Mendel's Principles of Heredity: A Defence · William Bateson
But in the case of A’s and B’s, which are assumed to be mutually exclusive characters, we cannot speak of blending, but rather, to use Galton’s term, of alternative inheritance.
Pearson, finding that the law whether formulated thus, or in the modified form in which he restated it, did not express the phenomena of alternative inheritance known to him with sufficient accuracy to justify its strict application to them, and also on general grounds, proposed that the phenomena of blended and alternative inheritance should be treated apart--a suggestion the wisdom of which can scarcely be questioned.
Now the law thus imperfectly set forth and every modification of it is incomplete in one respect. It deals only with the characters of the resulting zygotes and predicates nothing in regard to the gametes which go to form them. A good prediction may be made as to any given group of zygotes, but the various possible constitutions of the gametes are not explicitly treated.
Nevertheless a definite assumption is implicitly made regarding the gametes. It is not in question that differences between these gametes may occur in respect of the heritage they bear; yet it is assumed that these differences will be distributed among the gametes of any individual zygote in such a way that each gamete remains capable, on fertilisation, of transmitting all the characters (both of the parent-zygote and of its progenitors) to the zygote which it then contributes to form (and to the posterity of that zygote) in the intensity indicated by the law. Hence the gametes of any individual are taken as collectively a fair sample of all the racial characters in their appropriate intensities, and this theory demands that there shall have been no qualitative redistribution of characters among the gametes of any zygote in such a way that some gametes shall be finally excluded from partaking of and transmitting any specific part of the heritage. The theory further demands--and by the analogy of what we know otherwise not only of animals and plants, but of physical or chemical laws, perhaps this is the most serious assumption of all--that the structure of the gametes shall admit of their being capable of transmitting any character in any intensity varying from zero to totality with equal ease; and that gametes of each intensity are all equally likely to occur, given a pedigree of appropriate arithmetical composition.
Such an assumption appears so improbable that even in cases where the facts seem as yet to point to this conclusion with exceptional clearness, as in the case of human stature, I cannot but feel there is still room for reserve of judgment.
However this may be, the Law of Ancestral Heredity, and all modifications of it yet proposed, falls short in the respect specified above, that it does not directly attempt to give any account of the distribution of the heritage among the gametes of any one individual.
Mendel’s conception differs fundamentally from that involved in the Law of Ancestral Heredity. The relation of his hypothesis to the foregoing may be most easily shown if we consider it first in application to the phenomena resulting from the cross-breeding of two pure varieties.
Let us again consider the case of two varieties each displaying the same character, but in the respective intensities A and a. Each gamete of the A variety bears A, and each gamete of the a variety bears a. When they unite in fertilisation they form the zygote Aa. What will be its characters? The Mendelian teaching would reply that this can only be known by direct experiment with the two forms A and a, and that the characters A and a perceived in those two forms or varieties need not give any indication as to the character of the zygote Aa. It may display the character A, or a, or a character half way between the two, or a character beyond A or below a. The character of Aa is not regarded as a heritage transmitted to it by A and by a, but as a character special and peculiar to Aa, just as NaCl is not a body half way between sodium and chlorine, or such that its properties can be predicted from or easily stated in terms of theirs.
If a concrete case may help, a tall pea A crossed with a dwarf a often produces, not a plant having the height of either A or a, but something taller than the pure tall variety A.
But if the case obeys the Mendelian principles--as does that here quoted--then it can be declared first that the gametes of Aa will not be bearers of the character proper to Aa; but, generally speaking, each gamete will either bear the pure A character or the pure a character. There will in fact be a redistribution of the characters brought in by the gametes which united to form the zygote Aa, such that each gamete of Aa is pure, as the parental gametes were. Secondly this redistribution will occur in such a way that, of the gametes produced by such Aa’s, on an average there will be equal numbers of A gametes and of a gametes.
Consequently if Aa’s breed together, the new A gametes may meet each other in fertilisation, forming a zygote AA, namely, the pure A variety again; similarly two a gametes may meet and form aa, or the pure a variety again. But if an A gamete meets an a it will once more form Aa, with its special character. This Aa is the hybrid, or “mule” form, or as I have elsewhere called it, the heterozygote, as distinguished from AA or aa the homozygotes.
Similarly if the two gametes of two varieties distinguished by characters, A and B, which cannot be described in terms of any common scale (such as for example the “rose” and “single” combs of fowls) unite in fertilisation, again the character of the mule form cannot be predicted. Before the experiment is made the “mule” may present any form. Its character or properties can as yet be no more predicted than could those of the compounds of unknown elements before the discovery of the periodic law.
But again--if the case be Mendelian--the gametes borne by AB will be either A’s or B’s, and the cross-bred AB’s breeding together will form AA’s, AB’s and BB’s. Moreover, if as in the normal Mendelian case, AB’s bear on an average equal numbers of A gametes and B gametes, the numerical ratio of these resulting zygotes to each other will be
1 AA : 2 AB : 1 BB.
We have seen that Mendel makes no prediction as to the outward and visible characters of AB, but only as to the essential constitution and statistical condition of its gametes in regard to the characters A and B. Nevertheless in a large number of cases the character of AB is known to fall into one of three categories (omitting mosaics).
(1) The cross-bred may almost always resemble one of its pure parents so closely as to be practically indistinguishable from that pure form, as in the case of the yellow cotyledon-colour of certain varieties of peas when crossed with green-cotyledoned varieties; in which case the parental character, yellow, thus manifested by the cross-bred is called “dominant” and the parental character, green, not manifested, is called recessive.
(2) The cross-bred may present some condition intermediate between the two parental forms, in which case we may still retain the term “blend” as applied to the zygote.
Such an “intermediate” may be the apparent mean between the two parental forms or be nearer to one or other in any degree. Such a case is that of a cross between a rich crimson Magenta Chinese Primrose and a clear White, giving a flower of a colour appropriately described as a “washy” magenta.
(3) The cross-bred may present some form quite different from that of either pure parent. Though, as has been stated, nothing can be predicted of an unknown case, we already know a considerable number of examples of this nature in which the mule-form approaches sometimes with great accuracy to that of a putative ancestor, near or remote. It is scarcely possible to doubt that several--though perhaps not all--of Darwin’s “reversions on crossing” were of this nature.
Such a case is that of the “wild grey mouse” produced by the union of an albino tame mouse and a piebald Japanese mouse. These “reversionary” mice bred together produce the parental tame types, some other types, and “reversionary” mice again.
From what has been said it will now be clear that the applicability of the Mendelian hypothesis has, intrinsically, nothing whatever to do with the question of the inheritance being blended or alternative. In fact, as soon as the relation of zygote characters to gamete characters is appreciated, it is difficult to see any reason for supposing that the manifestation of characters seen in the zygotes should give any indication as to their mode of allotment among the gametes.
On a previous occasion I pointed out that the terms “Heredity” and “Inheritance” are founded on a misapplication of metaphor, and in the light of our present knowledge it is becoming clearer that the ideas of “transmission” of a character by parent to offspring, or of there being any “contribution” made by an ancestor to its posterity, must only be admitted under the strictest reserve, and merely as descriptive terms.
We are now presented with some entirely new conceptions:--
(1) The purity of the gametes in regard to certain characters.
(2) The distinction of all zygotes according as they are or are not formed by the union of like or unlike gametes. In the former case, apart from Variation, they breed true when mated with their like; in the latter case their offspring, collectively, will be heterogeneous.
(3) If the zygote be formed by the union of dissimilar gametes, we may meet the phenomenon of (a) dominant and recessive characters; (b) a blend form; (c) a form distinct from either parent, often reversionary.
But there are additional and even more significant deductions from the facts. We have seen that the gametes are differentiated in respect of pure characters. Of these pure characters there may conceivably be any number associated together in one organism. In the pea Mendel detected at least seven--not all seen by him combined in the same plant, but there is every likelihood that they are all capable of being thus combined.
Each such character, which is capable of being dissociated or replaced by its contrary, must henceforth be conceived of as a distinct unit-character; and as we know that the several unit-characters are of such a nature that any one of them is capable of independently displacing or being displaced by one or more alternative characters taken singly, we may recognize this fact by naming such unit-characters allelomorphs. So far, we know very little of any allelomorphs existing otherwise than as pairs of contraries, but this is probably merely due to experimental limitations and the rudimentary state of our knowledge.
In one case (combs of fowls) we know three characters, pea comb, rose comb and single comb; of which pea and single, or rose and single, behave towards each other as a pair of allelomorphs, but of the behaviour of pea and rose towards each other we know as yet nothing.
We have no reason as yet for affirming that any phenomenon properly described as displacement of one allelomorph by another occurs, though the metaphor may be a useful one. In all cases where dominance has been perceived, we can affirm that the members of the allelomorphic pair stand to each other in a relation the nature of which we are as yet wholly unable to apprehend or illustrate.
To the new conceptions already enumerated we may therefore add
(4) Unit-characters of which some, when once arisen by Variation, are alternative to each other in the constitution of the gametes, according to a definite system.
From the relations subsisting between these characters, it follows that as each zygotic union of allelomorphs is resolved on the formation of the gametes, no zygote can give rise to gametes collectively representing more than two characters allelomorphic to each other, apart from new variation.
From the fact of the existence of the interchangeable characters we must, for purposes of treatment, and to complete the possibilities, necessarily form the conception of an irresoluble base, though whether such a conception has any objective reality we have no means as yet of determining.
We have now seen that when the varieties A and B are crossed together, the heterozygote, AB, produces gametes bearing the pure A character and the pure B character. In such a case we speak of such characters as simple allelomorphs. In many cases however a more complex phenomenon happens. The character brought in on fertilisation by one or other parent may be of such a nature that when the zygote, AB, forms its gametes, these are not individually bearers merely of A and B, but of a number of characters themselves again integral, which in, say A, behaved as one character so long as its gametes united in fertilisation with others like themselves, but on cross-fertilisation are resolved and redistributed among the gametes produced by the cross-bred zygote.
In such a case we call the character A a compound allelomorph, and we can speak of the integral characters which constitute it as hypallelomorphs. We ought to write the heterozygote (A A′ A″ ...) B and the gametes produced by it may be of the form A, A′, A″, A‴,... B. Or the resolution may be incomplete in various degrees, as we already suspect from certain instances; in which case we may have gametes A, A′ A″, A‴ A″″, A′ A″ A^v,... B, and so on. Each of these may meet a similar or a dissimilar gamete in fertilisation, forming either a homozygote, or a heterozygote with its distinct properties.
In the case of compound allelomorphs we know as yet nothing of the statistical relations of the several gametes.
Thus we have the conception
(5) of a Compound character, borne by one gamete, transmitted entire as a single character so long as fertilisation only occurs between like gametes, or is, in other words, “symmetrical,” but if fertilisation take place with a dissimilar gamete (or possibly by other causes), resolved into integral constituent characters, each separately transmissible.
Next, as, by the union of the gametes bearing the various hypallelomorphs with other such gametes, or with gametes bearing simple allelomorphs, in fertilisation, a number of new zygotes will be formed, such as may not have been seen before in the breed: these will inevitably be spoken of as varieties; and it is difficult not to extend the idea of variation to them. To distinguish these from other variations--which there must surely be--we may call them
(6) Analytical variations in contradistinction to
(7) Synthetical variations, occurring not by the separation of pre-existing constituent-characters but by the addition of new characters.
Lastly, it is impossible to be presented with the fact that in Mendelian cases the cross-bred produces on an average equal numbers of gametes of each kind, that is to say, a symmetrical result, without suspecting that this fact must correspond with some symmetrical figure of distribution of those gametes in the cell-divisions by which they are produced.
At the present time these are the main conceptions--though by no means all--arising directly from Mendel’s work. The first six are all more or less clearly embodied by him, though not in every case developed in accordance with modern knowledge. The seventh is not a Mendelian conception, but the facts before us justify its inclusion in the above list though for the present it is little more than a mere surmise.
In Mendelian cases it will now be perceived that all the zygotes composing the population consist of a limited number of possible types, each of definite constitution, bearing gametes also of a limited and definite number of types, and definite constitution in respect of pre-existing characters. It is now evident that in such cases each several progenitor need not be brought to account in reckoning the probable characters of each descendant; for the gametes of cross-breds are differentiated at each successive generation, some parental (Mendelian) characters being left out in the composition of each gamete produced by a zygote arising by the union of bearers of opposite allelomorphs.
When from these considerations we return to the phenomena comprised in the Law of Ancestral Heredity, what certainty have we that the same conceptions are not applicable there also?
It has now been shown that the question whether in the cross-bred zygotes in general the characters blend or are mutually exclusive is an entirely subordinate one, and distinctions with regard to the essential nature of heredity based on these circumstances become irrelevant.
In the case of a population presenting continuous variation in regard to say, stature, it is easy to see how purity of the gametes in respect of any intensities of that character might not in ordinary circumstances be capable of detection. There are doubtless more than two pure gametic forms of this character, but there may quite conceivably be six or eight. When it is remembered that each heterozygous combination of any two may have its own appropriate stature, and that such a character is distinctly dependent on external conditions, the mere fact that the observed curves of stature give “chance distributions” is not surprising and may still be compatible with purity of gametes in respect of certain pure types. In peas (P. sativum), for example, from Mendel’s work we know that the tall forms and the extreme dwarf forms exhibit gametic purity. I have seen at Messrs Sutton’s strong evidence of the same nature in the case of the tall Sweet Pea (Lathyrus odoratus) and the dwarf or procumbent “Cupid” form.
But in the case of the Sweet Pea we know at least one pure form of definitely intermediate height, and in the case of P. sativum there are many. When the extreme types breed together it will be remembered the heterozygote commonly exceeds the taller in height. In the next generation, since there is, in the case of extremes, so much margin between the types of the two pure forms, the return of the offspring to the three forms of which two are homozygous and one heterozygous is clearly perceptible.
If however instead of pure extreme varieties we were to take a pair of varieties differing normally by only a foot or two, we might, owing to the masking effects of conditions, &c., have great difficulty in distinguishing the three forms in the second generation. There would besides be twice as many heterozygous individuals as homozygous individuals of each kind, giving a symmetrical distribution of heights, and who might not--in pre-Mendelian days--have accepted such evidence--made still less clear by influence of conditions--as proof of Continuous Variation both of zygotes and gametes?
Suppose, then, that instead of two pure types, we had six or eight breeding together, each pair forming their own heterozygote, there would be a very remote chance of such purity or fixity of type whether of gamete or zygote being detected.
Dominance, as we have seen, is merely a phenomenon incidental to specific cases, between which no other common property has yet been perceived. In the phenomena of blended inheritance we clearly have no dominance. In the cases of alternative inheritance studied by Galton and Pearson there is evidently no universal dominance. From the tables of Basset hound pedigrees there is clearly no definite dominance of either of the coat-colours. In the case of eye-colour the published tables do not, so far as I have discovered, furnish the material for a decision, though it is scarcely possible the phenomenon, even if only occasional, could have been overlooked. We must take it, then, there is no sensible dominance in these cases; but whether there is or is not sensible gametic purity is an altogether different question, which, so far as I can judge, is as yet untouched. It may perfectly well be that we shall be compelled to recognize that in many cases there is no such purity, and that the characters may be carried by the gametes in any proportion from zero to totality, just as some substances may be carried in a solution in any proportion from zero to saturation without discontinuous change of properties. That this will be found true in some cases is, on any hypothesis, certain; but to prove the fact for any given case will be an exceedingly difficult operation, and I scarcely think it has been yet carried through in such a way as to leave no room for doubt.
Conversely, the absolute and universal purity of the gametes has certainly not yet been determined for any case; not even in those cases where it looks most likely that such universal purity exists. Impairment of such purity we may conceive either to occur in the form of mosaic gametes, or of gametes with blended properties. On analogy and from direct evidence we have every right to believe that gametes of both these classes may occur in rare and exceptional cases, of as yet unexplored nature, but such a phenomenon will not diminish the significance of observed purity.
We have now seen the essential nature of the Mendelian principles and are able to appreciate the exact relation in which they stand to the group of cases included in the Law of Ancestral Heredity. In seeking any general indication as to the common properties of the phenomena which are already known to obey Mendelian principles we can as yet point to none, and whether some such common features exist or not is unknown.
There is however one group of cases, definite though as yet not numerous, where we know that the Mendelian principles do not apply. These are the phenomena upon which Mendel touches in his brief paper on Hieracium. As he there states, the hybrids, if they are fertile at all, produce offspring like themselves, not like their parents. In further illustration of this phenomenon he cites Wichura’s Salix hybrids. Perhaps some dozen other such illustrations could be given which rest on good evidence. To these cases the Mendelian principle will in nowise apply, nor is it easy to conceive any modification of the law of ancestral heredity which can express them. There the matter at present rests. Among these cases, however, we perceive several more or less common features. They are often, though not always, hybrids between forms differing in many characters. The first cross frequently is not the exact intermediate between the two parental types, but may as in the few Hieracium cases be irregular in this respect. There is often some degree of sterility. In the absence of fuller and statistical knowledge of such cases further discussion is impossible.
Another class of cases, untouched by any hypothesis of heredity yet propounded, is that of the false hybrids of Millardet, where we have fertilisation without transmission of one or several parental characters. In these not only does the first cross show, in some respect, the character or characters of one parent only, but in its posterity no reappearance of the lost character or characters is observed. The nature of such cases is still quite obscure, but we have to suppose that the allelomorph of one gamete only developes after fertilisation to the exclusion of the corresponding allelomorph of the other gamete, much--if the crudity of the comparison may be pardoned--as occurs on the female side in parthenogenesis without fertilisation at all.
To these as yet altogether unconformable cases we can scarcely doubt that further experiment will add many more. Indeed we already have tolerably clear evidence that many phenomena of inheritance are of a much higher order of complexity. When the paper on Pisum was written Mendel apparently inclined to the view that with modifications his law might be found to include all the phenomena of hybridisation, but in the brief subsequent paper on Hieracium he clearly recognized the existence of cases of a different nature. Those who read that contribution will be interested to see that he lays down a principle which may be extended from hybridisation to heredity in general, that the laws of each new case must be determined by separate experiment.
As regards the Mendelian principles, which it is the chief aim of this introduction to present clearly before the reader, a professed student of variation will easily be able to fill in the outline now indicated, and to illustrate the various conceptions from phenomena already familiar. To do this is beyond the scope of this short sketch. But enough perhaps has now been said to show that by the application of those principles we are enabled to reach and deal in a comprehensive manner with phenomena of a fundamental nature, lying at the very root of all conceptions not merely of the physiology of reproduction and heredity, but even of the essential nature of living organisms; and I think that I used no extravagant words when, in introducing Mendel’s work to the notice of readers of the Royal Horticultural Society’s Journal, I ventured to declare that his experiments are worthy to rank with those which laid the foundation of the Atomic laws of Chemistry.
As some biographical particulars of this remarkable investigator will be welcome, I give the following brief notice, first published by Dr Correns on the authority of Dr von Schanz: Gregor Johann Mendel was born on July 22, 1822, at Heinzendorf bei Odrau, in Austrian Silesia. He was the son of well-to-do peasants. In 1843 he entered as a novice the “Königinkloster,” an Augustinian foundation in Altbrünn. In 1847 he was ordained priest. From 1851 to 1853 he studied physics and natural science at Vienna. Thence he returned to his cloister and became a teacher in the Realschule at Brünn. Subsequently he was made Abbot, and died January 6, 1884. The experiments described in his papers were carried out in the garden of his Cloister. Besides the two papers on hybridisation, dealing respectively with Pisum and Hieracium, Mendel contributed two brief notes to the Verh. Zool. bot. Verein, Wien, on Scopolia margaritalis (1853, III., p. 116) and on Bruchus pisi (ibid. 1854, IV., p. 27). In these papers he speaks of himself as a pupil of Kollar.
Mendel published in the Brünn journal statistical observations of a meteorological character, but, so far as I am aware, no others relating to natural history. Dr Correns tells me that in the latter part of his life he engaged in the Ultramontane Controversy. He was for a time President of the Brünn Society.
For the photograph of Mendel which forms the frontispiece to this work, I am indebted to the Very Rev. Dr Janeischek, the present Abbot of Brünn, who most kindly supplied it for this purpose.
So far as I have discovered there was, up to 1900, only one reference to Mendel’s observations in scientific literature, namely that of Focke, Pflanzenmischlinge, 1881, p. 109, where it is simply stated that Mendel’s numerous experiments on Pisum gave results similar to those obtained by Knight, but that he believed he had found constant numerical ratios among the types produced by hybridisation. In the same work a similar brief reference is made to the paper on Hieracium.
It may seem surprising that a work of such importance should so long have failed to find recognition and to become current in the world of science. It is true that the journal in which it appeared is scarce, but this circumstance has seldom long delayed general recognition. The cause is unquestionably to be found in that neglect of the experimental study of the problem of Species which supervened on the general acceptance of the Darwinian doctrines. The problem of Species, as Kölreuter, Gärtner, Naudin, Wichura, and the other hybridists of the middle of the nineteenth century conceived it, attracted thenceforth no workers. The question, it was imagined, had been answered and the debate ended. No one felt much interest in the matter. A host of other lines of work were suddenly opened up, and in 1865 the more original investigators naturally found those new methods of research more attractive than the tedious observations of the hybridisers, whose inquiries were supposed, moreover, to have led to no definite result.
Nevertheless the total neglect of such a discovery is not easy to account for. Those who are acquainted with the literature of this branch of inquiry will know that the French Academy offered a prize in 1861 to be awarded in 1862 on the subject “Étudier les Hybrides végétaux au point de vue de leur fécondité et de la perpétuité de leurs caractères.” This subject was doubtless chosen with reference to the experiments of Godron of Nancy and Naudin, then of Paris. Both these naturalists competed, and the accounts of the work of Godron on Datura and of Naudin on a number of species were published in the years 1864 and 1865 respectively. Both, especially the latter, are works of high consequence in the history of the science of heredity. In the latter paper Naudin clearly enuntiated what we shall henceforth know as the Mendelian conception of the dissociation of characters of cross-breds in the formation of the germ-cells, though apparently he never developed this conception.
In the year 1864, George Bentham, then President of the Linnean Society, took these treatises as the subject of his address to the Anniversary meeting on the 24 May, Naudin’s work being known to him from an abstract, the full paper having not yet appeared. Referring to the hypothesis of dissociation which he fully described, he said that it appeared to be new and well supported, but required much more confirmation before it could be held as proven. (J. Linn. Soc., Bot., VIII., Proc., p. XIV.)
In 1865, the year of Mendel’s communication to the Brünn Society, appeared Wichura’s famous treatise on his experiments with Salix to which Mendel refers. There are passages in this memoir which come very near Mendel’s principles, but it is evident from the plan of his experiments that Mendel had conceived the whole of his ideas before that date.
In 1868 appeared the first edition of Darwin’s Animals and Plants, marking the very zenith of these studies, and thenceforth the decline in the experimental investigation of Evolution and the problem of Species has been steady. With the rediscovery and confirmation of Mendel’s work by de Vries, Correns and Tschermak in 1900 a new era begins.
That Mendel’s work, appearing as it did, at a moment when several naturalists of the first rank were still occupied with these problems, should have passed wholly unnoticed, will always remain inexplicable, the more so as the Brünn Society exchanged its publications with most of the Academies of Europe, including both the Royal and Linnean Societies.
Naudin’s views were well known to Darwin and are discussed in Animals and Plants (ed. 1885, II., p. 23); but, put forward as they were without full proof, they could not command universal credence. Gärtner, too, had adopted opposite views; and Wichura, working with cases of another order, had proved the fact that some hybrids breed true. Consequently it is not to be wondered at that Darwin was sceptical. Moreover, the Mendelian idea of the “hybrid-character,” or heterozygous form, was unknown to him, a conception without which the hypothesis of dissociation of characters is quite imperfect.
Had Mendel’s work come into the hands of Darwin, it is not too much to say that the history of the development of evolutionary philosophy would have been very different from that which we have witnessed.
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