Bulletin Bulletin OF THK Illinois State Laboratory ov Natural History Urbana, Illinois, U. S. A. STEPHEN A. FORBES, Ph.D., L.L.D., Director Vol.. XI. July, 1915 Article I. AN OUTLINE OF THE RELATIONS OF ANIMALS TO THEIR INLAND ENVIRONMENTS BY Charles C. Adams, Ph.D. ERRATA AND ADDENDA. Page 50, second column, line 13 from bottom, for Danais arcMppus read Anosia plexippns ; line S from bottom, for melliflca read mellifera. Page 51, line 11 from bottom, for Danais read Anosia. Page 159, at right of diagram, for Bracon agrilli read Bracon agrili. Page 289, second column, last line but one, for Scalops real Scalopus. Page 294, line 3, for c.atesheana read catesiiana. Pages 327 and 330, line 12, for oreus read oreas. Page 347, line 4, for Cecidomyidae road Cecidomyiidae. Page 356, line 7, for Anthomyidse read Anthomyiidae. Page 368, line 18, dele second word. Page 373, after line 10 insert as follows: 53a, suipruinosa Casey, 1884, p. 38. Page 375, after suXimucula Le Conte, 48, insert subpruinosa Casey, 53a. Page 377, after line 7, insert as follows: — 1884. Casey, Thomas L. Contributions to the Descriptive and Systematic Coleopterology of North America. Part I. Page 379, line 11 from bottom, for sen.iu lata read sensu lato. Page 382, line 12, for VII read VIII. Page 408, line 2, for the next article in read Article VIII of. Page 410, line 6 from bottom, for = 4 read '11. Page 412, line 7, for 31 read 30. Page 421, line 17 from bottom, insert it before grows. CONTENTS PAGE The (lynaiuic rel;itions of aniinals 1—17 1. Introductory note 1 2. The relations of animals to their environment 1 3. Optima and limiting factors 8 4. Determination of dynamic status 9 5. Animal responses 5 6. The interrelations of animals 12 7. Ecological units for study 14 8. The animal association 15 9. Associational succession 16 The dynamic relations of the environment 17—31 1. Introductory 17 2. The dynamic and genetic standpoint 18 3. Dynamic and genetic classification of environments 21 References to literature 31-32 I ArticIvE I. — An Outline of the Relations of Animals to their In- land Eni'ironinents. By Charles C. Adams, Ph.D. The Dynamic Relations of Animals i. introductory note As creatures of habit, the attitude of mind with which we approacli a scientific problem has much influence upon what we see in it or get from it. Although the essence of life is activity—the response of the changing organism to its changing environment—yet this dynamic concepticm of animal relations, and all that it implies, has not become as prevalent a mental habit among biologists as one might expect. While some naturalists view the animal from a more or less dynamic standpoint, they do not include a similar conception of the relation of an animal toits environment. Still others view the environment more or less dynamically but do not extend this conception to the animal, and thus both of these conceptions lack completeness and are not thor- oughgoing and consistent. The study f)f activities, or in other words the stuily of processes, has made great progress in the allied sciences, much to their advantage, and undoubtedly the prevalence of similar conceptions will lead to similar advances in biology. In the present brief paper I have attempted to discuss only certain phases of the problem with the idea of emjihasizing tlie general jirin- ciples involved, and in the hope that it may aid in making these con- ceptions of more practical value in investigation, and also facilitate an understanding of the discussion contained in a report on the inver- tebrates of the Charlestfm (Illinois) region, to appear in a subsef|uent paper of this volume of the Laboratory Bulletin. 2. THE relations of ANIMALS TO THEIR ENVIRONMENT The study of animal ecology may I)e taken up from many sides and in many ways. One of the most interesting and fundamental of these is tliat which considers the dependence of the animal upon its environ- ment, and at the same time orients it in the gamut of energies and substances. Many phases of this discussion, though elementary and for this reason easily overlooked, are yet of fundamental importance. Every boy who has kept pets in confinement, .and wlio has had the re- sponsibility of caring for tliem, and every one who has cared for domestic animals, knows what constant attention must be given to keep them suppHed with food, water, shelter, and other "necessities of life." And who can overlook the fact that it re(|uires attention to maintain his own physical health? In the laboratory this dependence upon the envirtmment is readily tested experimentally by any method of isola- tion which will prevent an animal from securing any "vital necessity" : as air—when sealed in a vessel; or food—when locked up without it; or a favorable temperature. No animal can survive such isolation from its normal environment. Every student of animals in nature must also realize that similar supplies and conditions determine and control the existence and welfare of all wild animals. The animal is not self-sustaining, but requires a constant intake of energy and sub- stance from its environment. Chemical methods will readily show the source from which the materials composing the animal body have been derived. The ash came from the soil or rock, and shows the animal's dependence upon the solid earth; the liquids came from the water of the earth and constitute from fifty to ninety-five per cent, of the bulk of the animal's body, showing that a relatively large quantity of this substance is essential to all living animals ; the abundant gaseous ele- ment was derived from the atmosphere, to which it will again return. The substance composing the animal body is thus derived mainly from the water and the air rather than from the relatively inert and stable earth. It will be profitable for us to imagine these proportions so changed that the solids instead of the relatively mobile Hcjuids and gases form the principal mass of the body, keeping in mind meanwhile the slow rate of chemical change in solids compared with the change in substances in a finely divided condition, such as liquids and gases. If the solids predominated, the rate of the chemical change, upon which the active life of animals depends, would be greatly retarded, and animals, including man, would be stolid beyond comprehension. Furthermore, we must not overlook the fact that animals are not main- tained solely by substance, because substances are also carriers of en- ergy, substance and energy never being separated. The living animal is not a producer: it can make neither substance nor energy, nor is it a kind of energy; it is solely a traiisforiiicr, a chemical engine which changes the form of substance and chemical energy and produces new combinations from the old. The living plant transforms energy and inorganic substance, from the air, water, and earth, into complex chemical compounds, and thus concentrates powerful chemical energy in such a form that the animal, by a further change, is able to set it free and to utilize it. Sugar, starch, and gluten are familiar examples of this "tablet" or "cartridge" form of chemical energy wliich animals explode or set free and then use in maintenance. During this trans- formation, in which chemical energy is set free, waste products—inert chemical substances—arc formed which if not eliminated from the ani- mal system will prevent its operation, just as ashes if not removed will check a furnace. Respiration aids in the removal of carbonic acid gas— a waste product—from the body, but we often forget that the chemical energy derived from the oxygen is an important feature in respiration. By another process the h'(|uid and the solid waste is re- moved. Thus gases, liquids, and solids are taken into the body and later returned to the environment in a different chemical condition, thus completing a cycle of transformation. That the animal body is so largely made up of solutions and gaseous substances is an important factor in its relatively unstable chemical condition, a condition of un- stable cqiiilihn'imi, which determines the active and dynamic character of the animal. Since, then, chemical activity is one of the essential characteristics of a living organism, its influence forms one f)f the main problems of the zoologist when studying the changes in animal activi- ties ; their orderly sequence and the laws which govern them. On account of the fact that the animal is a chemical engine, it is able to use chemical energy to the fullest extent. If we assume a hier- archy in the forms of energy, chemical energy seems to belong to the upper class ; for though some forms of energy are not readily trans- formed into chemical energy, chemical energy can be transformed into all others. As a result the animal, being a cliemical engine, has, as it were, an "inside track" to tiie main sources of energy, and thus by transformation is able to utilize chemical energy to form light, as in the fireflv, or electricitv, as in tlie electric eel; and other forms of en- ergy useful to the animal are similarly derived. This study of the activities of living animals, as contrasted with the study of dead ones, is a phase of the general science of energetics, a science which fur- nishes the basis for the correlation of many diverse branches of knowl- edge. The activities and transformations within tlie ;inimal bodv show lis very clearly how an animal is dependent upon environmental condi- tions. The animal transforms air, w.ater, and rock, and all animal habitats and environments must contain these clcmenls. In nature these are combined in a multitude of ways. The interrelations of these fundamental environmental imits have been strikingly expressed by Powell ('95: 22-23) .-is follows: "The envelopes of air, water. ;md rock are so distinct tinat they can be clearly distinguished ; and yet, wiien they arc carefully studied, it is 6 discovered that every one encroaches upon the territory of the others, not only by interaction, but also by interpenetration. It has already been shown that the water penetrates deep into the rock. Every spring that falls from the hillside gives proof that the r(icks above its level hold water, which they yield slowly as a perennial supply ; and the in- numerable hills of the continents and islands have their innumerable springs. Every well proves that there is water below ; every artesian fountain shows the existence of underground waters ; and every boring in the crust of the earth, and every excavation in underground min- ing, discovers the presence of water. "Wherever water flows, air flows with it, and all natural waters are permeated with air. "Tile aqueous envelope is everywhere permeated with rock, which it holds in solution or suspension, and there is no natural water abso- lutely pure. The sea is full of salt. Salt lakes are more than full of salt, and so they must throw it upon the bottom ; and the waters hold lime and many other substances. Not a drop of pure water can be found in the sea ; not a drop can be found in a lake ; not a drop of pure water can be found in any river, creek, brook, or spring; and not a drop of pure water can be found underground : it is all mixed to some degree with rock. "All natural waters are aerated. No drop of water vmmixed with rock and air can be found, except by the process of artificial purifica- tion. "But surely there is pure air? Nay, not so. There is no natural air unmixed with rock and water. All the air that circulates above the land and sea, within the ken of man, and all the air which circulates underground, is mixed with rock and water. "Pure air is invisible: it will not reflect light; it is transparent, but will not convey light. Light is conveyed through the atmosphere by ether, and is reflected and refracted by rock and water; and it seems to be largely afifected in this manner bv rock. If the ambient air of the earth were pure, there would be no color in the sky, no rainbow in the heavens, no gray, no purple, no crimson, no gold, in the clouds. All these are due largely to the dust in the air. The purple cloud is painted with dust, and the sapphire sky is adamant on wings. "Land plants live on underground waters : were there no subter- ranean circulation of water, there would be no land plants. Fishes live on under-water air : were there no circulation of subaqueous air, there would be no fishes in the sea. The clouds are formed bv par- ticles of dust in the air. which gather the vapor : were there no dust in the air, there would be no clouds ; were there no clouds, there would be no rain." Up to this point we have considered mainly the processes of main- tenance of the animal body, but there are other processes as well which must be called to mind, such as growth, development, multiplication, and behavior. Physiologically considered, none of these activities are essentially different from the fundamental phases of metabolism and all are dependent upon it ; they are special forms of the transformation of substances and energy within the animal. As the individual animal grows and develops in its life cycle, its metabolism, form, and behavior change in an orderly manner, and this transformation is in the main a continuous process like the other transformations of matter and en- ergy. The changes which take place during entogeny are often greater than the differences which e.xist between very distantly related adults, and these differences result in very different roles which the animal often plays in the economy of nature. Comparable to the responses of the animal to its environment, and indeed essentially of the same kind, are the responses of any part of an animal to all its other parts, the entire organism, in this case, being considered as a unit. The environment of an internal parasite is formed by the body of its host, and in a similar sense the different parts of the body are parts of the environment of the other parts. The different parts of the animal body are what they are on account of three conditions. The first is determined by its relative position and responses as a member of a series of successive generations. In this way the hereditary potential- ities are determined. Ecologically considered heredity may be regarded both as the response of individuals (unicellular) and germs to the conditions of life, and as the mutual responses of different germs to one another. The crossing and intermingling of germinal elements is as truly a response as are other forms of activity. Secondly, there is considerable evidence which indicates that at sonic stage in the development of an animal any part is potentially capable of developing into any other part. The character of development, then, is conditioned by the character of the cell-environment—its rela- tive position, and all that implies with regard to environment. A frag- ment of a regenerating animal develops differently according to its po- sition, and this is a response to its relative position in the cell commu- nity. Thirdly, the development of an animal is conditioned by its ex- ternal environment. The external conditions influence animals by changing their internal activities. The internal changes modify the cell community and change development. In this manner every part of the animal is influenced by the conditions of its existence. The processes of metabolism are continuous as long as life lasts. Thus, as an animal respires there is a gaseous exchange, from the earliest stages of its existence until its maturity and death. Eggs re- spire as surely as larva? and adults, and the chemical, physical, and physiological changes within them vary with their growth and develop- ment. Some of these changes are primarily dependent on the orderly course of development during the life cycle, and are therefore irrever- sible processes, because no higher animal which is mature may reverse its development and become young again. At different stages of de- velopment different enzymes and harmones appear v.hich modify the physiological conditions of growth, development, and behavior. Envi- ronmental changes, persistent and uniform, or periodic in character, tend to modify and alter these internal processes, and are an additional source of change, which is particularly shown in behavior. It is interesting to observe in this connection that certain factors are important as they Jiastcn or retard other processes. Thus enzymes iiastcn chemical changes which without them would take place at a very slow rate, and they set free much energy in a relatively short time. Temperature is another hastener of chemical reaction. Not only is it a condition which sets limitations on the chemical reaction in animals, but it also influences their optimum, and with increasing tem- perature chemical changes take place within the animal irrespective of the control of the animal, except in the warm-blooded animals, where a mechanism exists which regulates, within certain limits, temperature conditions. 3. OPTIMA AND LIMITING FACTORS We have seen that the animal is dependent upon its environment for both substance and energy. If, therefore, the environment does not contain, in available form, both substance and energy, animals will not be aljle to live in it permanently, although with energy stored in their bodies they may be able to make more or less prolonged and suc- cessful invasions into such an environment. The optimum is the most favorable condition for anv function. We may consider optima cor- responding to units of different rank: a single cell or tissue in action, an organ or system of organs, the animal as a whole, a taxonomic unit—and so on, to an animal community or association. There are, then, many kinds of optima, and the study of the conditions which pro- duce them is a complex subject. The optima for different fimctions may differ much; for example, that for growth is often different from that for reproduction, and the optima may also change greatly with the development of tlie animal. Optima, therefore, are not fixed condi- tions, even though they do represent a condition of physiological rela- tive eqiiilihriuni. The amount or intensity of substance and energy which produces an optimum is limited above by the maximum and be- low by the minimum. Thus departures from the optimum, toward an 9 increase or a decrease, are departures from the most favorable condi- tions toward less favorable conditions, and hence toward limiting con- ditions. This form of expression is mainly that of the laboratory; it is desirable therefore, in addition, to express it in terms of the normal habitat. In nature we look upon the optimum as that complex of habitat factors which is the most favorable, and departure in any di- rection from this optimum intensity is in the direction of a less favor- able degree of intensity or into unfavorable conditions. From this standpoint any unfavorable condition is a liniHting factor and may re- tard, hasten, or prevent vital and ecological activities. Optima arc thus almost ideal conditions, and are probably realized in nature only to a limited degree; in other words only approximalely. Here also, as in the laboratory, they represent a condition of relative equilibrium. The laws of the transformation and development of optima are of great ecological importance, as I pointed out several years ago ('04). In field study probably the most valuable criterion to be used in the recognition of ecological optima is the normal relative abundance and influence of animals in their breeding environment. In the preceding discussion no special emphasis has been placed upon the time element, or the rate at which changes may take place. Natural environments are complexes, in the composition of which sev- eral factors are involved. This being true, it is desirable to recall the fact that the rate of change is determined by the pace of the slowest factor, or, as Blackman ('05:289) has expressed it: "When a proc- ess is conditioned as to its rapidity by a number of separate factors, the rate of the process is limited by the pace of the 'slowest' factor." This is a general law and applies to all changes, internal as well as environmental. In closing this section, I wish to call attention to another conclu- sion of the English plant physiologists Blackman and Smith. They state ('11) that from experimental study of the assimilation of water plants, the conception of the optima is untenable, and that the phe- nomena are better explained as the result of "interacting limiting factors than by the conception of optima" (p. 412). This principle is formulated as follows (p. 397) : "When several factors are possibly controlling a function, a small increase or decrease of the factor that is limiting, and of that factor only, will bring about an alternation of the magnitude of the functional activity." It will be of much impor- tance to test the application of this idea to animal responses. 4. DETERMINATION OF DYNAMIC STATUS In any study of the energetics of organisms it is desirable to have clearly in mind one of the fundamental conceptions of this science — 10 the dynamic status. The law of conservation of energy teaches us that energy can not be destroyed ; that it is transformed only, and thus undergoes a cycle of changes. The animal or an animal community, as a unit and as an agent or transformer, is constantly transforming energy, setting it free. In this sense it originates, but not at a uniform rate. At one time much energy may be transformed, and at another very little. When a great amount of energy is being set free, when the animal or community is exerting much influence, we may look upon it as producing pressure or strain. A condition of stress is not a per- manent one, because the pressure tends to cause such changes as will equalize or relieye this condition. This is considered as the process of adjustment to strain, and is called Bancroft's law ('ii). An ani- mal in an unfavorable condition is stimulated, its normal activities are interfered with, and a physiological condition of stress is produced which lasts until by repeated responses or "trials" the animal escapes stimulation or succumbs and a relative equilibrium is established. An area may become overpopulated and consequently there may be estab- lished a condition of stress, which results in an adjustment by a reduc- tion (through many causes) in the excess of population and a restora- tion of the normal, or a condition of relative equilibrium. From these examples it may be seen that the dynamic status means the condition of a unit or system with regard to its degree of relative equilibrium. The cycle of change may be considered to begin at any point. I have taken as the initial stage of the cycle the condition of stress or pres- sure, and have indicated how this condition tends to change in re- sponse to pressure, bringing about the process of adjustment to strain, and leading to the condition of adjustment to strain, or that of relative equilibrium. The activity of the agent produces the condition of stress, the process of adjustment to the strain follows, and this leads to the product—the establishment of the condition of adjustment or of relative equilibrium. These conceptions are very suggestive when applied to various phases of organic activity, and aid greatly in utilizing the dynamic con- ceptions which are in constant use in many of the physical sciences. But we can not assume that these ideas will take definite form unless the student makes some special effort to master the principles involved. 5. ANIMAIj RESPONSES The gcner.'d character of the changes within the animal, which re- sult in the transformations of energy and substance, or the process of metabolism in its broadest sense, is the basis of all animal responses. It is well known that growth, development, and behavior are condi- 11 tioned by certain metabolic processes, the rate of which are further conditioned by the presence of certain substances, as enzymes (from liver, etc.), and internal secretions (from thyroid, testes, adrenals, etc.). The influence of certain physiological conditions or processes is thus well known to affect the behavior of animals. The changes of instinct through the removal of the testes or ovaries, may be cited as examples of this influence. An animal whose metabolic processes have reached a certain stage is said to be satiated; later it is in the con- dition of incipient hunger ; and still later, in the physiological condi- tion of intense hunger. These internal changes cause the animal to react very differently to any food which is in its immediate vicinity. These changes in physiological conditions are strictly comparable to the change which an animal passes through in its ontogeny ; to the life cycle of an insect, for example, in which the physiological conditions and behavior of a caterpillar are very different from those of the pupa and of the adult or moth. One of the higher animals, a dog, for in- stance, will undergo internal changes which will completely alter its responses at the sight of an old rival or enemy. Such considerations as those just cited show clearly that extensive internal physiological changes take place in animals, and that while some of them are very gradual others are exceedingly rapid. These internal conditions or changes have been well characterized by Jennings ('06:289) ^s fol- lows : "The 'physiological state' is evidently to be looked upon as a dynamic condition, not as a static one. It is a certain way in which bodily processes are taking place, and tends directly to the production of some change. In this respect the 'law of dynamogenesis,' pro- pounded for ideas of movement in man, applies to it directly (Bald- win, '97: 167) ; ideas must indeed be considered so far as their objec- tive accompaniments are concerned, as certain physiological states in higher organisms. The changes toward which the physiological state tends arc of two kinds. First, the physiological slate (like the itlea) tends to produce movement. This movement often results in such a change of conditions as destroys the physiological state under consideration. But in case it does not, then the second tendency of the physiological state shows itself. It tends to resolve itself into another and different state." I may thus summarize the relation of metabolic processes to physiological conditions and processes of behavior by the following table. 12 Table ]. — The Dynamic Relations of Animal Activities The Animal as an Agent (Activiiil tif (III Afient) The animal as an agent transforms energy and substance by its motalj- olic processes. These are acciim- panie