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I.Ya. Pavlinov. 2018. Foundations of biological systematics: history and theory [fragmentary translation]


И.Я. Павлинов



Igor Ya. Pavlinov. 2018.
Foundations of biological systematics: history and theory [a fragmentary translation].
Archives of Zoological Museum of Moscow State University, vol. 55. Moscow: KMK Sci. Press. 2018. 786 pp.
ISSN 1025-532
ISBN 978-5-6040749-9-2
Preprint - April 2018.




English-translated (by myself) extractions of some of its principal fragments are available from ResGate
(https://www.researchgate.net/publication/324360892_Foundations_of_biological_systematics_history_and_theory_a_fragmentary_translation)
and in PDF-format: pavlinov_2018_foundations_of_biological_systematics-history_and_theory_eng.pdf


Those who might wish to have its "hard-copy", can order it from KMK Sci Press using URL
http://avtor-kmk.ru/pages/zakaz.php?id=744.
Unfortunately, this publishing has still no English version of its web-site, as it is basically Russian-oriented. Probably, this problem will be resolved in a while.
However, if someone wish decisively to have that cope right now, please write me (igor_pavlinov@zmmu.msu.ru), I'll do my best to help you.




CONTENTS* 

[* By "+" are marked those parts of the book, which are included 
   in the present translation. IYP] 

[[From web-editor. Possible errors, spaces omissions and gaps                 
  vertical alignment - the consequences of incorrect work 
  programs for converting of the PDF-format in TXT-format]] 


+Foreword ............................................................................................... 13 
Acknowledgements ......................................................................................... 18 

+SECTION I. INTRODUCTORY ................................................................ 19 

+Chapter 1. Subject and structure of biological systematics ...................... 21 

+SECTION II. HISTORICAL ................................................................... 27 

+Chapter 2. Conceptual history of systematics ............................................ 29 
2.1. Content of conceptual history ................................................................. 30 
2.2. History of systematics as a process ............................................................ 33 
2.3. Principal stages ........................................................................................ 40 

Chapter 3. Prehistory of systematics ............................................................. 45 
3.1. Folk-systematics .................................................................................... 45 
3.2. Proto-systematics ................................................................................... 53 
3.2.1. Antiquity: birth of the Method ........................................................... 53 
3.2.2. Scholasticism as a forerunner ............................................................ 60 
3.2.3. Renaissance: the Herbal epoch .......................................................... 67 

Chapter 4. Beginning of scientific systematics ............................................. 75 
4.1. Scholastic systematics ............................................................................ 76 
4.1.1. Systematics and the Method .............................................................. 77 
4.1.2. First stage: mastering of the Method .................................................. 83 
4.1.3. Completion of the scholastic systematics .......................................... 90 
4.2. Post-scholastic systematics: early versions ............................................. 98 
4.2.1. "Non-Linnaean" motives ................................................................... 98 
4.2.2. Basic controversy: discreteness vs. continuty .................................. 194 
4.2.3. Taxonomic "esoterics" ..................................................................... 115 
4.2.3.1. Nature as an incarnation of Idea ................................................. 116 
4.2.3.2. Organicism .................................................................................. 118 
4.2.3.3. Numerology ................................................................................ 119 
4.2.4. Origin of typology ............................................................................ 121 
4.2.4.1. Stationary typology ..................................................................... 123 
4.2.4.2. Dynamic typology ...................................................................... 126 
4.2.4.3. Epigenetic typology ................................................................... 127 
4.2.5. Shaping of "natural systematics" ..................................................... 129 
4.2.6. Mastering of the evolutionary concept ............................................. 134 
4.2.6.1. Earlier attempts ........................................................................... 137 
4.2.6.2. Classificatory darwinism ............................................................ 
4.2.6.3. Systematic phylogeny ................................................................. 142 
4.2.6.4. First debates ................................................................................ 147 
4.2.6.5. Evolution and homology ............................................................ 151 

Chapter 5. The 20th century: growing dynamism ..................................... 153 
5.1. Responses to new challenges ................................................................. 155 
5.2. Aspects of empiricism ........................................................................... 161 
5.3. Further rationalization ............................................................................. 162 
5.4. Renovation of typology .......................................................................... 167 
5.5. Development of evolutionary systematics ................................................ 170 
5.6. Shaping of the "species problem" ........................................................ 176 

+SECTION III. THEORETICAL .............................................................. 179 

Chapter 6. Cognitive situation ..................................................................... 183 
6.1. Basic components ................................................................................... 184 
6.2. Conceptual carcass ................................................................................. 186
6.3. Onto-epistemic correspondence ............................................................ 190 
6.4. Ontological component ............................................................................. 193 
6.4.1. Umgebung vs. Umwelt .................................................................... 194 
6.4.2. Ontological gap ................................................................................ 198 
6.4.3. Objects and aspects .......................................................................... 200 
6.4.4. Taxonomic reality ............................................................................. 202 
6.4.5. Ontology of taxon and meron .......................................................... 206 
6.5. Epistemological component ..................................................................... 210 
6.5.1. Principle of scientificity .............................................................. 
6.5.2. Logical foundations ......................................................................... 218 
6.5.3. Basic argumentation schemes .......................................................... 226 
6.5.3.1. Inductive scheme ........................................................................ 226 
6.5.3.2. Deductive scheme ....................................................................... 228 
6.5.3.3. Hypothetico-deductive scheme ................................................... 229 
6.5.4. Methodologies and methods ............................................................ 233 
6.5.4.1. Scientific status of method .......................................................... 235
6.5.4.2. Basic methods ............................................................................. 241 
6.5.5. Taxonomic hypothesis ...................................................................... 253 
6.6. Subjective component ......................................................................... 258 

Chapter 7. Principal scientific categories (as applied to systematics) ..................... 267 
7.1. Nominalism vs. realism ..................................................................... 268 
7.2. Empiricism ....................................................................................... 271 
7.3. Conceptualism .................................................................................. 275 
7.4. Rationalism ........................................................................................ 278 
7.5. Essentialism ............................................................................................ 287 
7.6. Reductionism ......................................................................................... 291 
7.7. Representism ............................................................................................ 293 
7.8. Objectivity vs. subjectivity ...................................................................... 298 
7.9. Determinism vs. indeterminism ............................................................... 302 
7.10. Monism vs. pluralism ............................................................................ 308 

+Chapter 8. Taxonomic theory as a quasi-axiomatics ................................ 315 
8.1. General notes ........................................................................................... 315 
8.2. Content and structure of taxonomic theory............................................ 320 
8.2.1. General taxonomic theory ................................................................ 322 
8.2.2. Partial taxonomic theories ................................................................ 326 

Chapter 9. Principal concepts and notions of systematics .......................... 330 
9.1.Modesand problems of definitions .......................................................... 
9.2.Classificatory (taxonomic) system ........................................................... 336 
9.2.1. Definition and basic parameters ............................................................ 338 
9.2.2. General characteristics .......................................................................... 342 
9.2.3. Hierarchy and ranks .............................................................................. 361 
9.2.4. Non-hierarchic systems .................................................................... 389 
9.2.5. Elaboration of taxonomic system ..................................................... 393 
9.2.6. Modes of representation ........................................................................ 397 
9.2.7. Identification keys ................................................................................. 401 
9.3. Taxon ........................................................................................................ 407 
9.3.1. Basic characteristics .............................................................................. 415 
9.3.2. Species .................................................................................................. 420 
9.3.3. Supraspecies taxa .................................................................................. 442 
9.4. (Arche)type ............................................................................................ 446 
9.5. Taxonomic relations ................................................................................. 458 
9.5.1. Similarity .............................................................................................. 462 
9.5.2. Kinship .................................................................................................. 469 
9.6. Meronomic units and relations ................................................................ 475 
9.6.1. Homology ............................................................................................. 478 
9.6.2. Character ............................................................................................... 498 
9.6.3. Weighting .............................................................................................. 511 
9.7. Taxon-character correspondence ........................................................... 519 

+Chapter 10. Principal research programs in systematics ...................... 521 
10.1. Review of principal programms ........................................................... 522 
10.2. Phenetic systematics ................................................................................ 528 
10.3. Numerical systematics ........................................................................... 537 
10.3.1. Numerical phenetics ........................................................................... 547 
10.3.2. Numerical phyletics ........................................................................... 550 
10.4. "Natural systematics" ............................................................................ 556 
10.5. Typological systematics ......................................................................... 558 
10.5.1. Classificatory typology ................................................................... 560 
10.5.2. Epigenetic typology ........................................................................ 562 
10.5.3. Evolutionary typology .................................................................... 564 
10.5.4. Empirical typology ......................................................................... 566 
10.6. Biomorphics ........................................................................................... 568 
10.7. Rational systematics .............................................................................. 572 
10.7.1. Epistemological rationality .......................................................... 573 
10.7.2. Ontological rationality ................................................................. 576 
10.8. Evolutionary (sensu lato) systematics ............................................... 580 
10.8.1. Population(bio)systematics ......................................................... 587 
10.8.2. Cladistics ..................................................................................... 591 
10.8.3. Evolutionary taxonomy ............................................................... 605 

+SECTION IV. NOMENCLATORIAL ................................................... 611 

Chapter 11. A brief history ........................................................................... 613 
11.1. From empiricism to essencialism ......................................................... 614 
11.2. Strengthening of nominalism ............................................................... 619 
11.3. Conceptualization of nomenclature ....................................................... 624 

Chapter 12. Elements of a theory of nomenclature ................................... 627 
12.1. Taxonomic theory and nomenclature .................................................. 627 
12.2. Basic thesaurus ..................................................................................... 632 
12.1.1. Nomenclatorial objects and designators ........................................ 632 
12.1.2. Nomenclatorial activity and its regulators ..................................... 636 
12.3. Basic concepts of nomenclature ............................................................ 637 
12.4. Basic principles of nomenclature ...................................................... 639 
12.4.1. Regulative principles ................................................................... 639 
12.4.2. Cognitive principles ..................................................................... 641 
12.4.3. Linguistic principles .................................................................... 643 
12.4.4. Juridical principles ....................................................................... 645 
12.4.5. Taxonomic principles ................................................................... 652 
12.4.6. Other principles ........................................................................... 659 

Bibliography .................................................................................................... 661