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There appeared recently in Physics Today, a journal dedicated to providing
news to the members of the American Physical Society, a letter that, in
part, describes the surprise with which the author discovered that
Gregor Mendel had worked within the traditional mode of his field when he
carried out his research on the rules of genetic inheritance in garden
peas. [1] This reaction to a visit to the Mendel Museum in
Brno, Czechoslovakia suggests a mindset that many people have about Mendel
and his work -- that he was ``an isolated genius who worked out the laws
of heredity in isolation in a monastery in Moravia''. On the other hand,
many botanists are just as sure that Mendel formed part of a continuum of
research on plant hybridization that continued for more than a century.
These mutually contradictory opinions emphasize the fact that today, a
century and a quarter after Mendel
published his analysis of experiments on the genetic behavior of varieties of
garden pea plants, Pisum, there appears to be anxiety or uncertainly or
confusion as to what actually did transpire in the Mendel Affair. Why did his
paper languish, unheeded,
for 35 years before it was finally read with comprehension by the botanists?
In fact, it was another 35 years later, 70 years after Mendel's paper was
published, that someone, Ronald Aylmer Fisher -- a mathematical statistician --
felt impelled to write a paper that attempted to answer, with reasonable
mathematical sophistication, the question, ``What
did Mendel really do, and how did he do it?'' Fisher concluded that there
is some reason to question the plausibility of the data Mendel produces of
being a random sample.[2] I have seen the Mendel affair
used as an example of what happens if one does not communicate clearly in
a written paper. The paper was, in fact, a transcript of a talk given to
a professional society. Granted, this limited the length of the paper, but
certainly not its intelligibility. It gives it, rather, an interesting didactic
quality. I have heard the Mendel affair cited as an example of what
happens when one publishes in an obscure journal. But the paper was distributed
widely from Russia to the United States, and it was readily available to
those movers and doers who eventually understood the importance of its
message. It is important to realize that Mendel wrote precious little more after that first
paper. In fact, he spent the succeeding 8 years in a futile research on
the genetic behavior of a plant that fascinated Carl Naegele, the Swiss botanist
who held sway over the field of plant genetics at that time. Mendel worked
hard to satisfy Naegele's curiosity about this hawkweed plant. Botanists
now know why Mendel's effort was to no avail, and the effort he made in
the quicksand of that problem finished him quite as effectively as if Naegele
had mugged him! A voluminous correspondence
accompanied this research, and Naegele preserved Mendel's letters to him.
But, incredibly, Naegele did not make a sufficient effort to
alert his own students to Mendel's paper,
and it was left to one of them, Carl Erich Correns, to duplicate Mendel's results and
conclusions some 35 years later -- and then accidentally discover Mendel's
original paper on the matter.[3]
Look at the chaotic picture these pieces of information make.
- Mendel's research was a continuous development of preceding
research, yet its eventual widespread application led to a discontinuous
jump in the understanding of botanists, and geneticists -- as some came to be
called -- in the process of genetic inheritance.
- Mendel published his results in an unpersuasive manner in a journal
of limited circulation. Yet he interacted vigorously for years with the
then leading light in botanical genetics. In spite of this intimate
relationship with Mendel, Naegele never saw it fitting to mention Mendel's
research on peas in any of his own publication, or even to emphasize
its importance to his own students!
- Mendel's data was amassed over more than 8 years and involved
counting, for example, some 60,000 pea seeds. Yet by Fisher's analysis
there are reasons to question the objectivity of his data. No one really
questions the seminal nature of Mendel's work, but there does appear to be
a disproportionate amount of the literature devoted to minimizing his
objectivity.
What transpired in the Mendel affair is much
more complicated than these items could lead one to believe.
But complexity alone is not sufficient reason to dwell on
the affair. Rather, it is worth looking at the affair from our present
perspective since this tragic disaster that happened to Mendel is a parable,
that allows one to reach an understanding, or a fable, from which one can
extract morals, that are too important to be ignored today. But morals are
best drawn after the fable is told, so these issues will be left for
examination later. For now we sketch the drama that Mendel faced as a
professional physicist when he undertook his research -- the essence of the
problem, the tools needed, and the nature of the barrier that separated him
from the observationalists, or naturalists -- the botanists -- who comprised his
proper audience. Stated in terms of topics in the format that was used
above, the following presentation will suggest that:
- Mendel saw, with great perspicuity, that fruitful research in the
basic rules of genetics required that large amounts of data be taken, and
that data be reduced with incisive statistical analysis.
- The characteristics to be followed through a genetic tree must be
carefully chosen as those capable of being analyzed statistically, given
the possible sources of the data.
- This imperative of Mendel to find a proper experimental medium with
which to obtain the required data bank for statistical analysis, separated
him quite clearly from other contemporary researchers. The distinction
between Mendel and the naturalists with whom he would have had to interact
appears to be cultural. This concept of a cultural chasm will have to be
considered in detail later. The twentieth century has managed to replace
with the title, scientist, the descriptive distinction that the names
botanist, physicist, chemist, etc. evoked.
- In other words, Mendel looked for a good experiment that he could
try to understand using statistics, instead of the more usual pattern
of trying to understand what might appear to be a good experiment that
happened to come in hand.
- Certainly Mendel's intuitive understanding of binomial statistics
places him apart from his contemporary peers in genetic research.
Statistical packages of software for personal computers are so readily
available that will be possible to illustrate much of Mendel's experiments
in the presentation that follows.
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Malcom W. P. Strandberg
2000-07-13