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DISTINGUISHING BETWEEN TWO TYPES OF GENE ACTION IN QUANTITATIVE INHERITANCE DONALD R. CHARLES AND HAROLD €1. SMITH2 University of Rochester and Bureau of Plant Industry, U. S. Department of Agricdture Received September 6, 1938 INTRODUCTION MONG the widely divergent results obtained from “quantitative A character” crosses one common type is characterized by (a) F1 mean approaching that of the smaller parent strain and (b) positive skewness in the frequency distribution of Fz measurements. Among many examples might be cited crosses involving differences of corolla tube length in to- bacco (EAST 1913; SMITH 1937), fruit size in squash (SINNOTT 1937) in peppers (DALE 1929; KAISER 1935) and in tomatoes (MCARTHUR and BUTLER 1938), weight in chickens ( JULL and QUINN 193 I). Results of this kind have long been recognized as incompatible with the early hypothesis that quantitative characters might be determined in gen- eral by genes having arithmetic effects without dominance or interaction. This hypothesis had been proposed (EAST 1910) as a reasonably simple scheme which might and did accord with the main features of size segrega- tion in certain crosses. But other crosses, giving the sort of result under discussion here, were shown by EAST (1913) to be better accounted for if the relevant genes were assumed to have a multiplicative, or geometric, action. Many subsequent workers have adopted the same interpretation for comparable cases (DALE, SINNOTT and SMITH, among others). LINDSTROM (1935) has proposed a partial return to the original hypothe- sis, in dealing with skewed distributions of fruit size in the progeny of hybrids between a small-fruited wild tomato and two large-fruited domes- ticated varieties, namely: that the factors have arithmetic effects, without interaction, but with partial dominance of the small size genes. In discuss- ing his results LINDSTROM pointed out that ‘‘ . . . it does not help matters by assuming dominance as a necessity in explaining the numerous facts of heterosis and prepotency, and then conveniently discarding dominance for most other forms of quantitative inheritance” and that . . . the mere fact that quantitative character data seem to fit a logarithmic curve does not necessarily rule out dominance.” Perhaps neither scheme of gene effects will turn out ultimately to be strictly applicable. It seems likely, on the whole, that the genes determin- 1 The senior author’s part of the present study was done mostly during tenure of a National 2 The data presented under the junior author’s name were obtained while at the Bussey Research Council Fellowship in zoology at the University of Chicago (1935-36). Institution of Harvard University, GENETICS 24: 34 Jan. 1939

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Page 1: DISTINGUISHING BETWEEN TWO TYPES OF GENE ACTION IN ... · DISTINGUISHING BETWEEN TWO TYPES OF GENE ACTION IN QUANTITATIVE INHERITANCE DONALD R. CHARLES AND HAROLD €1. SMITH2 University

DISTINGUISHING BETWEEN TWO TYPES OF GENE ACTION IN QUANTITATIVE INHERITANCE

DONALD R. CHARLES AND HAROLD €1. SMITH2 University of Rochester and Bureau of Plant Industry, U. S. Department of Agricdture

Received September 6 , 1938

INTRODUCTION

MONG the widely divergent results obtained from “quantitative A character” crosses one common type is characterized by (a) F1 mean approaching that of the smaller parent strain and (b) positive skewness in the frequency distribution of Fz measurements. Among many examples might be cited crosses involving differences of corolla tube length in to- bacco (EAST 1913; SMITH 1937), fruit size in squash (SINNOTT 1937) in peppers (DALE 1929; KAISER 1935) and in tomatoes (MCARTHUR and BUTLER 1938), weight in chickens ( JULL and QUINN 193 I).

Results of this kind have long been recognized as incompatible with the early hypothesis that quantitative characters might be determined in gen- eral by genes having arithmetic effects without dominance or interaction. This hypothesis had been proposed (EAST 1910) as a reasonably simple scheme which might and did accord with the main features of size segrega- tion in certain crosses. But other crosses, giving the sort of result under discussion here, were shown by EAST (1913) to be better accounted for if the relevant genes were assumed to have a multiplicative, or geometric, action. Many subsequent workers have adopted the same interpretation for comparable cases (DALE, SINNOTT and SMITH, among others).

LINDSTROM (1935) has proposed a partial return to the original hypothe- sis, in dealing with skewed distributions of fruit size in the progeny of hybrids between a small-fruited wild tomato and two large-fruited domes- ticated varieties, namely: that the factors have arithmetic effects, without interaction, but with partial dominance of the small size genes. In discuss- ing his results LINDSTROM pointed out that ‘‘ . . . it does not help matters by assuming dominance as a necessity in explaining the numerous facts of heterosis and prepotency, and then conveniently discarding dominance for most other forms of quantitative inheritance” and that “ . . . the mere fact that quantitative character data seem to fit a logarithmic curve does not necessarily rule out dominance.”

Perhaps neither scheme of gene effects will turn out ultimately to be strictly applicable. It seems likely, on the whole, that the genes determin-

1 The senior author’s part of the present study was done mostly during tenure of a National

2 The data presented under the junior author’s name were obtained while a t the Bussey Research Council Fellowship in zoology at the University of Chicago (1935-36).

Institution of Harvard University,

GENETICS 24: 34 Jan. 1939

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TYPES OF GENE ACTION IN QUANTITATIVE INHERITANCE 35

ing any particular size difference would be found, if isolated singly, to be rather diverse in nature of action and in synergetic relations as well as in magnitude of effect and degree of dominance. But the isolation of mono- genic differences is generally so difficult in the case of quantitative char- acters that it is often practicable only to determine which of the commonly proposed simple schemes of inheritance comes nearest to compatibility with the data. For this purpose it would be desirable, as LINDSTROM'S com- ments suggest, to examine the data in as many ways as possible.

A number of tests are available for determining whether the geometric or the arithmetic gene effect hypothesis is more nearly in accord with a particular set of data. To compile these tests and to add several new ones with a uniform system of proof, is the purpose of the following pages.

THE GENOTYPE-PHENOTYPE RELATION

The general features of the arithmetic scheme (with dominance) and of the geometric hypothesis are shown in table I which will be recognized

TABLE I

Two sorts of genotype-phenotype relation in quantitative inheritance.

AVERAGE MEASUREMENT

GENOTYPE ARITHMETIC EFFECTS

SMALL DOMINANT GEOMETRIC EFEECTS

m. al'al'az'az' . . . anf&' A o + ~ ~ I + ~ c x z + . . . +2an Ao(~+h)~(~+kz)~ . . . (I+kJ2

as merely an algebraic statement of the ideas proposed by EAST, with dominance added as a modification in the former case. The essential point of the arithmetic scheme is that a particular gene substitution always adds the same amount to the phenotypic value, whatever the remaining geno- type. Dominance of small size is shown by representing the difference be- tween ai'ai and aiai, (ai- &), as less than the difference between ai'ai' and ai'ai, (ai+&). Here ai represents one-half of the difference between ai' ai' and aiai; 6i then represents the deviation of ala i from true intermediacy. The essential point in the geometric case is that a given gene substitution is assumed always to multiply the phenotypic value by the same amount

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36 DONALD R. CHAmES AND HAROLD H. SMITH

(that is, to make the same percent increment), whatever the residual geno- type. Since no “genic” dominance is ordinarily assumed in the geometric scheme alai’ is as many times larger than a i a i as ailai is than aiai, namely by a factor which is here represented as ( l + k i ) . Of course, as is readily seen, this relation leads to an apparent, “phenotypic,” dominance.

The two sorts of gene action will generally yield unlike series of pheno- typic values, although they both produce positively-skewed F2’s. For ex- ample, where a1u1a2u2 has the value I and ul’a~az’a2/ the value 16, inter- mediate genotypes will have values as shown in table IA, if the two loci are of equal effect. In the arithmetic series the phenotypic effect of three different degrees of small-size dominance is represented.

TABLE IA Series of phenotypic values for dijerent gene actions.

GENOTYPE ala1 al’al al’al‘ ala1 al‘al al’al’ ala1 al’al al’al’ a2az a m a2a2 aZ’a2 aZ‘a2 as’a2 aZ’a2’ a2’a2’ az’az’

geometriceffects I z 4 z 4 8 4 8 16 k = I

PHENOTYPE arithmetic effects “‘3.75; 6=3.75 I I 8.5 I I 8.5 8.5 8.5 16

3.75 2.75 I 2 8.5 2 3 9.5 8.5 9.5 16 3.75 2 . 2 5 I 2 . 5 8.5 2.5 4 IO 8.5 IO 16

TESTS INVOLVING AVERAGES

Arithmetic e$ects with dominance Suppose that the size difference between two strains is determined by a

number of non-linked genes with partial dominance of small size ; further- more, that each parent strain is isogenic, one carrying all the recessive alleles u1a1a2a2 . . . ana,, the other all the dominants allalla2 az’ . a,’a,’. The F1, then, will be al’ala2’az . . . ala, . Suppose that the basic size ( A o ) and the magnitudes of the gene effects (a’s, 6’s) were known as, for ex- ample, by a previous very large experiment in which individual gene differ- ences had been isolated. Then the average size of the small strain individ- uals used as the start of a breeding experiment should be equal, within the limits of sampling error to A o ; the average size of the large strain parents, to AO+2a1+2a2+ . . . +2a,, which may be represented by Ao+2Za; the average size of the F1 progeny, to Ao+ Za - Xi.

Two sorts of quantities have to be clearly distinguished here: (I) Statistical constants calculated by the usual methods from the meas-

urements of groups of individuals used or obtained in quantitative charac- ter crosses. Examples of such quantities are lo, v1, $2, 8, and S R , the ob-

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TYPES OF GENE ACTION IN QUANTITATIVE INHERITANCE 37 served average measurements of small and large parent strains, of F1, F2

and backcrosses to small and large parent strains, respectively. (2) Expressions like A a+ Ear- 26 which represent ideal values of statis-

tical constants (in this case, of in terms of the size of individual factor effects. If these latter were known, the ideal and observed values should be found to be equal within the limits of sampling error. Since the gene effects cannot in general be evaluated they will be used here merely to establish what relations should be found among the observed statistical constants; they will not appear in the final criteria for compatibility of breeding data with the hypothesis of arithmetic (or geometric) effects.

In the light of the distinction just made it may be written that floGAo; i j o t ~ A O + ~ Z a ; fj1=Ao+Za-Z6. Here ‘(&”has the senseof “is an estimate of” or “should be equal to, within the limits of sampling error.” Similarly, as will be shown in the following paragraph, ij2GA0+Za-+26. But from the previous expressions [ i j o + 2 ~ 1 + ~ o ~ ] / ~ ~ A o + ~ a - ~ 2 6 . Then since two observable quantities each estimate the same unknown, they should be equal within the limits of sampling error, if the genes involved actually have arithmetic effects. That is

sz A [to + 2fil + ijo.]/4. (1)

That f l z +A o+Za-+Z6 can be readily seen as follows. The ideal Fz aver- age could be obtained by making a table of expected frequencies and values of all F2 genotypes and calculating ij in the usual way. But since the pheno- typic values (table I, column 2) are the sums of values due to individual loci, the ideal F2 average can also be calculated by the familiar method of adding the contributions from individual loci:

$2 A0 + [4(0) + $(a1 - 61) + t(2a1)I + [a<o> + 4 4 x 2 - 82) + f(2a2)I + . * . + [HO) + Ha, - 6,) + t(2an)]

A0 + (a1 + az + . . . + a,) - *(61+ 6 2 + * . . + 6,) = A0 + B a - 426.

Criterion I, which has been used by WRIGHT (1922), is applied to a part of LINDSTROM’S (1935) data in table 2. In each cross the F2 mean is con- siderably smaller than would be expected if the gene effects were really arithmetic.

Criteria like (I) can also be found for the two backcrosses. For that to the small parent strain the ideal value of the average is

A0 + [XO) + $(a1 - 6111 + [3(4 + H a 2 - 6 2 1 1 + * *

+ [$(o) + $(an - 6 , ) ] = A0 + $Za - +26.

That is, ijrGAo++Za-+Z6. But also +(50+51) GAo+$Za-+26. Hence

5, G +(SO + 51). (2)

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DONALD R. CHARLES AND HAROLD H. SMITH 38 In the backcross to the large parent strain the ideal value of the mean

is A ,+[$(a, - 61) +4(2a$] + [$ (a2 - 62) +3 ( 2 a J 1 + * . . +[+(an - 6,) +3 ( 2 ~ 4 1 - That is V R A 3 Z a - i Z 6 . But also 4(51+50~) &$Za--$Z6. Hence

ijR 5 +(VI + 50,). ( 3 )

TABLE z

Test of arithmetic nature of factor effects controlling fruit size in two tomato species crosses (data of LINDSTROM 1935).

CO (Red Currant) I .o gram 80 (Red Currant) I .o gram E0t (Dwarf Oval) 22 0 0 ~ (Dwarf Peach) 60.9 61 4.58k0.18 81 6.9 62 4.63 40.15 62 6.86 4 0 . 2 3 (60+261+60~)/4 8.04 (0o+28l+e'a~)/4 18.9

Relations (I), (2) and (3) should be found to hold in any cross where the relevant genes are non-linked and have arithmetic effects with partial dominance of small size even, it can be shown, if the small strain is homo- zygous for some large size genes, the large strain for the small size alleles.

Geometric eyects

If the size difference between the two strains were determined by genes with geometric action and the genotypes were as in the previous section, then the ideal average measurements of the small parent, large parent and FI (table I, column 3) would be Ao, A o ( ~ + k l ) 2 ( ~ + K z ) 2 . . . ( ~ + k , , ) ~ and Ao( ~ I +h) (I +h) . . . (I + K , ) . Hence the observable quantities 51 and dijo. ijof each estimate the same unknown and so

__ 5 , --I 4 9 0 . 90,. (4)

The F1 average should be the geometric mean of the parent averages, within the limits of sampling error, if the genes involved have geometric effects. This criterion has been used by LINDSTROM (1935) and by MAC- ARTHUR and BUTLER (1938).

We proceed to calculate the ideal Fz average. If the difference between parent strains were determined by only two loci there would be nine geno- typic classes whose values in terms of gene effects are shown in table I.

The average can be obtained then by multiplying each ideal class value by its ideal frequency:

+ $Ao(I + k l ) + &A~(I + k1) '+ +A~(I + k z ) + $Ao(I + kl)(I + k2)

+ $ A d 1 + k P ( I + k z ) + &AO(I + k2)* + $ A d 1 + kl)(I + M2 + +&o(I + k1)2(I + k 2 ) 2 = Ao(1 + +k1)2(1 + i k 2 Y .

And it can be similarly shown that if n loci are involved

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TYPES OF GENE ACTION I N QUANTITATIVE INHERITANCE

32 + Ao(1 + $kl)"I + + k 2 ) 2 . . . (I + $ k , ) 2 .

39

( 5 )

This equation does not yield an expression analogous to (I) for a relation to be expected among parent, F1 and Fz observed averages. But if it is assumed that all of the genes (n in number) have approximately equal effects, an approach to the following relation is to be expected, especially where many gene differences are involved and the parent strains differ considerably in size :

( 6 ) 1 I 32 = 31 I + - (log $0,- log 30)2 . c 3"

That is, the FZ average should in many cases be about equal to the F1 as is ordinarily assumed (for example, MACARTHUR and BUTLER 1938, p. 2 5 5 ) ,

but it need not always be so. Criteria (4) and (6) are applied to LINDSTROM'S data in table 3. The

agreement between observed and expected values, although not totally satisfactory, is still somewhat better than that of table 2.

TABLE 3 Test of geometric nature of gene ejects controlling fruit size in two tomato species crosses

(data of LINDSTROM 1935).

B O I .o gram B O I .o gram 5 0 1 22 BO' 60.9

d=~ (from Lindstrom) 4.69 d s # (from Lindstrom) 7.8

61 BO' 2 n= 5 5 . 1 5, BO$ e n= 5 8.4 Bl+-(log--) n=Io 7 . 6

3% 3n

01 4.58 +o .IS 61 6.9

82 4.63 + 0.15 BZ 6.87 +o. 23

51 +-(log--) n=Io 4 . 8

Relations like (4) can be found for the two backcrosses. The ideal aver- age of the backcross to the small strain, where two genes are involved, is t A 0 +$A o ( I + kl) +$A o( I + k z ) + $A 0 (I + K1) ( I + k z ) = A 0 (1 + ikl) ( I + 5 l k ) 2 ; or by analogy, where f i loci are involved, A o ( ~ + i k l ) ( ~ + & ) . . . (I+&,). This latter product may be represented by the symbol A oII( I ++hi) . Hence

B, A A o r q I + ;hi). (7) But the same unknown quantity is also estimated by the geometric mean of the FZ and small parent averages : mz s A o . II ( I + + k J . So

CT s= V5-z. (8)

The ideal average of the backcross to the large strain is

M o ( I + M I + k z ) + M a ( 1 + W ( I + k z ) + tAo(1 + k l ) ( I + k2I2

+ tAO(1 + k1)2(I + w; or by analogy, where n loci are involved,

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40 DONALD R. CHAIUES AND HAROLD H. SMITH

Ao(I + h ) ( I + k2) . * . (I + k,)(I + %&)(I + i k z ) . . . (I + # k n ) .

That is $11 AOn(I + k , ) ’ n ( I + $ h i ) . (9)

But the same unknown is estimated by the geometric mean of the large parent and FZ averages: ~ / B o , . v z ’ A o T I ( 1 + R i ) . T I ( 1 + 3 k i ) . Hence

SR -2. (10)

The criteria so far considered may be summarized as follows:

geometric gene action is indicated if:

F1 average is: geometric mean of parent averages

Fz average is: not much larger than

small backcross geometric mean of Fz average is: and small parent

geometric mean of Fz average is: and large parent

averages large backcross

averages

arithmetic gene action is indicated if:

midway between F1 and midvalue of par- ent averages

midway between F1 and small parent averages

midway between F1 and large parent averages.

All of these relations are to be expected, it can be shown, even where the small strain is homozygous for some of the large size genes, the large strain for the small size alleles, so long as the loci are not linked.

It may be recalled here that averages have sometimes been used differ- ently in applying the hypothesis of geometric gene effects, for example by WRIGHT (1922), DALE (192g), and SMITH (1937). The observed measure- ments have been converted into logarithms, whose averages and variances have then been tested for the numerical relations characteristic of arith- metic gene action. Aside from the nature of the non-genetic variation this procedure should be correct since a factor which multiplies the pheno- type has an additive effect on the logarithm. But it can readily be seen that the method is strictly applicable only where the frequency distribu- tions of the logarithms of parent and F1 measurements are more nearly normal than the distributions of the untransformed measurements. The present treatment assumes that it is ordinarily the measurements, rather than their logarithms, which are normally distributed.

TESTS INVOLVING STANDARD DEVIATIONS

The problem here is analogous to that of the previous section: to find (( A ” relations connecting the observable standard deviations with the un-

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TYPES OF GENE ACTION IN QUANTITATIVE INHERITANCE 41

known gene effects, and through these relations to find others involving only the observable constants.

For subsequent use there may be recalled here some of the statistical properties of segregating generations in quantitative character crosses. (I) In most cases there is considerable non-genetic variability; that is, in- dividuals of the same genotype have rather diverse measurements which often coincide with the measurements of individuals of other genotypes. If the component genotypic groups of a segregating generation could be separated, one could calculate the average and non-genetic variance, “J,

and uc2 of each genotype. (2) There is also genetic variability; that is, different genotypes have different average measurements. (3 ) If genotypes could be separated the variance of a segregating generation as a whole could be calculated by either of two well-known methods giving identical results :

(a) ~ ~ = - Z ( v i - f ~ ) ~ . This is of course the customary method which

would be used in calculating the variance of any actual data. In this form there are as many classes as individual measurements; vi represents an individual measurement and fJ) the mean of the whole generation.

(b) u2 = Zfc(v, - D ) 2 + Zfcuc2. Here there are only as many classes as geno- types; fe is the proportional frequency of a genotype. It will be noticed that the first term involves only the class averages and the mean of the whole generation and so is independent of the extent of non-genetic varia- bility. It is the “genetic” portion of the variance. The second term in- volves only the non-genetic variance of measurements within the several genetic classes and so is independent of the differences in average measure- ment among genotypes. It is the “non-genetic” portion of the variance. (4) Even though genotypes cannot in most cases be separated, it is still possible to estimate how much of the variance of a segregating generation is genetic, and how much non-genetic. Presumably those three classes which have the same genotypes as the parents and F1 will have the same non-genetic variances which may be represented by uo, cot and cr1 respec- tively. Now rather commonly uo, uot and u1 fall approximately along a straight line when plotted against bo, fiat and g1; and the non-genetic varia- bility a t any point along this line may be estimated by uc = a+bvc, where a is the height of the line at the zero point of the ZJ scale and b is the slope of the line. This relation might reasonably be supposed to hold for all gene- types in a segregating generation if it holds for the parental and FI types. Hence it is possible to estimate the total non-genetic variance:

N

2fCUCZ 2 j J a + bvc)2 = 2 j c [ ( a + bfJ) + b(vc - f J > p ( a + bS))” + b22fc(ZIc - e))”.

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42 DONALD R. CHARLES AKD HAROLD H. SMITH

Since the genetic variance is the difference between the total observed and the non-genetic variances, it follows that

u2 - ( U + b6)' - b2Zjc(Vc - V ) 2 A ZfC(vc - V ) 2

u2 - ( U + bV)2 Zfc(Vc - V ) 2 .

I + b2

That is, the genetic portion of the variance of any segregating generation can be estimated by an operation which involves only the means and total variances of that generation and of the three non-segregating generations. The estimated actual genetic variances of the three segregating generations, obtained in this way, may be represented for brevity in subsequent refer- ence by s?, sR2 and sZ2.

The next step, after determining how the genetic variance can be esti- mated from the actual data, is to find tests which will relate these cor- rected standard deviations to the gene effects, and which can be used as criteria for determining types of gene action.

The ideal variances of the segregating generations, in terms of gene ef- fects, can be readily obtained. In the Fz, if, for example, only two loci are involved,

2 j c ( V , - $ 2 = Zf.V.2 - V 2 = T6 A + $Ao2(1 + k1I2 + &AO2(1 + k1I4 + QAo"1 + k 2 ) 2 + %A02(I + k1)2(I + k 2 ) 2

+ $ A o ~ ( I + kd4(1 + k2I2 + & A o ~ ( I + k2I4 + +Ao2(1 + kd2(1 + k d 4 + & A o ~ ( I + kd4(1 + k2I4

- Ao2(1 + + k 1 ) 4 ( ~ + +k2)4 = Ao2(1 + k l + + k 1 2 ) 2 ( ~ + k 2 + + k 2 2 ) 2 - AO2(1 + + k 1 ) 4 ( ~ +

This ideal quantity, if it could be determined, should be equalwithin the lim- its of sampling error to the corresponding geneticvariance sZ2 estimated from the actualdata. That is, for nloci, S ~ ~ ~ A ~ ~ . I I ( I + ~ + ~ K ~ ) ~ - - A ~ ~ ~ ~ ( I + ~ ) ~ . Or from ( 5 ) above

s22 + V 2 2 Ao2.r I ( I + k + + k 2 ) 2 . (11)

In the backcross to the small parent strain, where two loci are involved

Zfc(zc - V)' = $/lo2 + ' A 4 0 ( I + k d 2 + tAo"1 + k2I2 + $Ao2(I + k1)2(I + k 2 ) 2 - Ao2(1 + +k1)2(I + + k 2 ) 2

= A02(I + k 1 + +kl"(I + k z + 3k22) - Ao2(I + +k,)2(I + + k # .

That is, for n loci, s r 2 ~ A O 2 . I I ( ~ + K + + K 2 ) -A02 .11(~++K)2 . Or from (7) above

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TYPES OF GENE ACTION IN QUANTITATIVE INHERITANCE 43 In the backcross to the large strain, where two loci are involved,

Zjc(zrc - v ) ~ = tAo2(1 + k 1 ) 2 ( ~ + K 2 ) 2 + 4A02(1 + KJ4(1 + + H?(I + ~ ) Y I + K2I4 + tAo2(1 + W 4 ( 1 + W 4 - Ao2(I + kJ2(I + W ( I + 3kl)YI + +W.

That is, where n loci are involved,

SE2 A Ao2.rI(I + K ) Z . r I ( I + K + + K 2 ) - AoZ.rI(I + k)2*II(I + $ K ) 2 .

And so from (9)

SE2 f VR2 A A o 2 . n ( I + k ) “ n ( I + k + + k 2 ) . (13)

Dividing ( I I ) , ( 1 2 ) ~ (13) in order by the squares of (s), (7), (9) gives

SZ2 - + I G rI(1 + K + +fK2)2/II(I + + K ) 4 5 2 2

Hence, s,/v, s R / S R

A simpler, approximate, form of (IS) is

Thus in any cross where the genes involved have geometric effects the “coefficient of genetic variability,” s/O, should be found to have about the same value in both backcrosses and to be about 1.4 times as large in the Fz. No such simple criteria can be reached for arithmetic effects with domi- nance unless assumptions are made about the degree of dominance and the magnitudes of the individual gene effects.

TESTS INVOLVING SKEWNESS

As is well known third moments, like standard deviations, could be cal- culated in either of two ways if genotypic classes could be separated in the segregating generations:

(a) p = - - Z ( V ~ - V ) ~ or

(b) if the non-genetic variation within classes is not skewed

I

N

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44 DONALD R. CHARLES AND HAROLD H. SMITH

p = 2 f c ( V c - $ 3 + 2 f c ( V c - 8)ac2.

(The symbols here have the same meaning as in the previous section.) Of the two terms on the right the first may be regarded as the “genetic” third moment since it depends only on the genetically determined differ- ences in average measurement of genetic classes. The second term may be regarded as the “non-genetic” portion of the third moment since its value would be zero if there were no non-genetic variability (each uc2 =o).

Even where genotypic classes cannot be separated it is still possible to eslimate the genetic third moment of a segregating generation. If uc = a+ bv, at least approximately, it can be shown‘that

2 f C ( V C - v)ac2 = z b ( a + bv)? + b22fc(vc - $ 3 .

(Here s2 is the genetic variance estimated as seen in the previous section.) Hence, from (b)

2fc(oc - $ 3 = [p - 2b(a + bi)S2]/(I + b2) .

That is, the genetic third moment of any segregating generation can be estimated by an operation which involves the actual total third moment, total variance and mean of that generation and the means and variances of the three non-segregating generations. For brevity in subsequent refer- ence the actual genetic third moments of the three segregating generations, so estimated, may be represented by mz, mr and mR.

Since the genetic third moment depends only on class averages its ideal value can be expressed in terms of gene effects by substituting the proper class values from table I , with the appropriate ideal frequencies, into the expression Zfc(~c-8)3. Using the class values for geometric effects leads to the relations

mz/fh3 + 3 ~ 2 ~ / 6 2 ~ + I s II(I + k + k2)2/11(1 + + k ) 4

mT/?r,3 + 3sr2/ ir2 + I n ( ~ + k + k 2 ) / n ( 1 + + k ) 2

m R / $ R 3 + 3 s R 2 / 6 R 2 + 1 n(I + k + k z ) / n ( I + 3 k ) ’ .

Hence, since S r 2 / V r 2 S R ’ / V R ~ ,

m,/+r3 m R / $ R 3 (16) (m2/*Z3 + 3s22/522 + 1) (mr/5r3 f 3 s r 2 / @ r 2 + I ) (WZR/6R3 + 3 S R 2 / 5 R 2 + I) (17)

An approximate form of (17) is

Here t represents JK/fi; c represents s/8. Neither of these criteria could be significantly applied except to extensive data as the statistical constants involved, particularly the third moments, have large sampling errors.

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TYPES OF GENE ACTION IN QUANTITATIVE INHERITANCE 45 TABLE 4

Tests of geometric os. arithmetic gene effects in inheritance of corolla tube length in crosses between Nicotiana Langsdorfii and N . Sanderae.

A. Data for estimating non-genetic variability corrections.

LANGS.-SMALL F1 (LANGS. X SAND.) SAND.-LARGE

u=a+bz? 8 0 uo No 81 ~1 N I Cot U G J No,

1933 19.1 0.72 32 36.5 2.08 51 70.8 4.54 25 U=-0.654+0.07368 1934 18.9 0.60 28 38.5 2.53 8 69.3 4.08 47 ~=-0.595+0.06808 1935 19.1 0.57 19 38.2 1.63 8 71.8 4.74 14 u=-1.047+0.0795fi

Total 19.1 0.64 79 36.9 2.09 67 70 .1 4.33 86 u=-o.668+0.07176

Using class values from table I we obtain for the relation among genetic third moments to be expected where factors have arithmetic effects:

m, m~ 2 0. (18)

HUTCHINSON (1936) has stated that with arithmetic gene effects “Skew- ness due to dominance is to be expected in Fz only, a backcross giving a

TABLE 4B

Tests of averages.

FI Fz

EXPECTED EXPECTED

OBS. N OBS. N GEO- ARITH-

METRIC METIC GEO-

METRIC ARITHMETIC

I933 36.5 36.8 - 51 29.1 36.5+ 40.7 I39 1934 38.5 36.2 - 8 38.7 38.5-k 41.3 238 I935 38.2 37.0 - 8 39.6 38.2+ 41.8 177

Total 36.9 36.6 - 67 36.7 36.9+ 40.8 554

BACKCROSS TO SMALL BACKCROSS TO LARGE

OBS. EXPECTED OBS. EYPECTED

dS* (io+z?,)/2 d Z < (81+80‘)/2 -

‘933 23.8 23.6 27.8 279 44.9 45.4 53.7 I08 1934 25.2 27.0 28.7 34 50.6 51.8 53.9 24 1935 27.2 27.5 28.7 74 53.6 53.3 55.0 74

Total 24.6 26.5 28.0 387 49.7 50.7 53.5 206

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46 DONALD R. CHARLES AND HAROLD H. SMITH

TABLE 4C

Tests of standard desiations. ~.

“COEFFICIENT OF

GENETIC VARIABILITY”

c = s/z

CORRECTED

s = d n 2 - (a+be)2 OBSERVED

I933 2.38 3.99 3.08 2.10 2.95 2.67 0.087 0.065 0.090 I934 2.45 4.98 5.95 2 .17 4.06 5.59 0.086 0.080 0.143 1935 3.47 6.95 6.34 3.35 6.15 5.98 0.137 0.114 0.150

Total 2.63 5.35 5.52 2.38 4.53 5.15 0.096 0.092 0.140 Expected geometric: 0.094 0.094 O.Ij’3

= (Cp+CR)/2; - = (cr+cR)/z/2

symmetrical genetic distribution”; MACARTHUR and BUTLER (1938, p. 257) make a similar statement. But if m=p-2b(a+b$)s2Ao, pA22b(a+b8)s2. That is, the observed total third moment is not expected to be zero except in the probably special case that all genotypic classes have about the same non-genetic variability. In this case b = 0, and p , A ~ R 0.

Whether the gene effects are arithmetic or geometric, the two back- crosses are expected to have about equal “coefficients of genetic third moment” +;/$. But the coefficients should be approximately zero in the former case, significantly different from zero in the latter.

USE OF CRITERIA FOR NATURE OF GENE EFFECTS

As an example of their use, the criteria for the two schemes of factor action are applied, in table 4, to data of SMITH (1937) on the inheritance of corolla tube length in crosses between Nicotiana Langsdorfii (small par-

TABLE 4D

Test of third moments (combined data).

OBSERVED

“COEFFICIENT OF GENETIC

THIRD MOMENT” - CORRECTED

m=p-26(a+M)s2 t = v m / e

3.977 129.2 100.8 3.091 120.8 93.31 0.059 0.101 0.123 expected arithmetic: - 0 0 expected geometric: 0.080 0.080 0.116

= (&+tR)/2;

=0.63 ( t r+ t~) I+ ~ [ *(;?E;]

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TYPES OF GENE ACTION IN QUANTITATIVE INHERITANCE 47

ent) and N . Sa.nderae (large parent). By each test the consequences of geometric gene effects give a reasonable approximation to the observed data; the values expected on arithmetic gene action deviate consistently. This is in agreement with SMITH’S (1937) conclusion from other analytical methods.

SUMMARY

Derivations have been given for a number of relations which should be found to hold, within the limits of sampling error, among the statistical constants of various generations in a quantitative character cross if the factors involved have arithmetic effects with partial dominance of small size. Other relations have been derived which should be found if the genes have geometric effects. These relations can be used as criteria of the nature of gene action in a quantitative cross, supplementing the methods already used, for example, by SINNOTT (1937) and LINDSTROM (1935).

The statistical constants involved are:

AVERAGES, VARIANCES AND

THIRD MOMENTS: DERIVED CONSTANTS :

small strain: 80 uo2

large strain: 80. u0t2

Fz : 52 U22 1 2 sa: estimate of portion of variance due to gene segre- BC to small tjr ur2

U, b: constants relating standard deviation to average, in parent strains and FI;

F1: 81 U12 uo= a+&; u1=u+Z?E1; U@’= u+bfio..

BC to large: 5~ URZ p~

gation, in a particular generation;

c: “coefficient of genetic variability”;

m:

sz= p- (U+68)2]/(I+bZ)

c=s/fj

m= [p-zb(u+b5)s3] / ( r+bz)

estimate of portion of third moment due to gene segregation, in a particular generation;

“coefficient of genetic third moment”; t:

t = &&

The relations among these constants to be expected, within the limits of sampling error, for the two sorts of gene action are:

ARITHMETIC EFEECTS SMALL

PARTIALLY DOMINANT , GEOMETRIC EFFECTS

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48 The application of these tests to a group of suitable data on quantitative inheritance was demonstrated.

These relations are to be expected even (a) where the small strain is homozygous for some large size genes, the large strain for the small size alleles, and (b), in the case of arithmetic effects, where large size rather than small is dominant, or where there is no dominance, so long as the loci involved segregate independently or very nearly so.

DONALD R. C H A m E S AND HAROLD H. SMITH

LITERATURE CITED

DALE, E. E., 1929 Inheritance of fruit length in Capsicum. Papers Michigan Acad. Sci. Arts and Letters 9: 89-109.

EAST, E. M., 1910 A Mendelian interpretation of variation that is apparently continuous. Amer. Nat. 4: 65-82. 1913 Inheritance of flower size in crosses between species of Nicotiana. Bot. Gaz. 55: 177- 188.

HUTCHINSON, J. B., 1936 The genetics of cotton. J. Genet. 32: 399-410. JULL, M. A. and QUINN, J. B., 1931 The inheritance of body weight in the domestic fowl. J.

KAISER, S., 1935 The factors governing shape and size in Capsicum fruits; a genetic and develop-

LINDSTROM, E. W., 1935 Segregation of quantitative genes in tetraploid tomato hybrids as evi-

MACARTHUR, J. W., and BUTLER, L., 1938 Size inheritance and geometric growth processes in

SINNOTT, E. W., 1937 The relation of gene to character in quantitative inheritance. Proc. Nat.

SMITH, H. H., 1937 The relation between genes affecting size and color in certain species of Nico-

WRIGHT, S., 1922 The effects of inbreeding and crossbreeding on guinea pigs. Bull. U.S.D.A.

Hered. 22: 283-294.

mental analysis. Bull. Torr. Bot. Club 62: 433-454.

dence for dominance relations of size characters. Genetics 20: 1-11.

the tomato fruit. Genetics 23: 253-268.

Acad. Sci. 23: 224-227.

tiana. Genetics 22: 361-375.

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