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Bergmann’s Rule, Adaptation, and Thermoregulation in Arctic Animals: Conflicting Perspectives from Physiology, Evolutionary Biology, and Physical Anthropology After World War II

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Abstract

Bergmann’s rule and Allen’s rule played important roles in mid-twentieth century discussions of adaptation, variation, and geographical distribution. Although inherited from the nineteenth-century natural history tradition these rules gained significance during the consolidation of the modern synthesis as evolutionary theorists focused attention on populations as units of evolution. For systematists, the rules provided a compelling rationale for identifying geographical races or subspecies, a function that was also picked up by some physical anthropologists. More generally, the rules provided strong evidence for adaptation by natural selection. Supporters of the rules tacitly, or often explicitly, assumed that the clines described by the rules reflected adaptations for thermoregulation. This assumption was challenged by the physiologists Laurence Irving and Per Scholander based on their arctic research conducted after World War II. Their critique spurred a controversy played out in a series of articles in Evolution, in Ernst Mayr’s Animal Species and Evolution, and in the writings of other prominent evolutionary biologists and physical anthropologists. Considering this episode highlights the complexity and ambiguity of important biological concepts such as adaptation, homeostasis, and self-regulation. It also demonstrates how different disciplinary orientations and styles of scientific research influenced evolutionary explanations, and the consequent difficulties of constructing a truly synthetic evolutionary biology in the decades immediately following World War II.

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Acknowledgements

An earlier version of this paper was presented at the conference “Working Across Species: Comparative Practices in Modern Medical, Biological, and Behavioural Sciences” at Kings College London. I wish to thank the participants and organizers for helpful comments and suggestions. I also wish to thank Todd Sformo for critiquing the manuscript and providing useful insights about the history of arctic research in Alaska. Detailed, thoughtful comments from two anonymous reviewers helped clarify my thinking on a number of issues. Paul Farber graciously answered many of my questions about Carleton Coon, race, and anthropology after World War II.

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Hagen, J.B. Bergmann’s Rule, Adaptation, and Thermoregulation in Arctic Animals: Conflicting Perspectives from Physiology, Evolutionary Biology, and Physical Anthropology After World War II. J Hist Biol 50, 235–265 (2017). https://doi.org/10.1007/s10739-016-9446-7

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