Henry Walter Bates (8 February 1825, in Leicester – 16 February 1892, in London) was an English naturalist and explorer who gave the first scientific account of
mimicry
In evolutionary biology, mimicry is an evolved resemblance between an organism and another object, often an organism of another species. Mimicry may evolve between different species, or between individuals of the same species. Often, mimicry ...
in animals. He was most famous for his expedition to the rainforests of the
Amazon
Amazon most often refers to:
* Amazons, a tribe of female warriors in Greek mythology
* Amazon rainforest, a rainforest covering most of the Amazon basin
* Amazon River, in South America
* Amazon (company), an American multinational technolog ...
with Alfred Russel Wallace, starting in 1848. Wallace returned in 1852, but lost his collection on the return voyage when his ship caught fire. When Bates arrived home in 1859 after a full eleven years, he had sent back over 14,712 species (mostly of insects) of which 8,000 were (according to Bates, but see Van Wyhe) new to science. Bates wrote up his findings in his best-known work, '' The Naturalist on the River Amazons''.
Life
Bates was born in Leicester to a literate middle-class family. However, like Wallace,
T.H. Huxley
Thomas Henry Huxley (4 May 1825 – 29 June 1895) was an English biologist and anthropologist specialising in comparative anatomy. He has become known as "Darwin's Bulldog" for his advocacy of Charles Darwin's theory of evolution.
The storie ...
and Herbert Spencer, he had a normal education to the age of about 13 when he became apprenticed to a hosiery manufacturer. He joined the Mechanics' Institute (which had a library), studied in his spare time and collected insects in Charnwood Forest. In 1843 he had a short paper on beetles published in the journal ''Zoologist''.
Bates became friends with Wallace when the latter took a teaching post in the Leicester Collegiate School. Wallace also became a keen
entomologist
Entomology () is the scientific study of insects, a branch of zoology. In the past the term "insect" was less specific, and historically the definition of entomology would also include the study of animals in other arthropod groups, such as arach ...
, (his first interest had been plants) and he read the same kind of books as Wallace, and as Darwin, Huxley and no doubt many others had. These included Thomas Robert Malthus on population, James Hutton and Charles Lyell on geology, Darwin's ''
The Voyage of the Beagle
''The Voyage of the Beagle'' is the title most commonly given to the book written by Charles Darwin and published in 1839 as his ''Journal and Remarks'', bringing him considerable fame and respect. This was the third volume of ''The Narrative ...
'', and above all, the anonymous '' Vestiges of the Natural History of Creation'' (by Robert Chambers), which put evolution into everyday discussion amongst literate folk. They also read William H. Edwards's ''Voyage Up the River Amazons'' on his Amazon expedition, and this started them thinking that a visit to the region would be exciting, and might launch their careers.
The great adventure
In 1847 Wallace and Bates discussed the idea of an expedition to the Amazon rainforest, the plan being to cover expenses by sending specimens back to London. There an agent would sell them for a commission. (The often repeated statement that the main purpose was for the travellers to "gather facts towards solving the problem of the origin of species", and that Wallace put this in a letter to Bates, is almost certainly a myth, originating in a convenient adjustment of history by Bates in ''The Naturalist on the River Amazons'' of 1863.) The two friends, who were both by now experienced amateur entomologists, met in London to prepare themselves. They did this by viewing South American plants and animals in the main collections. Also they collected "wants lists" of the desires of museums and collectors. All known letters exchanged between Wallace and Bates are available i Wallace Letters Online
Bates and Wallace sailed from
Liverpool
Liverpool is a City status in the United Kingdom, city and metropolitan borough in Merseyside, England. With a population of in 2019, it is the List of English districts by population, 10th largest English district by population and its E ...
Amazon
Amazon most often refers to:
* Amazons, a tribe of female warriors in Greek mythology
* Amazon rainforest, a rainforest covering most of the Amazon basin
* Amazon River, in South America
* Amazon (company), an American multinational technolog ...
was his base camp for four and a half years. His health eventually deteriorated and he returned to Britain in 1859, after spending nearly eleven years on the Amazon. He sent his collection on three different ships to avoid the fate of his colleague Wallace, who lost his entire collection when his ship sank. Bates spent the next three years writing his account of the trip, '' The Naturalist on the River Amazons'', widely regarded as one of the finest reports of natural history travels.
Home at last
In 1863 he married Sarah Ann Mason. From 1864 onwards, he worked as assistant secretary of the
Royal Geographical Society
The Royal Geographical Society (with the Institute of British Geographers), often shortened to RGS, is a learned society and professional body for geography based in the United Kingdom. Founded in 1830 for the advancement of geographical scien ...
Royal Society
The Royal Society, formally The Royal Society of London for Improving Natural Knowledge, is a learned society and the United Kingdom's national academy of sciences. The society fulfils a number of roles: promoting science and its benefits, r ...
.
He died of bronchitis in 1892 (in modern terms, that may mean
emphysema
Emphysema, or pulmonary emphysema, is a lower respiratory tract disease, characterised by air-filled spaces ( pneumatoses) in the lungs, that can vary in size and may be very large. The spaces are caused by the breakdown of the walls of the a ...
). A large part of his collections are in the
Natural History Museum
A natural history museum or museum of natural history is a scientific institution with natural history collections that include current and historical records of animals, plants, fungi, ecosystems, geology, paleontology, climatology, and more ...
(see ''The Field'', London, 20 February 1892). Specimens he collected went to the Natural History Museum, at that time called the British Museum (Natural History), and to private collectors; yet Bates still retained a huge reference collection and was often consulted on difficult identifications. This, and the disposal of the collection after his death, are mentioned in Edward Clodd's ''Memories''.
Wallace wrote an obituary of Bates in ''
Nature
Nature, in the broadest sense, is the physical world or universe. "Nature" can refer to the phenomena of the physical world, and also to life in general. The study of nature is a large, if not the only, part of science. Although humans ar ...
''. He describes Bates's 1861 paper on mimicry in Heliconiidae butterflies as "remarkable and epoch-making", with "a clear and intelligible explanation", briefly addressing its attackers as "persons who are more or less ignorant of the facts". He then praises Bates's contributions to entomology, before regretting, in remarkably bitter words for an official obituary, that the "confinement and constant strain" of "mere drudgery of office work" for the Royal Geographical Society had with "little doubt ... weakened his constitution and shortened a valuable life".
His work
Henry Bates was one of a group of outstanding naturalist-explorers who were supporters of the theory of
evolution
Evolution is change in the heritable characteristics of biological populations over successive generations. These characteristics are the expressions of genes, which are passed on from parent to offspring during reproduction. Variation ...
by
natural selection
Natural selection is the differential survival and reproduction of individuals due to differences in phenotype. It is a key mechanism of evolution, the change in the heritable traits characteristic of a population over generations. Cha ...
(
Charles Darwin
Charles Robert Darwin ( ; 12 February 1809 – 19 April 1882) was an English natural history#Before 1900, naturalist, geologist, and biologist, widely known for his contributions to evolutionary biology. His proposition that all speci ...
Richard Spruce
Richard Spruce (10 September 1817 – 28 December 1893) was an English botanist specializing in bryology. One of the great Victorian botanical explorers, Spruce spent 15 years exploring the Amazon from the Andes to its mouth, and was one of the ...
and
Thomas Henry Huxley
Thomas Henry Huxley (4 May 1825 – 29 June 1895) was an English biologist and anthropologist specialising in comparative anatomy. He has become known as "Darwin's Bulldog" for his advocacy of Charles Darwin's theory of evolution.
The stor ...
.
Bates' work on Amazonian
butterflies
Butterflies are insects in the macrolepidopteran clade Rhopalocera from the order Lepidoptera, which also includes moths. Adult butterflies have large, often brightly coloured wings, and conspicuous, fluttering flight. The group comprises t ...
led him to develop the first scientific account of
mimicry
In evolutionary biology, mimicry is an evolved resemblance between an organism and another object, often an organism of another species. Mimicry may evolve between different species, or between individuals of the same species. Often, mimicry ...
, especially the kind of mimicry which bears his name: Batesian mimicry. This is the mimicry by a palatable species of an unpalatable or noxious species. A common example seen in temperate gardens is the
hover-fly
Hover flies, also called flower flies or syrphid flies, make up the insect family Syrphidae. As their common name suggests, they are often seen hovering or nectaring at flowers; the adults of many species feed mainly on nectar and pollen, while ...
bee
Bees are winged insects closely related to wasps and ants, known for their roles in pollination and, in the case of the best-known bee species, the western honey bee, for producing honey. Bees are a monophyly, monophyletic lineage within the ...
s). Such mimicry does not need to be perfect to improve the survival of the palatable species.
Bates noted of the Heliconids (long-wings) that they were forest dwellers which were:
:1. abundant 2. conspicuous and slow-flying. 3. gregarious; and also 4. the adults frequented flowers. 5. the larvae fed together.
And yet, said Bates "I never saw the flocks of slow-flying Heliconidae in the woods persecuted by birds or dragonflies ... nor when at rest did they appear to be molested by lizards, or predacious flies of the family Asilidaeobber-flieswhich were very often seen pouncing on butterflies of other families. ... In contrast, the Pieridae (sulfur butterflies), to which ''Leptalis'' belongs ow called ''Dismorphia''">Dismorphia.html" ;"title="ow called ''Dismorphia">ow called ''Dismorphia''are much persecuted."
Bates observed that many Heliconid species are accompanied by other species (Pierids), which mimic them, and often cannot be distinguished from them in flight. They fly in the same parts of the forest as the model (Heliconid) and often in company with them. Local races of the model are accompanied by corresponding races or species of the mimic. So a scarce, edible species takes on the appearance of an abundant, noxious species. Predators, Bates supposed, learn to avoid the noxious species, and a degree of protection covers the edible species, no doubt proportional to its degree of likeness to the model. These testable hypotheses about warning signals and mimicry helped to create the field of evolutionary ecology.
Bates, Wallace and Müller believed that Batesian and Müllerian mimicry provided evidence for the action of
natural selection
Natural selection is the differential survival and reproduction of individuals due to differences in phenotype. It is a key mechanism of evolution, the change in the heritable traits characteristic of a population over generations. Cha ...
, a view which is now standard amongst biologists. Field and experimental work on these ideas continues to this day; the topic connects strongly to
speciation
Speciation is the evolutionary process by which populations evolve to become distinct species. The biologist Orator F. Cook coined the term in 1906 for cladogenesis, the splitting of lineages, as opposed to anagenesis, phyletic evolution withi ...
,
genetics
Genetics is the study of genes, genetic variation, and heredity in organisms.Hartl D, Jones E (2005) It is an important branch in biology because heredity is vital to organisms' evolution. Gregor Mendel, a Moravian Augustinian friar worki ...
) in the Upper Amazon ( Solimões), where he reported that turtle was eaten regularly, and insect catches were especially abundant. He found upwards of 7,000 species of insects in the area, including 550 distinct species of butterfly. Bates nursed a sick toucan back to health. Tocáno (the Indian name, after its cries) proved to be an intelligent and amusing companion, with a voracious appetite. Mainly a fruit eater, he learnt the meal times "to a nicety", and would eat flesh and fish as well as fruit.
Taxonomy
Bates' original work was done on a group of conspicuous butterflies always spelled by Bates as ''Heliconidae''. He divided this assemblage into two groups, the ''Danaoid Heliconids'', having affinities with the tribe Danaini (see also Danainae); and the ''Acraeoid Heliconids'' related to the Acraeini. The former are now known as Ithomiini, closely related to the milkweed butterflies, and were named after the genus '' Danaus'' in the Danainae. The latter are now known as the
tribe
The term tribe is used in many different contexts to refer to a category of human social group. The predominant worldwide usage of the term in English is in the discipline of anthropology. This definition is contested, in part due to confl ...
Heliconiini
Heliconiini is a tribe of butterflies in the subfamily Heliconiinae, also known as the passion-vine butterflies. This group has roughly 100 species and subspecies distributed primarily in the Neotropics.Heliconius''. Both group within the family
Nymphalidae
The Nymphalidae are the largest family of butterflies, with more than 6,000 species distributed throughout most of the world. Belonging to the superfamily Papilionoidea, they are usually medium-sized to large butterflies. Most species have a re ...
, and both groups tend to feed on poisonous plants. The milkweed plant supplies poisonous glycosides which render both caterpillar and adult danaines noxious. Ithomiines, in contrast gain their toxicity from their adult nectar sources. Heliconiine caterpillars feed on poisonous '' Passiflora'' vines. However, ithomiines gain their toxicity from their adult food plants.
Legacy
Henry Walter Bates is commemorated in the scientific name of a species of South American boa, '' Corallus batesii'' Beolens, Bo; Watkins, Michael; Grayson, Michael (2011). ''The Eponym Dictionary of Reptiles''. Baltimore: Johns Hopkins University Press. xiii + 296 pp. . ("Bates, H. W.", p. 19). and in the name of his theory of mimicry, Batesian mimicry.
Notes
References
Before Bates
*Edwards W.H. 1847. ''Voyage Up the River Amazons, Including a Residence at Pará''. London. (the book that sparked Wallace and Bates to travel to the Amazon; scanned copy of US edition at Cornell University Library website)
By Bates
*
*Bates H.W. 1863. ''The Naturalist on the River Amazons''. 2 vols, Murray, London Volume 1 Volume 2
*Bates H.W. 1864. ''The Naturalist on the River Amazons''. 2nd ed as one vol, Murray, London. (this is an abridged edition with much of the natural history cut out; and it is this truncated edition which is usually reprinted. Advice: use the 1863 or 1892 editions for professional purposes) (reissued by
Cambridge University Press
Cambridge University Press is the university press of the University of Cambridge. Granted letters patent by Henry VIII of England, King Henry VIII in 1534, it is the oldest university press in the world. It is also the King's Printer.
Cambr ...
, 2009; )
*Bates H.W. 1892 ''The Naturalist on the River Amazons, With a Memoir of the Author by Edward Clodd'' (this edition, published after Bates' death, is valuable for two reasons: it is the only time since 1863 that Murray published the full text, and it includes a good short biography by Clodd)
*
*Bates H.W. 1878 ''Central America, the West Indies and South America'' with ethnological notes by A. H. Keane. Stanford, London; second and revised edition 1882. (based on Von Hellwald's ''Die Erde und ihre Volker''; the natural history and geographical relations of fauna and flora are wholly written by Bates; the other aspects he extensively revised and updated)
*Bates H.W. 1881-4. ''Biologia Centrali-Americana: Insecta Coleoptera''. Volume I, Part 1.
*Bates H.W. 1886–90. ''Biologia Centrali-Americana: Insecta Coleoptera: Pectinicornia and Lamellicornia''. Volume II, Part 2.
*Bates H.W. and D. Sharp. 1879–86. ''Biologia Centrali-Americana: Insecta Coleoptera: Phytophaga'' (part). Volume V.
About Bates
*Bedall B.G. (ed) 1969. ''Wallace and Bates in the Tropics: an Introduction to the Theory of Natural Selection''. Macmillan, London. (includes excerpts from Bates' ''River Amazons'')
*Clodd, Edward 1892. ''Memoir'' (of Henry Walter Bates) 70 pages plus coloured plate 'illustrations of mimicry between butterflies', xvii–lxxxvii in Bates 1892.
*Crawforth, Anthony. 2009. ''The Butterfly Hunter: The Life of Henry Walter Bates'', University of Buckingham Press, .
*Dickenson, John. 1992. "The Naturalist on the River Amazons and a wider world: reflections on the centenary of Henry Walter Bates". ''The Geographical Journal'', 158(2): 207–214. (fine tribute to Bates on the centenary of his death)
*Moon H.P. 1976. ''Henry Walter Bates FRS 1825–1892: Explorer, Scientist and Darwinian''. Leicestershire Museums, Leicester. (this booklet of about 100 pages by an emeritus professor of zoology can be strongly recommended)
*Woodcock G 1969. ''Henry Walter Bates, Naturalist of the Amazons''. Faber & Faber, London. (This, the only book-length biography, is by an author who was not a biologist. It gives a weak account of Bates' work on mimicry, says nothing about Müller, and remarks about Wallace are undistinguished. It is good on Bates' early life and his marriage, and on the travel aspects of the Amazon. The author dismisses Bates' later life too abruptly.)