IB Biology SL: Theme A - Unity & Diversity
A4.1 - Evolution & Speciation
Comprehensive Study Guide for Understanding Evolutionary Processes
🌿 Introduction to Evolution
Evolution is the change in heritable characteristics of biological populations over successive generations. It is the fundamental organizing principle of biology, explaining both the unity and diversity of life on Earth.
Evolution occurs through several mechanisms, with natural selection being the primary driver. Over millions of years, evolutionary processes have produced the estimated 8.7 million species alive today from a common ancestor.
This topic explores how species change over time, the evidence supporting evolution, and how new species arise through the process of speciation.
📜 Historical Perspectives: Darwin vs. Lamarck
Two Pioneers of Evolutionary Thought
Both Jean-Baptiste Lamarck (1744-1829) and Charles Darwin (1809-1882) proposed theories to explain how organisms change over time. While both scientists agreed that species evolve in response to environmental pressures, their mechanisms differed significantly.
🦒 Lamarck's Theory of Evolution (Lamarckism)
Key Principles:
1. Use and Disuse Theory
Organs or structures that are used frequently become larger and stronger, while those that are not used become smaller or disappear entirely. Changes occur during an organism's lifetime based on need.
2. Inheritance of Acquired Characteristics
Physical changes acquired during an organism's lifetime can be passed on to offspring. Modifications developed through use or disuse are inherited by the next generation.
3. Internal Vital Force
Organisms have an innate drive toward greater complexity and perfection. Evolution is progressive and goal-directed.
🦒 Classic Example: Giraffe Necks
Lamarck's Explanation:
- Ancestral giraffes had short necks and stretched to reach leaves on tall trees
- Through constant stretching during their lifetime, their necks became slightly longer
- These acquired longer necks were passed to their offspring
- Each generation stretched more, inheriting the previous generation's longer necks
- Over many generations, giraffes developed very long necks
❌ Why Lamarckism Was Rejected:
- No genetic mechanism: Acquired characteristics don't change DNA in gametes (sex cells)
- Contradicts observations: If someone builds muscles through exercise, their children aren't born muscular
- Cannot explain simple organisms: Theory suggests all organisms become more complex, but bacteria and simple organisms still exist
- Lack of evidence: No experimental support for inheritance of acquired traits
🌱 Darwin's Theory of Evolution by Natural Selection
Key Principles:
1. Variation Within Populations
Individuals within a species show natural variation in their traits. These variations are random and inherent, not acquired through use or disuse.
2. Overproduction of Offspring
Organisms produce more offspring than can survive. Resources (food, space, mates) are limited, creating competition.
3. Struggle for Existence
Competition for limited resources leads to a "struggle for survival". Not all individuals survive to reproduce.
4. Survival of the Fittest (Differential Survival)
Individuals with advantageous traits are more likely to survive and reproduce. "Fitness" means reproductive success, not physical strength.
5. Inheritance of Favorable Traits
Organisms with beneficial traits pass these genetic traits to their offspring more frequently than less fit individuals.
6. Gradual Change Over Time
Over many generations, favorable traits become more common in the population, while unfavorable traits become rare. This leads to evolutionary change.
🦒 Classic Example: Giraffe Necks
Darwin's Explanation:
- Ancestral giraffe populations had natural variation in neck length (some longer, some shorter)
- During times of food scarcity, giraffes with longer necks could reach higher leaves
- Longer-necked giraffes had better nutrition, survived longer, and produced more offspring
- The genetic trait for longer necks was passed to offspring
- Over many generations, the frequency of long-neck genes increased in the population
- Eventually, all giraffes had long necks through natural selection
✓ Why Darwin's Theory Was Accepted:
- Observable variation: We can see natural variation within populations
- Supported by evidence: Fossil record, comparative anatomy, biogeography all support it
- Genetic basis: Modern genetics confirms traits are inherited through DNA
- Testable predictions: Can observe natural selection in action (e.g., antibiotic resistance)
- Explains adaptation: Accounts for how organisms become suited to their environments
⚖️ Darwin vs. Lamarck: Side-by-Side Comparison
Aspect | Lamarck's Theory | Darwin's Theory |
---|---|---|
Source of Variation | Acquired during lifetime through use/disuse | Random, pre-existing variation in populations |
Inheritance | Acquired characteristics passed to offspring | Only genetic traits passed through DNA |
Driving Force | Internal vital force; need creates change | Natural selection; environment selects traits |
Competition | Not emphasized | Struggle for existence is central |
Direction | Progressive toward complexity | No inherent direction; adaptation to environment |
Scientific Status | Disproven; not supported by genetics | Widely accepted; supported by evidence |
🔬 Evidence for Evolution
Evolution is supported by multiple lines of evidence from different scientific disciplines. The convergence of evidence from fossils, anatomy, molecular biology, and biogeography provides overwhelming support for evolutionary theory.
🧬 Evidence from DNA and Amino Acid Sequences
Comparing DNA sequences and protein structures between species reveals evolutionary relationships. The more similar the sequences, the more recently species shared a common ancestor.
Key Evidence:
- Universal genetic code: All living organisms use the same genetic code (DNA/RNA bases coding for amino acids), suggesting common ancestry
- DNA sequence similarity: Humans share ~98.8% DNA with chimpanzees, ~85% with mice, ~60% with fruit flies
- Cytochrome c protein: This essential protein shows greater similarity between closely related species
- Molecular clocks: Mutations accumulate at relatively constant rates, allowing scientists to estimate divergence times
- Pseudogenes: Non-functional DNA sequences shared between species indicate common ancestry
🔍 Example: Cytochrome c Differences
Number of amino acid differences in cytochrome c compared to humans:
- Chimpanzee: 0 differences (identical)
- Rhesus monkey: 1 difference
- Dog: 11 differences
- Chicken: 13 differences
- Tuna: 21 differences
- Yeast: 44 differences
This pattern matches evolutionary relationships predicted from other evidence.
🐕 Evidence from Selective Breeding
Selective breeding (artificial selection) demonstrates that species can change dramatically over relatively short time periods. Humans select organisms with desired traits and breed them, demonstrating evolution in action.
Examples of Selective Breeding:
Domesticated Animals:
- Dogs: All dog breeds (from Chihuahuas to Great Danes) descended from wolves through artificial selection over ~15,000 years
- Cattle: Bred for milk production, meat quality, or draft work
- Chickens: Some breeds for egg production, others for meat
- Pigeons: Darwin studied over 300 varieties, all from rock doves
Crop Plants:
- Maize (corn): Bred from teosinte, a wild grass with tiny kernels; now has large, edible cobs
- Brassica oleracea: Single wild species produced cabbage, broccoli, cauliflower, kale, Brussels sprouts through selective breeding
- Wheat: Modern varieties yield 10× more grain than ancestral varieties
- Tomatoes: Bred for size, color, taste, and disease resistance
💡 Key Point:
If humans can cause such dramatic changes through artificial selection in just thousands of years, imagine what natural selection can achieve over millions of years. Selective breeding demonstrates the mechanism of evolution and proves that species are not fixed.
🦴 Homologous Structures: Evidence of Common Ancestry
What are Homologous Structures?
Homologous structures are anatomical features in different species that have:
- Similar basic structure and underlying anatomy
- Same embryonic origin
- Common evolutionary ancestry
- But may have different functions in different species
Homologous structures provide powerful evidence that species with similar structures descended from a common ancestor and diverged over time (divergent evolution).
🦴 Classic Example: Pentadactyl Limb
The pentadactyl limb (five-fingered limb) is found in all tetrapod vertebrates (amphibians, reptiles, birds, and mammals). Despite serving different functions, all these limbs share the same basic bone structure:
Basic Pentadactyl Limb Structure:
- Humerus - Single upper bone
- Radius and Ulna - Two lower bones
- Carpals - Wrist bones
- Metacarpals - Hand/palm bones
- Phalanges - Finger/digit bones (typically 5)
Pentadactyl Limbs in Different Species:
Organism | Limb Function | Modifications |
---|---|---|
Human | Grasping, manipulation | Opposable thumb for precision grip |
Bat | Flying | Extremely elongated finger bones with membrane |
Whale/Dolphin | Swimming | Shortened and enclosed in flipper; extra phalanges |
Bird | Flying | Fused bones, reduced digits, feathers attached |
Horse | Running | Single toe (middle finger), others reduced/lost; hoof |
Mole | Digging | Short, broad, powerful with large claws |
🔍 Evolutionary Significance:
Despite vastly different functions (flying, swimming, running, grasping), all these limbs share the same fundamental bone pattern. This strongly suggests these animals inherited this structure from a common tetrapod ancestor approximately 370 million years ago. Through natural selection, the basic structure was modified for different purposes—a process called adaptive radiation.
Other Examples of Homologous Structures
🦇 Wings in Vertebrates
Bat wings, bird wings, and pterosaur wings are all modified forelimbs with the same pentadactyl structure, but evolved flight independently at different times.
🦷 Teeth in Mammals
Incisors, canines, premolars, and molars are homologous structures. They're modified differently in herbivores (flat grinding teeth) vs. carnivores (sharp cutting teeth).
🦴 Vestigial Structures
Reduced or functionless homologous structures (human appendix, whale hip bones, snake leg bones, human tailbone) provide evidence of evolutionary ancestry.
🦈 Convergent Evolution & Analogous Structures
What is Convergent Evolution?
Convergent evolution occurs when unrelated species independently evolve similar traits because they:
- Live in similar environments
- Face similar selection pressures
- Adapt to similar ecological niches
- Require similar solutions to survival challenges
These similar features are called analogous structures—they have similar functions but evolved independently and have different underlying anatomy.
Analogous Structures
Analogous structures are features that:
- Have similar functions
- Have similar superficial appearance
- Evolved independently in different lineages
- Have different underlying anatomy and embryonic origin
- Do NOT indicate recent common ancestry
🔑 Key Point: Analogous structures demonstrate that natural selection can produce similar solutions to similar environmental challenges, even in unrelated organisms.
Examples of Convergent Evolution
🦈 🐬 Example 1: Dolphins (Mammals) vs. Sharks (Fish)
Similar Features (Analogous):
- Streamlined body shape - reduces water resistance
- Dorsal fin - provides stability
- Flippers/fins - for steering
- Tail fins - for propulsion
Why These Are Analogous:
- Different ancestry: Dolphins evolved from land mammals; sharks are ancient fish
- Different anatomy: Dolphin flippers contain pentadactyl limb bones; shark fins are made of cartilage rays
- Different respiration: Dolphins breathe air with lungs; sharks extract oxygen from water with gills
- Different reproduction: Dolphins give live birth and nurse young; most sharks lay eggs
- Independent evolution: Similar shapes evolved separately due to similar aquatic lifestyles
🌵 Example 2: Cacti (Americas) vs. Euphorbia (Africa)
Similar Features (Analogous):
- Thick, fleshy stems - store water
- Spines instead of leaves - reduce water loss
- Shallow, wide root systems - capture rainfall
- Waxy coating - prevents evaporation
- CAM photosynthesis - reduces water loss
Why These Are Analogous:
- Different plant families: Cacti are Cactaceae; Euphorbia are Euphorbiaceae
- Different geographical origins: Evolved on separate continents
- Different flower structure: Completely different reproductive anatomy
- Independent adaptation: Both adapted to desert environments separately
- Convergent solution: Similar environments selected for similar water-conservation traits
🦋 🦇 🐦 Example 3: Wings in Insects, Bats, and Birds
Similar Function:
All three have wings for powered flight through air.
Why These Are Analogous:
- Insect wings: Outgrowths of exoskeleton, no bones, membranous
- Bat wings: Modified mammalian forelimb with elongated fingers and membrane
- Bird wings: Modified forelimb with fused bones and feathers
- Three separate origins: Flight evolved independently in each group
- Note: Bat and bird wings ARE homologous as forelimbs but analogous as wings
⚖️ Homologous vs. Analogous Structures
Feature | Homologous Structures | Analogous Structures |
---|---|---|
Origin | Common ancestor (shared evolutionary origin) | Independent evolution (no recent common ancestor) |
Structure | Similar underlying anatomy | Different underlying anatomy |
Function | May have different functions | Similar functions |
Evolution | Divergent evolution | Convergent evolution |
Evidence For | Common ancestry | Natural selection and adaptation |
Example | Human arm, bat wing, whale flipper | Shark and dolphin body shapes |
🌍 Speciation: The Origin of New Species
What is Speciation?
Speciation is the evolutionary process by which new biological species arise. It occurs when populations of a species become reproductively isolated and accumulate enough genetic differences that they can no longer interbreed to produce fertile offspring.
Speciation is responsible for the incredible biodiversity on Earth, creating millions of distinct species from common ancestors.
Essential Requirements for Speciation
1. Splitting of Pre-existing Species
Speciation occurs only when a species splits into two or more populations. Gradual changes within a single population do not create a new species—only splitting does.
2. Reproductive Isolation
Populations must be prevented from interbreeding so they evolve independently. Gene flow between populations must stop.
3. Differential Selection
Isolated populations experience different selection pressures in their environments, leading to different adaptations and genetic changes.
4. Time
Sufficient time must pass for genetic differences to accumulate. This typically requires thousands to millions of years.
The Speciation Process: Step-by-Step
- Single species population exists with genetic variation
- Isolation occurs - populations become separated (geographically, ecologically, or behaviorally)
- Gene flow stops - populations can no longer interbreed
- Different environments - each population experiences unique selection pressures
- Mutations arise independently - random mutations occur in each isolated population
- Natural selection acts differently - different traits are favored in each population
- Genetic drift occurs - random changes accumulate, especially in small populations
- Genetic differences accumulate - over many generations, populations become genetically distinct
- Reproductive incompatibility develops - populations can no longer produce fertile offspring together
- New species formed - two distinct species now exist where there was once one
Types of Speciation
Two main pathways to speciation:
1. Allopatric Speciation (Geographic Isolation)
Most common type. Populations are separated by physical geographic barriers (mountains, rivers, oceans). See detailed explanation in previous section A3.1.
2. Sympatric Speciation (Same Geographic Area)
Less common. Populations become reproductively isolated while living in the same area through polyploidy, behavioral differences, or ecological specialization. See detailed explanation in previous section A3.1.
💡 Important Note:
Speciation increases biodiversity by adding new species. Extinction decreases biodiversity by removing species. Net biodiversity = Speciation rate − Extinction rate.
🚫 Reproductive Isolation Mechanisms
What is Reproductive Isolation?
Reproductive isolation refers to mechanisms that prevent different species (or populations) from interbreeding or producing fertile offspring. These mechanisms are essential for maintaining species boundaries and enabling speciation.
Reproductive isolation can occur before fertilization (prezygotic) or after fertilization (postzygotic).
🚧 Prezygotic Barriers (Before Fertilization)
Prezygotic barriers prevent mating or fertilization from occurring. These mechanisms stop reproduction before a zygote (fertilized egg) forms.
1. Geographic (Spatial) Isolation
Definition: Populations are separated by physical distance or geographic barriers, preventing them from meeting.
Examples:
- Fish populations separated by land masses
- Squirrels on opposite sides of the Grand Canyon
- Birds on different islands
2. Temporal (Time-Based) Isolation
Definition: Species breed at different times (seasons, times of day, or years), preventing mating.
Examples:
- Two plant species that flower in different seasons
- Frogs that breed at different times of year
- Corals that release gametes at different times
- Insects that emerge as adults in different months
3. Habitat (Ecological) Isolation
Definition: Species occupy different habitats or ecological niches in the same area, reducing encounters.
Examples:
- One snake species lives in water, another on land
- Insects that feed on different host plants
- Fish living at different depths in a lake
- Parasites that infect different host species
4. Behavioral (Ethological) Isolation
Definition: Differences in courtship behaviors, mating rituals, or signals prevent attraction between species.
Examples:
- Bird species with different songs or mating dances
- Fireflies with species-specific light flash patterns
- Frogs with distinct mating calls
- Peacocks with different tail displays
5. Mechanical Isolation
Definition: Anatomical incompatibility prevents successful mating; reproductive structures don't fit together.
Examples:
- Insects with incompatible genitalia shapes
- Flowers with different shapes preventing pollination by same species
- Snails with shells that spiral in opposite directions
6. Gametic Isolation
Definition: Sperm and egg are incompatible; fertilization cannot occur even if gametes meet.
Examples:
- Sperm cannot penetrate egg membrane of different species
- Biochemical incompatibility between gametes
- Sea urchin sperm recognized only by species-specific egg receptors
- Pollen tubes cannot grow through different species' styles
⚠️ Postzygotic Barriers (After Fertilization)
Postzygotic barriers occur after fertilization has occurred and a hybrid zygote forms. These mechanisms prevent hybrid offspring from developing properly or reproducing.
1. Hybrid Inviability
Definition: Hybrid embryos fail to develop properly or die before reaching reproductive maturity.
Causes:
- Incompatible gene combinations from different species
- Developmental abnormalities
- Chromosomal mismatches during cell division
Examples:
- Sheep-goat hybrids die as embryos
- Some frog species produce tadpoles that fail to mature
- Hybrid seeds that germinate but seedlings die young
2. Hybrid Sterility
Definition: Hybrid offspring survive to adulthood but are sterile (unable to produce functional gametes and reproduce).
Causes:
- Chromosomes from different species cannot pair properly during meiosis
- Abnormal gamete production
- Incompatible chromosome numbers
Examples:
- Mule: Hybrid of horse (64 chromosomes) and donkey (62 chromosomes); mules have 63 chromosomes and are sterile
- Liger: Lion-tiger hybrid; usually sterile
- Hinny: Horse-donkey hybrid (opposite cross from mule); also sterile
3. Hybrid Breakdown
Definition: First-generation (F₁) hybrids are viable and fertile, but second generation (F₂) or later generations are weak, sterile, or inviable.
Examples:
- Cotton species hybrids produce healthy F₁, but F₂ shows reduced fitness
- Some rice species hybrids have fertile F₁ but sterile F₂
- Incompatible gene combinations segregate in later generations
📊 Prezygotic vs. Postzygotic Barriers
Feature | Prezygotic Barriers | Postzygotic Barriers |
---|---|---|
Timing | Before fertilization | After fertilization |
Mechanism | Prevent mating or fertilization | Prevent hybrid success |
Zygote Formation | No zygote forms | Zygote forms but fails |
Energy Cost | Lower (no wasted reproductive effort) | Higher (resources wasted on unviable offspring) |
Types | Geographic, temporal, behavioral, mechanical, gametic, habitat | Hybrid inviability, hybrid sterility, hybrid breakdown |
Evolution | Generally evolve first; more efficient | Evolve later; indicate recent divergence |
🔑 Key Insight:
Prezygotic barriers are more common and evolutionarily advantageous because they prevent wasted energy on producing inviable or sterile offspring. Natural selection favors prezygotic mechanisms because they're more efficient.
🎯 Key Concepts Summary
✓ Darwin vs. Lamarck
Darwin's natural selection (random variation + differential survival) is supported by evidence, while Lamarck's inheritance of acquired characteristics was disproven.
✓ Evidence for Evolution
DNA/amino acid sequences, selective breeding, and anatomical structures all provide compelling evidence for evolutionary change over time.
✓ Homologous Structures
Similar underlying anatomy from common ancestry (divergent evolution); pentadactyl limb exemplifies shared heritage despite different functions.
✓ Convergent Evolution
Unrelated species independently evolve similar traits (analogous structures) due to similar environmental pressures—dolphins and sharks exemplify this.
✓ Speciation
New species arise when populations split, experience reproductive isolation and differential selection, accumulating genetic differences over time.
✓ Reproductive Isolation
Prezygotic barriers (before fertilization) and postzygotic barriers (after fertilization) prevent gene flow between populations, maintaining species boundaries.
👨🏫 About the Author
Adam Kumar
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Math Expert specializing in various international curricula including IB, AP, GCSE, IGCSE, and more. Dedicated to providing comprehensive, accessible educational resources that help students excel in their academic journey across multiple subjects and examination systems.
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