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Henry Walter Bates (8 February 1825, in
Leicester Leicester ( ) is a city status in the United Kingdom, city, Unitary authorities of England, unitary authority and the county town of Leicestershire in the East Midlands of England. It is the largest settlement in the East Midlands. The city l ...
– 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 f ...
in animals. He was most famous for his expedition to the
rainforests Rainforests are characterized by a closed and continuous tree canopy, moisture-dependent vegetation, the presence of epiphytes and lianas and the absence of wildfire. Rainforest can be classified as tropical rainforest or temperate rainforest, ...
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 Alfred Russel Wallace (8 January 1823 – 7 November 1913) was a British natural history, naturalist, explorer, geographer, anthropologist, biologist and illustrator. He is best known for independently conceiving the theory of evolution thro ...
, 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 Leicester ( ) is a city status in the United Kingdom, city, Unitary authorities of England, unitary authority and the county town of Leicestershire in the East Midlands of England. It is the largest settlement in the East Midlands. The city l ...
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 Herbert Spencer (27 April 1820 – 8 December 1903) was an English philosopher, psychologist, biologist, anthropologist, and sociologist famous for his hypothesis of social Darwinism. Spencer originated the expression " survival of the f ...
, 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 Charnwood Forest is a hilly tract in north-western Leicestershire, England, bounded by Leicester, Loughborough and Coalville. The area is undulating, rocky and picturesque, with barren areas. It also has some extensive tracts of woodland; ...
. 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 ara ...
, (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 Thomas Robert Malthus (; 13/14 February 1766 – 29 December 1834) was an English cleric, scholar and influential economist in the fields of political economy and demography. In his 1798 book '' An Essay on the Principle of Population'', M ...
on population,
James Hutton James Hutton (; 3 June O.S.172614 June 1726 New Style. – 26 March 1797) was a Scottish geologist, agriculturalist, chemical manufacturer, naturalist and physician. Often referred to as the father of modern geology, he played a key role ...
and
Charles Lyell Sir Charles Lyell, 1st Baronet, (14 November 1797 – 22 February 1875) was a Scottish geologist who demonstrated the power of known natural causes in explaining the earth's history. He is best known as the author of ''Principles of Geolo ...
on geology, Darwin's '' The Voyage of the Beagle'', and above all, the anonymous ''
Vestiges of the Natural History of Creation ''Vestiges of the Natural History of Creation'' is an 1844 work of speculative natural history and philosophy by Robert Chambers. Published anonymously in England, it brought together various ideas of stellar evolution with the progressive tra ...
'' (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 Amazon rainforest, Amazon jungle or ; es, Selva amazónica, , or usually ; french: Forêt amazonienne; nl, Amazoneregenwoud. In English, the names are sometimes capitalized further, as Amazon Rainforest, Amazon Forest, or Amazon Jungle. ...
, 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 ...
in April 1848, arriving in Pará (now
Belém Belém (; Portuguese for Bethlehem; initially called Nossa Senhora de Belém do Grão-Pará, in English Our Lady of Bethlehem of Great Pará) often called Belém of Pará, is a Brazilian city, capital and largest city of the state of Pará in ...
) at the end of May. For the first year they settled in a villa near the city, collecting birds and insects. After that they agreed to collect independently, Bates travelling to Cametá on the
Tocantins River The Tocantins River ( pt, Rio Tocantins, link=no , , Parkatêjê: ''Pyti'' ɨˈti is a river in Brazil, the central fluvial artery of the country. In the Tupi language, its name means " toucan's beak" (''Tukã'' for "toucan" and ''Ti'' for "beak ...
. He then moved up 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 ...
, to Óbidos,
Manaus Manaus () is the capital and largest city of the Brazilian state of Amazonas. It is the seventh-largest city in Brazil, with an estimated 2020 population of 2,219,580 distributed over a land area of about . Located at the east center of the s ...
and finally to the Upper Amazon (Solimões). Tefé 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 ...
(effectively, he was the secretary, since the senior post was occupied by a noble figurehead). He sold his personal
Lepidoptera Lepidoptera ( ) is an order of insects that includes butterflies and moths (both are called lepidopterans). About 180,000 species of the Lepidoptera are described, in 126 families and 46 superfamilies, 10 percent of the total described speci ...
collection to Frederick DuCane Godman and Osbert Salvin and began to work mostly on beetles ( cerambycids,
carabid Ground beetles are a large, cosmopolitan family of beetles, the Carabidae, with more than 40,000 species worldwide, around 2,000 of which are found in North America and 2,700 in Europe. As of 2015, it is one of the 10 most species-rich animal fa ...
s, and cicindelids). From 1868 to 1869 and in 1878 he was president of the Entomological Society of London. In 1871 he was elected a fellow of the
Linnaean Society The Linnean Society of London is a learned society dedicated to the study and dissemination of information concerning natural history, evolution, and taxonomy. It possesses several important biological specimen, manuscript and literature col ...
, and in 1881 he was elected a fellow of the
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, re ...
. 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 alv ...
). A large part of his collections are in the Natural History Museum (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 are ...
''. He describes Bates's 1861 paper on mimicry in
Heliconiidae The Heliconiinae, commonly called heliconians or longwings, are a subfamily of the brush-footed butterflies (family Nymphalidae). They can be divided into 45–50 genera and were sometimes treated as a separate family Heliconiidae within the Pa ...
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 naturalist, geologist, and biologist, widely known for his contributions to evolutionary biology. His proposition that all species of life have descended ...
and
Alfred Russel Wallace Alfred Russel Wallace (8 January 1823 – 7 November 1913) was a British natural history, naturalist, explorer, geographer, anthropologist, biologist and illustrator. He is best known for independently conceiving the theory of evolution thro ...
1858). Other members of this group included Joseph Dalton Hooker, Fritz Müller, Richard Spruce 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 stori ...
. 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 ...
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 f ...
, especially the kind of mimicry which bears his name:
Batesian mimicry Batesian mimicry is a form of mimicry where a harmless species has evolved to imitate the warning signals of a harmful species directed at a predator of them both. It is named after the English naturalist Henry Walter Bates, after his work on ...
. 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, many of which – though bearing no sting – mimic the warning colouration of
hymenoptera Hymenoptera is a large order of insects, comprising the sawflies, wasps, bees, and ants. Over 150,000 living species of Hymenoptera have been described, in addition to over 2,000 extinct ones. Many of the species are parasitic. Females typic ...
(
wasp A wasp is any insect of the narrow-waisted suborder Apocrita of the order Hymenoptera which is neither a bee nor an ant; this excludes the broad-waisted sawflies (Symphyta), which look somewhat like wasps, but are in a separate suborder ...
s and
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 monophyletic lineage within the superfami ...
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 Asilidae obber-flieswhich were very often seen pouncing on butterflies of other families. ... In contrast, the
Pieridae The Pieridae are a large family of butterflies with about 76 genera containing about 1,100 species, mostly from tropical Africa and tropical Asia with some varieties in the more northern regions of North America and Eurasia.DeVries P. J. in L ...
(sulfur butterflies), to which ''Leptalis'' belongs ow_called_''Dismorphia''.html" ;"title="Dismorphia.html" ;"title="ow called ''Dismorphia">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 work ...
and development.


Ega

Bates spent the best part of a year at Ega (now Tefé) 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 Greek mythology, Danaus (, ; grc, Δαναός ''Danaós'') was the king of Libya. His myth is a foundation legend of Argos, one of the foremost Mycenaean cities of the Peloponnesus. In Homer's ''Iliad'', "Danaans" ("tribe of Danaus") and ...
'' 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, or longwings, named after the genus '' Heliconius''. Both group within the family Nymphalidae, and both groups tend to feed on poisonous plants. The
milkweed ''Asclepias'' is a genus of herbaceous, perennial, flowering plants known as milkweeds, named for their latex, a milky substance containing cardiac glycosides termed cardenolides, exuded where cells are damaged. Most species are toxic to hum ...
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 ''Passiflora'', known also as the passion flowers or passion vines, is a genus of about 550 species of flowering plants, the type genus of the family Passifloraceae. They are mostly tendril-bearing vines, with some being shrubs or trees. The ...
'' 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 ''Corallus batesii'', also known commonly as the Amazon Basin emerald tree boa, is a species of snake in the subfamily Boinae of the family Boidae. The species is native to the tropical rainforests of South America. This species was revalidat ...
'' 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 Batesian mimicry is a form of mimicry where a harmless species has evolved to imitate the warning signals of a harmful species directed at a predator of them both. It is named after the English naturalist Henry Walter Bates, after his work on ...
.


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 1Volume 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 King Henry VIII in 1534, it is the oldest university press in the world. It is also the King's Printer. Cambridge University Pr ...
, 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 Augustus Henry Keane (1833–1912) was an Irish Roman Catholic journalist and linguist, known for his ethnological writings. Early life He was born in Cork, Ireland.George Grant MacCurdy, James Mooney and A. B. Legía - Antonio Flores, ''Anthro ...
. 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.)


Further reading

*


External links

* * * * * *
Insecta. Coleoptera
Links to three volumes authored or co-authored by Bates
Obituary
''Proceedings of the Royal Geographical Society'', volume 14, 1892, pp, 245–257
Bragg P.E. 2007. ''Biographies of Phasmatologists – 1. Henry Walter Bates''
{{DEFAULTSORT:Bates, Henry Walter 1825 births 1892 deaths Evolutionary biologists English entomologists English coleopterists English naturalists English explorers Fellows of the Royal Society People from Leicester Fellows of the Geological Society of London Fellows of the Linnean Society of London Deaths from bronchitis Explorers of Amazonia Natural history of Brazil People educated at Leicester Collegiate School