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At the very outset, when the general characteristics of living things were considered, much was said on the subject of adaptation as a universal phenomenon of nature. It was not contended that perfection is attained by any living mechanism, but it was held that no place exists in nature for an organism that is incapable of adjusting itself to the manifold conditions of life. A modus vivendi must be established and some satisfactory degree of adaptation must be attained, or else an animal or a species must perish. With this fundamental point as a basis, we look to nature for two kinds of natural processes or factors, first, those which may originate variations as primary factors,—the counterparts of human ingenuity and invention in the case of locomotive evolution,—and the secondary factors of a preservative nature which will perpetuate the more adaptive organic changes produced by the first influences; it is clear that the latter are no less essential for evolution than the first causes for the appearance of variations.

The term "variation" is employed for the natural phenomenon of being or becoming different. It is an obvious fact that no child is ever exactly like either of its parents or like any one of its earlier ancestors; while furthermore in no case does an individual resemble perfectly another of its own generation or family. This departure from the parental condition, and the lack of agreement with others even of its closest blood-relatives, are two familiar forms of variation. As a rule, the degree to which a given organism is said to vary in a given character is most conveniently measured by the difference between its actual condition and the general average of its species, even though there is no such thing as a specimen of average nature in all of its qualities. In brief, then, variation means the existence of some differences between an individual and its parents, its fraternity, and, in a wider sense, all others of its species.

Passing now to the causes of variation, all of the countless deviations of living things can be referred to three kinds of primary factors; namely, the environmental, functional, and congenital influences that work upon the organism in different ways and at different times during its life. We shall learn that the evolutionary values of these three classes are by no means equal, but we take a long step forward when we realize that among the things we see every day are facts demonstrating the reality of three kinds of natural powers quite able to change the characters of organic mechanisms.

The "environment" of an organism is everything outside the creature itself. In the case of an animal it therefore includes other members of its own kind, and other organisms which prey upon its species or which serve it as food, as well as the whole series of inorganic influences which first come to mind when the term is used. For example, the environment of a lion includes other lions which are either members of its own family, or else, if they live in the same region, they are its more or less active rivals and competitors. In the next place, other kinds of animals exist whose lives are intimately related to the lion's life, such as the antelopes or zebras that are preyed upon, and the human hunter to whom the lion itself may fall a victim. In addition, there are the contrasted influences of inorganic nature which demand certain adjustments of the lion's activities. Light and darkness, heat and cold, and other factors have their direct and larger or smaller effects upon the life of a lion, although these effects are less obvious in this instance than in the case of lower organisms.

The reality of variations due to the inorganic elements of the environment is everywhere evident. Those who have spent much time in the sun are aware that sunburn may result as a product of a factor of this class. The amount of sunlight falling upon a forest will filter through the tree-tops so as to cause some of the plants beneath to grow better than others, thus bringing about variations among individuals that may have sprung from the myriad seeds of a single parent plant. In times of prolonged drought, plants cannot grow at the rate which is usual and normal for their species, and so many variations in the way of inhibited development may arise.

Then there are the variations of a second class, more complex in nature than the direct effects of environment,—namely, the functional results of use and disuse. A blacksmith uses his arm muscles more constantly than do most other men, and his prolonged exercise leads to an increase of his muscular capacity. All of the several organic systems are capable of considerable development by judicious exercise, as every one knows. If the functional modifications through use were unreal, then the routine of the gymnasium and the schoolroom would leave the body and the mind as they were before. Furthermore, we are all familiar with the opposite effects of disuse. Paralysis of an arm results in the cessation of its growth. When a fall has injured the muscles and nerves of a child's limb, that structure may fail to keep pace with the growth of the other parts of the body as a result of its disuse. These are simple examples of a wide range of phenomena exhibited everywhere by animals and even by the human organism, demonstrating the plasticity of the organic mechanism and its modification by functional primary factors of variation.

But by far the greater number of variations seem to be due to the so-called congenital causes, which are sharply contrasted with the influences of the first and second classes. It is quite true that the influences of the third class cannot be surely and directly demonstrated like the others, but however remote and vague they themselves may appear to be, their effects are obvious and real, while at the same time their effects are to be clearly distinguished from the products of the other two kinds. Congenital factors reside in the physical heritage of an organism, and their results are often evident before an individual is subjected to environmental influences and before it begins to use its various organs. For example, it is a matter of common observation that a child with light hair and blue eyes may have dark-eyed and brown-haired parents. The fact of difference is a phenomenon of variation; the causes for this fact cannot be found in any other category than that comprising the hereditary and congenital influences of parent upon offspring. How the effect is produced by such causes is less important in the present connection than the natural fact of congenital variation. Science, however, has learned much about the causes in question, as we shall see at a later point.

Thus the first step which is necessary for an evolution and transformation of organic mechanisms proves to be entirely natural when we give only passing attention to certain obvious phenomena of life. The fact of "becoming different" cannot be questioned without indicting our powers of observation, and we must believe in it on account of its reality, even though the ultimate analysis of the way variations of different kinds are produced remains for the future.

Having learned that animals are able to change in various ways, the next question is whether variations can be transmitted to future generations through the operation of secondary factors. Long ago Buffon held that the direct effects of the environment are immediately heritable, although the mode of this inheritance was not described; it was simply assumed and taken for granted. Thus the darker color of the skin of tropical human races would be viewed by Buffon as the cumulative result of the sun's direct effects. Lamarck laid greater stress upon the indirect or functional variations due to the factors of use and disuse, and he also assumed as self-evident that such effects were transmissible as "acquired characters." This expression has a technical significance, for it refers to variations that are added during individual life to the whole group of hereditary qualities that make any animal a particular kind of organism. If evolution takes place at all, any new kind of organism originating from a different parental type must truly acquire its new characteristics, but few indeed of the variations appearing during the lifetime of an animal owe their origin to the functional and environmental influences, whose effects only deserve the name of "acquired characters" in the special biological sense.