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A comparison of four systems of group mating for
avoiding inbreeding
T Nomura, K Yonezawa
To cite this version:
Original
article
A
comparison
of four
systems
of
group
mating
for
avoiding inbreeding
T
Nomura,
K Yonezawa
Faculty of Engineering, Kyoto Sangyo University, Kyoto 60.3, Japan
(Received
22February 1995; accepted
15 November1995)
Summary - Circular group
mating
has been considered one of the most efficient systems foravoiding inbreeding.
In this system, apopulation
is conserved in a number of separategroups and males are transferred between
neighbouring
groups in a circular way. Asalternatives,
some othermating
systems such as Falconer’s system, HAN-rotational systemand Cockerham’s system have been
proposed.
These systems as a whole are calledcyclical
systems, since the male transfer between groups
changes
in acyclical
pattern. In thepresent
study,
circular groupmating
and the threecyclical
systems werecompared
withrespect to the progress of
inbreeding
inearly
and advancedgenerations
after initiation. Itwas derived that the
cyclical
systems gave lowerinbreeding
coefficients than circular groupmating
inearly
and not much advancedgenerations.
Circular groupmating
gaveslightly
lower
inbreeding
aftergenerations
more advanced than100,
when theinbreeding
coefficient became ashigh
as orhigher
than 60%.Considering
that it isprimarily
inbreeding
inearly
generations
that determines thepersistence
of apopulation,
it is concluded thatcyclical
systems have a wider
application
than circular groupmating. Inbreeding
in thecyclical
systems increased in
oscillating
patterns, with differentamplitudes
but withessentially
thesame trend.
Among
the threecyclical
systems, Cockerham’s system for an even number of groups and the HAN-rotational system for an odd number areadvisable,
sincethey
exhibited the smallest
amplitudes
of oscillation.inbreeding avoidance
/
inbreeding coefficient/
group mating/
conservation of animalpopulation
/
effective population sizeRésumé - Une comparaison de quatre systèmes d’accouplements par groupe pour
éviter la consanguinité. Un
régime d’accouplement
par groupe de type circulaire estconsidéré comme l’un des
systèmes
lesplus efficaces
pour éviter laconsanguinité.
Dans cesystème,
lapopulation
est entretenue en groupesséparés
et les mâles sonttransférés
de leur groupe au groupe voisin d’une manière circulaire. D’autres
systèmes,
tels quele
système
deFalconer,
lesystème rotatif
de HAN et lesystème
deCockerham,
ontété
proposés
par ailleurs. Ces derniers sontregroupés
sousl’appellation
desystèmes
cycliques, puisque
letransfert
des mâles d’un groupe à l’autre obéit à unrythme cyclique.
Dans cette
étude,
on compare lesystème
circulaire aux troissystèmes cycliques
du pointde vue de
l’augmentation
de laconsanguinité
au cours despremières générations
etentraînent une
consanguinité
moindre que lesystème
circulaire au cours despremières
générations
et tant que le nombre degénérations
restefaible.
Lesystème
circulaire donneune
consanguinité légèrement plus faible
à partir de la 100egénération,
stadeauquel
lecoefficient
deconsanguinité
atteint oudépasse
60 %. Si on considère que laconsanguinité
dans les
premières générations
est lefacteur
déterminant de persistance d’unepopulation,
on peut conclure que les
systèmes cycliques
sont à recommander depréférence
à unrégime d’accouplement
de type circulaire. Laconsanguinité
dans lessystèmes cycliques
s’accroît selon desrythmes
oscillatoiresd’amplitude variable,
mais autour de moyennestrès peu
différentes.
Parmi les troissystèmes cycliques,
on peut recommander lesystème
de Cockerham pour des nombres pairs de groupes et le
système rotatif
de HAN pour desnombres
impairs,
qui sont ceuxqui
montrent lesplus faibles amplitudes
d’oscillation.évitement de la consanguinité
/ coefficient
de consanguinité/
accouplement par groupe/
conservation animale/ effectif
génétiqueINTRODUCTION
The number of individuals maintainable in most conservation programmes of animals is
quite
restricted due to financial andfacility
limitations. In such asituation,
inbreeding
isexpected
toseriously
harm theviability
ofpopulations,
and thus thedevelopment
ofstrategies
forminimizing
the advance ofinbreeding
is one of the mostimportant
problems
to be solved. Circular groupmating,
sometimes called a rotationalmating plan,
is one of thesystems
proposed
foravoiding
inbreeding
(Yamada,
1980;
Maijala
etal,
1984;
Alderson,
1990a, b,
1992).
In thismating
system,
apopulation
is subdivided into a number of groups and males are transferred betweenneighbouring
groups in a circular way. Thissystem
has beenadopted
in several conservation programmes of rare livestock breeds(Alderson,
1990a, b, 1992; Bodo,
1990).
The theoretical basis of circular group
mating
was establishedby
Kimura and Crow(1963).
In theirtheory,
the rate ofinbreeding
insufficiently
advancedgenerations
after initiation was shown to be smaller with circular groupmating
than with randommating.
This ultimate rate ofinbreeding,
however,
is not theonly
criterion for
measuring practical
use.Mating
systems
which reduce the ultimaterate of
inbreeding
tend to inflateinbreeding
inearly generations
after initiation(Robertson,
1964).
If circular groupmating
causes arapid
increase ofinbreeding
inearly
or initialgenerations,
itsapplication
should be limited.Besides circular group
mating,
some othersystems
of maleexchange,
such asPoiley’s
system
(Poiley, 1960),
Falconer’ssystem
(Falconer, 1967),
Falconer’s maximum avoidancesystem
(Falconer, 1967),
the HAN-rotationalsystem
(Rapp,
1972)
and a series of Cockerham’ssystems
(Cockerham, 1970),
have beenproposed.
These
systems
as a whole are calledcyclical
systems
in the sense that thepattern
of maleexchange
between groupschanges
cyclically
(Rochambeau
andChevalet,
1982).
Assuming
asimple
model of each groupconsisting
ofonly
one male and onefemale, Rapp
(1972)
computed
the progress ofinbreeding
in the initial tengenerations
for the first four of thesystems
mentionedabove,
leading
to theThe four
cyclical
systems
werecompared
alsoby Eggenberger
(1973)
withrespect
to
genetic
differentiation among groups in various combinations ofpopulation
sizeand number of groups. He showed
that,
while there areonly
small differencesamong the four
systems
in the initial 20generations, Poiley’s
system
ultimately
caused alarger
genetic
differentiation among groups. Matheron and Chevalet(1977)
studiedinbreeding
in a simulatedpopulation
maintained with asystem
called the thirddegree
cyclical
system
of Cockerham.They
found thatby
thissystem
theinbreeding
coefficient in the first tengenerations
was loweredby
3%
compared
to a random
mating
system.
Rochambeau and Chevalet(1985)
investigated
someparticular
types
ofcyclical
system,
some of whichbelong
to the HAN-rotationalsystem,
and showed that thecyclical
system
for some numbers of groups causes lowerinbreeding
than circular groupmating
in the initial 20 years.A
comparison
of varioustypes
ofcyclical
systems
with circular groupmating
isimportant
forchoosing
anoptimal mating
system
but remains to beinvestigated
moresystematically.
In this paper, threecyclical
systems
(ie,
Falconer’s,
HAN-rotational,
andCockerham’s),
in which the rule of male transfer isexplicitly defined,
will becompared
with circular groupmating
taking
account of the progress ofinbreeding
in bothearly
and advancedgenerations.
Based onthis, optimal mating
systems
for animal conservation will be discussed.MODEL AND METHOD
A
population
which iscomposed
of m groups withN
m
males andN
f
females ineach is considered. The total numbers of males and females in this
populations
are thenN
M
=mN
m
andN
F
=mN
f
respectively. Mating
within groups is assumed to be random with random distribution of progeny sizes of male and femaleparents,
so that the effective size
(N
e
)
of a group is4N
m
N
f
/(N
m
+N
f
) .
Circular group
mating
and threecyclical
systems,
ie,
Falconer’ssystem,
theHAN-rotational
system,
and Cockerham’ssystem,
areinvestigated.
Anothersys-tem,
maximum avoidancesystem
of groupmating
(Falconer, 1967),
is notinves-tigated,
because in thissystem
males areexchanged
among groups in the same way as inWright’s
system
of maximum avoidance ofinbreeding
(Wright,
1921).
Application
of thissystem
is limited to cases where the number of groupsequals
anintegral
power of2,
and theinbreeding
coefficient under thismating
system
increases at the same rate as in Cockerham’s
system.
Poiley’s
system,
although
it wasproposed
earlier than the othercyclical
systems,
is notinvestigated
either. InPoiley’s
idea,
the rule of male transfer was notconsistently
defined;
different rulesseem to be used with different numbers of groups.
Also,
aspointed
outby Rapp
(1972),
theinbreeding
coefficient under thissystem
converges to different values in different groups,meaning
that the progress ofinbreeding
cannot be formulatedby
asingle
recurrenceequation.
In circular group
mating,
all males in a group are transferred to aneighbouring
group every
generation.
Figure
1(a)
shows a case where thepopulation
iscomposed
of four groups. In the threecyclical
systems,
all males ingroup
i (=
1, 2, ... ,
m)
in
generation
t (=
1, 2, ... ,
t
c
)
are transferred to groupd(i, t),
a function definedIn Falconer’s
system, t
c
andd(i, t)
aregiven
asand
Figure
1 (b)
describes thepattern
in onecycle
of male transfer for m = 4.In the HAN-rotational
system,
the male transfersystem
is differentaccording
towhether the number of groups
(m)
is even or odd. With an even value of m,t
c
andd(i, t)
aregiven
asand
where
CEIL(log
2
m)
is the smallestinteger
greater
than orequal
to1
092
m. Whenthe number of groups is
odd,
t!
is obtained as the smallestinteger
which makes(2
t
c - 1)/ m
equal
to aninteger,
eg,t
c
= 4 for m = 5. The functiond(i, t)
for odd values of m isgiven
aswhere
MOD(2
t
-
1
, m)
is the remainder of2!!!
dividedby
m.Figure
l(c)
and(d)
illustrate onecycle
of the maletransfer,
for m = 4 and 5respectively.
A series of Cockerham’s
system
is defineddepending
on thelength
ofcycle
t
c =
1, 2, ... ,
TRUNC(log
2
m),
whereTRUNC(log
2
m)
is thelargest
integer
which is smaller than orequal
to1
092
m. In thisseries,
the functiond(i, t)
is defined asIn an extreme case of
t
c
=1,
the male transfer follows the samepattern
as in circular groupmating.
Thesystem
with the maximumlength
ofcycle,
ie,
t
c
=TRUNC(log
2
m),
isinvestigated
in thisstudy.
Under thissystem,
genes of mated individuals have no common ancestral groups int
c
preceding
generations
(Cockerham, 1970).
When m is anintegral
power of2,
Cockerham’ssystem
is identical to the HAN-rotationalsystem.
Thepattern
with m = 5 is illustrated infigure
1(e).
Forcomprehension,
male transfers from group1,
ie,
the values ofd(1, t)
in the three
cyclical
systems,
arepresented
in table I for m = 4-20.The
inbreeding
coefficient and theinbreeding
effectivepopulation
size for circulargroup
mating
arecomputed
by
the method of Kimura and Crow(1963).
Withappropriate
modifications as described in theAppendix,
this method can beapplied
NUMERICAL COMPUTATIONS
In contrast with the progress of
inbreeding
in circular groupmating,
where males are transferred from the sameneighbouring
groups eachgeneration,
theinbreeding
in acyclical
system
isexpected
to increase in anoscillating
pattern,
since the relatednessof any two mated groups differs with
generations.
The oscillationpattern
has been confirmedby
Beilharz(1982)
for a mousepopulation
maintainedby
Falconer’ssystem
with each groupbeing
composed
of onepair
ofparents.
The oscillation was studiedtheoretically by
Farid et al(1987).
To evaluate theadvantage
of thecyclical
systems,
notonly
the average rate(trend)
ofinbreeding
pergeneration
but also theamplitude
of oscillation should be taken into account.Numerical
computations
revealedthat,
in all of thecyclical
systems,
the ratesof
inbreeding
ingenerations
within acycle
of male transfer(Af
t’
i t’
=1,2,..., t
c
)
converge to
steady
values of their own after the third or fourthcycle.
Thesteady
values ingenerations
in the fifthcycle
were obtained for the cases of 4 to 21 groups of sizeN
m
= 2 andN
f
=4,
and arepresented
in table II. The rates ofinbreeding
with different sizes ofN
m
andN
f
(data
notpresented)
showed the same oscillationpattern
though
with differentamplitudes.
In Falconer’s
system,
alarge
increase ofinbreeding
takesplace
in the firstgeneration
regardless
of the number of groups(m).
When m is odd(table II(b)),
thislarge
increase occurs also in the(m
+1)/2-th
generation.
Thelarge positive
values ofAF
t’
are followedby large
negative
values, indicating
that theinbreeding
coefficient increases in acyclically
oscillating
pattern
of rise and fall.AF
t’
takes alarge
positive
value ingenerations
when males are transferred back to the groups from which their fathers came. In suchgenerations,
two individualspaired
mayhave a common
grandparent,
so that theprogenies
produced
are morehighly
inbred than those in theprevious generation.
Thishigh inbreeding,
however,
is reducedimmediately
in the nextgeneration,
since females are mated with males from less related groups.In HAN-rotational and Cockerham’s
systems,
thepattern
ofAF
t
,
varies with the number of groups. When m is anintegral
power of2,
the twosystems
showno oscillation in
AF
t
,
andgive
the same rate ofinbreeding
eachgeneration.
With other even numbers of m, the twosystems
show differentpatterns
ofAF
t’
?
in theHAN-rotational
system,
AF
t
,
starts with anegative
value and ends with apositive
value(table
II(a)),
whereas in Cockerham’ssystem,
AF
t’
takespositive
values in all cases but that of m =14,
indicating
that theinbreeding
coefficient increasessteadily
without oscillation. When m isodd,
theHAN-rotational system
always
gives
a constantA!’.
In Cockerham’ssystem,
AF
t
,
is constantonly
when m =5,
9 and 17. Ingeneral,
in Cockerham’ssystem
with m = 2’ +l, (n
=1, 2, 3, ...),
groups mated in any
generation
share 2n - 1 common ancestral groups in then — 1 th
previous generation,
so that the relatedness among the groupsmated,
and thereforeAF
t
,,
stays
constant in allgenerations.
Figure
2 illustrates the increase ofinbreeding
coefficients in the initial 30 gen-erations under the four groupmating
systems
with numbers of groupssize
N
M
+N
F
was added as acheck,
being
computed
by Wright’s
formula(Wright,
1931),
where
E
(
RM
)
N
is the effectivepopulation
size,
(N
M
4N
F/
N
M
+N
F
).
in m leads to increased
inbreeding.
When m islarger
than6,
theinbreeding
coefficient in circular groupmating
surpasses that in randommating.
The inflationof
inbreeding
is ascribed to an increased occurrence ofsingle
cousinmating.
In circular groupmating,
females in a group are mated with malescoming
from the same group in allgenerations,
and sosingle
cousinmating
occurs with aprobability
ofFor the same reason, the oscillation
amplitude
ofinbreeding
undercyclical
systems
is enhanced with an increase in the number of groups.However,
except
insome
generations
when theinbreeding
increasessharply,
theinbreeding
coefficientsare smaller than those with random
mating.
Thissuperiority
ofcyclical
systems
over randommating
increases withincreasing
number of groups,though
the difference isfairly
trivial when the totalpopulation
size islarge.
Table III
presents
the effectivepopulation
size for random and four groupmating
systems.
(Average
effective sizeN
E
,
defined in theAppendix,
ispresented
those in the three
cyclical
systems,
meaning
that theinbreeding
under circular groupmating
willeventually
becomesmaller, although
it islarger
inearly
generations
(cf
fig
2),
than under thecyclical
systems.
The critical
generations
in which theinbreeding
coefficients in circular andcyclical
mating
reverse inrank,
together
with theinbreeding
value per se in thesegenerations,
arepresented
in table IV. The criticalgenerations
depend largely
on the totalpopulation size;
the reversal occurs at latergenerations
withlarger populations
sizes. The values of
inbreeding
in thisturning-point generation, however,
do notdiffer much from each
other, ie,
theinbreeding
coefficient lies within the rangeof
60-73%
over all of the group numbers and totalpopulation
sizes calculated.Calculations of the
inbreeding
coefficients after this criticalgeneration
(data
notpresented)
showed that thesuperiority
of circularmating
overcyclical
matings
is rathertrivial, ie,
less than2%
in all of the cases studied(4-35
groups and 300-2 000DISCUSSION
Kimura and Crow
(1963)
studied threetypes
of circularmating, ie,
circularindividual,
circularpair,
and circular groupmating,
and concluded that the effectivepopulation
size of the three circularmating
systems
islarger
than that of randommating.
Robertson(1964)
obtained a moregeneralized
conclusion, saying
that notonly
the circularmating
systems
as studiedby
Kimura and Crow(1963),
but anyother
types
ofpopulation
subdivision,
like thecyclical
systems
discussed in thispaper,
enlarge
the effectivepopulation
size.Superiority
of groupmatings
over randommating
is rathersmall, however,
unlessthe total
population
size is small. It is shown infigure
2 that whenN
E
is aslarge
as250,
apopulation
may be maintained either in one location as onepopulation
or inseparate
groups(by
cyclical
mating).
In many conservation programmes, thenumber of animals maintainable in one location is
severely
restricted due to the limited facilities. In such cases thepopulation
must be maintained in a number of small groups located in different stations such aszoological gardens
and naturalparks.
As Yamada(1980)
suggested,
groupmating
should be used in thissituation,
since it is not
only
effective insuppressing
the progress ofinbreeding
but also much easier topractise
than randommating
of the wholepopulation
(Rochambeau
and
Chevalet,
1990).
Maintenance in different locations has the additional merit ofreducing
the risk of accidental loss of thepopulation.
In the numerical
computations
presented
infigure
2 and tables III andIV,
the bestsystem
of groupmating
changes
with duration(generations)
ofpopu-lation maintenance. The
cyclical
systems
would be recommended for short- orintermediate-term
maintenance, ie,
a few hundreds or fewergenerations
as far as apopulation
with an effective size of about 100 is concerned. Theadvantage
of thecyclical
systems
is moreprominent
when thepopulation
ispartitioned
into moregroups. For
long-term conservation,
on the otherhand,
circular groupmating
ap-pears
superior,
though only slightly,
to thecyclical
systems
(tables
III andIV).
Application
of circular groupmating
is ratherlimited,
however. Thesuperiority
of circular groupmating
is attainedonly
after somegenerations
where theinbreed-ing
coefficient hasalready
exceeded the critical level ofinbreeding
(50-60%)
for survival of animalpopulations
(Soul6, 1980).
When,
as is the case in manypracti-cal
projects,
thepopulation
is initiated fromrelatively highly
relatedanimals,
its survival will be determinedby
the progress ofinbreeding
inearly generations.
Toavoid extinction due to
inbreeding depression
inearly
generations,
cyclical
systems
should bepreferred.
Whenpedigree
information of thestarting
animals isavail-able,
the initial groups may be constructed with the minimum relatedness among groups,leading
to a further reduction in the rate ofinbreeding
in initialgenerations
(Rochambeau
andChevalet,
1982).
Inbreeding proceeds
in anypopulation
of a limited size. This does notnecessarily
mean that the
population
willeventually
become extinctby inbreeding depression.
Inbreeding,
if itproceeds
gradually,
may not cause seriousinbreeding depression,
because deleterious alleles can be eliminated
gradually through
selection. The slower the progress ofinbreeding,
thegreater
theopportunity
for the deleterious alleles tobe eliminated
(Lande
andBarowclough,
1987).
In thisrespect
also,
cyclical
groupIt is concluded that
cyclical
systems
have much widerapplication
than circulargroup
mating.
Of the threecyclical
systems
examined,
the one which exhibits the leastoscillating
pattern
ofinbreeding
should be chosen. Asharp
increase ininbreeding
in onegeneration
may cause a seriousinbreeding
depression,
as evidenced in theexperiment
of Beilharz(1982)
using
a mousepopulation.
As seen in tableII,
the bestsystem
differs with the number of groups(m):
with an odd number of groups the HAN-rotationalsystem
isrecommended,
while Cockerham’ssystem
isadvisable for an even number.
The number of groups is a
key
factordetermining
the result of a conservationprogramme
(Rochambeau
andChevalet,
1982).
As indicated infigure
2,
alarge
number of groups is more favourable. The number of groups,however,
cannot belarge
when the total number of animals islimited;
each group must besufficiently
large
to ensure itspersistence.
Optimal
allocation of the animals must bechosen,
taking
account notonly
of thegenetic
factor as discussed in this paper but alsodemographic
parameters
likereproductive
and survival rates.Only inbreeding
has beeninvestigated
in thepresent
study.
Whenconserving
animals asgenetic
resources, the maintenance ofgenetic
variability
must also be taken into account.Theoretically,
thelargest genetic variability
will be maintained when thepopulation
issplit
into a number ofcompletely
isolated groups, buton the other hand a
high
rate ofinbreeding will be caused within the groups
(Kimura
andCrow, 1963;
Robertson,
1964).
Tocompromise
between these twoconflicting
effects,
not all but someappropriate proportion
of males or females may beexchanged
among groups. Themating
system
proposed by
Alderson(1990b)
isone
possible
system
to cope with thisproblem.
In hissystem,
aproportion
of females in each group are transferred to aneighbouring
group in the samepattern
as in thecircular
mating,
theremaining
femalesbeing
mated to males of the same group. The effectiveness ofsystems
withpartial
transfer of males or females is anotherproblem
to beaddressed,
and will bethoroughly
discussed elsewhere.REFERENCES
Alderson L
(1990a)
The work of the rare breeds survival trust. In: Genetic Conservationof Domestic
Livestock(L
Alderson,
ed),
CABInternational, Wallingford,
32-44 Alderson L(1990b)
The relevance ofgenetic
improvement programmes within apolicy
for
genetic
conservation. In: Genetic Conservationof
Domestic Livestock(L
Alderson,
ed),
CABInternational, Wallingford,
206-220Alderson L
(1992)
A system to maximize the maintenance ofgenetic variability
in smallpopulations.
In: Genetic Conservationof Domestic
Livestock(L
Alderson,
IBodo,
eds),
Vol
2,
CABInternational,
Wallingford,
18-29Beilharz RG
(1982)
The effect ofinbreeding
onreproduction
in mice. Anim Prod34, 49-54
Bodo I(1990)
The maintenance ofHungarian
breeds of farm animals threatenedby
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268-278APPENDIX
Following
Kimura and Crow(1963),
we define thefollowing
quantities:
F
t
= theinbreeding
coefficient atgeneration
t,
J
t
(0)
= theprobability
that twohomologous
genes of two
newly
born individualswithin a group are identical
by descent, subscript t showing
generation,
J
t
(k)
= theprobability
that twohomologous
genes of two
newly
born individuals in two different groups of distance k are identicalby descent, k being
in the range1 to n =
m/2
when m isa recurrence
relation,
holds for circular group
mating,
where G is the transition matrix. With thelargest
eigen
value(A)
of the matrixG,
theinbreeding
effectivepopulation
size(N
E
)
iscomputed by
For a
cyclical
system
of groupmating,
the recurrence relation varies withgenerations,
but the same set of relations isrepeated
with acycle
oft
c
generations.
Thus,
we needt
c
matrices,
G
1
,
, ... ,
2
G
G
te
,
With thesematrices,
the recurrence relation isgenerally
written aswhere
subscript t’ (= 1, 2, ... , t!)
shows ageneration
ageneration
within thecycle,
formulated
as t’
=MOD(t -
1, t
c
)
+ 1. The matricesG
t
,
are obtained in away
similar to Kimura and Crow
(1963).
Forexample,
the matrices for Cockerham’ssystem
with m = 6 are formulated asSince the rate of
inbreeding
is determinedonly through
the effective size of thegroup
e
N
=4N
n
,N
f
/(N
n
,
+) ,
N
f
the sex ratio has no effect on the rate ofinbreeding
solong
asN
e
is constant.In some cases as shown in table
II,
the rate ofinbreeding
pergeneration
changes
fromgeneration
togeneration. However,
the rate ofinbreeding
percycle,
ie,
(F
t+t
, -
F
t
)
/(1 - F
t
) ,
approaches
anasymptotic
value aftersufficiently
manycycles. Defining
a matrixG
c
asthe
asymptotic
value(AF
C
)
isobtained,
withA
c
showing
thelargest
eigen
value ofIntroducing
OF
andAF
t’
as the average rate ofinbreeding
pergeneration
andthe rate of
inbreeding
atgeneration t’
within acycle, respectively,
a relationis formulated. From