Animal coloration provided important early evidence for evolution by natural selection, at a time when little direct evidence was available. Three major functions of coloration were discovered in the second half of the 19th century, and subsequently used as evidence of selection: camouflage (protective coloration); mimicry, both Batesian and Müllerian; and aposematism.
Charles Darwin's On the Origin of Species was published in 1859, arguing from circumstantial evidence that selection by human breeders could produce change, and that since there was clearly a struggle for existence, that natural selection must be taking place. But he lacked an explanation either for genetic variation or for heredity, both essential to the theory. Many alternative theories were accordingly considered by biologists, threatening to undermine Darwinian evolution.
Some of the first evidence was provided by Darwin's contemporaries, the naturalists Henry Walter Bates and Fritz Müller. They described forms of mimicry that now carry their names, based on their observations of tropical butterflies. These highly specific patterns of coloration are readily explained by natural selection, since predators such as birds which hunt by sight will more often catch and kill insects that are less good mimics of distasteful models than those that are better mimics, but the patterns are otherwise hard to explain.
Darwinists such as Alfred Russel Wallace and Edward Bagnall Poulton, and in the 20th century Hugh Cott and Bernard Kettlewell, sought evidence that natural selection was taking place. Wallace noted that snow camouflage, especially plumage and pelage that changed with the seasons, suggested an obvious explanation as an adaptation for concealment. Poulton's 1890 book, The Colours of Animals , written during Darwinism's lowest ebb, used all the forms of coloration to argue the case for natural selection. Cott described many kinds of camouflage, and in particular his drawings of coincident disruptive coloration in frogs convinced other biologists that these deceptive markings were products of natural selection. Kettlewell experimented on peppered moth evolution, showing that the species had adapted as pollution changed the environment; this provided compelling evidence of Darwinian evolution.
Charles Darwin published On the Origin of Species in 1859, [1] arguing that evolution in nature must be driven by natural selection, just as breeds of domestic animals and cultivars of crop plants were driven by artificial selection. [2] [3] Darwin's theory radically altered popular and scientific opinion about the development of life. [4] However, he lacked evidence and explanations for some critical components of the evolutionary process. He could not explain the source of variation in traits within a species, and did not have a mechanism of heredity that could pass traits faithfully from one generation to the next. This made his theory vulnerable; alternative theories were being explored during the eclipse of Darwinism; and so Darwinian field naturalists like Wallace, Bates and Müller looked for clear evidence that natural selection actually occurred. [5] Animal coloration, readily observable, soon provided strong and independent lines of evidence, from camouflage, mimicry and aposematism, that natural selection was indeed at work. [6] [7] [8] The historian of science Peter J. Bowler wrote that Darwin's theory "was also extended to the broader topics of protective resemblances and mimicry, and this was its greatest triumph in explaining adaptations". [9]
In his 1889 book Darwinism , the naturalist Alfred Russel Wallace considered the white coloration of Arctic animals. He recorded that the Arctic fox, Arctic hare, ermine and ptarmigan change their colour seasonally, and gave "the obvious explanation", that it was for concealment. [8] [lower-alpha 1] The modern ornithologist W. L. N. Tickell, reviewing proposed explanations of white plumage in birds, writes that in the ptarmigan "it is difficult to escape the conclusion that cryptic brown summer plumage becomes a liability in snow, and white plumage is therefore another cryptic adaptation." All the same, he notes, "in spite of winter plumage, many Ptarmigan in NE Iceland are killed by Gyrfalcons throughout the winter." [11]
More recently, decreasing snow cover in Poland, caused by global warming, is reflected in a reduced percentage of white-coated weasels that become white in winter. Days with snow cover halved between 1997 and 2007, and as few as 20 percent of the weasels had white winter coats. This was shown to be a result of natural selection by predators making use of camouflage mismatch. [12] [13]
In the words of camouflage researchers Innes Cuthill and A. Székely, the English zoologist and camouflage expert Hugh Cott's 1940 book Adaptive Coloration in Animals provided "persuasive arguments for the survival value of coloration, and for adaptation in general, at a time when natural selection was far from universally accepted within evolutionary biology." [7]
In particular, they argue, "Coincident Disruptive Coloration" (one of Cott's categories) "made Cott's drawings the most compelling evidence for natural selection enhancing survival through disruptive camouflage." [7]
Cott explained, while discussing "a little frog known as Megalixalus fornasinii" in his chapter on coincident disruptive coloration, that "it is only when the pattern is considered in relation to the frog's normal attitude of rest that its remarkable nature becomes apparent... The attitude and very striking colour-scheme thus combine to produce an extraordinary effect, whose deceptive appearance depends upon the breaking up of the entire form into two strongly contrasted areas of brown and white. Considered separately, neither part resembles part of a frog. Together in nature the white configuration alone is conspicuous. This stands out and distracts the observer's attention from the true form and contour of the body and appendages on which it is superimposed". [14]
Cott concluded that the effect was concealment "so long as the false configuration is recognized in preference to the real one". [14] Such patterns embody, as Cott stressed, considerable precision as the markings must line up accurately for the disguise to work. Cott's description and in particular his drawings convinced biologists that the markings, and hence the camouflage, must have survival value (rather than occurring by chance); and further, as Cuthill and Székely indicate, that the bodies of animals that have such patterns must indeed have been shaped by natural selection. [7]
Between 1953 and 1956, the geneticist Bernard Kettlewell experimented on peppered moth evolution. He presented results showing that in a polluted urban wood with dark tree trunks, dark moths survived better than pale ones, causing industrial melanism, whereas in a clean rural wood with paler trunks, pale moths survived better than dark ones. The implication was that survival was caused by camouflage against suitable backgrounds, where predators hunting by sight (insect-eating birds, such as the great tits used in the experiment) selectively caught and killed the less well-camouflaged moths. The results were intensely controversial, and from 2001 Michael Majerus carefully repeated the experiment. The results were published posthumously in 2012, vindicating Kettlewell's work as "the most direct evidence", and "one of the clearest and most easily understood examples of Darwinian evolution in action". [15]
Batesian mimicry, named for the 19th century naturalist Henry Walter Bates who first noted the effect in 1861, "provides numerous excellent examples of natural selection" [16] at work. The evolutionary entomologist James Mallet noted that mimicry was "arguably the oldest Darwinian theory not attributable to Darwin." [6] Inspired by On the Origin of Species, Bates realized that unrelated Amazonian butterflies resembled each other when they lived in the same areas, but had different coloration in different locations in the Amazon, something that could only have been caused by adaptation. [6]
Müllerian mimicry, too, in which two or more distasteful species that share one or more predators have come to mimic each other's warning signals, was clearly adaptive; Fritz Müller described the effect in 1879, in an account notable for being the first use of a mathematical argument in evolutionary ecology to show how powerful the effect of natural selection would be. [lower-alpha 2] [6]
In 1867, in a letter to Darwin, Wallace described warning coloration. The evolutionary zoologist James Mallet notes that this discovery "rather illogically" [6] followed rather than preceded the accounts of Batesian and Müllerian mimicry, which both rely on the existence and effectiveness of warning coloration. [6] [lower-alpha 3] The conspicuous colours and patterns of animals with strong defences such as toxins are advertised to predators, signalling honestly that the animal is not worth attacking. This directly increases the reproductive fitness of the potential prey, providing a strong selective advantage. The existence of unequivocal warning coloration is therefore clear evidence of natural selection at work. [17]
Edward Bagnall Poulton's 1890 book, The Colours of Animals , renamed Wallace's concept of warning colours "aposematic" coloration, as well as supporting Darwin's then unpopular theories of natural selection and sexual selection. [18] Poulton's explanations of coloration are emphatically Darwinian. For example, on aposematic coloration he wrote that
At first sight the existence of this group seems to be a difficulty in the way of the general applicability of the theory of natural selection. Warning Colours appear to benefit the would-be enemies rather than the conspicuous forms themselves, and the origin and growth of a character intended solely for the advantage of some other species cannot be explained by the theory of natural selection. But the conspicuous animal is greatly benefited by its Warning Colours. If it resembled its surroundings like the members of the other class, it would be liable to a great deal of accidental or experimental tasting, and there would be nothing about it to impress the memory of an enemy, and thus to prevent the continual destruction of individuals. The object of Warning Colours is to assist the education of enemies, enabling them to easily learn and remember the animals which are to be avoided. The great advantage conferred upon the conspicuous species is obvious when it is remembered that such an easy and successful education means an education involving only a small sacrifice of life." [19]
Poulton summed up his allegiance to Darwinism as an explanation of Batesian mimicry in one sentence: "Every step in the gradually increasing change of the mimicking in the direction of specially protected form, would have been an advantage in the struggle for existence". [19]
The historian of biology Peter J. Bowler commented that Poulton used his book to complain about experimentalists' lack of attention to what field naturalists (like Wallace, Bates, and Poulton) could readily see were adaptive features. Bowler added that "The fact that the adaptive significance of coloration was (sic) widely challenged indicates just how far anti-Darwinian feeling had developed. [lower-alpha 4] Only field naturalists such as Poulton refused to give in, convinced that their observations showed the validity of selection, whatever the theoretical problems." [20]
Camouflage is the use of any combination of materials, coloration, or illumination for concealment, either by making animals or objects hard to see, or by disguising them as something else. Examples include the leopard's spotted coat, the battledress of a modern soldier, and the leaf-mimic katydid's wings. A third approach, motion dazzle, confuses the observer with a conspicuous pattern, making the object visible but momentarily harder to locate, as well as making general aiming easier. The majority of camouflage methods aim for crypsis, often through a general resemblance to the background, high contrast disruptive coloration, eliminating shadow, and countershading. In the open ocean, where there is no background, the principal methods of camouflage are transparency, silvering, and countershading, while the ability to produce light is among other things used for counter-illumination on the undersides of cephalopods such as squid. Some animals, such as chameleons and octopuses, are capable of actively changing their skin pattern and colours, whether for camouflage or for signalling. It is possible that some plants use camouflage to evade being eaten by herbivores.
The evolution of the peppered moth is an evolutionary instance of directional colour change in the moth population as a consequence of air pollution during the Industrial Revolution. The frequency of dark-coloured moths increased at that time, an example of industrial melanism. Later, when pollution was reduced, the light-coloured form again predominated. Industrial melanism in the peppered moth was an early test of Charles Darwin's natural selection in action, and it remains a classic example in the teaching of evolution. In 1978, Sewall Wright described it as "the clearest case in which a conspicuous evolutionary process has actually been observed."
Batesian mimicry is a form of mimicry where a harmless species has evolved to imitate the warning signals of a harmful species directed at a predator of them both. It is named after the English naturalist Henry Walter Bates, who worked on butterflies in the rainforests of Brazil.
Müllerian mimicry is a natural phenomenon in which two or more well-defended species, often foul-tasting and sharing common predators, have come to mimic each other's honest warning signals, to their mutual benefit. The benefit to Müllerian mimics is that predators only need one unpleasant encounter with one member of a set of Müllerian mimics, and thereafter avoid all similar coloration, whether or not it belongs to the same species as the initial encounter. It is named after the German naturalist Fritz Müller, who first proposed the concept in 1878, supporting his theory with the first mathematical model of frequency-dependent selection, one of the first such models anywhere in biology.
Aposematism is the advertising by an animal, whether terrestrial or marine, to potential predators that it is not worth attacking or eating. This unprofitability may consist of any defenses which make the prey difficult to kill and eat, such as toxicity, venom, foul taste or smell, sharp spines, or aggressive nature. These advertising signals may take the form of conspicuous coloration, sounds, odours, or other perceivable characteristics. Aposematic signals are beneficial for both predator and prey, since both avoid potential harm.
Sir Edward Bagnall Poulton, FRS HFRSE FLS was a British evolutionary biologist, a lifelong advocate of natural selection through a period in which many scientists such as Reginald Punnett doubted its importance. He invented the term sympatric for evolution of species in the same place, and in his book The Colours of Animals (1890) was the first to recognise frequency-dependent selection. He is remembered for his pioneering work on animal coloration and camouflage, and in particular for inventing the term aposematism for warning coloration. He became Hope Professor of Zoology at the University of Oxford in 1893.
Darwinism: An Exposition of the Theory of Natural Selection with Some of Its Applications is an 1889 book on evolution by Alfred Russel Wallace, the co-discoverer of evolution by natural selection together with Charles Darwin. This was a book Wallace wrote as a defensive response to the scientific critics of natural selection. Of all Wallace's books, it is cited by scholarly publications the most.
Hymenopus coronatus is a mantis from the tropical forests of Southeast Asia. It is known by various common names, including walking flower mantis, orchid-blossom mantis and (pink) orchid mantis. It is one of several species known as flower mantis, a reference to their unique physical form and behaviour, which often involves moving with a “swaying” motion, as if being “blown” in the breeze. Several species have evolved to mimic orchid flowers as a hunting and camouflaging strategy, “hiding” themselves in plain view and preying upon pollinating insects that visit the blooms. They are known to grab their prey with blinding speed.
Hugh Bamford Cott was a British zoologist, an authority on both natural and military camouflage, and a scientific illustrator and photographer. Many of his field studies took place in Africa, where he was especially interested in the Nile crocodile, the evolution of pattern and colour in animals. During the Second World War, Cott worked as a camouflage expert for the British Army and helped to influence War Office policy on camouflage. His book Adaptive Coloration in Animals (1940), popular among serving soldiers, was the major textbook on camouflage in zoology of the twentieth century. After the war, he became a Fellow of Selwyn College, Cambridge. As a Fellow of the Zoological Society of London, he undertook expeditions to Africa and the Amazon to collect specimens, mainly reptiles and amphibians.
Countershading, or Thayer's law, is a method of camouflage in which an animal's coloration is darker on the top or upper side and lighter on the underside of the body. This pattern is found in many species of mammals, reptiles, birds, fish, and insects, both in predators and in prey.
Decorator crabs are crabs of several different species, belonging to the superfamily Majoidea, that use materials from their environment to hide from, or ward off, predators. They decorate themselves by sticking mostly sedentary animals and plants to their bodies as camouflage, or if the attached organisms are noxious, to ward off predators through aposematism.
Animal colouration is the general appearance of an animal resulting from the reflection or emission of light from its surfaces. Some animals are brightly coloured, while others are hard to see. In some species, such as the peafowl, the male has strong patterns, conspicuous colours and is iridescent, while the female is far less visible.
Adaptive Coloration in Animals is a 500-page textbook about camouflage, warning coloration and mimicry by the Cambridge zoologist Hugh Cott, first published during the Second World War in 1940; the book sold widely and made him famous.
The Colours of Animals is a zoology book written in 1890 by Sir Edward Bagnall Poulton (1856–1943). It was the first substantial textbook to argue the case for Darwinian selection applying to all aspects of animal coloration. The book also pioneered the concept of frequency-dependent selection and introduced the term "aposematism".
Concealing-Coloration in the Animal Kingdom: An Exposition of the Laws of Disguise Through Color and Pattern; Being a Summary of Abbott H. Thayer's Discoveries is a book published ostensibly by Gerald H. Thayer in 1909, and revised in 1918, but in fact a collaboration with and completion of his father Abbott Handerson Thayer's major work.
Animal Coloration, or in full Animal Coloration: An Account of the Principal Facts and Theories Relating to the Colours and Markings of Animals, is a book by the English zoologist Frank Evers Beddard, published by Swan Sonnenschein in 1892. It formed part of the ongoing debate amongst zoologists about the relevance of Charles Darwin's theory of natural selection to the observed appearance, structure, and behaviour of animals, and vice versa.
Snow camouflage is the use of a coloration or pattern for effective camouflage in winter, often combined with a different summer camouflage. Summer patterns are typically disruptively patterned combinations of shades of browns and greys, up to black, while winter patterns are dominated by white to match snowy landscapes.
Self-decoration camouflage is a method of camouflage in which animals or soldiers select materials, sometimes living, from the environment and attach these to themselves for concealment.
Dazzled and Deceived: Mimicry and Camouflage is a 2009 book on camouflage and mimicry, in nature and military usage, by the science writer and journalist Peter Forbes. It covers the history of these topics from the 19th century onwards, describing the discoveries of Henry Walter Bates, Alfred Russel Wallace and Fritz Müller, especially their studies of butterflies in the Amazon. The narrative also covers 20th-century military camouflage, begun by the painter Abbot Thayer who advocated disruptive coloration and countershading and continued in the First World War by the zoologist John Graham Kerr and the marine artist Norman Wilkinson, who developed dazzle camouflage. In the Second World War, the leading expert was Hugh Cott, who advised the British army on camouflage in the Western Desert.