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A C T A P A L A E O N T' 0 L O G I C A P 0 L O N I e ·A

Vpl.V 1 960

ADA M URBANEK

No.2

AN ATTEMPT AT BIOLOGICAL.INTERPRETATION OF EVOLUTIONARY CHANGES IN GRAPTOLITE COLONIES

Abstract. - Problem s of morphological organization in graptolite colonies are discu ssed and suggestions mad e as to the supposed genetic mechanisms of their evoluti on. The regular astogene tic succession of theca e is interpreted as an effect of morphophysiological.gradien ts, The spre ading of new thecal types in forms cons ti t uti ng suc cess ive evolutio na ry stages of a lineage are believed to be mani-

festati ons of the penetrance and expre ssiv it y of resp ective genetic factors.

I. INTRODUCTION

The attr activeness of graptolite studies seems to have been cons ta ntly inc r easin g for some year s past. Very probably this is due in a great measure to the publication of Kozlowski's excellent monograph (1948) esta blish ing the systematic position of graptolites. This work is un- doubtedly an important step towards the full grasping of the nature of gra ptolite colon ies. Kozlowski's work com plet ely re-orientated our views and is highly stimulating for further researches in that direction.

At present,the central problem for understanding graptolite evolution is the probl em of organization of their colonies and the supposed me- ch an isms of their gen etic changes. Thus far no publication has appeared dealing more at large with the above mentioned problems. The majority of papers so far published deal with mor e partial problems only, most particularly t.he morphological analysis of the various forms and their st r at igraph ic distribution. Hence, an attempt to utilize the assembled ev id ence in order to reveal broader aspects of the evolution of that gr ou p does not seem to be precocious.

The attempt here made to interpret the evolutionary processes in graptolite colonies is based not on palaeontological evidence only, but likewise on ascertained data and theories from the field of physiology, experi m ental embryology, and most particularly that of genetics. The writer's intention was to analyse the development and evolution of gr apt olit e colonies in order to determine some more general laws

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ADAM UR BANEK

governing these processes. It has become apparent that these laws may be described in well known biological terms and concepts, and thus contribute to their explanation. The exa m inat ion of fossil material from this aspect will in turn throw som e light on a number of important questions linked with the genetic mechanism of evolu t ion . The genetic method introduced into palaeontological studies in so excellent a man- ner by Simpson (1944, 1953) opens up new horizons for research work, and its use will prove of advantage in the st u dy of numerous problems waiting to be solv ed by palaeontologists.

Unfortunately , the material available to the writer, as well as evidence thus far assembled by other graptolitologists , is not adequate enough for a description of the evolu t ionar y processes in terms of popu- lation genetics. Our imperfect knowledge of the condition of environment in which graptolites lived and of envir on menta l ch a nges during the evolu t ion of particular gra ptolit e linea ges, as well as our incomplete and merely hypothetical com preh ens ion of the fu nc t iona l sig nifica nc e of.the changing structures - all hamper an ana lysis of the selec t ive and ecological mechanisms of these processes. Moreover , possibilit ies for interpretation are markedly restricted by lack of data concerning the most fundamental biological prop erties of grapt olites, e.g. mode of their reproduction (self- or cross-fe r t iliza tio n? ). However , it has been show n that the analysis of some of th e better known processe s from the aspect of physiological genetics and phenogenetics, as well as a com- parison with the known morphogenetical regularities in liv in g organisms, may lead to interesting inferences. Though this appr oach to the investi- gation of fossil materials is not perfectly new (comp. Swinnerton, 1932), st ill it represents a certain novelty in palaeontological literatu re, and the use of it has not thus far been adequate. In fut u r e, these investigations will, perhaps, be su pplem ent ed by the quantitative ana lysis, but even the present results seem distinctly inter esting. The views just considered may naturally be regarded as a wor k ing hypothesis only and they will be subject to certain modifications in cons eq ue nce of further st ud ies . The writer ventures to hope, however, that th ey will cons ti t u te a base for further discussion on this interesting problem .

It is a pleasant duty of the writer to express his most sincere thanks to Professor Roman Kozlowski, Head of the Palaeozoolo gical Institutes of the Polish Academy of Sciences and of the Warsa w University , for the kind interest and most valuable suggest ions off ered throughout the preparation of the present paper, also for reading the text and for most helpful critical comments.

Similar thanks are due to Professor W. Gajewski, Head of the Laboratory o'f Genetics at the Warsa w Un ivers ity, for the helpful cri-

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EVOLUTIONARYCHANGES IN GRAP TO L ITECOLO NIES 129

ticism on a number of important gene t ic problems and his generosity in not sparing his valuable time for reading the text and a detailed dis- cussion.

The writer desires to thank Professor K. Petrusewicz , Head of the Laboratory of Evolutioni sm at the Warsaw University, for the well founded crit ical comments and suggestions on som e important questions.

To his Warsaw colleagues, the biol ogists Mr B. Matuszewski and Mr L. Kuznicki, acknowledgements are du e for critically reading the manuscript and for help in obt ain ing the necessary biological literature.

The writer also thanks Mrs J. Hu m ni cka for the Eng lish translation of the Polish text.

All these persons have their share in contribut ing to improve the present paper, but the writer alone is respon sibl e for any incorrect st at em en ts or errors that it may conta in .

n. THE PRESENT STA T US OF THE PRORL EM AND TH E PALAEONTO L O G ICAL EVIDENCE

Evolution of animal colon ies is one of the most interesting biological phenomena. The com plex interrel ation s in the development of particular individuals in a colony (oozooid ontogeny,thecal blastogeny), development of the whole colony (astogeny i.e . cormogeny , also lateral .branching i.e. cladogeny) and the phylogenetic cha nges of astogeny (evolution of the colonies) - give a good clue into the mutual interdependence of these processes. Unfortunately, neither the morphology nor the genetics of colon ial animals have been adequat el y investigated. An exception here is the excellent st udy of Beklernisev (1950), concern ing the colo- nies of Bilateralia.

Graptolite evolution is one of the most st r ik ing exa m ples of the evolution of colo n ial organisms. As com pared with colonies of Ptero- branchia which most probably com e closest to them , graptolite colonies ar e distinguished by far grea ter degree of integra t ion expressed by a definite st r uc t u ral pattern.

Comparison of gra pto lite colon ies on a wider background of higher in v er te b r ates shows that va riou s stages of colo n ia lism and the various st ages in development of physiological relations between individuals may be there encountered (Beklernise v , 1950). Among pterobranchians, allied to graptolites, Atubm'ia is su p pos ed ly the only one really solitary orga n ism which does not produce any swarm-like assemblages, common in numerous Cephalodiscidae (Sato, 1936). It is just from such forms that other forms might arise with a tendency to progressive colonialism. The formation of the clone itself - a group of individuals formed by asexual

3 Acta Palaeon tol ogica Polonlca - vol. ViZ

g

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130 ADAM URBANEK

reproduction from one parental individual, the founder of the clone - may be regarded as the most primitive stage of that process. That parental individual is usually a corresponding oozooid. The formation of the clone itself most likely constitutes the indispensable base for the development of more advanced colonialism. Moreover, in certain cases, the originating clone forms a short lived assemblage. This for some time surrounds the parental zooid, to be subsequently dispersed.

Such assemblages of individuals occur e.g. in some of the Loxosomatidae (Kamptozoa). A somewhat more advanced stage of that process is repre- sented by various species of Cephalodiscus , particularly by Cephalotiiscus (Demiothecia) gracilis Harmer. The particular individuals, even though finally separating from the parent zooid, do not disperse but form stable assemblages and produce thecae united with the thecae of the oozooid.

This results in a coen eci u m which is an assemblage of tubes containing the particular zoo ids forming a "pseudocolony" (Dawydoff, 1948).

According to van der Horst (1939), owing to the lack of connection between tissues of the particular individuals, assemblages of this type correspond ecologically rather to communities of insects, e.g. those of wasps, than to colonies. Nevertheless such stable population-clones may be regarded as an initial process subsequently leading to the formation of true colonies in other pterobranchians and graptolites (Beklemisev, 1950). A similar or perhaps still more primitive stage of colonialism is represented by gregarious Pnoronis ovalis. Their progeny produced by architomy grow within a tube which is the continuation of the tube of parental zooid, thus forming an assemblage of tubes occupied by indi- viduals of the clone. Individuals making up such swarm-like assemblages have most likely in a certain way been integrated. This is suggested by the examination of similar "colonial populations" of insects (Alle, Emerson et al., 1950). One of the factors here is probably the coenecium, common to all individuals.

A still more advanced stage of colonialism would be represented by Cephalodiscus (Demiothecia) sibogae Harmer where individuals produced by budding remain interconnected and are believed not to be subsequently separated (van del' Horst, 1939; Krumbach, 1937; Beklernisev, 1950). This type of colonies would not fundamentally differ from colonies of Rhab- dopleura where individuals are produced by budding from the stolon to which they remain permanently attached. On the whole, relations here correspond to those in graptolite colonies (Dendroidea). Hence we may distinguish the following stages of colonialism:

1. Clone-like populations, supposedly constituting the indispensable genetic base for the further development of colonialism and the appearance of a certain stability of the formed assemblages.

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EVOLU TION AR Y CHA N GES I, N GRAPTOLITE. COLONIE S 131

2. Clones whose individuals form stabilized swa r m- like assemblages with a common coenecium (pseudocolonies).

3. Colonies consisting of individuals connected by common tissues which provide the indispensable base for further physiological inte- gration of a colony (true colonies).

4. Further integration of coloni es, among others expressed in a) reduced individuality of par ti cula r zooids, b) appearance of poly- morphism, c) development of colon ia l organs and of corm id ia .

The above mentioned stages of colon ia lism need not necessarily be all represented in evolution of all hemichordates. Moreover no adequate evidence ex ists indicating which group of hemichordates should be con- sidered as ancestral for remaining ones. It is therefore possible that graptolite colonies may have been produced immediately by budding and the formation of a clone, whose individuals do not separate. In this latter case, stages 1-2 would be omitted.

Nevertheless, the 'numerou s intergradations between a true colony and a typical population of solitary organisms consisting of physiolo- gically more or less independent individuals, do not permit a sharp delimitation between these various organization types in conspecific individuals. Ecological data clea r ly indicate that a certain degree of integration and organization occurs in every population. Hence colonies wou ld differ rather in the va r ious quantitative expression of these properties whose evolutionar y cha nges may have been gr ad ual. Inasmuch as stages 1 and 2 may undoubtedl y be regarded merely as a particular case of an ecological population, stage 3 may be considere d as transient.

Common genetic control and physiologi cal regulation are here an ex pression of individual laws gove r ni ng the colony as a unit; other phenomena, however, do not permit us to conside r a graptolite colony as a single organism of higher or de r. This wou ld be confir m ed by the absence in graptolite colonies of suc h colon ia l organs as have been formed e.g. in Siphonophora. Neither has individual polymorphism been developed, so common in highly integrated coloni es of Hydrozoa, Siphonophora and Bryozoa. Hence it would be incorrect to regard a graptolite colony as a simple organism of higher order, a super-indi- vidual whose separate zooids function as organs".

The peculiar organization of graptolite coloni es may rather be interpreted as a certain organization of a group of ind iv iduals, i.e. as

1 An exception here may be the pneumatophors, "t he floating vesicles" of some graptolite colonies (synr habdosomes), also an organ like the virgula, which may be regarded as colonial organs.But in this case too, they are more likely a product of the extra-thecal membrane of tissu es, Le. the analogue of caenosarc rather than individuals spe cialized to particular functions.

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132 ADAM URBANEK

a particular ty pe of ecological population. Physiological and genetical processes occurring in graptolite colonies may be considered either as individual or populationary. The former of these standpoints may appear particularly justified in relation to physiological integration and gene- tical control of colon ies, wh ile the latter is especially applicable in relation to evolutionary cha nge s of the mode of astogeny (comp. p. 169).

These cha nges do not occur simultaneously in all individuals within the colony , but are initially manifested"in a part of them on ly . Hence evolution of a gra pt olite colony occurs through ch a nges of ontogeny in the particular individuals and their gr oups within the colony.

The organization of a colony has thus far been most adequately ascertained in two graptolite groups: Dendroidea and Graptoloidea.

Dendr oidea und ou bt ed ly represent a lower evolutionary stage of graptolite colonies. Nevertheless, a dendroid colony was already a well integrated unit as is expressed by its st r uct u r al pattern, realized by a definite mode of budding (the occurrence of triads, "W im an rule"; Kozlowsk i, 1948). Moreover, dendroids are ch a ra ct er ized by a regular, const ant ly dichotomous mode of branching, expr essed in the occurrence of "zones of branching ", especiall y well marked in Dictyonema Hall and Anisogr aptidae Bulman (Bulman, 1950, 1958). Two kinds of processes are readily observable in dendroids. According to the views advanced by Beklemisev (1950), they may be both regarded as eXIJression of an advanced st age of colonialism: a) diminished individuality of zooids expressed by the morphological degradation of bizooids, and b) inten- sified individuality of colony expressed by a definite pattern of colonial st ruct ure su gge st ing the occurrence ·of a definite morphophysiological integration of the colony. The possible occurrenc e in graptolites of cer ta in tendencies to produce a kind of cormidia are perhaps indicated by occu rrence of triads and various other forms of a consta nt "thecal gr ou pin g", as e.g. the presence in Acanthograptus Spencer of a twig gr ou ping of aut ot h ecae. However, these tendencies have never been realized on a scale comparable to that in Coelenterata.

It is in Graptoloidea that we encou n te r processes distinctly indicating that these gra ptolite colonies cons t it ut e an integrated unit to which the structur e and the functions of particular individuals have been .su bor di n ated. In Dichograptid ae Lapworth we may observe the signi- ficance of the structural pattern of the colony, which determines the number and the mode of lateral branching (Bulman, 1958). Another process may here be observed, that of the progressive size increase of the members of the colony , occu r r ing on the particular branches in the course of astogeny, On the whole, the size of thecae increases with the

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EVOL U T I O N A RYCHANCES IN CRAPTOLIT E CO L O N IES 133

growing-distance from the initial part of the colony, i.e. the sicula. In som e graptoloids, however, especia lly in Phyllograpti, Tetragrapti and some Didymograpti, thecae second a r ily decrease in size at the distal ends of rhabdosome. This phenomenon see m s to be ca used by corresponding gr owt h relations of thecae on growing tips of particular stipes. A series of budding thecae on different growth st ages, showing decrease in size, is always present at the growing end in young and more mature rhabdo- somes. When, for some reasons, the gr ow th stops, these gr owth rela t ions seem to be respo ns ible for size decr ease of most distal thecae in cert a in Dichograptida e.

In higher Graptoloidea astogenetic ch a nges are ex p ressed not-by the increase of thecal dimensions only , but mor eov er by accom pa nying cha n ges in the shape, occas iona lly bear ing a distinct ch a rac ter of all omet r ic ch a nges. Hence, cer tai n morphol ogical cha rac te rs are eit her st ressed or redu ced , as e.g. in Diplograptida e. In Dipl ogmptHs McCoy the proximal theca e of the rhabdosome are ventrall y st ro n gly excava te d';

the median ones less conspicu ou sl y incis ed; the distal nearly st ra igh t. These change s take place by gr ad ua l modifications of thecal sha pe wit hou t any sh a r p morphological discontinuity.

Among the monograptids, howe ve r , these processes are expressed with st r onges t intensity. Forms occur here display in g st r ong diffe r ences of thecal structure within one colony so much so that pro ximal theca e differ notably from the distal. The te rm "bif'or m' has been introduced by Elles and Wood (1901-191 8) with reference to these monograptids.

On analysing data available on ast og enetic variab il ity in gra pto lo ids, particularly in Monograptida e which ha v e been more thorou ghly st u- died in this respect, we may conf ir m that it is expressed by grad ua l modifications in the suc cess ive theca e. Throu gh a number of int ermediate sta g es these modifications lead on to morphologi cally extreme types cor r espon d ing to the typical proximal and distal thecae. These cha nges most frequently involve the foll owing char acters (comp. fig. 1, 2).

A. Siz e and shape oj theca e: size of thecae , length and wid th of pr otheca and of metatheca, length of protheca /length of metatheca ratio, shape of ven tra l wall , outline of thecal aper t ure, pr esence or abs e nce of apertural processes and thei r size and shape, degree of bending of apertural region, overlap of thecae and the ex te nt of their isolation, inclination angle of theca e to the ax is of the rhabdosome, distance between thecae, mode of thecal buddin g , pr esence, degr ee of reduction or abs en ce of periderm.

B. Shape oj the rhabdoso71te: st r a ig h t or pr ovided wit h a var ia ble ventral , dor sal or dorso-ventral cu rva t u r e, with var ia ble coil ing eit her

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134 ADAM UR B ANEK

planispiral or helicoidal, or coiling along the axis of the rhabdosome, branching frequency of stipes '' ,

Doubtlessly, there is some interdependence between features of group A and group B, since the shape of the rhabdosome is occasionally in a certain sense determined by the structure of thecae and their succession. A striking example here is that of representatives of Petalograptinae (fig. 9) of which Cephalograptus Hopkinson is in Bulman's opinion (1955) "an extreme development of Petalograptus"

(p. 87). This may be explained by the supposition that the foliate shape of the rhabdosome in Petalograptus Suess has experienced strong elon- gation in Cephalograptus. This has been effected by corresponding allometric modifications of thecae, with a bearing on changes in the shape of the whole colony.

Among some evolutionar y lines of the monograptids, Sudbury (1958) has likewise been able to correlate the inclination angle of thecae or their isolation with the curvature of the rhabdosome. In Monograptus argenteus (Nicholson) e.g. the proximal thecae do not overlap at first, but do so rapidly after a certain distance, leading to strong local bending of the rhabdosome (Bulman, 1951; Sudbury , 1958). Similar relations have been ascertained in many other forms.

Taking into consideration data available on the astogenetic variability of thecae in Graptoloidea, and particularly so in monograptids, the following classification of colonies into groups, according to the type of their astogenetic succession, is proposed.

A. Uniaxiat e coloni es - with one only rhabdosom e branch present.

1. Forms displaying the same thecal type thr oughout the rhabdo- som e : uniform; astogeny here is ex pr essed by changes of size and some slight allometric effects only. Many representantives of the mono- graptids, among others of the genera Monograptus Geinitz and Pristio- graptus Jaekel, are here ref er abl e : e.g . Mon ogr aptus clingani (Car- ruthers), M.communis (Lapworth), M.uncina tus Tullberg, Pristiograptus dubius (Suess) may be mentioned as those which have been more

2 The changes which some of the just mentioned struct u r al charact ers undergo, have been more closel y investigat ed by biometric method s. Urbanek (1953) has attempted to analyse changes ref erring to height of rh abd osome and sh ape of ape r t u re in Saetograptus chi m aera cervi cornis Urb.; Kraatz (1958) has thoroughly st u d ie d the astogen etic va r iability of a number of indices in a monograptid described by him as Mono grap tu s kallimo r p hus Kraatz; mea surem ents of thecal size in some monograptid s wit h out over la p and thei r analysis were also made by Sudbury (1958).

Fig. 1. - Astogenetic su ccession of thecae in various Monograptidae : A Mono- gr ap t u s arg ent eu s (Nichols on), B M. fimbr iatus (Nichols on ), C M. rait zha ini ens i s (E isel), D M. triangulatus (H a rk ness), E M. communis (L ap w orth); outline of rhab- dosom es approx , X 2, theca e approx. X 10, fusell ar st r uct u re sim plif ied (from

Bulman, 1951, 1958).

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EVOLUTIONARY CHANGES IN GRAPTOLITE COLONIES 135

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136 ADAM UR B ANE K

E

I

I I I I I

I I I I

I I

I I I I I I I I I I

A

I I

[?

Fig. 2. - Astogenetic succession of thec ae in vario us Monogr a pt idae, based on specimens dissolved out of their matrix: A Cucullograptu s hemia v ersus n.sp ., B Saetograptus chima era (Bar ran de ), C Col on ograptu s col onu s (Ba r ra nde), D Mon o- graptus prio don (Br on n) , E M. un c in a t u s Tullberg, F Pri sti ogra ptu s du b i us (S uess).

For each sp ecies proximal , medial and distal theca e are shown. From various Silurian erratic boulders. A ap p rox , X 20, B-F approx, X 10.

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EVOLUT IO NA RY CH ANGESIN GRAP TOLIT E CO L O N I !: !t 137

fully investigated in this respect. Forms of this type are shown in fig.

1E, 2E, F).

2. Forms whose proximal thecae differ distinctly from the dist a l one s : biform. Two types of ast oge net ic succession may be here distin- gu ished:

a) forms whose proximal theca e are distinguished by additional cha- racters not pr esent in distal thecae , or by more inten se manifestation of some characters less marked in distal theca e. This grou p com pr ises very numerous for ms: out of mon ograptids, many rep r esentatives of Mon ograp tu s Ge initz ", Colonograptu s Pribyl, Saetoqrap tus Pribyl ; e.g.

spe cies Monograptu s rev olu tu s (Kurek) , M.arg en t eu s (Nich olson) , M.dif- formis Tornquis t , M.tri an gul atu s(Harkness) , to a cert a in ex t ent aliso Mono grap tu s priodon (Bronn) , Cc umoqrap tu s colo nus (Barr ande) and Saet ograptus chimaera (Ba rrande). Forms of this gro u p are represented in fig. 1A-D, 2B-D;

b) forn:s whose dist al theca e are distinguish ed by some ad d it iona l cha racters not occu r r ing in proximal theca e , or by st r onge r intensity of manifestation of certa in characte rs. Th us far these forms have not been ade q uate ly known. The present wri ter Has, how ev er, ascerta ine d the occu r re nce of a form representing that type of astogenet ic success ion (comp. fig. 2A) for which he suggests the name of Cucull oqrtrptus

nemiaoers us n.sp. "

B. Mul t iax iate colonies - colo n ies with more than one branch.

1. For ms lacking differ ences in astogene t ic succession on the ma in and la teral br anch es, so that the colony is apparen tly an assem b lage of ~irtua lly inde pe nde nt unia x ia t e colo n ies: Dich ogra p tid a e, Lepto- grapti dae, Div ersogra ptus Manck, Linoqraptus Frech, Abiesqrc puu.

-Hundt.

-2. Forms displaying diff eren ces of ast ogenetic succession on the main branch and on the lateral branch es : Cy rtograp ws Ca r r u t he rs (com p, fig. 10).

Elles (1922) was the first to give an interpr et ation of the interestin g phe no me no n of astogcnetic var iab ili ty of thecae, par ticularly as it is exp r essed in "bifor m" gr ap to lites. According to her hypothesis ,

"bi f'o r m ism" is a conse q ue nce of the particular mode of evolution of graptoli te colon ies". In Elles' opin ion, biformism is an effe ct of the

~ Numerou s spec ies of Mon ograp t u s distinguish ed by cons ide ra ble degree of bifor mis m have been sepa ra te d into the gene ra Demir astri t es Eisel and Pernero- gra p f u s Pr ibyl. This problem is discu ssed on p. 207.

4 Form s menti one d in th e text as new spec ies or subs pe cies are described in all appendix attached to the present pap er (see p. 211).

r.The view s here stated have not all been "expl icit e" expressed by Elles, but may be deduced fr om examples cited by that author.

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138 ADAM URBA NEK

phylogenetic changes in a colony. They occur rather through changes of individuals in a part of the colony than by simu lta neous modifications in all members of one colony. In cer ta in cas es new features are believed

4

5 7

a a

Fig. 3. - Supposed evoluti on ary tre n d in cert ain Monograptida e illustrating the

"p r ogr essive ser ies" in the sense of Elles. Development and sp rea ding of hooked type of theca e (1- 8); a proximal , b dist al parts of rhabdosom e (from Elles, 1922;

redrawn with some modifications).

to be first introduced into the proximal part of the colony. According to Elles, this takes place when new progressive morphological features are introduced ("pr ogr essive series") : In these phylogenetic series we would be dealing wit h the gra d ua l spr eading of new features, progres- sively invol v in g an incr easing number of individual s of a colony and

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EVOLlJT I O NA RY CHA N GES INGRAPTOLIT~COLONIE S 139

finally spreading over the whole colony. An illustration of such a series is provided by the evolutionary line of monograpti which was believed by Elles to represent the su ccessiv e stages of ~he spreading of the hooked thecal aperture (fig. 3)&. The process of morphological simplificatiOJ: ,

"t h e retrogressive series" is believed to occur according to another mode. The new character, morphologically constituting a simplification or reduction of the ancestral type of thecae, would then .first appear

B

Fig. 4. Supposed evoluti ona ry tre nd in Mono- gra ptidae leading from forms provided with hooked theca e (A ) to forms wit h simple theca e (C) illust rating the "retrogress ive series" in the sense of Elles (from Elles, 1922; redrawn with

some modifi cations).

in thecae of the distal part of the rhabdosome, subsequently - in a line of succes sive generations - involving the whole of the colony. The var ious "re t r ogre ssive lines fr om hook" (fig. 4) postulated by Elles ar e exam ples of these processes.

Of particular importance is here the fact, for the first time stressed by Elles, that in graptolites changes of thecal type occur by gradual spre ad ing of the new thecal type wit h in colon ies wh ich const it u t e the successive sta ges of given phylogenet ic ser ies. These concepts were su bse q ue ntly confirmed in papers by other au thors, pa rticularly those of

GIt seems that the phyl ogene ti c series suggested by Elles does not oons tjtute one evoluti ona ry trend. In other words, it is not an unbroken chain of the direct ances tors and descendants of one stock (0. Abel's "Ahne nre ihe"), but suppose dly merely represent s the suc cess ive morphological stages occurring during the evoluti on in a number of such trend s (0. Abel' s "Stufen rei he"). The occurren ce of some

"ret rog ressive series" are confirm ed recently by Sudbury (1958), but the "retro- gressive" series, postulat ed by Elles and quot ed belo w to illust rat e her conside-

rations. seem s rather doubtful in some respects.

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140 ADAM URBANEK

Bulman (1933, 1951, 1958) and Sudb u ry (1958) who published new and reliable ev id ence to support them. Jaeg er (1959) also described pheno- mena of gradual dev elopment of ape r t ural lobes in the geologically you ngest mono graptids (evbed s). He has arr ive d at the conclusion that in some of lineages distinguish ed by him, this cha ract er was initially manifested in proximal par t s of the rhabdosome, subs eq u en tly spreading toward the dist al end . This mod e of evolu t ion was dete rmined by Jaeger as a proterogeny. The op inio n advanced by Elles that ch a nges in theca e are reali zed by the grad ua l spread ing of a new thecal type alon g the rha bdos ome seems, therefore, suff icie ntly sou nd, while her other views call for further discu ssion.

In consi dering these facts, de Beer (1958 and ea rli er) attempted to expla in them fr om the em bryolog ical stand poin t. He beli eved that some modes of the int rodu cti on and distribution of new feat ures in gra ptolite colon ies might be regarded as a case of "colon ia l neot eny " (1958, p. 86-87). By using certain analogies we might indeed su ggest here a sor t of prot er ogeny, paed ornorph osis or colonial gero nto rnor phosis. How- ever, a de ep er insight into the problem shows tha t in respect to feat u res "int ro d uced prox imally", the "colonial paedomorphosis " wou ld be expre sse d by cha nges affect ing pa rt icular individuals and bearing a distinctly gero n to mo rph ic character. For exam ple, in the spread ing of the "hooked" sha pe distal thecae acq ui re matur e or ger ontic ch ara cters of proximal theca e of their ancesto rs. Hence it seems that concepts applicable to individ ua l ontogeny, when used in ref er en ce to colonial dev el opment realized by changes of numerous individuals, may lead to misunderstandings and will not clear up any doubts. Bulman is thus right in assert ing tha t "concepts borrowed from simple ontogenies may becom e misleading when applied to astogeny" (195 1, p. 327).

The inter esting and important hypothesis adva nced by Elles is act u ally mor e a description of certa in facts than an analysis of the su pposed causes of these facts. Hence Westolls hypot hesis (1950) at t em pt ing a caus a l expla na ti on of these processes is of marked inte r est.

Grounding his considerat ions on de Beer's views (1940 , 1958), Westoll advan ced his "potent ial hy per mor ph" conce pt'. He used it in trying to expla in the pr oble evolu t ionary mechanism of cer ta in monograptids which had by Elles been refer r ed to the pr ogressi v e and retrogressive seri es.

7 According to de Beer 's terminology (1940, 1945),hypermorphi sm maybedefi ned as a phylogen eti c process consisti ng in th e addi tio n of a new stage to the adult stage of the ancest or (A. N. Severtzof f 's anaboly, prolo ngation of V. Franz). Wes- toll's (1950) potential hyp ermorphosis may be defi n ed as a state when corres- ponding morpholo gical modifi cati ons migh t be realized through the addition of anews~ aeeofontogen y, but do not act ually occurowing to.restricted growth ability.

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'E V OLUTI O NARY CH A N G ES IN GRAPTOLITE COLONIE S 141

Fig. 5. - Diagram illustra- ting the spreading and loss of hooked thecae in "p r og r essi-

ve" and "r et r ogr essive" ser-

ies in monograptids, accord- ding to the "potential hyper- morph concept" of Westoll.

Hooked shape of aperture is, beli eved to be linked with a defined growth stage of theca (marked by broken line), which in some species - may be attained by all indi- viduals of a colony, in others only by .part of them (from

Westoll, 1950). '

I

~

-:.~~".,J.I

~ I I I

I I

~

~

.-1

f I~

According to Westoll, certain features of thecal structure might be connectedwitha definite stage of thecal growth or of developm ent attained by the theca. During the evolution of the "progressive series" in the various forms, the number of zooids.attaining that growth stage would progressively increase (comp. fig. 5: arqen- :

reu s - priodon). During the colonial evo- lution of graptolites belonging to the "retro- gressive series", proximal individuals only would attain a stage of growth in which appr opr iate apertural differentiation occurs.

The other members of the colony not having attained that stage would- morphologically speaking - be simplified owing to relative growth inhibition. The evolution of the re- trogressive series (comp. fig. 5: priodon - c'i.. cotonusswould consist just of these chan- ges constituting an abbreviation of'ontogeny, i.e. a sort of neoteny. The changes may like- wise be according to Westoll, "stated in terms of de Beer's paedomorphosis and re- tardation".

Westoll 's views were met by criticism on the part of Bulman (1951). He demonstrated that they do not adequately explain all the, cas es of colonial evolution in monograpti. In '7::~:';~

Bulman's opinion, they are not, in the first place, applicable to those processes during the introduction and spreading of new progressive thecal types (Elles' progres- sive series). The "potential hypermorph"

concept accepts the existence of stadial dif- ferences between the members of one colony due to absence of a well developed terminal segm ent in thecae with simple apertural parts.

According to Bulman, this is not very likely since it does not agree with the fact that all individuals of a colony invariably represent

the same thecal segment, i.e. the metatheca. It is to Bulman too, that we owe the detailed analysis of astogenetic changes of thecal shape in a num- ber o'f mon ogr apt i which represent the various stages of certain phylo- genetic series (fig. 1). In some of these Bulman has ascertained the well known fact that proximal thecae are morphologically more

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142 A DAM URBANEK

strongly modified than the distal. In Monogmptus decipiens Tornquist and M.communis (Lapworth) that author has observed, however, that "new features may originate or be dominantly expressed distally, but an appearance limited to the proximal end is far more com- mon" . Bulman's investigations have made important progress in the analysis of the mode of thecal variation in some monograptids and contribute to the comprehension of a graptolite colony as a unit under common genetic control. In result of his cons ider a t ions, Bulman (1951, 1958) is inclined to accept the "or t hodox view that the new types are transformations of thecal form introduced proximally into the rhabdosome with the corollary that the fact concerned loses its potency as the colony ages" (1951). Bulman believes that hypermorphosis might possibly explain the "ret r ogr ess ive hook series " (1951), but that the occurrence here "of some factor of graduall y decreasing intensit y throughout the colon ial unit appears a more probable explanation"

(1958). According to that author (1958), the "succ ession of ind iv id u a ls, appears as something com par a ble wit h the varying field of growth potential of a solita ry organism and perhaps finds its closest parall el among metamerically segmen te d animals" .

Westoll's views were criticized by Urbanek (1958) from another st and point, based on his ret r ogr ess ive ser ies conce pt. Westoll agrees with the hypothesis of Elles that the "r etr ogr essive series" wou ld lead fr om uniform forms provided with hooked theca e throughout the length of the rhabdosome to forms with hooked thecae limited to the proximal part of the rhabdosome. Now, howev er, we know that the phylogenetic trend suggested by Elles requires certain amendments, since ancestors of this series too, i. e. Monograptus priodon (Bronn) are likewise cha- racterized by some degree of biformism. In the just named form the lateral processes of proximal thecae differ strongly from those of distal thecae and, in spite of the uniform char ac ter of the apertural lobes throughout the rhabdosome length, this is undoubtedly a represen- tative of the "bi for m type (comp. fig. 2D). Hence, wit h in the suggested evolutionary trend we wou ld not be dealing wit h an appearance of biformism but with differences between ancestors and descendants, consisting in the absence or presence of apertural lobes. Hence, this example , neglecting even some uncertainties whether it may be consi- dered as ancestral for the mentioned lineage, is not an illustration of Westoll's hypothesis, since within the su ggest ed evolutionary trend the mode of evolution would undoubtedl y differ from that supposed by that author.

Urbanek (1958, p. 28) has likewise st re sse d the st r ong sim ila r it ies of the regular astogenetic succession of theca e in graptolite colonies

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EVOLUTIONARY CHANGES IN GRAPTOLITECOLONIES 143

Fig. 6. - Fusellar structure of thecae in Cucullograptus he- miaversus n.sp. AI-A2 pro x im al theca from right and left side, BI-B2 dist al theca from right and left side (boulder S. 200,

(Rewal), approx . X 75.

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144 ADAl\! URBANEK

with the occurrence of "g r owt h gradients" and the "gr ow th gradients potenti al" concept, such as has recently been postulated -by Huxley (1930). On the other hand, he has also pointed out difficulties encoun- tered in the determination of the nature of stimulating and inhibiting factors, controlling the spreading of characters and moreover in the determination of factors responsible for thecal shape. According to Huxley's growth gradients theory, the decisive factor here would be the position of theca within the rhabdosome, while Bulman's consi- derations suggest rather the colo n ia l age factor.

New light has been shed on the here studied problems by data resulting. from the present writer's new investigations of regularities in the evolution of some Silurian graptolites from the Monograptidae, subfamily Cucullograptinae (Urbanek, 1958). These forms have been studied mainly from erratic boulders of Scandinavian origin, Ludlovian in age (comp. p. 176).

A new species, which the writer proposes to call Cucull oqraptus liemiauersus n. sp., displays a very peculiar st r uct u r e. The thecae of this species are provided with two lateral apertural lobes, initially nearly symmetric. The subsequent thecae are characterized by pro- gressive hypertrophy of the left lobe, accompanied by corresponding distrophy of the right one. Consequently, the more distal thecae display stronger asymmetry (fig. 2A & 6). These forms may be, on existing evidence, traced to ancestors with two symmetric apertural lobes in thecae .t h r ou ghou t the rhabdosome length. The just mentioned forms though not very abundant, are encountered within the graptolite fauna of erratic boulders (comp. p. 179). The hypertrophy of the left lobe in this evolutionary trend and its overlap onto the right lobe, as well as the associated distrophy of the right lobe, are all features "introduced distally" in a series of descendants. In a strictly morphological sense, the hypertrophy of the lobe and the appearance of asymmetry cannot be recognized as a retrogressive character responsible for structural simplification. On the contrary, we are more probably dealing here with progressive modification of the apertural apparatus. This is most distinctly shown in a form, by the writer named Cucullograptus aversus rostratus n. subsp.; it is referable to the same evolutionary trend. In the latter form, the leit lobe sh ows further progressive development (com. p. 182). However, this feature, at first affecting the distal thecae alone (C. hemiaversus n. sp.), subsequently occurs throughout the rhab- dosome (C. aversus (Eisenack)), hence behaving as new features in Elles' "retrogressive series".

Bulman is in favour of a similar concl usion when he writes: "some evidence, however, indicates that the thecal changes affect the distal

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EVOLU T IONARYCHANGES IN GRAPT O L ITE COLONIES 145

part of the rhabdosome alone, and in Cyrtograptus the more conspi- cuous changes com m on ly appear to be in the dist al thecae" (1955, p. 45).

Thorsteinsson's data (1955) likewi se apparently suggest that "th r ough- ou t the cyr tog ra ptids the pr oximal theca e are invariably of a closely com par able type, and that diff erences appea r ing in the distal thecae ca n not be classed exac tly as retrogres sive" (fid e Bulman, 1955, p. 49).

On the other hand, Sudbury (1958) found that t~e sim plif icat ion of rast r it ifor m thecae in the lineage of Monograptus triangulatus [imbrie- tus (Nich.) is a character introdu ced distally into the rhabdosome. This means that the menti on ed mode of introd uc tio n of new characters is evi- dently indep end ent of na ture of the cha nge being in some cases

"progr essiv e", in others "regressive " in the formally morphological sense .

Hen ce the distinction, prop osed by Elles of the "pr ogressive and retrogressiv e series " on differen ces in mode .of introduction of new ch ar acters, is beli ev ed as unconformabl e with the evide nce now available and hence it requires amend ments. Ther ef or e, gr ou p A, 2a of mono- graptids distingu ish ed previously (comp. p. 137) comprises all forms wit h st r onger modi fication s in the proximal parts of the rhabdosome, and their separati on into representatives of the progressive and the retrogr essive ser ies does not seem reason ably justified. The last men- tione d view is based on definite phylogen etic hypot he se s which in turn call for some sound evid ence. Sho uld we discard this criterion, the distinction between "pr ogressive" and "r et r ogre ssive" characters will lose its poignancy or perhaps be altogethe r impossible. Moreover, we are now in possession of evidence indicating that "pr ogr essive" cha- racters may beh ave similar ly as "r egr essiv e" cha rac t ers should do accor ding to the op in ion of Elles.

Stronger manifestation of cer tain morphological charact ers in the distal part of the rhabdosome bar s th e supposition that astogenetic variability may be due to the aging of the colony as a wh ole, i. e.

determined by th e time and succession of budding of particular zooids.

Distal zooids do not at all display lack of capacity for differ entiation, and in som e cases on the contrary they represent maximum structural modifications.

Cucullograptu s hemiav ersus n. sp . an d its relatives moreover indicate that neither can Westoll 's "po ten tia l hypermorph" concept be used to expla in the evolution of this phylogenetic tr end. Even though st r on g mod ificat ions hav e affected the apertur al apparatus, they cannot be ref erred to lack or add iti on of cer tain growth stag es or absence of certa in thecal segme n ts . Every morpholog ical change of the peridermal st r uc t u re in gr aptoli tes does indee d lead to growth ch a nges (formation

4 Acta Pa laeo n to logtca Polonica- vol. V!2

10

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146 ADAI\! URBANEK

or reduction of fuselli ), sim ila rly as in the case of the "acc r et iona ry type of growth" (Huxl ey , 1932), bearing an additive ch ar act er . In this particular case, however, we may be all the more certain that morpho- logical differences of adjacent theca e ca n not be explained by growth

operturul port

metcthaci suboper turol

port

prolhoe<

A B

Fig. 7. - Comparison of homologic segmen ts of theca e in Graptoloidea. Metathe- ca in graptoloids without ape rtu r al appa ra t us rep resen ts mere su baper tur al seg- ment (A); met atheca in graptoloid s provid ed with apertural apparatu s represents

both subapertural and ape rt u ral segmen t s (B).

differences. In Cu culioqrap tu» hemia oersu s n. sp. the theca e represent indeed not only the same thecal segme nt (metatheca) but, moreover, its apertural part is represented by apertural lobes dev elop ed in all the thecae. Hence it is doubtless that they represent the same growt h stage, which would not necessarily alway s be so, if some thecae repre - sent the su baper tur al part of meta theca alone (comp. fig. 7A), wh ile others the apertural one too (comp. fig. 7B). Therefore, in the case of C. hemiaversu s n. sp. growth differences of the various theca e, doubtlessly representing the same gr owt h stage but never thel ess diffe- ring strongly, could not be the decisiv e factor deter mi ni ng the struc t ure of the apertural apparatus. These differences do not consist in the absence or pr esence of the respective thecal segment (i. e. the apertural segment), but in various mod ificati ons of structure of the same seg m ent. Growth differences, as suggested by Westo ll, doubtlessly occu r in many cases, but his interpretation does not seem adeq uate for some ot her ones.

The above remarks might well be suppleme n te d by stressin g that Westoll's hypothesis, like all pr ev iousl y ment ion ed concepts, fails to in terpret another important process, namely tha t of the cha ngin g expressiv ity of given characters, thanks to which evolu t ion in gr aptoli te colonies involves not only the spr eading of a given char ac ter among the mem b er s of a colo ny, but changes of its expressivity too. The

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EVOLUTIONARYCHANGES IN GRAP TOL ITECOLO NIE S 147

particular stages of the "pr ogr essiv e ser ies" differ not only in the num ber of thecae display ing a given character, but also in the degr ee of its expression (comp. also data of Bulman, 1951, Sud bury, 1958;

see p. 175 of the present paper). On the other hand, the occurrence of regular growth differences in thecae of the rhabdosome, suggested by Westoll,would necessarily lead to the acceptance of growth'grad ients, and this has not been suff iciently taken into.the account by Westoll.

On the basis of the above con sid erations, the present writer concludes that so far advanced concepts do not now adequ ately expla in the availab le evidence which indicates that :

1) thecae may display regular morphological succession on the rha bdosom e and these cha nges may cons ist eit he r in the presence or absence of respective thecal segments, and also in different structural modifica tions of the sa me segme nt;

2) evolutionary changes may initiall y affect the proximal or the distal part alone, independ ently however of their being "pr ogr ess iv e"

or "reg ressive" feat ures in the formally morphological sense;

:3) in many gra ptolite grou ps evolution consists in gradual spreading of the new thecal ty pe wh ich may fina lly be manifested in all the members of the colony.

These conside r at ions have induced the writer to sea rch for a more general conce pt which wou ld explain all colon ial org a n izati on types thus far known in gra pt olites, and wou ld be based on modern views concer n ing the process of integration and biolcgical correlations and on up to date genetic views. In the discussion that now follows the writer has availed himself of numer ous ana logies taken from the st udy of living an ima ls and plants, whenever the basic mech anism of thes e processes presented reasonable sim ilarit ies.S

III. MORPHOP H YSIOLOGI CAL INTERPRETATION OF ORGANIZATION OF GRAPTOLITE COLONIE S

Organization of uniaxiat e colon ies

The presence in higher Graptoloid ea colonies of an integrated morphological or gan iza t ion, expressed by a definite astogenetic succes-

8 The mode of evoluti ona ry changes in graptolite colonies, realized primarily by change of a part of the colony, impli es som e analogy to the genomorph concept of Lang and Smith, and other authors, based on studies on colonial Tetracora llia. This interesting conception is, however, in many respects vague and indefinite, and this is why no comparison is made here with evolutionary changes in graptolite colonies - far more regular and better known (comp. Bulman, 1951).

'4

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148 ADAM URBANEK

sion, suggests some striking biological analogies. The gradual modifi- cation of thecae during astogeny in graptolite colonies of the "biform"

type, leading to conspicuous differences between the proximal and distal thecae, doubtlessly indicates that in morphophysiological respect the graptolite colonies were characterized by peculiar polarity and that they were organized according to an "ax ia te pattern" (Child, 1941).

During astogeny, thecal .cha nges were manifested in small structural intergradations of adjacent individuals, without any morphological discontinuity and displaying a definite succession, i. e. direction of changes. These changes were so gradual that it is really never possible sharply to delimit the particular regions of the rhabdosome (comp.

fig. 1, 2). Hence we may without hesitation accept the appearance in such graptolite colonies

of

definite morphophysiological gradients. We are namely dealing here with regular modifications of properties of individuals depending on their position in the colony. These facts seem quite closely to coincide with numerous biological processes which Child (1915, 1941) attempted to explain by his physiological gradient theory. The fundamental points of that gradient theory have, in one way or another, been recognized by a number of authors engaged in the study of the various branches of biology. They were i.a. D'Arcy Thompson (1952), Horstadius (1935, and later works), Huxley (1932, 1950), Huxley and de Beer (1934), Runnstrom (1928, and later works), Spemann (1936, and earlier works).

Numerous authors have introduced certain amendments into that theory. Although Child asserted that the physiological gradients are expressed by the metabolic activity gradient, i. e. the respiratory gradient, it has never been possible to prove this, on the contrary, data are now available showing that in this respect the "dominant region"

does not differ from the surrounding tissues (Needham, 1931, fide 1942; Huxley, 1932; Polezaiev, 1945). Moreover, there is considerable evidence indicating that the occurrence of gradients is associated with a corres- ponding mode of the production and distribution of morphogenetic substances. The physiological dominance in coelenterate colonies is even regarded by Barth (1940) and Spiegelman (1945) as competition for physiologically necessary substances (Spiegelman's "concept of physio- logical competition"). The gradual exhaustion of the still available amount of that substance may, in Waddington's opinion (1956), be responsible for the appearance of physiological gradients. This is the conclusion to be drawn from Spiegelman's (1945) and Waddington's (1956) considerations expressed in mathematical language (comp. also Tardent, 1956; Tardent & Tardent, 1956; Tardent & Eymann, 1959; Tweedell, 1958).

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EVOLUTIONAR YCHANGESIN GRAPTOLITE:COLONIES 149

The presence in graptolite colonies of a distinct morphological gradient likewise seems to suggest that its origin is due to the spreading of appropriate morphogenetic factors. These are in most cases known in living organisms, represented by certain substances. Numerous experiments carried out on coelenterates seem to indicate that the dominance and physiological gradients may be due to the spreading of suitable substances. The blocking or restriction of inh ib it ion has been here obtained by introducing into the coenosarcal cavity of a drop of oil, or air vesicles, or by ligature of the stolon (e. g. Barth, 1938).

These mechanical factors check the spreading along the stolon of cor r espond ing substances at the same time blocking the dominance (inhibition), (Spiegelman, 1945). In view of these facts it may be accepted that, within graptolite colonies, the gradient of such active substances would affect not som e physiological properties only , but the morphogenetic too. Hence it seems that the interpretation of graptolite colon ies by the "concep t of physiological com pet it ion" is more reason- able than the acceptance of the "spe cif ic inhibition" conce pt, recently adva nced by Rose (1957)9.

Independently of these discussions the occurr ence of morphophysio- logical gradients has now been ascertained beyond any doubt (Huxl ey, 1932, 1950; Polezaiev, 1945; Wagner & Mitch ell, 1955). The major it y of authors agree that Child's hypothesis is a most cre at ive and fruitful one. The fundamental points of the morphophysiological gradient theory (Child, 1915, 1941) are very helpful in interpreting the organization of graptolite colonies!". Without going into details of no bearing for our problems these points may be summarized as follows:

1. Both in solitary organisms and in colonies, gr adual and directional cha nges of physiological and morphologic al properties are manifested , i. e. the occurrence of graded decrease , from the region of the high est

9 This hypothesi s postulates that the cell s of an organi sm are all provid ed with equal development abilities. Some of them, however, upon attaining suit a ble differentiation , will - by way of inhibition - prevent same differentiation proc ess es, in other s thus causing the remaining cells to take up a different direction of differentiation. The inhibiting factors are manifest ed by the direc t cont act of cells, by way of transmission of some su rfa ce changes. This hypo- thesis contains new and important ideas. They are , however, of greater signi- ficance with referenc e to organogen y than to astogeny (for m ati on of colonie s).

E.g. it does not adequately ex plain the astogen etic succession of "u nif or m"

graptolites, such as those provided wit h same dlfferentiation, e. g. hooked thecae throughout the rhabdosome length. Neither does it seem justifiable to postulate that the direct su rf ace contact of cells is the main way of the transmission of inducti on (inhibition) in graptolite colonies. Also the new concept of morphogen etic fields, based on spatial distribution of succes sive stages of a common chain of metabolic reactions, postulated by Abeloo s (1955) for interpret ation of regen eration phenomena iri annelids, seems to be in a les ser degree applicable to graptolite colonies than the orthodox physiological gradie nt concept of Child.

~o See next page.

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