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A Festival of
Mathematics
A Sourcebook
A Festival of
Mathematics
A Sourcebook
Alice Peters
Mark Saul
•••
•••••• AMERICAN
~vAMS
...
••··•
MATHEMATICAL
SOCIETY
Mathematical Sciences Research Institute
Berkeley, California Providence, Rhode Island
Advisory Board for the MSRI/Mathematical Circles Library
Titu Andreescu Zvezdelina Stankova
David Auckly James Ta nton
Helene Barcelo Ravi Vakil
Zuming Feng Dia na White
Tony Gardiner I van Yashchenko
Andy Liu Paul Zeitz
Alexander Shen Joshua Zucker
Tatiana Shubin (Chair)
Scientific Editor: David Scott
This volume is published with the generous support of the Simons Foundation
and Tom Leighton and Bonnie Berger Leighton.
2020 Mathematics Subject Classification. Primary 97-01, 97D50, 97E30, 97U30, 97U40.
Copying and reprinting. Individua l r eaders of t his publication, a nd nonprofit libraries acting
for them, are permitted to make fair use of the m ateria l, s uch as to copy select p ages for use
in teaching o r research. Permission is granted to quote brief passages from this publica t ion in
reviews, prov ided the customary acknowledgment of the source is given.
Republication, systematic copying, or multiple reproduction of a ny m aterial in t his publication
is permitted only under license from t he American Mathematical Society. Requests for permission
to reuse portions of AMS publication content are ha ndled by the Copyrig ht Clearance Center. For
more information, p lease visit www.ams.org/publications/pubpermissions.
Send requests for transla tion rights and licensed reprints to reprint-permission©ams.org.
@ 2022 by t he a uthors . A ll rights reserved.
Printed in t he United States of America.
{§) The paper used in this book is acid-free a nd falls w ithin the g uidelines
established to ensure p ermanence and durability.
Visit the AMS home p age at https: / /www.ams.org/
V is it the MSRI home page at http://www . msri . org/
10 9 8 7 6 5 4 3 2 1 27 26 25 24 23 22
To the memory of Nelson Blachman,
who inspired his daughter Nancy in her study of mathematics
Contents
Foreword Xl
Preface xv
Acknowledgements XIX
Chapter 3. Nim 53
One-Row Nim 53
Nim Variants 61
Two-Row Nim 63
Historical Notes 64
xi
Xll FOREWORD
This book is about enjoying mathematics, about using the mind as an ath-
lete uses the body in a joyful game. Its inspiration is the Julia Robinson
Mathematics Festival, a n organization that supports non-competitive after-
school mathematical activities.
The activities in this book are just a few of the many that the Julia
Robinson Mathematics Festival has developed over the years. The problems
have a low threshold, but their ceiling is high. A game or puzzle intrigues,
then stimulates thought, that then becomes serious mathematics before the
reader is aware of the transition. A gentle on-ramp leads to an exhilarating
ride t hrough fantastic mental landscapes.
Almost anyone, at any level, can begin to engage in the sequences of
problems in each chapter. Most of the chapter problems begin with situa-
tions that require no more than simple arit hmetic or intuit ive concepts of
symmetry- and sometimes not even that. On a deeper level, the beginning
problems require intuitive logic, but not the notion of a strategy for play
or algorithm for solution. These more sophisticated ideas emerge as the
student works the puzzle, plays the game, or solves the problems that come
later. As soon as solvers can understand the statement of the first prob-
lem in a chapter, they can engage in the solution, progressing to the next
step whenever they are ready. And if students never get to the next step,
they will have learned something significant, just from understanding the
difficulties of the situation.
A Julia Robinson Mathematics Festival is a social occasion to learn
mathematics. In a large open space, tables are provided on which a va-
riety of problem materials are made available. ( Each chapter in this book
is a sample of the materials at a single Festival table.) Each table has a table
leader or facilitator, who manages the activity- but does not teach in t he
traditional sense. Students are free to wander among the tables, choosing
for themselves an activity to engage in and the amount of t ime t hey spend.
Informal social groups form around the activit ies. Students bring old friends
and make new friends. Facilitators observe and support, but intervene only
minimally.
xv
XVI PREFACE
students progress independently in their work. A hint given too early de-
prives the student of discovery, a hint given too late risks frustration. Timing
is everything. But timing cannot be put between the pages of a book. This
book-like any teaching guide-is only as good as the leader who uses it.
We hope readers will use it wisely.
These caveats are not meant to restrain the reader's delight in the book.
However you use it, in whatever order you read the materials, we wish you
joy in reading. We have enjoyed putting this material together and have
learned a lot in the process. We hope you will learn something as well. And
have fun while learning.
- Mark Saul and Alice Peters
Acknowledgements
x ix
Part 1
Activity Guides
Chapter 1
We start with a row of five colored disks. Each disk is one of three colors.
We then form a row of four colored disks beneath the initial row , according
to the following rules:1
• If the two disks above the disk to be placed are of the same color, then
the disk below is also that color.
• If the two disks above the disk to be placed are of different colors, then
the disk below is of the third color.
We repeat the process, thus forming a row of four disks , then three disks,
etc., until we arrive at a row of just one disk. The challenge is to predict the
color of that final disk by looking at the five init ial disks. The more general
problem would be to study t he action of t his iterative rule on init ial strings
of any number of disks.
This is a classic example of a problem that can be worked on several
levels. Younger students will have fun playing wit h t he pattern of format ion.
More sophisticated students will enjoy an alyzing t he various sit uations t hat
arise. Advanced students will find connections to well-known mathematical
objects and serious investigations.
We start our analysis using very simple tools, that students in elementary
school have. We then move to an arit hmetization of t he problem , suitable
only for more advanced students. But even advanced students should prob-
ably start with the simpler analysis, jumping to the arithmetic whenever
appropriate.
1
• o•
The Color Triangle C hallenge presented here is the creation of two mathematicians
who h ave worked to popularize mathem atics, E hrhard Behrends (1946- ) from Germany
a nd t h e British mathem atician Steve Humble (1965- ). It was published in Th e Mathemat-
ics Intelligencer, Volume 35, Issue 2 (2013) , pp. 10-15. http:/ / www. ehrhard-behrends.
de/pdf_zaubern/behrends_hurnble .pdf .
3
4 1. COLOR TRIANGLE CHALLENGE
Manipulatives are essent ial t o this activity. They help organize students'
exp eriences. In addition, brightly colored chips or counters will attract
a crowd of curious students, who can then get "hooked " on the game .
Looking up "colored chips" or "counting chips" online will bring up links
t o a number of vendors of this inexpensive manipulative, which can be
used for many other activit ies as well.
For a Festival, the facilitator should probably have a few examples of com-
plet ed triangles ready to show students, so that they can learn t he rule of
formation quickly. These can be printed out , or simply left on the table (in
an undisturbed corner) t o show p articipants who ap proach .
Here is an example:
(1) For each of t he init ial st art ing rows below, make a guess about what
the final (single) color will be. Then construct the color t riangles to
see if your guess was correct.
(a) - - - - -
It is not hard to see that if any row contains just one color , all
the following rows will contain that color. This observat ion can be
elicited from students now, or after working Problem l(e) .
(c) - 0 - 0 -
Solution: The final single disk is red.
See Problem 1 (b) for a possible insight that students might have.
Another important insight is that P roblems 1 (b) and 1 (c) ar e iso-
morphic; i.e., they have the same structure. This may be h ard
for students t o articulat e, even if t hey see it. The p oint is t hat
the sp ecific colors are not important. What is important is which
colors match and which do not .
(d) - - - - -
Solution: The final single disk is red . This pattern is harder t o
pick out. The last color in each row alt ernat es between red and
yellow. Students can experiment t o see how this pat tern continues
with an initial row of n blue and one red disk.
6 1. COLOR TRIANGLE CHALLENGE
(e) - - - - -
Solution: The final single disk is blue.
Note: this is a tricky one! Only a few students will be able to predict
the final color. While it is usually easier to predict t hings if t here are
many disks of a single color, this is not always the case. The pattern
seems to vary wildly with the placement of the single disk of a different
color.
Compare the following initial row and solution with the previous
one:
One insight that younger students should get is that the last color is in
fact determined by the initial array. At first, many younger students
think of the situation as a guessing game. Gradually, they become
aware that each row is determined by the previous row. Older or more
sophisticated students will know this without prior experimentation.
(2) How many different starting rows of three disks are there?
One way to enact this for younger students is to ask them to construct
the diagram for RRB. Then ask them to guess-and-check the outcome
for RRY. Most will then get the idea of isomorphism.
So we can say that RRB and RRY are not really different enough
to count them differently. What about RRB and BRR? Even younger
students will see that the "flipping the row around" or "reading the row
backwards" doesn't change how we think of the situation. Younger stu-
dents can then count the rows of three disks to determine the different
ones. One way to break this into cases is to consider how many disks
are the same color.
• If a ll three disks are the same color (BBB, RRR, YYY) , there is
only one case and it is isomorphic to BBB.
8 1. COLOR TRIANGLE CHALLENGE
• If there are two disks the same color, there are two cases: BBR or
BRB. Every other arrangement is isomorphic to one of these, ei-
ther by" flipping" the row or by permuting (exchanging) the colors.
• If every disk is a different color, there is only one case: BRY.
Students can be asked how many actual arrangements there are
that are isomorphic to BRY. The answer is six, and this can lead to a
discussion of counting permutations. The corresponding question for
BBR or BRB is more difficult. We must select two colors, and the order
in which we select them is significant(!). For example, if we replace B
and R (in the arrangement BBR) by R and Y, respectively, we get
RRY. But if we replace B and R by Y and R , respectively, we get
YYR, which is different. So in selecting two colors to replace B and
R , we are counting permutations again~and not combinations. There
are six ways (counting order) to select two colors out of three.
This gives 12(!) rows isomorphic to BBR, because we can flip each
arrangement backwards. But only six rows isomorphic to BRB, because
this arrangement is symmetric: we don't get a new one by reading
it backwards. This counting problem gets significantly more difficult
with a row of four or more chips and leads to some advanced topics in
combinatorics.
At this point it may be useful to write down the four patterns with
three disks. We give the colors an order, which is the alphabetical order
of their names in English: blue, then red, then yellow. This will help
us to avoid two rows that are isomorphic.
Students can now "read off" the result starting with three disks, by
classifying the init ial row as isomorphic to one of these. This exercise
provides practice with the notion of isomorphism.
0 -
-
- - - - --
0 0 0
0
- 0
TOWARD A GENERALIZATION 9
(3) Determine the final color in these situ ations starting wit h four disks.
(a) - - - -
Solution: Students should see right away t hat the result is blue.
(c) - - - -
Solution: The final disk is yellow.
(d) - 0 - -
Solution: T he final disk is yellow.
-
- 0
Toward a Generalization
(1) We have already found the solution for a st arting row wit h four blue
disks. We now want to investigate some more cases starting with four
disks. W h at is the final color of the single remaining disk in each case?
10 1. COLOR T RIANGLE CHALLENGE
(a) - - - -
(c) - - Q -
Solution: The final disk is blue.
This shows:
The o rem 1. If a row of four disks begins and ends with the same color,
then the final disk is of that same color.
Note: This is not the case if we start with three disks or five disks.
(2) What is the resulting disk color for each of the following initial rows?
(a) - - - -
--- --- 0
(c) - - - -
- - 0
(d) - - 0 -
Solution: The final disk is yellow.
- - -000
- - - 0
(e) - Q - -
Solution: The final disk is yellow.
-- -- - 0
0
(f) - 0 0
•o•
e
Solution: The final disk is yellow.
-- 0
0
0
- -
- - 0
All the results come out wit h the final disk yellow! Again, a litt le
thought will show that these six arrangements are t he only arrange-
ments (up to isomorphism) of four disks for which the first and last
disks are different colors. And they all result in t he third color.
The orem 2. If a row of four disks begins and ends with different colors,
then the final disk is the third color.
- 0 - 0 - 0 - ® ®
0 0 ®
0 ®
0
The key insight is that if we ignore the rightmost entry in each of the
first four rows (those not in color above), then the remaining triangle is
one that begins with four disks , and follows t he same rule of formation
as the whole triangle. Since it begins wit h blue and ends wit h red, t he
result (on t he next-to-last line) must be yellow.
Similarly, if we ignore the leftmost entry in each of the first four
rows (t hose not in color below) , t he remaining triangle is again one
starting with four disks, so we can jump right to the next-to-last row
and predict that it will also be yellow. Then we only need look at the
row of two disks , and we get the result : yellow.
®
® - - -
®
0
0
0
0
0
® 0
0
So we can easily go from a row of five disks to a row of two disks.
Students can now go back to the problems with five-disc rows and do them
in their head , for practice. Note that there is no easier shortcut for five-letter
rows. We must break them down into two overlapping four letter rows.
Further Generalizations
(1) Suppose we start with t he following six-disk row:
e e ooo e
What will the result be?
Solution: We can again take the disks four at a time. The result of
each of t hese subproblems give us a row wit h t hree disks, which is easy
to resolve.
14 1. COLOR TRIANGLE CHALLENGE
e e ooo e
and working from left to right , we first look at
e e oo
and know from Theorem 2 that the result is one red disk.
Next we look at
e ooo
and can easily find that the result is one blue disk.
Finally, we look at
ooo e
which results in a red disk.
Writing this three-disk row from the results above we have
---
So with this method, we we can jump from six disks to three. And
then continue according to our rules to get
00
0
(2) Predict the result of the following seven-disk row:
e e o e o ee
Solution: An initial row of seven is interesting. We get four sub-rows
of four each, which then form another row of four , and we can predict
t hings rather quickly:
Working from left to right with groups of four disks, we have
• Disks 1- 4 gives the result yellow
(3) What will happen if we start with an initial row of eight disks or an
initial row of nine disks?
Solution: For an initial row of eight disks , there will be five groups of
four. So we jump to a row of five disks, then to a row of two disks,
then to the final result.
For an initial row of nine disks there will be six groups of four. So
we jump to a row of six disks, then a row of three disks, then the result.
(It is probably not necessary-unless students are having fun-to
actually work these.)
(4) What about an initial row of 10 disks? Try this with the st arting row
- - oo ____ _ _
(We will stop with 10, because certain patterns will suggest themselves which
require more sophistication to investigate.)
Solution: We can break this initial row into seven (overlapping) groups of
four disks each:
- - oo - oo - oo --
o---
That there will be seven rows is hinted at by the experimentation in
Problem 3.
-- -- -o-
Repeating the process, we can break down this row of seven into four rows
of four disks:
-- -- ----
-- -o --0-
16 1. COLOR TRIANGLE CHALLENGE
o ee o
which gives the result of yellow.
There is another way we can look at this problem. Suppose that we replace
one or two colors with Xi where Xi can be any of the colors. (We will use
the notation of a circled letter to represent the colored disks.) We begin
with
~~~
~~~~
and continuing the process we have
~~~~
0®00
... and the result is still 0! All of the X's in the middle end up not
counting.
But what if the X is on the end of a row of 10? That analysis is more
difficult, but it turns out t hat the final disk is again det ermined only by the
first and last disks.
Students may want to investigate this on their own. Or they can skip
over this case to the next sect ion, wher e it is explained more formally.
Applying Arithmetic
We can use arithmetic tools to analyze the color t riangles puzzle. Because
we have three colors we can do arithmet ic modulo 3.
Students who don't know this t erminology can sometimes intuit the
concepts just by calling the arithmetic "rem ainders when you divide
by 3" .
APPLYING ARITHMETIC 17
Table 1 gives all of the possibilities (the color of the resulting disk does
not depend on the order of t he two original colors). Table 1 certainly doesn't
look like addition modulo 3. Notice that in each case, addition eit her gives
the correct answer (zero) or the "opposite" answer (1 when the result should
be 2, and 2 when the result should be 1).
Noting that 2 = -l(mod 3) , we can see that for any colors a and b, t hat
a EB b =-(a + b)(mod 3).
T his observation gives a key to the arithmetic analysis of t he game. For
example, let's take a general row of four disks:
a b C d
-(a + b) -(b + c) -(c + d)
(a+2b+c) (b+2 c +d)
- (a + 3b + 3c + d) ( 1)
ao
(2) Check that this result matches with our computations in Problems
l(a)- 1(e) .
It is not hard, looking at Expressions (1) and (2) to spot the binomial
coefficients. A binomial coefficient represents the number of combina-
tions of r items that can be selected from a set of n items and is written
as (;). It also represents an entry in P ascal's triangle (Figure 1). These
numbers are called binomial coefficients because they are coefficients
in the binomial theorem.
In fact, one way to describe the resulting color for a row of n
disks uses t he dot product. The dot product of two vectors, a =
(a1, a2 , ... , an) and b = (b1 , b2, . . . bn), is defined as a 1b1 + a2b2 + . . . +
anbn .
• We take the dot product of the original row values (expressed as
a vector) and row number (n - 1) of Pascal's Triangle (where we
st art counting the rows wit h 0), taken modulo 3.
• We multiply this dot product by (- 1r- 1 and reduce modulo 3.
1
1 1
1 2 1
1 3 3 1
1 4 6 4 1
110 10 5 1
5
1 6 15 20 15 6 1
1 7 21 35 35 21 7 1
1 8 28 56 70 26 28 8 1
F IGURE 1. Pascal's Triangle.
CONNECTION TO THE BINOMIAL COEFFICIENTS 19
Note that the index of the binomial coefficient has not increased, but
the subscript of each a has.
We have computed arithmetically the two chips in the penult imate
row. To get the final chip (resulting from starting with our original
six), we add the expressions for t he two chips we have, multiply t his
sum by -1 , and reduce modulo 3. We get -1 times:
20 1. COLOR TRIANGLE CHALLENGE
(: ) + (~) = ( ~)
(!) + (: ) = ( : )
Also, for completeness, we note that
So we h ave
1
1 1
1 2 1
1 0 0 1
1 1 0 1
1
1 2 1 1
2 1
1 0 0 2
0 0 1
1 1 0 2
2 0 1 1
1 2 1 2
1 2 1 2 1
1 0 0 0
0 0 0 0 0 1
1 1 0 0
0 0 0 0 0 1 1
1 2 1 0
0 0 0 0 0 1 2 1
1 0 0 1
0 0 0 0 0 1 0 0 1
1 1 0 1 1 0 0 0 0 1 1 0 1 1
1 2 1 1
2 1 0 0 0 1 2 1 1 2 1
1 0 0 2
0 0 1 0 0 1 0 0 2 0 0 1
1 1 0 2
2 0 1 1 0 1 1 0 2 2 0 1 1
1 2 1 2
1 2 1 2 1 1 2 1 2 1 2 1 2 1
1 0 0 0
0 0 0 0 0 2 0 0 0 0 0 0 0 0 1
1 1 0 0
0 0 0 0 0 2 2 0 0 0 0 0 0 0 1 1
1 2 1 0
0 0 0 0 0 2 1 2 0 0 0 0 0 0 1 2 1
1 0 0 1
0 0 0 0 0 2 0 0 2 0 0 0 0 0 1 0 0 1
1 1 0 1
1 0 0 0 0 2 2 0 2 2 0 0 0 0 1 1 0 1 1
1 2 1 1
2 1 0 0 0 2 1 2 2 1 2 0 0 0 1 2 1 1 2 1
1 0 0 0 2 0 1 0 0 2 0 0 1 0 0 2 0 0 1 0 0 20 0 1
1 1 0 2
2 0 1 1 0 2 2 0 1 1 0 2 2 0 1 1 0 2 2 0 1 1
1 2 1 2
1 2 1 2 1 2 1 2 1 2 1 2 1 2 1 2 1 2 1 2 1 2 1
1 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1
1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 00 0 0 0 0 1 1
1 2 1 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 1
1 0 0 1
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1
1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1
1 2 1 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 1 1 2 1
1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 2 0 0 1
1 1 0 2 2 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 2 2 0 1 1
Historical Notes
W hat is now known as Pascal's Triangle h as appeared in many cultures
over the centuries, so it is difficult to say where it was first thought of, or
by whom. We can distinguish two characterizations of t he entries to the
triangle. The "additive" characterization is G) + (nt1) = (~: i), where n
is t he row and k is t he column. T he "multiplicative" characterization is
(~) = n !/k!(n - k) !.
22 1. COLOR TRIANGLE CHALLENGE
In the 3rd century BC, the Indian mathematician Achary Pingala wrote
about the additive formula, and in the 9th century AD, Mahavira gave the
multiplicative characterization. A third Indian mathematician, Halayudha
(10th century) , gave an early example of these numbers placed in a triangle
form [A. W. F. Edwards, (2013), "The Arithmetical Triangle" in Robin Wil-
son, John J. Watkins, (eds.) , Combinatorics: Ancient and Modern, Oxford
University Press, pp. 166- 180].
The Persian mathematician Al-Karaji (953-1029) described the trian-
gle in a book that is now lost. Later, the poet and mathematician Omar
Khayyam (1048- 1131) used it in the extraction of roots (in a book also
lost) [Dirk J. Struik, "Omar Khayyam, Mathematician" in The Mathemat-
ics Teacher Vol. 51, No. 4 (April 1958) , pp. 280-285]. Today, in Iran,
students study the Khayyam triangle.
In China, the mathematician Yang Hui (1238- 1298) wrote of lost work
done earlier on the triangle by Jia Xian in the 11th century, so Chinese stu-
dents today study the Yang Hui triangle [Shen Kangshen, John N. Crossley
and Anthony W-C. Lun, The Nine Chapters on the Mathematical Art, Ox-
ford University Press, 1999, p. 228].
Likewise, Italian students learn about the Triangolo di Tartaglia, named
for the mathematician Niccolo Fontana Tartaglia, who published six rows of
the triangle in 1556 [A. W. F. Edwards, (2013), "The Arithmetical Trian-
gle" in Robin Wilson, John J. Watkins, (eds.), Combinatorics: Ancient and
Modern, Oxford University Press, pp. 166- 180].
The French mathematician Blaise Pascal (1623-1662) collected some
results in Traite du triangle Arithmetique, written in 1654, and used them
to solve problems in probability theory. The triangle soon acquired the name
"Pascal's Triangle" in English texts.
Chapter 2
In the classroom, magic squares are usually seen as brain teasers, or venues
for practicing addition. We will show how they can actually be used to
introduce and develop concepts from higher mathematics.
Note that for this activity it is not essential that the playing cards form a
standard deck. Many leaders of math circles or math festivals collect worn
or incomplete decks of cards, which can be used in many activities.
3 9 2
5 X 7
y 3 8
Solution: From the first row, we see that the common sum must be
3 + 9 + 2 = 14.
So 5 + x + 7 = 14, and x = 2. Then y + 3 + 8 = 14 and y = 3.
4 8 7
6 10 4
1 9 8
23
24 2. MAGIC SQUARES AND ALGEBRA
4 8 7
6 10 4
1 9 8
Column sums: 11 27 19
But if you switch the positions of two of the nine numbers, you can
make the column sums equal. Can you find those two numbers?
Hint: If the column sums are equal, what must each column sum be?
4 8 7
6 10 4
9 1 8
4 8 7
6 10 4
9 1 8
Column sums: 19 19 19
(3) Here is a square of numbers whose column sums are the same:
10 12 8
6 10 9
9 3 8
But t he row sums are not t he same. Can you make the row sums
the same, and still keep the column sums equal?
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Fig. 241.—Lips of a Wrasse,
Labrus festivus.
The “Wrasses” are a large family of littoral fishes, very abundant
in the temperate and tropical zones, but becoming scarcer towards
the Arctic and Antarctic circles, where they disappear entirely. Many
of them are readily recognised by their thick lips, which are
sometimes internally folded, a peculiarity which has given to them
the German term of “Lip-fishes.” They feed chiefly on mollusks and
crustaceans, their dentition being admirably adapted for crushing
hard substances. Many species have a strong curved tooth at the
posterior extremity of the intermaxillary, for the purpose of pressing a
shell against the lateral and front teeth by which it is crushed. Other
Wrasses feed on corals, others on zoophytes; a few are herbivorous.
In all Wrasses the upper pharyngeal bones seem to be jointed to the
basi-occipital; but whilst in Labrus the basi-occipital is raised on each
side into a large flattish condyle, fitting into a concavity of the upper
pharyngeals, in Scarus the mode of articulation is reversed, the basi-
occipital having a pair of long grooves, in which the oblong condyles
of the upper pharyngeals slide forwards and backwards. Beautiful
colours prevail in this family, permanent pigmentary colours as well
as passing iridescent reflections of the scales. Some species remain
very small, others grow to a weight of fifty pounds. The larger kinds
especially are prized as food, the smaller less so.
Remains of Labridæ, recognised by their united pharyngeals,
which bear molar-like teeth, are not scarce in tertiary formations of
France, Germany, Italy, and England. Such remains from Monte
Bolca and the Swiss Molasse have been referred to the genus
Labrus. Others, Nummopalatus and Phyllodus, are allied, but cannot
be assigned, to one of the recent genera; the latter genus is first
represented in cretaceous formations of Germany. Another genus,
Taurinichthys, from the Miocene of France, represents the Odacina
of the living fauna. Egertonia, from the Isle of Sheppey, differs so
much from all recent Labroid genera that its pertinence to this family
appears doubtful.
[See J. Cocchi, Monografia dei Pharyngodopilidæ, 1866; and E.
Sauvage, Sur le genre Nummopalatus, in Bull. Soc. Geol. France,
1875.]
Labrus.—Body compressed, oblong, covered with scales of
moderate size, in more than forty transverse series; snout more or
less pointed; imbricate scales on the cheeks and opercles; none or
only a few on the interoperculum. Teeth in the jaws conical, in a single
series. Dorsal spines numerous, thirteen or twenty-one, none of which
are prolonged; anal spines three. Lateral line not interrupted.
Young “Wrasses” differ from mature specimens in having the
præoperculum serrated. The headquarters of this genus are the
Mediterranean, whence it ranges, gradually diminishing towards the
north, along all the shores of Europe. Nine species are known;
British are the “Ballan Wrasse” (L. maculatus), and the “Striped or
Red Wrasse” or “Cook” (L. mixtus). The two sexes of the latter
species are very differently coloured; the male being generally
ornamented with blue streaks, or a blackish band along the body,
whilst the female has two or three large black blotches across the
back of the tail.
Crenilabrus are Labrus with serrated præoperculum; the number
of their dorsal spines varies from thirteen to eighteen, and the scales
are arranged in less than forty transverse series.
The range of this genus is co-extensive with Labrus. C. melops,
the “Gold-sinny,” or “Cork-wing,” is common on the British coasts.
Tautoga.—Body compressed, oblong, covered with small scales;
scales on the cheek rudimentary, opercles naked. Teeth in the jaws
conical, in double series; no posterior canine tooth. Dorsal spines
seventeen, anal spines three. Lateral line not interrupted.
The “Tautog,” or “Black-fish,” is common on the Atlantic coasts of
temperate North America, and much esteemed as food.
Ctenolabrus.—Body oblong, covered with scales of moderate
size; imbricate scales on the cheeks and opercles. Teeth in the jaws in
a band, with an outer series of stronger conical teeth; no posterior
canine tooth. Dorsal spines from sixteen to eighteen; anal spines
three. Lateral line not interrupted.
Four species, from the Mediterranean and the temperate parts of
the North Atlantic, Ct. rupestris being common on the British, and Ct.
burgall on the North American coasts.
Acantholabrus.—A Wrasse with five or six anal spines, and with
the teeth in a band.
Two species are known from Madeira and the Canary Islands,
and one from northern Europe and Greenland. The latter is scarce
on the British coasts, but bears a distinct name on the south coast,
where it is called “Rock-cook.”
Lachnolaemus from the West Indies, and Malacopterus from
Juan Fernandez, are Labroids, closely allied to the preceding North
Atlantic genera.
Cossyphus.—Body compressed, oblong, with scales of moderate
size; snout more or less pointed; imbricate scales on the cheeks and
opercles; basal portion of the vertical fins scaly. Lateral line not
interrupted. Teeth in the jaws in a single series; four canine teeth in
each jaw anteriorly; a posterior canine tooth. Formula of the fins: D.
12/9–11, A. 3/12.
Twenty species are known from the tropical zone and coasts
adjoining it; some, like G. gouldii from Tasmania, attain a length of
three or four feet.
Chilinus.—Body compressed, oblong, covered with large scales;
lateral line interrupted; cheeks with two series of scales;
præoperculum entire; teeth in a single series, two canines in each jaw;
no posterior canine tooth; lower jaw not produced backwards. Dorsal
spines subequal in length; formula of the fins: D. 9–10/10–9, A. 3/8.
Common in the tropical Indo-Pacific, whence more than twenty
species are known. Hybrids between the different species of this
genus are not uncommon.
Epibulus.—Closely allied to the preceding genus, but with a very
protractile mouth, the ascending branches of the intermaxillaries, the
mandibles, and the tympanic being much prolonged.
This fish (E. insidiator) is said to seize marine animals by
suddenly thrusting out its mouth and engulphing those that come
within the reach of the elongated tube. It attains a length of twelve
inches, is common in the tropical Indo-Pacific, and varies much in
coloration.
Anampses.—Distinguished by its singular dentition, the two front
teeth of each jaw being prominent, directed forwards, compressed,
with cutting edge. D. 9/12, A. 3/12.
Beautifully coloured fishes from the tropical Indo-Pacific. Ten
species.
Platyglossus.—Scales in thirty or less transverse series; lateral
line not interrupted. A posterior canine tooth. Dorsal spines nine.
Small beautifully coloured Coral-fishes, abundant in the
equatorial zone and the coasts adjoining it. Some eighty species are
known (inclusive of the allied genera Stethojulis, Leptojulis, and
Pseudojulis).
Novacula.—Body strongly compressed, oblong, covered with
scales of moderate size; head compressed, elevated, obtuse, with the
supero-anterior profile more or less parabolic; head nearly entirely
naked. Lateral line interrupted. No posterior canine tooth. D. 9/12, A.
3/12; the two anterior dorsal spines sometimes remote or separate
from the others.
Twenty-six species are known from the tropical zone, and the
warmer parts of the temperate zones. They are readily recognised
by their compressed, knife-shaped body, and peculiar physiognomy;
they scarcely exceed a length of twelve inches.
Julis.—Scales of moderate size; lateral line not interrupted. Head
entirely naked. Snout of moderate extent, not produced; no posterior
canine tooth. Dorsal spines ten.
Co-extensive with Platyglossus in their geographical distribution,
and of like beautiful coloration and similar habits. Some of the most
common fishes of the Indo-Pacific, as J. lunaris, trilobata, and
dorsalis, belong to this genus.
Coris.—Scales small, in fifty or more transverse series; lateral line
not interrupted. Head entirely naked. Dorsal spines nine.
Twenty-three species, distributed like Platyglossus; two reach the
south coast of England, Coris julis and C. giofredi, said to be male
and female of the same species. Some belong to the most
gorgeously coloured kinds of the whole class of fishes.
Genera allied to the preceding Labroids are—Choerops,
Xiphochilus, Semicossyphus, Trochocopus, Decodon, Pteragogus,
Clepticus, Labrichthys, Labroides, Duymæria, Cirrhilabrus,
Doratonotus, Pseudochilinus, Hemigymnus, Gomphosus, Cheilio,
and Cymolutes.
Pseudodax.—Scales of moderate size; lateral line continuous;
cheeks and opercles scaly. Each jaw armed with two pairs of broad
incisors, and with a cutting lateral edge; teeth of the lower pharyngeal
confluent, pavement-like. Dorsal spines eleven.
The fishes of this genus, and the three succeeding, are known by
the name of “Parrot-wrasses.” Of Scarus one species (S. cretensis)
occurs in the Mediterranean, and nine others in the tropical Atlantic.
The first was held in high repute by the ancients, and Aristotle has
several passages respecting its rumination. It was most plentiful and
of the best quality in the Carpathian Sea, between Crete and Asia
Minor, but was not unknown even in early times on the Italian coasts,
though Columella says that it seldom passed beyond Sicily in his
day. But in the reign of Claudius, according to Pliny, Optatus
Elipentius brought it from the Troad, and introduced it into the sea
between Ostium and Campagna. For five years all that were caught
in the nets were thrown into the sea again, and from that time it was
an abundant fish in that locality. In the time of Pliny it was considered
to be the first of fishes (Nunc Scaro datur principatus); and the
expense incurred by Elipentius was justified, in the opinion of the
Roman gourmands, by the extreme delicacy of the fish. It was a fish,
said the poets, whose very excrements the gods themselves were
unwilling to reject. Its flesh was tender, agreeable, sweet, easy of
digestion, and quickly assimilated; yet if it happened to have eaten
an Aplysia, it produced violent diarrhœa. In short, there is no fish of
which so much has been said by ancient writers. In the present day
the Scarus of the Archipelago is considered to be a fish of exquisite
flavour; and the Greeks still name it Scaro, and eat it with a sauce
made of its liver and intestines. It feeds on fucus; and Valenciennes
thinks that the necessity for masticating its vegetable diet thoroughly,
and the working of it with that intent backwards and forwards in the
mouth, may have given rise to the notion of its being a ruminant; and
it is certain that its aliment is very finely divided when it reaches the
stomach.
Fig. 242.—Scarichthys auritus.
Scarichthys.—Differing from Scarus only in having flexible dorsal
spines.
Third Family—Embiotocidæ.
Body compressed, elevated or oblong, covered with cycloid
scales; lateral line continuous. One dorsal fin, with a spinous portion,
and with a scaly sheath along the base, which is separated by a
groove from the other scales; anal with three spines and numerous
rays; ventral fins thoracic, with one spine and five rays. Small teeth
in the jaws, none on the palate. Pseudobranchiæ present. Stomach
siphonal, pyloric appendages none. Viviparous.
Marine Fishes characteristic of the fauna of the temperate North
Pacific, the majority living on the American side, and only a few on
the Asiatic. All are viviparous (see Fig. 70, p. 159). Agassiz
describes the development of the embryoes as a normal ovarian
gestation, the sac containing the young not being the oviduct but the
ovarian sheath, which fulfils the functions of the ovary. This organ
presents two modes of arrangement: in one there is a series of
triangular membranous flaps communicating with each other,
between which the young are arranged, mostly longitudinally, the
head of one to the tail of another, but sometimes with the bodies
curved, to the number of eighteen or twenty; in the other, the cavity
is divided by three membranes converging to a point, into four
compartments, not communicating with each other except towards
the genital opening, the young being arranged in the same
longitudinal manner. The proportionate size of the young is very
remarkable. In a female specimen 10½ inches long, and 4½ inches
high, the young were nearly 3 inches long and 1 inch high.
Seventeen species are known, the majority of which belong to
Ditrema, and one to Hysterocarpus. They do not attain to a large
size, varying from three-quarters to three pounds in weight.
Fourth Family—Chromides.
Body elevated, oblong or elongate, scaly, the scales being
generally ctenoid. Lateral line interrupted or nearly so. One dorsal
fin, with a spinous portion; three or more anal spines; the soft anal
similar to the soft dorsal. Ventral fins thoracic, with one spine and
five rays. Teeth in the jaws small, palate smooth. Pseudobranchiæ
none. Stomach coecal; pyloric appendages none.
Freshwater-fishes of rather small size from the tropical parts of
Africa and America; one genus from Western India. The species with
lobate teeth, and with many circumvolutions of the intestines, are
herbivorous, the other carnivorous.
Etroplus.—Body compressed, elevated, covered with ctenoid
scales of moderate size. Lateral line indistinct. Dorsal and anal spines
numerous. Teeth compressed, lobate, in one or two series. Anterior
prominences of the branchial arches not numerous, short, conical,
hard. Dorsal fin not scaly.
Two species from Ceylon and Southern India.
Chromis.—Body compressed, oblong, covered with cycloid scales
of moderate size. Dorsal spines numerous, anal spines three. Teeth
compressed, more or less lobate, in one series. Anterior prominences
of the branchial arches short, thin, lamelliform, non-serrated. Dorsal
fin not scaly.
Some twenty species are known from the fresh waters of Africa
and Palestine; the most celebrated is the “Bulti,” or “Bolty,” of the
Nile, one of the few well-flavoured fishes of that river; it grows to the
length of twenty inches. Two or three species of this genus occur in
the Jordan and Lake of Galilee.
Fig. 244.—Chromis andreæ, from the Lake of Galilee.
Hemichromis, differing from Chromis in having conical teeth in
one or two series.
THIRD ORDER—ANACANTHINI.
Vertical and ventral fins without spinous rays. The ventral fins, if
present, are jugular or thoracic. Air-bladder, if present, without
pneumatic duct.
These characters are common to all the members of this order,
with the exception of a freshwater-fish from Tasmania and South
Australia (Gadopsis), which has the anterior portion of the dorsal and
anal fins formed of spines.
First Family—Lycodidæ.
Vertical fins confluent. Ventral fin, if present, small, attached to
the humeral arch, jugular. Gill-opening narrow, the gill-membrane
being attached to the isthmus.
Marine littoral fishes of small size, resembling Blennies, chiefly
represented in high latitudes, but a few living within the tropical zone.
Lycodes.—Body elongate, covered with minute scales imbedded
in the skin, or naked; lateral line more or less indistinct. Eye of
moderate size. Ventral small, short, rudimentary, jugular, composed of
several rays. Upper jaw overlapping the lower. Conical teeth in the
jaws, on the vomer, and on the palatine bones. Barbel none. Five or
six branchiostegals; gill-opening narrow, the gill-membranes being
attached to the isthmus. Pseudobranchiæ present. Air-bladder none.
Pyloric appendages two, or rudimentary, or entirely absent. No
prominent anal papilla.
Fig. 246.—Lycodes mucosus, from Northumberland Sound.
Nine species are known from the Arctic Ocean, four from the
southern extremity of the American continent.
Gymnelis.—Body elongate, naked. Eye of moderate size or rather
small. Ventrals none. Vent situated at some distance backwards from
the head. Small conical teeth in the jaws, on the vomer and palatine
bones. Jaws equal anteriorly. Barbel none. Six branchiostegals; gill-
opening narrow, the gill membranes being attached to the isthmus.
Pseudobranchiæ present; air-bladder none. Pyloric appendages two;
no prominent anal papilla.
Second Family—Gadidæ.
Body more or less elongate, covered with small smooth scales.
One, two, or three dorsal fins, occupying nearly the whole of the
back; rays of the posterior dorsal well developed; one or two anal
fins. Caudal free from dorsal and anal, or, if they are united, the
dorsal with a separate anterior portion. Ventrals jugular, composed of
several rays, or, if they are reduced to a filament, the dorsal is
divided into two. Gill-opening wide; the gill-membranes generally not
attached to the isthmus. Pseudobranchiæ none, or glandular,
rudimentary. An air-bladder and pyloric appendages generally
present.
The family of “Cod-fishes” consists partly of littoral and surface
species (and they form the majority), partly of deep-sea forms. The
former are almost entirely confined to the temperate zones,
extending beyond the Arctic Circle; the latter have, as deep-sea
fishes generally, a much wider range, and hitherto have been found
chiefly at considerable depths of rather low latitudes. Only two or
three species inhabit fresh waters. They form one of the most
important articles of food and subsistence to the fishermen in Europe
and North America, and to whole tribes bordering upon the Arctic
Ocean.
Fossil remains are scarce. Nemopteryx and Palæogadus have
been described from the schists of Glaris, a formation believed to
have been the bottom of a very deep sea. In the clay of Sheppey
species occur allied to Gadus, Merluccius, and Phycis; others, not
readily determinable, have been found at Licata in Sicily (Miocene).
Gadus.—Body moderately elongate, covered with small scales. A
separate caudal, three dorsal, and two anal fins; ventrals narrow,
composed of six or more rays. Teeth in the upper jaw in a narrow
band; vomerine teeth; none on the palatines.
Arctic and temperate zones of the Northern Hemisphere.
Eighteen species are known, of which the following are the most
important:—
Gadus morrhua, the common “Cod-fish”—in German called
“Kabeljau” when fresh and old, “Dorsch” when young and fresh,
“Stock-fish” when dried, “Labberdan” when salted—measures from
two to four feet, and attains to a weight of one hundred pounds. On
the British coasts and in the German Ocean it is generally of a
greenish or brownish-olive colour, with numerous yellowish or brown
spots. Farther northwards darker-coloured specimens, frequently
without any spots, predominate; and on the Greenland, Iceland, and
North Scandinavian coasts the Cod have often a large irregular black
blotch on the side. The Cod-fish occurs between 50° and 75° lat. N.,
in great profusion, to a depth of 120 fathoms, but is not found nearer
the Equator than 40° lat. Close to the coast it is met with singly all
the year round, but towards the spawning-time it approaches the
shore in numbers, which happens in January in England and not
before May on the American coasts. The English resorted to the cod-
fisheries of Iceland before the year 1415, but since the sixteenth
century most vessels go to the banks of Newfoundland, and almost
all the preserved Cod consumed during Lent in the various
continental countries is imported from across the Atlantic. At one
time the Newfoundland cod-fishery rivalled in importance the whale-
fishery and the fur trade of North America. Cod-liver oil is prepared
from the liver on the Norwegian coast, but also other species of this
genus contribute to this most important drug.
Gadus tomcodus abundantly occurs on the American coasts; it
remains within smaller dimensions than the common Cod-fish.
Gadus æglefinus, the “Haddock” (“Schell-fisch” of the Germans,
“Hadot” of the French), is distinguished by a black lateral line and a
blackish spot above the pectoral fin. It attains to a length of three feet
in the higher latitudes, but remains smaller on more southern coasts;
like the Cod it extends across the Atlantic. The largest specimens
are taken on the British coast in winter, because at that time they
leave the deep water to spawn on the coast. Gadus merlangus, the
“Whiting,” with a black spot in the axil of the pectoral fin. Gadus
luscus, the “Bib,” “Pout,” or “Whiting-pout,” with cross-bands during
life, and with a black axillary spot, rarely exceeding a weight of five
pounds. Gadus fabricii, a small species, but occurring in incredible
numbers on the shores near the Arctic circle, and ranging to 80° lat.
N. Gadus pollachius, the “Pollack,” without a barbel at the chin, and
with the lower jaw projecting beyond the upper. Gadus virens, the
“Coal-fish,” valuable on account of its size and abundance, and
therefore preserved for export like the Cod.
The fishes of the genus Gadus are bathymetrically succeeded by
several genera, as Gadiculus, Mora, and Strinsia; however these do
not descend to sufficiently great depths to be included into the deep-
sea Fauna; the two following are true deep-sea fishes.
Halargyreus.—Body elongate, covered with small scales. Two
dorsal and two anal fins; ventrals composed of several rays. Jaws with
a band of minute villiform teeth; vomer and palatines toothless. No
barbel.
The single species known, H. johnsonii, proves to be a deep-sea
fish by its organisation as well as geographical distribution. Originally
known from a single specimen, which was obtained at Madeira, it
has since been found off the coast of New Zealand. There is no
doubt that it will be discovered also in intermediate seas.
Melanonus.—Head and body rather compressed, covered with
cycloid scales of moderate size, and terminating in a long tapering tail,
without caudal. Eye of moderate size. Villiform teeth in the jaws, on
the vomer and palatine bones. Barbel none. A short anterior dorsal,
the second extending to the end of the tail, and the anal being of
similar length. Ventrals composed of several rays. Bones soft and
flexible.
This is one of the discoveries made during the expedition of the
“Challenger.” The single specimen obtained is of a deep-black
colour, and was dredged up at a depth of 1975 fathoms in the
Antarctic Ocean.
Merluccius.—Body elongate, covered with very small scales. A
separate caudal; two dorsal fins and one anal; ventrals well
developed, composed of seven rays. Teeth in the jaws and on the
vomer rather strong, in double or triple series. No barbel.
Two species are known of this genus, widely separated in their
distribution. The European species, M. vulgaris, the “Hake,” is found
on both sides of the Atlantic, and grows to a length of four feet. It is
caught in great numbers, and preserved as “Stock-fish.” The second
species M. gayi, is common in the Straits of Magelhæn and on the
coast of Chili, less so in New Zealand.
The vertebral column of this genus shows a singular modification
of the apophyses. The neural spines of all the abdominal vertebræ
are extremely strong, dilated, wedged into one another. The
parapophyses of the third to sixth vertebræ are slender, styliform,
whilst those of all the following abdominal vertebræ are very long
and broad, convex on the upper and concave on the lower surface;
the two or three anterior pairs are, as it were, inflated. The whole
forms a strong roof for the air-bladder, reminding us of a similar
structure in Kurtus.
Pseudophycis.—Body of moderate length, covered with rather
small scales. A separate caudal, two dorsals, and one anal; ventral
fins very narrow and styliform, but composed of several rays. Jaws
with a band of small teeth; vomer and palatines toothless. Chin with a
barbel.
Two species, of which Ps. bachus is common on the coast of
New Zealand.
Allied genera are Lotella, Physiculus, Uraleptus, and
Læmonema, from moderate depths, obtained chiefly off Madeira and
the Southern Temperate Zone.