INTRODUCTION.

The general idea which has instigated the researches described in the

present essay has already been expressed in the Preface, where it has

also been explained why the markings of caterpillars, and especially

those of the Sphinx-larvæ, were chosen for testing this idea.

The task presented itself in the following form:--In order to test

the idea referred to, it must be investigated whether all the forms

of marking which occur in the Sphinx-larvæ can or cannot be traced to

known transforming factors.

That natural selection produces a large number of characters can

be as little doubted as that many varying external influences can

bring about changes in an organism by direct action. That these two

transforming factors, together with their correlatively induced

changes, are competent to produce _all_ characters, howsoever

insignificant, has indeed been truly asserted, but has never yet

been proved. The solution of the problem, however, appeared to me to

depend particularly on this point. We are now no longer concerned in

proving that a changing environment reacts upon the organism--this

has already been shown--but we have to deal with the question whether

_every change_ is the result of the action of the environment upon the

organism. Were it possible to trace all the forms of markings which

occur, to one of the known factors of species transformation, it could

be thus shown that here at least an “innate power of development” was

of no effect; were this not possible, _i.e._ did there remain residual

markings which could not be explained, then the notion of an “innate

principle of development” could not be at once entirely discountenanced.

The attempt to solve this problem should commence by the acquisition

of a morphological groundwork, so that the phyletic development of

the markings might by this means be represented as far as possible.

It cannot be stated with certainty, _primâ facie_, whether some form

of development conformable to law is here to be found, but it soon

becomes manifest that such is certainly the case in a great measure.

In all species the young caterpillars are differently marked to

the adults, and in many the markings change with each of the five

stages of growth indicated by the four ecdyses, this gradational

transformation of the markings being a “development” in the true sense

of the word, _i.e._, an origination of the complex from the simple,

the development of characters from those previously in existence,

and never an inconstant, unconnected series of _per saltum_ changes.

This development of the markings in individuals very well reveals

their phyletic development, since there can be no doubt but that we

have here preserved to us in the ontogeny, as I shall establish more

fully further on, a very slightly altered picture of the phyletic

development. The latter can have been but slightly “falsified” in these

cases, although it is indeed considerably abbreviated, and that in very

different degrees; to the greatest extent in those species which are

most advanced in their phyletic development, and to the least extent

in those which are less advanced. From this the value of being able to

compare a large number of species with respect to their ontogeny will

appear. Unfortunately, however, this has only been possible to a very

limited extent.

The youngest larval stages are those which are of the most importance

for revealing the phyletic development, because they make us

acquainted with the markings of the progenitors of the existing

species. For these investigations it is therefore in the first place

necessary to obtain fertile eggs. Female _Sphingidæ_, however, do not

generally lay eggs in confinement,[66] or at most only a very small

number. In the case of many species (_Deilephila Galii_, _D. Lineata_,

_D. Vespertilio_, _D. Hippophaës_) I have for this reason unfortunately

been unable to observe the entire development, and such observations

would in all probability have given especially valuable information.

I was certainly successful in finding the young larvæ of some of the

above as well as of other species on their food-plants, but even in

the most favourable instances only individuals of the second stage

and generally older. When, however, notwithstanding this imperfection

of the materials, and in spite of the important gaps thus inevitably

caused in these series of observations, it has nevertheless been

possible to form a picture, on the whole tolerably complete, of the

phyletic development of the Sphinx-markings, this well indicates what

a fertile field is offered by the investigation of this subject, and

will, I trust, furnish an inducement to others, not only to fill up the

various gaps in the small family of the _Sphingidæ_, but also to treat

other Lepidopterous families in a similar manner. Such an investigation

of the _Papilionidæ_ appears to me to be especially desirable; not only

of the few European but also of the American and Indian species. We

know practically nothing, of the youngest stages of the _Papilio_ larvæ

from this point of view. No entomological work gives any description of

the form and marking of the newly hatched larvæ, even in the case of

our commonest species (_Papilio Machaon_ and _P. Podalirius_), and I

believe that I do not go too far when I assert that up to the present

time nobody has observed them at this early stage.[67] When, however,

we consider that in these young caterpillars we have preserved to us

the parent-form, extinct for centuries, of the existing species of

_Papilio_, it must assuredly be of the greatest interest to become

accurately acquainted with them, to compare them with the earliest

stages of allied species, and to follow the gradual divergence of the

succeeding stages in different directions, thus forming a picture of

the phyletic development of an evolving group. In the course of such

observations numerous collateral results would doubtless come out.

Investigations of this kind, whether conducted on this or on any other

group, would, above all, show the true systematic affinities of the

forms, _i.e._, their _genealogical_ affinities, and that in a better

way than could be shown by the morphology of the perfect insects or

the adult caterpillars alone. If I am diffident in founding these

conclusions upon the development of the Sphinx-markings treated of

in the present essay, this arises entirely from a knowledge of the

imperfections in the basis of facts. If however, through the united

labours of many investigators, the individual development of all the

species of _Sphingidæ_ now existing should at some future period be

clearly laid before us, we should then not only have arrived at a

knowledge of the relative ages of the different species, genera and

families, but we should also arrive at an explanation of the nature of

their affinities.

It is erroneous to assert that Classification has only to take

form-relationship into consideration; that it should and can be

nothing else than the expression of form-relationship. The latter

is certainly our only measure of blood-relationship, but those who

maintain the assertion that form- and blood-relationship are by no

means always synonymous, are undoubtedly correct. I shall in a future

essay adduce facts which leave no doubt on this point, and which prove

at the same time that modern systematists--especially in the order

Lepidoptera--have always endeavoured--although quite unconsciously--to

make the blood-relationship the basis of their classification. For

this reason alone, larvæ and pupæ would have an important bearing upon

the establishment of systematic groups, although certainly in a manner

frequently irregular.

It must be admitted that so long as we are able to compare the species

of one group with those of another _in one form only_, we are often

unable to ascertain the blood-relationship.[68] In such cases we can

only determine the latter from the form-relationship, and as these

are not always parallel, any conclusion based on a single form must

be very unsound. If, for instance, butterflies emerged from the egg

directly, without passing through any larval stage, a comparison of

their resemblances of form would alone be of systematic value; we

should unite them into groups on the ground of these resemblances

only, and the formation of these groups would then much depend upon

the weight assigned to this or that character. We might thus fall into

error, not only through a different valuation of characters but still

more because two species of near blood-relationship frequently differ

from one another in form to a greater extent than from other species.

We should have no warrant that our conception of the form-relationship

expressed the genealogical connection of the species. But it would

be quite different if every species presented itself in two or three

different forms. If in two species or genera the butterflies as well

as the larvæ and pupæ exhibited the same degree of form-relationship,

the probability that this expressed also the blood-relationship would

then be exceedingly great. Now this agreement certainly does not always

occur, and when these different stages are related in form in unequal

degrees, the problem then is to decide which of these relationships

expresses the genealogy. This decision may be difficult to arrive at

in single cases, since the caterpillar may diverge in form from the

next blood-related species to a greater extent than the butterfly, or,

conversely, the butterfly may diverge more widely from its nearest

blood-related species than the caterpillar.

For such cases there remains the developmental history of the

caterpillar, which will almost always furnish us to a certain extent

with information respecting the true genealogical relationship of the

forms, because it always reveals a portion of the phyletic (ancestral)

development of the species. If we see two species of butterflies

quite dissimilar in form of wing and other characters, we should be

inclined, in spite of many points of agreement between them, to place

them in entirely different genera. But should we then find that not

only did their adult larvæ agree in every detail of marking, but also

that the entire phyletic development of these markings, as revealed

by the ontogeny of the larvæ, had taken precisely the same course in

both species, we should certainly conclude that they possessed a near

blood-relationship, and should place them close together in the same

genus. Such an instance is afforded by the two Hawk-moths, _Chærocampa

Elpenor_ and _C. Porcellus_, as will appear in the course of these

investigations. These two species were placed by Walker in different

genera, the form-relationship of the imagines being thus correctly

represented, since _Porcellus_ (imago), is indeed more nearly related

in form to the species of the genus _Pergesa_, Walker, than to those

of the genus _Chærocampa_.[69] Nevertheless, these species must remain

in the same genus, as no other arrangement expresses their degree of

blood-relationship.

An intimate knowledge of the development-stages of caterpillars thus

offers, even from a systematic point of view, an invaluable means of

judging the degree of blood-relationship, and from this standpoint we

must regard the study of the caterpillar as of more importance than

that of the perfect insect. Certainly all groups would not be so rich

in information as the _Sphingidæ_, or, as I am inclined to believe, the

_Papilionidæ_, since all families of caterpillars do not possess such a

marked and diversified pattern, nor do they present such a varied and

characteristic bodily form. The representation of the true, _i.e._, the

blood-relationship, and through this the formation of natural groups

with any completeness, can certainly only be looked for when we are

intimately acquainted with the different stages of development of the

larvæ of numerous species in every group, from their emergence from

the egg to their period of pupation. The genealogical relationship of

many forms at present of doubtful systematic position would then be

made clear. This investigation, however, could not be the work of a

single individual; not only because the materials for observation are

too great, but, above all, because they are spread over too wide a

field. It is not sufficient to study the European types only--we should

endeavour to learn as much as possible of the Lepidoptera of the whole

world. But such observations can only be made on the spot. Why should

it not be possible to trace the development from the egg, even under

a tropical sky, and to devote to breeding and observing, a portion of

that time which is generally spent in mere collecting? I may perhaps be

able to convince some of the many excellent and careful observers among

entomologists, that beyond the necessary and valuable search for new

forms, there is another field which may be successfully worked, viz.,

the precise investigation of the development of known species.

The first portion of the present essay consists of the determination

of this development in those species of _Sphingidæ_ which have been

accessible to me. Seven genera are successively treated of, some

completely, and others only in some of their stages; and thus I have

sought to present a picture of the course of development of the

markings in each genus, by comparing the species with each other, and

with allied forms in cases where the young stages were unknown. In

this portion, as far as possible, the facts only have been given, the

working up of the latter into general conclusions upon the development

of marking being reserved for the second portion. A complete separation

of facts from generalizations could not, however, be carried out; it

appeared convenient to close the account of each genus with a summary

of the results obtained from the various species.

After having established that the markings of the Sphinx-caterpillars

had undergone an extremely gradual phyletic development, conformable to

law, in certain fixed directions, it appeared desirable to investigate

the causes of the first appearance of these markings, as well as

of their subsequent development. The question as to the biological

significance of marking here presented itself in the first place

for solution, and the third section is devoted to this subject. If

it is maintained that marking is of no importance to the life of

the insect, or that it is so only exceptionally, and that it is in

reality, as it appears to be, a character of purely morphological,

_i.e._, physiological, insignificance, then its striking phylogenetic

development conformable to law cannot be explained by any of the

known factors of species transformation, and we should have to

assume the action of an innate transforming power. In the present

investigations, this subject in particular has been extensively treated

of, and not only the markings of Sphinx-caterpillars, but also those

of caterpillars in general, have been taken into consideration. The

results arrived at are indeed quite opposed to this assumption--marking

is shown to be a character of extreme importance to the life of the

species, and the admission of a phyletic vital force must, at least

from the present point of view, be excluded. This leads to the fifth

section, in which I have attempted to test certain objections to the

admission of a “phyletic vital force.” The sixth section finally gives

a summary of the results obtained.

I may now add a few explanations which are necessary for understanding

the subsequent descriptions. It was found impossible to avoid the

introduction of some new technicalities for describing the various

elements of larval markings, especially as the latter had to be

treated of scientifically. I have therefore chosen the simplest and

most obvious designations, all of which have already been employed by

various authors, but not in any rigorously defined sense. I understand

by the “dorsal line” that which runs down the middle of the back; the

lines above and below the spiracles will be respectively distinguished

as the “supra-” and “infra-spiracular” lines, and the line between the

dorsal and spiracular as the “subdorsal line.” The distinction between

“ring-spots” and “eye-spots” will be made manifest in the course of the

investigation. A glance at any of the existing descriptions of larvæ

will show how necessary it was to introduce a precise terminology.

Even when the latter is exact as far as it goes, the want of precise

expressions not only makes the descriptions unnecessarily long, but it

also considerably increases the difficulty of comparing one species

with another, since we can never be sure whether the same designation

applies to the same homologous character. For instance, when the

larva of _Chærocampa Elpenor_ is said to have “a light longitudinal

line on the sides of the thoracic segments,” this statement is indeed

correct; but it is not apparent whether the line is above or below,

and consequently it does not appear whether it is the equivalent

of the longitudinal line “on the sides” of the segments in other

species. If, however, it is said that this line is “_subdorsal_ on

the thoracic segments, and on the eleventh abdominal segment,” it is

thereby indicated that we have here a residue of the same marking

which is found completely developed in many other Sphinx-larvæ,

and indeed in the young stages of this same species. The mode of

describing caterpillars hitherto in vogue is in fact unscientific;

the descriptions have not been made with a view to determining the

_morphology_ of the larvæ, but simply to meet the practical want of

being able to readily identify any species that may be found: even for

this purpose, however, it would have been better to have employed a

more precise mode of description.

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