“On May 24th we found a mature female and placed her in one of the larger boxes, and the next day we put a male in with her. He saw her as she stood perfectly still, twelve inches away; the glance seemed to excite him and he at once moved toward her; when some four inches from her he stood still and then began the most remarkable performances that an amorous male could offer to an admiring female. She eyed him eagerly, changing her position from time to time so that he might be always in view. He, raising his whole body on one side by straightening out the legs, and lowering it on the other by folding the first two pairs of legs up and under, leaned so far over as to be in danger of losing his balance, which he only maintained by sidling rapidly toward the lowered side. The palpus, too, on this side was turned back to correspond to the direction of the legs nearest it. (Fig. 13.) He moved in a semi-circle for about two inches and then instantly reversed the position of the legs and circled in the opposite direction, gradually approaching nearer and nearer to the female. Now she dashes toward him, while he, raising his first pair of legs, extends them upward and forward as if to hold her off, but withal slowly retreats. Again and again he circles from side to side, she gazing toward him in a softer mood, evidently admiring the grace of his antics. This is repeated until we have counted 111 circles made by the ardent little male. Now he approaches nearer and nearer and when almost within reach whirls madly around and around her, she joining and whirling with him in a giddy maze. Again he falls back and resumes his semi-circular motions, with his body tilted over; she, all excitement, lowers her head and raises her body so that it is almost vertical; both draw nearer; she moves slowly under him, he crawling over her head, and the mating is accomplished.
“After they have paired once, the preliminary courtship is not so long. When this same pair mated a second time, there was no whirling movement, nor did the female lift her body, as at first.” (pp. 37-38).[10]
The courtship of another species, Dendryphantes capitatus, in which the sexes are entirely different, is described as follows:
“The males of capitatus are very quarrelsome, sparring whenever they meet, chasing each other about, and sometimes clinching. It is a very abundant spider with us, so that we often put eight or ten males into a box to see them fight. It seemed cruel sport at first, but it was soon apparent that they were very prudent little fellows, and were fully conscious that ‘he who fights and runs away will live to fight another day.’ In fact, after two weeks of hard fighting we were unable to discover one wounded warrior. When the males are approaching each other, they hold the first legs up in a vertical direction. Sometimes they drop the body on to one side as they jump about each other. These movement are very quick, and they are always ready for a passage at arms. When courting the females they have another movement. They approach her rapidly until within two to five inches, when they stop and extend the first legs directly forward, close to the ground, the legs being slightly curved with the tips turned up. (Fig. 18). Whether it be intentional or not, this position serves admirably to expose the whole of the bronze and white face to the attentive female, who watches him closely from a little distance. (Fig. 19.) The males also give their palpi a circular movement, much as a person does when washing his hands. As he grows more excited, he lies down on one side with his legs still extended. These antics are repeated for a very long time, often for hours, when at last the female, either won by his beauty or worn out by his persistence, accepts his addresses.” (Pp. 45, 46.)
In another species, Dendryphantes elegans, both sexes are brilliantly colored.
“The male is covered with iridescent scales, his general color being green; in the female the coloring is dark, but iridescent, and in certain lights has lovely rosy tints. In the sunlight both shine with the metallic splendor of hummingbirds. The male alone has a superciliary fringe of hairs on either side of his head, his first legs being also longer and more adorned than those of his mate. The female is much larger, and her loveliness is accompanied by an extreme irritability of temper which the male seems to regard as a constant menace to his safety, but his eagerness being great, and his manners devoted and tender, he gradually overcomes her opposition. Her change of mood is only brought about after much patient courting on his part. While from three to five inches distant from her he begins to wave his plumy first legs in a way that reminds one of a wind-mill. She eyes him fiercely and he keeps at a proper distance for a long time. If he comes close she dashes at him and he quickly retreats. Sometimes he becomes bolder and when within an inch, pauses, with the first legs outstretched before him, not raised as is common in other species; the palpi also are held stiffly out in front with the points together. Again she drives him off, and so the play continues. Now the male grows excited as he approaches her, and while still several inches away whirls completely around and around; pausing, he runs closer and begins to make his abdomen quiver as he stands on tip-toe in front of her. Prancing from side to side, he grows bolder and bolder, while she seems less fierce, and yielding to the excitement lifts up her magnificently iridescent abdomen, holding it at one time vertically and at another sideways to him. She no longer rushes at him, but retreats a little as he approaches. At last he comes close to her, lying flat, with his first legs stretched out and quivering. With the tips of his front legs he gently pats her; this seems to arouse the old demon of resistance, and she drives him back. Again and again he pats her with a caressing movement, gradually creeping nearer and nearer, which she now permits without resistance until he crawls over her head to her abdomen, far enough to reach the epigynum with his palpus”. (Pp. 46-47.)
If we lay no emphasis on the implied emotional elements in the behavior of the spiders in this description—terms of emotion borrowed direct from human psychology—there still remain the several types of apparently significant reactions associated with courtship. The statements leave no room for doubt that vision plays an important rôle in the complex reflexes that lead gradually to successful mating. The Peckhams insist that the display of the male is always of a kind to bring before the female the special adornments of the male in whatever part of the body they may lie. The chance of subjective interpretation here is so great that unless the results are carefully checked up by studies of the attitudes assumed by males in species in which the males are without ornament, their interpretation must be taken with the greatest reserve. Assigning, as our authors do, so much by gratuitous implication to the emotional side of the picture prejudices one, perhaps too greatly, against accepting a special (even an implied intentional) exhibition of the specially ornamented parts. On the other hand, if it be conceded that the conspicuousness of the male is an element in the reaction, the very special adornments visible from the front might be supposed to enhance the effect produced in the female. Similar displays of special ornamentation in the male have been described both for birds and insects, but here, too, the question has been raised as to whether such exhibitions are more than an accidental accompaniment of the posturing of the male, for the same kind of behavior is known to occur in other cases where the male is unornamented and resembles the female. Had such a male special ornamentation it would no doubt appear to us that his behavior was “calculated” to display his ornaments.
Dr. and Mrs. Peckham point out that their observations are entirely inconsistent with Wallace’s interpretation of the origin of secondary sexual characters. They find no evidence in favor of his view that the male possesses greater “vital activity.” On the contrary, the female is the more active and pugnacious of the two. They also object to Wallace’s statement of a total absence of any evidence that the female notices the display of the male. In spiders the females “observe” the males with close attention during their courtship. They point out also that, in spiders at least, as the female gradually becomes adult, a male if preferred will have a chance of mating with several females, “and as the mating season lasts for two or three weeks the more brilliant males may easily be selected again and again.” In regard to Wallace’s argument as to the distribution of accessory plumes in humming birds, the Peckhams point out that—
“The pectoral muscles reach their highest development in the hummingbirds, the diurnal birds of prey, and the swallows, and we may, therefore, fairly use these groups to test Mr. Wallace’s explanation of breast plumes. In the swallows and birds of prey we find no such appendages, in spite of their further claim to them, on the ground of great vigor and activity. As to the humming-birds, we find in the genus Aglæactis six species with more or less developed breast-plumes, which are also found in nine other species, scattered through different genera—in all, only fifteen species out of four hundred and twenty-six; while we find in fifty-six species the lengthened and modified tail-feathers, which, according to Mr. Wallace’s view, should be peculiar to the Gallinaceæ.
“Again, there are elongated feathers from the throat or from the side of the neck in thirty-five species, while seventeen have crests from the top of the head, and seventeen, downy puffs from the tarsi.”[11]
From this brief survey of the family we see that, contrary to what we should expect from Mr. Wallace’s theory, although the breast muscles are the seat of the highest activity, breast plumes are the least frequent of all the forms of ornamental plumage.
“We may fairly say, then, that the humming-birds completely refute the proposition that there is any relation between the development of color and accessory plumes and ‘surfaces where muscular and nervous development is considerable.’”[12]
What is true for birds is even more obvious for spiders where the special ornaments are not confined to parts of the body with high muscular development, etc. The writers make the very pertinent criticism that while Wallace objects to assuming the emotional states in females, he is less careful in regard to the males’ emotions when he speaks of the display “under the influence of jealousy or sexual excitement.... The males, in their rivalry with each other, would see what plumes were most effective; and each would endeavor to excel his enemy as far as voluntary exertion would enable him.”[13]
“If the males have so complex an emotion as jealousy, and further, if they are conscious of the value of the plumes, may it not be asked why the female is unable to ‘see what plumes are most effective?’ The mental state in the male is without meaning unless we suppose the female to be affected and pleased.” (Peckham, loc. cit., p. 144.)
In regard to another interpretation of the courtship, the Peckhams point out:
“Mr. Pocock has suggested that the attitude of observant interest on the part of the female spider might be taken to indicate that she was preparing to spring upon her mate and devour him; or that it might simply mean that she was warily guarding herself from his approach. Neither of these suppositions is admissible. In some species the male is not attacked by the female, and when she does wish, as frequently happens, either to avoid or to destroy him, her attitude is totally different. In the former case she turns about and runs rapidly away, or suspends herself by a thread of web. In the second, there is a contraction of all the muscles, the legs are drawn together, and in this crouching position she creeps slowly toward him, as she might if he were a fly, only with something more malignant in her aspect. When she takes this stand the male incontinently flees. When, on the contrary, the female is interested in the male display, she seems perfectly absorbed in watching him, the muscles are all relaxed, unconscious of herself she directs her glance now here, now there, as he moves about; as he continues his mad antics, her appearance gives every indication of pleasurable excitement, and as he comes closer and closer, she yields herself to the impulses which he has awakened in her, and, as in pulex, joins in his dance and whirls around and around as though intoxicated. We claim, then, to have completely answered Mr. Wallace’s first objection.” (Peckham, loc. cit., pp. 145, 146.)
Finally, in regard to the specific character of the display of the males, the Peckhams make the following significant statement:
“The spider has four pairs of legs, and all are equally available for display or locomotion, and since all the movements are slow and on the ground they are entirely open to observation and study, and we are thus in a position to decide by facts whether their activity is simply an outlet for superfluous energy, and therefore meaningless, or whether there is a purpose in it. If the purpose of the antics is only to let off energy, then we should expect one pair to be flourished around quite as often as another, and that the pair flourished should as frequently be one that was not ornamented as one that was; and, moreover, their movements ought not to be of such a nature as to display the color or ornament, more frequently than the law of chance would explain. If the spider almost always moves the ornamented legs, and in such a way, too, as to bring out their beauty, it would seem to us, to say the least, highly improbable that the dance of the spider was merely a meaningless overflow of surplus energy. Such an explanation leaves much that needs explanation. The facts are, that the best foot is put forward; and this is just what Darwin’s theory requires and explains. Under Mr. Wallace’s view the facts are inexplicable. The better to show that these movements are not simply meaningless outlets of high vigor, we illustrate the several positions by figures taken from nature (figs. 7-12). The figures would seem to prove that the legs that are ornamented or contrasted in color are also the legs that are usually flourished; that where none of the legs have special ornament, then all are used; or, as sometimes happens, when an unornamented leg is used the movements are of such a character as to display some ornament that would otherwise have been more or less hidden from the female.” (Peckham, loc. cit., p. 147.)
In the tarantula, Petrunkewitsch finds that sight plays no rôle in mating—that it is due entirely to accidental contact between the male and female. Here the sexes are closely alike, except for a pair of hooks on the front legs of the male, by means of which he grasps the mandibles of the female, holding them during the elaborate process of transference to her genital opening the sperm that he has already collected in the genital spoon on his palpi. The hooks serve to guard the male against injury or death, while at the same time they aid him in the act of coitus.
In a common spider, Mœvia villata, two kinds of males exist. Both have been seen to mate with the same female. No preference is given to either type. The difference between them, according to Painter, is connected with or caused by an additional pair of chromosomes in the gray male. The two types may therefore have no connection with sexual selection, but be directly due to a difference in the chromosome group.
Montgomery, who made observations on the courting habits of several species of spiders, states that his “general theoretical conclusions were quite different from those of the Peckhams.” It turns out, however, that his objection to their view is based entirely on their assumption that the male is conscious of his display and that the female is guided by an esthetic sense in selecting the more beautiful male. It should be pointed out that even after the removal of these gratuitous assumptions as to the cause of the evolution of the male and female, enough still remains in Montgomery’s own observations to include his results on courtship under Darwin’s theory of sexual selection. For example, Montgomery says:
“The adult male is excited simultaneously by fear of and desire for the female, and his courtship motions are for the most part exaggerations of ordinary motions of fear and timidity. By such motions he advertises himself to the female as a male, but there is no proof that he consciously seeks to arouse her eagerness by esthetic display—there seems to be no good reason to hold that the female is actuated in her choice by sensations of beauty.... Thus my opinion was opposed to Darwin’s theory.”
Now, it is obvious that if a more brightly colored male has a better chance of “advertising himself” to the female all the essential requirements of Darwin’s theory are fulfilled, regardless of whether the male is conscious of his ornamentation or the female makes use of an “esthetic sense.” In another passage (p. 173) Montgomery concedes all that any modern critical advocate of Darwin’s theory is likely to ask:
“We have previously seen that conscious aesthetic choice by the female probably does not account for such male characters [secondary sexual characters with their ‘conspicuous color markings’]; that they are accordingly, probably not due to sexual selection. These characters of the males may be most readily explained as being conceived by simple natural selection. Peculiar ornamentation would be selected because unusually greater sex recognition therefore prompted mating.”
It is evident that Montgomery has only shifted the situation, although to advantage, I think, but is essentially in accord with Darwin’s theory of sexual selection, despite his protest to the contrary. The difference lies in Darwin’s and especially in the Peckhams’ use of the term “choice,” “aesthetic sense,” etc., to stand for the fact that the female more promptly mates (as Montgomery prefers to put it) with a male peculiarly ornamental.
The most critical observations on sexual selection that have been made in the group of insects are those by Sturtevant on the pomace fly. The courtship is described as follows:
“The first and most noticeable act in courtship occurs when the male, being near the female, extends one wing at about right angles to his body, and vibrates it for a few seconds. The wing is then returned to the normal position and the process is repeated, usually with the other wing. But between times there is a scissors-like movement of the wings repeated several times. This vibrating of the wings is often repeated many times, and may be done in any position relative to the female, though the male always faces her. Usually, in fact, he swings quickly around her in a semicircle once, or oftener, during the process. Soon the male begins to protrude his genitalia and, if the female remains quiet, to lick her posterior end. Some white matter now protrudes from her ovipositor, and other males in the same vial are usually observed to become excited now and begin courting, indicating odor as a cause of sexual excitement. If the female runs or flies away the male is excited, moves his wings jerkily, and walks around rapidly, but seems unable to follow the female accurately or to locate her quickly. The penis is directed forward by bending up the abdomen underneath, towards the thorax, and is jerked toward the female (the male always standing facing her at this stage), but not always toward her genitalia, as I have seen it strike her in the eye. (The male in this case, however, had white eyes, and so was perhaps blind. Normally the aim is accurate.) If it does strike the mark the male mounts on the female’s back, between her wings. Mounting never takes place until after the actual copulation has occurred, in which respect Drosophila differs from some related flies (e. g., Muscidæ, Anthomyidæ, Sepsidæ, Borboridæ, and Ephydrichæ, so far as my observations go). In these forms the male flies and lights on the female, after which copulation may or may not take place, probably depending upon the way the female responds.”[14]
To test whether the wings have any significance in courtship, the wings of a male were clipped off and he was put into competition with a normal male of the same stock, age, and size. A virgin female sexually mature was given to these two males. The normal male mated 72 times before the other, the clipped male 53 times. It might appear that the female selected the normal male in preference to the clipped one, or possibly that the male with normal wings drove the other male away. That the operation on the wings may have an influence on the male himself is shown in McEwen’s results. He found that clipped males lost their heliotropism. It was also possible that the courtship of the normal male might make the female ready to copulate and then she would mate with either male. Sturtevant tested the last supposition by placing single pairs in vials, testing each day an equal number of normal and clipped males. The length of time before copulation was noted. The clipped male began to court as soon as the normal, but a larger number of normal males mated in the first 12 minutes than clipped males (50 to 25). Had the females discriminated against the clipped males to an equal extent we would have expected a much greater excess than 72 to 53 when they were in competition. It appears, then, that the wings are useful in shortening the time between the meeting of the individuals and copulation. The display acts, however, almost as favorably for the other male as for the exhibitor himself. The results show, therefore, that here an esthetic sense of the female need not be postulated, for she actually shows little preference when she has been brought to the point of mating between the male that aroused her and the other male that did not. This critical test puts the problem in a different relation from that which Darwin’s theory of female choice was meant to throw light upon.
The reverse experiment—a clipped and a normal female of the same age, size, etc.—showed that the mate did not discriminate between them, for in 52 first trials the normal female was paired with 25 times, the clipped 27 times.
The genetic and operative evidence shows that there has been included under the general term “secondary sexual characters” a complex of cases that are the outcome of diverse physiological processes. Sex-linked and sex-limited characters have often been confused; some characters depend on the gonad; some of these involve the ovary, others the testes. Still other characters fall under none of these groups, but are the direct product of the male or female genetic constitution. It is not surprising, therefore, that theories proposed on the information derived from certain of these data are controverted by information derived from other data. The theory of sexual selection, in its attempt to bring all the facts under one point of view, has not escaped these difficulties, even although it may be said that neither natural selection nor sexual selection is concerned with the origin or even the kind of variations with which it works. Nevertheless, the latter theory, by ignoring the origin or the physiological process concerned in the production of secondary sexual characters, may make assumptions that are difficult to harmonize with the facts in the case, and we shall find several instances of this sort. For example, if the hen had selected the cock for his fine plumage (which, as we have seen, depends in part on autosomal genes producing their effect without the cooperation of the testes), she would be expected to endow herself with the same adornments (if her selection worked), unless her ovary were already producing some substance inimical to those that she is “calling forth” by selection of the male. The problem is evidently, then, more complex than appears on the surface, and is not so simple as it seemed when these essential facts were unknown or ignored.
In the case of other theories, such as those of Wallace and of Cunningham (that appeal more directly to the causes that are producing the variation out of which the secondary sexual characters are built up), the absence of information, physiological or genetic, has only too often given these writers the opportunity to speculate without the restraints which a more recent knowledge of the facts has imposed on us.
It is obvious from what we have learned that we shall have to proceed with more caution in disentangling the evidence before we can hope to “explain” it. Despite the meagerness of our present information, enough has been found out to indicate that we must be content for a while with tentative and partial explanations even in the best-known cases, and we must, I think, be prepared to admit that no one theory may be able to account for all of the secondary sexual differences that exist between the sexes.
The genetic evidence shows, in the case of cock-feathering versus hen-feathering in birds, that only one or two Mendelian factor differences are involved. The result may seem to mean that the secondary sexual characters themselves have been acquired historically by a single evolutionary step, and that in consequence the opportunity for selection to have accomplished such a result has been enormously facilitated. Such an argument rests, however, as we know to-day, on a false interpretation of Mendelian heredity. What the evidence really shows is that one or two genes if present cause the testes to produce some substance that prevents the cock-feathering from developing. The genetic complex may require a hundred or a thousand or more special factors that are directly and indirectly concerned with the development of the cock-feathering, but one or two other factors may suffice to block this machinery; or, to change the metaphor, these dominant factors may be no more than so much sand poured into the clock. The clock may have been slowly built up historically by many contributory “factors,” but a little sand may spoil its activity. Similarly in the hen something produced by the ovary prevents the fullest possible genetic action from taking place. Here at present we do not know whether a single factor or a hundred “special” factors are necessary to produce such an inhibition, but if, as one would like to suppose, it is the same or partly the same genes involved in the ovary, and in the testes of hen-feathered males, then a relatively few, one or two, factors will suffice to bar cock-feathering from the female.
In a case like the clover butterfly, where the genetic relations work out on the theory of one pair of factors that produce two types of females and one type of male, it seems more reasonable to infer that such a difference has not been slowly acquired by many smaller mutational changes, because the two types are not adapted to live under two different environments for which their differences fit them respectively, but to live in the same environment. It has never been claimed, so far as I know, that these two types of females have arisen through some males preferring one, some another kind of female, so that even although it may seem probable that the genetic situation is simple, the simplicity can not be turned to the advantage of the theory of sexual selection. It is unnecessary to discuss further the origin of the factor or factors suppressing the development of one type in the male or the probability of the multiplicity of such factors. In the case of such species as Papilio memnon and P. polytes, with three types of females, the situation is the same as above, with the addition of the theory of mimicry, that “explains” some advantage accruing to each type of female. Since the latter is only a form of natural selection, we are not further concerned with the change here. Punnett’s excellent treatment of the problems involved in his recent book on mimicry brings the subject down to date.
Meager as is the genetic and surgical evidence at present, it is enough to show that only by further work along these lines can we hope to lay a firm foundation for a scientific study of the subject. It is equally important that critical evidence be obtained in regard to the effect on the female of males of different types in competition. The instinctive reactions of animals in these respects, their first reaction, the associations that may or may not result, are practically an open field for investigation. The entire equipment of human psychology of the introspective school, that has been appealed to for help in a situation itself little understood, reads often more like fiction than like science.
So far as one branch of the subject goes—the possible interpretation of ornamentation in the male—there seem to be two ways at least in which the subject calls for immediate investigation: First, if it can be shown that, other things being equal, a more adorned male rouses the female to prompter mating, it may be inferred with some probability that in the long run such conduct would lead to the establishment of the more effective individual, but this would not be true unless the males mate, as a rule, more than once, for any advantage that might accrue to a more ornamented male would not affect the course of evolution of the species if every other male found a mate too. Second, if it could be shown that the special ornamentation of the male is only one of several effects of a gene whose main effect is in some other direction, then the advantage gained through natural selection in this other direction would carry in its wake the advance in ornamentation, and if the change affects one sex more than the other, owing to the difference in the genetic complex of the two sexes, it would be called a secondary sexual character.
Owing to the differences in the secondary sexual characters of different breeds of sheep, we have more genetic information about such characters in this group than in other groups of mammals. Fortunately, also, in some of the breeds both castration and ovariotomy have been performed, and consequently we are in position to utilize both sources of information for interpreting the situation. In certain breeds both males and females have horns (Dorsets), in which case the horns of the male are larger than those of the female. In other breeds neither males nor females have horns (Suffolks). In still other breeds the males have horns and the females are hornless (Merinos and Herdwicks). The clearest evidence that we have, both genetic and operative, is that obtained by Woods, as reported by Bateson, in which horned (Dorsets) and hornless (Suffolks) breeds were crossed. In the Dorsets, where both sexes have horns, those of the male are larger than those in the female. When the young male is castrated the horns develop, but only as far as in the female. It appears, therefore, that the presence of the testis, probably through some secretion from it, contributes to the development of the horns. The other race, the Suffolks, have no horns in either sex. Castration produces no change in their hornless condition.
When a Dorset ram is crossed to a Suffolk ewe the sons have horns, the daughters lack them. The reciprocal cross gives the same results. The factor or factors involved are therefore not sex-linked. When the F₁’s from the cross or from its reciprocal are inbred, four classes of offspring are produced, namely: Horned male, 3; hornless male, 1; horned female, 1; hornless female, 3. The ratios, as above, are approximately 3:1:1:3.
A simple Mendelian explanation covers the results. If we assume that the Dorsets, both male and female, are homozygous in a factor for horns, H, that is not in the sex chromosome, and that the Suffolks “lack this factor,” i. e., that they have an allelemorphic factor for hornlessness, the germ-cells are H-H and h-h, respectively. Only one kind of individual, Hh, results in F₁. Since the male with this formula develops horns, we must conclude that the presence of the testis (through its secretions) causes horns to develop, while in the female of this same composition horns are not produced because of the absence of the testes. The sex-cells in these F₁ individuals are H-h and H-h. Chance meeting of these gametes will give 3 classes of individuals, irrespective of sex, namely, (1) HH, (2) Hh, (1) hh. The expectation for the males is that those of the composition (1) HH and (2) Hh will develop horns, while those of the composition hh will not develop horns. There should be 3 horned to 1 hornless male. In the females we expect those with the composition (1) HH to develop horns, since they have the same formula as the pure Dorset; those with the formula Hh are not expected to develop horns, because the F₁ females of this composition do not have horns; those with the formula hh are not expected to develop horns, because they have the same composition as have the pure Suffolk. There should be 3 hornless to 1 horned female. Combining both sexes, the expectation for F₂ is 4 horned to 4 hornless. Arranged according to sex, these give the classes realized: Horned male, 3; hornless male, 1; horned female, 1; hornless female, 3. That this is the correct explanation is borne out by back-crossing the hornless F₁ female to a hornless Suffolk ram. The former has two kinds of gametes, H and h, the latter only gametes that bear the h factor. Half the sons should be horned, half hornless, because half of them are Hh and half hh. But none of the daughters should have horns, because neither the Hh nor the hh females produce horns. This is the result realized, viz, 3 hornless offspring to 1 horned.
The preceding account of the inheritance of the factor for horns is based on the combination of Dorsets and Suffolks used by Wood. That other conditions may exist in other breeds and even in races of the same breed is claimed by Arkell as a result of a large number of crosses that he has carried out. He states, for instance, that in the great Merino class, with its various sub-breeds, there are flocks in which the males only are horned, but even here there may be individual males that are hornless “and at times the females may also show some signs of horn growth.” In America, Arkell states, there are three types of Merinos—the American, the Delaine, and the Rambouillet. He quotes Plumb (Types and Breeds of Farm Animals, Boston, 1906) as stating that “the American Merino ram carries heavy, spirally twisted horns, but the ewes are hornless; ... that the rams of the National Standard or Victor-Beald Delaines may or may not have horns; that the Dickinson Delaines may have small horns, but a polled head is preferred,” etc. These conditions suggest that there may be more than a single factor for horns in sheep or that there may be modifying factors in certain breeds. In fact, Arkell and Davenport attempt to cover the results of Arkell’s experiments by assuming that there is an inhibiting factor for horns that is carried by the sex chromosome. Such an inhibitor (I) would be double in the XX female and single in the X male. It is assumed to be incapable of preventing the development of horns in the heterozygous Hh male, the inhibitor being there simplex (i.e., one I), while the double inhibitor is capable of preventing the horns in the heterozygous (Hh) condition, but not of preventing the development of horns when the homozygous (HH) condition occurs. There are several objections to this scheme: first, that there is no evidence that a sex-linked inhibitor is present that affects the hornless breeds, for the evidence indicates rather that there is no factor for horns present in them, at least in the Suffolks; second, the peculiar balance between the factors for horns and the inhibitor seems an extremely artificial statement. Arkell and Davenport intimate that races with horned males and hornless females do not exist in a pure state. That breeds impure in these respects may exist need not be denied, but that pure races for such a dimorphic condition do exist seems probable. Castle states, for instance, that he knows at first hand of such races of Merinos. Castle also states that castrated Merino rams in this race do not develop horns, and this result is in accordance with statements made by Marshall for Herdwicks (a race with horned males and hornless females). Under the circumstances it is certain that the presence of the testes is one of the factors in determining whether horns develop at all (as in Merinos), or in determining the extent to which they develop (as in the Dorsets), rather than that the difference between the sexes is due only to an inhibiting genetic factor. Nevertheless, it may be well to keep open the possibility that there may be different factors for horns in different races (allelomorphs or others), or conversely, that the genetic composition of the races is different, the factor for horns remaining the same, but producing a different effect.
It may be pointed out in passing that if, as Arkell assumes, the hornless races are due to the presence in them of an inhibitor for horns, the results can be worked out without postulating that the inhibitor is sex-linked. For example, if the hornless male and female be HHII and the horned male and female HHii, the F₁ horned males and hornless females will be HHIi. The germ-cells will be HI and Hi in each sex, which, by chance meeting, as shown below, gives the results obtained by Wood. Thus:
| HI | × | Hi.....female. |
| HI | Hi.....male. | |
| 1HIHI+2, HIHi+1, HiHi. | ||
These formulæ give 3 horned males, 1 hornless male, 1 horned female, 3 hornless females. This formulation, while appealing apparently to a different set of factors from those used by Arkell, is in reality the same in principle, since the heterozygous condition is here represented by Ii (instead of Hh) and sex determines that the heterozygous male is horned and the female hornless.
The genetic relations of the Merino with horned males and hornless females to the Dorsets, in which both sexes are horned (but in the male the horns are larger), must be different from the genetic relation in the other cross. There are two theoretical possibilities, viz., that a different factor for horns is present that is either an allelomorph or another different factor; or second, that a modifier is present in the Merino that keeps down the development of the horns in the female. An answer could be obtained by breeding Merinos to horned and to hornless and getting F₂ from both crosses. Arkell’s data is not sufficient to settle the question, because his numbers are often too small, but chiefly because it appears that there were two genetic types present in his flock of Merinos, one of which is characterized by scurs (very short horns) in the females, the other by hornlessness in the female. He found in a cross between a hornless father and Merino mother (that had knobs or scab-like growths) that the daughters had horns or scurs and carried a determiner for horns (as subsequent generations showed). On the other hand, in other cases where the Merino mother was without horns, her F₁ daughters had no horns. In both cases the F₁ sons had horns. Arkell cites this cross as “proving” that the knobs of Merino ewes depend for their development upon two horn determiners (H´H´). It is not at all evident that the results lead to such a conclusion, as other explanations will cover the case as well.
Arkell’s mating between Dorsets and Merinos (tables IX and XVI) corroborates his view “that the knob of the Merino female is represented in the germ-plasm by the double determiner.” The 5 F₁ sons had long horns, 3 F₁ daughters had horns present, and 2 had them absent (table XVI). If some of the Merino mothers used were homozygous for a factor that inhibits the development of horns in the female we can account for the hornless daughters, and if other mothers did not have this factor (or were heterozygous for it) we can account for the horned daughters. Evidently more evidence is needed. Arkell himself assigns a corresponding difference to the mothers in these cases, based on the observed fact that the mother that had knobs or scurs were the ones that gave birth to the horned daughters. If the above suggestion proves true, it shows that the Merino condition dominates the Dorset condition. The result is in harmony with the view that both have a common factor for horns, but that in addition the Merinos have a non-sex-linked modifier that holds down the development of the horns in the ewe.
What bearing have these results on the theory of sexual selection? Clearly the Merino male, as constituted at present, develops horns because he is a male, but only in the sense that his testes secrete some substance that makes his horns grow. That maleness does not in itself necessarily produce horn is shown by the absence of horns in the Suffolk breed. Is it the same factor, present in the Merino, that produces horns in both sexes of Dorsets when homozygous and in the male only when heterozygous? If originally the ancestral race had no horns, the appearance of factors for horns would, even in a heterozygous condition, have sufficed in the males for the development of horns. If this gave them any advantage either over the enemies of the race or in the eyes of the female, such factors might be perpetuated, and through transferrence to the females ultimately become homozygous in both sexes. Both would then have horns, whether horns were or were not of any advantage to the female, which would have them because they have an advantage to the other sex.
Because the genetic evidence shows that a single factor difference between the breeds with and without horns accounts for the horned condition in one of them, it by no means follows that horns as they exist arose as a single mutant factor change. True, they may have arisen as a new single factor difference, but the Mendelian evidence can not be claimed as evidence for this view. The a priori argument based on the relation of horns in an adaptive sense to the rest of the body would appear rather to indicate that they could not have arisen at a single mutational step.
Concerning the still broader bearing of this evidence on the theory of sexual selection, two distinct questions are involved: first, how has the present racial difference in horns arisen in domesticated sheep, and secondly, what was the original condition of sheep. Reversing the order of these questions, we find that sheep were domesticated in Asia and Europe before the dawn of history. “Whether our well-known and useful animal is derived from any one of the existing wild species, or from the crossing of several, or from some now extinct species, is quite a matter of conjecture” (Flower and Lydekker’s “Mammals”). Most of the wild species of the genus (of which about 12 are recognized) have horns in both sexes, but larger in the male. There are 3 wild species in which the horns are lacking in the female, according to Flower and Lydekker. If these have been crossed into the domesticated breeds the condition shown by the Merino may go back to the wild state. The third condition found in domesticated races, viz, hornlessness, may have appeared under domestication. Such a change might have arisen in either of the two other types and would be comparable to well-known losses of characters shown by domesticated animals and plants. These losses of characters are usually ascribed to actual losses of genes; any lost gene in the complex of factors necessary for the production of horns might cause such a change. But there is no advantage, in fact, in ascribing the loss in the character to a loss in one of the factors producing that character, for any change of any kind in the factor complex might bring about the same result and the evidence from multiple allelomorphs should put us on our guard against the all too easy assumption that a loss in a character involves necessarily loss of a factor in the real sense in which loss is used in ordinary speech.
The operative and genetic evidence for sheep shows that if the horns in the male were developed through natural or sexual selection we should expect them to develop also in the female. The greater development in the male seems to be due to secretions from the testes which probably are due to special factors that call them forth, but whether such factors were also acquired to reinforce the effects being produced through selection or were already present (reinforcement for horns being only a by-product of their activity) can not of course be known. We can suppose that special factors that suppress the development of horns in the female may have arisen in the wild or in the domesticated races and have been perpetuated because of some imagined benefit conferred; or that in certain races factors were already present that kept down the development of horns in the female. In any case such factors do not cause their effects through secretions from the ovary, because after ovariotomy horns do not develop; nor are they sex-linked factors. Any speculation as to how natural or sexual selection has brought about the evolution of the horns in sheep must reckon with the conditions imposed on such speculation by the preceding information. So far as I can see, it leaves the situation in this respect neither better nor worse off than before.
In deer the effects of castration are well known, but there is no genetic evidence to show the kind of factors involved, since no crosses have been made between species with differences in their horns. If the young male deer is castrated before the antlers have appeared, no horns develop. If castrated at the time when the antlers have begun to develop, incomplete or imperfect development follows. The antlers remain covered with the velvet, and are said not to be thrown off periodically as in the normal male. If the adult stag with antlers is castrated, the horns are precociously dropped, and, if replaced at all, the new antlers are imperfect and are not renewed. I do not know of any cases in which females have been spayed, but no doubt the ovaries must sometimes become diseased. There are, however, a few records of horns developing in this sex in old age, or presumably after disease of the ovaries. Both male and female reindeer are horned. Castration produces no effect on the development of the horns.
In the case of deer it is evident that the presence of the testes in the male causes the horns to develop. The genetic factor, or factors, for horns may be supposed to be carried by both sexes, but the effects of the factor can be seen only when the testes are present. In the reindeer and eland, on the other hand, the genetic factor for sex can produce horns without the need of the environment produced by the testes.[15] Whether we are dealing here with the same factor or whether the rest of the hereditary complex makes the result different can not be known without breeding experiments.
There is apparently a connection between the stage of development of the horns and the age of the animal, as the following statement by Yarrell[16] (1858) indicates: