  coll.  (Mus.  Paris,  4  c?). 

State  of  Guanajuato,  Mexico.  —  Diguet  coll.    (Mus.   Paris, 

4^,4?)- 

The  latter  locality  is  the  type-locality  recorded  by  Faxon.    The 

specimens  from  Guadalajara  have  been  mentioned  by  Bouvier 

as  C.  montezumce  iridens  (Bull.  Mus.  Paris,  1897,  224),  but  they 

clearly  belong  to  this  variety. 

Cambarus  (Cambarellus)  montezumce  occidentalis  Faxon, 
(1898,  661,  pi.  66,/.  3,  4). 

Hot  Springs,  Huingo,  State  of  Michoacan,  Mexico.  —  S.  N. 
Rhoades  coll.,  1899  (Philadelphia  Academy  ;  many  specimens).1 

VII.    SYNOPSIS    OF    THE    CRAWFISH-FAUNA  OF    MEXICO,   CENTRAL 
AMERICA    AND    THE    WEST    INDIES. 

Our  knowledge  of  the  chorology  of  the  genus  Ca.abarus, 
south  of  the  United  States,  is  rather  poor.  Crawfish  are  now 
known  from  Mexico,  Guatemala,  British  Honduras,  and  Cuba, 
but  not  only  is  the  morphology  of  these  forms  not  well  under- 
stood, but  also  we  have  only  a  few  and  often  doubtful  or  unre- 
liable locality-records.  In  order  to  call  attention  to  this  lack  in 
our  knowledge,  I  want  to  condense  here  the  known  facts,  and 
point  out  the  questionable  records. 

Four  subgenera  are  represented  in  this  southern  section  of 
the  range  of  the  genus  :  Paracambarus,  jProcambarus,  Cam- 
barus, Cambarcllus.  The  first  two  are  not  found  in  the  United 
States,  while  the  other  two  are.  Cambarus  is  largely  distrib- 
uted in  the  United  States,  and  has  its  main  range  there,  only 
one  species  having  invaded  Mexico.  Cambarcllus  has  its  main 
abode  in  Mexico,  and  only  one  species  is  known  from  a  single 
locality  in  Louisiana  (New  Orleans). 

1  Huingo  is  near  Lake  Cuitzeo,  and  site  of  large  salt  works  by  evaporation 
from  natural  springs  flowing  into  the  lake.  Crawfish  were  numerous  in  these 
springs  and   streams  (communication   from  Mr.  S.  N.  Rhoades  to  the  writer). 


MEXICAN,  CENTRAL    AMERICAN,   AND    CUBAN    CAMBARI  21 

The  following  is  a  list  of  the  known  species  and  their  dis- 
tribution : 
i.    Cambarus  {Paracambar us)  -paradoxus  Ortmann. 

Tetela,  Sierra  de  Zacapoaxtla,  State  of  Puebla,  Mexico. 

2.  Cambarus  {Procambarus)  digucti  Bouvier. 

Tributaries  of  Rio  Santiago,  State  of  Jalisco,  Mexico  (Bouvier). 

Guadalajara,  State  of  Jalisco  (Faxon). 

Ameca,  State  of  Jalisco  (Faxon). 

Hacienda  de  Villachuato,  State  of  Michoacan  (Faxon).  The 
location  of  this  hacienda  is  unknown. 

This  species  consequently  belongs  to  the  Pacific  drainage  in 
western  Mexico. 

3.  Cambarus  {Pro cambarus)  williamsoni  Ortmann. 

Los  Amates,  Province  of  Izabal,  Guatemala  (Atlantic  drain- 
age). 

4.  Cambarus  {Procambarus)  pilosimanus  Ortmann. 

Coche,  on  river  Coban,  Guatemala  (probably  Coban,  Prov- 
ince of  Alta  Vera  Paz,  see  above  p.  9,  footnote). 

Belize,  British  Honduras.  (Both  localities  in  Atlantic  drain- 
age.) 

5.  Cambarus  {Procambarus)  mexicanus  Erichson. 

Mexico  (Erichson,  Ortmann).  Probably  the  City  of  Mexico 
is  meant,  since  the  presence  of  this  species  in  its  neighborhood 
is  confirmed  by  other  records  from  the  Federal  District. 

Santa  Maria,  Mexico  (Faxon).  There  are  half  a  dozen  places 
of  this  name  in  various  parts  of  Mexico.  One  is  close  to  the 
City  of  Mexico,  and  thus  we  may  assume  that  this  is  intended. 

Tomatlan,  Mexico,  "  terres  chaudes "  (Saussure).  Again 
there  are  several  places  of  this  name  in  Mexico  :  one  is  south 
of  the  City  of  Mexico,  in  the  Federal  District,  another  in  the 
State  of  Jalisco,  not  far  from  the  Pacific  Ocean  ;  a  third  one 
about  10  miles  south  of  Huatusco,  in  the  State  of  Vera  Cruz. 
Saussure's  specification:  "terres  chaudes"  renders  it  safe  to 
assume  that  this  latter  locality  in  the  State  of  Vera  Cruz  was 
intended. 

Puebla,  State  of  Puebla  (v.  Martens). 

Mirador,  Mexico  (Faxon).  This  is  an  observation  station  in 
the  State  of  Vera  Cruz,  190  15'  N.,  960  40'  W.,  alt.  3,600 
feet.     I  was  not  able  to  find  it  on  any  of  the  maps  at  my  disposal. 


22  ORTMANN 

Texolo,  State  of  Vera  Cruz  (see  above  p.  u). 

Thus  this  species  is  known  from  the  states  of  Mexico  (Federal 
District),  Puebla,  and  Vera  Cruz,  that  is  to  say,  from  the  central 
plateau  and  from  the  Atlantic  slope. 

6.  Cambarns  {Procambarus)  cubensis  Erichson. 

Cuba.  Saussure  gives  the  interior  of  this  island,  and  Faxon 
creeks  in  a  little  town  opposite  Havana. 

7.  Cambarus  {Cambarus)  wiegmanni  Erichson. 

Mexico  (Erichson,  Hagen),  probably  the  City  of  Mexico. 

Lake  Xochimilco,  Federal  District  (see  above,  p.  16). 

Jalapa,  Mexico  (Faxon).  This  is  very  likely  Jalapa  in  the 
State  of  Vera  Cruz,  although  there  are  other  places  of  this  name 
in  Mexico. 

These  localities  are  on  the  central  plateau  and  the  Atlantic 
slope.  This  species  has  been  recorded  with  some  doubt  from 
the  Isthmus  of  Tehuantepec  (Faxon),  but  we  would  better  drop 
this  for  the  present. 

8.  Cambarus  (Cambarellus)  chapalanus  Fax. 

Lake  Chapala,  State   of  Jalisco,  Mexico  (Pacific  drainage). 

9.  Cambarus  {Cambarellus}  montezumce  Sauss. 

a.    Typical  form  (including  var.  tridens  v    Mart.). 

Chapultepec,  Federal  District,  Mexico  (Saussure).  West  of 
City  of  Mexico. 

Lake  Texcoco,  Federal  District  (Faxon).  East  of  City  of 
Mexico. 

Lake  Xochimilco,  Federal  District  (see  above,  p.  19).  South 
of  City  of  Mexico. 

Laguna  de  Santa  Isabel,  near  City  of  Mexico  (see  above,  p. 
19).  I  have  not  been  able  to  locate  this,  but  the  statement 
that  it  is  near  the  City  of  Mexico  associates  this  with  the  first 
three  records  given. 

Puebla,  State  of  Puebla,  Mexico  (v.  Martens). 

Lake  San  Roque,  Trapuato,  Mexico  (Faxon).  I  have  not 
been  able  to  find  this  locality  designated  on  any  of  the  maps,  or 
in  any  gazetteer  consulted  by  me. 

Vera  Cruz,  Mexico  (Ortmann)  (Zool.  Jahrb.  Syst.,  6,  1891, 
p.  12).  This  locality  should  be  considered  as  doubtful  till  con- 
firmed.    The  specimens  upon  which  this  record  was  founded, 


MEXICAN,   CENTRAL    AMERICAN,   AND    CUBAN    CAMBARI  23 

were  secured  from  a  dealer,  and  it  was  not  stated  whether  the 
city  or  the  state  of  Vera  Cruz  was  meant.  Moreover,  it  is  well 
known  how  utterly  untrustworthy  dealers'  localities  are. 

The  presence  of  this  species  in  its  typical  form  is  thus  posi- 
tively known  only  on  the  central  plateau,  near  the  cities  of 
Mexico  and  Puebla. 

b.  Cambarus  (Cambarellus)  monteztnnce  dugcsi Faxon. 
State  Guanajuato,  Mexico  (Faxon,  Mus.  Paris). 
Guadalajara,  State  of  Jalisco  (Bouvier,  Mus.  Paris,  see  above, 

p.  20). 

Pacific  drainage. 

c.  Cambarus  (Camba reikis)  montczumce  areolalus  Faxon. 
Parras,  State  of  Coahuila,  Mexico  (Faxon).     Northern  part 

of  central  plateau. 

d.  Cambarus  (Cambarellus)  montezumai  occidcntalis  Faxon. 
Mazatlan,  State  of  Sinaloa,  Mexico  (Faxon). 

Huingo,  State  of  Michoacan,  Mexico  (see  above,  p.  20). 

Pacific  drainage. 

It  is  hard  at  present  to  draw  any  conclusions  from  these 
meagre  records.  Only  a  few  remarks  may  be  made,  but  it  is 
very  likely  that  they  will  be  subject  to  revision  when  more  in- 
formation comes  to  hand. 

The  subgenus  Procambarus  possesses  its  most  primitive  form 
(C.  digueti)  in  the  western  extremity  of  its  range  (mountainous 
region  toward  the  Pacific  slope).  The  most  extreme  species 
(C.  cubensis)  is  found  at  the  eastern  extremity  of  the  range,  in 
Cuba.  Intermediate  forms  are  found  on  the  central  plateau  and 
the  eastern  hot  country  of  Mexico  (C.  mexicanus),  in  Guate- 
mala, and  British  Honduras  (C  williamsoni  and  fi/'los/mattus), 
thus  indicating  the  direction  of  the  dispersal  (see  Ortmann,  Ann. 
Cam.  Mus.,  3,  1905,  p.  441). 

Thus  Procambarus  not  only  points  out  the  original  home  of 
the  genus  in  a  general  way  (Mexico),  but  indicates  especially 
the  western  portions  of  this  country.  However,  further  research 
is  very  desirable. 

Cambarus  wiegmanni  is  the  only  representative  of  the  sub- 
genus Cambarus  in  Mexico  ;  the  bulk  of  this  subgenus  being 
found  in  the  United  States,  chiefly  in   the  southern  parts  (see 


24 


ORTMAXX 


Ortmann,  P.  Amer.  Philos.  Soc,  44,  1905,  p.  103  f.).  Moreover, 
it  belongs  to  a  rather  advanced  and  modern  group  of  this  sub- 
genus (alleni-gvoup),  which  is  characteristic  for  the  late  Terti- 
ary and  Post-tertiary  plains  of  the  South  Atlantic  and  Gulf  bor- 
der in  the  United  States.  Thus  it  is  very  probable,  that  this 
species  immigrated  into  Mexico  from  the  United  States,  repre- 
senting a  direction  of  dispersal  opposite  to  that  generally  ob- 
served in  the  genus,  for  which,  however,  at  least  one  other  in- 
stance is  known  (C  clarki,  1.  c,  p.  126).  The  known  habitat 
of  C.  wicgmanni  appears  rather  isolated,  and  it  is  much  to  be  de- 
sired that  northern  Mexico  and  southern  Texas  should  be  in- 
vestigated with  a  view  to  settle  this  question. 

The  most  primitive  species  of  the  subgenus  Cambarellus  (C 
shufeldti)  is  found  in  Louisiana.  C.  chapalanus  appears  slightly 
more  primitive  compared  with  C.  montezumce  and  its  varieties, 
and  is  found  in  western  Mexico.  Of  the  montezumce  forms, 
areolatus  is  the  most  primitive  and  the  most  northern,  nearest  to 
the  United  States,  while  occidenlalis  is  the  most  advanced  (shape 
of  rostrum),  and  is  western  in  Mexico.  Thus  the  evidence 
is  partly  contradictory.  Leaving  out  chapalanus,  the  general 
trend  of  the  evidence  is  to  show  that  the  subgenus  originated  in 
the  southern  United  States  and  immigrated  into  Mexico,  first 
into  the  central  plateau,  then  into  the  Pacific  slope. 

This  would,  consequently,  offer  a  third  case  of  reversed 
migration  in  this  region,  and  my  map  (1905,  pi.  3)  should  be 
changed  accordingly  (the  brown  color).  This  would  also  not 
conflict  with  the  morphological  characters  of  Cambarellus,  the 
shape  of  the  sexual  organs  inclining  more  toward  the  subgenus 
Faxonius  of  the  United  States,  than  toward  the  Mexican  sub- 
genera. But  I  must  confess,  that  the  evidence  for  this  assump- 
tion appears  at  present  too  scanty,  so  that  we  can  hardly  call  it 
more  than  a  mere  theory.  It  is  chiefly  with  a  view  to  instigate 
further  research  on  these  questions  that  I  have  ventured  to  ex- 
press at  all  an  opinion  on  this  topic. 


PROCEEDINGS 


OF  THE 


WASHINGTON  ACADEMY  OF  SCIENCES 

Vol.  VIII,  pp.  25-40  May  iS,   1906 


THE  GEODETIC  EVIDENCE  OF  ISOSTASY,  WITH  A 
CONSIDERATION   OF   THE   DEPTH   AND    COM- 
PLETENESS OF  THE  ISOSTATIC  COMPEN- 
SATION  AND    OF  THE   BEARING   OF 
THE  EVIDENCE  UPON  SOME  OF 
THE   GREATER   PROBLEMS 
OF   GEOLOGY.1 

Introduction. 

By  O.  H.  Tittmann.2 

It  is  my  pleasant  duty  to  introduce  to  you  the  speaker  of  the  evening, 
but  I  shall  ask  your  indulgence  for  a  few  moments  while  I  explain  to 
you  the  reasons  which  lead  up  to  the  investigation  of  which  he  will  give 
you  an  account.  You  are  aware  that  the  governments  of  the  world 
maintain  an  international  Geodetic  Association  under  the  terms  of  a 
formal  convention  for  the  purpose  of  furthering  the  admeasurement 
of  the  earth.  The  countries  which  are  parties  to  this  convention  are 
Great  Britain,  whose  monumental  work  in  India  is  of  the  greatest 
importance  and  which  is  also  conducting  geodetic  operations  in  South 
Africa ;  Germany,  the  originator  of  the  Association ;  France,  the 
mother  of  geodesy;  Russia,  Austria-Hungary,  Italy,  Spain,  The 
Netherlands,  Norway,  Sweden  and  Denmark.     The  Orient  is  repre- 

1  Published  with  the  permission  of  the  Superintendent  of  the  Coast  and 
Geodetic  Survey. 

2  At  a  meeting  of  the  Washington  Academy  of  Sciences  on  the  evening  of 
April  14,  1906,  this  paper  was  read  by  Mr.  Ilavford.  It  has  been  thought  desir- 
able to  publish  in  this  connection  the  introductory  remarks  made  by  Mr.  O.  H. 
Tittmann,  Superintendent  of  the  Coast  and  Geodetic  Survey,  and  the  discussion 
by  Major  Clarence  E.  Dutton. 

Proc.  Wash.  Acad.  Sci.,  May,  1906.  25 


26  HAYFORD 

sented  by  Japan,  and  this  continent  by  the  United  States  and  Mexico. 
In  South  America,  Brazil,  the  Argentine  Confederation,  Chili  and 
Peru,  are  organizing  geodetic  surveys  and  will  doubtless  become 
parties  to  the  convention  which  recognizes  the  determination  of  the 
earth's  figure  and  size  as  an  international  function.  As  the  arc  of 
Peru,  which  was  recently  remeasured  by  the  French,  was  measured 
by  a  European  nation,  the  United  States  is  the  only  country  among  all 
the  American  nations,  which  has  contributed  to  our  knowledge  of 
the  earth's  figure.  Leaving  out  of  consideration  for  the  present  several 
minor  arcs  along  the  Atlantic  seaboard  the  Coast  and  Geodetic  Survey 
published  in  the  year  1900  the  results  of  the  measurement  of  the  trans- 
continental arc  along  the  39th  parallel.  This  was  followed  in  the 
year  1901  by  an  account  of  the  oblique  arc  extending  from  Eastport, 
Maine,  to  New  Orleans,  La.  Since  then  it  has  published  the  results 
of  its  trigonometric  survey  extending  from  the  southern  boundary  of 
California  to  Monterey  Bay,  California.  These  great  triangula- 
tions  were  begun  in  many  separate  localities  and  when  they  were 
connected  it  became  necessary  to  adopt  a  uniform  system  of  coordi- 
nates for  the  whole  country.  The  advantage  of  doing  this  was  recog- 
nized by  the  engineers  of  the  Army,  under  whom  an  extended  trigono- 
metric survey  covering  the  region  of  the  Great  Lakes  had  been 
completed,  and  their  triangulation,  1  aving  been  connected  with  that 
of  the  Coast  and  Geodetic  Survey,  was,  by  cooperation  between  the 
Departments  having  charge  of  these  organizations,  referred  to  the 
same  datum  adopted  by  the  Coast  and  Geodetic  Survey.  The  earlier 
coastwise  triangulations  of  the  Coast  and  Geodetic  Survey  were  pro- 
jected upon  the  Bessel  spheroid.  As  the  work  progressed  it  became 
evident  that  the  Clark  spheroid  of  1S66  was  in  the  region  of  the  United 
States  better  adapted  for  the  purpose  of  a  reference  spheroid  than  the 
former,  and  it  was  substituted  for  the  Bessel  spheroid.  It  also  became 
clear  that  for  purely  geographic  purposes  the  Clark  spheroid  would 
suffice,  or  at  any  rate  that  an  attempt  to  substitute,  if  it  were  possible, 
a  closer  osculating  spheroid  would  involve  enormous  labor  without 
compensating  advantages.  This  point  of  view  established  the  policy 
of  referring  all  the  trigonometric  work  on  the  United  States  to  a  com- 
mon origin  of  coordinates  on  the  Clark  spheroid  of  1S66  on  which 
much  of  it  had  already  been  developed. 

Side  by  side  with  the  computations  necessary  in  this  great  under- 
taking the  investigation  of  the  form  of  the  geoid  involving  the  anom- 
alies which  were  developed  by  the  trigonometric  and  astronomical 
operations  was  carried  on,  for  the  adoption  of  a  reference  spheroid 


THE    GEODETIC     EVIDENCE    OF    ISOSTASV  27 

for  geographical  purposes  did  not  relieve  us  of  the  duty  of  trying  to 
explain  the  discrepancies  between  it  and  the  existing  geoid. 

The  discussion  of  the  arcs  hitherto  published  proceeded  along  the 
conventional  lines  of  treating  these  anomalies,  that  is,  the  deflection 
of  the  vertical  as  though  they  were  accidental  errors  of  observation, 
though  it  was  well  understood  that  such  is  not  the  case.  When, 
however,  the  arcs  were  all  connected  it  became  possible  to  treat  the 
triangulations  in  a  much  more  general  way  and  to  have  regard  to  the 
surface  within  the  area  covered  by  them,  which  would  most  nearly 
represent  the  geoid.  To  this  very  difficult  task  Mr.  Hayford  addressed 
himself.  He  first  devised  methods  of  computation  which  brought  the 
investigation  within  reach  of  the  limited  force  of  computers  at  his 
disposal.  What  he  will  tell  you  to-night  in  brief,  will  be  submitted 
in  more  detail  to  the  International  Geodetic  Association  as  a  contribu- 
tion from  this  country  to  a  problem  which  all  are  trying  to  solve. 

The  results  will,  I  believe,  make  evident  to  you  the  great  power  of 
geometry,  using  the  word  in  its  etymological  sense,  to  disclose  facts 
which  are  of  the  greatest  importance  to  geology  and  geophysics. 

The  Paper. 
By  John  F.  Hayford,  C.E.1 

My  intention  is  to  present  to  you  a  general  view  of  an  investi- 
gation which  is  still  in  progress,  to  state  some  of  the  principal 
conclusions  reached,  and  to  indicate  very  briefly  some  of  the 
relations  of  these  conclusions  to  conclusions  reached  by  others 
along  very  different  lines  of  investigation. 

At  the  outset  it  is  necessary  to  have  a  clear  conception  of  the 
condition  called  isostasy. 

If  the  earth  were  composed  of  homogeneous  material,  its 
figure  of  equilibrium,  under  the  influence  of  gravity,  and  of  its 
own  rotation,  would  be  an  ellipsoid  of  revolution.  The  earth  is 
composed  of  heterogeneous  material  which  varies  considerably 
in  density.  If  this  heterogeneous  material  were  so  arranged 
that  its  density  at  any  point  depended  simply  upon  the  depth  of 
that  point  below  the  surface,  that  is,  if  all  the  material  in  each 
horizontal  stratum  were  of  one  density,  the  figure  of  equilibrium 
would  still  be  an  ellipsoid  of  revolution. 

1  Chief  of  Computing  Division  and  Inspector  of  Geodetic  Work,  Coast  and 
Geodetic  Survey. 


28  HAYFORD 

If  the  heterogeneous  material  composing  the  earth  were  not 
arranged  in  this  manner  at  the  outset  the  stresses  produced  by 
gravity  would  tend  to  bring  about  such  an  arrangement.  But 
as  the  material  is  not  a  perfect  fluid,  as  it  possesses  considerable 
viscosity,  at  least  near  the  surface,  the  rearrangement  will  be 
imperfect.  In  the  partial  rearrangement  some  stresses  will 
still  remain,  different  portions  of  the  same  horizontal  stratum 
may  have  somewhat  different  densities,  and  the  actual  surface 
of  the  earth  will  be  a  slight  departure  from  the  ellipsoid  of 
revolution  in  the  sense  that  above  each  region  of  deficient 
density  there  will  be  a  bulge  or  bump  on  the  ellipsoid,  and 
above  each  region  of  excessive  density  there  will  be  a  hollow, 
relatively  speaking.  The  bumps  on  this  supposed  earth  will  be 
the  mountains,  the  plateaus,  the  continents  —  and  the  hollows 
will  be  the  oceans.  The  excess  of  material  represented  by  that 
portion  of  the  continent  which  is  above  sea  level  will  be  com- 
pensated for  by  a  defect  of  density  in  the  underlying  material. 
The  continents  will  be  floated,  so  to  speak,  upon  the  relatively 
light  material  below  them  and,  similarly,  the  floor  of  the  ocean 
will,  on  this  supposed  earth,  be  depressed  because  it  is  com- 
posed of  unusually  dense  material.  This  particular  condition 
of  approximate  equilibrium  has  been  given  the  name,  isostasy. 

Is  the  earth  to-day  in  this  condition?  In  connection  with  a 
study  of  this  question  it  is  convenient  to  define  two  or  three 
phrases  which  will  be  found  useful  and  in  defining  them  to  add 
precision  to  our  conception  of  isostasy. 

The  adjustment  of  the  material  toward  this  condition,  which 
is  produced  in  nature  by  the  stresses  due  to  gravity,  may  be 
called  the  isostatic  adjustment. 

The  compensation  of#the  excess  of  matter  at  the  surface  (con- 
tinents) by  defect  of  density  below,  and  of  surface  defect  of 
matter  (oceans)  by  excess  of  density  below  may  be  called  the 
isostatic  compensation. 

Let  the  depth  within  which  the  isostatic  compensation  is  com- 
plete be  called  the  depth  of  compensation.  At  and  below  this 
depth  the  condition  as  to  stress  of  any  element  of  mass  is  iso- 
static, that  is,  any  element  of  mass  is  subject  to  equal  pressures 
from  all  directions  as  if  it  were  a  portion  of  a  perfect  fluid. 


THE    GEODETIC     EVIDENCE     OF    ISOSTASY  29 

Above  this  depth,  on  the  other  hand,  each  element  of  mass  is 
subject  in  general  to  different  pressures  in  different  directions, 
to  stresses  which  tend  to  distort  it  and  to  move  it. 

The  idea  implied  in  this  definition  of  the  phrase  "depth  of 
compensation,"  that  the  isostatic  compensation  is  complete 
within  some  depth  much  less  than  the  radius  of  the  earth,  is  not 
ordinarily  expressed  in  the  literature  of  the  subject,  but  it  is  an 
idea  which  it  is  difficult  to  dodge  if  the  subject  is  studied  care- 
fully from  any  point  of  view.  The  data  to  be  discussed  to-night 
indicate  that  all  the  isostatic  compensation  occurs  within  a  thin 
surface  layer  of  the  earth,  extending  down  J^  or  possibly  ^V  of 
the  depth  from  the  surface  to  the  center. 

The  geodetic  evidence  which  may  be  used  to  test  whether  or  not 
the  condition  called  isostasy  exists,  consists  of  determinations  of 
gravity   and   of   determinations    of   deflections   of  the  vertical. 

It  is  to  the  evidence  furnished  by  the  latter  that  I  wish  to  call 
your  attention  to-night.  Within  the  limits  of  the  United  States 
and  connected  by  continuous  triangulation,  which  has  all  been 
reduced  to  one  datum,  507  astronomic  determinations  have  been 
made;  265  of  latitude,  79  of  longitude,  and  163  of  azimuth. 
These  furnish  that  component  of  the  deflection  of  the  vertical 
which  lies  in  the  meridian  at  265  stations,  and  the  prime  vertical 
component  at  232  stations.  These  astronomic  stations  are  scat- 
tered from  Maine  to  southern  California,  in  portions  of  33  states. 
This  triangulation  and  the  astronomic  determinations  connected 
with  it  are  furnished  to  the  world  by  the  Coast  and  Geodetic 
Survey  and  the  Lake  Survey  and  constitute  a  magnificient 
contribution  by  the  United  States  toward  the  determination  of 
the  figure  and  size  of  the  earth. 

In  deriving  the  figure  and  size  of  the  earth  from  observed 
deflections  of  the  vertical  the  usual  practice  has  been  to  ignore 
the  topography  around  each  station,  except  that  occasionally 
observed  deflections  have  been  rejected  because  they  were  in  or 
near  a  mountainous  region.  The  effect  of  a  possible  systematic 
distribution  of  density  in  each  horizontal  stratum  of  the  earth 
has  also  been  ignored. 

The  topographic  irregularities  are  visible  and  known.  The 
systematic  distribution  of  density  below  the  surface  is  invisible 


30  HAYFORD 

and  unknown.  The  topographic  irregularities  and  the  distri- 
bution of  density  each  affect  the  deflections  of  the  vertical. 
Therefore,  each  should  be  taken  into  account  as  far  as  possible 
in  any  attempt  to  derive  the  figure  and  size  of  the  earth  from 
geodetic  measurements.  They  are  so  taken  into  account  in  the 
investigation  now  in  progress  in  the  Coast  and  Geodetic  Survey. 

This  investigation  seeks  to  determine  not  only  the  figure  and 
size  of  the  earth  but  also  to  determine  whether  the  condition 
called  isostasy  exists  with  its  peculiar  distribution  of  sub-surface 
densities,  and  if  so  the  depth  within  which  the  isostatic  compen- 
sation is  complete.  Several  complete  and  independent  solutions 
by  least  squares  of  the  problem  of  determining  the  figure  and 
size  of  the  earth  have  been  made  in  this  investigation  upon 
different  assumptions  as  to  isostasy  and  depth  of  compensation. 

The  residuals  of  these  different  solutions,  expressing  the 
degree  of  harmony  brought  about  by  the  different  assumptions, 
furnish  the  evidence  as  to  which  of  the  assumptions  is  nearest 
the  truth. 

One  solution  was  made  on  the  assumption  that  the  condition 
called  isostasy  does  not  exist,  that  no  isostatic  adjustment  occurs 
when  vast  masses  are  eroded  from  high  parts  of  the  earth's 
surface,  and  are  transported  and  deposited  on  the  low  parts — 
that  the  earth  is  so  rigid  as  to  support  the  continents  as  local 
excesses  of  mass.  It  is  equivalent  to  the  assumption  that  the 
depth  of  isostatic  compensation  is  infinite. 

To  make  this  solution  it  was  necessary  to  compute  the  effect 
of  all  the  topography  for  a  considerable  distance  from  each 
station.  The  computation  was  made  to  cover  all  topography 
within  2,564  miles  of  each  of  the  304  stations. 

The  usual  solution  was  also  made.  This  solution  is  based 
upon  the  tacit  assumption  that  no  relation  exists  between  deflec- 
tions of  the  vertical  and  the  topography.  It  is  equivalent  to  the 
assumption  that  isostatic  compensation  exists  and  is  complete  at 
depth  zero — that  there  exists  immediately  below  every  elevation 
(either  mountain  or  continent)  the  full  compensating  defect  of 
density,  and  that  at  the  very  surface  of  the  ocean  floor  there 
lies  material  of  the  excessive  density  necessary  to  compensate 
for  the  depression  of  that  floor.     Under  no  other  condition  can 


THE    GEODETIC     EVIDENCE    OF    ISOSTASY  3 1 

it  be  true  that  the  observed  deflections  of  the  vertical  are  inde- 
pendent of  the  known  topography.  This  assumption,  tacitly 
made  in  the  usual  determinations  of  the  figure  of  the  earth, 
such  for  example,  as  the  Clark  and  Bessel  determinations, 
represents  an  impossible  condition.      It  is  a  limiting  case. 

If  the  depth  of  compensation  is  finite,  the  deflections  of  the 
vertical  due  to  topography  will  be  partly  counterbalanced  by  the 
contrary  deflections  due  to  defects  and  excesses  of  density 
below  the  surface.  The  counterbalancing  will  be  more  com- 
plete the  greater  the  distance  from  the  station  to  the  partic- 
ular topographical  features  under  consideration.  Given  an  as- 
sumed depth  within  which  the  compensation  is  complete,  and 
assuming  that  the  compensation  is  uniformly  distributed  through 
that  depth,  it  is  a  simple  matter  to  compute  the  corresponding 
deflections.  The  computation  takes  account  fully  of  the  amount 
by  which  the  plumb  line  is  drawn  toward  a  given  mountain 
range  by  the  direct  attraction  of  the  mass  of  the  range,  and 
also  of  the  smaller  effect  of  the  contrary  sign  produced  upon 
the  plumb  line  by  the  relative  defect  of  density  below  the  range. 

Three  complete  solutions  were  made  in  turn  upon  the  assump- 
tions that  the  depth  of  compensation  is  101,  75,  and  71  miles. 
These  particular  assumed  depths  were  based  upon  preliminary 
examinations. 

A  comparison  of  the  five  solutions  corresponding  to  assumed 
depths  of  compensation,  infinity,  101  miles,  75  miles,  71  miles, 
and  zero,  showed  that  the  sum  of  the  squares  of  residuals  was  least 
for  the  71-mile  solution.  Therefore,  71  miles  is  the  most  probable 
of  these  five  assumed  values  for  the  depth  of  compensation. 

How  strong  and  clear  is  the  evidence  that  the  actual  condi- 
tion of  the  earth  is  that  called  isostasy,  with  the  isostatic  com- 
pensation uniformly  distributed  within  the  depth  of  71  miles, 
rather  than  that  it  is  an  earth  in  which  there  is  no  isostatic 
compensation,  on  which  the  continents  and  oceans  are  main- 
tained by  rigidity?  Compare  the  71-mile  solution  with  that  for 
assumed  depth  infinity,  the  last  named  being  the  solution  cor- 
responding to  extreme  rigidity. 

The  sum  of  the  squares  of  the  residuals  in  the  former  solu- 
tion is  8,000  and  in  the  latter  is   65,000,  more  than  8  times  as 


32  HAYFORD 

large.  In  the  former  solution  there  are  but  19  per  cent,  of  the 
residuals  greater  than  5"  and  the  maximum  residual  is  16", 
whereas  in  the  latter  66  per  cent,  of  the  residuals  are  greater 
than  5"  and  the  maximum  residual  is  44".  In  the  former  solu- 
tion the  average  residual  is  3".i  and  the  latter  8". 8. 

The  evidence  shows  clearly  and  decisively  that  the  assump- 
tion of  complete  isostatic  compensation  within  the  depth  of  71 
miles  is  a  comparatively  close  approximation  to  the  truth,  that 
the  assumption  of  extreme  rigidity  is  far  from  the  truth — that 
the  United  States  is  not  maintained  in  its  position  above  sea 
level  by  the  rigidity  of  the  earth,  but  is,  in  the  main,  bouyed 
up,  floated,  upon  underlying  material  of  deficient  density. 

The  conclusions  just  stated  were  based  upon  the  507  residuals 
considered  as  one  group.  The  residuals  have  been  examined 
in  separate  groups  of  25,  each  group  covering  a  small  region. 
Not  a  single  group  of  25  contradicts  the  conclusion  just  stated. 

It  is  certain  that  for  the  United  States  and  adjacent  regions, 
including  oceans,  the  isostatic  compensation  is  more  than  two- 
thirds  complete — perhaps  much  more. 

The  departure  from  perfect  compensation  may  be,  in  some 
regions,  in  the  direction  of  over-compensation  rather  than 
under-compensation  but  in  either  case  the  departure  from  perfect 
compensation  is  less  than  one-third. 

In  terms  of  stresses,  it  is  safe  to  say  that  these  geodetic  ob- 
servations prove  that  the  actual  stresses  in  and  about  the  United 
States  have  been  so  reduced  by  isostatic  adjustment  that  they 
are  less  than  one-tenth  as  great  as  they  would  be  if  the  con- 
tinent were  maintained  in  its  elevated  position,  and  the  ocean 
floor  maintained  in  its  depressed  position,  by  the  rigidity  of  the 
earth. 

In  order  to  secure  the  greatest  possible  accuracy  in  deriving 
the  figure  of  the  earth  it  is  necessary  to  determine  as  accurately 
as  possible  the  depth  at  which  the  isostatic  compensation  occurs. 
This  is  also  of  great  importance  on  account  of  its  bearing  on  the 
greater  problems  of  geology.  With  what  degree  of  accuracy 
does  this  geodetic  investigation  fix  the  depth  of  compensation? 

When  all  the  evidence  from  the  solutions  for  depths  infinity, 
101    miles,  75   miles,  71  miles,  and   zero,  is  also  taken  into  ac- 


THE    GEODETIC     EVIDENCE    OF    ISOSTASY  33 

count,  it  appears  that,  if  the  compensation  is  uniformly  distrib- 
uted with  respect  to  depth,  the  most  probable  value  of  the  limit- 
ing depth  is  71  miles  and  that  it  is  practically  certain  that  the 
limiting  depth  is  not  less  than  50  miles  nor  more  than  100  miles. 

No  conclusive  evidence  has  yet  developed  in  the  investigation 
that  the  depth  of  compensation  is  different  for  different  parts  of 
the  United  States. 

In  all  that  has  been  said  thus  far,  and  in  the  corresponding 
parts  of  the  investigation,  it  has  been  assumed  that  the  compen- 
sation is  uniformly  distributed  with  respect  to  the  depth.  This 
assumption  is  not  necessarily  true  and  it  must,  therefore,  be 
examined.  It  was  adopted  as  a  working  hypothesis  because  it 
happened  to  be  the  one  reasonable  assumption  which  lends  itself 
most  readily  to  computation,  and  because  it  also  seemed  to  the 
speaker  to  be  the  most  probable  simple  assumption. 

It  is  probably  impossible  to  determine  the  distribution  of  the 
compensation  with  respect  to  depth  from  investigations  based 
simply  upon  deflections  of  the  vertical.  Possibly  pendulum 
observations  combined  with  deflection  observations  may  detect 
the  manner  of  distribution. 

All  that  can  be  done  with  deflections  of  the  vertical  is  to 
determine  the  depth  of  compensation  on  various  assumptions  in 
regard  to  distribution  with  respect  to  depth. 

Just  as  the  limiting  depth  of  the  compensation,  if  it  is  uni- 
formly distributed  with  respect  to  depth,  has  been  determined 
by  this  investigation  to  be  about  71  miles,  so  it  has  also  been 
determined  by  a  later  portion  of  the  investigation  that  if  the 
compensation  is  greatest  at  the  surface  and  diminishes  uniformly 
with  respect  to  depth  until  it  fades  out  to  zero,  the  limiting  depth 
is  about  109  miles. 

Again,  it  has  been  determined  by  the  investigation  that  if  the 
compensation  all  occurs  within  a  stratum  ten  miles  thick  the 
bottom  of  the  stratum  is  at  a  depth  of  about  37  miles. 

My  belief  is  that  the  depth  71  miles  and  the  corresponding 
assumed  manner  of  distribution  are  nearer  the  truth  than  either 
the  depth  37  or  109  miles  with  its  corresponding  assumption. 
This  belief  rests  on  insecure  foundation.  If  anyone  will  tell  me 
the  manner  of  distribution  of  the  compensation  with  respect  to 


34  HAYFORD 

depth  I  believe  that  from  the  observed  deflections  of  the  vertical 
now  available  the  limiting  depth  of  compensation  can  be  derived 
with  reasonable  certainty,  with  an  error  of  less  than  25  per  cent. 

Thus  far  this  talk  has  been  confined  to  the  direct  deductions 
from  the  geodetic  observations.  In  this  field  the  speaker  en- 
joys a  peculiar  advantage  in  being  in  unusually  close  touch 
with  the  subject.  He  has  no  such  advantage  with  respect  to 
the  suggestions  which  are  about  to  be  made  on  the  bearing  of 
these  deductions  upon  some  of  the  greater  problems  of  geology. 
Nevertheless,  the  suggestions  seem  to  be  desirable  in  order  to 
indicate  some  of  the  important  relations  of  the  geodetic  investi- 
gation to  other  investigations. 

The  direct  deductions  from  the  geodetic  observations,  which 
have  been  stated,  are  a  safe  and  strong  foundation  which  can- 
not be  shaken.  The  superstructure  of  suggestions  which  I  am 
about  to  build  upon  it  is  relatively  weak  and  unsafe.  Please 
remember  if  you  do  succeed  in  knocking  down  the  superstruc- 
ture, that  the  foundation  is  still  in  place  and  awaiting  an  abler 
architect  than  I  am  to  put  a  good  superstructure  upon  it. 

The  fact  is  established  by  this  geodetic  investigation  that  the 
isostatic  adjustment  brought  about  by  gravity  has  reduced  the 
stresses  to  less  than  one-tenth  of  those  which  would  exist  if  the 
continents  and  oceans  were  maintained  by  rigidity.  This  gives 
new  and  very  strong  emphasis  to  the  idea  that  the  earth  is  a 
failing  structure,  not  a  competent  structure.  The  mechanics  of 
the  two  kinds  of  structures  are  very  different. 

Geologists,  and  others  who  deal  with  the  mechanics  of  the 
earth,  seem  to  realize  only  a  part  of  the  time  that  the  earth  is  a  fail- 
ing structure.  Even  during  the  periods  of  realization  it  is  seldom 
that  one  acts  upon  the  supposition  that  the  earth  is  so  utterly  in- 
competent to  bear  the  stresses  brought  upon  it  as  this  geodetic 
investigation  indicates.  Let  me  cite  two  examples  taken  from 
speakers  before  this  Academy  and  in  this  room  within  a  year. 

One  speaker,  in  stating  the  various  methods  of  estimating  the 
age  of  the  earth,  referred  to  the  fact  that  there  is  no  great  excess 
of  land  surface  about  the  equator  as  compared  with  the 
remainder  of  the  earth.     It  has  been  urged   that  this  indicates 


THE    GEODETIC     EVIDENCE    OF    ISOSTASY  35 

that  the  earth  solidified  in  comparatively  recent  time.  For  other- 
wise, under  the  influence  of  a  decreasing  rate  of  rotation,  the 
water  would  draw  away  from  the  equator  and  leave  it  high  and 
dry.  Now  if  the  earth  is  so  weak  that  it  can  stand  but  a  small 
fraction  of  the  weight  of  a  continent  before  isostatic  readjust- 
ment begins  to  take  place,  of  course  the  equatorial  protuberance 
due  to  decreasing  rotation  will  be  leveled  down  by  failure  and 
isostatic  readjustment  practically  as  fast  as  it  develops,  even  if 
no  other  actions  tend  to  level  it  down.  Hence  the  study  of  the 
distribution  of  land  with  respect  to  latitude  furnishes  a  measure 
of  the  earth's  weakness,  not  of  its  age. 

Another  speaker  quoted  an  article  by  Mr.  G.Johnstone  Stoney 
in  which  it  is  suggested  that  the  permanence  of  the  continents 
is  due  to  elastic  expansion  of  all  the  underlying  material  when 
load  is  removed  by  erosion.  This  idea,  viewed  in  the  light  of 
geodetic  evidence,  seems  to  be  extremely  absurd,  for  it  assumes 
the  earth  to  be  perfectly  elastic — a  competent  structure — to  great 
depths,  whereas  the  earth  is  apparently  inelastic  to  a  high  degree 
even  near  the  surface  and  is  apparently  failing  continuously 
under  the  stresses  brought  to  bear  upon  it. 

The  expression  "failing  continuously"  has  been  used  pur- 
posely. It  is  possible  that  the  continents  and  oceans  are  in  then- 
present  positions  because  light  material  accumulated  at  the  out- 
set in  the  places  now  occupied  by  the  continents,  and  heavier 
material  accumulated  where  the  deep  oceans  now  lie.  This 
would  constitute  an  initial  isostatic  adjustment.  But  the  geologic 
evidence  is  overwhelming  that  within  the  interval  covered  by 
the  geologic  record  many  thousands  of  feet  of  thickness  have 
been  eroded  from  some  parts  of  the  earth  and  have  been  trans- 
ported to  and  deposited  upon  other  parts.  If  isostatic  readjust- 
ment had  not  also  been  in  progress  during  this  interval,  it  would 
be  impossible  for  the  isostatic  compensation  to  be  so  nearly 
complete  as  it  is  at  present. 

For  example,  it  is  estimated  by  competent  authority  that  a 
series  of  strata  from  8  to  10  miles  thick  have  been  eroded  and 
carried  away  from  certain  areas  in  the  western  part  of  the 
United  States,  which  are  now  broad  and  lofty  platforms  carry- 
ing mountain  ridges.     The  present  elevation  of  these  areas  is 


36  HAYFORD 

less  than  three  miles — the  average  elevation,  not  the  elevation 
of  the  summits.  Yet  the  present  isostatic  compensation,  as 
already  stated,  departs  not  more  than  one-third  from  present 
perfection.  The  only  reasonable  explanation  is  that  the  iso- 
static readjustment  keeps  pace  approximately  with  erosion  and 
deposition. 

Upon  the  basis  that  the  isostatic  compensation  is  complete  and 
uniformly  distributed  throughout  the  first  71  miles  of  depth, 
will  the  computed  variations  of  density  be  so  great  as  to  raise  a 
doubt  of  the  validity  of  the  conclusions  which  have  been  drawn? 

The  highest  large  area  within  the  region  covered  by  this  in- 
vestigation is  the  region  southwest  of  Denver,  Colorado,  with 
an  elevation  of  about  11,000  feet  or  2.1  miles.  This  is  3  per 
cent,  of  71  miles.  Hence,  on  the  basis  stated,  the  average 
density  of  the  material  beneath  this  region  is  3  per  cent,  less 
than  that  beneath  the  areas  along  the  coast  which  lie  practically 
at  sea  level.  The  deepest  ocean  area  of  considerable  size 
within  the  region  of  the  investigation  is  in  the  Atlantic,  north- 
east of  the  Caribbean  Islands,  with  a  depth  of  3,000  fathoms 
or  3.4  miles.  On  the  basis  stated  the  average  density  of  the 
material  underlying  this  deep  spot  is  only  3  per  cent,  greater 
than  that  of  the  material  under  areas  which  lie  at  sea  level. 

This  computed  variation  in  density  is  small,  much  smaller 
than  the  variations  in  density  between  different  rock  samples 
from  different  regions.  Hence  it  presents  no  contradiction  to 
the  supposition  that  the  location  of  continents  and  oceans  may 
be  due  to  initial  differences  of  density  in  the  materials. 

But  if  there  is  a  continuous  isostatic  readjustment  in  progress 
it  is  apparently  necessary  to  believe  that  a  given  material  may 
change  in  density  as  much  as  3  per  cent.,  under  the  varying 
conditions  as  to  pressure  (and  possibly  temperature)  to  which  it 
is  subjected  within  the  first  71  miles  of  depth  in  the  earth. 

Both  laboratory  obvervations  and  geologic  observations  indi- 
cate that  this  is  not  only  possible  but  probable. 

The  elastic  effects  probably  cooperate  in  producing  such 
changes  of  density,  but  probably  play  a  minor  part  only. 

Laboratory  experiments  have  established  as  a  general  law  of 
chemistry    that    increase   of    pressure    favors    such    chemical 


THE    GEODETIC     EVIDENCE    OF    ISOSTASY  37 

changes  as  are  accompanied  by  decrease  of  volume,  that  is,  in- 
crease of  density. 

So,  too,  it  is  a  law  well  established  by  laboratory  investiga- 
tions that  the  mass  of  a  given  gas  that  will  remain  in  solution 
in  a  given  liquid  is  proportional  to  the  pressure.  According  to 
this  law,  known  as  Henry's  Law,  wherever  beneath  the  surface 
of  the  earth  gases  and  liquids  are  in  contact  an  increase  of  pres- 
sure will  drive  more  gas  into  solution  and  so  increase  the  den- 
sity of  the  mixture.  A  decrease  of  pressure  will  cause  apart  of 
the  gas  to  come  out  of  solution  and  decrease  the  density  of  the 
mixture. 

Considering  solution  as  a  chemical  process  this  law  is  but  a 
specific  example  of  the  general  law  stated  a  moment  ago. 

Many  other  specific  examples  might  be  given  of  changes  in 
pressure  producing  changes  in  chemical  state  and  thereby 
changes  in  density. 

Very  important  among  these,  because  it  is  a  process  appar- 
ently in  progress  very  extensively,  is  the  solution  of  rock  con- 
stituents in  water  and  redeposition  with  a  net  increase  of 
density  of  the  rock  so  modified. 

A  quantitative  study  shows  that  changes  of  these  kinds  in  a 
small  part  only  of  the  materials  in  the  heterogeneous  mixture 
which  makes  up  each  cubic  mile  are  sufficient  to  account  for  a 
change  of  3  per  cent,  in  the  average  density,  and  that  isostatic 
readjustment  brought  about  in  part  in  this  manner  is  not  at  all 
improbable. 

The  consensus  of  geologic  evidence  also  indicates  the  exist- 
ence of  this  relation  of  pressure,  chemical  state  and  density. 
For  example,  rocks  which  have  been  under  great  pressure  be- 
cause they  have  been  deep  within  the  crust  are,  in  general, 
more  dense  than  those  composed  of  the  same  proportions  of  the 
elements  but  which  have  not  been  subjected  to  great  pressure. 
So,  too,  it  is  a  general  law  of  metamorphism  that  changes  going 
on  in  rocks  which  are  now  near  the  surface  but  which  formerly 
were  deep-seated  are  changes  which  are  accompanied  by  de- 
crease in  density. 

The  indications  are,  therefore,  that  when  an  elevated  area 
under  which  there  is   complete   isostatic   compensation   is   un- 


38  HAYFORD 

loaded  by  erosion  the  underlying  material  to  a  depth  of  71 
miles  increases  in  volume  mainly  because  of  chemical  changes 
induced  by  the  decrease  in  pressure,  and  partly  also  because  of 
changes  in  the  gases  from  solution  to  the  free  state.  This  in- 
crease in  volume  raises  the  surface.  It  also  increases  the  pres- 
sure at  each  level  above  the  71-mile  depth,  and  tends  to  bring 
it  back  toward  the  value  which  it  had  at  that  level  before  the 
unloading. 

This  expansion  process  alone  is  not  sufficient,  however,  to 
maintain  an  isostatic  adjustment  indefinitely. 

As  the  process  progresses — a  continuous  expansion  in  the 
underlying  material  keeping  pace  approximately  with  continu- 
ous unloading  by  erosion  at  the  surface — the  pressure  near  the 
bottom  of  the  expanding  column  will  become  considerably  less 
than  it  is  at  the  same  level  in  other  areas  at  which  no  unloading 
by  erosion  is  taking  place.  So,  too,  near  the  top  of  the  expand- 
ing column  the  pressures  will  tend  to  be  somewhat  greater  than 
at  the  same  level  in  other  areas.  The  result  of  these  differences 
in  pressure  at  any  given  horizontal  surfaces  will  be  to  set  up, 
sooner  or  later,  a  great  slow  undertow  from  the  ocean  areas 
toward  the  continents,  and  a  tendency  to  outward  creeping  at 
the  surface  from  the  continents  toward  the  oceans. 

Let  me  now  emphasize  the  idea  that  the  theory  briefly  sketched 
in  the  last  few  minutes  is  one  which  correlates  many  groups  of 
observed  facts. 

It  obviously  accounts  for  the  marked  general  tendency  for 
areas  unloading  by  erosion  to  rise  and  those  loading  by  deposi- 
tion to  subside. 

The  theory  indicates  how  the  changes  in  density  which  ac- 
company matamorphism  are  a  part  of  the  process  of  continent 
building. 

The  theory  also  accounts  for  the  tangential  stresses  along 
the  earth's  surface  of  which  the  crumpled  strata,  especially  of 
mountainous  areas,  are  the  evidence.  For  the  great  undertow 
toward  the  continents  is  attached  to  the  surface  strata  by  con- 
tinuous material  and  tends  to  carry  them  inward.  A  great  con- 
test is  waged  between  the  shearing  stresses  developed  between 
the  undertow  and  the  surface  strata  on  the  one  side,  and  the 


THE    GEODETIC     EVIDENCE    OF    ISOSTASY  39 

compressive  stresses  exerted  in  a  horizantal  direction  in  surface 
strata,  on  the  other  side.  The  shortening  of  the  surface  strata 
by  bending  is  a  record  of  the  extent  to  which  the  surface  strata 
have  suffered  in  the  contest. 

According  to  this  theory  the  undertow  should  be  most  power- 
ful a  short  distance  inside  the  continental  borders  and  hence  the 
mountain  building  should  be  most  active  there.  Many  geolo- 
gists have  stated  this  to  be  the  fact. 

Again,  according  to  this  theory,  such  mountain  ranges  should 
be  unsymmetrical,  thereby  indicating  that  the  pressure  came 
from  the  ocean  side.  Again,  according  to  the  geologists,  many 
mountain  systems  show  this  effect  as,  for  example,  the  Alle- 
ghenies. 

Many  other  points  might  be  brought  out.  But  the  time  is 
too  short. 

So,  too,  the  time  has  been  too  short  to  credit  ideas  to  their 
originators,  some  of  whom  are  present  here  to-night.  I  have 
tried  simply  to  marshall  the  ideas  and  facts  in  such  a  way  that 
their  relations  would  become  evident. 

Discussion. 
By  Major  Clarence  E.  Dutton. 

I  have  only  words  of  praise  for  the  paper  of  Mr.  Hayford.  He 
seems  to  have  expressed  very  accurately  the  conception  of  isostasy. 
His  definitions  of  isostatic  adjustment  and  isostatic  compensation  are 
very  good.  The  chief  point  in  his  paper  which  makes  it  a  valuable 
contribution  to  science  is  his  determination  of  the  depth  at  which  the 
compensation  occurs  and  is  probably  limited.  That  determination 
proves  to  be  of  a  greater  depth  than  f  had  anticipated,  but  it  is  none 
the  less  satisfactory  on  that  account.  Indeed  I  think  it  is  more  satis- 
factory than  I  had  anticipated.  It  gives  a  greater  concentration  to  the 
isostatic  effort  and  permits  us  to  infer  a  larger  amount  of  horizontal 
displacement  in  the  underlying  masses  than  if  it  were  much  deeper. 
Also  his  determination  of  the  amount  of  strain  to  which  the  rocks  are 
subject  is  very  much  less  and  the  amount  of  outstanding  deformation 
of  the  earth  is  correspondingly  less  than  we  could  have  reasonably 
expected. 

I  have  never  supposed  that  isostasy  was  a  force  or  condition  which 
produced  great  elevations  and  subsidences  of  the  earth.     I^have  always 


40  HAYFORD 

been  careful  to  distinguish  sharply  between  the  force  which  tends  to 
preserve  the  various  elevations  and  depressions  of  the  earth  from  the 
force  which  tends  to  raise  the  lands  and  depress  the  sea  bottoms. 
Those  two  classes  of  forces  are  at  work  independently  of  each  other. 
The  heavy  masses  of  sediment  which  are  formed  upon  the  bottom  of 
the  sea  can,  I  conceive,  only  be  elevated  by  a  positive  uplifting  force. 
Those  portions  of  the  land  which  are  being  denuded  can  only  have 
their  profiles  depressed  by  an  independent  process  of  subsidence. 
Isostasy  merely  tends  to  keep  the  levels  of  the  denuded  region  on  the 
one  hand,  and  the  loaded  regions  of  the  sea  bottom  on  the  other,  at 
constant  levels. 


PROCEEDINGS 

OF  THE 

WASHINGTON  ACADEMY  OF  SCIENCES 

Vol.  VIII,  pp.  41-90.  May  iS,  1906. 


DISTRIBUTION    OF    THE     LYMPHATICS     IN     THE 

HEAD,  AND  IN   THE  DORSAL,  PECTORAL, 

AND  VENTRAL  FINS  OF  SCORP^N- 

ICHTHYS  MARMORATUS. 

By  Wm.  F.  Allen. 

CONTENTS. 

Page. 

Introduction 41 

General  Survey  of  the  Lymphatics  of  Scorpienichthys 44 

Superficial  or  Subcutaneous  Lymphatics  of  the  Trunk 47 

Profundus  or  Submuscular  Lymphatics  of  the  Trunk 58 

Facial  Lymphatics 65 

Lymphatics  of  the  Hyoid  Arch 66 

Cephalic  Sinus • 67 

Pericardial  Sinuses 71 

General  Considerations  and  Summary 78 

Synonymy 83 

Literature S4 

Description  of  the  Figures 87 

Abbreviations  Used  in  the  Figures 87 

I.     INTRODUCTION. 

In  some  previous  work  on  the  Blood-Vascular  System  of  the 
Loricati  (2)1  the  lymphatics  were  frequently  injected  to  distin- 
guish them  from  the  veins,  and,  and  upon  looking  over  the  lit- 
erature of  the  lymphatics  of  fishes,  I  was  impressed  with  the 
general  incompleteness  and  obscureness  that  seemed  to  charac- 
terize it.      Ophiodon  and  Scorpcenichthys  differ  very  materially 

1  The  figures  in  parentheses  refer  to  a  list  of  the  literature  at  the  end  of  the 
paper. 

Proc.  Wash.  Acad.  Sci.,  May,  1906.  41 


42  ALLEN 

in  many  important  details  from  the  forms  that  have  already- 
been  studied,  namely :  Squalus,  Raja,  Torpedo,  Amia 
(  =  Amiatus),  Cyprinus,  Leuciscus,  Salmo,  Lucius  (=  Esox), 
Pe?'ca,  Lophius,  Pleuronectes  and  Uranoscopus .  The  lym- 
phatics of  the  Loricati  therefore  appealed  to  me  as  a  subject 
worthy  of  study  ;  hence  this  paper,  which  deals  with  the  distri- 
bution of  the  lymphatic  vessels  in  the  head,  dorsal,  and  paired 
fins  of  Scorpainichthys. 

Two  investigators  of  this  subject  in  selachians,  namely, 
Robin  (23)  and  Mayer  (18)  deny  the  existence  of  lymphatics  in 
fishes  other  than  the  visceral  system.  They  consider  the  super- 
ficial and  profundus  vessels  of  the  head  and  trunk  as  veins, 
and  their  sinuses  they  regard  as  venous  sinuses.  If  this  is 
true  for  selachians,  it  is  certainly  not  true  for  the  teleosts. 
In  Scorpceuichthys  wherever  there  are  blood-vessels  and  con- 
nective tissue  there  are  lymphatics.  Strange  to  say,  the 
lymph  and  the  plasma  of  the  blood  of  this  group  has  a  green- 
ish tinge,  so  that  in  an  uninjected  specimen  the  lymphatics, 
although  lighter  in  color,  might  readily  be  taken  for  veins. 
Lymph  usually  contains  some  red  corpuscles,  often  sufficient  to 
give  it  a  red  tinge.  Whether  they  have  come  directly  into  the 
lymphatics  through  the  spleen  and  lymphatic  glands,  or  through 
venous-lymphatic  openings,  or  have  transuded  through  the 
walls  of  the  blood-vessels  into  lymphatic  spaces  and  thence  into 
the  lymphatic  vessels  is  still  an  open  question.  If,  however, 
some  lymph  be  drawn  out  with  a  pipette  from  the  myelonal  or 
superior  longitudinal  spinal  lymphatic  trunk,  lying  in  the  spinal 
canal  above  the  cord,  or  from  any  of  the  lymphatic  sinuses,  and 
ejected  into  a  bottle,  and  some  blood  be  placed  in  a  second 
bottle,  the  difference  can  quickly  be  detected  upon  the  addition 
of  a  little  alcohol.  Most  of  the  corpuscles  of  the  lymph  are  color- 
less, while  those  of  the  blood  have  a  dark  brown  color.  The 
entire  visceral  lymphatic  system  can  often  be  injected  from  the 
myelonal  lymphatic  trunk,  which  would  hardly  be  possible  were 
it  a  vein ;  and  further,  the  arrangement  of  what  has  been  desig- 
nated as  the  neural  lymphatic  vessels,  goes  to  prove  that  they 
are  a  part  of  a  distinct  profundis  system.  In  front  of  each  neu- 
ral spine  there  is  a  neural  lymphatic  vessel,  which  empties  into 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORP/ENICHTHYS        43 

the  myelonal  lymphatic  trunk  ;  also  in  front  of  each  alternate 
neural  spine  there  is  a  neural  artery,  coming  from  the  dorsal 
aorta,  and  in  front  of  the  other  alternate  neural  spines,  a  vein 
that  empties  either  into  the  kidney  or  into  the  caudal  vein.  If 
the  neural  lymphatic  vessels  be  regarded  as  veins,  there  would 
be  one  artery  and  vein  in  front  of  one  set  of  alternate  neural 
spines  and  two  veins  in  front  of  the  other  set  of  alternate  neural 
spines,  a  very  unlikely  arrangement.  The  same  correlation 
can  be  shown  in  connection  with  the  haemal  vessels. 

Scor^pcenichthy  s  sometimes  reaches  a  weight  of  twenty-five 
pounds  and  is  one  of  the  largest,  if  not  the  largest,  of  the  Cot- 
tidae.  It  is  easily  obtained  close  to  shore,  is  little  used  as  food, 
lives  out  of  water  for  hours,  remains  hard  sometime  after  death, 
and  taken  all  in  all,  furnishes  a  most  excellent  fish  for  anatom- 
ical study.  These  observations  were  made  at  the  Hopkins  Sea- 
side Laboratory,  Pacific  Grove,  California. 

The  same  injecting  masses  were  used  that  were  employed  in 
my  studies  on  the  blood  vessels  (2),  and  if  only  the  lymphatics 
were  to  be  injected  preference  was  given  to  the  berlin  blue 
gelatin  mass.  The  fish  was  severed  transversely  a  little  behind 
the  vent  and  the  body  was  placed  head  downward  in  a  dish.  A 
glass  cannula  connected  with  a  piece  of  rubber  tubing  was 
forced  forward  in  the  myelonal  lymphatic  trunk.  Usually  a 
little  cotton  was  placed  around  the  cannula  and  over  the  cut 
ends  of  the  dorsal,  lateral,  and  ventral  longitudinal  lymphatic 
vessels.  The  syringe  filled  with  the  berlin  blue  mass  was  then 
connected  with  the  rubber  tubing,  and  with  slow  steady  stroke 
the  mass  was  forced  into  the  lymphatics  until  they  were  com- 
pletely filled,  which  is  usually  the  case,  but  should  this  fail  en- 
tirely or  in  part,  it  can  be  repeated  farther  forward,  or  the  lateral 
and  ventral  lymphatics  can  be  injected  in  a  similar  manner.  In 
other  species  of  fishes  having  a  very  small  myelonal  vessel  or 
none  at  all,  one  has  to  resort  mainly  to  the  lateral  lymphatic 
trunks.  The  tail  can  be  injected  caudad  in  a  similar  manner 
from  the  myelonal  lymphatic  trunk.  It  is,  however,  of  primary 
importance  in  working  with  fishes  that  have  been  caught  with  a 
hook  to  cut  the  line  if  the  hook  has  been  swallowed.  To  at- 
tempt pulling  it  out  would,  in  all  probability,  rupture  the  large 


44 


ALLEN 


sinuses  surrounding  the  heart,  which  would  be  fatal  to  a  suc- 
cessful injection. 

The  history  of  the  work  done  on  the  lymphatics  has  been 
given  by  Milne-Edwards  (16),  Robin  (23),  Trois  (28),  and  Hop- 
kins (8).  The  general  physiology  and  physiological  history  is 
fully  set  forth  in  Schafer  (26).  A  recent  paper  of  unusual  in- 
terest is  that  of  F.  M.  Sabin's  "  On  the  Origin  of  the  Lymphatic 
System  from  the  Veins  and  the  Development  of  the  Lymph 
Hearts  and  Thoracic  Duct  in  the  Pig"  (27).  Anything  further  on 
the  history  of  the  lymphatics  of  Pisces  would  be  simply  repetition. 

2.       GENERAL    SURVEY    OF    THE    LYMPHATICS    OF 
SCORP^ENICHTHYS. 

As  in  the  higher  vertebrates,  Milne-Edwards  (16;  p.  471-2) 
and  subsequent  investigators,  have  separated  the  lymphatics  of 
fishes  into  a  visceral  and  a  muscular  portion,  the  latter  division 
having  been  further  subdivided  into  a  superficial  or  subcutaneous 
and  a  profundus  or  submuscular  system.  These  three  systems 
in  Scorficenichthys  are  in  close  connection.  Except  in  the  head 
region  the  principal  superficial  and  profundus  vessels  are  longi- 
tudinal trunks  that  terminate  anteriorly  in  the  cephalic  and  peri- 
cardial sinuses,  which  empty  into  the  jugular  near  the  prootic 
process  and  into  one  of  the  branches  of  the  inferior  jugular ; 
posteriorly  they  are  collected  in  the  neighborhood  of  the  last 
vertebra  by  the  right  and  left  forks  of  the  caudal  vein. 

The  superficial  or  subcutaneous  system  of  the  trunk  consists 
of  4  longitudinal  canals,  respectively  —  dorsal,  ventral,  and 
lateral.  Both  of  the  lateral  lymphatic  trunks  (Figs.  1,  4,  5  and 
6;  JL.L.V.)  lie  in  a  median  plane,  directly  beneath  the  skin 
in  a  sheath  of  connective  tissue  that  separates  the  dorsal  from 
the  ventral  myotomes.  Posteriorly  they  unite  with  the  corres- 
ponding forks  of  the  myelonal  lymphatic  trunk  in  the  region  of 
the  last  vertebra,  and  the  combined  trunks  empty  into  the  right 
and  left  branches  of  the  caudal  vein.  Anteriorly  after  passing 
under  the  shoulder-girdle  each  of  these  trunks  bifurcates,  the 
lower  fork  emptying  into  the  pericardial  sinus,  and  the  upper 
after  receiving  the  corresponding  fork  of  the  myelonal  lymphatic 
trunk,  finally  terminates  in  the  cephalic   sinus   situated  under 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORP^ENICHTHYS        45 

the  hyomandibular  bone.  Throughout  its  entire  course  the 
lateral  lymphatic  trunk  receives  numerous  dorsal  and  ventral 
intermuscular  or  transverse  vessels,  which  arise  from  a  network 
on  the  surface  of  the  myotomes,  and  which  anastomose  with 
the  dorsal  and  ventral  lymphatic  trunks.  The  dorsal  lymphatic 
trunk  (Figs.  I  and  4  ;  D.L.V.)  is  found  under  the  skin  in  the 
dorso-median  line,  but  for  the  most  part  it  is  a  paired  vessel, 
running  along  on  each  side  of  the  dorsal  fin  between  the  super- 
ficial and  profundus  dorsal  fin  muscles.  In  the  region  of  the 
fins  both  trunks  receive  numerous  cross-branches  from  the  dorsal 
fin  or  median  dorsal  lymphatic  vessel,  that  traverses  the  basal 
canal '  of  the  rays,  and  which  collects  the  network  from  the 
dorsal  fin.  Throughout  their  whole  length  the  dorsal  lymphatic 
trunks  are  in  connection  with  the  intermuscular  and  the  neural 
or  interspinal  vessels.  Posteriorly  this  trunk  is  continued  into 
the  basal  canal  of  the  caudal  fin  as  the  caudal  fin  sinus,  and 
when  the  median  line  is  reached,  unites  with  the  corresponding 
ventral  trunk  in  forming  the  hcemal  or  inferior  spinal  lymphatic 
canal.  The  ventral  lymphatic  trunk  (Figs.  1,  2,  3,  4  and  6; 
V.L.  V.)  occupies  a  similar  position  on  the  lower  side  of  the 
body.  In  the  region  of  the  anal  fin  it  is  a  paired  vessel.  Be- 
tween the  ventrals  it  expands  into  a  reservoir,  which  receives 
the  ventral  fin  sinuses  that  collect  the  lymph  from  the  ventral 
fins.  A  few  myotomes  in  advance  of  the  ventrals  it  pierces  the 
ventral  fin  musculature  and  follows  along  the  lower  side  of  the 
pelvics  to  empty  into  the  pericardial  sinus.  Posteriorly  it  enters 
the  basal  canal  of  the  caudal  fin  as  the  caudal  fin  sinus,  and  as 
described  above  anastomoses  with  the  dorsal  and  haemal  trunks. 
Throughout  its  entire  course  it  is  in  connection  with  the  ventral 
intermuscular  or  transverse  vessels  and  the  hcemal  or  interspinal 
lymphatic  vessels.  The  most  cephalic  of  the  ventral  inter- 
muscular vessels  is  much  larger  than  the  others  and  is  desig- 
nated as  the  pectoral  sinus  (Figs.  1,  2,  3,  4,  5  and  6,  P.S.). 
It  receives  the  common  trunk  formed  by  the  union  of  the  2 
large  sinuses  situated  on  either  side  and  at  the  base  of  the  pec- 

1  Immediately  distad  to  the  basal  articulation  of  each  raj  there  is  a  sort  of  for- 
amen, here  designated  as  the  basal  foramen  of  the  fin  or  the  fin-ray.  Trois 
calls  it  cruna  (eye  of  a  needle). 


46 


ALLEN 


toral  fin,  and  each  of  these  sinuses  is  in  communication  with 
cross-branches  from  the  median  pectoral  fin  sinus,  lying  within 
the  basal  canal  and  collecting  the  pectoral  fin  network. 

Two  principal  trunks  constitute  the  main  profundus  or  sub- 
muscular  system.  The  dorsal  one,  which  is  undoubtedly  the 
largest  and  most  important  vessel  in  Scorpamichlhys,  is  desig- 
nated as  the  my  clonal  or  superior  longitudinal  lymphatic  trunk 
(Figs.  4  and  5,  My.L.  V.).  It  runs  in  the  spinal  canal  directly 
above  the  cord  from  which  it  is  separated  by  a  septum.  Be- 
tween the  skull  and  atlas  it  divides,  and  both  forks  after  passing 
laterad  out  of  this  canal  unite  with  the  lateral  lymphatic  trunks 
in  forming  two  common  vesicles  that  finally  terminate  in  their 
respective  cephalic  sinuses.  In  the  region  of  the  last  vertebra 
this  trunk  again  bifurcates  to  unite  with  the  lateral  trunks  in 
forming  joint  papillae  that  undoubtedly  empty  into  the  right  and 
left  forks  of  the  caudal  vein.  Along  its  entire  course  it  receives 
numerous  neural  or  interspinal  vessels  that  communicate  above 
with  the  dorsal  trunk,  and  which  are  often  prolonged  ventrally  to 
unite  with  the  longitudinal  haemal  or  inferior  spinal  lymphatic 
trunk  and  the  abdominal  sinus.  Since  the  longitudinal  hcemal 
or  inferior  spinal  lymphatic  trunk  does  not  come  under  the  head 
of  this  paper  it  has  not  been  figured.  It  travels  in  the  haemal 
canal,  is  continuous  posteriorly  with  the  dorsal  and  ventral 
trunks,  and  anteriorly  it  appears  to  empty  into  the  abdominal 
sinus.  Within  the  haemal  canal  it  receives  the  haemal  or  inter- 
spinal vessels,  which  are  also  in  communication  with  the  ven- 
tral lymphatic  trunk.  The  abdominal  sinus  (Figs.  4,  5  and  6, 
Abd.S.),  which  lies  directly  under  the  kidney  and  empties 
anteriorly  into  the  cephalic  and  pericardial  sinuses,  receives  nu- 
merous small  lymphatic  vessels  from  the  reproductive  organs, 
the  great  lymphatic  trunk  from  the  viscera,  and  many  inter- 
costal vessels  that  are  also  connected  with  the  profundus  ven- 
tral lymphatic  trunk.  The  latter  vessel  (Figs.  4,  6  and  9, 
V.L.  V.  1  )  perhaps  should  have  been  included  as  one  of  the  prin- 
cipal profundus  longitudinal  trunks.  It  pursues  a  similar  course 
to  the  ventral  lymphatic  trunk  along  the  lower  wall  of  the  visceral 
cavity  and  terminates  anteriorly  in  the  posterior  end  of  the  peri- 
cardial sinus.     Several  interlinking  vessels  were  noticed  in  the 


DISTRIBUTION    OF    LYMPHATICS    IN     SCORIVEMCIITHYS        47 

region  of  the  ventral  fins  between  this  trunk  and  the  main  ven- 
tral lymphatic  trunk. 

In  the  head  region  there  is  the  same  division  into  superficial 
and  profundus  systems.  The  superficial  facial  trunk  (Figs.  4 
and  5,  S.Fac.L.  V.)  takes  its  origin  in  the  neighborhood  of 
the  snout,  and  following  along  the  upper  inner  edge  of  the  sub- 
orbital bones,  crosses  the  prootic  process  to  join  the  jugular 
papilla  of  the  cephalic  sinus.  The  profundus  facial  trunk 
(Figs.  4  and  5,  P.Kac.L.V.)  could  only  be  found  in  the  orbit; 
branches  were  seen  to  enter  it  from  the  adductor  mandibular 
muscles,  and  it  was  traced  to  a  point  in  front  of  the  prootic 
foramen,  where  it  probably  passed  under  the  jugular  and  entered 
the  abdominal  sinus.  This  point,  however,  could  not  be  deter- 
mined. There  are  2  hyoidean  lymphatic  trunks,  which  run 
along  the  upper  and  lower  sides  of  the  arch  (Figs.  3  and  4, 
A.Hyo.  T.  and  P.Ilyo.  T.).  Of  the  2  the  lower  is  the  principal 
stem.  It  collects  the  lymph  from  the  branchiostegal  region,  and 
after  receiving  the  upper  vessel  expands  into  a  sinus  that  empties 
into  the  cephalic  sinus. 

With  Scorpamichlhys  nothing  has  been  done  in  connection 
with  the  lymphatics  of  the  viscera.  The  main  trunk,  however, 
was  often  injected  from  the  myelonal  trunk,  and  was  seen  to 
follow  the  coeliaco-mesenteric  artery  and  empty  into  the  ab- 
dominal sinus.  The  lymph  from  the  reproductive  organs  was 
poured  into  the  abdominal  sinus  through  numerous  small  vessels. 
In  an  injected  specimen  of  Ophiodon  lymphatic  vessels  were 
seen  to  arise  from  all  the  organs  and  empty  into  trunks  that  fol- 
lowed the  courses  of  their  corresponding  blood-vessels,  often 
nearly  surrounding  them.  These  canals  were  collected  ante- 
riorly into  a  main  coeliaco-mesenteric  trunk  that  discharged  itself 
in  the  abdominal  sinus,  and  posteriorly  the  principal  intestinal 
vessels  traveled  along  with  the  posterior  mesenteric  vein  between 
the  reproductive  organs  to  culminate  in  the  abdominal  sinus. 

3.       SUPERFICIAL    OR    SUBCUTANEOUS    LYMPHATICS 
OF    THE    TRUNK. 

Lateral  lymphatic  trunk  (Figs.  1,  4,  5  and  6,  L.L.  V.). — 
No  other  of  the  lymphatic  canals  of   fishes  has  received    the 


48  ALLEN 

attention  that  this  one  has.  It  is  easily  located  and  the  one 
from  which  this  system  has  usually  been  injected.  According 
to  Milne-Edwards  (16,  p.  473)  and  Stannius  (24,  p.  254)  this 
vessel  was  briefly  described  and  its  connection  with  the  ductus 
of  Cuvier  noted  by  Hewson  (5)  and  Monro  (14).  Vogt  (33) 
however,  was  the  first  to  show  the  connection  of  this  trunk  with 
the  caudal  vein,  but  (in  1,  p.  134)  gives  the  credit  of  this  dis- 
covery to  Hyrtl.  From  the  latter  (7)  one  obtains  a  most  excel- 
lent account  of  this  vessel.  It  is  represented  (p.  233)  as  arising 
from  numerous  dorsal  and  ventral  transverse  vessels  (Seitenast- 
Parre)  into  which  empty  numerous  smaller  branches  that  collect 
the  network  coming  from  the  matrix  of  the  scales,  and  in  con- 
versely restating  the  course  of  these  vessels  he  says  that  the 
longitudinal  trunk  empties  into  the  blood-vascular  system. 
Further  on  (p.  234)  he  adds  that  in  a  successful  injection  the 
sinuses  at  the  base  of  the  pectoral  and  ventral  fins  and  their 
branches  were  filled,  but  that  no  vessels  were  noted  in  connection 
with  the  dorsal  fins.  He  also  states  that  the  lateral  trunk  ter- 
minates in  a  caudal  sinus  which  empties  into  the  caudal  vein, 
and  with  Acipenser,  Cyprinus,  Leiiciscus,  Esox  and  Gobio  it 
ends  anteriorly  in  a  thin-walled  pear-shaped  cephalic  sinus 
situated  at  the  side  of  the  skull  directly  behind  the  orbit,  which 
empties  into  the  jugular  a  little  forward  of  the  lower  jaw  and 
opercular  vein.  Shortly  before  the  lateral  lymphatic  trunk 
terminates  in  the  cephalic  sinus  several  vessels  coming  from  the 
jaws,  the  gills,  the  tongue  and  branchiostegal  membrane  are 
described  as  emptying  into  it.  With  the  salmon  and  the  trout, 
Hyrtl  notes  an  entirely  different  anterior  mode  of  communication 
with  the  venous  system.  Here  the  lateral  trunk  after  curving 
under  the  clavicle  empties  into  the  sinus  of  the  spermatic  vein 
(Sinus  der  Holvenen)  at  its  junction  with  the  ductus  of  Cuvier, 
and  this  opening  is  guarded  by  a  valve  opening  into  the  vein. 
While  with  Perca  luciopei'ca,  Tinea  c/irysitis,  and  Cottus  gobio 
both  points  of  union  are  said  to  exist.  Vogt  (1,  p.  134-7)  also 
describes  this  trunk  in  the  salmon  with  great  detail.  He  noticed 
the  transverse  branches  emptying  into  the  main  trunk,  but  con- 
sidered them  as  extravasations  caused  by  the  rupture  of  the 
thin-walled  lateral  canal.      Posteriorly  this  canal  is  said  to  end 


DISTRIBUTION    OF    LYMPHATICS    IN     SCORP/ENICIITIIYS        49 

in  a  sinus  that  empties  into  the  caudal  vein  (veine  cardinale). 
Upon  reaching  the  end  of  the  thoracic  cavity  it  expands  into  a 
capacious  reservoir,  lying  directly  beneath  the  clavicle.     Within 
the  sinus  there  is  a  slit  covered  by  a  strong  valve  that  leads  into 
a  vessel  about  the  diameter  of  a  pi»-head,  which  passes  directly 
into  the  sinus  of  Cuvier.     PI.  K  (Figs.  7  and  8  ;  64)  shows  this 
cephalic   sinus   papilla  entering  the   sinus  of  Cuvier   from   the 
front.     Vogt  speaks  of  this  trunk  as  a  mucous  canal,  and  since 
he  could  find  no  lateral  mucous  canal  in  the  salmon  into  which 
the  mucous  pores  emptied,  he  inferred  that  they   emptied  into 
this  trunk.      Stannius  (24,  p.  252-4)  states  that  this  trunk  takes 
its  source  from  numerous  transverse  branches,  and  following 
along  with  the  truncus  lateralis  N.  vagi  terminates  in   caudal 
and   cephalic  sinuses.      In    addition  the  latter   receives  lymph 
from  the   head,  gills,  and  trunk  and  empties  into  the  precava 
(truncus  transversus).     From  footnotes  Milne-Edwards  gives  us 
the  following  additional  information  :    Sihirus  has  three  paral- 
lel lateral  lymphatic  vessels.     With  some  fishes,  as  for  example, 
the  pike,  roach,  grudgeon,  barb,  and  sturgeon,  the  lateral  trunk 
is  prolonged  into  the  head  and  forms  a  sinus  at  the  base  of  the 
skull,  which  empties  into  the  jugular  through  a  transverse  canal. 
With  the  salmon,  cod,  rays,  and  sharks,  the  lateral  trunks  open 
into  a  pair  of  large  cervical  sinuses,  that  descend  behind   the 
center  of  the  scapula  and  reunite  in  the  median  line  at  the  point 
where  the  abdominal  sinus  joins  them.     Each  of  these  scapular 
reservoirs  communicates  with  the  anterior  vena  cava  or  ductus 
Cuvieri  through  an  orifice  guarded  by  valves.     Trois  (28,  29, 
30  and  31)  gives   a   most  excellent   account  of  this  vessel   in 
Lo-phius  -piscatoriuS)  Uranoscofius  scaber,  and  in  several  of  the 
Pleuronectidas.      He  describes  this  trunk  as  ending  in  cephalic 
and  caudal  sinuses,  and  has  satisfied  himself  that  the  transverse 
branches  are  not  superfluous  injecting  mass  as  Vogt  maintains. 
These  vessels  in  Lophins  are  portrayed  as  sending  off  branches 
between   the  myotomes,    which    anastomose  with   similarly  ar- 
ranged profundus  vessels,  forming  a  sort  of  ladder  network. 
The  transverse  rami  are  represented  as  also  anastomosing  with 
the  dorsal  and  ventral  lymphatic  trunks.      Uranoscopus  (29,  p. 
20,  and  PL  on  p.  37)  furnishes  a  beautiful  example  of  a  fish 


50  ALLEN 

having  3  longitudinal  lateral  lymphatic  trunks,  and  since  the 
middle  one  is  the  largest  and  is  connected  with  the  venous 
system  at  either  end  Trois  is  right  in  attributing  only  secondary 
importance  to  the  other  two.  Trois  also  noted  the  knotty  ap- 
pearance of  the  main  lateral  trunk  in  Uranoscofius  (29,  p. 
21-2)  which  he  thinks  is  due  to  rudimentary  or  imperfect  valves 
that  may  have  been  put  out  of  action  by  death,  and  the  difficulty 
that  he  has  experienced  in  injecting  this  trunk  he  ascribes  to  the 
resistance  of  these  valves.  This  knotty  appearance  of  the  lateral 
trunk  was  also  noticed  in  Scorficenichthys,  but  since  no  trace  of 
valves  has  been  found  it  seems  best  to  attribute  it  to  the  outside 
resistance  of  the  body  musculature,  rather  than  to  the  existence 
of  hypothetical  valves.  To  a  considerable  extent  this  arrange- 
ment may  check  the  flow  of  the  lymph  and  also  the  injecting 
mass,  but  by  swelling  out  in  the  region  of  the  centers  of  the 
myotomes  it  considerably  increases  the  capacity  of  the  lymphatic 
system.  With  the  carp  and  pike  Sappey  (25,  p.  41,  and  PI.  XII, 
Fig.  2)  describes  and  figures  the  lateral  trunk  as  bending  ventrad 
about  15  or  20  mm.  in  front  of  the  clavicle  and  emptying  directly 
into  the  jugular  without  forming  any  sinus.  Hopkins  (8,  p. 
371-2)  in  addition  to  describing  the  ordinary  termination  of  the 
lateral  trunk  in  cephalic  and  caudal  sinuses  says  that  in  Am/a 
this  trunk  receives  a  branch  from  the  pectoral  sinus  before  pass- 
ing under  the  pectoral  arch  to  open  into  the  cephalic  sinus, 
which  is  said  to  extend  from  the  dorsal  end  of  the  clavicle  to 
the  base  of  the  skull,  and  which  empties  into  the  jugular  about 
1  cm.  cephalad  and  a  little  ventrad  of  the  dorsal  end  of  the 
clavicle. 

The  lateral  lymphatic  trunk  of  Scorfiamichthys  (Figs.  1,  4,  5 
and  6,  L..JL.  V.)  in  the  trunk  region  corresponds  in  the  main 
with  the  descriptions  of  the  previous  investigators.  As  has 
already  been  stated  in  the  general  survey  of  the  lymphatics  this 
vessel  lies  beneath  the  skin  in  the  median  lateral  line,  and  ex- 
cept in  the  cephalic  portion  of  the  trunk  follows  parallel,  but 
mesad  of  the  lateral  line  canal.  It  is  distinctly  a  superficial 
vessel  lying  in  the  connective  tissue  septum  that  separates  the  two 
halves  of  the  great  lateral  muscle.  Throughout  its  entire  course 
it  takes  up  numerous  dorsal  and  ventral  intermuscular  or  trans- 


DISTRIBUTION    OF    LYMPHATICS    IN     SCO  k  I'.K  \  K  UTII YS         5  I 

verse  branches,  the  most  cephalic  of  which  is  a  large  ventral 
sinus  to  which  the  name  pectoral  sinus  has  been  given.  Pass- 
ing under  the  pectoral  arch  it  follows  along  in  front  of  the  first 
rib  across  the  anterior  fork  of  the  kidney.  About  half  way 
across  the  kidney  it  receives  a  communication  from  the  pericar- 
dial sinus  (Figs.  4,  5  and  6,  Per.S.),  and  when  the  atlas  is 
reached  unites  with  a  fork  of  the  myelonal  or  longitudinal  spinal 
lymphatic  trunk,  the  point  of  junction  being  marked  by  quite 
a  large  reservoir,  designated  as  the  occipital  sinus  (Figs.  4  and 
5,  Oc.S.).  From  here  on  the  combined  trunk  thus  formed  is  a 
distinct  profundus  vessel  designated  as  the  cranial  lymphatic 
trunk  (Figs.  4  and  5,  Cr.L.  V.).  This  vessel  finally  empties 
into  the  cephalic  sinus,  and  is  described  in  detail  further  on 
under  a  separate  paragraph. 

Had  the  lateral  trunk  in  Scorpcenichlhys,  after  having  passed 
under  the  clavicle,  curved  downward  without  expanding  into  a 
sinus  and  emptied  into  the  jugular,  we  would  have  the  condi- 
tions as  described  for  the  carp  and  pike  by  Sappey  (25).  Had 
the  lobe  of  the  kidney  not  extended  so  far  cephalad  and  the 
occipital  sinus  been  located  in  front  of  the  precava  a  little  below  its 
present  position  in  Scorpcenichlhys,  and  received  the  branchial, 
hyoidean,  and  facial  trunks,  but  not  the  myelonal,  it  would  have 
answered  to  Vogt's  description  of  the  anterior  termination  of  the 
lateral  canal  in  the  cephalic  sinus  with  the  salmon  (1) ;  provided 
that  this  sinus  emptied  into  the  precava.  Finally,  had  the 
lateral  trunk  of  Scorpcenichthys  continued  to  the  base  of  the 
skull,  without  receiving  the  myelonal  trunk  and  the  pericardial 
sinus,  but  collecting  the  branchial,  facial  and  hyoidean  trunks, 
and  had  sinus  (s)  emptied  into  the  jugular  we  would  have  had 
the  conditions  met  with  in  Cyprinus,  Leuciscus,  Esox,  Acipen- 
ser,  etc.  It  is  of  special  interest  to  note  in  this  connection  that 
Hyrtl  and  Milne-Edwards  have  vaguely  described  2  anterior 
communications  from  the  lateral  lymphatic  trunk  with  the  venous 
system  in  Cottus  gobio,  a  species  belonging  to  the  same  family 
as  Scorpcenichthys . 

The  intermuscular  or  transverse  vessels  (Figs.  1,  2,  4  and  5, 
Intm.  V.)  described  by  Hyrtl,  Stannius,  Milne-Edwards,  Trois, 
Sappey,  Hopkins,  and  which  Vogt  took  to  be  extravasations  of 


52  ALLEX 

the  injecting  mass  have  certainly  been  found  in  Scorpcenichthys, 
following  along  superficially  in  the  septa  between  the  myotomes. 
The  ventral  vessels  anastomose  with  the  ventral  lymphatic  trunk 
and  the  dorsal  with  the  dorsal  trunk.  These  vessels  are  con- 
nected by  a  lymphatic  network,  which  has  its  origin  from  the 
surface  of  the  muscles  and  connective  tissue,  and  branches  are 
also  received  that  arise  from  a  very  rich  network  on  the  subcuta- 
neous layer  of  the  skin.  This  network  is  especially  conspicuous 
in  fresh-water  drum,  Aplodinotus  grunniens,  where  it  can  be  seen 
through  the  transparent  scales.  The  secondary  lateral  trunks 
described  by  Trois  in  Uranoscopus  are  certainly  of  only  secon- 
dary importance  in  Scorpcenichthys .  For  not  only  is  the  central 
vessel  much  larger  and  connected  at  either  end  with  the  venous 
system,  but  the  secondary  lateral  vessels  are  only  found  in  the 
cephalic  end  of  the  trunk,  and  the  most  dorsal  one  is  not  a  con- 
tinuous trunk,  but  simply  a  series  of  regular  cross  vessels. 

Pectoral  sinus  and  lymphatics  of  the  pectoral  Jin. — This 
sinus  (Figs,  i,  2,  3,  4,  5  and  6,  P.S.)  lies  directly  below  the 
skin  between  the  base  of  the  pectoral  fin  and  the  post-clavicle,  or 
perhaps  to  more  accurately  state  it,  between  the  superficial  pec- 
toral adductor  muscle,  and  the  anterior  myotomes  and  the 
sterno-hyoideus  muscle  (see  fig.  2).  In  a  well-injected  speci- 
men it  can  be  traced  cephalad  between  the  sterno-hyoideus  and 
superficial  abductor  muscles  to  what  has  been  designated  as  the 
ventral  pericardial  sinus  (Figs.  3,  4  and  6,  V.Per.S.).  Since 
the  ventral  pericardial  sinus  receives  the  ventral  lymphatic  trunk, 
the  union  of  the  pectoral  sinus  with  the  ventral  pericardial  sinus 
is  analogous  to  the  union  of  the  ventral  intermuscular  or  trans- 
verse vessels  with  the  ventral  lymphatic  trunk.  In  addition  to 
its  dorsal  and  ventral  connections  the  pectoral  sinus  is  always 
in  direct  communication  with  the  abdominal  sinus  (Figs.  4  and 
6,  Abd.S.)  In  a  very  large  specimen  from  which  Fig.  6  was 
drawn  an  additional  connection  was  also  noticed  with  abdomi- 
nal sinus,  which  received  a  communicating  branch  from  the 
pericardial  sinus.  Near  the  termination  of  the  pectoral  sinus 
in  the  lateral  lymphatic  trunk  it  receives  a  common  trunk  formed 
from  the  union  of  the  outer  and  the  inner  pectoral  fin  sinuses 
(see  figs.  1,  4  and  6).     Of  these  two  sinuses  the  inner  is  the 


DISTRIBUTION    OF    LYMPHATICS    IN     SCOK  I'.  1.  \  K  IITII YS         53 

larger  (Figs,  i,  2,  ia  and  4,  I.P.S.).  It  follows  along  the 
base  of  the  fin  between  the  superficial  and  profundus  adductor 
muscles,  having  blind  sacs  that  pass  between  the  profundus 
adductor  muscles,  but  which  send  up  short  branches  between 
the  middle  rays  that  soon  fork  to  anastomose  with  the  corres- 
ponding branches  of  its  fellow,  thus  forming  a  circle  over  the 
bases  of  the  middle  rays  (Fig.  2).  These  circular  vessels  re- 
ceive short  pectoral-ray  vessels  (Figs.  2  and  2a,  P.F.L.  V.  0)), 
which  run  along  the  inner  surface  of  the  rays.  They  are  much 
shorter  than  the  main  pectoral  fin  or  pectoral  fin-ray  vessels, 
but  appear  in  a  well-injected  specimen  to  have  communicating 
branches  with  the  main  pectoral-ray  vessels.  The  outer  pec- 
toral sinus  (Figs.  1  and  2a,  O.P.S.)  occupies  a  similar  posi- 
tion between  the  superficial  and  profundus  pectoral  abductor 
muscles.  It  also  sends  back  little  pockets  between  the  bundles 
of  the  profundus  muscle,  and  receives  dorsad  a  large  branch 
that  has  its  origin  from  the  superficial  and  profundus  abductor 
muscles  (see  Fig.  1).  The  outer  pectoral  sinus,  after  curving 
over  the  most  dorsal  ray,  joins  the  inner  pectoral  sinus  in  form- 
ing a  common  trunk  that  empties  into  the  main  pectoral  sinus. 
In  addition  to  these  2  pectoral  sinuses  there  is  a  third  or  median 
pectoral  sinus  (Fig.  2a,  M.P.S.),  which  traverses  the  basal 
canal  of  the  pectoral  rays.1  This  trunk  receives  the  main  pec- 
toral Jin  or  the  main  pectoral  Jin-ray  vessels  (Figs.  2  and  2a, 
P.F.L.  V.).  Two  such  vessels  accompany  each  ray  and  receive 
the  network  from  the  pectoral  fin  membrane.  As  is  shown  in 
Fig.  2a  numerous  cross-branches  pass  between  the  rays  from 
the  median  pectoral  sinus  to  both  the  inner  and  the  outer  pec- 
toral sinuses. 

Very  little  is  to  be  found  in  the  literature  on  the  lymphatics 
of  the  pectoral  fin.  Hyrtl  (7,  p.  234)  says  that  a  pectoral  sinus 
and  its  branches  are  filled  in  a  successful  injection  of  the  lateral 
trunk.  Stannius  (24,  p.  253)  briefly  describes  a  sinus  at  the 
base  of  the  pectoral  which  receives  numerous  branches  from  the 
pectoral  fin  muscles.  Hopkins  simply  states  with  Amia.  (8, 
p.  371)  that  the  lateral  trunk  receives  the  pectoral  sinus.  Trois 
(28,  p.  8,  and  29,  p.  25)  says  that  in  Lophius  and  Uranoscopus 

1  See  note,  page  45. 


54  ALLEN 

there  are  at  least  3  pectoral  lymphatic  trunks  emptying  into  the 
cephalic  sinus.  Secondary  branches  are  noted  as  anastomosing 
with  the  intercostals,  and  a  sinus  (vaso  collettore)  is  spoken  of 
as  lying  at  the  base  of  the  rays  and  forming  a  ring  about  every 
ray.  Lymphatic  vessels  are  described  as  running  along  the 
surface  of  the  rays  and  collecting  the  rich  network  from  the 
skin.  It  will  be  seen  from  Trois'  description  that  the  lymphatics 
of  the  fin  itself  correspond  somewhat  with  the  arrangement  in 
Scorpcenichthys,  but  as  regards  their  mode  of  termination  there 
is  nothing  in  common. 

Dorsal  lymphatic  trunk  (Figs.  1  and  4,  D.L.  V.).  —  Hyrtl 
and  Vogt  seem  to  have  overlooked  this  canal.  Stannius  (24, 
p.  253)  says  that  this  trunk  can  be  divided  into  2  subordinate 
stems.  First  a  vessel  is  described  as  running  along  the  angle 
of  the  intermuscular  septa,  and  a  vessel  is  noted  as  passing 
along  between  the  upper  border  of  the  great  lateral  muscle  and 
the  longitudinal  muscle  of  the  dorsal  fin,  which  would  place 
it  at  the  base  of  the  dorsal  fin.  Cross-branches  are  said  to 
exist  between  the  2  trunks,  and  the  second  trunk  receives 
numerous  branches  that  followed  along  the  rays.  The  first 
dorsal  trunk  of  Stannius  is  undoubtedly  the  same  as  that  de- 
scribed by  Trois  and  myself  as  the  most  dorsal  of  the  secondary 
lateral  lymphatic  trunks.  Trois  (28,  p.  6)  and  Sappey  (25, 
p.  47)  describe  the  dorsal  trunk  in  Lophius  and  the  pike  as  a 
knotty  vessel  that  separates  into  3  distinct  trunks  upon  reaching 
the  dorsal  fin,  two  of  which  run  laterad  to  the  base  of  the  rays, 
while  the  third,  more  slender,  passes  through  the  holes  in  the 
base  of  the  rays.  Two  vessels  for  each  ray  collect  the  lymph 
from  the  fin  and  empty  into  the  median  trunk.  With  Uranoscopus 
(29,  p.  23)  the  anastomosis  with  the  neural  or  interspinal  vessels 
was  noted.  Hopkins  (8,  p.  373)  describes  this  trunk  in  Amia 
as  anastomosing  with  the  lateral  trunk  before  terminating  in  the 
caudal  sinus,  while  anteriorly  it  bifurcates  at  the  base  of  the 
skull,  each  fork  emptying  into  a  cephalic  sinus. 

The  description  given  of  the  dorsal  longitudinal  lymphatic 
trunk  by  Trois  for  Lophius  and  Uranoscopus  will  also  answer 
very  well  for  Scoj-pcenichthys.  In  the  region  of  the  dorsal  fins 
this  canal  separates  into  three  longitudinal  trunks,  two  of  which 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORPvENICHTHYS        55 

running  along  at  the  base  of  the  fins  between  the  great  lateral, 
superficial,  and  profundus  dorsal  fin  muscles  are  evidently  the 
main  stems,  and  might  be  designated  as  the  lateral  dorsal  lym- 
phatic trunks  (Figs.  I  and  4,  D.L.  V.) ;  while  the  third  or 
median  dorsal  lymphatic  trunk  (Figs.  1  and  4,  D.L.  V.w) 
simply  passes  through  the  basal  canal  of  the  rays  and  collects 
the  dorsal  fin  lymphatic  vessels.  Numerous  transverse  inter- 
linking vessels  were  noticed  between  the  median  dorsal  and 
the  2  lateral  dorsal  lymphatic  trunks,  and  the  dorsal  Jin  lym- 
phatic vessels  (Figs.  1  and  4,  D.F.L.  V.)  were  merely  small 
branches  of  the  median  lymphatic  trunk,  that  followed  along 
the  cephalic  and  caudal  surfaces  of  each  spine  and  ray  and  col- 
lected the  network  from  the  fin  membrane.  Some  variation, 
however,  is  shown  in  the  anterior  region  of  the  first  dorsal, 
where  there  is  but  one  dorsal  fin  lymphatic  vessel  between  the 
first  and  second,  and  between  the  second  and  third  spines,  both 
of  which  empty  directly  into  the  lateral  dorsal  trunks.  In  addi- 
tion to  receiving  the  dorsal  fin  vessels  the  median  dorsal  lym- 
phatic trunk  collects  numerous  small  branches  from  the  super- 
ficial or  extrinsic  dorsal  fin  muscles  (Fig.  1).  Anteriorly  these 
2  lateral  dorsal  lymphatic  trunks  do  not  terminate  directly  into 
cephalic  sinus  as  described  by  Hopkins  for  Amia,  but  through- 
out their  entire  course  communicate  with  the  lateral  lymphatic 
trunk  through  the  intermuscular  or  transverse  vessels,  and  with 
the  myelonal  or  longitudinal  spinal  lymphatic  trunk  through  the 
neural  or  interspinal  vessels  (Fig.  4,  Neu.L.  V.).  The  most  ce- 
phalic neural  or  interspinal  vessel  (Figs.  4  and  5,  JVeu.L.  V.w) 
does  not  empty  into  the  myelonal  trunk,  but  follows  along  be- 
hind the  skull  and  terminates  in  the  cranial  lymphatic  trunk. 

Ventral  lymphatic  trunk  and  lymphatics  of  the  ventral  fins 
(Figs.  1,  2,  3,  4,  6,  9  and  10, l  V.L.V.).  —  According  to 
Milne-Edwards  (16,  p.  473)  this  vessel  has  been  described  by 
Monro  (14)  and  Hewson  (5)  in  Gadus,  and  as  was  the  case  with 
the  dorsal  trunk  this  canal  seems  to  have  been  overlooked  by 
Hyrtl  and  Vogt,  although  the  former  states  that  a  ventral  fin 
sinus  is  filled  from  a  good  injection  of  the  lateral  trunk.  Stan- 
nius   (24,    p.    253)  describes  this   vessel    as   unpaired,  running 

1  Figs.  7  to  10  are  text-figs,  on  pp.  73,  74,  76  and  77. 


56  ALLEN 

along  between  the  halves  of  the  lateral  muscle  from  the  vent  to 
the  shoulder-girdle.  Caudad  the  vessel  from  the  anal  fin  is  dis- 
charged into  it,  and  in  the  rump  region  it  receives  transverse 
vessels  that  follow  the  intermuscular  septa.  Trois  (28,  p.  7) 
and  (29,  p.  23)  represents  the  ventral  trunk  in  Lophius  and 
Uranoscopus  as  consisting  of  2  parallel  trunks.  With  Urano- 
scopus they  run  close  together  and  are  connected  by  numerous 
cross-branches.  In  front  of  the  anal  they  unite,  and  the  com- 
mon trunk  receives  3  vessels  from  the  region  of  the  anal  fin,  of 
which  the  median  is  the  largest  and  traverses  the  basal  canal  of 
the  rays ;  the  2  lateral  trunks  are  found  at  the  base  of  the  fin 
and  travel  toward  the  tail,  and  the  3  vessels  are  said  to  be  con- 
nected by  transverse  rami.  With  Lophius  we  are  told  that  the 
ventral  canals  bifurcate  at  a  very  acute  angle  in  front  of  the 
ventral  fins,  and  that  these  branches  collect  everything  at  the 
base  of  the  ventrals.  Sappey  (25,  p.  47)  states  with  the  pike 
and  carp  that  this  trunk  is  very  similar  to  the  dorsal ;  that  it  is 
a  single  trunk  in  the  region  of  the  anal  fin;  but  in  advance  of 
this,  between  the  ventrals  and  pectorals,  it  consists  of  two  par- 
allel trunks,  which  are  prolonged  to  the  posterior  end  of  the 
skull.  With  the  Pleuronectidse,  Sappey  (p.  49  and  PI.  XII, 
fig.  4)  represents  the  ventral  trunk  as  consisting  of  2  parallel 
vessels  in  the  region  of  the  anal  fin,  but  uniting  in  front  of 
it  in  a  common  trunk  that  empties  into  the  sinus  of  Cuvier. 
Hopkins  (8,  p.  372)  describes  the  ventral  trunk  as  beginning 
at  the  base  of  the  caudal  fin  and  extending  cephalad  to  the 
heart,  where  it  divides  into  two  branches  that  merge  into  peri- 
cardial sinus,  which  communicates  with  the  cephalic  sinus  and 
thence  with  the  veins.  On  its  course  it  receives  the  lymph  from 
the  anal  and  pectoral  fins,  and  the  sinus  at  the  base  of  each  of 
these  is  said  to  be  much  smaller  than  the  one  at  the  base  of  the 
pectoral. 

The  ventral  longitudinal  lymphatic  trunk  of  Scorpcenichthys 
(Figs.  1,  2,  3,  4,  6,  and  9,  V.L.  V.)  differs  very  materially 
from  any  of  the  species  described  above,  although  perhaps  con- 
forming more  closely  to  Hopkins'  account  for  Anita  than  any 
of  the  others.  The  course  of  this  trunk  through  the  anal  fin 
and  its  prolongation  into  the  basal  canal  of  the  caudal  fin  is  left 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORP^ENICHTHYS        57 

for  another  paper.  In  contrast  to  Trois'  description  this  is  a 
single  trunk  in  Scorjxznichthys,  extending  from  the  vent  to  the 
origin  of  the  pectoral  fins.  It  runs  along  superficially  in  the 
ventro-median  line  from  the  vent  to  the  origin  of  the  pectorals, 
but  pierces  the  body  wall  some  distance  behind  its  cephalic 
end  ;  the  exact  position  is  noted  by  7'(Figs.  I  and  4),  which  is 
a  little  cephalad  to  the  point  of  union  with  the  vessels  coming 
from  between  the  profundus  and  superficial  abductor  muscles  of 
the  ventral  fin.  At  this  point  a  slight  sinus  is  formed,  which 
might  be  described  as  receiving  an  anterior  and  a  posterior 
ventral  trunk.  The  combined  trunk  or  main  stem  thus  formed 
penetrates  obliquely  between  the  2  ventral  fin  abductor  muscles, 
continues  cephalad  in  a  median  line  along  the  lower  surface  of 
the  pelvic  bones  (Fig.  4),  and  passing  between  the  clavicles 
and  the  pelvics,  curves  around  the  anterior  end  of  the  pelvics 
to  enter  the  ventral  -pericardial  sinus  (Figs.   4,  6,  9  and  10, 

V.JPer.S.)  directly  below  the  ventricle  from  the  rear.  The  con- 
nection of  this  sinus  with  the  veins  will  be  described  further  on 
under  a  separate  paragraph.  Between  the  ventral  fins  the 
ventral  trunk  expands  into  a  distinct  pear-shaped  sinus  to  which 
the   name  ventral  sinus  has  been   given  (Figs.    1,   2    and    4, 

V.L.S.).  This  sinus  receives  at  least  one  pair  of  intermuscular 
vessels  and  two  ventral  Jin  sinuses  (Figs.  1,  2  and  4,  V.F.L. S.), 
which  lie  on  the  upper  or  inner  base  of  the  ventral  fins.  They 
receive  the  ventral  Jin  or  the  ventral  Jin  ray  vessels  (Figs.  1,  2 
and  4,  V.F.L.  V.)  from  between  each  two  rays,  which  soon 
bifurcate,  each  fork  running  along  the  adjoining  rays  and 
receiving  the  network  from  the  membrane  between  the  two. 
This  is  the  typical  arrangement,  but  some  irregularities  are 
often  found  as  shown  by  Fig.  2,  where  some  auxiliary  ventral 
-fin  vessels  (Fig.  2,  V.F.L.  V.  (1))  were  noticed  traversing  the 
innermost  rays,  which  reunited  in  a  common  vessel  that  passed 
over  the  lowrer  side  of  the  fin  to  empty  into  the  ventral  fin  sinus 
close  to  its  union  with  the  ventral  sinus.  The  ventral  fin  sinuses 
are  prolonged  cephalad  between  the  external  ventral  fin  abduc- 
tor muscles  and  the  great  lateral  muscle  as  the  ventral  Jin  muscu- 
lature lymphatic  vessels  (Figs.  1  and  2,  V.M.L.  V.)>  and  in 
route  receive  at  least  three  intermuscular  or  transverse  lymphatic 
Proc.  Wash.  Acad.  Sci.,  May,  1906. 


58  ALLEN 

vessels.  Mesad  of  these  ventral  fin  musculature  lymphatic  ves- 
sels there  are  still  two  other  ventral  fin  musculature  vessels 
(Fig.  2,  V.M.L.  V.w),  which  run  between  the  internal  and 
external  ventral  fin  abductor  muscles,  and  unite  with  the  main 
ventral  trunk  immediately  before  it  penetrates  the  musculature 
to  empty  into  the  pericardial  sinus. 

From  the  above  description  of  the  termination  of  the  ventral 
fin  vessels  into  a  single  sinus  outside  the  fin  it  will  be  noticed 
that  this  is  a  very  different  arrangement  from  that  found  in  the 
dorsal  and  pectoral,  where  these  vessels  emptied  into  a  median 
sinus,  which  traversed  the  basal  canal  of  the  rays,  and  having 
numerous  transverse  branches,  communicating  with  the  two 
lateral  sinuses,  lying  at  the  base  of  the  fin. 

In  the  paragraph  on  the  lateral  lymphatic  trunk  it  was  stated 
that  a  typical  ventral  intermuscular  or  transverse  lymphatic 
vessel  connected  the  lateral  with  the  ventral  lymphatic  trunk. 
The  most  cephalic  of  these  vessels,  however,  show  some  devia- 
tion from  this  general  plan.  The  first  one  connects  the  pectoral 
sinus  with  the  anterior  end  of  the  ventral  trunk ;  the  second 
interlinks  the  pectoral  sinus  with  the  ventral  fin  intermuscular 
vessel ;  the  third  and  fourth  communicate  with  the  lateral  trunk 
and  the  ventral  fin  intermuscular  vessel ;  the  fifth  unites  with 
the  lateral  trunk  and  the  ventral  fin  sinus ;  while  the  sixth  ex- 
tends from  the  lateral  trunk  to  the  ventral  sinus. 

4.     PROFUNDUS    LYMPHATICS    OF    THE    TRUNK. 

The  profundus  ventral  lymphatic  tru?ik  (Figs.  3  and  4, 
V.L.  V.(1)),  which  seems  to  have  escaped  the  notice  of  the  pre- 
vious investigators,  pursues  a  parallel  and  somewhat  similar 
course  to  the  main  ventral  tymphatic  trunk  between  the  great 
lateral  muscles,  but  follows  along  the  inner  or  visceral  side  of 
them.  So  far  as  could  be  ascertained  it  arose  near  the  vent  and 
passing  cephalad  along  the  median  line  close  to  the  visceral 
cavity,  terminated  in  the  posterior  end  of  one  of  the  pericardial 
sinuses  (Figs.  4,  6  and  9).  Throughout  its  course  it  receives 
or  gives  off  numerous  intercostal  lymphatic  vessels  (not  shown 
in  any  of  the  figures),  which  follow  along  the  inner  side  of 
the  intermuscular  septa,  parallel  with  the  intermuscular  or  trans- 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORP/ENICIITHYS        59 

verse  lymphatic  vessels  and  anastomose  dorsally  with  the  ab- 
dominal sinus.  In  the  region  of  the  ventral  fin,  and  not  improb- 
ably in  other  places,  interlinking  vessels  were  found  between 
the  profundus  and  superficial  ventral  trunks. 

Myelonal  or  superior  longitudinal  spinal  lymphatic  trunk 
(Figs.  4  and  5,  My.L.  V.). —  This  trunk  with  its  neural  or  inter- 
spinal branches  has  been  described  by  Hyrtl  (7)  and  Stannius 
(24)  as  ending  in  the  caudal  sinus,  but  nothing  whatever  is  said 
about  its  anterior  connections.  Trois  states  that  this  trunk  in 
Lophius,  Uranoscopus,  and  the  Pleuronectidae  (28  to  31)  runs 
along  in  the  spinal  canal,  receives  numerous  interspinal  branches, 
and  is  connected  with  the  haemal  longitudinal  trunks  by  means 
of  transverse  vessels.  With  Rhombus  maximus  and  R.  Icevis  (30, 
p.  43)  an  additional  longitudinal  trunk  was  described  as  travel- 
ing along  at  the  level  of  the  bases  of  the  interspinal  bones.  So 
far  as  could  be  discovered,  Sappey  (25)  is  the  only  one  to  give 
a  cephalic  ending  for  this  canal.  He  states  that  it  is  a  very 
important  trunk  with  the  pike  and  flatfish,  and  with  these  2 
fishes  it  is  represented  as  extending  from  the  coccyx  of  the 
last  vertebra  to  the  first  cervical  vertebra  —  where  it  turns  to 
empty  into  the  jugular.  He  further  adds  that  there  appears  to 
be  no  caudal  connection  with  the  papilla  of  the  lateral  canal. 
No  such  trunk  was  portrayed  by  Vogt  in  the  salmon  or  by  Hop- 
kins in  Amia. 

In  Scorpamichthys  the  myelonal  or  super  for  longitudinal  spinal 
lymphatic  trunk  (Figs.  4  and  5,  My.L.  V.)  agrees  very  well 
with  the  descriptions  given  it  by  Trois  and  Sappey  in  Lophius, 
Uranoscopus,  Esox,  and  the  Pleuronectidee,  except  that  its 
cephalic  termination  is  very  different  from  what  Sappey  repre- 
sents it  for  the  pike  and  the  flatfish.  This  trunk  seems  to  be  of 
different  relative  importance  in  different  groups.  With  Scor- 
pcenichthys  it  is  the  longest  and  undoubtedly  the  most  important 
of  the  longitudinal  canals.  It  is  located  in  the  spinal  canal 
directly  above  the  myelon  or  cord,  from  which  it  is  separated 
by  a  rather  tough  connective  tissue  septum.  The  neural  ox  inter- 
spinal lymphatic  vessels  (Fig.  4,  Neu.L.  V.),  which  have  been 
described  so  accurately  by  Trois  and  Sappey,  are  very  important 
branches    of  the  myelonal   trunk   in   Scorpcenichthys.       Their 


60  ALLEN 

course  lies  between  the  neural  spines  and  anastomose  dorsad 
with  the  dorsal  or  the  2  lateral  dorsal  lymphatic  trunks.  Since 
there  is  no  special  anterior  connection  of  the  dorsal  lymphatic 
trunk  with  cephalic  or  pericardial  sinus  in  Scorpcenichthys  save 
through  the  neural  or  interspinal  and  the  dorsal  intermuscular 
or  transverse  vessels  into  the  lateral  or  myelon  trunks,  and  since 
the  neural  or  interspinal  vessels  are  much  the  larger,  especially 
at  the  junction  with  the  myelonal  trunk,  it  is  more  than  likely 
that  they  convey  most  of  the  lymph  from  the  anterior  portion  of 
the  dorsal  fin  region,  while  the  main  supply  for  the  dorsal  inter- 
muscular vessels  evidently  comes  from  the  surface  of  the  myo- 
tomes and  the  surrounding  connective  tissue.  The  main  mye- 
lonal trunk  extends  from  the  last  caudal  vertebra  to  the  skull. 
Its  posterior  connection  with  the  caudal  vein  will  be  described 
in  a  later  paper.  When  the  skull  is  reached  it  bifurcates,  each 
fork  after  passing  laterad  between  the  skull  and  the  first  vertebra 
or  atlas  empties  into  a  rather  large  sinus  situated  at  the  side  of 
the  atlas,  directly  in  front  and  a  little  below  the  base  of  the  first 
rib.  This  sinus  is  designated  as  the  occipital  sinus  (Figs.  4 
and  5,  Oc.S.)  and  receives,  as  has  already  been  stated,  the  main 
lateral  lymphatic  trunk  from  the  side  and  rear.  Very  likely 
this  sinus  should  be  considered  nothing  more  than  a  swelling 
caused  by  the  union  of  these  2  important  trunks  the  resultant  of 
which  is  the  cranial  lymphatic  trunk. 

The  course  of  this  sinus-like  vessel  (Figs.  4  and  5,  Cr.L.  V.) 
is  along  the  lateral  base  of  the  skull.  Following  the  upper  sur- 
face of  the  head  kidney  for  a  short  distance,  it  crosses  under 
the  first  spinal  nerve  and  receives  from  above  the  Jirst  neural  or 
interspinal  lymphatic  vessel  (Figs.  4  and  5,  Neu.L.  V.{1^) ;  then 
continuing  along  the  side  of  the  cranial  wall  between  the  great 
abdominal  lymphatic  sinus  and  the  IX  and  X  cranial  nerves 
expands  into  a  sinus  (Figs.  4  and  5,  S.),  which  lies  directly 
above  the  jugular  vein,  on  a  level  with  the  optic  lobes,  immedi- 
ately behind  the  prootic  process  and  between  the  skull  and  the 
first  internal  branchial  levator  muscle.  This  sinus  has  2  open- 
ings ;  the  most  cephalic  one  is  simply  a  tapering  down  of  the 
sinus  into  a  papilla,  which  curves  outward  and  downward  to 
communicate  with  the  abdominal  sinus  ;  while  the  other  opening 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORP^NICHTHYS        6 1 

leads  into  a  lateral  vessel  or  papilla,  which  curves  around  the 
first  internal  branchial  levator  muscle  to  empty  into  what  has 
been  designated  as  the  cephalic  sinus  (Figs.  4  and  5,  Ceph.S.). 
A  full  description  of  this  sinus  and  its  connection  with  the  jugu- 
lar behind  the  prootic  process  will  be  given  under  a  separate 
paragraph. 

Longitudinal  /nrmal  or  inferior  spinal  lymphatic  trunk  and 
the  abdominal  sinus.  —  Hyrtl  and  Stannius  seemed  to  have  over- 
looked these  vessels,  but  such  a  canal  is  represented  by  Vogt 
(1,  p.  138)  as  consisting  of  2  large  lymphatic  trunks  that  follow 
the  aorta,  and  into  which  the  trunk  from  the  viscera  and  the 
vessels  from  the  body  wall  empty.  The  posterior  connections 
of  these  trunks  were  not  given,  but  anteriorly  they  are  said  to 
empty  into  a  branch  of  the  third  canal,  terminating  in  the 
cephalic  sinus.  Vogt  states  (p.  138)  that  this  canal  (PL  L, 
Figs.  1  and  8  ;  64)  comes  from  a  common  reservoir  which  fol- 
lows the  superior  plate  of  the  fourth  branchial  arch,  and  that  it 
receives  2  important  branches,  one  coming  from  the  fourth 
branchial  arch  and  the  other  arising  at  the  middle  of  the  body. 
The  last  branch  is  said  to  communicate  in  the  median  line  with 
the  corresponding  branch  from  the  opposite  side  immediately  in 
front  of  the  kidney,  and  at  this  point  receives  the  2  longitudinal 
trunks  which  follow  the  aorta.  Two  small  vessels,  which  could 
not  be  definitely  traced,  but  which  appeared  to  come  from  the 
brain,  are  described  as  emptying  into  the  cephalic  ends  of  these 
longitudinal  trunks.  Milne-Edwards  (16,  p.  477)  says  that  in 
general  there  are  2  lymphatic  canals  running  parallel  with  the 
aorta,  but  expresses  some  doubt  about  their  emptying  into  the 
cervical  or  cephalic  sinuses.  He  further  adds  in  a  footnote  that 
Fohmann  (4)  found  2  longitudinal  lymphatic  vessels  traveling 
along  with  the  aorta  in  the  eel,  which  received  branches  from 
the  trunk  musculature  and  emptied  anteriorly  into  the  cephalic 
sinus.  With  the  pike  Sappey  (25,  p.  49)  represents  the  trunk 
sous-vertebral  2,$  occupying  the  same  canal  as  the  caudal  artery 
and  vein,  being  situated  below  the  vein,  and  receiving  branches 
which  traverse  the  muscles  adjacent  to  the  hasmal  spines.  With 
the  Pleuronectidee  (p.  50)  he  states  that  the  inferior  spinal  trunk 
empties  into  the  jugular  directly  below  the  superior  trunk.      It 


62  ALLEN 

is  also  of  interest  to  note  in  this  connection  that  he  claims  to 
have  found  the  minute  lymphatic  vessels  anastomosing  with  the 
blood  capillaries  in  the  connective  tissue  of  the  muscles  and  the 
skin.  Trois'  description  of  this  canal  in  Lofhius,  Urano- 
scofius,  and  in  the  Pleuronectidae  (28  to  31)  is  very  similar  to 
Sappey's,  but  so  far  as  could  be  learned  he  does  not  give  a 
cephalic  ending  for  this  trunk.  With  the  Pleuronectidas  he  finds 
2  parallel  longitudinal  vessels,  a  superior  and  an  inferior  longi- 
tudinal trunk,  having  numerous  anastomosing  cross  branches 
that  form  a  scale-shaped  network  on  the  caudal  vein.  Hopkins 
does  not  mention  any  longitudinal  haemal  trunk,  but  describes 
(8,  p.  375)  a  large  abdominal  sinus  running  along  the  right  side 
of  the  air-bladder.  Caudad  it  is  said  to  anastomose  with  one  of 
the  ducts  from  the  duodenum  ;  throughout  its  course  it  receives 
branches  from  the  bladder  and  the  stomach  and  finally  empties 
into  the  right  lymphatic  sinus,  which  terminates  in  the  ductus 
Cuvieri. 

Both  the  longitudinal  haemal  lymphatic  trunk  and  the  abdom- 
inal sinus  were  found  in  Scor^pcenichthys.  The  haemal  trunk 
was  noticed  only  in  the  caudal  region,  and  undoubtedly  empties 
into  the  abdomidal  sinus. 

The  abdominal  sinus  in  Scoi'-panichthys  (Figs.  4,  5  and  6, 
Abd.S.)  is  a  very  large  and  important  sinus,  lying  directly 
below  the  kidney  and  extending  from  the  posterior  end  of  the 
abdominal  cavity  to  the  orbit.  A  little  behind  the  precava  it 
divides,  each  fork  following  along  under  its  respective  lobe  of 
the  kidney  continues  cephalad  along  the  ventro-lateral  surface 
of  the  skull,  and  when  the  prootic  process  is  reached  directly 
below  the  jugular,  or  directly  opposite  the  first  internal  branchial 
levator  muscle,  it  turns  inward  and  downward  to  end  blindly 
opposite  the  parasphenoid  behind  the  orbit.  In  some  specimens 
the  injecting  mass  so  settled  as  to  give  the  appearance  of  2 
abdominal  sinuses  with  numerous  cross  branches  in  the  visceral 
cavity.  Throughout  the  abdominal  cavity  this  sinus  receives 
many  branches  from  the  reproductive  organs,  urinary  bladder, 
body  wall,  and  probably  from  the  kidney  itself.  The  body 
wall  vessels  are  the  intercostals,  which  follow  along  the  inner 
surface  of  the  intermuscular  septa  and  anastomose  ventrad  with 


DISTRIBUTION    OF    LYMPHATICS    l\     SCORP^ENICHTHYS        63 

the  profundus  ventral  lymphatic  vessel.  Numerous  interlinking 
vessels  were  also  found  between  this  sinus  and  the  myelonal 
trunk.  With  Ophiodon  a  large  posterior  mesenteric  trunk  was 
seen  to  pass  between  the  generative  organs  with  the  correspond- 
ing vein  acid  empty  into  this  sinus  ;  it  had  its  origin  from  the 
posterior  end  of  the  intestine,  being  simply  a  continuation  of  the 
main  intestinal  trunk.  As  has  already  been  stated  the  abdomi- 
nal sinus  receives  a  communication  from  the  pectoral  sinus,  and 
a  little  in  advance  of  this  a  connection  is  received  from  the  peri- 
cardial sinus  (Figs.  4  and  6) ;  while  between  the  two  it  receives 
the  large  cceliaco-mesenteric  lymphatic  trunk  (Figs.  4  and  6, 
Cce.  Mes.  L.  V.),  coming  from  the  viscera  and  following  the 
course  of  the  corresponding  artery.  In  advance  of  the  head 
kidney  each  cephalic  fork  of  this  sinus  swells  up  considerably 
upon  the  receipt  of  3  sinuses  from  the  region  of  the  branchial 
arches.  An  important  communication,  which  has  already  been 
mentioned  is  the  papilla  from  sinus  (S)  of  the  cranial  lymphatic 
trunk  (Figs.  4  and  5,  S.).  Another  possible  accession  is  the 
profundus  facial  lymphatic  trunk  (Figs.  4  and  5,  P.Fac. 
L.  V.). 

Branchial  or  dorsal  branchial sinuses  (Figs.  4  and  5,  Br.L.Si). 
These  3  sinuses  appear  to  arise  from  the  dorsal  extremities  of 
the  first,  second,  third  and  fourth  arches  respectively,  and  pass- 
ing between  the  obliqui  dorsales  muscles,  unite  with  each  other 
and  the  abdominal  sinus  in  such  a  way  as  to  entirely  encircle  the 

2  internal  branchial  levator  muscles.  My  injections  simply 
showed  these  sinuses  to  be  blind  pockets  off  from  the  ab- 
dominal sinus,  and  no  trunks  from  the  branchial  arches  or 
even  from  the  dorsal  branchial  muscles  were  seen  to  empty 
into  them. 

Vogt  in  the  salmon  (1,  p.  177-8)  describes  the  second  canal 
emptying  into  the  common  cephalic  sinus  as  being  composed  of 

3  different  branches,  each  of  which  is  composed  of  2  different 
components.  These  3  branches  come  from  the  first,  second, 
and  third  branchial  arches,  and  of  their  2  components,  one  is 
very  small,  arising  from  the  superior  part  of  the  arch  especially 
from  the  filaments  ;  while  the  other  is  more  superficial,  continues 
along  the  arch  and  unites  with  the  inferior  jugular  (Veine  de 


64  ALLEN 

Duvernoy).  Vogt  states  that  he  has  succeeded  in  injecting  the 
inferior  jugular  from  the  common  branchial  canal  (Fig.  L  ;  63). 
A  somewhat  similar  arrangement  is  shown  for  the  fourth  arch  ; 
the  two  branchial  components  unite  in  a  common  stem  that  anas- 
tomoses with  a  large  trunk  coming  from  the  middle  <3f  the  body 
and  finally  ends  in  the  cephalic  sinus  as  described  under  the 
abdominal  sinus.  Stannius  (24,  p.  254)  says  that  lymphatic 
vessels  arise  from  the  branchial  arches  and  empty  into  a  trunk 
running  in  the  canal  of  the  arches.  Trois  (28  and  29)  always 
found  a  branchial  trunk  in  the  groove  of  each  arch  in  Lo^phms 
and  Uranoscoftus,  which  received  branches  arising  from  net- 
works in  the  arches  and  in  the  filaments.  The  filament  net- 
works are  represented  as  being  much  finer  and  necklace-shaped, 
while  those  of  the  arch  are  irregular  and  much  coarser.  In 
connection  with  Uranoscoptis  (29,  p.  26)  the  author  states  that 
Fohman  (4)  is  the  only  one  having  described  these  branchial 
lymphatic  vessels,  and  attributes  the  fact  that  they  have  not  been 
discovered  by  other  investigators  to  their  faulty  method  of  pro- 
cedure, namely,  of  immersing  the  specimen  in  alcohol.1 

Miiller  (15)  and  Stannius  (24)  have  shown  a  somewhat  similar 
arrangementof  branchial  vessels  under  the  head  of  vencentitritice, 
and  in  a  previous  paper  of  mine  (2)  both  dorsal  and  ventral 
nutrient  branchial  veins  were  figured  and  described  ;  the  former 
emptied  into  the  jugular  and  the  latter  into  the  inferior  jugular. 
These  vessels  received  branches  from  the  arches  and  the  filament 
nutrient  veins,  which  arose  from  a  capillary  network  in  the  fila- 
ments. This  network  could  easily  be  distinguished  from  the 
regular  gill  network  on  account  of  its  different  arrangement 
and  its  much  coarser  meshes. 

In  not  being  able  to  find  lymphatic  vessels  arising  from  the 
gills  and  the  branchial  arches  I  am  not  disposed  to  contradict 
their  existence,  for  I  can  see  no  reason  why  the  gills  should 
not  possess  lymphatics. 

'In  this  connection,  would  state  that  I  see  no  objection  to  preserving  an 
Injected  specimen  in  alcohol  or  formalin  for  future  reference.  I  have  kept 
injected  material  in  formalin  for  years  in  as  perfect  shape  as  when  first  injected, 
and  upon  writing  up  a  description  find  them  of  greater  value  than  reference 
figures  or  mere  memory. 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORP/ENICIITHYS        65 
5.      FACIAL    LYMPHATICS. 

As  in  the  trunk  region  there  is  a  distinct  superficial  and  pro- 
fundus system.  Strange  to  say  Vogt  (1,  p.  137)  is  the  only 
anatomist  to  have  definitely  described  lymphatics  arising  from 
the  facial  region  of  Pisces.  The  first  canal  emptying  into  the 
cephalic  sinus  in  the  salmon  is  said  to  originate  on  the  temporal 
(pterotic)  crest  from  two  trunks  coming  from  the  head.  The 
first  branch,  which  is  somewhat  similar  to  the  vessel  described 
below  in  Scorpa>nic]ithys  as  the  profundus  facial  lymphatic 
trunk,  has  its  source  at  the  anterior  angle  of  the  nasal  fossa, 
and  passing  through  the  orbit  receives  branches  from  the  upper 
part  of  the  face  and  head.  The  second  branch,  which  is  evi- 
dently analogous  to  the  superficial  facial  trunk  in  Scorpamich- 
thys,  is  represented  as  following  along  under  the  suborbital 
bones  and  collecting  numerous  branches  from  the  surface  of  the 
cheeks,  of  which  the  inferior  maxillary  vessel  is  the  largest; 
this  is  said  to  run  along  in  front  of  the  preopercle  from  which 
it  receives  several  branches.  Hyrtl  (7,  p.  236)  describes  a 
swelling  of  the  jugular  at  the  entrance  of  the  optic  nerve  into 
the  orbit  that  is  in  communication  with  a  similar  bulb  on  the 
opposite  side  as  the  sinus  ophthalmicus  (Fig.  8,  d),  and  this 
sinus  he  thinks  receives  the  lymph  from  the  head.  In  a  pre- 
vious paper  (2)  a  similar  sinus-like  vessel  was  described  as  cross- 
ing the  eye  muscle  canal  and  connecting  the  2  internal  jugular 
veins  ;  but  with  Ophiodon  there  is  no  marked  swelling  of  the 
jugulars  at  the  junction  with  the  connecting  vessel,  which  is 
evidently  nothing  more  than  a  venous  sinus.  Stannius  (24,  p. 
254)  claims  that  the  connection  of  the  head  and  trunk  lymphatics 
has  not  yet  been  made  clear. 

Superficial  facial  lymphatic  trunk  (Figs.  4  and  5,  S.Fac- 
L.  V.).  — With  Scorpatnichthys  this  trunk  has  its  origin  in  the 
region  of  the  first  suborbital  bone  from  a  dorsal  and  a  ventral 
fork ;  the  dorsal  branch  comes  from  the  snout  and  the  space 
surrounding  the  nasal  sac  ;  while  the  ventral  branch  follows 
along  above  and  behind  the  maxilla.  After  uniting  the  common 
stem  crosses  the  orbit  between  the  adductor  muscle  of  the  pala- 
tine arch  and  the  upper  and  inner  edge  of  the  chain  of  subor- 
bital bones,  or  suborbital  stay  as  it  is  in  this  species.     Upon 


66  ALLEN 

reaching  the  posterior  end  of  the  orbit  it  crosses  over  the  facialis- 
mandibularis  nerve  and  vein,  and  after  passing  across  the  lateral 
surface  of  the  prootic  process  unites  with  the  jugular  papilla  of 
the  cephalic  sinus  (see  Figs.  4  and  5)  and  ultimately  reaches 
the  jugular.  Numerous  branches  were  received  from  the  sur- 
face of  the  adductor  mandibular  muscles,  and  soon  after  cross- 
ing the  facialis-mandibularis  vein,  is  joined  from  the  rear 
by  a  rather  large  branch,  which  runs  along  the  dorsal  and 
inner  surface  of  the  opercle.  No  inferior  maxillary  branch  as 
described  by  Vogt  in  the  salmon  was  noticed. 

Profundus  facial  lymphatic  trunk  (Figs.  4  and  5,  P.Fac- 
L.  V.). —  In  the  last  specimen  dissected  the  course  of  this  canal 
could  be  followed  much  better  than  in  any  of  the  others.  It 
appears  to  be  entirely  confined  to  the  region  of  the  orbit.  In 
this  specimen  it  started  from  the  dorsal  side  of  the  orbit,  and 
passing  ventrad  across  the  anterior  end  of  the  orbit  bifurcates  at 
the  ventro-cephalic  corner  of  the  orbit,  but  soon  reunites.  The 
outer  or  sinus  portion  being  much  the  larger,  extends  some  dis- 
tance ventrad  between  the  adductor  muscles  of  the  palatine  arch 
and  the  mandible  ;  a  few  branches  from  the  adductor  mandibular 
were  noticed,  and  after  uniting  the  common  stem  passes  caudad 
across  the  orbit  on  the  surface  of  the  adductor  muscle  of  the 
palatine  arch,  a  little  mesad  of  the  facialis-maxillaris  vein,  but 
some  little  distance  inward  from  the  superficial  facial  lymphatic 
vessel.  This  trunk  could  be  traced  to  a  point  immediately  be- 
neath the  junction  of  the  internal  and  external  jugular  veins, 
but  no  farther.  Very  likely  it  continues  caudad  below  the 
jugular  through  the  prootic  process  foramen  and  empties  into 
the  abdominal  sinus.  The  final  ending  of  the  profundus  facial 
lymphatic  trunk  could  not,  however,  be  determined. 

6.     LYMPHATICS    OF    THE    HYOID    ARCH. 

Two  distinct  lymphatic  canals  are  found  running  along  the 
dorsal  or  anterior  and  the  ventral  or  posterior  edges  of  the  arch. 
Of  these  the  -posterior  or  ventral  lymphatic  trunk  (Figs.  3  and  4, 
P.Hyo.  T.)  appears  to  be  the  main  stem.  It  traverses  the  lower 
and  posterior  edge  of  the  epi-  and  cerato-hyals,  and  from  be- 
tween each  2  branchiostegal  rays  receives  1  or  2  small  branches 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORPyENICHTHYS        67 

(Fig-  3,  Hh.S.L.  V.)  arising  from  the  hyo-hyoideus  superior 
muscles  and  the  branchiostegal  membrane.  Directly  behind  the 
inter-hyal  the  posterior  hyoidean  trunk  expands  into  a  reservoir 
designated  as  the  hyoidean  sinus  (Figs.  3  and  4,  Ilyo.S.).  This 
sinus  also  receives  the  anterior  or  dorsal  hyoidean  trunk  (Figs. 
3  and  4,  A.Hyo.T.),  which  runs  along  the  upper  and  anterior 
edge  of  the  epi-  and  cerato-hyals,  and  in  front  of  the  inter-hyal 
swells  up  into  a  sort  of  a  sinus  from  which  a  papilla  crosses  the 
outer  surface  of  the  inter-hyal  and  empties  into  the  main  hyoi- 
dean sinus.  At  about  the  center  of  the  arch  quite  an  important 
branch  was  seen  to  join  it  from  the  genio-hyoideus  muscle. 
This  vessel  (Figs.  2  and  3,  Gh.L.  V.)  after  passing  along  the 
inner  ventral  surface  of  the  muscle,  crosses  the  first  and  second 
branchiostegal  rays,  and  at  this  point  makes  a  sharp  curve  to 
cross  the  outer  surface  of  the  cerato-hyal  and  empty  into  the 
anterior  hyoidean  trunk.  The  main  hyoidean  sinus  (Fig.  4, 
Ilyo.S.)  gradually  tapers  down  dorsally  into  a  papilla  that 
empties  into  the  cephalic  sinus  from  below  and  to  the  rear,  and 
ultimately  reaches  the  jugular  through  it.  This  system  of 
lymphatic  vessels  appears  to  have  been  almost  entirely  over- 
looked. The  only  reference  found  is  that  of  Hyrtl  (7,  p.  237)» 
where  he  represents  the  lymphatics  from  the  tongue  and  branchi- 
ostegal rays  as  emptying  into  the  lateral  trunk  near  the  cephalic 
sinus. 

This  concludes  the  description  of  the  distribution  of  the 
lymphatic  trunks  of  the  head,  dorsal,  ventral  and  pectoral  fins 
of  Scorpcsnichthys,  but  2  important  sinuses  into  which  they 
empty,  and  which  ultimately  terminate  in  the  venous  system 
remain  to  be  described. 

7.     CEPHALIC    SINUS. 

With  the  salmon  Vogt  (1,  p.  136)  represents  the  cephalic 
sinus  as  being  an  expansion  of  the  lateral  lymphatic  trunk  at 
the  cephalic  end  of  the  thorax,  which  lies  under  the  clavicle  and 
has  a  slit  covered  by  a  valve  that  leads  into  a  vessel  about  the 
diameter  of  a  pin  head,  which  terminates  in  the  sinus  of  Cuvier 
near  the  jugular.  This  sinus  is  said  to  have  3  other  openings 
that  are  also  defended  by  valves.     In  brief  the  first  comes  from 


68  ALLEN 

the  face,  the  second  from  the  first  3  branchial  arches,  and 
the  third  from  the  fourth  branchial  arch,  the  viscera,  and  the 
body  wall.  Hyrtl  (7)  states  that  the  lateral  trunk  in  Acificn- 
ser,  Cy-prinns,  Leuciscus,  Esox,  etc.,  ends  in  a  thin-walled 
pear-shaped  sinus  situated  at  the  side  of  the  skull,  a  little 
behind  the  orbit,  which  empties  into  the  jugular  a  little  forward 
of  the  lower  jaw  and  opercular  vein.  This  sinus  he  believes  is 
contractile  upon  electrical  or  mechanical  stimulation.  With  the 
salmon  and  trout  the  lateral  trunk  is  said  after  passing  under 
the  clavicle  to  end  in  a  sinus  that  discharges  itself  in  the  sinus 
of  the  spermatic  vein  (Sinus  der  Holvenen)  at  its  junction  with 
the  ductus  of  Cuvier.  A  valve  was  seen  at  the  point  of  union, 
but  no  vessels  were  described  in  advance  of  the  cephalic  sinus ; 
doubtless  for  reasons  so  fully  set  forth  by  Vogt  (1),  namely,  that 
the  vessels  emptying  into  this  sinus  were  all  guarded  by  valves, 
and  the  injection  mass  would  naturally  find  its  way  into  the 
venous  system.  With  Pcrca  lucioferca,  Tinea  chrysitis  and 
Cottus  gobio  both  points  of  union  were  noticed.  Stannius  (24,  p. 
254)  speaks  of  the  lymphatics  from  the  head,  gills,  and  trunk  as 
uniting  in  a  sinus  that  emptied  into  the  truncus  transversus  (pre- 
cava)  near  the  jugular,  and  in  a  footnote  states  that  this  com- 
munication was  noted  by  Monro  (14)  and  Hewson  (5).  Milne- 
Edwards  (16,  p.  475)  following  Hyrtl  says  that  in  the  pike, 
roach,  grudgeon,  barb  and  sturgeon,  the  lateral  trunk  is  pro- 
longed into  the  head  and  terminates  at  the  base  of  the  cranium 
into  a  sinus  that  empties  into  the  jugular  through  a  transverse 
canal.  While  in  the  salmon,  cod,  rays  and  sharks  he  describes 
the  lateral  vessels  as  opening  into  a  pair  of  cervical  sinuses, 
which  descend  behind  the  center  of  the  scapula  to  unite  in  the 
median  line  at  a  point  where  the  abdominal  sinus  joins  them, 
and  each  of  these  scapular  reservoirs  is  said  to  communicate 
with  the  ductus  Cuvieri  through  an  orifice  protected  by  valves. 
Also  with  Perca  lucioferca  and  Cottus  Gobio  2  modes  of  com- 
munication with  the  venous  system  are  vaguely  mentioned. 
Trois's  description  in  Lophius  (28,  p.  8)  of  the  termination  of 
the  2  lateral  lymphatic  vessels  in  the  cervical  or  cephalic  sinuses 
and  their  union  with  the  abdominal  sinus  is  almost  identical 
with    the    descriptions    given    by    Hyrtl    and    Milne-Edwards, 


DISTRIBUTION    OF    LYMPHATICS    IN     SCORP.-EMCIITIIYS        69 

except  that  no  connection  is  noted  with  the  venous  system. 
According  to  Sappey  (25)  there  are  no  cephalic  sinuses  in  the 
carp  or  the  pike.  He  states  that  both  the  lateral  and  myelonal 
or  superior  longitudinal  spinal  lymphatic  trunks  empty  directly 
into  the  jugular,  and  with  the  Pleuronectidie  the  inferior  spinal 
or  longitudinal  hcemal  trunk  likewise  terminates  in  the  jugular, 
while  the  ventral  trunk  empties  directly  into  the  ductus  Cuvieri. 
No  other  vessels  were  mentioned  from  the  head  region,  doubt- 
less for  the  reasons  given  above.  Hopkins  represents  the  lat- 
eral lymphatic  trunk  of  Aiuia  (8,  p.  371)  as  passing  under  the 
clavicle  and  opening  into  a  cephalic  sinus  at  the  base  of  the 
cranium.  This  sinus  is  described  as  receiving  the  pericardial 
sinus  from  below  ;  its  opening  into  the  jugular  is  said  to  be 
about  1  cm.  cephalad  and  a  little  ventrad  of  the  dorsal  end  of 
the  clavicle,  and  the  orifice  is  guarded  by  a  valve  opening  into 
the  vein. 

Possibly  it  might  simplify  matters  somewhat  to  classify  the 
cephalic  sinuses  and  their  connections  described  in  the  previous 
paragraph  under  5  different  heads.  Firsts  in  Acifienscr,  Cy- 
■prinus  Leaciscus,  Fsox,  etc.,  the  lateral  trunk  after  passing 
under  the  pectoral  arch  follows  the  ramus  lateralis  vagi  to  the 
base  of  the  skull,  and  there  expands  into  a  cephalic  sinus  that 
empties  into  the  jugular.  Second,  with  Lofhius,  the  salmon, 
trout,  ray,  and  shark  the  lateral  trunk  immediately  after  pass- 
ing under  the  shoulder-girdle  discharges  itself  in  a  cervical  or 
cephalic  sinus  that  empties  into  the  precava,  and  which  accord- 
ing to  Vogt  in  the  salmon  receives  other  trunks  from  the  face 
and  the  branchial  arches.  Third,  midway  between  these  two 
extremes  comes  Aw/a  with  a  lateral  trunk  which  after  passing 
under  the  clavicle  terminates  in  a  cephalic  sinus,  that  also  re- 
ceives the  pericardial  sinus,  and  which  ultimately  empties  into 
the  jugular  instead  of  the  precava.  Fourth,  Perca,  Tinea, 
and  Cottus  are  vaguely  described  as  having  two  communica- 
tions with  the  venous  system  ;  probably  the  jugular  and  pre- 
cava connections  are  the  ones  referred  to.  Fifth,  with  the 
carp,  pike  and  flatfish  there  are  said  to  be  no  cephalic  sinuses, 
the  main  lymphatic  trunks  emptying  directly  into  the  jugular 
and  precava. 


170  ALLEN 

What  is  designated  as  the  cephalic  sinus  in  Sco?'pceiiichthys 
(Figs.  4  and  5,  Cefih.S.)  does  not  fit  very  well  into  any  of  these 
classes  and  seems  to  constitute  one  of  its  own.  Here  this  sinus 
is  a  sort  of  stomach-shaped  reservoir  situated  between  the 
hyomandibular  bone  and  the  first  internal  branchial  levator  mus- 
cle, which  would  make  it  nearly  opposite  and  a  little  below  the 
level  of  the  cerebrum  and  the  optic  lobes.  Its  cephalic  dorsal 
corner  gradually  tapers  down  into  a  papilla,  which  passes  in- 
ward and  empties  into  the  jugular  directly  behind  the  prootic 
process.  At  this  point  the  jugular  itself  expands  into  a  sort  of 
reservoir  before  greatly  diminishing  in  caliber  to  pass  through 
the  foramen  formed  by  the  prootic  bone  and  its  process.  In  a 
large  uninjected  specimen  of  Ophiodon  from  which  a  portion 
of  the  dorsal  wall  of  the  jugular  had  been  removed  the  orifice 
could  be  distinctly  seen  from  the  inside  of  the  vein.  It  pierced 
the  ventro-lateral  wall  a  little  behind  the  prootic  process,  and 
was  guarded  by  a  strong  valve  that  opened  into  the  vein.  This 
valve  was  attached  dorsad,  but  was  free  three  fourths  of  the 
way  around.  As  the  cephalic  sinus  papilla  passed  behind  the 
prootic  process  to  empty  into  the  jugular  it  recieves  the  super- 
ficial facial  trunk.  In  the  posterior  ventral  corner  of  the  cephalic 
sinus  there  is  a  second  opening  into  which  a  prolongation  of  the 
hyoidean  sinus  enters.  A  third  opening  remains  to  be  noted  in  the 
posterior  dorsal  corner,  which  is  in  connection  with  a  lateral 
papilla  from  a  sinus  at  the  cephalic  end  of  the  cranial  lymphatic 
trunk  (Figs.  4  and  5,  S).  As  previously  stated  this  sinus  corres- 
ponds in  position  to  the  cephalic  sinus  described  and  figured  by 
Hyrtl  in  Leuciscus,  however,  in  Scorjicenichthys  this  sinus  does 
not  empty  directly  into  the  venous  system ;  anteriorly  it  tapers 
rapidly  down  into  a  papilla  that  passes  ventrad  between  the 
cephalic  sinus  papilla  and  the  first  internal  branchial  levator 
muscle  to  communicate  with  the  cephalic  end  of  the  abdominal 
sinus,  but  in  no  case  was  any  direct  connection  noticed  between 
it  and  the  cephalic  sinus,  the  cephalic  sinus  papilla,  or  the  jug- 
ular vein.  As  stated  above  the  connection  of  this  sinus  with  the 
cephalic  sinus  comes  from  its  lateral  wall.  Sinus  S  in  Scorfce- 
nichthys  (Figs.  4  and  5)  is  therefore  to  be  regarded  as  simply  an 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORPyENICIITHYS         7 1 

expansion  of  the  cranial  lymphatic  trunk  ;  a  trunk  that  is  formed 
by  the  union  of  the  lateral  and  myelonal  canals. 

8.    PERICARDIAL    SINUSES. 

Strange  to  say  so  far  as  could  be  determined  Hopkins  (8,  p. 
372—3)  is  the  only  one  to  describe  such  a  sinus  ;  evidently  it  is 
absent  in  the  other  species  studied  or  else  it  has  been  over, 
looked.  The  ventral  lymphatic  trunk  in  „  \111ia  is  represented  as 
branching  at  the  level  of  the  heart ;  each  fork  running  between 
the  pericardium  and  the  tough  fibrous  partition  separating  the 
pericardial  from  the  abdominal  cavity,  is  said  to  merge  into 
large  pericardial  sinuses  that  communicate  with  the  sinuses  of 
the  lateral  trunk  (cephalic  sinuses).  With  Scorpcenichthys  this 
is  a  very  large  and  extremely  important  sinus,  and  appears  to 
be  made  up  of  several  divisions  or  sub-reservoirs,  which  have 
for  convenience  been  designated  as  the  main  pericardial,  pos- 
terior, and  ventral  pericardial  sinuses. 

One  of  the  main  pericardial  sinuses  (Figs.  4,  6,  9  and  10, 
Per.S.)  is  perhaps  best  shown  in  Fig.  6,  which  is  drawn  from 
a  very  large  specimen  that  was  well  injected  and  hardened  in 
formalin.  It  is  a  retort-shaped  reservoir  situated  directly  behind 
the  precava  or  ductus  of  Cuvier.  Its  dorsal  stem  crosses  the 
corresponding  lobe  of  the  kidney  to  unite  with  the  main  lateral 
trunk.  In  this  specimen  a  branch  was  given  off  caudad  at  the 
base  of  the  kidney  which  anastomosed  with  a  branch  of  the 
pectoral  sinus  that  emptied  into  the  abdominal  sinus.  In  no 
other  specimen  was  this  connection  noticed,  but  a  little  below 
this  level  and  in  front  there  is  always  some  communication  with 
the  abdominal  sinus.  Here  a  much  larger  branch  is  given  off 
cephalad  (Figs.  4  and  6)  which  soon  expands  into  3  large 
divisions  (Fig.  6  ;  a,  b  and  c).  The  most  anterior  one  (a)  passes 
cephalad  to  terminate  in  the  abdominal  sinus  directly  behind 
the  precava.  The  middle  one  (b),  which  is  the  largest  of  the  3, 
is  a  blind  sac  that  extends  ventrad  directly  behind  the  precava 
and  rests  on  the  dorsal  surface  of  the  sinus  venosus.  Without 
carefully  dissecting  out  sinus  (/;)  it  always  has  the  appearance 
of  emptying  into  the  sinus  venosus.  I  have,  however,  carefully 
dissected  out  this  sinus  in  many  specimens  to  make  certain  that 


72 


ALLEN 


there  was  no  communication  with  the  venous  system  here,  and 
have  satisfied  myself  in  every  case  that  this  is  simply  a  blind 
sac.  The  third  division  (c)  is  merely  a  much  smaller  blind  sac, 
lying  behind  (b).  At  about  this  level  the  pericardial  sinus 
receives  a  small  lymphatic  vessel  from  the  side,  which  comes 
from  the  center  of  the  clavicle  (Figs.  4  and  6,  C.L.  V.).  In 
this  region  it  is  important  to  avoid  confusing  the  external 
subclavian  and  anterior  gastric  or  oesophagus  veins  (Fig.  6, 
J?. Sub.  V.  and  A. Gas.  V.)  with  the  lymphatics.  The  external 
subclavian  vein  crosses  over  the  pericardial  sinus  and  its  divi- 
sions {a,  b  and  c)  to  discharge  itself  in  the  precava ;  while  the 
anterior  gastric  veins  pass  under  the  pericardial  sinus,  but  over 
its  divisions  (a,  b  and  c)  and  likewise  empty  into  the  precava. 
There  is  always  quite  a  prominence  in  the  neighborhood  of  the 
anterior  ventral  corner  of  the  pericardial  sinus  which  extends 
outward  and  forward  some  little  distance  between  the  external 
and  internal  pharyngo-clavicularis  muscles. 

From  a  lateral  view  what  appears  to  be  a  separate  posterior 
pericardial  sinus  (Figs.  4  and  6,  Per.S.m)  emptying  into  the 
main  pericardial  sinus  is  shown  in  a  ventral  view  (Figs.  9  and 
10,  Pcr.S.(Y))  to  be  nothing  more  than  a  posterior  continuation 
of  the  main  pericardial  sinus.  Each  of  these  so-called  posterior 
pericardial  sinuses  or  posterior  continuations  of  the  main  peri- 
cardial sinuses  passes  at  first  ventrad  behind  the  sinus  venosus 
and  ventricle,  being  separated  from  them  only  by  the  pericar- 
dium, and  when  the  posterior  ventral  corner  of  the  ventricle  is 
reached  curves  backward  at  nearly  right  angles.  At  this  point 
in  about  half  of  the  specimens  a  connecting  branch  (Fig.  6  and 
10,  X)  was  given  off  cephalad  to  anastomose  with  a  papilla  of 
the  ventral  pericardial  sinus  (Figs.  6  and  10,  P.  V.Pcr.S.)  that 
communicates  with  the  main  pericardial  sinus.  In  an  equal 
number  of  specimens  connecting  vessel  (X)  was  absent  (see 
Figs.  4  and  9),  and  possibly  it  should  be  noted  that  in  these 
specimens  the  ventral  pericardial  sinus  papilla  always  followed 
very  close  to  the  posterior  portion  of  the  main  pericardial  sinus. 
Both  of  the  posterior  pericardial  sinuses  or  posterior  portions  of 
the  main  pericardial  sinuses  continue  backward  some  little  dis- 
tance, gradually  increasing  in  size  as  they  approach  one  another, 


DISTRIBUTION    OF    LYMPHATICS    IN     SCORIM5NICHTII YS 


73 


until  finally  they  come  into  contact,  but  do  not  anastomose. 
Both  of  them  end  some  little  distance  in  advance  of  the  ventral 
fins,  and  either  may  receive  the  profundus  ventral  lymphatic 
trunk. 


Ji.l.J.V. 


Mut.Kto 


Ph.L.V. 

Nixt.Vn 


V.P?r.S.(r> 

Lin.  r. 


Fig.  7.  Shows  the  branching  of  the  ventral  pericardial  sinus  to  the  pharynx 
region,  especially  to  the  bases  of  the  first  and  second  branchial  arches  and  the 
thyroid  gland.  The  anterior  ventral  pericardial  sinus  has  been  cut  and  turned 
forward  from  its  natural  position.     Small  Scorpcenichthys.      Natural  size. 

A  list  of  the  abbreviations  used  in  text-figs.  7  to  10  will  be  found  in  a  general 
list,  p.  87,  under  13. 


With  Scorfcenichthys  there  is  always  a  distinct  and  very  im- 
portant ventral  ^pericardial  sinus  (Figs.  3,  4,  6,  7,  9  and  10, 
V. Per. Si).  Since  there  is  always  a  marked  depression  in  the 
region  of  the  bulbus  arteriosus  this  sinus  might  be  said  to  con- 
sist of  an  anterior  and  a  posterior  portion.  The  posterior  por- 
tion of  this  sinus  (Figs.  3,4,  6,  9  and  10,  V.Per.S.)  is  a  somewhat 
irregularly-shaped  reservoir  situated  below  the  anterior  end  of 
the  ventricle  and  the  bulbus  arteriosus.  Its  2  posterior  dorsal 
corners  are  prolonged  across  the  posterior  half  of  the  ventricle 
as  papilla?  (Figs.  4,  6,  9  and  10,  P.  V.Per.S.),  which  com- 
municate with  the  anterior  ventral  corners  of  the  corresponding 
pericardial  sinuses.  Between  these  2  papillae  the  ventral  longi- 
tudinal lymphatic  trunk  curves  around  the  cephalic  ends  of  the 
pelvic  bones,  and  empties  in  the  median  line  into  the  posterior 
end  of  the  ventral  sinus.  Ventrally  this  sinus  bifurcates  and 
soon  forms  2  conspicuous  reservoirs  situated  on  the  ventral  sur- 
Proc.  Wash.  Acad.  Sci.,  May,  1906. 


74 


ALLEN 


face  of  the  clavicles  (see  Fig.  3),  and  into  these  sinuses  the  ven- 
tral prolongations  of  the  pectoral  sinuses  terminate.  The  ante- 
rior dorsal  corner  of  the  posterior  ventral  pericardial  sinus  is  con- 
tinuous with  the  anterior  portion  of  the  ventral  pericardial  sinus. 


Mut.m 

JVntVar 


.I.j.r. 


Fig.  8.  Deeper  dissection  of  the  same  specimen  as  Fig.  7  to  show  the  origin 
of  the  inferior  jugular  from  the  nutrient  branchial  veins  and  its  course  above 
the  ventral  aorta. 

This  sinus  (Figs.  3,  4,  6,  7,  9  and  10,  V.Per.S.{l))  passes  cepha- 
lad  along  the  lower  side  of  the  ventral  aorta,  and  when  midway 
between  the  combined  trunks  of  the  third  and  fourth  afferent 
branchial  vessels  and  the  second  pair  of  afferent  branchial 
vessels,  it  divides  ;  each  fork,  designated  as  the  ^pharynx  lym- 
phatic vessel  (Figs.  3,  6,  7  and  8,  Ph.L.V.),  passes  at  first 
obliquely  across  the  thyroid  gland  and  the  second  afferent 
branchial  trunk.  Here  it  bifurcates,  the  anterior  fork  going 
along  the  side  of  the  thyroid  to  the  base  of  the  first  branchial 
arch  ;  while  the  other  stem  continues  along  between  the  afferent 
and  efferent  branchial  vessels  of  the  second  arch  and  shortly 
sends  off  a  branch  which  traverses  along  behind  the  afferent 
branchial  trunk.  Neither  of  these  branches  could  be  traced 
farther  than  to  the  origin  of  the  first  branchial  filaments.  They 
evidently  only  receive  lymph  from  the  connective  tissue  lining 
the  base  of  the  second  branchial  arch  and  the  thyroid  gland. 
Since  no  similar  branch  was  found  on  any  of  the  other  branchial 
arches  this  fork  has  been  designated  as  a  pharynx  rather  than 
a  branchial  vessel.  In  well-injected  specimens  as  is  shown  by 
(Fig.  6,  Thyr.L.  V.,  and  Fig.  3)  there  was  found  an  additional 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORIVENICHTHYS        75 

stem  emptying  into  the  ventral  pericardial  sinus  between  the  2 
pharynx  vessels.  It  apparently  arises  solely  from  the  thyroid 
gland,  and  it  may  have  some  direct  connection  with  some  of  the 
branches  of  the  inferior  jugular  that  run  along  the  dorsal  sur- 
face of  the  gland. 

During  the  early  stages  of  this  work  I  had  no  inference  that 
either  the  pharynx  or  the  thyroid  lymphatic  vessels  had  any 
communication  with  the  inferior  jugular.  Later  on  a  specimen 
was  dissected  in  which  the  entire  venous  system,  with  the  single 
exception  of  the  jugular  and  its  branches,  was  found  to  be  well 
filled  from  an  injection  of  the  myelonal  lymphatic  trunk.  This 
of  course  led  me  to  believe  that  there  must  be  another  commu- 
nication with  the  venous  system  in  the  head  region  other  than 
the  cephalic  sinus,  and  most  careful  search  was  made  of  all  the 
lymphatic  vessels  surrounding  the  jugular,  precava,  sinus 
venosus,  and  especially  lobe  (b)  of  the  pericardial  sinus  ;  still 
no  connection  whatever  was  found.  Also  every  opening  into 
these  veins  was  accounted  for.  As  the  work  progressed  the 
lymphatics  of  several  heads  was  injected  from  the  ventral 
lymphatic  trunk,  and  as  a  rule  in  these  specimens  the  pericar- 
dial lymphatic  sinuses,  the  thyroid,  and  pharynx  lymphatic  ves- 
sels were  well  filled,  and  the  mass  entered  the  nutrient  branchial 
and  the  inferior  jugular  veins,  but  rarely  extended  in  the  inferior 
jugular  as  far  back  as  the  sinus  venosus  ;  it  would  first  run  out 
some  of  the  cut  lymphatic  vessels  that  were  severed  in  removing 
the  head.  In  one  specimen  I  first  injected  the  venous  system 
from  one  of  the  hepatic  veins  with  a  blue  mass,  and  after  allow- 
ing the  mass  to  partially  solidify,  injected  the  lymphatics  with  a 
yellow  mass  from  the  ventral  lymphatic  trunk.  The  lymphatic 
sinuses,  pharynx,  and  thyroid  lymphatic  vessels  were  found  to 
be  well  filled  with  the  yellow  mass,  as  was  also  the  nutrient 
branchial  veins,  and  the  yellow  mass  had  forced  back  the  blue 
a  short  distance  in  the  inferior  jugular  vein.  Upon  further  dis- 
section the  entire  venous  system,  including  the  jugular  and  the 
dorsal  nutrient  branchial  veins,  was  found  to  be  filled  with  the 
blue  mass,  indicating  of  course  that  a  connection  must  exist  be- 
tween either  the  pharynx  or  the  thyroid  lymphatic  vessel  and  one 
of  the  branches  of  the  inferior  jugular.     By  dissection  I  have 


76 


ALLEN 


been  unable  to  find  the  exact  point  of  union,  but  am  inclined  to 
believe  that  the  thyroid  vessel  is  the  one  that  communicates 
with  the  venous  system.  For  a  short  distance  each  pharynx 
lymphatic  vessel  runs  along  the  ventral  surface  of  the  combined 
trunk  of  the  third  and  fourth  nutrient  branchial  veins,  and  at 
this  point  several  dorsal  branches  are  given  off,  but  they  ap- 
parently go  to  the  posterior  end  of  the  thyroid.  The  largest  of 
them,  however,  leads  into  the  sinus  situated  at  the  base  of  the 
second  branchial  arch. 


H.LJ.V, 

V.Per.Slrr 


P.  V.fkrS: 

Per.Sr 


Fig.  9.  Ventral  view  of  the  large  pericardial  lymphatic  sinuses  surrounding 
the  heart.  Only  a  portion  of  the  ventral  pericardial  sinus  is  figured.  In  this 
specimen  the  two  interlinking  arms  between  the  ventral  pericardial  and  the  peri- 
cardial sinuses  had  no  additional  connection  with  the  posterior  portion  of  the 
pericardial  sinus  as  it  has  in  some  specimens,  shown  in  Fig.  10.  Medium  large 
Scorpcenichthys.     Natural  size. 


It  is  of  interest  in  this  connection  to  again  note  that  Vogt  (i, 
p.  138)  in  the  salmon  describes  one  of  the  2  dorsal  lymphatic 
trunks  of  each  branchial  arch*,  which  terminates  in  the  cephalic 
sinus,  as  being  prolonged  ventrad  and  anastomosing  with  the 
veine  de  Duvernoy  (inferior  jugular),  and  from  Vogt's  descrip- 
tion it  is  perfectly  clear  that  he  has  not  confused  the  nutrient 


DISTRIBUTION    OF    LYMPHATICS    IX    SCORI'/ENTCHTHYS 


77 


branchial  veins  for  lymphatics,  otherwise  they  would  terminate 
in  the  jugular  and  not  in  the  lymphatic  trunk  that  emptied  into 
the  cephalic  sinus.  It  will  be  seen  at  a  glance  that  this  connec- 
tion of  the  dorsal  lymphatic  trunks  with  the  inferior  jugular 
described  by  Vogt  in  the  salmon  is  very  different  from  the  some- 
what hypothetical  union  described  above,  notwithstanding  that 
both  modes  of  communication  occur  in  the  same  vicinity. 


KPer.SAO 


&r.S. 


Per.&W 


Fig.  io.  Same  view  of  another  specimen  as  Fig.  9  in  which  the  interlinking 
arms  of  the  pericardial  and  ventral  pericardial  sinuses  had  an  additional  connec- 
tion (JC)  with  the  posterior  portion  of  the  pericardial  sinus.  Medium  size 
Scorpcznichthys.     Natural  size. 


Possibly  at  this  point  a  note  should  be  made  in  connection 
with  the  inferior  jugular  and  its  branches.  In  Scorfamichthys 
2  inferior  jugulars  empty  into  the  sinus  venosus,  a  large  right 
and  a  much  smaller  left  inferior  jugular  (Figs.  3,  6,  7  and  8, 
7?.  and  L.I.J.  V.) ;  both  of  which  pass  along,  above  and  to  the 
side  of  the  ventral  aorta,  and  unite  in  a  common  stem  directly 
behind  the  common  trunks  of  the  third  and  fourth  afferent 
branchial  vessels.  Perhaps  it  would  have  been  more  accurate 
to  have  conversely  stated  this  arrangement  by  saying  that  the 
common  stem  of  the  inferior  jugular  bifurcated  behind  the  com- 
raoji  trunks  of  the  third  and  fourth  afferent  branchial  vessels, 


78  ALLEN 

and  each  fork  after  passing  along  the  side  of  the  ventral  aorta 
emptied  into  the  sinus  venosus.  Following  the  common  stem 
of  the  inferior  jugular  cephalad  it  will  be  seen  from  (Figs.  6,  7 
and  8)  that  it  may  branch  and  each  fork  receive  first  the  com- 
bined sinus-like  trunk  of  the  third  and  fourth  nutrient  branchial 
veins  and  then  in  succession  the  second  and  first  nutrient 
branchial  veins  as  shown  by  Fig.  8,  Nut.  V.(S4),  etc.)  or  as  was 
noticed  in  other  specimens  may  expand  into  a  broad  sinus 
between  the  second  and  third  branchial  arches,  which  in  like 
manner  collects  the  nutrient  branchial  veins.  In  either  case  the 
anterior  part  of  the  inferior  jugular  in  spreading  out  over  the 
thyroid  gland  took  on  more  the  appearance  of  a  lymphatic  trunk 
than  it  did  a  vein.    • 

9.     GENERAL    CONSIDERATIONS    AND    SUMMARY. 

Scorficenichtkys  has  as  complete  a  lymphatic  system  as  is  to 
be  found  in  any  vertebrate  ;  in  general  wherever  there  is  con- 
nective tissue  there  are  lymphatics.  As  in  the  higher  Verte- 
brata  there  are  distinct  superficial  and  profundus  systems.  In 
the  trunk  region  the  main  lymphatic  canals  are  longitudinal 
trunks  that  terminate  caudad  in  the  caudal  vein,  and  cephalad 
empty  in  one  way  or  another  into  the  cephalic  and  ventral  peri- 
cardial sinuses,  which  ultimately  reach  the  jugular  and  appa- 
rently the  inferior  jugular  veins.  These  sinuses  are  simply 
non-contractile  reservoirs  in  no  way  comparable  to  the  lym- 
phatic hearts  of  the  Batrachia.  In  the  region  covered  by  this 
paper  no  valves  were  found  except  at  the  orifice  of  the  cephalic 
sinus  papilla  in  the  jugular. 

1.  The  lateral  lymphatic  canal  in  the  trunk  region  very 
closely  resembles  the  descriptions  already  given  for  other 
species.  Dorsal  and  ventral  intermuscular  or  transverse 
branches  were  regularly  received ;  they  arose  from  a  network 
in  the  connective  tissue  of  the  myotomes  and  skin,  and  anasto- 
mosed above  with  the  dorsal  lymphatic  trunk  and  below  with 
the  ventral  trunk.  In  the  anterior  region  of  the  trunk  there 
are  dorsal  and  ventral  lateral  lymphatic  vessels,  which  are 
merely  a  series  of  longitudinal  cross-branches,  lying  above  and 
below  the  main  lateral  trunk,  but  which  give  additional  support 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORP/ENICHTHYS        79 

to  Trois'  statement  that  similar  longitudinal  trunks  in  Urano- 
scofins  are  doubtless  of  only  secondary  importance.  Before 
passing  under  the  shoulder-girdle  the  lateral  trunk  receives  a 
large  pectoral  sinus  that  collects  the  lymph  from  the  pectoral 
fin  region,  and  from  here  on  its  course  and  connections  are  very 
different  from  what  has  been  described  for  any  other  fish. 
Following  the  first  rib  inward  it  receives  a  communication  from 
the  pericardial  sinus,  and  opposite  the  atlas  unites  with  a  fork 
of  the  myelonal  trunk  in  what  is  designated  as  the  occipital 
sinus,  from  which  the  cranial  trunk  has  its  source. 

2.  A  large  and  very  important  myelonal  or  superior  longi- 
tudinal spinal  lymphatic  trunk  is  found  traversing  the  spinal 
canal  above  the  cord,  from  which  it  is  separated  by  a  septum. 
The  neural  or  interspinal  branches  noted  by  previous  workers 
are  very  conspicuous  in  Scorfcenichlhys ;  all  of  which  anasto- 
mose above  with  the  dorsal  lymphatic  trunks,  and  many  of 
them  are  prolonged  ventrally  to  connect  with  the  abdominal 
sinus  or  the  longitudinal  haemal  lymphatic  trunk.  Evidently 
this  trunk  is  absent  in  many  species  or  else  it  has  been  over- 
looked. So  far  as  could  be  ascertained  Sappey  is  the  only 
one  to  give  it  a  cephalic  ending  ;  he  represents  it  with  the  pike 
and  carp  as  curving  outward  at  the  first  cervical  vertebra  and 
emptying  directly  into  the  jugular.  In  Scorpcenichthys  the 
myelonal  trunk  bifurcates  directly  behind  the  skull ;  each  fork 
passing  outward  between  the  skull  and  atlas  unites  with  the 
lateral  lymphatic  trunk  in  forming  the  cranial  lymphatic  trunk, 
and  as  stated  above  the  occipital  sinus  marks  the  point  of  union. 

3.  The  cranial  lymphatic  trunk  follows  along  the  ventro- 
lateral wall  of  the  skull  above  the  jugular,  and  shortly  before 
the  prootic  process  is  reached  dilates  into  sinus  (s),  which  opens 
laterally  into  the  cephalic  sinus  and  anteriorly  into  the  abdomi- 
nal sinus. 

4.  Trois'  description  of  the  dorsal  lymphatic  trunk  in  Lophius 
and  Uranoscopus  will  answer  equally  well  for  Scor^pcEiiichthys. 
In  the  fin  region  it  splits  up  into  3  parallel  vessels,  2  of  which 
run  along  at  the  side  and  base  of  the  rays  and  the  third  is  a 
median  trunk  that  traverses  the  basal  canal  of  the  rays ;  the 
latter  trunk  receives  branches  from  the   fin   membrane,   there 


80  ALLEN 

being  2  for  each  spine  or  ray,  and  sends  outward  numerous 
cross-branches  to  the  lateral  trunks ;  the  two  lateral  dorsal 
trunks  communicate  with  the  lateral  lymphatic  trunk  through 
the  intermuscular  or  transverse  vessels,  and  with  the  myelonal 
trunk  through  the  neural  or  interspinal  vessels.  The  first  neural 
vessel  passes  between  the  skull  and  the  first  neural  spine  and 
empties  into  the  cranial  lymphatic  trunk. 

5.  With  Scorficenichlhys  the  ventral  lymphatic  trunk  in  front 
of  the  anal  fin  is  not  a  paired  vessel  as  described  by  Trois. 
Between  the  ventrals  it  expands  into  a  large  heart-shaped  sinus 
into  which  the  ventral  fin  sinuses  are  discharged.  They 
receive  the  lymph  from  the  ventral  fins  and  are  prolonged  be- 
tween the  body  myotomes  and  the  ventral  fin  musculature  to 
end  in  the  ventral  lymphatic  trunk.  Two  other  branches  have 
their  origin  from  between  the  superficial  and  profundus  ab- 
ductor muscles  of  the  ventral  fin.  In  the  median  line  the  ven- 
tral lymphatic  trunk  penetrates  between  the  superficial  and  pro- 
fundus abductor  muscles,  and  following  along  the  lower  side 
of  the  pelvics  terminates  in  the  posterior  end  of  the  ventral 
pericardial  sinus.  The  ventral  intermuscular  or  transverse' 
vessels  connect  this  trunk  with  the  lateral  lymphatic  trunk. 

6.  A  profundus  ventral  lymphatic  trunk  was  observed  run- 
ning along  the  inner  surface  of  the  body  musculature  parallel 
with  the  main  ventral  lymphatic  trunk.  Connecting  branches 
were  noticed  between  the  two  in  the  region  of  the  ventral  fins, 
and  it  was  also  in  communication  with  the  abdominal  sinus 
through  the  intercostal  vessels  ;  while  anteriorly  it  emptied  into 
one  of  the  pericardial  sinuses. 

7.  A  large  pectoral  sinus  is  placed  at  the  base  of  each  pec- 
toral ;  dorsad  it  unites  the  lateral  trunk  and  the  abdominal  sinus, 
and  ventrad  it  is  prolonged  to  communicate  with  the  ventral 
pericardial  sinus.  Into  the  pectoral  sinus  is  discharged  a  com- 
mon trunk  formed  from  the  union  of  the  external  and  internal 
pectoral  sinuses.  These  sinuses  run  along  at  the  base  of  the  fin 
and  receive  connecting  branches  from  the  median  pectoral  sinus, 
which  traverses  the  basal  canal  of  the  rays  and  collects  the 
lymph  from  the  fin.  Trois  is  the  only  one  to  describe  the  pec- 
toral lymphatics,  and  he  represents  the  n>ain  trunks  in  Loph/us 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORP/ENICHTHYS        8l 

and    Uranoscopus    as    emptying    directly     into     the    cephalic 
sinus. 

8.  In  Scor-p<znichth\$  there  are  distinct  superficial  and  pro- 
fundis  facial  lymphatic  systems.  The  superficial  system  arises 
in  the  snout  region,  follows  the  upper  inner  surface  of  the  sub- 
orbital stay  through  the  orbit,  and  after  receiving  a  branch  from 
the  opercular  region  joins  the  jugular  papilla  of  the  cephalic 
sinus  directly  behind  the  prootic  process  ;  while  the  profundus 
system  takes  its  origin  from  a  large  orbital  sinus,  and  could  be 
traced  to  a  point  directly  in  front  of  the  foramen  formed  by  the 
prootic  process  with  the  skull,  but  no  further.  Very  likely  it 
passes  through  this  foramen  below  the  jugular  and  empties  into 
the  abdominal  sinus.  Vogt  describes  somewhat  similar  vessels 
in  the  salmon  as  uniting  in  a  common  trunk  that  emptied  into 
the  cephalic  sinus,  which  is  located  under  the  clavicle. 

9.  There  are  in  Scorpcenichthys  2  lymphatic  canals  running 
along  either  side  of  the  hyoid  arch.  The  ventral  or  posterior 
one  is  evidently  the  main  trunk,  since  it  collects  the  lymph  from 
the  branchiostegal  region  and  expands  into  a  sinus  behind  the 
interhyal,  which  receives  the  dorsal  or  anterior  trunk.  This 
hyoidean  sinus  tapers  down  dorsad  into  a  papilla  that  empties 
into  the  cephalic  sinus. 

10.  Strange  to  say,  my  dissections  have  revealed  no  lym- 
phatic vessels  coming  from  the  cranial  cavity ;  these  doubtless 
exist,  but  the  injection  mass  has  failed  to  reach  them.  From 
the  arrangement  of  the  blood  vessels  one  would  expect  to  find 
one  of  the  trunks  passing  out  of  the  cranial  cavity  near  the  V  and 
VII  complex,  and  joining  one  of  the  large  lymphatic  sinuses 
attached  to  the  side  of  the  skull.  Very  likely  there  is  a  poste- 
rior trunk,  which  in  some  way  or  another  unites  with  the  mye- 
lonal  trunk.  In  some  previous  work  on  the  vascular  system  the 
myelonal  trunk  of  a  large  Ophiodon  was  injected,  and  upon 
opening  up  the  cranial  cavity  all  of  the  semi-circular  canals  of 
the  ear  were  found  to  be  filled  with  injecting  mass. 

11.  An  extremely  important  vesicle  in  Scorpcenichthys  is  the 
abdominal  sinus,  which  is  situated  directly  below  the  kidney, 
and  forking  with  it  is  prolonged  cephalad  to  the  orbit.  It 
receives  the  lymphatics  from  the  reproductive  organs,  the  inter- 


82  ALLEN 

costal  vessels,  the  coeliaco-mesenteric  trunk  from  the  viscera, 
the  dorsal  branchial  sinus  which  could  only  be  traced  to  the 
arches,  and  more  than  likely  the  lymphatic  vessels  from  the 
kidney  and  the  profundus  facial  trunk ;  in  addition  it  has  inter- 
linking branches  with  the  myelonal  trunk,  and  has  communica- 
tions with  the  pectoral  sinus,  the  pericardial  sinus,  and  the 
cranial  trunk. 

12.  What  is  designated  as  the  cephalic  sinus  in  Scorflce- 
nichthys  may  be  only  analogous  to  the  similar  sinus  of  other 
fishes  that  performs  the  same  function,  but  which  has  entirely 
different  connections  and  very  different  modes  of  termination. 
With  Scor-panichthys  this  is  a  non-contractile  stomach-shaped 
reservoir  situated  beneath  or  mesad  to  the  upper  portion  of  the 
hyomandibular.  Dorsad  it  tapers  down  into  a  sort  of  a  papilla 
that  empties  into  the  jugular  directly  behind  the  prootic  process. 
The  orifice  of  this  papilla  is  guarded  by  a  valve,  which  opens 
into  the  vein.  In  one  way  or  another  the  lymph  from  the  entire 
body  can  reach  this  sinus  ;  the  superficial  facial  lymphatic  trunk 
unites  with  its  jugular  papilla;  the  hyoidean  sinus  empties  into 
it  from  below ;  and  a  connecting  branch  from  sinus  (s)  of  the 
cranial  trunk,  which  is  also  in  direct  communication  with  the 
abdominal  sinus,  is  received  from  above  and  behind. 

13.  The  pericardial  sinuses,  which  surround  the  heart  in 
Scorficenic/ithys  have  been  subdivided  into  3  distinct  reservoirs. 
What  has  been  designated  as  the  main  pericardial  sinus  is  situ- 
ated between  the  precava  and  the  shoulder-girdle.  It  is  in  con- 
nection above  with  the  lateral  lymphatic  trunk,  and  sends  off  a 
vecicle  anteriorly  that  soon  divides  into  3  lobes,  the  most  ante- 
rior being  in  communication  with  the  abdominal  sinus  and  the 
other  2  ending  blindly.  Some  little  distance  below  this  level 
the  pericardial  sinus  is  continuous  posteriorly  into  what  has  been 
described  as  the  posterior  pericardial  sinus,  which  either  ends 
blindly  or  receives  the  profundus  ventral  lymphatic  trunk.  In 
addition  to  all  these  connections  it  also  receives  from  below  and 
in  front  a  prolongation  of  the  ventral  pericardial  sinus,  a  sinus  of 
considerable  importance,  which  can  always  be  separated  into  a 
posterior  and  an  anterior  portion.  The  former  receives  the 
ventral  lymphatic  trunk  and  the  ventral   prolongations  of  the 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORP^ENICIITIIYS        83 

pectoral  sinuses  ;  while  the  latter  branches  anteriorly  into  what 
has  been  designated  as  the  thyroid  and  pharynx  vessels,  one  of 
the  other  of  which,  undoubtedly  communicate  with  the  inferior 
jugular.  As  was  noted  for  the  cephalic  sinus,  the  lymph  from 
the  entire  body  can  be  discharged  in  one  way  or  another  into 
the  ventral  pericardial  sinus,  and  doubtless  ultimately  into  the 
inferior  jugular. 

IO.     SYNONYMY. 

Abdominal  sinus.  —  Desc.  as  2  parallel  trunks  following  the 
aorta  (?),  Vogt  (1) ;  Vasi  longitudinali  spinali  inferiori  (?),  Trois 
(28) ;  Le  tronc  sous-vertebral  (?),  Sappey  (25) ;  Third  abdominal 
sinus  (?),  Hopkins  (8). 

Branchial  lymphatic  sinuses. — Canaux  muciques  des 
branchies  and  Canaux  muciques  du  4me.  arc  branchial,  Vogt 
(1)  ;  Linfatici  delle  branchie,  Trois  (28). 

Cephalic  sinus.  —  Kopf-Sinus,  Hyrtl  (7) ;  Desc.  as  spacious 
reservoir  lying  under  the  clavicle,  Vogt  (1) ;  Desc.  Stannius 
(24)  and  Milne-Edwards  (16) ;  Seni  cefalici  o  cervicali,  Trois 
(28);  Cephalic  sinus,  Hopkins  (8). 

Dorsal  fin  lymphatic  vessels.  —  Tronchetti  linfatici  delle  pinne, 
Trois  (31);    Reseau  cutane    de    la    nageoire    dorsale,    Sappey 

(25). 

Dorsal  lymphatic  trunk.  —  Untergeordnetere  oberflachliche 

Langsstamme,    Stannius    (24) ;     Desc.    Milne-Edwards    (16) ; 

Tronco  linfatico  longitudinale  dorsale,  Trois  (28) ;  Les  troncs 

lymphatiques  dorsaux,  Sappey  (25) ;   Dorsal  lymphatic  trunk, 

Hopkins  (8). 

Intermuscular  or  transverse  lymphatic  vessels.  —  Seitenast- 
Paare,  Hyrtl  (7) ;  Desc.  Stannius  (24),  Milne-Edwards  (16), 
and  Hopkins  (8) ;  Tronchetti  trasversali,  Trois  (28) ;  Troncules 
qui  s'etendent  au  tronc  abdominal  and  Troncules  qui  relient  le 
tronc  lateral  au  tronc  abdominal,  Sappey  (25). 

Lateral  lymphatic  trunk.  —  Seitengefasse,  Hyrtl  (7);  Grand 
canal  lateral  and  des  canaux  muciques,  Vogt  (1) ;  Seitenlangs- 
stamme,  Stannius  (24) ;  Les  troncs  lateraux,  Milne-Edwards 
(16)  and  Sappey  (25)  ;  Tronchi  linfatici  laterali,  Trois  (28) ; 
Lateral  lymphatic  trunk,  Hopkins  (8). 


84  ALLEN 

Secondary  lateral  lymphatic  trunks.  —  Probably  one  of 
Stannius'  dorsal  lymphatic  trunks ;  Desc.  Milne-Edwards  in 
Silurus  ;  Tronchetti  linfatici  laterali  accessor]'  (29). 

Median  pectoral  Jin  sinus. — Vaso  collettore  profondo  (?), 
Trois  (28). 

Myelonial  or  superior  longitudinal  spinal  lymphatic  trunk.  — 
Wassergefasse  im  Ruckenmarks-Canal,  Hyrtl  (7) ;  Langs- 
stammes  des  Canalis  spinalis,  Stannius  (24) ;  Longitudinale 
spinale  superiore  (28)  and  Tronco  linfatico  sopravertebrale 
(31),  Trois  ;  Tronc  lymphatique  sus-vertebral  ou  intrarachidien, 
Sappey  (25). 

Neural  or  interspinal  lymphatic  vessels.  —  Desc.  Hyrtl, 
Stannius,  and  Milne-Edwards ;  Vasi  interspinosi,  Trois  (28) ; 
Troncules  lymphatiques  qui  viennent  se  jeter  dans  le  grand 
tronc  sus-vertebral,  Sappey  (25). 

Pericardial  sinus.  —  Pericardial  sinus,  Hopkins  (8). 

Profundus  facial  lymphatic  trunk.  —  Desc.  Vogt  (1). 

Pectoral  sinus.  —  Desc.  Hyrtl  and  Stannius;  Trois  (28)  desc. 
three  pectoral  sinuses  emptying  into  cephalic  sinus ;  Pectoral 
sinus,  Hopkins  (8). 

Superficial  facial  lymphatic  trunk.  —  Desc.  Vogt  (1). 
Ventral  fin  lymphatic  sinuses.  —  Desc.    Hyrtl,   Trois,    and 
Sappey ;  Sinus  at  the  base  of  the  ventral  fin,  Hopkins  (8). 

Ventral  or  abdominal  lymphatic  trunk.  —  Ein  unpaarer 
epigastrischer  Langsstamm,  Stannius  (24);  Desc.  Milne-Ed- 
wards (16)  ;  Tronchi  linfatici  abdominali,  Trois  (28) ;  Les  troncs 
lymphatiques  inferieurs  ou  abdominaux,  Sappey  (25);  Ventral 
lymphatic  vessel,  Hopkins  (8). 

II.     LITERATURE. 

1 .  Agassiz  et  Vogt. 

1845     Anatomiedes  Salmones.    Memoires  de  la  Societe  des  Sciences  Naturelles 
de  Neuchatel. 

2.  Allen,  W.  F. 

1905     Blood-Vascular   System  of    the   Loricati   (The  Mail-cheeked    Fishes). 
Proc.  Wash.  Acad.  Sci.,  Vol.  VII. 

3.  Ecker,  A. 

1889     Anatomy  of  the  Frog.     Trans,  by  G.  Haslam.     Oxford. 


DISTRIBUTION    OF    LYMPHATICS    IN     SCORIVKNICHTHYS        85 

4.  Fohmann. 

1827     Das  Saugadersystem  der  Wirbelthiere,  I  Heft.     Heidelberg. 

5.  Hewson,  W. 

1769     An  Account  of  the  Lymphatic  System  in  Fishes.     Phil.  Trans. 

6.  Hall,  M. 

1836     A  Critical  and  Experimental  Essay  on  the  Circulation  of  the  Blood. 

7-  Hyrtl.J. 
1843     Ueber   die    Caudal   und   Kopf-Sinuse   der    Fische.     Arch.    f.  Anat.   u. 
Physiol. 

8.  Hopkins,  G.  S. 

1893  The  Lymphatics  and  Enteric  Epithelium  of  Amia  calva.  The  Wilder 
Quarter-Century  Book.     Ithaca. 

9.  Jones,  T.  W. 

1868     The  Caudal  Heart  of  the  Eel  a  Lymphatic  Heart.     Phil.  Trans. 

10.  Kilborne,  F.  L. 

1884  Preliminary  Note  on  the  Lymphatics  of  the  Common  Bull-head,  Ameiu- 
rus  catus.  Proc.  Amer.  Asso.  Adv.  Sci.,  Thirty-third  meeting.  Phila- 
delphia. 

11.  Leeuwenhoek. 

1660  Arcana  Naturae  ditecta.  In  Epist.  LXVI,  about  1660,  described  the 
caudal  heart  of  the  eel. 

12.  Leydig,  F. 

1851  Anatomisch-histologische  Untersuchungen  iiber  Fische  und  Rep- 
tilien.  Lehrbuch  der  Histologic  des  Menschen  und  der  Thiere.  Zur 
Anatomie  und  Histologic  der  Chimaera  monstrosa.  Arch.  f.  Anat.  u. 
Physiol. 

13.  Langer,  C. 

1867  Ueber  Lymphgefasse  des  Darmes  einiger  Susswasserfische.  Du  Bois 
und  Reicherts  Archiv. 

14.  Monro,  A. 

1785     The  Structure  and  Physiology  of  Fishes. .     London. 

15.  Miiller,  J. 

1839  Vergleichende  Anatomie  der  Myxinoiden.  M^m.  de  l'Acad.  des  Sci. 
de  Berlin. 

16.  Milne-Edwards,  H. 

1859     Lemons  sur  la  Physiologie  et  l'Anatomie  compare'e.     Tome  IV.     Paris. 

17.  Moreau,  E. 

1881     Histoire  naturelle  des  Poissons  de  la  France. 

18.  Mayer,  P. 

1888  Ueber  Eigenthiimlichkeiten  in  den  Kreislaufsorganen  der  Selachier. 
Mitth.  Zool.  Stat.  Neapel.     VIII.  Bd. 

19.  Owen,  R. 

1871     Anatomy  of  Vertebrates.     Vol.  I.     London. 


86  ALLEN 

20.  Parker,  T.  J. 

1866  On  the  Blood  vessels  of  Mustelus  antarcticus.     Phil.  Trans. 

21.  Robin,  C. 

1845  Note  sur  le  systeme  sanguin  et  lymphatique  des  Raies  et  des  Squales 
Journal  lTnstitut. 

22.  Robin,  C. 

1845  Sur  les  vaisseaux  lymphatiques  des  Poissons.  Arch.  gen.  de  m^d. 
Partie  anatomique. 

23.  Robin,  C. 

1867  M^moire  sur  l'anatomie  des  lymphatiques  des  Torpilles.  Jour,  de 
l'Anat.  et  Physiol. 

24.  Stannius,  H. 

1854  Handbuch  der  Anatomie  der  Wirbelthiere.  Vol.  II  of  Siebold  und 
Stannius.     Berlin. 

25.  Sappey,  P.  C. 

1880  Etudes  sur  l'appareil  mucipare  et  sur  le  systeme  lymphatique  des  pois 
sons.     Paris. 

26.  Schafer,  E.  A. 

1898     Text-Book  of  Physiology.     Pages  1S1-185  ;  261-285  ;  285-312.    London. 

27.  Sabin,  Florence  R. 

1902  On  the  Origin  of  the  Lymphatic  System  from  the  Veins  and  the  Devel- 
opment of  the  Lymph  Hearts  and  Thoracic  Duct  in  the  Pig.  Amer. 
Jour,  of  Anat. 

28.  Trois,  E.  F. 

1878  Ricerche  sul  sistema  linfatico  del  Lophius  piscatorius.  Atti  del  R. 
Istituto  Veneto  di  scienze,  lettere  ed  arti.     Vol.  IV,  Ser.  5. 

29.  Trois,  E.  F. 

1880  Ricerche  sul  sistema  linfatico  dell'Uranoscopus  scaber.  Atti  del  R. 
Istituto  Veneto  di  scienze,  lettere  ed  arti.     Vol.  VI,  Ser.  5. 

30.  Trois,  E.  F. 

1881  Ricerche  sul  sistema  linfatico  dei  Pleuronettidi,  Rhombus  maximus  e  R. 
lsevis.     Atti    del   R.  Istituto   Veneto   di  scienze,  lettere  ed  arti.     Vol. 

VII,  Ser.  5. 

31.  Trois,  E.  F. 

1881  Ricerche  sul  sistema  'linfatico  dei  Pleuronettidi,  Psettini,  Platessini, 
Pleuronectini,  e  Soleidi.  Atti  del  R.  Istituto  Veneto  di  scienze,  lettere 
ed  arti.     Vol.  VII,  Ser.  5. 

32.  Trois,  E.  F. 

1882  Ricerche  sul  sistema  linfatico  dei  Gadoidei,  Motella  tricirrata  e  M.  mac- 
ulata.     Atti  del    R.   Istituto  Veneto  di   scienze,   lettere   ed  arti.     Vol. 

VIII,  Ser.  5. 

33-  Vogt,  C. 

1842  Ueber  die  Schleimgange  der  Fische.  Aemtlicher  Bericht  iiber  die  Ver- 
sammlung  der  Gesellschaft  "deutscher  Naturforscher  und  Aerzte  zu 
Mainz. 


DISTRIBUTION    OF    LYMPHATICS    IN    SCORPyENICIITIIYS        87 

12.    DESCRIPTION    OF    THE    FIGURES. 

Sco  rpcen  ichthys  m  a  rm  0  rat  us . 

All  of  the  figures  were  drawn  to  a  scale  from  injected  specimens.  In  the  col- 
ored figures  the  lymphatics  are  indicated  by  yellow  and  the  veins  by  blue:  while 
in  the  other  figures  the  veins  are  cross-barred  and  the  lymphatics  are  drawn  in 
outline  or  stippled. 

Fig.  1.  Represents  a  general  lateral  view  of  the  head  region  of  a  small  Scor- 
pcenichthys ,'  the  skin  being  removed  to  show  the  superficial  vessels  of  the  body, 
dorsal,  ventral,  and  pectoral  fins.     X^- 

Fig.  2.  Ventral  view  of  the  same  specimen  as  above.  Shows  the  superficial 
vessels  of  the  body,  ventral,  and  pectoral  tins.  The  left  pectoral  superficial  ad- 
ductor muscle  is  cut  distad  and  turned  toward  the  body  to  show  the  profundus 
trunks. 

Fig.  2a.  Is  from  a  transverse  section  through  a  portion  of  the  pectoral  fin 
near  its  base  to  show  the  termination  of  the  pectoral  fin  vessels  in  the  pectoral 
fin  sinus. 

Fig.  3.  Shows  a  ventral  view  of  a  deeper  dissection  of  a  small  Scorpcenich- 
thys  head.  Most  of  the  ventral  musculature  is  removed  as  is  also  the  left  hyoid 
arch,  the  left  branchial  arches,  and  the  left  pectoral  fin.  The  right  hyoid  arch 
is  turned  forward  and  outward  and  the  branchiostegal  rays  are  cut  close  to  their 
bases.  In  this  figure  the  ventral  aorta  and  its  branches  are  cross-barred  with 
blue  lines.  Note  especially  the  anterior  branching  of  the  ventral  pericardial 
sinus  to  the  pharynx  and  the  thyroid  gland.  There  is  undoubtedly  some  com- 
munication in  the  region  of  the  thyroid  with  a  branch  of  the  inferior  jugular. 
Xxff- 

Fig.  4.  Deeper  dissection  of  a  small  Scorpanichthys  as  seen  from  the  left  side. 
The  shoulder-girdle  and  pectoral  fin  are  removed,  as  is  also  a  portion  of  the 
skull,  suborbital  stay,  opercle,  and  the  great  lateral  muscle.     X  %• 

Fig.  5.  Dorsal  view  of  the  great  superficial  and  profundus  trunks  and  sinuses 
of  the  right  side  of  the  head.  Kidney,  brain,  and  walls  of  the  cranium  drawn 
to  show  the  topography.  The  entrance  of  the  cephalic  sinus  into  the  jugular, 
lying  in  front  of  the  VII  nerve  and  directly  behind  the  prootic  process,  is  dis- 
tinctly shown.     Same  specimen  as  Fig.  4.    Natural  size. 

Fig.  6.  Lymphatic  trunks  and  sinuses  in  the  region  of  the  heart  of  a  very 
large  Scorpamichthys  as  seen  from  the  left  side.     X  *A- 
Figs.  7  to  10  have  been  changed  to  text-figures  under  S,  pp.  73,  74,  76  and  77. 

13.     ABBREVIATIONS    USED    IN    THE    PLATE    AND    TEXT-FIGURES. 

A  or  P  prefixed  to  an  abbreviation  signifies  anterior  or  posterior;  R  or  L, 

right  or  left.  A  series  is  numbered  from  cephalad  to  caudad. 

Abd.S.  Abdominal  sinus. 

A.Br.A.(\-i)  Afferent  branchial  trunks. 

Add.M.  Adductor  mandibular. 

Add.P.A.  Adductor  arcus  palatini. 

A.  Gas.  V.  Anterior  gastric  or  oesophagus  veins. 


88  ALLEN 

A.Hyo.T.  Anterior  hjoidean  lymphatic  trunk. 

An.  Auricle. 

B.Art.  Bulbus  arteriosus. 

Br.  Branchiostegal  rajs. 

Br. A. (i-4)  Branchial  arches. 

Br.L.S.  Branchial  or  dorsal  branchial  lymphatic  sinuses. 

Car.  V.  Cardinal  vein. 

Cefh.S.  Cephalic  sinus. 

Cer.  Cerebellum  or  epencephalon. 

CI.  Clavicle. 

CI.  V.  Clavicle  lymphatic  vessel. 

Ccc.Mes.L.V.       Coeliaco-mesenteric  lymphatic  trunk. 

Cr.  Cranial  wall. 

Crb.  Cerebrum  or  prosencephalon. 

Cr.L.  V.  Cranial  lymphatic  trunk. 

D.Dr.M.  Depressor  dorsal  ray  muscles. 

D.F.L.V.  Dorsal  fin  lymphatic  vessels. 

D.L.  V.  Dorsal  lymphatic  trunk. 

D.L.V.(\)  Median  dorsal  lymphatic  trunk. 

Dr.  Dorsal  fin  rays  or  spines. 

Dr.Ex.M.  Extrinsic  muscles  of  the  dorsal  fin. 

E.J.  V.  External  jugular  vein. 

E.Sub.V.  External  subclavian  vein. 

F.Man.V.  Facialis-mandibularis  vein. 

F.Max.  V.  Facialis-maxillaris  vein. 

Gh.L.  V.  Genio-hyoideus  lymphatic  vessel. 

Gfi.M.  Genio-hyoideus  muscle. 

Gh.  V.  Genio-hyoideus  vein. 

HA. I.  V.  Hyo-hyoideus  inferior  vein. 

Hh.S.L.  V.  Hyo-hyoideus  superior  lymphatic  vessel. 

Hh.S.M.  Hyo-hyoideus  superior  muscle. 

Hyo.A.  Hyoid  arch. 

Hyo.S.  Hyoidean  lymphatic  sinus. 

I.J.  V.  Inferior  jugular  vein. 

I. L.Br. A.M.        Internal  branchial  arch  levators. 

Im.M.  Intermandibularis  muscle. 

Ink.  Inter-hyal. 

Intm.  V.  Intermuscular  or  transverse  lymphatic  vessels. 

I.P.S.  Inner  pectoral  fin  sinus. 

J.  V.  Jugular  vein. 

L.Dr.M.  Levator  dorsal  ray  muscles. 

Lin.  V.  Lingual  vein. 

L.L.  Lateral  line  canals. 

L.L.  V.  Lateral  lymphatic  trunk. 

L.L.  V.(2)  Secondary  lateral  lymphatic  trunks. 

L.Net.  Network  of  minute  lymphatic  vessels. 

Man.  Mandible  or  dentary  bone. 

Max.  Maxilla. 

Max.  V.  Maxillaris  vein. 


DISTRIBUTION    OF    LYMPHATICS    IN     SCORP-dSNICHTHYS        89 

Max.  V.  Truncus  maxillaris  trigeminior  infra-01  bitalis. 

M.P.S.  Median  pectoral  tin  sinus. 

My.  Myelon  or  spin;il  cord. 

My.L.V.  Mjelonial  or  superior  spinal  longitudinal  lymphatic  trunk. 

Myo.  Myotomes  of  the  great  lateral  muscle. 

Neu.L.V.  Neural  or  interspinal  lymphatic  vessels. 

Neu.S.  Neural  spines. 

No.  Nasal  opening. 

Nut.  V.(i)  to  (*}  Nutrient  veins  (1)  to  (j). 

O.B.  Olfactory  bulb  or  rhinencephalon. 

Obi.  Oblongata  or  metencephalon. 

Oc.S.  Occipital  sinus. 

O.D.M.  Obliqui  dorsales  muscles. 

O.L.  Optic  lobes  or  mesencephalon. 

O.N .  V.  Orbito-nasal  vein. 

Op.  Operculum  or  opercular  bone. 

O.P.S.  Outer  pectoral  fin  sinus. 

P.  Pectoral  fin. 

P. CI.  Postclavicle. 

P.C.  V.  Connecting  vessels  between  the  median  and  the  outer  and  inner 
pectoral  tin  sinuses. 

Pel.  Pelvic  bones. 

Per.S.  Pericardial  sinus. 

Per.S.(\)  Posterior  pericardial  sinus  or  posterior  portion  of  the  pericardial 
sinus. 

P.Fac.L.  V.  Profundus  facial  lymphatic  trunk. 

P.F.L.  V.  Pectoral  fin  lymphatic  vessels. 

P.F.L.V.(\)  Extra  pectoral  fin  lymphatic  vessels. 

Ph.L.  V.  Pharynx  lymphatic  vessel. 

P.Hyo.T.  Posterior  or  ventral  hyoidean  lymphatic  trunk. 

P.P. Add. M.  Profundus  pectoral  adductor  muscle. 

Pr.  Pectoral  rays. 

Prec.  Precava. 

Prem.  Premaxilla. 

Pro. P.  Prootic  process. 

P.S.  Pectoral  sinus. 

P.  V.Abd.M.  Profundus  ventral  abductor  muscle. 

P.  V. Per.S.  Papilla  of  the  ventral  pericardial  sinus  that  joins  the  main  peri- 
cardial sinus. 

R.Lat.X.  Ramus  lateralis  vagi. 

R.My.L.  V.  Right  fork  of  the  myelonal  lymphatic  trunk. 

5\  Lymphatic  sinus  at  the  cephalic  end  of  the  cranial  trunk. 

S.Cl.  Supraclavicle. 

S.Pac.I,.  I'.  Superficial  facial  lymphatic  trunk. 

S.Oc.  Supraoccipital. 

S.Orb.  Chain  of  suborbital  bones  or  suborbital  stay. 

S.P.Abd.Af.  Superficial  pectoral  abductor  muscle. 

S.P.Add.M.  Superficial  pectoral  adductor  muscle. 

Sp.N.  Spinal  nerves. 

Proc.  Wash.  Acad.  Sci.,  May,  1906. 


9° 


ALLEN 


Sub. A.  Subclavian  artery. 

5.  V.Abd.M.  Superficial  ventral  abductor  muscle. 

5.  Ven.  Sinus  venosus. 

Thyr.  Thyroid  gland. 

Thyr.L.  V.  Thyroid  lymphatic  vessel. 

V.Ao.  Ventral  aorta. 

Ven.  Ventricle. 

Ver.w  First  vertebra  or  atlas. 

V.F.L.S.  Ventral  fin  lymphatic  sinus. 

V.F.L.  V.  Ventral  fin  lymphatic  vessels. 

V.F.L.  V.(\)  Auxiliary  ventral  fin  lymphatic  vessels. 

V.L.S.  Ventral  lymphatic  sinus. 

V.L.  V.  Ventral  or  abdominal  lymphatic  trunk. 

V.L.  V.(i)  Profundus  ventral  lymphatic  trunk. 

V.M.L.V.  Ventral  fin  musculature  lymphatic  vessel. 

V.M.L.V.(\)  Secondary  ventral  fin  musculature  lymphatic  vessel. 

V.Per.S.  Ventral  pericardial  sinus. 

V.Per.S.(\)  Anterior  portion  of  the  ventral  pericardial  sinus. 

Vr.  Ventral  fin  rays. 

X.  Connection  between  the  ventral  sinus  papilla  and  the  posterior 

part  of  the  pericardial  sinus. 

Y.  Point   where  the   ventral   lymphatic  trunk  pierces  the  ventral 

wall  to  empty  into  the  ventral  pericardial  sinus. 

I  to  X.  Cranial  nerves. 

i  to  4.  Afferent  branchial  trunks  1  to  4. 


In  7„,  y. 


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PROCEEDINGS 


OF   THE 


WASHINGTON  ACADEMY  OF  SCIENCES 

Vol.  VIII,  pp.  91-106  pls.   iv-v  July  10,   1906 


EVIDENCE   BEARING   ON   TOOTH-CUSP 
DEVELOPMENT.1 

By  James  Williams  Gidley, 
Department  of  Geology,  U.  S.  National  Museum. 

In  connection  with  the  work  of  cataloguing  the  portion  of  the 
Marsh  collection  of  Mesozoic  mammals,  obtained  under  the  au- 
spices of  the  U.  S.  Geological  Survey  and  now  deposited  in  the 
United  States  National  Museum,  I  have  made  some  discoveries 
of  seeming  importance  in  the  form  of  evidence  bearing  on  the 
question  of  tooth-cusp  homologies  in  the  mammalian  molars. 
This  evidence  I  wish  briefly  to  present  in  the  following  pages, 
hoping  it  may  throw  some  added  light  on  the  very  important 
subject  of  tooth  morphology. 

Before  proceeding,  I  wish  to  express  my  indebtedness  to  Dr. 
George  P.  Merrill  for  making  possible  the  arrangements  for 
this  detailed  study  of  material  and  for  his  encouragement  in  the 
work ;  to  Prof.  Charles  Schuchert,  of  Yale  University,  for 
submitting  to  my  hand  the  type  material  of  the  Marsh  collection 
at  New  Haven  ;  and  to  Prof.  Henry  F.  Osborn  of  the  American 
Museum  of  Natural  History,  for  his  courtesy  in  placing  the 
collection  of  Mesozoic  mammals  in  that  institution  at  my  disposal. 
My  thanks  are  also  due  Mr.  G.  S.  Miller,  Jr.,  for  his  valuable 
aid  in  selecting  study  material  from  the  collection  of  modern 
mammals  in  the  National  Museum  and  for  a  clear  translation 
of  Herluf  Winge's  paper  on  tooth-cusp  development. 

1  Based  on  a  study  of  the  Mesozoic  Mammal  Collection  in  the  U.  S.  National 
Museum. 

Proc.  Wash.  Acad.  Sci.,  July,  1906.  91 


92 


GIDLEY 


Of  the  several  theories  thus  far  advanced  for  the  evolution  of 
the  teeth,  none  has  been  entirely  satisfactory,  and  there  is  still 
a  wide  disagreement  among  authorities,  especially  as  regards 
the  position  of  the  primary  cone  or  "  protocone  "  in  the  upper 
molars.  As  proposed  by  the  late  Prof.  E.  D.  Cope  and  sup- 
ported by  Prof.  Henry  F.  Osborn,  the  primary  cone  is  to  be 
found  invariably  on  the  inner  or  lingual  side  of  the  trigonodont 
upper  teeth,  and  is  the  homologue  of  the  central  cone  in  Tri- 
conodon,  in  which  the  three  main  cusps  are  arranged  in  an 
antero-posterior  line,  the  trigonodont  molar  having  been  derived 
from  this  form  through  the  shifting  of  the  two  lateral  cones  to 
the  outside.  The  central  cone  {protocone)  remaining  on  the 
inner  side,  thus  forms  a  triangle  {trigori)  with  the  apex  pointing 
inward.  In  the  meantime,  according  to  this  theory,  the  cusps 
of  the  lower  molars  are  supposed  to  have  moved  in  the  opposite 
direction,  leaving  the  central  cusps  (flrotocoui'd)  on  the  outside, 
forming  an  oppositely  directed  triangle  (trigonid).  Thus  the 
primary  cones  of  the  upper  and  lower  molars  in  shifting  have 
completely  reversed  their  positions  in  relation  to  each  other,  the 
primary  cone  of  the  upper  molars  not  only  moving  to  the  inner 
side  of  the  crown,  but  taking  a  position  in  the  series  inside  the 
primary  cone  of  the  lower  molars  as  well. 

This  theory,  so  skillfully  worked  out  by  Osborn,  has  been 
widely  accepted  as  satisfactorily  explaining  the  problem  of  tooth- 
cusp  evolution.  But  recent  paleontological  and  embryological 
investigations  have  thrown  a  large  amount  of  discredit  on  the 
whole  theory.  As  stated  by  Wortman,  Scott  has  shown  most 
conclusively,  from  paleontological  evidence,  that  in  the  upper 
molariform  premolars  the  primary  cone  is  on  the  outer  side  and 
the  subsequently  added  cusps  have  a  very  different  history  from 
that  proposed  by  the  tritubercular  theory  for  the  true  molars. 
The  embryological  researches  of  Woodward,  Tacker,  and  others 
have  not  only  confirmed  Scott's  theory  for  the  premolars,  but 
show  also  that  in  all  groups  of  mammals  investigated  the  antero- 
external  cusp  or  paracone  is  first  to  appear  in  the  permanent 
upper  molars  and  milk  molars,  as  it  does  in  the  premolars,  and 
the  order  of  appearance  of  the  other  principal  cusps  is  practi- 
cally the  same  as  proposed  by  Scott  for  the  premolars. 


EVIDENCE    BEARING    ON    TOOTH-CUSP     DEVELOPMENT         93 

Woodward1  found  that  in  Ccntctcs  and  Ericulus  the  main  in- 
ternal cusp,  usually  termed  the  protocone,  was  first  to  develop, 
but  he  believed  this  cusp  to  be  the  paracone,  the  whole  tooth 
representing  only  the  antero-external  triangle  of  such  a  form 
as  Talpa,  the  protocone  and  metacone  not  having  been  de- 
veloped. This,  as  stated  by  Woodward,  is  a  modification  of 
Mivart's  view  published  in  1868, 2  in  which  he  states  his  belief 
that  in  Ccntctcs,  Chrysocloris*  and  like  forms,  the  main 
portion  of  the  crown  represents  the  union  of  the  two  external 
prisms  of  Talpa  and  like  forms.  According  to  Mivart,  the 
main  internal  cusp  of  Ccntctcs,  Ericulus,  Chrysocloris,  etc., 
was  derived  by  the  fusion  of  the  paracone  and  metacone,  while 
the  protocone  and  hypocone  are  wanting  or  rapidly  diminishing 
in  size  and  importance.  According  to  both  Woodward  and 
Mivart,  therefore,  in  these  forms,  which  have  been  considered 
typical  trituberculates,  the  outer  cusps  are  developments  of  the 
cingulum,  while  the  main  internal  cusp  has  been  wrongly  termed 
the  protocone  and  is  in  reality  the  paracone,  according  to 
Woodward,  or  combined  paracone  and  metacone,  according  to 
Mivart,  while  the  inner  cusp  (protocone)  is  greatly  diminished  in 
size  or  has  entirely  disappeared.  These  two  authorities,  there- 
fore, are  agreed  on  the  two  points  of  principal  importance  regard- 
ing Ccntctcs  and  Ericulus,  viz  :  (1)  the  location  of  the  paracone  in 
the  main  internal  cusp  and  (2)  the  ultimate  loss  of  the  protocone. 
I  strongly  concur  in  these  views,  for  in  a  series  of  upper  molars, 
including  Potamogalc,  Solcnodon,  Ccntctcs,  Ericulus,  Hcmi- 
ccntctcs  and  Chrysocloris  (see  figs.  1-6,  pi.  IV),  the  stages  sug- 
gesting the  gradual  diminishing  and  final  disappearance  of  the 
protocone  are  very  complete,  amounting  almost  to  demonstration, 
and  there  can  be  little  doubt  that  the  molars  of  the  Ccntctcs  and 
Chrysocloris  type  have  been  derived  from  forms  similar  to  that 
of  Potamogalc,  involving  the  loss  of  the  protocone.  In  conse- 
quence of  this  the  paracone,  or  combined  paracone  and  meta- 
cone, comes  to  be  the  principal  inner  cusp.     In  Potamogalc  the 

1  Proc.  Zool.  Soc.  London  1S96,  588-589. 

2Journ.  Anatomy  and  Physiol.,  Vol.  II,  139,  1S6S. 

3 The  form  figured  by  Mivart  has  since  been  removed  to  a  distinct  genus, 
Bematiscus  Cope,  Am.  Nat.,  XXVI,  1S92,  127.  The  typical  Chrysocloris  upper 
molar  has  no  trace  of  a  protocone. 


94 


GIDLEY 


protocone  is  quite  prominent  and  still  typical  in  form,  while  in 
Solenodon  it  is  much  reduced  and  is  beginning  to  divide  trans- 
versely, or  more  probably  is  beginning  to  separate  from  a  like- 
wise reducing  hypocone.  This  is  in  favor  of  the  view  held 
by  Mivart  that  the  simple  inner  cusp  in  Potamogale  and  like 
forms  is  in  reality  the  fused  protocone  and  hypocone.  The 
reduction  is  carried  still  further  in  Centetes,  in  which  two 
inner  cingulum-like  cusps  appear,  one  on  each  side  of  the 
enlarged  paracone.  In  Chrysocloris  and  Hemicentetes  the 
inner  cusp  (protocone  and  hypocone)  has  entirely  disappeared. 
Regarding  Mivart's  "  fusion  theory,"  I  am  inclined  to  believe 
that  Woodward  has  not  given  due  weight  to  the  evidence  cited 
by  Mivart  and  that  there  is  considerable  support  for  this  theory 
to  be  found  in  the  modern  bats  and  insectivores.  Mivart  con- 
sidered the  Potamogale  molar  as  an  intermediate  form  between 
molars  of  the  Talfa  type,  having  twro  external  triangular  prisms, 
and  those  of  Centetes  and  Ericulus,  having  only  one  such 
prism.  He  pointed  out  that  in  Potamogale  there  is  "  a  very 
interesting  approximation  of  the  triangular  prisms,"  in  which 
the  paracone  and  metacone,  although  still  remaining  distinct, 
are  in  very  close  juxtaposition.  This  view  is  strongly  supported 
by  a  series  of  bat  molars  to  which  Mr.  G.  S.  Miller  has  kindly 
called  my  attention.  In  this  series,  which  includes  Vesfie?-tilio, 
Scotophilia  and  Harpiocefhahis^  are  suggested  the  successive 
steps  from  Talfa  to  Potamogale  in  the  insectivore  group. 
Vesfertilio  represents  the  normal  or  more  generalized  form, 
in  which  the  protocone  is  large,  the  paracone  and  metacone 
are  widely  separated,  and  the  external  styles  are  nearly  equal 
in  size.  The  mesostyle  is  much  reduced  in  Scoto-philus  and  is 
drawn  inward,  the  paracone  and  metacone  are  more  closely 
appressed  and  the  protocone  is  somewhat  shortened.  In  Har- 
piocephalus  l  the  mesostyle  has  disappeared,  the  parastyle  and 

1  The  skull  of  Harpiocephalns  from  which  this  description  was  taken  was 
obtained  by  Mr.  G.  S.  Miller  through  the  kindness  of  Oldfield  Thomas,  of  the 
British  Museum. 

Unforunately  it  came  too  late  to  be  photographed  and  figured  uniformly 
with  the  series.  Its  place  is  taken  on  Plate  III,  by  an  outline  drawing  from  a 
figure  for  Wilhelm  Peters'  Fledermause  des  Berlines  Museums  fiir  Naturkunde 
(a  projected  monograph  of  the  bats). 


EVIDENCE    BEARING    ON    TOOTH-CUSP     DEVELOPMENT        95 

metastyle  have  drawn  closer  together  and  compose  the  entire 
outer  portion  of  the  crown,  while  the  paracone  and  metacone 
are  closely  approximated,  forming  the  greater  part  of  the  inner 
portion  of  the  crown,  the  protocone  being  very  much  reduced. 
Thus  in  Harfioccphalus  a  stage  is  reached  nearly  analogous 
to  that  of  Potamogale^  the  principal  difference  being  that  the 
metacone  is  the  dominant  cusp  instead  of  the  paracone,  as  in 
the  latter  genus.1 

From  these  comparisons  it  seems  reasonably  clear  that  such 
forms  as  Centctes,  Ericulus  and  Chrysochloris  have  attained  a 
secondary  or  pseudo-tritubercular  form  by  passing  through  some 
such  stages  of  evolution  as  are  suggested  by  the  two  series  here 
selected.  Other  examples  of  a  fusing  paracone  and  metacone 
and  reducing  protocone  may  be  found  in  the  molars  of  some  of 
the  creodonts  and  carnivorous  marsupials  and  in  the  sectorials 
of  many  of  the  carnivores. 

From  the  foregoing  it  now  seems  to  be  demonstrated  beyond 
question  that  the  main  inner  cone  of  Centetes  and  Ericulus  is 
not  the  protocone  as  observed  in  normal  groups,  but,  if  not 
entirely  made  up  of  the  primary  cusp  (paracone),  it  at  least  in- 
volves that  element  and  Woodward's  contention  that  the  evi- 
dence of  embryology  is  in  entire  harmony  for  the  molars  and 
premolars  is  not  controverted  by  these  seeming  exceptions  as 
supposed  by  Osborn. 

Wortman  of  late  has  strongly  opposed  what  he  terms  the 
"cusp  migration  theory,"  and  has  brought  considerable  evi- 
dence to  showr  that,  in  the  creodonts  and  carnivores,  at  least, 
the  cusps  of  the  upper  molars  in  general  are  homologous  to 
those  of  the  molariform  premolars  and  have  had  substantially 
the  same  history  in  their  development. 

Against  this  combined  evidence  Osborn 2  has  recently  re- 
affirmed the  tritubercular  theory,  "  as  originally  proposed," 
resting  the  whole  question  on  the  point  of  evidence  as  to 
"  whether  the  main  reptilian  cone,  or  protocone,  of  the  ances- 

1  In  the  Laramie  mammals  I  find  that  the  metacone  equals  or  is  larger  than 
the  paracone  in  those  forms  in  which  the  postero-external  heel  is  well  developed 
in  the  upper  molars. 

2  Amer.  Journ.  Science  (4),  Vol.  17,  1904,  321-323. 


96 


GIDLEY 


tors  of  the  mammals  was  found  upon  the  antero-internal  side  or 
on  the  antero-external  side  of  the  upper  molars."  This  evidence, 
according  to  Osborn,  is  in  favor  of  the  tritubercular  hypothesis, 
and  conclusive  evidence  of  the  theory  is  furnished  in  the  Jurassic 
mammal  molars.  However,  a  study  of  all  the  mesozoic  mam- 
mal material  available  has  led  the  present  writer  to  exactly 
opposite  conclusions. 

Unfortunately,  Osborn's  observations  were  confined  to  a  very 
limited  amount  of  material,  and  from  a  careful  examination  of 
the  teeth  of  Triconodon  and  Dryolestcs,1  two  forms  especially 
studied  by  him,  it  seems  that  his  conclusions  were  based  on 
evident,  though  perfectly  excusable,  errors  of  observation,  due 
doubtless  to  the  minuteness  of  the  teeth  and  their  dark  color, 
which  make  it  difficult  in  many  cases  to  distinguish,  between  a 
fracture  and  the  natural  surface  of  the  tooth.  Thus,  according 
to  Osborn,2  the  upper  molars  of  Dryolestes  are  "  broadly  trans- 
verse or  triangular  and  upon  the  internal  side  of  each  is  a  large, 
conical,  pointed  cusp,/r,  supported  by  a  large  stout  fang,  .  .  . 
The  external  portion  of  the  crown  is  depressed,  and  bears  one 
large  antero-external  cusp  ? pa  and  one  smaller  postero-external 
cusp  ?  me  which  is  either  partially  worn  away  or  less  pronounced 
in  development."  But  there  are  two  important  cusps  not  noted  by 
Osborn,  one  an  external  cusp  placed  anterior  to  the  main  external 
cusp,  the  other  a  small  but  well-defined  intermediate  cusp  appear- 
ing on  the  posterior  transverse  ridge.  Thus  there  are  five  distinct 
cusps  instead  of  three,  as  stated  by  Osborn,  and  these  do  not  form 
a  trigon  in  the  sense  that  this  term  has  been  used,  for  the  main 
external  cusp  is  in  the  middle  of  the  base  of  the  triangle  instead 
of  forming  one  of  its  angles. 

In  the  upper  molars  of  Triconodon  the  three  principal  cusps  are 
arranged  in  a  direct  line,  and  are  nearly  equal  in  size  and  form, 
and  the  two  lateral  cones  are  each  supplemented  by  a  small  but 
well-defined  internal  basal  heel-like  cusp  and  an  external  basal 
cingulum.  The  main  cusps  are  flattened  externally  into  a  con- 
tinuous wall   in  one  species  (see  PL  V,  fig.  i),  while  they  are 

1  The  specimens  studied  by  the  present  writer  and  referred  to  these  genera 
are  from  the  Atlantasaurus  beds  of  Wyoming.  These  beds  are  usually  referred 
to  the  upper  Jurassic,  although  they  may  be  lower  Cretaceous. 

2Amer.  Journ.  Science  (4),  Vol.  17,  1904,  322. 


EVIDENCE    BEARING    ON    TOOTH-CUS1'     DEVELOPMENT        97 

much  rounded  and  deeply  divided  on  the  inner  or  lingual  side. 
Thus,  there  is  not  the  slightest  suggestion  of  a  tendency  toward 
an  outward  movement  of  the  lateral  pair  of  cusps,  while  it  is 
easily  conceivable  that  the  continued  development  of  the  two 
inner  heel  cusps  and  outer  cingula  wrould  early  result  in  a  gen- 
eral form  of  tooth  very  different  in  pattern  from  the  tritubercular 
type  which  might  form  the  basis  for  such  molars  as  those  of  the 
diprotodont  marsupials  and  many  of  the  rodents  or  even  of  the 
manatee  and  mastodon.  I  do  not  wish  to  be  understood  here 
as  implying  any  relationship  between  these  very  diverse  forms, 
but  as  especially  emphasizing  the  fact  that  in  Triconodon  is  sug- 
gested an  easy  and  not  improbable  way  in  which  some  complex 
molars  may  have  been  derived  without  having  passed  through 
the  typical  tritubercular  stage. 

Thus,  it  is  shown  by  this  restudy  of  the  two  forms,  which 
according  to  Osborn  represent  successive  stages  in  the  evolution 
of  the  mammalian  molar,  that  the  gap  between  them,  which 
was  already  great,  even  according  to  Osborn's  interpretation,  is 
very  greatly  increased  especially  from  the  tritubercular  theory 
standpoint.  Moreover  there  is  no  evidence,  in  the  way  of  in- 
termediate forms,  indicating  that  Dryolestes  ever  passed  through 
a  stage  strictly  analogous  to  that  of  Triconodon  or  that  the 
main  internal  cusp  is  in  any  way  homologous  to  the  central 
cone  in  the  Triconodon  molars.  Furthermore,  a  critical  com- 
parison of  these  two  forms  shows  that  such  an  hypothesis  is  beset 
by  many  difficulties.     The  following   are  the   principal   ones  : 

(1)  The  molars  of  Triconodon  are  larger  and  fewer  in  number 
than  in  Dryolestes  indicating  a  generally  higher  specialization. 

(2)  The  lateral  cones  in  Triconodon  are  already  comparatively 
much  specialized,  being  suplemented  by  growths  of  the  cingu- 
lum  externally  and  heel  cusps  internally  and  thus  do  not  es- 
pecially resemble,  either  in  form  or  proportions,  any  two  of  the 
external  cusps  in  Dryolestes.  (3)  The  external  portion  of  the 
upper  molar  in  Dryolestes  (see  PI.  V,  figs.  2  and  3)  is  composed 
of  three  simple  connate  cusps  supported  by  two  fangs,  their 
general  appearance  suggesting  an  arrangement  homologous  to 
the  three  cusps  and  two  fangs  of  Triconodon;  while  (4)  the 
internal  portion  of  the  tooth  is  a  high   antero-posteriorly  com- 


98 


GIDLEY 


pressed  V-shaped  cusp  supported  by  a  single  fang,  centrally 
placed,  and  exposed  on  its  inner  side  for  the  greater  part  of  its 
length,  the  maxillary  bone  apparently  not  yet  having  formed 
a  completed  socket,  or  alveolus,  for  its  reception.  Thus  the 
whole  construction  of  the  inner  cusp,  which  is  highly  sugges- 
tive of  a  heel  development,  differs  materially  from  the  central 
cone  of  Triconodon. 


A 


O       O      O 


B 


°-=0— °  °^y=°  °=o=° 


c 


0=0=0  0=0-0 


D 


VAVAV 


E 


F 


J 


Fig.  11.  Phyletic  History  of  the  Cusps  of  the  Ungulate  Molars.  A,  Reptilian 
Stage,  Haplodont,  Permian.  B,  Protodont  Stage  {Dromotherium) ,  Triassic. 
C,  Triconodont  Stage  {Amphilestes).  D,  Tritubercular  Stage  (Spalacothe- 
rium).  E,  Tritubercular-tuberculo  Sectorial,  Lower  Jurassic.  F,  The  same,  in 
Upper  Jurassic.  G,  The  same,  in  Upper  Cretaceous.  H,  The  same,  Puerco, 
Lower  Eocene.  /,  Sexitubercular-sexitubercular,  Puerco.  J,  Sexitubercular- 
quadritubercular,  Wahsatch.      (After  Osborn.) 

Considering    the   outer  portion  of    the   Diyolestes  molar  as 
homologous  to  the  three  cones  and  two  fangs  of  Triconodon, 


EVIDENCE    BEARING    ON    TOOTH-CUSP     DEVELOPMENT         99 


^    '    o"o 


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Fig.  12.  Suggested  Phyletic  History  of  T-vo  Types  of  Complex  Molars.  [As 
in  Osborn's  diagram,  the  solid  black  dots  represent  the  cusps  of  the  upper 
molars,  the  circles,  those  of  the  lower  molars.]  1  to  6,  Phyletic  history  of  the 
"  Tritubercular  "  type;  a  to  d,  Phyletic  history  of  the  "  Triconodont  "  type; 
e,f,  From  the  brachyodont  Triconodont  stage  to  the  bilobed  hypsodont  type  of 
molar. 

A,  B,  C,  E  and  G  compare  with  A,  B,  C,  E  and  G  in  Osborn's  diagram,  fig. 
11  ;  ^,  Dryolestes  type,  Atlantosaurus  beds  (?  Upper  Jurassic);  5  and  6,  Proto- 
lambda  or  Pediomys  type,  Laramie  beds  (Upper  Cretaceous);  d,  Triconodon 
type,  Atlantosaurus  beds  (  ?  Upper  Jurassic)  ;  f  Palceolagus  type,  White  River 
beds  (Oligocene). 


IOO  GIDLEY 

the  derivation  of  this  type  of  tooth  is  much  simplified,  it  being 
not  so  far  removed  from  the  primitive  reptilian  condition,  and 
though  diverging  on  different  lines,  is  no  more  specialized,  as 
a  whole,  than  the  Triconodon  type  of  tooth,  the  differentiation 
being  carried  on  more  rapidly  in  the  latter  in  the  special  de- 
velopment of  the  anterior  and  posterior  lateral  cones  and  their 
accessory  cusps,  while  in  Dryolestes  the  specialization  has 
apparently  been  centralized  in  the  development  of  the  high, 
narrow,  heel-like  cusp  and  its  supporting  fang  on  the  inner 
side  of  the  molar. 

This  view  is  strongly  supported  by  the  evidence  obtained  from 
still  another  characteristic  Atlantosaurus-beds  type  of  molar 
represented  by  Dicrocynodon.  In  this  form,  PL  V,  fig.  4,  the 
same  primitive  arrangement  of  three  cusps  and  two  fangs  is 
preserved  in  the  outer  portion  of  the  tooth,  while  on  the  internal 
side  a  large  secondary  cusp  has  been  developed  differing  widely 
in  character  from  that  of  Dryolestes.  This  cusp  is  a  laterally 
compressed  cone  supported  by  two  rudimentary  fangs  and  is 
joined  to  the  outer  portion  of  the  tooth  by  a  high,  wedge-shaped 
ridge.  The  base  of  the  inner  cone  is  greatly  expanded  antero- 
posteriorly,  curving  gently  outward  toward  the  external  portion 
of  the  tooth.  Thus  the  crown,  as  a  whole,  is  greatly  constricted 
medially  with  the  inner  and  outer  portions  superficially  resem- 
bling each  other. 

From  these  observations  two  important  conclusions  may  be 
drawn  :  First,  that,  leaving  out  of  consideration  the  multitu- 
berculates,  there  are  among  the  mammals  of  the  Atlantosaurus 
beds  at  least  three  distinct  forms  of  upper  molars  representing 
three  primitive  types  of  about  equal  specialization  apparently 
leading  off  in  entirely  independent  lines.  Probably  only  one  of 
these,  Dryolestes,  represents  an  ancestral  type  from  which  the 
Upper  Cretaceous  and  later  forms  possessing  trigonodont  molars 
may  have  been  derived.  Second,  that  the  evidence  derived 
from  the  Atlantosaurus  beds  mammals  entirely  supports  the 
evidence  of  embryology  and  agrees  in  general  with  the  "pre- 
molar analogy  "  theory.  Thus,  the  evidence  from  all  sources 
points  overwhelmingly  to  the  conclusion  that  the  primary  cone 
is  to  be  found  on  the  outer  side  in  the  upper  molars  of  primi- 


EVIDENCE    BEARING    ON    TOOTH-CUSP     DEVELOPMENT      IOI 

tive  trituberculate  forms  and  in  all  forms  derived  from  a  tritu- 
bercular  type  of  tooth  as  well,  except  where  the  main  inner  cone 
(protocone)  has  been  reduced  secondarily.  The  opposite  view 
held  by  the  tritubercular  theory  now  apparently  stands  on  very 
insufficient  evidence,  and  the  proposition  that  the  protocone,  of 
Osborn,  represents  the  primary  cusp  is  entirely  without  support. 
The  lower  molars  of  the  Atlantosaurus  beds  mammals  fur- 
nish abundant  additional  evidence  along  the  line  of  conclusions 
regarding  the  shifting  of  three  cusps  from  a  straight  line  to 
form  the  primitive  triangle.  In  such  forms  as  Dryolcstes  and 
Paurodon  we  have  trituberculate  molars  in  the  primitive  or 
forming  stage,  and,  what  is  most  significant,  the  cusps  resemble 
very  closely,  both  in  position  and  relative  proportions,  those  of 
the  premolars  of  later  types  in  their  early  stages  of  transition 
to  the  molariform  pattern.  In  the  lower  molars  of  Paurodon 
the  crown  consists  of  a  high,  pointed  cusp  (protoconid),  centrally 
placed,  a  low  posterior  heel,  a  small  anlero-internal  cusp  (para- 
conid),  and  a  very  small  median  internal  cusp  (metaconid). 
The  last  two  form  the  base  of  the  trigonid.  In  Dryolcstes  both 
the  trigonid  and  the  pimitive  heel  are  somewhat  more  advanced 
in  development.  In  still  other  forms,  such  as  Manacodon  and 
Tinodon,  the  two  internal  cusps  are  relatively  large  and  the 
trigonid  is  fullv  developed,  while  the  heel,  or  talonid,  is  very 
small  or  entirely  wanting.  In  all  the  paraconid  and  metaconid 
are  entirely  on  the  internal  side  of  the  crown,  and  in  these  and 
all  the  material  examined  there  is  not  the  slightest  evidence 
of  any  shifting  of  the  cusps,  but  they  seem  to  have  arisen  in  the 
positions  they  now  occupy.1  In  Paurodon  the  heel  is  apparently 
as  much  or  more  developed  than  either  of  the  internal  cusps 
and  seems  to  have  made  its  appearance  even  in  advance  of  the 
metaconid.  Also  the  metaconid  is  still  very  rudimentary  and  is 
just  budding  off  near  the  base  of  the  protoconid,  but  little  pos- 
terior to  its  apex  and  midway  of  the  entire  length  of  the  crown, 
while  the  place  of  origin  assigned  to  it  by  the  tritubercular 
hypothesis  is  already  occupied  by  the  comparatively  large  heel. 

'This  is  in  accord  svith  the  general  conclusions  on  tooth  cusp  development 
reached  bv  Herluf  Winge  as  early  as  1882.  Widinsk  Meddelelsor  fn  den  natur- 
hist.     Florening  e  Kjobenhavn.  iSS;.  p.  iS. 


102  GIDLEY 

From  these  observations  it  seems  apparent  that  the  trigonid 
of  the  lower  molars  is  not  the  reverse  of  the  trigon  of  the  upper 
molars,  as  held  by  advocates  of  the  tritubercular  theory,  and 
the  homologues  of  the  elements  of  the  upper  and  lower  molars, 
as  proposed  by  this  theory,  are  far  from  being  apparent.  (This 
also  accords  with  the  conclusions  of  Winge.) 

The  lower  molars  of  Triconodon  differ  from  any  of  the  forms 
just  described.  They  are  composed  of  three  nearly  equal 
cone-like  cusps  arranged  like  those  in  the  upper  molars  of  this 
genus  in  an  antero-posterior  line.  There  is  no  cusp  corres- 
ponding with  the  metaconid  in  Dryolestes.  There  is  a  continu- 
ous basal  cingulum  on  the  inner  face  of  the  crown,  and  the 
posterior  cusp  is  in  no  way  homologous,  except  in  position,  to 
the  heel  in  the  lower  molars  of  Paurodon  and  Dryolestes. 

The  mammals  from  the  upper  Cretaceous  Laramie  beds  show 
a  great  advance  in  development.  The  molars  of  the  tritubercu- 
late  forms  of  this  horizon  have  passed  into  a  second  well-defined 
stage  of  specialization  which,  though  varying  greatly  in  detail 
in  the  various  types,  conforms  in  general  to  a  distinctive  pattern 
which  may  readily  have  been  derived  from  some  Atlantosaurus- 
beds  form,  such  as  Dryolestes.  An  upper  molar  of  Pediomys 
Marsh,  a  typical  example  of  the  Laramie  tritubercular  molar, 
compared  with  the  corresponding  tooth  of  Dryolestes,  presents 
the  following  differences  and  indicates  the  principal  lines  of 
progression : 

(i)  The  main  internal  cusp  (prolocone)  is  much  broadened 
antero-posteriorly ;  (2)  a  second  small  V-shaped  intermediate 
cusp  (protoconule)  has  been  added  ;  (3)  the  postero-external 
cusp  (metacone)  has  greatly  increased,  nearly  equaling,  both  in 
size  and  importance,  the  median  external,  or  primary,  cone 
(paracone),  while  the  antero-external  cusp  ( parastyle)  has  re- 
mained small  and  undeveloped.  A  correspondingly  pro- 
gressive development  marks  the  trigonid  and  heel  of  the 
lower  molars. 

Thus,  the  "  trigonodont  "  tooth,  or  a  type  of  molar  with  three 
principal  cusps  of  almost  equal  importance,  arranged  in  the 
form  of  a  triangle,  makes  its  first  appearance  in  the  Laramie. 
This  pattern  of  tooth  Cope  early  recognized  as  a  general  primi- 


EVIDENCE    BEARING    ON    TOOTII-CUSP     DEVELOPMENT      IO3 

tive  type,  and  on  its  representatives  in  the  lower  Eocene  he 
founded  the  tritubercular  theory.  That  this  type  is  primitive 
and  many,  at  least,  of  the  later  forms  have  been  derived  from 
it,  have  been  too  conclusively  demonstrated  by  Cope,  Osborn, 
Scott  and  others  to  be  seriously  questioned ;  but  this  early 
trigonodont  form,  as  is  now  evident,  was  derived  in  a  totally 
different  way  from  that  assumed  by  the  tritubercular  hy- 
pothesis. 

An  especially  interesting  feature  in  these  Laramie  forms  is 
the  oft-repeated  appearance  in  the  upper  molars  of  a  back- 
wardly  extended  outer  heel-like  cusp  connected  by  an  elevated 
ridge  with  the  postero-external  cusp.  This  portion  of  the  tooth 
is  thus  converted  into  a  more  or  less  perfect  sectorial,  or  cutting, 
blade,  against  which  the  anterior  blade  of  the  trigonid  shears, 
while  the  greatly  broadened  heel  or  talonid  of  the  lower  molar, 
extending  backward  under  the  antero-posteriorly  expanded 
protocone  of  the  upper  molar,  forms  a  successful  crushing 
apparatus.  Thus,  so  early  as  the  Cretaceous  the  prevailing 
molar  types  were  about  equally  equipped  for  use  as  cutting  or 
crushing  mechanisms.  The  creodonts  and  carnivorous  marsu- 
pials seem  to  have  early  taken  advantage  of  the  sectorial  blade 
to  the  neglect  of  the  crushing  heel  which  gradully  diminished 
in  relative  size  and  importance,  while  in  many  other  forms, 
using  the  crushing  portion  of  the  tooth  most,  the  sectorial  blade 
was  early  lost. 

Another  special  character  marking  the  advance  of  the  upper 
Cretaceous  mammal  molars  is  the  first  indication  in  a  few  forms 
of  the  postero-internal  cusp  [hypocone),  which  forms  the  fourth 
main  cusp  in  the  later  quadra-tubercular  type  of  molars.  This 
cusp  has  apparently  been  derived,  according  to  the  evidence  of 
these  Laramie  types,  from  independent  sources  in  different 
groups  of  mammals.  In  a  form  which  Marsh  has  referred  to 
Tclacodon  a  strong  cone-shaped  cusp  has  developed  on  the 
postero-internal  cingulum  of  the  tooth  indicating  the  deriva- 
tion of  the  hypocone  from  that  source.  Another  form,  appar- 
ently representing  an  undescribed  genus  (PI.  V,  fig.  7)  is 
evidently  developing  a  hypocone  from  the  primitive  posterior 
intermediate  cusp.     Still  another  form,  represented  by  Proto- 


104 


GIDLEY 


lambda  Osborn,  seems  to  indicate  a  third  source  from  which  the 
hypocone  may  have  developed.  In  Protolambda  the  internal 
heel  (protocone)  is  broadly  expanded  and  flattened  posteriori}'' 
without  a  cingulum,  yet  the  peculiar  shelf-like  form  of  this  por- 
tion of  the  tooth  suggests  the  origin  of  a  hypocone  budding  off 
from  the  protocone  independently  of  either  the  cingulum  or  pos- 
terior intermediate  cusp. 

From  such  a  form  as  that  presented  in  PL  V,  fig.  7,  it  is  but 
a  short  step  to  the  typical  selenodont  artiodactyl  type  of  molar 
through  the  progressive  development  of  the  V-shaped  posterior 
intermediate  cusp.  The  addition  of  a  second  posterior  cusp 
budding  off  from  the  enlarged  postero-intermediate  cusp  would 
readily  convert  the  tooth  into  a  perissodactyl  type  of  molar. 
Thus  is  suggested  a  fourth  possible  source  of  origin  for  the 
hypocone.  This  does  not  necessarily  imply  an  actual  relation- 
ship of  this  particular  form  to  the  ungulates,  but  indicates  a 
type  closely  resembling  them  which  differs  widely  from  the 
primitive  carnivores  and  insectivores,  in  which  the  hypocone, 
when  present,  was  undoubtedly  derived  from  the  cingulum. 
These  observations  suggest  especially  that  apparently  homol- 
ogous elements  in  the  teeth  of  the  more  highly  complex  forms 
may  often  arise  from  different  sources. 

The  correlation  and  homologies  of  the  cusps  of  the  lower 
molars  in  comparison  with  those  of  the  upper  series  have,  for 
the  most  part,  been  left  out  of  this  discussion.  One  observa- 
tion, in  this  connection,  however,  of  seeming  great  importance 
and  significance  should  be  noted  here. 

In  examining  a  large  number  of  examples  of  both  living  and 
extinct  forms,  I  have  found  the  following  associations  between 
the  heel  of  the  lower  molars  and  the  protocone  of  the  upper 
teeth  to  hold  constantly  true,  viz  :  A  functional,  broad,  crush- 
ing protocone  is  invariably  associated  with  a  well-developed 
crushing  heel  in  the  opposing  lower  molar.  A  reduced  or  vesti- 
gial protocone  is  invariably  associated  with  a  correspondingly 
reduced  or  vestigial  heel  in  the  opposing  lower  molar.  Since 
the  heel  of  the  lower  molars  is  admittedly  of  secondary  origin, 
this  feature  alone  would  seem  to  argue  stroncrlv  for  a  like  sec- 
ondary  origin  for  the  protocone  in  the  upper  molars. 


EVIDENCE    BEARING    ON    TOOTH-CUSP     DEVELOPMENT      IO5 
SUMMARY    AND    CONCLUSIONS. 

Summing  up  the  evidence  derived  from  this  preliminary 
study,  the  following  conclusions  are  suggested  : 

1.  That  the  evidence  obtained  from  the  Mesozoic  mammal 
teeth  furnishes  no  support  to  the  tritubercular  theory  in  so  far 
as  it  involves  the  position  of  the  protocone  and  the  derivation  of 
the  trigonodont  tooth  from  the  triconodont  stage  through  the 
shifting  of  the  lateral  cones  outward  in  the  upper  molars  and 
inward  in  the  lower  molars. 

2.  That  it  supports  entirely  the  embryological  evidence  that 
the  primary  cone  is  the  main  antero-external  cusp,  or  paracolic, 
having  retained  its  position  on  the  outside  in  most  upper  molars 
(see  exceptions  above,  p.  95). 

3.  That  it  agrees  in  the  main  with  Huxley's  "  premolar- 
analogy  "  theory,  as  supported  by  Scott. 

4.  That  the  molars  of  the  Multituberculates,  Triconodoti, 
Dryolestes  and  Dicrocynodon,  were  apparently  derived  inde- 
pendently from  the  simple  reptilian  cone ;  hence  the  supposi- 
tion follows  that  the  trituberculate  type  represents  but  one  of 
several  ways  in  which  the  complex  molars  of  different  groups 
may  have  been  derived.1 

5.  That  in  the  forms  derived  from  the  trituberculate  type  of 
molar  the  order  of  succession  of  the  cusps  is  not  the  same  in  all 
groups,  and  apparently  homologous  elements  are  sometimes  de- 
veloped from  different  sources.  Hence  it  follows  that  no  theory 
involving  an  absolute  uniformity  of  succession  in  the  development 
of  complex  molars  zu  ill  hold  true  for  all  groups  of  mammals. 

In  the  foregoing  pages  I  have  restricted  the  use  of  Osborn's 
tooth-cusp  nomenclature  for  the  reason  that,  in  this  particular 
discussion,  there  are  some  cases  in  which  it  is  not  strictly  appli- 
cable and  might  lead  to  confusion. 

On  similar  grounds  Dr.  Wortman2  has  expressed  the  opinion 
that  all  attempts  to  establish  a  tooth-cusp  nomenclature  founded 
on  supposed  homologies  are  "foredoomed  to  failure"  and 
should  be  entirely  abandoned   as   "  useless  and  confusing."     I 

1  Somewhat  similar  conclusions  have  been  reached  from  different  reasoning 
by  E.  S.  Goodrich,  M.  Tims  and  others. 

2Amer.  Journ.  Science  (4),  Vol.  16,  1903,  265-368. 

Proc.  Wash.  Acad.  Sci.,  August,  1906. 


106  GIDLEY 

agree  with  the  general  sentiment  expressed  {of.  ctt.,  p.  366) 
that,  owing  to  the  adoption  of  different  plans  in  different  groups 
of  mammals  for  increasing  the  complexity  of  their  molars,  no 
terminology  founded  on  the  basis  of  cusp  homologies  can  be 
made  strictly  applicable  to  all  the  mammalia.  I  do  not,  how- 
ever, consider  this  sufficient  ground  for  abandoning  absolutely 
so  convenient  a  system  of  nomenclature  as  that  proposed  by 
Osborn.  Granting  that  many  of  the  terms  proposed  are  founded 
on  mistaken  homologies,  it  does  not  necessarily  follow  that  they 
need  be  in  the  least  confusing,  as  suggested  by  Wortman.  For 
in  any  system  used,  in  order  to  make  that  system  of  greatest 
convenience  and  highest  utility,  the  names  once  adopted  should 
be  permanent  and  not  subject  to  transfer  or  substitution  on  any 
ground  of  changed  conceptions  of  homologies  or  history,  for 
the  same  reason  that  generic  and  specific  names  are  retained 
regardless  of  the  fact  that  they  may  have  been  given  to  denote 
some  supposed  affinity  or  characteristic  which  may  later  have 
proved  entirely  erroneous. 

Viewed  from  the  nomenclature  standpoint,  therefore,  the 
convenient  names  proposed  by  Osborn  have  come  to  assume  an 
individuality  which  conveys  a  far  more  definite  meaning  than 
any  purely  descriptive  terms,  be  they  of  relative  position  or 
supposed  homologies.  Moreover,  they  have  the  valuable  ad- 
vantages of  clearness  and  brevity  in  description.  On  these 
grounds,  in  the  opinion  of  the  present  writer,  and  for  the  added 
reason  that  great  confusion  would  inevitably  result  from  any 
change  in  a  terminology  that  has  found  its  way  into  so  many 
publications,  Osborn's  nomenclature  should  be  retained  as  orig- 
inally proposed.  Thus  the  term  "protocone"  always  means 
the  main  antero-internal  cusp  of  a  normal  upper  molariform 
tooth,  whether  that  element  is  regarded  as  the  original  primary 
cusp  or  otherwise. 

The  objection  that  the  terms  are  not  universally  applicable  is 
scarcely  worthy  of  consideration  since  they  are  widely  appli- 
cable to  the  great  majority  of  mammalian  molar  types,  without 
in  the  least  interfering  with  the  use  of  terms  descriptive  of  "  rel- 
ative position  only,"  which  may  be  used  in  any  cases  where  Os- 
born's terms  do  not  apply. 


EXPLANATION   OF   PLATE   IV. 

(All  figures  except  fig.  9,  three  times  natural  size.) 

Fig.  1.  Potamogale — left  upper  jaw  (No.  124327  U.  S.  N.  M.)  ;  habitat,  Africa. 

Fig.  2.  Solcnodon  —  left  upper  jaw  (No.  2230,  U.  S.  N.  M.)  ;  habitat,  Cuba. 

Fig.  3.  Centeles  —  left  upper  jaw  (No.  63316  U.  S.  N.  M.)  ;  habitat,  Mada- 
gascar. 

Fig.  4.  Ericulus — left  upper  jaw  (No.  1224S8  U.  S.  N.  M.)  ;  habitat,  Mada- 
gascar. 

Fig.  5.  Hemicentetcs  —  left  upper  jaw  (No.  63319  U.  S.  N.  M. )  ;  habitat,  Africa. 

Fig.  6.    Chrysochloris  —  left  upper  jaw  (No.  616S6  U.  S.  N.  M.)  ;  habitat,  Africa. 

Fig.  7.  Vespertilio  fuscus — left  upper  jaw  (No.  62736  U.  S.  N.  M.)  ;  habitat, 
Washington,  D.  C. 

Fig.  8.  Scotofhilus  huhli — left  upper  jaw  (No.  1 13463  U.  S.  N.  M.)  ;  habitat, 
Philippines. 

Fig.  9.  Harpiocepfialus  —  right  upper  jaw.  (Outline  drawing  taken  from  a  plate 
prepared  in  1880  by  Wilhelm  Peters  for  a  monograph  of  the  bats.  This 
monograph  was  never  published.) 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  IV. 


CHEEK   TEETH   OF    LIVING   INSECTIVORES   AND   BATS 


EXPLANATION   OF   PLATE   V. 

Figs,  i  and  la.   Triconodon  ?  bisulcus  Marsh   (Atlantosaurus  beds),  left  upper 

molars,  m2  and  m3,  crown  and  external  views.     Six  times  natural  size 

(No.  269SU.  S.  N.  M.). 
Figs.  2,  2a  and  2b.  Dryolestes  sp.    (Atlantosaurus  beds),   left  upper  molars; 

crown,  external,  and  posterior  views.     Seven  times  natural  size  (No. 

2845  U.  S.  N.  M.). 
Fig.  3.  Dryolestes,  first  right  upper  molar,  m1 ;  crown  view.    Eight  times  natural 

size  (No.  2S39  U.  S.  N.  M.). 
Figs.  4  and  4a.  Dicrocynodon   sp.    (Atlantosaurus  beds),    left   upper   molars; 

crown  and  external  views.     Six  times  natural  size  (No.  2715  U.  S.  N. 

M.). 
Figs.  5,  5a,  5^  and  5c.  Paurodon  sp.  (Atlantosaurus  beds),  right  lower  molar, 

m2,  crown,  external,  internal  and  posterior  views.     Eight  times  natural 

size  (No.  2733  U.  S.  N.  M.). 
Figs.  6,  6a,  6b  and  6c.  ?  Pediotnys  sp.  (Laramie  beds),  left  upper  molar;  crown, 

external,  posterior,  and  anterior  views.     Eight  times  natural  size  (No. 

5062  U.  S.  N.  M.). 
Figs.  7,  "ja  and  "jb.  Gen.  et  sp.  indt.  (Laramie  beds),  left  upper  molar;  crown, 

external  and  anterior  views.     Eight  times  natural  size  (No.  5076  U.  S. 

N.  M.). 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIM. 


Plate  V. 


TEETH   OF   MESOZOIC   MAMMALS 


PROCEEDINGS 

OF   THE 

WASHINGTON   ACADEMY   OF   SCIENCES 

Vol.  VIII,  pp.  m-139.  August  14,  1906. 


NEW  STARFISHES  FROM  THE  PACIFIC  COAST  OF 
NORTH   AMERICA. 

By  Walter  K.  Fisher, 

Leland  Stanford  Junior  University. 

The  United  States  National  Museum  recently  sent  the  writer 
most  of  the  starfishes  in  its  collections  from  the  west  coast  of 
North  America.  These  collections  comprise  material  dredged 
by  the  Fisheries  Steamer  Albatross,  as  well  as  specimens  from 
other  sources.  As  it  will  be  some  time  before  the  final  report 
can  be  completed  and  published,  the  following  species  are 
described  in  advance: 

Lepty  chaster  pacijicus. 

Lepty  chaster  anomalus. 

Astropecten  ornatissimus. 

Ltiidia  ludwigi. 

Luidia  asthenosoma. 

Henricia  aspera. 

Hcnricia  polyacantha. 

Crossaster  alternatus. 

Crossaster  boreal  is. 

Rathbunaster  calij vrntcus,  new  genus  and  species. 

In  the  Bulletin  of  the  Bureau  of  Fisheries  for  1904,  Vol. 
XXIV,  June  10,  1905,  pp.  291  to  320,  the  writer  published  1 
new  genus,  2  new  subgenera,  and  24  new  species,  based  on 
material  collected  by  the  Albatross  in  Alaska  in  1903,  and  off 

Proc.  Wash.  Acad.  Sci.,  August,  1906.  v'111) 


112  FISHER 

California  in  1904.     Most  of  these  forms  are  found  also  in  the 
National  Museum  material,  collected  at  an  earlier  date. 

The  new  forms  described  below  will  be  figured  in  the  final 
report. 

Family  ASTROPECTINID^)  Gray. 

Genus  Leptychaster l  Smith. 

Lepty chaster  Smith,  Ann.  and  Mag.  Nat.  Hist.,  Ser.  4,  xvii, 

1876,  no. 
Leptopty  chaster  Smith,  Philos.  Trans.,  Zool.  Kerguelen  Island, 

clxviii,  1879,  27^- 

LEPTYCHASTER   PACIFICUS  Fisher,  new  species. 

Ravs  5.  R  =  43  mm.  ;  r  =  14  mm.  ;  R=  $r.  Breadth  of 
ray  at  base  16  mm. 

General  form  similar  to  that  of  L.  arctfeus  (Sars)  but  disk 
rather  broader.  General  form  flattened  ;  rays  evenly  tapered, 
bluntly  pointed ;  interbrachial  angle  slightly  rounded,  but 
abrupt ;  abactinal  surface  subplane  ;  margin  of  rays  defined  by 
inferomarginal  plates,  rounded ;  superomarginal  plates  well- 
developed,  relatively  larger  than  in  L.  arcticus,  forming  a 
fairly  conspicuous  margin  to  abactinal  paxillar  area ;  actinal 
surface  slightly  convex ;  actinal  interradial  areas  slightly 
smaller,  and  intermediate  plates  fewer  than  in  L.  arcticus. 
Tube-feet  pointed,  the  proximal  with  a  rudimentary  subcorneal 
disk;  superambulacral  plates  small. 

Abactinal  paxillar  area  fairly  compact,  the  paxillee  decreas- 
ing in  size  toward  center  of  disk,  midradial  line,  and  end  of 
ray  ;  smallest  paxillar  in  center  of  disk,  the  largest  on  margin 
of  area  at  base  of  ray.  Paxillas  similar  in  character  to  those  of 
L.  arcticus,  but  slightly  larger,  and  spinelets  a  trifle  longer. 
Base  of  pedicel  flaring  into  a  roundish  plate  with  4  or  5  short 
rather  irregular  lobes  by  which  the  plates  touch  or  imbricate 
slightly,  and  between  which  the  papulse  emerge.  Larger 
paxillar  with  about  25  peripheral  and  30  central  slender  delicate 

1  This  is  the  original  spelling,  and,  as  it  is  very  evident  that  there  is  no  typo- 
graphical error,  this  name  should  be  employed  instead  of  Leftoftychaster. 


NEW    STARFISHES    FROM    THE    PACIFIC    COAST  II3 

terete  blunt  spinelets  ;  spinelets  occupying  center  of  tabulum 
form  a  coordinate  flat-topped  group,  usually  stand  upright  and 
are  crowded;  peripheral  spinelets  usually  radiate  and  are  not 
equal  in  length. 

Marginal  plates  short,  band-like,  but  both  series  more  con- 
spicuous than  in  L.  a'rcticus;  superomarginal  plates,  30  in 
number  from  interradial  line  to  extremity  of  ray  much  wider 
than  long  on  proximal  half  of  ray,  the  width  rapidly  decreasing 
on  outer  portion  until  plates  are  nearly  quadrate.  Plates  form 
an  arched  bevel  to  margin  of  abactinal  area,  are  separated  by 
deep  fasciolar  grooves,  and  are  covered  with  short  delicate 
terete  spinelets  which  form  a  close  nap  all  over  exposed  surface. 

Inferomarginals  corresponding  to  superomarginals,  beyond 
which  they  extend  laterally  forming  margin  of  ray;  separated 
from  superomarginals  by  rather  wide  groove  ;  short,  band-like, 
separated  by  fasciolar  furrows,  forming  well-arched  bevel  to 
actinal  surface  ;  first  plate  about  twice  as  wide  as  corresponding 
superomarginal ;  all  densely  covered  with  small  spinelets  similar 
to  those  of  superomarginals,  but  a  trifle  larger,  those  of  trans- 
verse median  region  slightly  squamiform  and  directed  outward. 

Actinal  intermediate  areas  rather  smaller  than  in  L.  arcticus; 
one  series  of  intermediate  plates  extending  about  three-fourths 
length  of  ray  or  to  eighteenth  inferomarginal ;  a  second  series 
extending  to  seventh  or  eighth  plate,  and  a  third  series  con- 
fined to  angle  bounded  by  adjacent  first  2  plates.  Intermediate 
plates  with  a  low  tabulum  crowned  by  a  coordinate  group  of 
15  or  20  papilliform  spinelets,  those  in  center  being  slightly 
thicker  and  more  clavate  than  the  peripheral  ones. 

Adambulacral  plates  about  as  wide  as  long  with  a  rounded 
furrow  margin,  but  first  2  or  3  plates  wider  than  long  and  with 
more  angular  margin.  Armature  consists  of  (1)  a  furrowr  series 
of  4  (more  rarely  5)  slender,  rather  long,  blunt  cylindrical 
spinules,  the  two  central  being  slightly  the  longest  or  the  4 
subequal ;  (2)  on  actinal  surface  are  2  or  3  longitudinal  series 
of  about  4  similar  spinules  which  decrease  in  size  toward  outer 
edge  of  plate ;  third  series  when  present  more  irregular,  its 
spinelets  distinctly  tapered,  slenderer,  shorter  and  sharper. 
Furrow  spinelets  usually  bent  back  from  furrow,  and  arma- 
ture has  a  decidedly  crowded  appearance. 


ii4 


FISHER 


Mouth-plates  narrow,  the  free  margin  of  each  being  longer 
than  that  adjacent  to  first  adambulacral,  and  the  combined 
plates  forming  a  salient  angle  into  actinostome.  Margin  of 
plate  with  a  series  of  about  15  slender  tapering  spinules,  de- 
creasing in  length  from  inner  to  outer  end  of  plate.  About  8 
to  10  of  these  are  more  regular  and  occupy  the  free  actinosto- 
mial  margin,  the  rest  being  adjacent  to  first  adambulacral  plate, 
between  which  and  the  mouth-plate  there  is  a  fairly  wide  suture. 
A  series  of  numerous  similar  spinules  stands  on  edge  of  suture 
furrow,  and  sometimes  an  incomplete,  irregular,  intermediate 
series  is  present. 

Madreporic  body  situated  about  its  own  diameter  from  inner 
edge  of  superomarginal  plates,  fairly  large,  surrounded  and  par- 
tially obscured  by  large  paxillae  ;  striations  deep,  coarse,  irreg- 
ular, centrifugal. 

Type,  No.  21925,  U.  S.  Nat.  Mus.  Type  locality,  Alba- 
tross Station  2862,  near  north  end  of  Vancouver  Island  (inside) 
in  238  fathoms,  on  gray  sand  and  pebbles. 

This  well-marked  form  has  larger  superomarginals  than  any 
previously  described  species.  I  have  compared  the  type  with 
a  specimen  of  L.  arcticus  (No.  17992,  U.  S.  Nat.  Mus.,  "  Sta. 
21,  Cashes  Ledge'')  having  a  major  radius  of  35  mm.  In  L. 
arcticus  the  proximal  superomarginal  plates  are  not  conspicu- 
ously larger  than  those  of  outer  third  of  ray.  They  are  roundish 
and  resemble  large  paxillae,  but  in  L.  pacijicus  the  proximal 
plates  are  much  wider  than  those  of  distal  half  of  ray,  and  the 
plates  decrease  regularly  in  width  all  along  ray.  The  mar- 
ginal plates  of  L.  arcticus  are  shorter,  hence  more  band-like, 
than  in  L.  pacificus,  there  being  36  plates  to  R  =  35  mm., 
while  in  L.  pacijicus,  with  R  43  mm.,  there  are  but  28  to  30 
plates.  On  account  of  the  difference  in  size  of  the  superomar- 
ginals in  the  2  species,  the  abactinal  paxillar  area  is  narrower  in 
L.  pacijicus.  The  actinal  interradial  areas  of  L.  arcticus  are 
slightly  larger  than  in  L.  facijicus  and  the  paxillae  are  more 
crowded.  The  present  species  seems  to  bring  Leptychaster 
nearer  to  both  Bathybiastcr  and  Psilastcr,  on  account  of  the 
larger  superomarginal  plates.  There  are,  of  course,  no  special 
spines  on  the  marginal  plates  of  any  Leptychaster. 


NEW    STARFISHES    FROM    THE    PACIFIC    COAST  II5 

LEPTYCHASTER  ANOM ALUS  Fisher,  new  species. 

Rays  5.  R=  27  mm.;  r  =  17  mm.;  7?=i.6r.  Breadth 
of  ray  at  base,  19  mm. 

In  general  form  and  ornamentation  greatly  resembling  Par- 
astropccten  inermts  Ludvvig.  Disk  broad,  rays  short,  broad 
and  blunt ;  interbrachial  arcs  shallow  and  wide  ;  abactinal  sur- 
face subplane,  capable  of  slight  inflation  ;  marginal  plates  con- 
spicuous, devoid  of  enlarged  spines  or  spinelets,  but  covered 
with  granules  and  granuliform  spinelets;  actinal  intermediate 
areas  broad  ;  adambulacral  plates  with  3  or  4  furrow  spines  ; 
small  superambulacral  plates  present ;  a  very  tiny  anal  pore 
present. 

Abactinal  paxillar  area  compact ;  paxillas  arranged  in  not  very 
regular  oblique  transverse  rows  at  sides  of  ray  ;  without  order 
in  median  radial  area  and  center  of  disk.  Paxillar  largest  at 
base  of  ray  and  in  interradial  areas  decreasing  conspicuously 
in  size  toward  center  of  disk  and  tip  of  ray ;  larger  at  sides  of 
paxillar  area  than  in  mid-radial  region.  Paxillas  with  subcir- 
cular  bases  having  5  or  6  very  short  irregular  lobes,  by  which 
neighboring  plates  touch,  or  even  imbricate  in  center  of  disk  and 
mid-radial  area.  Papulae  in  5's  and  6's  (except  in  center  of 
disk  and  along  mid-radial  lines  where  they  are  absent).  Column 
of  paxilla  about  as  high  as  breadth  of  base,  flaring  at  summit, 
the  largest  crowned  with  a  coordinate  noriform  group  of  about 
40  or  45  short,  terete,  often  clavate,  round-tipped  spinelets  ;  of 
these  about  one-half  form  a  peripheral  series  and  are  a  trifle 
slenderer  and  longer.  On  the  smaller  paxillas  the  spinelets  de- 
crease markedly  in  size,  but  only  slightly  in  number. 

Supermarginal  plates,  15  in  number  from  median  interradial 
line  to  extremity  of  ray  form  an  arched  bevel  to  border  of  abac- 
tinal surface  ;  plates  shorter  than  wide,  but  increase  in  length 
on  outer  half  of  ray.  Plates  of  both  series  separated  by  trans- 
verse narrow  deep  fasciolar  grooves  and  a  narrow  deep  groove 
(not  so  deep  as  transverse  grooves)  separates  superomarginal 
from  inferomarginal  series.  Superomarginal  plates  covered 
with  short,  terete,  blunt  granuliform  spinelets,  similar  to  but 
larger   than   paxillar  spinelets,  becoming  well-defined   slender 


Il6  FISHER 

spinelets  in  fasciolar  grooves.  Superomarginal  covering  is  to 
be  considered  as  a  spinelet  rather  than  granules. 

Inferomarginal  plates  much  wider  than  long,  encroaching 
more  onto  actinal  area  than  do  superomarginals  onto  abactinal, 
and  corresponding  in  position  to  superomarginals.  Spinelets, 
densely  covering  surface  of  plates,  larger  than  those  of  supero- 
marginals, and  increasing  in  size  toward  outer  end  of  plate 
which  projects  slightly  beyond  adjacent  end  of  superomarginal, 
thus  defining  the  ambitus.  Inferomarginal  spinelets  granuli- 
form  in  middle  of  plate,  often  attaining  a  squamiform  appear- 
ance at  outer  end;  spinelets  in  fasciolar  furrows,  slender.  No 
enlarged  spines  of  any  sort  on  either  marginal  series.  Termi- 
nal plate  small,  granulose,  deeply  notched  below. 

Actinal  interradial  areas  large  ;  intermediate  plates  low-pax- 
illiform,  arranged  in  chevrons,  the  series  adjacent  to  adambu- 
lacrals  extending  about  three-fourths  length  of  ray  or  to  eighth 
inferomarginal.  Plates  decrease  in  size  toward  margin,  are 
strongly  imbricated  internally,  and  the  paxillar  crowns  which  are 
composed  of  about  25  to  30  clavate  obtuse,  not  very  crowded, 
spinelets  (slender  when  dry)  surmount  a  low  convex  elevation 
or  tabulum.  Well-defined  fasciolar  channels  separate  these 
tabula. 

Adambulacral  plates  about  as  wide  as  long,  with  a  slightly 
rounded,  angular  furrow  margin,  the  angularity  being  more 
pronounced  in  vicinity  of  mouth  plates.  Armature  consists  of 
(1)  a  furrow  series  of  4  (sometimes  3)  terete  or  slightly  flat- 
tened bluntly  pointed  tapering  spinules  about  as  long  as  plate 
and  graduated  in  length  orad,  the  longest  spine  being  on  aboral 
end  of  plate ;  or  the  spinules  may  be  disposed  like  rays  of  fan 
and  graduated  in  length  toward  either  end  of  series.  (2)  On 
actinal  surface  are  about  3  longitudinal  series  of  smaller  spine- 
lets, decreasing  in  length  toward  outer  edge  of  plate  where  the 
spinelets  are  like  those  of  actinal  intermediate  plates.  Four 
spinelets  commonly  occur  in  the  inner  actinal  series  and  about 
3-5  in  each  of  the  outer;  or  the  2  latter  series  may  be  wanting, 
the  spinelets,  instead,  forming  ah  irregular  group,  especially  on 
outer  part  of  ray  where  there  are  frequently  upwards  to  16  or 
20  actinal  spinelets. 


NEW    STARFISHES    FROM    THE    PACIFIC    COAST  117 

Mouth  plates  narrow,  rather  prominent  actinally,  the  free 
margins  of  the  combined  plates  forming  a  salient  angle  into 
actinostome  ;  free  margin  of  each  plate  slightly  angular  near 
inner  end  and  longer  than  the  margin  adjacent  to  first  adambu- 
lacral.  Armature  consists  of  a  furrow  series  of  about  6  or  7 
tapering  spinules  decreasing  in  length  from  the  inner  enlarged 
tooth,  outward,  and  thence  continued  along  margin  adjacent  to 
first  adambulacral  in  about  9  much  smaller  spinelets  similar  to 
those  of  actinal  intermediate  plates.  A  superficial  series  of 
similar  spinelets  follows  margin  of  median  suture,  increasing  in 
size  toward  inner  angle  of  plate,  and  an  incomplete  more  or  less 
irregular  series  often,  but  not  always,  occurs  between  marginal 
and  superficial  series.  There  is  more  or  less  variation  in  the 
details  of  dental  armature. 

Madreporic  body  rather  large,  about  midway  between  center 
and  extreme  edge  of  disk.  Striations  coarse,  centrifugal,  very 
irregular;  madreporic  body  sometimes  nearly  hidden  by  5  or  6 
large  paxillas. 

Type,  No.  21926,  U.  S.  Nat.  Mus.  Type  locality,  Alba- 
tross Station  3310,  Bering  Sea,  in  58  fathoms,  on  dark  sand  and 
mud. 

Remarks. — This  species  bears  a  close  resemblance  to  Paras- 
tropectcn  inermis  Ludwig,1  and  is  probably  congeneric  with 
that  form,  although  anomalus  has  a  minute  anal  pore.  The 
presence  of  an  anal  pore  is,  I  believe,  a  character  of  scarcely 
more  than  specific  importance.  For  instance  one  species  of 
Astrofccten  has  been  shown  by  Verrill  to  possess  a  minute 
anus.  Although  I  have  not  yet  had  an  opportunity  to  make 
serial  sections  of  the  anal  region  of  anomalus,  I  have  been  able 
to  make  out  a  tiny  pore  in  2  specimens,  and  the  intestine  lead- 
ing to  the  pore  is  well  developed.  It  may  perhaps  seem  her- 
etical to  classify  the  present  species  with  Lefty  chaster,  but 
anomalus  differs  chiefly  from  L.  facificus  in  having  a  larger 
disk,  shorter  rays,  broader  actinal  interradial  areas,  and  a 
slightly  different  ornamentation  on  paxillre  and  marginal  plates. 

'Mem.  Mus.  Comp.  Zool.,  XXXII,  July,  1905,  76,  pi.  to,  fig.  21,  22;  pi.  xxi, 
fig.  117;  pi.  xxii,  fig.  126.  (Gulf  of  Panama  and  Cocos  Id.,  1,271  and  1,40s 
meters.) 


Il8  FISHER 

The  superomarginals  are  only  a  trifle,  if  any,  larger  in  anomalies 
although  the  inferomarginals  are  a  little  longer  and  not  quite 
so  broad.  The  chief  differences  are  therefore  in  proportion. 
But  pacijicus  is  an  undoubted  Le-pty  chaster,  an  evident  offshoot 
of  arcticus,  of  the  circumpolar  fauna.  It  therefore  follows  in 
due  course  that  anomalus  is  a  Leptychaster,  although  super- 
ficially different  enough  from  kcrguelencnsis,  perhaps,  to  war- 
rant another  generic  designation  if  we  did  not  have  the  inter- 
mediate steps. 

Without  having  examined  specimens  of  Parastropecten  iner- 
mis  I  hesitate  to  further  question  the  validity  of  the  genus, 
although  frankly  I  find  no  generic  characters  other  than  the 
size  of  the  superomarginals  that  can  separate  the  form  from 
Lefty  chaster.  At  any  rate,  L.  anomalus  differs  from  P.  iner- 
mis  in  having  fewer  furrow  spines,  more  paxillae  spinelets,  5 
and  6  papulae  about  the  very  short-lobed  roundish  plates  (instead 
of  4),  and  finally  in  possessing  a  minute  anal  pore.  The 
general  facies  of  the  2  forms  is  strikingly  alike. 

Genus  Astropecten  Schulze. 
Astropecten  Schulze,  Betrachtung  der  versteinerte  Seesterne  u. 

ihre  Theile,  1760. 

There  appear  to  be  3  species  of  Astropecten  off  the  Cali- 
fornia coast.  One,  which  I  have  provisionally  identified  as 
A.  erinaceus  Gray,  does  not  range  much  north  of  San  Diego, 
and  seems  to  be  a  shore  form.  I  have  been  unable  to  identify 
the  other  two  species  with  any  previously  described  form.  I 
have  recently  described  one  of  these  as  Astropecten  californicns1 
and  the  other  is  diagnosed  below.  In  order  to  contrast  the 
principal  characters  a  synopsis  of  the  3  forms  is  added. 

a.  A  series  of    spines  along  upper    edge    of    superomarginals,    and 
usually,  also,  a  second,  parallel  longitudinal  series,  spaced  from 

the  above  ;  size  large  ;  littoral erinaceus. 

aa.   Superomarginals  entirely  devoid  of  enlarged  tubercles  or  spines. 
b.   Paxillae  larger,  about  3  transverse  series  opposite  2  superomar- 
ginals at  base  of  ray ;  paxillae  not  irregular  and  more  crowded 
along  radial  lines ;    the  enlarged  spine  of  actinal  surface  of 
adambulacral    plates,    slender,   tapering  and  bluntly  pointed. 

ornatissimus. 
'Zool.  Anzeiger,  Bd.  XXX,  Nr.  10,  June  19,  1906,  299. 


NEW    STARFISHES    FROM    THE    PACIFIC    COAST  IIO. 

66.  Paxilla?  smaller,  about  4  or  5  transverse  series  opposite  2  supero- 
marginals  at  base  of  ray,  crowded  and  more  or  less  irregular 
along  radial  lines;  enlarged  adambulacra]  spine  with  rounded 
or  truncate  tip,  and  not  conspicuously  tapered... ca lifo miens. 

ASTROPECTEN  ORNATISSIMUS  Fisher,  new  species. 

This  species  differs  from  its  nearest  relative,  A.  californicus, 
in  having  shorter  rays,  larger  paxillae  with  longer  spinelets, 
longer  and  slenderer  adambulacral  spines,  and  longer  marginal 
spines. 

R  —  56  mm.  ;  r  =  14  mm.  ;  R  =  ^r.  Breadth  of  ray  at  base, 
16.5  mm. 

The  paxillae  afford  the  most  evident  difference  between  orna- 
tissimus  and  californicus.  In  californicus  there  is  a  consider- 
able area  around  center  of  disk  in  which  the  paxillae  are  smaller 
and  more  crowded  than  on  remainder  of  disk  and  on  rays,  and 
paxillae  of  midradial  regions  are  more  irregular,  at  least  in 
arrangement,  than  along  margins  of  ray.  In  the  present  form 
the  large  paxillae  extend  nearly  to  center  of  disk,  there  being 
only  a  small  area  of  small  paxillae. 

The  paxillae  of  sides  of  rays  are  not  in  such  regular  rows  and 
are  not  easily  differentiated  from  the  midradial  ones.  About 
3  or  3^  transverse  series  of  paxillae  correspond  to  2  superomar- 
ginal  plates  at  base  of  ray  (usually  5  in  californicus),  about  5  at 
middle  of  ray,  and  6  or  7  near  tip.  Opposite  suture  between 
second  and  third  superomarginal  plates  about  12  or  13  paxillae 
can  be  counted  across  ray  to  same  point  on  opposite  side  (18  to 
20  in  californicus).  Large  paxillae  at  base  of  rays  with  15  to 
18  peripheral  and  10  to  15  central  spinelets,  which  are  much 
longer  than  in  californicus,  terete,  with  rounded  or  clavate  tips. 
Tabulum  of  paxilla  fairly  broad  so  that  both  central  and  per- 
ipheral spinelets  appear  spaced,  giving  the  whole  an  open  flori- 
form  appearance.  Farther  along  ray,  1  to  6  central  spinelets 
to  a  paxilla,  and  upwards  to  15  or  18  peripheral.  At  very  end 
of  ray  the  paxillae  are  much  smaller. 

Superomarginal  plates  32  to  a  ray,  without  enlarged  spine- 
lets or  tubercles.  General  surface  covered  with  short  spinelets, 
delicate  except  along  median  transverse  line  where  they  are  cla- 


120  FISHER 

vate  to  thimble-shaped,  increasing  in  size  toward  upper  end  of 
plate  (same  spinelets  are  markedly  squamiform  in  californicus). 

Armature  of  inferomarginal  plates  very  similar  to  that  of  cal- 
ifornicus, there  being  usually  2  or  3  marginal  spines  obliquely 
placed,  and,  in  a  line,  3  more  spaced,  smaller,  spines  along 
aboral  edge  of  plate.  The  auxiliary  lateral  spines  situated  just 
adorad  to  the  regular  lateral  spines  on  each  plate  are  longer 
than  the  same  spines  of  californicus. 

Adambulacral  furrow  spines  3  or  4,  similar  to  those  of  cal- 
ifornicus. First  actinal  series  with  2  spines,  the  aboral  being 
much  the  longer,  tapering,  slightly  flattened,  bluntly  pointed, 
longer  and  slenderer  than  the  corresponding  spine  of  califor- 
nicus. The  adoral  member  is  about  as  long  as  the  furrow 
spine  which  stands  vis-a-vis.  Outer  or  second  actinal  series 
usually  consists  of  3  slender  untapered  spines  somewhat  shorter 
than  furrow  spines,  and  standing  in  a  fairly  regular  row. 
Near  base  of  furrow  2  or  3  very  small  spinelets  sometimes 
stand  on  outer  end  of  plate. 

Mouth  spines  similar  to  those  of  californicus,  but  the  mar- 
ginal series  stand  slightly  spaced  from  the  intermediate  spines, 
so  that  inner  end  of  combined  plates  is  broader  and  the  3  series, 
superficial,  intermediate  and  marginal,  are  more  clearly  evi- 
dent. All  spines  are  slenderer  and  a  trifle  longer  than  in  cal- 
ifornicus. Marginal  spines,  about  7  between  tooth  and  inner 
end  of  first  adambulacral  plate ;  and  about  6  or  7  more  minute 
spinelets  continue  the  series  two-thirds  distance  to  outer  end  of 
plate. 

Madreporic  body  concealed  by  paxillae,  situated  as  in  cali- 
fornicus and  crossed  by  sinuous  strias  ;  tiny,  spiniform  knobs  on 
ridges  of  californicus  apparently  lacking. 

Color  in  alcohol,  bleached  yellowish  to  whitish  ;  color  in  life 
unknown. 

Type,  No.  21927,  U.  S.  Nat.  Mus.  Type  locality,  vicinity 
of  Santa  Barbara  Islands,  in  150  fathoms.  The  vertical  range 
is  67  to  162  fathoms,  and  the  species  extends  south  to  Lower 
California  at  least,  and  north  to  the  latitude  of  Monterey  Bay. 

Remarks. — This  species  differs  from  A.  fragilis  Verrill  in 
having  numerous  actinal  adambulacral  spines  and  shorter  rays. 


NEW    STARFISHES    FROM    THE    PACIFIC    COAST  121 

A.  regalis  Gray,  a  short-rayed  form,  also  has  but  one  actinal 
adambulacral  spine,  scarcely  longer  than  longest  furrow  spine. 
A.  vcrrilli  de  Loriol  differs  from  ornatissimus  in  having  a  dif- 
ferent inferomarginal  and  adambulacral  armature.  The  supero- 
marginal  plates  of  verrilli carry  small  tubercles  forming  a  single 
longitudinal  series.  A.  rubidus  de  Loriol  is  allied  to  articulatus 
(Say),  having  broad  supermarginal  plates,  a  smaller  disk  than 
ornatissimus^  and  with  rays  broader  at  tip,  paxillae  with  shorter 
spinelets,  and  adambulacral  plates  with  much  smaller  spinelets 
—  3  small  ones  in  actinal  ser 

Family  LUIDIID^  (Sladen)  Verrill. 
Genus  Luidia  Forbes. 
Luidia  Forbes,  Mem.  Wern.  Soc,  vni,  1839,  I23* 

There  are  three  species  of  Luidia  occurring  off  the  California 
coast.  In  literature  two  names  occur  —  Luidia  foliolata  Grube  ' 
and  L.  catifornica  Perrier.2  According  to  Ludwig  the  latter 
name  is  a  nomen  nudum  ;  hence  it  need  not  further  be  con- 
sidered. Ludwig3  further  states  that  Grube  gives  California 
as  the  locality  of  foliolata.  I  have  not  been  able  to  consult 
Grube's  description,  but  from  the  fact  that  Sladen  thinks  folio- 
lata may  not  be  distinct  from  brcvispina,  I  have  considered 
that  the  name  must  apply  (if  not  actually  to  brcvisfina)  to  a 
common,  shallow  water  Luidia  (Southern  Alaska  to  San  Diego, 
and  Mazatlan?)  which  is  closely  related  to  brevisfiina.  This- 
form  I  have  compared  with  specimens  of  L.  brcvispina,  and  it 
is  perfectly  distinct.  If  the  name  foliolata  does  not  apply  to  it, 
it  is  a  new  form. 

The  other  2  species  are  evidently  new  and  the  more  evident 
characters  of  the  3  forms  are  contrasted  in  the  following 
synopsis. 

1  L'eber  einige  neue  Seesterne  des  Breslauer  zoologischen  Museums  <  43 
Jahresber.  d.  Schlesisch.  Gesellsch.  f.  vaterland.  Kultur,  Breslau,  1S66,  59. 
{Fide  Ludwig.) 

2  Etude  sur  la  repartition  geographiques  des  Asterides.  <  Xouv.  Archiv 
Mus.  Hist.  Nat.  Paris,  II  ser.  I,  1S7S,  $■;,  91.     (Fide  Ludwig.) 

3  Mem.  Mus.  Corhp.  Zool.,  XXXII,  1905,  So,  footnote. 


122  FISHER 

a.    Lateral  abactinal  paxillae  with  a  quadrate  or  subquadrate  tabulum. 
b.  No  pedicellariae  ;   abactinal  surface  drab  gray  or  greenish  gray  in 

life Luidia  foliolata . 

bb.  Pedicellariae  (bivalved)  on  inferomarginal  plates  (abactinal  end) 
and  on  superomarginal  paxillae,  and  trivalved  upright  pedicel- 
lariae on  actinal  intermediate  plates  ;   abactinal  surface  reddish 

in  life,  sometimes  mottled  with  lighter Ltiidia  ludivigi. 

aa.  Paxillae  with  stellate  crown ;  granuliform  abactinal  2-jawed  pedi- 
cellariae; slender  2-jawed  actinal  intermediate  pedicellariae; 
rather  prominent  lateral  spines Luidia  asthenosoma. 

LUIDIA    LUDWIGI   Fisher,   new  species. 

Rays  5.  jR  =  107  mm.;  r  =  13  mm.  7?  =  8.2r.  Breadth 
of  ray  at  base,  15  mm. 

Rays  slender,  very  gradually  tapering  to  a  pointed  extremity  ; 
interbrachial  arcs  acute  ;  general  form  depressed  as  in  other 
species  of  genus,  but  abactinal  surface  well  arched ;  sides  of 
ray  rounded  ;  abactinal  area  with  3  or  4  regular  series  of  quad- 
rate paxillae  on  each  side,  the  superomarginal  with  small  2- 
and  3-jawed  pedicellariae ;  inferomarginal  plates  rather  narrow, 
arched,  with  1  to  3,  usually  2,  lateral  spines,  and  3-6  actinal 
spinules  larger  than  spinelets  of  general  surface,  and  on  upper 
end  a  pedicellaria  similar  to  that  of  adjacent  paxilla ;  actinal 
intermediate  plates  of  interradial  areas  and  proximal  half  of  ray 
each  with  a  rather  prominent  3-jawed  pedicellaria  ;  adambula- 
cral  plates  with  a  curved  furrow  spine,  3  actinal  spines  and  1  or 
2  smaller  spinules. 

Abactinal  paxillar  area  rather  crowded  ;  paxillae  of  4  or  5 
lateral  regular  series,  quadrate ;  fourth,  fifth,  or  sixth  series 
(according  to  size  of  specimen)  with  many  subcircular  or  not 
obviously  quadrate  paxillae ;  superomarginal  paxillae  slightly 
smaller  than  those  of  adjacent  series  ;  paxillae  thence  decreas- 
ing in  size  toward  mid-radial  area  where  they  are  arranged 
without  regularity  and  are  roundish  or  irregular  in  outline.  In 
some  small  specimens  paxillae  are  not  so  obviously  quadrate  in 
lateral  series,  being  subcircular  in  outline,  but  nevertheless 
arranged  regularly.  Crown  of  spinelets  not  so  flat  as  in  folio- 
lata but  rather  convex  especially  in  small  examples  ;  supero- 


NEW    STARFISHES    FROM    TIIF    PACIFIC    COAST  1 23 

marginal  paxillae  with  about  35  short  clavate  spinelets  in  a 
radiating  coordinate  group,  and  most  of  them  also  with  a  small 
2-jawed  valvate  pedicellaria,  slightly  longer  than  spinelets  ; 
next  series  with  about  40  spinelets,  those  in  center  of  tabulum 
stouter  than  the  peripheral,  as  in  superomarginal  paxillae  ; 
small  mid-radial  paxillae  with  about  20  spinelets. 

Inferomarginal  plates  relatively  narrower  than  in  foltolata 
(i.e.,  with  reference  to  transverse  axis  of  plate);  fasciolar 
grooves  deep,  and  wider  (with  reference  to  long  axis  of  ray) 
than  same  dimension  of  special  raised  ridges  of  inferomargi- 
nals.  Outer  or  abactinal  end  of  each  plate  with  a  2-jawed 
pedicellaria  similar  to  that  of  adjacent  superomarginal  paxilla, 
and  with  1  or  2,  usually  2,  tapering  sharp  spines,  of  which 
sometimes  the  inner,  sometimes  the  outer,  is  the  longer;  the 
longer  (about  4  mm.)  equal  to  about  width  of  its  plate;  more 
rarely  3  shorter  subequal  spines  in  transverse  series  on  outer 
end  of  plate ;  spines  forming  a  prominent  marginal  fringe  to 
ray  ;  on  actinal  surface  of  plate,  3  to  6  much  shorter  spinules 
form  a  transverse  series  in  line  with  lateral  spines,  or  a  zigzag, 
or  even  double  series,  while  margin  of  plate  bears  slender  terete 
spinelets,  becoming  more  capillary  in  fasciolar  grooves. 

Adambulacral  armature  consisting  of  a  curved  sabre-shaped 
furrow  spine,  and  on  actinal  surface  3  tapering  bluntly  pointed 
spines,  of  which  1,  the  longest,  stands  behind  furrow  spine  and 
the  other  2  forai  a  slightly  oblique  longitudinal  series  just 
behind  first  actinal  spine  ;  or  2  spines,  the  adoral  the  shorter, 
stand  in  a  longitudinal  series  just  behind  furrow  spine,  and  the 
third  just  outside  of  the  aboral  (longer)  spine  of  the  series  ;  1  to 
3  small  slender  spinelets  occur  on  outer  part  of  plate,  frequentlv 
3  at  base  of  ray  forming  a  longitudinal  series,  or  1  on  adoral 
edge  of  plate,  back  of  outer  adoral  spine. 

Actinal  intermediate  plates  of  interradial  region  and  proximal 
half  of  ray  paxilliform,  surmounted  by  a  prominent  3-jawed 
pedicellaria  which  is  surrounded  at  base  by  numerous  slender 
spinelets  in  a  calyx-like  whorl.  Each  pedicellaria  is  conical 
and  1.5  to  2  times  as  high  as  its  width  at  base. 

Mouth  plates  narrow,  with  6  or  7  marginal  spines  and  7  or  8 
superficial  ones,  forming  together  a  double  series  on  the  raised 


124 


FISHER 


exposed  surface  of  plate  parallel  with  median  suture.  Inner 
spine  of  superficial  series  largest,  and  like  the  rest,  slender, 
pointed,  tapering.  All  spines  decrease  in  size  toward  outer 
end  of  plate.  Innermost  marginal  spine  situated  nearer  peri- 
stome than  is  the  enlarged  inner  superficial  spine. 

Madreporic  body  between  second  and  third  lateral  rows  of 
paxillse,  and  hidden  by  them. 

Type,  No.  21928,  U.  S.  Nat.  Mus.  Type  locality,  Alba- 
tross Station  2970,  vicinity  of  Santa  Barbara  Islands,  in  29 
fathoms,  on  fine  gray  sand  and  mud. 

Remarks. — This  species  has  the  general  form  of  L.  lorioli 
Meissner  (Mazatlan),  but  has  longer  arms,  which  are  more  at- 
tenuate distally.  L.  ludwigi  lacks  the  conspicuous  sharp  spinules 
which  are  present  in  many  of  the  lateral  abactinal  paxillse  of 
lorioli,  and  the  latter  has  no  abactinal  pedicellariae,  such  as  are 
very  characteric  of  the  present  species.  Another  character 
which  separates  ludwigi  from  both  lorioli  and  bellonce  Lutken 
is  the  presence  of  prominent  pedicellariae  on  the  actinal  inter- 
mediate plates  of  interradial  region  and  proximal  half  of  ray. 
Details  of  adambulacral  armature  differ  in  all  three  forms. 
L.  ludwigi  differs  from  L,.  quinaria  in  having  much  longer  nar- 
rower rays,  no  scattered  and  abundant  abactinal  pedicellariae 
over  the  midradial  region,  and  in  having  3-jawed,  not  2-jawed, 
actinal  pedicellariae.  The  abactinal  pedicellariae  of  quinaria 
are  low,  and  of  the  bivalved  form  of  some  Goniasteridae.  The 
adambulacral  plates  also  have  2-jawed  pedicellariae  in  quinaria. 

Named  for  Prof.  Hubert  Ludwig. 

LUIDIA  ASTHENOSOMA  Fisher,  new  species. 
This  fragile  creature  bears  a  close  resemblance  to  L.  sarsi 
Diiben  and  Koren,  of  northern  Europe  and  the  Mediterranean, 
and  may  be  looked  upon  as  a  north  Pacific  representative  of 
that  species.  None  of  the  specimens  are  as  large  as  L.  sarsi 
is  known  to  grow.  The  California  species  differs  from  sarsi 
in  having  very  small,  abactinal,  2-jawed  (rarely  3-jawed),  gran- 
uliform  pedicellariae  scattered  along  the  medioradial  area,  with 
larger  ones,  sometimes,  on  the  regular  lateral  paxillae,  and  on 
upper  end  of  inferomarginal  plates.     The  inferomarginal  spines 


NEW    STARFISHES    FROM    THE    PACIFIC    COAST  1 25 

are  longer,   the   adambulacral   armature  and   minor  details   of 
paxilla?  are  different. 

Rays  5.  7?=  86  mm.;  r  =  9  mm.  ;  7?  =  9.5/-.  Breadth  of 
ray  at  base,  10  to  11  mm. 

Rays  long,  narrow,  pointed,  very  gently  tapering,  with  a 
slightly  convex  abactinal  surface  usually  sunken  along  mid- 
radial  line.  General  form  much  flattened ;  sides  of  rays 
rounded  ;  inferomarginal  plates  narrow,  not  encroaching  much 
upon  actinal  area,  but  forming  rather  the  margin  of  ray ;  ambu- 
lacral  furrow  wide  and  shallow  ;  tube  feet  long,  in  2  series ; 
actinal  and  marginal  spines  rather  long  and  bristling,  the  ad- 
ambulacral armature  forming  2  series  continuous  with  that  of 
inferomarginal  plates;  actinal  intermediate  plates  usually  with 
a  rather  short,  2-jawed,  blunt,  papilliform  pedicellaria. 

Abactinal  paxilla?  with  a  stellate  crown  ;  those  of  supermar- 
ginal series  larger  than  rest,  and  each  corresponding  to  an  infero- 
marginal plate,  to  upper  end  of  which  it  is  closely  juxtaposed. 
Crown  of  superomarginal  paxilla  longitudinally  oval  (as  in 
sarsi),  the  others  subcircular.  Adjacent  to  superomarginal 
paxilla?  are  about  2  regular  series  of  lateral  abactinal  paxilloe, 
about  2  of  which  correspond  to  1  superomarginal  paxilla. 
Paxillae  diminish  in  size  very  rapidly  toward  median  line  of  ray 
and  become  less  regular  in  arrangement  as  they  approach  it. 
Superomarginal  paxilla  has  slightly  convex  tabulum  armed 
with  about  30  slender  denticulate  spinelets,  of  which  about  10 
are  scattered  on  surface  of  tabulum  and  the  remainder  about 
the  periphery,  the  whole  forming  a  diverging  group.  The 
superomarginal  and  other  lateral  paxilla?  sometimes  have  a 
blunt  2-jawed  pedicellaria  similar  to  but  larger  than  those  scat- 
tered over  the  midradial  area  (see  below).  The  adjacent  pax- 
illae have  about  12  peripheral  and  3  to  5  central  spinelets,  while 
those  in  midradial  region  have  about  10  peripheral  and  3  or  4 
central,  very  much  smaller,  spinelets,  the  whole  paxilla  being 
notably  smaller.  Many  of  small  paxilla?  of  midradial  area  also 
bear  in  center  of  tabulum,  surrounded  usually  by  a  few  small 
peripheral  spinelets,  a  small  obovoid  2-jawed  valvate  pedicel- 
laria, resembling  a  split  granule.  Viewed  from  above,  the 
pedicellaria  is  elliptical  in  shape  when  closed.      Each  jaw  is 


126  FISHER 

hollowed  on  inner  face  and  occasionally  is  larger,  springing 
from  a  very  low  paxilla  and  emerging  between  the  others. 
Rarely  there  are  3  jaws.  Jaws  of  pedicellariae  much  thicker 
and  more  robust  than  any  paxilla  spines. 

Inferomarginal  plates  relatively  very  narrow,  transversely 
arched,  encroaching  but  slightly  upon  actinal  surface,  forming 
rounded  margin  to  ray;  chord  of  width  equal  to  1.5  times  that 
of  adambulacral  and  actinal  intermediate  plates  combined. 
Fasciolar  grooves  deep  and  wide,  slightly  wider  (/.  e.,  meas- 
ured on  long  axis  of  ray)  than  corresponding  dimension  of 
specialized  elevated  ridge  of  plate.  Each  plate  with  a  trans- 
verse series  of  3  robust,  tapering,  sharp  spines,  of  which  the 
outer  is  often  slightly  the  longest,  but  frequently  the  middle  one, 
or  the  2  are  subequal ;  inner  (actinal)  spine  of  series  is  some- 
times much  slenderer  than  other  2,  and  only  one  half  or  two 
thirds  length  of  longest  spine  ;  latter  attains  a  length  of  5.5  mm. 
or  slightly  over  one  half  width  of  abactinal  paxillar  area,  or 
nearly  twice  width  of  plate  (/.  <?.,  chord  of  width).  General 
surface  of  plate  covered  with  slender  almost  capillary  spinelets 
which  become  finer  in  fasciolar  grooves  ;  and  upper  end  of  plate 
sometimes  bears  a  pedicellaria  similar  to  those  of  abactinal 
surface. 

Adambulacral  plates  with  a  slender  sabre-shaped  furrow 
spine,  and  forming  a  linear  series  with  it  on  actinal  surface,  2 
slender  tapering  pointed  spines,  the  inner  of  which  is  the  stouter 
and  slightly  the  longer.  A  couple  of  very  slender  spinelets 
stand  on  adoral  side  of  outermost  spine,  which  decreases  in  size 
toward  extremity  of  ray  more  rapidly  than  the  inner. 

On  most  of  the  actinal  intermediate  plates  of  proximal  two 
thirds  of  ray  is  a  small  2-jawed  pedicellaria  accompanied  by  2  or  3 
capillary  spinelets  ;  when  former  is  absent  its  place  is  taken  by 
about  3  to  5  capillary  spinelets ;  jaws  of  pedicellaria  blunt,  ob- 
long to  obovate,  0.5  mm.  high  ;  3  or  4  pedicellariae  in  interradial 
region,  but  very  few  spinelets. 

Mouth-plates  more  like  those  of  Astroficctcn  than  most  spe- 
cies of  Luidia.  Exposed  surface  of  combined  plates,  ovoid, 
prominent;  suture  between  plates  fairly  wide.  Armature  con- 
sisting of  a  slightly  tapering,  bluntly  pointed  tooth  and  back  of 


NEW    STARFISHES    PROM    THE    PACIFIC    COAST  127 

that  on  margin  a  large  2-jawed  pedicellaria  nearly  as  long  as 
tooth.  Two  shorter  spines  may  take  the  place  of  the  pedi- 
cellaria. In  line  with  the  tooth  a  series  of  about  10  superficial 
spinelets  follows  edge  of  suture,  decreasing  in  size  toward  outer 
end  of  plate  ;  and  along  curved  margin  adjacent  to  first  adam- 
bulacral  are  4  or  5  slender  spinelets,  the  second  from  inner  end 
of  series  often  the  longest.  This  series  is  separated  from  the 
superficial  by  a  shallow  groove. 

Color  in  life,  reddish  brown  (burnt  Sienna)  on  abactinal  sur- 
face; marginal  spines  lighter,  often  whitish;  actinal  surface 
whitish. 

Type,  No.  21929,11.  S.  Nat.  Mus.  Type  locality,  Albatross 
Station  3148,  off  Central  California  in  47  fathoms,  on  brown 
mud. 

Family  ECHINASTERIDiE  Verrill. 

Genus  Henricia '   Gray. 

Henricia  Gray,  Ann.  and  Mag.  Nat.  Hist.,  Ser.  i,  vi,  1840,  184. 

Type,  Astcrias  sanguinolenta  O.  F.  Miiller. 
Linckia  Forbes,  non  Nardo,  Mem.  Wern.  Soc.  vm,  1839,  I2°- 
Cribrella  Forbes,  non  Agassiz,  Brit.  Starfishes,  1841,  106. 
Cribrella  Liitken,  Gronl.  Echinod.,  1857,  30;  and  most  authors 

since  then. 
Echinaster  M.  &  T.  Syst.  Ast.,  1842,  22  (pars). 
Henricia  Bell,  Ann.  and  Mag.  Nat.  Hist.,  Ser.  6,  vi,  1890,  472. 

HENRICIA  ASPERA  Fisher,  new  species. 

Rays  5.  R=  100  mm.;  r=  15  mm;  R=6.6r.  Breadth 
of  ray  at  base,  14  mm. 

Disk  small,  rays  slender,  usually  not  swollen  at  base.  Abac- 
tinal skeleton  forming  an  open  meshwork,  the  individual  plates 

1  Cribrella  Ag.,  the  name  long  used  for  this  genus,  is  a  synonym  of  Liuckia 
Nardo.  Forbes  appropriated  Agassiz's  name  and  transferred  it  to  a  different 
group,  that  is,  to  the  genus  which  Gray  had  previously  named  Henricia.  Cri- 
bella  Forbes  drops  out  of  nomenclature  both  because  it  is  a  synonym  of  Henricia 
and  more  especially  as  it  is  a  homonym  of  Cribrella  Agassiz.  The  Cribrella 
of  Agassiz  was  proposed  (Mem.  Soc.  Sci.  Nat.  Neuchatel  t.  1,  1S35.  191  1  as  a 
substitute  name  for  Liuckia  Xardo,  the  latter  being  now  in  use.  Consequently 
Cribrella  Ag.  has  no  status  other  than  as  a  synonym  of  Liuckia. 


128  FISHER 

indistinguishable  and  spinelets  very  short  granuliform,  not  ar- 
ranged in  evident  pseudopaxillae  as  in  levhiscula.  Meshes 
roundish  quadrate,  or  irregularly  polygonal,  more  open  in  some 
examples  than  in  others,  containing  sometimes  i  or  2  small 
secondary  ossicles  with  a  few  granuliform  spinelets.  Meshes 
usually  considerably  wider  than  enclosing  trabeculas,  and  with 
5  to  12  papulae  on  proximal  two-thirds  of  ray,  5  to  7  distally 
(but  fewer  in  small  specimens).  Spinelets  not  crowded,  but 
spaced,  short,  sharp,  much  slenderer,  and  fewer  than  in  levius- 
cula,  often  reduced  to  mere  granuliform  sharp  elevations  on 
plate  and  more  or  less  obscured  by  a  tight  thin  skin  ;  arranged 
along  ridges  irregularly,  but  in  not  over  three  rows,  often  in 
only  one  irregular  series.  These  rows  are  interrupted,  dividing 
the  spinelets  and  granules  into  groups  probably  corresponding 
to  underlying  plates,  although  no  divisions  are  evident.  There 
are  commonly  5  to  15  spinelets  in  one  of  these  groups,  but  in 
some  specimens  they  are  so  obscured  by  the  superficial  mem- 
branes that  only  the  very  tips  of  the  spinelets  are  visible.  They 
are  invisible  to  the  naked  eye,  and  are  seen  with  difficulty  under 
a  strong  glass.  Division  into  groups  more  evident  on  sides  of 
ray. 

Marginal  plates  regularly  arranged.  Superomarginal  series 
departing  from  interradial  angle  about  midway  between  dorsal 
center  of  disk  and  inner  angle  of  jaw-plates  ;  occasionally  rather 
irregular  near  interbrachial  angle  ;  plates  sometimes  transversely 
elongated,  with  10  to  12  spinelets.  Inferomarginals  slightly 
larger  or  exactly  equal  to  superomarginals ;  1  or  2  rows  of  in- 
termarginal  plates  on  basal  fifth  of  ray ;  also  1  or  2  rows  of  ac- 
tinal  intermediate  plates,  2  extending  about  one  fifth  length  of 
ray,  and  1  series  for  one  half  length,  beyond  which  point  in- 
feromarginals and  adambulacrals  are  in  contact.  Inter-  and 
inframarginal  papula? ;  1  to  6  in  an  area.  Marginal  plates 
also  form  fairly  regular  transverse  series  with  adambulacrals, 
although  latter  are  more  numerous  than  former. 

Adambulacral  plates  with  1  small  spine  deep  in  furrow  ;  on 
some  plates,  especially  in  large  specimens,  a  second  may  be 
present  just  above  it  and  in  line.  On  actinal  surface  2  larger 
spines  stand  in  an  oblique  transverse  series  on  furrow  margin 


NEW    STARFISHES    FROM    THE    PACIFIC    COAST  1 29 

(frequently  a  group  of  3) ;  and  behind  them  3  or  4  much  shorter 
graduated  spinelets  in  a  single  zig-zag  series,  all  more  or  less 
united  basally  by  membrane.  Armature  varies  greatly,  some- 
times 2  transverse  series  of  spines  being  present,  and  the  spines 
themselves  vary  in  shape  from  slender  cylindrical  tapering  to 
thick,  clavate  and  blunt.  Armature  generally  has  appearance 
of  being  in  a  single  series  and  rather  sparse.  The  outer  spine- 
lets  of  some  specimens  (those  which  have  very  minute  spinelets 
generally)  are  buried  in  membrane  and  all  but  invisible. 

Madreporic  body  variable  —  usually  subtubercular,  roundish, 
with  coarse  striations. 

Color  in  life  :  Abactinal  surface  deep  chrome  yellow  ;  papu- 
lar areas  deep  saffron  yellow ;  actinal  surface  pale  Indian 
yellow. 

Type,  No.  21930,  U.  S.  Nat.  Mus.  Type  locality,  Alba- 
tross Station  3052,  off  Oregon  in  48  fathoms,  on  "  coral," 
broken  shells  and  rocky  bottom. 

HENRICIA  POLYACANTHA  Fisher,  new  species. 

Rays  5.  R  =  66  mm.;  r=nmm.;  R  =  6r.  Breadth  of 
ray  at  base,  13  mm. 

Rays  moderately  to  decidedly  slender,  very  flexible,  tapering 
gradually  to  bluntly  pointed,  upturned  tip  ;  abactinal  surface 
usually  collapsed  more  or  less  ;  disk  rather  small ;  adambula- 
cral  plates  at  base  of  ray  with  30  to  40  actinal  spinelets,  and  in 
furrow,  instead  of  the  usual  single  spinelet,  2  to  6  such  spine- 
lets grouped  or  in  a  vertical  series ;  always  more  than  1  furrow 
spinelet ;  at  base  of  ray  always  more  than  3. 

Abactinal  and  lateral  surfaces  of  rays  covered  with  small, 
evenly-spaced  pseudopaxillge,  leaving  papular  areas  consider- 
ably larger  than  the  plates;  papulae  1  to  an  area,  large. 
Without  aid  of  a  glass  the  papular  areas  appear  roundish. 
Paxilla?  more  or  less  elongated  in  one  direction  ;  convex,  cov- 
ered with  exceedingly  small  spinelets,  which  are  numerous,  but 
vary  greatly  in  number,  according  to  the  size  of  pseudopaxilla  ; 
10  to  40  is  the  usual  number.  Paxillae  form  a  more  or  less  evi- 
dent median  radial  line  along  ray. 


13O  FISHER 

External  to  adambulacral  plates  is  a  regular  series  of  actinal 
intermediate  plates,  and  separated  from  the  latter  by  a  regular 
series  of  papulae  is  a  row  of  smaller  inferomarginals.  Some- 
times a  supermarginal  series  can  be  distinguished  just  above 
the  inferomarginals,  especially  on  outer  part  of  ray,  where  the 
2  series  are  fairly  regular.  At  base  of  ray  the  serial  arrange- 
ment is  broken  up  and  2  or  3  additional  series  of  small  inter- 
mediate plates  are  interpolated.  The  "marginal  plates  "  are 
larger  than  dorsolateral  pseudopaxillas. 

Adambulacral  plates  separated  by  a  distinct  suture.  Arma- 
ture very  dense,  consisting  of  many  spinelets,  as  follows:  (1) 
on  furrow  face  of  plates  2  to  6  small  sabre-shaped  spinelets  in 
a  vertical  series,  or  more  irregularly  in  2  series.  The  number 
varies  in  different  individuals.  Usually  there  are  5  or  6  at  base 
of  ray  and  2  or  3  to  each  plate  beyond  middle.  Occasionally 
specimens  have  more  than  three  on  plates  of  distal  portion  of 
arm.  (2)  On  actinal  surface  of  plate  are  30  to  40  slender 
pointed  spinelets  arranged  in  3  or  4  transverse  series  on  inner 
half  of  plate,  but  too  crowded  on  outer  half  to  form  rows. 
Even  the  inner  spinelets  are  often  without  regularity.  Spine- 
lets decrease  rapidly  in  length  and  calibre  from  the  furrow  out- 
ward, the  outer  spinelets  being  sharper  than  the  inner  and 
about  the  same  size  as  those  on  other  actinal  plates. 

Madreporic  body  prominent,  tubercular,  situated  midway 
between  center  of  disk  and  interbrachial  angle,  there  being 
small  spinelets  scattered  on  the  surface.  Striations  coarse, 
irregularly  radiating. 

Type,  No.  21931,  U.  S.  Nat.  Mus.  Type  locality,  Albatross 
Station  2936,  off  Dan  Diego,  Cal.,  in  359  fathoms,  on  mud. 

Family  SOLASTERIDiE  Perrier. 
Genus  Crossaster  Miiller  &  Troschel. 

Crossasier  Miiller  &  Troschel,  Monatsber.  d.  k.  preuss.  Akad. 
d.  Wiss.     Berlin,  1840,  103. 

a.  Marginal  plates  of  two  kinds  in  a  single  linear  series  —  conspicuous 
transversely  oriented,  prominently  spinous,  paxilliform  plates 
alternating  with    1    or  2    low  longitudinally  placed  plates  with 


NEW    STARFISHES    FROM    THE    PACIFIC    COAST  131 

short  spinelets;  proximal  marginal  plates  strictly  actinal  in 
position;  adambulacral  plates  with  usually  four  actinal  spines. 
Papulae  very  conspicuous;   abactinal  skeleton  more  open. 

Crossaster  alternatus. 
aa.  Marginal    plates    of    one     kind,    viz.  :    conspicuous    transversely 
oriented  paxilliform  plates  which  are  strictly  marginal  in  posi- 
tion ;   adambulacral  plates  with  2  or  3  actinal  spines.    Abactinal 
skeleton  less  open Crossaster  borealis. 

CROSSASTER    ALTERNATUS  Fisher,  new  species. 

Rays  10.  R  =63  mm.;  r  =  24  ;  R=2.6r.  A  larger  speci- 
men taken  between  San  Diego  and  San  Clemente  (500  fathoms) 
in  1904  measures  as  follows:  R  =  100  mm.;  r  —  34  mm.; 
R=  2.gr.     Breadth  of  ray  at  base,  23  mm. 

General  form  flattened ;  abactinal  surface  of  disk  slightly 
convex,  capable  of  inflation,  but  flattened  on  central  part; 
abactinal  surface  of  rays  slightly  rounded ;  margins  well 
rounded  ;  actinal  surface  nearly  flat ;  interbrachial  angles  rather 
acute  ;  abactinal  skeleton  open  reticulate,  the  ossicles  slenderer 
than  in  Crossaste?'  fiafifiosus ;  papulae  large;  paxillas  small, 
well-spaced ;  marginal  plates  characteristic,  more  prominently 
spinous  transversely  placed  plates  alternating  with  (usually  2) 
longitudinally  oriented  plates  with  very  short  spinelets  ;  marginal 
plates  actinal  in  position  on  basal  half  of  ray  ;  actinal  interradial 
areas  small,  with  few  plates  set  fairly  close  together ;  a  single 
series  of  very  small  intermediate  plates  extending  to  end  of 
ray ;  adambulacral  plates  with  4  to  8  furrow  spinules  and  a 
transverse  series  of  4  actinal  spinules. 

Abactinal  integument  rather  thin  but  tough  and  pliable, 
parchment-like,  quite  opaque  and  obscuring  the  ossicles  unless 
dried.  Skeleton  open  and  forming  a  net-work  with  fairly  wide 
meshes,  which  are  irregular  and  largest  on  disk  ;  connecting 
ossicles  slender,  often  irregular;  enclosed  within  meshes,  small 
free  irregular  ossicles ;  these  often  absent,  but  usually  present 
on  disk  and  most  numerous  near  its  center.  Paxillas  with  a  2- 
to  4-slender-lobed  base  and  a  low  stout  pedicel  surmounted  by 
usually  4  or  5  rough,  delicate  tapering,  pointed,  spinelets  en- 
closed in  a  delicate  membraneous  sac,  which  fits  tightly  about 


I32  FISHER 

each  spinule  for  about  half  its  length,  leaving  only  its  basal 
part  obscured.  In  consequence  of  the  open  character  of  skele- 
ton, paxillse  are  well  spaced,  but  are  much  smaller  and  more 
numerous  than  in  Crossaster  papposus.  They  are  largest  and 
most  widely  spaced  midway  between  center  of  disk  and  margin 
on  radial  areas,  thence  rapidly  diminishing  in  size  toward  ex- 
tremity of  ray  and  less  toward  center  of  disk.  A  bare  sulcus 
leads  from  each  interradial  angle  half  way  to  center  of  disk. 
These  bare  areas  are  about  1  mm.  wide  and  are  paved  solidly 
with  ossicles  which  are  the  upper  edge  of  the  incomplete  cal- 
careous interbrachial  partition.  At  the  inner  end  of  this  bare 
area,  in  1  interradius  is  the  madreporic  body  surrounded  by 
several  paxillae  ;  in  the  other  radii  several  slightly  larger  pax- 
illae hold  a  similar  position.  Papulae  large,  partially  obscuring 
the  small  paxillae  ;  absent  from  bare  interradial  areas  ;  2  to  7  or 
8  to  each  mesh  of  skeleton  on  rays  and  as  many  as  15  on  disk, 
or  even  more  where  meshes  are  incomplete.  Papulae  com- 
monly 3  mm.  long,  pointed.  In  the  interradii  a  number  of  the 
abactinal  plates  are  actinal  in  position  because  the  marginal 
plates  are  drawn  inward  toward  the  mouth.  Thus  in  the  type 
the  distance  between  marginal  plates  and  interradial  angle  is  6 
to  8  mm.,  consequently  the  dorsal  integument  with  plates  and 
papulae  is  drawn  onto  actinal  surface. 

Marginal  plates  conspicuous ;  about  14  or  15  prominent, 
rather  widely  spaced,  transversely  oriented,  paxilliform  plates 
seem  to  represent  the  inferomarginal  series,  and  between  each 
of  these,  in  the  same  linear  series,  are  1  to  3,  usually  2,  longi- 
tudinally oriented,  much  lower  and  slightly  smaller  plates, 
which  may  represent  the  superomarginal  series,  although  now 
forming  a  single  series  with  inferomarginals.  Prominent  mar- 
ginals become  more  conspicuous  toward  tip  of  ray,  acquiring  a 
heavy,  compressed  pedicel  often  higher  than  its  width  at  top, 
and  very  paxilliform  in  appearance,  bearing  2  transverse  rows 
of  about  8  to  16  long,  tapering  needle-like  spinules,  which  in- 
crease in  length  but  decrease  in  number  toward  extremity  of 
ray.  Beyond  proximal  fourth  of  ray  there  are  two  well-de- 
fined series  of  these  spinules,  of  which  the  adoral  spinules  are 
the  shorter,  and  in  the  other  series  about  3  skin-covered  spin- 


NEW    STARFISHES    FROM    THE    PACIFIC    COAST  1 33 

ules  become  much  larger  than  the  rest  and  have  very  fine 
points.  Distally  the  spinules  form  2  palmate  series,  but  there 
is  more  or  less  variation  in  their  numbers.  The  non-prominent 
longitudinally  oriented  plates  vary  considerably  in  size,  and 
decrease  markedly  in  size  distad,  whereas  the  others  become 
more  prominent.  Except  at  base  of  ray,  they  are  not  nearly 
so  high  as  transverse  plates  and  are  rounded  to  elliptical-ob- 
long, bearing  upwards  to  25  very  short  spinelets  in  about  3  or  4 
longitudinal  series.  At  tip  of  ray  these  plates  are  very  small, 
bearing  a  group  of  5  or  more  delicate  spinelets. 

Actinal  interradial  areas  small,  with  small,  closely-placed, 
paxilliform  plates  bearing  4  to  10  spinelets,  which  are  more  del- 
icate than  those  of  abactinal  paxillae,  although  the  latter  are  of 
about  the  same  size.  Interradial  paxillae  about  10  to  20  in 
number.  Proceeding  along  ray  almost  to  its  tip  is  an  incon- 
spicuous series  of  very  small  actinal  intermediate  plates,  often 
rather  widely  separated,  a  plate  usually  opposite  each  adambu- 
lacral  plate,  and  distally  bearing  only  a  single  small  spinelet,  or 
none  at  all,  proximally  with  2  to  5  spinelets. 

Adambulacral  plates  with  a  palmate  furrow  series  proximally 
of  6  to  8,  distally  of  4  or  5,  very  delicate,  tapering  sharp  skin- 
covered  spinules  united  for  about  a  third  their  length  by  a  web. 
Mesial  spinules  longest  (about  one-third  width  of  plate  in  length) 
thence  decreasing  in  length  toward  either  end  of  series.  On 
actinal  surface  of  plate  a  transverse  comb  of  4  or  5  slender, 
needle-like,  sharp  spines,  the  2  or  3  mesial  much  the  longest, 
the  inner  usually  slightly  longer  than  furrow  spinules,  often 
much  longer ;  outermost  spine  usually  nearly  equal  to  the 
longest,  which  exceeds  in  length  width  of  plate.  These 
spines,  like  those  of  furrow  series,  invested  in  membrane, 
which  forms  vane-like  lateral  expansions  (causing  the  spinule 
to  appear  broad  and  flat  near  base)  and  unites  them  in  a  com- 
mon web  by  their  bases.  On  distal  part  of  ray  the  large  adam- 
bulacral spines  are  similar  in  size  and  appearance  to  the  larger 
inferomarginal  spines,  already  described. 

Mouth-plates  of  the  usual  shape,  rather  prominent  actinally. 
Each  plate  with  3  long  slightly  tapering  pointed  spines  at 
inner  end,  these  decreasing  in  size  outward,  so  that  third  spine  is 


134  FISHER 

about  one  half  length  of  innermost ;  thence  series  is  continued 
to  end  of  plate  in  7  or  8  much  shorter  spines  resembling  those 
of  first  adambulacral  plate.  All  spines  skin-covered  and  united 
basally  by  a  web.  On  actinal  surface,  parallel  with  median 
suture  and  slightly  nearer  it  than  free  margin,  is  a  comb  of  2  to  8 
skin-covered  sometimes  basally  webbed  spinules  similar  to  but 
smaller  than  corresponding  series  of  first  inferomarginal. 

Madreporic  body  irregularly  circular  or  oval,  situated  about 
midway  between  center  of  disk  and  margin ;  convex,  irregu- 
larly and  centrifugally  striated  ;   about  3  mm.  in  diameter. 

Color  in  life:   "  salmon  pink." 

Young  :  Young  specimens  agree  very  well  with  the  large  ex- 
amples, except  that  the  papulae  are  less  numerous,  and  there  is  a 
slight  reduction  in  number  of  spines  of  interradial,  marginal 
and  adambulacral  plates,  as  well  as  fewer  itnerradial  and  mar- 
ginal plates.  In  small  specimens  there  is  more  often  only  one 
superomarginal  plate  interpolated  between  the  transversely 
oriented  inferomarginals,  and  the  former  are  slightly  more 
superior  in  position,  at  base  of  ray,  than  in  adults.  Adambu- 
lacrals  commonly  with  3  to  5  furrow  spinules  proximally,  and 
about  5  actinal.  Usually  only  1  or  2  large  papulae  to  a  mesh  ; 
abactinal  spinelets  not  fewer  in  number  than  in  adults. 

Type,  No.  21932,  U.  S.  Nat.  Mus.  Type  locality,  Albatross 
Station  2839,  Santa  Barbara  Islands,  Cal.,  in  414  fathoms,  on 
gray  sand. 

CROSSASTER  BOREALIS  Fisher,  new  species. 

Rays  9  to  12.  R  =  140  mm.;  r  =  47  mm.  R  =  3?'- 
Breadth  of  ray  at  base,  23  mm. 

Related  to  C.  australis  Perrier.  General  form  much  as  in 
preceding  species,  but  disk  usually  more  arched,  and  commonly 
slightly  sunken  in  middle  ;  marginal  plates  prominent,  paxilli- 
form,  transversely  oriented,  spaced  ;  not  of  two  kinds  as  in  the 
preceding  species  ;  situated  on  margin  of  ray  and  disk,  not 
proximally  encroaching  on  actinal  surface  to  any  great  extent; 
interradial  areas  small,  paved  with  small  roundish  close-set 
plates  bearing  very  few  spinelets  ;   a  single  series  of  small  scat- 


NEW    STARFISHES    FROM    TIIF.    PACIFIC    COAST  135 

tered  intermediate  plates  extending  nearly  to  tip  of  ray  ;  abac- 
tinal  skeleton  similar  to  that  of  preceding  species,  but  slightly 
less  open,  i.  c,  meshes  somewhat  smaller;  paxillae  small, 
spaced,  typically  arranged  with  more  or  less  regularity  on  disk, 
in  series  parallel  with  median  radial  ;    anal  aperture  prominent. 

Abactinal  integument  entirely  obscuring  underlying  skeleton, 
unless  dried  or  treated  with  caustic  potash.  Paxillae  small, 
spaced,  with  a  low  tabulum  surmounted  by  i  to  6  slender  blunt 
or  pointed,  tapering  spinelets.  In  life  these  spinelets  are  thick, 
short  and  stubby,  owing  to  a  membranous  investment,  and  are 
usually  3  or  4  to  each  paxilla.  In  center  of  disk  and  along 
distal  half  of  ray,  paxillae  irregularly  arranged,  but  between 
these  two  areas  an  arrangement  in  longitudinal  rows  more 
or  less  evident.  Base  of  paxillae  with  3  or  4  slender  unequal 
lobes  impinging  upon  those  of  neighboring  paxillae  or  connected 
by  short  irregular  ossicles  ;  latter  not  numerous  ;  near  center  of 
disk  there  are  1  or  2  isolated  ossicles  in  many  of  the  meshes. 
Anus  surrounded  by  4  or  5  large  paxillae.  As  in  preceding  spe- 
cies a  very  narrow  bare  sulcus  extends  from  interradial  angle 
about  half  way  to  center  of  disk.  Papulae  prominent,  but 
usually  not  quite  so  large  as  in  preceding  species,  about  3  to  10 
to  a  mesh  on  disk,  1  to  3  in  distal  half  of  ray  where  skeleton 
is  closer. 

Marginal  plates,  about  30  to  each  side  of  a  ray,  prominent, 
confined  to  side  wall  of  ray,  paxilliform  with  fairly  high  pedi- 
cels (relatively  about  as  in  papposits),  bearing  2  vertical  or 
transverse  palmate  series  of  6  to  9  stout  tapering  pointed  skin- 
covered  spines,  the  mesial  of  which  are  the  longest.  Some- 
times there  is  1  main  series  and  2  or  3  smaller  spines  stand 
adorally  out  of  the  series,  or  there  may  be  a  second  adoral 
series  of  less  conspicuous  spinules,  but  few  in  number.  Spines 
of  proximal  plates  shorter  than  rest,  except  near  tip  of  ray. 

Actinal  interradial  areas  rather  small,  about  35  to  40  plates 
to  each  area.  Plates  obscured  by  integument  which  has  fine 
furrows  or  wrinkles  leading  from  interadambulacral  sulcuses 
to  marginal  plates.  Plates  appear  spaced,  each  bearing  1  to  4 
short  stubby  papilliform  spinelets,  very  delicate  when  dried. 
Plates  arranged  irregularly  in  rows,  between  the  wrinkles.     A 


I36  FISHER 

series  of  very  small  widely  spaced  actinal  intermediate  plates 
extends  over  three  fourth  length  of  ray.  They  bear  usually  1 
or  2  stumpy  spinelets,  or  are  spineless. 

Adambulacral  plates  with  (1)  a  palmate  furrow  series  of  5  or 
6  (distally  3  or  4)  slender  tapering  skin-covered  spinelets  (united 
for  about  half  their  length  by  a  web)  of  which  the  2  or  3  mesial 
are  subequal,  the  laterals  much  shorter.  These  spinelets  are 
of  about  same  length  as  in  preceding  species.  (2)  On  actinal 
surface  a  transverse  series  oi  4  (3  on  smaller  examples,  vary- 
ing to  2  and  5)  much  longer,  slender,  terete,  blunt,  skin-covered 
spines,  the  second  or  third  usually  longest  (exceeding  in  length 
the  width  of  plate),  the  outer  about  one  half  length  of  inner 
(where  there  are  3  spines) ;  when  2  spines  only  are  present  they 
are  subequal  and  long. 

Mouth  plates  just  a  trifle  narrower  than  in  preceding  species. 
Free  margin  with  a  webbed  series  of  about  11  spinelets  increas- 
ing in  length  toward  inner  end  of  each  plate  to  2  or  3  enlarged 
spines,  the  innermost  stoutest.  On  actinal  surface  of  plate  near 
inner  end  of  each  is  a  stout,  though  slender,  spine.  Sometimes 
instead  of  this  a  small  one  stands  on  outer  end  of  plates,  or 
there  may  be  2  or  3  small  spines. 

Madreporic  body  variable  in  size,  similar  to  that  of  preceding 
species,  and,  like  it,  situated  at  inner  end  of  an  interradial 
fasciole.     Two  or  3  large  paxillae  stand  near  it. 

Type,  No.  21933,  U.  S.  Nat.  Mus.  Type  locality,  Albatross 
Station  2858,  east  of  Kadiak  Island  in  230  fathoms,  on  blue 
mud  and  gravel ;  also  found  in  Bering  Sea,  in  987  fathoms,  on 
green  mud. 

Family  PYCNOPODIID^E x  Stimpson  (restr.). 

Rathbunaster  Fisher,  new  genus. 
Rathbunaster  Fisher,  new  genus  of  Pycnopodiidas.      (Type,  R. 

californicus  Fisher,  new  species.) 

Near  Pycnofiodia  Stimpson,  but  differing  in  having  a  smaller 
disk,  with  the  rays  constricted   at  base  and  easily  detachable  ; 

1  Used  by  Stimpson  (Proc.  Bost.  Soc.  Nat.  Hist.,  vm,iS62,  261),  as  synony- 
mous with  Asteriida.'  of  modern  authors.  As  here  employed  it  includes  Pycho- 
fiodia,  Rathbunaster  and  possibly  also  Anastcrias,  although  I  have  not  examined 
that  genus. 


NEW    STARFISHES    FROM    THE    PACIFIC    COAST  137 

in  the  entire  absence  of  rudimentary  annular  or  calcareous 
ridges  at  base  of  ray,  in  the  abortion  of  alternate  superomar- 
ginal  plates  beyond  base  of  ray,  and  in  the  small  widely  spaced 
inferomarginals  each  bearing  a  slender  spine ;  in  the  greater 
prominence  of  the  adambulacral  plates  which  are  placed  on  the 
same  level  with  the  inferomarginals  (and  each  with  a  single 
spine  as  in  Pycnopodia) ;  in  the  less  crowded  condition  of  the 
ambulacral  ossicles. 

The  circular  isolated  plates  on  abactinal  surface  of  rays  are 
more  numerous  than  in  Pycnopodia  and  each  bears  a  wreathed 
spine,  whereas  in  Pycnopodia  spines  are  rare  on  abactinal  plates 
of  arm.  There  are  no  large  bivalved  pedicellariae  as  in  Pyc- 
nopodia. Tube-feet  quadriserial  except  at  extremity  and  base 
of  ray  where  they  are  biserial.  Ambulacral  plates  being  less 
crowded,  the  tube  feet  are  really  intermediate  in  arrangement 
between  the  biserial  and  quadriserial  type.  Mouth  plates  are 
more  prominent  than  in  Pycnopodia  and  approach  in  form 
the  type  common  to  Brisingidae.  Actinostome  wide,  like  the 
Brisingidae. 

Named  for  Dr.  Richard  Rathbun. 


RATHBUNASTER  CALIFORNICUS  Fisher,  new  species. 

Rays  17  (varying  from  13  to  17).  R  =  155  mm.  (variable); 
r  =  23  mm.  R  =  6.Jr  (variable).  Breadth  of  ray  at  base,  9 
to  11  mm. 

Disk  nearly  flat,  circular;  rays  long,  slender,  Brisinga-like, 
deciduous,  more  or  less  constricted  at  base,  adjacent  to  disk. 
Abactinal  integument  thin,  transluscent  on  rays,  thicker  on  disk  ; 
abactinal  skeleton  reduced  to  small  circular  plates,  widely 
spaced,  each  bearing  a  slenderneedle-like  spine  heavily  wreathed 
with  pedicellariae;  a  single  superomarginal  spine  to  each  plate, 
widely  spaced  ;  a  single  inferomarginal  spine  to  each  plate,  twice 
as  numerous  as  superomarginals  ;  a  single  long  slender  adambu- 
lacral spine  to  each  plate.     Numerous  long  vermiform  papulae. 

Disk  resembling  that  of  a  Brisinga  in  general  form,  only 
larger,  the  rays  being  very  insecurely  connected  and  therefore 
readily  broken  off.     Rays  in  general  form  suggesting  those  of 

Proc.  Wash.  Acad.  Sci.,  August,  1906. 


I38  FISHER 

Freyella.  Abactinal  surface  depressed,  collapsed  on  account 
of  the  utter  absence  of  any  sort  of  rigidity.  On  disk,  small 
roundish  plates  imbedded  in  membrane  are  spaced  about  2  to  3 
mm.  apart,  each  plate  being  .5  to  1.25  mm.  in  diameter,  and 
they  are  slightly  more  crowded  toward  center  of  disk  than  near 
periphery  ;  on  ray,  plates  are  rather  more  widely  spaced,  and 
about  4  irregular  longitudinal  series  are  sometimes  evident, 
although  often  no  serial  arrangement  is  present.  These  small 
plates  are  a  trifle  convex  in  center,  and  bear  a  single  very 
delicate  needle-like  spinule,  most  of  which  are  encircled  about 
the  middle  or  nearer  tip  by  a  very  elegant  wreath  of  minute 
crossed  pedicellariae.  This  wreath  consists  of  a  circular  expan- 
sion of  membrane,  the  upper  surface  being  thickly  beset  with 
pedicellarias,  the  lower  naked.  These  wreaths  are  a  little 
larger,  and  more  crowded  near  center  of  disk.  Scattered  be- 
tween the  primary  plates  are  minute  grains.  Papular  pores 
pierce  abactinal  integument,  the  papulae  being  long  slender, 
vermiform,  and  arranged  in  groups  of  2  or  3  up  to  10  or  12. 
On  disk  they  appear  very  crowded.  Intermarginal  papulae 
present,  more  or  less  grouped. 

Marginal  spines  longer  and  stouter  than  abactinal  and  bear- 
ing more  prominent  wreaths  of  pedicellarias.  Inferomarginal 
plates  small,  spaced  (not  in  contact),  closely  appressed  to  ad- 
ambulacral  plates,  to  every  4  or  5  of  which  there  is  1  inferomar- 
ginal. Spine  borne  on  a  ventral  boss  of  plate,  on  about  same 
level  with  adambulacral  spines,  not  much  more  ventrally  as  in 
Pycnofodia  helianthoides.  Just  above  each  alternate  infero- 
marginal, a  somewhat  larger  superomarginal  bears  a  single 
subequal  wreathed  spine.  These  plates  touch  the  inferomar- 
ginals  and  are  elongated  transversely.  Opposite  the  remaining 
inferomarginals  they  are  very  small  and  rudimentary,  reduced 
to  a  tiny  ossicle  devoid  of  a  spinelet,  and  wholly  invisible  until 
skin  is  dried.  Near  base  of  rav  each  inferomarginal  has  a 
spiniferous  superomarginal  adjacent  to  it,  but  soon  the  alternate 
superomarginals,  as  noted  above,  lose  their  spine  and  atrophy. 
Comparatively  few  of  the  inferomarginal  spines  have  a  forfici- 
form  pointed  pedicellaria  at  their  base  .75  mm.  in  length.  This 
may  stand  on  plate  near  base  of  spine. 


NEW    STARFISHES    FROM    THE    PACIFIC    COAST  1 39 

Adambulacral  plates  placed  obliquely  as  in  Pycnopodia  hclian- 
thoidcs,  but  not  so  crowded.  They  are  not  sunken  within  fur- 
row as  in  that  species,  but  are  on  same  level  with  inferomar- 
ginal  plates  and  define  true  margin  of  furrow.  Each  plate 
bears  a  single  spinule,  slightly  shorter  and  much  slenderer  than 
inferomarginal  spine.  No  pedicellarice  on  either  spines  or 
plates. 

Mouth  plates  small,  each  with  a  marginal  spine  pointing 
across  mouth  of  furrow,  another  over  actinostome,  and  usually 
2  upright  spines,  subequal  to  furrow  spines,  on  actinal  surface 
near  suture — i  placed  behind  the  other.  Furrow  spines  may 
bear  i  or  2  small  forficiform  pedicellariae  but  usually  they  do 
not;  several,  instead,  being  found  on  inner  angle  of  plate. 

Ambulacral  furrow  wide  and  shallow ;  ambulacral  plates  not 
so  crowded  as  in  Pycnopodia  Jielianthoides.  Ambulacral  pores 
in  4  rows,  except  at  very  base  of  furrow,  and  on  terminal  third 
or  fourth  of  ray,  where  there  are  but  2  rows.  Tube-feet  large, 
rather  crowded.  At  base  of  furrow  they  are  very  evidently  in 
only  2  rows  and  resemble  those  of  Brisinga.  Soon  the  plates 
become  a  little  more  crowded  and  a  not  very  marked  quadri- 
serial  arrangement  of  the  feet  then  becomes  evident.  Actino- 
stome very  wide,  24  mm.  on  a  disk  44  mm.  in  diameter. 

Madreporic  body  small,  situated  near  interradial  angle;  dis- 
tant about  its  own  diameter  from  edge  of  disk.  Striations 
radial. 

In  this  species  the  gonads  open  to  the  exterior  near  base  of 
rays.  There  is  one  gonad  on  either  side  of  ray,  much  as  in 
Pycnopodia. 

Type,  No.  21934,  U.  S.  Nat.  Mus.  Type  locality,  Alba- 
tross Station  2925,  off  San  Diego,  Cal.,  in  339  fathoms,  on 
mud. 


PROCEEDINGS 


OF   THE 


WASHINGTON  ACADEMY  OF  SCIENCES 

Vol.  VIII,  pp.  141-166        pls.  vi-vm  August  14,  1906 


NOTES    ON  JAPANESE    HEPATIC^. 
By  Alexander  W.  Evans. 

Yale  University. 

Schiffner  '  has  already  emphasized  the  fact  that  the  Hepat- 
icee  of  Japan  are  of  unusual  interest.  They  not  only  include 
a  very  large  number  of  species  for  the  size  of  the  island,  over 
250  having  already  been  reported,  but  among  these  species  are 
both  northern  and  southern  types,  owing  to  the  many  degrees 
of  latitude  through  which  Japan  extends  and  to  the  varied 
atmospheric  conditions  which  are  to  be  found  there.  The  flora 
includes  at  least  2  endemic  genera,  Cavr'cularia  Steph.2  and 
Makinoa  Miyake,3  both  of  which,  according  to  our  present 
knowledge,  are  monotypic.  It  also  includes  a  number  of 
species  which,  although  referable  to  well-known  genera, 
present  peculiarities  so  anomalous  that  they  have  necessitated 
a  revision  or  amplification  of  the  original  generic  characters. 
This,  for  example,  is  the  case  with  Ptilidium  bisseti  (Mitt.) 
Evans,4  which  differs  from  all  other  known  members  of  the 
genus  in  developing  a  felt  of  cilia  on  the  outer  surface  of  both 
leaves  and  underleaves  and  which  is  further  remarkable  in  bear- 
ing water-sacs  on  some  of  the  smaller  branch-leaves. 

The  present  paper  is  a  partial  report  on  2  collections,  one 
made  by  Mr.  T.  Yoshinaga  (formerly  Inoue),  of  Aki-machi, 

1  Oesterr.  Bot.  Zeitschr.  49:  3S5.  1S99. 

-  Bull,  de  l'Herb.  Boissier  5  :  87.  1S97. 

3  Bot.  Mag.  Tokyo  13  :  21.  pi.  3.  1S99. 
♦Rev.  Brvol.  32:  57.      1905. 

Proc.  Wash.  Acad.  Sci.,  August,  1906.  ('41) 


i4- 


EVAXS 


and  the  other  by  Mr.  S.  Okamura,  of  Kochi.  The  majority  of 
the  specimens  in  both  collections  came  from  the  province  of 
Tosa.  Most  of  the  species  noted  are  additions  to  the  Japan- 
ese flora  and  include  5  which  are  here  proposed  as  new.  Of 
these  new  species  2  have  already  been  named  in  manuscript 
by  Herr  F.  Stephani,  of  Leipzig,  but  have  not  yet  been 
described.  All  of  the  species  noted  belong  to  well-known 
genera,  and  more  than  half  are  Lejeuneag.  Among  the  latter 
is  one  species  which  affords  an  interesting  link  between  the 
genera  Harpalejeunea  and  Drepatiolcjeunea.  At  least  3  other 
Lejeuneae,  new  to  Japan  and  apparently  to  science,  also  occur 
in  these  collections.  Unfortunately  they  are  represented  by 
sterile  specimens  only,  and  it  has  therefore  seemed  wise  to  post- 
pone their  description  until  more  complete  material  can  be 
examined.  The  types  of  the  new  species  are  deposited  in  the 
herbarium  of  the  writer,  at  New  Haven,  Connecticut. 

1.    METZGERIA    QJJADRISERIATA  Evans,  new  species. 

(PI.  VI.  figs.  1-5.) 

Pale  yellowish  green,  growing  in  depressed  mats  ;  thallus 
prostrate,  repeatedly  dichotomous,  occasionally  giving  rise  to 
adventitious  branches  from  the  margin  or  from  the  postical  sur- 
face of  the  midrib,  well-developed  branches  about  0.7  mm.  wide 
and  from  1.5  to  3.5  mm.  long  between  the  forks,  plane  or  slightlv 
convex;  midrib  0.08  mm.  wide,  bounded  both  antically  and 
postically  by  2  rows  of  cells,  smooth  above,  bearing  a  few  scat- 
tered and  simple  cilia  below ;  wing  mostly  from  5  to  8  cells 
broad,  smooth  on  both  surfaces  but  ciliate  on  the  margin,  the 
cilia  scattered  and  borne  singly,  usually  shorter  than  the  width 
of  the  wing,  straight  or  slightly  contorted,  blunt  at  the  apex  or 
irregularly  branched  ;  cells  of  the  wing  plane  or  slightly  con- 
vex, their  walls  more  or  less  thickened  and  sometimes  with 
indistinct  trigones,  not  varying  much  in  size  in  different  parts 
of  the  thallus,  averaging  42  x  28, u;  inflorescence  dioicous ; 
female  branch  broadly  orbicular-obovate,  0.35  mm.  long,  slightly 
emarginate  at  the  apex,  rather  closely  ciliate  on  the  margin  and 
usually  bearing  a  few  cilia  on  the  postical  surface,  the  cilia 
similar  to  those  found  on  the  thallus  ;   remaining  parts  not  seen. 


NOTES    ON   JAPANESE    HEPATIC^E  I43 

Type  locality,  Ioki-mura,  Tosa.  Collector,  Yoshinaga  (no. 
11),  November,  1903. 

In  his  Hepaticje  Japonic^  Stephani '  accredits  to  Japan  the 
4  following  species  of  Metzgeria: — M.  conjugata  Lindb.,  M. 
furcata  (L.)  Dumort.,  M.  hamata  Lindb.  and  M.  -pubescens 
(Schrank)  Raddi.  All  of  these  species  have  a  wide  geographi- 
cal distribution  in  temperate  regions,  and  M.  hamata  is  also 
common  in  many  tropical  countries.  Two  years  later,  in  his 
Species  Hepaticarum,  Stephani2  throws  doubt  upon  the  occur- 
rence of  M.  furcata  in  Japan  but  adds  a  fifth  species,  M.  con- 
sanguinea  Schiffn.,3  originally  described  from  Java  but  now 
known  also  from  the  island  of  Luzon. 

Of  these  5  species,  M.  hamata  and  M.  consanguinea  are  both 
closely  related  to  M.  quadriscriata.  They  agree  with  it  in  their 
dioicous  inflorescence  and  also  in  the  structure  of  the  costa,  which 
is  bounded  both  above  and  below  by  2  rows  of  cortical  cells.  In 
these  2  species,  however,  the  thallus  is  more  robust  than  in  M. 
quadriscriata,  the  marginal  cilia  are  borne  in  pairs,  and  some  of 
the  branches  at  least  are  strongly  convex.  M.  hamata  is  further 
distinguished  by  its  larger  cells,  and  by  its  longer,  more  numer- 
ous and  more  contorted  cilia,  while  in  M.  consanguinea  many 
of  the  ultimate  branches  are  practically  wingless  and  extend 
outward  from  the  substratum.  Whether  this  last  peculiarity  is 
to  be  considered  a  specific  character  or  not  is  somewhat  ques- 
tionable. Stephani  implies  that  it  may  be  due  to  some  unusual 
condition  in  the  environment  and  states  that  he  has  seen  similar 
branches  in  other  species. 

Another  close  ally  of  M.  quadriscriata  is  M.  lindbcrgii 
Schiffn.,4  a  Javan  species,  which  is  now  known  also  from 
Sumatra,  Tahiti  and  the  Marquesan  Islands.  M.  lindbcrgii 
agrees  with  the  new  species  in  the  structure  of  its  costa,  and  also 
in  the  fact  that  its  marginal  cilia  are  borne  singly.  It  is,  how- 
ever, more  robust,  its  wings  being  often  15  cells  broad,  and  its 
inflorescence  is  autoicous.     From  M.  conjugata  and  M.  furcata 

1  Bull,  de  l'Herb.  Boissier  5  :  81.     1S97. 

2  Bull,  de  l'Herb.  Boissier  7  :  941,  947.      1S99. 
3Nova  Acta  Acad.  Caes.  Leop. -Carol.  60  :  271.     1S93. 
4Denkschr.  Mat.-Naturw.  CI.  Kais.  Acad.  Wiss.  Wien  67:  30.      189S. 


144  EVANS 

the  new  species  differs  in  the  structure  of  its  midrib.  Although 
in  both  of  these  species  there  are  only  2  rows  of  cortical  cells 
antically,  there  are  normally  4  rows  postically. 

2.  MYLIA  VERRUCOSA  Lindb. 
Mylia  verrucosa  Lindb.  Acta  Soc.  Sci.  Fenn.  10:  236.  1872. 
Locality,  Mount  Kuishi,  Tosa.  Collector,  Okamura  (no. 
1 15),  October,  1904.  This  rare  species  has  already  been  reported 
by  Yoshinaga  l  under  the  name  Leioscyphus  verrucosus  (Lindb.) 
Steph.  Lindberg  first  recorded  it  from  Saghalin  and  Amur, 
but  it  was  apparently  not  collected  in  any  other  localities  until 
it  was  found  in  Japan. 

3.    RADULA  OYAMENSIS  Stephani. 

(PI.  VI,  figs.  6-10.) 

Radula  oyamensis  Stephani,  Hedwigia  23  :    149.      1884. 

Loosely  tufted,  dark  and  dull  green;  stems  0.15  mm.  in  di- 
ameter,  irregularly  pinnate,   the   branches   widely   spreading, 
similar  to  the  stem  but  often  with  smaller  leaves ;  leaves  imbri- 
cated, the  lobe  convex  and  often  reflexed  at  the  apex,  widely 
spreading,  broadly  falcate-ovate,   1   mm.  long,  0.7  mm.  wide, 
attached  by  an  almost  longitudinal  line  of  insertion,  rounded  at 
the  antical  base  and  arching  partially  or  wholly  across  the  axis, 
antical  margin  strongly  rounded,  apex  broad  and  rounded,  pos- 
tical  margin  also  rounded,  forming  an  angle  of  900  or  more  with 
the  keel,  margin  everywhere  entire  ;  lobule  subrhombiform  in 
outline,  0.45  mm.  long,  0.35  mm.  wide,  more  or  less  inflated 
along  keel   and  in  basal   portion,  otherwise  appressed  to  the 
lobe,  inner  margin  attached  by  an  almost  longitudinal  line  of 
insertion  for  half  its  length  or  more,  not  dilated,  free  margin 
straight,    forming   a  blunt   or  rounded    angle   with    the    inner 
margin,  extending  almost  at  right  angles  to  the  axis  and  sub- 
parallel  with  the  keel,  outer  margin  straight,  subparallel  with 
the  axis,  forming  a  rounded  or  very  obtuse  angle,  the  apex 
with  the  margin  free,  apex  tipped  with  a  hyaline  papilla,  not 
borne    in    a    distinct    depression,    keel    more    or    less    arched, 

1  Bot.  Mag.  Tokyo  17  :   (38).     1903. 


NOTES    ON   JAPANESE    HEPATIC^E  1 45 

scarcely  or  not  at  all  decurrent ;  leaf-cells  plane  or  nearly  so, 
averaging  io/i  at  the  margin  of  the  lobe,  15  /t  in  the  middle  and 
18  fi  at  the  base,  walls  thin,  trigones  small  but  distinct,  cuticle 
on  both  surfaces  very  minutely  verruculose  ;  inflorescence  dioi- 
cous ;  female  inflorescence  borne  on  a  leading  branch,  inno- 
vating on  both  sides,  the  innovations  usually  simple  ;  bracts  sim- 
ilar to  the  leaves,  but  a  little  smaller,  the  lobe  measuring  0.75  x 
0.5  mm.  and  the  lobule  0.45  x  0.25  mm.,  the  latter  almost 
transversely  inserted;  perianth  long-exserted,  strongly  com- 
pressed in  the  upper  part,  narrowly  obovate  in  outline,  2.5 
mm.  long,  0.9  mm.  wide,  gradually  narrowed  to  a  stalk-like 
base,  broad  and  truncate  above ;  mouth  shortly  two-lipped, 
entire ;  male  inflorescence  terminating  a  leading  branch,  bracts 
in  about  three  pairs,  suberect,  strongly  inflated,  shortly  and 
unequally  bifid  with  rounded  divisions  ;  mature  sporophyte  not 
seen. 

Locality,  Hono-Kawa,  Tosa  ;  growing  mixed  with  Lejeunese. 
Collector,  Okamura  (no.  112),  July,  1904. 

Perhaps  the  most  striking  features  of  Radula  oyamensis  are 
the  strongly  convex  lobes,  the  verruculose  cuticle  and  the  long 
and  slender  perianth.  With  regard  to  the  peculiarities  of  the 
cuticle  in  this  genus,  little  mention  is  to  be  found  in  the  litera- 
ture, but  it  is  probable  that  roughened  cells  occur  in  other  spe- 
cies. In  the  genus  Scapania,  where  the  cuticle  of  late  has  re- 
ceived a  good  deal  of  attention,  it  has  been  found  that  specific 
characters  which  are  derived  from  it  have  to  be  employed  with 
caution,  and  it  is  possible  that  this  same  statement  will  apply  to 
the  present  genus. 

R.  oyamensis  belongs  to  group  Tumidae,  as  defined  by 
Stephani.1  The  original  specimens  were  collected  by  Dr.  C. 
Gottsche  on  Mount  Oyama,  and  the  species  has  since  been  re- 
ported by  Yoshinaga  from  the  province  of  Iyo.  The  plant  was 
first  described  from  male  material,  and  no  account  of  the 
perianth  has  subsequently  appeared.  R.  lindbergii  Gottsche, 
although  placed  by  Stephani a  in  his  group  Communes,  bears  a 
certain   resemblance  to   R.   oyamensis,   the   lobes   and   lobules 

1  Hedwigia  23  :    162.      1SS4. 
2L.  c.?  149. 


I46  EVANS 

having  much  the  same  form  in  the  2  species.  In  R.  lindbcrgii, 
however,  the  lobe  spreads  more  obliquely  and  is  less  convex, 
the  lobule  is  less  inflated  and  is  attached  by  nearly  its  whole 
length  along  the  inner  margin,  the  perianth  is  broader,  and  the 
antheridial  spike  is  very  long,  sometimes  bearing  15  or  more 
pairs  of  bracts.  ./?.  Undbergii  is  widely  distributed  in  Europe 
and  has  already  been  reported  in  Japan  from  the  provinces  of 
Tosa  and  Iyo. 

4.    COLOLEJEUNEA   FLOCCOSA  (Lehm.   &    Lindenb.) 

Schiffn. 
Cololcjcunea  floccosa    (Lehm.    &    Lindenb.)  Schiffn.,   Consp. 
Hepat.  Archip.  Indici  243.     1898. * 

Locality,  on  leaves  of  Acrostichum  yoshinagai,  Mount  Hono- 
gawa.  Collector,  Yoshinaga  (no.  1,  p.  p.),  August,  1888.  New 
to  Japan.  Originally  described  from  Luzon  but  since  reported 
from  Java  and  Sumatra. 

5.    COLOLEJEUNEA  GCEBELII  (Gottsche)  Schiffn. 
Cololejeunea  gcebelii  (Gottsche)  Schiffn.,  Consp.  Hepat.  Archip. 

Indici  244.      1898. 

Locality,  on  leaf  of  Trichomanes  jaftonicuni,  Akinokawa, 
Tosa.  Collector,  Yoshinaga  (no.  25,  p.  p.),  October,  1903. 
This  species  was  first  described  from  specimens  collected  in 
Java.  It  is  also  known  from  the  island  of  Penang  and  has 
already  been  reported  from  Japan  by  Yoshinaga. 

6.    COLOLEJEUNEA  VENUSTA  (S.-L.)  Schiffn. 
Cololejeunea  vcnusta  (S.-L.)  Schiffn.  in  Engler  &  Prantl,  Nat. 

Pflanzenfam.  1:    122.      1893. 

Localitv,  on  leaves  of  Plagiogyria  euphlcbia,  Tokimoto, 
Tosa-gun,  Tosa.  Collector,  Okamura  (no.  76),  January,  1904. 
New  to  Japan.  Known  also  from  Java,  the  type  locality,  and 
from  Sumatra. 

The  Japanese  specimens  do  not  agree  in  all  respects  with  the 
figures  of  Sande  Lacoste.2     In  these  the  lobules  are  represented 

1  Full  synonymy  of  the  3  species  of  Cololejeunea  mentioned  in  the  present 
paper  may  be  found  in  this  volume. 

2  Syn.  Hep.  Javan.  pi.  12.     1856. 


NOTES    ON   JAPANESE    HEPATICVE  1 47 

as  being  covered  over  with  slender  seta-,  similar  to  those  found 
on  the  lobes,  and  no  trace  of  a  false  median  nerve  is  shown,  the 
cells  of  the  lobe  being  fairly  uniform  throughout,  except  that 
the  basal  cells  are  longer  and  destitute  of  set;e.  In  the  speci- 
mens from  Tosa  the  lobule  is  perfectly  smooth  ;  in  the  outer 
portion,  close  to  the  end  of  the  keel,  the  free  margin  bears  a 
slender  tooth,  usually  composed  of  2  superimposed  cells,  and 
there  is  commonly  a  second  blunt  tooth  somewhat  nearer  the 
axis  ;  the  margin  is  otherwise  entire.  In  well-developed  leaves 
there  is  a  fairly  distinct  false  nerve,  composed  of  1  or  2  rows 
of  elongated  cells.  Unfortunately  the  writer  has  been  unable 
to  secure  specimens  of  C.  vcnusta  for  comparison,  so  that  it  has 
been  impossible  to  determine  whether  these  differences  are  real 
or  simply  due  to  inaccuracies  in  the  figures. 

7.    LEJEUNEA    PLANILOBA  Evans,  new  species. 

(PI.  VI,  figs.  11-16.) 

Pale  green,  not  glossy,  scattered  or  in  loose  depressed  mats  ; 
stems  prostrate,  loosely  adherent  to  the  substratum,  0.08  mm. 
in  diameter,  sparingly  and  irregularly  branched,  the  branches 
widely  spreading  :  leaves  loosely  imbricated,  the  lobe  obliquely 
to  widely  spreading,  slightly  convex  but  not  reflexed  at  the  apex, 
scarcely  falcate,  oblong,  0.7  mm.  long,  0.4  mm.  wide,  antical 
margin  decurrent  by  a  single  cell,  rounded  to  subcordate  at  the 
base,  arching  partially  or  wholly  across  the  axis,  outwardly 
curved  to  the  broad  and  rounded  apex,  postical  margin  more 
or  less  outwardly  curved,  continuous  with  the  keel  or  forming 
with  it  a  very  obtuse  angle,  margin  entire  throughout ;  lobule 
ovate-rectangular,  0.25  mm.  long,  0.15  mm.  wide,  inflated  in 
basal  half,  keel  arched  near  the  base,  nearly  straight  in  outer 
portion,  smooth,  free  margin  appressed  to  the  lobe  except  at  base, 
straight  or  slightly  curved,  sinus  straight  or  very  shallowly  lun- 
ulate,  apical  tooth  straight  and  blunt,  papilla  proximal,  usually 
in  a  distinct  depression,  reflexed  and  more  or  less  concealed  be- 
hind the  margin  ;  leaf-cells  plane  or  nearly  so,  averaging  12  /j. 
at  the  margin  of  lobe,  21  x  15  ft  in  the  middle  and  30  x  18  ;i  at 
the  base,  thin-walled  but  with  distinct  and  rarely  confluent  tri- 


1 48  EVANS 

gones  and  intermediate  thickenings,  cuticle  smooth,  ocelli  none  ; 
underleaves  distant  to  subimbricated,  orbicular,  0.2  mm.  long, 
bifid  about  one  half  with  a  narrow  and  blunt  sinus  and  triang- 
ular, erect  divisions,  rounded  to  acute  at  the  apex,  margin  entire 
or  vaguely  and  irregularly  sinuate  on  the  sides  ;  inflorescence 
autoicous ;  female  inflorescence  borne  on  a  leading  branch,  in- 
novating on  one  side,  the  innovation  simple  or  branched,  some- 
times terminating  in  a  male  spike ;  bracts  obliquely  spreading, 
complicate  and  unequally  bifid,  keel  not  winged,  lobe  oblong, 
0.6  mm.  long,  0.3  mm.  wide,  rounded  at  the  apex,  entire,  lobule 
oblong  to  ligulate,  0.4  mm.  long,  0.12  mm.  wide,  rounded  at 
the  apex,  entire  ;  bracteole  connate  on  both  sides  at  base,  ovate 
to  obovate,  0.4  mm.  long  (to  junction  with  bracts),  0.3  mm.  wide, 
bifid  about  one  half  with  a  narrow  sinus  and  erect,  subacute 
divisions,  margin  irregularly  sinuous ;  perianth  about  half  ex- 
serted,  obovoid,  0.65  mm.  long,  0.4  mm.  wide,  narrowed  toward 
the  base,  rounded  at  the  apex  and  with  a  short  but  distinct  beak, 
inflated  and  with  5  low  keels  in  the  upper  part,  surface  smooth  ; 
male  inflorescence  occupying  a  short  branch  or  terminal  on  a 
longer  branch,  bracts  mostly  in  from  2  to  4  pairs,  closely  imbri- 
cated, shortly  and  subequally  bifid  with  rounded  divisions, 
bracteoles  present  at  base  of  spike,  similar  to  the  underleaves, 
antheridia  borne  singly ;  capsule  brown,  spherical,  0.35  mm. 
in  diameter,  spores  irregular  in  form,  about  23  {jl  wide,  minutely 
verruculose. 

Type  locality,  Mount  Yokogura,  Tosa,  on  bark.  Collector, 
Okamura  (no.  67),  March,  1904. 

Lejeunea  planiloba  agrees  with  other  members  of  the  genus 
in  its  delicate  texture,  in  the  structure  of  the  apical  portion  of 
the  lobule  and  in  the  5-keeled  perianth,  as  well  as  in  other  less 
important  respects.  Its  subrectangular,  relatively  large  lobule 
is  perhaps  somewhat  aberrant  and  will  at  once  serve  to  distin- 
guish it  from  L.  cavifolia  (Ehrh.)  Lindb.  and  L.  flava  (Sw.) 
Nees.  Only  one  other  species  of  the  genus  has  been  reported 
from  Japan,  namely,  Eulejcunca  co7iipacta  Steph.  In  this  spe- 
cies the  leaves  are  described  as  acuminate,  so  that  it  could  hardly 
be  confused  with  L.  -planiloba. 

The  new  species  bears   a  certain  superficial  resemblance  to 


NOTES    ON   JAPANESE    HEPATICyE  I49 

C/iciloIcjcunca  interiexta  (Lindenb.)  Steph.,  which  has  also 
been  listed  as  a  Japanese  plant.  The  type  specimen  of  this 
species  was  collected  by  Dr.  Mertens  in  the  Caroline  Islands, 
and  has  been  kindly  sent  to  the  writer  for  examination  by  Dr. 
von  Keisslern,  of  Vienna.  The  species  has  a  rather  wide  dis- 
tribution in  the  islands  of  the  Pacific.  In  well-developed 
plants  the  lobule  has  almost  the  same  form  as  in  L.  -plant- 
loba.  The  apical  region,  however,  is  built  up  on  a  different 
plan  and  shows  the  distal  hyaline  papilla  which  is  character- 
istic of  the  genus  Cheilolejeunea}  In  some  cases  the  proximal 
papilla  in  L.  -planiloba  cannot  be  easily  demonstrated,  because 
it  bends  down  behind  the  apical  tooth  and  is  more  or  less  con- 
cealed (PI.  VI,  fig.  14).  From  the  genus  Rectolejeunea?  which 
is  also  characterized  by  a  proximal  papilla,  the  new  species 
must  be  excluded  on  account  of  its  5-keeled  perianth.  At  the 
same  time  its  close  resemblance  to  certain  species  of  this  genus, 
such  as  the  West  Indian  R.  fhyllobola  (Nees  &  Mont.)  Evans, 
should  not  be  overlooked. 

8.    LEPTOLEJEUNEA  SUBACUTA  Stephani,  new  species. 

(PI.  VII,  figs.  1-9.) 

Pale  yellowish  green,  often  becoming  brownish  with  age  or 
upon  drying,  growing  scattered  or  in  thin  depressed  mats  ;  stem 
prostrate,  0.05'mm.  in  diameter,  closely  adherent  to  the  sub- 
stratum, copiously  branched,  the  branches  widely  spreading, 
often  microphyllous  toward  the  extremities ;  leaves  distant  to 
loosely  imbricated,  the  lobe  widely  spreading,  plane  or  slightly 
concave,  rhomboid-oblong,  the  antical  and  postical  margins 
subparallel,  0.5  mm.  long,  0.25  mm.  wide,  attached  by  a  short 
and  almost  longitudinal  line  of  insertion,  antical  margin  rounded 
near  base  but  scarcely  reaching  the  middle  of  the  axis,  slightly 
curved,  or,  in  the  outer  part,  nearly  straight,  postical  margin 
straight  or  nearly  so,  forming  a  continuous  line  with  the  keel, 
lobe  gradually  narrowed  to  a  rounded,  obtuse  or  rarely  subacute 
apex,  margin  entire  throughout;  lobule  oblong-ovoid,  0.17 
mm.  long,  0.12  mm.  wide,  inflated  to  beyond  the  middle,  keel 

1  See  Evans,  Bull.  Torrey  Club  33  :  2.    pl.i,f.4.     1906. 

2  Ibid.  33:  8. 


150  EVANS 

slightly  arched,  free  margin  nearly  straight,  outer  portion  (in- 
cluding apical  tooth)  appressed  to  lobe,  inner  portion  slightly 
involute,  sinus  shallow  and  lunulate,  apical  tooth  short,  blunt, 
slightly  curved,  papilla  in  a  distinct  depression,  making  the 
lobule  appear  bidentate  at  the  apex  when  flattened  ;  leaf-cells 
plane,  averaging  15  /j.  at  the  margin  of  the  lobe,  21  n  in  the 
middle  and  30  x  23//  at  the  base,  thin-walled,  trigones  and  in- 
termediate thickenings  minute  but  distinct,  not  confluent ;  basal 
ocellus  measuring  55  x  28  ft,  strongly  inflated,  assisting  in  the 
formation  of  the  water-sac,  remaining  ocelli  scarcely  larger 
than  the  other  cells,  sometimes  indistinct,  variable  in  number 
but  sometimes  as  many  as  8,  irregularly  scattered  through  lobe 
or  arranged  in  from  1  to  3  interrupted  and  indistinct  longitudinal 
rows;  underleaves  distant,  0.05  mm.  long,  0.085  mm-  wide, 
basal  portion  rectangular  or  trapezoidal  in  outline,  abruptly  con- 
tracted to  a  narrow  line  of  attachment,  consisting  of  a  radicellif- 
erous  portion  with  or  without  a  rudimentary  disc  and  6  marginal 
cells,  the  median  marginal  cell  on  each  side  rounded  to  obtuse, 
setae  widely  to  obliquely  spreading,  0.07  mm.  long,  0.01  mm. 
wide,  usually  composed  of  3  cells  in  a  single  row,  rarely  2  cells 
wide  at  the  base  ;  inflorescence  dioicous  ;  female  inflorescence 
borne  on  a  simple  and  very  short  branch  (with  one  leaf  and  one 
underleaf  besides  the  involucre),  bracts  and  bracteoles  in  unfer- 
tilized flowers  suberect ;  bracts  complicate,  unequally  to  sub- 
equally  bifid,  the  lobe  oblong,  0.37  mm.  long,  0.17  mm.  wide 
(maximum  measurements),  rounded  to  obtuse  at  the  apex,  mar- 
gin entire,  lobule  narrower,  ligulate-oblong,  0.34  mm.  long,  0.09 
mm.  wide,  apex  mostly  blunt,  margin  entire  ;  bracteole  some- 
what connate  on  both  sides,  oblong,  0.37  mm.  long,  0.13  mm. 
wide,  bifid  one  sixth  or  less  with  a  sharp  sinus  and  erect,  triangu- 
lar divisions,  acute  to  rounded  at  the  apex,  margin  entire  or 
nearly  so,  ocelli  mostly  2  to  4,  scattered ;  male  inflorescence 
terminating  the  stem  or  a  branch,  bracts  in  2  to  4  pairs,  imbri- 
cated, inflated,  very  shortly  and  subequally  bifid  with  rounded 
divisions,  keel  strongly  arched,  minutely  crenulate  in  outer  part, 
bracteole  present  at  base  of  spike,  similar  to  the  normal  under- 
leaves but  smaller;  mature  perianth  and  sporophyte  not  seen. 
Type  locality,  Akinokavva,  Tosa,  on  leaves  of  Gymnogramme 


NOTES    OX   JAPANESE    HEPATIC<E  151 

elliptica  and  Ptcris  cretica.  Collector,  Yoshinaga  (no.  25.  p.  p.), 
October,  1903. 

Leafy  propagula  are  produced  by  this  new  species  in  great 
abundance  and  resemble  in  all  essential  respects  those  described 
by  the  writer  for  L.  clliplica,  L.  exocellata  and  various  species 
of  Drepanolejeunea?  They  occur  not  only  on  sterile  plants 
but  also  on  those  with  sexual  organs.  In  some  cases  they  are 
borne  here  and  there  behind  normal  leaves,  the  branch  bearing 
them  showing  no  apparent  modifications.  It  is  much  more 
usual,  however,  to  find  them  on  microphyllous  branches  with 
closelv  crowded  and  aborted  leaves  (fig.  3).  In  such  a  case, 
each  rudimentary  leaf  gives  rise  to  a  propagulum,  and  the 
growth  of  the  branch  is  ultimately  limited,  although  usually  not 
until  many  propagula  have  been  formed.  When  the  propagula 
become  detached  they  leave  behind  them  their  inflated  basal 
sheaths.  It  sometimes  happens  that  an  entire  plant  gives  itself 
up  more  or  less  completely  to  the  production  of  propagula,  and 
under  these  circumstances  it  becomes  difficult  to  detect  upon  it 
normal  leaves  and  underleaves. 

The  propagula  themselves  exhibit  no  new  features.  The  first 
1  or  2  underleaves  develop  radicelliferous  discs  in  the  usual  way, 
and  the  first  few  leaves  are  more  or  less  sharp-pointed,  the  first 
leaf  of  all  being  sometimes  but  not  always  reflexed. 

L.  subacuta  is  closely  related  to  the  widely  distributed  L. 
elliptica  (Lehm.  &  Lindenb.)  Schiffn.  and  also  to  L.  exocellata 
(Spruce)  Evans,  of  the  American  tropics.  It  agrees  with  these 
species  in  its  general  habit,  in  its  entire  leaves,  in  its  cell  struc- 
ture, in  its  large  basal  ocelli  and  in  its  short  and  simple  female 
branch.  It  differs  from  both  in  the  more  numerous  ocelli  of  its 
leaves  and  in  its  broader  and  blunter  perichaetial  bracts.  Its 
leaves  also  are  a  little  broader  than  in  L.  elliptica  (being  usually 
from  12  to  14  cells  broad,  instead  of  from  8  to  12),  and  its  dioi- 
cous  inflorescence  will  further  distinguish  it  from  L.  exocellata. 

Another  close  ally,  judging  from  the  description,  is  L.folii- 
cola  Steph.,2  known  only  from  the  type  locality,  the  island  of 

1  Bull.  Torrey  Club  29  :  507-509.  pi.  22,/.  9-13.  fl.  24,  f.  10.     1902.     30  :  29, 

31-  32,  37.  39-  fl-5,f-3-     1903- 

2  Hedwigia  35  :   106.     1S96. 


152  EVANS 

Luzon.  In  this  species  the  inflorescence  is  also  dioicous  and 
the  leaves  show  2  or  3  rows  of  small  ocelli  in  addition  to  the 
large  basal  ocellus.  The  underleaves  are  also  characterized 
by  spreading  divisions,  each  composed  of  3  cells.  Unfortu- 
nately the  female  inflorescence  of  L.foliicola  is  unknown,  but 
its  acuminate,  acute  or  apiculate  leaves  will  at  once  separate  it 
from  L.  subacuta,  and  its  long  antheridial  spikes,  bearing  from 
10  to  12  pairs  of  bracts,  offer  a  second  distinguishing  character. 

9.    DREPANOLEJEUNEA   TENUIS  (Reinw.   Bl.  &  Nees) 

Schiffn. 

(PI.  VII,  figs.  10-19.) 

Drefanolejctmea  tenuis  (Reinw.  Bl.  &  Nees)  Schiffn.,  Consp. 

Hepat.  Archip.  Indici  280.     1S98.1 

Pale  yellowish  green,  not  glossy,  growing  scattered  or  in 
thin  depressed  mats  ;  stems  prostrate,  0.035  mm-  m  diameter, 
rather  loosely  adherent  to  the  substratum,  sparingly  and  irregu- 
larly branched,  the  branches  widely  spreading,  usually  with 
smaller  leaves  than  the  stem  but  otherwise  similar ;  leaves  dis- 
tant to  subimbricated,  the  lobe  obliquely  spreading  to  suberect, 
slightly  convex  but  with  the  apex  usually  strongly  reflexed, 
more  or  less  falcate  especially  when  flattened,  ovate-lanceolate, 
0.3  mm.  long,  0.14  mm.  wide,  attached  by  a  short  and  almost 
longitudinal  line  of  insertion,  antical  margin  straight  or  slightly 
incurved  near  the  base,  then  strongly  outwardly  curved  to  the 
apex,  sometimes  arching  partially  or  wholly  across  the  axis, 
sometimes  entirely  free  from  it,  postical  margin  more  or  less 
incurved,  apex  long-acuminate,  usually  tipped  with  from  2  to  4 
cells  in  a  single  row,  margin  minutely  and  irregularly  crenu- 
late  or  denticulate  from  projecting  cells,  usually  but  not  always 
bearing  from  1  to  5  more  distinct  teeth  between  the  antical  base 
and  the  apex;  lobule  strongly  inflated  throughout,  ovoid,  0.17 
mm.  long,  0.0S  mm.  wide,  keel  strongly  arched,  forming  a 
continuous  line  with  postical  margin  of  lobe,  roughened  from 
projecting  cells,  free  margin  involute  to  or  beyond  the  apex, 
sinus  lunulate,  apical  tooth  strongly  curved,  hyaline  papilla  in 
a  distinct  depression  ;  leaf-cells  plane  to  strongly  convex,  aver- 

1  The  synonymy  of  the  species  is  here  given  in  full. 


NOTES    ON   JAPANESE    HEPATICiE  153 

aging  about  16/1  in  diameter,  a  few  of  the  basal  cells  a  little 
longer  and  narrower  than  the  others,  walls  slightly  thickened 
with  indistinct  and  often  confluent  trigones  and  intermediate 
thickenings,  ocelli  none;  underleaves  distant,  trapezoidal  in 
general  outline  from  a  somewhat  narrow  base,  0.08  mm.  long, 
0.07  mm.  wide,  bifid  to  about  the  middle,  with  obliquely  spread- 
ing divisions  and  a  lunulate  sinus,  basal  region  usually  with  6 
marginal  cells  around  a  central  radicelliferous  region,  divisions 
mostly  3  or  4  cells  long  and  1  or  2  cells  wide  at  the  base; 
inflorescence  dioicous  ;  female  inflorescence  on  a  short  branch, 
innovating  on  one  side,  the  innovation  short  and  simple  ;  bracts 
obliquely  spreading,  complicate,  unequally  bifid,  not  winged 
along  the  keel,  lobe  ovate,  0.5  mm.  long,  0.25  mm.  wide, 
acuminate,  margin  irregularly  dentate  or  short-ciliate,  the 
teeth  from  1  to  3  cells  long,  lobule  more  narrowly  ovate,  0.4 
mm.  long,  0.14  mm.  wide,  apex  variable  but  usually  sharp- 
pointed,  margin  toothed  but  less  strongly  than  in  the  lobe ; 
bracteole  connate  at  the  base  on  both  sides,  broadly  ovate,  0.4 
mm.  long,  0.25  mm.  wide,  bifid  about  one  third  with  erect, 
acute  to  acuminate  divisions  and  an  obtuse  sinus,  margin  as  in 
the  lobule  ;  perianth  about  half-exserted,  oblong-obovoid,  0.6 
mm.  long,  0.35  mm.  wide,  gradually  narrowed  toward  the  base, 
rounded  to  truncate  at  the  apex  and  abruptly  contracted  into  a 
short  but  distinct  beak,  keels  5,  sharp,  extending  to  below  the 
the  middle,  very  indistinctly  roughened  from  projecting  cells  ; 
remaining  parts  not  seen. 

Locality,  Takimoto,  Tosa,  on  bark,  mixed  with  Pycnolcjeunca 
tosana  Steph.  Collector,  Okamura  (no.  103  p.  p.),  October, 
1904.  This  species  has  not  before  been  recorded  from  Japan 
but  has  a  wide  distribution  in  Java,  Sumatra  and  the  Philippine 
Islands.  It  has  also  been  reported,  probably  erroneously, 
from  tropical  America. 

Since  the  last  published  description  of  this  little  species  ap- 
peared over  60  years  ago,1  it  has  seemed  advisable  to  redescribe 
it.  Unfortunately  the  male  inflorescence  seems  to  be  still  un- 
known, and  no  organs  of  vegetative  reproduction  have  as  yet 
been  detected. 

'G.  L.  &  N.  Syn.  Hep.  390.      1S45. 


154  EVANS 

D.  tenuis  is  a  somewhat  aberrant  member  of  the  genus.  In 
the  majority  of  the  species  which  have  been  described  the  keels 
of  the  perianth  are  spinose,  ciliate  or  distinctly  toothed,  some- 
times being  prolonged  as  horns.  In  D.  temcis  the  keels  are 
rounded  in  the  upper  part  and  are  practically  smooth  (PL  VII, 
fig.  10).  It  is  not,  however,  unique  in  this  respect,  but  agrees 
with  2  American  species,  D.  sitbulata  Steph.  and  Lejeuvea 
(Drefianolejamea)  anoplantka  Spruce.  This  peculiarity,  al- 
though important,  is  hardly  sufficient  to  exclude  these  species 
from  Di'ejianolejeunea,  as  it  is  unsupported  by  differences  in 
vegetative  structure. 

The  differential  characters  which  separate  D.  tc7iuis  from  the 
2  American  allies  just  mentioned  have  already  been  noted  by 
the  writer  in  another  connection.1  The  marginal  teeth  which 
are  there  alluded  to  are  exceedingly  variable  and  on  many 
leaves  are  absent  altogether  (PI.  VII,  fig.  12).  On  other 
leaves  they  are  very  pronounced  (PI.  VII,  fig.  11),  and  there 
are  all  gradations  between  these  2  extreme  conditions.  There 
is  apparently  no  definite  correlation  between  the  size  of  the  leaves 
and  the  length  of  these  marginal  teeth.  Another  variable  char- 
acter  is  found  in  the  leaf-cells.  These  are  sometimes  plane  and 
sometimes  markedly  convex  or  even  papillate. 

10.    HARPALEJEUNEA    INTERMEDIA  Evans,    new 

species. 

(PI.  VIII,  figs,  i-ii.) 

Pale  green,  more  or  less  tinged  with  yellow  or  brown,  grow- 
ing in  depressed  mats  ;  stems  prostrate,  0.045  mm.  in  diameter, 
loosely  adherent  to  the  substratum,  sparingly  and  irregularly 
branched,  the  branches  widely  spreading,  similar  to  the  stem  ; 
leaves  contiguous  to  imbricated,  the  lobe  obliquely  spreading  to 
suberect  (widely  spreading  when  flattened  out),  convex  and  re- 
flexed  at  the  apex,  falcate-ovate,  0.28  mm.  long,  0.17  mm. 
wide,  abruptly  dilated  from  a  narrow  basal  region  and  attached 
by  a  short  and  almost  longitudinal  line,  antical  margin  slightly 
incurved  near  base,  then  strongly  outwardly  curved  to  the  apex, 

■Bull.  Torrev  Club  30:  25.      1903. 


NOTES    ON   JAPANESE    HKI'ATIC/E  155 

postical  margin  somewhat  incurved,  forming  an  almost  contin- 
uous line  with  keel,  apex  usually  acute,  tipped  with  1  or  2  cells, 
whole  margin  (except  close  to  the  antical  base)  irregularly 
denticulate  from  projecting  cells  ;  lobule  inflated  throughout, 
ovoid,  0.17  mm.  long,  0.1  mm.  wide,  keel  strongly  arched, 
free  margin  involute  to  the  apex,  curved,  sinus  (in  flattened 
leaves)  deeply  lunulate,  apical  tooth  abruptly  curved,  papilla  in 
a  slight  depression  ;  leaf-cells  plane  to  somewhat  convex,  aver- 
aging 14//  at  the  margin  of  the  lobe,  18/;  in  the  middle  and 
28  x  18  u  at  the  base,  walls  with  large,  irregular  and  often  con- 
fluent trigones  and  intermediate  thickenings,  ocelli  mostly  1 
to  3  at  base  of  lobe,  35  fi  long,  23  u  wide,  often  indistinct  or 
wanting;  underleaves  distant,  broadly  obcuneate,  0.05  mm. 
long,  0.05  mm.  wide,  narrowed  toward  the  base,  bifid  about 
one-half  with  spreading  obtuse  divisions,  separated  by  a  rounded 
to  obtuse  sinus  ;  divisions  mostly  3  cells  long  (beyond  the  basal 
region)  and  2  cells  wide,  usually  tipped  by  a  single  blunt  cell, 
sometimes  by  2  cells  side  by  side,  more  rarely  by  2  superimposed 
cells,  basal  region  commonly  with  6  marginal  cells  surrounding 
a  central  radicelliferous  portion  ;  inflorescence  dioicous  ;  female 
inflorescence  usually  borne  on  a  leading  branch,  sometimes  on  a 
short  branch,  innovating  on  one  side,  the  innovation  long  and 
often  again  floriferous  ;  bracts  obliquely  spreading,  unequally 
bifid,  complicate,  lobe  ovate,  sometimes  falcate  and  reflexed  at 
the  apex,  0.6  mm.  long,  0.3  mm.  wide,  acute  to  acuminate,  mar- 
gin irregularly  dentate  or  denticulate,  keel  sharp,  occasionally 
with  a  narrow,  interrupted  and  entire  wing  in  the  upper  part, 
lobule  ovate,  0.5  mm.  long,  0.2  mm.  wide,  apex  usually  acute, 
margin  as  in  the  lobe  ;  bracteole  somewhat  connate  on  one  side, 
ovate  from  a  narrow  base,  0.45  mm.  long,  0.35  mm.  wide,  bifid 
about  one-third  with  acute  divisions  and  a  sharp  sinus,  margin 
crenulate  or  denticulate,  often  unidentate  on  the  sides  ;  remain- 
ing parts  not  seen. 

Type  locality,  Mount  Myoken,  Tosa,  on  bark.  Collector, 
Yoshinaga  (no.  7  and  no.  6  p.  p.),  October,  1903.  In  no.  6  the 
new  species  grows  mixed  with  Odoiitosch/sma  denudatum  (Mart. ) 
Dumort.      No.  7  may  be  designated  the  type. 

As  a  general  rule  the  species  of  the  Lejeuneas  in  which  inno- 


I56  EVANS 

vations  are  developed  show  but  a  single  pair  of  pericheetial 
bracts.  In  other  words  there  is  an  abrupt  transition  between 
the  bracts  with  their  explanate  lobules  and  the  normal  leaves 
just  below  them  with  their  well-developed  water-sacs.  H. 
intermedia  offers  a  certain  exception  to  this  rule,  the  leaf  below 
the  innovation  being  distinctly  intermediate  between  a  normal 
leaf  and  a  bract  (PI.  VIII,  figs.  1,  2).  In  this  leaf  the  lobe  is 
larger  than  on  ordinary  leaves  and  also  less  convex,  while  the 
lobule  is  acutely  pointed  and  almost  plane.  The  underleaves 
also  show  a  gradual  transition  toward  the  bracteole,  but  this  is 
a  much  more  usual  condition. 

The  new  species  is  also  of  interest  because  in  some  respects 
it  is  intermediate  between  the  genus  to  which  it  has  been  referred 
and  Drcpanolcjeunea.  The  most  important  differences  between 
these  2  genera  are  found  in  the  underleaves.  In  typical 
species  of  Harpalejeunea  these  are  divided  by  a  shallow  sinus 
into  2  broad  and  divergent  divisions,  rounded  at  the  apex  and 
usually  3  or  4  cells  wide.  The  radicelliferous  region  is 
commonly  indistinct.  In  Drepanolejeunea  the  divisions  of  the 
underleaves  are  setaceous  and  usually  widely  spreading ;  in 
most  cases  they  consist  of  from  2  to  5  elongated  cells  in  a 
single  row,  but  they  may  be  2  cells  wide  at  the  base.  These 
divisions  arise  from  a  basal  portion  in  which  the  radicelliferous 
region  is  bounded  by  a  distinct  margin  of  larger  cells.  In  H. 
intermedia  the  underleaves  show  a  basal  portion  with  a  fairly 
distinct  border  (PL  VIII,  fig.  7),  and  the  divisions  vary  at  the 
apex  from  rounded  and  2  cells  wide,  to  pointed  and  tipped  with 
2  superimposed  cells  (PI.  VIII,  figs.  8,  9).  They  therefore 
combine  the  underleaf-characters  of  the  2  genera.  In  some 
respects  these  underleaves  bear  a  resemblance  to  those  of  H. 
pseudoneura  Evans,1  of  the  Hawaiian  Islands,  which  is  also  a 
somewhat  aberrant  member  of  the  genus. 

H.  intermedia  is  apparently  the  first  species  of  Harpalejeunea 
which  has  been  recorded  from  Asia,  and  it  has  no  very  close 
allies  among  species  known  from  other  parts  of  the  earth.  H. 
pseudoncura,  with  which  its  underleaves  have  just  been  com- 
pared, is  at  once  distinguished  by  the  continuous  row  of  ocelli 

■Trans.  Conn.  Acad.  10  :  427.^/.  50,  f.  i-g.      1900. 


NOTES    ON   JAPANESE    HEI'ATICyE  '         157 

running  through  the  lobes  of  the  leaves.  More  typical  members 
of  the  genus,  such  as  H.  ovata  (Hook.)  Schiffn.,  show  a  group 
of  basal  ocelli  in  the  same  position  as  in  H.  intermedia,  but  of 
course  their  underleaves  conform  to  the  normal  type.  In  the 
form  of  its  leaves  the  new  Har-palejeunea  agrees  with  certain 
species  of  Drcpanolcjcunca,  such  as  the  recently  described  D. 
sctistifa  Steph.,1  of  Java  and  Celebes.  In  this  species,  however, 
the  lobes  of  the  leaves  are  strongly  'dentate  and  show  scattered 
ocelli. 

11.    BRACHIOLEJEUNEA  SANDVICENSIS 
(Gottsche)  Evans. 

Brachiolejeunea  sandvicensis  (Gottsche)   Evans,  Trans.  Conn. 

Acad.  10:  419.     1900. 

Locality,  on  bark,  Utsutsumai,  Tosa.  Collector,  Okamura 
(no.  105,  p.  p.),  September,  1904. 

The  writer  has  already  pointed  out  the  fact,  in  the  place  above 
quoted,  that  B.  gottschci  Schiffn.  is  a  synonym  of  the  older 
Phragmicoma  sandvicensis  Gottsche.  When  B.  gottschci  was 
first  published  it  was  somewhat  doubtful  whether  Wichura's 
type  specimens  came  from  Japan  or  Java.  Since  this  time,  how- 
ever, it  has  been  twice  recorded  as  a  Japanese  plant,  once  by 
Schiff ner,3  whose  specimens  were  collected  at  Tokyo  by  Miyake, 
and  once  by  Yoshinaga.  Its  occurrence  in  both  Japan  and  the 
Hawaiian  Islands  would  seem  to  indicate  that  it  has  a  wide  geo- 
graphical distribution,  but  it  does  not  seem  to  have  been  reported 
from  any  intermediate  localities. 

12.    FRULLANIA  DENSILOBA  Stephani,  new  species.2 

(PL  VIII,  figs.  12-22.) 
Brownish   red,  dull  or  faintly  glossy,  growing  in   depressed 
mats  ;  stems  prostrate,  rather  loosely  adherent  to  the  substratum, 
0.12  mm.  in  diameter,  at  first  regularly  pinnate  with  short,  ob- 
liquely to  widely  spreading   branches,   some  of  the   branches 

1  Hedwigia  35  :  S3.     1S96. 
2Oesterr.  Bot.  Zeitschr.  43  :  390.      1S99. 

3Published  as  a  nomen  nudum  by  Yoshinaga  in  Bot.  Mag.  Tokyo  15:  (92). 
1 90 1. 


158         •  EVANS 

remaining  short  and  simple,  others  becoming  themselves  pinnate 
in  the  same  way  as  the  stem  ;  stem-leaves  contiguous  to  loosely 
imbricated,  the  lobe  widely  spreading,  somewhat  falcate,  ob- 
long-obovate,  0.4  mm.  long,  0.3  mm.  wide,  slightly  convex, 
rounded  at  the  antical  base  and  arching  partially  across  the 
stem,  rounded  at  the  apex,  margin  entire;  lobule  clavate,  0.17 
mm.  long,  0.08  mm.  wide,  inflated  throughout,  subparallel  with 
the  stem  and  separated  from  it  by  about  half  its  own  width, 
mouth  obliquely  rounded,  stylus  minute,  filiform  or  subulate, 
tipped  with  a  hyaline  papilla,  mostly  4  or  5  cells  long  and 
1  or  2  cells  wide  at  the  base;  branch-leaves  smaller  than 
the  stem-leaves,  relatively  narrower  and  more  closely  imbri- 
cated, 0.35  mm.  long,  0.25  mm.  wide,  lobules  similar  to  those 
of  the  stem  but  close  together  and  oblique,  lying  with  their 
rounded  ends  upon  the  axis  and  forming  with  it  an  angle  of 
about  450;  leaf-cells  plane  or  nearly  so,  averaging  about  8  <i 
at  the  margin  of  the  lobe,  9  //  in  the  middle  and  18  x  12  it  at  the 
base,  walls  more  or  less  thickened  and  with  indistinct  trigones, 
the  portion  lining  the  cavity  being  usually  pigmented,  ocelli 
mostly  in  a  single  row  of  from  3  to  6  cells,  running  ob- 
liquely from  the  stem  between  the  axis  of  the  lobe  and  the  pos- 
tical  margin,  averaging  28  x  23  jti  in  size,  contents  dark  red, 
ocelli  of  leaves  subtending  branches  often  in  2  rows  ;  inter- 
leaves of  stem  distant,  oblong  with  subparallel  sides,  0.22  mm. 
long,  0.17  mm.  wide,  neither  cordate  nor  rounded  at  the  base, 
bifid  one-half  or  less  with  a  narrow,  acute  sinus  and  broad, 
erect,  rounded  divisions,  margin  entire;  underleaves  of  the 
branches  contiguous  to  subimbricated,  often  partially  covered 
over  by  the  lobules,  narrowly  ovate  or  ligulate,  0.14  mm.  long, 
0.05  mm.  wide,  with  narrow  and  often  acute  divisions  ;  inflores- 
cence  dioicous  ;  female  inflorescence  borne  on  a  leading  branch  ; 
bracts  in  2  or  3  pairs,  passing  by  insensible  gradations  into  the 
leaves,  complicate  and  unequally  bifid,  lobes  of  innermost  bracts 
ovate  to  oblong,  0.75  mm.  long,  0.35  mm.  wide,  narrowed 
toward  the  apex  but  usually  obtusely  pointed,  margin  irregularly 
sinuate,  ocelli  usually  in  2  rows  in  lower  third  of  lobe,  lobule 
ovate-lanceolate,  0.6  mm.  long,  0.25  mm.  wide,  subacute  at  the 
apex,  bearing  a  cluster  of  short  and  irregular  cilia  at  the  base, 


NOTES    ON   JAPANESE    II  KPATICK  159 

the  uppermost  one  or  stylus  a  little  longer  than  the  others,  mar- 
gin otherwise  entire  ;  innermost  bracteole  free,  ovate,  0.7  mm. 
long,  0.4  mm.  wide,  bifid  to  about  the  middle  with  a  narrow 
sinus  and  acute  divisions,  margin  indistinctly  short-ciliaie  at  the 
base,  otherwise  entire  ;  perianth  about  half-exserted,  obovate  in 
outline,  1.1  mm.  long,  0.7  mm.  wide,  gradually  narrowed 
toward  the  base,  rounded  to  truncate  at  the  apex,  beak  short, 
cylindrical,  entire  or  nearly  so  at  the  mouth,  perianth  com- 
pressed, but  with  a  distinct,  rounded  postical  keel,  narrowing 
toward  the  apex,  surface  smooth;  spores  brownish,  35//  in 
diameter;   male  plant  not  seen. 

Type  locality,  Mount  Konomine,  Tosa.  Collector,  Yoshi- 
naga  (no.  32),  November,  1903.  Another  specimen  (cotype) 
from  Mount  Ishidachi,  Iyo.  Collector,  Okamura  (no.  119), 
August,  1904.     Determination  made  by  Stephani. 

The  specific  name  of  the  present  species  probably  refers  to 
the  crowding  of  the  lobules.  This  peculiarity  is  not  always 
apparent  on  the  main  stem  or  on  leading  branches  but  is  espec- 
ially well  seen  on  short  branches  with  limited  growth  (PI.  VIII, 
fig.  15).  The  crowding  of  the  lobules  is  accompanied  by  a 
change  in  their  position  with  respect  to  the  axis.  Instead  of 
being  erect,  they  tend  to  become  oblique,  the  inflated  ends  being 
more  or  less  appressed  to  the  axis.  The  underleaves  on  these 
branches  are  sometimes  almost  hidden  by  the  lobules  and  are. 
much  smaller  and  narrower  than  when  normally  developed,. 

F.  densiloba  belongs  to  the  subgenus  T/iyopsiclla  of  Spruce",  ■ 
which  includes  a  large  proportion  of  the  tropical  Frullaniae. 
The  row  of  ocelli  in  the  lobes  of  its  leaves  and  bracts  is  a 
character  which  it  shares  with  many  other  species  of  the  genus. 
Of  those  which  occur  in  Japan,  F.  appendiculaia  Steph.,  F. 
111011  il iata  Xees  and  F.  makinoana  Steph.  may  be  especiallv 
mentioned.  The  first  2  of  these  are  more  robust  than  F.  den- 
siloba and  are  further  characterized  by  their  obtusely  pointed 
to  acuminate  leaves.  The  third  species  is  somewhat  more 
closely  allied  but  differs  in  the  large  and  semicircular  stylus, 
which  it  develops  between  the  lobule  and  the  stem,  and  also  in 
the  broader  underleaves,  lunately  excised  at  the  apex  with  broad 
and  obtuse  lobes. 


l6o  EVANS 

The  publication  of  new  specific  names  without  descriptions  is 
a  practice  which  is  unfortunately  becoming  more  and  more  prev- 
alent in  the  literature  of  hepaticology.  In  certain  cases  the 
authors  of  the  names  are  not  directly  responsible.  Collections, 
for  example,  are  sent  to  them  for  determination  and,  if  they  in- 
clude new  species,  these  are  often  named  in  manuscript,  the 
authors  intending  to  publish  them  with  descriptions  later  on. 
When  a  list  of  the  determinations  is  sent  back  to  the  collector 
he  is  very  likely  to  have  it  printed  and  to  include  in  it  the  manu- 
script species,  as  well  as  those  which  are  already  known  to 
science.  In  other  cases  manuscript  names  without  descriptions 
are  published  by  the  authors  themselves,  apparently  in  the  vain 
hope  of  securing  priority  for  their  species. 

Of  course  such  names  have  no  claims  whatever  to  recognition  ; 
they  are  nomina  nuda,  and  the  species  to  which  they  are  assigned 
cannot  be  considered  published  in  any  sense.  At  the  same  time, 
without  adding  to  our  knowledge,  these  names  increase  the 
difficulties  of  the  student,  who  cannot  help  feeling  that  they 
ought  to  be  investigated.  A  case  in  point  is  with  reference  to 
Scafania  brevis  Steph.  and  S.jafonica  Steph.  Both  of  these 
species  were  published  as  nomina  nuda  by  Yoshinaga1  but  no 
direct  reference  is  made  to  either  of  them  by  Miiller  in  his  mono- 
graph of  the  genus  Scapania.2  Under  S.  stefikanii,  however, 
he  notes  the  fact  that  this  species,  proposed  as  new,  is  based  on 
2  of  Stephani's  manuscript  species,  and  there  is  reason  to  believe 
that  these  2  species  are  the  S.  brevis  and  S.  ja^ponica  referred 
to  above.  If  the  publication  of  these  2  names  had  been  deferred 
until  the  plants  could  have  been  properly  described,  no  such 
confusion  would  have  arisen. 

Sheffield  Scientific  School, 
Yale  University. 

>Bot.  Mag.  Tokyo  15  :   (92).      1901.     17:   (38).     1903. 
2Nova  Acta  Acad.  Cajs.  Leop. -Carol.  83.     1905. 


EXPLANATION   OF   PLATE    VI. 

Metzgeria  quadriserzata  Evans. 
Fig.     i.  Part  of  thallus,  just  beyond  a  fork,  postical  view,  X  40. 

2.  Midrib  with  adjoining  cells,  antical  view,  >(  F>°- 

3.  Marginal  cilia,  X  225. 

4.  Cross  section  of  midrib  with  adjoining  cells,  postical  edge  below,  X  -~^- 

5.  Female  branch,  X  4°- 

The  figures  were  all  drawn  from  the  type  specimen. 

Radirfa  oya?ncnsis  Stephani. 
Fig.    6.  Part  of  female  plant  with  perianth  and  subfloral  innovations,  postical 
view,  X  17- 

7.  Part  of  stem,  antical  view,  X  *7- 

8.  Cells  from  middle  of  lobe,  some  of  the  verrucuhe  showing  at  right, 
X3°Q- 

9.  Apex  of  lobule,  X  225. 
10.   Pericha;tial  bract,  X  4°- 

The  figures  were  all  drawn  from  Okamura's  specimens. 

Lcjcunca  planiloba  Evans. 

Fig.    11.   Part  of  female  plant  with  perianth,  postical  view,  the  lobule  of  a  bract 
lying  over  the  stalk  of  the  capsule,  X  40. 

12.  Part  of  stem,  postical  view,  X  4°- 

13.  Cells  from  middle  of  lobe,  X  300. 

14.  Apex  of  lobule,  X  225. 

15.  Bract  with  connate  bracteole,  X  4°- 

16.  Other  bract  from  same  involucre,  X  4°- 

The  figures  were  all  drawn  from  the  type  specimen. 

'  [62 


Proc  Wash.  Acad  Set.,  Vol.  Vl!l. 


Plate  VI. 


FIGS    1-5,      METZGERlA   QUAORISERIATA   EVANS. 
FIGS    6-10.    RADULA  OYAMENSIS  STEPHANI. 
CIGS    11-16.      LEjEUNcA   PLANILOBA   EVaNS 


EXPLANATION   OF   PLATE   VII. 

Leptolejeimea  subacuta  Stephani. 

Fig.     i.  Part  of  female  stem  with  two  inflorescences,  postical  view,  X  4°- 

2.  Part  of  stem  with  branch,  postical  view,  X  4°- 

3.  Propaguliferous  branch  with  one  propagulum  about  to  be  separated 
postical  view,  X  4°- 

4.  Cells  from  middle  of  lobe,  the  middle  cell  an  ocellus,  X  3°°- 

5.  Apex  of  lobule,  X  225. 

6.  7.     Underleaves,  X  225. 

8.  Bracts  and  bracteole  with  subfloral  leaf  and  underleaf,  X  40- 

9.  Bracts  and  bracteole  from  another  involucre,  X  4°- 

The  figures  were  all  drawn  from  the  type  specimen. 

D repanolej eunea  tenuis  (Reinw.  Bl.  &  Nees)  Schiffn. 

Fig.  10.  Part  of  female  plant  with  perianth,  postical  view,  X  4°- 

11,  12.     Parts  of  stems,  antical  view,  X  4°- 

13.  Cells  from  middle  of  lobe,  X  3°°- 

14.  Cells  from  antical  margin  of  lobe,  X  225- 

15.  Apex  of  lobe,  X  22S- 

16.  Apex  of  lobule,  X  225. 

17.  18.     Underleaves,  X  225- 

19.  Bracts  with  connate  bracteole,  X  40. 

Figs.  11  and   12  were  drawn  from  specimens  collected  by  Tevsmann  in  Java 
and  determined  by  Gottsche ;  the  others  from  Okamura's  Japanese  specimens. 

(164) 


Proc  Wash.  Acad  Sci.,  Vol  viii. 


Plate  vii 


FIGS.  1-9.     LEPTOLEJEUNEA  SUBACUTA  STEPHANI. 

FIGS.  10-19.     DREPANOLEJEUNEA  TENUIS  (REINW.  Bl.  &  NEES)  SCHIFFN. 


EXPLANATION   OF   PLATE  VIII. 

Uarpalejeunca  i?iter?nedia  Evans. 
Figs.    1,2.     Parts  of  female  plants,  each  with  an  inflorescence,  postical  view 
X40. 

3.  Part  of  stem,  antical  view,  X  4°- 

4.  Cells  from  middle  of  lobe,  X  3°°- 

5.  Cells  from  antical  margin  of  lobe,  X  225- 

6.  Apex  of  lobule,  X  225. 

7.  Underleaf,  X  225. 

8.  9.     Apices  of  underleaf-divisions,  X  225- 

10.  Bract  with  connate  bracteole,  X  4°- 

11.  Other  bract  from  same  involucre,  X  4°- 

The  figures  were  all  drawn  from  the  type  specimen. 

Frtdlania  denslloba  Stephani. 

Fig.  12.  Part  of  female  plant  with  perianth,  postical  view,  X  4°- 

13.  Part  of  stem  with  bases  of  2  branches,  postical  view,  X  4°- 

14.  Part  of  stem  with  base  of  branch,  antical  view,  X  4°- 

15.  Branch  with  limited  growth  and  crowded  lobules,  postical  view,  X  40. 

16.  Cells  from  middle  of  lobe,  including  one  ocellus  and  part  of  another, 

X3°°- 

17.  Stylus  of  stem-leaf,  X  225. 

iS.  Apex  of  one  division  from  a  stem-underleaf,  X  225- 

19.  Branch-underleaf,  X225. 

20-22.     Innermost  bracts  and  bracteole  from  a  single  involucre,  X  4°- 

Figs.  12,  20,  21  and  22  were  drawn  from  the  type  specimen  ;  the  others  from 
Okamura's  specimens. 

(166) 


Proc.  Wash.  Acad  Sci.,  Vol.  VIII. 


Plate  VIII. 


FIGS.   1-11.      HARPALEJEUNEA  INTERMEDIA   EVANS. 
FIGS.   12-22.    FRULLANIA  DENSILOBA    STEPHANI. 


PROCEEDINGS 

OF  THE 

WASHINGTON  ACADEMY  OF  SCIENCES 

Vol.  VIII,  pp.  167-196.  December  18,  1906. 


A  STUDY  OF  RHUS   GLABRA. 
By  Edward  L.  Greene. 

INTRODUCTION. 

The  genus  Rhus  as  Tournefort  restricted  it  two  centuries  ago, 
and  as  many  another  systematist  since  his  day  has  held  it,  is 
clearly  marked  and  easily  denned.  As  to  habit  —  that  foremost 
indication  of  a  good  plant  genus  —  this  generic  type  stands  well 
aloof  from  all  its  allies  ;  even  distinctly  apart  from  each  and 
every  one  of  those  kindred  generic  groups  which,  like  Cottnus, 
Toxicodendron,  Metofiium,  Lobadium,  Rhoeidium,  and  Styftho- 
nia,  in  another  than  the  Tournefortian  school  of  taxonomy,  have 
been  thought  of  as  preferably  constituting  mere  subgenera  of 
RInts.  But  not  a  species  in  any  of  those  other  genera  named 
makes  the  least  approach  to  typical  Rhus  in  habit.  Every  species 
and  variety  of  this  appears  as  a  shrub  or  tree  with  few  stout  stag- 
horn-like  branches,  each  clothed  heavily  near  its  summit  with 
odd-pinnate  leaves,  these  usually  large  and  of  many  leaflets. 
In  our  silva  the  only  tree  which  in  aspect  recalls  the  sumachs  is 
that  naturalized  alien,  the  Ailanthus,  a  genus  01  no  near  affinity 
to  Rhus.  But  between  the  last  and  its  near  relative  Schmaltzia 
there  is  no  habital  resemblance.  In  this  regard  they  are  quite 
as  unlike  as  are  currant  bushes  and  elder  trees  ;  and,  as  for 
Toxicodendron,  its  habit  is  as  remote  from  that  of  Rhus  as  the 
habit  of  a  grape  vine  or  English  ivy  is  remote  from  that  of  wal- 
nut trees. 

Over  and  above  its  marked  habit,  the  characters  by  which  this 
Rhus  of  Tournefort  establishes  itself  as  a  model  genus  are,  the 
Proc.  Wash.  Acad.  Sci.,  December,  1906.  167 


l68  GREENE 

terminal  origin  of  its  inflorescence,  the  firmness  and  compactness 
of  that  inflorescence,  concurring  with  small  red  velvety  or  plushy 
drupelets  for  fruits. 

Of  the  genus,  in  this  which  seems  to  me  the  most  reasonable 
and  natural  acceptation  of  it,  there  exist  in  North  America,  ac- 
cording to  classic  standards,  four  species,  —  Rhus  glabra, 
typhina,  ptimila  and  copallina} 

To  the  last  of  these  there  is  attributed  a  geographic  range 
somewhat  incredible  for  that  of  any  one  species  of  shrub  of  what- 
ever genus  ;  almost  incredible,  I  say,  to  any  experienced  student 
of  climatology  as  affecting  plant  life  and  the  distribution  of  spe- 
cies. But  according  to  the  books  Rhus  copallina  occurs  as  one 
and  specifically  the  same  in  several  widely  sundered  and  very 
different  floral  regions.  It  is  said  to  be  common  in  the  hard  soil 
and  severe  climate  of  New  England,  and  as  much  at  home  in  the 
subtropic  lowlands  of  Florida,  twelve  hundred  miles  southwest- 
ward  ;  even  running  away  to  the  arid  cactiferous  hills  of  further 
Texas  that  lie  westward  from  Florida  another  thousand  miles ; 
and  yet  again,  in  a  region  so  extremely  different  from  either  of 
these  as  that  of  the  Great  Lakes  in  Minnesota  and  Wisconsin, 
the  same  Rhus  copallinay  it  is  said,  recurs. 

An  European  celebrity  more  than  twenty  years  ago,  without 
field  knowledge  of  the  shrubs,  and  with  no  experience  in  prob- 
lems of  North  American  phytogeography,  but  using  the  imper- 
fect light  of  European  herbarium  material  only,  made  out  and 
named  a  half  dozen  varieties  and  subvarieties  of  our  Rhus  copal- 
Una;"1  all  which  work  is  ignored  or  suppressed  by  later  Ameri- 
can compilers  of  books  ;  to  whom  the  following  out  of  the  vivid 
suggestions  of  Engler  would  entail  the  expenditure  of  much  time 
and  energy,  whereas  suppression  is  of  all  things  the  most  easily 
done. 

Rhus  copallina  is  one  of  many  hundreds  of  North  American 
phytologic  problems  awaiting  investigation  and  solution. 

Another  of  our  four  species,  namely  Rims  pumila,  stands  in 
most  marked  contrast  to  the  preceding  in  point  of  geographic 

LTorrey  &  Gray,  Flora  of  North  America  i  :  217.    Gray,  Synoptical  Flora  1  : 

384- 

2  Engler,  in  DC.  Monographic  Phanerogamarum,  4:  3S3. 


A    STUDY    OF    RHUS    GLABRA  169 

distribution.      It  is  almost  local,  occurring  nowhere  but  in  lower 
and  middle  districts  of  the  Carolinas  and  Georgia. 

Rhus  lyphiua,  the  largest  and  most  tree-like  of  our  species, 
ranges  widely,  at  least  when  compared  with  R.  pumila.  It  is  cata- 
logued for  all  the  states  from  Maine  to  Georgia  and  Mississippi, 
thence  northward  to  Minnesota  and  the  Dakotas,  but  is  every- 
where less  common  than  R.  glabra,  and  more  particular  than 
either  that  or  R.  cofalliiia  as  to  its  environment.  Everywhere 
southward  it  is  of  the  mountains  or  the  hill  country  only,  never 
coming  down  to  the  lowlands  or  to  the  seaboard.  Neither  at 
the  northwest  does  it  come  out  from  its  woodland  habitat  to 
adorn  the  copses  bordering  the  prairies  where  a  subspecific  ally  of 
R.  glabra  is  so  much  in  evidence.  It  seems  to  have  little 
adaptability  to  varying  conditions  other  than  those  of  heat  and 
cold  ;  though  in  this  regard  its  adaptability  is  very  marked. 
The  climate  of  Minnesota  and  the  Dakotas,  and  that  of  Georgia 
and  Mississippi  are  extremely  unlike  as  to  temperature.  Yet 
between  the  Julius  typhina  of  the  most  northerly  locality  and 
that  of  the  stations  farthest  southward,  one  does  not  discover 
notable  differences  other  than  those  of  the  size  of  the  shrub  and 
the  number  of  the  leaflets.  In  other  respects  they  seem  to  be 
much  the  same  ;  so  that  the  type  is  apparently  one  of  a  singular 
degree  of  stability  under  somewhat  varying  conditions. 

Concerning  R/ius  glabra,  the  type  species  of  the  genus  as  to 
North  America,  one  may  note  first  of  all  its  nearly  universal  dis- 
tribution. In  this  regard  it  is  most  unlike  any  of  its  congeners 
here.  From  beyond  the  river  St.  Lawrence  northward,  down, 
to  the  very  shores  of  the  Gulf  of  Mexico,  its  range  is  across  the 
continent.  Within  these  parallels,  into  every  floral  region  be- 
tween the  oceans,  however  different  —  excepting  only  that  of 
California  —  there  enters  that  which,  according  to  the  books 
and  lists  of  plants,  is  Rhus  glabra. 

There  is  no  one  species  of  tree  or  shrub  of  any  continent 
that  really  holds  the  geographic  range  which  the  books  and  lists 
ascribe  to  Rhus  glabra.  By  all  the  analogies  of  things  there 
ought  to  be  several  marked  species  or  subspecies  of  this  type  in 
the  southern  Appalachian  region  between  Maryland  and  Ten- 
nessee and  Georgia  ;   another  and  an  equally  distinguishable  set 


iyo 


GREENE 


between  northern  New  England  and  the  headwaters  of  the 
Mississippi  beyond  Lake  Superior  ;  another  species  or  two  pecu- 
liar to  that  vast  empire  of  the  Middle  West,  the  prairie  country  ; 
as  many  more  in  that  different  and  equally  extensive  stretch  of 
country  lying  between  southern  Missouri  and  the  shores  of  the 
Gulf  of  Mexico.  Then,  since  there  is  a  Rhus  glabra  all  up  and 
down  the  two  thousand  miles'  length  of  the  Rocky  Mountain 
region,  this  ought  to  be  thoroughly  distinct  by  plenty  of  charac- 
teristics, and  to  resolve  itself  naturally  into  a  number  of  varieties 
or  subspecies.  Just  the  same  should  be  looked  for  in  the  shrub 
accredited  to  another  empire,  that  of  the  Pacific  slope  northward 
lying  between  the  sources  of  the  Columbia  and  Puget  Sound; 
while  the  scores  of  isolated  mountain  ranges  rising  up  out  of  the 
deserts  of  Nevada,  Utah,  Arizona  and  New  Mexico  —  for  the 
type  in  question  is  there  also  —  should  furnish  another  and  pre- 
sumably the  most  marked  group  of  Rhus  glabra  segregates. 

Our  herbaria  cannot  to-day  be  supposed  to  be  well  supplied 
with  specimens  representing  this  type.  No  author  has  investi- 
gated it,  and  no  special  call  has  been  made  for  the  collecting  of 
these  shrubs  from  different  regions.  Nevertheless,  the  mass  of 
material  that  has  been  before  me  during  some  months  past  is 
amply  sufficient  to  enable  the  investigator  to  point  out  characters 
by  which  a  number  of  species  may  be,  and  reasonably  must  be, 
given  recognition ;  characters  of  foliage  in  abundance,  and 
characters  of  the  fruiting  panicle  and  the  fruit  itself. 

Perhaps  more  trying  than  the  task  of  examining  and  com- 
paring specimens  to  find  out  specific  characters,  is  the  great 
amount  of  bibliographic  work  that  is  necessary  in  order  to 
determine  which  one  of  the  several  eastern  species  ought  to 
bear  the  name  Rhus  glabra;  for  even  this,  as  indicated  — 
though  never  described  —  by  Linnaeus  was  an  aggregate.  In 
the  botanic  gardens  of  Europe  several  species  had  been  long  in 
cultivation,  had  been  recognized  as  species  and  even  described 
as  such,  when  Linnaeus  in  the  middle  of  the  eighteenth  century 
came  along,  and,  bundling  all  the  glabrous  kinds  together,  named 
not  any  one  of  them,  but  the  whole  bundle  of  species,  Rhus 
glabra. 

If  Linnaeus  is  to  be  credited  with  some  one  particular  Rhus 


A    STUDY    OF    RHUS    GLABRA  1 7 1 

glabra  that  we  must  if  possible  segregate  from  the  bundle  of 
species  which  bundle  he  so  named,  our  task  is  one  demanding 
the  very  best  skill  of  both  the  taxonomist  and  the  historian. 

EARLY    HISTORY. 

Prior  to  the  discovery  of  America  the  Rhus  of  all  botany  was 
a  monotypic  genus.  It  began  and  ended  with  Rhus  carta)/ a, 
also  by  some  authors  called  Rhus  obsoiu'oruui,  a  shrub  of  the 
Mediterranean  region,  well  known  in  the  useful  arts  from  im- 
memorial ages. 

No  second  species  of  Rhus  was  known  until  as  late  as  the  year 
1620,  when  Caspar  Bauhin,  publishing  an  illustrated  quarto 
containing  names  and  descriptions  of  more  than  600  new  plants 
from  various  parts  of  the  world,  brought  to  the  notice  of  bot- 
anists what  he  chose  to  name  Sumach  angustifolium}  This 
was  known  to  have  come  from  the  New  World,  though  in  an 
herbarium  specimen  only.  Historically  this  is  the  earliest  and 
oldest  element  entering  to  the  confused  R.  glabra  Linn.  Bauhin 
himself  in  the  year  1620  showed  a  preference  for  the  Arabic 
name  Sumach,  the  exact  equivalent  of  the  Greek  and  Latin 
Rhus  ;  but  in  his  more  comprehensive  work  of  three  years  later, 
the  Pinax,  as  if  having  decided  to  use  the  Greek  and  Latin 
rather  than  the  Arabic  name  of  the  genus,  he  adopts  Rhus, 
renaming  his  new  American  species,  Rhus  augustifolia? 

At  the  time  of  its  publication  in  1620,  and  long  afterwards, 
the  material  on  which  it  was  founded  was  believed  to  have  been 
derived  from  some  island  off  the  coast  of  Brazil ;  but  a  century 
later,  no  further  specimens  of  it  having  been  received  from  any 
part  of  South  America,  and  because  of  its  now  having  come 
to  be  known  as  certainly  North  American,  the  idea  of  its  being 
indigenous  to  Brazil  was  abandoned. 

In  so  far  as  I  have  been  able  to  examine  early  records,  the 
next  mention  of  any  American  Rhus  is  in  Banister's  Catalogue 
of  Virginian  Plants,  published  in  the  year  1688.  That  this  was 
some  member  of  the  group  of  R.  glabra  we  are  assured  by  his 
note  that  the  branches  are  glabrous.     The  one  with  soft  hairy 

1  Prodromus  Theatri  Botanici,  p.  15S. 
2Pinax  Theatri  Botanici,  p.  414. 


172 


GREENE 


branches,  R.  tyfihina,  was  by  this  time  well  known  by  Bauhin's 
description  of  it,  and  had  perhaps  already  appeared  in  some 
gardens  in  Europe.  In  1726  both  the  hairy  and  the  smooth 
sumachs  were  to  be  found  in  some  London  gardens  and  parks, 
and  in  1732  Dillenius  published  a  folio  plate  and  a  full  descrip- 
tion of  what  must  apparently  stand  for  the  R.  glabra  Linn, 
of  1753- 

CHARACTERS    FOR    SEGREGATE    SPECIES. 

Linnaeus'  statement  of  the  characters  of  Rhus  glab?'a  reads 
thus  :  "  Leaflets  pinnately  arranged,  lanceolate,  serrate,  glabrous 
on  both  faces."  This  is  the  same  as  no  description  at  all.  If  one 
assume  said  compound  leaf  to  be  odd-pinnate  rather  than  equally 
pinnate,  one  does  so  without  any  warrant  in  any  word  that 
author  said  about  either  the  species  or  the  genus.  Equally 
without  warrant  will  be  any  assumption  that  the  leaf  is  of  7 
leaflets,  or  that  it  is  of  17,  or  of  27.  Linnaeus  gives  no  hint  of 
its  character  in  these  most  significant  particulars.  One  will  also 
reasonably  infer  that  the  leaflets  are  not  notably  pointed  at  the 
upper  end  ;  and  whether  at  base  they  be  stalked  or  sessile  you 
have  no  means  of  judging.  It  must  also  be  assumed  that  there 
is  no  distinction  of  coloring  noticeable  respecting  the  two  faces  of 
the  leaf;  also  whether  of  a  dark-green,  or  of  a  bright-green, 
or  of  a  glaucous  or  blue-green,  one  is  not  informed.  Such  a 
description  as  Linnaeus  gives  of  Rhus  glabra  might  easily  apply 
to  each  one  of  five  species,  or  of  fifty,  or  of  five  hundred  species 
in  a  genus.     It  is  therefore  worthless  for  diagnostic  purposes. 

Coming  down  from  the  middle  of  the  eighteenth  century  to 
near  the  close  of  the  nineteenth,  we  shall  find  that  in  American 
books  of  American  botany  the  Linnaean  diagnosis  of  R.  glabra 
has  met  with  a  little  amendment.  That  in  Gray's  Manual  in 
1890  reads  thus  :  "  Smooth,  somewhat  glaucous  ;  leaflets  11-31, 
whitened  beneath,  lanceolate-oblong,  pointed,  serrate."  The 
expression,  "  whitened  beneath,"  is  one  that  helps  us  to  fix  on 
certain  shrubs,  mostly  southern,  as  representing  this  author's  R. 
glabra;  but  in  New  England  there  are  at  least  two  different 
sumacs  which  this  phrase  completely  excludes  ;  one  of  them, 
inhabiting  Massachusetts,  shows  not  even  a  trace  of  bloom  on 
the  lower  face.     Both  of  these,  and  with  them  several   more 


A    STUDY    OF    RHUS    GLABRA  1 73 

species  of  the   east  and  south,  are  excluded  as  having  hardly 
half  of  the  "  11-31  "  leaflets. 

In  Britton's  Manual  of  1901  is  that  of  Gray  somewhat  ampli- 
fied and  therefore  less  safe.  Here  Gray's  evasive  term, 
"  pointed,"  gives  place  to  the  more  definitive  word  "  acumi- 
nate," but  this  excludes  yet  another  set  of  forms  in  which  no 
leaves  are  acuminate.  Moreover,  leaves  and  leaflets  have  dif- 
ferent ways  of  being  acuminate,  in  so  much  that,  in  order  to  be 
able  to  really  describe  the  apex  of  the  leaflet  in  each  segregate 
of  R.  glabra,  I  find  it  necessary  to  use  such  truly  definitive 
terms  as  subulate-acuminate,  cuspidate-acuminate,  and  such 
phrases  as  slenderly  acuminate  and  caudately  acuminate.  But 
more  unfortunate  still  is  the  Britton's  Manual  description  of  the 
leaves  as  being  dark-green  above.  That  indeed  applies  to  what 
I  take  for  real  R.  glabra,  and  to  several  of  its  Atlantic  slope 
allies  ;  but  it  holds  good  in  not  one  of  those  far-southwestern 
species  of  New  Mexico,  Arizona  and  Utah,  which  said  Manual 
goes  far  out  of  its  way  to  speak  of  as  forming  a  part  of  R. 
glabra.  Even  in  the  middle  west  and  far-northwestern  districts 
not  a  tithe  of  the  definable  species  can  be  said  to  have  leaves  of 
other  than  a  dull  lightish  green. 

Finally,  the  authors  of  none  of  the  books  knew  anything  of 
the  differences  of  fertile  inflorescences  in  this  aggregate.  That 
these  in  the  fruiting  and  mature  state  are  narrowly  oblong  in 
a  few,  oblong-fusiform  in  many,  and  almost  or  quite  exactly 
pyramidal  in  many  more,  a  discovery  the  importance  of  which 
will  not  be  disputed,  is  a  fact  which  is  herein  first  brought  to 
notice. 

It  is  my  belief  that  even  the  flowers  in  some  species  will  be 
found  to  present  characters  available  for  the  further  establish- 
ment of  species  here.  Both  calyx  and  corolla  are  far  from 
being  the  same  in  all ;  but  I  have  declined  to  make  any  use  of 
these  for  the  reason  that  in  the  herbaria  exist  such  multitudes  of 
specimens  that  are  in  flower  only,  and  of  which  the  fruiting 
panicles  are  yet  unknown. 

In  true  Rhus  glabra,  and  also  in  by  far  the  greater  propor- 
tion of  the  segregates  herein  proposed,  both  branches  and  foliage 
are  wholly  glabrous.     In  the  diagnoses  I  permit  this  to  be  taken 


1 74  GREENE 

for  granted,  never  mentioning  such  a  matter  except  in  the  cases 
of  those  two  or  three  of  the  new  species  in  which  there  occurs  a 
trace  of  pubescence. 

Key  to  the  Species. 

*  Leaves   deep  or  dark  green  above  (except   in  Xo.  9),  usually 
white  with  bloom  beneath, 
f  Panicles  of  fruit  oblong,  or  oblong-fusiform. 
Leaflets  very  many,  17—21  or  more,  and  large. 

Leaflets  oblong-lanceolate,  obtuse  at  base  and  subsessile,  at  apex 

abruptly  pointed 1.   R.  glabra. 

Leaflets  oblong-lanceolate,  sessile,  slenderly  long-pointed. 

2.   R.  oreophila. 
Leaflets    linear-lanceolate,    sessile    and    auricled    at    base,    at    apex 

caudate-acuminate.  3.   R.  auriculata. 

Leaflets  less  numerous,  commonly  13-17. 

Leaflets  lance-oblong,  tapering  abruptlv  at  base  and  less  abruptlv  at 

apex 4 .   R.  tthacensis. 

Leaflets  oval  to  oblong-lanceolate,  merely  acute  at  apex. 

5.   R.  ashei. 
tt  Fruiting  panicles  broadest  near  the  base  and  pyramidal. 
Leaflets  rather  few  (except  in  Nos.  6  and  S). 

Leaflets  17-21,  sessile,  oblong-lanceolate,  acuminate. 

6.   R.  pyramidata. 
Leaflets  very  large,  but   only   13-17,  subsessile,   acute   rather  than 

acuminate 7.   R.  caroliniana. 

Leaflets  19-23,  narrowly  oblong-lanceolate,  obtuse  at  base,  the  apex 

subulate-linear S .   R .  atrovirens . 

Leaflets  13-17  and  small,  oblong-lanceolate,  coarsely  serrate,  slend- 
erly acuminate 9.   R.  ptdchella. 

Leaflets  only  11-15,  notably  thin,  attenuate-acute. 

10.    R.  ladoviciaiia . 
Leaflets  11— 13,  small  but  firm,  subpetiolulate,  abruptly  but  sharply 

acuminate.. 11.  R.  arbuscula. 

Leaflets  13-15,  large,  petiolulate,  subfalcate,  sharply  acuminate. 

12.   R.  petiolata. 
Leaflets  13-17,  oblong-lanceolate,  subpetiolulate,  triangular-subulate 

at  apex 13.  R.  valida. 

Leaflets  13-15,  sessile  by  a  rounded  base,  the  apex  short,  slenderly 

attenuate 14.   R.    longula. 

Leaflets    only    11-13   and    small,   sessile,   subulate-acuminate,    their 
rachis  pubescent 1^.   R.  sandbergii. 


A    STUDY    OF    RHUS    GLABRA  1 75 

*  *  Leaves  ample  (except  in  No.  25),  of  a  lighter  green  above, 

less  glaucous  beneath.       Panicles   in  almost  all    pyramidal. 
All  the  species  far  western  and  northwestern. 
Leaflets  13-17,  subsessile,  sparsely  pilose,  subulate-acuminate. 

16.   J\ .  borealis. 
Leaflets  1 1— 1 3. 

Large,  sessile,  subfalcate-oblong,  abruptly  broad-pointed. 

17.    R.  media . 

Oblong,  subsessile,  abruptly  acuminate  iS.  R .  cismontana. 

Large,  acutish  at   base  and  subpetiolulate,  abruptly  short-pointed. 

19.  R.  sambucina. 
Leaflets  13-17- 

Shining  above,  sessile  by  an  obtuse  base,  cuspidately  acute. 

20.  R.  miens. 
Checkered  light  and  dark  green  above,  subsessile,  cuspidatelv  acu- 
minate    21.   R.  tcsscllata . 

Leaflets  9-15,  oblong-lanceolate,  sessile,  acuminate. 

22.   R.  macrotkyrsa. 
Leaflets  17-19,  oblong-linear,  sessile,  acutish  at  base,  long-acuminate. 

23.  R.  arguta. 
Leaflets  13-17,  oblong,  sessile,  obtuse  at  base,  the  apex   merely  acute. 

24.  R.  aprica. 
Leaflets  11-13,  narrowly  lanceolate,  sessile,  acuminate. 

25.  R.  occidentalis . 

*  *  *  Leaves  smaller,  of  fewer  leaflets,  altogether  pale,  very  glau- 

cous beneath.     Panicles  small,  less  definitely  pyramidal. 
All  of  arid  southwestern  regions  (But  Xo.  9.   A'.  pnl- 
chclla,  of  the  southern  Appalachian  mountains  is  naturally 
of  this  group). 
Leaflets  1 1-15. 

Sessile,  oblong-lanceolate,  short-acuminate 26.   R.  albida. 

Petiolulate,  subfalcate-lanceolate,  slenderly  acuminate. 

27.   R.  elegant  id  a. 

Leaflets  9—1 1 ,  sessile,  oval  to  oblong-lanceolate 2S.   R.  sorbifolia. 

Leaflets  7-9,  subsessile,  lanceolate,  slenderly  acuminate  deeply  incise- 
serfate 29.   R.  asplenifolia. 

1.   RHUS    GLABRA    Linnaeus. 
Rhus  rami's   ex  stipitc  -pullulantibus  giabn's,  Banist.  Catal.  in 

Ray,  Hist.  2  :   p.  1928.      1688. 
Rhus     Virginicum    panicula    sparsa,    rami's    patulis    glahris, 

Dillen.,  Hort.  Elth.  p.  323,  t.  314.      1732. 


176 


GREENE 


Rhus  glabra  Linn.  Sp.  PL,  p.  265.      1753,  in  part,  excluding 

both  the  shrub  of  C.  Bauhin  and  that  of  Catesby. 
Rhus  glabrum,  Mill.  Diet.      1768? 

Shrub  commonly  2-3  m.  high,  with  very  few  and  stout  diver- 
gent branches:  leaves  mostly  5-7  dm.  long,  the  rachis  and 
petiole  very  stout,  the  latter  1-1.5  dm.  long;  leaflets  about 
17-21,  not  crowded,  very  large,  8-13  cm.  long,  3-3.5  cm.  wide, 
oblong-lanceolate,  subsessile,  abruptly  and  not  slenderly  acumi- 
nate, evenly  serrate,  the  serratures  12  or  13  on  a  side,  texture 
in  maturity  rather  firm  but  not  subcoriaceous,  upper  face  deep 
green  and  smooth,  lower  face  glaucous  but  not  excessively  so : 
staminate  panicle  very  large,  often  3  dm.  high,  pyramidal, 
almost  2  dm.  wide  at  base  in  the  largest,  the  pistillate,  when  in 
flower  nearly  as  long  but  fusiform,  less  than  1  dm.  wide  up  and 
down  the  middle  part,  in  fruit  oblong-fusiform,  6-10  cm.  wide 
below  the  middle  ;   drupelets  very  many,  round-ovate. 

This  is  the  common  and  apparently  the  only  glabrous  Rhus 
of  the  Potomac  Valley  in  southern  Maryland  and  eastern  Vir- 
ginia, ranging  eastward  and  northward  through  southern 
Pennsylvania,  to  Delaware,  New  Jersey,  and  to  Connecticut,  if 
I  refer  here  a  flowering  specimen  in  the  National  Herbarium 
from  Green's  Farms,  1894,  by  C.  L.  Pollard.  The  type  from 
which  the  above  description  is  drawn  is  the  shrub  as  it  grows  in 
the  District  of  Columbia,  and  up  and  down  the  Potomac  above 
Georgetown. 

The  choice  between  this  and  the  next  for  something  to  bear 
the  name  R.  glabra  Linn,  is  made  rather  arbitrarily,  perhaps ; 
for  either  one  may  have  been  that  grown  in  the  Eltham  garden 
and  figured  by  Dillenius.  The  two  are  distinct  by  their  fruiting 
panicles,  and  the  fruit  of  the  Dillenian  type  was  unknown, 
because  only  the  staminate  shrub  was  raised  from  the  seed  by 
which  it  was  introduced  into  Europe.  As  to  the  size  of  the 
leaves  and  leaflets,  however,  the  present  species  alone  answers 
to  the  account  given  by  Dillenius  ;  hence  the  probability  in  favor 
of  this  as  identical  with  his. 

Since  Linnaeus  himself  did  not  describe  the  species ;  and 
since  the  one  only  synonym,  quoted  by  him  which  carries  with 
it  a  description  is  that  of  Dillenius,  the  name  R.  glabra  must  be 


A    STUDY    OF    RHUS    GLABRA  1 77 

applied  here  unless  it  be  left  to  fall  into  synonymy  altogether. 
Philip  Miller,  as  a  contemporary  of  Dillenius  and  Linnaeus, 
and  as  a  cultivator  of  these  shrubs,  might  have  been  expected 
to  identify  correctly  the  A',  glabra  of  Linnaeus  when  he  adopted 
the  name  ;  yet  to  what  he  so  named  in  his  Dictionary,  the  name 
glabra  does  not  really  apply,  for  he  describes  its  branches  as 
downy,  thus  awakening  a  doubt  as  to  whether  his  R.  glabra  was 
not  some  possible  segregate  of  Rhus  typJiina. 

2.    RHUS    OREOPHILA,  sp.  nov. 

Shrub  2-3  m.  high  :  leaves  3-4  dm.  long,  the  petiole  6-8  cm. 
long  :  leaflets  19-27,  closely  approximate,  not  of  the  largest, 
7—9  cm.  long,  2.5  cm.  wide,  narrowly  oblong-lanceolate,  sessile, 
rather  slenderly  acuminate,  lightly  and  almost  obsoletely  ser- 
rate, the  serratures  10-12  on  each  side,  texture  firm,  almost 
subcoriaceous,  lower  face  whitish  with  a  dense  bloom,  upper 
face  by  no  means  deep  or  dark  green,  of  a  rugulose-roughened 
rather  than  smooth  surface  :  fruiting  panicle  large  and  much 
elongated,  oblong-fusiform,  18-28  cm.  long,  only  about  5  cm. 
wide,  very  compact,  the  drupelets  subglobose,  nearly  5  mm.  in 
diameter. 

Mountain  districts  of  Maryland,  Virginia,  the  Carolinas  and 
eastern  Tennessee  ;  not  in  the  lower  hill  country  of  the  Potomac 
Valley  outside  the  mountains,  nor  at  all  northward.  The  type 
specimen  in  the  National  Herbarium  is  on  sheet  No.  327800, 
from  Chapel  Hill,  North  Carolina,  by  W.  W.  Ashe,  no  date  of 
collecting  given,  nor  any  specific  locality.  Two  sheets  from 
the  Biltmore  Herbarium,  the  material  gathered  at  different  dates 
in  1896  and  1897,  without  indication  of  either  the  collector  or 
special  station,  except  the  name  Biltmore,  represent  the  species 
beautifully.  So  does  another,  from  the  mountains  of  Cocke 
County,  Tenn.,  by  Mr.  Thos.  H.  Kearney,  September  14,  1897. 
Yet  another  U.  S.  Herbarium  specimen,  in  good  foliage  but 
young  fruit,  is  from  near  Luray,  Va.,  by  Mr.  and  Mrs.  Steele, 
August  30,  1 901. 

The  species  is  in  contrast  with  R.  glabra  by  smaller  leaflets, 
with  denser  bloom  beneath,  and  a  longer,  narrower  thyrsus  of 
larger  and  more  closely  compacted  drupelets. 


I78  GREENE 

It  may  not  perhaps  be  determinable  to  a  certainty  that  the 
preceding  rather  than  this,  was  grown  in  London,  and  formed 
the  type  of  Dillenius'  figure  of  leaves  and  staminate  panicle. 
But  Banister's  field,  and  probably  that  of  Catesby  also,  by  both 
of  whom  seeds  were  sent  to  England,  was  the  lower  country, 
where  only  what  I  have  here  called  Rhus  glabra  is  found. 

3.    RHUS   AURICULATA,  sp.  nov. 

More  slender  than  R.  glabra,  all  the  parts  somewhat  smaller, 
the  fruiting  panicles  especially  only  about  one-third  as  large  : 
leaves  2.5-3.5  dm.  long;  leaflets  about  19,  approximate,  often 
alternate,  7-10  cm.  long,  never  more  than  2  cm.  in  width,  often 
less,  of  linear-lanceolate  outline,  the  apex  caudately  long-atten- 
uate, the  sessile  base  showing  definite  though  small  auricles, 
the  serratures  light  but  rather  close,  14-18  on  a  side,  texture 
subcoriaceous,  the  upper  face  light  green,  transversely  rugose, 
the  somewhat  sunken  veins  correspondingly  prominent  on  the 
very  glaucous  lower  face  ;  fruiting  panicles  oblong  or  slightly 
verging  toward  the  pyramidal,  10-13  cm'  high  5  drupelets  com- 
paratively few,  large. 

A  remote  southwestern  ally  of  R.  glabra,  with  very  definite 
specific  marks.  It  is  known  to  me  only  as  collected  by  Mr.  C. 
L.  Pollard,  August  11  to  12,  1896,  the  special  locality,  Agri- 
cultural College,  Oktibbeha  County,  Mississippi.  The  type 
specimen  occupies  sheet  271931  of  the  National  Herbarium. 
There  is  a  duplicate  in  Herbarium  Field  Museum  which  I  have 
seen.  Mr.  Pollard's  distribution  number  1261  is  on  these  two 
of  his  labels  that  I  have  seen. 

The  species  must  quite  surpass  R.  glabra  in  beauty.  Its 
narrow  slender-pointed  leaflets  seem  to  droop  from  the  rachis 
rather  than  to  spread  away  from  it  horizontally.  This,  how- 
ever, is  characteristic  of  several  other  allies  of  R.  glabra  belong- 
ing to  regions  lying  westward. 

4.    RHUS  ITHACENSIS,  sp.  nov. 

All  the  parts  smaller  and  more  slender  than  in  R.  glabra,  the 
branches    not    glaucous,   seldom    glaucescent :    leaflets    13-17, 


A    STUDY    OF    RHUS    GLABRA  1 79 

sessile  by  an  abruptly  acutisb  base,  6-7  cm.  long,  saliently 
serrate,  tbe  serratures  13-15  on  a  side,  upper  face  dull  deep 
green,  lower  glaucous  but  less  so  than  in  R.  glabra,  the  texture 
thinner:  fruiting  panicle  small  comparatively,  long-peduncled, 
12-18  cm.  long,  oblong  fusiform,  not  very  compact,  its  branches 
thinly  tomentellous ;  drupelets  below  medium  size,  notably 
smaller  than  in  R.  glabra. 

Seems  to  take  the  place  of  R.  glabra  everywhere  to  the  west- 
ward of  the  Alleghenies  in  western  Pennsylvania  and  New 
York,  and  in  northern  Ohio.  The  station  for  the  type  is  near 
Ithaca,  New  York,  as  the  name  might  indicate  ;  the  type  speci- 
men is  on  sheet  No.  225037  U.  S.  National  Herbarium  ;  was 
collected  at  Fall  Creek,  September,  1893,  by  K.  M.  Wiegand. 
Sheet  292227  is  the  same  from  Westmoreland  County,  Penn- 
sylvania, 1878,  by  P.  E.  Pierron,  consisting  of  uppermost  leaves 
and  a  panicle  each  of  staminate  and  pistillate  flowers.  It  is 
also  in  U.  S.  Herbarium  in  flower  only,  from  Elyria,  Lorain 
County,  northern  Ohio,  as  collected  in  flower  only  by  A.  E. 
Ricksecker,  August  1,  1894. 

Excellent  specimens,  true  to  the  type,  are  in  the  Herbarium 
of  the  Geological  Survey  of  Canada  as  follows  :  sheet  34165 
from  Sandwich,  Ontario,  by  John  Macoun,  July,  1901  ;  also 
another  from  Bellville,  Ontario,  by  the  same  as  early  as  1867, 
this  in  male  flower  only. 

All  the  so-called  Rhus  glabra  from  the  geographic  region  so 
indicated,  differs  from  the  southern  R.  glabra  and  the  New 
England  R.  -pyramidata  in  points  quite  sufficient  to  establish  it 
in  the  rank  of  at  least  a  strong  subspecies. 

5.    RHUS  ASHEI  (Small). 

Rhus  Caroliniana  Ashe,  Bot.  Gaz.  20:  548,  1895,  not  of  Mil- 
ler, Diet.  1768. 
Schmaltzia  Ashei  Small,  Fl.  729. 

Shrub  erect  but  low,  only  3-5  dm.  high  ;  leaflets  13-17,  oval 
to  oblong  lanceolate,  5-7  cm.  long,  acute,  not  acuminate,  sessile, 
rather  coarsely  subserrate-dentate,  the  teeth  about  10  on  each 
side,  pale  beneath  but  not  glaucous  :  panicle  of  ovoid  outline, 
large  for  the  plant,  10-15  cm-  l°ng- 


I  SO  GREENE 

In  old  fields  and  low  woods  of  middle  North  Carolina,  col- 
lected by  Ashe,  who  correctly  indicated  it  as  a  good  new  species 
but  under  a  name  long  preoccupied. 

6.    RHUS  PYRAMIDATA,  sp.  nov. 

Both  the  shrub  and  its  foliage  smaller  than  in  R.  glabra,  the 
mature  leaves  firmer,  almost  subcoriaceous,  equally  white  with 
bloom  beneath,  the  whole  leaf  3  dm.  long  or  less;  leaflets  17- 
21,  sessile,  oblong-lanceolate,  acuminate,  lightly  serrate,  the 
serratures  12-16  on  each  side:  fruiting  panicle  large,  notably 
compound,  the  primary  branches  being  again  widely  branched, 
the  whole  subpyramidal,  8-12  cm.  wide  toward  the  base  and 
only  12-18  cm.  high  ;  drupelets  very  numerous,  smaller  than  in 
southern  allies,  3  mm.  wide,  suborbicular  inclining  to  ovate. 

This  definition  I  trust  may  prove  to  include  a  large  part  of 
what  has  been  called  Rhus  glabra  in  northern  New  York,  New 
England  and  adjacent  Canada.  That  which  I  wish  to  cite  as 
the  type  specimen  is  on  sheet  312308  of  the  National  Her- 
barium, and  was  collected  near  Lake  Waccabuc,  Westchester 
County,  New  York,  by  Mr.  C.  L.  Pollard,  August  12,  1894. 
The  locality  lies  easily  within  the  range  of  Colden's  field  studies 
made  in  the  middle  of  the  eighteenth  century  or  earlier.  It 
might  therefore  be  guessed  that  R.  -pyramidata  also  entered  into, 
and  formed  a  part,  bibliographically  speaking,  of  Linnaeus' 
aggregate  R.  glabra.  But  this  cannot  be  established  as  a  fact ; 
nor  would  it  alter  the  situation  in  the  least  if  it  could  be  ;  for 
Colden  did  not  describe  the  shrub,  and  his  work  is  of  later  date 
than  that  of  Dillenius,  to  which  we  are  obliged  to  resort  for  any 
described  and  definable  thing  that  may  bear  the  appellation 
Rims  glabra  Linn. 

The  Rhus  glabrum  of  Philip  Miller,  which  he  said  was  from 
New  England,  and  which  he  reported  as  cultivated  in  his  time 
under  the  name  of  New  England  Sumach,  cannot  have  been  the 
present  species  ;  for  he  attributes  to  that  "  downy  "  branches,  as 
I  have  already  remarked  under  R.  glabra. 

There  is  presumptive  evidence  in  the  herbaria  of  the  existence 
in  southern  New  England  of  at  least  two  more  species,  the  diag- 
noses of  which  cannot  be  safely  made  for  want  of  fruiting  pani- 


A    STUDY    OF    RHUS    GLABRA  1 8 1 

cles.  One  of  these  I  have  seen  only  in  the  herbarium  of  the  Field 
Museum,  sheets  13682  and  185 10.  Both  specimens  were  col- 
lected and  distributed  by  the  late  D.  C.  Eaton,  somewhere  near 
New  Haven;  no  date.  Another  is  from  South  Hadley,  Mass., 
1887  ;  the  collector's  name  illegible.  This  is  on  sheet  275445 
of  U.  S.  National  Herbarium.  By  evident  marks  of  foliage 
and  detached  flowering  panicle  this  is  certainly  distinct  from  all 
others  known,  and  nearest  R.  ithacensis,  unless  the  panicle  be 
pyramidal. 

7.    RHUS  CAROLINIANA  Miller. 

RJius  glabra,  -panicula  sfiarsa  coccinea,  Catesby,  Carol.  App. 

4,  t.  4. 
Rhus  glabra  Linn.  Sp.  PI.  2  ed.  380  (1762)  in   part  onlv,  and 

as  to  the  shrub  of  Catesby. 
Rhus  Caroliniana  Mill.  Diet.  ed.  1768. 
Rhus  elegans  Ait.  Hort.  Kew.  1  :  365.      1789. 

Shrub  2-3  m.  high:  leaves  large,  but  of  only  13-17  leaflets, 
these  not  closely  approximate  but  large,  commonly  8-1 1  cm. 
long,  2-3  cm.  wide,  subsessile,  acute  rather  than  acuminate, 
strongly  serrate,  the  serratures  about  9  on  a  side,  upper  face 
deep  green,  lower  glaucous  :  fruiting  panicle  large  and  not  com- 
pact, exactly  pyramidal,  2  dm.  long  or  more,  1.5  dm.  wide  at 
base ;  drupelets  uncommonly  small,  bright  scarlet  rather  than 
dark-red  in  maturity. 

A  South  Carolinian  species,  collected,  described  and  illustrated 
by  a  large  folio  plate,  in  the  middle  of  the  eighteenth  century, 
by  Catesby,  who  also  was  the  medium  of  its  introduction  into 
English  parks  and  gardens  at  the  same  time;  from  which,  also, 
it  is  probably  long  since  lost.  That  it  is  thoroughly  distinct  from 
R.  glabra  Catesby's  description  and  figure  demonstrate,  to  all 
who  know  Rhus  glabra.  Philip  Miller  also  knew  it  to  be  distinct, 
and  in  the  year  1768  gave  it  the  trivial  name  of  R.  caroliniana. 
Again,  as  still  grown  in  Kew  Gardens  twenty  years  later  than 
the  date  of  Miller's  work,  Aiton,  as  if  ignorant  of  Miller's 
name  R.  caroliniana,  published  it  again  as  distinct  from  R. 
glabra  under  a  new  name,  R.  elegans. 

From  a  highly  instructive  paper  on  some  small  trees  observed 


152  GREENE 

in  Georgia,  published  by  Mr.  Roland  M.  Harper  last  year,1  it 
appears  to  me  probable  that  this  zealous  explorer  of  southern 
fields  and  woods  has,  without  knowing  it,  rediscovered  this 
large  scarlet-fruited  Rhus  of  Catesby.  Mr.  Harper  says  that 
he  found  what  he  took  for  Rhus] glabra  "in  a  cane-brake  on 
the  bank  of  the  Coosa  River,  in  Floyd  County,  about  twelve 
miles  below  Rome,  Georgia,  a  veritable  little  grove  of  this 
species,  in  which  many  of  the  specimens  were  as  much  as  seven 
inches  in  diameter  and  thirty  feet  tall,  with  the  lowest  branches 
higher  up  than  I  could  reach."  Mr.  Harper  describes  the 
drupelets  of  this  tree  as  "  bright  scarlet,"  just  the  color  men- 
tioned by  Catesby  more  than  a  century  ago,  as  being  one  among 
several  marks  by  which  R.  caroliniana  was  to  be  distinguished 
readily  from  the  then  well  known  R.  glabra,  the  fruits  of  which 
are  unvaryingly  of  a  dark  crimson  when  mature. 

8.  RHUS    ATROVIRENS,   sp.  nov. 

Stout  upright  shrub,  the  young  branches  and  lower  face  of 
foliage  not  very  glaucous :  leaves  about  3  dm.  long,  with 
unusually  stout  petiole  and  rachis,  the  whole  more  firm  and 
ascending  than  in  allied  species  :  leaflets  about  23  and  closely 
approximate,  subcoriaceous,  of  a  dark  green  above,  pale  but 
not  white  beneath,  of  only  middle  size,  5-7.5  cm.  long,  nar- 
rowly oblong-lanceolate,  subsessile  by  an  obtuse  base,  the  apex 
subulate-linear,  entire,  the  serratures  of  the  margin,  though 
obscure  very  numerous,  16-22  on  each  side  :  panicle  of  fruit 
narrowly  pyramidal,  1.5  dm.  long,  compact;  drupelets  larger, 
than  in  the  last,  quite  rotund,  4  mm.  wide,  deep  crimson  as  in 
most  species. 

Mountain  region  of  northern  Alabama  ;  type  in  the  National 
Museum  No.  19814,  from  near  Gadsden,  1888,  by  Gerald  Mc- 
Carthy. Distinguished  from  one  and  all  the  foregoing  by  its 
narrow  and  crowded  dark  green  and  rather  rigid  leaflets. 

9.  RHUS  PULCHELLA,  sp.  nov. 
Branches  not  stout,  angular,  glaucous,  minutely  lenticellate  : 

leaves  not  large,  about  2  dm.  long,  rather  long-petioled,  of  a 

1  Torreya,  5  :   163. 


A    STUDY    OF    RHUS    GLABRA  1 83 

somewhat  glaucescent  green  above,  very  glaucous  beneath ; 
leaflets  13-17,  small,  sessile,  drooping  on  the  rachis  rather  than 
spreading  away  from  it  on  the  same  plane,  oblong-lanceolate, 
5-6  cm.  long,  slenderly  acuminate  and  somewhat  irregularly 
and  coarsely  serrate-toothed  below  the  acumination,  as  well  as 
more  lightly  and  evenly  serrate  in  the  middle  :  panicle  pyram- 
idal, small,  about  8  cm.  long,  slender-peduncled,  somewhat 
recurved  or  drooping. 

Known  only  from  Yellow  River,  near  McGuire's  Mill, 
Guinnett  County,  Georgia,  July  11,  1893,  John  K.  Small; 
type  in  National  Museum,  sheet  No.  19816.  A  small  and 
very  graceful  species,  recalling  some  of  the  far-southwestern 
forms  found  in  Arizona. 

10.    RHUS  LUDOVICIANA,  sp.  nov. 

Shrub  with  quite  slender  branches,  the  foliage  not  large 
ascending,  glabrous  except  as  to  the  hairy  line  of  the  rachis, 
about  2.5  dm.  long;  leaflets  11-15,  opposite,  of  thin  texture 
even  in  full  maturity,  dull  green  above,  moderately  glaucous 
beneath,  5-8  cm.  long,  attenuate,  acute  rather  than  acuminate, 
evenly  serrate,  the  serratures  12-16  on  each  margin:  panicle 
small,  pyramidal,  8  cm.  long,  4  cm.  broad  toward  the  base  ; 
drupelets  obliquely  orbicular,  of  a  dark  red-purple  and  not 
strongly  pubescent. 

The  type  specimen  is  in  my  own  herbarium,  from  along  the 
seaboard  in  southwestern  Louisiana,  at  Cotes  Blanches,  October 
10,  1884,  by  A.  B.  Langlois.  A  strongly-marked,  probably 
small  species,  said  to  form  low  thickets  in  a  peculiar  maritime 
region  that  is  still  almost  unknown  botanically. 

If  the  Rhus  angustifolia  Bauhin,  believed  to  have  come  from 
the  coast  of  Brazil,  was  derived  from  some  North  American 
coast  by  that  voyager  of  nearly  or  quite  three  centuries  ago,  it 
would  be  easy  to  fancy  that  the  specimen  in  Burser's  herba- 
rium, which  became  Bauhin's  type,  was  from  some  shore  of  the 
Gulf  of  Mexico,  and  even  may  have  been  identical  with  what  is 
here  described  as  R.  ludoviciana,  and  which  is  the  only  known 
maritime  ally  of  R.  glabra.     And  that  which  may  elevate  this 

Proc.  Wash.  Acad.  Sci.,  February,  1907. 


184  GREENE 

fancy  almost  or  quite  to  the  rank  of  a  probability  is  the  at  least 
highly  interesting  coincidence  that  my  type  specimens  of  R. 
ludoviciana  bear  the  only  leaves  and  leaflets  known  to  me  that 
answer  to  Bauhin's  description  of  those  of  Burser's  specimen. 
He  gave  the  number  of  the  leaflets,  their  form  and  dimensions, 
the  serrated  character  of  their  margin,  and  the  narrowly  atten- 
uate apex,  not  omitting  mention  of  the  darker  green  upper  and 
paler  lower  faces  of  the  leaflets. 

This,  as  I  have  said  before  under  R.  glabra,  is  the  earliest 
element,  historically  speaking,  that  enters  into  Linnaeus'  aggre- 
gate ;  and  had  the  latter  described  his  Rhus  species  as  carefully 
as  Bauhin  had  described  his  a  hundred  and  thirty  years  before 
him,  the  task  of  the  twentieth  century  botanist  at  this  juncture 
would  have  been  much  less  difficult. 

11.    RHUS  ARBUSCULA,  sp.  nov. 

Shrub  low,  tree-like  in  form  though  commonly  less  than  1  m. 
high  :  branches  of  the  season  glabrous,  glaucous,  obscurely 
angled,  not  very  stout,  but  foliage  large  and  ample  ;  largest 
leaves  3  dm.  long,  of  11  to  13  rather  remote  leaflets,  these 
lance-oblong,  7  to  9  cm.  long,  often  subfalcate,  notably  inequi- 
lateral at  base,  never  quite  sessile,  the  petiolule  definite  though 
very  short,  upper  face  of  leaflets  light  or  deep-green,  the  lower 
very  glaucous  ;  serratures  moderately  salient,  10  to  15  on  each 
margin,  the  apex  abruptly  and  sharply  acuminate :  panicle 
pyramidal,  very  small  for  the  foliage,  usually  but  7  to  9  cm. 
long  ;  drupelets  of  the  smallest. 

Near  Culver,  Marshall  County,  Indiana  ;  collected  August  18, 
1906,  by  Mr.  H.  Walton  Clark,  of  the  United  States  Bureau  of 
Fisheries. 

The  type  locality,  and  thus  far  the  only  known  station,  is  a 
barren  hill  above  the  eastern  shore  of  Lost  Lake,  near  Culver, 
Indiana.  The  specimens  at  hand  are  two,  both  of  them  excel- 
lent, but  evidently  not  from  the  same  bush,  and,  as  I  suspect, 
from  somewhat  different  exposures.  One  of  them  has  a  maturer 
foliage  beginning  to  redden  for  the  autumn  ;  and  the  branch, 
as  well  as  the  rachis  of  the  leaves  in  this  all  show  much  bloom. 


A    STUDY    OF    RHUS    GLABRA  1 85 

This  I  designate  as  the  type  specimen.  The  other  differs  only 
in  having  foliage  of  a  clear  and  vivid  green,  and  the  stem  shows 
but  little  bloom.  Both  specimens  have  been  presented  to,  and 
will  be  preserved  in,  the  U.  S.  National  Herbarium. 

12.    RHUS  PETIOLATA,  sp.  nov. 

Branches  not  stout,  glabrous,  glaucous,  striate,  roughened 
also  by  small  and  very  protuberant  lenticels  :  leaves  ample,  not 
long,  though  long-petioled  :  leaflets  about  13,  large,  8-10  cm. 
long,  oblong-lanceolate  and  often  subfalcate,  distinctly  petiolu- 
late,  the  base  obviously  inequilateral,  apex  sharply  acuminate, 
the  sides  sharply  but  unevenly  serrate,  the  serratures  13  to  15, 
upper  face  of  leaflets  of  a  rich  deep  green,  the  lower  very 
glaucous  :  panicle  small  for  the  foliage,  pyramidal,  10  cm.  high, 
compact,  the  branches  thinly  and  rather  stiffly  hirtellous  ;  drupe- 
lets rather  large. 

Prairie  region  of  the  interior  of  Minnesota,  the  type  from 
near  Spicer,  Minn.,  August,  1892,  W.  D.  Frost,  Herb.  Field 
Mus.  sheet  No.  140259.  Well  marked  by  the  large  definitely 
petiolulate  leaflets. 

13.    RHUS  VALIDA,  sp.  nov. 

Branches  very  stout  and  robust,  upright,  at  the  end  of  the 
first  season  no  longer  glaucous  but  light  brown,  between  cin- 
namon and  chestnut-color,  striate,  copiously  lenticellate  :  leaves 
not  large  in  proportion,  less  than  3  dm.  long  ;  leaflets  about  15, 
approximate,  short-petiolulate,  oblong-lanceolate,  6-10  cm. 
long,  with  about  11  serratures  on  each  margin  and  a  short  tri- 
angular-subulate point,  texture  subcoriaceous,  upper  face  dull 
deep  green  and  transverse-rugose,  lower  fairly  glaucous  but 
not  white:  panicle  rather  oblong-pyramidal,  large,  12-14  cm* 
high,  its  branches  thinly  tomentulose-pubescent :  drupelets 
many,  large,  little  compressed,  rather  thinly  plushy. 

Even  in  the  herbarium  specimens  this  impresses  one  as  some- 
thing wholly  apart  from  any  and  all  eastern  and  southern 
shrubs  that  have  been  called  R.  glabra.  The  very  stout  stri- 
ated, lenticellate  and  upright  branches,  with  smallish  foliage 


1 86  GREENE 

evidently  more  ascending  than  is  usual  in  the  genus,  and  the 
large  rather  narrow  panicle  —  all  these  marks  indicate  a 
species,  and  one  possibly  somewhat  local  about  Lake  Michigan. 
The  type  specimens,  all  in  Herbarium  Field  Museum,  are  from 
Hinsdale,  a  suburb  of  Chicago,  and  were  collected  October  12, 
1902,  by  Ernest  C.  Smith,  his  distribution  No.  577.  I  also 
refer  here  without  hesitation  Mr.  O.  E.  Lansing's  No.  nil,  as 
in  Herbarium  Field  Museum,  from  West  Pullman,  111.,  Septem- 
ber 8,  1900. 

Later  than  all  these  are  specimens  sent  me  late  in  August, 
1906,  from  near  Nashotah,  Wisconsin,  by  Dr.  H.  V.  Ogden 
of  Milwaukee.  These  came  to  hand  after  the  above  diag- 
nosis of  J?,  valida  had  been  finished,  and  the  type  specimens 
returned  to  the  Field  Museum.  But  they  answer  perfectly  to 
my  description  of  the  species  in  every  particular,  and  therefore 
only  further  confirm  it  while  extending  its  range. 

14.  RHUS    LONGULA,    sp.  nov. 

Stem  and  branches  not  known  :  leaves  about  3  dm.  long,  with 
long  stout  ascending  petiole,  and  13  or  15  approximate  leaflets, 
these  7-9  cm.  long,  sessile  by  a  rounded  base,  the  apical  acumi- 
nation  short  though  slenderly  attenuate,  the  margins  lightly  and 
almost  subcrenately  serrate  with  about  n  or  12  serratures,  tex- 
ture firm,  hardly  subcoriaceous,  color  dark  dull-green  above, 
whitish-glaucous  beneath  :  fruiting  panicle  narrowly  oblong  and 
greatly  elongated,  18  cm.  long,  hardly  5  cm.  wide  at  the  widest 
part,  the  short  branches  hirtellous-tomentulose ;  drupelets  of 
middle  size  and  numerous. 

Bluffs  of  the  Mississippi  River  far  northward ;  the  special 
station  for  the  type  somewhere  near  Stockton,  Minnesota ;  the 
type  specimen  in  U.  S.  Herbarium,  No.  19813,  collected  by 
Mr.  John  M.  Holzinger,  August  23,  1888.  Also  on  sheet 
19811  is  aflowering  specimen  by  the  same  collector,  of  "May, 
1889,"  which  appears  to  be  the  same  specifically.  The  station 
for  this  is  not  named. 

That  R.  longula,  away  at  the  western  North  should  flower 
in  May  is  noteworthy  ;  for  its  ally,  R.  glabra,  so  far  southward 
as  the  valley  of  the  Potomac  does  not  begin  to  flower  until  July. 


A    STUDY    OF    RHUS    GLABRA  1 87 

The  eastern  analogue,  R.  ithaccnsis,  in  Pennsylvania,  does 
not  come  into  flower  before  the  end  of  July  or  early  August. 
These  segregates  of  R.  glabra  from  the  northwest,  by  their 
almost  vernal  flowering,  reassert  for  themselves  a  more  distant 
relationship  to  the  eastern  types  than  that  which  we  should  infer 
from  their  visible  characters  alone. 

15.    RHUS    SANDBERGII,  sp.  nov. 

Rhus  glabra  var.  sandbergii,  Vasey  &  Holzinger  in  Herbarium 

Field  Museum. 

Very  dwarf,  flowering  and  fruiting  freely  at  1.5-2  dm.  high  ; 
branches  of  the  season  4-5  cm.  long,  angular,  rusty-tomentulose 
and  with  also  a  few  hirsute  hairs,  older  branches  glabrate  : 
leaves  small,  barely  1.5  dm.  long,  the  slender  rachis  pubescent 
on  all  sides;  leaflets  11-13,  sessile,  oblong-lanceolate,  4-6  cm. 
long,  appressed-serrate,  the  serratures  15-17  on  each  margin, 
apex  subulate-acuminate,  both  faces  nearly  or  quite  glabrous, 
the  upper  deep  green,  the  lower  glaucous  :  panicle  very  small, 
seldom  exceeding  5  cm.  long,  subpyramidal,  its  branches 
densely  and  subtomentosely  hirsute  :  drupelets  of  the  ordinary 
size  and  color. 

Said  to  grow  in  crevices  of  rocks,  near  the  head  of  Lake 
Superior  at  Thompson,  Minnesota,  where  it  was  collected  in 
flower  in  July,  and  in  fruit  in  August,  1891,  by  J.  H.  Sandberg, 
who  afterwards  distributed  it  under  numbers  401  and  921.  His 
locality  for  it  is  the  only  one  known.  I  would  indicate  as  the 
type  specimen  the  fruiting  one  on  sheet  19898  of  the  National 
Herbarium.  Happily  Mr.  Sandberg,  unlike  most  collectors  of 
Rhus  specimens,  gathered  this  in  both  flower  and  fruit. 

Prof.  John  M.  Holzinger  of  the  Normal  School  at  Winona, 
Minnesota,  would  have  proposed  this  species  as  new,  in  his 
paper  published  in  the  Minnesota  Botanical  Studies,  part  8,  in 
1896,  but  was  deterred  by  the  opinion  of  some  authority  who 
would  have  reduced  R.  typhina  and  R.  glabra  to  one  species, 
with  this  as  a  connecting  link  between  them. 


I 88  GREENE 

16.    RHUS    BOREALIS,  sp.  nov. 

Shrub  evidently  large  but  not  stout,  at  least  as  to  the  branches, 
these  smooth,  glabrous,  glaucous  :  leaves  ample  as  to  breadth, 
but  not  greatly  elongated,  3  dm.  long,  the  usual  hairy  line  of 
the  rachis  quite  hirsute,  but  other  parts  of  the  rachis,  and  also 
the  midvein  of  the  leaflets  on  both  faces  showing  a  few  pilose 
hairs  ;  leaflets  13-17,  subsessile,  broad  and  approximate,  oblong- 
lanceolate,  8-1 1  cm.  long,  subulate-acuminate,  coarsely  and 
closely  subcrenate-serrate,  the  serratures  about  14  on  a  side, 
texture  of  leaflet  uncommonly  thin,  upper  face  of  a  light  but 
rather  lurid  green,  the  lower  glaucous  almost  to  whiteness  : 
panicle  not  large,  11  cm.  long  in  fruit,  narrow-pyramidal,  dis- 
tinctly pedunculate,  the  peduncle  and  branches  of  panicle  hir- 
sute, the  hairiness  more  or  less  distinctly  retrorse  :  drupelets 
larger  than  the  average  and  of  a  lighter  color,  being  bright 
crimson. 

Central  Michigan  near  Alma,  on  dry  ridges,  collected  Au- 
gust 12,  1895,  by  Charles  A.  Davis,  the  type  specimen  in  the 
Herbarium  of  the  Field  Museum,  Chicago.  A  fine  species, 
perhaps  common  enough  in  central  Michigan,  and  probably 
beyond  the  boundaries  of  the  State  southward,  a  region  in  which 
little  or  no  effective  collecting  has  been  done  in  late  years.  But 
there  is  a  poor  flowering  specimen,  or  fragment,  in  the  National 
Herbarium  which,  by  the  one  leaf  it  bears,  I  can  refer  here.  This 
appears  to  have  been  sent  by  Mr.  Beale,  in  1899 ;  but  there  is 
nothing  to  indicate  who  collected  it,  or  where.  Although  pubes- 
cent, this  bears  no  relation  to  R.  hirta. 

17.    RHUS  MEDIA,  sp.  nov. 

Branches  rather  sharply  angular  in  maturity  and  sparsely 
dotted  with  small  lenticels  :  leaves  large  but  not  elongated,  only 
2  dm.  long,  rachis  not  stout,  whitish  with  bloom,  glabrous  except 
as  to  a  tomentulose  line  ;  leaflets  about  13,  large,  sessile,  oblong 
or  subfalcate-oblong,  broadly  and  abruptly  pointed  rather  than 
acuminate,  appressed-serrate,  the  serratures  13-15  on  a  side, 
the  whole  leaflet  of  firm  texture  and  about  8  cm.  long,  2-2.5 
cm.  wide,  of  a  dull  lightish  green  above,  quite  glaucous  beneath  : 


A    STUDY    OF    RHUS    GLABRA  1 89 

fruiting  panicle  rather  lax,  slender-peduncled  and  as  if  some- 
what drooping  but  of  pyramidal  outline,  its  branches  rather 
finely  pubescent ;  drupelets  of  middle  size,  notably  oblique, 
acutish. 

Inhabits  the  region  of  scattered  woodlands  and  small  prairies 
in  southern  Michigan  and  northern  Indiana  and  Illinois,  if  I 
rightly  refer  to  it  rather  numerous  specimens,  collected  in  various 
places,  all  in  young  leaf  and  flower  only.  Such  are  in  the  her- 
bariafrom  Warrenville,  111.,  by  L.  M.  Umbach,  July  2,  1895,  and 
by  Charles  C.  Deam  at  Bluffton,  Indiana,  1897  ;  but  the  type 
sheet,  No.  1 24146  of  the  Field  Museum,  a  perfect  fruiting  speci- 
men, is  from  Jackson  County,  Michigan,  by  S.  H.  and  D.  R. 
Camp,  September  19,  1898.  Sheet  6072  of  the  same  herbarium, 
from  Stark  County,  Illinois,  may  or  may  not  be  the  same.  Its 
detached  fruiting  panicle  may  well  belong  here,  but  the  one 
leaf  shown  is  attached  to  a  flowering  branch,  and  therefore  im- 
mature. 

18.    RHUS  CISMONTANA,  sp.  nov. 

Shrub  doubtless  low,  all  its  parts  reduced  in  size  and  rather 
slender  as  to  branches  and  leaf-rachis,  all  these  pale  and 
glaucous:  leaves  1.5-2  dm.  long,  ascending;  leaflets  11-13, 
not  crowded,  of  a  pallid  green  above  but  only  glaucescent 
beneath,  mostly  oblong  and  abruptly  acuminate,  4-6  cm.  long, 
only  subsessile,  or  some  of  the  more  basal  leaflets  definitely 
petiolulate,  sharply  and  rather  closely  serrate,  the  serratures 
10-12  on  each  side,  even  the  most  mature  state  of  foliage  not 
subcoriaceous,  though  firm  :  fruiting  panicle  about  9  cm.  high, 
pyramidal  but  narrowly  so  and  compact ;  outline  of  drupelets 
slightly  inclining  to  ovate,  being  a  trifle  longer  than  broad,  not 
depressed  but  rather  acutish  at  summit. 

Open  hills  of  the  more  westerly  parts  of  Nebraska  and  Kansas, 
as  well  as  probably  in  adjacent  Colorado,  if  not  Wyoming.  The 
type  specimens  are  in  U.  S.  Herbarium  No.  210241,  collected 
by  Mr.  Rydberg  in  Thomas  County,  Nebraska,  1883  ;  and  Mr. 
J.  B.  Norton's  so-called  R.  glabra  from  Riley  County,  Kansas, 
collected  in  1895,  appears  to  be  quite  the  same;  probably  even 
Mr.  Clements'  specimens   from  northeastern  Nebraska,   1893, 


I9O  GREENE 

belong  here,  for,  while  in  these  the  foliage  is  larger,  the  leaflets 
seem  to  have  all  the  marks  of  R.  cismontana,  even  to  the  peti- 
olules,  these  being  very  evident. 

19.    RHUS   SAMBUCINA,  sp.  nov. 

Stem  and  branches  unknown :  leaves  of  few  leaflets,  the 
whole  leaf,  including  the  rather  long  petiole,  little  more  than  2 
dm.  long,  the  leaflets  11  or  13,  approximate,  large,  7-10  cm. 
long,  oblong-lanceolate,  acutish  at  base  and  subpetiolulate,  the 
apical  acumination  rather  abrupt  and  short,  the  sides  with  11  or 
12  quite  large  and  sharp  serratures,  the  texture  of  mature  foliage 
not  known,  color  of  upper  face  a  pale  glaucescent  green,  of  the 
lower  only  paler,  with  nothing  of  the  white  bloom  of  real  R. 
glabra:  panicle  not  pyramidal  even  in  flower,  but  rather  oval, 
or  at  most  oval-subpyramidal,  in  fruit  oval,  decidedly  lax,  the 
branches  villous-pubescent ;  drupelets  of  middle  size. 

Singular  species,  with  broad  short  leaves  made  up  of  few  and 
much  serrated  leaflets,  all  pale  green  on  both  faces.  The  locality 
of  this  is  remote  and  but  little  known.  The  type  specimens 
are  in  Herbarium  Field  Museum,  sheet  140404,  and  are  from 
near  Piedmont,  South  Dakota,  by  Alice  Pratt,  June  and  August, 
1895.  Unfortunately  only  the  young  foliage  is  present;  the 
one  fruiting  panicle  was  preserved  only  as  detached  from  the 
branch ;  yet  this  matches  perfectly,  in  its  peculiar  branching 
and  laxity,  the  flowering  panicles. 

In  the  same  herbarium,  sheet  123606,  are  flowering  speci- 
mens of  what  seems  to  be  the  same,  from  southern  Iowa, 
Decatur  County,  T.  J.  Fitzpatrick,  June  13,  1896. 

20.    RHUS    NITENS,  sp.  nov. 

Shrub  stoutish,  perhaps  low,  young  branches  and  also  petioles 
and  lower  face  of  foliage  merely  glaucescent :  leaves  short  and 
short-petioled,  the  whole  leaf  barely  2  dm.  long,  the  petiole  and 
rachis  stout,  ascending;  leaflets  13-17,  closely  approximate, 
seldom  opposite,  lance-oblong,  4.5-6.5  cm.  long,  subcoriaceous, 
sessile  by  an  obtuse  base,  the  apex  cuspidately  acute  rather  than 
acuminate,  evenly  but  not  deeply  serrate,  the  serratures  10-12 


A  STUDY  OF  RHUS  GLABRA  I9I 

on  a  side,  upper  face  of  a  lightish  green  but  somewhat  polished, 
the  lower  only  pale,  not  whitened  :  fruiting  panicle  small,  only 
about  8  cm.  high,  definitely  pyramidal,  its  branches  short, 
sparsely  hirtellous  :  drupelets  immature  but  perhaps  full  grown, 
orbicular,  or  a  little  broader  than  high. 

At  6000  feet  in  the  mountains  near  Provo,  Utah,  July  10, 
1894,  as  collected  by  Mr.  Marcus  E.  Jones,  his  No.  5612  as  in 
the  National  Herbarium.  This  differs  from  all  other  far-western 
species  in  that  its  foliage  is  almost  as  highly  polished  as  that  of 
R.  copallina. 

21.    RHUS  TESSELLATA,  sp.  nov. 

Shrub  low,  copiously  and  densely  leafy,  the  leaves  rigidly 
ascending,  about  2.5  dm.  long,  the  pinnae  approximate;  leaflets 
about  15,  lance-oblong,  5-7  cm.  long,  not  quite  sessile,  cuspi- 
dately  acuminate,  evenly  and  quite  sharply  serrate,  the  serra- 
tures  13-17  on  a  side,  the  texture  subcoriaceous  even  at  flowering 
time,  upper  face  very  smooth  and  somewhat  shining,  in  general 
dark  green,  showing  very  prominently  the  fine  whitish  midvein 
and  veinlets,  but  some  intervals  between  veinlets  wholly  of  a 
light  green,  exhibiting  the  whole  surface  as  notably  checkered, 
lower  face  merely  pale  and  glaucescent,  not  glaucous  :  panicle 
small  for  the  foliage  ;   fruit  not  seen. 

Foothills  of  the  Rocky  Mountains  in  northern  Colorado,  at  alti- 
tudes of  6000  to  7000  feet;  type  specimen  in  U.  S.  Herbarium 
No.  257466,  collected  by  J.  H.  Cowen,  July  20,  1895  ;  no  spe- 
cial locality  mentioned.  The  species  by  leaf  characters  alone 
is  a  very  good  one,  even  if  the  checkering  of  dark  and  light 
green  be  but  accidental  or  occasional.  The  species  here  defined 
may  or  may  not  include  all  the  so-called  R.  glabra  of  eastern 
Colorado  mountains. 

22.   RHUS  MACROTHYRSA  Goodding. 

Rhus  macrothyrsa  Good.  Bot.  Gaz.  37  :   56.      1904. 

Shrub  1.5-2.5  m.  high,  glabrous  except  as  to  vigorous  young 
growing  shoots,  these  at  base  ferruginous-tomentose  :  leaves 
2-2.5  dm.  long;  leaflets  9-15,  green  above,  not  glaucous  be- 
neath, oblong-lanceolate,  sessile,   acuminate,    sharply   serrate : 


I92  GREENE 

fruiting  panicle  open,  large,  oblong-fusiform,  15-25  cm.  long, 
recurved,  its  branches  coarsely  pubescent :  drupelets  little  com- 
pressed, 3  mm.  wide. 

Calientes,  Nevada,  1902,  L.  N.  Goodding.  No  specimens 
seen  by  the  writer,  but  by  the  description  the  species  must  be 
distinct  enough,  and  probably  local  in  southern  Nevada. 

23.    RHUS  ARGUTA,  sp.  nov. 

Shrub  said  to  be  1-3  m.  high,  the  branches  stoutish,  smooth, 
glabrous,  glaucous  even  in  full  maturity  ;  leaves  notably  ascend- 
ing rather  than  spreading,  3  dm.  long,  the  petiole  uncommonly 
elongated  and,  like  the  rachis,  very  glaucous;  leaflets  17  or  19, 
narrowly  oblong-linear  or  subfalcate,  6-8  cm.  long,  sessile  by 
an  acutish  base,  closely,  sharply  and  saliently  serrate,  the  ser- 
ratures  15  or  16  on  a  side,  the  acumination  long  and  narrow, 
upper  face  deep  green  but  dull,  the  transverse  veins  conspicu- 
ously paler,  lower  face  very  glaucous  :  panicle  not  large,  10-12 
cm.  high,  pyramidal,  its  branches  hirsutulous  ;  drupelets  of  the 
largest. 

Species  of  the  Pacific  slope,  apparently  common  in  the 
Columbia  River  region,  at  least  eastward ;  very  possibly  an 
aggregate,  resolvable  into  several ;  but  the  type  of  the  above 
diagnosis  is  from  Rhea  Creek,  Morrow  County,  Oregon,  and 
was  collected  by  J.  B.  Leiberg,  September  11,  1894,  his  No. 
893  as  in  U.  S.  Herbarium.  The  following,  all  from  western 
Washington,  are  more  or  less  true  to  this  type  :  sheet  93075  in 
Herbarium  Field  Museum,  from  near  Spokane,  in  flower  only ; 
sheet  93076  of  the  same,  from  the  same  region  with  lax  pyram- 
idal panicle  very  much  larger,  leaflets  larger,  greener  on  both 
faces  and  by  no  means  sharply  serrate ;  A.  D.  E.  Elmer, 
Wawawai,  1897  ;  Frank  Kreager,  Spokane  County,  1902  ; 
Sandberg  &  Leiberg,  Rock  Island,  1893,  and  Robert  Horner, 
Waitsburg,  1897,  these  last  all  as  in  U.  S.  Herbarium,  likewise 
from  Idaho,  A.  A.  Heller,  Nez  Perces  County,  1896,  his  No. 
3421.  This  is  quite  true  to  the  type  as  to  foliage,  but  in  flower 
only;  a  fruiting  specimen,  from  Salmon  River,  Vernon  Bailey, 
1895,  with  leaflets  not  so  typical. 


A    STUDY    OF    RHUS    GLABRA  193 

Among  all  these  there  is  nothing  of  Torrey's  Rhus  glabra^ 
var.  occidentals.  Nearly  all  that  I  have  seen  of  Pacific  coast 
material  which  matches  that  of  the  Wilkes  Expedition,  comes 
not  from  Oregon  or  Washington,  but  from  British  Columbia. 

24.    RHUS  APRICA,  sp.  nov. 

Dimensions  of  shrub,  and  characters  of  branches  unknown  : 
leaves  as  a  whole  remarkably  broad  and  short,  the  leaflets  being 
few  and  approximate  but  large,  subcoriaceous,  deep  green 
above,  light  green  beneath,  but  without  bloom  ;  leaflets  about 
15,  oblong,  6-8  cm.  long,  obtuse  at  base  and  sessile,  at  apex 
only  cuspidately  acute,  not  acuminate,  very  evenly  and  quite 
distinctly  though  not  sharply  serrate,  the  serratures  10  or  n  on 
each  margin  :  panicle  pyramidal,  small,  about  8  cm.  high,  its 
branches  only  sparingly  and  obscurely  villous-pubescent ;  drupe- 
lets rather  large. 

Very  well  marked  by  its  few  and  large  leaflets  green  on  both 
faces;  but  known  only  as  collected  by  M.  W.  Gorman,  on 
Camas  Creek  in  the  Washington  State  Forest  Reserve,  August 
20,  1897.  It  is  said  to  occupy  dry  open  grassy  slopes.  The 
type  specimen  is  in  U.  S.  Herbarium.  Its  label  bears  Mr. 
Gorman's  collection  number  632. 

25.    RHUS  OCCIDENT ALIS  (Torrey). 

Rhus  glabra    occidentalis    Torr.    in    Bot.    Wilkes'   Exp.    257. 

1874. 

Only  flowers  and  young  foliage  known  :  leaflets  (in  what 
should  be  the  type  specimen,  U.  S.  Herbarium  sheet  No.  19819) 
11-13,  oblong-lanceolate,  sessile,  notably  acuminate,  beneath 
only  glaucescent ;  the  panicle  small  and  very  slender  peduncled  ; 
even  the  branch  slender,  but  quite  glaucous. 

The  label  bears,  in  the  handwriting  of  Asa  Gray,  the  legend, 
"Okanogan,  Wash.  Territory." 

The  Okanogan  region  lies  partly  in  Washington  and  partly  in 
British  Columbia,  and  all  the  more  recent  specimens  seen  by  the 
writer  which  match  the  type  are  from  the  Canadian  part  of  the 
region.     Sheet  4471  of  the  Canadian  Survey  Herbarium,  Arrow 


194  GREENE 

Head  Lake,  near  Lake  Okanogan,  is  every  way  true  to  the 
type,  except  that  the  leaflets  are  less  numerous ;  nine  in  most  of 
the  leaves  and  none  with  a  greater  number,  a  few  having  seven 
only.  In  the  same  herbarium  4473,  from  Spence's  Bridge,  in 
the  same  general  region,  has  mostly  13  leaflets.  The  like  is 
true  in  the  case  of  number  63749,  collected  at  Cascade,  B.  C, 
by  Mr.  J.  M.  Macoun  in  1902.  But  all  these  specimens  are  in 
one  and  the  same  unsatisfactory  condition  of  early  flowering, 
with  foliage,  of  course,  not  fully  grown.  They  indicate,  how- 
ever, a  northerly  species,  from  which  the  two  Washington  spe- 
cies herein  characterized  are  sufficiently  distinct.  Not,  however, 
until  mature  foliage  and  fruiting  panicles  of  it  shall  be  brought 
to  light  can  R.  occidentalis  be  properly  described. 

26.    RHUS  ALBIDA,  sp.  nov. 

Probably  low,  the  branches  not  robust,  very  light-colored 
and,  with  the  rachis  and  lower  face  of  leaves,  much  whitened 
with  bloom,  even  the  upper  face  of  foliage  of  a  pale  color  and 
glaucescent :  leaves  1.5-2.5  dm.  long;  leaflets  about  13,  not 
crowded,  not  deflected  but  spreading,  subsessile,  4-6  cm.  long, 
oval  to  oblong-lanceolate,  abruptly  acute  or  short-acuminate, 
saliently  serrate,  the  serratures  10-14  on  each  side  :  fruiting 
panicle  about  1  dm.  high  and  quite  broadly  pyramidal,  its 
branches  only  very  delicately  but  rather  densely  velvety  :  drupe- 
lets much  compressed  and  acutish. 

As  far  as  known  this  very  beautiful  Rhus  is  local  on  the  San 
Francisco  Mountain  not  far  from  Flagstaff  in  northern  Arizona. 
The  type  specimen,  sheet  No.  410696  of  the  National  Her- 
barium, was  collected  there,  at  an  altitude  of  between  6000  and 
7000  feet,  August  18,  1901,  by  J.  B.  Leiberg,  his  distribution 
No.  587 1.  A  perfect  male  flowering  specimen  is  in  my  own 
herbarium,  as  collected  by  myself  at  the  same  station,  July  13, 
1889.  Again,  National  Herbarium  sheet  334404  holds  a  flower- 
ing branch  from  the  same  locality  by  D.  T.  MacDougal,  his  dis- 
tribution No.  309,  July  18,  1898.  This,  too,  from  an  altitude 
of  about  7000  feet.  The  late  date  of  its  flowering,  as  an  ally 
of  Rhus  glabra  in  the  generally  torrid  climate  of  Arizona,  indi- 
cates the  subalpine  character  of  its  habitat. 


A    STUDY    OF    RHUS    GLABRA  1 95 

27.  RHUS  ELEGANTULA,  sp.  nov. 

Branches  slender,  glabrous,  of  a  distinctly  pinkish  brown 
underneath  a  coat  of  bloom:  leaves  small,  1.2-  1.8  dm.  long, 
the  slender  rachis  quite  white  with  bloom,  its  villous  line  very 
marked;  leaflets  11-15,  loosely  arranged,  spreading  or  slightly 
deflected,  distinctly  petiolulate,  4-6  cm.  long,  narrowly  subfal- 
cate-lanceolate,  at  least  the  long  and  slender  acumination  falcate, 
sometimes  the  whole  leaflet,  the  serratures,  about  8  on  a  side, 
more  or  less  sharply  prominent,  the  texture  rather  firm,  color  of 
upper  face  pale  bluish-green,  the  lower  whitish  with  bloom  : 
fruiting  panicle  large  in  proportion  to  the  foliage,  commonly 
more  than  1  dm.  high,  pyramidal  but  narrowly  so,  its  branches 
thinly  villous  with  ascending  or  spreading  hairs :  drupelets 
small,  arranged  upon  simple  racemose  branches  of  the  panicle, 
compressed,  acutish. 

Mountains  of  extreme  southern  Arizona  along  the  Mexican 
boundary,  the  typical  specimens  from  about  Fort  Apache,  by 
Edward  Palmer,  June,  1890 ;  these  on  sheet  19808  of  the 
National  Herbarium  ;  others  distributed  by  Dr.  Palmer  under 
his  No.  585.  Probably  the  same  as  a  specimen  from  the  Santa 
Catalina  Mountains,  September,  1896  by  J.  W.  Tourney,  U.  S. 
Herbarium  sheet  441724.  Lastly  rather  larger  specimens,  but 
otherwise  true  to  the  character,  have  come  in  this  season  from 
the  Huachuca  Mountains,  sent  by  Mr.  J.  C.  Blumer,  who  col- 
lected them  late  in  August,  1906. 

28.  RHUS    SORBIFOLIA,  sp  nov. 

Shrub  apparently  low  and  not  stout,  the  young  branches  and 
lower  face  of  foliage  not  whitened,  hardly  paler  than  glauces- 
cent :  leaves  small,  only  1-2  dm.  long,  spreading  away  from 
the  stem  divaricately,  or  even  a  trifle  deflected,  the  petiole  and 
rachis  rather  slender;  leaflets  few,  only  9  or  11  and  loosely 
arranged,  dull  deep  green  above,  glaucescent  beneath,  of  small 
size,  2.5-6  cm.  long,  oval  to  oblong-lanceolate,  sessile  by  an 
abruptly  acutish  base,  at  apex  subulate  pointed  rather  than 
acuminate,  rather  remotely  and  sharply  serrate,  the  serratures 
only  7-9  on  each  margin  :  panicle  of  staminate  flowers  pyram- 


I96  GREENE 

idal,   12  cm.  long :    sepals  triangular,   acute;    petals  twice   as 
long,  oblong,  obtuse,  the  anthers  equaling  them. 

Type  from  mountains  west  of  Las  Vegas,  New  Mexico,  G. 
R.  Vasey,  1881 ;  U.  S.  Herbarium  No.  195 10.  Species  with 
most  characteristic  habit  and  foliage. 

29.  RHUS    ASPLENIFOLIA,  sp.  nov. 

Shrub  evidently  dwarf  or  at  least  low,  the  leafy  branches 
short,  slender,  tortuous,  glabrous,  glaucous :  leaves  small, 
about  1.5  dm.  long,  the  rachis  slender,  deeply  and  narrowly 
furrowed  and  the  hairy  line  obvious ;  leaflets  only  7-9,  pale 
green  above,  moderately  glaucous  beneath,  oblong-lanceolate  to 
lanceolate,  3.5-5.5  cm.  long;  subsessile,  acuminate,  very  irreg- 
ularly and  somewhat  incisely  serrate,  even  coarsely  so,  the 
serratures  now  and  then  so  deep  and  large  as  to  amount  to  lobes 
rather  than  serratures :  only  a  staminate  panicle  seen,  this 
narrowly  pyramidal,  5  cm.   long. 

Type  from  Wolf  Creek,  Wyoming,  July  12,  1896,  A.  Nelson, 
distributed  to  U.  S.  Herbarium,  under  No.  2303,  mounted  on 
U.  S.  Herbarium  sheet  285144.  Manifestly  intermediate  be- 
tween the  Nebraskan  R.  cismontana  and  the  characteristic 
species  of  Arizona  ;  the  foliage  peculiar. 


PROCEEDINGS 


OF   THE 


WASHINGTON  ACADEMY  OF  SCIENCES 

Vol.  VIII,  pp.  197-403.  February  13,  1907. 


ASPECTS    OF   KINETIC   EVOLUTION. 
By  O.   F.  Cook. 

The  kinetic  theory  of  evolution  finds  in  the  facts  of  organic 
development  indications  that  the  characters  of  species  change 
spontaneously,  or  without  environmental  causation.  Evolution- 
ary progress  is  further  conceived  as  accomplished  through  the 
union  of  the  normally  diverse  individual  members  of  species  into 
a  coherent  network  of  interbreeding  lines  of  descent,  rather  than 
by  the  isolation  of  variant  individuals  or  by  the  selective  restric- 
tion of  descent  to  individuals  possessing  particular  characters. 

Former  theories  have  undertaken  to  explain  the  method  of 
evolution  by  reference  to  the  dendritic  figure  of  descent  as  shown 
in  the  ever-branching  relationships  of  species,  genera  and  fami- 
lies. The  kinetic  interpretation  of  the  evolutionary  process  is 
based  on  what  may  be  called  the  intraspecific  figure  of  descent, 
the  relationship  of  organisms  inside  the  species,  which  is  reticu- 
lar or  net-like,  and  not  tree-like. 

Theories  based  on  the  dendritic  conception  of  descent  may 
also  be  described  as  differential ;  that  is,  they  have  given  atten- 
tion chiefly  to  the  problems  of  distinction  and  separation  of 
organic  groups.  The  kinetic  theory  is  integral  or  synthetic, 
and  conceives  the  evolutionary  process  as  conducted  by  the 
accumulation  and  combination  of  the  variations  which  appear 
among  the  members  of  the  species. 

These  simple  distinctions  are  fundamental,  and  will  neces- 
sitate an  extensive  readjustment  of  methods  of  thought  and 
investigation  in  the  field  of  evolution. 


I98  COOK 

Various  aspects  of  the  kinetic  theory  have  been  presented  in 
earlier  essays,  of  which  the  present  chapters  are  a  continuation. 
Indeed,  it  is  likely  to  become  apparent  to  the  reader  that  they 
have  been  written  at  different  times  and  that  they  often  lack 
unity  and  consistency.  The  same  ground  has  in  some  cases 
been  traversed  repeatedly  and  in  different  directions,  but  the 
frequent  restatement  of  the  same  distinctions  appears  to  be 
necessary  in  the  development  of  so  large  and  complicated  a 
subject.  My  thanks  are  due  Mr.  Walter  T.  Swingle  for  much 
helpful  interest  and  criticism. 

1.   KINETIC  EVOLUTION  AND  THE  FITNESS    PROBLEM. 

The  theory  that  evolution  is  caused  by  natural  selection  and 
the  survival  of  the  fittest  is  now  commonly  admitted  to  be  inad- 
equate, but  our  studies  tend,  as  usual,  to  follow  the  beaten  paths 
of  thought,  and  adjust  themselves  only  with  reluctance  to  new 
interpretations.  The  point  at  which  the  selection  theory  becomes 
obviously  deficient  is  that  it  does  not  account  for  the  fitness  to 
which  the  evolutionary  progress  is  ascribed.  This  has  given 
rise  to  the  attempt  in  recent  years  to  penetrate  farther  into  what 
has  been  called  "  the  problem  of  fitness,"  on  the  natural  assump- 
tion that  more  light  could  certainly  be  reached  in  the  quarter 
whence  came  the  first  suggestions  of  evolutionary  illumination. 
Nevertheless,  those  who  have  followed  closely  on  the  route  of 
natural  selection  have  not  yet  come  through  into  regions  of  clear 
vision. 

Fitness  is  the  primary  idea  of  the  doctrine  of  evolution  by 
selection.  Fitness  affords  the  cogs,  as  it  were,  by  which  evolu- 
tion is  supposed  to  be  worked  by  the  environment.  Even  if  we 
were  to  admit,  for  the  argument,  that  evolutionary  motion  could 
be  caused  by  selection  towards  greater  fitness,  the  evolutionary 
factory  would  still  lack  the  very  important  facility  for  providing 
these  cogs  of  fitness  by  which  the  environment  could  gain  a 
hold  upon  the  species  and  roll  them  along.  Some  selective 
evolutionists  have  assumed  that  environment  could  form  the  cogs 
by  impressing  itself  upon  the  species,  and  others  that  the  species 
could,  as  it  were,  wrinkle  itself  in  response  to  external  stimuli, 
and  thus  give  the  environment  a  selective  impingement. 


ASPECTS    OF    KINETIC    EVOLUTION  1 99 

These  suggestions  have  not  been  able  to  retain  the  full  con- 
fidence of  biologists  for  the  selective  theory,  as  witness  the 
recent  remarkable  diversions  towards  Mendelism  and  muta- 
tionism.  The  prompt  acceptance  of  these  doctrines  by  so  many 
students  of  evolution  is  not  justified  by  any  indication  of  general 
pertinence  for  the  facts  on  which  they  are  based.  They  met 
with  immediate  welcome  because  they  afforded  a  suggestion, 
at  least,  of  methods  by  which  new  characters  or  character-com- 
binations could  be  produced.  They  promised,  in  other  words, 
the  long-needed  supplement  of  the  selective  theory,  the  cogs 
which  selection  might  turn. 

The  kinetic  theory  recognizes  that  evolution  does  not  depend 
upon  selection  nor  upon  the  environment,  and  still  less  upon 
mutation  and  Mendelism.  The  evolutionary  causes  are  in  the 
species,  not  in  the  environments.  They  are  resident,  moreover, 
in  species  as  constituted  in  nature,  and  are  exemplified  only 
abnormally  in  the  phenomena  which  become  prominent  in  the 
close-bred  domesticated  plants  to  which  the  studies  of  Mendel 
and  De  Vries  were  mostly  directed. 

TWO    TYPES    OF    ORGANIC    FITNESS. 

The  current  belief  in  the  environmental  causation  of  evolution 
is  largely  due  to  the  confusion  of  two  different  kinds  of  organic 
fitness,  (i)  The  general  fitness  of  the  species  for  the  environ- 
ments in  which  they  exist ;  and  (2)  the  special  fitness  or  power 
of  adjustment  of  the  individual  organisms  to  particular  condi- 
tions which  they  may  encounter.  An  interesting  example  of 
the  extent  to  which  these  two  distinct  phenomena  have  been 
confused  may  be  found  in  so  well  known  a  work  of  reference 
as  the  Standard  Dictionary.  Adaptation  is  defined  as  "an  ad- 
vantageous conformation  of  an  organism  to  changes  in  its  envi- 
ronments," but  the  quotation  given  to  illustrate  the  use  of  the 
word  in  this  sense  alludes  to  the  "  special  adaptations  "  of  deep- 
sea  organisms.  The  definition  applies  to  the  second  type,  fit- 
ness by  individual  adjustment,  while  the  example  refers  only  to 
the  first  type,  the  general  fitness  of  the  species,  genus  or  family 
as  a  whole. 

No  method  has  been  suggested  whereby  either  type  of  fitness 
Proc.  Wash.  Acad.  Sci.,  December,  1906. 


200  COOK 

can  be  caused  by  the  environment,  but  the  fact  that  individual 
adjustments  do  have  definite  relations  to  the  environment,  has 
served  to  sustain  a  belief  in  the  environmental  causation  of  evo- 
lution. All  species  have,  of  course,  fitness  for  their  environ- 
ments ;  otherwise  they  would  not  continue  to  exist.  They  must 
be  more  fit  than  other  species  which  have  had  access  to  the 
same  environments,  or  they  would  be  driven  out.  Neverthe- 
less, inside  of  the  general  environment,  or  place  of  the  species  in 
the  economy  of  nature,  there  is  still  a  very  great  diversity  of 
individual  experience  to  which  each  organism  must  adjust  itself. 
The  environment  at  all  times  determines  the  relation  of  fitness, 
but  the  characters  which  afford  the  fitness  are  as  truly  results  of 
evolution  as  any  other  characters.  It  has  not  been  shown  that 
they  are  caused  by  the  environment  or  that  they  can  be  inherited 
from  it. 

The  doctrine  of  environmental  causation  of  evolution  supports 
one  assumption  by  another  equally  baseless.  It  takes  for 
granted  that  adjustment  differences  between  individuals  of  the 
same  species  are  caused  by  the  environmental  differences  which 
are  met  by  these  same  adjustments.  It  also  takes  for  granted 
that  the  general  fitness  or  adaptation  of  the  species  is  merely  a 
product  of  the  fitness  of  individual  adjustment,  whereas  there 
are  two  phenomena  of  fitness  which  are  quite  distinct  in  their 
relations  to  the  problem  of  evolutionary  causes,  though  neither 
of  them  affords  any  special  indication  regarding  the  nature  of 
such  causes.  The  adjustment  of  individuals  to  differences  of 
environment  is  a  form  of  organic  elasticity  which  permits  lateral 
vibrations  or  displacements  of  characters,  while  the  fitness  of  a 
species  or  genus  as  a  whole  is,  obviously,  an  accomplished  result 
of  evolution  instead  of  being  a  formative  principle  or  cause. 

ADAPTIVE    VERSATILITY    OF    ORGANISMS. 

To  say,  as  has  been  the  custom  of  writers  on  evolution,  that 
organisms  are  plastic  or  susceptible  of  environmental  influences, 
is  only  half  of  the  truth.  Organisms  are  not  merely  plastic, 
but  versatile.  Under  different  conditions  they  are  able  to  grow 
in  different  ways,  and  often  in  ways  which  qualify  them  better 
for  existence  in  these   particular  conditions,  though   not  neces- 


ASPECTS    OF    KINETIC    EVOLUTION  201 

sarily  so.  A  Guatemalan  variety  of  the  cotton  plant  takes  on 
in  Texas  a  robust,  upright  habit  of  growth  very  distinct  from 
that  of  its  Central  American  ancestor.  It  might  be  held  that 
this  deviation  from  the  previous  type  serves  a  purpose  in  the 
internal  economy  of  the  plants,  in  enabling  them  to  carry  on 
more  efficiently  the  process  of  vegetative  development.  Never- 
theless, it  cannot  be  reckoned  as  a  truly  adaptive  change,  since 
it  does  not  improve  the  chances  of  the  survival  of  the  variety  in 
the  new  environment.  These  very  large  and  vigorous  plants 
are  relatively  infertile,  and  ripen  their  fruits  much  later  than 
those  which  retain  the  normal  low-growing  parental  form.  This 
behavior  of  the  cotton  plant  is  not  the  exception,  but  accords 
with  a  general  tendency  of  tropical  plants  toward  excessive 
vegetative  development  when  first  planted  in  northern  latitudes. 
The  longer  days  and  higher  temperatures  of  our  summer  seasons 
are  not  utilized  for  earlier  and  larger  production  of  fruit,  but  are 
wasted  in  riotous  vegetative  expansion  often  cut  short  by  frost 
before  a  single  seed  has  been  formed. 

New  environments  may  also  throw  plants  into  a  condition  of 
morphological  instability*  which  can  scarcely  have  any  relation 
to  adaptation,  since  the  result  is  an  endless  diversity  of  abrupt 
variations  or  mutations  along  many  different  lines,  including  the 
most  opposite.  The  hereditary  coherence  of  the  species  or 
variety  is  lost,  and  the  individuals  scatter,  as  it  were,  in  all  direc- 
tions. This  explosive  type  of  variation  is  occasioned,  obviously, 
by  changes  of  environment,  but  it  is  equally  obvious  that  one 
and  the  same  change  of  environment  cannot  be  directly  described 
as  having  caused  many  diverse  variations ;  it  need  only  be 
thought  of  as  having  occasioned  an  abnormal  intensification  of 
normal  individual  diversity. 

In  some  manner,  quite  unknown  as  yet,  changes  of  conditions 
do  induce  changes  of  methods  of  development,  but  to  infer  that 
these  changes  are  always  advantageous,  or  that  the  external 
causes  actuate  the  modified  development  of  the  organisms,  is 
bad  logic  and  worse  biology. 

Curiously  enough,  it  is  only  at  one  particular  point  that  such 
reckless  conclusions  are  indulged.  When  we  find  a  dozen  dif- 
ferent species  of  plants  growing  on  the  same  square  yard  of  soil, 


202  COOK 

it  does  not  occur  to  us  to  suppose  that  their  diversities  are  due 
to  the  different  conditions  under  which  they  have  grown,  for  the 
conditions  are  the  same.  We  accept  without  debate  the  fact  that 
the  plants  are  developing  each  according  to  the  methods  of  its 
own  species.  It  is  only  when  we  find  plants  of  the  same  species 
following  different  methods  of  growth  when  under  different  con_ 
ditions  that  we  can  be  betrayed  into  supposing  that  the  condi- 
tions are  producing  the  characters  of  the  organisms.  In  reality 
this  reasoning  has  no  more  propriety  when  we  compare  a  plant 
or  an  animal  with  another  member  of  its  own  species  than  when 
we  compare  it  with  a  member  of  a  different  species. 

As  long  as  the  adjustments  are  physiological  only,  we  do  not 
find  it  necessary  to  marvel,  but  when  they  become  appreciable 
from  the  morphological  standpoint  our  interest  is  aroused.  And 
when  accommodations  cause  taxonomic  difficulties  by  affecting 
the  characters  by  which  we  have  described  species,  some  are 
ready  to  believe  that  environment  must  be  responsible  for  evo- 
lution because  it  can  be  alleged  to  change  the  characters  of 
species.  To  reach  this  conclusion  the  amassing  of  detailed 
knowledge  of  plants  and  animals  was  superfluous.  It  could 
have  been  based  quite  as  logically  on  the  fact  that  rain  "  causes  " 
us  to  carry  umbrellas,  and  to  wear  waterproof  coats.  The 
African  variety  of  mankind  adopts  the  reverse  policy,  but  no 
less  appropriate  to  the  occasion.  He  discards  all  of  his  scanty 
wardrobe  and  gives  his  naked  skin  a  coat  of  palm  oil.  The 
birds  can  not  change  or  take  off  their  feathers,  but  their  own 
organization  provides  a  convenient  supply  of  oil,  and  an  instinct 
to  use  it  when  needed.  Plants  can  neither  go  in  when  it  rains 
nor  oil  themselves,  but  many  plants  grow  a  water-shedding  coat 
of  wax  or  of  fine  hairs  on  the  upper  surfaces  of  their  leaves. 

All  species  of  plants  and  animals  have,  as  already  remarked, 
not  only  their  general  specific  methods  of  development,  but  they 
have  in  addition  certain  ranges  of  adjustment  to  the  different 
conditions  under  which  they  are  able  to  exist.  The  environ- 
mental qualifications  of  a  species  are  not  to  be  represented  by  a 
single  point,  but  by  maximal  and  minimal  boundaries,  like  the 
geographical  latitudes  and  longitudes  which  may  be  used  to 
indicate  its  position  on  the  earth's  surface. 


ASPECTS    OF    KINETIC    EVOLUTION  203 

It  is  usually  possible  to  discover  somewhere  between  the  pro- 
hibitive extremes  an  optimum  condition,  or  a  locality  where  the 
fullest  development  of  the  species  takes  place.  Unfavorable 
conditions  multiply  as  the  boundaries  are  approached,  and 
development  is  variously  impeded  and  restricted,  but  surely  the 
ability  of  the  organisms  to  accept  or  to  avoid  a  measure  of  such 
restrictions  and  to  achieve  an  existence  in  spite  of  them,  is  small 
warrant  for  concluding  that  the  conditions  afford  an  adequate 
biological  explanation  of  the  characters.  Still  less  are  we  justi- 
fied in  supposing  that  the  unfavorable  peripheral  conditions  are 
any  more  truly  causative  than  the  central  optima.  Adverse  cir- 
cumstances, by  restricting  development,  would  seem  rather  to 
require  the  organism  to  put  forth  more  active  energies,  not  of 
development  merely,  but  of  accommodation  as  well.  And  yet 
it  is  in  abnormal  features  arising  under  abnormal  conditions 
that  the  evidences  of  environmental  causation  have  been  chiefly 
found. 

If  each  species  wrere  restricted  to  an  absolute  uniformity  of 
conditions  and  materials,  the  doctrine  of  environmental  causa- 
tion would  have  had  at  least  a  partial  justification,  whereas  the 
versatility  of  organisms,  instead  of  demonstrating  environmental 
causation,  renders  it  highly  improbable.  The  individual  mem- 
bers of  species  in  nature  are  different,  even  under  the  same  con- 
ditions ;  why  should  we  expect  them  to  be  alike  under  different 
conditions? 

For  some  species  the  range  of  environmental  conditions  is 
very  broad,  in  others  very  narrow.  The  fitness  of  the  latter 
type  of  species  may  appear  to  be  greater  than  the  former,  in  the 
sense  of  being  more  highly  specialized.  It  is  not,  however,  the 
extent  of  narrowly  specialized  fitness,  but  the  extent  of  widely 
varied  adjustment  which  generally  determines  the  range  of  dis- 
tribution and  the  numerical  prosperity  of  the  species. 

In  a  general  way  the  power  of  a  species  to  accommodate 
itself  to  different  environments  might  be  held  to  favor  evolution, 
because  it  would  improve  the  chances  of  sustained  numerical 
prosperity,  which  is  an  evolutionary  advantage.  It  does  not 
appear,  however,  that  "  plasticity"  wrould  be  especially  helpful 
in  the  evolution  of  the  particular  characters  which  might   be 


204  COOK 

modified  in  adjustments  to  the  different  conditions.  The 
"plasticity"  might  hinder,  even,  as  Professor  Metcalf  has 
recently  pointed  out,  for  the  ability  of  the  species  to  accom- 
modate itself  promptly  would  render  unnecessary  any  perma- 
nent progress  in  the  direction  of  these  particular  changes.1 

Of  permanent  effects  arising  from  the  influence  of  environ- 
ment upon  adjustment  changes,  there  would  remain  only  the 
possibility  that  a  species  which  had  once  possessed  a  wide  range 
of  accommodation,  might  lose  this  by  long  disuse,  and  might 
thus  become  more  narrowly  specialized  as  a  result  of  environ- 
mental influence.  Thus  an  amphibious  species,  if  confined 
long  enough  to  a  strictly  terrestrial  habitat,  might  forget,  as  it 
were,  how  to  grow  in  water. 

That  experiments  have  not  yet  demonstrated  such  an  effect 
does  not  justify  a  general  denial  of  the  possibility.  The  phe- 
nomenon would  be  no  less  real  if  it  took  a  hundred  or  a  thousand 
years  to  produce  it  than  if  it  required  only  five  or  ten.2  But  in 
any  case  the  result  would  be  negative  rather  than  positive, 
involving  a  diminution  of  the  powers  of  the  species  rather  than 
an  enlargement  of  them.  There  would  be  a  loss  of  characters 
instead  of  an  addition,  and  no  occasion  to  infer  that  environment 
had  aided  evolution.  The  case  would  be  quite  analogous  with 
the  influence  of  environment  through  natural  selection,  which  is 
likewise  not  constructive,  but  wholly  restrictive. 

Much  of  the  existing  terminology  of  evolutionary  discussion 
is  calculated  to  commit  us  in  advance  to  the  doctrine  that  the 
adjustment  is  caused  by  the  environment,  whereas  the  fact  is 
that  the  organisms  are  active  instead  of  passive,  and  are  able  to 
put  forth  their  own  efforts  toward  adjustment  to  the  varied 
external  circumstances.  It  is  only  in  a  loose  and  figurative 
sense  that  the  environment  can  be  said  to  cause  the  adaptive 
adjustments.  The  arctic  climate  "causes"  the  Esquimaux  to 
clothe  themselves  in  furs,  but  it  does  not  skin  the  fur-bearing 

'Metcalf,  M.  M.,  1906.  The  Influence  of  Plasticity  of  Organisms  upon  Evo- 
lution, Science,  N.  S.  23  :  789. 

2 An  additional  reason  for  caution  in  denying  the  possibility  of  a  loss  of  the 
power  of  accommodation  from  disuse  is  found  in  the  phenomenon  of  "  fixing  the 
type"  of  a  variety  by  selection.  The  normal  diversity  tends  to  disappear  when 
only  one  carefully  selected  type  of  the  variety  is  bred  for  several  generations. 


ASPECTS    OF    KINETIC    EVOLUTION  205 

animals  and  sew  their  pelts  together.  We  say,  similarly,  that 
a  desert  climate  "causes"  a  plant  to  become  more  hairy,  but 
this  is  as  yet  a  mere  figment  of  speech.  We  have  no  notion  of 
the  chain  of  biological  events  coming  between  the  dryness  and 
the  hairs.  We  can  appreciate  the  advantage  of  the  reduced 
transpiration,  but  we  do  not  know  how  the  plant  puts  on  the 
additional  protection  against  the  dry  atmosphere. 

ALTERNATIVE    ADJUSTMENT    CHARACTERS. 

We  shall  hardly  come  to  understand  aright  the  relation  of 
fitness  to  evolution  until  we  accustom  ourselves  to  thinking  of 
these  variations  of  accommodation  or  so-called  "  environmental 
reactions  "  as  expressions  of  the  power  of  the  plant  or  animal  to 
choose,  as  it  were,  between  alternative  methods  of  growing  and 
of  conducting  the  functions  of  existence. 

Organic  versatility,  plasticity,  or  whatever  it  may  be  called, 
does  not  conduce  to  the  rapid  development  of  specialized  char- 
acters (adaptation),  or  to  the  multiplication  of  new  groups  (specia- 
tion),  but  it  is  undoubtedly  of  vast  practical  importance  in  the 
economy  of  species.  Some  species  have  little  of  this  readiness 
of  adjustment,  while  others  are  able  to  adopt  a  great  variety  of 
forms  and  can  thus  take  advantage  of  opportunities  of  existence 
under  a  great  diversity  of  natural  conditions.  By  keeping  open 
a  larger  number  of  alternative  lines  of  progress,  the  power  of 
accommodation  very  greatly  increases  the  ability  of  species  to 
solve  their  environmental  problems.  The  environment  is  unable 
to  prevent  such  groups  from  accumulating  many  kinds  of  varia- 
tions or  from  making  trial  of  them,  as  it  were,  in  a  great  variety 
of  combinations.  This  affords  the  best  of  opportunities  for  the 
construction  of  new  types  with  enlarged  environmental  resources, 
instead  of  providing  merely  for  the  differentiation  of  narrowly 
localized  and  specialized  species. 

The  different  characters  assumed  by  a  species  in  accommodat- 
ing itself  to  different  environments  are  not  less  characters  of  the 
species  because  they  are  shown  simultaneously  than  if  they 
were  developed  in  successive  epochs  of  evolution.  The  only 
sense  in  which  they  are  not  characters  of  the  species  is  the  nar- 
rowly taxonomic  one  in  which  species  are  treated  as  having 


206  COOK 

"  identity  of  form  and  structure."  Characters  changed  when 
conditions  change  are  to  be  reckoned  as  alternative  characters, 
no  less  than  sexual  differences.  Indeed,  the  sex  determination 
itself  sometimes  appears  as  an  incident  of  environmental  adjust- 
ment.1 

Alternation  of  generations  and  dimorphism  afford  further 
analogies.  There  is  no  warrant  for  the  supposition  that  the  evo- 
lutionary status  of  any  of  these  kinds  of  characters  is  different 
from  that  of  characters  which  appear  in  all  individuals  of  the 
species.     Professor  Metcalf  says  : 

"A  high  degree  of  plasticity  hinders  evolution  b}r  selection, 
of  characters  similar  to  those  acquired  by  plastic  response  to  the 
environmental  influences." 

This  seems  to  imply  that  alternative  characters  which  appear 
responsively  have  to  be  acquired  over  again  by  selection  in  order 
to  become  genuine  results  of  evolution.  If  this  were  true  selec- 
tion might  indeed  be  impeded.  Such  a  distinction  is  not  illogical, 
but  it  applies  only  in  the  metaphysical  systems  of  evolution 
which  assume  that  selection  causes  evolution  and  that  environ- 
ment causes  characters. 

A  character  which  can  be  varied  readily  and  which  thus 
increases  the  power  of  the  species  to  accommodate  itself  to  varied 
environments  is  much  more  valuable  than  one  which  is  not 
capable  of  such  adjustment,  and  there  is  no  reason  to  suppose 
that  selection  would  favor  the  development  of  a  non-adjustable 
form  of  the  same  character.  Moreover,  both  the  character  itself 
and  its  adjustability  or  "  plasticity"  are  already  genuine  evolu- 
tionary results  reached  by  the  same  processes  as  any  other 
characters. 

It  is  only  when  we  have  allowed  our  meanings  to  slip  from 
harmless  abstractions  to  fictitious  concretions  that  we  explain 
evolution  by  selection  and  characters  by  plastic  response  to 
environmental  influences.  However  unobjectionable  such  ex- 
pressions may  be  if  used  in  sufficiently  general,  literary  senses, 
they  are  dangerously  misleading  as  the  basis  of  physiological 
inferences,  because  they  take  for  granted  unproved  and  improb- 
able assumptions,  such  as  the  causing  of  characters  by  environ- 

1  See  Fink,  B.,  1906.    Plant  World,  9  :   183. 


ASPECTS    OF    KINETIC    EVOLUTION  20J 

ment  and  the  causing  of  evolution  by  selection,  assumptions 
which  rest  in  turn  on  the  still  more  general  and  obviously 
erroneous  assumption  that  species  are  normally  uniform  and 
stationary,  whereas  they  are  neither.  It  will  some  day  be 
reckoned  as  one  of  the  paradoxical  incidents  of  biological  history 
that  this  static  theory,  which  is  simply  a  relic  of  pre-Darwinian 
doctrine  of  special  creation,  should  have  been  cherished  most 
jealously  by  the  ultra-materialistic  school  of  biology. 

ENVIRONMENTAL    ADJUSTMENT  ANALOGOUS    TO    LOCOMOTION. 

The  power  of  locomotion  is  a  very  important  adaptive  char- 
acter of  organisms  because  it  gives  great  freedom  of  choice  of 
environment.  The  hippopotamus,  for  example,  is  an  aquatic 
animal,  but  the  brief  nocturnal  excursions  to  the  grassy  river- 
bank  or  to  the  neighboring  rice  farm  keep  the  huge  bulk  alive. 
Being  animals  ourselves  and  accustomed  to  use  our  powers  of 
locomotion  to  change  our  environments,  we  fail  to  appreciate 
this  form  of  adaptation  and  view  with  much  wonder  the  fact 
that  organic  types  have  other  means  of  dealing  with  environ- 
mental problems. 

Unable  to  change  their  environments,  they  have  the  alterna- 
tive power  of  changing  their  characters  and  of  behaving  in  dif- 
ferent ways  in  different  environments.  Some  of  the  most 
striking  instances  of  this  kind  are  afforded  by  a  series  of  plants 
(belonging  to  diverse  and  unrelated  natural  families)  which  can 
live  either  in  water  or  on  land,  and  which  have  two  sets  of  char- 
acters appropriate  to  the  alternative  habitats.  On  land  they  have 
the  characters  of  other  land  plants,  in  water  the  characters  of 
other  aquatics.  The  mystery  is  that  they  can  change  from  the 
one  to  the  other.  Some  have  imagined  that  if  we  could  find  out 
how  this  change  is  accomplished  we  would  have  penetrated  to 
the  causes  of  evolutionary  changes  in  general.  The  analogy 
between  locomotion  and  environmental  adjustment  has  been 
overlooked,  along  with  the  probability  that  both  these  methods 
of  adjustment  have  been  attained  by  the  same  evolutionary 
processes.  They  are  finished  products  and  not  merely  charac- 
ters in  the  making. 

The  elasticity  of  muscular  tissues  is  onlv  one  of  the  many 


208  COOK 

methods  by  which  organisms  are  able  to  place  themselves  in 
more  advantageous  relations  to  their  environment,  and  to  man- 
ifest a  power  of  choice  with  reference  to  external  circumstances. 
Even  among  the  simplest  types  of  organic  structure  this  faculty 
is  definitely  in  evidence.  The  slime-moulds  (myxomycetes)  pass 
the  vegetative  period  of  their  existence  in  rotten  wood  or  other 
decaying  vegetable  matter.  By  simple  amoeboid  movements 
the  naked,  softly  slimy  protoplasm,  of  which  these  primitive 
organisms  consist,  is  able  to  creep  out  at  maturity  to  an  exposed 
surface  before  giving  up  its  water  and  separating  itself  into  dry, 
wind-blown  spores. 

To  better  accomplish  the  work  of  dissemination  many  of  the 
myxomycetes  have  the  hereditary  talent  or  instinct  to  subdivide 
their  colony  into  small  masses,  each  of  which  builds  itself  a 
stalk  to  climb  upon.  There  is  then  built  out  from  this  stalk  a 
network  of  threads  to  hold  the  spores  so  that  they  can  be  sifted 
out  and  scattered  gradually  by  the  wind,  instead  of  falling  at 
once  to  the  ground.  The  stalk-building  myxomycetes  do  not 
work,  however,  by  any  arbitrary  or  merely  mechanical  stand- 
ards. When  the  surface  of  the  decaying  log  over  which  they 
have  spread  themselves  at  maturity  is  uneven,  so  that  a  part  of 
them  must  stand  in  wet  depressions  or  chinks  of  the  bark,  these 
have  longer  stems  than  the  others.  In  some  species  only  those 
in  the  wet  situations  will  have  stems,  while  those  in  exposed 
places  will  remain  seated  directly  on  the  substratum. 

The  building  of  the  stem  and  the  climbing  up  are  not  two  dif- 
ferent adaptations,  but  are  merely  the  two  aspects  of  the  same 
act  of  adjustment  to  environmental  conditions.  In  some  con- 
nections it  may  do  no  harm  to  say  that  the  wet  situation  causes 
the  long  stem  and  causes  the  slime  mould  to  climb  up,  but  for 
biological  purposes  all  such  statements  must  mean  very  little 
until  we  know  something  of  the  chain  of  events  between  the 
wetness  and  the  building  and  climbing.  Still  less  defensible  is 
the  policy  of  saying  that  the  stem  is  "  caused"  by  the  environ- 
ment while  the  motion  is  "spontaneous"  in  the  organism. 
Mechanical  biologists  would  be  consistent,  at  least,  in  ascribing 
both  acts  to  "  stimuli." 

The  myxomycetes  have  long  been  objects  of  special  interest  in 


ASPECTS    OF    KINETIC    EVOLUTION  20O. 

the  scientific  world  because  they  have  been  thought  to  combine 
the  characters  of  animals  and  of  plants  and  thus  to  afford  a  con- 
necting link  between  the  two  organic  kingdoms.  Beginning  with 
such  a  primitive  and  undifferentiated  form  of  life,  it  is  easy  to  think 
of  the  animals  as  gradually  specializing  the  power  of  locomo- 
tion, the  plants  the  alternative  powers  of  morphological  and 
physiological  adjustment.  The  animals  excel  in  seeking  their 
own  environments,  the  plants  in  the  ability  to  take  what  comes. 

The  purpose  of  this  rehearsal  of  elementary  facts  is  merely 
to  convey,  if  possible,  the  suggestion  of  an  idea  of  organic 
elasticity,  so  to  speak,  of  which  muscular  contractility  and  loco- 
motion are  the  extreme  specializations,  but  which  extends  into 
all  departments  of  organic  activity,  morphological  as  well  as 
physiological.  Some  may  still  prefer  to  say  that  the  environ- 
ment "  causes"  the  adjustments  to  be  made,  but  it  will  remain 
none  the  less  true  that  the  organisms  themselves  make  the 
adjustments. 

Zoologists  speculate  on  such  questions  as  whether  the  eggs  of 
Vancouver  wood-peckers,  if  transferred  to  Arizona,  would  hatch 
Arizona  wood-peckers,  or  whether  the  transferred  individuals 
would  gain  Arizona  characters  in  a  few  generations.  What  the 
wood-peckers  might  or  might  not  do  depends  on  the  amount  of 
organic  elasticity  which  they  may  happen  to  possess,  but  the  ex- 
periment is  unnecessary  for  answering  the  general  question, 
since  plants  show  a  high  development  of  these  powers  of  prompt 
adjustment  to  diverse  conditions.  It  is  not  even  necessary  that  the 
eggs  be  hatched  in  Arizona.  Many  plants,  as  already  noted, 
can  adjust  themselves  to  such  changes  at  any  stage  of  their  ex- 
istence, and  are  regularly  accustomed  to  do  so.  They  are  both 
fish  and  flesh.  In  water  they  have  the  form,  structure  and  func- 
tions of  other  strictly  aquatic  species ;  on  land  they  are  equally 
ready  to  behave  as  terrestrial  species. 

Needless  to  say,  hundreds  of  plants  have  been  described  as 
new  species  which  proved  afterward  to  be  only  land,  water, 
shade,  sun,  or  other  environmental  forms  of  previously  known 
species,  and  such  unnecessary  "species"  continue  to  be  de- 
scribed. There  is  no  way  to  ascertain  from  a  few  her- 
barium specimens  whether  their  differences  represent  the  results 


210  COOK 

of  evolution  as  isolated  groups  or  are  merely  adjustments  to 
different  conditions,  any  more  than  it  could  be  ascertained  with- 
out local  study  whether  an  individual  bird-skin  represented  a 
regular  resident,  a  migrant,  or  a  still  more  accidental  visitor. 

In  this  merely  taxonomic  or  nomenclatorial  sense  the  envi- 
ronment can  be  said  to  cause  species,  but  such  a  statement  has 
no  warrant  in  the  field  of  evolution.  If  we  have  undertaken  to 
diagnose  species  by  characters  which  represent  merely  environ- 
mental adjustments  our  only  course  for  the  future  is  to  recognize 
and  rectify  our  mistakes,  and  not  attempt  to  utilize  them  as  the 
basis  of  doctrines  of  environmental  causes  of  evolution. 

For  physiological  and  evolutionary  purposes  the  species  is  not 
to  be  thought  of  in  the  mere  systematic  sense,  as  represented  by 
the  original  specimen  or  even  by  the  form  in  which  the  plant 
appears  in  what  are  supposed  to  be  its  normal  conditions.  The 
■physiological  and  evolutionary  species  covers  all  the  forms  tinder 
zvhich  the  organism  can  maintain  itself  and  complete  its  life- 
history,  to  say  nothing  of  the  definitely  abnormal  results  shown 
when  conditions  are  too  adverse. 

Adjustment  characters,  as  such,  are  not  inherited,  according 
to  the  usual  definition  of  inheritance,  that  is,  they  are  not 
necessarily  repeated  in  each  generation,  but  are  readily  recover- 
able when  needed,  even  after  long  periods  of  time.  The  plant 
or  animal  if  kept  for  many  generations  under  the  same  envi- 
ronment may  continue  to  show  the  same  adjustment,  but  this 
may  be  completely  changed  by  transfer  to  other  conditions  of 
growth.  Thus  at  4000  feet  coffee  has  a  more  strict  and  upright 
habit  of  growth,  darker,  firmer  foliage  and  larger  seeds  than 
at  2000  feet,  but  if  seedlings  from  the  two  altitudes  be  exchanged 
they  always  grow  into  trees  showing  the  characters  appropriate 
to  their  new  situations. 

It  appears,  therefore,  that  both  kinds  of  fitness,  the  general 
features  which  adapt  the  species  as  a  whole  to  its  place  in  nature, 
and  the  special  powers  of  adjustment  which  assure  to  the  indi- 
vidual a  certain  latitude  of  environmental  opportunities,  are 
normal  characters  of  species,  quite  as  much  as  those  which 
have  no  such  acute  relations  to  the  environment.  Unless  we 
can  resume   and  carry  to  completion   the   Darwinian   task  of 


ASPECTS    OF    KINETIC    EVOLUTION  211 

proving  that  all  characters  have  arisen  as  useful  adaptations, 
other  methods  and  causes  of  evolution  must  be  sought.  To 
question  the  adequacy  of  selective  and  environmental  causes  is 
to  admit  at  least  the  possibility  that  such  theories  are  completely 
erroneous,  for  any  causes  which  are  adequate  to  produce  and 
develop  useless  characters  can  produce,  a  fortiori^  useful  ones. 

There  are  enough  adaptations  to  occupy  many  naturalists  for 
many  life-times.  They  can,  if  they  prefer,  live  and  die  without 
hesitating  to  entertain  doubts  of  the  efficiency  of  enviromental 
causation.  And  yet  the  fact  will  remain  that  the  great  majority 
of  the  differences  between  related  species  and  between  the  indi- 
viduals of  the  same  species  have  no  environmental  utility  at  all, 
and  are  quite  unlikely  to  have  had  any.  This  is  not  to  be  as- 
certained by  denying  or  affirming  the  theoretical  utility  or  use- 
lessness  of  a  few  selected  characters,  but  by  observing  whole 
orders  and  classes  of  organisms  to  learn  the  general  proportions 
between  differences  of  characters  and  differences  of  environ- 
mental relations,  and  by  perceiving  that  the  former  vastly  out- 
number the  latter. 

The  fitness  which  the  individuals  of  a  species  of  plants  can 
attain  by  adjusting  themselves  to  the  special  conditions  is,  as  we 
have  seen,  a  kind  of  stepping  aside,  a  morphological  motion, 
put  forth  by  the  organism  itself  as  truly  as  are  the  coordinated 
muscular  acts  which  enable  the  higher  animals  to  move 
from  place  to  place  and  thus  to  choose  their  own  environ- 
ments. A  perennial  plant  must  arrange  to  tolerate  whatever 
extremes  of  temperature,  moisture,  and  exposure  to  sunlight  its 
habitat  may  provide.  Its  powers  of  making  such  adjustments 
may  be  reckoned  as  functions  of  its  tissues  and  organs  in  quite 
the  same  sense  as  locomotion  and  sustained  high  temperature 
are  functions  of  the  animal  organism.  The  plant  withstands  a 
temperature  range  of  a  hundred  degrees  and  more,  but  mammals 
and  birds  establish  their  own  temperatures  and  keep  them  ad- 
justed to  tenths  of  degrees.  It  is  a  regular  custom  for  many  of 
them  to  travel  annually  for  thousands  of  miles  to  find  congenial 
conditions.  The  arctic  plover  is  said  to  fly  every  year  the  whole 
length  of  the  continent  from  Greenland  to  Patagonia  and  back 
again.1 

'  Knowlton,  F.  H.     1902.     The  Journeyings  of  Birds,  Pop.  Sci.  Mon.  60  :  323. 


212  COOK 

The  power  to  make  or  maintain  such  adjustments,  whether 
by  changes  of  muscular  or  other  tissues,  may  well  be  reckoned 
as  a  character  of  a  species,  but  there  is  nothing  to  show  that 
morphological  powers  of  adjustment  are  different  in  any  evolu- 
tionary respect  from  the  others,  or  that  they  afford  any  warrant 
for  the  inference  that  evolutionary  changes  are  due  to  environ- 
mental differences,  or  that  they  arise  first  as  adjustments  to 
external  conditions.  Any  change  which  increases  fitness  has 
the  advantage  of  selective  encouragement,  and  is  thus  able  to 
exert  a  larger  influence  in  determining  the  evolutionary  course 
of  the  species,  so  that  evolution  tends  ever  toward  greater  fitness, 
though  other  lines  of  progress  are  not  excluded.  If  changes 
could  take  place  only  in  adaptive  characters,  the  difficulty  of 
maintaining  fitness  would  be  greatly  increased,  because  charac- 
ters would  need  to  be  useful  from  their  very  inception,  whereas 
they  have  now  the  possibility  of  becoming  useful  at  any  stage 
of  their  expression.  Selection  begins  to  discriminate  against  a 
character  only  when  it  has  become  harmful. 

SELECTIVE    PERFECTION    OF    ADAPTATIONS. 

It  is  not  intended  to  imply  that  there  are  never  any  direct 
reactions  to  environmental  influences  or  that  such  reactions  are 
never  of  advantage  to  the  organism.  The  Washingtonia  palm 
of  the  deserts  of  Southern  California  has  a  complete  covering 
of  dead  leaves  over  the  whole  length  of  its  trunk,  and  secures, 
no  doubt,  a  very  desirable  protection  against  the  extreme  heat 
and  dryness.  The  retention  of  the  leaves  is  made  possible 
because  the  climate  is  dry.  Palms  native  in  humid  regions 
usually  drop  their  dead  leaves  promptly,  but  if  not  they  are  soon 
weakened  by  decay  and  fall  away.  Such  coincidences  could 
scarcely  be  avoided  in  any  relations  so  complex  as  those  of 
biology,  but  it  does  not  appear  that  they  are  of  a  nature  or  fre- 
quency to  give  them  more  than  a  very  subsidiary  importance  in 
evolution. 

A  plant  or  animal  that  encounters  adverse  conditions  and  is 
not  able  to  obtain  sufficient  food  will  remain  stunted.  This 
small  size  is  an  advantage,  however,  in  a  region  where  food  is 
scarce  or  uncertain.     Nevertheless  it  is  those  individuals  of  the 


ASPECTS    OF    KINETIC    EVOLUTION  213 

species  which  are  naturally  small,  that  is  smaller  than  most  of 
their  kind,  even  under  favorable  conditions,  which  would  be 
able  to  make  this  reaction  most  successful,  since  they  would  be 
less  stunted,  or  less  abnormal,  than  the  others.  Thus  even  the 
simplest  cases  of  environmental  reaction  are  not  to  be  separated, 
for  evolutionary  purposes,  from  the  phenomena  of  normal  diver- 
sity among  the  members  of  the  species.  Selection,  as  far  as  it 
influences  the  movement  of  the  species  toward  adaptation,  works 
through  this  intraspecific  diversity  rather  than  through  the 
environmental  reactions.  The  reactions  are  not  selected,  but 
the  individuals  which  happen  to  excel  in  making  the  reactions. 

Another  case  illustrating  the  same  principles  is  that  of  the 
inconspicuous  colors  of  the  desert  animals.  Selection  is  sup- 
posed to  have  produced  these  inconspicuous  colors  because  they 
conceal  the  animals,  and  thus  give  them  protection  against  the 
enemies  to  which  they  would  otherwise  be  very  much  exposed. 
The  insecurity  of  this  assumption  becomes  apparent  as  soon  as 
we  consider  the  equally  striking  fact  of  nature  that  desert  plants 
also  have  the  same  series  of  dull  shades  of  pale  grayish  and 
brownish  colors.  It  would  seem,  therefore,  that  evolutionary 
inferences  regarding  the  colors  of  the  desert  organisms  will 
have  to  provide  for  the  plants  as  well  as  for  the  animals,  and 
that  they  must  not  depend  wholly  upon  the  idea  of  protection 
against  predaceous  foes. 

From  the  plants  it  is  very  easy  to  gain  another  clue  to 
causes  of  the  obscure  coloration.  The  vegetative  tissues  of 
desert  plants  are  usually  as  green  as  those  of  species  native  in 
humid  regions,  but  in  arid  climates  the  soft,  thin-walled,  green 
cells  have  to  be  covered  by  thick  integuments  to  protect  them 
from  the  dry  air,  and  from  too  great  intensity  of  light  and  heat. 
The  modified  colors  seem  to  be  purely  incidental  to  the  modified 
integuments  which  mask  the  green  tissues  within.  The  thick- 
ened, specialized  outer  skins  simply  protect  the  plants  against 
the  too  rapid  loss  of  water,  and  enable  them  to  withstand  more 
severe  conditions  of  drouth.  Many  other  species  living  under 
exactly  the  same  conditions  of  exposure  are  nevertheless  able  to 
retain  the  fresh  green  colors  of  plants  of  humid  regions,  because 
they  have  solved  their  transpiration  problems  in  other  ways,  just 


214 


COOK 


as  there  are  a  few  bright  colored  desert  animals.  The  pigments 
which  determine  the  color  lie  in  the  deeper  layers  of  the  skin, 
and  are  readily  concealed  by  a  thickening  of  the  superficial 
layers,  or  by  the  development  of  darker  pigments  above  to  pro- 
tect the  lower  cells  from  sunlight,  as  in  the  human  species. 
When  the  color  is  resident  in  an  outer  covering  of  hairs,  feathers, 
or  scales,  a  very  direct  environmental  reaction  takes  place,  for 
these  are  no  longer  actively  living,  and  the  strong  sunlight  can 
bleach  out  the  colors  as  well  while  the  animals  are  alive  as  after 
they  are  dead.  This  is  true  of  many  insects  and  also  of  the 
horned  toad,  young  or  recently  moulted  individuals  showing  a 
bright  yellow  which  is  lacking  in  the  old. 

Finally,  the  protective  coloration  doctrine  loses  another  instal- 
ment in  the  fact  that  in  the  brilliant  lights  of  deserts  no  colors 
are  very  conspicuous.  There  is  no  occasion,  so  to  speak,  for 
the  development  in  desert  animals  of  the  brilliant  tints  which 
may  enable  the  members  of  the  same  species  to  more  quickly 
recognize  each  other  in  the  sombre  depths  of  tropical  forests. 

There  have  been,  no  doubt,  many  cases  where  the  protective 
colors  have  been  of  immense  advantage  in  the  severe  struggle 
for  existence  to  which  animals  are  often  exposed.  Selection 
must  have  had  an  immense  influence  in  perfecting  the  marvel- 
lous adjustments  which  many  species  have  with  their  environ- 
mental conditions.  The  nicety  of  some  of .  these  adjustments 
cannot  be  exaggerated  —  it  is  already  past  credence.  A  little 
fish,  common  in  Liberia,  is  so  exactly  the  color  of  the  water- 
covered  sandy  stream-beds  over  which  it  swims  that  its  presence 
is  often  betrayed  only  by  the  darting  shadows.  A  little  frog 
living  in  the  sandy  pools  of  the  California  desert  canyons  has 
the  same  elaborately  speckled  browns  and  grays,  and  likewise 
becomes  invisible,  except  for  the  shadows.  A  slender  pale  gray 
lizard  of  the  Colorado  desert  of  southern  California  even  excels 
the  fish  and  the  frog,  for  it  seems  to  have  the  instinct  of  always 
facing  the  sun  when  it  stands  upon  a  stone  to  gain  a  lookout. 
In  this  position  both  its  color  and  its  shadow  coincide  with  those 
of  the  stone,  and  the  concealment  is  perfect. 

The  subject  is  one  of  tempting  interest  of  detail,  but  enough 
has  been  said,  perhaps,  to  make  it  evident  that  the  dull  colora- 


ASPECTS    OF    KINETIC    EVOLUTION  2  I  5 

tion  of  desert  animals  is  a  very  complex  phenomenon,  not  to  be 
explained  merely  by  coincidence,  nor  by  environmental  reac- 
tion, nor  even  by  the  selection  of  reactions. 

The  possibility  of  developing  such  elaborate  contrivances  is 
not  adequately  conceived  until  we  are  able  to  think  of  the  species 
as  having  an  active  instead  of  a  merely  passive  evolution,  until 
we  recognize  that  species  have  internal  as  well  as  external 
reasons  for  continuing  to  put  forth  variations  of  all  the  charac- 
ters they  possess,  as  long  as  the  environment  does  not  forbid. 
The  endless  possibilities  of  adjustment  can  then  be  realized,  for 
the  narrower  the  environmental  road  the  more  definitely  adap- 
tive must  be  the  evolutionary  motion  of  the  species. 

ORGANIC    UTILITY    AND    ENVIRONMENTAL    FORTUITY. 

The  utility  of  new  characters  is  not  to  be  narrowly  restricted 
to  the  environmental  sense.  New  characters  can  be  thought  of 
as  having  what  may  well  be  termed  an  organic  utility,  quite 
apart  from  their  effects  upon  environmental  relations.  They 
may  afford  a  desirable  stimulation  like  that  commonly  shown  in 
the  greater  vigor  of  crosses  between  organisms  not  too  unlike, 
and  they  may  also  contribute  to  the  structural  perfection  and 
general  efficiency  of  the  organism.  Both  these  effects  of  new 
characters  would  give  the  new  type  environmental  and  selec- 
tional  advantages,  but  indirectly,  and  not  to  the  exclusion  of 
other  more  definitely  adaptive  contributions  to  constructive 
evolution. 

In  the  recognition  of  physiological  values  for  new  characters 
the  kinetic  theory  of  evolution  diverges  widely  from  the  older 
doctrine  that  species  are  normally  constant  and  stationary  until 
changes  are  brought  about  by  environmental  influences.  Al- 
though often  misnamed  dynamic,  this  conception  was  in  reality 
static,  for  the  organisms  were  supposed  to  have  no  power  of 
change  except  as  worked  upon  by  the  external  causes.  Never- 
theless, variations,  even  when  ascribed  to  the  environment,  were 
often  held  to  be  merely  fortuitous  in  their  relations  to  evolution, 
for  it  was  not  believed  that  they  would  be  preserved  and  accen- 
tuated except  by  natural  selection.  The  development  of  useless 
characters  could  not  be  admitted  under  this  theory,  although  it 
Proc.  Wash.  Acad.  Sci.,  December,  1906. 


2l6  COOK 

has  become  increasingly  obvious  that  many  of  the  characters 
which  differentiate  related  species  and  genera  are  quite  lacking 
in  environmental  utility,  and  probably  always  have  been. 
Many  characters  which  are  now  useful  could  have  had  little  or 
no  utility  at  the  time  of  their  inception  unless  they  appeared 
suddenly  in  a  highly  developed  state,  as  suggested  by  the  now 
popular  doctrine  of  mutation. 

The  kinetic  theory  enables  us  to  understand  that  during  the 
earlier  period,  while  a  character  has  only  an  organic  utility,  it 
nevertheless  tends  to  be  preserved  and  to  become  more  and 
more  accentuated,  in  accordance  with  the  principle  of  kinesis 
or  prepotency  of  new  variations  and  recently  acquired  characters, 
just  as  though  the  species  were  actively  concerned  to  test  the 
environmental  possibilities  of  each  of  the  new  characters  it  may 
be  able  to  develop.  In  this  view  there  is  no  period  in  which 
the  new  character  is  entirely  useless.  Its  continued  develop- 
ment is  normal  and  advantageous  on  the  ground  of  organic 
utility,  unless  it  happens  to  encounter  some  environmental 
obstacle  which  forbids  further  advance,  or  unless  an  excessive 
development  is  attained  which  weakens  or  unbalances  the 
organism. 

In  comparatively  rare  cases  an  acute  natural  selection  may 
intervene  and  establish  a  standard  for  the  species  by  eliminating 
all  individuals  which  do  not  have  a  certain  character  developed 
to  a  required  degree.  If  only  one  course  of  evolution  remains 
open,  progress  in  this  direction  may  be  greatly  accelerated,  for 
as  the  normal  diversity  of  descent  is  eliminated  the  prepotency 
of  the  remaining  variations  appears  to  increase.  This  is  not 
because  the  environment  is  hastening  the  perfection  of  a  new 
form  of  fitness,  but  because  it  is  of  the  nature  of  species  to 
change,  and  to  continue  in  the  direction  of  further  development 
of  the  characters  already  possessed. 

As  far  as  environmental  causes  are  concerned,  there  appears 
to  be  complete  fortuity  in  the  appearance  and  development  of 
characters,  except  as  selective  specialization  intervenes.  This 
may  occur,  of  course,  at  any  time  in  the  development  of  the 
character,  and  may  lend  it  an  environmental  significance  not 
possessed  before,  and  perhaps  not  continued  except  for  a  limited 


ASPECTS    OF    KINETIC    EVOLUTION  2\J 

period  or  stage  of  development.  Thus  the  monkeys  and  anthro- 
poid apes  seem  to  have  secured  from  their  larger  brains  no 
special  advantage  over  other  animals.  No  species  of  anthro- 
poids seems  to  have  become  very  abundant  or  widely  distributed. 
Only  one  member  of  the  group  continued  brain-development  to 
the  point  of  utility  in  the  struggle  for  existence,  and  gradually 
gained  supremacy  over  the  mundane  creation.  But  mental 
development  has  by  no  means  remained  restricted  to  simple 
environmental  requirements.  Cerebral  convolutions  have  con- 
tinued to  multiply  among  the  more  specialized  or  highly  civilized 
varieties  of  mankind  until  they  have  become,  if  recent  statistics 
are  to  be  trusted,  a  positive  hindrance  to  the  well-being  of  the 
species,  like  the  overgrown  plumage  of  the  pheasants  and  birds- 
of-paradise,  or  the  burdensome  antlers  of  the  extinct  Irish  elk. 
Civilized  man  is  now  facing  a  crisis  in  his  own  evolution.  He 
must  soon  decide  whether  he  will  make  use  of  his  over-developed 
intellect  for  solving  the  problems  which  now  beset  his  existence, 
or  allow  it  to  carry  him  entirely  out  of  contact  with  his  environ- 
ment and  compass  his  destruction.  As  the  supply  of  barbarous 
peoples  of  high  mentality  has  almost  run  out,  the  present  experi- 
ment of  our  race  with  civilization  presents  an  element  of  histor- 
ical finality  which  adds,  if  possible,  to  the  natural  interest  of 
such  phenomena.  All  former  civilizations  of  the  European  or 
Mediterranean  peoples  have  proved  suicidal.  It  remains  to  be 
seen  whether  the  modern  faith  in  science  will  be  justified  by 
the  finding  of  means  to  avoid  another  repetition  of  history. 

Capable  individuals  tend  always  to  assume  parasitic  habits 
and  to  become  infertile,  until  the  race  is  represented  only  by  the 
relatively  incapable  immunes,  upon  whom  civilization  gets  no 
hold.  Science  must  make  plain  to  capable  people  the  folly  of 
becoming  parasites,  or  of  permitting  parasitism.  Scientific  dis- 
coveries have  placed  civilized  man  in  many  new  relations  with 
his  environment,  but  these  relations  must  have  complete  bio- 
logical adjustment  if  they  are  to  contribute  to  the  evolutionary 
progress  of  the  race.  Scientific  discoveries  have  transformed 
the  arts  of  production  and  transportation,  but  they  have  had  no 
corresponding  influences  upon  social  organization.  Luxury, 
idleness  and  over-education  are  dangers  to  society,  not  merely 


2l8  COOK 

nor  principally  because  they  are  connected  with  an  unjust  divi- 
sion of  material  wealth,  but  also  because  they  rob  the  race  of  its 
most  capable  elements.  However  cruel  and  pitiful  the  fate  of 
the  incapable  who  are  being  eliminated  in  slums  and  factories, 
deterioration  is  no  less  real  at  the  other  end  of  the  social  series, 
and  the  loss  to  the  race  is  far  greater. 

Instead  of  dwelling,  as  has  been  customary,  upon  the  fortuity 
of  variations  and  of  evolution,  we  might  often  gain  a  clearer 
insight  by  reversing  the  points  of  view  and  appreciating  the  fact 
that  it  is  the  environment  which  is  fortuitous  rather  than  the 
development  of  species.  Whether  a  character  be  useful  or  use- 
less depends  entirely  upon  the  circumstances  in  which  the 
organism  is  obliged  to  exist.  Nowhere  is  this  better  shown 
than  in  man  himself.  The  qualities  necessary  to  a  safe  and 
prosperous  existence  in  barbarism  may  be  thoroughly  disad- 
vantageous in  a  member  of  a  civilized  community.  The  only 
way  in  which  the  development  of  desirable  qualities  may  be  sub- 
stantially encouraged  is  by  furnishing  conditions  in  which  they 
are  advantageous,  not,  perhaps,  in  the  way  in  which  advantage 
is  commonly  reckoned,  but  in  ways  which  shall  conduce  to  the 
biological  end  of  increasing,  relatively  at  least,  the  better  ele- 
ments of  the  race,  instead  of  tending  to  eliminate  them. 

The  causes  and  remedies  of  these  conditions  are  not  to  be 
considered  here,  the  object  being  merely  to  illustrate  from  the 
history  of  man  what  is  no  doubt  a  general  experience  of  species 
in  nature,  the  change  of  the  status  of  a  character  from  useless 
to  useful  and  then  to  harmful,  depending  upon  this  fortuitous 
relation  between  the  character  and  the  conditions.  That  only 
one  species  out  of  the  millions  which  share  with  us  the  surface 
of  our  Earth  should  have  developed  intelligence,  reason,  con- 
sciousness, and  personality,  has  appeared  very  strange,  but  it 
seems  still  more  remarkable,  when  the  vicissitudes  of  the  journey 
are  considered,  that  even  this  one  should  have  reached  so  unique 
a  distinction,  and  more  mysterious  yet  that  it  should  continue  to 
climb  the  same  summit  far  beyond  any  environmental  or  selec- 
tive requirements,  and  even  in  despite  of  such  requirements. 
Nevertheless,  we  are  but  doing  what  other  species  of  organisms 
and  other  races  of  men  have  done  before,  with  the  single  excep- 


ASPECTS    OF    KINETIC    EVOLUTION  2 1 9 

tion,  perhaps,  of  a  better  appreciation  of  the  fate  that  is  already 
befalling  ns. 

Another  highly  specialized  animal,  the  fig  insect,  affords  an 
equally  instructive  illustration  of  the  possibility  that  a  character 
may  develop  past  the  point  of  fitness,  and  become  dangerous  to 
the  species.  The  fig  insects  are  much  too  highly  specialized 
to  be  able  to  lead  a  free  existence.  They  live  only  in  the  fruits 
of  fig  trees,  which  may  very  properly  be  said  to  have  domesti- 
cated them  as  their  only  means  of  securing  cross-fertilization. 
The  two  species,  the  insect  and  its  fig  tree,  have  thus  a  mutual 
interdependence  of  a  very  complete  kind.  In  addition  to  their 
physical  peculiarities,  the  female  insects  have  the  highly  special- 
ized instinct  to  find  the  young  fig  fruits  and  to  force  their  way 
into  them,  often  with  much  difficulty  and  the  loss  of  their  wings, 
so  that  further  flight  is  impossible.  The  utility  of  the  insect 
depends  finally  upon  the  fact  that  it  is  stupid  enough  not  to  dis- 
tinguish between  the  male  and  female  fig  trees.  The  difference 
is  a  fatal  one  for  the  individual  insect,  for  those  which  enter  the 
female  figs  are  lost.  Their  eggs  never  develop,  and  they  leave 
no  progeny,  the  perpetuation  of  the  species  devolving  upon  the 
relatively  few  insects  which  happen  to  reach  male  instead  of 
female  trees.  Young  male  flowers  are  extremely  scarce  at  the 
time  when  the  principal  generation  of  insects  emerges,  as  though 
to  definitely  force  them  to  carry  pollen  to  the  female  trees. 

It  is  evident  that  the  continued  success  of  this  method  of  pol- 
lination depends  upon  a  very  acute  adjustment  of  the  intelli- 
gence of  the  insects.  They  must  know  enough  to  seek,  enter 
and  fertilize  the  fig  flowers,  but  not  enough  to  distinguish  be- 
tween those  of  the  male  and  of  the  female  trees.  All  of  the 
insects  which  are  really  useful  to  the  fig  species  in  enabling  it 
to  ripen  its  seed  are  lost  to  the  insect  species,  for  their  eggs  have 
no  chance  of  development.  From  the  standpoint  of  the  insect 
species  there  is  an  acute  natural  selection  in  favor  of  those  which 
go  to  the  flowers  of  male  trees,  but  if  there  should  anywhere  be 
developed  an  instinctive  preference  for  the  male  trees  so  that 
the  fruits  of  the  female  trees  remained  unvisited,  the  fig  would 
cease,  in  that  region,  to  produce  seed,  and  would  become  ex- 
tinct, along  with  its  insect  tenant. 


220  COOK 

The  selection  which  would  eliminate  the  over-wise  insects 
would  not  be  applied  to  them  directly,  but  to  the  trees  which 
have  become  completely  dependent  upon  their  insect  servants. 
Their  highly  specialized  flower-receptacles  are  so  tightly  closed 
that  no  other  insects  will  enter.1  When  once  such  a  delicate 
adjustment  of  structures  and  instincts  breaks  down,  the  parts  are 
as  useless  as  a  watch  that  will  not  keep  time.  The  utility  de- 
pends only  on  the  adjustment,  and  when  the  adjustment  has 
become  highly  complex  changes  are  far  more  likely  to  disturb 
than  to  improve  it.  Highly  specialized  types,  those  upon  which 
selection  has  exerted  the  most  successful  influence,  are  ever  the 
most  liable  to  sudden  and  complete  extinction,  as  geological 
history  has  already  shown. 

Close  adjustments  induced  by  selective  influence  are  not,  in 
the  long  run,  truly  advantageous.  The  chances  of  survival  are 
not  increased  by  close  adjustment,  but  by  the  continuation  of 
development  of  characters  which  allow  a  wide  range  of  possi- 
bilities of  existence  under  different  environmental  conditions. 
From  the  standpoint  of  the  species,  changes  of  the  environment 
are  fortuitous,  and  the  utility  of  adjustments  is  also  fortuitous 
and  temporary.  Indeed,  the  study  of  adaptations  alone  might 
have  suggested  caution  in  the  acceptance  of  the  doctrine  of  en- 
vironmental causation,  for  a  vast  number  of  adaptations,  and 
perhaps  the  majority  of  them,  do  not  have  reference  to  the  en- 
vironment, but  are  devices  for  keeping  the  species  together,  that 
is,  for  facilitating  symbasic  interbreeding.  To  this  class  of  sym- 
basic  adaptations  belong  the  whole  series  of  specializations  of 
flowers  to  secure  the  visits  of  insects,  the  group  of  phenomena 
which  has  probably  figured  more  largely  than  any  other  as  an 
evidence  that  adaptation  is  a  genuine  phenomenon  of  nature  and 
not  merely  an  elaborate  collection  of  coincidences.  These 
cross-fertilizing  adaptations  are  real  and  wonderful,  but  the 
plants  instead  of  having  been  acted  upon  by  external  influences 
have  taken   advantage  of  the  environment  to  enable  them  to 

1 A  wild  species  of  fig  native  in  the  Comitan  district  of  the  Mexican  state  of 
Chiapas  has  its  fruits  so  completely  closed  that  even  the  fig  insects  can  no  longer 
emerge  by  the  natural  aperture,  but  are  obliged  to  bore  through  the  wall  of  the 
fruit  to  let  themselves  out.  Mr.  W.  T.  Swingle  informs  me  that  this  is  true  also 
of  the  sycamore-figs  of  the  Old  World. 


ASPECTS    OF    KINETIC    EVOLUTION  221 

maintain  and  extend  the  normal  organization  of  the  species. 
The  individual  plant  gains  no  advantage  from  cross-fertilization  ; 
the  advantage  appears  only  when  the  results  are  viewed  from 
the  standpoint  of  the  species. 

FITNESS    BY    CORRELATION    OF    VARIATIONS. 

No  one  has  appreciated  more  keenly  than  Darwin  himself  the 
limitation  of  his  doctrine  of  selection  in  the  way  of  providing 
new  characters  of  fitness  on  which  selection  could  work.  He 
continued  with  persistence  the  search  for  adaptive  significances 
of  characters,  and  supplemented  his  discoveries  in  that  direction 
by  the  hypothesis  of  the  correlation  of  variations.  This  assumes 
that  the  characters  which  are  being  developed  by  selection  carry 
with  them  the  development  of  other  characters,  some  of  which 
may  remain  useless  while  others  attain  utility  and  thus  become 
in  turn  the  objects  of  selective  education.  It  is  as  though  charac- 
ters were  fastened  together  in  groups  like  chairs  and  tables  so 
that  they  could  be  hitched  along  first  by  one  leg  and  then  by 
another. 

Instances  of  correlation  between  characters  have  been  found, 
and  the  suggestion  gains  somewhat  from  the  fact  that  mutations 
of  independent  origin  often  show  close  similarity  although  dif- 
fering from  the  parent  type  in  numerous  characters  instead  of  in 
one  only.  Such  a  mutation  might  receive  a  selective  advantage 
for  one  character,  though  the  others  would  be  preserved  at  the 
same  time.  Nevertheless,  this  suggestion  would  be  subject  to 
the  same  objection  as  the  mutation  theory  as  a  whole,  that  the 
phenomena  are  abnormal  and  do  not  afford  a  true  indication  of 
the  method  of  evolution  in  nature,  for  there  the  diversity  appears 
not  to  be  of  the  mutation  type,  but  shows  unlimited  intergrada- 
tions  of  all  the  characters,  as  though  to  give  absolute  freedom 
in  the  making  of  truly  constructive  combinations. 

Correlations  between  different  parts  and  tissues  undoubtedly 
exist,  but  we  may  believe  that  they  are  brought  about  by  normal 
evolutionary  processes  instead  of  supposing  that  characters  have 
been  tied  up  in  arbitrary  groups  or  bundles,  which  only  explains 
one  difficulty  by  imagining  others  still  more  mysterious.  Such 
a  character-complex  would  be,  in  effect,  a  suborganic  organiza- 


222  COOK 

tion,  if  such  an  expression  maybe  permitted.  The  hereditary- 
instinct  or  spirit  of  the  species  would  be  subdivided,  like  the 
spirits  of  the  gods  of  the  Japanese  mythology.  We  would  then 
need  to  speculate  on  the  nature  and  relations  of  these  subordi- 
nate entities  whose  only  purpose,  after  all,  was  to  stop  a  gap  in 
a  theory.  While  selection  appeared  as  the  only  method  of 
actuating  evolutionary  motion  it  was  justifiable,  perhaps,  to  use 
a  charitable  imagination  on  this  suggestion  of  fitness  by  correla- 
tion, but  in  the  kinetic  interpretation,  where  it  is  perceived  that 
selection  is  not  the  cause  of  evolution,  the  correlation  assump- 
tion does  not  need  to  be  invoked.  It  is  excluded,  as  the  logi- 
cians would  say,  by  the  law  of  paucity,  a  beneficent  selection 
which  eliminates  unnecessarily  complicated  hypotheses. 

KINETIC    ORIGIN    OF    ADAPTIVE    FITNESS. 

Weismann's  recognition  of  the  noninheritance  of  "  acquired 
characters"  or  "direct  adaptations"  destroyed  the  foundation 
of  the  older  selective  doctrine  of  evolution  by  environmental 
causation,  and  left  the  means  by  which  adaptation  had  been 
attained  a  complete  mystery,  especially  for  those  who  continued 
to  hold  the  other  half  of  the  doctrine  of  selection,  that  species 
are  normally  stationary.  To  logical  minds  it  has  appeared 
obvious  that  a  new  foundation  must  be  found  or  that  the  whole 
doctrine  of  evolution  must  be  given  up,  whence  the  special  atten- 
tion given  in  later  years  to  the  "  Origin  of  Fitness,"  in  the  hope 
of  finding  some  way  in  which  the  external  conditions  can  pro- 
duce heritable  internal  changes  in  organisms.  If  the  present 
interpretation  of  the  facts  be  correct,  this  is  a  completely  insol- 
uble problem,  or  rather  it  is  a  gratuitous  and  artificial  one,  for 
there  is  no  such  relation  as  that  which  the  selective  school  of 
"  Genuine  Darwinians"  has  hoped  to  ascertain. 

The  non-inheritance  of  "acquired  characters"  proves  that 
the  changes  which  the  environment  "  causes"  are  not  those  on 
which  evolution  proceeds,  and  forbids  us  to  assert  any  directly 
causal  connection  between  evolution  and  environment.  Progress 
toward  greater  fitness  arises  and  goes  forward  in  quite  the  same 
manner  as  other  forms  of  evolutionary  change.  The  environ- 
ment establishes,  however,  requirements  of  fitness,  at  times  very 


ASPECTS    OF    KINETIC    EVOLUTION  223 

rigorous  with  regard  to  some  particular  faculty  or  feature,  but 
generally  allowing  wide  liberty  of  chance  and  choice  in  other 
respects.  The  adaptations  are  seldom  so  close  that  no  further 
beneficial  or  indifferent  changes  can  be  made.  If  we  attempt, 
by  artificial  selection,  to  enforce  too  narrow  restrictions  and  main- 
tain a  closely  uniform  type,  the  effort  always  fails  through  the 
deterioration  of  the  organism.  The  total  fitness  of  species  to 
their  environments  is  simply  the  summary  of  their  past  histories. 
It  has  nothing  in  particular  to  do  with  evolutionary  causes.1 
The  problem  of  fitness  appears  to  be  truly  insoluble  under  the 
idea  of  normally  stationary  species.  The  postulates  of  the  older 
selective  doctrine  are  in  direct  logical  agreement  with  each  other, 
but  one  without  the  other  is  completely  inoperative  as  a  working 
hypothesis.  Some  have  even  denied  adaptation  because  they 
despaired  of  explaining  it,  but  all  these  difficulties  disappear 
when  the  point  of  view  is  changed.  Kinetic  evolution  supplies 
more  abundant  materials  on  which  selection  can  act,  and  explains 
how  fitness  can  come  about  without  environmental  causation. 
We  are  not  obliged  to  discredit  the  evidence  of  our  senses  that 
adaptations  exist,  nor  to  reject  the  obvious  probability  that  they 
are  induced,  though  not  caused,  by  the  environment  itself.  All 
the  difficulties  are  surmounted  when  we  appreciate  the  fact  that 
the  environment  works  by  the  restriction  and  deflection  of  a 
normal  evolutionary  motion,  and  not  as  a  direct  or  actuating 
cause.  The  environment  furnishes  certain  specifications  regard- 
ing what  may  be  built,  but  builds  nothing  itself.  Changes  of 
the  environments  imply  changes  of  the  vital  specifications  ;  they 
enable  new  evolutionary  steps  to  be  taken,  but  the  species  itself 
must  originate  and  develop  the  appropriate  variations  before 
selection  can  favor  them  with  its  discriminating  encouragement. 
The  strength  of  the  theory  called  Darwinism,  that  evolution 
is  caused  by  natural  selection,  lay  largely  in  the  fact  that  it 
presented  a  solution  of  the  problem  of  fitness,  and  could  then 
explain  evolution  through  adaptation.      Darwinism  was  rational 

'The  word  environment  is  itself  the  occasion  of  great  ambiguity  in  evolu- 
tionary literature,  some  writers  using  it  with  reference  to  its  supposed  power 
to  cause  favorable  variations,  and  others  merely  as  a  summary  of  selective  influ- 
ences. Between  these  two  extremes  there  are  many  gradations  of  emphasis,  so 
that  two  writers  may  use  the  same  words  in  expressing  contradictory  opinions. 


2  24  COCK 

as  a  theory,  but  the  facts  have  refused  to  sustain  it.  Subsequent 
efforts  by  Naegeli,  Weismann,  De  Vries,  and  others  to  supple- 
ment or  supplant  selection  as  an  evolutionary  cause  have  failed 
to  command  general  confidence,  largely  because  they  provided 
no  logical  or  adequate  solution  of  the  fitness  problem,  and 
undertook  to  deny  adaptation  or  to  explain  it  away  as  a  mere 
coincidence.  The  best  that  could  be  done  under  the  static 
hypothesis  was  to  suppose  that  if  the  new  types  happened  to 
differ  from  the  old  in  characters  of  greater  adaptive  utility  they 
could  survive,  and,  it  might  be,  exterminate  their  parents.  No 
means  not  wholly  hypothetical  were  suggested  whereby  the 
environment  could  exert  a  definite  influence  upon  the  course  of 
evolution. 

The  kinetic  theory  more  than  makes  good  these  deficiencies. 
It  removes  all  need  or  temptation  to  minimize  the  extent  of 
adaptation  or  the  obviously  very  important  role  of  selection  in 
evolution.  Though  providing  more  generously  than  Darwinism 
itself  the  materials  for  selection  to  work  upon,  it  does  not  carry 
us  upon  the  dangerous  ground  of  supposing  that  selection  itself 
is  an  evolutionary  cause,  or  that  evolution  is  limited  to  adaptive 
characters.  Darwinism  assumed  too  much  and  explained  too 
little.  It  predicated  an  important  causal  relation  where  none 
existed,  and  could  still  explain  the  evolution  of  adaptive  char- 
acters only.  Kinetic  evolution  assumes  less  and  explains  more. 
In  recognizing  the  fact  that  the  species  are  normally  in  motion 
it  allows  for  the  development  of  useless  as  well  as  of  useful 
characters,  and  explains  also  how  selection  can  contribute  to 
adaptive  specialization. 

SUMMARY    OF    INFERENCES     REGARDING    FITNESS. 

The  problem  of  fitness  is  a  crucial  defect  in  the  doctrine  of 
evolution  by  selection,  because  in  this  theory  selection  does  not 
become  effective  until  enough  fitness  has  been  obtained  to  give 
a  character  selective  value.  The  fact  that  organisms  are  often 
able  to  adjust  themselves  to  different  environments  has  been 
taken  to  prove  that  the  environment  causes  variations  of  selective 
value.  Environmental  selection  of  these  adjustment  characters 
yielded  the  logically  complete  idea  of  an  evolution  initiated  and 
actuated  by  environment. 


ASPECTS    OF    KINETIC    EVOLUTION  225 

The  kinetic  theory  rejects  the  hypothesis  of  environmental 
causation  of  evolution  as  fatally  discordant  with  the  facts  of 
organic  nature.  The  individual  members  of  species  are  normally 
diverse,  even  under  the  same  conditions  ;  the  fact  that  they  may 
differ  under  different  conditions  is  not  to  be  accepted  as  a  proof 
of  environmental  causation  of  evolution. 

There  are  two  phenomena  of  organic  fitness  :  first  the  adap- 
tation to  environment  afforded  by  the  general  characters  of  the 
species ;  and  second,  the  power  often  shown  by  individual 
plants  and  animals  to  adjust  themselves  to  varied  environmental 
conditions.  The  latter  is  a  form  of  organic  elasticity  compara- 
ble, in  a  general  evolutionary  sense,  to  muscular  contraction 
and  locomotion,  and  with  no  special  significance  as  a  factor  of 
evolution,  nor  any  special  pertinence  as  an  example  of  the 
method  of  evolution. 

Both  kinds  of  fitness  are  results  of  evolution,  instead  of  being 
causes.  They  are  fruits  of  the  tree,  not  the  roots.  Fitness  is 
maintained  because  evolution  continues,  not  because  the  environ- 
ment works  changes  in  organisms.  For  the  static  evolutionist, 
fitness  becomes  an  abstract  and  insoluble  problem.  Viewed 
from  the  kinetic  standpoint,  it  appears  as  a  natural  and  neces- 
sary consequence  of  a  spontaneous  evolutionary  motion  con- 
trolled or  deflected  by  selective  influence. 

Environments  continually  change,  and  with  them  the  relative 
utility  of  characters.  A  feature  useless  in  one  environment  may 
be  of  value  in  another,  or  a  useful  character  may  become  use- 
less or  even  detrimental,  depending  on  external  circumstances. 

There  is  thus  a  real  and  intimate  relation  between  fitness  and 
environment,  but  not  a  relation  which  can  justify  recourse  either 
to  natural  selection  or  to  direct  adaptation,  as  causes  of  evolu- 
tion. It  is  not  to  be  taken  for  granted  that  all  the  differences 
shown  by  plants  or  animals  when  environments  are  changed  are 
in  the  direction  of  fitness.  With  different  conditions  and  mate- 
rials, organisms  build  differently,  or  they  may  wander  from  the 
pathway  of  normal  development  in  unwonted  surroundings. 
Natural  selection  encourages  fitness  by  preserving  the  fittest, 
but  there  are  also  environmental  differences  with  no  adaptive 
relation,  and  upon  which  selection  exerts  no  influence. 


226  COOK 

* 

To  find  that  organisms  differ  in  different  environments  is, 
after  all,  only  to  find  that  they  exist,  for  where  the  conditions 
of  existence  differ  the  organisms  must  differ.  The  power  of 
organisms  to  form  adjustments  is  a  measure  of  their  ability  to 
exist,  for  no  environments  are  absolutely  constant.  Species 
strive,  as  it  were,  by  every  artifice  at  their  command  to  enlarge 
their  environments,  to  conquer  more  opportunities  of  existence. 
Now  and  then  a  successful  combination  is  attained. 

Causes  which  can  bring  characters  of  selective  value  into 
existence  can  bring  other  characters  as  well,  and  can  carry  for- 
ward their  development.  It  is  no  longer  necessary  to  suppose 
that  natural  selection  is  an  evolutionary  cause  at  all,  in  the  strict 
sense  of  the  word.  Selection  may  still  be  recognized  as  a  con- 
dition or  an  influence  in  evolution,  but  there  is  nothing  to  show 
that  evolutionary  progress  is  actuated  by  selection.  Fitness,  in 
last  analysis,  comes  by  evolution,  not  evolution  by  fitness. 
Selection  helps  to  explain  adaptation,  but  it  does  not  explain 
evolution  ;  it  enables  us  to  understand  why  evolution  follows 
some  courses  and  not  others,  but  it  does  not  show  how  the  evo- 
lutionary advance  is  accomplished,  nor  how  a  new  character  can 
develop  to  the  point  of  utility  or  harmfulness,  so  that  selection 
can  encourage  or  restrict  it. 

The  Lamarckian  and  the  Darwinian  theories  ascribed  evolu- 
tion to  causes  resident  in  the  environment.  The  kinetic  theory 
ascribes  it  to  causes  resident  in  the  species.  The  causes  of 
evolution  are  not  to  be  ascertained  by  the  solution  of  the  prob- 
lem of  fitness,  but  lie  rather  in  the  constitution  of  species  and 
in  the  methods  of  organic  descent. 

2.   INTRASPECIFIC  DIFFERENCES  AS  MATERIALS  OF  EVOLUTION. 

The  time  has  gone  by  when  it  was  supposed  that  new  knowl- 
edge could  be  gained  by  the  analysis  and  rearrangement  of  old 
data  and  deductions.  Nevertheless,  it  remains  true  that  every 
advance  in  science  requires,  sooner  or  later,  a  new  and  consistent 
arrangement  of  the  materials  of  investigation,  and  of  the  lan- 
guage to  be  used  in  describing  them.  Words  are  not  things, 
but  they  often  control  the  predisposition  of  the  mind  and  thus 
obscure  or  illuminate  the  field  of  mental  vision. 


ASPECTS    OF    KINETIC    EVOLUTION  227 

Science  deals  primarily  with  facts,  and  only  incidentally  with 
inferences  or  theories,  though  the  latter  are  of  immense  use  in 
helping  to  ascertain  facts  and  test  their  causal  relations.  Useful 
theories  arrange  facts  in  what  appear  to  be  connected  sequences, 
and  enable  us  to  project  ourselves  into  the  realm  of  the  un- 
known without  hopelessly  losing  our  way  in  the  maze  of  unre- 
lated data  which  we  are  otherwise  likely  to  encounter.  We 
follow  the  theory  until  we  encounter  facts  which  prove  or  dis- 
prove it,  or  until  a  more  direct  or  more  coherent  theory  has 
been  suggested. 

Theories  are  like  legislative  enactments;  the  surest  way  to  be 
rid  of  a  bad  one  is  to  enforce  it.  A  false  theory,  if  studied  with 
sufficient  care  will  correct  itself,  because  the  places  will  be  found 
where  it  is  inapplicable.  Moreover,  the  theories  and  laws  which 
are  the  most  difficult  to  repeal  are  those  which  contain  a  large 
measure  of  truth  and  justice,  and  which  have  been  long  in  force, 
so  that  many  vested  interests  have  grown  up  around  them. 
They  take  possession,  as  it  were,  of  the  field  of  investigation, 
divide  it  up  and  place  on  guard  a  multitude  of  technical  terms 
and  distinctions  which  defend  the  approaches  of  the  citadel  of 
error  by  a  battery  of  words,  which  go  far  to  keep  a  new  idea 
unintelligible. 

The  prevalent  doctrine  that  evolution  is  caused  or  actuated  by 
natural  selection  is  such  a  theory,  containing  a  large  and  impor- 
tant truth,  and  at  first  immensely  fertile  in  scientific  results  and 
practical  applications,  but  essentially  erroneous,  and  in  some 
fundamental  respects  dangerous  to  agriculture  and  to  man 
himself. 

The  basal  axioms,  the  things  taken  for  granted  in  the  selec- 
tion theory  are  (i)  that  species  are  normally  stationary  and  con- 
stant in  their  characters  and  (2)  that  their  evolutionary  progress 
is  caused  by  the  environment,  but  neither  of  these  assumptions 
proves  to  accord  with  the  facts.  It  has  not  been  shown  that 
either  environment  itself  or  the  selection  which  it  exerts  are 
true,  efficient  causes  of  evolution.  Neither  has  evidence  been 
found  to  prove  that  a  species  has  ever  remained  stationary  in  all 
its  characters,  or  that  the  component  individuals  tend  to  become 
"exactly  alike,"  even  under  the  most  uniform  conditions. 


228  COOK 

Nature  abounds  in  striking  evidence  of  the  alternative  kinetic 
view  that  species  are  normally  in  motion,  and  that  the  individual 
organisms  of  which  they  are  composed  have  a  normal  and 
necessary  intraspecific  diversity,  quite  independent  of  environ- 
mental influences.  Moreover,  there  is  reason  to  believe,  from 
the  prevalence  of  sexual  and  other  diversities  inside  the  specific 
lines,  and  from  the  degeneration  which  follows  attempts  at 
maintaining  a  stable  and  uniform  type,  that  diversity  among 
individuals  of  a  species  is  not  only  universal  and  normal,  but 
necessary  and  advantageous.  The  prevalent  doctrine  that  evo- 
lution is  caused  or  actuated  by  natural  selection  has  been  char- 
acterized as  a  static  theory  because  species  are  thought  of  as 
normally  at  rest,  that  is,  as  stationary  or  constant  in  characters 
and  tending  to  be  uniform  as  far  as  external  conditions  will 
permit.  The  causes  of  variation  and  of  evolution  were  sought 
in  the  environment  and  not  in  the  species  itself.  The  problem 
was  to  show  how  the  external  causes  produce  the  internal  effects, 
but  the  task  was  hopeless  from  the  beginning,  for  the  variations 
which  the  environment  causes  are  not  those  through  which 
evolution  goes  forward. 

It  is  apparent,  therefore,  that  the  abandonment  of  the  static 
point  of  view,  and  the  placing  of  a  new  interpretation  upon  a 
large  class  of  familiar  facts  calls  for  a  new  plan  for  the  study 
and  discussion  of  the  phenomena  familiarly  called  variations, 
in  the  older  and  looser  sense  of  the  term,  meaning  all  the  differ- 
ences to  be  found  among  the  individuals  of  a  species.  Differ- 
ences not  caused  by  environmental  influences  were,  of  course, 
quite  unconsidered  in  static  theories  and  classifications.  There 
was  not  even  a  scientific  term  for  this  universal  phenomenon  of 
intraspecific  diversit}-. 

A  complete  treatment  of  the  subject  would  involve  the  rear- 
rangement of  a  large  part  of  the  data  which  have  figured  in  the 
evolutionary  literature  of  the  last  half-century.  The  scope  of 
the  present  statement  permits  only  a  brief  and  imperfect  outline. 
It  is  not  possible  even  to  adequately  describe  and  illustrate  the 
details  of  the  facts  of  original  observation  to  which  reference  is 
made.  Particular  instances  are  not  given,  therefore,  with  any 
idea  that  they  are  adequate  to  demonstrate  the  truth  of  the  inter- 


ASPECTS    OF    KINETIC    EVOLUTION  2  29 

pretation  which  has  been  put  upon  them.  They  serve  only  as 
samples  of  groups  of  facts  to  which  the  interpretation  is  applic- 
able, the  primary  object  being,  not  to  demonstrate  conclusions  by 
formal  arguments,  but  to  indicate  a  standpoint,  the  correct- 
ness of  which  may  be  judged  by  other  observers  from  the  facts 
encountered  in  their  own  fields  of  investigation. 

To  learn  the  nature  and  causes  of  evolution  it  has  not  been 
sufficient  to  explore  and  explain  the  barriers  between  the  species. 
It  is  necessary  to  go  inside  the  species  and  to  ascertain,  if  pos- 
sible, which  of  the  many  differences  between  the  component 
individuals  represent  forward  steps  in  organic  development,  and 
which  mere  lateral  diversions  or  displacements. 

DARWIN'S    DISCOVERY    OF    VARIATION. 

Much  has  been  written  to  show  that  Darwin  did  not  discover 
evolution,  as  popularly  supposed,  since  the  idea  may  be  traced 
back  to  the  Greek  philosophers  or  to  the  Hindus,  and  had  been 
entertained  in  modern  times  by  Lamarck  and  several  others 
of  Darwin's  predecessors.  And  yet,  the  popular  impression, 
though  perhaps  inexact  as  to  technical  terms,  is  more  just  than 
that  of  many  scientific  critics.  Darwin  was  able  to  secure 
general  interest  and  confidence  in  an  idea  previously  indefinite, 
intangible  and  practically  useless.  If  Darwin  did  not  discover 
evolution  or  even  invent  entirely  new  arguments  in  its  favor,  he 
performed  a  more  valuable  and  unique  service  in  establishing 
the  fundamental  fact  of  variation,  without  which  all  evolutionary 
ideas  would  have  remained  empty  and  sterile  speculations,  as 
they  had  remained  during  the  two  thousand  years  preceding. 

Darwin  discovered  what  is  still  more  important  to  the  scien- 
tific world  than  the  abstract  idea  or  theory  of  evolution,  namely 
the  means  of  evolution,  which  is  variation.  Darwin  was  the 
first  to  adequately  appreciate  the  fact  that  species  do  not  consist 
of  individuals  identical  in  form  or  structure,  but  of  those  which 
are  diverse,  each  different  from  the  others  in  a  greater  or  lesser 
degree.  Upon  the  fact  of  variation  Darwin  also  based  his 
theory  of  evolution  by  natural  selection  and  other  environmental 
causes,  a  theory  which  has  had  great  popularity  in  the  general 
scientific  world,  because  it  afforded  the  most  concrete  suggestion 


230 


COOK 


regarding  the  nature  of  the  causes  of  evolution.  It  is  desired 
therefore,  to  distinguish  clearly  at  this  point  between  the  facts 
of  variation  first  adequately  recognized  by  Darwin  and  the 
theory  of  environmental  causes  of  evolution  often  called  Dar- 
winism. Naturalists  do  not  all  believe  in  environmentally 
caused  evolution,  but  nearly  all  are  now  agreed  in  thinking  of 
species,  not  as  single  morphological  points,  but  as  large  groups 
of  similar  individuals. 

Since  the  time  of  Darwin  it  has  been  believed  that  evolution 
has  been  accomplished  by  means  of  variations,  but  there  is  still 
the  widest  divergence  of  scientific  opinion  regarding  the  kinds 
of  variations  which  cause  or  contribute  to  developmental  changes. 
Some  theories  depend  upon  one  or  another  of  the  different  kinds 
of  variations  and  ignore  the  others,  and  some  hold  that  all  varia- 
tions are  caused  by  the  environment  and  that  evolution  itself  is 
merely  a  summary  of  environmental  influences. 

Many  writers  have  approached  the  subject  from  the  stand- 
point of  formal  definitions  and  narrowly  technical  distinctions, 
but  the  practical  divergences  between  the  different  views  become 
most  apparent  from  the  types  of  variation — the  kinds  of  intra- 
specific  differences  —  upon  which  they  depend  as  showing  the 
nature  of  evolutionary  motion.  To  correctly  fix  upon  the  kind 
or  kinds  of  variations  which  contribute  to  evolution,  is  the  first 
step  of  progress  toward  knowledge  of  the  true  evolutionary 
factors,  and  brings  us  by  the  most  direct  route  to  the  determina- 
tion of  the  primary  question,  whether  the  true,  efficient  causes 
of  evolution  lie  in  the  environment  or  in  the  organisms  them- 
selves. Are  the  variations  which  are  induced  by  the  environ- 
ment those  by  which  evolutionary  progress  is  accomplished? 

In  Darwin's  original  suggestion  environment  was  held  to 
bring  about  evolution,  first  by  inducing  variations  and  then  by 
selecting  those  which  proved  to  be  advantageous.  The  environ- 
ment was  considered  as  at  once  the  cause  of  variations  and  of 
evolution.  This  view  is  still  generally  accepted  as  the  teaching 
of  science  regarding  organic  evolution,  although  many  modi- 
fications and  collateral  suggestions  have  appeared  necessary  to 
Darwin  himself  and  to  many  of  his  successors.  Some  have 
approached  the  Lamarckian  idea  of  direct  adaptation,  in  ascrib- 


ASPECTS    OF    KINETIC    EVOLUTION  23 1 

ing  much  to  the  moulding  influence  of  the  environment,  and  in 
requiring  correspondingly  little  of  selection.  Other  writers  have 
gone  to  the  opposite  extreme,  making  little  of  environmental 
factors  and  much  of  natural  selection  of  fortuitous  individual 
variations.  The  latter  tendency  has  been  dominant  since  Weis- 
mann  showed  that  "acquired  characters,"  the  results  of  direct 
environmental  influences,  are  seldom  or  never  inherited. 

In  the  original  Darwinism  and  its  various  amended  forms 
there  seems  usually  to  have  been  included  the  tacit  assumption 
of  a  constant  of  variability.  It  is  taken  for  granted  that  a  cer- 
tain amount  of  variation  shall  be  manifested  by  each  species,  so 
that  selection  by  paring  off  the  species  on  one  side  can  cause  it 
to  grow  out  on  the  other,  and  thus  compel  a  gradual  change  of 
characters.  Without  selection  the  average  is  thought  to  remain 
stationary,  and  if  selection  be  withdrawn  the  progress  already 
made  may  be  lost  by  retrogression.  Selection,  in  this  view,  is 
the  true  actuating  cause  or  principle  of  evolution. 

Mivart,  and  recently  many  others,  have  considered  that  both 
the  environmental  variations  and  the  minute  and  fluctuating  indi- 
vidual differences  were  alike  in  adequate  to  accomplish  evolution 
through  selection,  and  have  advocated  a  return  toward  the  older 
doctrine  of  special  creation.  They  hold  still  to  the  evolutionary 
idea  that  species  arise  one  from  another,  but  suppose  that  the 
new  types  originate  suddenly  by  "  extraordinary  births,"  or  by 
abrupt  mutative  variations,  that  is,  by  individuals  which  depart 
widely  from  the  type  of  the  older  species.  The  occurrence  of 
many  such  abrupt  variations  is  a  definitely  established  fact. 
Among  plants  they  often  come  true  to  seed,  and  among  animals 
they  are  often  prepotent  when  bred  with  other  members  of  their 
own  variety  or  local  species.  Nevertheless,  it  does  not  appear 
that  this  is  the  method  by  which  species  originate  in  nature. 
The  prepotency  of  new  variations  indicates  the  probability  that 
old  species  are  tranformed  by  this  means  rather  than  that  new 
species  are  abruptly  originated. 

Darwin  appreciated  better  than  many  of  his  successors  in  the 

field  of  evolutionary  literature   the  fact  that  variations  are  of 

many  kinds,  of  very  different  evolutionary  significance,  and  due 

to  many  different  causes.     As   an  evolutionary  pioneer  it  was 

Proc.  Wash.  Acad.  Sci.,  December,  1906. 


232  COOK 

a  sufficient  service  to  have  shown  that  enough  variation  exists  to 
make  evolution  feasible  or  even  plausible.  The  scholastically 
educated  public,  which  often  appreciates  arguments  much  better 
than  facts,  was  obliged  to  approach  evolution  through  Darwin's 
deductions  rather  than  through  his  perceptions.  Evolution  was 
accepted  or  rejected  on  the  merits  of  natural  selection,  though 
the  two  ideas  have  no  necessary  connection.  Natural  selection 
and  evolution  are  both  facts,  but  in  proving  that  the  one  is  the 
adequate  practical  cause  of  the  other  it  would  be  necessary  to 
show  that  the  variations  through  which  evolution  goes  forward 
are  caused  by  natural  selection.  No  such  causation  has  been 
demonstrated.  Natural  selection  does  not  furnish  the  variations 
nor  explain  why  variations  are  accumulated  and  carried  for- 
ward into  evolution.  It  only  explains  why  some  variations  are 
preserved  instead  of  others.  It  does  not  explain  evolution,  but 
shows  how  the  direction  of  evolution  may  be  influenced  by  the 
environment.  The  causes  of  evolution,  or,  to  be  more  explicit, 
the  causes  of  evolutionary  variations,  are  as  mysterious  to  us  as 
they  were  to  Darwin,  and  indeed,  more  so,  since  the  greatest 
step  in  evolutionary  investigation  since  the  time  of  Darwin  has 
been  a  negative  one,  the  destruction  of  the  theory  of  the  inher- 
itance of  characters  acquired  from  the  environment.  Darwin 
sometimes  placed  much  importance  on  variations  induced  by 
environment,  and  invented  the  theory  of  pangenesis  to  explain 
the  inheritance  of  such,  and  bring  them  within  the  field  of  nat- 
ural selection.  Without  pangenesis  and  direct  inheritance,  nat- 
ural selection  loses  its  place  as  a  positive  factor  in  evolution  and 
becomes  purely  negative ;  it  neither  causes  variations  nor 
causes  them  to  accumulate.  The  most  that  can  be  claimed  is 
that  it  hastens  the  development  of  some  characters  by  retarding 
others,  or  by  forbidding  them  entirely.  It  is  apparent  in  some 
groups  of  organisms  that  the  influence  of  natural  selection  has 
been  very  great,  in  others  that  it  has  been  very  small,1  but  its 
effects  are  in  all  cases  dependent  upon  the  underlying  facts,  that 
variations  do  appear  and  are  accumulated.  Natural  selection 
does  not  explain   evolution,  except  in  a  very  loose  and  super- 

1  Cook,  O.  F.,  1902.     Evolutionary  Inferences  from  the  Diplopoda.     Proc. 
Entomological  Society  of  Washington,  5  :   14. 


ASPECTS    OF    KINETIC    EVOLUTION  233 

ficial  sense  ;  the  first  step  toward  a  better  solution  of  the  riddle 
is  to  reorganize  the  vocabulary  of  variations  so  that  it  can  be 
used  to  express  something  more  than  erroneous  deductions  from 
natural  selection.  Many  words  and  distinctions  of  use  in  pre- 
senting the  idea  that  natural  selection  is  a  true,  actuating  cause 
of  evolution,  may  be  spared,  but  there  are  others  whose  utility 
is  not  destroyed  by  this  change  of  view. 

VARIATIONS    AND    INTRASPECIFIC    DIFFERENCES. 

Before  entering  upon  a  discussion  of  a  general  scheme  of 
variations  it  is  necessary  to  notice  a  fundamental  error  commonly 
attached  to  the  word  variation  itself.  Most  of  the  exponents  of 
selective  theories  of  evolution  have  made,  either  tacitly  or 
avowedly,  the  assumption  that  all  the  individuals  of  a  species 
are  normally  alike  and  tend  to  remain  uniform,  and  that  the 
differences  found  among  them  are  of  external  origin  and  of  the 
same  nature  as  the  differences  between  species,  and  hence  of 
evolutionary  significance.  It  has  been  assumed,  in  other  words, 
that  all  the  differences  to  be  found  among  the  members  of  a 
species  are  variations  in  the  evolutionary  sense,  and  hence  that 
a  cause  of  difference  among  the  members  of  a  species  is  neces- 
sarily a  cause  of  the  evolution  of  species.  It  is  not  too  much  to 
say  that  this  assumption  of  normal  specific  stability  and  uni- 
formity, either  absolute  or  within  constant  limits,  begs  in  advance 
the  whole  question  of  the  nature  and  causes  of  evolutionary 
change.  Notwithstanding  the  popularity  it  has  enjoyed,  this 
static  idea  of  species  is  worthy  of  no  more  respect  than  any  other 
unsupported  hypothesis. 

For  the  former  purposes  it  appeared  desirable  to  divide 
the  variations,  that  is,  the  differences  to  be  found  among  the 
individuals  of  a  species,  into  two  classes  —  (i)  those  with  which 
they  are  endowed  at  birth,  and  (2)  those  which  they  acquired 
later  from  the  external  conditions  of  their  existence.  Variations 
were  classified,  in  other  words,  as  either  congenital  or  acquired. 
The  distinction  is  not  illogical,  but  it  has  proved  worse  than 
useless  for  evolutionary  purposes,  because  the  static  theory  by 
which  it  was  suggested  was  an  erroneous  assumption. 

Many  objections  to  natural  selection,  or  to  evolution  as  based 


234  COOK 

upon  it,  have  been  raised  from  the  time  of  Darwin  to  the  pres- 
ent day,  but  a  doctrine  with  so  many  merits  was  not  to  be  dis- 
placed until  another  could  be  found.  Furthermore,  the  alterna- 
tive views  hitherto  presented  have  shared  either  one  or  both  of  the 
false  premises  of  natural  selection,  or  they  are  built,  like  that 
theory,  on  some  one  group  of  biological  phenomena,  and  leave 
out  of  account  other  data  equally  pertinent  to  the  general  conclu- 
sion, and  equally  in  need  of  evolutionary  explanation. 

One  of  the  ways  in  which  the  search  for  evolutionary  causes 
went  far  afield  was  in  assuming  a  close  and  essential  relation 
between  evolution  and  the  origin  of  species.  It  was  thought  that 
if  it  could  be  known  how  new  species  came  into  existence  the 
secret  of  the  diversity  of  nature  would  be  revealed.  As  a  mat- 
ter of  fact  evolution  has  very  little  to  do  with  originating  or 
multiplying  species.  The  evolutionary  process  continues,  we 
may  believe,  whether  the  group  becomes  divided  or  not.  The 
two  parts  become  different  because  evolution  continues  in  both, 
but  it  would  also  have  continued  if  the  separation  had  not  taken 
place.  Isolation,  of  one  kind  or  another,  is  the  cause  of  the 
multiplication  of  species,  but  not  of  evolution.  We  would  gain 
no  special  advantage  for  evolutionary  observation  by  stationing 
ourselves  at  the  point  of  bifurcation  of  one  group  into  two ;  the 
only  lesson  would  be  that  isolation  isolates,  that  segregation 
segregates.  Evolution,  it  cannot  be  repeated  too  often,  does  not 
take  place  in  the  gaps  which  are  left  between  the  species,  but 
inside  of  the  species,  among  the  interbreeding  organisms ;  it  is 
an  zWrtfspective  phenomenon,  not  interspecific. 

To  learn  how  species  differ  is  only  to  ascertain  what  roads 
they  have  traveled  over,  it  is  only  by  canvasing  the  differences 
between  the  individuals  of  a  species  that  we  can  hope  to  ascer- 
tain how  the  evolutionary  progress  is  accomplished.  It  will  not 
suffice,  when  when  we  find  that  the  individuals  of  a  species  differ 
in  a  certain  respect,  to  assume  that  this  is  the  line  of  evolution- 
ary advancement.  We  must  be  content  first  to  recognize  and 
describe  the  several  kinds  of  intraspecific  differences  before  we 
can  hope  to  estimate  with  confidence  the  contribution  of  each 
form  of  change  to  the  general  and  permanent  progress  of  the 
species. 


ASPECTS    OF    KINETIC    EVOLUTION  235 

CLASSIFICATION    OF    INTRASPECIFIC    DIFFERENCES. 

Intraspecific  differences  may  be  classified  by  reference  to 
three  considerations  ;  the  nature  of  the  diversity,  its  origin  or 
occurrence,  and  its  relation  to  environmental  fitness.  Such  a 
classification  is  open  to  the  objection  that  it  requires  an  advance 
decision  upon  the  evolutionary  bearings  of  the  facts  which  are 
being  classified  for  evolutionary  purposes.  This  objection  also 
applies,  however,  to  all  preceding  efforts  at  classifying  vari- 
ations. Such  classifications  have  no  value,  of  course,  as  the 
basis  of  arguments.  Their  use  is  purely  that  of  permitting  an 
orderly  arrangement  of  materials  and  of  illustrating  distinctions. 
They  aid  in  discrimination,  not  in  demonstration. 

The  utility  of  the  proposed  arrangement  may  be  best  appreci- 
ated by  thinking  of  it,  not  as  a  classification,  but  as  affording 
points  of  view  or  avenues  of  approach  to  the  study  of  the  intricate 
complexities  of  evolutionary  problems.  The  purpose  of  physio- 
logical study  is  not  classification,  but  the  comprehension  of 
causal  relations. 

Differences  oj  Growth  Stages.  —  Changes  of  size,  form, 
structure,  and  function  shown  in  the  life-history  of  normal  mem- 
bers of  the  species,  including  metamorphosis  and  alternation  of 
generations  and  structural  phases.  The  forms  of  diversity 
grouped  under  this  head  would  not  be  called  variations  except 
in  the  most  general  sense  of  the  term,  but  they  must  be  taken 
into  account  in  making  a  complete  outline  of  intraspecific  dif- 
ferences. 

Differences  of  Normal  Descent  (Heterisni).  —  Individual  and 
other  differences,  including  those  of  sex  and  polymorphism, 
which  appear  among  the  members  of  the  species  under  normal 
conditions  of  interbreeding  in  the  same  environment,  and  even 
among  the  simultaneous  offspring  of  the  same  parents. 

Differences  of  heterism  have  no  relation  to  accommodational 
fitness,  though  they  may  assist  in  the  evolution  of  adaptive 
characters.  They  have  sometimes  been  called  fortuitous  or 
fluctuating  variations  because  they  had  no  apparent  utility,  the 
organic  advantage  of  diversity  of  descent  not  having  been 
recognized. 

Differences  of  Accommodation  to  Environment  (Art ism).  — 


236  COOK 

Differences  resulting  from  the  ability  of  individual  organisms 
to  adjust  or  accommodate  themselves  to  different  environments. 
These  are  the  variations  which  have  the  most  intimate  connec- 
tion with  the  environment,  though  they  have  no  special  signifi- 
cance as  causes  of  evolution. 

Differences  of  Deficient  Accommodation  (Topisni) .  —  Differ- 
ences resulting  from  the  inability  of  organisms  to  fully  adjust 
themselves  to  special  conditions.  The  result  is  a  non-hereditary 
divergence  from  the  normal  characters  of  the  species. 

Differences  under  New  Conditions  (NeotoJ>ism) .  —Vari- 
ations induced  by  the  transfer  of  organism  to  new  and  unwonted 
conditions.  Three  stages  of  new  place  effects  may  be  distin- 
guished, (1)  those  in  which  there  is  merely  a  stimulation  of 
growth,  (2)  those  in  which  there  is  also  a  definite  mutative 
change  of  the  hereditary  characteristics  of  the  variety,  (3)  those 
in  which  the  new  conditions  call  forth  a  promiscuous  mutative 
diversity. 

Differences  of  Partial  or  Recent  Interruption  of  Inter- 
breeding {Porrisni).  —  Differences  arising  from  the  unequal 
distribution  of  variations,  that  is,  from  a  recent  or  partial  inter- 
ruption of  interbreeding.  Such  are  the  differences  that  exist 
between  individuals  from  the  remote  parts  of  the  range  of  a 
species  (geographical  differences)  and  the  differences  of  segre- 
gated local  varieties  of  domesticated  species.  The  nature  of 
these  differences  is  the  same  as  that  of  the  differences  between 
species.    They  are  the  result  of  divergent  tendencies  of  evolution. 

Differences  of  New  Genetic  Variations  (Neism).  —  Prepotent 
variations  which  arise  under  normal  conditions  of  free  inter- 
breeding, without  having  existed  previously  among  the  ancestors 
of  the  variant  individuals.  They  can  be  preserved  without 
isolation,  and  are  the  characters  which  probably  contribute  most 
to  heterism,  and  to  the  normal  evolutionary  progress  of  species 
in  nature.  There  is  no  evidence  that  the  appearance  of  such 
variations  has  any  connection  with  adjustment  or  environmental 
fitness.  Their  preservation  depends,  of  course,  upon  their  being 
useful,  or  at  least  not  positively  detrimental. 

Differences  of  Aberrant  Heredity  (  Teratism).  —  Failure  of 
the  organism  to  attain  the  normal  form,  structure  or  size  of  the 


ASPECTS    OF    KINETIC    EVOLUTION  237 

species.  Teratism  occurs  whenever  there  is  any  accidental 
deviation  from  normal  developmental  processes,  whenever  con- 
ditions change  beyond  the  practicable  limits  of  normal  adjust- 
ment, and  whenever  the  specific  network  of  descent  is  abnor- 
mally narrowed.  Thus  there  are  many  kinds  of  teratisms,  and 
manj^  gradations  between  them  and  the  other  more  normal  kinds 
of  variations. 

Mutations  are  abnormal  or  teratic  neisms  which  appear 
abruptly  in  inbred  or  narrowly  segregated  groups,  and  which 
require  isolation  in  order  to  be  preserved.  Even  when  in- 
duced by  changes  of  environment,  mutations  are  to  be  reckoned 
as  aberrations  rather  than  as  accommodations. 

This  classification  makes  no  claim  to  final  completeness,  since 
still  other  kinds  of  intraspecific  differences  may  be  discovered. 
No  doubt  the  schedule  will  appear  to  some  as  already  too 
extensive  and  complex,  but  it  will  be  evident  that  none  of 
the  alleged  kinds  of  differences  can  be  left  out  of  account  with- 
out misinterpreting  one  or  more  of  the  other  groups  of  phe- 
nomena. To  overlook  the  facts  of  heterism  would  make  hope- 
less confusion  under  artism,  topism  and  neotopism.  To  fail  to 
distinguish  between  neism  and  teratism  is  to  mistake  degenera- 
tive mutations  for  examples  of  progressive  evolution. 

Characters,  in  the  morphological  sense,  cannot  be  classified 
and  catalogued  as  heterisms,  artisms,  or  teratisms.  There  is  an 
intimate  and  even  interchangeable  relation  between  these  differ- 
ent kinds  of  differences.  An  individual  may  be  larger  than 
others  of  its  species,  either  as  an  inheritance  or  as  a  new  vari- 
ation, or  because  the  conditions  are  favorable,  or  even  because 
they  are  new.  Finally  its  greater  size  may  be  abnormal,  or  of 
the  nature  of  a  monstrosity.  The  same  character  may  thus 
have  great  diversity  of  evolutionary  significance. 

DIFFERENCES    OF    GROWTH-STAGES. 

Under  this  class  of  intraspecific  differences  it  is  proposed  to 
include  all  the  general  forms  and  growth-stages  in  which  the 
members  of  a  species  normally  appear  in  any  part  of  their  life 
history.  Only  in  the  lowest  and  most  primitive  groups  do  all 
the    separate,    individual    organisms    belonging    to    the    same 


238  COOK 

species  have  even  a  general  similarity  of  structure  and  external 
appearance. 

There  have  been  extensive  and  not  altogether  profitable  dis- 
cussions of  the  relation  of  growth-characters  to  those  of  the  adult 
and  to  the  evolutionary  history  of  the  species.  The  older  em- 
bryologists  worked  out  a  doctrine  of  recapitulation  to  explain 
larval  and  juvenile  characters,  but  it  is  evident  in  some  groups, 
such  as  the  insects,  that  preliminary  stages  may  be  quite  as  adap- 
tive as  the  adult  form  of  the  species,  and  sometimes  distinctly 
more  so.  The  differences  of  growth-stages  are  themselves  of 
very  different  types  in  the  various  natural  groups,  as  a  result  of 
the  great  diversity  of  methods  by  which  evolution  has  been 
accomplished. 

THREE  TYPES  OF  CELLULAR  STRUCTURES. 

The  most  fundamental  diversity  of  form  and  structure  which 
exists  among  the  members  of  the  same  species  is  that  which 
arises  from  the  existence  of  different  types  of  cell-organization. 
In  many  of  the  lower  groups  of  plants  the  vegetative  organism, 
like  a  filamentous  alga  or  a  moss-plant,  is  composed  of  simple 
cells  which  have  not  conjugated  and  which  have  in  many  cases 
no  power  of  conjugation.  In  the  higher  types  of  plants  and 
animals  the  body  of  the  organism,  in  its  highest  and  most  com- 
plete form,  is  built  up  of  cells  in  a  double  or  conjugating  condi- 
tion. The  higher  fungi  differ  from  the  ferns,  flowering  plants, 
and  higher  animals  in  that  the  cells  associate  themselves  while 
in  the  first  stage  of  conjugation,  before  the  nuclei  have  fused, 
while  the  cells  of  the  other  groups  represent  the  second  stage  of 
conjugation.  The  nuclei  have  fused,  but  the  chromatin  gran- 
ules still  remain  distinct.1 

The  great  diversity  of  the  cells  which  compose  the  bodies  of 
the  higher  plants  and  animals  may  be  viewed  as  a  phenomenon 
of  social  organization.  The  lower  the  organism  the  more  alike 
are  the  cells  until  in  the  lowest  all  cells  are  similar  and  equal. 
Where  socialization,  the  habit  of  joining  together  or  living  in 
groups,  has  not  progressed  too  far,  the  cells  of  compound  indi- 

1  Cook,  O.  F.,  and  Swingle,  W.  T.,  1905.  Evolution  of  Cellular  Structures. 
Bulletin  81,  Bureau  of  Plant  Industry,  U.  S.  Department  of  Agriculture. 


ASPECTS    OF    KINETIC    EVOLUTION  239 

viduals  may  still  be  alike  ;  the  organization  is  still  a  mere  gre- 
garious association.  Later,  there  may  come  about  a  division  of 
labor  among  the  cells,  and  a  corresponding  diversification  of 
structure  and  form.  The  common  pond-scum  (Sftirogyra)  con- 
sists of  threads  formed  of  cylindrical  cells,  joined  end  to  end, 
and  all  alike  in  their  vegetative  and  reproductive  powers. 
Another  similar  organism  (CEdogoniuvi)  consists,  for  the  most 
part,  of  similar  chains  of  equal  cells,  but  these  have  only  vege- 
tative functions.  The  power  of  reproduction  has  been  restricted 
to  two  kinds  of  special  sexual  cells  different  from  the  vegetative 
cells. 

Advance  in  the  scale  of  organization  not  only  maintained  this 
distinction  between  the  reproductive  and  vegetative  cells,  but 
continued  to  increase  the  numbers  and  differentiate  the  struc- 
tures and  functions  of  the  latter,  until  the  immensely  complex 
bodies  of  the  higher  plants  and  animals  had  been  built  up. 

The  primitive  type  of  cell  organization,  that  which  built  up 
the  filaments  of  the  lower  algae  and  the  vegetative  tissues  of  the 
liverworts  and  the  mosses  was  not  able,  however,  to  reach  the 
higher  possibilities  of  cellular  structure.  The  cells  which  com- 
pose the  bodies  of  the  higher  fungi  have  two  nuclei,  and  those 
of  the  flowering  plants  and  higher  animals  have  two  sets  of 
chromosomes.  These  double-celled  conditions  have  arisen 
through  a  lengthening  out  of  the  process  of  cell-conjugation  as 
it  occurred  in  primitive  types  like  CEdogonium.  Instead  of 
conjugating  at  brief  and  distant  intervals,  the  cells  which  com- 
pose the  bodies  of  the  higher  plants  and  animals  are  in  a  condi- 
tion of  prolonged  conjugation,  the  cell  fusion  which  begins 
when  the  egg-cell  is  fertilized  by  the  sperm  not  being  completed 
until  after  the  whole  compound  cellular  structure  has  been  built. 

Several  groups  of  plants  have  two  structural  phases,  one 
built  of  the  primitive  simple  type  of  cells,  the  other  of  the  double 
or  sexual  type.  The  moss-spore,  when  it  germinates,  first 
produces  a  delicate  tube  like  a  pond-scum,  and  the  fern-spore  a 
small  plate  of  simple  cells,  much  like  a  liverwort.  These 
diverse  stages  or  phases  of  structure  of  the  same  organism 
have  usually  been  described  as  alternation  of  generations,  but 
the  case  is  in  reality  entirely  different  from  the  phenomenon  of 
alternation  found  among  animals. 


24O  COOK 

ALTERNATION  OF  GENERATIONS  (METAGENESIS). 

In  many  animals  and  plants  the  usual  method  of  propagating 
new  individuals  by  new  sexual  conjugations  gives  place  to  a 
more  or  less  regular  alternation  with  generations  which  are 
propagated  vegetatively,  or  without  a  new  conjugation.  Among 
the  animals,  such  as  the  tunicates  and  plant-lice,  the  generations 
which  propagated  vegetatively  have  a  form  different  from  those 
which  propagate  by  renewed  conjugation. 

Alternation  of  generations,  in  the  proper  sense  of  the  words, 
occurs  when  the  same  species  exists  in  two  alternative  forms, 
and  especially  where  the  two  forms  have  different  methods  of 
propagation.  The  plant-lice  furnish  the  most  familiar  example 
of  alternation  of  generations.  We  may  suppose  that,  like  other 
insects,  they  were  confined  originally  to  normal  sexual  repro- 
duction, but  their  evolution  has  been  in  the  direction  of  smaller 
size  and  simpler  structure,  and  they  have  also  developed  the 
power  of  multiplying  for  several  generations  by  partheno- 
genesis, the  parthenogenetic  generations  being  further  distin- 
guished by  the  absence  of  wings,  and  by  being  very  short-lived. 
At  the  end  of  the  season  winged  insects  of  both  sexes  are  pro- 
duced, and  normal  fertilization  and  egg-laying  ensues. 

No  such  alternation  of  sexual  and  parthenogenetic  generations 
is  known  to  have  arisen  among  plants,  though  a  similar  interpre- 
tation might  be  placed  upon  the  bamboos,  for  example,  which 
propagate  vegetatively  by  the  branching  of  their  root-stocks  for 
a  long  series  of  years.  Then  all  the  plants  of  the  species  blos- 
som, bear  fruit  and  die,  at  the  same  time.  Each  sterile  shoot 
of  the  bamboo  might  be  interpreted  as  parthenogenetic  genera- 
tion if  compared  with  the  sexually  propagated  generations  of  a 
plant  like  Indian  corn. 

METAMORPHOSIS. 

Among  the  insects  in  particular,  and  to  a  somewhat  less  de- 
gree in  many  other  animals  (mollusca,  Crustacea,  batrachia, 
fishes,  etc.).  pronounced  changes  of  form  and  structure,  some- 
times very  abrupt,  take  place  during  the  life-history  of  each  in- 
dividual. Thus  caterpillars  change  by  metamorphosis  into 
butterflies,  grubs  into  beetles,  maggots  into  flies,  tadpoles  into 
frogs,  etc. 


ASPECTS    OF    KINETIC    EVOLUTION  24I 

Metamorphic  differences  are  largely  adaptive,  but  it  is  none 
the  less  probable  that  the  alternation  of  bodily  forms  and  the 
change  of  food  and  environment  may  contribute  something  to 
the  same  physiological  results  as  diversity  of  descent.  In  the 
more  specialized  insects  metamorphosis  is  accompanied  by  a 
complete  disorganization  of  the  larval  tissues,  the  pupae  repre- 
senting, as  it  were,  a  return  to  the  egg  stage,  the  change  of  ex- 
ternal form  affording  an  opportunity  for  a  complete  rebuilding 
of  the  cellular  structure  of  the  body.  It  may  be  that  this  fact, 
viewed  in  connection  with  the  extremely  complex  nuclear  organs 
of  the  cells  of  insects,  will  assist  in  explaining  the  unique  effi- 
ciency of  the  insect  organism. 

Metamorphosis  is  not  restricted,  however,  to  animals.  In 
plants  like  Eucalyptus  and  Junificrus  there  are  sudden  changes 
of  form  and  structure  from  the  juvenile  to  the  adult  phase  of  the 
species. 

HETERCECISM. 

Many  plant  and  animal  parasites  infest  two  or  more  hosts  in 
different  stages  of  their  life-history.  Changes  of  hosts  are  then 
usually  coincident  with  metamorphoses,  or  with  change  of  gen- 
eration or  of  structural  phases.  It  has  been  inferred  by  some 
that  the  abrupt  change  in  the  organism  is  due  to  the  change  of 
food  and  other  conditions  of  existence,  but  this  does  not  find 
confirmation  in  the  studies  of  the  life-histories  of  the  parasites. 
The  indications  are  more  favorable  to  the  opposite  suggestion 
that  the  great  diversity  of  conditions  has  enabled  the  parasites 
to  proceed  on  two  or  more  independent  courses  of  evolution. 

The  parasites  have  developed  the  power  of  living  in  two  or 
three  distinct  environments  at  different  periods  of  their  life- 
history,  and  the  characters  which  adapt  them  to  this  variety  of 
conditions  have  been  attained,  apparently,  in  quite  the  same 
manner  as  the  characters  of  other  less  specialized  plants  and 
animals. 

The  more  primitive  simple-celled  stage,  or  haplogamic 
phase,  of  many  species  of  rust-fungi  is  confined  to  pines  or  to 
others  of  the  more  primitive  families  of  plants,  while  the  more 
advanced  and  efficient  double-celled  phase  of  the  parasite  has 
been  able  to  attack  plants  of  more  highly  developed  families, 


242  COOK 

such  as  the  Leguminosae  or  Composita?.  There  can  be  little 
doubt  in  such  cases  that  the  evolution  of  the  later  phases  of  the 
parasites  have  taken  place  in  coincidence  with  the  advancing 
development  of  their  host-plants  to  which  they  are  so  strictly 
confined. 

GROWTH     SPECIALIZATIONS     ARISING     FROM     SOCIAL    ORGANIZA- 
TION (politism). 

Just  as  cells  have  become  diverse  by  specialization  in  the  build- 
ing up  of  compound  cellular  structures,  so  individual  organisms 
of  the  same  species  may  become  diverse  under  conditions  of 
social  organization,  that  is,  when  the  individual  organisms  do 
not  live  singly  and  independently,  but  in  groups,  colonies  or 
compound  individuals.  The  bionomic  unit  of  such  species  is 
no  longer  the  individual  but  the  colony,  since  it  is  only  in  the 
colony  form  that  it  meets  its  environmental  problems  or  enters 
into  relations  with  other  species.  A  good  illustration  of  politism 
is  to  be  found  among  the  compound  types  of  higher  plants,  those 
which  take  the  form  of  shrubs  or  trees  and  consist  of  aggregates 
of  large  numbers  of  the  individual  twigs  or  branches  which  cor- 
respond to  whole  individuals  of  simpler  types. 

The  primitive  herbaceous  types  of  flowering  plants  have  a 
root  and  a  stem,  the  latter  with  a  series  of  leaves  and  a  flower 
at  the  top.  If  this  be  considered  an  individual,  larger  plants 
with  many  stems  or  branches  and  many  flowers  are  compound 
individuals.  Each  branch  or  flowering  twig  of  a  tree  may  be 
thought  of  as  corresponding  to  the  small  individual  herb. 
Usually  the  branch-individuals  are  all  of  one  kind,  or  at  least 
equivalent  and  able  to  replace  each  other,  but  in  some  species 
such  as  cacoa,  coffee,  cotton  and  the  Central  American  rubber 
tree  (Castillo.)  the  branches  are  strictly  dimorphic,  that  is,  of  two 
or  more  distinct  kinds  with  different  forms,  structures  and  func- 
tions, and  also  taking  definite  positional  relations  in  the  building 
up  of  the  compound  individual  plant  or  tree. 

It  is  among  the  animals,  however,  that  specializations  of  poli- 
tism exist  in  vast  variety,  and  the  diversity  becomes  obvious 
and  familiar.  In  many  different  groups  there  have  grown  up 
social  organizations,  so  that  all  stages  may  be  found  between  the 


ASPECTS    OF    KINETIC    EVOLUTION  243 

merely  gregarious  condition  in  which  the  individuals  are  still 
equal  and  alike,  to  those  in  which  the  diversity  inside  the  same 
species  may  be  greater  than  that  of  genera  and  families  in  other 
groups.  In  man  himself  social  organization  has  scarcely  gone 
farther  than  the  gregarious  state,  though  some  races  of  man- 
kind have  more  pronounced  social  instincts  than  others,  and 
such  instincts  have  undoubtedly  been  important  factors  in  their 
progress  or  backwardness  in  civilization.  In  some  countries 
distinct  castes  exist,  but  these  are  racial  or  historical  in  origin  and 
scarcely  amount  to  the  attainment  of  intraspecific  diversification. 

By  far  the  most  compact  and  highly  specialized  forms  of 
social  organization  are  to  be  found  among  the  insects.  Re- 
markably similar  conditions  have  been  attained  independently 
in  several  different  families  belonging  to  two  very  different 
orders,  the  termites  and  the  hymenoptera.  In  these  highly 
specialized  insects  the  individuals  of  a  species  are  no  longer 
capable  of  independent  existence,  but,  like  the  cells  of  the 
higher  plants  and  animals,  have  no  meaning  except  as  parts  of 
a  collective,  super-individual  organism.  The  nest  or  colony 
has  become  the  true  unit  of  the  species,  and  its  members  are 
differentiated  into  numerous  castes  adapted  to  particular  func- 
tions by  pronounced  differences  of  size  and  structure.  Among 
the  hymenoptera  only  the  females  have  social  instincts  and  take 
part  in  the  labors  of  the  nest  or  the  hive,  but  among  the  termite 
both  sexes  are  equally  involved.  Reproduction  is  restricted  to 
a  single  royal  pair,  who  do  no  work  beyond  burrowing  in  the 
ground  after  their  first  and  only  flight.  The  king  and  queen 
and  their  numerous  progeny  are  fed  and  cared  for,  and  the 
architectural  and  agricultural  labors  of  the  state  are  performed 
by  hosts  of  sterile  dwarfs,  of  which  in  some  species  there  are  as 
many  as  four  different  castes  —  soldiers,  foremen,  workers  and 
nurses,  each  distinct  in  form  and  highly  specialized  in  instincts 
for  its  particular  part  in  the  labors  of  the  city. 

The  body  of  the  termite  queen  may  be  hundreds  of  times  the 
size  of  that  of  a  worker,  and  the  head  and  mandibles  of  a  soldier 
twenty  times  as  large  as  those  of  a  nurse.  Termite  communities 
often  contain  millions  of  inhabitants.  They  build  structures  far 
exceeding,    proportionally,    anything   attempted   by   man,    and 


244  COOK 

maintain  underneath  them  immense  systems  of  subterranean 
fungus  gardens  and  chambers  for  storing  and  curing  the  com- 
minuted wood  of  which  the  gardens  are  built.  This  material  is 
brought  in  from  long  distances  by  means  of  tunnels  bored 
through  the  earth  or  covered  passages  built  over  rocks  and 
tree  trunks. 

Politism  is  to  be  classed  as  a  specialization  of  growth-stages, 
because  among  the  bees,  at  least,  it  has  been  found  that  the 
differentiation  of  the  sterile  worker  from  the  fertile  queen  is 
determined  by  the  amount  and  quantity  of  food  given  to  the 
growing  larva.  It  is  difficult  to  believe,  however,  that  this  is 
true  of  the  termites,  for  the  young  are  not  stationary  grubs  as 
among  the  bees,  but  active  creatures  which  circulate  to  all  parts 
of  the  nest,  so  that  a  consistent  policy  of  feeding  seems  quite 
impracticable.  Moreover,  the  workers  and  other  sterile  castes 
of  the  termites  are  not  undeveloped  females  alone,  as  among  the 
bees,  but  consist  of  stunted  forms  of  both  sexes. 

DIVERSITY    OF    NORMAL    DESCENT    (HETERISM). 

The  individuals  of  a  specific  group  may  appear  closely  alike 
when  compared  with  those  of  other  species,  but  when  compared 
with  each  other  their  diversity  becomes  obvious.  Many  evolu- 
tionary writers  have  believed  in  a  principle  of  heredity  which 
would  make  all  the  members  of  a  species  "  exactly  alike,"  and 
have  then  assumed  that  intraspecific  diversity  is  due  to  varia- 
tion of  environmental  experiences  in  one  stage  or  another  of  the 
life-history  of  the  differing  individuals.  The  kinetic  theory 
depends  upon  neither  of  these  hypotheses,  but  recognizes  the 
diversity  of  individuals  inside  the  species  as  a  normal  and 
highly  significant  evolutionary  phenomenon,  for  which  the  term 
heterism  has  been  proposed.  Plants  and  animals  propagated 
under  the  same  conditions  may  appear  more  similar  than  others 
of  the  same  stock  grown  under  diverse  conditions,  but  they  do 
not  tend  to  any  complete  uniformity  except  as  this  is  brought 
about  by  the  abnormal  inbreeding  to  which  domesticated  vari- 
eties are  usually  subjected. 

Heterism  might  be  defined  further  as  the  morphological 
aspect  of  symbasis.     To  support  and  hold  together  the  organic 


ASPECTS    OF    KINETIC    EVOLUTION  245 

structure  there  must  be  an  interweaving  of  lines  of  descent 
among  diverse  individuals.  This  requirement  is  most  conspicu- 
ously met  by  the  familiar  phenomena  of  sex-differentiation,  but 
can  be  traced  upward  through  all  the  intermediate  stages  from 
simple  heterism,  or  mere  individual  diversity. 

As  manifestations  of  heterism  are  to  be  included  all  stages  of 
intraspecific  diversity,  from  individual  differences  to  the  extreme 
specializations  of  the  sexes  and  polymorphic  forms  of  the  higher 
plants  and  animals.  The  function  of  heterism  is  to  afford  diver- 
sity of  descent,  under  conditions  of  symbasic  interbreeding. 
Narrow  segregation  or  selective  inbreeding  tends  to  eliminate 
heterism,  but  with  the  inevitable  result  of  degeneration.  Heteric 
characters  are  highly  heritable  and  though  sometimes  affected 
by  environmental  conditions  are  in  no  way  dependent  upon  them 
or  caused  by  them. 

Purity  of  stock  and  uniformity  of  characters  are  not  syn- 
onymous terms,  as  commonly  supposed.  A  very  "pure  "  inbred 
strain  may  degenerate  and  become  inconstant  through  mutation, 
or  there  may  be  the  diversity  of  dimorphism  or  polymorphism 
in  a  species  or  variety  which  has  not  been  crossed  with  any  alien 
blood. 

Heterism,  in  its  most  general  and  unspecialized  sense,  is  what 
has  been  called  by  some  authors  individual  variation  or  fluc- 
tuating variation.  It  includes  the  regular  and  normal  individual 
diversity  of  the  memhers  of  a  species  which  is  not  induced  by 
differences  of  external  conditions.  Some  writers  do  not  admit 
that  there  is  any  such  diversity,  not  caused  by  external  conditions. 
It  is  very  difficult,  of  course,  to  say  that  any  given  character 
or  difference  may  not  be  connected  with  an  environmental 
change,  but  it  is  very  easy  to  ascertain  with  reference  to  most 
of  the  so-called  individual  differences,  that  the  environmental 
relation,  if  any,  is  not  at  all  constant,  and  not  to  be  established 
on  the  basis  of  any  form  of  scientific  observation  yet  suggested. 
We  are  perfectly  aware  that  the  children  of  the  same  parents, 
born  and  raised  under  the  same  roof  are  often  very  unlike,  while 
on  the  other  hand,  close  family  likeness  may  persist  between 
children  born  and  bred  in  remote  parts  of  the  earth  involving 
the  completest  possible  change  of  climate,  food,  and  other  con- 
ditions of  existence. 


246  COOK 

Intraspecific  differences,  or  variations,  as  they  have  been 
called,  have  been  interpreted  hitherto  either  as  results  of  envi- 
ronmental influences  or  as  steps  toward  evolutionary  change. 
The  recognition  of  heterism,  or  the  diversity  of  normal  symba- 
sic  descent,  is  incidental  to  a  third  explanation  of  the  value  of 
variations,  that  they  help  to  maintain  the  vital  strength  or 
organic  efficiency  of  the  species. 

Indeed,  the  frequency  and  extent  of  the  differences  of  sexes, 
castes,  races  and  alternating  generations  show  not  onlv  that 
organisms  may  change  without  being  divided  into  separate 
species,  but  also  that  diversity  inside  the  species  has  an  evolu- 
tionary as  well  as  an  environmental  significance. 

Heterism  has,  if  this  suggestion  be  well  founded,  a  concrete 
physiological  value  in  the  economy  of  the  species,  quite  as  real 
as  food  and  water,  though  of  a  different  kind.  The  fuel  and 
water  are  necessary  to  keep  the  engine  going,  but  it  is  also 
necessary  that  the  machine  be  kept  in  repair  and  from  time  to 
time  replaced  by  another  built  on  the  same  plan. 

Environmental  variability  or  power  of  accommodation,  en- 
ables the  species  to  operate  under  a  variety  of  external  condi- 
tions, but  heteric  variability  provides  diversity  of  descent,  even 
under  uniform  and  favorable  conditions,  and  thus  makes  it  pos- 
sible for  the  species  to  continue  to  produce  new  individual 
organisms  as  good  or  better  than  the  old. 

Theories  of  evolution  by  environmental  causation  have  over- 
looked heterism  and  have  assumed  that  the  individual  members 
of  species  would  be  alike  if  there  were  no  environmental  in- 
equalities to  make  them  different.  This  assumption  is  con- 
trary, however,  to  all  the  pertinent  facts  observable  in  nature. 
Acquaintance  with  the  members  of  any  wild  species  of  plants 
or  animals  soon  shows  that  individual  differences  exist,  as  great, 
and  often  greater,  than  those  recognized  everywhere  among 
men  and  women,  or  among  horses,  dogs,  tulips,  roses,  grape- 
vines or  apple  trees.  Definite  individual  diversity,  as  of  stature, 
features,  and  thumb  marks  is  not  confined  to  the  European  races, 
nor  to  the  human  species.  Travellers  newly  arrived  in  Africa 
or  China  often  have  the  impression  that  the  natives  are  all 
closely  alike,  but  with  longer  residence  they  appear  as  different 
as  Europeans. 


ASPECTS    OF    KINETIC    EVOLUTION  247 

Likewise  with  plants  and  animals  ;  it  is  necessary  only  to 
become  personally  acquainted  with  them  to  appreciate  their 
individual  differences.  The  shepherd  knows  all  his  sheep  as 
individuals,  also  the  poultry-raiser  knows  the  eggs  of  the  indi- 
vidual hens,  and  the  farm  boy  knows  the  kind  of  nuts  which 
each  hickory  tree  produces. 

An  instructive  instance  of  natural  heterism  was  observed  in  a 
species  of  agave  which  is  extremely  abundant  on  the  mountains 
to  the  north  of  Chiantla,  in  the  department  of  Huehuetenango, 
Guatemala.  The  size,  shape,  color  and  spine-development  of 
plants  growing  by  the  hundreds  along  the  roadside  varied  end- 
lessly. Some  were  pale-green  and  heavily  pruinose,  some  slightly 
pruinose  and  much  darker  green.  Some  tapered  rather  gradu- 
ally to  the  point,  some  carried  their  width  to  near  the  end.  On 
some  the  spines  were  very  numerous  and  prominent,  on  others 
scattering  and  small,  and  with  all  grades  and  combinations  of 
these  and  other  varying  characters.  It  is  not  claimed  that  these 
agaves  have  essentially  greater  individual  differences  than  other 
plants.  The  phenomenon  of  heterism  is  rendered  unusually 
striking  because  their  large  leaves  have  a  very  definite  form  and 
are  closely  alike  on  the  same  plant,  and  thus  give  unusually 
favorable  opportunities  for  observing  and  comparing  the  differ- 
ences which  exist. 

SPECIALIZATIONS    OF    HETERISM. 

The  recognition  of  the  facts  of  heterism,  the  existence  of 
intraspecific  diversity  for  its  own  sake,  and  of  its  own  physio- 
logical value  to  the  species  might  appear  to  rest  on  merely  theo- 
retical ground  were  it  not  for  the  many  specializations  of  heterism 
for  which  no  use  or  meaning  has  even  been  imagined,  other  than 
that  of  maintaining  a  desirable  diversity  of  descent. 

In  some  species  heterism  has  remained  unspecialized.  The 
individuals  are  different,  but  still  all  equivalent  and  alike,  pos- 
sessing all  the  essential  vegetative  and  reproductive  parts.  Such 
species  secure  the  benefits  of  heterism  only  by  the  introduction 
of  new  characters,  for  each  character  can  be  shared  ultimately 
by  all  the  members  of  the  species  and  thus  ceases  to  be  of  value 
as  a  means  of  maintaining  diversity  of  descent. 
Proc.  Wash.  Acad.  Sci.,  December,  1906. 


248  COOK 

Heterism  becomes  specialized  when  there  are  permanently 
established  differences  among  the  members  of  the  species,  as  in 
the  familiar  phenomenon  of  sex.  There  is  also  a  series  of  many 
gradations  between  unspecialized  heterism  of  merely  individual 
differences,  and  the  fully  established  sex-differentiation.  The 
separate  sexes  of  the  higher  animals  are  so  familiar  a  phe- 
nomenon that  we  have  been  satisfied  to  consider  them  merely  as 
incidental  to  the  process  of  reproduction,  and  have  thus  over- 
looked the  additional  physiological  value  of  sexual  differences 
as  specializations  of  heterism,  to  insure  diversity  of  descent. 

In  man  himself  and  the  higher  mammals  and  birds  the  prin- 
ciple of  sexual  selection  enunciated  by  Darwin  may  have  had  an 
influence  in  the  further  accentuation  of  sexual  differences  such 
as  beards,  wattles,  combs,  tail-feathers  and  other  means  of 
rendering  one  sex  or  the  other  conspicuous  and  thus  attracting 
their  mates,  but  secondary  sexual  differences  are  not  confined 
to  the  higher  groups  or  even  to  animals.  Many  plants  are 
unisexual  and  the  two  sexes  often  have  differences  other 
than  those  of  the  essential  organs.  As  the  two  sexes  of  plants 
neither  see  nor  come  near  each  other,  the  pollen  being  carried 
by  the  wind  or  by  insects,  there  can  be  no  question  of  sexual 
selection  here.  Even  types  as  lowly  as  the  mosses  and  liver- 
worts often  have  the  sexes  separate  and  very  unlike.  Nature 
furnishes,  indeed,  hundreds  and  thousands  of  instances  of  inde- 
pendently acquired  sexual  diversity  without  use  either  in  environ- 
mental relations  or  in  reproductive  processes. 

The  use  lies,  we  may  believe,  not  in  the  particular  differences 
but  in  the  diversity  of  descent  which  the  species  is  enabled  to 
maintain.  Diversity  is  of  value  to  a  species  not  only  to  enable 
it  to  exist  under  a  variety  of  conditions,  but  also  because  diver- 
sity in  descent  is  an  important  factor  in  maintaining  the  organic 
strength  or  vital  efficiency  of  the  individual  organisms.  We  may 
still  believe  that  all  character  differences  have  their  uses,  but  the 
use  is  not  confined  to  environmental  or  selective  considerations. 
More  fundamental  than  these  is  the  use  of  the  diversity  to  the 
organisms  themselves. 

Sexual  differences  contribute,  in  other  words,  to  the  increased 
effectiveness  of  sexual  reproduction,  that  is,  they  intensify  the 


ASPECTS    OF    KINETIC    EVOLUTION  249 

effects  of  fertilization  or  cell-conjugation  in  endowing  the  new 
organism  with  the  power  of  vigorous  growth.  With  this  inter- 
pretation of  sexual  differences  in  mind  we  are  the  more  ready 
to  entertain  the  idea  that  specializations  of  heterism  would  be 
beneficial,  even  apart  from  the  sexual  diversification  of  the 
species,  and  are  thus  able  to  recognize  and  appreciate  a  group 
of  phenomena  which  has  hitherto  remained  meaningless  and 
neglected. 

Since  the  time  of  Sprengel  and  especially  since  Darwin,  it 
has  been  known  that  many  plants,  even  those  which  are 
bisexual,  or  provided  with  both  pollen  and  egg-cells,  have  many 
specialized  habits  and  devices  which  serve  to  secure  cross-fer- 
tilization. Although  possessed  of  pollen  of  their  own  the  flowers 
are  often  so  formed  that  the  pistils  receive  pollen  only  from 
abroad,  and  in  many  species  foreign  pollen  is  a  necessity,  pollen 
from  the  same  plant  being  entirely  ineffective.  The  advantage 
of  cross-fertilization  being  admitted,  the  value  of  these  adapta- 
tions for  securing  it  becomes  obvious,  but  the  benefits  lie,  as 
Darwin  discovered,  not  in  the  "  crossing  by  itself"  which  "  does 
no  good,"  but  in  the  diversity  of  parentage  which  may  in  this 
way  be  brought  about.  These  specializations  have,  in  other 
words,  a  double  function ;  they  assist  in  the  crossing  and 
also  minister  to  the  diversity  of  descent  which  is  the  object  of 
the  crossing.  They  have,  in  other  words,  the  same  function 
as  sexuality,  and  have  been  interpreted  by  naturalists  as  a  simple 
or  incipient  form  of  sexuality. 

Still  simpler  specializations  of  heterism  have  only  one  of  these 
two  functions,  that  of  maintaining  the  diversity,  but  without 
assisting  in  the  bringing  of  the  diverse  parents  together.  The 
crossing  is  left,  apparently,  to  chance,  but  when  it  takes  place 
the  diversity  renders  it  the  more  effective.  As  instances  of  this 
simple  type  of  specialized  heterism  may  be  cited  such  species 
as  Verbascum  blattaria,  the  flowers  of  which  are  pink  on  some 
plants  and  yellow  on  others.  The  two  types  grow  freely  inter- 
mingled over  wide  ranges  of  country  but  no  intermediates  are 
found. 


25O  COOK 

DIFFERENCES    OF    ADJUSTMENT    TO    ENVIRONMENT    (ARTISM). 

The  notion  that  all  of  the  differences  to  be  found  among  the 
individual  members  of  species  are  caused  by  inequalities  of  en- 
vironmental experience  finds  no  warrant  in  the  vast  mass  of 
experimental  facts  accumulated  by  agricultural  experience  with 
domesticated  plants  and  animals,  nor  in  observations  of  species 
in  undisturbed  natural  conditions.  The  differences  which  can 
be  ascribed  directly  to  environmental  influences  are  relatively 
few  and  of  little  importance  for  evolutionary  purposes.  Of  in- 
direct effects  of  environment  there  are  two  principal  classes, 
those  which  arise  from  the  ability  of  organisms  to  adjust  or 
accommodate  themselves  to  different  environments,  and  those 
which  result  from  a  disturbance  of  heredity  by  new  and  unac- 
customed conditions. 

The  individual  members  of  species  often  differ  among  them- 
selves as  a  result  of  the  possession  of  a  certain  range  of  organic 
elasticity  or  power  of  adjustment  to  different  environmental  con- 
ditions. Such  differences  are  commonly  greater  among  plants 
than  among  animals,  for  the  latter  are  often  able,  through  the 
power  of  locomotion,  to  choose  or  to  control  the  conditions 
under  which  they  shall  exist,  while  stationary  plants  are  sub- 
ject to  much  wider  ranges  of  environmental  vicissitudes.  It  has 
often  been  taken  for  granted  that  these  differences  of  accommo- 
dation are  direct  results  of  environmental  influences,  the  or- 
ganism being  thought  of  as  having  a  merely  passive  plasticity. 
The  fact  is,  however,  that  this  power  of  accommodation  is  as 
positive  a  phenomenon,  as  truly  a  form  of  organic  activity,  as 
growth,  locomotion  or  reproduction,  and  as  worthy  of  a  definite 
and  appropriate  designation  in  evolutionary  literature. 

Indeed  it  is  no  mere  figure  of  speech  to  term  these  differences 
accommodations.  The  word  can  be  used  of  plants  and  animals 
in  their  environmental  relations  in  quite  the  same  sense  as  for 
the  change  of  convexity  executed  by  the  human  eye  to  enable 
objects  to  be  clearly  seen  at  shorter  or  longer  distances. 

This  group  of  intraspecific  differences  has  received  a  large 
amount  of  study  from  evolutionary  specialists,  and  especially 
from  ecologists  and  others  who  hoped  to  find  the  causes  of  evo- 


ASPECTS    OF    KINETIC    EVOLUTION  2$l 

lutionary  progress  in  mechanical  effects  of  environmental  influ- 
ences. A  large  number  of  special  phenomena  of  artism  have 
been  named,  such  as  heliotropism,  or  the  power  of  plants  to  grow 
toward  the  light  or  to  turn  themselves  to  face  the  sun.  Ge- 
otopism  is  the  opposite  tendency  of  the  roots  to  bury  themselves 
in  the  soil. 

Some  writers  on  "  evolutionary  mechanics"  have  gone  so  far 
as  to  name  the  tendency  of  birds  to  stand  or  fly  facing  the  wind 
as  pneumotropism,  and  of  fish  to  head  up  stream  as  rheo- 
tropism.  Consistent  prosecution  of  this  tendency  to  ascribe 
special  "  forces,"  and  to  give  technical  names  to  each  habit  or 
instinctive  act  could  result  only  in  confusion,  worse,  indeed,  than 
the  older  practice  of  ascribing  all  unexplained  organic  phe- 
nomena to  a  general  "vital  force."  Even  the  operations  of 
agriculture  are  conducted  by  many  primitive  peoples  on  an  in- 
stinctive rather  than  a  rational  basis.  In  spite  of  permanent 
employment  and  a  fully  assured  supply  of  food,  the  Indians  of 
Central  America  obey  an  internal  compulsion  to  scatter  upon 
the  land,  when  the  proper  season  comes,  to  clear  and  plant  their 
corn  fields.  Owners  of  mines  and  plantations  have  reconciled 
themselves  to  a  complete  suspension  of  work  during  the  corn- 
planting  weeks,  having  learned  by  experience  that  it  is  useless 
to  oppose  or  to  reason  with  this  irresistible  agricultural  impulse. 

It  would  be  possible,  of  course,  to  describe  this  agricultural 
instinct  as  a  form  of  geotropism,  a  turning  to  the  land  for  food 
as  the  root  turns  to  the  soil.  The  practical  point  is  not,  how- 
ever, the  choice  or  application  of  terms,  but  to  note  the  prob- 
ability that  the  instinctive  actions  by  which  man  and  the  higher 
animals  adapt  themselves  to  environmental  needs  belong  to  the 
same  general  class  of  phenomena  as  the  accommodative  changes 
of  plants.  We  know  why  we  clear  the  land  and  plant  our  crops, 
and  if  the  need  or  the  advantage  be  not  present  we  have  no 
difficulty  in  discontinuing  our  agricultural  labors,  but  it  is  not 
likely  that  agriculture  arose,  in  the  first  place,  as  a  conscious 
and  deliberate  art.  Its  beginnings  are  probably  to  be  traced 
back  by  imperceptible  stages  to  the  primitive  root  crops  of  trop- 
ical America  which  grow  readily  from  cuttings  of  the  stems  and 
rootstocks,  so  that  the  digging  and  harvesting  of  one  crop  plants 
and  cultivates  the  next. 


252  COOK 

We  permit  ourselves  to  say  that  agriculture  was  learned  in 
some  such  accidental  way,  but  we  forbear  to  say  that  plants 
also  learn  to  adapt  themselves  to  take  better  and  better  advan- 
tage of  environmental  requirements.  We  base  the  distinction 
on  the  fact  that  we  have  reasons  for  our  actions,  but  in  the  great 
majority  of  comparable  cases  the  reasons  have  been  discovered 
long  after  the  arts  had  been  perfected.  We  have  theories  of 
swimming,  but  young  children  often  swim  quite  as  instinctively 
as  animals. 

This  may  appear  an  entirely  irrelevant  digression,  but  a  use- 
ful purpose  may  have  been  served  if  we  are  ready  to  recognize 
the  essential  unity  of  the  phenomena  of  accommodation  or  direct 
adaptation  and  cease  to  demand  special  explanatory  terms  and 
hypothetical  forces  for  each  of  the  multifarious  forms  of  adap- 
tive change.  The  explanation  will  come  when  our  knowledge 
of  protoplasmic  organization  has  sufficiently  increased,  but  in 
the  meantime  we  gain  nothing  by  multiplying  the  mystery  or 
by  giving  it  a  multitude  of  names. 

Under  the  theory  that  environment  causes  evolution  a  very 
real  and  important  relation  was  supposed  to  exist  between 
artisms,  or  adaptive  alternative  characters  inside  species,  and 
ecology,  or  the  study  of  the  adaptive  characters  of  species. 

Artisms  or  environmental  adjustment  variations  have  received 
much  consideration  from  those  who  have  held  that  evolution  is 
caused  by  the  environment,  and  who  have  believed,  in  accord- 
ance with  this  view,  that  the  environmental  variations  were  true 
examples  of  progressive  evolutionary  change,  carried  forward 
by  external  influences. 

This  doctrine  became  untenable  when  Weismann  showed  that 
characters  directly  "  acquired"  from  the  environment  are  not 
inherited,  that  is,  they  do  not  show  any  tendency  to  repeat  them- 
selves unless  the  inducing  conditions  are  present.  Weismann 
proposed  to  explain  the  possession  by  the  same  species  of  alter- 
native characters  by  his  theory  of  determinants,  or  internal 
"  mechanisms  of  heredity."  These  determinants  were  thought 
to  control  in  advance  the  characters  of  the  organism,  and  alter- 
native characters  were  explained  as  the  work  of  two  or  more 
sets  of  determinants  which  could  be  brought  into  action  by  par- 


ASPECTS    OF    KINETIC    EVOLUTION  253 

ticular  conditions.  Where  the  alternatives  are  sharply  defined 
as  in  the  two  sexes  of  man  and  the  higher  animals  this  theory 
might  appear  to  be  applicable,  but  where,  as  in  many  plants, 
there  are,  even  in  the  same  species,  all  stages  of  sexual  differ- 
entiation, or  many  distinct  castes  or  forms,  with  or  without 
reference  to  the  sexes,  the  theory  of  determinants  becomes  im- 
practicably complex. 

In  the  experiments  of  Standfuss  with  butterflies  it  has  been 
found  possible,  by  changes  in  the  temperatures  in  which  the 
pupae  are  kept,  to  influence  the  colors  of  the  adults  so  as  to 
approximate  those  of  a  different  geographical  variety  or  seasonal 
form.  It  has  been  inferred  as  a  consequence  that  temperature 
is  a  direct  evolutionary  factor  in  causing  one  species  to  change 
into  another.  In  reality,  however,  this  is  but  one  of  the  many 
instances  in  which  failure  to  distinguish  between  the  taxonomic 
and  the  evolutionary  standpoints  has  permitted  confusion  to 
enter.  Some  of  these  seasonal  and  geographical  forms  of  but- 
terflies have  been  named  as  distinct  species,  but  if  it  be  found 
that  the  supposedly  distinctive  characters  are  merely  artisms  or 
accommodations  to  temperature,  the  proper  step  is  to  revise  our 
classification  before  attempting  to  use  it  as  a  basis  of  evolu- 
tionary inferences.  The  largest  possibility  suggested  in  the 
present  instance  is  that  abnormal  temperatures  may  induce  in  one 
part  of  a  species  a  character  which  another  part  has  reached  by 
normal  evolutionary  process.  The  fact  that  the  different  geo- 
graphical color  races  may  have  been  described  and  named  as 
species  and  varieties  cannot  be  made  to  prove  that  temperature 
is  a  cause  of  species-formation. 

This  power  of  accommodation  to  the  environment,  specific 
elasticity  or  artism,  may  be  thought  of  for  evolutionary  purposes 
as  a  general  character  of  the  species,  but  like  other  characters  it 
is  possessed  in  different  degrees  by  different  individuals,  and  this 
difference  of  degree  is  as  heritable  as  any  other  feature.  Some 
individuals  and  strains  of  a  species  may  have  greater  range  of 
elasticity  on  both  ends  of  the  series,  while  others  have  greater 
freedom  of  change  in  one  direction  than  in  the  other,  for  example, 
they  can  become  very  hairy,  but  not  very  smooth.  Still  again, 
we  find  mutative  variations  toward  a  restriction  of  the  normal 


254  COOK 

range  of  development.  Some  of  the  coffee  mutants  have  ex- 
tremely short  internodes.  None  of  these  complications  need 
obscure  the  fact  that  the  phenomena  of  artism  can  be  viewed  as 
entirely  distinct  from  those  of  heterism,  though  neither  phe- 
nomenon excludes  the  other. 

DIFFERENCES    OF    USE    AND    DISUSE. 

One  of  the  reasons  for  the  persistence  of  the  belief  that 
adjustments  to  external  conditions  represent  direct  effects  of 
environment,  lies  in  the  fact  that  several  other  kinds  of  intra- 
specific  differences  have  been  confused  with  environmental 
adjustments.  Most  of  these  additional  types  of  diversity  are 
rather  uncommon,  but  they  are  well  calculated  to  confuse 
thought  and  even  to  vitiate  experiments,  especially  when  these 
are  undertaken  without  fully  considering  all  the  sources  of 
possible  error. 

If  an  animal  or  a  plant  be  kept  in  captivity  or  placed  other- 
wise under  conditions  where  its  normal  activities  are  not  called 
into  use,  muscles  or  other  organs  may  fail  to  reach  their  normal 
development,  or  they  may  actually  decline  in  size  and  deteriorate 
in  structure  under  continued  disuse.  There  are  certain  senses, 
of  course,  in  which  it  may  be  said  that  the  environment,  by 
determining  the  use  of  parts,  causes  them  to  prosper  or  decline, 
but  closer  attention  will  show  that  these  are  phenomena  of 
growth  and  nutrition  rather  than  of  environmental  adjustment. 
The  use  of  a  muscle  is  as  truly  a  condition  of  its  development 
as  the  food  from  which  the  tissue  is  nourished,  and  the  decline 
of  such  a  part  may  be  reckoned  as  a  starvation  phenomenon,  or 
interference  with  the  normal  processes  of  growth. 

The  fact  that  so  much  has  to  be  learned  through  precept  and 
practice  by  the  young  of  the  human  species  has  led  some  to 
overlook  the  existence  of  definite  instincts  and  muscles  which 
develop  without  use,  just  as  the  internal  organs  and  functions 
develop  in  the  embryo  before  birth. 

The  idea  that  there  is  a  natural  and  general  tendency  to 
evolutionary  motion,  to  change  of  organic  form  and  structure, 
need  not  be  confused  with  the  predication  of  a  principle  of  evo- 
lutionary perfection  by  which  some  writers  have  thought  that 


ASPECTS    OF    KINETIC    EVOLUTION  255 

organisms  might  be  carried  along  in  an  ever-upward  direction. 
Some  species  have  gone  forward  or  upward,  but  for  each  of  the 
groups  which  has  been  able  to  perpetuate  itself  by  continuing 
upward  there  have  been  hundreds  and  thousands  which  have 
not  continued  in  lines  of  effective  progress,  but  have  turned 
aside  and  have  been  extinguished.  This  is  as  true  of  man  and 
of  human  societies  as  of  species.  They  do  not  tend  to  go 
upward  but  they  do  tend  to  change  and  these  changes  have 
carried  a  few  upward  to  higher  levels,  where  new  planes  of 
development  and  expansion  were  possible,  but  where  the  prob- 
abilities of  still  further  steps  were  as  doubtful  as  before,  and  as 
truly  dependent  upon  correct,  if  unconscious  choice.  One  view 
is  teleological,  the  other  purely  causational. 

The  phenomenon  of  degeneration,  the  reduction  or  elimination 
of  unused  parts  or  organs,  has  led  to  the  placing  of  undue 
emphasis  upon  the  utilitarian  aspect  of  evolution.  Darwin 
attempted  to  connect  the  deficient  size  and  strength  of  the  unused 
organs  of  the  individual  with  their  reduction  in  the  species  by 
means  of  his  theory  of  pangenesis  which  assumed  that  all  parts 
of  the  body  contribute  to  the  reproductive  cells.  Degeneration 
was  made  a  converse  of  natural  selection  ;  the  reduction  was 
believed  to  appear  first  in  the  adult,  and  then  the  negative 
acquired  character  was  transmitted  to  the  next  generation. 
Many  characters  of  adult  organisms  consist  in  part  of  a  genetic 
or  hereditary  contribution,  which  might  be  called  a  qualitative 
element,  to  which  is  added  during  growth  a  quantitative  reaction 
to  more  or  less  favorable  conditions,  depending  not  only  upon 
external  circumstances  but  also  upon  the  perfection  and  effi- 
ciency of  the  remainder  of  the  organism.  Disuse  undoubtedly 
affects  the  quantitative  side  of  the  development  of  voluntary 
muscles  and  other  analogous  organs,  but  it  is  not  easy  to  under- 
stand how  a  progressive  reduction  could  be  brought  about  on 
Darwin's  hypothesis. 

After  the  elimination  of  the  quantitative  element  due  to  use,  a 
state  of  stability  might  be  expected  to  ensue,  unless  there  be 
predicated  in  addition  a  principle  of  organic  economy  tending 
to  the  gradual  and  continued  elimination  of  useless  characters 
and  organs.     In  other  words,  the  effect  of  pangenesis  acting 


256  COOK 

alone  would  be  limited  to  comparatively  few  generations,  and 
would  dispose  of  superficial  and  recently  acquired  characters 
only,  an  inference  apparently  supported  by  the  persistence  of 
many  rudimentary  organs. 

The  extreme  constancy  of  vestigial  characters  confirms  the  a 
■priori  expectation  that  selection  would  have  little  to  do  with 
them  except  to  eliminate ;  but  differences,  nevertheless,  occur, 
of  which  progressive  modification  without  selective  influence 
must  necessarily  be  predicated. 

Weismann's  panmixia  was  intended  to  represent  a  view 
diametrically  opposite  to  that  of  Darwin,  approaching  the 
question  of  reduction  from  the  side  of  heredity  only,  and  laid 
emphasis  on  the  opinion  that,  selection  being  discontinued,  indis- 
criminate crossing  without  reference  to  the  character  previously 
at  a  premium  would  result  ultimately  in  the  reduction  of  the 
selectively  developed  parts.  But  even  if  it  be  admitted  that  a 
reduced  average  would  be  attained  within  specific  limits  or 
where  intercrossing  is  possible,  panmixia  remains  entirely  inad- 
equate to  explain  the  progressive  elimination  of  wings,  legs, 
eyes  or  other  important  parts  of  the  body,  unless  it  be  extended, 
as  in  the  previous  case,  to  an  organic  law  of  economy,  a  prop- 
osition logically  quite  distinct  from  panmixia.  It  is  of  inci- 
dental interest  to  note  that  both  Darwin  and  Weismann  have  thus 
tacitly  admitted  a  law  of  organic  motion  in  the  direction  of  the 
simplification  of  organisms,  and  that  this  proposition  is  again 
the  exact  opposite  of  that  of  Nageli  whose  "  Vervollkommungs- 
jirincij)''''  works  from  the  simple  to  the  complex. 

The  phenomena  of  degeneration  may  appear  to  militate 
against  the  idea  of  a  spontaneous  organic  motion.  The  belief 
has  been  that  though  organisms  are  in  a  sense  elastic,  in  that  one 
or  more  characters  can  be  far  drawn  out  by  selection,  they  tend 
more  or  less  promptly  to  return  to  what  might  be  viewed  as  the 
previous  condition  of  rest  or  equilibrium.  Especially  would  this 
be  the  case  where  selection  has  been  very  acute  and  has  accen- 
tuated one  character  at  the  expense  of  the  total  efficiency  of  the 
organism  with  reference  to  conditions  other  than  that  which  has 
determined  the  special  selection.  The  removal  of  the  latter 
would  then  involve  the  loss  of  the  advantage  gained  by  selec- 


ASPECTS    OF    KINETIC    EVOLUTION  257 

tive  response  to  the  special  demands.  In  groups  subjected  to 
an  active  struggle  for  existence  this  would  mean  a  change  of 
direction  rather  than  a  cessation  of  selection.  In  many  other 
instances,  notably  among  parasitic  forms,  the  loss  of  normal 
organs  ascribed  to  disuse  is  better  explainable  by  selection,  since 
the  apparent  degeneration  is  of  decided  advantage  from  the 
standpoint  of  the  actual  life-history  of  the  animals. 

The  principle  of  panmixia  seems,  indeed,  to  involve  an  un- 
warrantable extension  of  the  idea  of  organic  elasticity,  since  it 
implies  that  organic  structure  is  maintained  by  selection  alone, 
without  which  everything  would  drop  back  to  simple  protoplasm. 
Of  such  a  general  tendency  to  degeneration  there  is,  however, 
no  indication.  As  explained  elsewhere,  the  reversion  of  inbred 
highly  selected  types  to  the  wild  form  of  the  species  is  not  de- 
generation, but  a  recovery  of  normal  structure  after  restoration 
to  normal  conditions  of  interbreeding. 

DIFFERENCES    OF    DEFICIENT    ACCOMMODATION    (TOPISM). 

Environmental  differences  are  not  all  of  one  kind.  Some  of 
them  are  the  results  of  the  power  of  accommodation  or  adjust- 
ment (artism),  while  others  represent  rather  a  deficiency  in 
ability  of  this  kind,  so  that  the  organism,  though  perhaps  able 
to  maintain  an  existence,  fails  to  attain  one  or  another  of  the 
normal  characters  of  the  species.  Thus  there  is  a  variety  of 
canary  bird  which  if  fed  on  cayenne  pepper  during  its  period  of 
moulting  produces  red  feathers  instead  of  yellow. 

The  South  American  Indians  are  said  to  be  able  to  alter  the 
color  of  the  feathers  of  their  domesticated  parrots  by  inoculating 
them  with  the  blood  of  toads.  The  colors  of  certain  flowers 
can  be  modified  by  special  conditions  or  by  treatment  with 
chemicals.  The  injury  of  the  white  pigs  from  paint-root,  while 
black  pigs  escaped,  as  related  by  Darwin,  would  be  another 
example  of  the  same  group  of  phenomena. 

The  relations  of  topism  to  artism  and  to  teratism  are  some- 
times very  intimate.  A  character  assumed  by  one  plant  as  a 
means  of  accommodation  may  appear  in  another  as  a  limitation 
of  the  power  of  accommodation  or  as  a  complete  abnormality. 
The   need  of  discrimination   and  the  difficulty  of  exercising  it 


2  58  COOK 

are  frequently  apparent  in  the  literature  of  the  subject.  Thus 
it  has  been  inferred  from  experiments  on  a  spiny  New  Zealand 
plant  that  the  spines,  instead  of  being  a  means  of  protection 
against  grazing  animals,  of  which  there  were  none  in  New 
Zealand,  are  in  reality  an  adaptation  against  transpiration, 
because  they  do  not  appear  when  the  plants  are  cultivated  in  a 
humid  atmosphere. 

"After  being  placed  in  the  moist  chamber,  the  plants  devel- 
oped no  more  spines  and  are  now  seedling  plants  in  all  respects 
except  for  the  few  spines,  which  were  developed  prior  to  the 
culture  in  moist  air.  Moreover,  it  seems  evident  that  such 
plants  would  remain  in  the  seedling  form  so  long  as  they  were 
kept  in  an  atmosphere  constantly  moist  and  exposed  to  a  feeble 
light. 

"  Even  an  adult  shoot  on  a  full  grown  plant  in  the  open  and 
freely  producing  spines,  may  have  any  further  production  of 
such  suppressed  at  once,  if  the  shoot  should  continue  its  growth 
under  slightly  more  hygrophytic  conditions.  Thus  quite  recently, 
I  observed  on  the  clay  hills  near  Wellington,  a  shoot  creeping 
near  the  ground  whose  apical  portion  was  covered  by  grass. 
This  shoot  where  fully  exposed  to  the  light  was  spinous  as  usual, 
but  where  shaded  and  in  a  slightly  moister  atmosphere  was  quite 
without  spines. 

"  From  the  above  it  follows  that  the  production  of  spines  in 
Discaria  Toumatou  can  be  controlled  at  will  by  specifically 
changing  its  environment —  a  plant  exposed  to  a  dry  atmosphere 
and  normal  light  producing  spines,  whilst  one  exposed  to  a  moist 
atmosphere  and  a  feeble  light  produces  no  spines,  but  in  their 
place  leafy  shoots  of  unlimited  growth. 

"  That  spines  on  xerophytic  plants  are  an  adaptation  against 
the  attacks  of  grazing  animals  is  a  matter  of  such  general  belief 
as  to  be  admitted  into  certain  botanical  text-books  as  a  proved 
fact. 

"  It  seems,  however,  to  me  that  my  experiment,  detailed  above, 
is  a  fairly  crucial  case,  and  that  in  Discaria  Toumatou,  at  any 
rate,  the  spines  are  a  direct  response  to  conditions  of  dryness, 
and  function  as  a  special  contrivance  for  checking  transpiration. 
If  so,  then  they  have  nothing  to  do  primarily  with  attacks  of 


ASPECTS    OF    KINETIC    EVOLUTION  259 

grazing  animals,  especially  when  it  is  borne  in  mind  that  New 
Zealand  never  contained  such,  excepting  the  various  species  of 
Mo  a."1 

That  the  spines  did  not  develop  under  conditions  of  moisture 
and  feeble  light  can  scarcely  be  accepted,  however,  as  proving 
that  they  are  a  special  contrivance  for  checking  transpiration, 
for  many  analogous  adaptations  do  not  fail  to  appear  in  advance 
of  the  conditions  which  require  them.  Cacti,  and  other  spiny 
plants  often  make  most  of  their  growth  in  periods  of  humid 
weather,  but  they  do  not  on  that  account  fail  to  put  on  spines. 

The  possibility  that  the  spines  may  be  a  useful  form  of  tissue 
for  the  plant  when  living  in  the  normal  desert  habitat  is  not  a 
sufficient  explanation  of  the  failure  to  produce  the  spines  under 
conditions  of  humidity  and  deficient  sunlight.  The  spines  might 
be  an  adaptive  character  and  still  appear  under  all  conditions  of 
growth.  They  might  represent  an  adjustment  character  or  artism 
and  still  be  only  reduced  instead  of  being  eliminated  in  the  shade 
form.  That  the  spines  disappear  entirely  indicates  that  another 
factor  may  need  to  be  recognized,  that  certain  conditions  are 
necessary  for  their  development,  and  that  without  these  condi- 
tions the  plant  is  unable  to  make  spines,  just  as  the  pepper-fed 
canary  birds  may  be  thought  of  as  no  longer  able  to  produce 
yellow  feathers. 

The  interest  of  the  Discaria  experiment  would  have  been 
increased  if  it  had  included  a  test  of  the  behavior  of  the  plants 
in  shade  conditions  without  excessive  atmospheric  moisture,  to 
determine  whether  deficiency  of  light  might  not  of  itself  inhibit 
the  formation  of  the  spines,  simply  by  restricting  the  activity  of 
the  cells.  The  formation  of  the  spines  is  a  specialization  which 
the  seedling  plants  do  not  attain  until  they  have  grown  to  con- 
siderable size,  perhaps  not  until  they  have  encountered  condi- 
tions of  drought  and  exposure  to  strong  sunlight.  It  is,  there- 
fore, not  unreasonable  to  suppose  that  these  conditions  are  a 
necessity  to  enable  the  plant  to  produce  the  spines,  and  hence 
that  its  failure  to  produce  them  represents  not  so  much  an  accom- 
modation as  a  lack  of  accommodation,  that  is,  topism,  instead 
of  artism. 

1  Cockayne,  L.,  1905.  Significance  of  Spines  in  Discaria  Toumatou  Raoul 
(Rhamnaceas),  New  Phjtologist,  4  :  79. 


26o  COOK 

The  prompt  loss  of  wool  by  sheep  brought  to  tropical  coun- 
tries is  one  of  the  most  striking  instances  of  response  to  environ- 
mental conditions,  but  there  are  several  elements  which  need  to 
be  taken  into  account  in  attempting  to  arrive  at  a  clear  under- 
standing of  the  nature  of  the  process.  The  continuous  heat 
and  excessive  humidity  may  induce  an  abnormal  condition  of 
the  skin  and  cause  the  hair  to  fall  out,  as  often  happens  in  hu- 
man fever-patients.  On  the  other  hand,  the  failure  of  the  sheep 
raised  in  the  tropics  to  produce  wool  may  be  due  to  a  lack  of 
sufficiently  normal  conditions  of  existence  which  disturbs  the 
normal  heredity  and  affects  first  the  most  highly  specialized 
character  of  the  animal.  The  loss  of  wool  could  be  explained 
in  this  way  as  a  deterioration  or  reversion  rather  than  as  a  new 
or  adaptive  character.  The  domestic  sheep  is  now  supposed 
by  Lydekker  to  be  descended  from  wild  types  which  had  a 
hairy  summer  coat  and  produced  wool  only  as  cold  weather 
approached.1 

Many  animals  and  plants  require  the  seasonal  vicissitudes  of 
heat  and  cold  as  a  normal  part  of  the  conditions  of  existence, 
and  refuse  to  behave  normally  in  tropical  regions  where  wide 
ranges  of  temperature  do  not  occur.2  Indeed,  the  changes  of 
temperature  appear  to  supply  to  some  of  them  the  same  kind  of 
bodily  vigor  to  which  diversity  of  descent  contributes.  The 
plants  and  animals  of.  tropical  regions  appear  to  have  rela- 
tively great  rapidity  of  evolutionary  progress,  as  pointed  out 
by  President  Jordan,  who  finds  that  the  tropical  fishes  are  much 
more  highly  specialized  than  those  of  extratropical  waters. 

"The  processes  of  specific  change,  through  natural  selection 
or  other  causes,  if  other  causes  exist,  take  place  most  rapidly 
there  and  produce  most  far-reaching  modifications."3 

It  has  not  been  shown,  however,  that  natural  selection  is  less 
acute  in  the  colder  regions  of  the  globe  ;  in  fact,  the  general 
impression  has  been  that  the  requirements  are  the  more  stringent 
and  exacting. 

'Lydekker,  R.,  1904.     The  Field,  104:  654. 

2  Apples,  cherries  and  many  other  temperate  trees  and  cultivated  plants  fail 
to  reach  productive  maturity  under  consistently  tropical  conditions,  just  as  the 
seeds  of  lettuce  may  refuse  to  sprout  without  alternations  of  temperature,  and 
the  eggs  of  some  mosquitoes  refuse  to  hatch  unless  they  have  been  frozen. 

3Jordan,  D.  S.,  1901.     Science,  N.  S.,  14:  566. 


ASPECTS    OF    KINETIC    EVOLUTION  26 1 

TEMPORARY    EFFECTS    OF    NEW    CONDITIONS    (NEOTOPISM). 

Experiments  to  test  the  effects  of  different  environments  upon 
plants  are  often  interfered  with  by  a  temporary  stimulation  of 
growth,  due,  apparently,  to  the  fact  that  the  conditions  are  new, 
rather  than  to  any  essential  superiority  of  the  new  place. 

Like  travelers  in  foreign  countries  they  may  often  behave  in 
a  manner  very  different  from  their  habits  at  home.  Organisms, 
as  well  as  men,  though  not  built  by  their  environments,  are 
often  built  into  them  to  such  a  degree  that  where  the  accustomed 
supports  and  restrictions  are  taken  away  the  usual  courses  of 
action  are  no  longer  followed.  New  and  unexpected  character- 
istics assert  themselves,  not  only  or  chiefly  because  the  new 
conditions  cause  the  organism  to  vary,  but  because  they  give  it 
an  opportunity  to  do  so,  or  strengthen  and  bring  to  expression 
some  tendency  or  instability  of  equilibrium.  The  new 
characteristics  which  have  a  definite  connection  with  the  new 
environment  and  are  in  the  nature  of  adjustments  to  it  may  be 
expected  to  continue,  but  there  is,  in  addition,  a  temporary  effect, 
a  temporary  lack  of  adjustment,  or  a  stimulation  or  aberration 
which  sooner  or  later  disappears. 

This  phenomenon  may  be  called  neotopism,  or  the  new  place 
effect.  It  is  often  strikingly  shown  in  plants,  and  is  not  lack- 
ing in  animals.  The  most  familiar  example  of  it  is,  perhaps, 
that  of  the  tonic  medicines.  A  vast  number  of  substances, 
utterly  unlike  among  themselves  and  having  utterly  diverse 
specific  actions  upon  the  human  system  when  taken  in  large 
quantity,  may  nevertheless  produce  the  same  beneficial  effect 
of  temporarily  increasing  the  efficiency  of  the  organism,  when 
taken  in  extremely  small  doses. 

Neotopism  is  also  to  be  reckoned  as  one  of  the  factors  con- 
tributing to  the  great  vigor  and  rapid  distribution  of  plants  and 
animals  immediately  following  their  introduction  into  a  new 
region.  It  is  true  that  they  may  also  have  the  advantage  of 
immunity  from  diseases  or  natural  enemies  to  which  they  were 
subject  at  home,  but  this  is  by  no  means  a  sufficient  explanation 
of  the  unusual  vigor  and  fecundity  which  they  manifest  for  a  time 
and  which  disappears  after  a  series  of  years.  Many  plants, 
like  the  Russian  thistle,  which  terrified  the  agricultural  regions 


262  COOK 

of  the  Middle  West  a  decade  ago,  after  threatening  for  a  time  to 
become  permanently  injurious  pests,  have  taken  their  places  as 
comparatively  peaceful  settlers  among  the  older  plant  inhabitants. 

Neotopism  is  a  phenomenon  long  known  in  practical  agricul- 
ture, but  hitherto  not  explained  and  generally  not  accepted  in 
the  scientific  world,  because  the  requisite  evolutionary  viewpoint 
was  lacking.  Having  come  to  appreciate  the  physiological 
functions  of  heterism  in  maintaining  the  vital  efficiency  of  organ- 
isms, we  are  in  position  to  understand  that  a  transfer  to  new 
conditions  may  also  act  as  a  direct  stimulant  of  organic  vigor, 
an  artificial  symbasis,  as  it  were,  which  has  probably  contrib- 
uted much  to  the  sustained  vitality  of  our  inbred  cultivated 
plants. 

Likewise  the  heterism  of  the  species  might  be  thought  of  as 
increased  by  the  extension  to  the  new  locality,  and  the  added 
neotopic  diversity  might  serve  the  same  purpose  as  normal 
heterism  in  helping  to  maintain  the  organic  vigor  of  the  species 
as  a  whole,  under  conditions  of  free  interbreeding.  Thus  devices 
for  securing  wide  distribution  serve  the  interests  of  the  species 
in  a  variety  of  ways.  They  not  only  tend  to  increase  the 
numerical  prosperity  of  the  group,  but  increase  the  facilities 
for  interbreeding  among  the  members  of  the  species  and  also 
give  it  the  benefit  of  as  widely  different  conditions  as  possible. 
The  diversity  of  conditions  accentuates  diversity  of  descent  and 
thus  contributes  to  the  vigor  of  the  species.  With  sedentary 
plants  in  particular  we  should  be  prepared  to  learn  that  changes 
of  conditions  of  growth  are  as  beneficial  as  changes  of  diet  for 
man  and  the  higher  animals. 

In  many  crops  it  has  become  a  regular  agricultural  practice 
to  exchange  seed  between  more  or  less  distant  localities.  Seed 
planted  in  a  new  locality  often  produces  better  and  more  fertile 
plants  than  in  the  place  where  it  was  grown,  and  better  than 
the  same  stock  after  it  has  been  planted  in  the  same  place  for  a 
series  of  years.  The  new  conditions  afford,  for  a  time,  the 
same  physiological  benefits  as  diversity  of  descent  and  new 
variations,  and  constitute,  indeed,  a  striking  confirmation  of  the 
physiological  relations  of  these  groups  of  phenomena. 

In  many  other  cases  neotopism  may  only  bring  to  the  surface 


ASPECTS    OF    KINETIC    EVOLUTION  263 

and  accentuate  conditions  of  degeneration.  Many  varieties  of 
domesticated  plants  and  animals  have  been  bred  so  long  and  so 
narrowly  in  one  particular  locality  that  any  change  is  accom- 
panied by  notable  deterioration.  Thus  it  comes  to  be  believed 
that  seeds  of  one  particular  plant,  such  as  the  radish  or  the 
cauliflower,  can  be  grown  to  perfection  only  at  Erfurt.  Trans- 
ferred to  any  other  point,  neotopic  mutation  at  once  appears  and 
brings  diversity  and  commercial  inferiority.  In  a  similar  way 
many  high-bred  animals  like  the  Jersey  cattle  also  deteriorate 
or  show  special  susceptibility  to  disease  when  subjected  to  new 
conditions,  even  to  those  in  which  other  less  closely  adjusted 
breeds  are  able  to  thrive. 

BEARING    OF    NEOTOPISM    UPON    ACCLIMATIZATION. 

Neotopism  must  also  be  taken  into  account  in  another  depart- 
ment of  agricultural  investigation.  The  phenomenon  is  often 
very  marked  in  plants  introduced  from  tropical  countries  into  tem- 
perate regions,  and  has  had  the  opposite  effect  of  deceiving 
us  regarding  the  possibility  of  acclimatizing  species  or  varieties 
of  tropical  origin.  The  popular  impression  is  that  the  colder 
climate  of  our  more  northern  latitudes  will  restrict  the  growth 
of  plants  from  the  tropics,  but  this  is  the  reverse  of  what  usually 
happens,  as  a  matter  of  fact.  It  seems  to  be  a  general  law  that 
annual-crop  plants,  whether  of  temperate  or  of  tropical  origin,  are 
most  vigorous  and  productive  near  their  northern  limit  of  growth. 
The  reason  for  this  is  that  the  longer  days  supply  a  greater 
amount  of  heat  and  sunlight  than  in  the  tropics  themselves. 

Plants  newly  introduced  from  the  tropics  commonly  misuse 
these  exceptionally  favorable  conditions  to  put  forth  an  abnor- 
mal amount  of  vegetative  growth  and  are  often  killed  by  frost 
before  they  commence  fruiting.  It  has  been  usual  to  explain 
the  failure  of  such  experiments  on  the  simple  ground  that  our 
northern  season  has  proved  too  short  for  these  tropical  varieties, 
but  as  a  matter  of  fact  the  time  may  have  been  equal  to  that 
required  by  these  same  varieties  for  normal  growth  and  maturity 
at  home  in  the  tropics.  Thus  the  Kekchi  variety  of  Upland 
cotton,  which  matures  seeds  in  Eastern  Guatemala  in  five  months 
from  planting,  required  in  Texas  over  six  months  to  produce 

Proc.  Wash.  Acad.  Sci.,  January,  1907. 


264  COOK 

a  much  smaller  crop  the  first  year  after  its  introduction,  and 
might  have  produced  no  seed  at  all  if  the  tendency  to  abnormal 
luxuriance  of  growth  had  not  been  checked  by  a  long  period  of 
dry  weather.  Other  tropical  varieties  of  cotton  have  consistently 
refused  to  produce  seed  when  introduced  into  Texas,  even 
though  the  same  length  of  season  would  have  been  sufficient  in 
their  home  localities. 

With  the  superior  conditions  of  growth  supplied  by  our  north- 
ern summers  most  of  the  tropical  varieties  would  be  able,  if 
they  utilized  their  opportunities  properly,  to  develop  even  more 
rapidly  than  they  do  in  the  tropics,  and  this  result  has  been 
reached  with  some  of  the  Mexican  varieties  of  corn.  During 
their  first  seasons  in  the  United  States  they  became  greatly 
overgrown  and  ripened  scarcely  any  seed,  but  after  a  few  years 
they  recovered  their  short-season  qualities  and  became  es- 
pecially useful  as  extra-early  varieties,  like  the  "  Mexican 
June"  corn. 

The  conditions  under  which  such  experiments  are  usually 
made  are  well  calculated  to  intensify  neotopism  instead  of  hold- 
ing it  in  check.  It  has  been  reasoned  after  the  analogy  of  our 
domestic  varieties  that  fertile  soil  and  thorough  cultivation  will 
conduce  to  the  early  maturity  so  much  desired.  Moreover,  it  is 
the  regular  practice  to  keep  testing  gardens  and  experimental 
plots  in  the  best  of  condition.  The  result  is  that  the  newly  in- 
troduced tropical  variety  is  surfeited  with  the  unwonted  supply 
of  readily  available  food  and  moisture,  which  still  further  in- 
creases the  tendency  to  abnormal  vegetative  growth. 

Many  such  varieties  have  entirely  failed  of  acclimatization 
because  they  ripened  no  seed  at  all  in  the  localities  in  which 
the  first  experiment  happened  to  have  been  made.  Neverthe- 
less, the  inference  is  not  warranted  that  such  varieties  cannot 
be  acclimatized  in  temperate  regions.  Experiments  in  the  in- 
troduction of  new  types  of  Upland  cotton  from  Guatemala  have 
shown  that  the  tendency  to  rank  and  sterile  vegetative  develop- 
ment can  be  controlled  by  carrying  the  new  stock  far  enough 
to  the  north  and  placing  it  in  comparatively  sterile  soil.  In  the 
latitude  of  Washington  the  Guatemalan  varieties  of  cotton 
showed  much  more  normal  habits  of  growth,  and  made  more 


ASPECTS    OF    KINETIC    EVOLUTION  265 

progress  toward  fertility  and  seed-production  than  in  the  much 
longer  growing  season  of  Texas.  These  experiments  afford  a 
definite  intimation,  to  say  the  least,  that  by  the  proper  choice  of 
conditions  for  the  first  planting  the  neotopic  stimulation  of  trop- 
ical varieties  can  be  held  sufficiently  in  check  to  permit  the  ma- 
turing of  at  least  small  amounts  of  seed.  This  opens  the  way 
to  the  practical  acclimatization  in  the  United  States  of  useful 
varieties  of  cotton,  corn  and  other  important  food-plants  of 
tropical  origin. 

Further  experiments  have  shown  that  the  second  generation 
of  cotton  in  the  United  States  is  notably  earlier  and  more 
productive  than  the  first  generation,  when  grown  from  seed 
of  the  same  origin  and  planted  in  adjacent  rows.  It  has  also 
become  evident  that  there  are  at  least  three  stages  or  kinds  of 
new  place  effects  to  be  considered  in  the  acclimatization  of 
different  varieties  and  types  of  cotton.  The  changes  of  hered- 
itary behavior  which  can  be  induced  by  the  transfer  to  new 
conditions  are  not  limited  merely  to  increased  size  or  vigor,  but 
have  obvious  bearing  upon  the  phenomena  of  mutation,  since 
the  plants  may  change  in  a  very  definite  manner  in  characters 
which  would  usually  be  considered  of  varietal  or  even  of  specific 
importance.  The  lack  of  fertility  which  accompanies  the  aber- 
ration from  normal  characters  affords  a  further  analogy  with 
mutations.  Nor  does  the  interest  of  the  experiment  end  here, 
for  it  has  been  proved  that  this  neotopic  form  of  mutation 
may  supervene  in  a  perfectly  definite  manner  even  after  the 
plants  have  grown  for  a  time  according  to  the  specifications  of 
normal  form  and  habits  of  the  variety. 

When  the  change  takes  place  early  the  whole  plant  may  show 
the  abnormal  characters  and  may  be  more  or  less  completely 
sterile.  In  another  locality  plants  of  the  same  origin  may  grow 
for  a  time  in  a  normal  manner  and  remain  normally  productive, 
but  may  then  change  suddenly  and  completely  to  the  abnormal, 
infertile,  neotopic  condition.  In  this  form  of  neotopism  the 
behavior  of  the  individual  plants  grown  from  the  same  lot  of 
imported  seed  is  often  remarkably  uniform  and  the  result  is 
closely  parallel  to  that  described  a  few  years  ago  by  Dr.  C.  A. 
White  in  tomatoes.     Two  lots  of  seed   produced,  with   much 


266  COOK 

uniformity,  progeny  so  unlike  their  parents  that  Dr.  White 
described  and  named  them  as  a  new  species.1 

A  third  result  sometimes  reached  by  transferring  plants  to 
new  conditions  is  to  induce  a  more  or  less  general  outbreak  of 
miscellaneous  variations  of  an  abruptly  mutative  character.  In 
such  instances  the  stimulation  effect  may  be  lacking  or  very 
inconstant.  Some  individuals  may  be  several  times  as  large  as 
their  parents,  while  others  are  as  much  smaller. 

Although  the  new  conditions  evidently  induce  the  mutative 
variations,  they  can  not  be  said  to  cause  them,  in  any  definite 
evolutionary  sense,  as  proved  by  the  great  diversity  of  the  muta- 
tions which  the  same  change  of  conditions  may  call  forth.  The 
unfavorable  conditions  unbalance  the  organisms,  but  the  indi- 
vidual lapses  from  normal  heredity  take  many  different  direc- 
tions, without  reference  to  particular  requirements  of  the 
environment. 

The  practical  significance  of  the  new-place-effects  is,  there- 
fore, entirely  different  in  different  instances.  As  long  as  the 
result  is  an  increase  of  vigor  and  fertility,  the  phenomenon  is  a 
useful  one ;  but  if  the  stimulation  be  so  great  as  to  change  the 
characters  of  the  plants  and  render  them  infertile  the  crop  may 
be  ruined,  and  this  misfortune  may  also  be  reached  when  many 
miscellaneous  variations  and  degenerations  appear. 

DIFFERENCES    ARISING    FROM    PARTIAL    ISOLATION    (PORRISM). 

Members  of  the  same  species  are  often  more  or  less  unlike  in 
the  different  parts  of  their  geographical  range  of  distribution. 
Some  of  these  differences  will  be  found  to  have  relations  to 
differences  of  environment,  but  others  will  persist  even  when 
brought  into  tne  same  conditions.  These  geographical  diversi- 
ties represent,  no  doubt,  the  results  of  partial  isolation,  and  are 
of  the  same  nature  as  the  differences  between  species.  If  inter- 
breeding were  adequate,  evolutionary  progress  would  be  kept 
uniform  over  the  whole  species,  but  if  the  organism  is  sedentary 
or  lacking  in  facilities  of  dispersion  local  diversities  may  accu- 
mulate. 

1  White,  C.  A.,  1905.  The  Mutations  of  Lycopersicum,  Popular  Science 
Monthly,  47  :   151. 


ASPECTS    OF    KINETIC    EVOLUTION  267 

Individuals  from  neighboring  localities  may  maintain  the  usual 
amount  of  similarity,  but  if  specimens  from  remote  parts  of  the 
geographic  range  of  the  species  be  compared  they  may  prove 
notably  different.  If  the  climatic  or  other  conditions  of  the  two 
localities  are  unlike  it  is  very  natural  to  infer  that  this  is  the 
cause  of  the  differences  between  their  organic  inhabitants.1 

That  this  explanation  may  prove,  in  some  cases,  to  be  correct, 
does  not  justify  us,  however,  in  neglecting  to  perceive  that  the 
remote  members  of  a  species  may  have  opportunities  to  accu- 
mulate diverse  characteristics,  much  as  though  they  belonged 
to  two  distinct  species.  The  extent  to  which  they  can  do  this 
will  depend  upon  the  habits  of  the  particular  plant  or  animal. 
Sedentary  species  of  animals  or  plants  which  have  no  means  of 
securing  wide  dissemination  of  seeds  or  pollen,  tend  to  manifest 
local  divergencies.  The  cause  of  this  is,  apparently,  that  new 
characteristics  appear  in  different  parts  of  the  range  of  the 
species  more  rapidly  than  they  can  be  distributed  through  the 
whole  interbreeding  group.  Thus  the  quail,  or  Virginia  par- 
tridge, a  nonmigratory  bird  extending  from  New  England  to 
Central  America,  shows  a  large  number  of  appreciably  different 
local  varieties  or  subspecies,  which  might  not  exist  if  the  bird 
were  migatory  and  there  were  a  more  general  intermingling  of 
the  members  of  the  species.  The  differences  which  charac- 
terize such  local  subspecies  may  be  quite  the  same,  both  in 
character  and  amount,  as  those  which  distinguish  completely 
segregated  species,  but  they  are  treated  as  subspecies  because 
the  distribution  of  the  whole  group  still  remains  continuous,  and 
provides  a  complete  series  of  connecting  links  between  the  local 
forms  which  happen  to  be  described  as  subspecies. 

1  Engler,  A.,  1904.  Plants  of  the  Northern  Temperate  Zone  in  their  Transi- 
tion to  the  High  Mountains  of  Tropical  Africa.     Annals  of  Botany,  iS  :  539. 

"  I  am  convinced  that  in  such  cases  the  somewhat  different  climate  is  the 
cause  of  all  or  at  least  of  a  part  of  the  modifications.  Sometimes  in  connection 
with  these  new  variations  are  also  to  be  observed  (cf.  Cerastium  ccespitosum), 
which  may  become  the  beginning  of  other  new  forms.  The  constancv  of  such 
climatical  adaptations  may  be  a  different  one  and  often  become  fixed  through  a 
geological  period.  I  may  add  that  systematic  studies  have  also  convinced  me 
that  many  of  the  xerophytes,  and  that  a  good  deal  (I  do  not  say  all)  of  the  quali- 
ties of  xerophytes,  which  are  usually  called  adaptations  for  protection  against  a 
dry  climate,  are  caused  by  the  climate  itself." 


268  COOK 

The  essential  difference  between  a  species  and  a  subspecies 
does  not  lie,  as  commonly  supposed,  in  the  nature  or  amount  of 
the  differences  as  such.  The  practical  question  is  whether  two 
groups  are  actually  separate  in  nature  or  are  still  connected. 
Subspecies  may  be  more  different  than  other  completely  segre- 
gated species.  On  the  other  hand,  groups  which  are  really 
segregated  in  nature  and  thus  unable  to  interbreed,  are  by  that 
fact  on  the  road  to  the  acquisition  of  specific  differences.  That 
they  may  not  have  become  very  different  from  each  other  does 
not  prove  that  they  are  not  good  species  or  that  it  is  undesirable 
to  accord  them  recognition  as  such. 

It  does  not  follow,  as  some  have  supposed,  that  subspecies 
are  always  incipient  species,  or  that  there  is  any  inherent  force 
or  tendency  which  will  insure  a  subsequent  separation  into 
distinct  species.  The  existence  of  these  diverse  local  forms  has 
not  been  shown  to  be  any  disadvantage  to  a  species,  and  may, 
indeed,  conduce  to  its  greater  vigor,  since  it  tends,  like  heterism, 
to  insure  a  certain  amount  of  desirable  diversity  of  descent. 

If  the  habits  of  a  species  were  to  change  in  the  direction  of 
an  increase  of  its  power  of  dissemination  and  wide  interbreed- 
ing, the  local  differences  would  tend  to  disappear,  since  new 
variations  could  then  spread  more  rapidly  throughout  the  whole 
group  and  render  its  evolutionary  progress  more  uniform. 

Porrism  corresponds,  inside  the  species,  to  many  of  the  dif- 
ferences between  species.  It  is  true  that  when  species  of  the 
same  genus  live  in  different  environments  and  have  different 
habits  they  usually  have  structural  difference  corresponding  to 
their  respective  needs.  Examples  of  such  adaptations  are  fre- 
quent among  the  higher  plants  and  animals,  and  their  super- 
ficial similarity  to  artism  inside  the  species  has  been  the  basis  of 
the  doctrine  that  evolution  has  been  effected  by  environmental 
causes.  The  best  corrective  of  this  misapprehension  is  a  study 
of  one  of  the  lower  groups  of  plants  and  animals  in  which  the 
same  family,  order  or  class  has  the  same  habits  and  the  same 
place  in  the  economy  of  nature.  Many  excellent  examples  will 
be  found  among  the  mosses,  liverworts  and  alga?  among  plants, 
and  among  the  myriapoda  and  lower  insects  where  the  number 
and  character  of  the  diversity  of  the  species  is  out  of  all  imag- 


ASPECTS    OF    KINETIC    EVOLUTION  269 

inable  proportion  with  differences  of  conditions,  habits  or  selec- 
tive requirements.  Hundreds  of  species,  genera,  families,  and 
even  orders,  have  been  differentiated  notwithstanding  complete 
and  long-standing  adjustment  to  the  same  kind  of  existence. 

The  multiplication  of  species  under  such  circumstances  has 
little  reference  to  environment  or  to  natural  selection,  and  the 
characters  by  which  the  groups  differ  are  not  explainable  on  the 
basis  of  utility.  The  diplopod  fauna  of  tropical  Africa  changes 
almost  completely  every  thousand  miles,  but  the  tropical  forest 
conditions  under  which  a  large  proportion  of  the  species  live 
are,  for  their  purposes,  practically  identical  the  world  over. 
But  with  these  wingless,  slow-moving  creatures  unable  to  bear 
exposure  to  daylight  and  dry  atmosphere,  the  opportunities  for 
segregation  are  greater  than  those  for  dissemination.  The 
environment  allows  a  wide  freedom  of  choice,  and  evolution 
by  means  of  useless  changes  has  far  outrun  the  natural  selection 
of  advantageous  differences.  As  far  as  their  external  charac- 
ters are  concerned,  these  animals  appear  to  have  been  quite  as 
well  adapted  to  their  environment  in  the  carboniferous  age  as 
they  are  to-day,  but  they  have  not  ceased  to  differentiate  species, 
although  preserving  much  more  than  in  some  groups  the  same 
general  form.  Indeed,  the  wealth  of  definite  structural  differ- 
ences is,  if  anything,  greater  than  among  the  higher  insects, 
where  the  progress  in  adaptive  structural  changes  would  seem 
to  have  removed  the  necessity  of  accentuating  the  inconse- 
quential differences  which  the  diplopoda  have  utilized  as 
means  of  evolutionary  motion. 

DIFFERENCES    OF    NEW    VARIATIONS  (NEISM). 

Much  of  the  heterism  or  normal  individual  diversity  of  the 
members  of  a  species  can  be  described  as  resulting  from  differ- 
ent combinations  and  proportions  of  what  have  been  called  the 
unit  characters  of  the  species.  The  interweaving  of  the  lines 
of  individual  descent  brings,  as  we  know,  an  infinite  diversity 
of  form  and  features,  and  with  these  differences  accentuated  by 
environmental  influences  there  is  almost  an  infinity  of  possibili- 
ties of  diversified  characters  in  the  same  species.  Nevertheless, 
the  making  of  all  possible  permutations  of  the  characters  which 


27O  COOK 

may  exist  in  a  species  at  any  particular  period  would  lead,  after 
all,  to  no  truly  progressive  change.  Nothing  is  gained  for  evo- 
lutionary purposes  by  attempting  to  explain  new  characters 
merely  as  reversions  or  as  new  combinations. 

Nor  can  such  assumptions  fully  account  for  the  facts,  since 
it  is  often  obvious  that  absolutely  new  and  unprecedented  evo- 
lutionary departures  sometimes  appear,  which  could  not  be 
accounted  for  by  any  combination  of  characters  existing  in  the 
remaining  members  of  the  group.  Such  are  the  remarkable 
crests  developed  on  a  few  of  the  anterior  segments  of  East 
African  millipedes  of  the  family  Oxydesmidae,  specialized 
structures  which  are  entirely  without  analogy  in  the  remainder 
of  the  order  Merocheta  or,  for  that  matter,  of  the  entire  class 
Diplopoda. 

It  would  be  altogether  presumptuous,  of  course,  to  insist  that 
any  particular  variation  or  mutation  represented  the  very  first 
appearance  of  its  type  in  the  history  of  the  species.  It  is  usual 
to  ascribe  variations  to  possible  admixtures  of  blood  at  some 
point  in  the  genealogy  of  the  individual,  near  or  remote.  But 
these  suggestions,  even  if  justified  for  particular  cases,  should 
not  be  allowed  to  obscure  the  more  fundamental  consideration 
that  the  very  idea  of  a  progressive  evolution  implies  the  origina- 
tion and  development  of  new  characters,  both  of  form  and  of 
structure,  and  the  opening  of  new  environmental  relations  for 
the  species. 

Of  the  causes  of  new  characters  we  are,  as  yet,  in  ignorance, 
but  of  their  uses  we  need  be  in  no  doubt.  New  characters  not 
only  make  evolution  possible,  but  by  true  symbasic  interbreed- 
ing they  help  to  maintain  the  vitality  or  organic  efficiency  of  the 
species.  Neism  reinforces  heterism  and  contributes  to  evolu- 
tionary progress.  New  characters  are  not  averaged  away  and 
obliterated  by  interbreeding,  but  are  prepotent.  They  tend  to 
spread  throughout  the  species  and  to  become  more  and  more 
accentuated. 

That  variation  may  bring  an  increase  of  the  vegetative  vigor 
or  vital  efficiency  of  the  organism  could  not  be  more  clearly 
shown  than  in  the  numerous  instances  where  unusual  bodily 
strength  and  hardiness  accompany  reproductive  debility  or  even 


ASPECTS    OF    KINETIC    EVOLUTION  27 1 

complete  sterility,  as  in  the  familiar  instance  of  the  mule.1 
Many  similar  instances  were  observed  in  Guatemala.  Coffee 
plantations  which,  owing  to  unfavorable  conditions,  were  dead 
or  dying,  often  showed  occasional  mutations  which  remained 
healthy  and  luxuriant.  Through  some  strange  internal  differ- 
ence they  were  able  to  carry  on  their  vital  functions  with  con- 
spicuous success  while  all  their  normal  neighbors  had  completely 
failed.  If  coffee  were  grown  for  the  leaves  like  tea  or  for  other 
vegetative  parts,  these  mutations  would  furnish  new  types  of 
great  economic  value,  but  of  thousands  of  such  variants  which 
have  come  under  the  observation  of  planters  not  one  has  proved 
to  be  equal  in  fertility  or  normal  seed  production  to  the  parent 
type,  under  favorable  conditions. 

PREPOTENCY    OF    NEW    VARIATIONS. 

If  only  a  small  proportion  of  the  progeny  showed  the  new 
character  it  might  still  gain  a  footing  in  the  species,  especially 
if  favored  by  selection.  Those  who  have  relied  on  the  mathe- 
matical doctrine  of  chance  have  felt  it  necessary  to  claim  gen- 
erous assistance  from  the  principle  of  selection.  Experiments 
with  new  variations  seem  all  to  agree,  however,  that  among 
their  own  relatives,  or  under  equal  conditions  of  symbasis,  they 
have  not  merely  an  equal  chance  of  reproducing  themselves, 
but  that  probabilities  are  distinctly  in  their  favor.  The  variation 
is  not  resisted  but  welcomed.  The  majority  does  not  set  the 
fashion  ;  it  is  the  few  who  are  able  to  make  pleasing  modifica- 
tions of  style.  The  new  pattern  may  not  be  better  or  more 
beautiful  than  the  old,  but  change  is  pleasing  in  itself  and  may 
secure  a  wide  vogue  for  an  ugly  or  uncomfortable  garment. 
With  organisms  as  with  clothes  the  essence  of  beauty  is  fitness, 
as  Socrates  long  ago  pointed  out.  The  changes  which  make  a 
permanent  contribution  to  evolutionary  progress  are  those  which 
fit  best  into  the  existing  structure  and  increase  its  fitness  to  its 
surroundings.  Our  admiration  for  changes  and  likewise  for 
fitness  in  nature  and  in  art,  may  be  an  intellectual  reflection 
of  the  evolutionary  properties  of  organisms. 

1  Cook,  O.  F.,  1904.  The  Vegetative  Vigor  of  Hybrids  and  Mutations.  Proc. 
of  Biological  Society  of  Washington,  17:  83. 


272  COOK 

DIFFERENCES    OF    ABERRANT  HEREDITY    (TERATISM). 

There  are  many  biological  accidents,  so  to  speak,  as  when  in 
the  laboratory,  or  perhaps  in  the  surf  of  the  sea  beach,  an  egg 
of  one  of  the  simpler  animals  is  shaken  apart  and  develops  into 
two  organisms  instead  of  one.  In  a  similar  manner,  through 
some  mistake  of  division,  two-headed  monsters  and  other  mal- 
formations occur.  No  less  abnormal  are  many  of  the  freaks 
which  can  be  produced  by  unfavorable  conditions  of  growth. 
Another  series  of  abnormalities  is  caused  by  violations  of  the 
law  of  symbasis,  that  is,  through  inbreeding  which  eliminates 
heterism  and  normal  diversity  of  descent. 

Teratic  characters  which  are  the  result  of  accidents  of  growth 
or  environment  are  not  inherited,  except  as  they  may  give  rise 
to  a  general  weakness  or  debility  of  the  organism.  Teratic 
neisms,  on  the  other  hand,  are  readily  heritable. 

Teratisms,  like  accommodational  variations,  have  received 
much  study,  especially  from  those  who  hoped  to  gain  from 
organic  derangements  an  insight  into  the  nature  of  the  agencies 
by  which  organic  structures  are  built.  The  field  of  teratology 
affords  many  interesting  and  significant  data,  but  the  correct 
interpretation  of  them  has  been  hindered,  as  in  other  departments 
of  evolution,  by  the  confusion  of  issues  which  are  essentially 
distinct.  There  are  at  least  as  many  kinds  of  teratisms  as  there 
are  of  normal  differences,  and  probably  more,  and  endless 
gradations  of  each  kind.  This  is  well  illustrated  by  the  phe- 
nomena of  mutation  which  have  received  so  large  an  amount  of 
study  in  recent  years.  Mutations  show  all  degrees  of  abnor- 
mality, and  they  grade  imperceptibly  into  the  differences  of 
normal  individual  diversity  (heterism)  as  well  as  into  those  of 
normal  and  prepotent  new  characters  (neism). 

ABNORMAL    MUTATIVE    DIVERSITY. 

That  species  are  not  normally  constant  and  stationary  in  their 
characters  could  not  be  better  proved  experimentally  than  by 
the  many  attempts  of  breeders  of  plants  and  animals  to  maintain 
constancy  of  characters  in  domesticated  varieties.  Selection 
conduces  at  first  to  such  a  constancy  or   uniformity  among  all 


ASPECTS    OF    KINETIC    EVOLUTION  273 

the  members  of  the  breed,  those  not  conforming  to  the  approved 
standard  being  ruthlessly  weeded  out.  The  type  having  been 
once  established  by  this  means,  the  variety  remains  for  a  period 
of  years  more  or  less  uniform,  generally  very  much  more  so 
than  the  members  of  wild  species  in  nature.  It  is  the  experience 
of  all  history,  however,  that  varieties  decline  after  a  time  from 
their  original  excellence  and  have  to  be  replaced  by  other,  newer 
sorts,  which  by  reason  of  their  more  recent  origin  have  been 
subjected  to  shorter  periods  of  inbreeding.  The  degeneration 
of  the  older  variety  may  be  indicated  in  a  number  of  ways,  such 
as  a  decline  in  fertility  or  weaker  vegetative  growth,  or  suscep- 
tibility to  fungous  and  insect  parasites,  so  that  it  usually  dis- 
appears from  cultivation  or  husbandry  before  the  final  stage  of 
sterility  and  extinction  is  reached,  though  the  tendency  in  this 
direction  often  becomes  very  obvious. 

One  of  the  symptoms  of  degeneration  is  the  appearance  of 
numbers  of  freaks,  sports  or  mutations,  as  they  are  variously 
called.  These  variations  of  domesticated  plants  and  animals 
are  often  interesting,  and  sometimes  valuable  on  account  of 
some  special  peculiarity,  such  as  long  hair,  double  flowers, 
albino  color,  etc.  This  is  especially  true  among  the  plants 
cultivated  for  their  flowers,  where  the  never-ending  diversity  of 
garden  varieties  is  obtained  by  the  preservation  of  the  numerous 
mutations  into  which  wild  species  commonly  "break"  after  a 
period  of  domestication  and  inbreeding. 

A  general  tendency  among  all  such  sorts  is  towards  lessening 
of  seed  production,  and  finally  complete  sterility  may  ensue. 
The  last  is  not  a  calamity  in  species  which  can  be  propagated 
by  cuttings,  and  many  of  our  cultivated  species  have  reached 
this  condition.  With  others,  as  for  example,  the  "  seedless  " 
green-house  or  forcing  cucumbers,  the  extreme  scarcity  of  seeds 
which  renders  the  variety  desirable  is  at  the  same  time  a  serious 
obstacle  to  its  cultivation. 

On  the  strength  of  the  older  static,  uniformitarian  theory  of 
life,  some  writers  have  insisted  that  mutations  must  be  caused 
by  environment,  there  being,  in  their  opinion,  nothing  else  to 
cause  them.  The  diversity  of  the  mutations  could  be  explained, 
under  this  doctrine,  only  by  environmental  differences,  such  as 


274  COOK 

the  variety  of  chemical  compounds  which  might  be  found  in  the 
soil  of  the  same  seed-bed.  But  no  evidence  of  any  constant 
relation  between  any  particular  chemical  and  any  particular 
mutative  character  has  been  adduced.  That  any  will  be  forth- 
coming may  well  be  doubted,  in  view  of  the  fact  that  the  same 
or  closely  similar  mutative  characters  often  appear  under  very 
different  conditions  of  soil  and  climate,  and  very  diverse  muta- 
tions under  the  same  conditions. 

The  diversity  of  the  mutations  among  themselves  shows  that 
it  is  not  safe  as  yet  to  assert  more  than  this  general  organic  in- 
stability ;  detailed  causes  are  not  yet  revealed.  The  necessity 
of  this  caution  is  rendered  still  more  obvious  by  the  behavior  of 
neotopic  mutations,  those  induced  by  changes  of  environmental 
conditions.  If  in  a  given  environment  a  plant  mutated  only  in 
one  direction,  we  would  still  be  far  from  knowing  adequately 
that  the  environment  caused  the  mutation,  but  even  when  we 
have  reason  to  believe  that  a  change  of  environment  has  induced 
mutation  we  are  forbidden  to  go  farther,  because  of  the  very 
great  diversity  of  the  mutations  which  the  same  change  of  envi- 
ronment or  the  same  history  of  selective  inbreeding  can  induce. 

It  has  been  shown  in  the  discussion  of  neotopism  that  new 
conditions  may  conduce  to  the  appearance  of  abruptly  discon- 
tinuous mutative  variations.  The  percentage  of  mutants  is 
notably  larger  in  some  regions  than  in  others,  but  even  this 
does  not  compel  us  to  believe  that  the  conditions  are  the  true 
cause  of  the  mutations,  in  any  detailed  sense.  They  are  rather 
to  be  thought  of  as  merely  the  occasion  of  the  change,  by  having 
brought  the  coffee,  the  cotton  or  the  Capsicum  the  sooner  to  the 
point  when  it  can  no  longer  follow  the  hereditary  road  over 
which  the  individuals  must  travel  to  attain  the  ancestral  type  of 
adult  form. 

The  mutative  individuals  are  not  to  be  thought  of  as  the  evo- 
lutionary pioneers  of  the  species  ;  they  represent  rather  those 
who  are  falling  out  by  the  wayside.  They  may  be  classed  to- 
gether with  normal  new  variations  in  the  sense  that  they  are 
outside  of  the  specific  norm  or  average,  but  the)'  have  a  dif- 
ferent position  with  reference  to  the  evolutionary  route  of  the 
species.     They  represent  the  criminals  and  cranks,  but  not  the 


ASPECTS    OF    KINETIC    EVOLUTION  275 

leaders  and  reformers  of  the  specific  organization.  For  special 
agricultural  purposes  mutations  are  often  extremely  valuable, 
but  when  the  desire  is  for  the  general  improvement  of  the 
species  or  the  race,  the  essentially  degenerate  nature  of  muta- 
tions cannot  be  left  out  of  account. 

The  kinetic  theory,  if  correct,  shows  that  variations,  to  be  of 
evolutionary  value,  must  take  place  in  the  species,  or  in  full 
contact  with  society,  as  it  were,  and  not  alone,  or  in  disregard 
of  the  condition,  interests,  and  evolutionary  direction  of  the 
species  at  large. 

Mutations  are  physiological  phenomena,  just  as  evolution 
itself  is  a  physiological  process ;  they  will  undoubtedly  be 
found  to  have  causes  when  we  are  able  to  appreciate  them. 
They  may  be  thought  of  as  functional  reactions  from  the  re- 
striction of  normal  heterism  and  diversity  of  descent.  This  ab- 
normal condition  of  inadequate  symbasis  renders  the  organism 
unstable  and  it  falls  down,  degenerates  or  mutates. 

Inbreeding  is  to  be  studied  as  a  condition  of  existence,  and 
the  manner  in  which  the  species  reacts  may  be  observed  with 
the  same  propriety  as  any  more  purely  environmental  problem. 
Mutations  may  be  abnormalities  induced  by  abnormal  conditions 
of  descent,  but  the  reaction  which  produces  them  need  not  be 
considered  abnormal,  since  it  is  evidently  the  same  tendency 
which  contributes  to  the  maintenance  of  the  normal  heterism. 

Indeed,  the  mutations  might  restore  the  normal  intraspecific 
diversity  if  interbreeding  were  permitted,  as  in  nature.  The 
very  fact  that  mutations  of  plants  so  frequently  tend  toward 
dioecism  might  be  accepted  as  another  evidence  of  their  value 
as  a  corrective  of  inbreeding  and  deficient  heterism. 

Coffee  mutations  are  often  largely  or  completely  unisexual,  or 
have  greatly  accentuated  proterogyny  or  proterandry.  A  condi- 
tion entirely  analogous  to  a  dioecious  species  could  be  obtained 
by  the  crossing  of  such  staminate  and  pistillate  trees.  Never- 
theless, Professor  De  Vries  has  described  and  named  such  a 
unisexual  mutation  as  a  new  species,  without  regard  to  the  tax- 
onomic  consequences  of  the  application  of  this  policy  to  sexually 
differentiated  higher  animals. 

If  similar  results  justify  the  predication  of  similar  causes  the 


2j6  COOK 

appearance  of  similar  mutations  under  diverse  conditions  may- 
be accepted  as  proof  that  they  were  induced  by  the  common 
condition  of  inbreeding.  Otherwise  it  would  be  necessary  to 
suppose  that  different  topic  factors  have  produced  like  results, 
all  of  which  shows  the  hopelessness  of  connecting  mutations 
with  environment.  Mutations  represent  abnormally  accentuated 
individual  differences,  and  it  seems  not  unlikely  that  most  of  them 
follow  lines  of  variation  already  established  within  the  species.1 
It  has  been  found  in  all  the  species  thus  far  canvassed  that  a 
few  mutative  tendencies  are  much  more  frequently  shown  than 
the  others. 

Nevertheless,  it  is  not  safe  to  assume  that  the  same  mutation 
reappears  even  twice  in  identical  forms.  Whenever  two  similar 
mutations  of  coffee,  cotton,  or  Capsicum  have  been  brought 
together  and  compared  they  have  always  been  found  to  be  very 
distinctly  different,  even  more  so  than  the  unmutated  individuals 
of  the  uniform  type  from  which  they  have  arisen. 

3.     EVOLUTION,    SPECIATION   AND   ADAPTATION. 

One  of  the  most  frequent  causes  of  confusion  and  error  in 
evolutionary  thought  is  the  failure  to  distinguish  clearly  between 
evolution,  speciation  and  adaptation;  to  distinguish,  in  other 
words,  between  the  process  of  evolution  itself  and  two  of  the 
relatively  incidental  results  of  environmental  interference. 

As  long  as  a  group  of  organisms  remains  united  so  that  all 
its  members  interbreed  freely  with  each  other,  evolution  remains 
a  unit  in  the  sense  that  the  whole  group,  though  it  may  be  chang- 
ing any  or  all  of  its  characters,  still  keeps  together  and  retains 
its  specific  coherence.  But  if  such  a  group  be  split  into  two  or 
more  parts  which  do  not  interbreed,  evolution  has  as  many 
separate  courses,  and  the  isolated  parts  attain  differential  char- 
acters, or,  to  use  the  words  of  former  days,  new  species  origi- 
nate. It  is  obvious,  however,  that  the  differentiation  of  the  new 
groups,  while  accomplished  by  evolution,  is  occasioned  by  isola- 
tion.2    The  multiplication  of  groups,  which  as  a  process  may  be 

'The  oranges,  lemons  and  pomelos  afford,  according  to  Mr.  W.  T.  Swingle, 
many  excellent  examples  of  this  parallelism  of  mutative  variation. 

2  Confusion  often  creeps  in  at  this  point  from  the  field  of  geology,  for  the 
paleontological  species  is  usually  a  random  sample  or  section  of  the  network  of 


ASPECTS    OF    KINETIC    EVOLUTION  277 

called  speciation,  is  brought  about  by  isolation,  and  is  not  a 
necessary  cause  nor  a  necessary  result  of  evolution. 

In  a  similar  way  another  group  of  evolutionary  writers  have 
confused  evolution  with  adaptation.  Evolution  results,  not  un- 
commonly, in  the  production  of  characters  which  give  a  species 
a  specialized  fitness  for  some  particular  environment.  From 
such  facts  it  was  argued  that  the  increase  of  fitness  or  "  survival 
of  the  fittest"  represented  the  method  of  evolution,  or  in  other 
words,  that  evolution  is  merely  a  process  of  adaptation  actuated 
by  the  selective  power  of  the  environment.  The  facts  of  nature 
show,  however,  that  evolutionary  motion  is  not  at  all  restricted 
to  directions  of  fitness,  and  it  is  also  obvious  that  an  evolution  so 
restricted  could  not  produce  even  the  characters  of  fitness  upon 
which  it  would  depend  for  its  supposed  power  to  transform 
species.  Fitness  must  be  attained  by  evolution  before  the  envi- 
ronment can  give  the  character  selective  specialization  by  limit- 
ing the  evolutionary  motion  and  deflecting  it  into  more  definitely 
adaptive  directions. 

Evolution  is  the  process  of  change  by  which  the  members  of 
an  organic  group  become  different  from  their  predecessors,  or 
from  other  groups  of  common  origin. 

Symbasis  is  the  normal  evolutionary  condition  of  free  and  ex- 
tended interbreeding  among  the  individual  members  of  natural 
species. 

Symbasis  implies  adequate  diversity  of  descent ;  it  is  to  be 
distinguished  on  the  one  side  from  the  narrow  inbreeding  which 
induces  abnormal  mutations,  and  on  the  other  from  the  wide 
cross-breeding  which  produces  abnormal  hybrids. 

The  continual  interweaving  of  the  lines  of  descent  from  diverse 
and  unrelated  ancestors  appears  to  be  necessary  to  sustain  the 
vitality  and  evolutionary  progress  of  the  higher  plants  and  ani- 
mals. The  constructive  evolution  of  new  organic  types  does 
not  take  place  on  simple  or  narrow  lines  of  descent,  but  requires 

descent.  When  considered  with  reference  to  each  other,  the  contemporaneous 
species  of  a  horizon  have  the  same  significance  as  species  of  the  present  day,  but 
species  of  different  horizons  may  have  a  relation  which  two  simultaneous  species 
would  never  have,  that  is,  one  may  be  the  true  ancestor  of  the  other.  The  same 
word  species  is  used  for  several  categories  of  organic  groups.  See,  Four  Cate- 
gories of  Species,  American  Naturalist,  April,  1899. 


278  COOK 

that  large  numbers  of  organisms  advance  in  company,  as  in 
specific  groups  A  species  is  an  organization  of  diverse,  inter- 
breeding individuals,  dependent  for  its  continued  existence  upon 
its  ability  to  maintain  a  broad  and  intricately  interwoven  net- 
work of  descent. 

Speciation  is  the  attainment  of  differential  characters  by  seg- 
regated groups  of  organisms,  that  is,  by  subdivisions  of  older 
species. 

Isolation  of  an  organic  group  implies  such  a  separation  that 
interbreeding  with  members  of  other  groups  is  excluded. 

Isolation  is  of  primary  importance  in  speciation,  since  isolated 
groups  of  organisms  always  become  different,  but  there  is  no 
indication  that  isolation  is  an  evolutionary  factor  in  the  sense  of 
causing  or  contributing  to  organic  development.  Its  influence 
is  negative  rather  then  positive,  for  small  groups  of  individuals 
advance  less  rapidly  then  large,  and  often  deteriorate  through 
inbreeding  and  inadequate  diversity  of  descent. 

The  multiplying  of  species  is  a  process  distinct  from  develop- 
mental progress,   and  constitutes  a  distinct  scientific  problem. 

Evolution  might  be  explained  without  explaining  speciation, 
and  speciation  without  explaining  evolution.  Recognition  of 
the  diversity  of  the  problems  enables  the  factors  to  be  separated  ; 
evolution  depends  upon  symbasis,  speciation  upon  isolation. 

The  segregation  of  a  new  group,  whether  by  geographic 
barriers  or  by  selective  discrimination,  merely  affords  opportu- 
nity for  a  new  evolution  to  go  forward.  The  means  by  which  the 
progress  is  accomplished  are  to  be  sought  inside  the  group,  and 
not  in  the  mere  fact  of  isolation  or  selection.  The  multiplica- 
tion of  the  number  of  evolving  groups  is  a  phenomenon  distinct 
from  that  of  the  evolution  itself.  The  evolutionary  question  is 
not  how  the  species  become  isolated,  but  how  they  become  dif- 
ferent after  they  have  been  isolated. 

Adaptation  is  the  attainment  of  characters  which  place  the 
species  in  a  more  advantageous  relation  with  its  environment. 

Selection  is  a  form  of  isolation  which  eliminates  from  the  spe- 
cies individuals  lacking  in  the  expression  of  certain  characters. 

Under  unconscious  or  natural  selection  only  the  most  deficient 
in  these  characters  are  rejected  ;  under  conscious  or  artificial 


ASPECTS    OF    KINETIC    EVOLUTION  279 

selection  by  man  only  the  most  proficient  are  saved.  Selection, 
by  deflecting  and  confining  the  evolutionary  motion  of  the 
species  to  particular  channels,  conduces  to  the  adaptive  speciali- 
zation of  characters,  but  it  is  not  an  actuating  cause  of  their 
development. 

Symbasis  is  a  primary  factor  in  evolution,  an  obstacle  or  neg- 
ative factor  in  speciation.  Selection  often  accounts  for  the 
accentuation  of  differences  between  related  species,  but  is  not  on 
this  account  to  be  reckoned  as  an  actuating  cause  or  principle 
of  evolution.  It  may  explain  the  direction  which  evolution  has 
taken  with  reference  to  a  particular  character,  but  does  not  show 
how  the  evolution  has  been  accomplished. 

Adaptation  represents  the  bionomic  aspect  of  evolution,  specia- 
tion the  taxonomic.  Selection  strengthens  adaptations  ;  isola- 
tion multiplies  species;  symbasis  conducts  evolution.  Adapta- 
tion and  speciation  have  appeared  to  many  writers  as  causes  of 
evolution,  but  in  the  kinetic  or  physiological  interpretation  they 
appear  only  as  results,  quite  incidental  to  the  true  evolutionary 
process  of  progressive  change  in  species. 

RELATION    BETWEEN    HETERISM    AND    SPECIATION. 

Recognition  of  the  phenomena  of  heterism,  the  normal  diver- 
sity of  the  interbreeding  members  of  specific  groups,  is  neces- 
sary, perhaps,  to  a  full  appreciation  of  the  preceding  distinctions 
between  evolutionary  change  or  vital  motion  and  the  subdivi- 
sion or  multiplication  of  species.  Although  commonly  treated 
together,  or  even  indiscriminately  confused,  these  two  processes 
are  quite  distinct.  They  may  even  run  counter  to  each  other, 
for  evolutionary  progress  is  not  assisted  by  the  subdivision  of  a 
subdivision  of  a  species,  but  more  likely  to  be  hindered.  The 
larger  the  number  of  interbreeding  individuals  the  larger  are 
the  possibilities  that  desirable  variations  will  appear,  and  the 
wider  are  the  opportunities  of  a  progressive  utilization  of  a  new 
feature.  The  group,  as  a  whole,  will  advance  more  rapidly 
than  if  the  range  of  transmission  be  narrowed  by  subdivision. 

Segregation  permits  the  subordinate  groups  to  become  dif- 
ferentiated, but  it  does  not  conduce  to  the  advance  of  the  whole 
series.     The  newly  segregated  groups  become  capable  of  tax- 

Proc.  Wash.  Acad.  Sci.,  January,  1907. 


280  COOK 

onomic  recognition   as  species,  but  this  is  a  mere  incident  of 
evolution,  not  an  actuating  cause  nor  a  necessary  effect. 

The  recognition  of  heterism  or  diverse,  alternative  descent, 
and  the  frequent  development  of  sexual  and  other  specializations 
of  heterism  inside  specific  lines,  shows  that  the  subdivision  of 
species  is  to  a  very  small  extent,  if  any,  the  direct  result  of  evo- 
lutionary advance.  Not  only  can  diverse  characteristics  exist 
inside  specific  lines,  but  it  is  an  advantage  to  maintain  just  such 
heterogeneity.  The  only  condition  in  which  heterism  would 
directly  conduce  to  the  formation  of  a  new  species  would  be  that 
of  alternative  characters  which  hindered  interbreeding.  It  is 
conceivable,  for  example,  that  a  species  might  contain  at  the 
same  time  variations  both  toward  earlier  and  later  flowering, 
and  that,  instead  of  counteracting  each  other,  both  tendencies 
might  become  gradually  more  accentuated.  The  incidental 
result  would  be  that  interbreeding  would  cease  and  two  separate 
groups  would  become  established.1  In  such  a  case  it  might 
well  be  claimed  that  evolution  had  directly  resulted  in  the  multi- 
plication of  species,  but  it  would  still  be  true  that  it  had  done 
so  only  by  means  of  segregation,  and  would  show  only  that 
evolution  might  result  in  segregation,  not  that  segregation  is  a 
factor  in  evolution,  as  often  supposed.  Isolation  is  an  important 
consideration  in  phylogeny  or  historical  biology,  which  under- 
takes to  tell  why  the  species  are  in  the  places  we  find  them. 
But  isolation  and  species-subdivision  have  only  a  remote  aud 
incidental  connection  with  evolution  ;  they  do  not  cause  the  pro- 
gressive change. 

The  confusion  of  evolution  with  speciation  has  greatly  impeded 
the  progress  of  evolutionary  science  by  withdrawing  attention 
from  the  real  issues  to  relatively  unimportant  considerations. 
It  has  misled  many  students  of  evolution  into  the  belief  that 
isolation  or  segregation  is  an  important  factor  of  evolutionary 
progress,  whereas  its  influence  is  negative  rather  than  positive. 
The  selection  doctrine  of  Darwin  and  the  mutation  doctrine  of 
De  Vries  are  both  theories  of  speciation  rather  than  of  evolution. 

^he  hickory-borer  {Clytus  f  ictus)  and  the  locust-borer  {Clytus  robinice)  are 
very  similar  species,  and  the  females  are  quite  indistinguishable.  The  perfect 
insects  of  the  former  emerge  however,  in  June,  those  of  the  latter  in  September. 
See  Packard,  A.  S.,  1880,  Guide  to  the  Study  of  Insects,  p.  497. 


ASPECTS    OF    KINETIC    EVOLUTION  28 1 

They  hold  that  new  groups  have  to  be  isolated,  that  new  species 
have  to  be  made,  in  order  to  originate  and  preserve  new  char- 
acters. 

"  Each  new  variety  or  species,  when  formed,  will  generally 
take  the  place  of,  and  thus  exterminate  its  less  well-fitted  parent. 
This,  I  believe  to  be  the  origin  of  the  classification  and  affinities 
of  organic  beings  at  all  times  ;  for  organic  beings  always  seem 
to  branch  and  sub-branch  like  the  limbs  of  a  tree  from  a  common 
trunk,  the  flourishing  and  diverging  twigs  destroying  the  less 
vigorous,  the  dead  and  lost  branches  rudely  representing  extinct 
genera  and  families." 

Evolution,  on  this  basis,  would  not  be  a  process  of  transfor- 
mation so  much  as  of  elimination  and  substitution.  The  parental 
type  remains  relatively  stationary  and  unmodified  until  the  new 
form  can  expand  and  replace  it.  The  same  is  true  of  the 
mutation  theory  of  De  Vries,  except  that  the  new  variations  are 
supposed  to  be  larger.  The  new  character  can  persist  only  as 
it  is  able  to  crowd  out  its  parent  or  neighbor  and  to  conquer  for 
itself  a  place  in  nature.  Every  new  character  which  has  been 
preserved,  must,  under  these  theories,  be  environmentally  useful, 
which  a  very  large  proportion  of  the  characters  and  differences 
of  plants  and  animals  are  not,  as  even  the  most  pronounced 
Darwinians  like  Professor  Lankester  now  admit. 

The  kinetic  theory  does  not  encounter  these  difficulties  and  im- 
probabilities. It  recognizes  speciation  and  evolution  as  entirely 
distinct  problems,  and  does  not  require  that  a  new  species  be 
made  in  order  to  preserve  a  new  character,  or  even  that  char- 
acters must  be  useful.  Characters  may  be  preserved  even  when 
they  are  harmful,  and  may  contribute  to  the  extinction  of  the 
species.  Evolution,  in  the  kinetic  theory,  is  definitely  a  proc- 
ess of  transformation  by  the  adoption  and  propagation  of  new 
variations  in  existing  species.  New  variations  are  not  segre- 
gated from  the  parental  type,  but  interbreed  freely  with  it,  and 
thus  bring  about  its  evolutionary  progress. 

SELECTION    EXPLAINED    BY    EVOLUTION. 

As  so  often  happens,  the  philosophical  abstractions  of  logic 
have  yielded  very  little  assistance  in  the   comprehension  and 


282  COOK 

description  of  the  facts  of  evolution.  Numerous  attempts  have 
been  made  to  define  the  relations  of  selection  and  evolution  by 
means  of  Aristotle's  categories  of  causation.  Perhaps  the  best 
example  of  this  is  by  Professor  Cattell : 

"  In  discussions  on  the  theory  of  evolution  we  find  Neo-Dar- 
winians  saying  that  '  natural  selection  '  is  the  cause  of  the  origin 
of  species,  and  Neo-Lamarckians  saying  that  the  environment 
and  the  movements  of  the  animal  are  the  causes  of  adaptations. 
Now  in  these  cases  the  word  '  cause  '  is  used  ambiguously,  igno- 
rance of  the  facts  of  evolution  being  concealed  by  the  exhibition 
of  ignorance  of  logic. 

"  I  wonder  how  many  men  of  science  have  read  Aristotle,  or 
understand  his  distinctions  between  material,  efficient,  formal 
and  final  causes.  We  are  not  here  concerned  with  a  formal 
cause,  the  idea  or  plan  of  a  thing,  nor  with  a  final  cause,  the 
end  for  which  it  is  made ;  but  no  student  of  organic  evolution 
can  afford  to  ignore  the  distinction  between  material  and  efficient 
causes,  or  between  the  occasion  and  the  efficient  cause  of  an 
event.  The  material  cause  is  that  of  which  a  thing  is  made, 
one  of  the  occasions  or  necessary  conditions  of  its  existence  ; 
the  efficient  cause  is  that  which  produces  a  thing  and  makes  it 
what  it  is.  When  no  qualification  is  used  cause  should  mean 
efficient  cause  or  vera  causa. 

"  '  Natural  selection  '  is  no  cause  of  the  origin  of  species,  but 
may  be  the  cause  of  the  annihilation  of  unfit  species.  Whether 
or  not  the  environment,  or  consciousness,  or  the  movements  of 
animals  are  causes  of  hereditary  modifications  are  open  ques- 
tions. What  is  called  the  cause  of  an  adaptation  is,  however, 
usually  only  its  occasion."1 

Selection  is  neither  a  formal,  a  final,  a  material  nor  an  effi- 
cient cause  of  evolution.  Evolution  goes  on  without  selection. 
This  shows  how  poorly  adapted  the  Aristotelian  categories  are 
for  the  expression  of  relations  so  complex  as  those  of  evolution. 
Those  who  depend  upon  systems  of  abstract  formulation  for  the 
comprehension  of  biology  can  fit  selection  and  evolution  into 
these  categories  only  by  saying  that  evolution  is  the  cause  of 

'Cattell,  J.  McKeen,  1S96.  The  Material  and  Efficient  Causes  of  Evolution. 
Science,  N.  S.,  3  :  66S. 


ASPECTS    OF    KINETIC    EVOLUTION  283 

selection.  This,  at  least,  would  not  wholly  misrepresent  the 
facts  of  nature,  for  evolution  accomplishes  the  results  which  it 
has  been  customary  to  ascribe  to  selection. 

Unless  evolution  were  going  on  the  selective  effects  would  not 
appear.  The  older  writers  commonly  made  the  confusion  even 
worse  by  assuming  that  adaptation  and  evolution  are  the  same. 
Adaptation  is  not  evolution,  but  only  a  special  kind  or  result  of 
evolution.  Selection  aids  evolution  to  produce  adaptation. 
Translating  again  into  scholastic  language,  evolution  is  the 
efficient  cause  of  adaptations,  while  selection  is  the  occasional 
cause  or  condition  which  conduces  to  adaptations.  Adaptive 
characters  are  brought  into  existence  in  the  same  way  as  other 
characters,  by  the  evolutionary  motion  of  species.  Adaptation 
can  be  said  to  be  caused  by  selection  only  as  a  pure  abstraction, 
when  it  refers  merely  to  the  deflection  which  environmental 
obstacles  have  induced  in  the  normal  motion  of  the  species. 

The  confusion  of  ideas  has  not  been  limited  to  advocates  of 
natural  selection,  but  is  shared  even  by  its  most  active  opponents. 
Thus  Mivart,  in  a  book  written  to  show  the  inadequacy  of  the 
selective  theory  of  evolution,  admits  for  selection  a  power  which 
it  does  not  have  : 

"  '  Natural  Selection,'  simply  and  by  itself,  is  potent  to  explain 
the  maintenance  or  the  further  extension  and  development  of 
favorable  variations,  which  are  at  once  sufficiently  considerable 
to  be  useful  from  the  first  to  the  individual  possessing  them. 
But  Natural  Selection  utterly  fails  to  account  for  the  conserva- 
tion and  development  of  the  minute  and  rudimentary  beginnings, 
the  slight  and  infinitesimal  commencements  of  structures,  how- 
ever useful  those  structures  may  afterward  become."1 

As  long  as  we  fail  to  perceive  that  selection  is  not  a  cause  of 
evolution  the  issue  remains  uncertain.  If  selection  is  able  to 
cause  even  a  little  evolution  it  might,  with  time,  cause  much. 
The  "  slight  individual  differences"  may  suffice  for  the  work, 
as  Darwin  claimed,  and  the  practicability  of  a  selective  evolu- 
tion appears  to  turn  on  such  arguments  as  the  amount  of  time 
estimated  by  geologists  and  physicists  from  considerations  even 
more  obscure   than   those  of  biology  itself.     Selection   is   not 

1  Mivart,  St.  George,  1871.     On  the  Genesis  of  Species,  New  York  ed.,  p.  35. 


284  COOK 

merely  inadequate  as  a  cause  of  evolution ;  it  is  not  an  evolu- 
tionary cause  at  all,  but  only  a  test  and  an  evidence  of  the  effi- 
ciency of  other  causes  which  reside  in  the  species  and  enable  it 
to  go  forward  with  persistence,  even  when  obliged  to  follow  a 
narrow  path  between  environmental  obstacles. 

Selection  is  potent  to  explain  the  further  extension  and  devel- 
opment of  favorable  variations  only  by  its  ability  to  influence  an 
evolution  which  is  already  in  progress,  and  not  in  any  sense 
which  renders  it  a  cause  of  evolution.  The  selective  potency 
of  the  environment  consists  only  in  its  ability  to  restrict  evolu- 
tion, not  in  any  power  to  actuate  or  to  carry  forward  the  process 
of  development.  Selection  may  still  be  enumerated  as  an  evo- 
lutionary factor,  but  it  is  wholly  a  negative  factor,  restrictive 
and  not  constructive. 

DARWINIAN    FORMULAE    OF    EVOLUTION. 

Evolution  is  a  name  for  the  process  of  gradual  change  by 
which  the  diversity  of  organic  nature  has  come  about.  Darwin's 
theory  of  natural  selection  was  based  on  the  indication  that  some 
of  the  characters  of  plants  and  animals  have  been  attained 
because  individuals  possessing  these  characters  had  an  advan- 
tage in  the  struggle  for  existence.  Many  Darwinians  "  more 
Darwinian  than  Darwin  "  have  made  this  proposition  universal 
and  say  in  effect  that  all  characters  of  plants  and  animals  have 
arisen  because  they  give  or  have  given  their  possessors  advan- 
tages in  the  struggle  for  existence. 

Darwin's  original  proposition  points  in  the  direction  of  an  im- 
portant truth,  that  plants  and  animals  are  specially  adapted  to 
their  various  environments.  Great  emphasis  came  to  be  placed 
on  this  point  because  the  adjustment  of  species  to  their  respec- 
tive places  in  nature  had  been  taken  to  prove  the  special  crea- 
tion of  species,  so  that  a  theory  of  gradual  development  had  to 
supply  a  solution  for  the  problem  of  adaptation  before  it  could 
expect  to  receive  general  credence  or  even  the  serious  con- 
sideration of  the  scientific  public. 

In  the  course  of  the  discussion  which  raged  in  the  decades 
after  the  publication  of  the  Origin  of  Species  attention  was  prin- 
cipally directed  to  the  phenomena  of  adaptation  and  speciation, 


ASPECTS    OF    KINETIC    EVOLUTION  285 

and  the  Darwinian  doctrines  were  crystallized  into  formulae 
which  were  believed  to  demonstrate  evolution  from  the  facts  of 
the  struggle  for  existence  and  the  survival  of  the  fittest. 

PROVED    FACTS.  NECESSARY    CONSEQUENCES. 

Rapid  Increase  of  Organisms.  "1  _  .    .     _   . 

m      itvt      ^        i-r    j-   -j     i   ox  »•  ^Struggle  for  Existence. 

1  otal  Number  of  Individuals  stationary.  J 

Struggle  for  Existence.  "i  _       .     ,     .    .      „.  , 

TT     b°         .  ,   TT     .    .  ^Survival  of  the  Fittest. 

Heredity  with  Variation.  J 

Survival  of  the  Fittest.  \ Changes     of    Organic 

Change  of  External  Conditions.  J      Form. 

The  earlier  Darwinists  were  practical  men  and  made  the  best 
use  of  the  facts  as  they  knew  them.  Whether  the  facts  they 
regarded  as  proved  would  really  be  able  to  bring  about  evolution 
in  normally  stationary  species  is  a  question  which  might  still  be 
debated  on  philosophical  grounds,  like  the  fourth  dimension  of 
space  and  other  hypothetical  problems.  But  for  practical  pur- 
poses there  is  no  need  to  reopen  the  discussion,  since  it  is  now 
apparent  that  formulae  like  those  quoted  above  leave  out  of 
account  a  very  important  part  of  the  facts  of  nature,  the  very 
facts,  as  it  happens,  which  are  most  potent  in  the  development 
of  organic  types.  The  evolution,  if  any,  which  the  formula 
would  provide  would  certainly  not  be  that  found  in  nature. 

Scientific  progress,  at  least  in  biology,  does  not  follow  the 
lines  of  formal  mathematics  or  logic,  but  depends  on  history  and 
human  nature,  like  political  and  economic  movements.  It  could 
not  be  expected  that  the  evidences  of  evolutionary  processes 
would  be  carefully  weighed  and  correctly  appreciated  at  a  time 
when  the  very  idea  of  evolution  was  being  assaulted  as  an  im- 
moral perversion  of  intellect. 

The  best  that  could  be  done  at  the  time  was  to  drive  the  piles 
of  accepted  inferences  into  the  mud  of  ignorance.  The  struc- 
ture reared  on  such  a  foundation  could  not  be  a  permanent  one, 
but  it  has  served  to  shelter  a  generation  of  students  of  nature, 
and  enabled  them  to  prepare  the  foundations  of  a  more  secure 
edifice  of  evolutionary  doctrine  based  directly  on  ascertained 
facts. 


286  COOK 

In  popular  discussions  it  often  happens  that  the  best  and  most 
important  data  are  left  in  the  background  because  the  public  is 
not  ready  to  appreciate  them.  Thus  Huxley,  who  rendered  the 
most  valiant  service  in  the  defense  of  Darwinism  as  a  theory  of 
environmentally  caused  evolution,  also  wrote  this  discriminating 
statement : 

"  It  is  in  the  recognition  of  a  tendency  to  variation  apart  from 
the  variation  of  what  are  ordinarily  understood  as  external  con- 
ditions that  Darwin's  view  is  such  an  advance  on  Lamarck." 

To  have  secured  popular  appreciation  for  these  nonenviron- 
mental  variations  at  that  time  was  manifestly  impracticable.  Even 
after  fifty  years  their  existence  is  still  generally  unrecognized. 

The  credit  of  turning  the  scientific  world  to  the  study  of  evo- 
lution will  always  belong  to  Darwin  and  Huxley,  but  the  fifty- 
years  canvass  which  has  now  been  given  to  the  Darwinian 
theory  of  environmental  action  upon  normally  stable  species  has 
yielded  nothing  of  moment.  Huxley's  appreciation  of  the 
advance  of  Darwin  beyond  Lamarck  has  not  been  shared  by 
the  evolutionary  public,  and  the  result  has  been  a  general 
reaction  toward  pre-Darwinian  conceptions,  and  even  to  some 
which  Darwin  himself  considered  and  dismissed.1 

Perhaps  the  time  has  come  to  renew  the  consideration  of  the 
problem  from  the  kinetic  standpoint  and  to  take  into  account 
again  the  normal  diversity  of  descent  and  the  normal  inter- 
breeding of  the  members  of  species.  These  facts  have  re- 
mained veritable  stones  of  offense  for  the  builders  of  static 
theories  of  environmental  causation,  but  they  can  now  be  util- 
ized as  foundations  of  a  new  and  more  commodious  structure  of 
evolutionary  thought. 

4.  MODES  OF  EVOLUTIONARY  MOTION. 

The  law  of  evolution  which  declares  that  organic  nature  has 
come  into  existence  through  a  connected  and  gradual  process, 
and  not  through  millions  of  separate  creations  of  species,  now 
commands  the  practically  universal  adherence  of  biologists,  and 

1  "  And  again,  after  mentioning  the  frequent,  sudden  appearances  of  domestic 
varieties  he  speaks  of  '  the  false  belief  as  to  the  similarity  of  natural  species  in 
this  respect.'"     See  Mivart,  1S71.     Genesis  of  Species,  36. 


ASPECTS    OF    KINETIC    EVOLUTION  287 

has  also  been  applied  as  a  philosophical  principle  in  the  elucida- 
tion of  many  facts  and  problems  outside  the  organic  series. 
After  being  once  adequately  presented  such  an  integration  of 
knowledge  could  scarcely  have  failed  to  command  respectful 
consideration,  and  its  general  acceptance  has  already  become  so 
much  a  matter  of  course  that  the  word  evolution  is  not  uncom- 
monly used  in  a  much  narrower  sense  and  identified  with  one  or 
the  other  of  the  theories  which  have  been  invented  to  explain 
the  methods  and  immediate  causes  of  the  process  of  organic 
change,  a  subject  upon  which  there  is  still  no  lack  of  differing 
opinions. 

Although  the  doctrine  of  the  independent  creation  of  species 
has  been  set  aside,  it  has  proved  much  more  difficult  to  elimi- 
nate, even  from  the  minds  of  the  biologists  themselves,  what  may 
be  called  the  static  view  of  nature.  It  is  not  strange  that  the 
stability  of  species  should  have  first  impressed  the  scientific 
mind.  When  closely  similar  plants  and  animals,  not  distin- 
guished by  the  popular  intelligence,  were  found  to  differ  in 
minute  particulars  which  were,  nevertheless,  invariably  trans- 
mitted to  their  offspring,  a  creative  pre-arrangement  seemed  to 
be  the  only  explanation,  and  the  apparently  gratuitous  variety 
of  organic  forms  was  very  naturally  ascribed  to  causes  outside 
the  reach  of  human  comprehension. 

Later,  when  it  was  realized  that  in  spite  of  the  wonderful  sta- 
bility of  species  the  component  individuals  are  never  identical 
in  all  particulars,  but  differ  endlessly  among  themselves,  and 
that  even  these  minor  differences  tend  to  reproduce  themselves, 
the  theory  of  the  gradual  transformation  and  subdivision  of  spe- 
cies became  a  logical  possibility,  and  the  search  at  once  began 
for  a  method  by  which  variations  of  a  certain  kind  could  be 
accumulated  instead  of  cancelling  each  other  and  disappearing 
in  a  stationary  average. 

The  explanation  of  evolution  is  the  biological  task  now  re- 
ceiving the  widest  and  most  earnest  attention,  and  is  the  subject, 
directly  or  indirectly,  of  a  literature  so  vast  that  even  a  casual 
reading  of  all  the  books  and  papers  as  they  come  from  the  press 
would  be  a  formidable  undertaking.  Such  multiplicity  of  pub- 
lications betokens,  of  course,  a  corresponding  diversity  of  opin- 


288  COOK 

ions.  Not  only  is  there  no  common  point  of  view  from  which 
evolutionary  problems  are  studied ;  there  is  no  agreement  re- 
garding the  nature  of  the  problem  or  the  methods  by  which  a 
solution  is  to  be  expected,  nor  even  a  general  evolutionary 
language  in  which  discussion  may  be  made  intelligible. 

Explanations  of  such  a  process  as  evolution  are  of  many  dif- 
ferent grades  or  categories.  Literary  demands  were  satisfied 
by  a  name  and  a  definition  ;  theologically  it  was  sufficient  to 
substitute  the  idea  of  a  continuous  for  an  intermittent  creation. 
Philosophy  was  content  with  the  predication  of  gradual  trans- 
formations due  to  natural  causes.  Even  among  biologists  there 
are  those  who  appear  to  have  rested  content  with  similar  gen- 
eralities, though  some  have  not  failed  to  appreciate  that  when 
Darwin  established  the  probability  of  biological  evolution  he 
opened  a  multitude  of  other  questions  regarding  the  nature, 
causes  and  significance  of  the  process.  Realizing  at  once  the 
importance  of  his  discovery  and  the  difficulty  of  securing  the 
confidence  of  either  the  scientific  or  the  general  public,  he  ex- 
pended years  of  labor  in  the  collection  of  facts  and  the  con- 
trivance of  theories  which  should  increase  the  plausibility  of  the 
main  proposition,  that  plants  and  animals  are  variable,  both  in 
nature  and  in  domestication,  and  that  the  diversity  of  organic 
nature  was  gradually  attained  through  the  medium  of  variations. 

When  the  causes  of  a  phenomenon  are  known  the  sequence  of 
events  can  be  predicted.  Theory  may  then  out-run  and  assist 
observation.  On  the  other  hand,  if  the  causes  are  out  of  reach 
it  is  obvious  that  we  can  not  even  theorize  to  advantage  without 
a  correct  conception  of  the  externals.  We  must  know  what 
takes  place  before  we  are  in  a  position  to  ask  why  it  takes 
place.  In  some  lines  of  thought  the  simple  historical  concep- 
tion of  continuous  evolutionary  change  greatly  assists  in  the 
causal  explanation  of  events,  but  in  biology,  the  home  of  the 
evolutionary  conception,  the  sequence  is  still  in  doubt  and  we 
are  still  far  from  the  causal  stage  of  knowledge.  It  is  needless, 
perhaps,  to  add  that  the  application  of  false  and  fictitious 
biological  analogies  vitiates  much  philosophical  and  sociolog- 
ical literature. 

Gravitation  was  not  explained  by  Newton,  its  behavior  was 


ASPECTS    OF    KINETIC    EVOLUTION  289 

carefully  studied  and  found  to  be  consistent,  and  mathematically 
precise.  "Natural  laws"  are  working  substitutes  for  causal 
explanations.  When  we  understand  the  ^>/iy,  the  '  law '  of 
sequence  becomes  superfluous. 

There  is  a  frequent  impression  that  the  principal  object  and 
result  of  scientific  study  is  generalization,  but  as  a  matter  of  fact 
the  progress  of  science  leads  much  more  often  to  particulariza- 
tion,  to  the  recognition  of  distinctions  between  things  previously 
supposed  to  be  alike.  The  powers,  forces  and  principles  which 
formed  the  subject  of  abstract  discussions  in  the  earlier  history 
of  science  are  being  gradually  relegated  to  the  background,  as 
our  acquaintance  with  the  facts  improves  and  yields  insight  into 
the  causal  connection  of  events  which  formerly  appeared  mere 
sequences. 

Evolution  is  not  merely  a  law,  but  a  process.  In  each  species 
an  evolution  is  going  on,  in  a  manner  quite  analogous  to  the 
processes  of  growth,  locomotion  and  reproduction  in  the  indi- 
vidual. Certain  features  of  similarity  there  are,  no  doubt,  in 
all  evolutions,  as  there  are  in  digestion  and  other  general  forms 
of  vital  activity.  These  general  similarities  can  be  collected,  it 
may  be,  and  formulated  as  laws  if  this  method  of  expression  be 
desired,  though  this  would  be,  after  all,  only  a  special  method  of 
describing  the  processes.  Laws  themselves  have  to  be  ex- 
plained by  resolving  them  into  processes.  Only  hopelessly 
metaphysical  minds  are  satisfied  with  abstract  statements,  or 
able  to  imagine  that  generalizations  are  explanations. 

Evolutionists  agree  that  organisms  change,  but  regarding  the 
nature  and  causes  of  change  great  diversity  of  opinion  still 
exists.  The  progress  thus  far  is  negative.  We  have  learned 
that  evolution  is  not  a  merely  mechanical  process,  or  due  to 
merely  environmental  causes,  and  that  it  is  not  a  merely  cyto- 
logical  process,  due  to  internal  mechanisms  of  descent.  It  is  a 
superorganic  process  accomplished  through  the  association  of 
organisms  into  large  specific  groups. 

Evolution  is,  in  short,  a  process  of  change  in  organisms,  a 
kind  of  motion  by  which  plants  and  animals  have  advanced 
from  the  simple  and  undifferentiated  protoplasm  of  the  lowest 
types  to  the  highly  specialized  and  complicated  structures  of  the 


29O  COOK 

highest.  For  half  a  century  this  probability  that  the  world  of 
organism  has  come  into  existence  through  long  series  of  changes 
has  been  the  most  prominent  idea  before  the  scientific  public, 
but  we  have  not  yet  accepted  fully  the  simplest  purport  of  the 
idea  of  evolution  and  asked  ourselves  the  direct  question  :  By 
what  mode  or  manner  of  motion  is  evolution  accomplished? 

Some  have  assumed  that  the  evolutionary  causes  are  resident 
in  the  environment,  and  others  that  they  exist  in  the  organisms 
themselves.  A  third  alternative  is  here  considered,  that  evolu- 
tion arises  from  the  association  of  organisms  into  interbreeding 
groups,  or  species.  Species,  in  this  interpretation,  appear  to 
contain  the  causes  of  evolution,  instead  of  evolution  affording 
the  explanation  of  species.1 

The  first  result  of  Darwin's  attempt  at  establishing  the  general 
idea  of  evolution  on  a  basis  of  relation  to  concrete  facts  was  a 
long  and  bitter  controversy  with  those  who  clung  to  the  older 
theory  that  the  species  of  nature  had  arisen  by  separate  creative 
acts.  Biological  science  made  good  its  escape  from  the  house 
of  theological  bondage,  but  its  controversial  sins  have  con- 
demned it  to  forty  years  of  wandering  in  the  wilderness  of 
species-formation  and  environmental  adjustments,  desert  regions 
often  very  interesting  in  themselves,  but  remote  enough  from 
the  fertile  fields  of  evolution. 

It  may  well  be  doubted  whether  any  student  of  nature,  if 
asked  the  direct  question,  whether  species  are  normally  at  rest 
or  normally  in  motion,  would  definitely  and  dogmatically  hold 
to  the  static  assumption.  This  appears  to  have  been  made  quite 
unconsciously,  in  the  great  majority  of  cases,  or  taken  entirely 
for  granted.  Nevertheless,  all  the  current  theories  and  methods 
of  investigating  evolutionary  problems  are  based  on  this  assump- 
tion of  normally  stationary  species.  The  influence  of  the 
doctrine  of  special  creation  was  too  strong  to  be  overcome  at 
once,  even  by  biologists  who  were  very  active  in  opposing  its 
theological  implications. 

The  idea  of  environmental  causation  of  evolution  has  com- 

1  Cook,  O.  F.,  1904.  Evolution  not  the  Origin  of  Species,  Popular  Science 
Monthly,  for  March.  Reprinted  with  additions  in  the  Smithsonian  Report  for 
1904  under  the  title,  The  Evolutionary  Significance  of  Species. 


ASPECTS    OF    KINETIC    EVOLUTION  20,1 

pletely  pervaded  all  our  forms  of  thought  and  expression  ;  it  has 
been  the  general  base  and  background  of  evolutionary  science. 
The  average  of  biological  opinion  remains  very  nearly  in  the 
same  place  as  Darwin's  original  announcement  of  a  theory  of 
environmental  causes  of  evolution.  The  environment  is  sup- 
posed to  bring  about  the  variations  and  to  select  and  preserve 
those  having  adaptive  value,  and  thus  to  cause  evolution. 
Though  Darwin  himself  appreciated  in  later  years  the  tentative 
character  of  this  inference  and  sought  in  every  direction  for 
contributing  agencies  to  strengthen  and  support  it,  some  of  his 
followers  have  had  no  such  reluctance  in  crystallizing  the  idea 
of  environmental  causes  into  definite  formulae  which  are  still 
the  shibboleths  of  evolutionary  orthodoxy.  President  David 
Starr  Jordan  not  long  ago  quoted  an  interesting  paragraph  from 
the  evolutionary  creed  of  the  late  Dr.  Eliot  Coues  : 

"  Every  offspring  tends  to  take  on  precisely  the  structure  or 
form  of  its  parents,  as  its  natural  physical  heritage  ;  and  the 
principle  involved,  or  the  law  of  heredity,  would,  if  nothing 
interfered,  keep  the  descendants  perfectly  true  to  the  physical 
characters  of  their  progenitors  ;  they  would  breed  true  and  be 
exactly  alike.  But  counter  influences  are  incessantly  operative, 
in  consequence  of  constantly  varying  external  conditions  of 
environment ;  the  plasticity  of  organization  of  all  creatures  ren- 
dering them  more  or  less  susceptible  of  modification  by  such 
means,  they  become  tinlike  their  ancestors  in  various  ways  and 
to  different  degrees.  On  a  large  scale  is  thus  accomplished, 
by  natural  selection  and  other  natural  agencies,  just  what  man 
does  in  a  small  way  in  producing  and  maintaining  different 
breeds  of  domestic  animals."1 

It  should  be  needless  to  say  that  this  formula,  like  many 
statements  of  similar  import  which  might  be  collected  from 
biologists  of  a  former  generation,  and  even  from  those  of  the 
present  day,  involves  a  complete  misrepresentation  of  the  facts. 
No  such  species  has  been  found  in  nature,  and  no  species  has 
been  made  uniform  by  an}'  refinement  of  artificial  conditions. 
It  is  possible  through  selective  inbreeding  to  eliminate  a  large 
part  of  the  normal  individual  diversity  of  organisms,  but  at  the 

'The  Popular  Science  Monthly,  May,  1903. 


292  COOK 

expense  of  vitality,  and  at  the  ultimate  cost  of  extinction,  where- 
ever  such  experiments  are  continued  for  a  sufficient  period  of 
time. 

More  recently  still,  a  son  of  Charles  Darwin,  speaking  as 
President  of  the  British  Association  for  the  Advancement  of 
Science,  has  reflected  the  conclusion  which  the  scientific  world 
has  drawn  from  his  father's  doctrine  of  natural  selection,  that  it 
is  the  cause  of  evolution. 

"  The  fundamental  idea  in  the  theory  of  natural  selection  is 
the  persistence  of  those  types  of  life  which  are  adapted  to  their 
surrounding  conditions,  and  the  elimination  by  extermination 
of  the  ill-adapted  types.  The  struggle  for  life  amongst  forms 
possessing  various  degrees  of  adaptation  to  slowly  varying  con- 
ditions is  held  to  explain  the  transmutation  of  species."1 

It  may  be  doubted  whether  Charles  Darwin  himself  would 
ever  have  ventured  upon  so  direct  and  so  generalized  a  state- 
ment. He  was  anxious  always  that  his  readers  should  take  a 
favorable  view  of  the  feasibility  of  evolution  through  natural 
selection,  but  at  the  same  time  he  could  not  forget  the  immense 
improbability  of  the  claim  that  all  characters  are  adaptive  and 
useful.  This  caution  was  not  shared  by  Wallace,  who  has 
never  hesitated  to  proclaim  selection  as  the  cause  of  evolution, 
alike  efficient  and  sufficient.  With  Darwin,  natural  selection 
remained  a  theory,  and  he  never  ceased  to  seek  additional  evi- 
dence to  support  or  supplement  it,  but  with  Wallace  and  many 
others  it  soon  became  an  undoubted  fact,  or  at  least  an  unques- 
tioned formula. 

"  Suffice  it  to  say  here  that  this  theory  of  natural  selection  — 
meaning  the  elimination  of  the  least  fit  and  therefore  the  ulti- 
mate 'survival  of  the  fittest' — has  furnished  a  rational  and 
precise  explanation  of  the  means  of  adaptation  of  all  existing 
organisms  to  their  conditions,  and  therefore  of  their  transforma- 
tion from  the  series  of  distinct  but  allied  species  which  occupied 
the  earth  at  some  preceding  epoch.  In  this  sense  it  has  actually 
demonstrated  the  '  origin  of  species,'  and,  by  carrying  back  this 
process  step  by  step  into  earlier  and  earlier  geological  times,  we 

1  Darwin,  G.  11.,  1905.  Address  of  President  of  the  British  Association  for  the 
Advancement  of  Science;  Nature,  72  :  370.     Science,  N.  S.,  22  :   258. 


ASPECTS    OF    KINETIC    EVOLUTION  293 

are  able  mentally  to  follow  out  the  evolution  of  all  forms  of  life 
from  one  or  a  few  primordial  forms.  Natural  selection  has 
thus  supplied  that  motive  power  of  change  and  adaptation  that 
was  wanting  in  all  earlier  attempts  at  explanation,  and  this  has 
led  to  its  very  general  acceptance  both  by  naturalists  and  by  the 
great  majority  of  thinkers  and  men  of  science."1 

But  notwithstanding  the  categorical  certitude  of  these  and 
many  similar  statements  which  might  be  collected,  it  is  still 
very  doubtful  whether  any  naturalist,  that  is,  any  careful  and 
experienced  student  of  plant  or  animal  species  in  nature,  would 
definitely  claim  or  undertake  to  prove  that  isolation  or  natural 
selection  is,  or  could  be,  a  true,  actuating  cause  of  evolution. 
Nevertheless,  many  such  students  have  permitted  themselves  to 
use  expressions  which  can  be  so  interpreted,  and  the  philo- 
sophical, and  especially  the  unbiological  part  of  the  scientific 
community,  has  not  hesitated  to  repeat  and  elaborate  this  idea 
as  though  it  were  an  ascertained  and  undeniable  fact. 

Primitive  peoples  are  ever  ready  to  personify  nature  and  in- 
animate objects  and  to  ascribe  to  them  the  ability  to  grow  and 
to  put  forth  other  spontaneous  actions.  Modern  science  has 
gone  to  the  other  extreme.  It  has  denied  to  the  species  of 
plants  and  animals  the  powers  of  development  which  they 
really  possess,  and  has  sought  for  the  causes  of  organic  evolu- 
tion among  the  inanimate  objects  of  the  environment.  It  has 
done  this  quite  gratuitously  and  as  a  matter  of  course,  without 
taking  the  trouble  to  raise  the  question  whether  there  might  be 
any  alternative  worthy  of  consideration. 

The  primitive  theory  of  a  flat  earth,  with  its  various  childish 
explanations  of  the  sun's  whereabouts  during  the  night,  endured 
for  thousands  of  years,  but  finally  gave  place  to  the  conception 
of  a  spherical  earth,  about  which  the  luminary  revolved  contin- 
uously. Nevertheless,  this  improved  doctrine,  while  adequate 
for  the  explanation  of  the  phenomenon  of  days  and  nights,  was 
also  erroneous,  and  had  to  be  replaced  by  a  still  broader  inter- 
pretation of  astronomical  facts. 

Astronomers  of  the  Ptolemaic  school  saw  no  reason  to  doubt 
that  the  earth  was  stationary,  and  they  were  able  to  predict 

'Wallace,  Alfred  Russell,  1900.     The  History  of  the  Nineteenth  Century. 


294  COOK 

eclipses  and  planetary  movements  in  spite  of  this  fundamental 
misconception.  Mysteries  and  discrepancies  remained,  how- 
ever, until  students  of  the  heavenly  bodies  were  willing  to 
admit  that  the  sun  was  the  center  of  the  system  and  that  the 
earth  revolved  like  her  sister  planets. 

If  adaptations  were  the  only  evolutionary  phenomena  in  need 
of  explanation,  the  doctrine  of  environmental  causes  might  serve 
scientific  purposes  for  as  many  centuries  as  the  Ptolemaic 
astronomy,  but  it  has  become  very  apparent  that  many  organic 
changes  are  going  on  which  have  no  connection  with  adapta- 
tion, and  which  would  not  be  explained  by  selection,  even  if 
everything  claimed  for  it  were  to  be  admitted. 

To  think  of  species  as  normally  in  motion  will  be  found  very 
difficult,  no  doubt,  by  those  who  have  been  so  long  accustomed 
to  take  it  for  granted  that  they  are  normally  at  rest.  The  dif- 
ficulties of  readjustment  are  still  further  increased  by  the  fact 
that  the  available  technical  language  and  customary  forms  of 
expression  have  been  elaborated  for  the  exposition  of  the  static 
doctrine  of  environmental  causation,  and  lend  themselves  only 
with  difficulty  to  the  presentation  of  the  opposite  doctrine,  that 
species  are  normally  in  motion.1  Many  distinctions  formerly 
considered  of  value  now  appear  to  have  little  significance. 
Many  things  are  readily  explainable  which  seemed  utterly 
mysterious  before,  and  many  new  problems  can  be  approached 
which  have  hitherto  appeared  quite  inaccessible. 

Since  the  time  of  Darwin  a  long  and  varied  series  of  amend- 
ments and  supplements  have  been  proposed  for  the  doctrine 
of  natural  selection,  and  no  end  of  diversity  of  individual 
opinion  has  existed  among  biologists  regarding  the  adequacy 
and  relative  significance  of  the  various  factors  and  forms  of 
selection.  The  kinetic  theory  enables  us  to  look  beyond  all 
this  cloud  of  discussion  and  to  perceive  that  selection  is  not 
merely  inadequate  as  the  cause  of  evolution  ;  it  is  not  an  evo- 
lutionary cause  at  all,  in  the  concrete  physiological  sense  ;  it 
does  not  set  evolution  in'motion,  nor  keep  it  going. 

1  Three  classes  of  difficulties  attend  the  progress  of  science,  the  concrete  diffi- 
culties of  ascertaining  facts,  the  conceptual  difficulties  of  interpreting  them,  and 
the  philological  difficulties  of  describing  the  new  facts  and  the  concepts  in  terms 
of  general  intelligibility.  The  problems  of  expression  are  often  quite  as  serious 
as  the  others,  and  quite  as  worthy  of  scientific  study. 


ASPECTS    OF    KINETIC    EVOLUTION  295 

The  difficulties  which  attend  the  presentation  of  the  kinetic 
theory  arise,  no  doubt,  largely  from  this  fact,  that  it  breaks 
with  the  Darwinian  traditions  and  recants  the  whole  doctrine 
of  selection  as  the  actuating  cause  or  principle  of  evolution. 
It  seeks  for  the  laws  and  causes  of  evolution,  not  in  the  environ- 
ment, nor  in  a  "hereditary  mechanism"  of  the  organisms 
themselves,  but  in  the  association  of  organisms  into  specific 
groups  of  interbreeding  individuals,  which  are  the  units  of 
evolutionary  motion.  The  reader  is  therefore  duly  warned 
that,  unlike  most  of  the  suggestions  made  since  the  time  of 
Darwin,  kinetic  evolution  does  not  come  as  an  amendment  to 
natural  selection. 

Those  who  may  wish  to  experiment  with  the  new  method  of 
biological  locomotion  had  best  unload  beforehand  all  their  pre- 
possessions regarding  natural  selection  as  an  evolutionary  cause. 
This  does  not  mean  that  selection  is  to  be  permanently  aban- 
doned, but  it  can  be  taken  up  later,  and  put  to  a  much  more 
useful  purpose  than  before.  Indeed,  the  material  analogy  may 
be  carried  a  step  further  by  saying  that  the  supposed  evolu- 
tionary properties  of  selection  have  been  due  to  an  unsuspected 
admixture  of  kinetic  implications,  the  selection  idea  in  itself 
being  quite  inert,  and  incapable  of  actuating  even  a  logical 
conception  of  evolutionary  motion. 

Theories  which  located  the  causes  of  evolution  in  natural 
selection  or  other  forms  of  environmental  reactions  have  con- 
sidered the  species  normally  stationary  until  acted  upon  by  the 
external  forces.  Theories  which  located  the  causes  inside  the 
organisms  have  thought  of  evolutionary  motion  as  proceeding 
in  definite  directions  without  regard  to  environmental  influences, 
except  as  they  might  work  the  extermination  of  types  poorly 
fitted  to  the  conditions  they  happened  to  encounter.  The  kinetic 
theory,  in  appreciating  the  fact  that  the  evolutionary  change 
goes  forward  in  a  network  of  descent  woven  by  the  free  inter- 
breeding of  the  individual  members  of  the  specific  group, 
reaches  the  conception  of  a  highly  composite,  indeterminate 
motion  carried  along  without  any  environmental  causation,  but 
at  the  same  time  capable  of  being  deflected  through  selective 
influence  into  channels  of  adaptation. 
Proc.  Wash.  Acad.  Sci.,  January,  1907. 


296  COOK 

The  most  feasible  way  of  presenting  the  kinetic  interpretation 
and  of  comparing  it  with  other  alternative  views  has  seemed  to 
be  that  of  canvassing  further  this  question  of  the  nature  of  the 
motion  by  which  evolution  is  supposed  to  be  accomplished  in 
accord  with  the  different  doctrines.  It  may  be  that  by  so  doing 
the  issue  can  be  made  more  direct  and  that  there  will  be  less 
risk  of  wandering  into  the  unprofitable  side-paths  of  aimless 
discussion.  The  fact  already  referred  to,  that  the  vocabulary 
of  evolution  has  been  constructed  so  largely  for  the  explanation 
of  static  doctrines,  makes  it  necessary  to  review  briefly  some  of 
the  primary  terms  and  distinctions.  . 

PHILOSOPHICAL    USES    OF    EVOLUTIONARY    MATERIALS. 

Circles  can  be  described  through  any  three  points,  and  new 
systems  of  philosophy  can  be  elaborated  out  of  a  few  primary 
distinctions.  As  geometry  and  other  speculative  sciences  of 
number  and  space  relations  have  been  called  upon  to  assist  in 
the  measuring  of  land,  the  building  of  machines,  the  naviga- 
tion of  the  sea,  and  the  exploration  of  the  heavenly  bodies,  so 
have  the  methods  of  philosophy  been  applied  to  evolution.  This 
is  not  only  because  philosophers  have  become  interested  in  evo- 
lution, but  because  philosophical  systems  are  the  most  available 
form  of  mental  machinery  for  dealing  with  complex  miscel- 
laneous, hypermathematical  problems,  like  evolution. 

It  has  been  the  ambition  of  philosophers  to  frame  general 
descriptions  of  the  universe  of  thought  in  terms  of  logical  con- 
sistency. Indeed,  the  tendency  in  philosophy  has  been  to  place 
by  far  the  greater  emphasis  upon  the  logical  consistency,  each 
philosopher  assuming  the  right  to  choose  his  own  particular 
universe  for  descriptive  purposes.  Unfortunately  for  evolu- 
tionary philosophers,  their  systems  are  confronted,  sooner  or 
later,  with  the  concrete  facts  of  plant  and  animal  life,  and  then 
no  amount  of  logical  consistency  can  atone  for  a  biological  over- 
sight. Theories  may  be  perfectly  logical  and  yet  be  utterly 
inadequate.  But  even  though  not  correct  or  final,  philosophical 
theories  of  biology  may  still  amply  justify  themselves  by  aiding 
in  the  discovery  of  relations  which  might  have  remained  unsus- 
pected and  hence  uninvestigated.     The  ungrateful  facts  may 


ASPECTS    OF    KINETIC    EVOLUTION  297 

refuse  to  support  the  theory  which  has  led  to  their  discovery, 
but  this  does  not  render  the  facts  of  less  value  for  practical  pur- 
poses, nor  even  for  use  in  other  and  better  theories.  It  is  as 
idle  to  condemn  theories  as  to  worship  them ;  it  is  the  old 
counsel  of  using  and  not  abusing. 

Theories  of  evolution  have  been  made  thus  far  from  the  facts 
of  variation,  the  differences  which  exist  among  the  members  of 
the  same  species.  In  each  of  the  different  systems  it  has  been 
assumed  that  a  certain  kind  or  group  of  variations  represented 
steps  in  the  evolutionary  journey.  The  philosophical  circles  of 
doctrine  have  been  described  in  different  planes  in  accordance 
with  the  selection  of  particular  lines  of  samples  from  the  multi- 
tudinous facts  of  variation. 

The  theory  of  natural  selection  is  supported  by  the  facts  of 
adaptation  and  geographical  distribution.  The  theory  of  direct 
adaptation  was  based  on  variations  of  accommodation,  on  the 
fact  that  organisms  are  often  able  to  adjust  themselves  to  a  con- 
siderable range  of  environmental  conditions.  Nageli's  deter- 
minant theory  was  based  on  the  fact  that  the  plants  most  care- 
fully studied  by  him  showed  tendencies  of  variation  in  definite 
directions.  The  theory  of  mutation  rests  on  facts  of  abrupt 
modifications  in  the  form  and  structure. 

The  kinetic  interpretation  claims  the  consideration  of  believers 
in  the  other  doctrines  because  it  affords  a  larger  outlook  upon 
the  facts  of  nature.  Adaptation  and  mutation  no  longer  appear 
as  unconnected  or  contradictory  phenomena,  but  are  completely 
reconciled  under  one  simple  inference. 

The  kinetic  theory  differs  from  its  predecessors  not  merely 
nor  principally  in  dependence  upon  a  different  series  of  facts  of 
variation,  but  also  in  the  method  of  combining  them.  It  is  not 
merely  a  circle  cut  in  one  plane  or  described  on  one  cross- 
section  of  data,  but  considers  all  three  dimensions  of  space.  It 
permits  us  to  understand  that  variations  are  not  all  of  the 
same  character  or  of  the  same  evolutionary  significance.  It 
also  recognizes  that  as  species  are  networks  of  descent  and  not 
mere  aggregates  of  similar  organisms,  so  evolution  is  not  merely 
a  summary  or  integration  of  variations,  but  is  accomplished  only 
through  the  normal  extension  of  the  specific  reticulum. 


298  COOK 

In  pre-evolutionary  days  there  was  no  need  to  make  special 
studies  of  variation,  since  it  was  freely  admitted  by  the  scientific 
public  that  the  differences  of  varieties  and  even  of  species  arose 
from  environmental  influences  upon  normally  stationary  types. 
The  supposition  was  that  genera  had  been  created,  rather  than 
species,  though  Linnaeus  interfered  with  this  view  by  combining 
many  of  the  groups  recognized  by  his  predecessors  as  genera 
and  by  holding  then  that  species  also  were  specially  created. 

The  significance  of  this  history  is  that  the  two  ideas,  first,  that 
of  normally  uniform  and  stationary  species,  and  second,  that  of 
the  environmental  causation  of  variations,  were  inherited  from 
the  pre-evolutionary  period  and  have  continued  to  be  used  with- 
out scientifically  critical  warrant. 

Moreover,  the  first  quest  for  evolutionary  causes  was  not  made 
in  the  direction  of  more  thorough  study  of  the  constitution  of 
species,  but  was  concerned  rather  with  the  exploration  of  the 
boundaries  and  the  gaps  between  species.  The  issue  raised  by 
Darwin,  and  more  especially  by  Huxley  and  other  controversial 
biologists,  was  that  of  proving  to  the  theological  public  that  new 
species  could  be  produced  by  evolution,  instead  of  definitely 
investigating  the  means  by  which  the  evolutionary  progress  of 
species  is  accomplished.  The  chief  interest  was  directed,  not 
to  evolution  itself,  but  to  the  two  results  of  evolution,  speciation 
and  adaptation,  the  generally  admitted  pre-Darwinian  doctrine 
of  environmental  causation  of  variations  serving  all  the  imme- 
diate needs  of  the  discussion. 

TYPES    OF    EVOLUTIONARY    THEORIES. 

Static  Theories. — According  to  the  theory  to  which  the 
name  Darwinism  is  generally,  though  unjustly,  limited,  evolu- 
tion is  brought  about  by  the  influence  of  environment,  which 
causes  organisms  to  vary,  preserves  advantageous  modifications, 
diminishes  or  eliminates  the  relatively  unfit,  and  thus  transforms 
or  subdivides  species.1  Such  theories  may  be  called  static  be- 
cause they  assume  that  species  are  normally  in  a  state  of  rest  or 

1  "Darwin  has  left  the  causes  of  variation  and  the  question  whether  it  is  lim- 
ited or  directed  by  external  conditions  perfectly  open."  Huxley,  Life  and 
Letters,  2  :  205,  1901. 


ASPECTS    OF    KINETIC    EVOLUTION  299 

stable  equilibrium,  so  that  evolutionary  motion  appears  as  the 
result  of  forces  external  to  the  organism.  Differences  among 
the  individuals  of  a  species  are  ascribed  to  environmental 
causes ;  without  such  disturbing  influences  the  species  is 
thought  to  remain  stationary  and  uniform.  Darwin  and  many 
others  have  believed  in  spontaneous  variations,  but  it  has  been 
argued  that  such  must  be  '  swamped  '  in  the  general  average  by 
intercrossing,  so  that  without  the  external  influence  of  selection 
there  could  be  no  progressive  change. 

Darwin  himself  admitted  that  in  the  domestic  animals  '  man 
does  not  cause  variability  and  cannot  even  prevent  it,'  but  on 
the  same  page  he  made  the  contradictory  statement  that  *  the 
initial  variation  is  caused  by  slight  changes  in  the  conditions  of 
life,'  and  this  has  served  as  the  cardinal  principle  of  those  who 
have  claimed  to  be  Darwinists,  while  rejecting  the  wider  per- 
ception cited  above.  Again  in  the  same  work  (p.  79)  Darwin  is 
ready  to  admit  that  '  a  somewhat  complex,  though  apparently 
useless,  structure  may  be  suddenly  developed  without  the  result 
of  selection.'1 

Saltatory  Theories. — That  variations  can  be  preserved  by 
selection,  and  are  frequently  so  preserved  among  domesticated 
animals  and  plants,  cannot,  of  course,  be  doubted,  but  the  diffi- 
culty of  believing  that  natural  conditions  would  provide  the 
necessary  selection  or  segregation  at  the  right  junctures  has 
led  many  biologists  to  look  with  favor  upon  the  idea  that  new 
species  have  not  arisen  by  imperceptibly  gradual  changes,  as 
Darwin  supposed,  but  by  a  succession  of  leaps,  as  it  were. 
This  view  is  defended  by  reference  to  the  so-called  '  sports'  or 
very  pronounced  variations  occurring  among  domestic  plants 
and  animals. 

Mr.  Francis  Galton  has  compared  the  organism  to  a  polygo- 
nal body  which  comes  to  rest  at  a  point  considerably  in  advance 
of  its  former  position  when  its  equilibrium  has  been  sufficiently 
disturbed.  Professor  De  Vries  has  adopted  the  saltatory  view, 
as  a  result  of  his  studies  of  what  he  calls  mutations,  or  pro- 
nounced and  readily  transmissible  variations  of  domestic  plants. 

1  The  Variation  of  Animals  and  Plants  under  Domestication,  p.  3,  New  York, 
1897. 


300  COOK 

Instead  of  slow  or  gradual  changes  of  the  characters  of  species 
there  are  supposed  to  occur  at  remote  intervals  in  the  life  of  a 
species  relatively  brief  periods  of  mutation  in  which  violently 
abrupt  variations  are  given  off  in  an  explosive  manner.  Each 
of  these  discontinuous  variations  is  considered  as  representing 
the  production  of  a  new  species,  there  being  no  gradations  be- 
tween it  and  the  parental  type.  Unfortunately,  the  wide  appli- 
cation of  this  analogy  is  prevented  by  the  fact  that  in  many 
natural  groups  descent  from  a  single  individual  is  impossible. 
Moreover,  the  new  types  or  sports  studied  by  Professor  De 
Vries  are,  like  other  closely  inbred  plants  and  animals,  much 
less  fertile  than  their  wild  progenitors,  thus  increasing  the 
probability  that  the  inbreeding  or  segregation  necessary  to 
secure  and  preserve  these  abnormalities  would  give  them  a 
fatal  handicap  in  the  struggle  for  existence.  Finally,  the  wide 
distribution,  among  both  plants  and  animals,  of  sexual  differen- 
tiation and  other  expedients  for  securing  cross-fertilization,  seems 
a  sufficient  warrant  for  distrusting  any  theory  which  disregards 
this  important  group  of  evolutionary  phenomena. 

Determinant  Theories. — The  noninheritance  of  acquired 
characters  led  Nageli  and  Weismann  to  formulate  what  maybe 
termed  determinant  theories,  under  which  the  motion  of  species 
is  not  thought  of  as  caused  or  directly  influenced  by  the  environ- 
ment, but  as  the  function  of  internal  "  mechanisms  of  descent." 
Nageli  believed  that  species  did  not  vary  in  all  directions  indis- 
criminately, as  Darwin  had  held,  but  that  they  kept,  without 
selective  influences,  a  definite  direction.  He  therefore  con- 
cluded that  the  organization  of  living  matter  contained  what  he 
called  a  "  Vervollkommungsfirinzifi"  or  principle  of  perfection, 
which  carried  them  ever  upward  along  the  road  from  simplicity 
to  complexity. 

Weismann  sought  in  his  doctrine  of  determinants  to  render 
this  conception  more  concrete  regarding  the  nature  of  the  in- 
ternal mechanism,  and  to  provide  a  means  of  selective  influence. 
Determinants  may  be  described  as  biological  atoms,  resident  in 
reproductive  cells  and  able  to  determine  in  advance  the  charac- 
ter of  the  new  organism,  independent  of  its  environmental  rela- 
tions.    The  environment  also  has  no  effect  on  the  next  genera- 


ASPECTS    OF    KINETIC    EVOLUTION  3OI 

tion,  selection  pertaining  not  to  the  characters  themselves,  but 
to  the  determinants  which  might  repeat  the  characters  in  the 
next  generation.  Further  elaboration  of  the  doctrine  of  deter- 
minants has  been  made  in  the  belief  that  the  external  conditions, 
while  unable  to  act  through  the  body  of  the  organisms,  might 
act  directly  upon  the  reproductive  cells.  Others  assume  con- 
flicts or  struggles  between  determinants  (germinal  selection)  as 
possible  factors  in  evolutionary  motion. 

As  a  suggestion  that  evolution  might  be  the  result  of  external 
influences,  and  as  a  means  whereby  characters  imposed  by  the 
environment  could  be  transmitted,  Darwin  invented  the  theory 
of  pangenesis,  to  the  effect  that  the  germinal  material  carrying 
reproductive  influences  was  assembled  from  all  parts  of  the  body 
of  the  parent  organism.  Direct  evidence  for  this  supposition 
has  never  been  found  ;  indeed,  the  contrary  proposition,  that 
acquired  characters  are  not  and  cannot  be  inherited,  has  com- 
manded the  belief  of  Professor  Weismann  and  his  numerous 
followers.  Having  cut  loose,  as  it  were,  from  environment, 
which  had  been  the  chief  resource  of  static  theories,  they  have 
sought  the  explanation  of  the  evolutionary  problem  in  a  so-called 
"  hereditary  mechanism,"  by  which  the  characters  of  successive 
generations  are  held  to  be  predetermined  in  the  reproductive 
cells.  The  structure  of  the  living  cell  has  accordingly  received 
the  attention  of  many  earnest  investigators  and  a  new  science  of 
cytology  has  been  rapidly  built  up.  But,  as  in  the  pursuit  of 
her  somewhat  older  sister,  embryology,  no  general  uniformity 
of  structure  or  processes  has  been  discovered.  Biology  has 
been  enriched  by  the  addition  of  a  vast  number  of  interesting 
facts,  but  the  minute  structure  and  internal  organs  of  plants  and 
animals,  including  the  structure  and  organs  of  the  component 
cells  themselves,  have  been  found  to  share  the  general  diversity 
of  nature,  and  to  be  as  much  in  need  of  evolutionary  explana- 
tion as  the  external  characteristics  of  the  various  natural  groups. 

With  an  infinity  of  biological  facts  to  draw  upon,  no  theory 
need  remain  without  support,  real  or  apparent.  An  evolu- 
tionary inference  warranted  in  one  group  may  be  quite  false  as 
a  general  law,  and  in  this  sense  an  inadequate  theory  may  be 
more  misleading  than  one  which  is  actually  erroneous.     Thus 


302  COOK 

each  of  these  types  of  evolutionary  theories  may  be  said  to  rest 
upon  certain  groups  of  evolutionary  facts  which  are  more  or  less 
completely  ignored  by  the  others.  The  niceties  of  many  adapta- 
tions to  environment  have  led  Darwin  and  his  followers  to 
almost  exclusive  reliance  upon  that  factor.  Saltatory  theories 
provide  larger  variations,  but  require  even  more  effective  isola- 
tion. Determinant  theories  deny  the  influence  of  environment 
and  must  ascribe  adaptations  to  accident  or  to  pre-established 
harmony.  All  three  theories  antagonize  the  obvious  fact  that 
a  very  general  tendency  of  organic  development  has  been 
toward  the  increase  of  facilities  for  cross-fertilization.  These 
have  been  interpreted  as  inimical  to  evolution  because  they 
interfere  with  the  preservation  of  the  abnormally  close-bred 
variations  which  have  been  mistaken  for  true  steps  in  the 
progress  of  organic  series. 

KINETIC    OR    SYMBASIC    EVOLUTION. 

Somewhat  between  the  doctrines  of  selection  and  of  deter- 
mination, but  distinct  from  both,  is  another  conception  of  evolu- 
tionary motion,  that  it  is  caused  neither  by  external  environments 
nor  by  internal  mechanisms,  but  goes  forward  as  a  necessary 
result  of  the  normal  specific  constitution  of  living  matter.  It  is 
observed  that  organisms  normally  exist  and  make  evolutionary 
progress  only  in  large  groups  of  interbreeding  individuals. 
Evolution  is,  in  a  word,  symbasic ;  that  is,  organisms  must 
travel  together  along  the  evolutionary  pathway,  and  must  be 
connected  with  each  other  by  an  intricate  network  of  descent 
in  the  weaving  of  which  the  diversities  of  the  members  of  a 
species  have  a  definite  physiological  value.  Without  diversity 
of  descent  the  cellular  organization  deteriorates.  This  being 
the  case,  it  is  easy  to  understand  that  new  variations  are  pre- 
potent, and  that  species  make  more  rapid  evolutionary  progress 
in  proportion  to  their  numerical  size.  The  larger  and  more 
widely  distributed  the  species,  the  greater  the  opportunities  of 
variation  and  of  evolutionary  progress. 

Kinetic  evolution  is  thus  the  reverse  of  many  current  theories, 
in  that  it  recognizes  a  normal  and  necessary  movement  of  change 
not  caused  by  environment.     It  is  the  reverse  of  the  selective 


ASPECTS    OF    KINETIC    EVOLUTION  303 

theory  of  Darwin  in  holding  evolution  to  be  independent  of 
natural  selection.  It  reverses  the  panmixia  doctrine  of  Pro- 
fessor Weismann,  in  that  it  treats  the  interbreeding  of  the 
numerous  and  diverse  individuals  of  species  as  conducive  of 
biological  motion,  instead  of  as  hindering  it.  It  is  the  reverse 
of  the  mutation  theory  of  Professor  De  Vries,  in  that  evolu- 
tion is  held  to  go  forward  normally  in  entire  species,  and  not 
merely  in  individuals  or  in  narrow  lines  of  descent. 

One  of  the  chief  weaknesses  of  all  the  static  doctrines,  both 
saltatory  and  selective,  lay  in  the  apparent  necessity  that  new 
variations  be  isolated  from  their  relatives  in  order  to  preserve 
their  new  characters  and  make  evolutionary  advance  possible, 
for  the  fundamental  concepts  of  the  static  doctrine  are  the 
normally  stationary  average  and  the  swamping  effects  of  inter- 
crossing. 

The  kinetic  theory  differs  fundamentally  from  all  its  prede- 
cessors in  recognizing  the  fact  that  evolution  is  not  a  process  of 
segregation,  but  of  synthesis  and  integration.  The  transforma- 
tion of  species  in  nature  is  brought  about  by  the  sharing  of  in- 
dividual variations  through  interbreeding.  Conjugation  and 
cross-fertilization  do  not  hinder  evolution,  but  are  essential  to 
the  gradual  building  up  of  the  intricate  coordinations  of  char- 
acters through  which  adaptations  and  other  desirable  changes 
go  forward.  Selection,  inbreeding,  isolation  and  other  forms  of 
segregation,  reduce  the  number  of  accessible  variations,  narrow 
the  basis  of  the  vital  structure,  and  result  in  organic  weakness, 
sterility  and  extinction.  Selective  isolation  accentuates  par- 
ticular variations  and  has  been  utilized  in  the  diversification  of 
domestic  varieties  of  plants  and  animals  useful  to  man,  but 
abnormal  and  weak  from  the  evolutionary  standpoint,  and 
affording  no  complete  analogy  with  the  natural  development  of 
organic  types.  The  sterility  of  many  hybrids  and  the  tendency 
of  inbred  varieties  to  produce  relatively  infertile  sports  may 
prove  to  be  explainable  by  the  same  fact  of  inadequate  fertili- 
zation. For  want  of  better  words  it  may  be  said  that  the  vital 
tension  of  inbreeding  is  too  little,  while  that  of  hybridity  is  too 
great;  the  normal  course  of  biological  evolution  lies,  obviously, 
between  the  two  extremes.     Evolution,  or  biological  motion, 


304  cook 

appears  to  be  necessary  as  well  as  universal.  Free  interbreed- 
ing between  the  members  of  large  organic  groups,  or  species,  is 
the  condition  under  which  biological  evolution  is  going  forward 
in  nature,  and  we  have  no  reason  to  seek  its  cause  in  any  aber- 
ration or  specialization  of  structure  or  function. 

The  fundamental  and  truly  dynamic  causes  of  evolution  still 
lie  hidden  in  the  equally  unknown  causes  of  genetic  variation, 
but  the  evolutionary  history  of  a  group  of  organisms  is  a  proc- 
ess which  a  kinetic  theory  adequately  explains  by  supplying 
physiological  reasons  and  methods. 

The  ultimate  theory  or  stage  of  evolutionary  explanation  must 
await  far  more  complete  knowledge  of  the  nature  of  the  phenom- 
ena to  which  we  commonly  refer  under  such  abstract  terms  as 
matter  and  force,  expressions  which  we  can  neither  describe  nor 
define,  except  in  a  purely  formal  manner.  Much  is  gained, 
however,  by  the  recognition  of  the  fact  of  normal  evolutionary 
motion,  by  perceiving  that  organic  development  is  a  kinetic 
phenomenon,  for  the  species  no  less  than  for  the  individual. 
Individuals  and  species  are  conditioned,  but  not  caused,  by  their 
environments ;  they  descend  from  other  species  and  from  other 
individuals  in  continuous  series  of  ever-changing  forms.  There 
is  an  inside  as  well  as  an  outside  physiology  of  evolution,  and 
it  is  idle  to  ignore  either  the  one  or  the  other. 

To  advance  from  the  static  to  the  kinetic  point  of  view  gives 
us  ready  and  practical  solutions  for  many  problems  which  on  the 
static  basis  bid  fair  to  have  required  long  periods  of  time  and 
large  expenditure  of  money.  It  brings  also,  as  does  every 
advance  of  science,  a  host  of  new  questions  which  the  static 
evolutionist  could  never  have  asked,  such  as  the  rapidity  of 
evolutionary  motion  and  the  means  of  accelerating,  retarding  or 
deflecting  it. 

A  kinetic  theory  of  evolution  does  not  need  to  explain  varia- 
tion any  more  than  it  needs  to  explain  symbasis  and  environ- 
ment ;  it  accepts  these  three  groups  of  biological  facts,  and 
correlates  them  as  evolutionary  factors.  Conversely,  a  theory 
of  variation  is  not  necessarily  a  theory  of  evolution  ;  the  two 
questions  may  be  viewed  as  quite  distinct.  The  recognition  of 
evolution  as  a  kinetic  process  does  not  conflict  with  a  dynamic 


ASPECTS    OF    KINETIC    EVOLUTION  305 

explanation  of  variation,  but  contributes  to  such  an  achievement 
by  rendering  the  problem  more  definite.  It  affords  another 
conception  of  how  evolution  may  be  accomplished,  but  a  con- 
ception more  comprehensive  than  those  which  have  gone  before  ; 
one  which  does  not  depend  upon  any  theoretical  or  doubtful 
relation,  but  upon  the  well  ascertained  and  universal  fact  that 
organisms  exist  everywhere  in  species — groups  of  diverse  indi- 
viduals freely  interbreeding  to  form  a  complex  network  or  fabric 
of  descent. 

To  some  there  may  appear  to  be  no  practical  distinction 
between  the  static  and  the  kinetic  views.  Not  a  few  naturalists 
have  entertained  truly  kinetic  conceptions  of  the  facts  of  organic 
nature,  even  while  continuing  to  misrepresent  them  by  the  use 
of  the  static  terminology.  For  descriptive  purposes,  such  as  the 
tracing  of  phylogenies,  the  differences  are  less  important,  but 
fundamental  divergence  is  obvious  in  approaching  the  physio- 
logical questions  of  methods  and  causes.  The  probable  truth  of 
a  theory  does  not  depend  merely  upon  the  number  of  facts  which 
can  be  assembled  under  it,  but  also  upon  the  coherence  and 
practical  consistency  of  the  relations  alleged.  Of  two  theories 
otherwise  equal  the  more  simple  and  direct  should  receive  the 
greater  confidence.  The  kinetic  theory  is  not  compelled  to 
ascribe  utility  to  all  characters,  and  can  explain  useful  and  use- 
less characters  by  reference  to  the  same  facts  of  organic  diversity 
and  association  in  species. 

SUMMARY  OF  EVOLUTION  THEORIES. 

Static  theories  view  the  species  as  normally  stationary,  and 
ascribe  evolutionary  motion  to  environmental  causes  of  adapta- 
tion. The  static  theory  commonly  called  Darwinism  (though 
avoided  by  Darwin  himself)  treats  adaptations  as  caused  indi- 
rectly through  natural  selection,  by  the  survival  of  the  fittest  of 
the  individual  variations.  The  static  theory  of  Lamarckism 
treats  adaptations  as  direct  results  or  responses  to  environmental 
influences. 

Saltatory  theories  view  the  species  as  normally  stationary 
except  for  rare  intervals  of  sudden  transformation  or  "  muta- 
tion "  caused  either  by  the  environment  or  by  internal  "forces" 


306  cook 

of  unknown  character.  Selection  can  determine  the  survival 
of  mutations  adapted  to  environmental  conditions,  but  exerts  no 
direct  adaptive  influence. 

Determinant  theories  view  species  as  moving  gradually  in 
definite  directions  in  obedience  to  internal  "  principles  of  per- 
fection "  or  "mechanisms  of  descent."  Adaptation  depends 
on  the  coincidence  between  evolution  and  environment ;  selec- 
tion exerts  no  direct  influence. 

Kinetic  theories  view  species  as  normally  in  motion,  but  not 
in  a  single  or  definite  direction,  and  not  as  a  result  of  environ- 
mental causes.  The  normal  evolutionary  motion  of  the  species 
may  be  restricted  and  deflected  by  the  selective  action  of  the 
environment,  resulting  in  adaptation. 

The  adjacent  tables  may  assist  in  showing  the  relations  be- 
tween these  different  types  of  evolutionary  theories.  Table  I 
indicates  the  methods  by  which  the  various  doctrines  answer 
some  of  the  principal  questions  regarding  evolutionary  motion. 
Table  II  brings  these  questions  into  relation  with  the  conclu- 
sions reached  in  previous  chapters.  Discrepancies  between  dif- 
ferent evolutionary  doctrines  are  often  explainable  by  the  fact 
that  some  of  them  are  in  reality  theories  of  adaptation  or  of 
speciation,  rather  than  of  evolution.  Thus,  as  the  table  shows, 
interbreeding  is  a  strongly  negative  factor  in  the  multiplication 
of  species  (speciation),  but  at  the  same  time  it  is  a  strongly  posi- 
tive factor  in  evolution.  The  chief  factors  in  adaptation  and 
speciation  have  only  negative  or  restrictive  effects  upon  evolution. 

NORMAL    CONDITION    OF    SPECIES. 

The  most  fundamental  diversity  of  opinion  regarding  the 
nature  of  evolutionary  motion  is  that  of  the  normal  condition  of 
species.  Two  assumptions  are  possible  and  have  equal  warrant 
for  scientific  consideration.  Under  theories  of  environmental 
and  selective  causation,  it  has  been  taken  for  granted  that  species 
are  normally  stationary  and  uniform  unless  acted  upon  by  some 
disturbing  external  influence.  The  question  of  causes,  on  this 
assumption,  is  a  simple  one.  The  difficult  problem  is  to  explain 
how  the  external  influences  produce  the  organic  results  which 
have  been  ascribed  to  them.     Fifty  years  of  study  have  been 


ASPECTS    OF    KINETIC    EVOLUTION 


307 


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308  cook 

expended  on  this  phase  of  the  problem,  but  with  no  direct  results. 
For  this  reason,  if  for  no  other,  the  careful  consideration  of  the 
alternative  possibility  would  be  justified. 

The  kinetic  theory  is  not  dependent,  however,  upon  merely 
abstract  or  inferential  justification,  but  is  supported  by  the  evi- 
dence of  all  observations  and  experiments  which  have  a  bear- 
ing upon  the  question.  That  groups  of  organic  individuals 
become  different  whenever  they  have  been  isolated  for  any  con- 
siderable periods  of  time,  may  be  taken  as  proof  that  evolutionary 
change  is  a  general  and  normal  condition  of  the  existence  of 
species.  It  can  be  asserted,  of  course,  that  divergences  be- 
tween groups  of  common  origin  are  due  to  differences  of 
environment,  but  the  inadequacy  of  this  explanation  is  con- 
clusively shown  by  the  many  instances  where  groups  have  pre- 
served great  similarity  of  habits  and  environmental  conditions, 
but  have  attained,  nevertheless,  to  a  great  diversity  of  form  and 
structure,  as  in  the  conspicuous  instance  of  the  animals  of  the 
class  Diplopoda,  and  of  various  classes  of  the  lower  plants,  such 
as  the  mosses  and  hepaticae. 

Two  modifications  of  the  stationary  assumption  had  been 
formulated,  previous  to  the  kinetic  theory.  Under  the  muta- 
tion theory  of  Professor  De  Vries,  the  normal  condition  of  uni- 
formity is  supposed  to  give  place  at  rare  intervals  to  periods  of 
mutation  or  sudden  appearance  of  new  species.  In  the  deter- 
minant theory  of  Nageli,  species  were  held  to  be  normally  in 
motion,  but  the  motion  was  supposed  to  follow  a  definite  direc- 
tion as  the  result  of  internal  physical  and  chemical  adjustments. 

The  changes  predicated  as  normal  for  species  under  the  kinetic 
theory  are  of  an  indeterminate  and  composite  character.  The 
species  is  not  thought  of  as  changing  in  one  direction  merely, 
but  in  many  characters  at  once,  the  required  result  being  a  con- 
structive coordination  of  changes  which  will  increase  the  vita 
efficiency  of  the  organism  and  enlarge  its  power  of  utilizing  its 
environmental  opportunities. 

RAPIDITY    OF    EVOLUTIONARY    MOTION. 

Static  theories,  which  have  agreed  in  thinking  of  species  as 
normally  stationary,  have  also  taken  it  for  granted  that  evolu- 


ASPECTS    OF    KINETIC    EVOLUTION  3O9 

tionary  changes  must  be  gradual,  and  some  writers  have  dwelt 
upon  the  imperceptible  slowness  of  evolutionary  progress.  The 
mutation  theory  of  Professor  De  Vries  adopts  the  other  extreme, 
in  holding  that  evolutionary  motion  is  abruptly  discontinuons, 
the  individual  organism  leaping,  as  it  were,  from  one  species  to 
another  without  any  steps  or  gradations.  From  the  kinetic 
standpoint,  mutations  like  those  studied  by  Professor  De  Vries 
are  interpreted  as  abnormal  and  degenerative  phenomena,  but 
the  fact  is  recognized  that  the  individuals  of  many  species  in 
nature  have  very  recognized  differences,  so  that  the  steps  of 
evolutionary  progress  may  not  always  be  infinitesimally  grad- 
ual. There  are  indications  that  prepotent  new  characters  may 
often  transform  a  species  or  variety  in  a  comparatively  short 
period  of  time. 

CONTINUITY    OF    EVOLUTIONARY    MOTION. 

Theories  which  ascribe  organic  changes  to  selection  or  to  en- 
vironmental causes  imply  that  progress  is  limited  to  the  charac- 
ters which  happen  at  the  time  to  have  environmental  significance. 
In  this  view  evolutionary  motion,  though  gradual,  must  be  de- 
scribed as  occasional,  rather  than  as  continuous.  After  a 
period  of  selective  development  a  species  might  cease,  for  a  time, 
to  be  affected  by  selection  and  remain  stationary,  or  might  even 
retrograde,  as  claimed  by  Weismann  and  others. 

In  the  mutation  theory  the  idea  of  occasional  change  is  car- 
ried still  farther,  so  that  evolutionary  motion  would  need  to  be 
described  as  intermittent  and  occurring  only  at  rare  intervals. 
This  is  the  type  of  evolutionary  theory  which  comes  nearest  to 
the  older  doctrine  of  separate  creation  of  species.  It  represents 
species  as  arising  from  single  individuals,  and  denies  gradual 
or  continuous  progress.  It  declares  that  evolutionary  motion 
is  saltatory  or  discontinuous  ;  that  there  are  sudden  changes  or 
jumps  from  one  species  into  another.  Such  an  evolution  could 
not  be  described  as  taking  place  in  species,  but  between  them, 
the  species  themselves  being  essentially  stationary  except  when 
acted  upon  by  special  "  forces."  Whether  the  forces  are  exter- 
nal or  internal  is  a  matter  of  opinion  which  subdivides  saltatory 
evolutionists  into  two  subordinate  schools. 


3io 


COOK 


Saltatory  evolution  consists  of  a  series  of  abrupt  lateral  dis- 
placements, each  species  remaining  stationary  and  unchanged 
from  the  time  of  its  origin  by  mutation.  No  forward  progress 
of  the  members  of  interbreeding  groups  is  provided.  Mo- 
tion takes  place  only  in  the  individuals  which  give  rise  to  the 
new  groups.  Selection  would  thus  have  no  influence  upon  evo- 
lutionary motion  in  connection  with  the  mutation  theory.  Its 
function  would  be  limited  to  the  determination  of  the  survival 
of  the  new  species  which  might  prove  to  be  adapted  to  their 
environments.  Motion  is  conceived  only  in  simple  inflexible 
lines  and  not  in  a  network  of  descent  which  can  bend  in  adap- 
tive directions  when  environmental  obstacles  are  encountered. 

Saltatory  theorists  do  not  deny  that  diversity  exists  among 
the  members  of  species,  but  they  ascribe  this  to  the  influence 
of  external  conditions  or  to  a  general  principle  of  inconstancy 
or  fluctuation,  without  any  special  evolutionary  significance. 

Saltatory  theories  stand  in  most  direct  contrast  with  those 
which  ascribe  continuity  to  the  evolutionary  motion  of  species, 
which  are  thought  of  not  as  advancing  by  leaps  or  sudden  trans- 
formation of  one  species  into  another,  but  as  going  forward  by 
gradual  steps,  larger  or  smaller.  Natural  selection  by  the  en- 
vironment is  thought  of  as  changing  the  average  and  hence  as 
causing  evolutionary  motion.  The  higher  groups  of  plants  and 
animals  have  so  many  adaptive  characters  that  evolution  by 
natural  selection  has  been  accepted  by  many  biologists  as  a 
demonstrated  fact. 

Determinant  and  kinetic  theories  agree  in  expecting  evolu- 
tion to  be  continuous,  the  one  because  the  internal  mechanisms 
would  continue  to  act,  the  other  because  the  interbreeding  of  the 
ever-diverse  individuals  of  the  species  is  being  continued. 

MUTATIONS    DISTINGUISHED    FROM    NATURAL    SPECIES. 

There  is  a  wide  and  fundamental  difference  between  the  kind 
of  evolutionary  motion  shown  by  mutations  of  inbred  domesticated 
species  and  that  by  which  the  progressive  development  of 
natural  species  has  been  brought  about.  The  condition  of  in- 
breeding under  which  mutations  appear  has  so  far  weakened 
the  organism  that  the  newly  modified  form  is  recessive,  that  is, 


ASPECTS    OF    KINETIC    EVOLUTION  3  I  I 

it  tends  to  disappear  when  crossed  with  unrelated  groups.  Such 
variations  could  not  spread  or  propagate  themselves  in  a  nor- 
mally symbasic  species  ;  each  would  need  to  be  carefully  iso- 
lated in  order  to  be  preserved.  In  the  second  place,  very  few, 
if  any,  of  the  thousands  of  mutations  which  have  come  under 
the  eyes  of  planters  and  experimenters  have  proved  to  be  more 
fertile,  in  the  true  reproductive  sense,  than  the  parental  types. 
Nearly  all  of  them  are  conspicuously  deficient  in  this  respect, 
and  would  thus  struggle  under  a  fatal  selective  handicap  in 
competing  with  the  parent  form,  if  they  were  not  at  once  wiped 
out  by  interbreeding.  Mutations  have  very  great  agricultural 
importance,  but  their  practical  value  will  not  be  enhanced  by 
overlooking  this  fact  of  deficient  fertility  which  is  fatal  to  the 
view  that  they  represent  a  genuine  condition  of  progressive 
evolution. 

Mutations  arise  sideways,  as  Professor  De  Vries  explains, 
but  it  does  not  follow  that  new  species  are  formed  in  this 
manner.  Mutations  are  frequent  in  domesticated  plants  because 
varieties  in  cultivation  are  separated  by  inbreeding  from  the 
normal  forward  progress  of  the  whole  interbreeding  species. 
Each  species  when  once  formed  is  supposed,  under  the  mutation 
theory,  to  remain  stationary  so  that  progress  can  be  made  only 
when  new  varieties  become  segregated  from  the  mass. 

There  is,  however,  another  and  very  different  way  in  which 
variations  can  contribute  to  evolutionary  progress.  Instead  of 
being  recessive  mutations,  the  variations  which  have  practical 
evolutionary  significance  are  prepotent,  and  can  work  one  change 
after  another  in  the  gradually  advancing  group.  The  true  evo- 
lutionary significance  of  mutations  is  not  that  species  arise  by 
mutation,  but  that  the  progressive  steps,  by  which  the  evolution 
of  species  is  gradually  accomplished,  are  not  imperceptibly 
small.  There  may  be  a  very  appreciable  advance  between  two 
successive  individuals. 

Very  acute  selection  or  some  other  way  of  separating  a  new 
mutation  from  its  unmodified  parent  stock  must  be  imagined  in 
order  to  account  for  its  preservation,  but  plants  and  animals 
abound  in  characters  which  could  scarcely  have  been  perpetu- 
ated in  this  way.  With  self-fertilized  plants  a  single  individual 
Proc.  Wash.  Acad.  Sci.,  January,  1907. 


312  COOK 

can  start  a  new  race  or  variety,  but  with  sexually  differentiated 
animals  this  is  much  more  difficult,  since  interbreeding  is  neces- 
sary for  reproduction.  An  actual  instance  will  illustrate  the 
point.  In  all  the  millipedes  of  the  world-wide  order  Merocheta 
the  olfactory  cones  of  the  antennae  are  four  in  number,  arranged 
in  a  square,  with  the  single  exception  of  a  series  of  closely 
related  East  African  genera  of  the  family  Gomphodesmidae,1 
which  are  unique  in  the  possession  of  ten  olfactory  cones 
arranged  in  a  circle.  That  the  four  cones  in  a  square  is  the 
ancestral  condition,  is  certain,  because  it  is  shared  also  by  all 
the  other  orders  of  the  very  ancient  class.  Diplopoda,  many 
members  of  which  are  known  from  the  carboniferous  period. 
That  the  number  is  invariable  in  the  order  Merocheta  can  not 
be  claimed,  since,  obviously,  it  must  have  varied  at  least  once, 
when  the  circle  of  ten  cones  came  into  existence.  No  variation 
has  been  recorded,  however,  either  in  the  four-coned  or  the  ten- 
coned  genera,  on  the  many  thousands  of  specimens  which  have 
been  examined. 

Nor  are  there  any  indications  that  the  ten-coned  condition  is 
an  advantage  which  has  gained  any  favors  from  natural  or  other 
forms  of  selection.  The  ten-coned  genera  as  a  group  show  no 
other  conspicuous  peculiarity  and  have  contributed,  apparently, 
only  m  average  share  to  the  evolutionary  diversification  and 
geographical  distribution  of  the  family.  Moreover,  the  habits 
and  environmental  relations  of  the  whole  class  Diplopoda  are 
such  as  to  reduce  the  influence  of  natural  selection  to  a 
minimum.2 

Under  such  circumstances  the  sidewise  origination  and  pres- 
ervation of  a  ten-coned  new  species  as  a  mutation  seems  highly 
improbable,  but  there  is,  on  the  other  hand,  no  reason  why 
a  genetic  variation  to  ten  cones  should  not  spread  through  a 
species  and  be  carried  forward  into  the  other  species  and  genera 
into  which  the  ten-coned  group  might  afterward  subdivide.  If 
there  had  ever  been  millipedes  with  the  intervening  number  of 

1  Cook,  O.  F.,  1899.  African  Diplopoda  of  the  Family  Gomphodesmidae. 
Proc.  U.  S.  National  Museum.     21  :  677-739. 

2  Cook,  O.  F.,  1902.  Evolutionary  Inferences  from  the  Diplopoda.  Proc. 
Entomological  Society  of  Washington.     5  :   14. 


ASPECTS    OF    KINETIC    EVOLUTION  3  1 3 

cones  we  have  every  reason  to  expect  that  indications  of  them 
would  remain,  either  in  species  with  such  numbers  or  in  occa- 
sional individual  variations.  The  facts  of  mutation  may  help 
us  to  be  reconciled  to  the  probability  that  millipedes  with  five, 
six,  seven,  eight  or  nine  cones  may  never  have  existed,  but  they 
do  not  warrant  the  general  inference  that  evolution  goes  for- 
ward by  the  origination  of  species  sideways  by  mutation. 

The  difficulty  is  not  that  the  mutations  of  domesticated  plants 
and  animals  are  not  as  different  and  as  readily  to  be  described 
and  distinguished  from  each  other  as  natural  species.  Nor  is 
it  impossible  that  some  of  the  species  named  and  described  in 
formal  botanical  and  zoological  classifications  represent  mutative 
variations  from  narrowly  segregated  wild  types.  The  differ- 
ences are  not  formal  or  theoretical,  but  physiological  and  prac- 
tical. The  conditions  under  which  the  mutations  of  cultivated 
plants  and  animals  arise  are  not  those  under  which  the  construc- 
tive evolution  of  nature  has  gone  forward,  and  the  mutations  are 
deficient  in  the  primary  requirements  of  vigor  and  fertility. 

That  discontinuous  variations  may  contribute  to  the  evolu- 
tionary progress  of  species  in  nature  is  no  part  of  the  mutation 
theory  of  De  Vries,  which  definitely  rejects  and  denies  an)'  grad- 
ual evolution,  any  continuous  change  and  accumulation  of  char- 
acters. Species  once  formed  by  mutation  are  just  as  stationary 
and  immutable,  according  to  De  Vries,  as  Linnaeus  said  they 
were.  All  the  evidences  of  gradual  evolutionary  divergence  of 
organic  groups  accumulated  by  Darwin  and  his  successors  are 
ignored  in  the  mutation  theory,  because  no  evolutionary  changes 
were  detected  in  the  original  CEnotheras  which  Professor  De 
Vries  kept  in  his  garden  for  eighteen  years. 

The  kinetic  theory  is  not  thus  at  odds  with  the  facts  of 
science.  It  provides  an  evolution  of  species  by  a  thor- 
oughly gradual,  continuous  process,  more  broadly  continu- 
ous, indeed,  than  any  suggested  before.  It  recognizes  that 
new  variations  are  prepotent,  and  are  able  to  accumulate  and  to 
transform  the  species  in  which  they  appear.  Species  are  nor- 
mally in  motion  and  do  not  depend  upon  the  intermittent  inter- 
ference of  selection,  nor  upon  mutation,  for  the  development 
of  new  characters.     Instead  of  finding   the   motive   power   or 


314  COOK 

active  principle  of  evolution  in  natural  selection  or  in  mutation, 
the  kinetic  theory  finds  evolutionary  causes  in  normal  diversity 
and  free  interbreeding  in  specific  networks  of  descent. 

Both  the  selection  theory  and  the  mutation  theory  imply  that 
new  characters  and  new  types  have  to  be  preserved  by  isolation. 
Under  the  kinetic  theory  it  is  clearly  perceived  that  isolation 
explains  only  the  multiplication  of  species,  but  is  not  an  evolu- 
tionary factor,  or  even  a  necessary  condition  of  evolution.  The 
kinetic  theory  provides  for  the  first  time  a  consistent  outline  of 
a  method  of  gradual  and  continuous  evolution  in  normally  ex- 
tensive, freely  interbreeding  specific  groups,  the  condition  in 
which  organisms  everywhere  exist  in  nature. 

PRINCIPAL    AGENT    OF    EVOLUTIONARY    CHANGE. 

At  this  point  the  various  theories  show,  perhaps,  their  most 
obvious  divergencies.  The  doctrine  of  pure  selection,  or  Dar- 
winism, holds  that  selection  is  the  actual  cause  or  principle  of 
evolutionary  advance,  supporting  this  by  various  other  assump- 
tions, such  as  an  environmental  causation  of  variations  or  a  cor- 
relation between  useful  and  useless  variations.1 

The  isolation  theory  of  Gulick  appreciates  the  inadequacy  of 
selection  and  seeks  for  special  conditions  or  behavior  which  can 
explain  the  evolutionary  progress  of  groups  of  individuals 
which  have  merely  been  isolated  from  the  parent  species  with- 
out having  been  placed  in  appreciably  different  environments. 
The  Lamarckian  doctrine  of  direct  adaptation  finds  its  greatest  ad- 
vantage here,  in  that  the  environment  itself  is  supposed  to  cause 
the  changes  directly.  Professor  De  Vries  argues,  in  some  of  his 
writings,  that  mutations  are  due  to  environmental  causes,  though 
frankly  admitting  that  the  connection  of  events  is  unknown. 

1  Belief  in  correlation  of  characters  as  an  important  adjunct  to  selective  evo- 
lution has  been  reaffirmed  very  recently  by  Professor  Lank  ester. 

"For  they  [correlated  characters]  enable  us  to  understand  how  it  is  that 
specific  characters,  those  seen  and  noted  on  the  surface  by  systematists,  are  not 
adaptations  of  selective  value.  They  also  open  a  wide  vista  of  incipient  and 
useless  developments  which  may  suddenly,  in  their  turn,  be  seized  upon  by  ever, 
watchful  natural  selection  and  raised  to  a  high  pitch  of  growth  and  function." 
See  Lankester,  E.  Ray,  1906.  Inaugural  Address  before  the  British  Association 
for  the  Advancement  of  Science.     Science,  N.  S.,  24:  228. 


ASPECTS    OF    KINETIC    EVOLUTION  3  I  5 

It  is  commonly  taken  for  granted  by  the  advocates  of  the 
selection  hypothesis  that  a  certain  constant  of  variation  will  be 
maintained  by  the  species,  so  that  the  cutting  off  of  the  extremes 
on  one  side  will  cause  a  still  greater  development  on  the  other, 
and  thus  actually  move  the  species  along. 

This  idea  may  never  have  been  very  definitely  formulated, 
but  it  is  obvious  that  many  writers  on  selection  have  relied  upon 
the  unexpressed  assumption  as  affording  the  means  by  which 
selection  could  produce  evolutionary  change  in  a  normally 
stationary  group  of  organisms. 

The  Darwinian  doctrine  of  variation  grafted  upon  the  older 
idea  of  stationary  species  resulted  in  the  conception  of  a  species 
composed  of  variable  individuals,  but  with  a  stationary  specific 
average.  Experiments  with  domesticated  varieties  had  shown 
that  selection  could  change  the  center  of  gravity  or  character- 
average  of  a  group,  and  this  idea  applied  to  nature  at  large 
gave  the  hypothesis  of  evolution  through  selection. 

In  arguing  the  inadequacy  of  selection,  Mivart,  De  Vries  and 
others  have  taken  the  ground  that  selection  could  not  carry  the 
specific  average  beyond  the  boundary  or  limit  of  range  of 
variation  for  the  original  group,  and  this  is  the  logically  correct 
inference,  unless  the  idea  of  a  constant  of  variability  be  included 
as  a  factor  of  the  problem.  But  even  this  is  inadequate  to 
account  for  the  general  evolutionary  results,  for  unless  the 
further  notion  of  a  normal  tendency  to  progressive  change  be 
added,  the  presumption  would  be  that  the  selectively  reduced 
species  would  attempt  merely  to  reproduce  its  lost  members,  to 
regain  its  original  size  and  cover  again  the  field  from  which  it 
has  been  excluded  by  selection. 

It  may  be  held,  therefore,  that  both  in  logic  and  in  fact  the 
explanation  of  the  ascertained  and  generally  admitted  data  of 
selection  depends  upon  the  recognition  of  a  normal  and  spon- 
taneous tendency  of  species  to  evolutionary  change.  It  is  this 
tendency,  this  specific  kinesis  or  law  of  motion,  which  carries 
species  into  close  selective  contacts  with  their  environments. 
The  species  are  travelling  by  their  own  motion,  in  spite  of 
selective  obstacles,  and  not  because  environmental  selection  is 
carrying  them  along. 


3 16  cook 

The  determinant  theory  of  Nageli,  as  already  indicated, 
ascribed  changes  to  an  internal  "principle  of  perfection"  of 
heredity,  which  conducted  the  evolution  of  a  species  in  a  definite 
direction.  There  was  no  need,  in  this  view,  of  showing  any 
direct  connection  with  the  environment.  Selection  was  applied 
to  a  species  as  a  whole,  to  preserve  or  to  eliminate,  but  it  was 
not  thought  of  as  actuating  evolution  or  as  conducting  it  in 
adaptive  directions. 

The  determinant  theories  of  Weismann  and  his  followers 
may  be  described  as  hybrids  between  the  doctrines  of  Nageli 
and  those  of  Darwin  and  Lamarck.  They  predicated  a  cel- 
lular mechanism  of  heredity  for  conducting  the  process  of 
evolution,  but  supposed  that  this  mechanism  could  be  actuated 
or  affected  by  environmental  influences  and  compelled  in  this 
way  to  carry  the  species  in  directions  of  adaptation. 

Darwin,  in  his  theory  of  pangenesis,  assumed  that  all  parts 
of  the  body  of  the  parent  contribute  materials  to  the  germ-cells 
and  hoped  thus  to  explain  how  characters  acquired  from  the 
environment  might  be  passed  on  to  succeeding  generations. 
Weismann  denied  the  inheritance  of  acquired  characters,  but  he 
nevertheless  repeated  Darwin's  attempt  at  providing  for  the 
inheritance  of  environmental  influences,  because  it  appeared 
impossible  without  this  to  construct  a  theory  of  environmental 
causation  and  explain  the  facts  of  selection  and  adaptation. 

Weismann  was  well  aware  that  his  theory  of  determinants 
was  so  complex  as  to  appear  improbable,  but  he  defended  it 
with  persistence  on  the  ground  that  it  was  the  only  way  in 
which  heredity  could  be  understood.  Unfortunately,  the  vast 
complexity  of  ideas  does  not  explain  the  facts  of  organic  descent, 
but  only  adds  to  them  an  even  more  mysterious  hypothetical 
field.  Moreover,  the  data  of  environmental  relations  do  not 
accord  any  better  with  the  Weismannian  than  with  the  Dar- 
winian hypothesis.  Experiments  have  not  shown  that  there  is 
any  close,  constant  or  definite  relations  between  environment 
and  heredity.  The  most  that  can  be  claimed  is  that  the  environ- 
ment, in  some  manner  still  quite  unexplained,  may  sometimes 
induce  an  instability,  or  tendency  to  stumble  and  fall  from  the 
normal  hereditary  pathway  of  the  type. 


ASPECTS    OF    KINETIC    EVOLUTION  3 17 

The  theory  of  determinants  afforded,  at  most,  a  method  of 
thinking  about  the  process  of  organic  succession,  but  it  does 
not  appear  that  this  way  of  thinking  is  either  correct  or  neces- 
sary. It  assumes  a  complete  diversity  of  nature  between  ger- 
minal and  somatic  cells,  which  the  facts  do  not  warrant,  especi- 
ally among  plants,  and  it  assumes  further  that  there  are  definite 
mechanical  directive  relations  between  the  germ-cells  and  the 
resulting  organisms,  which  the  facts  also  refuse  to  indicate.  Of 
the  real  nature  of  heredity  we  know,  as  yet,  absolutely  nothing, 
any  more  than  of  analogous  phenomena,  instinct  and  memory. 
Speculations,  even  of  purely  hypothetical  character,  may  some- 
times be  of  service  in  the  treatment  of  scientific  problems,  but 
no  speculation  should  be  cherished  which  hides  or  even  casts  a 
shadow  over  facts. 

Under  kinetic  evolution  the  symbasic  interbreeding  of  the 
diverse  individuals  of  the  species  is  held  to  be  the  principal 
agent  of  evolutionary  change,  since  it  is  in  this  manner  that  the 
prepotent  variations  which  appear  among  the  component  indi- 
viduals are  transmitted  and  combined  into  the  complex  organic 
result.  Interbreeding  is  held  to  effect  an  integration  of  indi 
vidual  variations  inside  the  species,  instead  of  each  variation 
being  considered  a  new  species,  as  in  the  mutation  theory. 

Symbasis  is  one  of  the  general  conditions  of  organic  exist 
ence,  but  under  static  theories  its  evolutionary  significance  was 
so  completely  overlooked  that  no  term  was  provided  by  which 
it  could  be  directly  and  definitely  symbolized.  The  word  in- 
terbreeding, if  used  alone,  would  generally  be  misunderstood 
in  one  of  two  opposite  and  equally  unfortunate  senses.  Some 
writers  use  interbreeding  as  synonymous  with  inbreeding  or 
close-breeding,  and  some  for  wide  cross-breeding,  which  are 
exactly  the  conditions  to  be  avoided  in  the  discussion  of  normal 
specific  relations.  Another  term  being  indispensable,  symbasis 
was  introduced,  in  allusion  to  the  fact  that  the  individual  mem- 
bers of  species  are  normally  associated  in  groups.  The  expres- 
sion also  lends  itself  most  conveniently  to  the  description  of 
kinetic  interpretations,  in  view  of  the  fact  that  the  association 
of  organisms  into  symbasic  groups  is  looked  upon  as  one  of  the 
principal  agencies  of  evolutionary  progress. 


318  cook 

The  introduction  of  a  new  term  is  always  to  be  deprecated, 
and  may  help  very  little,  after  all,  in  the  explanation  of  a  new 
distinction.  The  word  has  to  be  explained,  as  well  as  the  idea. 
Nevertheless,  there  are  occasions  like  the  present,  where  progress 
in  expression  is  likely  to  be  permanently  hampered  unless  we 
can  be  permitted  to  place  definite  labels  upon  our  phenomena 
and  refer  to  them  by  unequivocal  word-symbols. 

Symbasis,  more  properly  than  any  other  ascertained  fact, 
can  be  called  a  cause  of  evolution.  It  may  not  cause  variation, 
but  it  does  enable  variations  to  be  combined  into  a  general 
evolutionary  change  of  type. 

UTILITY    OF    NEW    CHARACTERS. 

New  characters,  as  mere  fortuitous  variations,  might  or  might 
not  be  useful,  but  if  selection  were  the  only  cause  of  evolution, 
progress  would  be  limited  to  characters  of  definite  utility. 
Every  character,  therefore,  which  has  attained  to  any  consider- 
able degree  of  expression  would  have  a  definite  use,  or  would 
have  had  use  at  some  former  time  in  the  evolution  of  the 
species.  This  logical  necessity  of  predicating  the  utility  of  all 
characters  is  the  most  obvious  weakness  of  the  theory  of  selec- 
tion, for  there  are  large  numbers  of  character  differences  be- 
tween species  which  are  not  only  obviously  useless  at  present 
but  which  were  probably  equally  useless  in  the  past. 

Gulick's  isolation  theory  does  not  insist  on  the  utility  of 
specific  differences,  nor  do  the  mutations  of  De  Vries  or  the  de- 
terminate changes  of  Nageli  and  Weismann  follow,  of  neces- 
sity, the  course  of  environmental  utility.  Selection  would 
explain  the  disappearance  of  types  too  far  lacking  in  fitness, 
but  adaptation  would  remain  a  mere  coincidence,  depending  on 
whether  adaptive  variations  happen  to  appear. 

Under  the  kinetic  theory  it  is  possible  to  admit  that  useful 
and  useless  characters  have  equal  possibilities  of  appearing  and 
evolving,  as  long  as  they  do  not  become  actually  detrimental, 
but  at  the  same  time  selection  is  admitted  to  have  a  definite  and 
practical  evolutionary  function,  since  the  rejection  of  harmful 
tendencies  has  the  power  of  enforcing  more  rapid  specialization 
in  useful  directions.     Selection  is,  indeed,  more  effective  for 


ASPECTS    OF    KINETIC    EVOLUTION  3 19 

inducing  adaptation  under  the  kinetic  theory  than  under  the 
purely  selective  doctrine  of  Darwinism,  because  in  kinetic  evo- 
lution a  much  wider  range  of  characters  can  be  expected  to 
reach  a  sufficient  development  to  render  them  of  selective  im- 
portance. Under  a  logical  static  theory,  only  those  characters 
could  be  developed  which  have  selective  value  from  their  first 
inception. 

METHODS    OF    PRESERVING    NEW    CHARACTERS. 

The  great  weight  given  to  the  various  forms  of  selection, 
isolation,  and  environmental  influence  as  factors  of  evolution 
have  been  determined  largely  by  the  belief  that  new  characters 
or  variations  could  not  be  preserved  unless  they  were  in  some 
way  separated  from  the  unmodified  parental  type.  This  opinion 
has  been  supported  largely  by  the  fact  that  many  of  the  varia- 
tions which  have  been  taken  for  examples  of  normal  evolution- 
ary motion  have  been  in  reality  more  or  less  abnormal  results 
of  the  condition  of  inbreeding  common  in  our  domesticated 
varieties  of  plants  and  animals.  The  prepotency  of  the  un- 
selected  wild  type  has  been  insisted  upon,  as  well  as  the  swamp- 
ing effects  of  intercrossing,  when  the  characters  of  the  carefully 
selected  variety  fade  away  into  those  of  the  unspecialized 
parental  form  without  leaving  any  apparent  result.  Neverthe- 
less, the  fact  seems  to  be  that  new  characters  are  prepotent,  not 
of  necessity  over  the  whole  taxonomic  species  to  which  the 
individual  may  belong,  but  at  least  in  the  particular  variety  or 
group  and  in  the  particular  stage  of  interbreeding  in  which  the 
variation  appears.  The  recognition  of  the  prepotency  of  new 
variations  makes  it  obvious  that  the  preservation  and  continued 
evolution  of  new  characters  does  not  involve  the  necessity  of 
isolating  the  new  form  or  the  extinction  of  the  old,  after  a  period 
of  struggle  for  existence. 

Mechanical  theories  of  evolution  have  centered  largely  about 
this  question  of  acquiring  characters,  but  it  is  still  more  impor- 
tant to  know  how  characters  are  preserved  after  having  been 
acquired.  Organisms  appear  to  acquire  some  characters  from 
the  environment,  but  it  does  not  follow  that  the  characters  are 
also  preserved  by  the  environment,  or  even  that  the  characters 


320 


COOK 


acquired  from  the  environment  are  those  which  contribute  in  a 
definite  manner  to  evolution.  The  kinetic  interpretation  en- 
ables us  to  understand  the  probability  that  a  character  is  pre- 
served for  the  same  reason  for  which  it  appears  in  the  first 
place. 

The  name  Darwinism  is  commonly,  though  rather  unjustly, 
limited  to  the  gradual  or  selective  theory  under  which  variations 
gained  genetic  significance  only  when  they  were  favored  by 
partial  or  complete  isolation,  brought  about  either  by  the  elim- 
ination of  the  less  efficient  parental  form  during  the  struggle  for 
existence,  or  through  geographical  or  other  accidents  prevent- 
ing the  swamping  effects  of  intercrossing.  This  meant  that 
variations  did  not  tend  to  be  preserved,  that  they  tended  only 
to  continue  their  fluctuations  around  the  stationary  specific 
average.  This  conception  was  based,  as  already  indicated,  on 
the  choice  of  the  fluctuating  variations  or  unspecialized  het- 
erism  and  artism  as  representing  the  variations  on  which  evolu- 
tion proceeds. 

Under  the  assumption  that  organisms  are  normally  stationary 
it  was  natural  to  ascribe  variations  to  new  conditions.  It  may 
be  found,  however,  that  the  facts  can  be  accommodated  as  well 
or  better  by  supposing  that  new  conditions  of  nutrition  and 
growth  afford  more  facilities  for  variation.  Variations,  once 
produced,  tend  to  repeat  themselves  ;  not,  it  may  be,  in  all  of  the 
offspring,  but  at  least  in  some  of  them.  The  object  of  varia- 
tions, the  value  of  variations  for  the  species,  lies  not  so  much  in 
giving  them  new  characters  as  in  giving  them  a  diversity  of 
characters.  Variations  which  appear  in  a  part  of  the  offspring, 
but  not  in  all,  serve  most  efficiently  the  purposes  of  increasing 
and  maintaining  heterism,  and  of  insuring  diversity  of  descent, 
after  the  manner  of  the  many  secondary  sexual  characters  which 
appear  to  be  quite  useless  except  for  this  physiological  purpose. 

The  kinetic  theory  differs  from  all  its  predecessors  in  recog- 
nizing physiological  reasons  for  holding  that  new  characters 
are  prepotent.  From  the  fact  that  they  afford  opportunity  for 
organic  readjustment,  they  enjoy  an  advantage  over  the  un- 
modified type  both  in  accentuation  of  characters  and  in  vitality 
and  fecundity  of  offspring.     The  evolutionary  possibilities  of  a 


ASPECTS    OF    KINETIC    EVOLUTION  321 

new  character  may  depend  as  much  or  more  upon  its  fitting 
into  and  supplementing  the  complex  of  existing  characters  as 
upon  any  direct  utility  from  the  environmental  standpoint. 
Evolution,  in  other  words,  may  be  viewed  as  an  aspect  of  the 
physiological  process  of  interbreeding  by  which  the  vitality  of 
organisms  is  sustained. 

NATURAL    SELECTION    AS    AN    EVOLUTIONARY    FACTOR. 

The  preponderance  attained  by  the  selection  theory  has  prob- 
ably been  due,  in  large  measure,  to  its  logical  simplicity  and 
consistency  in  holding  that  selection  is  the  positive,  efficient 
factor  or  actuating  principle  of  evolution.  The  unbiological 
public  has  accepted  this  interpretation  of  the  causes  of  evo- 
lutionary motion  with  practical  unanimity,  but  among  biologists 
themselves  there  has  always  been  a  wide  appreciation  that  the 
facts  did  not  warrant  the  definite  generalization  which  Darwin 
himself  carefully  avoided,  but  which  his  friends  made  for  him 
and  christened  with  his  name. 

All  other  suggestions  of  methods  of  evolution  are  the  result 
of  more  or  less  definite  perceptions  of  the  inadequacy  of  natural 
selection  as  an  evolutionary  cause.  No  amendment  of  natural 
selection  has  the  logical  consistency  of  the  original,  nor  has  any 
gained  a  comparable  popularity  in  the  scientific  world.  The 
mistake  has  been  made,  if  the  present  diagnosis  is  correct,  in 
attempting  to  modify  or  repair  the  hypothesis  of  selection  as  an 
evolutionary  cause. 

Under  the  kinetic  theory  selection  appears  as  a  negative  fac- 
tor only ;  its  power  is  to  inhibit  motion,  not  to  cause  it.  It  is 
not  improbable  that  selection,  by  closing  other  avenues  of 
change,  can  induce  more  rapid  progress  in  a  particular  direction, 
but  such  an  effect  of  accleration  would  not  prove  that  selection 
can  cause  evolutionary  motion ;  it  would  indicate  that  a  certain 
amount  of  change  necessarily  takes  place  as  the  result  of  causes 
inherent  in  the  species.  A  variation  eliminated  by  selection 
does  not  help  to  maintain  the  needful  diversity  of  descent,  and 
this  may  make  the  surviving  variations  the  more  effective  for 
inducing  adaptive  specializations.  Selection,  by  thus  restricting 
the  field  of  change,  may  be  able  to  focus  the  evolution  upon  one 


32  2  COOK 

variation,  but  a  condenser  is  not  to  be  reckoned  as  a  source  of 
light. 

The  kinetic  theory  therefore  definitely  abandons  selection  as 
a  cause  or  positive  factor,  and  perceives  that  the  influence  of 
selection,  powerful  though  it  be  in  many  cases,  is  of  a  negative 
and  restrictive  character  —  an  influence  which  could  not  be 
exerted  if  the  species  were  not  already  in  motion. 

The  kinetic  theory,  though  departing  radically  from  the 
doctrine  of  selection  as  an  evolutionary  cause,  is,  in  a  practical 
sense,  much  nearer  to  Darwinism  than  are  many  other  sug- 
gestions which,  though  intended  to  supplement  the  selection 
hypothesis,  would  in  reality  completely  nullify  it,  by  denying  to 
selection  any  true  power  to  influence  the  course  of  evolutionary 
progress.  The  kinetic  theory,  though  denying  that  selection  is 
in  any  proper  sense  an  evolutionary  cause,  ascribes  to  it  a 
definite  evolutionary  function.  The  environment  does  not  carry 
the  species  into  adaptive  specialization,  it  only  deflects  the 
normal  specific  motion.  The  evolution  is  in  the  species,  the 
power  of  deflection  in  the  environment. 

Professor  De  Vries  clearly  recognizes  that  the  function  of 
selection  is  regulative  and  not  active,  though  he  still  refers  to  it 
as  a  cause  of  evolution. 

"  Notwithstanding  all  these  apparently  unsurmountable  diffi- 
culties, Darwin  discovered  the  great  principle  which  rules  the 
evolution  of  organisms.  It  is  the  principle  of  natural  selection. 
It  is  the  sifting  out  of  all  organisms  of  minor  worth  through  the 
struggle  for  life.  It  is  only  a  sieve,  and  not  a  force  of  nature, 
no  direct  cause  of  improvement,  as  many  of  Darwin's  adver- 
saries, and  unfortunately  many  of  his  followers  also,  have  so 
often  asserted.  It  is  only  a  sieve,  which  decides  which  is  to 
live,  and  what  is  to  die.  But  evolutionary  lines  are  of  great 
length,  and  the  evolution  of  a  flower,  or  of  an  insectivorous 
plant  is  a  way  with  many  sidepaths.  It  is  the  sieve  that  keeps 
evolution  on  the  main  line,  killing  all,  or  nearly  all  that  try  to 
go  in  other  directions.  By  this  means  natural  selection  is  the 
one  directing  cause  of  the  broad  lines  of  evolution. " 

"  Of  course,  with  the  single  steps  of  evolution  it  has  nothing  to 
do.     Only  after  the  step  has  been  taken,  the  sieve  acts,  elimi- 


ASPECTS    OF    KINETIC    EVOLUTION  323 

nating  the  unfit.     The  problem,  as  to  how  the  individual  steps 
are  brought  about,  is  quite  another  side  of  the  question."1 

This  is  in  notable  contrast  with  the  previously  quoted  dictum 
of  Professor  Lankester,  regarding  an  "  ever-watchful  natural 
selection  "  by  which  characters  are  "  seized  upon  "  and  "  raised 
to  a  high  pitch  of  growth  and  function." 

INTERBREEDING    AS    AN    EVOLUTIONARY    FACTOR. 

In  full  accord  with  the  idea  that  evolutionary  change  or  motion 
is  caused  by  selection  or  environmental  influence,  are  the  opin- 
ions, already  emphasized,  that  isolation  is  necessary  to  preserve 
new  characters,  and  that  the  sexual  phenomena  of  interbreeding 
stand  in  the  way  of  evolutionary  progress  by  hindering  the  per- 
petuation of  new  characters.  These  corollaries  of  the  selection 
hypothesis  find  no  place  in  the  kinetic  theory.  Interbreed- 
ing and  other  phenomena  of  sexuality  have  been  reckoned 
in  the  present  discussion  as  positive  factors  in  evolutionary 
motion. 

Evolution,  in  the  kinetic  interpretation,  represents  the  work- 
ings of  no  special  force,  principle  or  mechanism ;  it  is  carried 
forward  by  the  symbasic  interbreeding  of  the  diverse  individuals 
of  which  species  are  composed.  The  final  and  ultimate  expla- 
nation of  evolution  must  await  an  understanding  of  the  constitu- 
tion of  living  matter.  We  must  learn  why  the  prepotent  genetic 
variations  occur,  and  why  the  interbreeding  is  necessary.  But 
having  once  appreciated  the  variations  and  the  interbreeding  as 
ever-present  facts,  evolution  is  no  longer  mysterious  ;  it  follows 
as  a  natural  and  obvious  consequence. 

THE    KINETIC    FIGURE    OF    EVOLUNTIONARY    MOTION. 

It  will  be  apparent  from  the  preceding  chapters  that  the  evo- 
lutionary motion  predicated  under  the  kinetic  theory  differs 
from  that  of  previous  doctrines  in  important  respects.  In  the 
first  place,  it  is  a  highly  complex  or  compound  motion  instead 
of  a  simple  one,  not  to  be  typified  by  a  push  from  the  environ- 
ment, by  a  pull  by  natural  selection,  by  an  occasional  mutative 
leap,  nor  even  by  the  onward  transportation  of  a  determining 

"DeVries,  H.,  1905.     Species  and  Varieties,  p.  6. 


324 


COOK 


"  hereditary  mechanism."  The  figure  of  developmental  progress 
under  the  kinetic  theory  is  that  of  the  advance  of  a  huge  and 
intricate  network  or  trestle,  built  and  supported  by  the  inter- 
grafting  of  the  lines  of  descent  throughout  the  species.  Envi- 
ronmental obstacles  can  compel  the  progressive  advance  of  this 
specific  structure  to  be  accomplished  by  many  lateral  bendings, 
but  these  deviations  and  displacements  need  no  longer  be  mis- 
taken for  examples  of  normal  evolutionary  motion.  That  indi- 
vidual organisms  can  step  aside,  or  even  fall  out  of  the  ranks, 
proves,  at  the  most,  only  that  such  transverse  motions  are  pos- 
sible ;  it  does  not  show  that  they  represent  the  method  or  the 
conditions  by  which  the  constructive  evolutions  of  natural  species 
go  forward.  The  environmental  reactions  and  mutations  are 
made  suddenly  and  can  be  readily  demonstrated  to  our  impa- 
tient eyes,  but  the  coherent  advance  of  the  whole  specific  net- 
work has  to  be  inferred  from  the  relations  of  species  as  we  find 
them  in  nature. 

Some  are  inclined  to  distrust  the  results  of  the  cosmic  labora 
tory  and  to  prefer  to  explain  evolution  by  the  lateral  diversions 
which  can  be  demonstrated  in  their  own  experimental  cages 
and  gardens.  After  keeping  Lamarck's  evening  primroses  in 
his  garden  for  eighteen  years  without  detecting  any  change, 
Professor  De  Vries  has  concluded  that  the  species  is  constant 
and  stationary  and  that  further  evolution  is  accomplished  only 
by  mutative  variations,  like  those  which  appeared  during  this 
interval. 

"There  is  neither  a  gradual  modification  nor  a  common 
change  of  all  the  individuals.  On  the  contrary,  the  main 
group  remains  wholly  unaffected  by  the  production  of  new 
species.  After  eighteen  years  it  is  absolutely  the  same  as  at 
the  beginning,  and  even  the  same  as  is  found  elsewhere  in 
localities  where  no  mutability  has  been  observed.  It  neither 
disappears  nor  dies  out,  nor  is  it  ever  diminished  or  changed  in 
the  slightest  degree. 

..."  My  evening  primrose,  however,  produces  in  the  same 
locality,  and  at  the  same  time,  from  the  same  group  of  plants, 
quite  a  number  of  new  forms,  diverging  from  their  prototype 
in  different  directions. 


ASPECTS    OF    KINETIC    EVOLUTION  325 

"Thence  we  must  conclude  that  new  species  are  produced 
sideways  by  other  forms,  and  that  this  change  only  affects  the 
product,  and  not  the  producer.  The  same  original  form  can  in 
this  way  give  birth  to  numerous  others,  and  this  single  fact  at 
once  gives  an  explanation  of  all  those  cases  in  which  species 
comprise  numbers  of  subspecies,  or  genera  large  series  of 
nearly  allied  forms."1 

These  inferences  were  made,  of  course,  without  reference  to 
the  kinetic  conception  of  evolutionary  motion  as  a  specific  struc- 
ture or  network  of  descent.  Nor  is  the  possibility  considered 
that  a  small  group  of  individuals  isolated  and  inbred  in  a  foreign 
land  might  behave  in  an  abnormal  manner,  or  at  least  in  a 
manner  that  would  afford  small  indication  of  the  normal  mode 
of  evolutionary  motion.  Other  parallel  cases  observed  in  coffee, 
cotton,  capsicum,  tea  and  other  plants,  indicate  that  mutative 
variations  like  those  of  the  evening  primrose  are  the  regular  re- 
sults of  the  treatment  to  which  the  plants  have  been  subjected 
in  domestication.  Instead  of  illustrating  the  method  by  which 
evolutionary  advance  is  accomplished,  mutations  appear  to 
represent  a  stage  in  the  degeneration  of  organisms  which  have 
been  removed  from  the  vital  fabric  of  specific  descent ;  they  do 
not  show  how  the  evolutionary  network  is  woven,  but  how  the 
strands  can  be  unraveled.  Conditions  of  uniformity  like  those 
of  inbred  domesticated  varieties  are  to  be  found  in  nature  only 
exceptionally,  in  the  relatively  few  degenerating  types  which 
have  become  regularly  addicted  to  self-fertilization  or  to  vege- 
tative propagation.  Nor  do  we  find  under  normal  evolutionary 
conditions  of  symbasic  interbreeding  and  individual  diversity 
these  violent  mutative  departures  from  the  parental  types. 
There  is  a  vastly  greater  range  and  flexibility  of  characters 
and  character-combinations.  Nevertheless,  it  is  very  doubtful 
whether  a  species  as  a  whole  would  make  an  appreciable  evo- 
lutionary advance  in  eighteen  years.  In  any  event,  the  fact 
could  hardly  be  determined  from  a  few  specimens  in  a  foreign 
garden. 

All  kinds  of  variations  can  be  described  as  having  been  pro- 

1  De  Vries,  H.,  1905.  The  Evidence  of  Evolution.  Smithsonian  Report  for 
1904,  p.  396. 


326  COOK 

duced  sideways.  The  doctrine  of  selection,  like  that  of  muta- 
tion, looks  upon  lateral  or  transverse  displacements  as  the  steps 
by  which  evolution  is  accomplished.  From  the  kinetic  stand- 
point it  appears  obvious  that  only  those  lateral  movements  really 
contribute  to  the  evolution  of  the  species  which  make  a  lasting 
addition  to  the  internal  diversity  of  the  species  and  broaden  and 
strengthen  the  structural  network  of  descent.  Mutations  which 
arise  under  conditions  of  inbreeding  do  not  serve  this  purpose. 
They  are  loose  loups  or  free  ends  of  the  fabric  of  descent, 
torn  out  by  the  disarrangement  of  the  tensions  of  the  specific 
machinery  of  development.  They  do  not  affect  the  species,  of 
course,  if  they  remain  isolated  from  it.  On  the  other  hand, 
mutations  which  are  allowed  to  interbreed  freely  with  the  wild 
type,  or  even  with  each  other,  loose  their  distinctive  peculiarities 
and  are  merged  back  toward  the  ancestral  form,  and  [toward 
the  more  normal  condition  of  promiscuous  individual  diversity. 

As  evolutionary  phenomena  the  mutations  described  by  Pro- 
fessor De  Vries  have  not  less  of  interest  and  significance  than 
the  facts  of  adaptation  and  environmental  adjustment  which 
served  as  the  basis  of  earlier  theories  of  evolution.  And  like 
the  data  of  the  earlier  theories,  the  facts  of  mutation  are  capable 
of  being  interpreted  in  a  very  different  relation  to  the  evolution- 
ary motion  of  specific  groups  of  organisms.  Since  constructive 
evolution  is  accomplished,  as  far  as  we  know,  only  in  these 
large  groups  of  freely  interbreeding  individuals,  we  may  well 
be  cautious  in  the  acceptance  of  any  doctrines  which  do  not 
take  into  account  the  normal  constitution  of  species,  and  the 
nature  of  the  motion  by  which  their  evolutionary  progress  is 
accomplished. 

A  species  is  not  a  merely  arbitrary  collection  or  aggregate  of 
organisms  ;  it  is  itself  an  organization  by  which  organic  exist- 
ence is  maintained  and  organic  evolution  is  accomplished.  It 
is  customary  to  think  of  the  higher  types  of  organisms  as  hav- 
ing been  made  possible  by  the  association  of  greater  and  greater 
numbers  of  cells,  but  this  association  and  specialization  of  cells 
into  tissues  and  organs  has  not  been  accomplished  without  the 
meeting  of  another  evolutionary  requirement,  the  association  of 
the  organisms  into  large  interbreeding  groups,  or  species. 


ASPECTS    OF    KINETIC    EVOLUTION  327 

Organic  energy  is  primarily  an  integration  of  cellular  energy, 
and  the  energy  of  cellular  development  has  to  be  readjusted 
and  renewed  by  conjugations  between  cells  of  diverse  descent. 
The  answer  to  the  question  why  this  is  so  must  come  from  a 
new  department  of  science,  a  general  cellular  biology  which 
shall  study  the  problems  of  cellular  organization  and  associa- 
tion. It  is  here,  if  anywhere,  that  we  must  learn  why  organisms 
are  normally  diverse,  why  interbreeding  is  necessary  and  why 
evolution  follows  as  a  universal  consequence.  A  species, 
viewed  as  a  protoplasmic  fabric  of  interwoven  lines  of  descent, 
is  different  from  any  other  object  in  nature,  but  its  properties 
and  potentialities  are  no  less  peculiar  than  its  structure  and  its 
modes  of  motion. 

5.     THE    HEREDITY    CONCEPT   MODIFIED    BY   HETERISM. 

Questions  are  debated  with  the  most  persistence  and  the  least 
profit  when  diverse  opinions  are  being  expressed  by  means  of 
the  same  words.  The  term  heredity  has  figured  largely  in  evo- 
lutionary discussions  ever  since  the  time  of  Darwin,  and  yet  the 
ideas  which  it  represents  are  by  no  means  the  same  in  the  minds 
of  the  many  investigators  who  use  it.  The  meanings  do  not 
vary  merely  in  the  extent  of  their  application  to  related  ideas. 
They  differ  fundamentally  in  their  standpoints,  and  in  their 
conceptions  of  the  nature  of  the  causes  of  evolution. 

The  traditional  concept  of  heredity,  the  supposed  production 
of  like  by  like,  also  enters  largely  into  the  composition  of  the 
various  philosophical  systems  of  evolution,  so  largely,  in  fact, 
that  evolution,  descent  and  heredity  are  often  treated  as  synony- 
mous terms.  Indeed,  the  whole  subject  of  evolution  is  often 
summarized  and  crystallized  into  heredity,  so  that  no  further 
thinking  is  possible  which  does  not  definitely  adopt  or  as  defi- 
nitely reject  the  heredity  conceptions  of  the  various  schools  of 
evolutionary  study.  The  extreme  views  are  very  widely  diver- 
gent, and  perhaps  equally  remote  from  the  truth. 

On  the  one  side  is  the  hypothesis  of  environmental  causation, 
or  a  direct  impression  or  moulding  of  characters  by  external 
conditions  ;  on  the  other  side  is  the  hypothesis  of  prefiguration 
or  definite  predetermination  of  characters  by  internal  character- 

Proc.  Wash.  Acad.  Sci.,  February,  1907. 


328  COOK 

unit  mechanisms  of  descent.  Some  regard  heredity  as  a  sum- 
mary of  environmental  influences,  and  some  as  the  result  of  an 
intracellular  mechanism  of  predetermination,  having  no  relation 
to  the  environment. 

The  environment  does  not  form  organisms,  but  neither  can 
organisms  be  thought  of  correctly  without  bearing  in  mind  their 
normal  diversities  and  powers  of  individual  accommodation  to 
different  external  conditions,  powers  which  are  as  incompatible 
with  ideas  of  complete  predetermination  from  within  as  they  are 
with  ideas  of  direct  causation  from  without.  Heredity,  as  signi- 
fying the  succession  of  organisms  in  continuous  lines  of  descent, 
is  an  actual  fact,  though  as  yet  quite  unexplained.  Heredity, 
in  the  sense  of  a  normal  uniformity  of  organisms  in  species, 
does  not  exist.  Instead  of  like  producing  like,  the  rule  of  hered- 
ity is  that  unlike  produces  unlike.  To  assist  in  an  understand- 
ing of  evolution  and  of  the  processes  of  descent  the  conception 
of  heredity  must  be  modified,  and  for  some  purposes  entirely 
replaced,  by  a  recognition  of  the  facts  of  heterism,  the  normal 
inherent  diversity  shown  by  the  individuals,  castes  and  sexes  of 
the  same  species.  It  is  only  when  the  members  of  a  species  are 
compared  with  the  members  of  other  species  that  they  can  be 
said  to  be  alike.  Compared  with  the  members  of  their  own 
species,  all  organisms  are  different. 

Heredity  and  variation  are  not  uncommonly  personified  as  two 
opposing  agents  or  "  forces,"  the  one  striving  to  make  organ- 
isms alike,  the  other  to  make  them  different.  The  late  Pro- 
fessor Hyatt  and  others  have  even  gone  so  far  as  to  definitely 
locate  all  the  heredity  inside  the  organism  and  all  the  variation 
outside,  holding  that  the  organisms  would  be  identical  in  form 
and  structure  were  it  not  for  variable  external  influences.  The 
conception  of  heredity  as  an  ideal  uniformity  is  more  applicable 
to  some  species  than  to  others,  but  is  not  completely  true  of  any. 
Experiment  has  everywhere  shown  that  the  members  of  the 
species  and  varieties  are  alike  —  as  far  as  they  are  alike  — 
because  they  breed  together,  not  because  they  live  in  the  same 
environments  or  because  their  form  is  definitely  predetermined 
by  an  internal  mechanism.  The  network  of  descent  is  a  part 
of  the  mechanism  of  heredity,  quite  as  truly  as  any  character- 
unit  particles  can  be. 


ASPECTS    OF    KINETIC    EVOLUTION  329 

The  character-unit  hypothesis  of  heredity  is  one  of  the  corol- 
laries of  the  environmental  causation  hypothesis  of  evolution. 
It  seemed  necessary  to  predicate  'something  in  addition  to  the 
observed  methods  and  sequences  of  organic  existence,  in  order  to 
explain  the  evolutionary  progress  of  species.  How  could  the 
environment  change  the  characters  of  organisms,  and  how  could 
the  changes  of  the  characters  be  inherited  and  bring  about  the 
transformation  of  the  characters  of  the  species?  These  are  the 
questions  which  Darwin  sought  to  answer  by  his  hypothesis  of 
pangenesis,  a  migration  of  determinant  particles  from  all  parts 
of  the  body  of  the  parent  to  the  reproductive  cells,  so  as  to 
repeat  in  the  offspring  the  modifications  which  the  parent  organ- 
ism had  experienced.  The  doctrine  of  pangenesis  never  found 
any  support  or  justification  in  fact,  since  it  could  not  be  as- 
certained that  characters  caused  by  the  environment  are  in- 
herited by  pangenesis  or  otherwise.  Nevertheless,  the  doctrine 
of  determinant  character-unit  particles  has  been  kept  alive  by 
the  speculations  of  Nageli,  Weismann,  and  many  other  mathe- 
matically inclined  students  of  evolutionary  problems. 

The  kinetic  theory  does  not  approach  the  problem  from  this 
standpoint,  for  it  finds  causes  of  evolution  in  the  facts  of  sym- 
basic  interbreeding  and  normal  intraspeciric  diversity.  The 
first  significant  fact  in  the  direction  of  an  explanation  of  evolu- 
tion is  the  method  of  interweaving  of  the  network  of  descent  in 
which  evolutionary  progress  is  carried  forward.  In  place  of 
the  assumption  by  static  theories  of  a  hypothetical  mechanism 
of  character-determination,  with  an  equally  hypothetical  result  of 
ideal  uniformity,  the  kinetic  theory  presents  for  our  study  con- 
junctions of  lines  of  diverse  descent  and  results  of  continued 
diversity  of  offspring. 

HEREDITY    IN    CELL    SPECIALIZATION. 

The  fact  that  the  germ-cells  of  the  higher  plants  and  animals 
are  so  different  from  those  of  which  the  various  tissues  and 
organs  of  the  adult  body  are  composed,  has  been  taken  to  mean 
that  they  have  some  special  function  of  heredity.  A  long  series 
of  exceedingly  difficult  and  detailed  investigations  have  been 
made  in  the  hope  of  discovering  these  causes  of  development 


330 


COOK 


which  were  supposed  to  lie  hidden  inside  the  nuclei  of  the 
reproductive  cells. 

If  we  trace  back  the  organic  series  to  their  more  simple  repre- 
sentatives we  not  only  find  that  the  body  cells  become  more  like 
each  other,  but  that  the  distinction  between  somatic  or  body  cells 
and  reproductive  cells  quite  fades  out.  When  the  unicellular  stage 
is  reached,  the  problem  of  heredity  seems  largely  eliminated, 
for  here  reproduction  consists  merely  in  the  repeated  division  of 
cells  into  two  equal  parts,  the  close  similarity  of  which  appears 
in  no  way  mysterious.  The  difference  between  the  higher 
plants  and  animals  and  the  lower  lies  in  the  fact  that  in  the 
former  the  cells  do  not  repeat  indefinitely  the  same  size,  shape 
and  structure,  but  are  greatly  diversified,  though  remaining 
joined  together  in  colonies  or  compound  individual  organisms. 
Viewed  in  this  manner  it  becomes  apparent  that  there  is  no  par- 
ticular point  at  which  this  mechanical  idea  of  heredity  becomes 
necessary,  no  definite  stage  where  the  similarity  of  parts  of  a 
divided  cell  ceases  to  explain  the  facts  of  organic  structure. 

Reproduction  and  growth  frequently  figure  merely  as  two 
names  for  the  same  process.  Division  of  cells,  which  is  repro- 
duction among  the  lowest  organisms,  means  growth  in  the 
higher.  The  process  of  conjugation  of  cells  commonly  termed 
sexual  reproduction,  need  not  be  allowed  to  complicate  the 
question  of  heredity,  since  the  same  stages  of  gradual  differ- 
entiation can  be  traced  among  double-  or  conjugate-celled 
organisms  as  among  simple-celled.  Organisms  which  have 
conjugated  recently  do  not  divide  differently  from  those  which 
have  not,  though  they  may  not  be  able  to  continue  to  divide 
indefinitely  without  conjugation.  Among  the  higher  compound 
organisms,  conjugation  takes  place  only  at  the  unicellular  stage. 
All  the  cell  divisions  necessary  to  the  building  up  of  the  plant 
or  animal  body  must  be  carried  on  without  any  readjustments 
of  conjugate  relations.  To  this  limitation  is  doubtless  due  the 
fact  that  as  organisms  increase  in  complexity  and  in  special- 
ization of  tissues,  conjugation  becomes  a  more  and  more  indis- 
pensable preliminary  to  the  reproduction  of  each  new  cell 
colony,  or  compound  individual.  If,  for  example,  there  could 
be  one  hundred  divisions  between  each  conjugation,  this  would 


ASPECTS    OF    KINETIC    EVOLUTION  331 

suffice  for  one  hundred  generations  of  unicellular  organisms 
but  might  provide  only  one  compound  individual.  Plants  and 
lower  animals  can  be  grown  from  cuttings  or  will  regenerate 
lost  parts,  but  among  the  higher  animals  these  powers  of 
asexual  reproduction  gradually  disappear. 

Divergence  from  the  normal  may  occur  at  any  stage  in  the 
development  of  the  individual,  which  also  varies  continuously, 
and  not  merely  in  the  germ-cell.  If  the  life-history  of  a  very 
simple  animal  or  plant  be  considered,  the  concentration  of  in- 
terest on  one  point  tends  to  disappear.  The  processes  of  growth 
and  the  preparation  for  spore-formation  in  such  an  organism  as 
Spirogyra  do  not  appear  less  interesting  or  less  fundamental 
from  the  biological  standpoint  than  conjugation  and  reproduc- 
tion. Moreover,  we  now  know  that  adaptations  arise  inside  of 
cells  as  well  as  outside.  The  chromosomes  and  centrosomes, 
no  less  than  the  larval  stages  of  insects,  may  prove  to  be  re- 
sultant phenomena  of  evolution,  rather  than  causal  or  truly 
primitive. 

It  is  easy  to  understand  how  those  who  have  approached 
evolution  through  the  study  of  complex  and  specialized  higher 
groups  should  be  led  to  think  of  heredity  as  a  mechanism,  but 
if  we  take  our  standpoint  at  the  other  end  of  the  organic  crea- 
tion it  becomes  apparent  that  heredity  is  merely  a  name  for  the 
fact  that  cell  divisions  by  which  organisms  are  built  up  follow 
closely  similar  lines  in  each  successive  generation.  Organisms 
are  not  different  merely  because  they  are  built  of  different 
kinds  of  cells,  nor  merely  by  reason  of  different  arrangements 
of  the  same  kinds  of  cells.  Both  causes  of  difference  are 
present  together  in  all  the  higher  groups.  Both  kinds  of  dif- 
ferentiation have  gone  forward  simultaneously  and  it  need  not 
be  thought  more  wonderful  that  the  cells  of  the  same  compound 
individual  are  different  than  that  different  species  should  be 
found  among  unicellular  organisms.  Indeed,  heredity  is  most 
perfect  when  the  cells  formed  by  successive  divisions  are  all 
alike.  It  maybe  deemed  a  departure  from  strict  heredity  when 
the)'  become  diversified,  as  in  higher  organisms.  But  whether 
the  individual  consists  of  a  single  cell  or  of  a  colony  formed 
by   many  cell    divisions,  we    are  still    dealing  with    the  same 


332 


COOK 


fact  of  organic  repetition,  and  have  no  more  reason  in  the  one 
case  than  in  the  other  to  view  heredity  as  the  function  of  any 
special  organ.  We  may  define  heredity  as  the  property  of 
organisms  with  as  much  propriety  as  the  chemist  treats  crystal- 
lization as  a  property  of  sugar.  The  cells  know,  as  it  were, 
how  to  arrange  themselves  repeatedly  into  similar  colonies  or 
compound  individuals,  just  as  the  molecules  of  a  chemical  com- 
pound take  repeatedly  the  same  crystal  form. 

The  causes  of  crystallization  and  of  heredity  are  equally 
unknown  ;  we  can  merely  expect  for  the  future  that  to  which 
the  past  has  accustomed  us.  We  have  no  better  reasons  for 
expecting  to  find  that  the  adult  is  definitely  prefigured  in  the 
germ-cell  that  we  have  for  supposing  that  the  crystallographic 
forms  or  other  properties  of  inorganic  materials  can  be  deter- 
mined by  microscopical  examinations  of  the  substances  in  solu- 
tions or  in  amorphous  states.  The  germ-cells  with  their  chro- 
mosomes and  other  internal  organs  do  indeed  carry  the  organic 
sequence  from  one  generation  to  another,  but  this  fact  gives  us 
no  warrant  that  they  contain  any  parts  or  particles  which  will 
afford  a  general  explanation  of  evolution.  And  even  if  the 
germ-cells  do  contain  some  feature  of  special  bearing  upon 
heredity,  it  does  not  alter  the  probability  that  the  results  of  the 
agencies  operating  in  the  germ-cells  are  shown  to  best  advantage 
in  the  completed  organisms.  Sperms  and  egg-cells  are  them- 
selves organisms,  quite  as  truly  as  the  elephants  and  whales, 
but  their  infinitesimal  size,  which  kept  them  unknown  and  mys- 
terious so  long,  does  not  warrant  us  in  ascribing  to  them  any 
gratuitous  mysteries,  nor  in  failing  to  appreciate  that  evolution 
is  a  motion  of  the  specific  network  of  descent. 

Whatever  the  nature  and  functions  of  nuclear  organs  may  be 
in  different  groups  of  animals  and  plants,  we  may  expect  that 
these  organs  and  functions  will  find  their  primary  explanation 
and  relations  in  the  evolutionary  network  of  descent,  rather  than 
as  affording  an  independent  basis  for  theories  of  heredity. 
Neither  the  relations  of  individual  organisms  to  environment, 
nor  the  possibility  that  germ-cells  have  predetermining  relations 
to  adults,  will  justify  us  in  leaving  out  of  account  the  network 
of  descent  in  which  the  evolution  of  species  goes  forward. 


ASPECTS    OF    KINETIC    EVOLUTION  333 

HEREDITY    AS    A    RESULT    OF    ENVIRONMENT. 

The  strength  of  the  predisposition  toward  theories  of  environ- 
mental causes  of  evolution  finds  many  illustrations  in  the  con- 
troversies which  have  raged  about  the  Lamarckian  doctrine  of 
direct  environmental  influences.  Thus  Professor  Lankester, 
even  when  opposing  Lamarck,  assumes  environmental  influ- 
ences of  a  character  which  the  facts  may  not  justify.  It  is  shown 
that  Lamarck  was  illogical  in  supposing  that  new  environmental 
characters  could  be  preserved  by  heredity  and  thus  replace  at 
once  the  effects  of  the  "  long-continued  response  to  the  earlier 
normal  specific  conditions,"  but  it  becomes  evident,  even  while 
this  excellent  chronological  distinction  is  being  drawn,  that  it 
rests  on  a  conception  of  heredity  only  slightly  less  objectionable 
than  that  of  Lamarck  himself.  Though  making  no  direct  ref- 
erence to  mechanical  theories  of  heredity,  these  assumptions  are 
such  as  to  suggest  and  to  justify  such  interpretations. 

"  Normal  conditions  of  environment  have  for  many  thousands 
of  generations  moulded  the  individuals  of  a  given  species  of 
organism,  and  determined  as  each  individual  developed  and 
grew  '  responsive '  quantities  in  its  parts  (characters) ;  yet,  as 
Lamarck  tells  us,  and  as  we  know,  there  is  in  every  individual 
born  a  potentiality  which  has  not  been  extinguished.  Change 
the  normal  conditions  of  the  species  in  the  case  of  a  young  indi- 
vidual taken  to-day  from  the  site  where  for  thousands  of  gener- 
ations its  ancestors  have  responded  in  a  perfectly  defined  way 
to  the  normal  and  defined  conditions  of  environment,  reduce  the 
daily  or  seasonal  amount  of  solar  radiation  to  which  the  indi- 
vidual is  exposed  ;  or  remove  the  aqueous  vapor  from  the  atmos- 
phere ;  or  alter  the  chemical  composition  of  the  pabulum  access- 
ible ;  or  force  the  individual  to  previously  unaccustomed  muscular 
effort  or  to  new  pressures  and  strains ;  and  (as  Lamarck  bids  us 
observe),  in  spite  of  all  the  long-continued  response  to  the  ear- 
lier normal  specific  conditions,  the  innate  congenital  potentiality 
shows  itself.  The  individual  under  the  new  quantities  of  envir- 
oning agencies  shows  new  responsive  quantities  in  those  parts 
of  its  structure  concerned,  new  or  acquired  characters."1 

lankester,  E.  Ray,  1906.  Inaugural  Address  before  the  British  Association 
for  the  Advancement  of  Science.     Nature,  74  :  330.     Science,  N.  S.,  24  :  607. 


334  cook 

If  the  environments  controlled  the  character-units  and  thus 
moulded  the  characters  of  organisms  we  should  expect  to  find 
that  each  environment  would  have  its  own  organisms,  or  that 
all  the  individuals  of  the  same  species  in  the  same  environment 
would  be  alike,  or  at  least  more  alike  than  individuals  from 
different  environments,  but  these  results  have  not  been  attained. 
Sexual  and  other  analogous  differences  which  have  been  de- 
veloped among  the  members  of  the  same  species  in  the  same 
environments  are  vastly  greater  than  any  of  the  diversities 
which  differences  of  environments  can  cause  or  induce.  More- 
over, there  are  nowhere  in  nature  any  constant  environments 
which  suppress  or  tend  to  extinguish  the  potential  of  adjustment. 
Vicissitudes  are  ever  at  hand,  ready  to  make  selections  in  direc- 
tions of  adjustability.  The  highest  types  of  organic  life,  those 
which  have  been  able  to  travel  farthest  on  the  evolutionary  road, 
are  those  which  have  responded  most  effectively  to  their  oppor- 
tunities for  learning  the  arts  of  adjustment.  Neither  are  these 
responses  mere  passive  mouldings  ;  the  powers  of  individual  ad- 
justment, no  less  than  the  general  adaptive  characters  of  the 
species  have  been  attained  by  the  putting  forth  of  variations,  the 
steps  by  which  species  travel. 

Heredity,  the  name  we  have  given  to  the  mysterious  power 
of  plants  and  animals  to  follow  accurately  the  developmental 
pathway  of  the  species,  and  even  to  repeat  the  individual  pecu- 
liarities of  the  parents,  is  more  similar  to  memory  than  to  any 
other  biological  phenomenon.  Professor  Lankester's  concep- 
tion of  the  facts  implies  that  the  hereditary  memory  is  imposed 
from  without,  that  it  is  stamped  or  moulded  upon  the  species  by 
the  environment,  and  that  its  strength  is,  or  should  be,  propor- 
tional to  the  time  during  which  the  environmental  impression  is 
continued.  It  is  true  that  new  or  recent  environmental  reac- 
tions, or  direct  adaptations,  are  not  inherited,  and  do  not  replace 
the  older  responsive  characters  of  the  species,  but  this  fact  lends 
no  support  to  the  doctrine  of  environmentally  moulded  heredity, 
for  other  character-modifications  do  appear  suddenly,  and  do 
immediately  and  definitely  replace  the  earlier  type  of  the 
species,  as  shown  in  numerous  and  well  established  instances 
of    genetic   variation   and    mutation.      These    modifications    of 


ASPECTS    OF    KINETIC    EVOLUTION  335 

heredity  have  no  doubt  adequate  physiological  causes  resident 
in  the  species,  but  as  far  as  the  environment  is  concerned  they 
seem  to  be  thoroughly  spontaneous  and  fortuitous.  They  ap- 
pear without  notice  and  bring  their  own  new  and  complete 
heredity  with  them  ;  their  very  appearance  signifies  and  consists 
in  an  abrupt  modification  of  heredity.  The  environment  may 
reject  the  new  character  and  extinguish  all  the  individuals  with 
the  modified  system  of  heredity  ;  it  may  limit  heredity  through 
selection,  but  it  does  not  mould  or  modify  heredity. 

Heredity  has  been  defined,  in  accordance  with  Professor 
Lankester's  view,  as  the  sum  of  past  environments,  but  this 
statement,  as  usually  understood,  is  only  partial  and  misleading. 
It  is  true  only  to  the  extent  that  it  means  that  the  heredity  of  a 
species  is  a  summary  of  the  variations  which  the  environments 
have  permitted  it  to  retain.  The  idea,  for  example,  that  im- 
proved environments  will  change  the  inherent  characters  of 
backward  races  of  mankind  or  of  the  deficient  and  criminal 
classes  of  our  populations,  as  often  stated  by  philanthropists,  is 
founded  on  teleological  inferences,  and  not  on  concrete  observa- 
tions. New  environments  may  permit  new  and  desirable  char- 
acters to  be  put  forth  which  the  selection  of  adverse  conditions 
has  forbidden  hitherto,  but  humanitarians  seldom  have  patience 
with  such  time-consuming  methods  of  improvement.  Moreover, 
if  they  were  to  view  the  subject  from  a  biological  standpoint 
they  would  soon  appreciate  the  desirability  of  selecting  the  good 
stocks  for  further  amelioration  instead  of  wasting  their  efforts, 
relatively,  at  least,  upon  unworthy  materials,  in  the  vain  hope  of 
realizing  an  unnatural  ideal  of  equality.  Ethical  considera- 
tions which  concern  only  the  relations  of  individuals  and  or- 
ganized social  bodies  are  often  applied  to  racial  and  other 
questions  as  purely  biological  as  those  of  the  relations  of  species 
and  subspecies  in  any  other  department  of  nature.  Our  chief 
duty  with  reference  to  the  really  backward  and  deficient  races 
is  to  keep  them  from  bringing  about  the  deterioration  of  our 
own,  as  almost  inevitably  occurs  when  a  higher  race  comes  in 
contact  with  a  lower.  The  qualities  and  standards  which  con- 
duce to  fitness  in  a  higher  civilization  are  of  little  or  no  signi- 
ficance in   a   lower,   and  rapidly   deteriorate.     This    does   not 


336  COOK 

prove  that  the  higher  qualities  are  caused  by  the  environment, 
but  only  that  they  require  certain  conditions  in  which  to  develop 
and  maintain  themselves. 

Environment  is  of  the  first  importance  to  individual  organ- 
isms, but  the  inference  so  widely  drawn  in  scientific  and  general 
literature,  that  the  environment  causes  and  controls  evolution,  is 
essentially  fallacious.  It  controls,  in  a  measure,  by  limiting 
some  of  the  avenues  of  advance,  or  by  setting  higher  and 
higher  requirements  for  continued  progress,  but  life  finds  mil- 
lions of  different  ways  to  solve  its  environmental  problems. 
Given  a  particular  environment  and  a  particular  selection  of 
individuals  with  their  hereditary  qualities  and  habits  known,  and 
we  may  with  confidence  expect  a  fairly  definite  reaction  in  line 
with  previous  experiments  of  the  same  kind.  But  this  does  not 
mean  that  evolution  is  an  environmental  cul  de  sac.  Changes 
are  not  passive  merely,  but  kinetic.  The  environmental  possi- 
bilities are  persistently  tested  by  many  variations.  Species  have 
retained  in  this  way  the  power  of  ameboid  motion,  and  have  thus 
crept  over  the  whole  face  of  nature,  and  into  all  the  crevices. 

The  progress  possible  in  a  single  life-time  or  generation  may 
be  small,  but  the  lesson  is  plain.  The  largest,  most  practical, 
and  most  precious  factors  of  amelioration  for  plants,  animals 
and  men,  lie  in  the  discovery  and  preservation  of  those  indi- 
viduals which  are  in  the  line  of  evolutionary  advancement  for 
the  breed  —  those  possessing  the  qualities  required  by  the  en- 
vironment, and  which  at  the  same  time  strengthen  the  species 
and  help  to  maintain  the  necessary  vital  motion  in  courses  of 
beneficial  change. 

THE    PURITY    OF    GERM-CELLS    AND    CHROMOSOMES. 

In  the  search  for  causes  of  natural  phenomena  an  important 
step  appears  to  have  been  taken  when  definite  quantitative  re- 
lations have  been  established.  It  is  not  strange,  therefore,  that 
the  discovery  of  Mendelian  or  "disjunctive"  hybrids  should 
have  aroused  much  interest,  and  even  a  certain  amount  of  excite- 
ment, among  biologists.  Mathematical  considerations  have 
been  allowed  to  obscure  biological  facts,  and  Mendel's  "prin- 
ciples of  inheritance"  have  been  declared  to  be  as  fundamental 


ASPECTS    OF    KINETIC    EVOLUTION  337 

and  significant  for  biology  as  Dalton's  law  of  definite  propor- 
tions for  chemistry.  Deductions  from  Mendelism  followed  in 
rapid  succession,  such  as  the  purity  of  germ-cells,  inheritance 
by  character-units,  and  the  localization  of  these  in  chromosomes. 

Mendelism  as  a  phenomonon  is  both  interesting  and  sugges- 
tive, but  it  lacks  warrant  as  a  generalization,  because  the  con- 
ditions imposed  by  the  experiments  are  as  likely  to  be  the 
cause  of  the  results  as  the  general  principles  of  heredity  alleged 
to  have  been  revealed.  There  are,  in  fact,  many  reasons  for 
believing  that  the  inbreeding  which  is  deemed  an  essential  pre- 
liminary to  experiments  in  Mendelism,  induces  the  "disjunc- 
tion "  of  the  hybrids,  instead  of  the  purity  of  the  germ-cells 
or  the  antagonism  of  "  dominant  "  and  "  recessive  "  character- 
units.  It  is,  perhaps,  to  be  expected  that  Mendelism  can  be 
found  whenever  the  conditions  of  the  experiment  can  be  met, 
but  this  does  not  prove  that  the  phenomenon  is  a  normal  one. 
Still  less  has  it  been  shown  that  Mendelism  has  been  a  con- 
tributing factor  in  evolution,  since  in  Mendelian  hybrids  the 
more  recently  derived  characters  are  held  not  to  be  dominant, 
but  recessive,  and  would  thus  have  the  less  chance  of  being 
preserved  under  natural  conditions  of  unrestricted  crossing. 

Some  writers  have  claimed  for  Mendelism  a  practical  utility 
as  determining  the  methods  of  procedure  in  breeding,  and  many 
plants  and  animals  are  being  bred  to  learn  which  characters 
are  dominant  and  which  recessive,  it  being  taken  for  granted 
that  such  facts  have  a  fixed  and  definite  value  for  each  species 
or  variety,  thus  enabling  the  results  of  breeding  combinations 
to  be  known  in  advance.  The  utility  of  such  knowledge  is, 
nevertheless,  negative  rather  than  positive  ;  it  may  keep  the 
breeder  from  attempting  the  impossible,  but  it  seldom  gives  him 
new  leverage  in  attacking  practical  problems.  The  danger  is 
rather  that  the  acceptance  of  erroneous  theories  of  heredity 
may  delay  his  perception  of  facts  and  discourage  his  efforts. 

It  seems  to  be  agreed  by  several  experimental  evolution- 
ists that  white  fur  or  feathers  is  a  recessive  character ;  but 
no  attempt  has  been  made  to  test  the  general  basis  of  this 
assumption  by  comparing  interbred  white  mice  with  inbred 
gray  mice.     Albinism  is  one  of   many  mutations  induced  by 


338  cook 

inbreeding,  and  this  debilitating  process  has  been  continued 
with  white  mice  ever  since  the  original  specimens  were  caged, 
while  gray  mice  have  mostly  remained  at  liberty  until  needed 
for  breeding  experiments.  To  overlook  these  historical  differ- 
ences is  to  neglect  factors  of  known  significance  for  those 
of  purely  hypothetical  meaning. 

A  second  series  of  pertinent  facts  commonly  ignored  is  the 
frequent  and  perhaps  general  dominance  or  prepotency  of  muta- 
tions when  bred  upon  their  own  immediate  blood-relations. 
Commercial  white  mice  are  a  long  standing  breed,  with  no 
close  and  equally  inbred  gray  relatives.  To  test  prepotency 
fairly  a  new  mutation  would  be  required.  There  are  numerous 
instances  in  literature,  but  experimenters  naturally  attach  special 
importance  to  what  happens  in  their  own  cages. 

For  a  third  experiment  which  might  afford  conclusive  evi- 
dence on  the  pure  germ-cell  theory,  some  of  the  more  recently 
developed  varieties  of  mice  might  serve.  If  two  varieties  of 
independent  origin  which  had  been  crossed  separately  with  mice 
of  the  ancestral  type  and  found  to  mendelize,  were  then  crossed 
with  each  other  and  found  to  revert  to  the  parental  type,  experi- 
mentalists might  admit  that  the  doctrine  of  pure  germ-cells  had 
been  definitely  disproven.  The  mice  which  in  the  Mendel 
experiments  had  produced  pure  white,  yellow  or  black  germ- 
cells  would  later  have  produced  gray  germ-cells.  And  yet  this 
possibility  in  crosses  of  selected  domesticated  varieties  has  been 
known  since  the  time  of  Darwin's  experiments  with  pigeons. 

The  arrangement  of  the  chromatin  granules  into  chromo- 
somes, to  which  so  much  importance  is  ascribed,  is  a  very  tempo- 
rary phenomenon.  The  chromosomes  do  not  appear  to  retain 
their  separate  identity  either  during  sexual  fusion  (mitapsis)  or 
during  vegetative  growth,  when  the  activities  of  the  cells  are 
bringing  to  expression  the  qualities  which  have  been  transmitted 
through  the  gametes.  The  diversity  in  number  of  chromo- 
somes in  closely  allied  species,  or  even  in  the  same  species,  also 
tends  to  weaken  our  faith  in  the  idea  that  chromosomes  as  such, 
or  as  character  groups,  play  a  very  definite  or  determining  part 
as  governors  of  the  form  of  the  organic  structure  of  the  indi- 
vidual  plant  or  animal.      The  chromosomes  may  prove,  after 


ASPECTS    OF    KINETIC    EVOLUTION  339 

all,  to  be  merely  crowds  of  chromatin  granules  which  are  being 
assembled  from  the  vegetative  nucleus  for  mitapsis,  and  redis- 
tributed after  mitapsis  to  resume  the  functions  of  control  over 
vegetative  growth. 

Adult  organisms,  with  their  various  characters,  do  develop  out 
of  germ-cells,  but  until  we  know  something  more  of  the  nature 
of  protoplasm,  there  can  be  no  certainty  that  the  individual  char- 
acters of  the  adult  are  in  the  germ-cell  in  any  such  form  that 
we  can  look  in  and  find  them.  As  well  might  we  undertake  to 
find  in  human  embryos  or  infants  the  mental  and  moral  char- 
acters of  adult  persons.  All  that  we  can  be  sure  of  is  that  the 
potentialities  are  there,  but  the  nature,  form  and  residence  of 
these  potentialities  can  be  discussed  only  by  means  of  abstract 
inferences,  and  are  not  yet  accessible  to  the  concrete  imagina- 
tion. This  explains  why  the  theories  of  hereditary  mechanisms 
are  merely  philosophical  or  mathematical,  not  biological.  Even 
if  the  conception  were  correct  and  it  were  possible  to  ascertain 
by  some  extension  of  microscopic  vision  that  chromosomes  or 
granules  are  prefigurations  of  adult  organisms,  the  fact  would 
still  have  little  use  as  an  explanation  of  heredity,  or  even  as  a 
working  hypothesis,  until  we  could  learn,  or  at  least  imagine, 
how  the  models  could  build  the  structures.  It  is  as  though 
some  barbarous  tribe,  on  being  visited  for  the  first  time  by  a 
modern  man-of-war,  should  think  to  explain  the  structure  by 
finding  a  small  model  of  the  ship  in  a  glass  case  in  the  saloon. 
There  would  simply  be  two  ships  to  explain,  instead  of  one. 
Indeed,  the  discovery  of  the  character-unit  mechanism  has  been 
so  long  and  so  vividly  anticipated  that  it  is  not  altogether  unjust 
to  mention  the  fact  that  no  very  definite  uses  for  such  a  con- 
trivance have  been  suggested. 

The  studies  of  Boveri  tend  to  show  that  in  one  group,  at 
least,  there  is  a  definite  necessity  for  the  presence  of  one  full 
series  of  chromosomes  to  make  normal  development  possible, 
but  this  is  still  very  far  from  showing  that  individual  chromo- 
somes or  granules  correspond  to  different  parts  of  the  animal. 
A  mutilation  or  disarrangement  of  the  organs  of  the  germ-cells 
might  well  interfere  with  their  development  into  normal  indi- 
viduals, even  if  the  adult  organism  were  not  prefigured,  pre- 


340 


COOK 


formed,  or  prefixed,  inside  the  reproductive  cell.  It  is  highly 
important,  of  course,  that  the  nature  and  extent  of  all  determi- 
native relations  be  known,  but  until  the  nexus,  the  modus 
operandi  of  the  process  has  been  learned,  predetermination  by 
material  particles  has  no  special  standing  as  a  theory,  especially 
where  the  resulting  concept  of  heredity  fails  to  accord  with 
concrete,  facts,  such  as  the  need  of  normal  heterism  and  free 
interbreeding. 

To  those  who  view  the  matter  from  the  mathematical  side 
only,  it  is  still  impossible  to  -prove  that  essential  changes  occur 
in  mitapsis  which  make  the  chromomeres  and  chromosome 
aggregates  different  from  what  they  were  before  the  fusion  took 
"place.  Nevertheless,  there  are  three  facts  of  nature,  universal 
and  much  accentuated  among  all  the  higher  plants  and 
animals,  which  these  theories  of  construction  of  organisms  by 
character-unit  mechanisms  leave  entirely  out  of  account,  with- 
out physiological  meaning  or  explanation,  (i)  the  diversity  of 
the  individual  members  of  species,  (2)  the  elaborate  adaptations 
for  interbreeding,  and  (3)  the  conjugation  of  the  granules  in 
mitapsis.  The  different  assortments  of  chromosomes  or  gran- 
ules might  explain  the  diversity,  but  they  show  no  use  or  reason 
in  it.  They  may  cause,  too,  the  adaptive  characters  of  inter- 
breeding, but  still  for  no  purpose.  Finally,  they  perform  the 
elaborate  evolutions  of  mitapsis,  but  all  without  result,  accord- 
ing to  these  hypotheses  of  purity  of  germ-cells  or  of  chromosomes. 

For  numerical  purposes  it  may  be  that  all  these  complexities 
of  symbasis  are  useless  and  unnecessary.  The  diversity  of 
genera  and  species,  and  of  the  individuals  inside  the  species, 
could  all  be  worked  out  arithmetically  if  we  could  be  provided 
beforehand  with  the  determinant  mechanisms  and  a  system  of 
permutations  for  combining  them.  But  from  the  biological 
standpoint  it  seems  equally  clear  that  this  is  not  the  way  the 
organisms  were  developed  in  nature.  The  character-unit  plan 
might  have  avoided  all  these  unexplained  and  apparently  un- 
necessary complications  of  heterism  and  symbasis.  The  diffi- 
culty is  that,  like  its  progenitor,  the  static  theory  of  evolution 
by  environmental  causes,  it  seems  not  to  be  followed  in  the 
organic  creation.     Organisms  are   not   naturally  uniform   and 


ASPECTS    OF    KINETIC    EVOLUTION  341 

they  do  not  tend  to  stay  uniform.  Organisms  are  not  naturally 
pure-bred,  and  their  tendencies  are  ever  to  be  mixed  more  and 
more.  This  is  the  overwhelming  testimony  of  the  facts  of 
nature,  which  the  inventors  of  character-unit  mechanisms  would 
do  well  to  canvass  before  entering  upon  their  labors. 

Chromosomes  and  granules  as  parts  of  cells  are  morpho- 
logical entities,  in  the  sense  that  they  exist  and  can  be  made 
visible  by  microscopical  technique.  It  does  not  follow,  how- 
ever, that  they  are  biological  or  evolutionary  entities,  or  that 
they  can  properly  be  thought  of  as  having  any  general  evolu- 
tionary significance,  except  as  parts  or  organs  of  cells  or  of  or- 
ganisms, which  are  the  units  of  life.  Moreover,  as  already  in- 
dicated from  other  considerations,  not  even  organisms  can  be 
considered  units  of  evolution,  which  requires  the  coherent  net- 
work of  descent  of  a  normally  diverse,  interbreeding  species. 

CONTACTS    BETWEEN    LINES    OF    DESCENT. 

The  fact  that  the  lines  of  descent  are  joined  only  in  repro- 
ductive cells  should  not  be  taken  to  mean  that  there  is  merely 
a  single  or  casual  contact  between  them,  nor  prevent  our 
recognizing  the  possibility  that  the  functions  of  the  chromatin 
granules  may  be  physiological  rather  than  morphological.  It  is 
through  them,  evidently,  that  the  reorganization  of  the  proto- 
plasm of  the  cells  is  accomplished.  They  represent  the  citadels 
of  life,  the  most  vital  points  of  the  cell  substance.  The  final 
stage  and  apparent  purpose  of  the  process  of  conjugation  is  to 
bring  them  into  contact  with  other  granules  from  other  lines  of 
descent.  The  nature  of  this  contact,  whether  the  granules 
exchange  particles,  or  renew  their  vital  energy  by  molecular  or 
other  adjustments,  is  still  unknown. 

The  most  recent  results  of  cytological  investigation  are  in 
accord  with  the  supposition  that  the  ability  of  the  higher  plants 
and  animals  to  lessen  the  number  of  conjugations  and  prolong 
the  intervals  of  vegetative  growth,  has  been  attained  by  the 
development  of  more  and  more  efficient  methods  of  conjuga- 
tion. A  few  years  ago  the  opinion  was  held  that  the  proc- 
ess of  synapsis  involved  only  a  fusion  and  reduction  of 
the   number  of    the    chromosomes ;    it    now    appears    that    the 


342  COOK 

chromosomes  are  not  the  ultimate  units  of  the  nuclear  structure, 
but  are  merely  aggregates  of  granules  of  chromatin.  In  the 
final  stage  of  conjugation  (mitapsis)  the  chromosome  aggregates 
no  longer  appear  distinct,  but  are  subdivided  into  small  clusters 
of  granules  called  chromomeres.  The  chromomeres  are  strung 
out  like  beads  in  single  file  along  two  slender,  protoplasmic 
threads  which  finally  lie  parallel  and  close  together,  so  that  the 
individual  chromomeres  can  be  paired  off  and  fused  with  each 
other.  Instead,  therefore,  of  thinking  of  conjugation  as  a 
simple  bulk  fusion  of  protoplasm  or  of  nuclei,  we  must  view  it 
as  involving  a  long  line  of  many  scores,  hundreds,  or  even 
thousands,  of  contacts  or  combinations  between  the  much  smaller 
granule-groups  or  chromomeres.  Chromomeres  appear,  there- 
fore, to  have  important  physiological  functions  as  specialized 
contact  points  in  the  fusion  and  reorganization  of  the  protoplasm, 
and  do  not  need  to  be  thought  of  as  bearers  of  hereditary  char- 
acter-units. 

There  remains  one  other  stage  of  elaboration  of  mathematical 
hypotheses  of  heredity,  to  treat  the  chromomeres  as  permanent 
entities  of  descent  and  deduce  the  infinitely  multifarious  diver- 
sities of  individuals  in  nature  from  the  infinity  of  combinations 
and  rearrangements  of  which  the  chromomeres  may  be  capable. 
This  theory  is  complete  and  unimpeachable  mathematically, 
but  is  as  indefensible  biologically  as  its  predecessors  ;  for  like 
them  it  rests  on  the  assumption  that  the  bringing  of  the  chro- 
matin granules  into  contact  in  mitapsis  has  no  significance  in 
descent.  It  takes  for  granted  that  nothing  of  importance  oc- 
curs when  the  granules  appear  to  fuse,  and  that  they  separate 
again  without  mixture,  interpenetration,  or  combination,  of  the 
granular  or  fluid  constituents  of  the  protoplasm. 

The  character-unit  assumption  requires  us  to  imagine  some  way 
in  which  the  particular  granules  could  create  or  bring  about  the 
existence  or  the  accentuation  of  the  particular  character,  whereas 
the  other  interpretation,  by  lines  of  descent,  does  not  needlessly 
destroy  the  unity  of  the  problem  of  heredity.  It  avoids  the 
necessity  of  elaborate  and  gratuitous  hypotheses  in  a  field  which 
science  is  scarcely  prepared  to  enter.  As  in  the  adjoining 
regions  of  instinct  and  memory,  it  is  easy  to  ascribe  the  phe- 


ASPECTS    OF    KINETIC    EVOLUTION  343 

nomena  to  positional  or  other  relations  of  molecules  or  atoms  of 
the  cerebral  tissues,  but  impossible  to  imagine  an  adequate  nexus 
of  association  with  the  concrete  facts,  actions  or  functions.  The 
opinion  has  already  been  recorded  in  another  place  that  truly 
mechanical  solutions  of  this  series  of  problems  are  likely  to 
await  the  recognition  of  additional  properties  of  matter,  which 
physical  researches  are  now  revealing  with  such  startling 
rapidity.1  As  clearly  perceived  and  definitely  stated  by  Lord 
Kelvin,  the  current  conceptions  of  physics  are  not  adequate  for 
the  treatment  of  the  problems  of  biological  evolution. 

The  wonderful  and  altogether  unexpected  results  of  studies 
of  the  internal  structures  of  cells  are  but  poorly  appreciated  by 
those  whose  hopes  have  dwelt  on  the  discovery  of  mechanisms 
of  heredity.  From  the  morphological  standpoint  it  may  appear 
that  little  has  been  obtained  except  to  open  another  chapter  in 
the  vast  complexity  of  nature.  The  internal  organs  and  proc- 
esses of  cells  have  their  multifarious  similarities  and  diversities, 
like  all  other  phases  of  organic  existence.  Reproduction  is 
carried  on  by  as  many  different  methods  as  assimilation,  res- 
piration or  locomotion.  The  great  and  surprising  result  of 
cytological  investigation  is  not  in  learning  that  such  diversity 
exists,  which  might  have  been  anticipated,  but  in  ascertaining 
that  the  evolution  of  the  large  and  complex  bodies  of  the  higher 
plants  and  animals  has  been  made  possible  by  the  evolution  of 
superior  methods  of  reproduction.  Mechanical  theorists  have 
been  so  intent  on  finding  a  mechanism  of  heredity  that  they 
have  failed  to  recognize  the  physiological  significance  of  an 
improved  process  of  conjugation. 

The  older  idea  was  that  reproduction,  that  is,  the  production 
of  a  new  individual  plant  or  animal,  followed  the  conjugation  or 
complete  union  of  the  parental  germ-cells,  but  it  has  been  found 
that  this  is  not  true  of  any  of  the  higher  types  of  life.  What 
has  been  considered  conjugation  among  the  higher  groups,  that 
is,  the  process  in  which  the  characters  of  the  new  organism  are 
determined — as  far  as  they  are  determined  in  the  germs  —  is 
not  a  complete  conjugation  of  the  germ-cells,  but  only  the  begin- 
ning of  a  conjugation  which  continues  throughout  the  life  of  the 
new  individual. 

^ook,  O.  F.,  1904.     Evolution  and  Physics.     Science,  N.  S.,  20:  S7. 


344  cook 

This  fact  has  bearing  upon  the  conception  of  heredity,  for  it 
takes  us  another  step  away  from  the  older  idea  of  a  mechanism 
in  the  cell,  and  shows  us  that  the  intracellular  organs,  which 
some  look  upon  as  the  mechanisms  of  heredity,  are  capable  of 
change  and  adaptation  like  other  parts  of  organisms,  and  that 
the  problem  of  evolution  is  not  to  be  solved  by  the  supposition 
that  evolution  is  determined  in  advance  by  mechanisms  of 
heredity. 

In  the  lower  groups  the  union  of  the  gametes  is  completed 
before  vegetative  growth  is  resumed,  or  before  the  new  genera- 
tion begins.  But  in  the  remote  ancestors  of  the  higher  groups 
this  procedure  was  abandoned,  and  the  completion  of  conjuga- 
tion was  deferred.  Vegetative  growth  began  to  be  carried  on 
while  the  cells  were  still  in  the  double,  conjugating  condition. 
If  the  form  of  the  adult  were  strictly  predetermined  by  the  inter- 
nal organs  of  the  cell,  the  double-celled  organisms  could  have 
existed  only  as  monstrous  doubles  of  the  simple-celled  organ- 
isms which  are  built  up  after  conjugation  is  completed.  But, 
as  a  matter  of  fact,  the  structures  which  were  built  up  from  these 
double,  conjugating  cells  proved  to  be  entirely  different  from 
those  which  had  been  built  previously  from  simple  cells.  New 
evolutions  began  on  entirely  independent  lines,  without  refer- 
ence to  the  character-units  or  other  equipment  of  heredity 
resident  in  the  cells  of  which  the  new  structures  were  built. 
Moreover,  the  old  form  of  heredity  continued  to  be  transmitted, 
even  after  new  and  higher  types  of  organic  structures  had  been 
intercalated  into  the  life-history  of  the  primitive  organism. 

All  the  liverworts,  mosses  and  ferns  continue  to  build  up  the 
two  different  kinds  of  cellular  structures,  one  during  conjuga- 
tion and  the  other  after  or  between  conjugations.  The  two 
kinds  of  heredity,  the  conjugate  and  the  post-conjugate,  continue 
to  run  peaceably  along  the  same  lines  of  descent,  like  multiple 
telegraphic  messages  on  the  same  wire. 

Such  complications  do  not,  of  course,  dismay  the  inventors 
of  hereditary  mechanisms.  Difficulty  only  adds  zest  to  their 
ingenuity.  Having  invented  one  set  of  determinants,  it  is  easy 
to  invent  another  and  have  them  working  by  turns,  as  Weis- 
mann  gravely  proposed  in  explaining  the  alternative  heredity  of 


ASPECTS    OF    KINETIC    EVOLUTION  345 

sexes.  For  the  bees  and  ants  three  kinds  of  mechanisms  were 
provided,  and  for  the  termites  four  kinds,  though  in  reality  up- 
wards of  a  dozen  sorts  would  be  needed  to  account  for  the 
strange  diversity  of  types  found  in  some  of  the  African  species. 
And  the  most  curious  thing  about  the  ants  and  termites  is  that 
the  animals  which  exhibit  the  supposed  results  of  these  diverse 
kinds  of  mechanisms  do  not  transmit  them  at  all,  but  are  de- 
scended independently  in  each  generation  from  sexual  insects. 
Here  again  it  is  apparent  that  new  methods  of  development 
have  been  entered  upon  without  requiring  any  change  or  dis- 
placement of  the  old.  With  the  bees,  at  least,  the  heredity  is 
not  determined  when  the  egg  is  laid,  or  even  when  it  hatches. 
It  is  still  possible  for  two  or  three  days  to  induce  the  young 
larva  to  develop  either  into  a  queen  or  into  a  worker,  by  vary- 
ing the  nature  and  amount  of  food.  The  environment  deter- 
mines, evidently,  which  of  the  mechanisms  shall  continue  in 
play  and  which  retire  into  desuetude. 

There  is  no  need,  of  course,  to  continue  the  discussion  in 
this  direction ;  doubtless  it  is  too  long  already.  There  are 
those  who  think  only  in  relations  of  numbers  and  spaces  ;  and 
for  these  mechanical  forms  are  a  necessity.  But  for  those  who 
approach  from  the  biological  side,  who  are  curious  to  understand 
nature,  and  yet  not  so  impatient  as  to  accept  even  scientific  fic- 
tion at  the  expense  of  ascertainable  fact,  these  character-unit 
mechanisms  of  heredity  do  not  appear  to  help,  but  rather  to 
hinder,  clear  perception  and  exposition. 

ALTERNATIVE    OR    POLARIZED    HEREDITY. 

From  the  standpoint  of  the  kinetic  theory  it  appears  possible 
to  reconcile  the  proposed  character-unit  phenomena  of  Men- 
delism  with  other  facts  of  alternative  descent,  without  invoking 
the  hypothesis  of  character-units  and  pure  germ-cells.  The 
phenomena  of  heterism  and  symbasis,  that  is,  normal  diversity 
and  broad-breeding  in  specific  groups,  do  not  necessitate  the 
character-block  assumption.  They  only  require  us  to  suppose 
that  diversity  of  descent  affords  a  certain  amount  of  molecular 
tension  or  attraction,  a  polarity,  as  it  were,  between  proto- 
plasmic  elements  derived  from   the  different  lines  of  descent. 


346  cook 

There  also  appears  to  be  a  complete  series  of  stages  of  accentua- 
tion of  this  polarity  of  descent.  The  most  primitive  condition 
is  that  of  indiscriminate  or  unspecialized  heterism,  in  which  a 
character  shows  all  degrees  of  expression  from  the  lowest 
minimum  to  the  highest  maximum,  with  a  preponderance  at 
some  intermediate  or  optimum  point. 

The  physiological  advantages  of  diversity  of  descent  not  only 
prevent  the  species  from  concentrating  or  stagnating  on  a  cen- 
tral average  or  optimum  point,  but  they  often  favor  the  develop- 
ment of  two  optima.  The  connecting  series  of  character-stages 
may  weaken,  or  it  may  entirely  disappear,  except  for  rare 
abnormalities,  the  normal  form  of  the  species  being  represented 
by  the  two  separated  extremes.  The  typical  and  most  familiar 
instances  of  specialized  heterism  is  to  be  found,  of  course,  in 
the  phenomena  of  sex.  The  primary  sexual  characters  are 
now  so  intricately  involved  with  the  functions  of  reproduction 
that  their  significance  as  specializations  of  heterism  is  much 
obscured,  but  large  numbers  of  secondary  sexual  characters 
are  quite  functionless  for  any  purpose  thus  far  detected,  except 
this  of  increasing  the  diversity  of  descent  inside  the  species. 

When  once  a  species  has  reached  the  stage  of  sex-differen- 
tiation, and  has  thus  established  a  polarity  of  descent,  the  ten- 
dency seems  to  be  for  other  specializations  of  heterism  to  group 
themselves  with  sex.  The  result  is  to  give  each  generation 
the  benefit  of  full  diversity  of  descent,  instead  of  losing  this 
advantage  in  cases  where  similar  individuals  might  breed 
together.  No  doubt  it  is  easier,  too,  for  a  new  character  to 
join  with  and  accentuate  an  already  established  polarity  than  to 
establish  a  new  one  for  itself.  Even  among  the  plants  which 
have  not  attained  differentiation  into  separate  sexes  there  are 
definitely  alternative  characters,  and  sometimes  there  are  not 
merely  two  alternatives,  or  two  groups,  but  several,  and  in  a 
variety  of  combinations,  as  in  the  genus  Lythrum.  In  insects 
the  phenomena  of  alternative  descent  reach  their  highest  ac- 
centuation and  complexity,  for  there  they  are  superposed  upon 
the  sex-differentiation.  There  may  be  two  distinct  forms  of 
one  of  the  sexes,  as  among  the  bees.  In  some  species  of 
termites  both  sexes  are  capable  of  specialization  in  several  dif- 


ASPECTS    OF    KINETIC    EVOLUTION  347 

ferent  directions,  so  that  more  than  a  dozen  different  and  dis- 
tinct types  of  individuals  may  be  found  in  the  same  colony, 
and  no  intermediate  forms. 

The  equal  sharing  of  the  two  sexes  in  these  wonderful 
specializations  of  the  termites  is  a  reminder  of  the  general  fact 
of  numerical  equality  between  the  sexes.  Among  the  bees 
where  the  male  sex  is  completely  useless  in  the  social  economy 
and  environmental  relations  of  the  colony,  the  reduction  of  the 
number  of  males  has  been  accomplished  only  by  the  very  re- 
markable specialization  of  the  reproductive  process.  The  sex 
is  no  longer  determined  by  a  polarity  or  other  simple  relation 
which  would  give  equality  of  sexes,  but  by  the  queen  herself, 
who  has  the  power  of  laying  at  will  either  fertilized  or  unferti- 
lized eggs,  the  former  developing  into  females,  the  latter  into 
males.  This  arrangement  appears  peculiar  because  it  consti- 
tutes so  radical  an  exception  to  the  general  rule  of  equality  in 
the  choice  by  individuals  of  one  or  the  other  of  the  two  routes 
of  development  possible  in  all  sexually  differentiated  species. 
If  these  relations  depended  upon  merely  mechanical  arrange- 
ments or  upon  the  relative  numbers  of  different  kinds  of  pure 
germ-cells,  we  should  expect  the  frequent  occurrence  of  many 
definite  deviations  from  equality  of  sexes. 

Experiments  have  shown  that  in  some  groups  of  animals  and 
even  in  plants  the  sex-determination  may  be  influenced  by  the 
conditions  of  existence,  and  particularly  by  nutrition  and  tem- 
perature. The  changes  are  supposed,  however,  to  occur  in 
continuous  series  of  gradations,  as  though  brought  about  by 
general  influences  upon  the  constitution  of  the  organism,  rather 
than  by  the  abrupt  changes  of  adjustment  which  might  be  ex- 
pected to  result  from  the  action  of  character-unit  devices. 

The  phenomena  of  Mendelism  constitute  an  extension  of  the 
facts  of  alternative  descent ;  for  they  show  that  this  is  not  limited 
merely  to  secondary  sexual  characters  and  to  the  form  differ- 
ences of  polymorphic  species,  but  that  closely  similar  effects 
can  be  obtained  in  a  somewhat  artificial  manner,  by  com- 
bining domesticated  varieties  with  properly  opposed  characters. 
Instead  of  producing  merely  averages  or  miscellaneous  grada- 
tions of  intermediates,  well  established  and  contrasted  differ- 


348  cook 

ences  are  preserved  separately,  like  alternative  sexual  differ- 
ences. Instead,  therefore,  of  considering  that  Mendel's  Laws 
explain  sexuality,  it  seems  more  reasonable  to  assimilate  the 
Mendelian  phenomena  with  those  of  normal  alternative  descent 
as  shown  generally  in  sex-inheritance. 

If  the  principle  of  alternative  or  polar  heredity  applies  to 
Mendelism,  the  earlier  explanations  by  the  special  character- 
units,  segregated  in  different  germ-cells,  will  be  superfluous. 
The  phenomena  would  still  be  abnormal,  as  are  the  conditions 
under  which  they  appear,  but  they  would  no  longer  need  to  be 
associated  with  the  phenomena  of  incompatability  of  chromatin, 
described  by  Guyer  in  sterile  hybrids  between  diverse  species. 

"  When  germ-cells  are  to  be  matured,  before  the  real  reduc- 
tion, there  is  in  most  forms  a  so-called  false  reduction,  in  which 
the  chromosomes  fuse  in  pairs  so  that  there  appears  to  be  only 
half  the  normal  number  present,  though  in  reality  each  is 
double  (bivalent)  and  equivalent  to  two  of  the  simple  (univalent) 
type.  The  doubling  of  chromosomes  which  normally  occurs 
at  such  times  is  frequently  incomplete,  or  lacking,  in  hybrids. 
This  is  especially  true  if  the  hybrids  are  from  widely  separated 
species.  Instead  of  a  normal  spindle  bearing  the  usual  number 
of  bivalent  chromosomes,  multipolar  spindles,  or  two  separate 
spindles  may  appear,  thus  apparently  permitting  the  two  kinds 
of  parental  chromatin  to  remain  apart.  In  the  most  extreme 
cases  a  complete  separation  may  occur  subsequently,  the  entire 
chromatin  of  one  parent  occupying  one  cell,  that  of  the  other  a 
different  cell.  Such  visible  separations,  however,  only  occur 
extensively  in  sterile  hybrids  from  markedly  different  parent 
species.  Fertile  hybrids  from  closely  related  forms,  for  the 
most  part,  display  spindles  normal  in  appearance.   .    .    . 

"  In  the  case  of  these  milder  fertile  crosses,  then,  where  rever- 
sions follow  the  Mendelian  law,  the  germinal  incompatibilities 
must  be  narrowed  down  to  the  qualities  themselves  rather  than 
confined  to  the  respective  germ-plasms  as  a  whole.  These 
qualities  must  separate  and  each  take  up  its  abode  in  a  different 
germ-cell  irrespective  of  whether  the  other  qualities  of  that  par- 
ticular germ-cell  are  of  a  different  parentage  or  not.  The 
cases  in  which  the  entire  plasmas  are  segregated  are  then  prob- 


ASPECTS    OF    KINETIC    EVOLUTION  349 

ably  but  magnified  images  of  what  occurs  among  the  specific 
qualities  of  the  milder  crosses.  The  interesting  possibility  arises 
that  if  fertile  hybrids  can  be  secured  from  widely  different 
species  the  plasmas  of  which  must  be  more  incompatible  than 
those  of  nearly  related  forms,  such  hybrids  will  give  rise  to 
offspring  in  which  there  is  reversion,  not  only  of  one  character, 
but  of  many  or  all  characters  in  the  same  individual,  due  to  a 
more  thorough  segregation  of  the  parental  germ-plasm  as  a 
whole.  In  other  words,  the  farther  apart  the  parent  species 
are,  the  more  complete  will  be  the  return  in  any  given  offspring 
which  shows  reversion."  l 

Instead  of  representing  germinal  incompatibility,  the  Men- 
delian  phenomena  may  prove  to  be  merely  examples  of  the 
preservation  of  welcome  and  desirable  contrasts.  Nor  is  it 
unreasonable  to  suppose  that  the  polarity  or  other  form  of  alter- 
native reaction  is  rendered  more  definite  and  intense  by  the 
process  of  inbreeding  which  is  considered  a  necessary  prelimin- 
ary for  the  exhibition  of  the  Mendelian  phenomena.  Con- 
trary to  Dr.  Guyer's  supposition,  the  "  disjunction  "  of  characters 
does  not  appear  to  depend  upon  the  extent  of  diversity,  but  upon 
conditions  of  inbreeding.  Experiments  with  Mendelism  seem 
to  succeed  only  with  closely  inbred  domesticated  varieties,  not 
with  wild  species.  Indeed,  it  is  only  among  narrow-bred  do- 
mesticated varieties  that  materials  for  such  experiments  can  be 
found,  that  is,  definitely  contrasted  pairs  or  small  groups  of 
uniform  characters. 


SEXUALITY    OF    CONJUGATE    ORGANISMS. 

The  sexual  differentiation  of  the  higher  plants  and  animals 
affords  another  fairly  definite  indication  that  sexual  and  other 
alternative  characters  are  determined  by  some  such  general 
principle  as  polarity,  rather  than  by  specialized  character-unit 
mechanisms  of  the  reproductive  cells.  It  is  now  known  that  the 
bodies  of  higher  plants  and  animals  are  not  the  result  of  a  com- 
pleted conjugation  of  the  parental  sex-cells,  but  are  formed  be- 

1  Guyer,  M.  F.,  1903.  The  Germ  Cells  and  the  Results  of  Mendel.  Cincinnati 
Lancet-Clinic,  May  9. 


350 


COOK 


fore  the  conjugation  is  completed,  and  are  thus  a  joint  or  conju- 
gate product  of  the  two  germ-cells. 

The  sexuality  of  the  higher  plants,  known  to  the  ancients,  and 
to  the  aborigines  of  tropical  America,  reasserted  by  Bacon,  re- 
discovered by  Sprengel  and  substantiated  by  Muller  and  Darwin, 
has  been  denied  on  technical  grounds  by  recent  botanical 
writers,  as  a  result  of  the  prevalence  of  certain  morphological 
theories  of  alternation  of  generations.  This  doctrine  has  led  to 
the  inference  that  the  bodies  of  our  higher  flowering  plants 
represent  an  "asexual  generation,"  and  it  is  held  to  be  absurd 
to  ascribe  to  such  organisms  the  qualities  and  specializations  of 
sexuality. 

Some  botanists  accordingly  refuse  to  call  the  stamens  and 
pistils  sexual  structures,  or  the  staminate  and  pistillate  plants 
male  and  female,  because  they  do  not  represent  the  same 
kind  or  stage  of  sexual  differentiation  as  that  shown  in  male 
and  female  moss-plants  or  male  and  female  fern-prothallia. 
The  fact  remains,  however,  that  the  sexuality  of  such  a  plant 
as  the  date  palm  is  completely  analogous  to  the  sexuality  of  the 
higher  animals  and  of  man  himself.  In  other  words,  it  has 
been  proposed  to  deny  sexuality  to  exactly  that  form  of  sex- 
differentiation  to  which  the  word  was  originally  applied. 

The  significant  fact  is  that  the  sexual  differentiation  of 
organisms  should  have  taken  place  on  the  two  different  planes 
of  structural  organization,  both  in  the  simple-celled  lower  types 
and  in  the  conjugate-celled  higher  types.  Indeed,  there  are 
three  grades  or  stages  of  development  where  sexual  diversifica- 
tion has  taken  place. 

i.  Sexual  differences  of  the  single  gametic  cells,  as  of  the 
sperms  and  ova,  or  the  pollen-grains  and  the  egg-cells. 

2.  Sexual  differences  of  simple-celled  gamete-bearing  struc- 
tures, as  of  the  male  and  female  thalli  of  liverworts,  the  male 
and  female  plants  of  mosses,  and  the  male  and  female  pro- 
thallia  of  ferns,  Isoetes,  Selaginella  and  Equisetum. 

3.  Sexual  differences  of  double-celled  or  conjugate  struc- 
tures, as  of  the  male  and  female  individuals  of  the  higher  plants 
and  animals. 

Nor  does  the   reckoning   end   here,  for  the   separation  and 


ASPECTS    OF    KINETIC    EVOLUTION  35  I 

diversification  of  the  sexes  has  not  taken  place  twice  only 
among  the  plants,  but  probably  hundreds  of  times,  independ- 
ently, and  in  different  and  unrelated  natural  groups,  the  ances- 
tors of  which  were  bisexual.  Separate  sexes,  though  well-nigh 
universal  among  the  higher  animals,  both  arthropods  and  verte- 
brates, show,  nevertheless,  numberless  independent  specializa- 
tions. In  short,  no  tendency  of  evolution  has  been  so  definite 
and  so  general  as  that  leading  toward  the  accentuation  of  sexual 
differences.  This  can  hardly  mean  anything  less  than  that 
diversity  of  descent,  to  which  sexuality  ministers,  has  a  general 
physiological  importance  and  is  not  merely  incidental  to  fortuitous 
collocations  of  character-units.  No  doubt  it  will  be  found  that 
the  details  of  sex-determination  differ  much  in  the  different 
groups  of  animals  and  plants,  but  this  will  not  diminish  the 
general  significance  of  the  phenomenon. 

Sex-determination  by  purely  mechanical  means  might  still 
serve  the  purposes  of  symbasic  interbreeding,  but  the  heredity 
which  might  be  due  to  the  existence  and  operations  of  such 
mechanisms  would  not  afford  the  basis  of  a  complete  theory 
of  evolution.  It  would  still  be  in  need  of  an  evolutionary 
explanation. 

VEGETATIVE    MODIFICATIONS    OF    HEREDITY. 

Further  reasons  for  preferring  this  idea  of  polar  or  positional 
relations  of  the  ancestral  hereditary  elements  to  that  of  charac- 
ter units  or  determinants,  is  to  be  found  in  the  fact  that  the 
hereditary  attributes  of  form  and  structure  are  apparently  ca- 
pable of  change  at  any  time  in  the  life-history  of  the  organism, 
and  not  merely  at  the  time  of  conjugation  when  under  the  more 
mechanical  theory  the  nature  of  the  individual  should  be  deter- 
mined, once  for  all. 

As  a  matter  of  fact,  plants  do  make  extensive  and  permanent 
alterations  of  their  characters  during  the  vegetative  period. 
Such  cases,  though  relatively  rare,  are  numerous  in  the  aggre- 
gate. The  best  known  instances  are  those  of  bud  varia- 
tions or  "sports/'  as  the  gardeners  call  them,  where^a  single 
bud  produces  a  branch  as  different  from  the  others  as  seed- 
grown  individuals,  or  more  so.     A  bud  mutation  of  coffee  found 


352 


COOK 


in  Guatemala  in  1904  showed  characters  often  approached  by- 
seedling  mutations,  but  somewhat  more  accentuated  than  any 
of  the  similar  mutations  which  have  been  raised  from  seedlings. 

Fasciation  is,  perhaps,  to  be  looked  upon  as  a  form  of  bud 
variation,  but  it  must  rise  in  some  instances,  at  least,  through  a 
derangement  of  the  apical  cells,  rather  than  as  a  mutating  adven- 
titious bud.  This  has  been  observed  very  frequently  in  fascia- 
tions  of  asexually  propagated  plants  like  Dioscorea  and  Ipomcea. 
A  normally  round  stem  broadens  gradually  to  several  times  its 
normal  width,  but  retains  its  original  thickness  or  even  becomes 
thinner  than  before. 

Another  instance  in  which  heredity,  in  the  usual  sense  of  the 
word,  is  suspended  or  set  aside  during  vegetative  growth,  may 
be  found  in  the  familiar  phenomenon  of  galls,  where  the  presence 
of  the  insect  parasite  or  the  substances  secreted  by  it,  is  able 
to  cause  the  formation  of  complicated  and  highly  specialized 
structures,  as  though  new  ingredients  of  heredity  had  been 
added. 

The  mutations  which  often  occur  in  the  first  generation  of 
plants  when  grown  in  new  regions  are  also  to  be  reckoned  as 
post-reproductive  changes  of  the  hereditary  type,  for  while  we 
could  not  be  certain  in  any  individual  case,  that  the  mutation 
could  not  have  occurred  if  the  seed  had  not  been  transferred, 
the  very  great  difference  in  the  percentage  and  the  range  of 
mutations  which  can  be  secured  from  the  same  stock  of  seed 
will  prove  that  the  new  conditions  have  been  an  inducing  cause, 
able  to  act  after  the  planting  of  the  seed  and  long  after  the 
nuclear  elements  have  been  arranged  on  a  basis  which  would 
normally  have  persisted  throughout  the  life  of  the  individual. 

The  fourth  type  of  interference  with  heredity  during  the 
vegetative  period  is  that  of  graft  hybridism.  The  extent  to 
which  this  takes  place  with  normal  plants  has  not  been  ascer- 
tained, but  the  power  of  communicating  diseased  conditions  has 
been  well  established  in  a  variety  of  instances  ranging  from 
peach -yellows,  peach-rosette,  and  the  mosaic  disease  of  tobacco, 
to  the  only  slightly  abnormal  variegations.  Mr.  Luther  Bur- 
bank  relates  also  an  instance  in  which  a  graft  of  a  red-foliaged 
variety  of  Primus  influenced  the  foliage  and  the  progeny  of 
the  stock. 


ASPECTS    OF    KINETIC    EVOLUTION  3  53 

RELATION    OF    HEREDITY    TO    IIETERISM. 

The  recognition  of  normal  diversity  inside  the  species  neces- 
sitates a  modification  of  the  older  view  of  heredity  which  predi- 
cated an  exact  likeness  among  the  members  of  a  species.  The 
uniformity  which  the  older  authors  had  chiefly  in  mind  was  that 
of  the  members  of  one  species  compared  with  those  of  another 
species.  This  is  indeed  a  wonderful  phenomenon,  and  it  is  not 
surprising  that  mechanical  explanations  were  suggested.  It 
was  also  quite  to  be  expected  that  when  the  idea  of  internal 
"mechanisms  of  heredity"  had  arisen  it  should  have  seemed 
necessary  to  predicate  a  complete  uniformity  of  individuals  as 
the  normal  result  of  the  workings  of  such  a  device.  The 
mechanical  inference  was  carried  even  to  the  extent  of  suggesting 
that  the  diagnostic  characters  like  those  enumerated  in  system- 
atic manuals  are  each  represented  by  one  of  the  chromosomes 
or  minute  masses  of  infinitesimal  granules  found  in  the  nuclei 
of  reproductive  cells. 

As  a  matter  of  fact,  natural  species  do  not  differ  merely  by 
six  or  seven  formally  expressed  characters.  They  are  different 
throughout,  and  the  diversity  does  not  end  with  the  distinctions 
between  the  species,  but  extends  to  the  individuals  of  each  of 
the  groups.  Appreciating  the  necessity  of  greater  flexibility  for 
the  mechanisms  of  descent,  Mr.  Walter  T.  Swingle  suggested 
several  years  ago  that  the  expression  of  characters  might  not 
depend  directly  or  entirely  upon  the  chromosomes  or  granules 
themselves,  but  upon  their  positional  relations.  This  sugges- 
tion avoids  all  occasion  of  resorting  to  the  character-unit  hypoth- 
esis, and  may  afford  a  clue  to  a  cytological  explanation  of  the 
phenomena  of  heterism.1 

It  is  not  necessary  to  think  that  the  granules  determine  the 
characters  as  such  ;  they  need  be  considered  only  as  representing 
the  characteristics  of  the  ancestral  lines  of  descent.     It  is  then 

1  Mr.  Swingle  also  calls  my  attention  to  the  very  pertinent  fact  that  the  nar- 
rowly mechanical  character-unit  hypotheses,  to  which  objection  is  taken  in  the 
present  paper,  have  not  been  proposed  or  defended  by  those  who  have  made  the 
truly  important  contributions  to  the  science  of  cytology.  Indeed,  it  is  exactly 
these  investigators  with  first-hand  knowledge  of  the  anatomy  of  cells  who  appre- 
ciate most  keenly  the  wholly  hypothetical  nature  of  the  character-unit  specula- 
tions. 


354  COOK 

possible  to  suppose  that  if  the  granules  derived  from  a  given 
ancestor  secure  a  favorable  position  the  characters  of  that  ances- 
tor will  predominate  in  the  new  individual.  In  this  way  the 
characters  of  different  ancestors  might  assert  themselves  in  end- 
lessly varied  degrees,  even  in  the  offspring  of  the  same  parents, 
as  they  often  do.  This  theory  has  the  advantage  of  affording 
a  thinkable  connection  between  facts  which  otherwise  appear 
completely  mysterious.  Two  collateral  circumstances  increase 
the  warrant  for  applying  the  suggestion  to  the  phenomena  of 
heterism. 

It  has  been  indicated  by  several  observers,  but  most  directly 
by  Prowazek  l  that  the  granules  of  chromatin,  which  compose 
the  chromosomes  at  the  period  of  the  conjugation,  migrate,  dur- 
ing vegetative  growth,  to  positions  at  the  knots  of  the  nuclear 
network,  as  though  to  direct  the  processes  of  assimilation  and 
growth.  It  was  found  by  Maupas  in  his  experiments  with 
infusoria  that  continual  inbreeding  causes  the  gradual  deterior- 
ation and  diminution  of  the  nucleus,  as  though  diversity  of 
descent  were  necessary  to  maintain  the  nuclear  network,  either 
by  keeping  up  the  number  of  granules  or  by  enabling  them  to 
stay  at  the  right  distance  apart.  Such  a  relation  would  explain 
the  known  facts,  to  the  extent  of  indicating  a  reason  for  heterism 
and  a  means  for  bringing  it  about.2 

It  is  also  easier  to  conceive  of  the  possibility  of  bud-variations 
under  the  supposition  that  the  influences  exerted  by  the  chrom- 
atin depend  upon  position,  rather  than  upon  the  origination  of 
new  units  or  upon  the  making  of  different  combinations.  Modi- 
fications of  hereditary  forms  and  methods  of  growth  do  occur 
during  the  vegetative  period,  as  already  stated,  and  may  be 
quite  as  pronounced  as  the  mutations  obtained  from  seed. 
Changes  capable  of  accounting  for  bud-variations  would  also 
be  adequate  for  the  explanation  of  mutative  variations. 

Those  who  begin  with  the  assumption  that  evolutionary  prog- 
ress is  actuated  by  external  causes  are  compelled  to  argue  that 
the  diversities    of    individual    organisms    arise    through  varied 

1  Prowazek,  J.,  1904.  Keimveranderungen  in  Myxomycetenplasmodium.  Oes- 
terreich.  Bot.  Zeitsch.,  54:  27S. 

2  Cook,  O.  F.  and  Swingle,  W.  T.,  1905.  Evolution  of  Cellular  Structures. 
Bui.  8i,  Bureau  of  Plant  Industry,  U.  S.  Dept.  of  Agriculture. 


ASPECTS    OF    KINETIC    EVOLUTION  355 

environmental  experiences,  but  the  inadequacy  of  this  con- 
jecture is  made  plain  by  the  fact  that  the  greatest  of  these  intra- 
specific  divergencies,  those  of  sexes,  castes  and  alternating 
generations  are  obviously  not  subject  to  such  an  explanation. 
Protoplasmic  arrangement,  and  the  specializations  of  the  organs 
and  processes  of  reproductive  cells,  were  not,  of  themselves, 
effective  for  the  problems  of  advancing  organization.  There 
had  to  be  differences,  vital  tensions,  as  it  were,  between  the 
protoplasms,  if  organic  progress  were  to  be  maintained,  and  con- 
jugation were  to  become  adequate  for  the  building  up  of  large, 
complex  and  long-lived  organisms. 

As  fission  suffices  for  the  reproduction  of  only  the  simplest 
types,  and  haplogamy,  apaulogamy  and  finally  paragamy, 
have  proved  necessary  to  continue  the  propagation  of  organisms 
of  successively  higher  degrees  of  complexity,  so,  for  the  very 
highest,  sexual  diversity  and  continuously  maintained  symbasis 
are  requisite.  The  effect  of  prolonging  the  process  of  con- 
jugation is  to  double  in  each  organism  the  threads  of  the  vital 
network.  The  separation  of  a  species  into  sexes  is  a  still  more 
advanced  category  of  specialized  descent,  since  it  doubles  the 
whole  specific  network,  permits  accumulation  of  two  sets  of 
variations,  and  insures  that  each  individual  be  descended  from 
two  diverse  parents. 

But  even  this  provision  of  interbreeding  does  not  suffice  to 
maintain  the  perfection  of  organic  excellence  found  in  man 
himself,  where  the  requirement  of  diverse  descent  is  so  acute  as 
to  forbid,  on  pain  of  degenerate  offspring,  the  union  of  indi- 
viduals separated  by  less  than  four  or  five  generations,  or  by 
two  or  three  strains  of  alien  blood.  Human  descent  is  so 
difficult  and  precarious  a  fabric  that  the  double  network  cannot 
be  held  in  place  merely  by  the  joining  of  adjacent  knots. 
The  structure  is  likely  to  totter  or  fall  if  the  lines  of  descent 
which  join  in  the  building  of  each  new  individual  are  not  well 
braced  by  meeting  each  other  at  broad  angles.  Neighboring 
parallel  or  only  slightly  divergent  lines  do  not  afford  the  neces- 
sary stability  of  contrast,  the  vital  tension  which  enables  the  con- 
jugate cells  to  build  a  well-knit  body.  The  intricacies  of  rela- 
tionships which  fascinate  the  genealogist  are  not  gratuitous  or 


356  cook 

accidental,  but  are  a  biological  necessity  in  the  elaboration  of 
the  framework  of  symbasic  descent  which  sustains  the  organic 
vigor  of  the  species. 

In  cytology,  no  less  than  in  the  more  general  fields  of  study, 
it  is  the  physiological  values  which  need  first  to  be  ascertained? 
before  the  morphological  considerations  can  be  correctly  appre- 
ciated. Germ-cells  can  indeed  be  viewed  as  mechanisms  of 
descent,  but  speculations  regarding  them  should  not  be  made 
the  basis  of  evolutionary  thought  nor  the  test  of  orthodoxy,  to 
the  exclusion  of  more  definite  and  concrete  indications  of  the 
nature  of  evolutionary  processes. 

The  kinetic  theory  finds  significance  and  confirmation  in  the 
now  rapidly  accumulating  indications  of  an  extensive  series  of 
fusions  between  the  individual  granules  of  chromatin,  which 
previous  cytological  interpretations,  based  on  static  views  of 
evolution,  have  denied.  From  the  kinetic  point  of  view  the 
fusions  of  the  chromatin  are  an  important  and  altogether  ac- 
cordant part  of  the  whole  system  of  evolution  ;  they  are  the  ac- 
tual knots  and  junctions  of  the  fabric  of  descent.  Static  theories 
of  cellular  determinants,  on  the  other  hand,  can  see  in  these 
evidences  of  fusion  only  an  elaborate  deception,  an  unnecessary 
complexity  of  the  process  of  reproduction,  just  as  it  was  for- 
merly held  that  sexual  reproduction  itself  stood  in  the  way  of 
evolution,  because  it  interfered  with  the  subdivision  of  species 
and  the  isolation  of  new  variations. 

The  traditional  concept  of  heredity,  the  ideal  of  uniformity  in 
descent,  has  furnished  the  basis  of  all  preceding  doctrines  of 
evolution.  Conditions  of  isolation  or  of  restricted  descent  have 
accordingly  been  considered  typical  for  evolution,  because  it  was 
only  in  narrow  bred  groups  that  the  ideal  of  uniformity  could 
be  approximated  in  nature.  The  kinetic  theory  breaks  with  all 
these  traditions,  and  seeks  to  substitute  for  the  abstract  concep- 
tion of  a  uniform,  definite  or  mechanical  heredity,  a  recognition 
of  the  concrete  fact  of  normal  diversity,  inside  the  species. 

6.     THE    CONSTITUTION   OF  SPECIES. 

Astronomy  is  reckoned  as  queen  among  the  sciences  because 
it  has   demonstrated   that   definite    and   orderly   relations   exist 


ASPECTS    OF    KINETIC    EVOLUTION  357 

amidst  the  apparently  hopeless  disorder  of  the  stars.  The 
ancients,  grouped  the  stars  into  constellations,  but  modern 
science  shows  us  systems  ruled  by  laws  of  mathematical  preci- 
sion. 

Biology  has  remained  longer  in  the  constellation  stage.  Spe- 
cies are  still  discussed,  even  by  evolutionists,  as  though  they 
were  mere  chance  aggregates  of  organisms,  at  once  too  familiar 
and  too  diverse  to  be  formally  defined. 

It  may  well  be  that  no  coherent  definition  can  be  made  for 
species  as  mere  aggregations  or  constellations  of  organisms  ; 
the  idea  itself  is  vague  and  essentially  unscientific.  The  pri- 
mary error  was  that  of  treating  the  species  as  a  morphological 
group,  whereas  the  true  evolutionary  species  is  a  physiological 
system.  Like  a  stellar  system,  it  may  contain  a  large  number 
of  different  individual  members,  and  even  different  kinds  of 
members.  The  unity  of  the  species  does  not  depend  upon 
the  organisms  being  all  alike.  It  is  necessary  only  that  they 
remain  within  range  of  mutual  influence  through  interbreeding, 
which  is  the  biological  analogue  of  gravitation. 

A  species,  that  is,  a  normal,  natural,  evolutionary  species,  is 
a  large,  coherent  group  of  freely  interbreeding  organisms.  But 
with  species,  as  with  stars,  all  systems  are  not  alike.  There 
are  suns,  satellites,  planets,  asteroids,  nebulae,  variable  stars, 
doubles  and  comets,  in  vast  diversity  of  sizes  and  combina- 
tions. 

In  biology,  as  in  astronomy,  the  most  familiar  things  have 
proved  very  deceptive.  The  sun,  moon  and  stars  appear  alike 
to  revolve  around  the  earth,  from  east  to  west.  It  was  at  first 
an  extremely  heterodox  idea  that  the  earth  revolves  around  the 
sun.  Moreover,  neither  of  the  apparent  motions  gave  any  inti- 
mation of  the  third  order  of  motion,  that  of  the  system  as  a 
whole.  In  a  similar  way  we  have  taken  it  for  granted  that  the 
evolution  of  species  could  be  explained  by  the  motions  we  have 
been  able  to  detect  among  our  domesticated  plants  and  animals. 
We  are  now  learning  that  these  types  of  life  are  not  reliable 
examples  of  evolutionary  systems,  that  their  motions  are  often 
retrograde  or  degenerative  instead  of  progressive  and  construc- 
tive.    Nor  are  abnormal  evolutionary  conditions  entirely  con- 


358  cook 

fined  to  domesticated  organisms.  Among  the  millions  of  biolog- 
ical systems  many  have  wandered  from  the  path  of  progressive 
evolution  and  are  on  the  way  to  extinction.  As  with  the  mo- 
tions of  the  heavenly  bodies,  nature  herself  has  deceived  us,  or 
rather  she  has  given  us  new  riddles  to  read. 

The  motion  of  species  is  not  like  that  of  the  stars,  in  simple 
geometrical  figures.  The  evolutionary  progress  of  species  is 
accomplished  by  the  weaving  of  an  intricate  fabric  of  lines  of 
descent  through  the  free  interbreeding  of  the  component  organ- 
isms. The  simple,  normal  and  typical  constitution  of  a  species 
may  be  thought  of  as  a  huge  but  simple  network  of  uniform 
texture.  All  the  organisms  are  diverse,  but  the  diversity  is 
merely  individual  and  indiscriminate,  so  that  the  network  has  a 
uniform  texture. 

THE    SPECIFIC    CONSTITUTION    OF    LIVING    MATTER. 

Inorganic  matter  exists  in  a  variety  of  conditions  or  physical 
states,  gaseous,  liquid,  colloidal,  crystalline,  granular  or  amor- 
phous. The  properties  of  matter  depend  upon  these  conditions 
or  states  quite  as  much  or  more  than  upon  the  chemical  com- 
position or  ultimate  nature  of  the  materials  of  which  they  are 
composed.  There  are  laws  of  gases,  liquids  and  crystals  be- 
cause the  different  substances  behave  very  much  alike  in  the 
same  physical  states.  Indeed,  the  same  physical  states  of  dif- 
ferent substances  are  generally  very  much  more  alike  than  the 
different  physical  states  of  the  same  substance. 

In  a  similar  manner  the  qualities  of  living  matter  are  to  be 
associated  and  described  with  reference  to  its  various  states  or 
conditions.  Chemically  it  is  a  mixture  of  water  and  of  small 
quantities  of  numerous  substances  and  compounds.  Physically 
it  is  a  jelly  or  colloid.  Biologically  it  manifests  such  powers  as 
growth,  digestion,  motion  and  reproduction.  Morphologically 
it  consists  of  cells  or  protoplasmic  units  with  a  more  or  less  dif- 
ferentiated internal  structure,  and  a  power  to  combine  or  asso- 
ciate into  organisms. 

For  evolutionary  purposes  the  chemical,  physical  and  organic 
points  of  view  do  not  suffice.  It  is  necessary  to  recognize  that 
living  matter  shows  still  another  unique  property,  another  kind 


ASPECTS    OF    KINETIC    EVOLUTION  359 

of  constitution,  the  specific.  A  species  is  quite  as  concrete  a 
phenomenon  as  a  crystal.  Both  are  collections  or  aggregates 
of  smaller  units,  and  the  units  have  in  both  cases  definite  and 
necessary  relations  to  each  other  on  which  the  existence  and 
further  development  of  the  crystal  or  the  species  depend. 

It  is  true  that  many  valuable  evolutionary  data  have  been 
secured  from  captive  or  domesticated  plants  and  animals,  but 
the  results  of  this  whole  class  of  experiments  indicate  very 
definitely  that  evolutionary  phenomena  under  these  conditions 
are  degenerative  and  not  constructive.  We  are  driven  back  to 
study  the  constitution  of  species  in  nature,  to  gain  a  clear  under- 
standing of  the  organic  conditions  which  make  possible  genuine 
developmental  progress,  a  true  organic  evolution. 

No  theory  or  evolutionary  interpretation  can  hope  for  per- 
manence which  leaves  out  of  account  this  primary  fact  that 
organisms  normally  exist  in  large  groups  of  freely  interbreeding 
individuals,  the  groups  commonly  called  species.  Domesticated 
varieties  of  plants  exist  without  interbreeding  and  a  few  species 
in  nature  are  supposed  to  propagate  only  by  vegetative  methods, 
by  parthenogenesis  or  by  self-fertilization,  but  no  genus,  family 
or  order  appears  ever  to  have  developed  without  the  association 
of  the  individual  organisms  into  interbreeding  groups  or  species. 
The  only  exceptions,  if  any,  are  among  the  bacteria  and  other 
extremely  simple  forms  of  life  which  have  failed  to  develop 
either  a  specialized  nuclear  structure  in  the  cells  themselves  or 
an  ability  to  associate  and  differentiate  to  form  compound  cellu- 
lar organisms. 

The  reigning  popularity  of  laboratory  methods  of  research 
may  permit  small  welcome  for  the  suggestion  of  a  method  of 
evolution  which  requires  the  extensive  equipment  of  nature  and 
can  not  be  demonstrated  in  cages  or  gardens,  except  by  negative 
results,  like  those  already  well  known.  This  disappointment 
need  not  continue,  however,  any  longer  than  may  be  necessary 
to  perceive  that  while  experiments  with  domesticated  species 
lose  in  apparent  general  significance  under  the  new  interpreta- 
tion, they  gain  greatly  in  definiteness.  If  they  do  not  show  us 
how  the  fabric  of  normal  evolutionary  descent  is  woven,  they  at 
least  teach  us  how  it  may  be  unravelled.     This  knowledge  is  of 


360  COOK 

great  value,  not  only  to  help  breeders  in  the  making  of  useful 
domestic  types,  but  also  to  students  of  the  general  problem. 

Domesticated  plants  and  animals  furnished  the  most  effective 
arguments  for  the  theory  of  organic  evolution,  for  although  the 
ancestral  wild  types  of  many  cultural  species  are  still  unknown, 
and  may  have  become  extinct,  there  can  be  no  doubt  that  thou- 
sands of  their  varieties  have  originated  in  domestication,  and 
that  similar  varieties  continue  to  arise  under  the  eyes  of  the 
cultivator  and  breeder.  Domesticated  plants  and  animals  have 
supplied,  too,  nearly  all  the  materials  for  evolutionary  experi- 
ments, and  it  is  also  with  them  that  evolutionary  theories  must 
find,  ultimately,  their  practical  application. 

A  false  or  inadequate  theory,  though  avowedly  based  on 
studies  of  domesticated  species,  may  be  quite  as  injurious  to 
agricultural  progress  as  another  drawn  from  facts  ascertained 
from  useless  wild  species.  Any  idea  worthy  of  general  credence 
will  bear  the  test  of  application  to  both  classes  of  phenomena. 
A  theory  is  merely  a  way  of  thinking  about  things,  and  is  useful 
if  it  enables  us  to  see,  or  even  to  suspect,  causal  connection 
between  facts  previously  unassociated.  One  theory  is  better 
than  another  if  it  brings  important  facts  into  relation,  and  is 
considered  established  as  a  law  or  doctrine  when  it  accomodates 
all  the  facts  of  the  field  it  was  designed  to  cover.  The  dis- 
tinction frequently  attempted  between  "  theoretical "  and  "  prac- 
tical "  investigations  of  evolution  is  quite  fictitious,  as  in  other 
fields  of  knowledge. 

By  a  curious  perversity  of  language  the  designation  "pure 
science"  is  often  applied  to  accumulations  of  knowledge  not 
yet  refined  enough  to  be  useful  for  practical  purposes.  The 
talk  of  discrepancies  between  theory  and  practice  amounts  to  a 
kind  of  fiction,  a  euphemistic  way  of  saying  that  an  inadequate 
theory  may  not  be  wholly  worthless  as  an  indication  of  relations 
not  yet  adequately  understood. 

For  establishing  the  general  fact  of  variation  and  thus  dem- 
onstrating the  possibility  of  an  evolutionary  and  continuous 
creation,  the  variations  which  have  arisen  under  domestication 
afforded  the  most  pertinent  and  convincing  testimony.  No 
biologist  now  doubts  that  evolution  has  taken  place  and   still 


ASPECTS    OF    KINETIC    EVOLUTION  36 1 

continues,  but  there  is,  nevertheless,  a  very  wide  and  very 
practical  divergence  of  opinion  regarding  the  nature  and  causes 
of  the  evolutionary  process.  In  the  study  of  this  question 
it  becomes  important  to  realize  that  the  evolutionary  condition 
of  cultural  species  differs  from  that  of  wild  types  because  of 
the  much  greater  degree  of  inbreeding  to  which  the  former 
are  commonly  subjected. 

The  constitution  of  species  has  a  practical  bearing  upon  agri- 
culture, not  because  the  domesticated  plants  and  animals  have 
not  been  studied  from  an  evolutionary  standpoint,  but  for  the 
very  opposite  reason,  that  they  have  been  considered  too  exclu- 
sively, so  that  the  important  differences  existing  between  them 
and  wild  species  have  been  overlooked.  Ideas  drawn  from 
domesticated  varieties  have  been  projected  into  nature  at  large, 
and  this  made  it  only  the  more  impossible  to  appreciate  the  fact 
that  grave  differences  exist  between  wild  and  domesticated 
groups  of  organisms. 

Evolutionary  science  has  gained  much  from  the  study  of  do- 
mesticated plants  and  animals,  and  may  gain  still  more  in  the 
future.  The  objection  is  only  to  the  use  of  such  studies  and 
results  as  an  exclusive  basis  of  interpretation  of  the  facts  of 
nature.  All  that  happens  in  domestication  may  also  happen  in 
nature,  for  domestication  is,  after  all,  only  a  department  of 
nature.  It  does  not  follow,  however,  that  nature  is  fully  mir- 
rored in  domestication;  the  mirror  is  too  small.  It  shows  us 
only  the  conditions  in  which  constructive  evolution  does  not 
take  place,  even  in  nature. 

The  recognition  of  the  fact  that  evolution  is  a  phenomenon 
depending  upon  the  specific  constitution  of  living  matter  has 
been  delayed,  no  doubt,  by  the  difficulties  which  have  been  en- 
countered in  the  field  of  taxonomy.  In  the  recent  decades  nat- 
uralists have  faltered  in  the  task  of  nomenclature  set  by  Lin- 
naeus. To  merely  describe  and  give  names  to  the  millions  of 
evolutionary  unit  groups  of  organisms  which  occupy  the  sur- 
face of  our  planet  is  a  work  much  too  vast  for  the  present  re- 
sources of  science.  The  temptation  of  weariness  has  been  to 
shorten  it  by  passing  over  the  apparently  useless  redundancy 
of  slightly  different  groups,  or  by  declaring  that  all  is  vanity  of 


362  COOK 

merely  abstract  conception,  that  species  do  not  exist,  and  can 
not  be  defined.1 

Those  who  have  not  persevered  beyond  this  stage  of  skepticism 
and  satisfied  themselves  of  the  existence  of  species  in  nature, 
can  have  little  use  for  an  interpretation  based  on  the  recognition 
of  species  as  definite  entities,  consisting  not  merely  of  aggre- 
gates of  individual  organisms,  but  also  of  fabrics  of  interwoven 
lines  of  descent. 

The  difficulty  in  defining  species  is  the  lack  of  clear  percep- 
tions, not  only  of  the  nature  and  constitution  of  species,  but  also 
of  the  fact  that  several  diverse  types  of  phenomena  are  being 
covered  by  the  word.  Under  such  circumstances  a  general 
definition  of  species,  however  framed,  could  afford  only  a  ficti- 
tious unification  of  expression,  the  ideas  and  implications  cov- 
ered by  the  term  remaining  essentially  diverse  and  often  quite 
contradictory.  This  confusion  affords,  however,  no  justifica- 
tion of  a  failure  to  use  the  term  in  one  or  another  of  the  explicit 
senses  of  which  it  is  capable,  nor  of  a  refusal  to  define  the  usage 
of  the  term  in  any  particular  connection. 

The  difficulty  of  defining  the  term  species  has  arisen  mostly 
from  the  fact  that  the  phenomenon  is  a  physiological  one, 
whereas  the  general  supposition  has  been  that  it  is  morpho- 
logical. The  idea  that  species  are  "  founded  on  identity  of 
form  and  structure,"  as  the  dictionaries  say,  is  still  widely 
prevalent,  and  is  one  of  the  tenets  of  evolutionary  belief  upon 
which  Professor  De  Vries  especially  insists. 

The  impracticability  of  a  morphological  definition  of  species 
arises  from  the  fact  that  it  is  impossible  to  set  definite  limits  to 
the  extent  of  the  variability  or  diversity  which  is  to  be  permitted 
in  the  species.  Identity  of  form  and  structure  makes  an  excellent 
definition  ;  the  objection  to  it  is  that  no  such  species  seem  to 
exist  in  nature,  or  as  Professor  De  Vries  says,  "  *  *  *  purely 
uniform  species  seem  to  be  relatively  rare."  2     In  some  groups 

1  Thus  a  recent  defender  of  the  mutation  theory  of  De  Vries  has  declared  :  "  If 
it  is  really  true  that  De  Vries  does  not  know  what  constitutes  a  species,  then, 
indeed,  we  find  our  faith  in  his  work  thereby  increased.  Who,  indeed,  except 
the  makers  of  dictionaries,  does  '  know  what  constitutes  a  species '  ?  " 

This  method  of  reasoning  was  very  popular  in  mediaeval  times  and  was  then, 
reduced  to  the  neatly  pious  formula:  "  Credo  quia  absurdum." 

2De  Vries,  H.,  1905.     Species  and  Varieties,  64. 


ASPECTS    OF    KINETIC    EVOLUTION  363 

all  the  members  of  the  species  are  closely  similar,  but  in  others 
they  may  be  extremely  unlike,  as  when  the  specializations  of 
sex  and  polymorphism  have  been  developed.  There  is  no  need, 
however,  that  we  define  species  as  a  morphological  term,  since 
species  are  not  caused  nor  constituted  by  the  likeness  or  unlike- 
ness  of  the  component  organisms.  Indeed,  it  is  unlikeness  rather 
than  likeness  that  conduces  to  the  prosperity  of  the  species. 

The  species  in  nature  is  constituted  by  the  fact  that  the  com- 
ponent individuals  breed  together.  For  evolutionary  purposes 
a  species  is  a  group  of  interbreeding  organisms  ;  nothing  more 
is  required,  nothing  less  will  suffice.  Species  are  units  of 
organic  evolution  ;  organisms  continue  to  exist  and  to  make  evo- 
lutionary progress  only  in  large  groups  of  freely  interbreeding 
individuals.  Groups  of  organisms  which  do  not  interbreed  are 
no  longer  species  ;  they  no  longer  have  the  typical  and  essential 
evolutionary  constitution  of  living  matter. 

Whether  the  individuals  are  alike  or  different  does  not  in  the 
least  affect  the  specific  unity  of  a  group  if  the  organisms  are 
associated  in  nature  on  a  basis  of  free  interbreeding.  If  the 
groups  have  ceased  to  interbreed,  Avhether  by  reason  of  geo- 
graphical barriers,  or  of  structural  or  instinctive  incompatibility, 
they  are  no  longer  a  unit  of  evolution,  no  matter  how  close  the 
external  similarity  may  appear. 

Natural  species  are  not  the  only  groups  of  organisms  to  which 
the  name  is  applied,  but  since  all  other  so-called  species  are 
mere  parts  or  fragments  of  natural  species,  a  recognition  of 
natural  species  must  precede  a  true  appreciation  of  the  more  or 
less  artificial  subdivisions  of  species. 

These  evolutionary  facts  are  quite  independent  of  the  old 
taxonomic  idea  that  the  limits  of  species  could  be  determined 
by  ascertaming  whether  the  animals  or  plants  can  interbreed. 
The  evolutionary  question  is  whether  they  do  interbreed. 
Groups  able  to  interbreed  perfectly  will  still  follow  divergent 
courses  of  evolution,  if  kept  apart.  On  the  other  hand,  the 
failure  of  the  extreme  members  of  the  same  species  to  inter- 
breed would  not  destroy  the  unity  and  coherence  of  the  group.1 

1  Cook,  O.  F.,  1905.  The  Evolutionary  Significance  of  Species.  Smith- 
sonian Report  for  1904. 


364  COOK 

The  exclusion  of  the  domesticated  plants  and  animals  from 
use  as  illustrations  of  the  true  methods  of  evolution  may  appear 
to  withdraw  the  subject  from  the  consideration  of  all  who  do 
not  have  intimate  acquaintance  with' species  in  nature.  There 
remains,  however,  an  excellent  and  very  familiar  example  of 
evolutionary  conditions,  that  of  man  himself.  The  genus  Homo 
has  achieved  in  a  relatively  brief  period  a  wide  divergence 
from  its  simian  relatives.  This  progress  in  development  has 
been  coincident  with  the  achievement  of  a  world-wide  distribu- 
tion and  with  free  interbreeding  throughout  the  area  of  distribu- 
tion, except  as  hindered  by  geographical  barriers.  Moreover, 
a  further  close  analogy  is  to  be  found  in  the  development  of  the 
human  individual  personality  by  a  complex  network  of  contacts 
with  other  members  of  a  social  group.  Without  such  social 
contacts  the  intellectual  development  was  limited  to  automatic 
instincts  ;  with  socialization  new  lines  of  evolution  became  pos- 
sible, just  as  conjugation  opened  the  road  to  the  development  of 
compound  organisms,  and  the  further  various  stages  of  advance 
in  prolonged  conjugation  made  possible  higher  and  higher  types 
of  cellular  structures. 

LONGITUDINAL    AND    TRANSVERSE    SECTIONS    OF    SPECIES. 

Longitudinal  sections  of  species  show  differences  along  lines 
of  descent.  They  include  what  are  commonly  called  life-his- 
tories, based  on  studies  of  the  progressive  changes  of  form  and 
of  methods  of  existence  by  which  individual  organisms  follow 
each  other  in  lines  of  descent. 

Transverse  sections  of  species  show  differences  and  relations 
between  lines  of  descent,  that  is,  the  internal  bionomy  of  the 
species.  The  objects  of  study  are  not  the  methods  of  develop- 
ment or  the  physiology  of  individuals  as  such,  but  the  nature  and 
relations  of  the  different  kinds  of  individuals  which  exist  in  the 
species.  The  individuals  of  a  species  which  are  alive  at  any 
one  time  may  be  thought  of  as  affording  a  cross-section  or  end 
view  of  the  network  of  descent. 

Some  of  the  facts  of  the  constitution  of  species  can  be  under- 
stood best  from  longitudinal  sections,  some  from  cross-sections, 
and  many  can  be  best  thought  of  by  keeping  both  aspects  of  the 
network  in  mind. 


ASPECTS    OF    KINETIC    EVOLUTION  365 

DIVERSITY    IN    LENGTHS    OF    CONJUGATE    PERIODS. 

The  patterns  of  longitudinal  sections  of  the  networks  of  de- 
scent of  different  species  are  determined  by  the  longevity  of  the 
individual  organisms.  In  popular  language  it  might  be  said 
that  the  generations  of  some  species  overlap  while  those  of  other 
species  do  not.  Many  species,  both  of  animals  and  of  plants, 
are  strictly  annual.  All  of  the  adults  die  in  the  fall,  and  the 
species  exists  in  the  winter  only  in  the  form  of  eggs,  spores  or 
seeds.  These  hatch  or  germinate  in  the  spring  and  all  the  new 
individuals  grow  to  a  simultaneous  sexual  maturity,  interbreed, 
reproduce  and  die.  All  the  members  of  the  species  are  in  nearly 
the  same  condition  at  the  same  time  and  the  figure  of  descent 
is  simple  and  regular. 

A  few  species,  such  as  the  bamboos  among  the  plants,  pre- 
serve this  complete  simultaneity,  although  living  through  a  con- 
siderable series  of  years.  Flowers  and  fruits  may  be  produced 
only  at  rare  intervals  of  two  or  three  decades.  All  the  plants 
of  the  species  reproduce  at  the  same  time  and  then  die.  But  in 
nearly  all  groups  the  lengthening  of  the  life  of  the  individual 
organism  means  the  overlapping  of  the  generations  and  the 
simultaneous  existence  of  many  different  forms  or  stages  of  the 
species. 

Such  a  statement  is  not  adequate,  however,  for  a  scientific 
description  of  the  complexities  of  overlapping  descent ;  for  the 
word  generation  has  been  used  with  a  great  diversity  of  mean- 
ings. In  the  lowest  unicellular  organisms  each  independent 
cell-individual  is  a  generation.  In  the  next  stage,  where  the 
cells  are  joined  into  simple  and  relatively  undifferentiated  struc- 
tures, the  word  generation  may  well  denote  the  interval  between 
two  successive  conjugations,  or  rather  the  structure  which  is 
built  up  between  the  ending  of  one  conjugation  and  the  ending  of 
the  next.  But  even  this  definition  fails  us  as  we  go  higher  in 
the  scale  of  existence  and  find  plants  and  animals  which  build 
two  or  more  organic  structures  between  successive  conjugations. 

In  some  cases  there  is  a  succession  of  two  kinds  of  cellular 
structures,  one  structure  being  built  up  before  the  formation 
of  the  sex-cells,  before  conjugation  commences,  and  another 
structure  after   conjugation   has  commenced.      The  former   is 


366  COOK 

built  of  simple  nonconjugate  cells,  the  latter  of  double  or  con- 
jugate cells.  The  nonconjugate  structure  corresponds  to  the 
"  generation"  of  the  simpler  types  of  organization.  The  con- 
jugate structure  is  a  new  feature  intercalated  into  the  previous 
life-cycle,  which  it  often  completely  overshadows.  The  con- 
jugation period  of  many  organisms,  and  especially  of  the  highest 
groups,  both  of  animals  and  of  plants,  is  now  very  much 
longer  than  the  part  of  their  life  history  which  corresponds 
to  a  whole  generation  in  the  lower  groups.  For  tracing  homol- 
ogies between  the  higher  and  the  lower  groups  it  is  still  pos- 
sible to  talk  of  the  period  between  conjugations  as  a  gener- 
ation, but  most  of  the  generation  is  now  occupied  by  the 
conjugation  period,  the  life-time  of  the  double-celled  phase  of 
organization.  This  corresponds  merely  to  the  fertilized  egg-cell 
or  oospore  of  the  lower  algae  which  do  not  build  up  any  struc- 
tures of  conjugate  cells. 

In  other  cases,  which  are  properly  to  be  called  alternation  of 
generations,  the  diversity  of  the  two  interconjugational  forms  has 
been  brought  about  by  vegetative  propagation,  which  replaces 
or  supplements  the  sexual  reproduction  of  the  species.  Alter- 
nation of  generations,  that  is,  of  two  forms  of  organic  individuals 
in  the  same  species,  may  take  place  either  in  the  conjugate  or 
in  the  simple  or  nonconjugate  period  of  the  "generation." 
Thus  in  the  mosses  and  liverworts  vegetative  propagation  is  fre- 
quent in  the  simple-celled  phase,  while  in  the  ferns  and  flower- 
ing plants  it  appears  in  the  conjugate  period.  Vegetative  pro- 
pagation is  often  described  as  a  purely  asexual  process,  but  this 
is  not  true  of  the  higher  plants,  since  the  conjugate  phase 
is  wholly  a  sexual  phenomenon,  a  part  of  the  sexual  process  of 
conjugation. 

It  may  therefore  be  held  that  the  term  generation,  as  popularly 
used  with  reference  to  the  higher  plants  and  animals,  does  not 
correspond  to  what  is  meant  by  generations  among  the  lower 
groups.  The  period  of  the  life-history  which  constitutes  a  gen- 
eration among  the  more  primitive  types  of  life  is  so  brief  as  to 
remain  practically  unnoticed  among  the  highest.  Conversely, 
the  conjugate  period  which  is  so  short  and  unimportant  as  not 
to  complicate  the  question  of  generations  in  the  lower  groups  is 


ASPECTS    OF    KINETIC    EVOLUTION  367 

lengthened  to  cover  nearly  all  the  activities  of  the  species  in 
higher  types  of  life. 

Among  the  lower  groups  the  overlapping  of  the  generations 
appears  to  be  a  mere  coincidence  and  serves  no  important  evo- 
lutionary purpose,  but  among  the  higher  types  it  is  a  condition 
of  the  utmost  significance,  since  it  has  permitted  the  develop- 
ment of  parental  instincts  and  of  the  numberless  devices  and 
habits  by  which  the  eggs  or  seeds  or  the  young  individuals  are 
protected  and  nourished  through  periods  of  helplessness.  The 
lengthening  of  the  embryonic  and  juvenile  periods  has  been 
necessary  to  permit  the  development  of  large  and  highly  special- 
ized organisms.  The  overlapping  of  the  generations  is  also  a 
prerequisite  for  the  development  of  social  habits  and  instincts, 
and  especially  in  the  transmission  of  the  postnatal  inheritance 
on  which  the  development  of  human  culture  and  civilization 
depends.  Civilization  has  been  developed  and  has  persisted 
only  among  those  races  in  which  the  family  unit  of  social  organ- 
ization was  maintained,  so  that  the  children  secured  the  advan- 
tage of  long  and  intimate  contact  with  their  parents  and  were 
thus  able  to  acquire,  transmit  and  accumulate  in  the  race  the 
collective  experience  and  progress  of  the  component  individuals 
and  families.  Thus  the  aborigines  of  tropical  America  who 
live  mostly  in  separate  and  isolated  families  have  built  up 
numerous  primitive  civilizations,  while  the  natives  of  tropical 
Africa  who  live  only  in  villages  have  never  developed  civiliza- 
tions. Indian  children  are  the  constant  associates  and  helpers 
of  their  parents  while  the  children  of  an  African  village  are 
herded  among  themselves  in  little  troops  or  squads  like  the  street 
waifs  of  our  slums.  Even  our  highly  developed  systems  of 
formal  education  have  this  serious  defect  and  danger,  that  they 
tend  to  disconnect  the  generations,  and  to  throw  the  young  into 
premature  and  reactionary  forms  of  social  organization  instead 
of  permitting  them  to  grow  gradually  into  their  normal  places 
in  the  general  fabric  of  the  community. 

DIFFERENT    TYPES    OF    CELLULAR    ORGANIZATION. 

The  complexity  of  the  constitution  of  species  can  not  be  fully 
appreciated  unless  it  be  kept  in  mind  that  each  individual  of  all 


368  COOK 

the  higher  types  of  life  is  itself  a  compact  system  or  colony  of 
cellular  organisms,  and  that  these  compound  units  are  not  only 
different  as  to  the  aggregate  cell-individuals,  but  there  are  dif- 
ferent kinds  of  cellular  organizations.  Not  only  does  endless 
diversity  exist  among  the  unicellular  or  single-celled  types  of 
life ;  there  are  also  different  manners  and  degrees  of  cell-asso- 
ciation to  make  up  the  multicellular  types.  If  the  cells  of  the 
colony-individuals  are  alike,  the  organism  is  called  isocytic,  if 
unlike  heterocytic. 

If  the  cells  which  associate  have  no  separating  cell-walls  the 
organism  may  be  described  as  plasmodial,  as  in  the  Myxomy- 
cetes  and  in  such  alga?  as  Caulerfia  and  Acetabularia.  If  the 
cells  have  the  form  of  long  slender  filaments  the  organism  is 
described  as  hyphal,  as  in  the  fungi ;  if  built  of  definite  cell 
blocks  it  is  called  cellular,  in  the  strict  sense.  The  fourth  or 
highest  type,  found  in  the  animals,  combines  the  other  three. 
Some  cells  remain  quite  free  and  unattached,  like  the  red  and 
white  blood  corpuscles  ;  some  tissues  are  still  plasmodial,  others 
hyphal,  while  still  others,  and  these  in  the  majority,  have 
definite  cellular  structure. 

Finally,  the  colony-individuals  differ  in  being  built  of  cells 
which  are  not  conjugating  (agamic  cell-structures)  or  of  those 
which  are  in  conjugation  (conjugate  cell-structures).  Of  the 
latter  there  are  two  types,  the  first  is  that  shown  by  the  higher 
fungi  which  build  colony-individuals  of  binucleate  cells,  formed 
before  the  nuclei  have  fused  in  conjugation  (apaulogamic  cell- 
structures).  The  second  type  of  conjugate  structure  is  that  of 
the  higher  plants  and  animals  whose  bodies  are  built  up  of  cells 
with  the  nuclei  fused,  but  with  a  double  number  of  chromosomes 
(paragamic  cell-structures). 

These  facts  are  capable  of  a  very  definite  graphic  represen- 
tation in  our  ideal  longitudinal  sections  of  specific  networks  of 
descent.  Double-celled  structures  are  the  conjugate  product  of 
two  lines  of  descent  and  their  existence  is  to  be  shown  in  our 
diagram  by  double,  closely  parallel  lines.  The  network  which 
represents  the  method  of  descent  of  intermediate  groups,  such  as 
thearchegoniate  plants  (liverworts,  mosses  and  ferns),  may  show 
single  and  double  lines  in  almost  equal  proportions.     Primitive 


ASPECTS    OF    KINETIC    EVOLUTION  369 

groups  may  show  only  single  lines,  higher  groups  only  double 
lines,  except  at  the  actual  points  of  junction  where  conjugation 
takes  place.1 

In  alternation  of  generation  and  metamorphosis  the  organism 
changes  its  external  form  without  altering  the  figure  of  descent. 
Alternation  of  generations,  like  the  differentiation  of  separate 
sexes,  exists  in  simple-celled  as  well  as  in  double-celled  organ- 
isms. The  phenomena  are  of  an  entirely  different  and  minor 
order  of  significance  compared  with  the  diversities  of  the  dif- 
ferent types  of  cellular  structure.  Wonderful  as  the  changes 
are,  they  are  still  of  a  merely  morphological  and  adaptive 
character  and  do  not  indicate  new  evolutionary  departures  of  the 
scope  of  the  double-celled  structures. 

SPECIFIC   CONSTITUTIONS   MODIFIED   BY   SPECIALIZED    HETERISM. 

There  are  two  principal  groups  or  kinds  of  specific  constitu- 
tions which  can  be  studied  or  thought  of  as  cross-sections  of  the 
networks  of  descent.  These  two  series  of  special  types  of  species 
arise  through  two  forms  of  specialization  of  methods  of  descent. 
Instead  of  remaining  uniform  or  homogeneous  throughout,  the 
network  of  descent  becomes  variously  subdivided  or  separated 
into  subspecific  strands. 

The  first  form  of  subspecific  differentiation  consists  in  special- 
izations of  heterism,  that  is,  the  establishment  within  the  species 
of  definite  forms  of  diversity  of  descent,  so  that  individuals  are 
not  merely  different  individually,  but  fall  into  two  or  more 
groups  regularly  distinguishable  by  definite  characters.  These 
groups  are  not  formed  by  isolation,  and  their  existence  does  not 
interfere  with  interbreeding,  but  usually  has  the  contrary  effect 
of  encouraging  or  compelling  interbreeding,  since  the  members 
of  the  same  group  may  be  unable  to  interbreed  with  each  other, 
but  are  specially  adapted  for  interbreeding  with  the  members  of 
the  other  group  or  groups  of  which  the  species  is  composed. 

SPECIES     WITHOUT     SPECIALIZATION     OF     HETERISM    (ARROPIC). 

The  diversity  of  normal  symbasic  descent  remains  miscel- 
laneous and  unspecialized.     The  individuals  may  be  more  or  less 

1  Diagrams  of  networks  of  descent  in  the  various  types  of  double-celled  struc- 
tures have  been  given  in  another  place.  Bulletin  Si,  Bureau  of  Plant  Industry, 
U.  S.  Department  of  Agriculture. 


370  cook 

obviously  different,  but  the  differences  are  fluctuating  or  com- 
pletely intergraded,  so  that  no  definite  alternatives  of  descent 
appear,  and  no  distinct  subspecific  groups  are  indicated. 

Individuals  are  all  similar,  equivalent  and  bisexual  or  her- 
maphrodite. None  of  the  vertebrate  or  arthropod  animals  show 
this  condition,  but  it  appears  to  be  very  common  among  the 
lower  animals  and  among  plants.  Species  in  which  there  are 
no  specializations  of  heterism,  no  differentiated  paths  of  alterna- 
tive descent,  may  be  called  arropic  species. 

The  arropic  condition  is  not  merely  synonymous  with  herma- 
phroditism, through  all  arropic  species  are  bisexual.  The  her- 
maphroditism of  the  lower  groups  of  animals  and  of  plants  is  a 
normal  condition  incidental  to  their  more  primitive  organization. 
Among  the  higher  groups  which  have  attained  sexual  differ- 
entiation hermaphroditism  has  reference  more  definitely  to  ab- 
normal cases  of  bisexuality.  The  arropic  condition  is  also  more 
definite  and  restricted  than  bisexuality,  since  organisms  may  be 
bisexual  and  still  manifest  some  of  the  following  forms  of  alter- 
native heterism. 

SPECIES    WITH    SPECIALIZATIONS    OF    HETERISM    (ROPIC). 

Specializations  of  heterism  exist,  and  definitely  alternative 
routes  of  descent  are  followed  by  different  individuals.  The 
individual  members  of  species  fall  into  distinct  groups,  but  not 
as  the  result  of  segregation  or  of  differences  of  environmental 
conditions.  The  group  differences  are  usually  such  as  to  facili- 
tate or  to  compel  interbreeding  between  the  groups. 

The  attainment  of  the  ropic  condition  marks  an  important 
stage  in  the  evolution  of  a  species,  very  favorable,  apparently, 
to  its  further  development  and  to  the  greater  and  greater  exten- 
sion of  the  heteric  specializations.  The  distinction  is  entirely 
concrete  and  practical,  but  there  seems  to  be  no  suitable  and 
convenient  English  word  by  which  to  designate  it.  The  expres- 
sions alternation  and  alternative  have  been  used  too  widely  al- 
ready, and  would  increase  the  confusion  now  existing  as  the 
result  of  identifying  alternation  of  generations  with  phenomena 
of  entirely  distinct  nature,  such  as  the  different  kinds  of  cellular 
structures. 


ASPECTS    OF    KINETIC    EVOLUTION  371 

Subsexual  Species.  —  A  species  consisting  of  bisexual  organ- 
isms divided  into  subsexes,  that  is,  into  groups  differing  in  one 
or  more  characters,  but  not  showing  special  adaptations  to 
secure  cross-fertilization. 

The  first  stage  of  specialized  heterism  is  represented  by  spe- 
cies which  include  two  or  more  types  or  forms,  merely  for  the 
sake  of  the  diversity,  as  it  were,  and  with  no  sexual  diversifi- 
cation, that  is,  no  adaptations,  for  securing  cross-fertilization 
between  the  two  forms.  The  differences  appear  to  be  of  the 
same  nature  and  to  have  the  same  symbasic  utility  as  secondary 
sexual  characters,  but  the  utilization  of  them  is  still  left  to 
chance.  Examples  of  subsexes  are  probably  to  be  found  in 
such  species  as  Verbascum  blatlaria,  Viola  hicolor,  and  others 
in  which  plants  of  different  castes  live  together  indiscriminately. 
Antidromous  or  right-and-left-handed  plants  like  cotton  and 
Casltlla,  might  also  be  recognized  as  affording  instances  of 
subsexual  differentiation. 

It  often  happens  in  zoology  that  the  sexes  of  the  same  animals 
are  at  first  described  and  named  as  two  distinct  species,  but 
after  their  true  relations  have  been  ascertained  one  of  the  sup- 
posed species  is,  of  course,  rejected,  no  matter  how  diverse  the 
sexes  may  be.  Similarly,  these  subsexual  forms  need  to  be 
taken  into  account  by  the  taxonomist.  The  criteria  commonly 
applied  to  determine  specific  distinctness  are  not  adequate,  since 
it  is  possible  for  constant  differences  unconnected  with  sexual 
diversity,  to  exist  inside  the  same  species  without  in  any  way 
justifying  the  taxonomic  subdivision  of  the  group  on  the  usual 
basis.  There  is,  however,  no  reason  why  any  established  type 
of  diversity  like  these  subsexes  should  not  be  named  and  de- 
scribed separately,  just  as  the  sexes  are  treated  separately  when 
their  characters  are  different. 

Botanists  are  acquainted  with  numerous  instances  of  diversity 
among  the  members  of  species  which  may  prove  to  be  subsexes  ; 
though  it  is  also  possible  that  the  differences  may  belong  to 
species  which  closer  study  may  distinguish.  Thus  there  are 
species  of  Actcea  which  have  the  berries  either  waxy  white  or 
crimson,  and  in  about  equal  quantities.  Numerous  species  of 
Delphinium  have  the  flowers  either  pink  or  blue.     In  species 


372  COOK 

of  Aconitum  purple  and  creamy  or  greenish  white  flowers  are 
described.  Pink  flowers  also  appear  occasionally  as  definite 
variants  of  white-flowered  species  of  Achillcea. 

Semisexual  Species.  —  A  species  consisting  of  bisexual  organ- 
isms divided  into  semisexes,  that  is,  into  groups  differing  in 
characters  which  conduce  to  interbreeding  between  the  groups. 

This  is  the  condition  reached  by  many  species  in  which  the 
individuals  are  all  bisexual,  but  differ  among  themselves  in  char- 
acters which  insure,  or  at  least  facilitate,  cross-fertilization.  In 
the  well  known  instance  of  Lythrum  there  are  three  castes  of 
plants  with  short,  medium,  and  long  styles  and  filaments,  and 
three  different  kinds  of  pollen  grains  and  stigmatic  papillae.  A 
long-styled  plant  produces  only  short  and  medium  stamens,  and 
must  be  fertilized  by  pollen  from  long  stamens,  to  be  found 
only  on  other  plants.  The  semisexes  of  the  primrose  were 
described  by  Darwin.  Similar  conditions  are  known  in  Oxalis, 
Houstonia,  and  many  other  genera. 

Among  plants,  at  least,  it  might  appear  that  semisexual  con- 
ditions are  more  advantageous  than  the  next  stage  of  completely 
differentiated  sexes.  Cross-fertilization  is  secured,  but  at  the 
same  time  all  individuals  may  produce  seed,  and  not  merely 
half  of  them.  That  complete  sexual  differentiation  has  been 
attained  notwithstanding,  and  in  so  many  different  groups, 
affords  an  intimation  of  the  importance  of  symbasic  heterism  in 
the  structural  economy  of  organisms.  The  fact  loses  none  of 
its  significance  if  we  reflect  that  the  complete  separation  of  the 
sexes  in  plants  reduces  by  half  the  facilities  of  the  species  for 
producing  seeds.  All  individuals  being  stationary,  the  males 
can  contribute  to  the  welfare  of  species  by  none  of  the  accessory 
habits  which  have  been  so  richly  developed  among  the  animals. 
Indeed,  it  is  by  no  means  unlikely  that  the  tendency  of  selective 
influence  on  many  plants  has  been  to  keep  them  in  the  semi- 
sexual condition,  sexually  differentiated  only  far  enough  to 
secure  cross-fertilization,  but  not  far  enough  to  preclude  the 
production  of  seeds  by  all  individuals. 

Sexual  Species. — A  species  consisting  of  unisexual  organ- 
isms, or  divided  into  two  sexes,  male  and  female,  so  that  inter- 
breeding between  the  sexes  is  necessary  to  reproduction. 


ASPECTS    OF    KINETIC    EVOLUTION  373 

The  complete  separation  of  species  into  two  sexes  is  the  con- 
dition obtaining  in  all  the  higher  animals,  both  vertebrates  and 
arthropods,  as  well  as  in  many  of  the  lower  animals,  and  in 
numerous  plants.  It  has  been  found  recently  that  even  among 
the  moulds  and  other  lower  fungi  the  plant  body,  or  mycelium, 
is  of  two  kinds,  and  that  spores  are  produced  only  when  these 
are  brought  together. 

Secondary  sexual  characters  are  of  two  kinds,  or  may  be  so 
considered :  (i)  Those  which  are  accessory  to  reproductive 
processes,  or  assist  in  caring  for  the  seeds,  eggs,  or  young, 
such  as  the  mammas  of  the  higher  animals  ;  (2)  those  which 
are  merely  the  result  of  accumulation  of  differences  which  add 
to  the  heterism  or  internal  diversity  of  the  species,  such  as  the 
manes,  beards,  tail-feathers  or  sexual  differences  of  color  or 
form  which  are  of  no  use  in  reproduction  or  in  the  environ- 
mental relations  of  the  species. 

The  environmental  uselessness  of  many  sexual  differences  is 
an  obvious  and  well  known  fact.  Not  only  do  the  two  sexes 
generally  occupy  exactly  the  same  environment  with  equal  suc- 
cess, but  the  presence  or  absence  of  many  sexual  character- 
istics may  have  no  practical  significance  for  the  individual. 
Some  varieties  of  mankind  are  beardless  ;  some  have  beards 
only  late  in  life,  and  some  have  beards  in  early  manhood,  but 
cut  them  off  without  appreciable  detriment.  The  uselessness 
of  such  characters  is  shown  even  more  strikingly  in  certain 
species  of  beetles.  Some  of  the  males  are  scarcely  distin- 
guishable externally  from  the  females,  while  others  have  the 
head  or  thorax  fantastically  modified  by  the  growth  of  long, 
heavy,  antler-like  processes.  It  is  easy  to  understand  that  for 
all  the  males  to  be  thus  encumbered  might  be  a  serious  handi- 
cap to  the  species. 

It  may  be  that  selection  will  help  to  explain  why  such  fea- 
tures commonly  pertain  to  the  male  sex.  Great  diversity  among 
the  females  would  interfere  with  recognition  by  males  unless 
their  instincts  were  modified  in  a  corresponding  manner.  More- 
over, variation  is  the  more  practicable  in  the  male  sex  because 
the  extent  of  the  coordination  necessary  among  the  bodily  or- 
gans is  not  so  great.     Variation,  which   in  the  females   might 


374  COOK 

have  occasioned  serious  functional  derangements  or  might  have 
too  greatly  increased  the  difficulties  of  existence,  can  be  toler- 
ated by  the  males  without  injury  to  the  species. 

That  secondary  sexual  characters  are  often  so  completely 
without  function,  in  the  ordinary  sense  of  the  word,  does  not 
mean  that  they  are  of  no  value  to  the  organism.  With  refer- 
ence to  the  environment  they  are  often  worse  than  useless,  but 
in  the  physiology  of  descent  they  may  have  an  important  func- 
tion. The  existence  of  two  sexes  doubles,  as  it  were,  the  sym- 
basic  effect  of  cross-fertilization,  by  permitting  the  accumulation 
of  two  sets  of  variations,  a  second  reason  for  the  more  rapid 
progress  made  by  sexually  diversified  organisms. 

What  has  been  called  organic  evolution  has  been  thought  of 
too  exclusively  from  the  environmental  side.  Evolution  has  an 
internal  as  well  as  an  external  function ;  it  has  a  bearing  upon 
the  quality  of  organisms,  as  well  as  upon  quantity.  Species  are 
advantaged  not  only  by  characters  which  give  them  a  wide 
range  and  permit  the  propagation  of  large  numbers,  but  it  is  of 
equal  importance  that  the  vitality  of  the  species  be  maintained 
through  the  provision  of  adequate  diversity  of  descent,  as  as- 
sured by  sexual  specialization  and  by  the  access  of  new  varia- 
tions. 

The  doctrine  of  sexual  selection  was  invented  by  Darwin  to 
explain  the  so-called  secondary  characters,  differences  admit- 
tedly useless  from  the  environmental  standpoint,  the  two  sexes 
of  a  species  being  subject,  generally,  to  identical  external  con- 
ditions. And  yet  there  is  everywhere  manifest  a  tendency  to 
the  further  accentuation  of  sexual  diversities,  which  are  by  no 
means  confined  to  man,  or  to  the  higher  animals  in  which  esthetic 
instincts  have  been  attained. 

Viewed  as  specializations  of  heterism,  secondary  sexual  char- 
acters have  an  obvious  and  general  utility,  though  of  an  internal 
nature.  A  species  with  two  separated  sexes  is  the  stronger 
because  it  can  accumulate  two  lines  of  variations.  Symbasic 
interbreeding  becomes,  as  it  were,  doubly  effective,  and  the 
stimulus  of  diversity  can  be  utilized  for  a  much  longer  period  than 
if  the  character  were  to  spread  to  all  the  members  of  the  species. 

If  the  present  interpretation  of  the  facts  be  correct,  we  have 


ASPECTS    OF    KINETIC    EVOLUTION  375 

in  the  familiar  phenomenon  of  sex  an  example  of  a  fundamental 
evolutionary  principle  which  has  thus  far  escaped  formal  recog- 
nition. Heterism  is  a  concrete  property  or  requirement  for  con- 
structive evolution,  though  left  quite  out  of  account  in  theories 
which  have  thought  to  explain  organic  development  by  external 
influences  of  environment,  or  by  internal  "mechanisms  of 
heredity." 

Sex  specialization  in  species  corresponds  to  paragamy  in 
cells  ;  the  sustained  diversity  of  the  associated  sexes  is  curiously 
analogous  to  the  prolonged  separation  of  the  parental  chromo- 
somes. Sexuality  supplements  paragamy,  and  both  serve  the 
same  purpose  of  increasing  the  vitality  of  the  individual  organ- 
isms and  the  coherence  of  the  specific  networks  of  descent. 

Superscxual  Species.  —  A  species  consisting  of  organisms  of 
two  sexes,  but  with  one  or  both  sexes  again  subdivided  into 
two  or  more  kinds  of  individuals. 

That  the  uses  of  the  diversities  of  the  sexes  are  not  limited 
merely  to  the  reproductive  functions,  is  well  shown  by  the  fact 
that  specializations  of  heterism  are  sometimes  carried  beyond  the 
stage  of  definite  sexuality.  Thus  there  are,  among  the  sexually 
differentiated  higher  animals  and  birds,  numerous  instances  of 
the  existence  of  two  color-forms,  indifferently  intermingled,  but 
not  intergraded.  It  has  been  found,  for  example,  that  there 
are  in  eastern  North  America  two  kinds  of  screech-owls,  red  and 
gray,  which  are  not  separated  geographically  or  in  breeding. 

The  following  reference  to  the  occurrence  of  leopards  of  two 
colors  in  the  Malay  region  may  serve  as  a  sample  of  many 
similar  observations  among  the  mammals. 

"  Man}"  of  the  hunters  I  have  met,  and  some  of  the  authors  I 
have  read,  appear  to  consider  the  black  leopard  a  distinct 
species,  but  it  is  simply  a  freak  of  the  ordinary  spotted  leopard, 
just  as  the  silver  and  the  black  fox  are  freaks  from  the  common 
red.  In  a  litter  from  a  red  vixen  I  have  seen  a  silver  among 
red  pups ;  and  I  met  a  man  in  the  jungle  where  lower  Siam 
meets  the  Malay  Peninsula  who  had  found  a  black  among  the 
spotted  leopard's  cubs,  upon  which,  however,  the  spots,  of  course, 
are  not  very  clearly  defined  until  they  become  older." 

..."  I  noticed  after  I  got  its  pelt  off,  that  in  the  sun  it  had 


376  cook 

a  kind  of  watered  silk  appearance,  as  a  result  of  the  deeper 
black  of  the  spots,  which,  though  invisible,  were  really  there 
just  the  same."  l 

In  a  similar  case  of  supersexual  dichromatism  in  a  chrysomelid 
beetle  experiments  showed  that  the  two  color-forms  could  be 
separated  and  established  as  uniform  varieties  by  selective 
breeding.2  The  mating  of  black  individuals  produced  only 
black  offspring  in  the  first  generation,  while  matings  of  spotted 
individuals  continued  to  give  a  proportion  of  black  offspring 
until  the  third  generation. 

SPECIFIC    CONSTITUTIONS    MODIFIED     BY    RESTRICTED    DESCENT. 

This  is  the  second  form  of  diversity  of  constitutions  revealed 
by  cross-sections  of  networks  of  descent.  Unlike  the  specializa- 
tions of  heterism,  the  members  of  groups  formed  by  restricted 
descent  do  not,  of  course,  breed  together,  for  it  is  in  this 
that  the  restriction  of  descent  consists.  The  specializations  of 
heterism  are  in  accord  with  the  evolutionary  advancement  of  the 
species,  but  the  groups  formed  by  restricted  descent  are  removed 
from  the  conditions  of  free  interbreeding  and  of  normal  evolu- 
tionary progress.  They  represent,  instead,  the  different  stages 
of  a  process  of  deterioration. 

Symbasic  Species. — Species  with  descent  unrestricted,  con- 
sisting of  large  numbers  of  diverse  individuals  freely  inter- 
breeding in  a  broad,  continuous  and  regular  network  of  descent. 

A  species  is  not  merely  an  aggregation  of  organisms,  whether 
alike  or  different ;  the  organisms  are  connected  by  a  completely 
interwoven  fabric  of  lines  of  descent.  Such  plants  as  Portulaca 
oleracea,  Poa  pratensis  and  Ceratodon  purpureus,  may  serve 
as  examples  of  very  widely  distributed  symbasic  species. 

Porric  Species. — Species  made  up  of  partially  segregated 
subspecies.  The  cross-section  of  the  network  of  descent,  instead 
of  showing  a  rounded  or  regular  form, is  irregular,  or  partially 
subdivided  into  arms  or  branches. 

Widely  distributed   species,  but  locally  diversified,  like  the 

1  Whitney,  Caspar,  1904.     Outing  for  April,  p.  14. 

2McCracken,  I.,  1905.  A  study  of  the  Inheritance  of  Dichromatism  in  Lina 
Lapponica.     Journal  of  Experimental  Zoology,  2  :   117. 


ASPECTS    OF    KINETIC    EVOLUTION  m 

European  Helix  hortensis,  afford  the  best  examples  of  this  type  of 
intraspecific  diversity.  The  quail,  or  Virginia  partridge,  a  non- 
migratory  bird  widely  distributed  through  eastern  North  America 
from  New  England  to  Guatamala,  shows  many  local  subspecies 
connected  by  series  of  imperceptible  gradations.  The  sugar 
maple  of  eastern  North  America  has  several  geographical  sub- 
species. 

Stenic  Species. — Species  consisting  of  stens,  that  is,  of  nar- 
rowly segregated  subspecies,  domesticated  varieties,  or  breeds, 
propagated  by  sexual  reproduction. 

As  a  result  of  propagation  by  narrow  breeding,  the  individual 
members  of  a  sten  are  much  more  nearly  uniform  than  those  of 
normal  symbasic  species,  or  even  than  those  of  geographical 
subspecies.  As  purely  stenic  species  may  be  mentioned  those 
which  do  not  exist  any  longer  in  the  wild  state,  but  are  made 
up  of  many  local  domesticated  varieties.  The  domesticated 
animals  fall  here,  except  as  they  may  represent  hybrids  of  dif- 
ferent wild  species.  Of  domesticated  plants  the  Indian  corn  or 
maize  is  the  best  example,  since  it  has  retained  a  complete  system 
of  cross-fertilization,  which  many  domesticated  plants  have  lost. 

Very  small,  closely  localized  natural  species,  like  the  remark- 
able Hawaiian  land-snails  upon  which  Gulick  has  based  his 
theory  of  evolution  by  isolation,  represent  essentially  the  same 
condition  of  restricted  descent  as  domesticated  stenic  varieties. 

Linic  Species. — Species  composed  of  separate,  parallel  or 
slightly  diverging  lines  of  descent,  propagated  by  autogamy  or 
parthenogenesis,  and  not  united  into  a  network. 

Wheat  and  barley  are  perhaps  the  most  conspicuous  examples 
of  linic  species  among  domesticated  plants,  though  many  other 
species  are  autogamous,  with  more  or  less  consistencv-  Strict 
line  breeding  is  not  possible,  of  course,  among  the  sexually 
differentiated  higher  animals,  but  is  sometimes  approached  by 
what  is  called  in-and-in  breeding  of  closely  related  individuals. 

Line-bred  organisms  are  extremely  uniform,  even  more  so 
than  stens.  Self-fertilization  involves  only  the  combination 
of  gametes  of  the  same  origin  and  probably  of  very  nearly 
identical  nuclear  configuration  ;  at  least  there  is  even  less  varia- 
tion.     Linic  species  occur  in  nature  as  in  the  well-known  in- 


378  cook 

stances  of  Hieracium  upon  which  Nageli  based  his  theory  of 
evolution  in  a  definite  direction.  The  persistence  by  partheno- 
genesis of  the  individual  differences  of  transplanted  specimens 
was  accepted  as  proving  that  variation  held  to  definite  directions. 

Likewise  De  Vries  has  made  use  of  linic  autogamous  species 
of  Draba  to  illustrate  his  conception  of  elementary  species. 
The  uniformity  and  stability  of  the  line-bred  plants  has  been 
taken  to  represent  the  normal  condition  of  species,  and  the  in- 
ference has  been  made  that  the  species  recognized  in  nature  by 
taxonomists  are  generally  composed  of  similar  independent 
units,  the  effect  of  the  method  of  propagation,  to  resolve  the  spe- 
cies into  separate  lines  of  descent,  being  left  out  of  consideration. 

Clonic  Species.  —  Species  consisting  of  separate  lines  of  de- 
scent continued  by  vegetative  propagation  alone. 

Clones,  like  lines,  are  propagated  from  single  individuals, 
but  by  vegetative  processes  only,  so  that  variation  is  almost 
completely  avoided.  Nevertheless,  even  vegetatively  propa- 
gated plants  are  not  completely  uniform.  Clonic  groups  of  the 
same  origin  often  show  fine  gradations  of  diversity,  and  occa- 
sional mutative  variations  are  known. 

Clones  do  not  exist,  of  course,  among  the  higher  animals,  but 
they  areexceedingly  numerous  among  plants.  Several  domes- 
ticated species  now  exist,  as  far  as  known,  only  in  this  form. 
The  horse-raddish,  sweet-potato,  banana,  arracacha,  yautia  and 
taro  may  be  mentioned  as  seedless  plants,  but  large  numbers  of 
others  are  nearly  seedless  or  have  varieties  which  are  seedless. 

THEORIES    OF    EVOLUTION    BY    RESTRICTED    DESCENT. 

It  is  a  noteworthy  fact  that  the  earlier  theories  of  evolution, 
including  those  of  Darwin,  Nageli,  Gulick  and  De  Vries,  have 
been  based  upon  one  or  another  condition  of  restricted  descent. 
The  kinetic  theory  is  the  only  suggestion  of  a  method  of  evolu- 
tion applicable  to  conditions  of  unrestricted  descent.  The  pre- 
disposition to  see  in  restricted  descent  ideal  conditions  of  evolu- 
tion has  been  strengthened,  if  it  has  not  been  wholly  supported, 
by  the  fact  that  it  is  only  in  restricted  descent  that  the  traditional 
ideal  of  heredity  can  be  applied.  Only  narrow-bred  organisms 
afford  even  an  approximate  identity  of  form  and  structure. 


ASPECTS    OF    KINETIC    EVOLUTION  379 

De  Vries,  Gulick  and  Nageli  have  given  their  chief  attention 
to  extreme  forms  of  restriction,  like  those  of  Draba,  Achatinclla 
and  Hieracium.  Darwin  kept  much  nearer  to  the  consideration 
of  natural  conditions,  though  his  doctrine  of  selection  implies 
that  evolutionary  progress  depends  entirely  upon  the  plan  of 
causing  species  to  change  by  restricting  the  descent  of  the  com- 
ponent individuals.  In  the  kinetic  theory,  it  need  scarcely  be 
repeated,  the  result  of  selective  restriction  is  not  evolution,  but 
specialization.  The  evolutionary  motion  would  still  take  place 
if  the  selective  restrictions  of  descent  were  not  imposed. 

COMBINED    FORMS    OF    SUBSPECIFIC    DIVERSITY. 

Modifications  of  the  constitution  of  species  by  specializations 
of  heterism  do  not  interfere  with  the  attainment  of  the  other  form 
of  diversity  by  restricted  descent.  Thus  a  sexual  species  may 
be  partially  segregated  into  geographical  subspecies  or  may  be 
narrowed  still  further  into  the  stenic  condition  of  domesticated 
varieties  and  breeds.  Linic  and  clonic  subdivisions  of  sexually 
differentiated  species  do  not  occur,  of  course,  among  the  higher 
animals,  being  limited  to  the  lower  groups  and  to  plants  which 
have  the  power  of  sexual  propagation  or  of  parthenogenetic  de- 
velopment. But  even  among  the  cultivated  plants  it  does  not 
appear  that  any  sexually  differentiated  species  has  been  resolved 
completely  into  the  clonic  condition.  There  are  large  numbers 
of  clonic  female  varieties  of  figs  and  date-palms,  but  the  male 
trees  are  usually  recruited  from  chance  seedlings,  so  that  the 
network  of  descent  is  not  entirely  destroyed.  The  female  half 
of  the  species  is  represented  by  vegetatively  propagated  clones, 
but  on  the  male  side  miscellaneous  individual  diversity  remains. 

The  existence  of  restricted  subspecific  groups  may  not  inter- 
fere in  the  least  with  the  maintenance  of  a  normal  specific  net- 
work of  descent.  A  widely  distributed  symbasic  species  may 
have  a  few  porric  subspecies  as  a  result  of  the  partial  isolation 
of  particular  localities.  Special  conditions,  such  as  an  alpine 
climate,  might  restrict  a  part  of  a  species  to  linic  or  clonic 
propagation  while  the  remainder  retained  fully  symbasic  condi- 
tions of  descent.  Through  the  fabric  of  broadly  diversified 
descent  there  may  run  narrowly  compact  strands  composed  of 


380  COOK 

linic  or  clonic  individuals,  which  no  longer  share  the  symbasic 
interbreeding  of  the  group  and  afford  no  true  criterion  of  the 
conditions  under  which  evolution  goes  forward.  Just  as  most 
planets  are  attended  by  satellites,  so  species  are  sometimes 
found  to  be  supplemented  by  small  subspecific  adjuncts,  little 
species-like  groups  of  organisms  which  some  have  taken  for 
new  or  incipient  species,  but  which  stand  in  a  permanently  sub- 
ordinate or  retrograde  relation  to  the  evolutionary  part  of  the 
species. 

LIMITATIONS    OF    CLONIC    PROPAGATION. 

Vegetative  propagation,  whether  in  nature  or  in  domestication, 
appears  to  conduce  always  to  seedlessness.  Some  have  thought 
to  explain  this  fact  by  reference  to  the  superiority  of  the  asexual 
over  the  sexual  propagation.  This  reasoning  is  scarcely  ade- 
quate, in  view  of  the  fact  that  much  larger  numbers  of  species 
have  retained  their  capacity  of  producing  seeds,  though  regu- 
larly supplementing  the  sexual  by  the  vegetative  propagation. 
The  greater  probability  is  that  the  decline  of  sexual  fertility  in 
vegetatively  propagated  types  is  a  symptom  of  deterioration, 
just  as  sterility  is  a  frequent  characteristic  of  abnormal  vari- 
ations or  of  hybrids. 

The  formation  of  the  sex-cells,  as  we  now  know,  is  a  highly 
specialized  and  complicated  process,  and  it  is  easy  to  understand 
why  it  should  be  the  first  of  the  physiological  functions  to 
become  deranged  and  inefficient.  It  is  known  also,  from  the 
behavior  of  hybrids  and  mutations,  that  vegetative  vigor  has  no 
direct  relation  or  apparent  connection  with  reproductive  vigor. 
Indeed,  sterile  hybrids  and  mutations  often  show  great  and 
notably  superior  strength  and  longevity,  due,  we  may  suppose, 
to  the  stimulation  which  attends  new  variations.  This  con- 
sideration may  also  explain  why  clonic  and  linic  species  usually 
appear  to  consist  of  definite  groups  of  closely  similar  individuals. 
These  groups  may  have  originated  by  individual  mutative  vari- 
ations of  notable  vegetative  vigor,  which  have  on  this  account 
survived  or  crowded  out  the  weakening  survivors  of  the  original 
symbasic  species  or  other  variations  less  recent  or  less  vigorous. 

The  disastrous  effects  of  inbreeding  among  the  higher  ani- 
mals have  been  known  for  centuries,  and  are  taken  into  account 


ASPECTS    OF    KINETIC    EVOLUTION  38 1 

by  all  breeders.  That  the  same  principles  apply  to  plants,  has 
remained  in  doubt  for  two  reasons  :  (1)  The  much  less  com- 
plex organization  and  less  specialized  tissues  of  plants  render 
many  of  them  less  acutely  dependent  upon  cross-fertilization. 
(2)  The  plants  which  have  been  longest  under  cultivation  are 
not  grown  for  their  seeds  and  are  propagated  asexually,  so 
that  their  decline  in  reproductive  fertility  has  not  diminished 
their  economic  value.  No  plant  valued  for  its  seeds  has  been 
propagated  other  than  from  seeds  for  any  considerable  period.1 
Numerous  tropical  root-crops  and  fruits,  such  as  the  sweet-po- 
tato, yam,  agave,  sugar-cane,  banana,  pine-apple,  and  bread- 
fruit have  been  grown  for  thousands  of  years  from  cuttings,  prob- 
ably without  the  interposition  of  a  single  seedling  generation. 
In  a  sexually  propagated  species  inbreeding  would  have  led 
long  since  to  extinction,  but  these  clonic  varieties  are  still  ex- 
tremely vigorous.  Nevertheless,  such  species  do  not  form  a 
real  exception  to  the  rule  of  deterioration  under  inbreeding,  since 
a  very  large  proportion  of  them,  belonging  to  many  and  very 
diverse  families,  have  shown  this  tendency  towards  seedlessness. 
The  reduction  or  elimination  of  the  reproductive  parts  has 
been  ascribed  by  some  to  selection,  and  by  others  to  a  supposed 
biological  law  of  paucity  which  causes  useless  parts  to  disap- 
pear. No  basis  of  fact  has  been  shown,  however,  for  either  of 
these  explanations  ;  unassisted  nature  supplies  us  with  instances 
like  Sphagnum  and  Lunularia  to  which  neither  would  logic- 
ally apply,  but  which  would  be  well  accommodated  in  the 
view  that  continued  asexual  propagation,  like  other  forms  of 
isolation,  weakens  the  reproductive  powers.  This  law  would 
also  explain  why  the  absence  of  sexual  reproduction  ap- 
pears only  as  the  character  of  aberrant  species  or  genera,  and 
has  not  been  able  to  persist  for  a  period  long  enough  to  permit 
the  differentiation  of  organic  groups  of  higher  systematic  rank. 
Botanists  seem  not  to  have  ascertained  the  existence  of  any  wild 
phanerogamous  plant  which  is  always  and  everywhere  seedless. 

'Apparent  exceptions  to  this  rule  appear  only  among  trees,  such  as  the 
almond  and  the  pistache,  where  the  normal  long  life  of  the  individual  may  be 
thought  of  as  lessening  the  period  of  vegetative  propagation,  if  counted  by 
generations. 


382  COOK 

The  opinion  has  long  existed  among  horticulturists  that  varie- 
ties of  fruit  trees  tend  to  deteriorate,  but  a  biological  explana- 
tion has  been  lacking  thus  far.  The  most  prominent  horticul- 
tural writer  to  defend  such  a  view  is  Burbidge,  who  holds  that 
budding  and  grafting  are  artificial  and  unnatural  processes,  for 
which  propagation  by  rooted  cuttings  should  be  substituted. 
The  analogy  of  the  seedless  tropical  root-crops  indicates  that 
the  use  of  cuttings  would  afford  no  protection  against  the  grad- 
ual reduction  of  fertility,  though  the  suppression  of  seeds  in 
fruit  trees  may  not  be  an  undesirable  symptom,  except  when  it 
is  accompanied  by  a  deterioradon  in  quality.  Only  a  few  hor- 
ticultural varieties  have  been  propagated  as  clones  for  more  than 
a  century,  but  the  advance  of  sterility  has  already  become  ap- 
preciable to  nurserymen,  who  are  careful  to  plant  seeds  from 
seedling  trees,  in  the  belief  that  these  germinate  better  and  pro- 
duce more  vigorous  stocks  than  the  fruit  of  grafted  clonic 
varieties. 

That  superior  varieties  are  commonly  deficient  in  vigor  is  thus 
explainable  without  reference  to  any  special  perversity  of  nature  ; 
such  varieties  may  owe  their  reproductive  debility  to  the  fact 
that  they  have  been  more  carefully  and  persistently  propagated 
without  crossing.  Some  varieties  of  peaches,  for  example, 
yield  a  very  small  percentage  of  viable  seed.  In  France  many 
attempts  to  secure  seedlings  of  the  "Alexander"  have  failed. 
This  variety  and  the  very  similar  "  Amsden  "  appeared  about 
the  same  time  and  are  supposed  to  be  seedlings  of  "  Hale's 
Early,"  a  variety  also  notably  deficient  in  reproductive  fertility, 
since  only  about  ten  per  cent,  of  the  seeds  germinate.  The 
seedlings  of  "  Hale's  Early"  are  also,  as  a  general  rule,  very 
diverse,  without  close  resemblance  to  the  parent  or  to  each  other. 
The  variety  called  "  Hill's  Chili  "  affords  an  instructive  contrast, 
in  that  practically  all  the  seeds  germinate  and  about  ninety  per 
cent,  of  the  seedlings  come  true  to  the  parental  type,  leaving 
about  ten  per  cent,  of  variations.1 

Obviously,  the  evolutionary  status  of  these  two  varieties  is 
very  different ;  one  is  entering  upon  the  stage  of  mutative  aber- 

'For  these  interesting  facts  I  am  indebted  to  Mr.  William  A.  Taylor,  of  the 
United  States  Department  of  Agriculture. 


ASPECTS    OF    KINETIC    EVOLUTION  383 

ration,  while  the  other  is  approaching  that  of  complete  sterility. 
Horticulturists  have  not  uncommonly  believed  that  the  longer 
the  succession  of  "  grafted  generations  "  of  tree  fruits  the  greater 
the  likelihood  of  deviations  from  the  type  of  the  original  seedling, 
but  this  idea  seems  not  to  have  received  scientific  consideration 
or  support,  perhaps  because  it  appeared  to  contradict  the  opinion 
of  Darwin1  and  many  other  evolutionary  writers  who  have  held 
that  characters  can  be  permanently  "  fixed  "  by  inbreeding,  or 
close  selective  segregation,  of  which  propagation  by  cuttings 
may  be  taken  to  be  the  extreme  form.  The  kinetic  theory  of 
evolution  permits  us  to  understand,  however,  that  the  "fixity" 
to  be  secured  either  by  inbreeding  or  by  asexual  propagation  is 
only  relative,  and  that  its  result  in  both  cases  is  to  predispose 
the  organism  to  abrupt  variations  and  reproductive  debility. 

ORIGIN    OF    LINIC    AND    CLONIC    CONDITIONS. 

The  occurrence  of  self-fertilization ,  parthenogenesis,  and  vege- 
tative propagation  in  nature  has  undoubtedly  caused  many 
writers  to  suppose  that  these  methods  of  descent  represent 
truly  normal  evolutionary  conditions.  Indeed,  no  abnormality 
need  be  charged  in  the  many  cases  where  the  species  maintains  at 
the  same  time  the  normal  network  of  descent  by  sexual  repro- 
duction with  free  interbreeding.  The  abnormal  condition  super- 
venes when  the  species  loses  its  network  of  symbasic  descent 
and  is  resolved  into  disconnected  lines.  Such  a  condition  may 
result  whenever  the  normally  sexual  and  symbasic  reproduction 
becomes  less  effective  than  autogamous  or  purely  vegetative 
methods  of  propagation.  Thus,  in  such  little  plants  as  Draba 
and  Viola,  which  have  to  avoid  the  competition  of  larger  neigh- 
bors by  blossoming  early  in  the  spring,  the  non-symbasic 
methods  of  propagation  take  on  great  importance,  for  insects 
are  scarce  and  the  weather  often  so  inclement  as  to  completely 
prevent  the  transfer  of  pollen. 

Similarly,  in  alpine  and  arctic  conditions,  vegetative  propaga- 
tion is  much  safer,  and  usually  much  more  successful  than  sex- 
ual reproduction.  The  short  and  treacherous  seasons  often  pre- 
vent the  ripening  of  seed.     The  formation  of  apogamic  bulblets 

'The  Effects  of  Cross  and  Self-Fertilization  in  the  Vegetable  Kingdom,  p.  27. 


384  COOK 

instead  of  flowers  is  frequent  among  the  saxifrages  and  other 
Arctic  plants,  though  many  similar  instances  are  known  in  natives 
of  temperate  and  tropical  regions. 

Wheat  and  barley,  and  to  a  less  degree  several  other  domes- 
ticated plants,  have  been  unconsciously  selected  towards  autog- 
amy in  a  similar  manner,  by  being  cultivated  far  to  the  north 
of  their  original  habitats.  In  unfavorable  seasons  only  the 
autogamously  fertilized  seeds  would  ripen.  The  wild  relatives 
of  all  these  plants,  so  far  as  known,  have  facilities  for  cross- 
fertilization. 

That  autogamy  and  other  forms  of  restricted  descent  conduce 
to  the  breaking  up  of  species  into  small  subspecific  groups,  is  well 
shown  among  the  cereals.  The  rye  plant  has  retained  and  even 
accentuated  its  provisions  for  cross-fertilization,  and  has  kept 
its  position  as  a  relatively  normal  coherent  species,  instead  of 
falling  apart  into  distinct  varieties.  Cross-fertilization  has  also 
been  fully  maintained  in  the  corn  plant,  but  here  the  large  size 
of  the  seeds  and  their  compact  grouping  on  the  ears  greatly  facili- 
tate selection,  and  have  favored  the  establishment  of  many  local 
varieties. 

RELATION    OF    LINIC    TO    CLONIC    PROPAGATION. 

The  fact  that  reproductive  fertility  deteriorates  more  rapidly 
than  vegetative  vigor,  when  organisms  are  placed  under  condi- 
tions of  restricted  descent,  is  to  be  correlated  with  another  phe- 
nomenon, discovered  by  Darwin,  that  autogamous  fertilization 
is  sometimes  superior  to  more  miscellaneous  methods  of  narrow 
inbreeding.  This  fact  has  been  generally  accepted  to  mean 
that  autogamy  and  heterogamy  are  both  normal  evolutionary 
conditions.  In  the  kinetic  interpretation  it  does  not  appear 
that  autogamy  is  a  truly  normal  and  progressive  state.  The 
superiority  of  strict  autogamy  over  more  miscellaneous  inbreed- 
ing appears  explainable  by  analogy  with  parthenogenesis  and 
vegetative  propagation.  All  three  processes  can  be  viewed  as 
methods  of  postponing  deterioration  from  restricted  descent,  by 
omitting  the  nuclear  readjustments  which  are  required  in  normal 
sexual  reproduction.  When  diversity  of  descent  is  no  longer 
sufficient  for  normal  readjustments,  degeneration  begins,  in  the 
form  of   mutative    variations.     These    usually    fall   below    the 


ASPECTS    OK    KINETIC    EVOLUTION  385 

parental  standards,  or.at  least  diverge  from  them  so  seriously  as 
to  injure  the  commercial  value  of  the  crop,  as  strikingly  shown 
in  the  tobacco  varieties  studied  by  Mr.  A.  D.  Shamel.1 

Seed  produced  by  autogamous  fertilization  yields  plants  of 
very  much  greater  uniformity,  and  it  is  in  this  fact  that  their 
superiority  lies.  The  plants  were  not  better,  as  individuals,  than 
some  of  those  produced  by  the  more  miscellaneous  breeding,  but 
the  tendency  to  degenerate  variation  had  been  avoided,  or  at 
least  postponed. 

Such  facts  do  not  appear  to  warrant  any  general  contrast 
between  cross-fertilization  and  self-fertilization,  but  only  between 
narrow  breeding  and  line  breeding,  and  of  these  the  line  breed- 
ing appears  to  be  superior  because  it  constitutes  an  approxima- 
tion to  vegetative  propagation  and  avoids  the  need  of  nuclear 
readjustments  with  inadequate  diversity  of  descent.  The  union 
of  two  nuclei  which  are  the  autogamous  progeny  of  the  same 
individual  organism,  can  hardly  require  any  new  adjustments 
to  be  made.  The  formalities  of  sexual  reproduction  are  ob- 
served, but  diversity  of  descent,  which  gives  physiological  value 
and  evolutionary  significance  to  the  process,  has  been  eliminated. 
Self-fertility  and  parthenogenesis,  like  vegetative  propagation, 
have  value  only  as  means  of  avoiding,  for  a  time,  the  normal 
results  of  restriction  of  descent,  not  because  they  represent 
normal  evolutionary  methods  of  organic  succession. 

DIVERSITY    REACTIONS    IN    RESTRICTED    DESCENT. 

Efforts  toward  the  selective  improvement  of  domesticated 
plants  and  animals  have  been  accompanied  everywhere  by  the 
narrowing  of  the  lines  of  descent,  and  often  by  close  inbreed- 
ing. How  far  this  abnormal  condition  is  responsible  for  the 
results  of  experiments  with  domesticated  species,  and  how  far 
these  results  are  of  general  evolutionary  significance,  remains 
to  be  considered.  Most  of  our  important  food-plants  were 
domesticated  long  before  the  period  covered  by  human  history 
or  tradition,  so  that  the  general  claim  of  selective  improve- 
ment through  thousands  of  years  could  not  be  denied,  and  has 

'Shamel,  A.  D.,  1906.  The  Effect  of  Inbreeding  in  Plants.  Yearbook  of  U. 
S.  Department  Agriculture  for  1905,  p.  3S6. 


386  COOK 

continued  to  be  accepted  as  a  sufficient  cause  of  the  extensive 
modifications  which  have  taken  place. 

The  question  has  been  debated  at  length  on  theoretical 
grounds,  but  without  decisive  results,  since  it  appeared  to  lie 
outside  the  range  of  experimental  determination,  owing  to  the 
vast  periods  of  time  which  have  figured  in  the  calculation. 
Fortunately,  all  plant  cultures  are  not  the  same  in  method  or  in 
history,  and  the  so-called  Arabian  coffee  furnishes  an  instructive 
contrast  with  other  domesticated  species.  Coffee  has  prob- 
ably not  been  in  cultivation  much  more  than  a  thousand  years, 
and  has  existed  but  a  few  centuries,  or  often  only  a  few  decades, 
in  its  present  centers  of  production.  It  is  not  an  annual,  but  a 
shrub,  or  small  tree,  the  selective  improvement  of  which  would 
require  more  years  than  planters  generally  expect  to  give  to  the 
business.  Plantations  are  generally  large,  and  experiments 
with  individual  trees  are  difficult  and  time-consuming,  so  that  it 
is  only  within  recent  years  that  the  securing  of  improved  varie- 
ties of  coffee  has  received  serious  attention.  The  evolutionary 
factors  of  selection  and  of  long  periods  of  local  influences  of 
soils  and  climates  are  thus  alike  absent,  and  yet  there  is  no  lack 
of  coffee  varieties  with  abundant  diversity  in  form,  habit  and 
color.  Their  general  similarity  consists  only  in  being  inferior 
in  fertility  to  the  parent  type. 

So  much  has  been  written  upon  the  improvement  of  plants  by 
domestication  and  selection  that  this  inferiority  of  coffee  varie- 
ties may  seem  exceptional,  but  the  apparent  anomaly  disappears 
if  we  reflect  that  fruit  trees  and  other  horticultural  plants  sup- 
posed to  have  been  greatly  improved  in  domestication  are  not 
grown  for  the  seeds,  and  hence  complete  fertility  in  the  sexually 
reproductive  sense  has  been  a  minor  consideration  or  even  a 
positive  disadvantage ;  indeed,  with  many  plants  it  has  been 
one  of  the  direct  objects  of  selection  to  reduce  the  number  of 
seeds  or  to  eliminate  them  completely.  More  or  less  seedless 
abnormalities  are  valuable,  for  example,  among  the  grapes, 
plums,  and  oranges.  If  coffee  were  cultivated  as  an  edible 
fruit  the  new  sorts  would  be  of  use,  since  thicker  pulp  and 
smaller  seeds  are  frequent  characteristics  of  the  berries  ;  indeed, 
a  coffee  which  did  not  produce  any  normally  developed  seeds 


ASPECTS    OF    KINETIC    EVOLUTION  387 

was  found  in  1903  in  Costa  Rica.  As  ornamentals,  some 
variations  offer  new  colors  and  greater  abundance  of  flowers, 
and  the  foliage  and  habit  of  the  trees  sometimes  deviate  strik- 
ingly from  the  normal  or  parent  form.  Unfortunately,  the 
planters  would  find  an  advantage  only  in  the  direction  of  increas- 
ing the  number,  size,  or  weight  of  the  seeds  themselves,  and 
they  accordingly  pronounce  the  new  varieties  worthless. 

Similar  abrupt  variations  of  many  cultivated  plants  and  animals 
were  studied  and  described  by  Darwin  as  "sports,"  but  it  was 
also  known  to  him  that  such  variations  are  relatively  infertile 
and  do  not  persist  in  the  presence  of  the  normal  or  less  closely 
inbred  types,  so  that  it  has  remained  for  Professor  De  Vries  to 
base  upon  such  variations  a  general  theory  of  evolution.  The 
variations,  or  sports,  chiefly  studied  by  Professor  De  Vries  are 
those  of  an  evening  primrose  native  in  North  America  and 
escaped  from  cultivation  in  Holland,  and  thus  accidentally  seg- 
regated from  the  wild  stock  of  its  species.  It  belongs,  like 
the  coffee,  to  a  family  in  which  there  are  specialized  provisions 
to  assist  cross-fertilization,  so  that  the  early  manifestation  of  ihe 
effects  of  inbreeding  might  be  expected. 

The  variations  of  (Enothera  described  by  Professor  De  Vries 
seem  to  be  closely  parallel  to  those  of  coffee ;  most  of  them  are 
conspicuously  deficient  in  reproductive  fertility,  and  some  are 
quite  sterile.  This  relative  or  complete  sterility  of  sports,  or 
variations  secured  by  inbreeding,  warns  us  that  evolutionary 
inferences  founded  on  this  class  of  facts  must  be  carefully 
revised,  since  it  is  obvious  that  organisms  notably  deficient  in 
the  power  of  reproduction  can  not  be  expected  to  have  played 
a  large  role  in  the  process  of  organic  evolution.  Nature,  like 
the  coffee-plantevs,  requires  seeds  ;  reproductive  efficiency  is  the 
first  requisite  of  survival. 

A  general  evolutionary  significance  of  the  phenomena  of  muta- 
tions becomes  apparent  when  the  facts  are  interpreted  from 
the  standpoint  of  normal  heterism,  that  is,  as  reactions  from 
the  abnormal  uniformity  which  is  the  first  result  of  restricted 
descent.  The  diversity  of  mutations  is  greater  than  the  diver- 
sity of  normal  heterism,  but  this  is  in  entire  accord  with  what 
we  know  of  other  physiological  reactions  of  organisms.     Muta- 


388  COOK 

tions  are  at  once  degenerative  and  reconstructive,  just  as  the  high 
temperature  which  attends  many  diseases  of  the  human  organ- 
ism is  at  once  an  evidence  of  illness  and  an  indication  of  con- 
structive systemic  reaction.  Indiscriminate  crossing  of  muta- 
tive varieties  tends  to  restore  the  wild  type  of  the  species. 
Mongrel  dogs  are  wolfish  ;  mongrel  pigeons,  even  of  white 
ancestry,  are  blue ;  mongrel  roosters  become  red  in  approxi- 
mating the  primitive  game  breeds ;  mongrel  flowers  are  single 
and  small. 

Stronger  evidence  could  scarcely  be  demanded  for  proving 
that  the  interbreeding  of  the  members  of  a  species  is  a  measure 
of  organic  stability,  not  a  stationary  or  uniform  stability,  but  a 
stability  of  coherent  symbasic  motion. 

EXAGGERATED    HETERISM    OF    CLONIC    HYBRIDS. 

Further  evidence  that  mutations  are  reactions  from  abnormally 
restricted  descent  may  be  drawn  from  the  results  of  sexual  re- 
production among  clonic  varieties.  The  sexual  offspring  of 
plants  which  have  been  subjected  to  considerable  periods  of 
vegetative  propagation  always  show  a  very  large  amount  of  in- 
dividual diversity.  This  has  caused  them  to  be  reckoned  as 
hybrids,  though  in  reality  they  represent  a  very  distinct  type 
of  evolutionary  phenomena.  Each  clonic  variety  is,  after  all, 
only  an  individual  member  of  its  species,  and  as  such  varieties 
have  not  been  selected  or  bred  to  uniformity,  in  the  sense  of 
coming  true  to  seed,  they  and  their  offspring  might  be  expected 
to  retain  the  original  amount  of  heterism  or  normal  individual 
diversity  of  the  wild  type  of  the  species.  As  a  matter  of  fact 
the  sexual  offspring  of  clones  have  an  individual  diversity  of 
the  order  of  mutations.  The  only  difference  appears  to  be  that 
all  the  individuals  may  be  mutants,  instead  of  the  relatively 
small  percentages  usually  appearing  in  species  which  have  been 
subjected  to  courses  of  selective  inbreeding  for  the  elimination  of 
heterism. 

DIVERSITY    RELATIONS    BETWEEN    SUBSPECIES    WITH 
RESTRICTED    DESCENT. 

As  long  as  the  diversity  of  the  members  of  species  appears 
either  as  the  merely  accidental  or  arbitrary  result  of  environ- 


ASPECTS    OF    KINETIC    EVOLUTION  389 

mental  influence  or  of  mechanisms  of  heredity,  both  the  theory 
and  practice  of  evolution  remain  mysterious  and  contradictory. 
It  is  only  after  the  physiological  value  of  diversity  in  the  con- 
stitution of  species  has  been  recognized  that  we  begin  to  gain 
a  definite  appreciation  of  the  practical  bearings  of  evolutionary 
facts.  With  nature  wrongly  interpreted,  the  results  of  domesti- 
cation and  breeding  were  likewise  obscured  and  distorted.  As 
long  as  our  reckoning  was  based  on  the  false  ideal  of  unifor- 
mity and  stability  of  species,  it  was  not  possible  to  gain  an  orderly 
concept  of  even  the  simplest  of  evolutionary  relations,  or  to 
escape  from  the  confusion  and  contraditions  which  have  left 
even  the  most  concrete  investigators  in  hopeless  disaccord. 

Among  breeders  of  plants  there  exists  the  greatest  possible 
diversity  of  opinion  regarding  the  value  of  hybridizing  as  a 
means  of  securing  new  organic  forms  of  superior  agricultural 
utility.  Some  breeders  have  secured  very  valuable  hybrids, 
while  others  have  found  hybrids  of  no  use  at  all  as  a  means  of 
increasing  the  desirable  characters  of  the  species  which  they 
were  seeking  to  ameliorate.  To  explain  and  reconcile  this 
apparent  contradiction  is  not  only  a  matter  of  scientific  interest 
in  its  bearing  upon  the  general  subject  of  evolution  ;  it  is  also  of 
much  practical  importance  to  be  able  to  distinguish  between 
the  different  kinds  and  combinations  of  subspecific  groups  and 
to  avoid  a  waste  of  efforts  upon  methods  and  materials  which  do 
not  promise  useful  results. 

The  time  has  not  yet  come  for  the  establishment  of  absolute 
standards  and  criteria,  if  indeed  such  a  time  is  ever  to  come. 
There  are  unforseen  accidents,  not  only  in  the  best  regulated 
families,  but  in  nature  as  well.  It  is  the  rarely  unusual  cir- 
cumstance, the  exception  to  all  known  rules,  which  may  have 
great  interest  and  potential  value.  The  sterility  of  mules  is  one 
of  the  most  invariable  of  the  phenomena  of  hybridization,  and 
yet  fertile  mules  are  not  altogether  unknown,  nor  is  it  certain 
that  such  an  animal  might  not  be  a  means  of  securing  new  and 
desirable  variations  of  our  equine  stocks.  Hybrids  between  the 
different  species  of  bovine  animals  are  generally  fertile  and 
readily  made,  but  the  establishment  of  a  breed  combining  the 
blood  of  the  buffalo  and  the  domestic  cow  has  proved  difficult. 


390  cook 

For  the  practical  breeder,  as  for  the  scientific  investigator, 
nothing  should  be  taken  for  granted  until  verified  by  actual  ex- 
periment, but  it  is,  nevertheless,  useful  to  have,  if  possible,  a 
system  of  interpretation  by  which  results  once  attained  can  be 
understood,  and  proper  discrimination  made  between  the  rela- 
tive prosoects  of  alternative  fields  of  investigation.  Selections, 
mutations,  crosses  and  hybrids,  have  entirely  different  impor- 
tance in  different  groups,  depending  upon  the  nature  of  the 
characters  which  it  is  desired  to  secure,  and  upon  the  adapta- 
bility of  the  species  to  different  methods  of  propagation.  In  the 
amelioration  of  coffee,  for  example,  mutations  promise  little  be- 
cause of  their  smaller  production  of  seeds,  but  if  the  flowers  or 
pulp  of  the  berries  were  the  valuable  part,  mutations  would  be 
as  valuable  as  among  other  horticultural  species. 

Selection  and  hybridization  have  been  thought  of  as  two  alter- 
native methods  by  which  evolution  might  be  brought  about,  and 
the  debate  has  continued  as  to  which  is  the  better.  The  question 
could  never  be  answered  in  this  form,  for  the  assumption  on 
which  it  is  asked  is  a  false  one.  The  normal  species,  the  unit 
of  evolution,  is  neither  stationary  nor  uniform.  It  not  only 
makes  a  slow  and  gradual  advance,  as  a  whole,  but  it  manifests 
all  the  time  a  vast  diversity  among  the  different  individuals. 
Some  of  this  diversity  is  induced  by  the  environment,  but  much 
of  it  is  quite  spontaneous  and  continues  to  appear  even  in  a 
uniform  environment. 

The  value  of  selection  does  not  lie  in  any  power  to  cause 
these  inherent  differences ;  it  can  only  preserve  them  and  pre- 
vent, as  it  were,  the  swinging  back  of  the  pendulum  of  normal 
diversity.  The  alert  breeder  seeks  to  catch  it  at  its  highest  and 
to  hold  it  steadily  there.  It  cannot  be  held  forever,  as  is  now 
generally  recognized.  Sooner  or  later  the  selected  type  deterio- 
rates, and  shows  itself  inferior  to  some  more  recent  selection 
which  has  lost  less  of  the  normal  vigor  of  the  species. 

To  hybridize  selected  varieties  may  serve  merely  to  release 
the  pendulum  and  allow  it  to  swing  back  along  the  curve  of 
normal  diversity.  The  vast  majority  of  the  progeny  are  likely 
to  be  inferior  to  the  parents  in  the  special  qualities  which  have 
made  them  valuable.     Some  of  them  may  approach  the  standard, 


ASPECTS    OF    KINETIC    EVOLUTION  39I 

but  they  seldom  or  never  surpass  it.  The  breeder  concludes 
that  hybridizing  is  a  mistake  and  finds  that  much  more  can  be 
accomplished  by  selection.  This  conclusion  is  quite  correct  if 
he  is  dealing  only  with  long-domesticated  strains  of  plants  and 
animals,  and  if  he  wishes  to  obtain  from  them  the  greater  ac- 
centuation of  some  character  already  specialized  by  selection. 
If  the  varieties  are  not  too  unlike,  or  too  long  selected,  the  result 
of  crossing  will  be  to  restore  the  more  normal  but  less  desirable 
diversity.  If  the  varieties  crossed  are  somewhat  more  remote, 
the  diversities  may  balance  each  other  into  a  somewhat  uniform 
intermediate  average.  Still  longer  selection  may  establish  the 
specialized  characters  as  definitely  alternative,  in  the  Mendelian 
sense,  so  that  they  do  not  combine  again  into  a  single  hereditary 
pattern,  but  separate  regularly  into  the  two  original  components, 
as  in  the  pea  hybrids  studied  by  Mendel,  and  the  many  other 
instances  discovered  by  more  recent  investigators. 

In  none  of  these  three  cases  or  types  of  hybrids  is  there  any 
reason  to  expect  an  increase  of  characters  beyond  the  range  of 
accentuation  to  be  reached  by  selection  ;  they  all  involve,  instead,' 
a  lessening  of  the  amplitude  of  diversity  obtainable  through 
selection.  If  the  selective  specialization  of  characters  of  a  va- 
riety were  a  true  step  in  the  evolution  of  the  species,  these  kinds 
of  hybrids  could  be  called  reversions  or  retrogressions,  since 
they  appear  to  go  backward  and  undo  the  results  of  selection. 
To  call  them  reversions  is  very  misleading,  however,  from  the 
evolutionary  standpoint,  since  the  closely  selected  type,  however 
useful,  represents  only  a  temporary  and  abnormal  phenomenon, 
a  holding  of  the  pendulum  of  variation  to  one  side,  instead  of 
permitting  it  to  describe  its  normal  vibrations,  or  to  change  its 
general  position  and  point  of  support. 

The  simple  analogy  of  the  pendulum  proves  entirely  in- 
adequate as  a  means  of  illustrating  the  normal  conditions  and 
requirements  of  true  evolutionary  advances  of  specific  groups, 
for  we  are  not  dealing  then  with  vibrations  of  single  characters, 
but  with  a  complicated  network,  a  veritable  fabric  of  descent 
and  of  character-combinations.  The  pendulum  analogy  is  ap- 
propriate only  for  the  single  lines  or  narrow  strands  of  descent 
which  selection  separates    from  the  web  of   the    species,  and 

Proc.  Wash.  Acad.  Sci.,  February,  1907. 


392  COOK 

holds  for  a  time  at  a  point  of  high  expression  a  character  which 
averages  much  lower  in  the  species  at  large. 

MUTATIVE    VARIATION    OF    SELECTED    VARIETIES. 

The  only  way  in  which  the  accentuation  of  such  a  narrowly 
selected  character  can  be  still  further  increased,  beyond  the 
range  of  normal  variation  of  the  species,  is  by  abnormal  varia- 
tion ;  that  is,  by  mutation.  The  narrow  selection  may  be  said 
to  induce  the  mutations  because  it  weakens  and  unbalances  the 
hereditary  tendencies  of  the  variety,  but  the  mutations  are  by 
no  means  limited  to  the  character  or  quality  for  which  the 
variety  has  been  selected ;  they  are  likely  to  take  any  or  all 
directions.  Some  of  them  are  generally  found  to  carry  the 
breeder  along  the  lines  he  desires  to  follow. 

Are  hybrids  between  selected  varieties  of  the  same  plant  or 
animal  of  no  practical  breeding  utility?  Yes,  if  it  is  desired  to 
preserve  or  strengthen  the  vitality  of  the  organism  or  to  secure  in- 
termediate characters,  or  new  combinations  of  characters  already 
existing. 

The  general  answer  must  be  negative,  if  the  purpose  is  to 
obtain  new  characters,  or  higher  degrees  for  accentuation  of 
characters  already  specialized  by  selection.  Instead  of  securing 
a  larger  range  of  diversity,  the  contrary  results  are  much  more 
likely  to  be  reached.  It  may  even  happen,  if  the  varieties  have 
been  subjected  to  narrow  selection,  that  the  hybrid  offspring, 
instead  of  being  more  variable  than  their  parents,  will  actually 
be  more  uniform,  the  hybridization  bringing  them  back,  as  it 
were,  to  the  hereditary  road  from  which  they  were  beginning  to 
wander  towards  mutative  degeneration. 

The  mutations  are  as  abnormal,  of  course,  in  the  strictly  evo- 
lutionary sense,  as  the  narrow  descent  which  induces  them,  but 
for  agricultural  purposes  they  may  be  very  valuable,  and  often  the 
abrupt  change  of  form  seems  to  lend  them  a  remarkable  vegeta- 
tive vigor  which  greatly  increases  their  productive  capacity. 
This  is  notably  the  case  among  plants,  and  especially  among 
those  cultivated  for  their  vegetative  parts  instead  of  for  their 
seeds.1 

'Cook,  O.  F.,  1904.  The  Vegetative  Vigor  of  Hybrids  and  Mutations.  Proc. 
Biological  Society  of  Washington,  17  :  83. 


ASPECTS    OF    KINETIC    EVOLUTION  393 

The  facility  with  which  many  plants  can  be  propagated  from 
cuttings  or  by  grafting  often  permits  sterile  mutations  and 
crosses  to  be  preserved  and  utilized  for  long  periods  of  time. 
Among  animals,  on  the  other  hand,  mutations  are  of  relatively 
small  value.  The  higher  organization  of  animals  renders  them 
liable  to  earlier  and  more  serious  deterioration  from  inbreeding, 
though  there  is  great  difference  in  the  susceptibility  of  different 
kinds  of  animals. 

BEHAVIOR    OF    DISCRIMINATE    MUTATIONS. 

When  mutations  are  crossed  with  other  members  of  their  own 
immediate  group  of  related  individuals  they  are  generally  pre- 
potent. They  do  not  tend  to  average  away  and  disappear,  but 
are  repeated,  or  even  accentuated,  in  a  considerable  proportion 
of  each  successive  generation,  and  sometimes  in  all  of  them. 
Plant  mutations  which  can  be  propagated  by  self-fertilization 
are  often  constant  from  the  first,  and  have  been  thought  by  some 
to  represent  the  formation  of  genuine  new  species. 

When  mutations  are  bred  outside  of  their  own  group,  and 
especially  when  they  are  crossed  with  the  wild  type  of  the 
species  or  with  the  variety  which  has  not  been  long  or  closely 
selected,  they  are  not  prepotent,  but  recessive.  The  new  muta- 
tive characters  appear  weaker  than  the  others  and  may  fade  out 
and  disappear  entirely.  The  same  result  may  be  reached  by 
indiscriminate  interbreeding  among  the  representative  of  two  or 
more  mutations  or  selective  varieties.  The  ancestral  characters 
of  the  wild  type  of  the  species  reassert  themselves,  and  may 
even  reappear  in  crosses  between  varieties  from  which  they 
have  long  been  lost. 

All  these  and  other  similar  phenomena  can  be  understood, 
or  at  least  brought  into  rational  relations,  if  we  keep  in  mind 
the  fact  that  crosses  between  the  narrowly  selected  varieties  or 
mutations  of  the  same  species  tend  to  restore  the  original  and 
normal  conditions  of  free  interbreeding.  They  tend,  in  other 
words,  to  repair  and  reconstruct  the  normal  fabric  of  symbasic 
descent,  and  to  reduce  the  strains  and  deteriorations  caused  by  too 
close  segregation,  too  little  diversity,  and  too  much  inbreeding. 

Instead  of  being  monstrous  or  unnatural,  these  crosses  are 


394 


COOK 


more  normal,  more  vigorous,  and  more  fertile,  than  their  parents. 
Why,  then,  are  they  called  hybrids?  Because  we  have  been 
led  astray  by  the  theory  of  normally  uniform  and  stationary 
species,  in  which  it  was  made  to  appear  that  anything  which 
interfered  with  identity  of  form  and  structure  was  essentially 
unnatural,  like  a  cross  between  members  of  species  which  do 
not  normally  breed  together,  and  which  produce,  when  so  bred, 
abnormal  progeny.  There  are  many  groups  in  nature  which 
are  reckoned  as  species,  but  which  are  no  farther  apart  than 
some  of  the  varieties  of  cultivated  plants,  and  which  can  breed 
together  without  difficulty  or  abnormality.  For  systematic 
purposes  it  is  desirable  to  recognize  each  separate  natural 
group  of  organisms  as  a  species,  and  this  can  also  be  justified 
from  evolutionary  standpoints,  for  segregated  groups  are  able 
to  make  evolutionary  progress  on  distinct  lines,  and  eventually 
to  become  different  from  other  groups  of  common  origin. 

It  often  happens,  however,  that  evolutionary  progress  is  not 
consistent  in  the  vegetative  and  reproductive  parts  of  the  organ- 
isms. Species  which  appear  very  distinct  externally  may,  when 
brought  together,  breed  freely  and  normally,  while  others  whose 
bodily  differences  are  difficult  to  detect  may  refuse  to  mingle 
or  may  produce  only  sterile  or  otherwise  abnormal  hybrids. 
While  it  is  thus  difficult  or,  it  may  be,  impossible,  to  draw  an 
absolute  line  of  definition,  or  to  restore  the  old  distinction  be- 
tween hybrids  and  crosses,  this  does  not  justify  us  in  ignoring 
the  very  wide  and  very  practical  differences  between  the  ex- 
treme conditions  of  this  series  of  phenomena. 

ANALOGIES    OF    HYBRIDS    AND    MUTATIONS. 

The  phenomena  which  have  the  nearest  and  most  genuine 
relations  with  hybrids  are  not  crosses,  but  mutations.  Hybrids 
and  mutations  can  both  be  described  in  the  same  words,  as 
aberrations  from  normal  heredity.  Both  are  due  to  the  same 
cause,  inadequate  fertilization,  which  unbalances  the  organic 
equilibrium  and  gives  rise  to  abrupt  variation,  usually  in  many 
directions  at  once.  Mutations  and  hybrids  show  also  a  general 
deficiency  of  fertility.  This  is  carried,  very  often,  to  the  ex- 
treme of  complete  sterility,  though  there  may  be  present  at  the 


ASPECTS    OF    KINETIC    EVOLUTION  395 

same  time  unusual  vegetative  vigor,  analogous,  in  all  probability, 
to  the  stimulation  of  energy  of  growth  which  appears  in  normal 
crosses  and  in  prepotent  new  variations.  Though  no  experi- 
ments are  known  to  have  been  made  with  the  idea  of  such  a  test 
directly  in  mind,  the  indications  are  that  results  of  mutation  and 
hybridization  might  prove  in  the  same  species  almost  identical, 
for  many  so-called  false  hybrids  do  not  appear  to  be  the  results 
of  a  genuine  and  effective  interbreeding,  but  seem  rather  to 
involve  an  approach  to  the  phenomenon  of  artificial  partheno- 
genesis, somewhat  similar  to  the  parthenogenetic  development 
through  chemical  and  mechanical  stimuli,  described  by  Loeb 
and  others.  The  two  nuclei  of  the  supposed  parents  of  the 
false  hybrid  do  not  appear  to  have  united  and  combined  the 
parental  qualities,  since  the  progeny  shows  no  definite  indication 
of  the  traits  of  one  of  the  supposed  parents,  either  in  the  first  or 
in  subsequent  generations.  The  facts  discovered  by  Guyer  in 
sterile  hybrid  pigeons,  that  the  parental  chromatin  elements 
remain  separate  and  do  not  undergo  a  normal  mitapsis,  illus- 
trates the  possibility  of  false  hybrids,  especially  in  plants  and 
in  lower  types  of  animals  where  parthenogenesis  can  take  place. 
Such  an  abnormal  and  inadequate  method  of  fertilization  would 
explain  extensive  variations  of  the  progeny,  which  well  deserve 
to  be  called  false  hybrids.  Nor  is  it  unlikely  that  the  same 
explanation  may  be  found  to  apply  to  variable  hybrids,  even 
when  they  share  the  characters  of  the  parents.  The  indications 
are  that  in  different  cases  there  are  all  possible  gradations  in 
the  extent  and  efficiency  of  the  combination  of  the  parental  ele- 
ments, from  that  which  affords  mere  stimulation  to  that  which 
gives  a  fully  intermediate  result. 

It  does  not  follow,  however,  that  the  combination  is  normal 
or  complete  when  the  first  generation  is  intermediate.  The  first 
generation  may  be  intermediate  under  two  nearly  opposite  con- 
ditions, as  already  noted.  Crosses  are  intermediate  when  the 
parental  elements  are  thoroughly  congruous.  Their  combina- 
tion merely  restores  a  normal  condition  of  symbasis,  that  is, 
provides  a  normal  amount  of  diversity  of  descent.  The  first 
generation  of  hybrids  is  also  intermediate  when  the  parental 
elements  are  very  diverse  and    antagonistic.      Hybrids  which 


396  COOK 

appear  quite  uniformly  intermediate  in  the  first  generation  may- 
prove,  nevertheless,  to  be  completely  sterile,  as  in  the  mule, 
whereas  intermediate  crosses  between  narrow  varieties  are  always 
completely  fertile,  more  so,  it  may  be,  than  their  more  inbred 
parents.  No  distinction  is  to  be  drawn  between  crosses  and 
hybrids  which  are  uniformly  intermediate  and  at  the  same  time 
fertile,  but  there  is  a  wide  range  of  phenomena  between  an  inter- 
mediate, fertile  cross  between  narrow  varieties  and  an  inter- 
mediate sterile  hybrid  between  diverse  species.  Next  to  the 
hybrids  which  are  intermediate,  but  sterile,  are  those  which  are 
intermediate  and  fertile,  but  show  diversity  and  partial  sterility 
in  the  second  generation,  proving  that  the  parental  elements  did 
not  combine  in  a  manner  to  afford  a  stable  equilibrium  of  hered- 
ity. In  another  stage  of  hybridity,  with  less  diversity  of  parents, 
the  first  generation  is  variable,  which  may  be  taken  to  mean  that 
the  parental  elements  are  sufficiently  similar  to  influence  each 
other,  instead  of  exerting  a  uniform  degree  of  repulsion. 
Nevertheless,  they  do  not  combine  readily,  but  form  uncertain 
and  extremely  varied  combinations. 

The  purpose  of  this  enumeration  is  to  show  that  with  hybrids, 
as  with  crosses,  there  is  a  series  of  phenomena  which  can  be 
described  and  interpreted  in  terms  of  diversity,  using  as  a  stand- 
ard the  normal  diversity  of  the  individuals  of  species  in  nature. 
In  this  way  it  is  possible  to  avoid  the  ambiguities  which  have 
attended  the  use  of  the  false  and  artificial  standard  of  uniformity. 
From  normal  diversity  there  may  be  departures  on  either  side, 
on  the  one  to  abnormal  uniformity,  on  the  other  to  abnormal 
diversity,  and  both  of  these  can  be  reached,  as  we  have  seen, 
in  several  ways.     Uniformity  appears  : 

1.  In  closely  selected  varieties  (stens). 

2.  In  varieties  or  individuals  propagated  from  cuttings  or  by 
other  asexual  methods  (clones). 

3.  In  the  progeny  of  inbred  saltatory  variations  (mutations). 

4.  In  crosses  between  moderately  inbred  stenic  varieties. 

5.  In  first  generation  hybrids  between  species  so  remote  as  to 
combine  with  difficulty. 

Likewise  diversity  greater  than  the  normal  may  appear : 
1.  Among  mutations  from  narrowly  inbred  varieties. 


ASPECTS    OF    KINETIC    EVOLUTION  2>9l 

2.  Among  crosses  between  individual  clonic  types,  long  sub- 
jected to  vegetative  propagation. 

3.  In  a  species  or  variety  which  has  been  placed  in  new  and 
unwonted  conditions  (neotopic  mutations). 

4.  Among  crosses  between  narrowly  inbred  varieties  (Mende- 
lian  hybrids). 

5.  Among  hybrids  between  species  not  too  remote  to  combine 
at  all,  but  not  sufficiently  related  to  combine  in  a  regular  and 
uniform  manner. 

THE    NATURE    OF    STERILE    HYBRIDS. 

A  further  distinction  of  fundamental  significance  remains  to 
be  added  to  the  preceding,  before  the  full  range  of  the  phenom- 
ena of  interbreeding  can  be  made  apparent.  The  general  im- 
pression has  been  that  the  development  of  a  new  individual 
represented  the  result  of  a  combination  of  the  two  parental  sex- 
cells,  but  this  is  only  partially  true,  especially  among  the  higher 
plants  and  animals.  The  fusion  of  the  parental  sex-cells  is 
carried  through  only  two  of  the  three  stages  of  conjugation. 
Fertilization  unites  the  outer,  unspecialized  protoplasms  (plas- 
mapsis)  and  also  the  nuclei  (karyapsis),  but  the  chromatin, 
the  most  highly  specialized  cell-substance,  the  citadel,  as  it 
were,  of  the  life  of  the  cells,  remains  distinct  until  after  the  new 
individual  has  developed,  so  that  the  body  is  not  composed  of 
simple,  post-conjugational  cells,  but  of  double  cells  in  a  condi- 
tion of  prolonged  conjugation. 

The  fusion  of  the  chromatin  granules,  or  ultimate  sex-ele- 
ments (mitapsis),  may  not  take  place  until  the  new  individual 
is  mature  and  about  to  form  new  sex-cells  of  its  own.  The 
other  cells  of  the  body  never  reach  mitapsis.  The  sterility 
of  hybrids  arises,  it  is  now  believed,  from  the  inability  of  the 
sex-elements  to  pass  this  third  and  final  stage  of  conjugation. 
It  was  always  mysterious  that  hybrid  combinations  which  could  be 
made  for  one  generation  could  not  continue  for  a  second  or  a  third 
generation.  This  new  appreciation  of  the  nature  of  the  process 
of  conjugation  makes  it  apparent,  however,  that  hybrids  are 
sterile  because  the  parental  elements  do  not  make  even  one 
complete    conjugation.      There    is    thus    a    definite    difference 


398  COOK 

between  a  sterile  hybrid  and  a  fertile  combination,  one  which 
might  have  restricted  the  use  of  the  term  hybrid  to  the  former. 
Sterile  hybrids,  like  false  hybrids,  are  scarcely  to  be  reckoned 
as  forms  of  conjugation.  They  are  rather  to  be  looked  upon 
as  more  nearly  allied  to  parthenogenesis,  a  development  through 
stimulation  merely,  but  without  the  possibility  of  forming  new 
relations  of  heredity  or  of  making  new  combinations  of  charac- 
ters. Sometimes  there  is  not  even  enough  cooperation  between 
the  mismated  partners  of  the  cell-units  to  carry  the  organism 
through  even  the  normal  cycle  of  individual  existence.  Hybrids 
often  refuse  to  grow  up,  or  they  may  die  suddenly  and  without 
apparent  external  cause. 

The  building  up  of  each  cellular  organism  involves  a  contin- 
ued cooperation  between  the  parental  sex-elements,  which  may 
be  thought  of  as  persisting  in  all  the  cells  of  which  the  body  is 
composed.  Whenever  this  cooperation  breaks  down,  or  proves 
inadequate,  the  further  development  of  the  conjugate  organism 
becomes  impossible. 


PAPERS  RELATING  TO  KINETIC  EVOLUTION. 

i  895.  An  Arrangement  of  the  Geophilidae,  a  Family  of  Chilopoda.  Proc.  U.  S. 
Nat.  Museum,  18:  63. 

1896.     Note  on  the  Classification  of  Diplopoda.    American  Naturalist,  30:  681. 

i8gg.     Four  Categories  of  Species.     American  Naturalist,  33  :  287. 

1901.  Duoporus,  a  New  Diplopod  from  Mexico.  Proc.  Ent.  Soc.  of  Washing- 
ton, 4 :  402. 

1901.  A  Kinetic  Theory  of  Evolution.     Science,  N.  S.,  13  :  969. 

1902.  Evolutionary  Inferences  from  the  Diplopoda.     Proc.  Entomological  Soc. 

of  Washington,  5  :    14. 
1902.     The  Earwig's  Forceps  and  the  Phylogeny  of  Insects.     Proc.  Ent.  Soc.  of 

Washington,  5  :   84. 
1902.     Kinetic  Evolution  in  Man.     Science,  N.  S.,  15  :  927. 

1902.  A  Deciduous  Tropical  Tree.     Plant  World,  5  :   171. 

1903.  Stages  of  Vital  Motion.     Popular  Science  Monthly,  63  :   14. 

1903.  Evolution,  Cytology  and  Mendel's  Laws.     Pop.  Sci.  Mon.,  63  :  219. 

1904.  Evolution  not  the  Origin  of  Species.     Pop.  Sci.  Mon.,  64:  445. 
1904.  Professor  Metcalf's  Evolution  Catechism.     Science,  N.  S.,  19:  312. 
1904.  Natural  Selection  in  Kinetic  Evolution.     Science,  N.  S.,  19:  594. 

1904.     The  Vegetative  Vigor  of  Hybrids  and  Mutations.     Proc.  Biological  Soc. 

of  Washington,  17  :  83. 
1904.     Evolution  and  Physics.     Science,  N.  S.,  20:  87. 
1904.     The  Biological  Evolution  of  Language.     The  Monist,  14:  4S1. 

1904.  Evolution  of  Weevil-Resistance  in  Cotton.     Science,  N.  S.,  20:  666. 

1905.  The  Social  Organization  and  Breeding  Habits  of  the  Cotton-Protecting 

Kelep  of  Guatemala.   Bull.  10,  Technical  Series,  Bureau  of  Entomology, 
U.  S.  Department  of  Agriculture. 
1905.     Evolution  of  Cellular  Structures.     Bull.  81,  Bureau  of  Plant  Industry,  U. 
S.  Department  of  Agriculture.      (W.  T.  Swingle,  joint  author.) 

1905.  The   Evolutionary   Significance   of    Species.     Smithsonian    Report    for 

1904.  P-  397- 
igo6.     Weevil-Resisting  Adaptations  of  the  Cotton  Plant.     Bull.  8S,  Bureau  of 
Plant  Industry,  U.  S.  Department  of  Agriculture. 

1906.  The  Vital  Fabric  of  Descent.     Proc.  Washington  Academy  of  Sciences, 

7:  301. 
1906.     Factors  of  Species-Formation.     Science,  N.  S.,  23:  506. 
1906.     The  Nature  of  Evolution.     Science,  N.  S.,  24:  303. 


399 


INDEX. 


acclimatization  263 

accommodation  differences  202,  235,  236 

Achillea  372 

Aconitum  372 

acquired  characters  222,  319 

Actcza  371 

adaptation  211,  276,  283 

defined  199,  278 
adaptations,  symbasie  220 
adaptive  fitness  222 

versatility  200 
adjustment  of  locomotion  207 

characters  205 
African  diplopods  269,  312 
agamic  cell-structures  368 
Agave,  heterism  of  247 
agents  of  evolution  314 
agricultural  instincts  251 
agriculture,  primitive  251 
albinism  337 

alternation  of  generations  240,  366 
alternative  adjustment  characters  205 

heredity  345 
anthropoids  217 
antidromous  plants  371 
apaulogamic  cell-structures  368 
apogamic  bulblets  383 
Arctic  plants,  apogamous  384 

plover,  migrations  of  211 
Aristotle's  categories  282 
arropic  species  369 
artism  235,  250 
astronomy  and  biology  356 
autogamy  377,  384 

barley,  linic  species  377 
bees,  sex-determination  of  347 
biology,  compared  to  astronomy  356 

human  218 
bionomy  of  species  364 
bovine  hybrids  389 
branch  dimorphism  242 
bud  mutations  351 

variations  354 
Burbank  on  Prunus  352 

cacao,  dimorphic  branches  of  242 
Castillo.,  dimorphic  branches  of  242 
categories  of  causation  282 
Cattell,  quoted  282 
cell  differentiation  239,  329 
cellular  organization  367 

structures,  three  types  238 
Ceratodon  376 
cerebral  development  217 
change  of  seed  262 

character-unit  assumption  339,  342,  353 
chromomeres  342 
chromosome  purity  337 
chromosomes  336 

positional  relations  of  353 

temporary  338 


chromatin  of  hybrids  348 

chrysomelid  beetles,  dichromatism  of  376 

civilizations  suicidal  217 

clones,  definition  of  378 

clonic  conditions  383 

hybrids  388 

propagation  380 

species  378 

varieties,  limitations  of  382 
Cockayne,  reference  to  259 
coffee,  accommodations  210 

amelioration  of  390 

dimorphic  branches  of  242 

mutations  253,  271,  275,  325,  386 
colors  of  desert  animals  213 
combined  forms  of  diversity  379 
conjugate  cell-structures  368 

heredity  344 

organisms  330,  349 

periods  365 
conjugation,  evolution  of  330 

nature  of  343 
conscious  selection  278 
conspicuous  colors  in  forests  214 
constant  of  variation  315 
constitution  of  species  356 
continuity  of  evolution  309 
corn,  Indian  264 
correlation  of  variations  221 
cotton  acclimatization  201,  263 

dimorphic  branches  242 

variations  201 
Coues,  on  uniformity  291 
cross-fertilizing  adaptations  220 
crystallization  compared  to  heredity  332 

Darwin,  G.  H.,  on  natural  selection  292 
Darwin,  Charles,  on  variation  229 

on  substitution  281 
Darwinia,  N.  formulae  284 
Darwinism  223,  230,  320 
degeneration  255,  273 
Delphinium  371 

dendritic  conception  of  descent  197 
descent  differences  235 
desert  colors  213 

plants  213 
deterioration  of  varieties  382 

under  inbreeding  381 
determinant  theories  300,  316 

defined  306 
DeVries,  elementary  species  378 

on  mutations  314,  324 

on  selection  322 

on  uniform  species  362 

theory  of  387 
dichromatism  375 
dimorphic  branches  242 
diplopods,  African  269,  312 
Discaria  experiment  258 
discontinuous  motion  309 

variations  300 


400 


ASPECTS    OF    KINETIC    EVOLUTION 


401 


discriminate  mutations  393 

disjunction  337 

diversity,  conditions  of  396 

of  hybrids  388 

reactions  385 
domesticated  species  359 
domestication  of  food  plants  385 
dominant  characters  337 
double-celled  organisms  344 
Draba  378,  383 
dynamic  causes  304 

educational  danger  367 
elementary  species  378 
elimination  281 
elk,  antlers  burdensome  217 
Engler,  on  mountain  plants  267 
environment,  definitions  223 
environmental  fortuity  215 

influence  335 

reactions  213 
ethics  of  race  335 
Eucalyptus,  metamorphosis  241 
evening-primrose  mutations  387 
evolution  a  process  289 

by  restricted  descent  378 

defined  277 

theories  compared  307 
evolutionary  species  210 
exaggerated  heterism  388 
explanations  of  evolution  288 
expression  problem  294 

false  hybrids  395 

fasciation  352 

Ficus  220 

fig  insect  219 

fish  with  protective  color  214 

fitness  by  correlation  221 

origin  of  222 

problem  198 
forces  of  evolution  328 
formulae  of  evolution  285 
fortuity  215 

of  environment  218 
frog  with  protective  color  214 

galls,  heredity  of  352 
genetic  variations  236 
germinal  incompatibility  348 

selection  301 
Gomphodesmidae  312 
graft-hybridism  352 
growth  defined  330 

stages  235,  237 
Gulick  isolation  theory  314,  318,  377 
Guyer  on  hybrids  348 

Hawaiian  snails  377 

Helix  377 

heredity,  alternative  or  polar  345 

and  crystallization  332 

and  environment  333 

and  heterism  353 

concept  327 

in  cell-specialization  329 
hermaphroditism  370 
heterism  244,  279,  327 

and  heredity  ,353 

and  sex  374 


heterism  defined  235 

functions  of  248,  346 

of  clonic  hybrids  388 

specialization  of  247,  369 
hetercecism  241 
heterogamy  384 
Hieracium,  linic  species  378 
Houslonia  372 
human  descent  355 

evolution  363 
Huxley,  quoted  286 
Hyatt's  evolutionary  forces  328 
hybrids,  diversity  of  388 

of  clones  388 

like  mutations  394 

sterile  397 

various  kinds  395 
hybridization,  limits  of  394 

versus  selection  390 

inbreeding,  effects  of  382 
inconspicuous  colors  213 
infusoria,  nuclei  of  354 
integral  theory  197 
intellect  over-developed  217 
interbreeding  as  evolutionary  factor  323 
intermittent  evolution  309 
intraspecific  differences  226,  235 

figure  of  descent  197 
isolation  defined  278 

theory  314 

Jordan,  on  selection  260 
Juniperus,  metamorphosis  241 

karyapsis  397 
Kelvin,  opinion  of  343 
kinetic  figure  of  evolution  323 

theory  defined  295,  302,  306 
Knowlton,  on  bird  migration  211 

Lamarckian  adaptations  230 
L,amarekian  theory  314,  333 
Lankester,  on  heredity  333 

on  selection  323 

on  useless  differences  314 
laws  and  processes  289 
leopard,  black  375 
Liberian  fish  214 

limitations  of  clonic  propagation  380 
line-bred  organisms  377 
lines,  definition  of  377 
linic  conditions  383 

species  377 
living  matter  specific  358 
lizard  with  protective  habits  214 
Lydekker,  on  sheep  260 
Ly thrum,  heterism  of  346,  372 

maize  varieties,  377,  384 
mathematical  heredity  339 
Maupas,  on  nuclei  of  infusoria  354 
mechanical  theories  319 
Mendelisni  and  sex  348 
Mendelian  heredity  336 
Merocheta  312 
metamorphosis  240 
metagenesis  240 
Metcalf,  on  plasticitity  204,  206 
mice  experiments  337 


402 


COOK 


millipeds  270,  312 
mitapsis  338,  397  _    _ 

Mivart.  on  abrupt  variations  231 

on  natural  selection  283 
modes  of  evolutionary  motion  286 
mongrel  reversions  388 
monkeys  217 

mules  sometimes  fertile  385 
mutation  theory  308,  313 
mutations  274 

degenerative  309,  310 

discriminate  393 

diversity  of  387 

of  tomato  265 

like  hybrids  394 

parallel  221 

post-reproductive  352 

prepotency  of  393 

teratic  neisms  236 

versus  species  310 
mutative  variation  392 
myxomycetes,  accommodation  in  208 

chromatin  of  354 

Naegeli's  theory  256,  300,  316,  378 
natural  selection  227,  232 

selection  negative  321 
neism  236,  269 
neotopism  236,  261 
network  motion  323 
new  characters  prepotent  319 

place  effects  236 

variations  269 
nuclear  deterioration  354 

(Edogonium  239 

olfactory  cones  of  millipeds  312 

organic  elasticity  200 

utility  215 
overlapping  of  generations  367 
Oxalis  372 
Oxydesmidse  270 
paint-root  257 
pangenesis  316,  329 
panmixia  256 

paragamic  cell-structures  368 
parasitic  fungi  241 
tendencies  217 
parthenogenesis  398 
particularization  289 
pendulum  analogy  390 
pheasants,  plumage  over-developed  217 
philosophical  systems  296 
physiological  species  210 

physiology  of  cells  356 
of  evolution  304 
of  species  362 

pigeon  experiment  337 

plasmapsis  397 

plasticity  in  evolution  203 

Poa  376 

polar  heredity  345,  348 

politism  242 

porric  species  376 

porrism  2^6,  266 

Portulaca  376 

positional  relations  of  chromosomes  353 

post-conjugate  heredity  344 

predetermination  hypothesis  327 

prefiguration  hypothesis  327 


premature  socialization  367 
prepotency  231,  271 

of  variations  319 
preservation  of  characters  319 
protective  colors  213 
proterandry  in  coffee  275 
proterogyny  in  coffee  275 
Prowazek,  on  chromatin  354 
Prunus,  graft-hybrid  352 
Ptolemaic  astronomers  293 
pure  science  360 
purity  of  germ-cells  336 

quail,  subspecies  of  267,  377 

race  evolution  335 
rapidity  of  evolutionary  motion  308 
recessive  characters  337 
reproduction  defined  330 
restricted  descent  376,  385,  388 

descent,  theories  of  378 
reticular  descent  197 
reversions  388,  391 
root-crops,  tropical  381 
ropic  species  370 
Russian  thistle  261 
rust  fungi  241 
rye,  a  coherent  species  384 

saltatory  evolution  299,  305,  309 
screech-owls,  supersexes  of  375 
secondary  sexual  characters  346 
sections  of  species  364 
seedless  plants  273,  378 

species  unknown  381 
segregation  278 
selection  defined  278 

function  of  389 

inadequate  198 

induces  mutation  392 

in  mutation  theory  310 

preserves  variations  390 

versus  hybridization  390 
selective  perfection  of  adaptations  212 

restriction  of  descent  379 
self-fertilization  377 
semisexes,  definition  of  372 
semisexual  species  372 
sex  and  Mendelism  348 

-determination  347,  351 

-differentiation  350,  355 
sexual  characters  373 

selection  374 

species  372 
sexuality  of  conjugate  organisms  349 

of  plants  350 
Shamel,  on  tobacco  385 
sheep  in  tropics  260 
social  organization  217,  242 

of  cells  238 
socialization,  premature  367 
speciation  205,  276,  279 

defined  278 

theories  of  279 
species  and  subspecies  268 

constitution  of  356,  369,  376 

in  motion  294,  306 

meaning  of  359,  362 

physiology  362 
specific  organization  327 


ASPECTS    OF    KINETIC    EVOLUTION 


403 


spiny  plants  258 
Spirogyra  331 

spring-blossoming  plants  383 
Standfuss,  experiments  of  253 
static  theories  defined  233,  298,  305 
stenic  species  377 
stens,  definition  of  377 
sterile  hybrids  348,  397 
structure  of  species  357 
subsexes,  definition  of  371 
subsexual  species  371 
subspecifie  diversity  379 
substitution  281 
supersexes,  definition  of  375 
supersexual  species  375 
Swingle,  on  positional  heredity  353 
symbasic  adaptations  220 

evolution  302 

species  311,  376 
symbasis,  function  of  323 
symbasis  defined  277,  317 
synthetic  theory  197 

tables  comparing  theories  307 

taxonomy  inadequate  361 

temperature  range  of  plants  and  animals 

211 
teratic  neisms  236 
teratism  236,  272 
termite  organization  243 
termites,  heredity  of  345 


tobacco  experiments  385 
tomato  mutations  265 
topism  236,  257 

unconscious  selection  278 
uniformity,  conditions  of  396 
uniformity  by  autogamy  385 
unisexual  coffee  mutations  275 
use  and  disuse  phenomena  254 
utility,  environmental  and  organic  215 

of  new  characters  318 

of  sex  characters  373 

variation,  discovery  of  229 

variations  under  domestication  360 
vegetative  propagation  366,  381 

variations  351 

vigor  380 
Verbascum  249,  371 
versatility  of  organisms  200 
Viola  371,  383 
Virginia  partridge  267 
vital  tension  303,  355 

network  355 

Wallace,  on  natural  selection  292 
Washington  palm  212 
wealth  and  deterioration  218 
Weismann  on  heredity  256,  300,  316 
wheat,  linic  species  377 
White  on  tomatoes  265 


PROCEEDINGS 

OF  THE 

WASHINGTON  ACADEMY  OF  SCIENCES 
Vol.  VIII,  pp.  405-406.  February  13,  1907. 


AGE   OF  THE  PRE-VOLCANIC  AURIFEROUS 
GRAVELS    IN   CALIFORNIA. 

By  J.  S.  Diller. 

GENERAL  STATEMENT. 

The  age  of  the  auriferous  gravels  of  the  Sierra  Nevada  in 
California  is  generally  given  as  late  Miocene  or  Pliocene  and  is 
based  chiefly  on  fossil  plants  and  a  few  animal  forms.  The 
auriferous  gravel  period  in  all  probability  was  a  long  one  and 
no  considerable  part  of  its  flora  has  yet  been  connected  directly 
with  its  contemporaneous  marine  fauna  of  the  same  region. 

On  physiographic  and  stratigraphic  grounds  and  the  general 
relations  of  the  Sierra  Nevada  to  sedimentation,  it  has  long  been 
supposed  by  some  geologists  that  the  oldest  auriferous  gravels, 
the  deep  gravels  of  Lindgren,  are  probably  Eocene,  but  the 
evidence  assigned  is  problematic  rather  then  positive. 

EOCENE  FLORA  OF  SOUTHWEST  OREGON 

While  studying  the  Eocene  deposits  of  the  Roseburg,  Coos 
Bay,  and  Riddles  quadrangles  in  Oregon,  fossil  leaves  were 
found  in  the  same  strata  with  marine  shells,  thus  affording  an 
opportunity  definitely  to  connect  the  land  flora  with  its  contem- 
poraneous marine  fauna. 

The  following  list  of  ten  species  embraces  the  Eocene  plants 
identified  by  Dr.  F.  H.  Knovvlton  with  more  or  less  certainty 
from  a  number  of  localities  within  the  area  noted  above  : 

Magnolia  lanceolata  Lesq. 

Magnolia  californica  ?  Lesq. 

Laurus  californica  ?  Lesq. 

Sabalites  calif ornicus  ?  Lesq. 

Aralia  whitneyi  Lesq. 
Proc.  Wash.  Acad.  Sci.,  February,  1906.  (  405  ) 


406  DILLER 

Pofiulus  zaddachi  Heer. 

Aralia  angustiloba  ?  Lesq. 

Juglans  califomica  P  Lesq. 

Ulmus  califomica  Lesq. 

Ficus  tilicBfolia  ?  Al  Branner. 

Among  the  shells  found  with  or  very  near  the  fossil  leaves, 
Dr.  Wm.  H.  Dall  has  recognized  over  20  genera,  and  remarks  : 
"The  fossils  are  Eocene.  They  contain  a  number  of  inter- 
esting things,  particularly  the  Orbitolites,  which  is  usually  char- 
acteristic of  the  Oligocene  on  the  Atlantic  coast  and  is  now  for 
the  first  time  recognized  from  the  Pacific  coast." 

The  fossil  leaves  were  found  near  the  southeast  border  of  the 
Eocene  where  shells  are  not  abundant,  but  a  short  distance  far- 
ther northeast  they  become  very  abundant  locally  with  such 
characteristic  forms  as  Venericardia  planicosta  and  Turritella 
nvasana,  and  there  is  no  doubt  concerning  the  Eocene  age  of 
the  strata  containing  the  fossil  leaves. 

Of  the  10  species  of  plants  identified  seven  are  somewhat  in 
doubt,  but  three,  Magnolia  lanceolata,  Aralia  zvhitneyi,  and 
Populus  zaddachi,  are  completely  satisfactory.  They  all  occur 
in  the  auriferous  gravels  of  Independence  Hill,  on  the  western 
slope  of  the  Sierra  Nevada,  as  well  as  on  the  summit  of  the 
northern  end  of  the  range,  7^  miles  southwest  of  Susanville. 
The  last  species  occurs  at  many  other  localities  among  which 
may  be  mentioned  the  lone  formation  of  Kosk  Creek  and  Little 
Cow  Creek  of  Shasta  County,  Cal.,  and  the  auriferous  gravels 
of  Moonlight,  Chalk  Bluff,  and  Volcanic  Hill. 

Eight  of  the  10  species  reported  from  the  Eocene  of  Oregon, 
occur,  according  to  Mr.  Lindgren,  in  the  "bench  gravels"  of 
Independence  Hill,  in  California.  It  seems  probable  therefore 
that  not  only  the  "  deep  gravels  "  but  also  the  "  bench  gravels," 
both  of  which  belong  to  the  pre-volcanic  gravels,  may  be  of 
Eocene  age. 


PROCEEDINGS 


OF   THE 


WASHINGTON  ACADEMY  OF  SCIENCES 

Vol.  VIII,  pp.  407-448.          pls.  IX-XX  March  4,  1907. 


AERIAL   LOCOMOTION. 

With  a  Fe<v  Notes  of  Progress   in  the   Construction 
of  an  Aerodrome.1 

By  Alexander  Graham  Bell. 

The  history  of  aerial  locomotion  is  full  of  tragedies  ;  and 
this  is  specially  true  where  flying  machines  are  concerned. 
Men  have  gone  up  in  balloons  and  most  of  them  have  come 
down  safely.  Men  have  launched  themselves  into  the  air  on 
wings,  and  most  have  met  with  disaster  to  life  or  limb.  There 
have  been  centuries  of  effort  to  produce  a  machine  that  should 
fly  like  a  bird,  and  carry  a  man  whithersoever  he  willed  through 
the  air;  and  previously  to  1783,  the  year  sacred  to  the  memory 
of  the  brothers  Montgolfier,  all  experiments  at  aerial  locomo- 
tion had  this  end  exclusively  in  view\ 

Then  came  a  period  when  the  conquest  of  the  air  was  sought 
through  the  agency  of  balloons.  For  more  than  one  hundred 
years  the  efforts  of  experimenters  were  chiefly  directed  to  the 
problem  of  rendering  the  balloon  dirigible ;  and  the  earlier 
experiments  with  gliding  machines,  and  artificial  wings  —  and 
the  proiects  of  men  to  drive  heavy  bodies  through  the  air  by 
means  of  propellers,  were  largerly  forgotten.  The  balloon  was 
changed  from  its  original  spherical  form  to  a  shape  better 
adapted  for  propulsion ;  and  at  last  through  the  efforts  of  San- 
tos Dumont  we  have  arrived  at  the  dirigible  balloon  of  to-day. 
But  in  spite  of  the  dirigibility  of  the  modern  balloon,  it  has  so 

1  An  address  presented  before  the  Washington  Academy  of  Sciences,  Decem- 
ber 13,  1906. 

Proc.  Wash.  Acad.  Sci.,  March,  1907.  407 


408  BELL 

far  been  found  impracticable  to  impart  to  this  frail  structure  a 
velocity  sufficient  to  enable  it  to  make  headway  against  any- 
thing but  the  mildest  sort  of  wind.  The  character  of  the  bal- 
loon problem  has  therefore  changed.  Velocity  of  propulsion 
rather  than  dirigibility  is  now  the  chief  object  of  research.  l 

It  has  long  been  recognized  by  a  growing  school  of  thinkers, 
that  an  aerial  vehicle,  in  order  to  cope  with  the  wind,  should  be 
specifically  heavier  than  the  air  through  which  it  moves.  This 
position  is  supported  by  the  fact  that  all  of  Nature's  flying 
models,  from  the  smallest  insect  to  the  largest  bird,  are  speci- 
fically heavier  than  the  air  in  which  they  fly,  most  of  them 
many  hundreds  of  times  heavier,  and  that  none  of  them  adopts 
the  balloon  principle  in  flight.  It  is  also  significant  in  this  con- 
nection that  some  of  Santos  Dumont's  most  celebrated  exploits 
were  accomplished  with  quite  a  small  balloon  so  ballasted  as  to 
sink  in  the  air  instead  of  rise.  He  was  then  enabled,  under  the 
influence  of  his  motive  power,  to  steer  his  balloon  upwards  with- 
out the  expenditure  of  ballast,  and  to  descend  without  the  loss 
of  gas.  This  probably  typifies  —  for  the  balloon  —  the  direc- 
tion of  change  in  the  future.  A  reduction  in  the  volume  of  gas, 
coincidently  with  an  increase  in  motive  power,  will  lead  to 
greater  velocity  of  propulsion  —  now  the  main  desideratum. 
Then,  dependence  upon  velocity  for  support  rather  than  gas, 
may  gradually  lead  to  the  elimination  of  the  gas-bag  altogether : 
in  which  case  the  balloon  will  give  birth  to  a  flying  machine  of 
the  heavier-than-air  type. 

However  this  may  be  it  is  certainly  the  case  that  the  tendency 
of  aerial  research  is  to-day  reverting  more  and  more  to  the  old 
lines  of  investigation  that  were  pursued  for  hundreds  of  years 
before  the  invention  of  the  balloon  diverted  attention  from  the 
subject.  The  old  devices  have  been  reinvented.  The  old  ex- 
periments have  been  tried  once  more.  Again  the  birds  are  rec- 
ognized as  the  true  models  of  flight ;  and  again  men  have  put 
on  wings  —  but  this  time  with  more  promise  of  success. 

Lilienthal  boldly  launched  himself  into  the  air  in  an  apparatus 
of  his  own  construction  having  wings  like  a  bird  and  a  tail  for  a 
rudder.     Without  any  motor  he  ran  down  hill  against  the  wind. 

1  Some  of  the  latest  forms  of  dirigible  balloon  are  shown  in  Plates  XIX  and  XX. 


AERIAL    LOCOMOTION  4O9 

Then,  upon  jumping  into  the  air,  he  found  himself  supported 
by  his  apparatus,  and  glided  down  hill  at  an  elevation  of  a  few 
feet  from  the  ground,  landing  safely  at  a  considerable  distance 
from  his  point  of  departure.  This  exhibition  of  gliding  ilight 
fairly  startled  the  world,  and  henceforth  the  experiments  of 
Lihenthal  were  conducted  in  the  public  eye.  He  made  hun- 
dreds of  successful  flights  with  his  gliding  machine,  varying  its 
construction  from  time  to  time,  and  communicating  to  the  world 
the  results  of  his  experiments  with  practical  directions  how  to 
manage  the  machine  under  circumstances  of  difficulty.  So 
that,  when  at  last  he  met  with  the  usual  fate  of  his  predecessors 
in  this  line,  the  experiments  were  not  abandoned.  They  were 
continued  in  America  by  Chanute  of  Chicago,  Herring,  arid 
other  Americans,  including  the  Wright  brothers  of  Dayton, 
Ohio.     (See  Plate  IX.) 

Hargrave,  of  Australia,  attacked  the  flying  machine  problem 
from  the  standpoint  of  a  kite,  communicating  his  results  to  the 
Royal  Society  of  New  South  Wales.  It  is  to  him  we  owe  the 
modern  form  of  kite  known  as  the  "  Hargrave  Box  Kite,"  which 
surpasses  in  stability  all  previous  forms  of  kites.  He  also  con- 
structed successful  flying  machine  models  on  a  small  scale  using 
a  store  of  compressed  air  as  his  motive  power.  He  did  not  at- 
tempt to  construct  a  large  sized  apparatus,  or  to  go  up  into  the 
air  himself  —  so  he  still  lives,  to  carry  on  researches  that  are  of 
interest  and  value  to  the  world. 

No  one  has  contributed  more  to  the  modern  revival  of  interest 
in  flying  machines  of  the  heavier-than-air  type  than  our  own 
Professor  Langley,  the  late  Secretary  of  the  Smithsonian  In- 
stitution. The  constant  failures  and  disasters  of  the  past  had 
brought  into  disrepute  the  whole  subject  of  aerial  flight  by  man  ; 
and  the  would-be  inventor,  or  experimenter,  had  to  face  —  not 
only  the  natural  difficulties  of  his  subject,  but  the  ridicule  of  a 
sceptical  world.  To  Professor  Langley  is  due  the  chief  credit 
of  placing  this  subject  upon  a  scientific  basis,  and  of  practicallv 
originating  what  he  termed  the  art  of  "  Aerodromics."  In  his 
epoch-making  work  on  "  Experiments  in  Aerodynamics,"  pub- 
lished in  1891  among  the  Smithsonian  Contributions  to  Knowl- 
edge, he  prepared  the  world  for  the  recent  advances  in  this  art 


410 


BELL 


by  announcing  that:  "The  mechanical  sustention  of  heavy 
bodies  in  the  air,  combined  with  very  great  speeds,  is  not  only 
possible,  but  within  reach  of  mechanical  means  we  actually 
possess." 

He  also  attempted  to  reduce  his  principles  to  practice,  by  the 
construction  of  a  large  model  of  an  aerodrome  driven  through 
the  air  by  a  steam  engine  under  the  action  of  its  own  propellers. 
I  was  myself  a  witness  of  the  memorable  experiments  made  by 
Professor  Langley  on  the  6th  of  May,  1896,  with  this  large 
sized  model,  which  had  a  spread  of  wing  of  about  14  feet.  No 
one  who  witnessed  the  extraordinary  spectacle  of  a  steam  engine 
flying  with  wings  in  the  air,  like  a  great  soaring  bird,  could 
doubt  for  one  moment  the  practicability  of  mechanical  flight. 
I  was  fortunate  in  securing  a  photograph  of  this  machine  in 
full  flight  in  the  air,  so  that  an  automatic  record  of  the  achieve- 
ment exists.  (See  Plate  X).  The  experiment  realized  the  utmost 
hopes  and  wishes  of  Professor  Langley  at  that  time  :  "I  have 
brought  to  a  close,"  he  says,  "the  portion  of  the  work  which 
seemed  to  be  specially  mine  —  the  demonstration  of  the  practica- 
bility of  mechanical  flight ;  and  for  the  next  stage,  which  is  the 
commercial  and  practical  development  of  the  idea,  it  is  prob- 
able that  the  world  may  look  to  others.  The  world,  indeed, 
will  be  supine  if  it  does  not  realize  that  a  new  possibility  has 
come  to  it,  and  that  the  great  universal  highway  over-head  is 
now  soon  to  be  opened." 

But  the  world  was  not  satisfied  with  this  position.  It  looked 
to  Professor  Langley  himself  to  carry  on  the  experiments  to  the 
point  of  actually  transporting  a  human  being  through  the  air 
on  an  aerodrome  like  his  model ;  and  so,  with  the  aid  of  an  ap- 
propriation from  the  War  Department  of  the  United  States,  Pro- 
fessor Langley  actually  constructed  a  full  sized  aerodrome,  and 
found  a  man  brave  enough  to  risk  his  life  in  the  apparatus  — 
Mr.  Manly,  of  Washington,  D.  C. 

Great  public  interest  was  aroused ;  but  Professor  Langley  did 
not  feel  justified  in  giving  information  to  the  public,  and  there- 
fore to  foreign  nations,  concerning  experiments  undertaken  in 
the  interests  of  the  War  Department.  His  own  dislike  to  pre- 
mature publicity  cooperated  with  his  conscientious  scruples,  to 


AERIAL    LOCOMOTION  4II 

lead  him  to  deny  the  newspapers  the  opportunity  of  witnessing 
the  experiments.  But  the  newspapers  insisted  upon  being  rep- 
resented. The  correspondents  flocked  to  the  scene,  and  camped 
there  for  weeks  at  considerable  expense  to  their  papers.  They 
watched  the  house-boat  containing  the  aerodrome  by  day  and 
by  night;  and,  upon  the  least  indication  of  activity  within,  news- 
paper reporters  were  on  hand  in  boats.  After  long  delay  in  hopes 
of  securing  privacy  it  was  at  last  decided  to  try  the  apparatus  ; 
but  the  newspaper  representatives,  embittered  by  the  attempts  to 
exclude  them,  were  bringing  the  experiments  into  public  con- 
tempt. They  nicknamed  the  apparatus  "  The  Buzzard,"  and 
were  all  ready  to  presage  defeat. 

Two  experiments  were  made ;  but  on  both  occasions  the 
apparatus  caught  in  the  launching  ways,  and  was  precipitated 
into  the  water  without  having  a  chance  to  show  what  it  could 
do  in  the  air.  The  newspapers  immediately  announced  to  the 
world  the  failure  of  Professor  Langley's  machine,  and  ridiculed 
his  efforts.  The  fact  of  the  matter  is,  that  the  machine  was 
never  tried ;  and  that  there  was  no  more  reason  for  declaring  it 
a  failure  than  for  deciding  that  a  ship  would  not  float  that  has 
never  been  launched.  After  having  witnessed  the  successful 
flight  of  the  large  sized  model  of  1896,  I  have  no  doubt  that 
Professor  Langley's  full  sized  aerodrome  would  have  flown  had 
it  been  safely  launched  into  the  air.      (See  Plate  XI.) 

When  the  machine  was  for  the  second  time  precipitated  into 
the  water  it  was  not  much  damaged  by  the  accident.  Pro- 
fessor Langley,  of  course,  was  more  anxious  about  the  fate 
of  his  intrepid  assistant  than  of  his  machine,  and  followed 
Mr.  Manly  into  the  house-boat  to  ascertain  his  condition. 
During  this  temporary  withdrawal  from  the  scene  of  the 
catastrophe,  the  crew  of  a  tug-boat  grappled  the  frail  frame- 
work of  the  submerged  aerodrome  ;  and  in  the  absence  of  any 
one  competent  to  direct  their  efforts,  they  broke  the  machine  to 
pieces,  thus  ending  the  possibility  of  further  experiments  without 
the  expenditure  of  much  capital.  The  ridicule  of  the  news- 
papers however  effectually  prevented  Professor  Langley  from 
securing  further  financial  aid;  and,  indeed,  broke  his  heart. 
There  can  be  little  doubt  that  the  unjust  treatment  to  which  he 


412 


BELL 


was  exposed  contributed  materially  to    the    production  of   the 
illness  that  caused  his  death. 

He  lived  long  enough  however  to  know  of  the  complete  frui- 
tion of  his  hopes  by  others ;  and,  only  two  days  before  his 
death,  he  had  the  gratification  of  receiving  a  communication 
from  the  newly  formed  Aero  Club  of  America,  recognizing  and 
appreciating  his  efforts  to  promote  mechanical  flight.  This 
communication  read  as  follows  : 

RESOLUTIONS    OF    THE    AERO    CLUB    OF    AMERICA,  ADOPTED 
JANUARY    20,     I906. 

"Whereas,  Our  esteemed  colleague,  Dr.  S.  P.  Langley, 
Secretary  of  the  Smithsonian  Institution,  met  with  an  accident 
in  launching  his  aerodrome,  thereby  missing  a  decisive  test  of 
the  capabilities  of  this  man-carrying  machine,  built  after  his 
models  which  flew  successfully  many  times ;   and 

"Whereas,  In  that  difficult  experiment,  he  was  entitled  to 
fair  judgment  and  distinguished  consideration  because  of  his 
important  achievements  in  investigating  the  laws  of  dynamic 
flight,  and  in  the  construction  of  a  variety  of  successful  flying 
models  :  Therefore  be  it 

"Resolved,  That  the  Aero  Club  of  America,  holding  in  high 
estimation  the  contributions  of  Dr.  Langley  to  the  science  of 
Aerial  Locomotion,  hereby  expresses  to  him  its  sincerest  ap- 
preciation of  his  labors  as  a  pioneer  in  this  important  and 
complex  science  ;   and 

"Be  it  further  resolved,  That  a  copy  of  these  resolutions  be 
sent  to  the  Board  of  Regents  of  the  Smithsonian  Institution, 
and  to  Dr.  Langley." 

Professor  Langley  was  on  his  death  bed  when  these  resolu- 
tions were  brought  to  his  attention,  and  when  asked  what  should 
be  done  with  the  communication  his  pathetic  answer  was  "  Pub- 
lish it."  To  all  who  knew  his  extreme  aversion  to  publicity  in 
any  form  this  reply  indicates  how  keenly  he  felt  the  misrepre- 
sentation of  the  press. 

Both  in  the  case  of  Lilienthal  and  Langley  their  efforts  have 
not  been  in  vain.  Others  have  continued  their  researches  ;  and 
today  the  world   is  in  possession  of  the  first  practical  flying- 


AERIAL    LOCOMOTION  413 

machine  —  the  creation  of  the  brothers  Orville  and  Wilbur 
Wright,  of  Dayton,  Ohio.  Indeed  we  have  news  from  France 
that  a  second  has  just  appeared  constructed  by  the  same  Santos 
Dumont  to  whom  the  world  already  owes  the  first  practical 
dirigible  balloon. 

The  Wright  brothers  began  by  repeating  the  gliding  experi- 
ments of  Lilienthal  with  improved  apparatus  of  the  Hargrave 
type  as  modified  by  Chanute.  (See  Plate  XII.)  After  having 
made  many  successful  glides  through  the  air  without  a  motor, 
they  followed  in  the  footsteps  of  Langley  and  propelled  their 
machine  by  means  of  twin  screws  operated  by  engine  power. 
They  were  successful  in  launching  their  apparatus  into  the  air, 
and  it  flew,  carrying  one  of  them  with  it.  Their  machine  has 
flown  not  once  simply,  but  many  times,  and  in  the  presence  of 
witnesses  ;  so  that  there  can  be  no  doubt  that  the  first  successful 
flying-machine  has  at  last  appeared.  Specially  successful  flights 
were  made  on  the  third  and  fourth  of  October  1905,  which  were 
referred  to  by  the  Wright  brothers  in  a  letter  to  the  Editor  of 
L'Aerophile  published  in  that  journal,  January,  1906.  They 
have-also  made  a  communication  upon  the  subject  to  the  Aero 
Club  of  America ;  and  have  received  the  formal  congratulations 
of  that  organization  upon  their  success. 

Each  of  the  Wright  brothers,  in  turn,  has  made  numerous 
flights  over  their  testing  field  near  Dayton,  Ohio,  sometimes  at 
an  elevation  of  about  80  feet,  at  other  times  skimming  over  the 
field  at  a  height  of  about  ten  feet  from  the  ground.  They  have 
been  able  to  circle  over  the  field  of  operation,  and  even  to 
describe  in  the  air  the  figure  eight,  thus  demonstrating  their 
perfect  control  over  their  apparatus  both  in  the  vertical  and  hori- 
zontal directions.  They  have  succeeded  in  remaining  continu- 
ously in  the  air  for  more  than  half  an  hour  —  thirty-eight  min- 
utes in  fact  —  and  only  came  down  on  account  of  the  exhaustion 
of  their  fuel  supply.  They  state  that  the  velocity  attained  was 
one  kilometer  per  minute,  or  about  37  miles  an  hour.  The  ma- 
chine has  not  only  sustained  its  own  weight  in  the  air  during 
these  trials,  but  has  also  carried  a  man,  and  a  gasoline  engine 
weighing  240  lbs.,  exerting  a  force  of  from  12  to  15  horse 
power,  and  in  addition  an  extra  load  of  50  lbs.  of  pig-iron.     The 


4H 


BELL 


apparatus  complete  with  motor  weighed  no  less  than  925  lbs. 
while  the  supporting  surfaces  consisted  of  two  superposed  aero- 
planes each  measuring  six  by  40  feet ;  so  that  the  machine  as  a 
whole  had  a  flying-weight  of  nearly  two  lbs.  per  square  foot 
(1.9  lbs.). 

Thanks  to  the  efforts  of  the  Wright  brothers  the  practicability 
of  aerial  flight  by  man  is  no  longer  problematical.  We  can  no 
longer  consider  as  impossible  that  which  has  already  been 
accomplished.  America  may  well  feel  proud  of  the  fact  that 
the  problem  has  been  first  solved  by  citizens  of  the  United  States. 

A    FEW     NOTES    OF     PROGRESS     IN     THE    CONSTRUCTION     OF     AN 

AERODROME. 

For  many  years  past,  in  fact  from  my  boyhood,  the  subject 
of  aerial  flight  has  had  a  great  fascination  for  me.  Before  the 
year  1896  I  had  made  many  thousands  of  still  unpublished  ex- 
periments having  a  bearing  upon  the  subject ;  and  I  was  there- 
fore much  interested  in  the  researches  of  Professor  Langley 
relating  to  aerodynamics.  We  were  thrown  closely  together  in 
Washington  and  although  we  rarely  conversed  upon  aerody- 
namics we  knew  that  we  had  a  subject  of  mutual  interest  and 
showed  the  greatest  personal  confidence  in  one  another.  I  did 
not  hesitate  to  show  him  my  experiments,  he  did  not  hesitate  to 
show  me  his.  .At  least  as  early  as  1894,  Professor  Langley 
visited  me  in  my  Nova  Scotia  home  and  witnessed  some  of  my 
experiments  ;  and  in  May,  1896,  he  reciprocated  by  inviting  me 
to  accompany  him  to  Quantico,  Virginia,  and  witness  a  trial  of 
his  large  sized  model.  The  sight  of  Langley's  steam  aerodrome 
circling  in  the  sky  convinced  me  that  the  age  of  the  flying  ma- 
chine was  at  hand.  Encouraged  and  stimulated  by  this  remark- 
able exhibition  of  success,  I  quietly  continued  my  experi- 
ments in  my  Nova  Scotia  laboratory  in  the  hope  that  I  too 
might  be  able  to  contribute  something  of  value  to  the  world's 
knowledge  of  this  important  subject. 

Warned  by  the  experience  of  others,  I  have  sought  for  a  safe 
method  of  approach  —  a  method  that  should  risk  human  life  as 
little  as  possible  during  the  earlier  stages  of  experiment.  Ex- 
periments with   aerodromes  must  necessarily  be   fraught  with 


AERIAL    LOCOMOTION  415 

danger,  until  man,  by  practical  experience  of  the  conditions  to 
be  met  with  in  the  air,  and  of  the  means  of  overcoming  them, 
shall  have  attained  skill  in  the  control  of  aerial  apparatus.  A 
man  cannot  even  ride  a  bicycle  without  practice  ;  and  the  birds 
themselves  have  to  learn  to  fly.  Man,  not  having  any  inherited 
instincts  to  help  him  in  this  matter,  must  first  control  his  flight 
consciously,  guided  by  knowledge  gained  through  experiment. 
Skill  can  only  be  obtained  by  actual  experience  in  the  air ;  and 
this  experience  will  involve  accidents  and  disasters  of  various 
sorts  before  skill  can  be  obtained.  If  these  disasters  should,  as 
so  often  in  the  past,  prove  fatal  to  the  experimenter,  the  knowl- 
edge obtained  by  the  would-be  aviator  will  be  lost  to  the  world, 
and  others  must  begin  all  over  again,  instead  of  pursuing  the 
subject  where  he  left  off,  with  the  benefit  of  his  knowledge  and 
his  experience.  It  is  therefore  of  the  utmost  consequence  to 
progress  in  the  art  of  aviation,  that  the  first  attempts  to  gain 
experience  in  the  air  should  be  made  under  such  conditions  of 
safety  as  to  reduce  to  a  minimum  the  liability  to  fatal  results. 

The  Wright  brothers'  successful  flying  machine  travels  at  the 
rate  of  about  thirty-seven  miles  an  hour;  and,  judging  from  its 
great  flying  weight  (nearly  two  pounds  per  square  foot  of  sup- 
porting surface),  it  is  unlikely  that  it  could  be  maintained  in  the 
air  if  it  had  very  much  less  velocity.  But  should  an  accident 
happen  to  a  body  propelled  through  the  air  with  the  velocity  of 
a  railroad  train,  how  about  the  safety  of  the  occupants?  Acci- 
dents will  happen,  sooner  or  later,  and  the  chances  are  largely 
in  favor  of  the  first  accident  being  the  last  experiment.  While 
therefore  we  may  look  forward  with  confidence  to  the  ultimate 
possession  of  flying  machines  exceeding  in  speed  the  fastest 
railroad  trains,  it  might  be  the  part  of  wisdom  to  begin  our  first 
experiments  at  gaining  experience  in  the  air,  with  machines 
travelling  at  such  moderate  velocities  as  to  reduce  the  chances 
of  a  fatal  catastrophe  to  a  minimum.  This  means  that  they 
should  be  light-flying  machines ;  that  is,  the  ratip  of  weight 
to  supporting  surface  should  be  small. 

While  theory  indicates  that  the  greater  the  weight  in  propor- 
tion to  supporting  surface  consistent  with  flight,  the  more  inde- 
pendent of  the  wind  will  the  machine  be,  yet  it  might  be  advis- 


416  BELL 

able  to  begin,  if  possible,  with  such  a  moderate  flying-weight 
as  to  permit  of  the  machine  being  flown  as  a  kite.  There  would 
be  little  difficulty  then  in  raising  it  into  the  air ;  and,  should  an 
accident  happen  to  the  propelling  machinery,  the  apparatus 
would  descend  gently  to  the  ground ;  or  the  aviator  could  cast 
anchor,  and  his  machine  would  continue  flying  —  as  a  kite  —  if 
the  wind  should  prove  sufficient  for  its  support.  If  it  could  fly, 
as  a  kite,  in  a  ten-mile  breeze,  then  a  velocity  of  only  ten  miles 
an  hour  would  be  sufficient  for  its  support  as  a  flying  maching 
in  calm  air,  while  a  less  speed  would  suffice  in  heading  into  a 
moderate  wind. 

Such  velocities  would  be  consistent  with  safety  in  experi- 
ments, especially  if  the  flights  should  be  made  over  water  in- 
stead of  land,  and  at  moderate  elevations  above  the  surface. 
Under  such  circumstances  the  inevitable  accidents  which  are 
sure  to  happen  during  first  experiments  are  hardly  likely  to  be 
followed  by  more  serious  consequences  than  a  ducking  to  the 
man,  and  the  immersion  of  the  machine.  If  the  man  is  able  to 
swim,  and  the  machine  to  float  upon  water,  little  damage  need 
be  anticipated  to  either. 

There  are  two  critical  points  in  every  aerial  flight  —  its  be- 
ginning and  its  end.  A  flying  machine  adapted  to  float  upon 
water  not  only  seems  to  afford  a  safe  means  of  landing,  but 
also  promises  a  solution  of  that  most  difficult  of  problems  —  a 
safe  method  of  launching  the  apparatus  into  the  air.  If  the 
supporting  floats  are  so  formed  as  to  permit  of  the  machine  be- 
ing propelled  over  the  surface  of  the  water  like  a  motor  boat, 
then,  if  sufficient  headway  can  be  gained  under  the  action  of 
her  aerial  propellers,  the  machine  can  be  steered  upwards  into 
the  air,  rising  from  the  water,  after  the  manner  of  a  water  bird, 
in  the  face  of  the  wind.  This  seems  to  be  the  safest  method  of 
gaining  access  to  the  air ;  but,  of  course,  its  practicability  de- 
pends upon  possibilities  of  lightness  and  speed  yet  to  be  demon- 
strated. 

In  any  event,  if  the  machine,  man  and  all,  is  light  enough  to 
be  flown  as  a  kite,  it  can  be  towed  out  of  the  water  into  the  air 
through  the  agency  of  a  motor  boat ;  and,  upon  land,  it  would 
not  even  be  necessary  for  it  to  gain  headway  before  rising,  for, 


AERIAL    LOCOMOTION  417 

in  a  supporting  wind,  it  would  rise  of  itself  into  the  air,  if  re- 
lieved of  the  weight  of  the  man,  and  fly  as  a  kite.  It  would 
then  be  a  comparatively  simple  matter  to  lower  the  kite  to  a 
convenient  height  from  the  ground,  and  to  hold  it  steadily  in 
position  by  subsidiary  lines,  while  the  aviator  ascends  a  rope 
ladder  to  his  seat  in  the  machine.  In  this  way  the  man  would 
not  be  exposed  to  danger  during  the  critical  operation  of  launch- 
ing the  apparatus  into  the  air ;  and,  by  a  converse  process,  a 
safe  landing  could  be  effected  without  bringing  the  machine  to 
the  ground.  The  chance  of  injury  to  the  machine  itself  would 
also  be  much  lessened  by  relieving  it  of  the  weight  of  the  man 
during  the  initial  process  of  launching,  and  the  final  process  of 
bringing  the  machine  down  to  the  ground. 

Such  speculations  as  these  of  course  are  only  justifiable  upon 
the  assumption  that  it  is  possible  to  construct  an  aerial  vehicle 
large  enough  and  strong  enough  to  support  a  man  and  an  engine 
in  the  air,  and  yet  light  enough  to  be  flown  as  a  kite  in  a  moderate 
breeze  with  the  man  and  engine  and  all  on  board.  My  experi- 
ments in  Nova  Scotia  have  demonstrated  that  this  can  be  done  ; 
and  I  now  therefore  find  myself  seriously  engaged  in  the  attempt 
to  reduce  these  ideas  to  practice  by  the  actual  construction  of  an 
aerodrome  of  the  kite  variety.  The  progress  of  experiment  may 
be  divided  into  three  well  marked  stages  —  the  kite  stage,  the 
motor  boat  stage,  and  the  free  flying-machine  rising  from  the 
water. 

THE    KITE    STAGE. 

In  April,  1899,  I  made  my  first  communication  on  the  subject 
of  kites  to  the  National  Academy  of  Sciences  in  a  paper  entitled, 
"  Kites  with  Radial  Wings,"  which  was  reviewed,  with  illustra- 
tions, in  the  Monthly  Weather  Review  for  April,  1899  (Vol- 
XXVI,  pp.  154-155,  Plate  XI).  I  made  another  communica- 
tion to  the  National  Academy  on  the  23rd  of  April,  1903,  upon 
"The  Tetrahedral  Principle  in  Kite  Structure,"  which  was 
published,  with  91  illustrations  and  an  appendix,  in  the  National 
Geographic  Magazine  for  June,  1903  (Vol.  XIV,  pp.  220-251). 
The  substance  of  the  present  address  was  presented,  in 
part,    to  the    National    Academy  of    Sciences    at    their    recent 


418  BELL 

meeting  in  Boston,  Mass.,  November  21,  1906.  The  experi- 
ments referred  to,  which  were  undertaken  at  first  for  my 
own  pleasure  and  amusement,  have  gradually  assumed  a  serious 
character  from  their  bearing  upon  the  flying-machine  problem. 

The  word  "kite"  unfortunately  is  suggestive  to  most  minds 
of  a  toy  —  just  as  the  telephone  at  first  was  thought  to  be  a  toy 
—  so  that  the  word  does  not  at  all  adequately  express  the  nature 
of  the  enormous  flying  structures  employed  in  some  of  my  ex- 
periments. (See  Plates  XVI,  XVII,  XVIII.)  These  structures 
were  really  aerial  vehicles  rather  than  kites,  for  they  were  capable 
of  lifting  men  and  heavy  weights  into  the  air.  They  were  flown 
after  the  manner  of  kites,  but  their  flying  cords  were  stout  manilla 
ropes.  They  could  not  be  held  by  hand  in  a  heavy  breeze  ;  but 
had  to  be  anchored  to  the  ground  by  several  turns  of  the  ropes 
around  stout  cleats  like  those  employed  on  steamships  and  men- 
of-war. 

One  of  the  great  difficulties  in  making  a  large  structure  light 
enough  to  be  flown  as  a  kite,  has  been  pointed  out  by  Professor 
Simon  Newcomb  in  an  article  in  McClure's  Magazine  published 
in  September,  1901,  entitled  "  Is  the  Air-Ship  Coming?";  and 
this  difficulty  had  so  much  weight  with  him  at  that  time  as  to 
lead  him  to  the  general  conclusion  that —  "  The  construction  of 
an  aerial  vehicle  which  could  carry  even  a  single  man  from  place 
to  place  at  pleasure,  requires  the  discovery  of  some  new  metal, 
or  some  new  force." 

This  conclusion  the  Wright  brothers,  and  now  Santos 
Dumont,  have  demonstrated  to  be  incorrect ;  but  Professor  New- 
comb's  objections  undoubtedly  have  great  force,  and  reveal  the 
cause  of  failures  of  attempts  to  construct  large-sized  flying-ma- 
chines upon  the  basis  of  smaller  models  that  actually  flew.  Pro- 
fessor Newcomb  shows  that  where  two  aerial  vehicles  are  made 
exactly  alike,  only  differing  in  the  scale  of  their  dimensions,  the 
ratio  of  weight  to  supporting  surface  is  greater  in  the  larger  one 
than  in  the  smaller ;  the  weight  increasing  as  the  cube  of  the 
dimensions,  whereas  the  supporting  surfaces  only  increase  as  the 
squares.  From  this  the  conclusion  is  obvious  that  if  we  make 
our  structure  large  enough  it  will  be  too  heavy  to  fly  even  by 
itself  —  far  less  be  the  means  of  supporting  an  additional  load 


AERIAL    LOCOMOTION  419 

like  a  man,  and  an  engine  for  motive  power.  This  conclusion 
is  undoubtedly  correct  in  the  case  of  structures  that  are  "  exactly 
alike,  excepting  in  their  dimensions,"  but  it  is  not  true  as  a 
general  proposition. 

A  small  bird  could  not  sustain  a  heavy  load  in  the  air ;  and 
while  it  is  true  that  a  similar  bird  of  double  the  dimensions  would 
be  able  to  carry  a  less  proportionate  weight  because  it  is  itself 
heavier  in  proportion  to  its  wing  surface  than  the  smaller  bird 
—  eight  times  as  heavy  in  fact,  with  only  four  times  the  wing 
surface  —  still  it  is  conceivable  that  a  flock  of  small  birds  could 
sustain  a  heavy  load  divided  equally  among  them,  and  it  is 
obvious  that  in  this  case  the  ratio  of  weight  to  wing  surface 
would  be  the  same  for  the  whole  flock  as  for  the  individual 
bird.  If  then  we  build  our  large  structure  by  combining  together 
a  number  of  small  structures  each  light  enough  to  fly,  instead  of 
simply  copying  the  small  structure  upon  a  larger  scale,  we 
arrive  at  a  compound  or  cellular  structure  in  which  the  ratio  of 
weight  to  supporting  surface  is  the  same  as  that  of  the  individual 
units  of  which  it  is  composed,  thus  overcoming  entirely  the  really 
valid  objections  of  Professor  Newcomb  to  the  construction  of 
large  flying-machines. 

In  my  paper  upon  the  tetrahedral  principle  in  kite  structure,  I 
have  shown  that  a  framework  having  the  form  of  a  tetrahedron 
possesses  in  a  remarkable  degree  the  properties  of  strength  and 
lightness.  This  is  especially  the  case  when  we  adopt  as  our 
unit  structure  the  form  of  the  regular  tetrahedron,  in  which  the 
skeleton  frame  is  composed  of  six  rods  of  equal  length  as  this 
form  seems  to  give  the  maximum  of  strength  with  the 
minimum  of  material.  When  these  tetrahedral  frames  or  cells 
are  connected  together  by  their  corners  they  compose  a  struc- 
ture of  remarkable  rigidity,  even  when  made  of  light  and  fragile 
material  —  the  whole  structure  possessing  the  same  properties  of 
strength  and  lightness  inherent  in  the  individual  cells  them- 
selves. 

The  unit  tetrahedral  cell  yields  the  skeleton  form  of  a  solid, 
and  it  is  bounded  by  four  equal  triangular  faces.  By  covering 
two  adjoining  faces  with  silk  or  other  material  suitable  for  use 
in  kites,  we    arrive    at  the    unit    "winged    cell "  of   the    com- 


420 


BELL 


pound  kite ;  the  two  triangular  surfaces,  in  their  flying  position, 
resembling  a  pair  of  wings  raised  with  their  points  upward,  the 
surfaces  forming  a  dihedral  angle.  (A,  Plate  XIII.)  Four  of 
these  unit  cells,  connected  together  at  their  corners,  form  a  four- 
celled  structure,  having  itself  the  form  of  a  tetrahedron  contain- 
ing in  the  middle  an  empty  space  of  octahedral  form,  equal  in 
volume  to  the  four  tetrahedral  cells  themselves.  (B,  Plate  XIII.) 
In  my  paper  I  showed  that  four  of  these  four-celled  structures 
connected  at  their  corners  resulted  in  a  sixteen-celled  structure 
of  tetrahedral  form,  containing,  in  addition  to  the  octahedral 
spaces  between  the  unit  cells,  a  large  central  space  equivalent 
in  volume  to  four  of  the  four-celled  structures.  (C,  Plate  XIII.) 
In  a  similar  manner  four  of  the  sixteen-celled  structures  con- 
nected together  at  their  corners  form  a  sixty-four-celled  structure. 
(D,  Plate  XIII. )  Four  of  the  sixty-four-celled  structures  form  a 
two  hundred  and  fifty-six-celled  structure,  etc.,  etc.,  and  in 
each  of  these  cases  an  empty  space  exists  in  the  center,  equiva- 
lent to  half  of  the  cubical  contents  of  the  whole  structure,  in 
addition  to  spaces  between  the  individual  cells,  and  minor  groups 
of  cells. 

Kites  so  formed,  exhibit  remarkable  stability  in  the  air  under 
varying  conditions  of  wind,  and  I  stated  in  my  paper  that  the 
kites  which  had  the  largest  central  spaces  seemed  to  be  the  most 
stable  in  the  air.  Of  course  these  were  the  structures  that  were 
composed  of  the  largest  number  of  unit  cells  ;  and  I  now  have 
reason  to  believe  that  the  automatic  stability  of  these  kites  de- 
pends more  upon  the  number  of  unit  cells  than  upon  the  pres- 
ence of  large  empty  space  in  the  kites  ;  for  I  have  found,  upon 
filling  in  these  empty  spaces  with  unit  cells,  that  the  flying 
qualities  of  a  large  kite  have  been  greatly  improved.  The 
structure,  so  modified,  seems  to  fly  in  as  light  a  breeze  as  be- 
fore but  with  greatly  increased  lifting  power ;  while  the  gain  in 
structural  strength  is  enormous. 

I  had  hitherto  supposed  that  if  cells  were  placed  directly  be- 
hind one  another,  without  providing  large  spaces  between  them, 
comparable  to  the  space  between  the  two  cells  of  a  Hargrave 
box  kite,  the  front  cells  would  shield  the  others  from  the  action 
of  the  wind,  and  thus  cause  them  to  lose  their  efficiency ;  but  no 


AERIAL    LOCOMOTION  42 1 

very  marked  effect  of  this  kind  has  been  observed  in  practice. 
Whatever  theoretical  interferences  there  may  be,  the  detrimental 
effect  upon  the  flying  qualities  of  a  kite  are  not,  practically, 
obvious ;  while  the  gain  in  structural  strength  and  in  lifting 
power  outweigh  any  disadvantages  that  may  exist.  I  presume, 
that  there  must  be  some  limit  to  the  number  of  cells  that  can  be 
placed  in  close  proximity  to  one  another  without  detrimental 
effect ;  but  so  far  my  experiments  have  not  revealed  it. 

To  test  the  matter,  I  put  together  into  one  structure  all  the 
available  winged  cells  I  had  in  the  laboratory — 1300  in  num- 
ber. These  were  closely  attached  together  without  any  other 
empty  spaces  in  the  structure  than  those  existing  between  the 
individual  cells  themselves  when  in  contact  at  their  corners. 
The  resulting  kite,  known  as  "The  Frost  King,"  consisted  of 
successive  layers,  or  strata  of  cells,  closely  superposed  upon 
one  another.  (See  Plate  XIV.)  The  lowest  layer,  or  floor  of 
the  structure,  consisted  of  12  rows  of  13  cells  each.  The  cells 
forming  each  row  were  placed  side  by  side  attached  to  one  an 
other  by  their  upper  corners ;  and  the  12  rows  were  placed  one 
behind  the  other,  the  rear  corners  of  one  row  being  attached  to 
the  front  corners  of  the  row  immediately  behind.  The  next 
stratum  above  the  floor  had  11  rows  of  14  cells;  the  next,  10 
rows  of  15  cells;  etc., — each  successive  layer  increasing  in 
lateral  dimensions  and  diminishing  in  the  fore  and  aft  direc- 
tion ;  so  that  the  top  layer,  or  roof,  consisted  of  a  single  row  of 
24  cells  placed  side  by  side.  One  would  imagine  that  a  closely 
packed  mass  of  cells  of  this  kind — 1300  in  number  —  would 
have  developed  some  difficulty  in  flying  in  a  moderate  breeze  if 
the  cells  interfered  with  one  another  to  any  material  extent :  but 
this  kite  not  only  flew  well  in  a  breeze  estimated  at  not  more 
than  about  10  miles  an  hour  because  it  did  not  raise  white-caps, 
but  carried  up  a  rope-ladder,  several  dangling  ropes  10  and  12 
meters  long,  and  more  than  200  meters  of  manilla  rope  used  as 
flying  lines,  and  in  addition  to  all  this,  supported  a  man  in  the 
air.     (See  Plate  XV.) 

The  whole  kite,  impedimenta  and  all,  including  the  man, 
weighed  about  131  kgs.  (288  lbs.) ;  and  its  greatest  length  from 
side  to  side  was  6  meters   at  the  top  and  three  meters  at  the 


422 


BELL 


bottom.  The  sloping  sides  measured  3  meters  and  the  length 
from  fore  to  aft  at  the  square  bottom  was  3  meters.  It  is  obvious 
that  this  kite  might  be  extended  laterally  at  the  top  to  twice  its 
length  without  forming  an  immoderately  large  structure.  It 
would  then  be  12  meters  on  the  top  (39  ft.)  and  9  meters  on  the 
bottom  from  side  to  side,  without  changing  the  fore  and  aft 
dimensions,  or  the  height.  It  would  then  contain  more  than 
double  the  number  of  cells  and  so  should  be  able  to  sustain  in 
the  air  more  than  double  the  load ;  so  that  such  a  structure 
would  be  quite  capable  of  sustaintng  both  a  man,  and  an  engine 
of  the  weight  of  a  man,  and  yet  be  able  to  fly  as  a  kite  in  a 
breeze  no  stronger  than  that  which  supported  the  "  Frost 
King." 

An  engine  of  the  weight  of  a  man  could  certainly  impart  to 
the  structure  a  velocity  of  10  miles  an  hour,  the  estimated  veloc- 
ity of  the  supporting  wind,  and  thus  convert  the  kite  into  a  free 
flying-machine.  The  low  speed  at  which  I  have  been  aiming 
—  for  safety's  sake  —  is  therefore  practicable. 

In  the  "Frost  King"  and  other  kites  composed  exclusively 
of  tetrahedral  winged  cells,  there  are  no  horizontal  surfaces  (or 
rather  surfaces  substantially  horizontal  as  in  ordinary  kites),  but 
the  framework  is  admirably  adapted  for  the  support  of  such 
surfaces.  Horizontal  aeroplanes  have  much  greater  lifting- 
power  than  similar  surfaces  obliquely  arranged  as  in  the  tetra- 
hedral construction,  and  I  have  made  many  experiments  to  com- 
bine horizontal  surfaces  with  winged  cells,  with  greatly  im- 
proved results  so  far  as  lifting-power  is  concerned.  But  there 
is  always  an  element  of  instability  in  a  horizontal  aeroplane, 
especially  if  it  is  of  large  size ;  whereas  kites  composed  exclu- 
sively of  winged  cells  are  wonderfully  steady  in  the  air  under 
varying  conditions,  though  deficient  in  lifting-power ;  and  the 
kites  composed  of  the  largest  number  of  winged  cells  seem  to 
be  the  most  stable  in  the  air. 

In  the  case  of  an  aeroplane  of  any  kind  the  center  of  air-pres- 
sure rarely  coincides  with  the  geometrical  center  of  surface,  but 
is  usually  nearer  the  front  edge  than  the  middle.  It  is  liable  to 
shift  its  position,  at  the  most  unexpected  times,  on  account  of 
some  change  in  the  inclination  of  the  surface  or  the  direction  of 


AERIAL    LOCOMOTION  423 

the  wind.  The  change  is  usually  small  in  steady  winds  ;  but 
in  unsteady  winds  great  and  sudden  changes  often  occur. 

The  extreme  possible  range  of  fluctuation  is,  of  course,  from 
the  extreme  front  of  the  aeroplane  to  the  rear,  or  vice  versa,  and 
the  possible  amount  of  change,  therefore,  depends  upon  the 
dimensions  of  the  aeroplane  —  especially  in  the  fore  and  aft 
direction.  With  a  large  aeroplane  the  center  of  pressure  may 
suddenly  change  to  such  an  extent  as  to  endanger  the  equilibrium 
of  the  whole  machine.  Whereas,  with  smaller  aeroplanes, 
especially  those  having  slight  extension  in  the  fore  and  aft 
direction,  the  change,  though  proportionally  as  great,  is  small 
in  absolute  amount.  Where  we  have  a  multitude  of  small  sur- 
faces well  separated  from  one  another,  as  in  the  tetrahedral  con- 
struction, it  is  probable  that  the  resultant  center  of  pressure  for 
the  whole  kite  can  shift  to  no  greater  extent  than  the  centers  of 
pressure  of  the  individual  surfaces  themselves.  It  is,  therefore 
extremely  unlikely  that  the  equilibrium  of  a  large  kite  could  be 
endangered  by  the  shifting  of  the  centers  of  pressure  in  small 
surfaces  within  the  kite.  This  may  be  the  cause  of  the  auto- 
matic stability  of  large  structures  built  of  small  tetrahedral  cells. 
If  so,  one  principle  of  stability  would  be:  Small  surfaces  — 
well  separated —  and  many  of  them.  The  converse  proposition 
would  then  hold  true  if  we  desired  to  produce  instability  and  a 
tendency  to  upset  in  a  squall  —  namely  :  Large  surfaces  — 
continuous —  and  few  of  them. 

Another  source  of  danger  with  large  continuous  surfaces  is 
the  fact  that  a  sudden  squall  may  strike  the  kite  on  one  side, 
lifting  it  up  at  that  side  and  tending  to  upset  it.  But  the  com- 
pound tetrahedral  structure  is  so  porous,  that  a  squall  passes 
right  through  and  lifts  the  other  side  as  well  as  the  side  first 
struck ;  so  that  the  kite  has  not  time  to  be  upset  before  the  blow 
on  one  side  is  counterbalanced  by  a  blow  on  the  other.  I  have 
flown  a  Hargrave  box  kite  simultaneously  with  a  large  kite  of 
many  tetrahedral  cells  in  squally  weather  for  the  purpose  of 
comparing  them  under  similar  conditions.  The  tetrahedral 
structure  often  seemed  to  shiver  when  struck  by  a  sudden  squall, 
whereas  the  box  kite  seemed  to  be  liable  to  a  swaying  or  tipping 
motion  that  would  be  exceedingly  dangerous  in  a  structure  of 
large  size  forming  part  of  a  flying  machine. 


424 


BELL 


Another  element  of  stability  in  the  tetrahedral  structure  lies 
in  the  fact  that  the  winged  surfaces  are  elevated  at  a  greater 
angle  above  the  horizon  than  45  °. 

Supposing  the  wings  of  a  cell  to  be  opened  out  until  they  are 
nearly  flat  —  or  at  least  until  they  each  make  a  comparatively 
small  angle  with  the  horizon  —  say  200  —  then  if,  from  any 
cause,  the  cell  should  tip  so  as  to  elevate  one  wing  (say  to  25  °) 
and  depress  the  other  (say  to  15  °)  then  the  lifting-power  of  the 
wind  will  be  increased  upon  the  elevated  wing  and  diminished 
on  the  depressed  wing,  so  that  there  would  be  no  tendency  to  a 
recovery  of  position,  but  the  very  reverse.  The  pressure  of  the 
wind  would  tend  to  increase  the  tipping  action,  and  favor  the 
production  of  oscillation  and  a  tendency  to  upset.  The  lifting- 
power  of  the  wind  upon  a  surface  inclined  at  io°  is  less  than  at 
200  ;  and  greater  at  250  than  200.  The  more  the  wings  are 
opened  out,  and  the  flatter  they  become,  the  more  essentially 
unstable  is  the  arrangement  in  the  air. 

Now  suppose  the  wings  to  be  raised  until  they  are  nearly 
closed,  or  at  all  events  until  they  make  a  small  angle  with  the 
vertical  (say  700  from  the  horizontal),  then  if  from  any  cause 
the  cell  should  tip  so  as  to  elevate  one  wing  (say  to  75  °)  and 
depress  the  other  (say  to  65  °),  the  lifting-power  of  the  wind  will 
be  increased  upon  the  depressed  wing  and  diminished  on  the 
elevated  wing ;  for  the  lifting-power  of  the  wind  is  greater  at 
65  °  than  at  700  and  less  at  75  °.  Thus  the  moment  a  tipping 
action  begins  the  pressure  of  the  wind  resists  it,  and  an  active 
force  is  invoked  tending  to  restore  the  structure  to  its  normal 
position.  The  more  the  wings  are  raised,  and  the  more  they 
approach  the  perpendicular  position  the  more  stable  essentially 
is  the  arrangement  in  the  air. 

The  dividing  line  between  these  two  opposite  conditions  seems 
to  be  drawn  about  the  angle  of  45  °.  As  the  tetrahedral  wing- 
surfaces  make  a  greater  angle  than  this  with  the  horizontal  they 
constitute  an  essentially  stable  arrangement  in  the  air ;  whereas 
a  horizontal  surface  represents  the  extreme  of  the  undesirable 
unstable  condition. 

These  considerations  have  led  me  to  prefer  a  structure  com- 
posed of  winged  tetrahedral  cells  alone,  without  horizontal  sur- 


AERIAL    LOCOMOTION  425 

faces  either  large  or  small,  although  the  lifting-power  is  less 
than  when  horizontal  surfaces  are  employed,  because  the  factor 
of  safety  is  greater.  One  of  the  chief  causes  that  have  led  to 
disasters  in  the  past  has  been  lack  of  stability  in  the  air.  Auto- 
matic stability  under  varying  conditions  is  surely  of  the  very 
first  consequence  to  safety,  for  what  would  it  profit  a  man  were 
he  to  gain  the  whole  world  and  lose  his  own  equilibrium  in  the 
air?  A  kite  composed  exclusively  of  multitudinous  winged-cells 
seems  to  possess  this  property  of  automatic  stability  in  a  very 
marked  degree.  If  then  its  lifting-power  is  sufficient  for  our 
purpose  there  is  no  necessity  for  the  introduction  of  a  factor  of 
danger  by  the  addition  of  horizontal  surfaces.  Of  course  the 
addition  of  such  surfaces  would  enable  us  to  secure  the  desired 
lifting-power  with  a  smaller  and  therefore  lighter  structure,  and 
this  would  be  of  advantage  if  we  could  be  sure  of  its  stability  in 
the  air. 

In  employing  tetrahedral  winged-cells  alone,  upon  the  hollow 
plane  of  construction  in  which  large  empty  spaces  occurred 
within  the  kite,  a  practical  difficulty  was  encountered  arising 
from  the  enormous  size  of  the  structure  required  for  the  support 
of  a  man,  combined  with  the  increasing  weakness  of  the  struc- 
ture as  it  increased  in  size.  The  discovery  that  the  cells  may 
be  closely  massed  together  without  marked  injurious  effects  has 
completely  remedied  this  difficulty  ;  for  upon  this  plan,  not  only 
is  the  structural  strength  improved  by  an  increase  of  size,  but 
the  lifting-power  increases  with  the  cube  of  the  dimensions,  so 
that  a  very  slight  increase  in  the  dimensions  of  a  large  kite  in- 
creases very  greatly  its  lifting-power.  We  now  have  the  possi- 
bility of  building  structures  composed  exclusively  of  tetrahedral 
winged-cells  that  will  support  a  man  and  an  engine  in  a  breeze 
of  moderate  velocity,  without  the  necessity  of  constructing  a 
kite  of  immoderate  size.  The  experiments  with  the  "  Frost 
King"  made  in  December,  1905,  satisfied  me  upon  this  point, 
and  brought  to  a  close  my  experiments  with  kites. 

Conclusion. 
Since  December,  1905,  my  attention  has  been  directed  to  other 
points  necessary  to  be  considered  before  an  aerodrome  of  the 


426  BELL 

kite  variety  can  be  made ;  and  to  the  assembling  of  the  ma- 
terials for  its  manufacture. 

I  have  had  to  improve  and  simplify  the  method  of  making 
the  winged-cells  themselves.  Through  the  agency  of  Mr. 
Hector  P.  McNeil,  Superintendent  of  the  Volta  Laboratory, 
Washington,  D.  C,  who  is  now  taking  up  the  manufacture  of 
tetrahedral  cells  as  a  new  business,  I  am  now  able  to  obtain 
cells  constructed  largely  by  machinery,  and  with  stamped-metal 
corners  to  hold  the  rods  together.  The  process  of  tying  the 
cells  and  parts  of  cells  together  had  proved  to  be  very  labori- 
ous and  expensive ;  and  the  process  was  not  suited  to  unskilled 
persons.  By  the  new  process  most  of  the  work  is  done  by  ma- 
chinery, and  no  skill  is  required  to  connect  the  cells  together. 

I  have  also  had  to  go  into  the  question  of  motor  construction, 
a  subject  with  which  I  am  not  familiar ;  and  while  waiting  for 
the  completion  of  the  material  required  for  the  aerodrome  I  have 
been  carrying  on  experiments  to  test  the  relative  efficiency  of 
various  forms  of  aerial  propellers.  I  have  also  been  occupied 
with  the  details  of  construction  of  a  supporting  float  adapted  for 
propulsion  over  the  water  as  a  motor  boat,  and  also  adapted  to 
form  the  body  of  the  flying-machine  when  in  the  air. 

Of  course  it  would  be  premature  for  me  to  enter  into  any 
description  of  experiments  that  are  still  in  progress,  or  to  submit 
plans  for  an  aerodrome  which  are  still  under  discussion.  I  shall 
therefore  simply  say  in  conclusion  that  I  have  recently  been 
making  experiments  in  propelling,  by  means  of  aerial  propellers, 
a  life-raft  supported,  catamaran  fashion,  on  two  metallic  cyl- 
inders. The  whole  arrangement,  with  a  marine  motor  on  board, 
is  exceedingly  heavy,  weighing  over  2,500  pounds;  and  it  is 
sunk  so  low  that  the  water  level  rises  at  least  to  the  middle  of 
the  supporting  cylinders,  so  that  the  raft  is  not  at  all  adapted  for 
propulsion,  and  cannot  attain  great  speed.  The  great  and 
unnecessary  weight  of  this  machine  has  led  to  an  interesting 
and  perhaps  important  discovery  that  might  have  escaped  atten- 
tion had  the  apparatus  been  lighter  and  better  adapted  for  pro- 
pulsion. 

Under  the  action  of  her  aerial  propellers,  this  clumsy  raft  is 
unable  to  attain  a  higher  speed  than  four  miles  an  hour;  and  yet 


AERIAL    LOCOMOTION  427 

she  is  able  to  face  a  sixteen-mile  white-cap  breeze,  and  make 
headway  against  it,  instead  of  drifting  backwards  with  the  wind. 
Under  such  circumstances  her  speed  is  materially  reduced ;  but 
the  point  I  would  direct  attention  to  is  this,  that  she  is  not  stopped 
by  a  current  of  air  moving  with  very  much  greater  velocity  than 
her  maximum  possible  speed  in  a  calm.  Of  course  there  would 
be  nothing  remarkable  about  this  if  her  propellers  were  acting 
in  the  water  instead  of  the  air,  but  they  were  not.  They  acted 
exclusively  in  the  air,  and  the  water  was  only  an  additional 
resistance  to  be  overcome. 

It  is  worthy  of  note  in  this  connection  that  the  rapid  rotation 
of  the  propellers  yield  a  theoretical  efficiency  of  thirty  or  forty 
miles  an  hour,  and  that  the  mass  of  the  machine  and  the  resis- 
tance of  the  water  drag  this  down  to  an  actual  performance  of 
only  four  miles,  so  that  at  first  sight  it  appears  probable  that  the 
effect  noted  may  be  a  result  of  the  greater  slip  of  the  propellers 
acting  in  a  calm.  I  am  inclined  to  think  however  that  this 
explanation  is  insufficient ;  and  would  suggest  the  following  as 
more  probable. 

The  enormous  mass  of  the  moving  body  enables  it  to  acquire 
very  considerable  momentum  with  slight  velocity ;  whereas,  the 
opposing  current  of  air  has  such  slight  mass,  that  it  cannot 
acquire  an  equal  momentum  with  a  very  much  higher  velocity. 

If  two  bodies  of  unequal  mass,  moving  with  equal  but  oppo- 
site velocities,  come  into  collision  with  one  another,  then  the 
heavier  body  will  not  be  completely  stopped  by  the  lighter.  It 
will  make  headway  against  the  resistance  of  the  other  even 
though  the  lighter  should  possess  superior  velocity,  provided, 
of  course,  that  it  has  a  sufficient  superiority  of  mass.  We  are 
here  dealing  with  momentum  (»/;■),  not  velocity  (v)  alone.  The 
body  having  the  greatest  momentum  will  be  the  victor  in  the 
struggle  whatever  the  actual  velocities  may  be. 

The  suggestiveness  of  this  result  lies  in  its  application  to  the 
flying  machine  problem.  A  balloon,  on  account  of  its  slight 
specific  gravity,  must  ever  be  at  the  mercy  of  the  wind.  In 
order  to  make  an)'  headway  against  a  current  of  air  it  must  itself 
acquire  a  velocity  superior  to  the  wind  that  opposes  it.  On  the 
other  hand  it  is  probable  that  a  flying  machine  of  the  heavier- 


428  BELL 

than-air  type,  at  whatever  speed  it  moves,  will  be  able  to  make 
headway  against  a  wind  of  much  greater  velocity,  provided 
its  momentum  is  greater  than  the  momentum  of  the  air  that  op- 
poses it. 

DISCUSSION    OF   DR.   BELL'S  ADDRESS  BY  CHARLES  M.   MANLY. 

It  is  a  notable  sign  of  the  kind  of  attention  aeronautical  work  is  now 
attracting  ,  that  one  who  has  to  his  credit  the  accomplishment  of  such 
big  things  as  Dr.  Bell  has,  should  become  so  actively  engaged  in  it. 
As  Dr.  Bell  has  already  pointed  out,  the  world  owes  much  to  Mr. 
Langley  for  taking  hold  of  the  subject  when  it  was  looked  upon  as  the 
wild  dream  of  cranks  and  enthusiasts  and  by  putting  it  on  a  scientific 
basis  made  it  seem  worthy  of  serious  attention.  It  is  no  less  fortunate 
that  we  have  to-day  such  men  as  Dr.  Bell  actively  engaged  in  the  con- 
struction of  large  man-carrying  machines,  for  the  influence  of  their 
example  causes  the  work  to  be  looked  on  by  the  public  more  and  more 
seriously  all  the  time. 

Dr.  Bell  has  pointed  out  that  one  of  the  advantages  possessed  by 
such  a  slow  speed  aerodrome  as  he  will  be  able  to  construct  by  util- 
izing his  important  invention  of  tetrahedral  cells,  is  the  possibility  of 
anchoring  such  a  machine  and  having  it  maintained  at  a  height  through 
its  ability  to  fly  as  a  kite.  This  suggests  the  superiority  which  such  a 
machine  will  possess  not  only  as  regards  safety  in  case  of  a  break-down 
of  the  machinery,  but  also  as  regards  its  use  as  a  war  machine.  The 
ability  to  anchor  and  remain  steadily  over  a  given  point  will  enable 
the  operator  or  operators  to  thoroughly  study  and  map  out  fortifications 
and  the  disposition  of  field  forces,  as  there  is  very  slight  probability  of 
so  small  an  object  as  an  anchor  rope  being  discovered  by  the  enemy, 
and  even  if  it  should  be,  the  ability  of  the  operator  to  cut  the  rope 
would  render  him  comparatively  free  from  capture. 

As  a  war  machine  Dr.  Bell's  tetrahedral  plan  of  cellular  construction 
for  the  surfaces  would  also  I  think  present  another  very  great  advantage. 
Such  a  machine  might  be  badly  riddled  with  shot  and  yet  be  able  to 
maintain  very  good  equilibrium,  while  a  machine  having  large  units  of 
surface  with  large  parts  in  the  frame  work  of  its  surfaces,  would  be 
very  seriously  crippled  should  a  chance  shot  disable  one  of  the  main 
supports  on  one  side. 

It  may  not  be  amiss  to  call  attention  also  to  the  fact  that  the  operator 
on  any  aerodrome  or  balloon  when  at  a  considerable  height  can  plainly 
see  submarine  boats  at  any  depth  in  the  water.  Such  machines  can 
therefore  be  used  for  determining  the  number  of  submarine  craft  in 


AERIAL    LOCOMOTION  429 

the  enemy's  force  of  harbor  defenses,  and  by  keeping  the  machine 
circling  above  a  battleship  or  a  fleet  of  ships,  the  possibility  of  attack 
by  submarine  boats  would  be  very  greatly  lessened.  In  fact  I  should 
think  that  with  Dr.  Bell's  multicellular  machine  there  would  be  no  great 
difficulty  in  maintaining  the  operator  in  the  air  for  hours  by  simply 
flying  the  machine  as  a  kite  anchored  to  the  ship. 

I  trust  that  Dr.  Bell  will  pardon  me  for  not  agreeing  with  the 
explanation  he  suggested  of  the  very  interesting  fact  noted  in  regard  to 
the  propulsion  of  the  "  Catamaran  Life  Raft "  by  means  of  aerial  pro- 
pellers, namely  that  the  raft  advanced  against  a  16-mile  breeze, 
although  in  a  calm  it  was  able  to  make  only  something  like  four  miles 
an  hour. 

It  seems  to  me  that  this  ability  of  the  raft  to  advance  against  a  16-mile 
wind  is  not  due  to  the  difference  between  the  momentum  of  the  raft 
and  the  momentum  of  the  air,  but  to  the  fact  that  the  raft  presents 
very  little  resistance  to  the  wind,  while  the  propeller,  being  revolved 
at  a  high  rate  of  speed  by  the  engine,  tends  to  advance  in  the  air  at  a 
speed  proportionate  to  its  pitch  multiplied  by  its  number  of  revolutions 
in  a  given  time  ;  and  I  have  no  doubt  that  the  raft  would  have  advanced 
against  any  wind  of  a  velocity  less  than  that  which  would  be  created 
by  the  slip  of  the  propeller  revolving  in  still  air  at  the  same  speed  as 
when  driving  the  raft.  In  other  words,  if  the  propeller  had  a  pitch, 
let  us  suppose,  of  one  foot  (that  is,  tended  to  advance  through  the  air 
one  foot  for  each  revolution,  or  forced  the  air  backwards  one  foot  for 
each  revolution),  such  a  propeller  revolving  at  the  rate  of  a  thousand 
revolutions  a  minute  would  in  a  calm  create  a  back  wind  of  a  thousand 
feet  per  minute,  and  of  course  a  propeller  of  two  feet  pitch  would 
create  a  back  wind  of  two  thousand  feet  per  minute  when  revolving  at 
the  same  speed.  Such  a  propeller,  then,  of  two  feet  pitch,  revolving 
at  this  speed,  when  mounted  on  a  raft  should  be  able  to  prevent  the 
raft  being  blown  backwards  in  a  wind  of  somewhere  near  two  thousand 
feet  per  minute.  I  have  no  doubt  that  the  back  wind  due  to  the  pro- 
peller in  Dr.  Bell's  experiment  was  of  an  even  higher  velocity  than 
two  thousand  feet  per  minute. 

Few  of  us  can  conceive  of  the  affairs  of  the  world  being  very  differ- 
ent from  what  we  are  accustomed  to.  But  there  are  certain  definite 
effects  which  we  can  be  fairly  confident  will  follow  definite  changes. 
I  am  not  a  prophet  nor  the  son  of  a  prophet,  but  I  feel  safe  in  ventur- 
ing a  conservative  prediction  in  regard  to  one  of  the  effects  of  aero- 
dromic  work  in  the  next  few  years.  We  may  not  be  able  to  make  it 
a  general  vehicle  of  transportation,  as  some  enthusiasts  predict;   I  my- 


43° 


BELL 


self,  indeed,  while  unwilling  to  define  the  limits  of  the  possible,  cer- 
tainly do  not  expect  such  results  very  soon.  But  I  have  no  hesitation 
in  asserting  that  the  attainment  of  the  ability  to  fly  say  three  hundred 
miles,  —  a  degree  of  success  now  practically  certain  to  be  attained 
within  five  years  —  will,  at  whatever  risk  of  danger  to  the  aeronaut, 
have  as  important  an  effect  on  warfare  as  the  advent  of  wireless  teleg- 
raphy, and  a  far  greater  one  than  the  perfecting  of  the  submarine  boat 
or  the  Whitehead  torpedo,  both  of  which  even  now  are  causes  of  the 
greatest  concern  to  the  officers  of  even  the  last,  and  largest,  and  most 
expensive  battleship. 

It  is  interesting  in  this  connection  to  learn,  what  I  have  just  been 
told  on  good  authority,  that  a  prominent  admiral  of  the  navy  who 
has  just  retired  is  planning  to  devote  his  time  to  a  thorough  study  of 
aerodromics,  foreseeing  as  he  probably  does  the  early  advent  of  the 
flying  war  machine,  which  there  seems  ample  ground  for  believing 
will  prove  to  be  the  most  important  single  step  in  the  progress  of  the 
art  of  war. 

I  am  pleased  to  hear  Dr.  Bell  state  publicly  his  confidence  in  the 
accuracy  of  the  reports  of  the  success  of  the  Wright  brothers,  fori  my- 
self have  had  every  confidence  in  them  and  have  thoroughly  appreciated 
the  motives  which  have  prompted  them  to  withhold  a  public  demon- 
stration of  their  machine  until  business  arrangements  can  be  completed 
which  will  enable  them  to  reap  the  financial  profits  which  their  suc- 
cess so  richly  deserves. 

I  trust  that  I  shall  be  pardoned  for  emphasizing  Dr.  Bell's  statement 
as  to  the  importance  of  the  fact  that  the  "Wright  brothers  have  flown 
not  only  once  but  many  times.  The  fact  that  a  machine  has  flown 
successfully  and  carried  a  man  not  only  a  few  hundred  feet  but  some- 
thing like  twenty-five  miles,  will,  when  its  significance  is  realized,  have 
the  greatest  effect  on  the  future  progress  of  the  work. 

I  have  always  wondered  why  it  is  that  the  more  prominent  polar 
explorers  have  been  able  to  secure  very  large  sums  of  money  for  use  in 
their  attempts  to  reach  the  north  pole,  yet  no  public  benefactor  has 
seemed  ready  to  render  substantial  financial  assistance  in  the  solution 
of  this  problem  of  opening  up  for  mankind  the  great  aerial  highway, 
which  to  me  at  any  rate,  seems  of  such  vast  importance  to  the 
world.  The  only  reason  I  could  assign  for  this  has  been,  that  while 
the  existence  of  such  a  point  as  the  pole  is  capable  of  mathematical 
demonstration,  the  possibility  of  a  successful  flying  machine  has  seemed 
a  subject  not  for  science  but  for  dreams. 

It  seems  to  me  however,  that  the  fact  that  success  has  already  been 


AERIAL    LOCOMOTION  43 1 

achieved  by  the  Wright  brothers  should  put  the  whole  problem  on  a 
very  different  footing  and  convince  even  the  skeptical  that  the  question 
of  success  is  now  merely  a  question  of  degree.  As  people  of  means 
who  wish  to  perpetuate  their  name  can  do  it  in  no  better  way  than  by 
assisting  in  a  substantial  manner  in  the  progress  of  scientific  investiga- 
tion, they  will  surely  now  be  ready  to  furnish  the  funds  necessary  to 
ensure  more  rapid  progress  in  this  work. 

We  must  remember  that  in  these  days  work  of  this  kind  progresses 
by  leaps  and  bounds.  It  is  barely  seven  years  ago  that  the  first  annual 
automobile  show  was  held  in  Madison  Square  Garden,  New  York. 
No  attempt  was  made  to  utilize  the  galleries  of  the  Garden  and  practi- 
cally the  entire  area  of  the  main  floor  was  given  over  to  a  track  which 
was  used  for  demonstrating  to  the  audience  the  fact  that  an  automobile 
could  be  stopped  in  a  very  much  shorter  distance  than  a  horse-drawn 
vehicle  going  at  the  same  speed.  The  management  in  charge  of  this 
show,  in  order  to  fill  up  space,  even  provided  seats  which  were  ar- 
ranged for  the  convenience  of  the  visitors.  Last  winter,  just  six  years 
after  that  date,  instead  of  one  show  occupying  only  a  small  portion  of 
the  Garden,  there  were  two  shows  of  about  equal  size  held  simultan- 
eously in  New  York,  and  the  one  which  was  held  in  the  Garden  not 
only  filled  it  from  cellar  to  roof,  but  the  streets  all  around  were  filled 
with  demonstrating  machines,  and  instead  of  seats  being  provided,  it 
was  necessary  to  have  policemen  to  see  that  the  people  followed  the 
proper  circuit  of  the  building  so  that  the  crowd  should  be  kept  moving 
and  all  might  have  a  chance  to  view  the  exhibition.  As  the  outcome 
of  industry  which  six  years  ago  amounted  to  nothing,  we  have  in  the 
United  States  to-day  something  like  ten  million  dollars  invested  in 
approximately  75  manufacturing  establishments  which,  during  the 
year  which  is  just  closing,  have  produced  more  than  fifty  thou- 
sand machines,  and  instead  of  the  automobile  being  ridiculed  by  the 
cartoonist  as  a  chimerical  dream  it  has  become  the  chariot  of  the  mil- 
lionaire and  the  freight  truck  of  the  industrial  world,  hauling  goods 
and  ore  from  the  steamship  piers  and  the  mines. 

Realizing  that  this  enormous  progress  has  been  made  in  the  short 
period  of  less  than  a  decade,  it  is  only  a  pessimist  of  the  deepest  dye 
who  would  dare  predict  that  the  next  decade  will  not  see  not  only 
enormous  strides  in  the  progress  of  aerodromics,  but  also  the  aero- 
drome itself  an  important  factor  in  human  affairs. 

For  thousands  of  years  man  was  content  to  travel  no  faster  than  his 
ancestors,  but  the  advent  of  the  steam  locomotive  followed  by  that  of 
the  electric  car  has  quickened  the  inventive  genius  of  the  world  to  its 


43  2 


BELL 


very  core ;  and  man,  not  content  with  being  confined  to  travel  at  a 
high  speed  on  a  definite  route  marked  by  parallel  steel  rails,  has 
quickly  taken  up  the  automobile  which  can  follow  not  only  the  multi- 
tudinous roadways,  but,  if  necessary,  blaze  out  its  own  way  through 
the  fields  and  woods.  Instead  of  having  his  ambition  satisfied  by  this 
multiplication  of  his  possible  paths,  he  still  thirsts  for  more  freedom 
and  will  not  be  satisfied  until  he  has  opened  up  for  himself  access  to 
the  highways  of  the  air,  which  are  limitless  in  all  directions  and  on 
which  speed  laws  enforced  through  police  traps,  if  not  impossible, 
will  at  least  be  most  difficult  to  maintain  and  enforce. 

While  for  many  years  I  have  felt  the  deepest  interest  in  aeronautical 
matters,  it  was  only  in  1898  that  I  first  became  actively  engaged  in  the 
work.  I  had  the  pleasure  and  the  honor  of  being  associated  for  some 
seven  years  with  the  lamented  Secretary  Langley  as  his  assistant  in 
direct  charge  of  the  experiments  which  he  conducted  at  the  Smith- 
sonian Institution.  Dr.  Bell  has  already  referred  to  the  fact  that  this 
later  work  which  Mr.  Langley  conducted  was  carried  on  for  the  Board 
of  Ordnance  and  Fortification  of  the  War  Department.  As  you  are 
all  no  doubt  aware,  it  is  the  custom  of  the  War  Department  in  con- 
ducting important  tests  to  exclude  not  only  the  general  public  but  also 
the  representatives  of  the  newspapers ;  and  in  undertaking  this  work 
for  the  War  Department,  Mr.  Langley  made  a  very  definite  agreement 
that  the  public  should  be  excluded  from  witnessing  the  construction  of 
the  aerodrome  and  the  tests  of  it,  though  in  the  interests  of  science  he 
retained  the  privilege  of  later  publishing  whatever  part  of  the  work  he 
might  deem  of  importance  to  the  scientific  world.  It  could  not  be 
foreseen  at  that  time  that  the  carrying  out  in  good  faith  of  this  agree- 
ment would  bring  upon  him  the  bitter  animosity  of  the  whole  corps  of 
American  newspaper  writers  who  would  vent  their  ill  will  in  ridicule 
and  in  censure  for  failure  to  achieve  complete  success. 

As  those  of  you  who  followed  the  newspaper  reports  during  the  ex- 
periments in  the  summer  and  fall  of  1903,  will  recall,  the  large  house- 
boat, on  which  were  stored  both  the  large  machine  and  a  duplicate  of 
it  on  a  smaller  scale,  was  carried  down  the  Potomac  River  in  July  and 
anchored  at  a  point  about  forty  miles  from  Washington.  The  first 
experiments  which  were  made  were  conducted  with  this  model  which 
was  an  exact  duplicate  of  the  larger  machine  but  of  exactly  one  quarter 
the  linear  dimensions.  The  object  of  the  tests  with  this  model  was  to 
determine  whether  the  balancing  of  the  large  machine  had  been  cor- 
rectly calculated  from  the  results  of  the  many  previous  tests  of  the 
steam  driven   models  of  approximately  the  same  size  but  embodying 


AERIAL    LOCOMOTION  433 

important  differences  in  certain  details.  I  will  not  burden  you  with 
an  account  of  the  long  series  of  exasperating  delays  encountered,  de- 
lays almost  entirely  brought  about  by  the  very  unusual  weather  condi- 
tions which  could  not  be  foreseen  and  provided  against ;  I  will  only 
say  that  the  several  newspaper  representatives  who  went  down  the 
river  early  in  July  and  remained  stationed  there  for  several  months  in 
a  malarial  district  on  the  Virginia  shore,  and  who  had  to  row  some- 
what over  a  mile  and  a  half  in  order  to  get  within  close  range  of  the 
house-boat  which  was  anchored  in  the  middle  of  the  river,  were  nat- 
urally not  very  favorably  influenced  either  by  the  fogs  and  high  winds 
or  by  their  necessary  exclusion  from  all  real  knowledge  of  the  work 
going  on  within  the  house-boat. 

I  cannot  emphasize  too  strongly  that  there  was  neither  fault  in  design 
nor  inherent  weakness  in  any  part  of  this  large  aerodrome.  The 
whole  machine  had  been  subjected  to  the  most  severe  tests  and  strains 
in  the  Institution  shops  in  the  endeavor  to  find  any  possible  points  of 
weakness  and  had  shown  itself  able  to  withstand  any  strain  it  would 
meet  in  the  air. 

The  experiments  themselves  convinced  both  Mr.  Langley  and  myself 
that  it  would  have  been  better  to  have  conducted  them  over  land  rather 
than  over  water  and  we  should  thereby  have  avoided  a  great  deal  of 
expense  and  the  major  part  of  the  delays  and  accidents  which  were 
encountered  ;  yet  it  must  be  remembered  that  in  work  of  this  kind 
experiment  is  the  only  sure  guide  and  that  aftersight  is  always  much 
clearer  than  foresight.  It  is  my  personal  opinion  that  had  the  experi- 
ments been  conducted  over  the  land  instead  of  over  the  water,  not 
only  would  the  funds  which  proved  inadequate  have  been  more  than 
ample,  but  success  would  have  been  achieved  as  early  as  1902  instead 
of  what  the  public  has  judged  to  be  failure  in  1903. 

Dr.  Bell  has  told  you  that  in  the  last  experiment  the  aerodrome  was 
broken  to  pieces  through  the  ignorance  and  carelessness  of  the  tugboat 
men  in  getting  it  out  of  the  water.  It  was  almost  heart-breaking  to 
look  at  the  wreck  that  they  made  of  it ;  but  although  Mr.  Langley 
found  himself  without  funds  for  making  further  experiments  with  the 
machine,  vet  at  my  earnest  solicitation  he  allotted  sufficient  money  to 
enable  the  frame  to  be  repaired  so  that  it  is  practically  as  good  as  new 
and  stands  to-day  completely  assembled  with  its  engine  and  everything 
to  enable  it  to  fly  except  a  new  set  of  supporting  surfaces. 

It  has  been  generally  supposed  that  the  work  has  been  abandoned  and 
this  idea  has  been  strengthened  by  Mr.  Langley's  death,  but  I  think  I 
can  assure  you  that  the  work  is  not  abandoned  but  merely  temporarily 


434 


BELL 


suspended,  for  it  is  my  purpose,  at  the  earliest  moment  that  I  can 
possibly  spare  the  time  for  it,  to  reequip  the  aerodrome  with  proper 
supporting  surfaces  and  using  the  same  launching  apparatus,  to  give 
the  aerodrome  a  fair  trial,  this  time  over  the  land  instead  of  over  the 
water,  when  I  feel  very  certain  that  it  will  fully  demonstrate  the 
correctness  of  its  design  and  construction  and  crown  Mr.  Langley's 
researches  with  the  success  which  they  so  richly  deserve,  and  I  trust 
that  the  day  that  this  will  be  achieved  is  very  near  at  hand.  It  was 
the  launching  apparatus,  all  will  remember,  which  in  both  of  the 
experiments  caused  the  accidents  that  prevented  any  test  of  the  aero- 
drome itself.  These  accidents  were  not  due  to  defects  in  the  design  or 
fundamental  construction  of  the  launching  apparatus,  for  the  smaller 
apparatus  of  exactly  the  same  design  had  been  used  more  than  thirty 
times  for  launching  the  smaller  machines  and  without  a  single  failure. 
Certain  minute  defects  in  the  releasing  mechanism  were  the  sole  cause 
of  the  trouble. 

It  has  been  very  generally  supposed  that  in  his  experiments  Mr. 
Langley  used  exclusively  what  maybe  called  "  single  tier  "  surfaces 
and  that  he  did  not  recognize  that  the  superposing  of  the  lifting  sur- 
faces presented  certain  great  advantages  not  only  as  regards  ease  of 
construction  and  strength,  but  also  in  reducing  the  size  of  the  machine. 
This  general  impression  is  due  to  the  fact  that  all  of  the  photographs 
of  the  machines  in  flight  which  he  published  officially,  and  also  those 
published  by  the  newspapers,  have  shown  the  machine  as  equipped 
with  "  single  tier"  surfaces.  I  may  say  however  that  as  early  as  1S90 
and  constantly  from  that  time  until  the  work  was  temporarily  suspended 
in  1903,  Mr.  Langley  experimented  with  superposed  surfaces,  the  first 
experiments  of  course  being  with  very  small  models  having  their  motive 
power  furnished  by  means  of  stretched  or  twisted  rubber.  The  same 
large  steam  driven  models  which  flew  so  successfully  in  1S96,  the  first 
flight  of  which  Dr.  Bell  has  just  spoken  of  having  witnessed,  were  in 
1899  equipped  with  superposed  surfaces  and  were  tested  in  free  flight 
during  the  months  of  July  and  August. 

The  quarter-size  model  of  the  large  aerodrome  driven  by  a  gasolene 
engine  which  was  first  tested  in  1901  and  later  in  the  summer  of  1903, 
was  also  equipped  with  superposed  surfaces,  but  in  the  test  of  August, 
1903,  which  was  witnessed  by  the  newspaper  representatives,  the 
a  single  tier  "  surfaces  were  used.  The  prime  reason  that  the  large 
aerodrome  was  equipped  with  the  "  single  tier"  surfaces  was  that  the 
best  flights  of  the  models  were  with  such  surfaces,  and  although  in  the 
beginning  it  was  planned   to  build  superposed  surfaces  for  the  large 


AERIAL    LOCOMOTION  435 

machine  later,  the  early  depletion  of  the  funds  provided  by  the  Board 
of  Ordnance  and  Fortification  made  it  imperative  to  utilize  what  had 
already  been  constructed,  as  it  was  with  the  greatest  reluctance  that 
Mr.  Langley  continued  the  work  with  the  funds  of  the  Institution,  and 
all  expense  which  could  be  avoided  was  carefully  guarded  against.  I 
have  thought  it  well  to  mention  this  fact  as  I  have  had  many  inquiries 
as  to  why  it  was  that  Mr.  Langley  never  realized  that  the  superposed 
type  of  construction  for  the  supporting  surfaces  presented  important 
advantages. 

It  was  my  duty  while  connected  with  the  Smithsonian  Institution  to 
prepare  answers  to  the  large  number  of  letters  on  aeronautical  subjects 
which  were  constantly  received.  While  some  of  the  writers  sought 
advice,  others  offered  it ;  and  a  large  number  of  the  letters  indicated 
that  the  writers  believed  that  the  problem  of  constructing  a  successful 
machine  required  the  discovery  of  some  "  secret."  In  view  of  this 
experience,  I  have  thought  that  it  might  not  be  amiss  to  emphasize, 
that  there  is  no  "  secret  "  which  needs  to  be  discovered  in  order  to  build 
a  successful  machine,  but  that  success  is  to  be  achieved  by  laying  out  a 
good  design  based  on  a  proper  knowledge  of  the  laws  of  aerodromics 
as  at  present  known,  next  by  giving  the  greatest  care  to  constructing 
the  parts  as  strong  as  possible  for  the  permissible  weight,  and  then 
trying  the  machine,  not  once  only,  but  again  and  again  under  condi- 
tions presenting  the  least  possible  danger  to  the  operator. 

In  this  connection  attention  may  be  called  to  the  fact  that  when  a 
machine  is  planned  and  the  weight  of  the  different  parts  is  allotted,  so 
that  the  total  weight  shall  not  exceed  a  certain  proportion  relative  to 
the  supporting  area,  the  experimenter  need  not  be  surprised  to  find, 
when  he  has  completed  his  machine  that  it  weighs  forty  or  fifty  per 
cent,  more  than  he  has  calculated ;  for  in  carrying  out  the  innumerable 
details  of  construction  small  increases  in  weight  at  almost  every  point 
finally  increase  the  total  weight  surprisingly. 

In  all  of  the  accounts  which  I  have  lately  seen  of  the  experiments  of 
the  Wright  brothers,  no  mention  has  been  made  of  the  fact  that  the 
success  of  the  Wrights  has  been  built  on  the  very  valuable  work  of 
Mr.  Chanute,  who  for  many  years  carried  on  at  his  own  expense  work 
in  the  construction  and  testing  of  gliding  machines,  and  who  I  under- 
stand, not  only  furnished  the  Wright  brothers  with  the  design  for  their 
first  gliding  machine,  but  also  placed  at  their  disposition  his  own 
machines  with  which  they  made  their  initial  gliding  experiments. 
There  is  perhaps  no  one  who  has  made  a  closer  study  and  has  a  more 
thorough  understanding  of  the  whole  subject  of  aerodromics  than  Mr. 


436  BELL 

Chanute,  and  I  should  like  very  much  to  see  him  given  due  credit  for 
the  very  important  work  which  he  has  done. 

DISCUSSION    BY    PROF.    A.    F.    ZAHM,    OF     THE     CATHOLIC     UNIVERSITY 

OF    AMERICA. 

I  fully  concur  with  Dr.  Bell  in  the  opinion  that  aerial  locomotion  is 
practicable,  and  is  likely  soon  to  be  of  great  moment  in  the  affairs  of 
the  world.  For  the  progress  of  this  science,  during  the  past  decade  or 
two,  has  been  as  positive,  as  continuous,  as  substantial  as  that  of  any 
branch  of  engineering  or  of  architecture.  Constantly  and  quietly,  in 
various  parts  of  the  world,  men  have  grappled  with  the  difficulties  of 
this  apparently  hopeless  enterprise,  and  now,  I  believe,  we  are  about 
to  enjoy  the  fruitful  and  splendid  issue  of  their  labors. 

The  subject  of  aerial  locomotion  may  be  divided  into  four  main 
branches  :  first,  the  science  of  captive  and  free  balloons ;  second,  the 
science  of  motor  balloons ;  third,  the  science  of  gliding  and  soaring 
machines;  fourth,  the  science  of  dynamic  flying-machines.  Each  of 
these  has  had  its  ardent  advocates,  and  each  is,  I  believe,  practically 
feasible. 

The  first  branch,  or  that  of  captive  and  free  balloons,  is  already  a 
practical  science,  inasmuch  as  such  balloons  perform  substantially  the 
functions  for  which  they  are  designed.  The  captive  balloon  can  be 
sent  aloft  safely  in  all  kinds  of  weather  for  taking  observations,  and 
making  maps  of  the  neighboring  region,  even  in  winds  of  upwards  of 
forty  miles  an  hour.  The  free  balloon,  likewise,  is  comparatively  safe 
when  made  by  an  experienced  manufacturer  and  managed  by  a  properly 
trained  pilot.  Such  balloons  may  be  kept  aloft  for  days,  or  even 
weeks,  traversing,  in  that  time,  hundreds  of  miles,  or  possibly  the 
width  of  a  continent,  if  the  wind  be  favorable.  But,  though  we  grant 
the  practicability  of  balloons  of  this  type,  it  must  be  said  also  that  their 
functions  are  limited  ;  their  chief  usefulness  thus  far  being  for  the  study 
of  the  atmosphere,  for  observations  of  the  land  beneath,  for  military  ope- 
rations, for  public  exhibitions,  and  now  recently,  for  racing  and  sport. 

The  ideal  of  the  motor  balloon  is  more  important  and  more  difficult, 
though  it  also  seems  about  to  be  realized.  The  function  of  such  craft 
is  to  go  forth  in  all  kinds  of  ordinary  weather,  to  run  in  all  directions, 
with  or  against  the  wind,  scores  of  miles  at  a  stretch,  and  to  remain 
under  perfect  control.  Salverda  has  shown,  by  reference  to  the  yearly 
wind  records  at  Paris,  that  aerial  navigation  may  be  practically  real- 
ized, for  that  locality,  when  a  vessel  can  be  driven  twenty-eight  miles 
an  hour.     Is  such  achievement  possible?     More  than    a  decade  ago 


AERIAL    LOCOMOTION  437 

theorists  demonstrated  mathematically  that  this  speed,  and  even  higher, 
was  attainable  by  appliances  then  known.  Now  apparently  the  inven- 
tors, taking  a  lesson  from  Santos  Dumont,  have  caught  up  with  the 
computers,  and  are  producing  the  high  speed  balloons.  On  the  third 
of  this  month,  an  eye  witness  told  me  that  he  saw  Count  von  Zeppelin's 
air-ship  fly  about  Lake  Constance  at  a  speed  of  twenty -eight  miles  an 
hour,  independently  of  the  wind,  and  that  she  obeyed  her  rudder  as 
perfectly  as  a  boat  on  the  water.  It  is  reported  that  the  inventor  has 
deduced  from  these  experiments  that  a  larger  vessel  will  operate  still 
more  effectively,  that  an  air-ship  of  this  type  can  be  made  to  carry  fifty 
passengers  at  a  speed  of  more  than  thirty  miles  an  hour.  Count  von 
Zeppelin  writes  that  his  present  balloon,  which  is  410  feet  long  and  38 
feet  in  diameter,  has  attained  a  speed  of  33.5  miles  an  hour,  and  is 
able  to  go  1,860  miles  through  the  air  at  a  speed  of  31  miles  an  hour, 
or  3,000  miles  at  a  speed  of  25  miles  an  hour,  without  stopping  for  sup- 
plies. To  match  this  achievement  in  Germany,  let  me  add  that  the 
French  Government  has  just  accepted  the  second  Lebaudy  motor- 
balloon,  and  has  ordered  one  more  like  it,  thus  adding  three  modern 
air-ships  to  her  aerial  equipment.  Such  facts  may  give  us  at  least  a 
little  faith  in  aerial  locomotion  of  the  second  kind. 

The  goal  of  the  gliding  and  soaring  machines  is  to  travel  through 
the  air  on  motionless  wings,  without  the  aid  of  gas  or  motive  power, 
by  the  sole  aid  of  wind  and  gravitation ;  not  only  to  glide  downward, 
but  also  to  soar  up  to  the  clouds,  and  sweep  over  vast  territories,  as  do 
the  condor  and  the  albatross.  To  some  people  this  seems  absurd  ;  but 
there  are  the  vultures  and  the  gulls  performing  the  impossible  every 
day.  Humboldt  assures  us  that  the  condor  can  soar  from  the  Pacific 
to  the  heights  of  Cotopaxi  and  Aconcagua  without  wing-beat.  Here 
is  a  splendid  field  of  research  which  thus  far  has  remained  practically 
unexplored. 

Unfortunately,  I  can  not  quote  an  instance  of  real  soaring  by  man ; 
that  is  to  say,  gliding  to  an  indefinite  height  and  distance,  without  the 
use  of  motive  power.  Still,  from  the  mechanical  nature  of  the  per- 
formance, I  believe  it  is  feasible.  Dr.  Langley  was  so  convinced  of 
the  possibility  of  this  kind  of  flight  that  he  looked  forward  to  the  time 
when  men  would  soar  over  vast  distances,  and  possibly  circumnavi- 
gate the  globe  without  the  expenditure  of  motive  power,  save  in  those 
regions  of  the  atmosphere  where  there  might  be  an  extended  calm  or 
downward  trend  of  the  wind. 

Two  years  ago  the  Wright  brothers  compared  their  power  of  aerial 
gliding  with  that  of  a  vulture  in  North  Carolina,  among  the  Kill-Devil 


438  BELL 

sand  hills.  On  a  day  when  there  was  little  or  no  wind,  they  observed 
a  buzzard  tobogganning  down  the  atmosphere  parallel  to  the  sloping 
sand  and  very  near  to  it.  Where  the  slope  was  steep  enough  the  bird 
could  glide  indefinitely  without  wing-beat,  but  where  the  incline  was 
too  gentle,  say  seven  degrees  or  less,  the  buzzard  had  to  flap  a  little  to 
maintain  its  flight.  Having  carefully  noted  a  considerable  stretch  of 
sand  where  the  bird  could  barely  sail  without  flapping,  they  mounted 
their  glider  and  skimmed  over  the  same  slope  without  motive  power. 
From  such  experiments  they  concluded  that  they  could  glide  fully  as 
well  as  the  buzzard,  and  possibly  a  trifle  better.  In  other  words,  if 
they  were  placed  on  a  perch  with  the  bird  in  competition,  in  a  large 
closed  room,  they  would  probably  win  the  prize  for  long  distance 
gliding. 

In  one  other  feat,  also,  they  imitated  the  vulture.  They  hovered 
motionless  above  a  sand  slope  for  59  seconds,  neither  rising  nor  fall- 
ing, nor  advancing  nor  receding.  In  this  case,  of  course,  the  wind 
had  a  slightly  upward  trend,  say  of  seven  or  more  degrees,  just  as 
must  be  the  case  when  any  bird  floats  fixed  and  motionless  in  the  air. 

I  put  this  question  to  them  recently  :  "  After  beating  the  buzzard  in 
the  art  of  gliding,  did  you  try  to  beat  him  in  the  art  of  soaring  up  to 
the  clouds?  "  They  replied  that  nothing  would  have  given  them  more 
pleasure ;  but  their  power  machine,  on  which  they  had  worked  so 
arduously,  and  so  long,  was  ready  for  its  first  test,  and  Christmas  was 
just  at  hand.  So  they  went  out  in  a  bitter  gale,  launched  their  motor 
flying  machine  in  the  teeth  of  a  tumultuous  thirty-mile  wind,  and  flew 
half  a  mile  through  the  air,  or  three  hundred  and  some  feet  over  the 
ground.     Thus  ended  their  gliding  and  thus  began  their  dynamic  flight. 

But  they  still  envy  that  feathered  professor  of  the  atmosphere,  and 
still  have  confidence  that  they  may,  to  some  extent,  acquire  his  fasci- 
nating art.  If  they  could  dispose  of  their  present  power  machine, 
doubtless  they  would  return  again  to  the  sand-hills  and  plunge  pell- 
mell  into  the  soaring  business. 

As  to  the  fourth  type,  or  the  motor  flying-machine,  I  need  add  little 
to  the  excellent  summary  given  by  Dr.  Bell.  Without  radical  improve- 
ment, such  machines  may  be  driven  through  the  air  with  the  speed  of 
the  eagle,  and  made  to  carry  several  hundred  pounds  burden.  The 
Wright  brothers,  in  their  recent  communication  to  the  Aero  Club  of 
America,  conclude  with  these  words  :  "  It  is  evident  that  the  limits 
of  speed  have  not  as  yet  been  closely  approached  in  the  flyers  already 
built,  and  that  in  the  matter  of  distance  the  possibilities  are  even  more 
encouraging.     Even  in  the  existing  state  of  the  art,  it  is  easv  to  design 


AERIAL    LOCOMOTION  439 

a  practical  and  durable  flyer  that  will  carry  an  operator  and  supplies 
of  fuel  for  a  flight  of  over  500  miles  at  a  speed  of  50  miles  an  hour." 

In  a  great  conflict  like  the  recent  oriental  war,  one  such  machine 
could  do  more  reconnoitering  than  ^0,000  armed  men.  For,  in  a  few 
hours,  it  could  completely  survey  and  snap-shot  the  enemy's  main  field 
of  operations,  though  covering  hundreds  of  square  miles.  A  fleet  of 
such  machines,  armed  with  bombs  and  fire  pellets,  could  devastate  the 
whole  of  an  enemy's  border,  both  towns  and  villages,  unless  opposed 
by  other  flyers.  Possibly,  also,  a  fleet  of  this  kind  could  protect  a 
nation's  seaboard  against  the  attack  of  battleships,  unless  the  latter  were 
accompanied  by  an  aerial  squadron.  Therefore,  if  one  great  nation 
keep  flyers,  all  the  world-powers  must  have  them. 

But  this  seems  like  hunting  for  trouble  with  a  search  light  just  before 
daybreak.  Whatever  be  the  mission  of  the  flying-machine,  I  think  we 
may  say  of  it  as  the  English  do:  "The  thing  is  bound  to  come, 
whether  we  like  it  or  not."  "And  damned  be  he  who  first  cries 
hold  !" 

As  to  Dr.  Bell's  researches  in  this  interesting  and  now  popular  field 
of  inquiry,  I  would  say,  first,  that  every  earnest  friend  of  science 
should  be  very  grateful  to  him  for  lending  his  illustrious  name  to  a 
much  ridiculed  pursuit,  at  a  time  when  it  jeopardized  one's  peace  and 
good  name  publicly  to  promote  mechanical  flight.  I  well  remember 
with  what  apprehension  Mr.  Chanute  consented  to  become  chairman 
of  the  first  international  conference  on  aerial  navigation  in  this  country. 
And  we  all  too  well  remember  the  attitude  of  many  people  toward 
Dr.  Langley's  painstaking  and  unobtrusive  investigations.  The  Wright 
brothers,  also,  experienced  hostile  treatment  in  certain  quarters  before 
their  success  was  known.  Even  after  the  news  of  their  splendid  flights 
of  last  year  had  been  circulated  privately  among  their  friends,  we 
heard  many  apparently  intelligent  dogmatists  assert  that  it  is  not  the 
design  of  Providence,  or  of  Nature,  that  a  human  being  should  fly; 
and  that,  furthermore,  the  performance  is  manifestly  impossible. 
This  is  another  illustration  of  the  value  of  public  opinion  in  matters  of 
technical  import.  But  fortunately,  the  destinies  of  science  are  not 
dominated  wholly  by  the  vote  of  the  majority,  nor  yet  by  grand  officials, 
whether  legislative  or  executive,  else,  I  fear  we  never  should  have 
either  a  science  or  an  art  of  aerial  locomotion. 

Another  service  for  which  we  may  thank  Dr.  Bell  is  his  having  met 

publicly,  both  by  model  and  by  argument,  a  profound  objection  of  the 

mathematicians,  based  on  that  ancient  Euclidean  theorem  connecting 

the  surfaces  and  volumes  of  similar  figures  with  certain  powers  of  their 

Proc.  Wash.  Acad.  Sci.,  March,  1907. 


44° 


BELL 


homologous  linear  dimensions.  Dr.  Bell  did  not  deny  the  law,  as  a 
chagrined  or  an  angry  person  might ;  but,  like  a  shrewd  man  of  affairs, 
he  admitted  the  law,  and  discovered  a  way  to  evade  it. 

Now  that  his  reply  is  familiar  to  us,  it  may  seem  amusing  that 
people  urged  the  Euclidean  objection  so  strongly ;  but  the  fact  is  that 
many  persons,  besides  Professor  Newcomb,  advanced  it  as  an  argument 
against  the  practicability  of  mechanical  flight.  In  the  middle  eighties 
an  eminent  geologist  made  it  the  basis  of  a  magazine  article,  in  which  he 
proved,  with  fine  eloquence,  that  it  is  impossible  for  a  human  being 
ever  to  fly.  He  further  supported  his  contention  by  a  vigorous  biolog- 
ical argument,  and  possibly  also  by  a  theological  or  teleological  one,  I 
do  not  remember.  He  asserted  that  nature  had  tried  for  centuries  to 
produce  a  flying  creature  as  heavy  as  a  man,  but  had  failed  ;  therefore, 
it  is  utterly  impossible  for  man  to  achieve  mechanical  flight.  By 
diligent  experimentation  she  had  tested  and  adopted  the  strongest 
possible  materials,  she  had  developed  the  most  powerful  motor  for  a 
given  weight,  she  had  employed  the  most  favorable  shapes  and  the 
most  efficient  mode  of  propulsion.  But  what  was  the  outcome  ?  Her 
largest  flyer  weighs  hardly  so  much  as  a  human  dwarf.  The  ostrich 
is  the  limit.  The  ostrich  is  the  living  witness  of  nature's  failure.  And 
that  picturesque  old  reptile,  with  the  twenty-foot  wings,  that  soared  so 
grandly  over  the  Cretacean  seas,  remains  to-day  the  fossil  proof  of 
nature's  utmost  capacity,  and  therefore  also  of  man's.  Such  argumentst 
such  prettily  woven  sophistries,  such  quaint  immemorial  cobwebs,  have 
Dr.  Bell  and  his  associates  brushed  reverently  from  the  pages  of  science. 

There  are  many  features  of  Dr.  Bell's  remarkable  kites,  both  struc- 
tural and  aerodynamic,  that  merit  most  careful  attention ;  more  parti- 
cularly the  relation  of  the  forward  resistance  to  the  total  upward  lift, 
the  effectiveness  of  the  provision  for  automatic  stability  and  equilibrium 
in  all  kinds  of  tumultuous  winds,  the  distribution  of  stresses  in  the  frame, 
and  of  the  impulsive  pressures  over  the  sustaining  surfaces.  But  these 
topics  seem  to  me  more  suitable  for  experimentation  than  for  abstrac, 
analysis. 

One  interesting  phenomenon,  however,  I  will  notice  in  closing. 
Dr.  Bell  relates  that  his  floating  kites,  which  in  calm  weather,  could 
advance  but  four  miles  an  hour,  still  continued  to  make  headway 
against  a  sixteen-mile  wind.  The  momentum  of  the  craft  might  main- 
tain this  forward  motion  for  a  few  seconds,  but  not  for  a  considerable 
period.  For  the  total  momentum  in  any  direction  is  equal  to  the  initial 
momentum  plus  the  impulse  of  the  resultant  force  in  the  line  of  pro- 
gression.     Or,  in  the  language  of  algebra, 


AERIAL    LOCOMOTION  44I 

mz  =  mQv9  -f  (F  —  F')t 

in  which  mv  is  the  momentum  at  the  time  /,  wQv0  the  initial  momentum, 
F —  F'  the  resultant  of  the  average  propulsive  and  opposing  forces. 
If  mv  is  positive  for  large  values  of  /,  the  equation  shows  that  F  must 
at  least  equal  F' .  But  Dr.  Bell  observed,  that  the  kites  continued  al- 
ways to  advance,  or  that  mv  remained  positive.  Therefore  the  pro- 
pulsive force  continued,  on  the  average,  at  least  equal  to  the  resistance. 
In  other  words,  it  was  the  propeller  thrust,  rather  than  the  momentum, 
that  maintained  the  indefinite  forward  progression. 

But  how,  it  may  be  asked,  could  the  propeller  thrust  maintain  head- 
way against  a  sixteen-mile  wind,  if,  in  calm  weather,  it  could  support  a 
speed  of  only  four  miles  an  hour  ?  I  would  answer  :  first,  that  the  water 
resistance  was  not  greater  in  the  sixteen-mile  wind,  but  probably  less ; 
second,  that  the  propeller  thrust  might  be  not  very  different  in  a  calm 
and  in  a  sixteen-mile  wind,  as  Maxim  found.  This  latter  point  Mr. 
Manly  can  elucidate  readily  from  his  extensive  study  of  both  the  theory 
and  actual  working  of  screw-propellers. 

It  is  well  for  the  world  when  a  man  of  Dr.  Bell's  fertility  espouses 
some  favorite  science.  He  took  up  the  kite  as  a  toy,  and  now  presents 
these  wonderful  structures;  light  and  beautiful  as  butterflies,  yet  strong 
and  stable  enough  for  human  life.  If  next  he  incline  to  magnificence, 
what  lovely  air-castles  will  follow !  Serenely,  one  day,  may  he  soar 
in  a  gossamer  palace,  when  the  blue  waves  blossom,  and  the  wind  sings 
over  the  sea ! 

Appendix  A. 

Details  Concerning  the  Kite   "Frost  King." 


Number  of  Cells  in 

the  "  Frost 

King." 

Layers  of                                     Number  of 

Number  of  cells 

Number  of  cells 

cells.                                              rows. 

in  each  row. 

in  each  layer. 

1st  layer                                  1 

24 

24 

2d  layer                                   2 

23 

46 

3d  layer                                     3 

22 

66 

4th  layer                                 4 

21 

84 

5th  layer                                   5 

20 

100 

6th  layer                                   6 

19 

114 

7th  layer                                 7 

18 

126 

8th  layer                                 S 

17 

136 

9th  layer                                     9 

16 

144 

10th  layer                              10 

15 

150 

nth  layer                               n 

M 

154 

1 2  th  layer                             12 

13 

156 

Total  number  of  cells,  1,300 


442 


BELL 


Dimensions.  —  Each  cell  had  a  side  of  25  centimeters,  so 
that  the  roof,  or  ridge  pole,  measured  6  meters  extending  later- 
ally across  the  top  of  the  structure.  The  oblique  sides  were  3 
meters  in  length  ;  and  the  bottom,  or  floor,  formed  a  square  hav- 
ing a  side  of  3  meters.  The  whole  structure  constituted  a  sec- 
tion of  a  tetrahedral  kite  —  the  upper  half  in  fact,  of  a  kite, 
having  the  form  of  a  regular  tetrahedron  with  a  side  of  6  meters. 
Weight.  — The  winged  cells  composing  this  structure  weighed 
on  the  average  13.84  gms.  apiece,  so  that  the  whole  cellular 
part  of  the  structure  which  supported  all  the  rest — consisting 
of  1,300  winged-cells  —  weighed  17,992  gms. 

In  addition  to  this,  the  kite  carried  as  dead  load  stout  sticks 
of  wood  which  were  run  through  the  structure  to  distribute  the 
strain  of  the  pull  upon  the  strong  parts  of  the  framework  — 
that  is,  upon  the  junction  points  of  the  cells.  The  outside  edge 
of  the  kite  was  also  protected  by  a  beading  of  wood.  The  whole 
strengthening  material  weighed  9,702  gms.,  and  the  kite,  as  a 
whole,  weighed  27,694  gms.  (61  lbs.). 

Surface.  —  I  estimate  the  surface  of  an  equilateral  triangle 
having  a  side  of  25  centimeters,  as  about  270.75  square  centi- 
meters. In  which  case  the  silk  surface  of  a  single  winged-cell, 
consisting  of  two  triangles,  amounts  to  541.5  square  centime- 
ters ;  and  the  actual  silk  surface  employed  in  1,300  cells  equals 
70.3950  square  meters  (757-7  sq.  ft.). 

The  surfaces  are  all  oblique ;  and  if  we  resolve  the  oblique 
surfaces  into  horizontal  and  vertical  equivalents  (supporting  sur- 
faces and  steading  surfaces)  we  find  that  the  resolved  horizontal 
equivalent  (supporting  surface)  of  a  single  winged  cell  forms  a 
square  of  which  the  diagonal  measures  25  centimeters,  and  this 
is  equivalent  to  a  rectangular  parallelogram  of  25  x  12.5  cm., 
having  an  area  of  312.5  square  centimeters. 

Thus  an  actual  silk  surface  of  541.5  square  centimeters 
arranged  as  the  two  wings  of  a  winged  cell,  yields  a  supporting 
surface  of  312.5  square  centimeters. 

In  kites,  therefore,  composed  exclusively  of  tetrahedral  winged 
cells,  each  having  a  side  of  25  centimeters,  the  area  of  support- 
ing surface  bears  the  same  proportion  to  the  actual  surface  as 
the  numbers  3,125  to  5,415  ;  or  1  to  1.7328. 


AERIAL    LOCOMOTION  443 

Supporting  surface  i 

Actual  surface       ~  1.7328 

A  simple  way  of  calculating  the  amount  of  supporting  surface 
in  such  structures  is  to  remember  that  there  are  32  cells  to  the 
square  meter  of  supporting  surface.  Therefore,  the  1300  cells 
of  the  kite  "  Frost  King"  had  a  supporting  surface  of  40.6250 
square  meters  (437.3  sq.  ft.). 

Ratio  of  Weight  to  Surface. — The  actual  silk  surface  em- 
ployed in  the  "  Frost  King"  was  70.3950  square  meters  (757-7 
sq.  ft.),  the  weight  of  the  kite  was  27,694  gms.  (61  lbs.),  so  that 
on  the  basis  of  the  actual  surface,  the  flying  weight  was  393.4 
gms.  per  square  meter  (0.08  lbs.  per  sq.  ft.). 

But  for  the  purpose  of  comparing  the  flying  weight  of  a  tetra- 
hedral  kite  with  that  of  other  kites  in  which  it  is  usual  to  estimate 
only  the  aeroplane  surfaces  that  are  substantially  in  a  horizontal 
plane,  it  would  be  well  to  consider  the  ratio  of  weight  to  hori- 
zontal or  supporting  surface  in  this  kite. 

The  weight  was  27,694  gms.  (61  lbs.);  the  resolved  horizontal 
or  supporting  surface  was  equivalent  to  40.6250  square  meters 
(437.3  sq.  ft.),  and  the  flying  weight  for  comparison  with  other 
kites  was  681.7  gms«  Per  square  meter  of  supporting  surface 
(0.14  lbs.  per  sq.  ft.). 

The  kite,  in  addition  to  its  own  weight,  carried  up  a  mass  of 
dangling  ropes  and  a  rope-ladder,  as  well  as  two  flying  cords  of 
manilla  rope.  The  impedimenta  of  this  kind  weighed  28,148 
gms.  (62  lbs.).  It  also  supported  a  man,  Mr.  Neil  McDermid, 
who  hung  on  to  the  main  flying  rope  at  such  a  distance  from  the 
cleat  attached  to  the  ground  that  when  the  rope  straightened 
under  the  strain  of  the  kite  he  was  carried  up  into  the  air  to  a 
height  of  about  10  meters  (over  30  ft.).  The  weight  of  this 
man  was  74,910  gms.  (about  165  lbs.).  Thus,  the  total  load 
carried  by  the  kite,  exclusive  of  its  own  weight,  was  103,058 
gms.  (or  227  lbs.). 

The  whole  kite,  load  and  all,  including  the  man,  therefore, 
weighed  130,752  gms.  (288  lbs.),  and  its  flying  weight  was 
1857.4  gms.  per  square  meter  of  actual  surface  (0.38  lb.  per 
sq.  ft.) ;  or  3218.5  gms.  per  square  meter  of  supporting  surface 
(0.66  lb.  per  sq.  ft.). 


444 


BELL 


Appendix  B. 


Partial   Bibliography  Relating  to    Aerial    Locomotion,  prepared, 
through  the  courtesy  of  the  smithsonian  institution, 
by  Dr.  Cyrus  Adler,  Assistant  Secretary,  in 
Charge  of  Library  and  Exchanges. 
Dr.  Adler  says  :  "  In  accordance  with  your  request,  I  am  authorized  to  send 
you  herewith  a  list  of  the  writings  of  S.   P.  Langley,   Octave  Chanute,   Otto 
Lilienthal,  Lawrence  Hargrave,  and  A.  M.  Herring,  to  be  used  in  connection 
with  your  recent  paper  on  aerial  locomotion.     I  ought  to  explain  that,  excepting 
in  the  case  of  Mr.  Langley's  writings,  I  am  not  at  all  sure  that  the  lists  are 
complete,  since  the  time  afforded  for  bringing  together  the  references  was  very 
short,  and  of  course  there  may  be  publications  in  out-of-the-way  journals  which 
would  only  be  revealed  by  a  more  extended  inquiry.     I  have  also  appended  a  list 
of  papers  on  the  subject  published  by  the  Smithsonian  Institution,  as  the  Smith- 
sonian publications  are  accessible  in  all  libraries  throughout  the  country,  whereas 
many  of  the  publications  cited  in  the  other  lists  are  not  readily  to  be  found" 

Langley,  S.  P. 

1891  Experiments  in  Aerodynamics.  Smithsonian  Contributions  to  Knowl- 
edge, Washington,  D.  C. 

1891  Experiences  d'Aerodynamique.  Revue  de  PAeronautique,  Paris,  pages 
77-124. 

1891  Recherches  Experimentales  Aerodynamiques  et  Donnees  d'Experience. 
Extrait  des  Comptes  rendus  des  Seances  de  l'Academie  des  Sciences  t. 
CX1II.     Stance  du  13  Juillet,  Paris. 

i89i-'g2  Recherches  Experimentales  Aerodynamiques  et  Donnees  d'Expe- 
rience.    "  L'Adronaute,"  vol.  24-25,  pages  176-180,  Paris. 

1891  The  Possibility  of  Mechanical  Flight.  Century  Magazine,  New  York, 
September,  pages  783-785. 

1892  Mechanical  Flight.     The  Cosmopolitan,  New  York,  May. 

1893  The  Internal  Work  of  the  Wind.  Smithsonian  Contributions  to  Knowl- 
edge, Washington,  D.  C. 

1893  La  Travail  Interieur  du  Vent.     Revue  de  l'Aeronautique,  Paris. 

1894  The  Internal  Work  of  the  Wind.  American  Journal  of  Science,  New 
Haven,  Conn.,  vol.  XLVII,  January. 

1894  Die  innere  Arbeit  des  Windes.  (American  Journal  of  Science,  1894, 
ser.  3.  vol.  XLVII,  p.  41.)  Naturwissenschaftliche  Rundschau  Braun- 
schweig, 31  Marz,  No.  13,  pp.  157-160. 

1895  Langley's  Law.     Aeronautical  Annual,  Boston,  No.  1,  pp.  127-128. 

1896  Description  du  vol  m^canique,  Extrait  des  Comptes  rendus  des  Stances 
de  l'Academie  des  Sciences  t.  CXXII,  Seance  du  26,  Mai,  pp.  1-3. 

1896     Description  du  vol  mechanique.     Comptes  Rendus,  cxxii,  May  26. 
1896     A  Successful  Trial  of  the  Aerodrome.     Science,  New  York,  May  22,  p. 

753- 
1896     Experiments  in  Mechanical  Flight.     Nature,  London,  May  2S,  p.  80. 

1896  L' Aeroplane  de  M.  Samuel  Pierpont  Langley.  L'Aeronaute,  29  Ann^e, 
No.  7,  Juliet,  Paris. 

1897  Story  of  Experiments  in  Mechanical  Flight.  The  Aeronautical  Annual, 
Boston,  No.  3,  pp.  11-25. 


AERIAL    LOCOMOTION  445 

1897     The  New  Flying  Machine.     Strand  Magazine,  London,  June,  pp.  701- 

718. 
1897     The  "  Flying  Machine."     McClure's  Magazine,  June,  pp.  647-660. 

1897  Story  of  Experiments  in  Mechanical  Flight.  Smithsonian  Report, 
Washington,  D.  C. 

1900  The  Langley  Aerodrome  :  Note  prepared  for  the  Conversazione  of  the 
American  Institute  of  Electrical  Engineers,  New  York,  April  12,  1901. 
Smithsonian  Report,  Washington,  pp.  197-216. 

1901  The  Greatest  Flying  Creature.     Smithsonian  Report,  Washington. 

1902  Note  of  the  Aerodrome  of  Mr.  Langley.  Published  in  Scientific  Ameri- 
can Supplement  of  November  29  and  December  6. 

rgo4  Experiments  with  the  Langley  Aerodrome.  Smithsonian  Report,  Wash- 
ington. 

Chanute,  Octave 

1890  Aerial  Navigation  :  A  lecture  delivered  to  the  students  of  Sibley  College, 
Cornell  University,  May  2.  (Reprint.)  The  Railroad  and  Engineering 
Journal. 

1891  Progress  in  Aerial  Navigation.  The  Engineering  Magazine,  New  York, 
October,  vol.  2,  No.  1. 

1893     Aerial  Navigation.     Transportation,  New  York,  October,  vol.  1,  No.  2, 

pp.  24-25. 
i8gi-'93     Progress    in    Flying    Machines.     The    Railroad    and    Engineering 

Journal,  New  York,  continued  from  October,  1891,  to  March,  1893,  and 

from  May,  1893,  to  December,  1893. 
i8g3-'94     Progress  in  Flying  Machines.     L'Aeronaute,  Paris,  26-27,  PP-  221- 

224. 
i8g6-'g7     Sailing   Flight,  parts  1  and  2.     The   Aeronautical  Annual,  Boston, 

Nos.  2  and  3,  pp.  60-76,  9S-127. 

1898  American  Gliding  Experiments.  Separate- Abdruck,  Heft  1,  der  Illus- 
trirten  Aeronautischen  Mittheilungen,  pp.  1-8. 

i8gg     Progress  in  Flying  Machines.     New  York,  pp.  i-vi,  1-308. 
1900     Aerial  Navigation.     The  Independent,  New  York,  pp.  1006-1007,  1058- 
1060. 

1900  Experiments  in  Flying.  McClure's  Magazine,  New  York,  vol.  XV,  No. 
2,  June. 

1901  Aerial  Navigation  :  Balloons  and  Flying  Machines  from  an  Engineering 
Standpoint.  Cassier's  Magazine,  New  York,  June,  vol.  20,  No.  2,  pp. 
111-123. 

igo3     La  Navigation  Aerienne  aux  Etats-Unis.    L'Aerophile,  Aotit,  11  Ann^e, 

No.  8,  pp.  171-183. 
igo3     L'Aviation  en  Amerique.     Revue  GeneVale  des  Sciences,   pures  et  ap- 

pliqu^es,  Paris,  14  Annee,  No.  22,  November  30,  pp.  1133-1142. 
igo4     Aeronautics.     Encyclopaedia  Brittannica  Supplement,   London,   pages 

100-104,  with  3  plates. 
igo4     Aerial  Navigation.     Scientific  American   Supplement,  New  York,  vol. 

57»  PP-  23598-23600. 
igo3-'o4     Aerial  Navigation.     Smithsonian  Institution  Report,  pp.  1 73-181. 
1904     Aerial  Navigation.     Popular  Science  Monthly,  New  York,  vol.  64,  pp. 

385-393- 


446  BELL 

1906  Aerial  Navigation.  Engineering  World.  Chicago,  August  10,  vol.  4. 
No.  9,  p.  222.  i 

Lilienthal,  Otto 

1889  Der  Vogelflug  als  Grundlage  der  Fliegekunst.  Berlin,  pp.  i-viii, 
1-187,  plates  I-VIII. 

1891  Ueber  Theorie  und  Praxis  des  freien  Fluges.  Zeitschrift  fiir  Luftschif. 
fahrt.     Berlin,  X,  Heft  7  u.  8,  pp.  153-164. 

i8gi  Ueber  meine  diesjahrigen  Flugversuche.  Zeitschrift  fiir  Luftschif- 
fahrt.     Berlin,  X,  Heft  12,  pp.  286-291. 

1892  Ueber  die  Mechanik  im  Dienste  der  Flugtechnik.  Zeitschrift  fiir  Luftt 
schiffahrt  und  Physik  der  Atmosphare.  Berlin,  XI,  Heft  7  u.  8,  pp. 
180-186. 

1892  Ueber  den  Segelflug  und  seine  Nachahmung.  Zeitschrift  fiir  Luft- 
schiffahrt  und  Physik  der  Atmosphare.    Berlin,  XI,  Heft  11,  pp.  277-281. 

1893  Die  gewolbten  Flugelrlachen  vor  dem  oestreichischen  Ingenieur-  und 
Architekten  Verein.  Zeitschrift  fiir  Luftschiffahrt  und  Physik  der  At- 
mosphare.    Berlin,  XII,  Heft  3/4,  pp.  8S-90. 

1893  Die  Flugmaschinen  des  Mr.  Hargrave.  Zeitschrift  fiir  Luftschiffahrt 
und  Physik  der  Atmosphare.     Berlin,  XII,  Heft  5,  pp.  114-118. 

1893  Ein  begeisterter  Flugtechniker  in  Chile.  Zeitschrift  fiir  Luftschiffahrt 
und  Physik  der  Atmosphare.     Berlin,  XII,  Heft  5,  p.  126. 

1893  Zur  zweiten  Auflage  Buttenstedts  "  Flugprincip."  Zeitschrift  fiir  Luft- 
schiffahrt und  Physik  der  Atmosphare.    Berlin,  XII,  Heft  6,  pp.  143-145. 

1893  Ueber  Schraubenflieger.  Zeitschrift  fiir  Luftschiffahrt  und  Physik  der 
Atmosphare.     Berlin,  XI,  Heft  9,  pp.  228-230. 

1893  Die  Tragfahigkeit  gewdlbter  Fliichen  beim  praktischen  Segelrluge. 
Zeitschrift  fiir  Luftschiffahrt  und  Physik  der  Atmosphare.  Berlin,  XII, 
Heft  11,  pp.  259-272. 

1893  Die  Tragfahigkeit  gewdlbter  Flachen  beim  praktischen  Segelfluge.  Sep- 
aratabdruck  aus  Nr.  11  der  Zeitschrift  fiir  Luftschiffahrt  und  Physik  der 
Atmosphare.     November,  pp.  259-272. 

1894  Allgemeine  Gesichtspunkte  bei  Herstellung  und  Anwendung  von  Flug. 
apparaten,  Zeitschrift  fiir  Luftschiffahrt  und  Physik  der  Atmosphare. 
Berlin,  XIII,  Heft  6,  pp.  143-155. 

1894  Maxim's  Flugmaschine.  Zeitschrift  fiir  Luftschiffahrt  und  Physik  der 
Atmosphare.     Berlin,  XIII,  Heft  10,  pp.  272-273. 

1894  Wellner's  weitere  luftschrauben-Versuche.  Zeitschrift  fiir  Luftschiffahrt 
und  Physik  der  Atmosphare.     Berlin,  XIII,  Heft  12,  pp.  334-336. 

1895  Resultate  der  praktischen  Segelradversuche  Prof.  Wellner's.  Zeitschrift 
fiir  Luftschiffahrt  und  Physik  der  Atmosphare.  Berlin,  XIV,  Heft  1, 
pp.  25-26. 

1895  Die  Profile  der  Segelflachen  und  ihre  Wirkung.  Zeitschrift  fiir  Luft- 
schiffahrt und  Physik  der  Atmosphare.     Berlin,  XIV,  Heft  2/3,  pp.  42-57. 

1895  Ueber  die  Ermittelung  der  besten  Flugelformen.  Zeitschrift  fiir  Luft- 
schiffahrt und  Phystkder  Atmosphare.   Berlin,  XIV,  Heft  10,  pp.  237-245. 

1894  Lilienthal's  Experiments  in  Flying.  Nature,  London,  December  20, 
vol.  51,  No.  1312,  pp.  177-179. 

1894  Deux  Lettres  de  M.  Otto  Lilienthal.  L'Aeronaute,  Paris,  27  Annee, 
No.  12,  December,  pp.  267-270. 


AERIAL    LOCOMOTION  447 

1894  Principes  GeneVaux  a  Considerer  dans  la  Construction  et  l'emploi  des 
appareils  de  vol  de  M.  Otto  Lilienthal.  L'AeYonaute,  Paris,  27  Anne>, 
No.  12,  December,  pp.  270-274. 

1894  Die  Flugapparate,  Berlin,  Sonderabdruck  aus  Nr.  6  der  Zeitschrift  fiir 
Luftechiffahrt  und  Physik  der  Atmosphare.     Berlin,  pp.  3-15. 

1895  Les  Experiences  de  M.  Lilienthal  par  M.  P.  Lauriol.  Revue  de  L'Aero- 
nautique,  8  Annee,  ire  Livraison,  pp.  1-10. 

i8g6     Practical   Experiments   for  the  Development   of  Human   Flight.     The 

Aeronautical  Annual,  No.  2,  Boston,  pp.  7-22. 
1897     At  Rhinow.     The  Aeronautical  Annual,  No.  3,  Boston,  pp.  92-94. 
1897     The  Best  Shapes  for  Wings.     The  Aeronautical  Annual,  Boston,  No.  3, 

PP-  95-97- 

1897  Der  Kunstrlug.     In  :     Taschenbuch  f.  Flugtechniker  2. 
1894     Aurl.,  Berlin  (313-321). 

Hargrave,  Lawrence 

1889  Flying  Machine  Memoranda.  Journal  and  Proceedings  of  the  Royal 
Society  of  New  South  Wales,  Sydney,  vol.  XXIII,  part  1,  pages  70-74. 

1890  On  a  Compressed-air  Flying-machine.  Journal  and  Proceedings  of  the 
Royal  Society  of  New  South  Wales,  Sydney,  vol.  XXIV,  part  1,  pages 
52-57- 

1892     Flying-Machine  Work  and  the  1/6  I.  H.  P.  Steam  Motor  Weighing  2>lA 

lbs.  (Reprint).     Journal  and  Proceedings  of  the  Royal  Society  of  New 

South  Wales,  vol.  XXVI,  pages  170-175. 
1892     Flying-Machine  Work  and  the  1/6  I.  H.  P.  Steam  Motor  Weighing  3% 

lbs.     Journal  and  Proceedings  of  the  Royal  Society  of  New  South  Wales, 

Sydney,  vol.  XXVI,  pages  170-175. 

1896  On  the  Cellular  Kite.  (Reprint.)  Journal  and  Proceedings  of  the 
Royal  Society  of  New  South  Wales,  vol.  XXX,  pages  1-4. 

1898  "Aeronautics."  (Reprint.)  Journal  and  Proceedings  of  the  Royal 
Society  of  New  South  Wales,  vol.  XXXII,  pages  55-65. 

1903     Hargrave's  Versuche,  111.  aeron.  Mitt.,  Strassburg,  7,  (366-370). 

Herring,  A.  M. 

1896  Dynamic  Flight.     Aeronautical  Annual,  Boston,  No.  2,  pp.  89-101. 

1897  Recent  Advances  Toward  a  Solution  of  the  Problem  of  the  Century. 
Aeronautical  Annual,  Boston,  No.  3,  pp.  54-74. 

1899  Die  Regulirung  von  Flugmaschinen.  Zeitschrift  fiir  Luftschiftahrt 
und  Physik  der  Atmosphare.     Berlin,  XVIII,  Heft  9,  pp.  205-211. 

1899  Einige  sehr  leichte  Benzin-  und  Dampfmotoren.  Zeitschrift  fiir  Luft- 
schiffahrt  und  Physik  der  Atmosphare.     Berlin,  XIX.  Heft  1,  pp.  1-4. 


44» 


BELL 


List  of  Articles   Relating  to  Aeronautics  Published  by  the 
Smithsonian  Institution. 


No. 

Author. 

Arago,  Francis... 

789 
8oi 

Glaisher,  James... 
Wenham,  F.  H.  .. 
Langley,  S.  P.  ... 

884 

Langley,  S.  P.  ... 

938 

Lilienthal.Otto... 

"34 

"35 

Huffaker,  E.  C... 

1 149 
1 197 

1248 

Bacon,  John  M  ... 

1267 
1268 

Janssen,  J 

1269 

1270 
1352 

Curtis,Thomas  E. 
Lyle,  E.  P.,  Jr.... 

1358 
1379 

Baden-Powell, 
Maj.  B.  F.  S. 

1380 
H43 

Wright,  Wilbur... 
Pettigrew,  Jas. 
Bell 

1494 

M95 
1496 

1597 

Baden-Powell, 
Maj.  B. 

Langley,  S.  P  ,,, 

1598 

von  Lendenfeld, 
R 

Title. 


Aeronautic  Voyages  performed  with  a 

view  to  the  advancement  of  science. 

An  Account  of  Balloon  Ascensions. 

On  Aerial  Locomotion 

Experiments  in  Aerodynamics 

The  Internal  Work  of  the  Wind 


Where  Published. 


The  Problem  of  Flying  and  Prac- 
tical Experiments  in  Soaring. 

Story  of  Experiments  in  Mechan- 
ical Flight 

On  Soaring  Flight 

Letters  from  the  Andr^e  Party , 

Scientific  Ballooning 

Count  Von  Zeppelin's  Dirigible  Air 
Ship , 

The  Progress  of  Aeronautics 

Lord  Rayleigh  on  Flight , 

The  Langley  Aerodrome  (Note  pre- 
pared for  the  conversazione  of  the  j 
Amer.   Inst,  of    Elec.   Engineers, 
New  York  City,  April  12,  1901). 

The  Zeppelin  Air  Ship 

Santos-Dumont  Circling  the  Eiffel 
Tower  in  an  Air  Ship 

The  Greatest  Flying  Creature 

Recent  Aeronautical  Progress,  and 
Deductions  to  be  drawn  therefrom 
regarding  the  Future  of  Aerial 
Navigation. 

Some  Aeronautical  Experiments 

On  the  Various  Modes  of  Flight  in 
Relation  to  Aeronautics 

Progress  with  Air  Ships 


Aerial  Navigation 

Graham  Bell's  Tetrahedral  Kites 

Experiments  with  the  Langley  Aero- 
drome   


Relation  of  Wing  Surface  to  Weight.    Report,  1904 


Report,  1863. 

Report,  1863. 

Report,  1889. 

Cont.  to  knowl- 
edge, Vol.  27. 

Cont.  to  knowl- 
edge, Vol.  27. 

Report,  1893. 

Report,  1897. 
Report,  1897. 
Report,  1897. 
Report,  1898. 

Report,  1899. 
Report,  1900. 
Report,  1900. 


Report,  1900. 
Report,  1900. 

Report,  1901. 
Report,  1 901. 


Report,  1902 
Report,  1902 

Report,  1867 
Report,  1903 

Report,  1903 
Report,  1903 

Report,  1904 


Proc.  Wash.  Acad.  Sci..  Vol.  VIII 


Plate  IX. 


I.ilienthal  Gliding  Machine  as  reproduced  in  America  for  Chanute  by  Herring. 


Gliding  through  the  air  on  Chanute's  Multiple-winged  Glider. 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  X. 


Langley's  Aerodrome  No.  5  in  flight,  May  6,  1896. 
From  instantaneous  photograph  by  Alexander  Graham  Bell. 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  XI. 


*  5? 

»  3 
ft  fl* 

<  O 


5'c 


5-i  f 

r  3-  (0 

8  t  B 

?3  =2. 

°  s>  n> 

3-3*  ^. 

O  J  U) 

^  n  > 

*  2  rt: 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


PlatejXII. 


o 


kLf  „       i^^^ 

i 
'^i*000* 

M. 

A 

V 

1 

Si 

^1 

•  i^ii 

It 

Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  XlH. 


n        W 

2.     crq 


5       K 


r»  ** 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  XIV. 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIM 


Plate  XV. 


The  Frost  King  in  the  air,  flying  in  a  ten-mile  breeze,  and  supporting  a  man  on  the  flying  rope. 
During  the  experiment  the  rope  straightened  under  the  pull  of  the  kite,  and  the  man  was  raised  to  a  height  nfM  ™- 

&&£s^^S^SSS^&Sff. brought  doWD  safely-  »«££<ff&S2££*&£i& 


Proc.  Wash.  Acad.  Sci..  Vol.  VIII. 


Plate  XVI. 


r, 


P5P      C/5 

52       3 


5' 


35     2 


m 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  XVII. 


~     "> 


to 


•O  c 
3-1 


°  2      — 
2.         O 

He      ° 


3         "> 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  XVIII. 


A   Floating  Kite,  adapted  to  be  towed  out  of  the  water. 

Kite  consistsof  a  bridge,  ortruss,  of  tetrahedral  celN  with  wings  of  Japanese  waterproof  piper  upon  two  floats  of 
light  framework  covered  with  oilcloth.  A  stint  towing  pole  extends  laterally  across  the  lower  part  of  the  wing- 
piece  at  the  front.     Photograph  by  Douglas  McCurdy.      Illustration  from  the  National  Geographic  Society. 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  XIX. 
1 


The  French  Military  Dirigible,  "  Patrie,"  in  flight. 

The  latest  French  airship.  "  La  Patrie,"  is  ,i,v,  feet  in  diameter  by  196  feet  long,  and  has  a  capacity  ot  111,195  cubic  feet. 
Driven  by  a  70-horsepower  motor  and  two  propellers,  this  dirigible  has  recently  made  about  30  miles  an  hour.  Its 
lifting  capacity  is  2,777  pounds.     Illustration  from  the  Scientific  American. 


The  New  Deutsch  Airship,  "  Ville  de  Paris,"  the  latest  dirigible  balloon. 

The  peculiar  arrangement  of  twin,  hydrogen-filled  cylinders  forms  a  sort  of  balancing  tail.  This  airship  has  a  length 
of  60  meters  (196.85  feet)  and  a  diameter  of  10. S  meters  (35.43  feet)  while  its  capacity  is  3,000  cubic  meters  (105,943  cubic 
feet).  Its  propellers  are  placed  on  either  side  of  the  body  framework,  or  "  nacelle,"  and  at  about  the  center  of  the 
latter,  which  is  boat-shaped.  The  weight  which  can  be  carried,  outside  of  the  equipment  and  the  fuel  sufficient  for 
a  ten  hours'  run,  is  about  1,100  pounds.  A  70-horsepower  Panhard  motor  is  used.  Illustration  from  the  Scientific 
A  merican. 


Proc.  Wash.  Acad.  Sci..  Vol.  VIII. 


Plate  XX. 


Count  Von  Zeppelin's  Airship— the  largest  and  fastest  thus  far  constructed — coming  out  of  its  shed 
and  performing  various  evolutions  above  Lake  Constance. 

{.This  airship,  which  is  38  feet  in  diameter  by  410  feet  in  length  and  which  lias  a  capacity  of  367,120  cubic  feet,  held  itself 
.,      stationary  against  a  33'2-mile-an-hour  wind  in  January  last,  by  means  ol    two  35-horsepower  gasoline  motors  driv- 
ing four  propellers.     The  airship  can  lift  three  tons  additional  to  its  own  weight,  which  gives  it  a  radius  of  3,0:0 
miles  at  31  miles  an  hour.     On  October  11,  1906,  Count  Zeppelin   maneuvered  this  dirigible  balloon  above  Lake 
Geneva,  ascending  to  a  height  of  2.500  feet  and  steering  the  huge  cigar-shaped  ai'-rostat  very  nicelv.     The  airship 
is  mounted  on  floats,  so  that  it  works  equally  well  on  the  water.     During  one  flight  it  remained  in  the  air  an  hour 
_^  and  twenty  minutes,  although  the  steering-gear  was  caught  in  the  skeleton  framework  and  became  partly  unman- 
i  J  ageable.     The  attempts  proved  also  that    the  airship  was  dirigible  in  spite  of  its  great  size,  as  several  complete 
t  ..    circles  were  made  while  in  the  air.     Illustrations  from  the  Scientific  American. 


PROCEEDINGS 


OF   THE 


WASHINGTON  ACADEMY  OF  SCIENCES 

Vol.  VIII,  pp.  449-458.     Plates  XXI-XXIII  March  4,  1907. 


ON   A   COLLECTION   OF   FISHES   FROM 
BUENOS   AIRES.1 

By  Carl  H.  Eigenmann. 

The  present  paper  is  a  report  on  a  collection  of  fishes  obtained 
near  Buenos  Aires,  Argentina,  by  Prof.  W.  B.  Scott,  of  Prince- 
ton University.  The  collection  adds  several  species  to  the  La 
Plata  fauna.  These  are  marked*.  Four  of  these  species  are 
new.  The  types  are  in  the  Museum  of  Princeton  University,  and 
a  series  of  cotypes  and  duplicates  is  in  the  Museum  of  Indiana 
University. 

The  fresh-water  fish  fauna  of  Buenos  Aires  is  essentially 
Amazonian  and  in  striking  contrast  to  the  fresh-water  fauna  of 
North  America  of  corresponding  latitude  and  equally  remote 
from  the  mouth  of  the  Amazon  which  lies  on  the  equator. 
None  of  the  Amazon  genera  has  passed  much  beyond  the 
borders  of  the  United  States.  Most  of  them  do  not  reach 
beyond  Panama.  The  Paraguay,  whose  sources  are  in  contact 
with  those  of  the  Tapajos  and  Madeira,  southern  tributaries  of 
the  Amazon,  has  provided  an  easy  and  open  road  for  the 
Amazon  fauna  to  the  Lower  Parana  and  La  Plata.  But  few 
Amazon  types  extend  south  of  Buenos  Aires. 

silurid^:. 

Luciopimelodus  pati  Valenciennes. 

One  specimen. 
Pseudaplatystoma  coruscans  Agassiz. 

One  specimen. 

*  Contributions  from  the  Zoological  Laboratory  of  Indiana  University,  No. 
80. 

Proc.  Wash.  Acad.  Sci.,  March,  1907.  449 


450  EIGENMANN 

Rhamdia  quelen  Qiioy  &  Gaimard. 

One  specimen. 
Pimelodus  clarias  macrospila  Giinther. 

Two  specimens,  each  with  3  series  of  large  spots. 
Pimelodus  albicans  Valenciennes. 

One  specimen. 
Pimelodus  valenciennis  Kroyer. 

Four  specimens. 

Iheringichthys  labrosus  (Kroyer). 

Several  specimens. 
Doras  granulosus  Valenciennes. 

A  single  specimen,  470  mm.  long. 

Lateral  line  22,  the  hooks  of  the  lateral  plates  beginning 
under  the  end  of  the  dorsal. 

LORICARIID^ 
Plecostomus  commersoni  Cuvier  &  Valenciennes. 

Four  specimens. 
*  Plecostomus  laplatae  Eigenmann,  new  species.     (Plate  XXI.) 

Depth  5  in  length;  head  3.4  (3.28  in  cotype) ;  D.  1,  7  (not 
counting  the  fulcrum);  A.  1,  4 ;  scutes  31  -f  1  caudal  scute; 
depth  of  head  1.75  (1.66)  ;  width  of  head  1.2  in  its  length  (1  +  ) ; 
length  of  snout  equaling  depth  of  head  (1.5  in  head);  inter- 
orbital  2.8  in  head  (2.66);  length  of  mandibular  ramus  3  in 
interorbital  (2  +  ) ;  barbel  more  than  half  length  of  eye;  snout 
spatulate,  rounded  ;  supraorbital  margin  not  raised  ;  supraoccip- 
ital  ridge  very  feeble,  temporal  plates  not  carinate  ;  scutes  of 
sides  little  keeled,  spinulose,  7  between  dorsal  and  adipose,  14 
to  16  between  anal  and  caudal ;  supraoccipital  bordered  by  a 
median  and  two  or  three  lateral  scutes.  Lower  surface  of  head 
and  belly  entirely  granulose  in  the  type,  partly  naked  between 
the  base  of  pectoral  and  ventral.  First  dorsal  ray  about  equal 
to  length  of  head,  last  ray  .66  (.5)  length  of  head  ;  base  of  dor- 
sal equal  to  its  distance  from  end  of  second  scute  beyond  tip  of 
adipose  spine  ;  pectoral  extending  to  second  sixth  of  the  ventrals  ; 
caudal  distinctly  emarginate  ;  caudal  peduncle  a  little  more  than 
3  times  as  long  as  deep. 


COLLECTION    OF    FISHES    FROM    BUENOS    AIRES  45 1 

Color  of  type  :  Sides,  ventral  surface  and  head  profusely 
spotted,  the  spots  largest  on  the  belly,  minute  on  the  head  ; 
lightish  streaks  along  the  lateral  keels  ;  dorsal  dusky  with  one 
or  two  rows  of  spots  between  every  two  rays  ;  caudal  unspotted, 
the  lower  part  dusky  ;  anal  dark,  unspotted  ;  ventrals  and  pec- 
torals dusky,  the  former  with  large  spots,  the  basal  two  thirds 
of  the  latter  with  very  numerous  minute  spots  similar  to  those 
of  head. 

Color  of  cotype  :  Ventral  surface  plain  ;  sides  with  obscure 
large  spots,  the  light  streaks  along  the  keels  much  more  evi- 
dent ;  head  profusely  covered  with  spots  much  larger  than  those 
in  the  type  ;  dorsal  with  a  series  of  large  spots  on  the  posterior 
half  of  each  interradial  membrane  ;  caudal  sooty,  anal  obscurely 
spotted  ;  entire  upper  surfaces  of  ventrals  and  pectorals  spotted, 
the  spots  of  the  pectoral  more  numerous  and  smaller,  but  not  as 
small  as  those  of  the  head. 

Apparently  related  to  Plecostomus  carinatus  vaillanti  and 
tietensis. 

Type  in  Mus.  Princeton  Univ.,  a  specimen  410  mm.  long, 
from   Buenos  Aires;    coll.  Prof.  W.  B.  Scott.      Cotype,  no. 
11351,  Mus.  Ind.  Univ.,  a  specimen  214  mm.  long,  from  same 
place. 
Loricaria  vetula  Cuvier  &  Valenciennes.     (Plate  XXII.) 

One  specimen. 
Loricaria  anus  Cuvier  &  Valenciennes. 

Six  specimens. 

These  specimens  have  the  lateral  keels  separate  to  the  last  3 
or  4  scutes  ;  the  dorsal  without  spots  but  with  the  second  half 
of  the  membrane  dark. 

CHARACID^. 

Curimatus  platanus  Giinther. 

One  specimen. 
Curimatus  gilberti  Quoy  &  Gaimard. 

Two  specimens. 
Prochilodus  lineatus  (Valenciennes). 

Six  specimens,  the  largest  430  mm. 


45  2 


EIGENMANN 


Leporinus  obtusidens  (Valenciennes). 

One  specimen.  Depth  3.5;  head  4.33;  interorbital  equals 
snout ;  snout  conical ;  teeth  short,  truncate ;  lateral  spots  ob- 
scure, vertical,  the  caudal  spot  most  prominent;  anal  concave, 
the  second  and  third  ray  reaching  much  beyond  the  tip  of  the 
last,  nearly  to  caudal. 
Astyanax  rutilus  (Jenyns). 

Five  specimens. 

D.  11  ;  A.  28  in  one,  30  in  the  others;  scales  6  or  7-37  to 
39-5  to  7. 

*  Acestrorhamphus  brachycephalus  (Cope). 

One  specimen.     D.  10;  A.  26  ;  head  3.75  ;  depth  3.33  ;  eye 
4  in  head;  scales  1 1-55-9. 
Acestrorhamphus  hepsetus  (Cuvier). 

One  specimen. 

*  Acestrorhamphus  ferox  (Giinther). 

One  specimen. 
Salminus  maxillosus  (Cuvier  &  Valenciennes). 

Three  specimens. 

In  the  older  ones  the  dark  lateral  lines  are  much   more  con- 
spicuous than  in  the  younger. 
Serrasalmo  marginatus  Valenciennes. 

Two  specimens. 
Hoplias  malabaricus  (Bloch). 

Two  specimens. 

clupeid^:. 

Pomolobus  ?  melanostomus    Eigenmann,  new  species.     (Plate 

XXIII,  Fig.  6.) 

I  am  not  sure  of  the  identification  of  this  species.  It  differs 
from  the  other  American  relatives  of  Clufea  in  having  the 
dorsal  inserted  behind  the  ventrals. 

D.  13  to  16 ;  A.  17  to  20  ;  head  4.5  to  5  ;  depth  3.33  to  3.66 ; 
ventral  serrae  strong,  beginning  near  posterior  margin  of  pre- 
opercle,  26-29.  -^ye  a  ntt^e  longer  than  snout,  3  to  3.5  in  head  ; 
mouth  oblique,  the  lower  jaw  included  ;  maxillary  extending  a 
little  beyond  front  of  eye ;  gillrakers  about  two  thirds  as  long 
as  eye  ;   no  teeth  on  vomer ;  alimentary  canal  short,  peritoneum 


COLLECTION    OF    FISHES    FROM    BUENOS    AIRES  453 

white  ;  dorsal  short,  its  origin  over  some  part  of  the  last  third  of 
the  ventrals,  a  little  nearer  caudal  than  tip  of  snout.  Scales 
caducous,  crenulate. 

A  dark  band  along  the  entire  back,  median  predorsal  line 
free  from  pigment ;  a  faint  dusky  streak  along  the  upper  part 
of  the  side  to  the  middle  of  caudal  ;  no  humeral  spot ;  upper 
lip  black,  tip  of  snout  and  lower  jaw  dusky  ;  sides  of  head  and 
body  without  pigment  cells. 

The  reproductive  organs  indicate  that  the  larger  specimens 
are  mature. 

Type  in  Mus.  Princeton  Univ.,  a  specimen  85  mm.  long, 
from  Buenos  Aires;  coll.  Prof.  W.  B.  Scott.  Cotypes  in  the 
collections  of  Princeton  and  Indiana  Universities  (No.  11364, 
Mus.  Ind.  Univ.),  14  specimens  58  to  85  mm.  long,  from  same 
place. 

STOLEPHORID^). 

Ilisha  flavipinnis  (Valenciennes). 

Two  specimens. 
Stolephorus  olidus  Gtinther. 

Seven  specimens. 

Upper  margin  of  silvery  band  well  denned,  the  lower  margin 
not,  the  silvery  area  in  the  adult  covering  the  entire  sides.  Anal 
about  26;   depth  about  5.5  (4.5  in  the  types). 

MUGILID^. 
Mugil  platanus  Giinther. 

Five  specimens.  These  agree  with  Giinther's  description, 
except  that  in  the  three  better  preserved  specimens  and  the 
smallest  the  upper  half  of  the  base  of  the  pectoral  is  black,  the 
rest  of  the  fin  uniform. 

ATHERINID^. 
Atherinichthys  bonariensis  Cuvier  &  Valenciennes. 

Four  specimens. 
Atherinichthys  argentinensis  Cuvier  &  Valenciennes. 

Origin  of  spinous  dorsal  behind  anus.  A.  1,  15  ;  scales  50, 
8  between  dorsal  and  anal ;  depth  6.5  to  base  of  caudal ;  head 
4.33  ;  scales  rounded  behind;  pectorals  equal  head  less  mouth  ; 
lateral  band  one  sixth  depth  of  body. 


454  EIGENMANN 

sci^nid^:. 

Pachyurus  bonariensis  Steindachner. 
Many  specimens. 

cichlid^:. 

Heros  autochthon  Giinther. 

Two  specimens. 
Geophagus  australe  Eigenmann,  new  species.     (Plate  XXIII, 

Fig.  7-) 

Closely  related  to  G.  duodecimspinosum  =  balzanii,  from  the 
Paraguay.  It  differs  from  that  species  in  the  more  pointed 
snout,  less  steep  profile,  more  rapidly  descending  dorsal  slope, 
longer,  more  slender  caudal  peduncle,  narrower  interorbital, 
etc.  It  differs  from  its  next  nearest  relative,  G.  gymdogenys,  in 
the  scales  of  the  cheek  and  in  the  color. 

Head  3  to  3.16;  depth  2  to  2.4;  D.  xn  to  xiv,  10  or  11; 
A.  in,  8  ;  lateral  line  28  to  30  (16  to  18  +  10  to  12) ;  25  to  27 
scales  along  the  middle  of  the  side. 

Subrhomboidal ;  dorsal  outline  unequally  arched,  the  highest 
point  at  the  origin  of  the  dorsal.  In  G.  balzanii the  dorsal  profile 
is  much  more  regularly  arched  from  the  tip  of  snout  to  end  of 
dorsal ;  anterior  profile  convex  in  front  of  dorsal,  nearly  stra'ght 
on  head  ;  caudal  peduncle  rather  long  and  slender,  its  depth  1 
to  1.33  in  its  length  ;  interorbital  very  convex,  the  bony  portion 
3.5  in  the  head  (2.5  in  balzanii) ;  cheeks  with  3  series  of  scales 
on  their  upper  part,  the  lower  portion  naked  (about  7  series  in 
balzanii) ;  7  or  8  tubercular  gillrakers  on  lower  half  of  arch ; 
a  single  complete  series  of  scales  on  the  subopercle  with  a  few 
scales  forming  an  imperfect  second  series  below  them.  Eye  4 
to  4.5  in  head ;  nares  half  way  between  tip  of  snout  and  eye 
(distance  of  nares  from  tip  of  snout  1.6  in  their  distance  from 
eye  in  balzanii). 

Ventrals  reaching  the  anal  papilla  or  slightly  beyond  origin 
of  anal ;  pectoral  reaching  to  first  anal  spine  or  first  anal  ray  ; 
soft  dorsal  and  anal  high,  reaching  considerably  beyond  base  of 
caudal ;  caudal  lunate  or  but  slightly  emarginate,  its  base  much 
less  densely  scaled  than  in  G.  balzanii ;  bases  of  dorsal  and  anal 
with  few  scales ;  fold  of  the  lower  lip  not  continuous. 

A  dark  area  across  back  in  front  of  the  dorsal ;  bases  of  some 


COLLECTION    OF    FISHES    FROM    BUENOS    AIRES  455 

of  the  scales  of  the  back  frequently  very  dark  brown  ;  side  with 
about  6  cross-bands,  each  of  those  on  middle  of  side  composed 
of  double  dark  lines  with  a  band  of  light  of  equal  width  between 
them ;  no  dark  spot  on  side ;  pectoral  light ;  ventrals  blue- 
black  ;  dorsal  dusky,  with  ascending  light  stripes  which  are 
largely  replaced  by  light  spots  on  the  soft  dorsal ;  caudal  dusky, 
with  round  hyaline  spots  on  the  rays  similar  to  those  on  soft 
dorsal ;  anal  with  similar  but  smaller  and  less  distinct  spots  ;  no 
spot  or  ocellus  on  the  caudal. 

Type  in  Mus.  Princeton  Univ.,  a  specimen  155  mm.  long, 
from  Buenos  Aires ;  coll.  Prof.  W.  B.  Scott.  Cotypes  in 
Princeton  and  Indiana  Universities  (no.  11352,  Mus.  Ind. 
Univ.),  6  specimens   100  to  150  mm.  long,  from  same  locality. 

Batrachops  scottii  Eigenmann,    new    species.     (Plate  XXIII, 
Fig.  8). 

?  Crenicichla  semifasciata  Pellegrin  (not  Heckel)  Cichlides, 
339,  1904  (Buenos  Aires;   Montevideo). 

This  species  is  closely  related  to  semifasciata  of  Heckel,  from 

which  it  differs  conspicuously  in  color.     B.  semifasciatus  was 

described    from    specimens   collected  in    the    Paraguay    River 

at  Caigara  in  Matto  Grosso.     No  other  specimens  have  been 

found  unless  those  recorded  by  Pellegrin  belong  to  semifasciatus. 

The  two  species  may  be  distinguished  as  follows  : 

a.  D.   xxii,   10;   A.  in,  7  ;    lateral  line   25+  12;    scales  56   or  57; 

greatest  thickness  1.25  in  greatest  height  which   is  5    in   the 

total   length  ;    depth  of  caudal   peduncle  equals  five  eights  of 

the  greatest  depth  ;   eye  1.5  diameters  behind  tip  of  lower  jaw, 

5.5  in  head  ;  suborbital  one  third  the  diameter  of  eye  ;  peroper- 

cular  margin  turned  forward  ;  a  dark  band  from  eye  to  opercle, 

7  or  S  dark  lines  from  base  of  dorsal  to  middle  of  side,  darkest 

below  lateral   line  and   fading  out  below;     a  dark  ocellus  on 

base  of  caudal ;   each  scale  of  the  side  yellow,   with  a   dark 

brown  margin  ;   fins  without  spots, semifasciatus. 

aa.  D.  xxi  or  xxn,  13;  A.  in,  S  or  9;  lateral  line  25  +  14;  scales 
57;  head  3.4  to  3.5  ;  depth  4  to  4.5;  greatest  thickness  1.5 
in  greatest  depth ;  depth  of  caudal  peduncle  2  in  greatest 
depth;  eye  2.5  diameters  behind  tip  of  lower  jaw,  5.5  to  7 
in  the  head  ;  preorbital  1  (in  adult)  to  2  (in  youngest)  in 
the  eye ;  peropercular  margin  slanting  obliquely  backward  ; 
Proc.  Wash.  Acad.  Sci.,  March,  1907. 


456  E-IGENMANN 

tips  of  dorsal  and  anal  reaching  caudal ;  a  dusky  shade  from  eye 
to  edge  of  opercle  continued  faintly  in  the  young  to  the  caudal ; 
very  conspicuous  markings  extending  from  eye  down  and 
'  back ;  they  consist  first  of  a  black  blotch  followed  by  two  or 
four  parallel  black  lines,  these  followed  after  an  interval  by 
one  to  5  similar  ones  and  these  again  in  some  specimens  by 
other  similar  ones ;  back  to  the  lateral  line  in  the  young  with 
very  obscure  cross  shades ;  side,  and  in  the  adult  the  back 
also,  with  light  stripes  along  the  middle  of  the  scales  and 
prominent  zigzag  dark  stripes  between  each  two  rows  of 
scales ;  entire  dorsal  and  base  of  anal  spotted ;  caudal  ob- 
scurely spotted  ;  pectorals  and  ventrals  plain. 

The  black  markings  below  the  eye  are  so  unique  and  con- 
spicuous that  they  attract  the  attention  at  once  and  give  the 
impression  of  India  ink  pen  strokes. 

I  take  great  pleasure  in  dedicating  this  species  to  the  collector, 
Prof.  W.  B.  Scott,  of  Princeton  University. 

Type  in  Mus.  Princeton  Univ.,  a  specimen  280  mm.  long, 
from  Buenos  Aires ;  coll.  Prof.  W.  B.  Scott.  Cotypes  in 
Princeton  and  Indiana  Universities  (No.  11420,  Mus.  Ind. 
Univ.),  145  to  165  mm.  long,  from  same  place. 

PLEURONECTID^. 
Achirus  lineatus  (Linnaeus). 
Two  specimens. 


458  COLLECTION    OF    FISHES    FROM    BUENOS    AIRES 


EXPLANATION   OF   FIGURES. 

1-3.  Plecostomns  la f  lata  Eigenmann,  type. 
4-5.  Loricaria  vetula  Cuvier  &  Valenciennes. 

6.  Pomolobus  7nelanostomus  Eigenmann,  type. 

7.  Geophagus  australe  Eigenmann,  type. 
S.  Batrachofs  scotti  Eigenmann,  type. 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  XXI 


FIGS.    1-3.      PLACOSTOMUS  LAPLAT/E   EIGENMANN,   NEW  SPECIES. 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  XXII. 


FIGS.   4  &  5.      LORICARIA  VETULA  CUVIER  &  VALENCIENNES. 


Proc.  Wash.  Acad.  Sci..  Vol.  VIM. 


Plate  XXI 


FIG     6.      POMOLOBUS   MELANOSTOMUS   EIGENMANN,    NEW  SPECIES. 


W*^"^^^ 

w      cms , 

fi&iS^r        -^*»> 

_grf 

ax^^r 

1£1- 

KhK^M^i 

FIG.  7.     GEOPHAGUS  AUSTRALE   EIGENMANN,   NEW  SPECIES. 


FIG.   8.      BATRACHOPS  SCOTTII    EIGENMANN,  NEW  SPECIES. 


PROCEEDINGS 


OF   THE 


WASHINGTON  ACADEMY  OF  SCIENCES 

Vol.  VIII,  pp.  459-486.         pls.  xxiv-xxviii  March  6,  1907. 


HISTOLOGY  AND  DEVELOPMENT  OF  THE  DIVIDED 
EYES  OF  CERTAIN  INSECTS. 

By  George  Daniel   Shafer. 

Exner,  1891,  Zimmer,  1897,  and  Kellogg,  1898,  1900,  and 
1903,  have  discussed  the  divided-eye  condition  of  certain  crus- 
taceans and  insects.      It  is  the  purpose  of  the  following  paper: 

1.  To  describe  the  histological  structure  of  the  divided  com- 
pound eyes  of  Sympetriim  corrupta,  Anax  Junius,  Dibio  hirtus, 
two  species  of  Blepharoceridaj  and  two  species  of  CaHibcetis. 

2.  To  describe  the  development  of  the  large-facetted  area  of 
the  eye  in  CaHibcetis  and  Sympctrum  corrupta. 

3.  To  refer  briefly  to  the  significance  of  the  divided-eye  con- 
dition in  these  eyes. 

This  investigation  was  made  in  the  Entomological  Laboratory 
of  Stanford  University,  under  the  direction  of  Prof.  V.  L. 
Kellogg.  I  wish  here  to  thank  Professor  Kellogg,  Mr.  Doan 
and  Miss  McCracken  for  help  in  the  laboratory  ;  also  Professor 
Aldrich,  Dr.  Needham  and  Mr.  Grinnell  for  identifying  some 
of  the  material  used. 

SYMPETRUM    CORRUPTA  Hagen. 

The  compound  eyes  of  Sympctrum  corrupta,  as  shown  in 
Fig.  1,  Plate  XXIV,  are  divided  by  a  curved  line  into  almost 
equal  upper  and  lower  parts.  The  lower  half  of  the  eye  is 
dark  and  a  good  hand  lens  shows  it  to  be  made  up  of  very 
small  facets.     The  upper  half  is  lighter  in  color  and  made  up 

Proc.  Wash.  Acad.  Sci.,  March,  1907.  459 


46O  SHAFER 

of  larger  facets.  Longitudinal  sections  of  the  ommatidia  of 
both  these  parts  of  the  eye  may  be  obtained  by  making  vertical 
cross-sections,  or  by  making  longitudinal  sagittal  sections  of 
the  head.  Fig.  2  shows  a  vertical  section  passing  through  both 
the  upper  and  the  lower  portions  of  the  eye.  Most  of  the  eye 
elements  are  cut  longitudinally.  A  few  in  the  region  a,  of  the 
upper  part  of  the  eye  are  represented  in  diagonal  cross-section. 
A  glance  at  the  figure  makes  clear  the  deeply  pigmented  condi- 
tion of  the  narrow  eye  elements  of  the  lower  half  as  contrasted 
with  the  less  pigmented  larger  elements  of  the  upper  half  of 
the  eye.  There  is  no  gradual  transition  in  the  pigmentation  or 
in  the  size  of  the  eye  elements.  The  line  of  division  is  as 
sharp  within  the  eye  as  it  appears  in  the  outside  facet  view. 
No  septum  marks  the  division  ;  but  with  the  first  larger  orama- 
tidial  element,  passing  toward  the  upper  part  of  the  eye,  the 
deep  black  iris  pigment  stops  and  a  brownish  less  dense  iris 
pigment  begins.  This  is  true  also  of  the  deeper  seated  pig- 
ments, but  these  are  a  little  darker  in  color  in  the  large  element 
half  of  the  eye  than  in  the  iris  pigment  in  the  same  part.  Figs. 
3  and  4  show  some  of  the  details  of  structure  of  the  upper  and 
lower  parts  of  the  same  eye.  The  corneal  region  is  made  up 
of  hexagonal  lens-like  segments  each  of  which  maybe  called  a 
corneal  lens.  In  vertical  section  each  lens  is  seen  to  consist  of 
a  thin  cuticular  portion  and  a  thicker  stratified  layer  just  beneath. 
The  cuticular  portion  takes  and  retains  nuclear  stains  well.  The 
under  portion  takes  stains  readily  enough  but  gives  them  up  easily. 
No  hypodermal  cells  or  nuclei  have  been  observed  in  the  eye,  but 
the  bases  of  the  pseudocones  lie  close  to  the  under  portion  of  the 
lens.  The  cells  which  compose  these  pseudocones  have  lost  their 
identity  entirely  in  the  lower  portions,  and  nearly  so  in  the 
upper,  outer,  larger  portion  of  the  cones.  However,  in  the 
extreme  upper  ends,  the  cone  cells  have  each  secreted  a  denser 
curved  plate-like  body  within  itself,  and  this  stains  deeply. 
Four  of  these  may  be  found  in  each  pseudocone.  Two  are 
shown  in  the  longitudinal  sections  at  en.  Each  plate  appears 
to  surround  a  cell  nucleus.  In  the  case  of  the  pseudocones  of 
the  small  ommatidial  elements,  cross-sections  made  just  below 
the   little  plates  mentioned   show  four  cells  as  represented   in 


DIVIDED    EYES    OF    CERTAIN    INSECTS  46 1 

Fig.  3,  B.  Two  of  these  cells  are  always  larger  than  the 
other  two.  Two  of  the  plates  of  the  pseudocones  are  always 
larger  when  four  are  seen  —  sometimes  only  2  can  be  found. 
The  pseudocones  of  the  large  ommatidia  are  wider,  longer  and 
farther  apart  than  those  of  the  small  ommatidia.  Both  have 
relatively  the  same  shape.  The  inner  portion  of  each  pseudo- 
cone  tapers  nearly  but  not  quite  to  a  point.  Each  inner  end  is 
really  truncate  and  appears  to  have  a  funnel-like  opening. 
Extending  along  the  line  of  the  longitudinal  axis  of  the  pseudo- 
cone  and  beginning  immediately  beneath  the  truncate  cone  tip 
is  the  retinula.  This  has  a  darker  rhabdome  portion  along  the 
axis  from  the  tip  of  the  pseudocone  to  the  basement  membrane. 
The  axis  itself,  however,  is  occupied  by  a  very  narrow  light 
band.  Often,  if  the  sections  are  jammed  a  little  in  the  cutting, 
the  rhabdome  portion  takes  a  wavy  form  as  shown  in  the  frag- 
ment at  iv  (Fig.  4,  A).  The  retinulae  of  the  large  ommatidia 
are  wider,  but  no  longer  than  those  of  the  small  ommatidia. 

Immediately  beneath  the  basement  membrane,  in  all  parts  of 
the  eye  is  a  network  of  tracheal  vessels,  2  of  which  are  shown 
in  cross-section  at  tr  (Figs.  3,  A,  and  4,  A).  Under  the  tracheal 
network  is  a  narrow  layer  of  retinular-like  bodies  rb  (Figs.  3 
and  4,  A).  These  bodies  have  their  long  axes  parallel  with 
each  other,  but  not  always  exactly  parallel  to  the  retinular  axes 
above  them.  Some  sections  show  a  definite  fibrous  or  continu- 
ous cell  connection  between  the  ends  of  the  retinula  at  the  base- 
ment membrane  bm,  and  the  upper  outer  ends  of  these  retinular- 
like  bodies.  These  connecting  strands  are  always  narrower 
than  either  the  retinula  or  the  retinular-like  bodies,  and  they 
curve  around  the  tracheae,  often,  in  order  to  make  the  connec- 
tion. It  seemed  impossible  to  demonstrate  the  presence  of 
retinular  nuclei  satisfactorily  in  old  adult  eyes  used,  but  they 
were  easily  shown  at  rn  (Fig.  4,  A),  in  the  eye  of  a  young  insect 
dissected  from  an  old  nymph  case  when  the  adult  was  just 
ready  to  issue. 

Here  and  there  along  the  upper  part  of  some  cells  of  the 
retinular-like  bodies  large  nuclei  have  been  found  («,  Figs.  3 
and  4,  A).  These  nuclei  appear  larger  than  the  ordinary  pig- 
ment cell  nuclei.     Whether  they  have  any  special  significance 


462  SHAFER 

has  not  been  determined.  Cross-sections  of  the  retinular-like 
bodies  under  the  large  ommatidia  are  shown  in  Fig.  4,  B. 
Regularly,  they  appear  as  shown,  with  4  cells  —  one  large,  2 
smaller  and  1  very  small  cell.  Cross-sections  of  the  corre- 
sponding retinula  above  show  that  the  separate  cells  there  have 
almost  lost  their  identity  in  the  adult  eyes  ;  but  in  the  very 
young  teneral  adult  4  nucleated  cells  may  be  seen  (Fig.  4,  C) 
in  cross-section.  From  the  lower  part  of  the  retinular-like  bodies 
extend  branching  tree-like  nerve  fibers  which  break  up  into 
brushes  of  fibrils  at  their  inner  ends. 

The  pigment  of  the  region  of  the  small  ommatidia  may  be 
described  under  4  heads  : 

1.  That  grouped  in  dense  black  masses  around  the  pseudo- 
cones  and  already  named  the  iris  pigment.  It  is  contained  in  2 
kinds  of  cells  called  by  Grenacher,  1879,  primary  and  secondary 
pigment  cells.  The  secondary  cells  are  long,  narrow  and 
closely  packed  around  and  among  the  pseudocones  — their  axes 
lying  parallel  with  the  cone  axes.  Around  cross-sections  of 
the  upper  parts  of  the  cones  20  to  22  of  these  pigment  cells  may 
be  counted  in  a  circle  touching  the  outer  boundary  of  the  cone 
(Fig.  3,  B,  sip).  In  the  sections  near  the  inner  tapering  tip  of 
the  cone  as  few  as  14  pigment  cells  have  been  counted  touching 
the  cone.  Below  that  the  separate  cells  could  not  be  counted, 
but  they  are  packed  all  the  way  between  the  different  pseudo- 
cones,  being  densest  on  the  middle  plane  of  the  cone.  There 
are  2  chief  pigment  cells  for  each  eye  element.  They  are 
short  and  thin  and  the  2  encircle  the  cone  tip  (Figs.  3  and  4,  A). 

2.  Pigment  occupies  the  retinula  and  the  cells  between  the 
retinula  from  the  apex  of  the  cones  to  the  basement  membrane. 
Beginning  near  the  distal  ends  of  the  retinula  this  pigment 
becomes  denser  and  denser  toward  the  basement  membrane 
until  a  plane  (ee,  Fig.  3,  A),  is  reached  a  little  below  the  mid- 
dle of  the  retinula.  From  this  plane  to  the  basement  membrane 
the  pigment  is  again  less  dense. 

3.  A  band  of  dense  black  pigment  lines  the  basement  mem- 
brane and  on  the  inner  side  of  this  membrane,  extends  down  to 
the  distal  ends  of  the  retinular-like  bodies.  It  is  densest  immedi- 
ately beneath  the  basement  membrane,  around  the  trachea  and 


DIVIDED    EYES    OF    CERTAIN    INSECTS  463 

in  a  thin  band,  /,  which  marks  its  lower  boundary  along  the  dis- 
tal ends  of  the  retinular-like  bodies. 

4.  A  black  pigment  similar  to  that  along  the  retinula  sur- 
rounds the  retinular-like  bodies,  and  ends  at  the  proximal  ends 
of  these  bodies  in  a  narrow  densely  black  band  of  pigment,  gp 
(Figs.  3  and  4,  A).  This  in  Sicyonia  sculpa,  has  been  named  the 
pigment  or  tapetum  sheath  of  the  optic  ganglion  by  Exner,  1891. 

The  same  description  of  pigment  holds  for  the  large  omma- 
tidial  part  of  the  eye  except  that  the  iris  pigment  and  retinular 
pigment  in  this  case  are  brownish  yellow  and  everywhere  in 
this  part  of  the  eye  the  pigment  is  very  much  less  dense  than 
in  the  small  ommatidial  region. 

ANAX  JUNIUS  Drury. 

The  facets  of  the  compound  eyes  of  the  male  of  Anax  Junius 
are  not  all  of  the  same  size.  Facets  may  be  found  that  differ 
as  much  in  size  as  those  of  the  different  areas  on  the  eye  of 
Sympetriim,  but  no  line  divides  the  eye  of  Anax  into  2  regions. 
In  this  case  the  larger  facets  are  found  on  the  upper  and  inner 
surfaces  of  the  eyes,  and  the  smaller  facets  on  the  outer  lower 
margins.  The  2  sizes  grade  into  each  other.  It  was  not  until  sec- 
tions were  made  of  the  eye  that  this  condition  was  noticed.  Fig. 
12  was  made  from  a  cross-section  of  the  head  of  a  male  Anax, 
cut  in  a  plane  passing  through  the  ocellus  and  perpendicular  to 
the  facet  area  of  the  compound  eye.  The  figure  shows  clearly 
this  gradation  of  the  large  facets  on  the  upper  inner  part  of  the 
eye  into  the  smaller  ones  at  the  outer  margin.  As  is  shown  also, 
along  with  this  gradation  in  the  size  of  facets,  the  elements  of 
the  ommatidia  pass  through  a  like  gradation  in  size  and  length. 
Moreover,  a  similar  but  reverse  condition  holds  for  the  pigmen- 
tation in  this  eye.  Around  the  smaller  shorter  elements  at  the 
outer  margin  of  the  eye  the  pigment  is  densest  and  occupies  the 
whole  length  of  the  retinula?.  Passing  toward  the  inner  part  of 
the  eye,  the  pigment  becomes  less  and  less  dense  around  the 
proximal  ends  of  the  retinula;  until  in  the  region  of  the  largest 
ommatidia  almost  no  pigment  is  present  except  the  iris  pigment. 
Other  than  this  difference  in  size  and  pigmentation,  the  large 
and  small  ommatidia  are  very  similar  as  may  be  seen  in  Figs. 


464  SHAFER 

13,  A,  and  14,  A.  Beneath  the  corneal  lenses  and  lying  above 
the  distal  ends  of  the  pseudocones  is  a  distinct  hypodermal 
layer.  In  longitudinal  section,  two  apparent  nuclei  are  present 
above  each  pseudocone,  sn  (Figs.  13  and  14,  A).  The  pseudo- 
cone  itself  has  a  structure  similar  to  that  of  Sympetrium,  its  upper 
part  showing  still  the  boundaries  of  4  cells  which  may  be  seen 
in  cross-section  (Fig.  13,  C). 

Each  retinula  is  made  up  of  4  retinular  cells  which  enclose  a 
single  rod-like  rhabdome,  rb  (Figs.  13,  A    and  B,    and  Figs. 

14,  A  and  B).  The  retinular  cells  of  the  ommatidia  from  the 
2  extreme  parts  of  the  eye  described  vary,  somewhat  in  shape  (as 
seen  in  Figs.  13,  B,  and  14,  B)  but  there  are  always  the  4  cells 
present,  each  with  its  nucleus  (Fig.  13,  B).  Extending  up  be- 
tween the  different  retinulas  and  lying  parallel  with  them  are 
many  open  spaces  or  lumina  (Fig.  13,  A,  I).  The  smaller  ends 
of  these  extend  even  between  the  distal  parts  of  the  pseudocones 
and  their  surrounding  pigment  cells  (Fig.  13,  C,  I).  The  iris 
pigment  of  this  eye  occupies  cells  of  2  types  called  by  Grenacher 
and  others  the  primary  or  chief  pigment  cells  and  the  secondary 
pigment  cells.  Two  primary  pigment  cells  surround  the  small 
proximal  end  of  each  pseudocone  (Figs.  13  and  14,  A,  cifi). 
These  cells  are  shown  as  they  appear  in  cross-section  in  Fig. 
13,  D,  cfi.  The  nuclei  of  these  cells  have  not  been  satisfactorily 
seen  although  the  nuclei  of  the  retinular  cells  and  secondary  pig- 
ment cells  in  the  same  sections  were  deeply  stained  and  easily 
seen.  Eight  to  10  pigment  cells  have  been  counted  around 
each  pseudocone.  They  are  longer  and  more  slender  than  the 
primary  cells  around  which  they  lie,  and  they  extend  down  a 
little  between  the  distal  ends  of  the  retinulas  (Figs.  13  and  14 
A,  nsp).  As  has  already  been  said,  the  pigmentation  of  the 
smaller  outer  elements  of  the  eye  occupies  the  whole  length  of 
the  retinulge.  This  pigment  lies  in  the  retinular  cells  themselves, 
and  it  is  densest  always  in  the  distal  half  of  the  cells. 

BIBIO   HIRTUS  Goef. 

The  compound  eyes  of  the  male  Bibio  are  much  larger  than 
those  of  the  female.  They  nearly  touch  along  the  narrow  front 
and  occupy  almost  the  entire   head.     The  whole  facet  area  is 


DIVIDED    EYES    OF    CERTAIN    INSECTS  465 

thickly  covered  with  slender  hairs  '  and  the  remarkable  double 
character  of  the  eyes  may  be  easily  overlooked. 

Indeed,  it  is  only  upon  careful  observation  that  the  densely 
black,  small,  facetted  area  is  seen  at  all.  If  the  head  of  the  fly 
is  tilted  back  by  lifting  up  the  proboscis,  a  hand  lens  will  show 
the  narrow  black  small  facetted  area  on  the  extreme  ventral 
surface  of  the  compound  eye.  This  area  is  scarcely  one  sixth 
that  of  the  entire  eye  and  is  separated  from  the  large  facetted 
upper  surface  by  a  narrow  groove  or  offset.  Fig.  11  shows  the 
position  of  the  small  facetted  part  of  the  eye.  Fig.  8,  perhaps, 
shows  better  the  relative  extent  of  the  2  kinds  of  elements  as 
seen  in  longitudinal  sagittal  section.  As  shown  in  this  Fig.  8, 
the  elements  beneath  the  small  facetted  region  are  little  more 
than  half  the  length  of  those  under  the  large  facets.  Moreover, 
the  part  occupied  with  small  elements  is  densely  pigmented. 
The  rest  of  the  eye  has  but  little  pigment. 

The  elements  of  a  large  ommatidia  consist  of  a  thin  cuticular 
hexagonal  facet,  a  pseudocone,  a  retinula,  and  iris  pigment  cells 
surrounding  the  pseudocone.  The  cells  of  a  pseudocone  cannot 
be  distinguished  from  each  other  in  the  outer  large  part  of  the 
cone.  The  lower  truncate  or  slightly  rounded  apex  of  the  cone 
is  a  little  denser  than  its  upper  part  and  this  denser  portion  stains 
more  readily.  Here  the  4  cells  making  up  the  cone  can  be  dis- 
tinguished, each  having  its  nucleus  (Figs.  9  and  10,  c«,  and 
Fig.  9,  B).  Cross-sections  of  the  distal  ends  of  3  neighbor- 
ing retinula?  are  shown  in  Fig.  9,  C.  Each  retinula  is  made 
up  of  6  cells  arranged  in  a  circle  around  a  seventh  cell  in  the 
center.  The  inner  borders  of  each  of  the  6  cells  has  a  rounded 
deeply  stained  rhabdomere  (as  this  part  of  the  eye  was  named 
by  Grenacher,  1879).  The  rhabdomere  of  the  seventh  cell  oc- 
cupies the  axis  of  the  retinula.  At  their  distal  ends  the  6  retin- 
ular  cells  overlap  entirely  the  rounded  denser  apex  of  the  pseu- 
docone, d  (Figs.  9,  A,  and  10).  The  seventh  cell,  together 
with  its  rhabdomere  and  those  of  the  other  6  cells,  stop  snugly 
against  the  inner  end  of  the  pseudocone.      Near  the  middle  part 

1  Whether  these  apparent  tactile  hairs,  which  cover  the  eve  of  Bibio  so  densely 
and  are  found  on  the  eye  of  Blephorocera  less  abundantly,  are  really  supplied 
with  tactile  sense  organs  has  not  been  determined  bv  me. 


466  SHAFER 

of  the  retinula  this  seventh  cell,  which  is  entirely  surrounded  at 
its  distal  end,  is  found  squeezed  out  between  the  other  6  retinular 
cells  and  is  not  here  completely  surrounded  by  them  (Fig.  9,  £). 
This  condition  holds  for  the  retinula  for  its  entire  proximal  half. 
It  is  true  also  that  this  seventh  cell  crops  out  in  every  case  on 
the  same  side  of  the  retinula,  namely,  on  that  side  of  the  re- 
tinula turned  toward  the  inner  ventral  angle  of  the  eye.  Fig. 
9,  D,  shows  3  adjacent  retinulae  in  cross-section  in  the  region 
of  the  nuclei.  These  nuclei  are  long-elliptical  in  shape  (Fig. 
9,  A,  rn),  and  in  cross-section  they  are  not  all  the  same  size, 
since  some  are  cut  near  the  middle  and  some  near  their  ends. 
In  the  cross-section  of  every  retinula,  however,  the  nucleus  of 
the  narrow  seventh  cell  may  be  found  near  its  outer  margin 
(Fig.  9,  Z>,  7«).  The  rhabdomeres  are  all  smaller  at  the  prox- 
imal end  of  the  retinula,  but  they  are  always  7  in  number,  the 
odd  one  occupying  the  axial  position  at  the  inner  part  of  the 
narrow  seventh  cell.  These  facts,  taken  with  that  of  the  con- 
stant presence  of  the  seventh  nucleus,  make  it  certain  that  this 
peculiar  seventh  structure  is  truly  a  retinular  cell  whose  distal 
end  is  entirely  surrounded  by  the  corresponding  ends  of  its  6 
companions.  The  proximal  ends  of  the  retinulae  are  bounded 
by  a  very  thin  basement  membrane,  bm  (Figs.  9,  A,  and  10). 
A  little  beneath  this  membrane  spreads  a  somewhat  thicker 
granular  tapetum,  tp  (Figs.  9  and  10),  and  immediately  under 
this  is  a  network  of  tracheae,  tr.  Leading  from  the  inner  prox- 
imal end  of  each  retinula  through  the  basement  membrane,  the 
tapetum,  and  between  the  tracheae  is  a  narrow  bundle  of  nerve 
fibers,  which  are  soon  lost  in  a  fine  granular  layer,  gr  (Figs. 
9,  A,  and  10),  just  within  the  trachial  network. 

The  iris  pigment  of  the  large  element  part  of  the  eye  is  com- 
paratively slight.  It  is  contained  in  narrow  pigment  cells,  nsp 
(Figs.  9  and  10),  which  surround  the  pseudocones  and  extend  a 
little  way  down  between  the  retinulae.  Fig.  9,  C,  sip  shows 
the  arrangement  of  these  cells  between  the  retinulae.  The 
proximal  three  fourths  of  the  retinulae  have  no  pigment  cells 
around  them  at  all  and  the  retinulae  themselves  touch  each  other 
(Fig.  9,  D). 

The  conditions  described  above  also  hold  for  the  small  eye 


DIVIDED    EYES    OF    CERTAIN    INSECTS  467 

elements  with  the  following  exceptions.  The  cuticular  facets 
of  this  portion  of  the  eye  are  much  denser  than  those  above  the 
large  elements.  The  iris  pigment  is  black  and  extremely  dense. 
A  heavy  black  pigment  occupies  the  retinular  cells  throughout 
their  entire  length.  Drawing  10  was  made  from  a  section 
that  had  been  depigmented  with  cone,  nitric  acid  and  absolute 
alcohol,  equal  parts.  The  tapetum  and  the  basement  mem- 
brane in  this  part  of  the  eye  are  always  a  little  farther  apart 
than  in  the  large  element  region.  Under  the  trachea  and 
between  the  nerve  strands  that  lead  down  from  the  retinulse  of 
both  the  large  and  the  small  elements  are  numerous  large  round 
or  oval  nuclei  which  stain  deeply  {gn,  Figs.  9  and  10,  A).  No 
pigment  is  present  around  these  nuclei.  It  might  be  added 
here  that  cross-sections  of  the  retinulae  of  the  small  ommatidia 
did  not  show  the  number  of  retinular  cells  present  so  clearly  as 
those  cut  across  the  large  ommatidia.  Judging  from  the  num- 
ber of  retinular  nuclei  however,  the  number  of  retinular  cells  is 
the  same  in  the  retinular  of  both  regions  of  the  eye. 

'BLEPHAROCERA  CAPITATA  Loew. 

Kellogg,  1903,  has  called  attention  to  the  fact  that  both  males 
and  females  of  the  Blepharoceridas  have  divided  compound  eyes. 
In  all  the  genera  described  by  Kellogg  the  large  facetted  area 
of  the  eye  is  dorsal,  and  the  small  facetted  deeply  pigmented 
area  of  the  eye  is  lateral.  Moreover,  the  dorsal  area  of  the 
female  eye  is  greater  than  that  of  the  male.  Males  and  females 
of  species  representing  2  genera  (Blcpharocera  capitata  and 
Bibioccfihala  elcgantulus)  were  studied  by  me.  The  histolog- 
ical structure  of  the  eye  elements  in  the  2  genera  and  in  both 
sexes  is  practically  the  same.  The  description  and  drawings 
given  here  are  taken  from  Blefiharocei'a  capitata.  Fig.  30  is  a 
microphotograph  showing  the  optic  ganglion,  as  well  as  the  dorsal 
and  the  lateral  eyes  of  the  right  side  of  the  head  of  this  species. 
It  will  be  convenient  hereafter  to  speak  of  the  two  areas  as  the 
dorsal  and  the  lateral  eyes  since  they  are  separated  from  each 
other  by  a  narrow  but  distinct  groove  and  the  outer  lobes  of  the 

1 1  am  glad  to  make  reference  to  a  recent  preliminary  note  on  the  "  Morphol- 
ogy and  Development  of  the  Divided  Eyes  of  Blepharocerca  tenuipes'1''  by  Dr. 
Wm.  A.  Riley,  in  Science,  Sept.  7,  1906. 


468  SHAFER 

optic  ganglion  beneath  each  area  are  distinct.  The  corneal 
lenses  over  the  greater  part  of  the  dorsal  eye  have  been  torn 
from  this  section.  The  remaining  2  entire  elements,  however, 
show  the  ommatidia  in  this  dorsal  eye  to  be  about  two  and  a 
half  times  the  length  of  those  in  the  lateral  eye.  The  lens  and 
the  pseudocone  of  a  dorsal  ommatidia  are  continuous.  That  is, 
the  inner  surface  of  the  corneal  lens  is  not  noticeably  separated 
from  its  adjoining  cone  beneath.  This  is  easily  seen  in  micro- 
photograph  29  and  Fig.  15.  The  rounded  apex  of  each  of  the 
pseudocones  is  denser  than  the  rest  of  the  cone  and  stains 
readily.  Cross-sections  through  this  denser  apex  show  the 
cone  to  be  made  of  4  cells  and  the  nucleus  of  each  cell  is  found 
in  this  denser  part  (Fig.  15,  A).  In  the  outer  larger  part  of 
the  cone  the  cell  walls  cannot  be  distinguished.  Surrounding 
the  tip  of  each  one  are  2  very  thin  primary  iris  pigment  cells 
(Fig.  15,  A,  ci-fi).  Outside  of  these,  sheathing  the  distal  part  of 
each  cone  and  extending  down  between  the  retinulae  are  22  to 
24  slender  secondary  pigment  cells  (Fig.  A,  sip,  and  Fig.  29, 
sip).  A  retinula  in  this  eye  is  composed  of  7  cells  —  6  entirely 
surrounding  the  seventh  for  its  entire  length.  The  rhabdomere 
of  each  cell  is  distinct  (Fig.  15,  C,  rb).  The  distal  ends  of  the 
retinular  cells  abut  closely  against  the  rounded  cone  tip  and  in 
their  extreme  proximal  ends  just  above  the  basement  membrane, 
lie  the  7  large  retinular  nuclei  (Fig.  15,  A,  rn).  A  definite 
bundle  of  nerve  fibers  leads  from  the  base  of  each  retinula 
through  the  basement  membrane  (Figs.  15,  A  and  29,  nj). 

The  number  and  position  of  the  cells  in  the  ommatidia  of  the 
lateral  eye  of  this  fly  is  the  same  as  that  just  described  for  the 
dorsal  eye.  The  corneal  lenses  of  the  lateral  eye  are  more 
distinctly  formed  and  the  retinular  cells  as  well  as  the  iris  pig- 
ment cells  (primary  and  secondary)  are  densely  packed  with 
pigment.  In  the  dorsal  eye  the  pigmentation  in  the  iris  is  very 
slight  and  it  is  absent  in  the  retinular  cells  of  this  eye. 

CALLIByETIS    HAGENI  Etn. 

Several  references  have  already  been  made  by  different 
investigators  to  the  condition  of  the  compound  eyes  of  certain 
mayflies   (Pictet,   1845;    Ciaccio,   1880;    Carriere,    1893;    and 


DIVIDED    EYES    OF    CERTAIN    INSECTS  469 

Zimmer,  1897).  The  large  facetted  dorsal  eyes  have  been 
called  turban  eyes  and  the  smaller  deeply  pigmented  eyes,  the 
lateral  eyes.  The  females  have  only  the  small  lateral  pigmented 
eyes.  Zimmer,  1897,  has  given  the  histological  structure  of  the 
eyes  of  7  genera  of  mayflies  according  to  Pictet's  classification 
and  he  discussed  also  the  physiological  significance  of  the  turban 
eyes  of  these  insects. 

The  structure  of  the  eyes  of  Callibatis  hageni  differs  in  only 
a  few  points  from  that  given  by  Zimmer  for  Cloe  fuscata  Pict. 
It  will  be  well,  however,  to  describe  briefly  the  structure  of  the 
eye  in  the  adult  male  of  Callibcetis  hageni  before  taking  up  the 
development  of  the  turban  eye  in  that  species.  Microphoto- 
graph  24  (a  cross-section  through  the  head)  shows  the  relative 
size,  position,  pigmentation  and  the  general  structure  of  the 
right  turban  and  lateral  eyes.  The  large  and  small  eye  ele- 
ments are  entirely  separated  here  by  a  deep,  rather  wide,  groove. 
A  single  partly  divided  optic  ganglion  lies  beneath  the  right 
turban  and  lateral  eyes  and  a  similar  ganglion  beneath  the  left 
eye  o-pg  in  Figs.  23,  25  and  26.  Drawings  in  Fig.  16  show 
more  clearly  the  structure  of  2  entire  elements  of  the  turban  eye. 
The  light-gathering  or  dioptric  apparatus  consists  of  a  corneal 
lens,  16  Ac,  a  cone,  Aco,  and  a  hypodermal  space  between  the 
lens  and  the  cone,  16  Ahs.  The  cornea  is  made  up  of  rather 
distinct  convex  lenses,  Ac,  which  are  continuous  with  each  other. 
The  outer  third  of  each  of  these  lenses  appears  to  be  denser 
than  the  inner  two  thirds.  The  cone  is  composed  of  4  crystaline 
bodies  so  closely  associated  along  their  inner  faces  that  they 
appear  in  all  except  cross-sections  as  one  solid  cone  body  with 
its  slightly  convex  base  facing  the  cornea.  This  is  the  eucone 
type  of  Grenacher,  1879.  The  outer  faces  of  each  crystaline 
body  are  surrounded  by  the  less  dense  protoplasm  of  the  mother 
cone  cell  and  in  this  protoplasm  just  distal  to  the  base  of  the 
cone  are  the  cone  cell  nuclei  (Fig.  16,  A,  en).  The  cross-sec- 
tion made  just  distal  to  the  cone  base  B,  shows  the  4  cone  cells 
and  their  nuclei.  The  hypodermal  space  contains  no  nuclei, 
and  it  is  filled  by  transparent  fluid  only.  Zimmer  demonstrated 
2  nuclei  in  this  space  for  Cloe.  He  did  not  figure  the  nuclei  in 
this  space  for  the  eye  of  Bcetis  cerea  Pict.,  or  for  that  of  Chiro- 


470  SHAFER 

tonetes  ignotus  Walk.,  but  speaks  of  the  space  nevertheless  as 
being  formed  by  2  hypodermal  cells. 

Closely  surrounding  the  entire  length  of  the  cone  cells  and 
the  hypodermal  space  are  20  to  22  secondary  pigment  cells 
(Figs.  16,  A,  nsfi  and  B,  sip).  No  primary  pigment  cells  are 
present.  The  distal  ends  of  the  secondary  pigment  cells  touch 
the  cornea  and  their  proximal  ends  are  in  contact  with  the 
outer  or  distal  retinula  (Fig.  16,  A,  dm).  It  is  proper  to  speak 
of  a  distal  retinula  in  this  eye  because  there  is  also  an  inner  or 
proximal  retinula  -prn  in  each  ommatidia  —  the  2  retinular  parts 
being  connected  by  a  very  delicate  strand  (rs,  Fig.  16,  A). 
Both  proximal  and  distal  retinulse  are  composed  of  7  retinular 
cells.  Fig.  16,  C,  shows  the  7  short  distal  retinular  cells  and 
their  nuclei.  These  cells  surround  the  tip  of  the  cone  rosette 
fashion.  The  proximal  retinula  is  of  about  the  same  length  as 
the  connecting  strand.  Fig.  16,  D,  shows  the  7  nucleated  cells 
of  this  part  in  cross-section,  and  Fig.  16,  E,  is  a  similar  section 
near  the  middle  part  of  a  proximal  retinula.  The  rhabdome  in 
its  cross-section  here  is  seen  to  be  a  7-pointed  star  within  a 
circle  which  bears  on  its  circumference  7-knobbed  projections, 
zv,  radiating  along  the  same  lines  as  the  points  of  the  star  and 
lying  between  the  boundaries  of  the  retinular  cells.  The  knobbed 
parts,  zv,  are  the  secondary  rods  of  Zimmer,  1897.  This  large 
surfaced  rhabdome  terminates  a  little  short  of  the  outer  end  of 
the  proximal  retinula  in  a  single  blunt  rod  tip  as  shown  in  Fig. 
16,  D.  The  outer  end  of  the  retinula  therefore  appears  filled 
with  transparent  liquid.  Zimmer  has  described  these  transparent 
ends  in  Cloe  as  "  bladder  trachea,"  and  he  figures  no  nuclei  in 
them.  My  sections  of  the  turban  eye  of  Callibcetis  show  the  7 
nuclear  structures  present  always,  as  represented  in  Fig.  16,  D. 
The  inner  faces  of  the  distal  retinular  cells  bear  an  extremely 
thin  rhabdome  plate  next  to  the  tip  of  the  cone  (Fig.  16,  C,  drb). 
Near  the  distal  ends  of  the  proximal  retinula  the  connecting 
strand,  rs,  breaks  up,  Fig.  16,  A,  into  smaller  strands  which 
seem  to  be  continuous  with  the  7  secondary  rods,  zv  of  Fig.  16, 
E.  The  connecting  rods  may  be  seen  in  the  photograph  no.  27. 
The  space  around  the  rods,  between  the  distal  and  proximal  ret- 
inulce,  appears  to  be  filled  with  an  almost  transparent  liquid  — 


DIVIDED    EYES    OF    CERTAIN    INSECTS  47 1 

tiny  pigment  granules  being  present  in  some  sections.  But  these 
may  have  been  carried  there  by  the  razor.  Upon  the  basement 
membrane  are  short  pigment  cells  which  are  sometimes  above 
the  membrane  between  the  proximal  ends  of  the  retinulae  ;  some- 
times beneath  the  membrane  between  the  nerve  fibers,  nf\  and 
sometimes  partly  above,  partly  beneath  the  membrane.  A 
second  delicate  membrane  k  marks  the  lower  limit  of  migration 
of  this  pigment. 

Fig.  17,  A  and  B,  show  the  structure  of  two  ommatidiae  in 
the  lateral  pigmented  eye  of  Callabcctis.  One  of  the  elements 
is  represented  in  its  normal  pigmented  condition,  the  other  de- 
pigmented so  that  the  position  of  nuclei  maybe  seen.  The  cor- 
neal lenses  in  this  eye  are  thin  as  compared  with  the  turban  eye 
and  their  inner  faces  fit  snugly  upon  the  distal  bases  of  the  cones. 
These  cones  are  not  as  dense  as  those  of  the  large  elements 
just  described.  They  are  4  in  number,  however,  and  appear 
to  have  the  same  density  throughout.  The  cone  cell  nuclei  en, 
are  found  in  the  extreme  distal  base  of  the  cone.  In  depig- 
mented sections  the  nucleated  distal  ends  of  the  retinular  cells 
may  be  seen  touching  the  tip  of  the  cone.  There  are  7  of  these 
retinular  cells  surrounding  the  rod-like  rhabdome  as  represented 
in  Fig.  17,  B.  No  primary  iris  pigment  cells  are  present,  and 
there  are  but  half  the  number  of  secondary  pigment  cells  found 
in  the  turban  eye.  The  11  cells  (Fig.  17,  B),  which  are  present, 
however,  are  densely  pigmented,  and  they  overlap  the  cones 
and  the  upper  retinular.  The  retinular  cells  are  deeply  pig- 
mented through  their  entire  length.  Just  beneath  the  basement 
membrane  is  a  narrow  almost  transparent  granular  tapetum  and 
under  that  an  irregular  broader  band  of  pigment.  So  far,  this 
pigment  has  not  been  observed  above  the  basement  membrane 
in  the  lateral  eye.  Nerve  fibers  «/"(Fig.  17,  A)  lead  from  the 
inner  ends  of  the  retinula  through  the  tapetum  and  the  under- 
lying pigment. 

Another  species  of  Callibcet/'s  (probably  californica)  was 
studied  in  connection  with  hageni.  The  latter  is  the  larger  of 
the  2  species  but  the  eye  structure  of  the  male  of  this  smaller 
form  differs  from  that  just  described  for  hageni  in  but  two  par- 
ticulars that  are  worth  attention  : 

Proc.  Wash.  Acad.  Sci.,  March,  1907. 


472  SHAFER 

1.  The  cornea  of  the  turban  eye  of  the  smaller  species  is 
thinner  and  its  lenses  less  convex  than  those  in  C.  hageni. 

2.  The  retinular  connecting  strands  in  the  eye  of  the  smaller 
species  are  about  one  and  one  third  times  longer  than  the  prox- 
imal retinulee.  That  is,  the  strands  in  this  species  are  relatively 
a  third  longer  than  they  are  in  the  eye  of  C.  hageni. 

DEVELOPMENT  OF   THE   LARGE  FACETTED   EYE 

AREA   (TURBAN   EYE)    IN   CALLIB^STIS    Etn., 

AND    IN   SYMPETRUM    CORRUPTA    Hagen. 

As  is  well  known,  the  young  of  dragonflies  and  mayflies 
pass  through  incomplete  metamorphoses  in  their  post-embry- 
onic development,  and  the  young  of  both  live  in  fresh  water. 
Young  nymphs  of  both  species  of  Callibcetis  and  of  S.  cor- 
rufita  were  collected  from  still  or  slowly  running  water  near 
Stanford  University  in  March  and  reared  to  the  adult  stage  in 
the  laboratory.  In  this  way  material  was  obtained  representing 
different  stages  in  the  development  of  the  large  facetted-eye 
areas.  Carriere,  1886,  first  briefly  called  attention  to  the  origin 
of  the  elements  of  the  turban  eye  of  mayflies  from  elongated 
epithelial  cells  near  the  dorsal  edge  of  the  lateral  eye.  His 
observations  in  the  main  agree  with  the  following  account. 

All  nymphs  of  Callibcztis  under  4  mm.  in  length  have  only 
lateral  pigmented  eyes.  When  the  nymphs  are  4  to  5  mm.  long 
however,  the  lateral  eyes  have  about  completed  their  develop- 
ment. Then  a  narrow  yellowish  or  light  brown  band  appears 
above  the  dorsal  edge  of  each  lateral  eye  of  the  male  nymphs. 
This  marks  the  first  noticeable  beginning  of  the  large  facetted 
eye,  and  cross-sections  made  of  the  head  of  such  a  nymph  show 
the  hypodermis,  just  beneath  the  light  brown  band,  to  be  made 
up  of  modified  long  slender  hypodermal  cells  with  a  second 
layer  of  much  shorter  cells  lying  against  their  inner  bases. 
Already  2  membranes  very  close  together  are  forming  here. 
One  of  these  membranes  (Fig.  21,  A,  k),  marks  the  inner  bound- 
ary of  the  second  layer  of  cells  A,  2J111.  The  other  membrane 
A,  dm,  marks  the  inner  boundary  of  the  outer  layer  of  modified 
long  hypodermal  cells.  The  nuclei  of  some  of  the  cells  of  the 
second  layer  are  above  the  membrane  A,  bm,   and  some   are 


DIVIDED    EYES    OF    CERTAIN    INSECTS  473 

below  it.  These  2  membranes  were  found  also  beneath  the 
developing  unpigmented  ommatidia  in  the  upper  eye  of  young 
S.  corruptee  (Fig.  7,  A,  bm  and  k,  and  Fig.  6).  The  upper 
membrane  is  found  throughout  the  further  development  of  the 
eye  and  corresponds  to  the  basement  membrane  of  the  adult. 
The  lower  membrane,  k,  seems  to  be  identical  with  the  limiting 
membrane,  l\  of  the  lower  pigment  cells  in  the  adult  eye  (Fig. 
16,  A).  This  second  layer  of  cells  (Fig.  21,  A,  2/in),  then,  ap- 
pears to  be  that  from  which  developed  the  lower  pigment  cells 
of  the  adult  eye.  If  that  is  true,  it  is  clear  how  it  is  possible 
for  those  pigment  cells  to  migrate  up  and  down  through  the 
basement  membrane  in  the  adult  eye  since  that  membrane  is 
formed,  in  the  beginning,  at  the  inner  ends  of  the  outer  hypo- 
dermal  layer  of  cells  (Fig.  21,  A,  ihn),  around  these  developing 
pigment  cells  A,  zhn,  not  as  an  entire  or  closed  membrane  above 
them. 

In  cross-sections  of  the  head  made  at  a  little  later  stage  of  de- 
velopment, cells  of  this  upper  modified  hypodermal  layer  just  de- 
scribed are  found  to  be  differentiating  into  an  outer  and  an  inner 
layer  so  that  2  rows  of  nuclei  may  be  seen  above  those  which  lie 
along  the  basement  membrane  (Fig.  21,  B,  if  a).  Long  undi- 
vided hypodermal  cells  may  still  be  seen,  however,  at  the  edges 
of  this  developing  turban  eye,  Fig.  21,  B,  x,  next  to  the  normal 
hypodermis,  and  at  y,  next  to  the  dorsal  edge  of  the  lateral  pig- 
mented eye.  In  a  still  later  stage  of  development  (Fig.  22)  the 
cone  cells  and  the  secondary  iris  pigment  cells  are  found  occu- 
pying the  position  of  the  outer  row  of  nucleated  cells  described 
in  Fig.  21,  B,  opposite  x.  The  retinulae,  each  already  definitely 
formed  of  its  7  cells  occupies  the  position  of  the  second  row  of 
nucleated  cells  in  Fig.  21,  B,  opposite  o.  Here  again  the  ele- 
ments in  the  middle  of  the  developing  eye  (Fig.  22,  ifa)  are 
easily  recognized  as  the  older  elements.  Younger  elements  at 
the  edges,  x  andjy,  are  seen  much  below  the  cornea.  At  each 
molt  of  the  growing  nymph  these  newer  elements  at  the  margin 
of  the  eye  rise  to  their  normal  position  under  the  cornea  and 
thus  increase  the  size  of  the  eye.  Fig.  22  represents  the  stage 
of  development  of  the  turban  eye  when  the  nymph  is  8  to  9  mm. 
long.  The  pigmented  eye  has  practically  the  same  size  as  that 
in  the  5  mm.  nymph. 


474  SHAFER 

None  of  the  sections  offers  definite  proof  as  to  how  the  group 
of  7  retinular  cells  or,  of  the  4  cone  cells,  in  a  single  element 
arise  —  whether  by  multiplication  of  a  single  mother  cell  to  form 
each  retinula  for  example,  or  by  association  of  the  original 
mother  cells  into  groups  of  cells.  The  secondary  pigment  cells 
however,  seem  to  be  homologous  or  identical  with  some  of  the 
original  long  hypodermal  cells  of  the  first  upper  hypodermal 
layer  (Fig.  21,  A,  ihn).  The  evidence  for  this  is  very  strong 
at  least,  in  the  young  nymph  eye  of  S.  corrupta.  Fig.  7,  A, 
shows  a  single  developing  ommatidia  from  the  unpigmented 
area  of  the  eye  of  a  young  nymph.  In  this  eye,  some  of  the 
cells  of  the  first  hypodermal  layer  separate  into  upper  and  lower 
parts,  the  latter  giving  rise  to  the  retinular  layer  as  in  C.  hageni. 
The  upper  part  then  becomes  two-layered  again  and  cells  of  the 
lower  of  these  layers  (Fig.  7,  A,  nfic)  become  chief  pigment  cells ; 
the  upper,  gives  rise  to  the  cone  cell  layer  A,  en.  Other  cells 
of  the  first  hypodermal  layer  appear  simply  to  elongate.  They 
grow  very  little  and  are  seen  surrounding  the  cone,  chief  pigment 
cells  and  retinular  elements  at  A,  nsfl.  These  elongated  dor- 
mant cells  lie  in  the  position  of  the  secondary  pigment  cells  in 
the  adult  eye.  Fig.  7,  B,  shows  2  elongated  hypodermal  cells 
from  the  developing  margin  of  the  eye  (Fig.  6,  x).  They  are 
almost  identical  in  size  and  shape  with  what  are  evidently  sec- 
ondary pigment  cells  in  Fig.  7,  A,  nsj>.  As  development  goes 
on,  the  young  short  retinulas  lengthen  rapidly. 

In  the  9  mm.  stage  of  development  of  the  Callibaztis  nymph, 
the  rhabdomes  are  found  as  round  rod-like  bodies  in  all  the 
older  middle  retinulas.  By  the  time  the  sub-imago  is  ready  to 
issue,  the  cones  have  all  practically  finished  development.  A 
few  very  small  undeveloped  cones  are  found  around  the  outer 
margin,  but  most  of  these  remain  still  undeveloped  in  the  adult. 

Photographs  23  and  25  are  made  from  cross-sections  of  the 
heads  of  sub-imagoes.  The  turban  and  lateral  eyes  are  so 
definitely  formed  here  that  one  might  suppose  development 
complete.  Fig.  18,  A,  shows  the  structure  of  2  ommatidia  in  a 
turban  eye  of  a  sub-imago  of  C.  hageni.  The  corneal  lens  is 
definite  but  thin.  The  retinulas  are  slightly  constricted  just 
beneath  the  tips  of  the  cones.     In  the  cross-section  (Fig.  18,  B) 


DIVIDED    EYES    OF    CERTAIN    INSECTS  475 

the  rhabdome  is  seen  to  be  star-shaped  with  the  "  secondary 
rods "  beginning  to  develop  between  the  boundaries  of  the 
retinular  cells.  Fig.  19  shows  the  structure  of  the  turban  eye 
elements  of  an  old  sub-imago  of  C.  caltfornica  —  i.  e.y  just 
before  time  for  the  adult  to  issue.  The  cornea  is  still  thin,  but 
the  secondary  pigment  cells  have  pushed  it  up  a  little  and  the 
distal  ends  of  these  cells  may  be  seen  overlapping  the  bases  of 
the  cones  between  c  and  en  (Fig.  19).  The  retinula  is  now  more 
nearly  pinched  into  two.  I  was  unable  however,  to  demonstrate 
the  presence  of  any  nuclei  in  this  retinula  of  the  sub-imago 
below  the  constriction  (d,  Fig.  19)  as  might  perhaps  be  expected. 
Otherwise  the  preparation  for  the  separation  of  the  distal  and 
proximal  retinulas  and  for  the  formation  of  the  hypodermal 
space  seems  complete  in  this  stage  of  the  development. 

It  is  wonderful  to  see  the  rapid  enlargement  of  the  turban 
eyes  as  the  adult  issues  from  its  sub-imago  stage.  Sub-imagoes 
issue  from  the  nymphs  in  less  than  3  seconds.  The  process  for 
the  adults  is  longer  —  40  to  60  seconds  —  but  the  head  enlarges 
immediately  upon  breaking  through  the  chitin,  and  the  turban 
eyes  expand  almost  to  bursting  with  a  liquid.  When  photo- 
graphs 24  and  26  of  the  adult  eye  are  compared  with  23  and  25 
of  the  sub-imago  or  drawing  16,  A,  with  drawing  19,  it  is  clear 
what  happened  to  permit  the  enlargement.  The  secondary 
pigment  cells  which  overlapped  the  bases  of  the  cones  have 
straightened  up.  The  cornea  has  been  lifted  to  permit  this  and 
thus  the  hypodermal  space  is  formed — being  bounded  by  the 
cornea,  the  cone  and  the  surrounding  secondary  pigment  cells. 
The  liquid  contents  of  this  space  and  the  secondary  pigment 
cells  together,  undoubtedly  secrete  the  thicker  corneal  lens  of 
the  adult  eye.  That  is  to  say,  the  hypodermal  space  is  anal- 
ogous to  a  cell  in  this  eye,  but  it  is  in  no  sense  homologous  to 
a  cell  as  is  shown  by  its  origin.  Furthermore,  the  space  between 
the  distal  and  proximal  retinulae  is  to  be  directly  associated  with 
the  rapid  expansion  of  the  eye  of  the  issuing  adult.  The  narrow 
connecting  portion  of  the  retinula  of  the  old  sub-imago  (Fig.  19) 
has  been  stretched  to  form  the  connecting  strands  of  the  adult. 
It  must  be  observed  here  also  that  the  proximal  retinulse  out- 
number the  distal  in  the  old  sub-imago  and  in  the  adult.     The 


476 


SHAFER 


extra  retinulae  are  found  in  a  ring  around  the  outer  margin  of 
the  eye.  This  has  been  noted  by  Pictet,  and  figured  by 
Zimmer,  1897,  and  named  by  them  the  "  abkonical  ring"  in 
the  adult  eye. 

Fig.  20  shows  the  structure  of  2  ommatidia  from  the  turban 
eye  of  an  unidentified  mayfly.  It  has  primary  pigment  cells. 
No  adults  of  this  species  were  reared,  but  the  development  of 
the  eye  up  to  the  sub-imago  stage  is,  in  general,  identical  with 
the  development  of  the  eyes  just  described. 

TABLE    OF    MEASUREMENTS    OF    DIVIDED-EYE    ELEMENTS. 


Small  pigmented 
Ommatidia. 


Length. 


Greatest 
Diameter. 


Greatest 
Thick- 
ness. 


Large  Ommatidia. 


Length. 


_  ,    !  Greatest 

Greatest       Thick. 
Diameter. 


Corneal  lens 

Hypodermal  space. 

Cone 

Entire  retinula 

Proximal  retinula. 


0.348 
1.268 


I     0.07      I 
measured  along  the  cone  axis. 


0.095 

0.44 

.07 

2-73 
1. 18 

0.125 


ness. 
mm. 


1.   Symfetrum  corrupta  Hagen. 

0.728 
4 

0.546 
0-273    1 
o-395    1 

0.728 
1.82      I     0.546 
4                 -5 

2.  Anax  Junius  Drury. 

Pseudocone 

0.32 
1.09           0.205 
4-5 

0.36 
i-5           0.45 
6 

3.  Bibio  hirtus  Goef. 

Retinula 

0.348 
0.65 

0.19 
.18 

0.507 
i-54 

0.327 
o-3 

4.  Blefharocera  capitata  Loew. 

Lens  and  pseudocones — 
Retinula 

0.3 

•507 

0.2 
,18 

0.7 
i-33 

0.42 
•39 

5.   CallibcBtis  /lagetn'  E,tn. 

0.158 

0.19 


6.    Callibcetis  calif or?iica  Banks. 


Cornea 

Hypodermal  space. 

Cone 

Entire  retinula 

Proximal  retinula.. 


measured  < 

0.07 
ilong  the 

cone  axis. 

°-35 

0.9 

0.-568 

0.124 

1.23 

•05 

3-8 
1.26 

.11 

0.09 
.126 


DIVIDED    EYES    OF    CERTAIN    INSECTS  477 

In  an  eye  like  that  of  Anax  where  the  large  elements  in  one 
part  of  the  eye  pass  gradually  over  into  smaller  elements  in 
another  part  of  the  eye,  both  kinds  of  elements  seem  to  develop 
from  the  same  center  —  the  smaller  elements  being  the  last 
formed. 

As  has  been  shown  in  the  2  divided  eyes  studied  {Callibcetts 
and  Synvpetrum)  the  large  ommatidial  elements  begin  develop- 
ment after  the  pigmented  lateral  eye  is  complete.  In  this  case 
the  optic  ganglion  which  has  already  been  formed  for  the  pig- 
mented eye  appears  to  bud  or  enlarge  to  receive  the  nerve  fibers 
of  the  new  eye  elements.  To  support  statements  already  made 
and  for  further  reference  the  accompanying  table  of  measure- 
ments of  the  eye  elements  of  the  different  eyes  studied  is  given. 

SIGNIFICANCE    OF    THE    DIVIDED    EYE    CONDITION. 

Exner,  1891,  has  shown  that  an  eye  with  a  structure  like  that 
of  the  turban  eye  of  Callibcetis  (adult)  is  capable  of  forming  an 
image  of  superposition  upon  the  proximal  retinulas  as  well  as 
an  image  of  apposition  upon  the  distal  retinulae.  By  means  of 
this  repeated  formation  of  images  upon  the  retina,  the  eye  with 
the  superposition  image  is  enabled  to  see,  even  if  somewhat 
indistinctly,  in  dim  light  where  the  small  facetted  deeply  pig- 
mented eye  could  not  see  at  all.  Zimmer  has  shown  that  this 
is  of  advantage  to  the  mayflies  in  mating,  since  the  males  seek 
the  females  on  the  wing  in  the  twilight. 

In  the  case  of  all  the  other  large  facetted  eyes  discussed  in 
this  paper,  an  image  of  superposition  would  be  impossible,  since 
the  retinulae  in  every  case  lie  rather  close  together  and  are  not 
divided  into  proximal  and  distal  parts.  In  everv  eye  however, 
the  increase  in  the  size  of  the  dioptric  apparatus  accompanies 
the  decrease  in  pigmentation.  Both  of  these  conditions  favor 
the  admission  of  more  light.  This  would  admit  of  a  better  appo- 
sition image  being  formed  in  dim  light.  The  small  dioptric  ap- 
paratus and  dense  pigmentation  accompany  each  other  and  both 
favor  the  formation  of  a  distinct  apposition  image  in  extremely 
bright  light.  Whatever  the  special  adaptation  then,  the  divided 
condition  of  the  eyes  may  be  regarded  as  an  adaptation  of  dif- 
ferent  parts  of  the   eye   to   suit   different   intensities   of  light. 


478  SHAFER 

Moreover,  it  would  be  of  as  much  advantage  to  increase  the 
sensitive  receiving  surface  (rhabdome  surface)  in  the  eye  used 
in  dim  light  as  to  increase  the  dioptric  or  light  gathering  sur- 
face. The  complicated  rhabdome  surface  of  the  turban  eye  of 
Callibcetts  shows  this  increased  sensitive  surface  and  further- 
more, the  retinulae  of  the  "  abkonical  ring  "  each  have  well  de- 
veloped rhabdomes.  The  rhabdomes  of  the  larger  ommatidia  of 
all  the  divided  eyes  are  larger  than  those  of  the  small  ommatidia. 

Stanford  University, 
April  28,  1906. 

LITERATURE  CITED. 

Exner,  S. 

1891     Die   Physiologie   der   Facettirten   Augen    von    Krebsen  und    Insecten. 
Leipzig  u.  Weine 
Grenadier 

1879  Untersuchungen  iiber  das  Sehorgan  der  Arthropoden,  Insbesondere  der 
Spinnen,  Insecten  und  Crustacean.     Gottingen. 

Zimmer,  C. 

1897  Die  Facetten  Augen  der  Ephemeriden  Zeit.  f.  Wiss.  Zool..  Bd.  LXIII, 
pp.  236-262. 

Kellogg,  V.  L. 

1898  The  Divided  Eyes  of  Arthropods.     Zoolog.  Anzeig.,  Vol.  21,  pp.  280- 
281. 

1900     Notes  on  the  Structure  and  Life-history  of  Blepharocera  capitata  Loew. 

Ent.  News,  Vol.  II,  pp.  305-318. 
1903     Net  Winged  Midges  of  North  America  (Blepharoceridse).     Proceedings 
Cal.  Association  of  Science,  3  series,  Zool.,  Vol.  Ill,  No.  6. 
Pictet 

1843     Histoire  naturelle  des  Insects  NeVropteres.     Famille  des  Ephemerines. 
Geneve,  1845. 
Eaton 

1888     Monograph  of   recent   Ephemeridae   or  Mayflies.      Trans.  Linn.   Soc. 
London,  2  series,  Vol.  Ill,  Zool. 
Carriere,  J. 

1893     Kurze  Mittheilungen  aus  Fortgesetzten  Untersuchungen  liber  die  Se- 
horgen.     Zool,,  Anz.  IX. 
Ciaccio,  G.  V. 

1880  Sopra  la  Notomia  Minuta  Degli  Occhi  Delia  Cloe  diptera.     Reviewed  in 
Journal  of  the  Royal  Mic.  Soc,  1882,  II,  p.  609. 

EXPLANATION  OF  FIGURES. 

The  sections  from  which  the  following  drawings  and  microphotographs 
were  made  were  cut  3  to  6  microns  in  thickness.  They  were  stained  either 
with  Haedenheim's  iron  hematoxylin  or  by  a  modified  Weigert's  hematoxylin 
method.     Some   sections  were  cross-stained  with  good   results   by  safranin   in 


DIVIDED    BYES    OF    CERTAIN    INSECTS  479 

analin.     Depigmentation  was  done  with  absolute  alcohol  and  C.  P.  nitric  acid, 
equal  parts,  mixed.     Killing  of  live  material  was  done  with  best  results  in   hot 
Gilson's  fluid.     The  drawings  were  outlined  with  a  camera  lucida. 
Abbreviations  not  found  in  the  following  list  are  explained  in  the  text  itself. 
c.  Corneal  lens  (cornea). 
en.   Cone-cell  nucleus. 
tr.  Trachea. 
Bm.  Basement  membrane. 
rn.  Retinular  nucleus. 
nsp.  Nuclei  of  secondary  iris  pigment  cells. 
sip.   Secondary  iris  pigment  cell. 
Ifa.  Large  facetted  area  (dorsal  eye). 
sfa.   Small  facetted  area. 
tp.  Tapetum. 
opg.  Optic  ganglion. 
cip.   Chief  iris  pigment  cell. 
up.  Dorsal  part  of  the  head. 
rb.  Rhabdome  (rhabdomere). 
sn.   Semper's  nuclei  in  hypodermis. 
co.  Cone  or  pseudocode. 
nf.  Nerve  fibers  leading  from  retinula. 
Its.  1  lypodermal  space. 
dm.   Distal  retinula  nuclei. 
prn.  Proximal  retinula  nuclei. 
rs.  Connecting  retinular  strand. 
h.  Tactile  hair. 
ce.  (Esophagus. 

tb.  Turban  or  dorsal  large  facetted  eye. 
la.   Lateral  pigmented  eye. 

/Is.  Transparent  liquid  space  around  the  connecting  strands. 
drb.   Rhabdome  of  the  distal  retinula. 


PLATE    XXIV. 

Figs,  i  to  7.  Male  of  Sympetrum  corruption  Hagen. 

Fig.  1.     Head  of  adult  showing  relative  size  and  shape  of  the  large  and  small 

facetted  areas,  X  8. 
Fig.  2.     Cross-section  of  the  right  eye  of  adult,  X  34- 
Fig.  3.     A.  A  few  elements  from  the  small  facetted  deeply  pigmented  part  of 

the  eye  (adult),  X  I4I- 
B.  Cross-section  of  a  cone  and  its  surrounding  secondary  pigment 

cells  from  A,  X  500. 
Fig.  4.      A.  Ommatidia  from  the  large  facetted  part  of  the  eye  of  6".  corrupta, 

XHi- 

B.  Cross-section  of  three  of  the  rhabdome-like  bodies,  rb  of  4,  A, 

X  5°°- 

C.  Cross-section  of  the  retinula  in  the  region  of  the  nuclei  from  Fig. 

4, -4,  X  385- 
Fig.  5.     Head  of  a  male  nymph  51.  corrupta,  showing  the  triangular  large 

facetted  area  forming. 
Fig.  6.     Cross-section  of  one  eye  of  Fig.  5. 
Fig.  7.      A.  A  single  ommatidial  element  from  the  developing   large  facetted 

area  of  a  nymph  of  S.  corrupta,  X  3^5- 
B.  Two  of  the  upper  modified  hypodermal  cells  from  the  margin  x 

of  Fig.  6,  X  3S5- 
Figs.  8  to  11.     Eye  of  male  Bibio  hirtus  Goef. 
Fig.  8.     Longitudinal  sagittal  section  of  right  eye,  X4i« 
Fig.  9.      A.  Three  ommatidia  from  the  large  facetted  area,  X  2°5- 

B.  Cross-section  of  cone  tip  through  cone  nuclei  and  surrounding 

secondary  pigment  cells. 

C.  Cross-section  of  three  retinulae  near  their  distal  ends. 
E.   Cross-section  of  a  retinula  near  its  middle. 

D.  Cross-section  of  three  retinula;  in  region  of  retinular  nuclei. 

4S0 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  XXIV. 


PLATE   XXV. 

Fig.  io.     Ommatidia  from  the  small  facetted  pigmented  area  of  male  Bibio 

eye,  X  9°o- 
Fig.  ii.     Head  of  male  Bibio  hirtus. 
Figs.  12  to  14.     Eye  of  Anax Junius,  Drury. 
Fig.  12.     Cross  section  of  a  single  eye  of  adult,  X  4T- 

Fig.  13.     A.  Two  ommatidia  from  the  upper  largest  facetted  part  of  the  eye, 
X102. 

B.  Cross-section  of  the  retinula  through  the  nuclei. 

C.  Cross-section  of  cone  and  surrounding  secondary  pigment  cells 

and  lumina. 

D.  Cross-section  of  cone  tip  showing  surrounding  primary  or  chief 

pigment  cells  and  secondary  pigment  cells. 

E.  Cross-section  of  three  retinula?  and  enclosed  lumina. 

Fig.  14.     Two  ommatidia  from  the  smallest  facetted  part  of  the  eye,  X  I02- 
Fig.  15.     Eye  of  Blepharocera  capitata  Loew. 

A.  Two  ommatidia  from  the  large  facetted  division  of  the  eye  (dor- 

sal), X  205. 

B.  Cross-section  through  tip  of  cone  showing  four  cone  cells  with 

their  nuclei  and  the  surrounding  secondary  pigment  cells. 

C.  Cross-section  of  a  retinula  showing  the  rhabdomeres. 
Fig.  16.     Adult  eye  of  a  male  Callibcetis  hageni  Etn. 

A.  Two  entire  ommatidial  elements  from  the  turban  or  dorsal  eye 

and  parts  of  two  proximal  retinulse  whose  corresponding  cone 
elements  are  not  shown,  X  385- 

B,  C,  D,  and  E.  Cross-sections  of  corresponding  parts  of  Fig.  A  as 

indicated  by  the  lines. 

48  2 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  XXV. 


yl  it'"'' 


i  f 


s 


14 


-Mf- 

■  :■■■ 
r 


. 


PLATE   XXVI. 

Fig.  17.     A.  Two  ommatidia  from  the  lateral  pigmented  eye  of  adult  male  C. 
hageni  Etn.     One  element  is  represented  as  depigmented,  X 

385. 
B.  Cross-section  of  retinula  of  A. 
Fig.  18.     A.  Two  ommatidia  of  a  turban  eye  of  a  male  subimago  of  C.  hageni 
Etn. 
B.  Cross-section  of  retinula  of  A. 
Fig.   19.     Two  ommatidia  from  the  turban  eye  of  a  male  subimago  of  C.  cali- 
fornica  Banks.     An  old  subimago  just  before  adult  was  ready  to 
issue,  X38.S- 
Fig.  20.     Two  ommatidia  from  the  turban  eye  of  male  subimago  of  a  mayfly 
of  unknown  species  showing  chief  pigment  cells.     Adult  of  this 
species  was  not  reared. 
Figs.  21  to  22.     Eye  of  nymph  of  C.  hageni  Etn. 

Fig.  21.     A.  A  small  part  of  the  earliest  developmental  stage  of  the  turban 
eye  of  C.  hageni  observed. 
B.  Entire  eye  of  a  young  male  nymph  at  a  little  later  stage  of  develop- 
ment than  A,  i.  e.,  nymph  5  mm.  long,  X  120. 
Fig.  22.     Entire  eye  (turban  and  lateral)  of  a  male  C.  hageni  nymph  S  to  9 
mm.  long,  X  I2°- 

4S4 


Proc.  Wash.  Acad.  Sci.,  Vol.  VIII. 


Plate  XXVI. 


18 


■ 


V 


wm  * 


17 


y  k 


■    - 
'     - 


i  - 


PLATE     XXVII.       MlCROPHOTOGRAPHS. 

Fig.  23.     Cross-section  of  head  of  subimago  of  male  C.  hageni. 

Fig.  24.     Cross-section  of  a  head  of  adult  male  C.  hageni. 

Fig.  25.     Cross-section  of  head  of  subimago  of  male  C.  calif ornica. 

Fig.  26.     Cross-section  of  male  adult  of  C.  califomica. 

Fig.  27.  Cross-section  of  part  of  large  turban  eye  of  an  adult  male  C.  hageni, 
showing  the  connecting  strands  between  the  proximal  and  distal 
retinula;. 

Fig.  28.  Microphotograph  of  cross-section  of  head  of  an  old  nymph  of  .S. 
corrupta,  the  adult  of  which  was  about  to  issue.  The  section 
passes  through  the  edge,  only,  of  the  pigmented  part  of  the  eye 
which  in  its  largest  part  was  about  equal  to  the  upper  large  facetted 
area  as  is  shown  by  the  size  of  the  optic  ganglion. 

Fig.  29.     A  few  ommatidia  from  the  dorsal  eye  of  a  female  B.  capitata. 

Fig.  30.  Left  dorsal  and  lateral  eyes  of  a  female  B.  capitata  showing  optic 
ganglion  also.  Most  of  the  cornea  of  the  dorsal  eye  is  torn  away. 
See  Fig.  29. 

486 


Proc.  Wash.  Acad.  Set.,  Vol.  VIII 


Plate  XXVII. 


QD.8. 


INDEX. 


Note.  —  New  names  in  black-face  type,  synonyms  in  Italics. 


For  index  to  paper  on  "Aspects  of  Kinetic  Evolution  "  by  O.  F.  Cook,  see  pp. 
400-403. 


Acestorliampbus  brachycephalus  454 

ferox  454 

hepsetus  454 
Achirus  lineatus  458 
Acipenser  48 

Acrostichum  yoshinagai  146 
Aerial  Locomotion  407 
Age  of  the  Pre-volcanic  Auriferous  Grav- 
els in  California  405 
albicans.  Pimelodus  452 
albida,  Rhus  194 
Allen,  Wm.  F.  41 
alleni,  Cambarus  18 
alternatus,  Crossaster  131 
Ami  a  42 
Amiatus  42 
Amphilestes  98 
Anasterias  136 

Anaxjunius,  compound  eye  of  463 
angustiloba,  Aralia  406 
anomalus,  Leptychaster  115 
anus,  Loricaria  453 
Aplodinotus  grunniens  52 
pppendiculata,  Frullania  159 
aprica,  Rhus  193 
Aralia  angustiloba  406 

whitneyi  405 
arbuscula,  Rhus  184 
arcticus,  Leptychaster  112 
areolatus,  Cambarus  (Cambarellus)  mon- 

tezumae  23 
argentinensis,  Atherinichthys  455 
arguta,  Rhus  192 
ashei,  Rhus  179 
aspera,  Henricia  127 
asplenifolia,  Rhus  196 
Asterias  sanguinolenta  127 
asthenosoma,  Luidia  124 
Astropecten  118 
Astropecten  californicus  118 

erinaceus  118 

fragilis  120 

ornatissimus  119 

regalis  121 

rubidus  121 

verrilli  121 
Astropectinidce  112 
Astyanax  rutilus  454 
Atherinichthys  argentinensis  455 

bonariensis  455 
Atherinidse  455 
atrovirens,  Rhus  182 
auriculata,  Rhus  17S 


Auriferous  Gravels  in  California,  Age  of 

the  Pre-volcanic  405 
australe,  Geophagus  456 
autochthon,  Heros  456 

Ba;tis  cerea  469 
balzanii  Geophagus  456 
Barb  68 

barbatus,  Cambarus  18 
Bathybiaster  114 
Batrachops  scottii  457 

semifaseiatus  457 
Bell,  Alexander  Graham  407 
bellona?,  Ludwigia  114 
Bematiscus  93 

Bibio  hirtus,  compound  eye  of,  464 
Bibiocephalus  elegantulus  461 
Bilobed  hypsodont  stage  of  molars  99 
bisseti,  Ptilidium  141 
blandingi,  Cambarus  18 
Blepharocera  capitata,  compound  eye  of, 
467 

tenuipes,  compound  eye  of,  467 
bonariensis,  Atherinichthys  455 
borealis,  Crossaster  134 
borealis,  Rhus  188 
Brachiolejeunea  gottschei  157 

sandvicensis  157 
brachycephalus,  Acestorhampus  454 
Brachyodont  tricodont  stage  of  molars  99 
brevis,  Scapania  160 
brevispiua,  Luidia  121 
Buenos  Aires,  On  a  Collection  of  Fishes 
from,  451 

californica,  Calliba?tes  471 

Laurus  405 

Luidia  121 

Juglans  406 

Magnolia  405 

Ulmus  406 
californicus,  Astropecten  118 
californicus,  Rathbunaster  137 
californicus,  Sabalites  405 
Callibaetes  californica  471 

hageni  468 
Cambarellus  19 
Cambari,    Mexican,    Central    American 

and  Cuban  1 
Cambarus  alleni  18 

barbatus  18 

blandingi  18 

clarki  24 


4S7 


488 


INDEX 


Cambarus  clypeatus  18 

consobrinus  12 

evermanni  18 

hinei  18 

montezumae  2 

shufeldti  24 

tridens  19 

williamsoni  10 

(Cambarellus)  chapalanus  22 
montezumae  19 
areolatus  23 
dugesi  20 
occidentalis  20 
tridens  20 

(Cambarus)  wiegmanni  20 

(Paracambarus)  paradoxus  3 

(Procambarus)  cubensis  11 
digueti  21 
mexicanus  11 
pilosimanus  6 
capitata,  Blepharoeera,  compound  eye  of 

467 
caroliniana,  Rhus  181 
Carp  69 

Cavicularia  141 
cavifolia,  Lejeunea  148 
Centetes  93 
cerea,  Baetus  469 

chapalanus,  Cambarus  (Cambarellus)  22 
Characidae  453 
Cheilolejeunea  149 

intertexta  149 
Chirotonetes  ignotus  469 
Chloe  fuscata  469 
chrysitis,  Tinea  48 
Chrysochloris  93 
Cichlidae  456 
cismontana,  Rhus  189 
clarki,  Cambarus  24 
Clupea  454 
Clupeidae  454 
clypeatus,  Cambarus  18 
Cod  68 
Cololejeunea  floccosa  146 

goebeli  146 

venusta  146 
commersoni,  Plecostomus  452 
compacta,  Eulejeunea  148 
complex  molars,  Phyletic  history  of  99 

tritubercular  type  of  99 

triconodont  type  of  99 
conjugata,  Metzgeria  143 
consanguinea,  Metzgeria  143 
consobrinus,  Cambarus  12 
corrupta,  Sympetrum,  compound  eye  of 

459.  472 
coruscans,  Pseudoplatystoma  451 
Cottus  69 

gobio  48 
Crenicichla  semifasciala  457 
Cretica,  Pteris  151 
Cribrella  127 
Crossaster  130 

alternatus  131 

borealis  134 

papposus 132 
cubensis,  Cambarus  (Procambarus)  11 
Curi matus  gilberti  453 

platanus  453 
Cyprinus,  42 


densiloba,  Frullania  157 
denudatum,  Odontoschisma  155 
Dicrocynodon  100 

digueti,  Cambarus  (Procambarus)  21 
Diller,  J.  S.  405 

Divided  Eyes  of  Certain  Insects,  Histol- 
ogy and  Development  of  459 
Doris  granulosus  452 
Drepanolejeunea  151 

setispina  157 

tenuis  152 
Dromotherium  98 
Dryolestes  96 

dugesi,      Cambarus      (Cambarellus) 
montezumae  20 
duodecimspinosum,  Geophagus  456 
Dutton,  Maj.  Clarence  E.  39 

Echinaster  127 

Echinasteridae  127 

Eel  61 

Eigenmann,  Carl  H.  451 

elegantula,  Rhus  195 

elegantulus,     Bibiocephalus,    compound 

eye  of  467 
elliptica,  Gymnogramme  151 
Eocene  Flora  of  Southwest  Oregon  405 
Ericulus  93 

erinaceus,  Astropecten  118 
Esox  42 

Eulejeunea  compacta  148 
euphlebia,  Plagiogyria  146 
Evans,  Alexander  W.  141 
evermanni,  Cambarus  18 
exocellata,  L,eptojeunea  151 

Faxonius  24 

ferox,  Acestorhamphus  454 
Ficus  tiliaefolia  406 
Fisher,  Walter  K.  in 
Fishes  from  Buenos  Aires,  On  a  Collec- 
tion of  451 
fiava,  Lejeunea  148 
flavipinnis  Ilisha  455 
floccosa,  Cololejeunea  146 
foliicola,  Leptolejeunea  151 
foliolata  Luidia  121 
fragilis,  Astropecten,   120 
Freyella  138 
Frullania  appendiculata  159 

densiloba  157 

makinoana  159 

moniliata  159 
furcata,  Metzgeria  143 
fuscata,  Chloe  469 

Fusion  theory  of  tooth  cusp  development 
94 

Gadus  55 

Geodetic  Evidence  of  Isostasy  25 

Geophagus  australe  456 

balzanii  456 

duodecimspinosum  456 

gymdogenys  456 
Gidley,  James  Williams  91 
gilberti,  Curimatus  453 
glabra,  Rhus  175 
Gobio  48 
gobio,  Cottus  48 
goebelii,  Cololejeunea  146 


INDEX 


489 


gottschei,  Braehiolejeunea  157 
granulosus,  Doris  452 
Greene,  Edward  L.  167 
grunniens,  Aplodinotus  52 
Gudgeon  68 

gymdogenys,  Geophagus  456 
Gymnogramnie  elliptica  151 

hageni,  Callibaetis,  compound  eye  of  468 
hamata,  Metzgeria  143 
Harpalejeunea  156 
Harpalejeunea  intermedia  154 

ovata  157 

pseudoneura  156 
Harpioeephalus  94 
Hay  ford,  John  F.  27 
helianthoides,  Pycnopodia  138 
Hemieentetes  93 
Henri  cia  127 
Henricia  aspera  127 

polyacantha  129 
Hepatica?,  Notes  on  Japanese  141 
hepsetus,  Acestorhauiphus  454 
Heros  autochthon  456 
hinei,  Cambarus  18 
hirtus,  Bibio,  Compound  eye  of  464 
Histology  and  development  of    Divided 

eyes  in  Certain  Insects  454 
Hoplias  malabaricus  454 
hypocone  103 

ignotus,  Chironectes  469 
Iheringichthys  labrosus  452 
Ilisha  flavipinnis  455 
inermis,  Parastropecten  115 
intermedia,  Harpalejeunea  154 
intertexta,  Cheilolejeunea  149 
Isostasy,  Geodetic  Evidence  of  25 
ithacensis,  Rhus  178 

Japanese  Hepaticse,  Notes  on  141 
japonica,  Scapania  160 
japonicum,  Trichomanes  146 
Juglans  californica  406 
Junius,  Anax,  compound  eye  of  463 

kerguelensis,  Leptyehaster  118 

labrosus,  Iheringichthys  452 
loevis,  Rhombus  59 
lanceolata,  Magnolia  405 
laplatse,  Plecostomus  452 
Laurus  californica  405 
Leioscyphus  verrucosus  144 
Lejeunea  cavifolia  148 

flava  148 

planiloba  147 
Leptojeunea  exocellata  151 

foliicola  151 
Leptolejeunea  subacuta  149 
Leptopty  chaster  112 
Leptychaster  112 
Leptychaster  anomalus  115 

arcticus  112 

kerguelensis  118 

pacificus  ii2 
Leuciscus  42 
Linckia  127 
lindbergii,  Metzgeria  143 

Radula  145 


lineatus,  Archirus  458 

Prochilodus  453 
Lobadium  167 
longula,  Rhus  186 
Lophius  42 

I,ophius  piscatorius  49 
Loricaria  anus  453 

vi' tul a  453 
Loricariida;4£2 
lorioli,  Ludwigia  124 
Luciopimelodus  pati  451 
lucioperca,  Perca  48 
Lucius  42 

ludoviciana,  Rhus  183 
Ludwigia  bellonce  124 

lorioli  124 

quinaria  124 
ludwigi,  Luidia  122 
Luidia  121 

asthenosoma  124 

brevispina  121 

californica  121 

foliolata  121 

ludwigi  122 

sarsi  124 
Lymphatics  of  Scorpcrnichlhys  viarmo- 
ratus  41 

macrospila,  Pimelodus  clarus  452 
macrothyrsa,  Rhus  191 
Magnolia  californica  405 

lanceolata  405 
Makinoa  141 

makinoana,  Frullania  159 
malabaricus,  Hoplias  454 
Manly,  Charles  M.  428 
marginatus,  Serrasalmo  454 
maxillosus,  Salminus  454 
maximus,  Rhombus  59 
media,  Rhus  188 
melanostomus,  Pomolobus  454 
metacone  102 
Metopium  167 
Metzgeria  conjugata  143 

consanguinea 143 

furcata  143 

hamata  143 

lindbergii  143 

pubescens  143 

quadriseriata  142 
Mexican,  Central  American   and   Cuban 

Cambari  1 
mexicanus,  Cambarus  (Procambarus)  11 
moniliata,  Frullania  159 
montezutnoe,  Cambarus  2 

Cambarus  (Cambarellus)  19 
Mugil  platanus  455 
Mugilidae455 
Mylia  verrucosa  144 

nitens,  Rhus  190 

Notes  on  Japanese  Hepaticse  141 

obtusidens,  Leporinus  454 
occidentalis,     Cambarus     (Cambarellus) 
montezumae  20 
Rhus  193 
Odontoschisma  denudatum  155 
olidus,  Stolephorus  455 


49° 


INDEX 


On  a  Collection  of  Fishes  from  Buenos 

Aires  451 
Ophiodon  41 
Orbitolites  406 
oreophila,  Rhus  177 
ornatissimus,  Astropecten  119 
Ortmann,  A.  E.  1 
ova,  Harpalejeunea  157 
oyamensis,  Radula  144 

paciricus,  Leptychaster  112 

Paleolagus  99 

papposus,  Crossaster  132 

Paracambarus  1 

paracone  102,  105 

paradoxus,  Cambarus  (Paracambarus)  3 

Parastropecten  inermis  115 

parastyle  102 

pati,  Luciopimelodus  451 

Paurodon  101 

Pediomys  99 

Perca  42 

lucioperca  48 
petiolata,  Rhus  185 
Phragmicoma  sandvicensis  157 
Phyletic  History  of  Complex  Molars  99 

Ungulate  Molars  98 
phyllobola,  Rectolejeunea  149 
Pike  61 

pilosimanus  Cambarus  (Procambarus)  6 
Pimelodus  albicans  452 

clarias  macrospila  452 

valenciennis  452 
piscatorius,  Lophius  49 
Plagiogyria  euphlebia  146 
planicosta,  Venericarda  406 
planiloba,  L,ejeunea  147 
platanus,  Curimatus  453 

Mugil  455 
Plecostomus  carinatus  vallanti  453 

commersoni  452 

laplatse  452 

tietensis  453 
Pleuronectes  42 
Pleuronectidae  56 
polyacantha,  Henriciai29 
Pomolobus  melanostomus  454 
Populus  zaddachi  406 
Potamogale  93 

Pre-volcanic  Auriferous  Gravels  in  Cali- 
fornia, Age  of,  405 
Procambarus  2 
Prochilodus  lineatus  453 
protocone  92,  102 
protoconule  102 

Protodont  stage  of  ungulate  molars  98 
Protolambda  99 

pseudoneura,  Harpalejeunea  156 
Pseudoplatystoma  coruscans  451 
Psilaster  114 
Pteris  cretica  151 
Ptilidium  bisseti  141 
pubescens,  Metzgeria  143 
pulchella,  Rhus  182 
Pycnolejeunea  tosana  153 
Pycnopodia  136 

helianthoides  138 
Pycnopodiidae  136 
pyramidata,  Rhus  180 


quadriseriata,  Metzgeria  142 
quelen,  Rhamdia  452 
quinaria,  Ludwigia  124 

Radula  lindbergii  145 

oyamensis  144 
Raja  42 
Rathbunaster  136 

californicus  137 
Rays  68 

Rectolejeunea  149 
Rectolejeunea  phyllobola  149 
regalis,  Astropecten  121 
Reptilian  stage  of  ungulate  molars  98 
Rhamdia  quelen  452 
Rhceidium  167 
Rhombus  laevis  59 

maximus  59 
Rhus  167 
Rhus,  albida  194 

aprica  193 

arbuscula  184 

arguta  192 

ashei  179 

asplenifolia  196 

atrovirens  182 

auriculata  178 

borealis  188 

caroliniana  181 

cismontana  189 

elegantula  195 

glabra,  a  study  of  167 

glabra  175 

ithacensis  178 

longula  186 

ludovicianus  183 

macrothrysa  191 

media  188 

nitens  190 

occidentalis  193 

oreophila  177 

petiolata  185 

pulchella  182 

pyramidata  180 

sambucina  190 

sandbergii  187 

sorbifolia  195 

tessellata  191 

valida  185 
rubidus,  Astropecten  121 
rutilus,  Astyanax  454 

Sabalites  californicus  406 
Salminus  maxillosus  454 
Salmo42 
Salmon  59 

sambucina,  Rhus  190 
sarsi,  Luidia  124 
sandbergii,  Rhus  187 
sandvicensis  Phragmicoma  157 

Brachiolejeunea  157 
sanguinolenta,  Asterias  127 
scaber,  Uranoscopus  49 
Sciaenidae  456 
Scapania 145 

brevis  160 

japonica  160 

stephanii  160 
Seorpaenichthys  marmoratus,  Lymphatics 
of  41 


INDEX 


49] 


Scotophilia  94 
Scott,  Prof.  W.  B.  451 
scottii,  Batrachops  457 
sculpta,  Sicyona  463 
setispina,  Drepanolejeunea  157 
se»u'fasciatus,  Crenicichla  457 
semifasciatus,  Batrachops  457 
Serrasalmo  marginatus  454 
sexitubercular-quadritubercular  stage  of 

teeth  98 
Sharks  68 

shufeldti,  Carabarus  24 
Sicyona  sculpta  463 
Silurus  49 
Sol  aster  idee  130 
Solenodon  93 
sorbifolia,  Rhus  195 

South-west  Oregon,  Eocene  Flora  of  405 
Spalacotherium  98 
Squalus  42 

stephanii,  Scapania  160 
Stolephorus  olidus  455 
Study  of  Rhus  glabra,  A  167 
Styphonia  146 
Sturgeon  68 

subacuta,  Leptolejeunea  149 
Sympetrum  corrupta,  compound  eye  of 

459.  472 

Talpa  93 
Telacadon  103 
tenuipes  Blepharocera  467 
tenuis,  Drepanolejeunea  152 
tessellata,  Rhus  191 
Thyopsiella  159 
tietensis,  Plecostomus  453 
tiliaefolia,  Ficus  406 
Tinea  69 

chrysitis  48 
Tinodon  101 
Tittmann,  O.  H.  25 
Tooth-cusp  Development  91 
Torpedo  42 

tosana,  Pycnolejeunea  153 
Trichomanes  japonicum  146 
Toxicodendron  167 


tridens,  Cymbarus  montezumae  20 

tridens,  Cambarus  19 

Triconodon  92 

Triconodont  stage  of  ungulate  molars  98 

of  complex  molars  99 
Turritella  uvasana  406 
trigon  92 
trigonid  92 

trigonodont  tooth  102 
tritubercular-tuberculo  sectorial  98 
Tritubercular  stage  of  ungulate   molars 
98 

of  complex  molars  99 
Trout  69 
Tumidse  145 

Ulmus  californica  49 

Ungulate  molars,  Phyletic  History  of,  98 

Protodont  stage  of,  98 

Reptilian  stage  of,  98 

Triconodont  stage  of,  98 

Tritubercular  stage  of,  98 
Uranoscopus  49 

scaber  49 
uvasana,  Turritella  406 

valenciennis,  Pimelodus  452 
valida,  Rhus  185 

vallanti,  Plecostomus  carinatus  453 
Venericardia  planicosta  406 
venusta,  Cololejeunea  146 
verrilli,  Astropecten  121 
verrucosa,  Mylia  144 
verrucosus,  Leioscyphus  144 
Vespertilio  94 
vetula,  Loricaria  453 

whitneyi,  Aralia  405 
wiegmanni,  Cambarus  15 

cambarus  (Cambarus)  15 
williamsoni,  Cambarus  10 

yoshinagai,  Acrostichum  146 

zaddachi,  Populus  406 
Zahm,  Prof.  A.  F.  436 


WHOI   Library       Serials 


5  WHSE  00869 


3 : 


h.