Ap Biology Lab Manual

AP
BIOLOGY
INVESTIGATIVE LABS:
An Inquiry-Based Approach
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Teacher Manual
Teacher Manual
AP Biology
Investigative Labs:
An Inquiry-Based Approach
The College Board
New York, NY
ABOUT THE COLLEGE BOARD
Te College Board is a mission-driven not-for-proft organization that connects students to
college success and opportunity. Founded in 1900, the College Board was created to expand
access to higher education. Today, the membership association is made up of more than 5,900 of
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successful transition to college through programs and services in college readiness and college
successincluding the SAT and the Advanced Placement Program. Te organization also serves
the education community through research and advocacy on behalf of students, educators and
schools.
For further information, visit www.collegeboard.org.
AP
Equity and Access Policy

Te College Board strongly encourages educators to make equitable access a guiding principle
for their AP programs by giving all willing and academically prepared students the opportunity
to participate in AP. We encourage the elimination of barriers that restrict access to AP for
students from ethnic, racial and socioeconomic groups that have been traditionally underserved.
Schools should make every efort to ensure their AP classes refect the diversity of their student
population. Te College Board also believes that all students should have access to academically
challenging course work before they enroll in AP classes, which can prepare them for AP
success. It is only through a commitment to equitable preparation and access that true equity and
excellence can be achieved.
Te College Board acknowledges all the third party content that has been included in these
materials and respects the Intellectual Property rights of others. If we have incorrectly attributed a
source or overlooked a publisher, please contact us.
Page S121: Reprinted with permission from Micklos and Freyer, DNA Science 2e, 2003 Cold
Spring Harbor Laboratory Press.
Page A26: Chart from Te Inquiry Matrix by Julie Grady, from Te Science Teacher, November
2010. National Science Teachers Association. Used by permission of NSTA and the author.
Editorial inquiries concerning this book should be directed to Te College Board, 45 Columbus
Avenue, New York, New York 10023-6992.
2012 Te College Board. College Board, Advanced Placement Program, AP, AP Central, and the acorn logo are
registered trademarks of the College Board. All other products and services may be trademarks of their respective
owners. (Visit the College Board on the Web: www.collegeboard.org.)
1 2 3 4 5
Dedication iii
Dedication
On January 4, 2011, afer a long, dignifed, and courageous battle with pancreatic
cancer, the AP Biology community lost a great educator, mentor, and friend, Kim Foglia.
Her dedication to helping teachers and students and sharing activities and labs was
unparalleled. She was a major supporter of the redesign of the AP Biology course and
made signifcant contributions to the new lab manual. In honor of her vision, dedication,
authorship, and contributions, the College Board would like to dedicate AP Biology
Investigative Labs: An Inquiry-Based Approach to Kim Foglia.
This page is intentionally left blank.
Contents v
Contents
Acknowledgments .................................................................................................................... vii
For the Teacher
Preface ......................................................................................................................................... ix
Introduction .............................................................................................................................. T1
Chapter 1: How to Use Tis Lab Manual ............................................................................. T3
Chapter 2: Te Labs at a Glance ..........................................................................................T11
Chapter 3: Creating Student-Directed, Inquiry-Based Lab Investigations ....................T17
Chapter 4: Managing the Investigative Experience ...........................................................T23
Chapter 5: Teaching Quantitative Skills in AP Biology ..................................................T27
Chapter 6: Written, Verbal, and Graphic Communication ..............................................T39
Chapter 7: Making AP Biology Inclusive for All Learners ...............................................T43
For the Student
Introduction ...............................................................................................................................S1
Chapter 1: What Is Inquiry? .....................................................................................................S3
Chapter 2: Written, Verbal, and Graphic Information .........................................................S5
Chapter 3: Quantitative Reasoning in AP Biology................................................................S9
Big Idea 1: Evolution
Introduction ............................................................................................................................T47
Investigation 1: Artifcial Selection, Teacher Version ......................................................T49
Investigation 1: Artifcial Selection, Student Version ....................................................... S17
Investigation 2: Mathematical Modeling: Hardy-Weinberg, Teacher Version .............T59
Investigation 2: Mathematical Modeling: Hardy-Weinberg, Student Version .............. S25
Investigation 3: Comparing DNA Sequences to Understand Evolutionary Relationships
with BLAST, Teacher Version ...............................................................................................T69
Investigation 3: Comparing DNA Sequences to Understand Evolutionary Relationships
with BLAST, Student Version ............................................................................................... S41
Big Idea 2: Cellular Processes: Energy and Communication
Introduction ............................................................................................................................T79
Investigation 4: Difusion and Osmosis, Teacher Version ...............................................T81
Investigation 4: Difusion and Osmosis, Student Version ............................................... S51
vi Contents
Investigation 5: Photosynthesis, Teacher Version .............................................................T95
Investigation 5: Photosynthesis, Student Version ............................................................. S61
Investigation 6: Cellular Respiration, Teacher Version ..................................................T107
Investigation 6: Cellular Respiration, Student Version .................................................... S71
Big Idea 3: Genetics and Information Transfer
Introduction ..........................................................................................................................T121
Investigation 7: Cell Division: Mitosis and Meiosis, Teacher Version .........................T123
Investigation 7: Cell Division: Mitosis and Meiosis, Student Version ........................... S83
Investigation 8: Biotechnology: Bacterial Transformation, Teacher Version..............T143
Investigation 8: Biotechnology: Bacterial Transformation, Student Version ................ S97
Investigation 9: Biotechnology: Restriction Enzyme Analysis of DNA,
Teacher Version ....................................................................................................................T161
Investigation 9: Biotechnology: Restriction Enzyme Analysis of DNA,
Student Version ..................................................................................................................... S111
Big Idea 4: Interactions
Introduction ..........................................................................................................................T175
Investigation 10: Energy Dynamics, Teacher Version ...................................................T177
Investigation 10: Energy Dynamics, Student Version .................................................... S125
Investigation 11: Transpiration, Teacher Version ...........................................................T189
Investigation 11: Transpiration, Student Version ........................................................... S135
Investigation 12: Fruit Fly Behavior, Teacher Version ...................................................T203
Investigation 12: Fruit Fly Behavior, Student Version.................................................... S145
Investigation 13: Enzyme Activity, Teacher Version ......................................................T215
Investigation 13: Enzyme Activity, Student Version ...................................................... S153
Appendix A: AP Biology Equations and Formulas .............................................................A1
Appendix B: Constructing Line Graphs ...............................................................................A3
Appendix C: AP Biology Concepts at a Glance ................................................................ A19
Appendix D: Matrix for Assessing and Planning Scientifc Inquiry (MAPSI) ............. A25
Acknowledgments vii
Acknowledgments
Te College Board would like to acknowledge the following individuals and committees
for their commitment and dedication toward the completion of this project:
LAB AUTHORS AND MAJOR CONTRIBUTORS
Stacy Baker, Convent of the Sacred Heart, New York, NY
Spencer Benson, University of Maryland, College Park, MD
Elizabeth Cowles, Eastern Connecticut State University, Willimantic, CT
Arthur Eisenkraf, University of Massachusetts, Boston, MA
Kim Foglia, Division Avenue Senior High School, Levittown, New York
A. Daniel Johnson, Wake Forest University, Winston-Salem, NC
John Jungck, Beloit College, Beloit, WI
John Jack Kay, Iolani High School, Honolulu, HI
Sue Ofner, Lexington High School, Lexington, MA
Peggy ONeill Skinner, Te Bush School, Seattle, WA
Sharon Radford, Te Paideia School, Atlanta, GA
Gordon Uno, University of Oklahoma, Norman, OK
Brad Williamson, University of Kansas, Lawrence, KS
Julianne Zedalis, Te Bishops School, La Jolla, CA
AP LAB MANUAL VISION TEAM
In 2010, the College Board convened a group of subject matter and laboratory
investigation experts to provide a model of excellence for what the investigative labs
should be in AP science courses. Tese individuals worked diligently to create a vision
for exemplary AP science labs that would serve to assist teachers in facilitating inquiry-
based and student-directed investigative work. Tis vision also serves as the input for
professional development and resource materials that will support the new course and
lab investigations.
Arthur Eisenkraf, University of Massachusetts, Boston, MA
Eugenia Etkina, Rutgers University, Piscataway, NJ
Nivedita Ganguly, University of Tennessee, Knoxville, TN
Dolores Gende, Horace Mann School, Bronx, NY
Peggy ONeill Skinner, Te Bush School, Seattle, WA
Susan Singer, Carleton College, Northfeld, MN
Angelica Stacy, University of California, Berkeley, CA
Peter Strom, Rutgers University, New Brunswick, NJ
viii Acknowledgments
Gordon Uno, University of Oklahoma, Norman, OK
Dave Yaron, Carnegie Mellon University, Pittsburgh, PA
OTHER CONTRIBUTORS
AP Biology Commission
AP Biology Consultants
AP Biology Curriculum Development and Assessment Committee
AP Biology Development Committee
AP Biology Focus Group Participants
AP Biology Lab Manual Reviewers
AP Biology Lab Pilot Teachers
AP Biology Readers
Authors and Contributors of the 1990 AP Biology Lab Manual (and subsequent
editions)
BioPhase Committee
College Board Science Academic Advisory Committee
Preface ix
Preface
THE AP
BIOLOGY CURRICULUM FRAMEWORK

Te revised Advanced Placement Biology course shifs from a traditional teacher-
directed content coverage model of instruction to one that focuses on helping students
gain enduring understandings of biological concepts and the scientifc evidence that
supports them. Tis approach enables students to spend more time understanding
biological concepts while developing reasoning skills essential to the science practices
used throughout their study of biology. A practice is a way to coordinate knowledge and
skills in order to accomplish a goal or task. Te science practices, as noted in the AP
Biology Curriculum Framework, enable students to establish lines of evidence, and use
them to develop and refne testable explanations and predictions of natural phenomena.
Because content, inquiry, and reasoning are equally important in AP Biology, each
learning objective combines content with inquiry and reasoning skills described in the
science practices.
Te key concepts and related content that defne the revised AP Biology course and
exam are organized around four underlying principles called the big ideas, which are as
follows:
Big Idea 1: Te process of evolution drives the diversity and unity of life.
Big Idea 2: Biological systems utilize free energy and molecular building blocks to
grow, to reproduce, and to maintain dynamic homeostasis.
Big Idea 3: Living systems store, retrieve, transmit, and respond to information
essential to life processes.
Big Idea 4: Biological systems interact, and these systems and their interactions
possess complex properties.
Tese four big ideas will be referred to as evolution, cellular processes: energy and
communication, genetics and information transfer, and interactions, respectively, for
the sake of brevity. Te big ideas encompass the core scientifc principles, theories, and
processes governing organisms and biological systems. For each big idea, enduring
understandings incorporate the core concepts that students should retain from the
learning experience.
A more student-directed, inquiry-based lab experience supports the AP Biology
course revision and curricular requirements by providing opportunities for students to
design plans for experiments, data collection, application of mathematical routines, and
refnement of testable explanations and predictions. Such a lab experience reinforces the
revised curriculums focus on quantitative skills.
Te suite of laboratory investigations within the new lab manual supports the
recommendation by the National Science Foundation (NSF) that science teachers build
into their curriculum opportunities for students to develop skills in communication,
teamwork, critical thinking, and commitment to lifelong learning (Waterman 2008, NSF
1996). Tese labs will allow teachers to develop and use investigations they design based
on their own experiences as an investigator and teacher. Te manuals engaging, inquiry-
x Preface
based approach will inspire students to investigate meaningful questions about the real
world. Te investigations are organized under the four big ideas, and are integrated
into the curriculum. Tey align with best practices and the goals of laboratory learning
reported in Americas Lab Report
1
. Te goals are as follows:
Mastery of subject matter
Development of scientifc reasoning
Understanding of the complexity and ambiguity of empirical work
Development of practical skills
Understanding of the nature of science
Interest in science and science learning
Development of teamwork abilities
Development of the Lab Investigations
To create a model of excellence for the lab component in AP science courses, the College
Board worked in conjunction with the AP Lab Manual Vision Team and AP Biology Lab
Development Team to create an innovative vision and approach to lab investigations.
Both teams of subject matter experts consisted of AP Biology teachers and higher
education faculty members, as well as experts in the felds of inquiry instruction,
quantitative skill application, and lab investigations. Collectively, they created AP Biology
Investigative Labs: An Inquiry-Based Approach. Te labs in this manual support the
concepts, content, and science practices within the revised AP Biology course.
1 Americas Lab Report looks at a range of questions about how laboratory experiences ft into U.S.
high schools, and investigates factors that infuence a high school laboratory experience, looking
closely at what currently takes place and what the goals of those experiences are and should be.
Introduction T1
Introduction
GOALS OF THE LABORATORY INVESTIGATIONS
Te instructional strategies that underlie the labs in this manual abandon the traditional
teacher-directed content coverage model in favor of one that focuses on student-directed
experimentation and inquiry. Tis approach enables students to identify the questions
they want to answer, design experiments to test hypotheses, conduct investigations,
analyze data, and communicate their results. As a result, they are able to concentrate on
understanding concepts and developing the reasoning skills essential to the practices
used in the study of biology.
How to Use the Lab Investigations in Your AP Biology Course
Te revised AP Biology course emphasizes depth over breadth of content. Te scope of
the course afords educators time to develop students conceptual understanding and
engage them in inquiry-based learning experiences. It also enables teachers to spend
time diferentiating instruction and targeting the learning styles and interests of their
students. Tis lab manual contains 13 student-directed, inquiry-based labs to ofer at
least three laboratory investigation options for each big idea. Because inquiry-based
labs typically take more time than traditional labs, the number of required labs has
been reduced from 12 to a minimum of eight. As per the AP Biology Course Audit
requirements, teachers are required to devote 25 percent of instructional time to lab
investigations, and this translates into a minimum of two investigations per big idea.
Instructors have the option of using the labs in this manual or updating their existing
labs to make them inquiry based and student directed. Chapter 3 in this manual provides
ideas for lab modifcations. Implementing inquiry-based labs should not require a
signifcant investment in new equipment.
Teachers and their students may perform the labs in any order. Each lab includes a
section that explains alignment to the curriculum framework, and ofers suggestions for
when during the instructional year to conduct the lab. Each lab also includes a section
about assessing students understanding and work. Chapter 6 provides additional
suggestions for ways for students to present their lab results, and for you to evaluate
students work.
What Is Inquiry?
Instructional practices that involve modeling the behavior of a scientist at work qualify
as inquiry because the student conducts an authentic scientifc investigation (Johnson
2009). It is unreasonable to think that every part of a particular lab in AP Biology will
be completely student directed. However, as written, the labs lead to student-directed,
inquiry-based investigations. Te four levels of inquiry, adapted from Herron
2
, are as
follows:
2 Herron, M.D. (1971). Te nature of scientifc inquiry, School Review, 79(2), 171212.
T2 Introduction
Confrmation: Students confrm a principle through an activity in which the results
are known in advance.
Structured: Students investigate a teacher-presented question through a prescribed
procedure.
Guided: Students investigate a teacher-presented question using student-designed/
selected procedures.
Open: Students investigate topic-related questions that are formulated through
student-designed/selected procedures.
In student-directed, inquiry-based laboratory investigations, students model the
behavior of scientists by discovering knowledge for themselves as they observe and
explore. Beginning with observations, students employ a variety of methods to
answer questions that they have posed. Tese include conducting laboratory and feld
investigations; manipulating sofware simulations, models, and data sets; and exploring
meaningful online research (Waterman 2008). By designing experiments to test
hypotheses, analyze data, and communicate results and conclusions, students learn that a
scientifc method of investigation is cyclic, not linear; each observation or experimental
result raises new questions about how the world works (Johnson 2009), thus leading to
open-ended investigations. Students also appreciate that inquiry requires identifcation
of assumptions, use of critical and logical thinking, and consideration of alternative
explanations (National Committee on Science Education Standards and Assessment and
National Research Council 1996, 23).
Inquiry-based instruction encourages students to make connections between
concepts and big ideas and allows scafolding of both concepts and science practices to
increase students knowledge and skills, thus promoting deeper learning (see Appendix
C for the science practices). As students work through their investigations, the teacher
asks probing, follow-up questions to assess students thinking processes, understanding
of concepts, and misconceptions. Teachers can modify these and other labs to be more
or less inquiry based to meet their students needs. New challenges arise as students
ask their own questions and perform their own experiments. By their very nature,
inquiry-based investigations take longer to conduct, and additional materials and
classroom space may be required. No new major lab equipment purchases are needed
to conduct any of the labs in this manual, however. Students can work in small groups
and share resources. If students do not achieve results at frst, they may troubleshoot
their experimental design, perhaps repeating a procedure several times before obtaining
meaningful data. If time is a concern, instead ask your students what problems/errors
they encountered, how these problems/errors could be avoided, and how the experiment
would be diferent if it were to be repeated. Meaningful data are the goal, but students
must be able to articulate nonmeaningful data and explain their causes. Tis is true
science at its best. When students have the opportunity to mimic the practices of
professional scientists, the benefts of an inquiry-based laboratory program far outweigh
any challenges.
Chapter 1 T3
CHAPTER 1:
How to Use This Lab Manual
Te lab period is a time for students to compare and refne their procedures, conduct
their own experiments, and collect and analyze the data they obtain. Tis lab
manual includes teacher and student versions of 13 student-directed, inquiry-based
investigations that complement the curriculum framework for the revised course. Te
labs are categorized under the four big ideas, but they can be conducted in any order.
Although a lab frst approach provides an opportunity for students to grapple with
concepts on their own (Johnson 2009), you can introduce difcult concepts through
lecture and discussion frst, following with lab activities that range in difculty and foster
skills development. You are encouraged to develop your own inquiry-based labs, but
be sure that the labs extend beyond confrmation, the frst level of inquiry. If you want
to modify a standard teacher-directed lab protocol, such as one included in the College
Boards 2001 AP Biology Lab Manual, you can eliminate the step-by-step procedure and
instead ask students to develop their own procedure as a prelab activity. A template with
a specifc example is provided in Chapter 3 of this manual.
Te following charts provide an overview of the investigative labs and a mapping to
the curriculum framework. Tese charts are designed to help you decide the order in
which to introduce the labs. Regardless of your approach, the key is to engage students
in the investigative process of science: discovering knowledge for themselves in a self-
refective, organized manner.
T4 Chapter 1
TIME ESTIMATE
(lab period = 45 min. unless otherwise noted)
Timing details are provided in each lab.
OVERVIEW OF THE INVESTIGATIVE LABS
LAB TIME ESTIMATE LEVEL OF INQUIRY QUANTITATIVE SKILLS
BIG IDEA 1: EVOLUTION
1: Articial
Selection
7 weeks, including a
10-day growing period
(See investigation for
lab period breakdown.)
Guided, then
open
Counting, measuring, graphing, statistical analysis
(frequency distribution)
2: Mathematical
Modeling
3 lab periods Guided, then
open
Mendelian genetics equations, Hardy-Weinberg equation,
Excel and spreadsheet operations
3: Comparing DNA
Sequences
open
Statistical analysis, mathematical modeling, and computer
science (bioinformatics)
BIG IDEA 2: CELLULAR PROCESSES: ENERGY AND COMMUNICATION
4: Diffusion and
Osmosis
45 lab periods Structured, then
guided
Measuring volumes, calculating surface area-to-volume
ratios, calculating rate, calculating water potential,
graphing
5: Photosynthesis 4 lab periods Structured, then
open
Calculating rate, preparing solutions, preparing serial
dilutions, measuring light intensity, developing and
applying indices to represent the relationship between two
quantitative values, using reciprocals to modify graphical
representations, utilizing medians, graphing
6: Cellular
Respiration
open
Calculating rate, measuring temperature and volume,
graphing
BIG IDEA 3: GENETICS AND INFORMATION TRANSFER
7: Cell Division:
Mitosis and
Meiosis
guided, then open
Measuring volume, counting, chi-square statistical
analysis, calculating crossover frequency
8: Biotechnology:
Bacterial
Transformation
guided
Measuring volume and temperature, calculating
transformation efciency
9: Biotechnology:
Restriction
Enzyme
Analysis of
DNA
guided, then open
Measuring volume and distance, graphing/plotting data
using log scale, extrapolating from standard curve
BIG IDEA 4: INTERACTIONS
10: Energy
Dynamics
guided, then open
Estimating productivity and efciency of energy transfer,
accounting and budgeting, measuring biomass, calculating
unit conversions in simple equations
11: Transpiration 4 lab periods Structured, then
guided, then open
Measuring distance, volume, and mass; estimating surface
area; calculating surface area; graphing; calculating rate
12: Fruit Fly
Behavior
open
Preparing solutions, counting, graphing
13: Enzyme
Activity
guided, then open
Measuring volume and mass, measuring color change,
graphing, calculating rates of enzymatic reactions
Chapter 1 T5
ALIGNMENT TO THE AP BIOLOGY CURRICULUM FRAMEWORK
INVESTIGATION LEARNING OBJECTIVE (LO)
1: Articial Selection LO 1.1 The student is able to convert a data set from a table of numbers that reect a change in
the genetic makeup of a population over time, and to apply mathematical methods and conceptual
understandings to investigate the cause(s) and effect(s) of this change.
LO 1.2 The student is able to evaluate evidence provided by data to qualitatively and quantitatively
investigate the role of natural selection in evolution.
LO 1.3 The student is able to apply mathematical methods to data from a real or simulated
population to predict what will happen to the population in the future.
LO 1.4 The student is able to evaluate data-based evidence that describes evolutionary changes in
the genetic makeup of a population over time.
LO 1.5 The student is able to connect evolutionary changes in a population over time to a change in
the environment.
2: Mathematical
Modeling: Hardy-
Weinberg
LO 1.1 The student is able to convert a data set from a table of numbers that reect a change in
the genetic makeup of a population over time, and to apply mathematical methods and conceptual
understandings to investigate the cause(s) and effect(s) of this change.
LO 1.2 The student is able to evaluate evidence provided by data to qualitatively and quantitatively
investigate the role of natural selection in evolution.
LO 1.6 The student is able to use data from mathematical models based on the Hardy-Weinberg
equilibrium to analyze genetic drift and effects of selection in the evolution of specic populations.
LO 1.7 The student is able to justify data from mathematical models based on the Hardy-Weinberg
equilibrium to analyze genetic drift and the effects of selection in the evolution of specic
populations.
LO 1.25 The student is able to describe a model that represents evolution within a population.
LO 1.26 The student is able to evaluate given data sets that illustrate evolution as an ongoing
process.
3: Comparing DNA
Sequences to
Understand
Evolutionary
Relationships with
BLAST
LO 1.9 The student is able to evaluate evidence provided by data from many scientic disciplines
that support biological evolution.
LO 1.13 The student is able to construct and/or justify mathematical models, diagrams, or
simulations that represent processes of biological evolution.
LO 1.19 The student is able create a phylogenetic tree or simple cladogram that correctly
represents evolutionary history and speciation from a provided data set.
LO 3.1 The student is able to construct scientic explanations that use the structures and
mechanisms of DNA and RNA to support the claim that DNA and, in some cases, RNA are the
primary sources of heritable information.
T6 Chapter 1
4: Diffusion and
Osmosis
LO 2.6 The student is able to use calculated surface area-to-volume ratios to predict which cell(s)
might eliminate wastes or procure nutrients faster by diffusion.
LO 2.7 Students will be able to explain how cell size and shape affect the overall rate of nutrient
intake, and the rate of waste elimination.
LO 2.10 The student is able to use representations and models to pose scientic questions about
the properties of cell membranes and selective permeability based on molecular structure.
LO 2.11 The student is able to construct models that connect the movement of molecules across
membranes with membrane structure and function.
LO 2.12 The student is able to use representations and models to analyze situations or solve
problems qualitatively and quantitatively to investigate whether dynamic homeostasis is maintained
by the active movement of molecules across membranes.
5: Photosynthesis LO 1.15 The student is able to describe specic examples of conserved, core biological processes
and features shared by all domains, or within one domain of life, and how these shared, conserved
core processes and features support the concept of common ancestry for all organisms.
LO 1.16 The student is able to justify the scientic claim that organisms share many conserved core
processes and features that evolved and are widely distributed among organisms today.
LO 2.2 The student is able to justify a scientic claim that free energy is required for living systems
to maintain organization, to grow, or to reproduce, but that multiple strategies exist in different
living systems.
LO 2.4 The student is able to use representations to pose scientic questions about what
mechanisms and structural features allow organisms to capture, store, and use free energy.
LO 2.14 The student is able to use representations and models to describe differences in
prokaryotic and eukaryotic cells.
LO 4.5 The student is able to construct explanations based on scientic evidence as to how
interactions of subcellular structures provide essential functions.
LO 4.12 The student is able to apply mathematical routines to quantities that describe communities
composed of populations of organisms that interact in complex ways.
6: Cellular Respiration LO 1.15 The student is able to describe specic examples of conserved, core biological processes
and features shared by all domains, or within one domain of life, and how these shared, conserved
core processes and features support the concept of common ancestry for all organisms.
LO 1.16 The student is able to justify the scientic claim that organisms share many conserved core
processes and features that evolved and are widely distributed among organisms today.
living systems.
LO 2.4 The student is able to use representations to pose scientic questions about what
mechanisms and structural features allow organisms to capture, store, and use free energy.
LO 2.14 The student is able to use representations and models to describe differences in
prokaryotic and eukaryotic cells.
LO 4.5 The student is able to construct explanations based on scientic evidence as to how
interactions of subcellular structures provide essential functions.
LO 4.12 The student is able to apply mathematical routines to quantities that describe communities
composed of populations of organisms that interact in complex ways.
Chapter 1 T7
7: Cell Division:
Mitosis and
Meiosis
LO 3.7 The student can make predictions about natural phenomena occurring during the cell cycle.
LO 3.8 The student can describe the events that occur in the cell cycle.
LO 3.9 The student is able to construct an explanation, using visual representations or narratives,
as to how DNA in chromosomes is transmitted to the next generation via mitosis, or meiosis
followed by fertilization.
LO 3.10 The student is able to represent the connection between meiosis and increased genetic
diversity necessary for evolution.
LO 3.11 The student is able to evaluate evidence provided by data sets to support the claim that
heritable information is passed from one generation to another generation through mitosis, or
meiosis followed by fertilization.
LO 3.12 The student is able to construct a representation that connects the process of meiosis to
the passage of traits from parent to offspring.
LO 3.28 The student is able to construct an explanation of the multiple processes that increase
variation within a population.
8: Biotechnology:
Bacterial
Transformation
LO 1.5 The student is able to connect evolutionary changes in a population over time to a change in
the environment.
LO 3.5 The student can justify the claim that humans can manipulate heritable information by
identifying at least two commonly used technologies.
LO 3.6 The student can predict how a change in a specic DNA or RNA sequence can result in
changes in gene expression.
LO 3.13 The student is able to pose questions about ethical, social, or medical issues surrounding
human genetic disorders.
LO 3.21 The student can use representations to describe how gene regulation inuences cell
products and function.
9: Biotechnology:
Restriction Enzyme
Analysis of DNA
LO 3.5 The student can justify the claim that humans can manipulate heritable information by
identifying at least two commonly used technologies.
LO 3.13 The student is able to pose questions about ethical, social, or medical issues surrounding
human genetic disorders.
10: Energy Dynamics LO 2.1 The student is able to explain how biological systems use free energy based on empirical
data that all organisms require constant energy input to maintain organization, to grow, and to
reproduce.
living systems.
LO 2.3 The student is able to predict how changes in free energy availability affect organisms,
populations, and ecosystems.
LO 2.22 The student is able to rene scientic models and questions about the effect of complex
biotic and abiotic interactions on all biological systems, from cells and organisms to populations,
communities, and ecosystems.
T8 Chapter 1
10: Energy Dynamics
continued
LO 2.23 The student is able to design a plan for collecting data to show that all biological systems
(cells, organisms, populations, communities, and ecosystems) are affected by complex biotic and
abiotic interactions.
LO 2.24 The student is able to analyze data to identify possible patterns and relationships between
a biotic or abiotic factor and a biological system (cells, organisms, populations, communities, or
ecosystems).
LO 4.14 The student is able to apply mathematical routines to quantities that describe interactions
among living systems and their environment, which result in the movement of matter and energy.
LO 4.16 The student is able to predict the effects of a change of matter or energy availability on
communities.
11: Transpiration LO 1.5 The student is able to connect evolutionary changes in a population over time to a change in
the environment.
LO 2.6 The student is able to use calculated surface area-to-volume ratios to predict which cell(s)
might eliminate wastes or procure nutrients faster by diffusion.
LO 2.8 The student is able to justify the selection of data regarding the types of molecules that
an animal, plant, or bacterium will take up as necessary building blocks and excrete as waste
products.
LO 2.9 The student is able to represent graphically or model quantitatively the exchange of
molecules between an organism and its environment, and the subsequent use of these molecules
to build new molecules that facilitate dynamic homeostasis, growth, and reproduction.
LO 4.9 The student is able to predict the effects of a change in a component(s) of a biological
system on the functionality of an organism(s).
LO 4.15 The student is able to use visual representations to analyze situations or solve problems
qualitatively to illustrate how interactions among living systems and with their environment result in
the movement of matter and energy.
12: Fruit Fly Behavior LO 2.22 The student is able to rene scientic models and questions about the effect of complex
biotic and abiotic interactions on all biological systems, from cells and organisms to populations,
communities, and ecosystems.
LO 2.23 The student is able to design a plan for collecting data to show that all biological systems
LO 2.24 The student is able to analyze data to identify possible patterns and relationships between
a biotic or abiotic factor and a biological system (cells, organisms, populations, communities, or
ecosystems).
LO 2.38 The student is able to analyze data to support the claim that responses to information and
communication of information affect natural selection.
LO 2.39 The student is able to justify scientic claims, using evidence, to describe how timing and
coordination of behavioral events in organisms are regulated by several mechanisms.
LO 2.40 The student is able to connect concepts in and across domain(s) to predict how
environmental factors affect responses to information and change behavior.
Chapter 1 T9
12: Fruit Fly Behavior
continued
LO 4.15 The student is able to use visual representations to analyze situations or solve problems
qualitatively to illustrate how interactions among living systems and with their environment result in
the movement of matter and energy.
LO 4.16 The student is able to predict the effects of a change of matter or energy availability on
communities.
LO 4.19 The student is able to use data analysis to rene observations and measurements regarding
the effect of population interactions on patterns of species distribution and abundance.
13: Enzyme Activity LO 2.23 The student is able to design a plan for collecting data to show that all biological systems
LO 4.3 The student is able to use models to predict and justify that changes in the subcomponents
of a biological polymer affect the functionality of the molecule.
LO 4.17 The student is able to analyze data to identify how molecular interactions affect structure
and function.
Safety, Safety Contracts, and Supervision
Teachers have an obligation to provide a safe environment for their students to learn
and explore. Te equipment and chemicals used in the laboratory investigations for AP
Biology could cause harm if not used appropriately. Terefore, it is very important that
you follow the following guidelines:
1. Know the regulations for your school, district, and state, and follow them! Ask
for safety training if your school does not require it. You should insist on having
basic safety equipment available in your classroom: a fre extinguisher, fre blanket,
eyewash, safety goggles or glasses for every student, and a frst-aid kit.
2. Develop a safety contract for your students. Questions regarding allergies or special
health conditions might be included in a safety contract. (Many lab kits come with
latex gloves, and teachers may not know that their students are allergic to latex.) Te
students and their parents or guardians should sign the contract before beginning
any laboratory work. Consider giving your students a quiz so that you can evaluate
their understanding of the contract. Sample safety contracts are available through
scientifc supply companies and school districts.
3. Engage the students in a conversation about lab safety. Ask the students what could
go wrong during the execution of a lab investigation. Teach about safety each
time you begin a lab activity. Explain what could happen if safety instructions are
not followed correctly. With more student-directed lab activities, it is even more
important to provide strict guidelines because diferent groups of students will be
T10 Chapter 1
doing diferent activities, and using diferent materials and equipment. Students
should never embark on a new activity, or use new chemicals or a new approach,
without notifying the teacher.
4. Be consistent with enforcing the safety guidelines.
Materials and Equipment
Tis course presents a college-level biology curriculum, and the equipment needed
for the labs in this guide is reasonable. Your school district should support you and
your classroom in order to provide an adequate learning environment in which to
conduct laboratory investigations. Each laboratory investigation in this guide includes
a list of materials and equipment, and it is assumed that each class has access to basic
lab equipment (e.g., beakers, pipettes, and balances) in addition to some specialized
equipment, such as gel boxes for electrophoresis. However, it is recognized that many
classes do not have access to more expensive equipment, such as probes and sensors
with computer interfaces. For labs utilizing such equipment, a lower-cost alternative is
provided so that all students can initiate and follow through on their own investigations.
Biotechnology companies ofen have equipment for classrooms to borrow. Local
colleges or universities may allow your students to borrow equipment or complete a
lab as a feld trip on their campus, or they may even donate their old equipment to
your school. Some schools have partnerships with local businesses that can help with
laboratory equipment and materials.
Chapter 2 T11
CHAPTER 2:
The Labs at a Glance
Although each lab investigation in this manual is unique and focuses on specifc
concepts and science practices, the formats are similar, as the labs are designed for
clarity and consistency. As shown below, the teacher version (blue) for each investigation
includes the enduring understandings and science practices that align to the learning
objectives outlined in the curriculum framework; you are encouraged to use this
model when you develop your own student-directed, inquiry-based investigations.
Each investigation provides suggestions for prelab assessments that are designed to
determine students prior understanding, knowledge of key concepts, and skills. Each
lab investigation also provides suggestions for summative assessments, which measure
students understanding of the concepts, development of science practices, and gain in
thinking skills afer they conduct their lab investigations and analyze their results.
The primary question(s) for students
to investigate is generated from the
enduring understandings in the AP
Biology Curriculum Framework.
Background is drawn from the elements of the
curriculum framework. Background information
explains how the lab provides opportunities for
students to review, scaffold, and apply concepts.
Big
Idea
4
Investigation 12 T203
Interactions
INVESTIGATION 12
FRUIT FLY BEHAVIOR
What environmental factors trigger a fruit y response?
BACKGROUND
Drosophila melanogaster is an organismthat has been studied in the scientifc
community for more than a century. Tomas Hunt Morgan began using Drosophila
melanogaster for genetic studies in 1907. Te common fruit fy lives throughout the
world and feeds on the fungi of rotting fruit. It is a small fy, and one could question
why so much time and efort have been directed to this organism. It is about the size of
President Roosevelts nose on a dime, but despite its small size, the fy is packed with
interesting physical and behavioral characteristics. Its genome has been sequenced,
its physical characteristics have been charted and mutated, its meiotic processes and
development have been investigated, and its behavior has been the source of many
experiments. Because of its scientifc usefulness, Drosophila is a model research
organism. Its name is based on observations about the fy; the fy follows circadian
rhythms that include sleeping during the dark and emerging as an adult froma pupa in
the early morning. Tis latter behavior gave rise to the Drosophila genus name, which
means lover of dew. Te explanation for the species name melanogaster should be clear
afer observing the fys physical features. It has a black stomach. No doubt the dew-
loving, black-bellied fy will continue to make contributions to the scientifc community
and to student projects.
Tese investigations explore the environmental choices that fruit fies make. A
choice chamber is designed to give fruit fies two choices during any one test, although
students could also think about how to build an apparatus that would give fruit fies
more than two choices. Adult fruit fies are attracted to substances that ofer food or an
environment in which to lay eggs and develop larvae. Typically those environments are
rotting or fermenting fruit. Adult fruit fies are attracted to bright light, and their larvae
move away frombright light. Adult fruit fies also demonstrate a negative geotaxis; they
climb up in their chambers or vials against gravity. Movement toward a substance is a
positive taxis. Consistent movement or orientation away froma substance is a negative
taxis. In most cases, the experiments done in the choice chamber will be chemotactic
experiments, as indicated by the number of fies that collect on one end of the chamber
or another in response to a chemical stimulus. At some point, students may wish
to investigate if the chemotactic response is greater than a geotactic or phototactic
Big
Idea
Investigation 12 S145
Interactions
4
INVESTIGATION 12
FRUIT FLY BEHAVIOR
What environmental factors trigger a fruit y
response?
BACKGROUND
Drosophila melanogaster, the common fruit fy, is an organismthat has been studied in
the scientifc community for more than a century. Tomas Hunt Morgan began using
it for genetic studies in 1907. Te common fruit fy lives throughout the world and
feeds on fruit and the fungi growing on rotting fruit. It is a small fy, and one could
question why scientists have spent so much time and efort on this tiny insect. It is
about the size of President Roosevelts nose on a dime, but despite its small size, the fy
is packed with many interesting physical and behavioral characteristics. Its genome has
been sequenced, its physical characteristics have been charted and mutated, its meiotic
processes and development have been investigated, and its behavior has been the source
of many experiments. Because of its scientifc usefulness, Drosophila is a model research
rhythms that include sleeping during the dark and emerging as an adult froma pupa in
the early morning. Tis latter behavior gave rise to the name Drosophila, which means
lover of dew. Te explanation for the species name melanogaster should be clear afer
observing the fys physical features. It has a black stomach, or abdomen. No doubt
the dew-loving, black-bellied fy will continue to make contributions to the scientifc
community and to student projects.
We begin our investigation with a few simple questions. What do you know about
fruit fies? Have you seen fruit fies outside the lab and, if so, where? Describe where and
when you have noted fruit fies.
3p0
T12 Chapter 2
For the Student Manual version, the
learning objectives appear in more
student-friendly vernacular.
T206 Investigation 12
Tis investigation can be conducted during the study of concepts pertaining to
interactions (big idea 4) or to cellular processes (big idea 2), specifcally the capture, use,
and storage of free energy. In addition, some of the questions are likely to connect to big
idea 1 if students explore the evolution of observed behaviors. As always, it is important
to make connections between big ideas and enduring understandings, regardless
of where in the curriculum the lab is taught. Te concepts align with the enduring
understandings and learning objectives from the AP Biology Curriculum Framework, as
indicated below.
Enduring Understandings
2D1: Reinforce the concept that all biological systems from cells and organisms to
populations, communities, and ecosystems are afected by complex biotic and abiotic
interactions involving exchange of matter and free energy.
2E3: Timing and coordination of behavior are regulated by various mechanisms and
are important in natural selection.
4A6: Interactions among living systems and with their environment result in the
movement of matter and energy.
4B4: Interactions between and within populations infuence patterns of species
distribution and abundance.
Learning Objectives
Te student is able to refne scientifc models and questions about the efect of
complex biotic and abiotic interactions on all biological systems from cells and
organisms to populations, communities, and ecosystems (2D1 & SP 1.3, SP 3.2).
Te student is able to design a plan for collecting data to show that all biological
systems (cells, organisms, populations, communities, and ecosystems) are afected by
complex biotic and abiotic interactions (2D1 & SP 4.2, SP 7.2).
Te student is able to analyze data to identify possible patterns and relationships
between a biotic or an abiotic factor and a biological system (cells, organisms,
populations, communities, or ecosystems) (2D1 & SP 5.1).
Te student is able to analyze data to support the claim that response to information
and communication of information afect natural selection (2E3 & SP 5.1).
Te student is able to justify claims, using evidence, to describe how timing and
coordination of behavioral events in organisms are regulated by several mechanisms
(2E3 & SP 6.1).
Te student is able to connect concepts in and across domain(s) to predict how
environmental factors afect response to information and change behavior
(2E3 & SP 7.2).
Te student is able to apply mathematical routines to quantities that describe
interactions among living systems and their environment that result in the movement
of matter and energy (4A6 & SP 2.2).
S146 Investigation 12
Learning Objectives
To investigate the relationship between a model organism, Drosophila, and its
response to diferent environmental conditions
To design a controlled experiment to explore environmental factors that either attract
or repel Drosophila in the laboratory setting
To analyze data collected in an experiment in order to identify possible patterns and
relationships between environmental factors and a living organism
To work collaboratively with others in the design and analysis of a controlled
experiment
To connect and apply concepts (With the fruit fy as the focal organism, your
investigation could pull together many topics, such as genetics, animal behavior,
development, plant and animal structures from cells to organs, cell communication,
fruit ripening, fermentation, and evolution.)
General Safety Precautions
Do not add substances to the choice chamber unless your teacher has approved them.
If the substance you add is fammable, such as ethanol, use precaution and do not
conduct your experiment near a heat source or fame.
Many of the substances used in this experiment are food items, but you should not
consume any of them.
Fruit fies are living organisms that should not be released to the environment. Afer
all the investigations are complete, fies should be tapped into a morgue through a
funnel. Te morgue typically is a 150-mL beaker that contains about 50 mL of salad
oil or 70% alcohol.
Learning objectives indicate what
students should know and be able to
do as they conduct their laboratory
investigations. In the Teacher Manual,
the learning objectives come directly
from the AP Biology Curriculum
Framework. Each learning objective
integrates science practices with
specic concepts and enduring
understandings outlined in the
curriculum framework.
Chapter 2 T13
Getting Started is designed to help
you determine your students prior
knowledge, understanding of key
concepts, and skill level. Although
you are encouraged to develop your
own means of assessment, the lab
investigations in this manual include
suggestions. Assessments can include
question sets that you assign for
homework, collaborative activities,
and interactive online simulations.
THE INVESTIGATIONS
Getting Started
Tis procedure is designed to help you understand how to work with fruit fies. You may
start with general information about how to determine the sex of a fruit fy. How do
you tell the diference between male and female fies? Is the sex of the fy important to
your investigations? Look at the female and male fruit fies in Figure 1. Ten look at the
fruit fies in Figure 2. Can you identify which ones are female and which ones are male?
Focus on the abdomen of the fies to note diferences.
Figure 1. Determining the Sex of Fruit Flies Figure 2. Fruit Flies
Step 1 Using fruit fy cultures, carefully toss 10 to 20 living fies into an empty vial. Be sure
to plug the vial as soon as you add the fies. Do not anesthetize the fies before this or any
of the behavior experiments.
Step 2 When fies are tossed, they are tapped into an empty vial. Tap a culture vial (push
the vial down on a solid surface several times) on the table to move the fies to the
bottom of the vial. Quickly remove the foam or cotton top and invert an empty vial over
the top of the culture vial. Invert the vials so that the culture vial is on the top and the
empty vial is on the bottom, and tap the fies into the empty container by tapping it on
a solid surface several times. Be sure to hold the vials tightly to keep them together. You
must then separate the vials and cap each separately. Do not try to isolate every fy from
the original culture. It is difcult to separate fies, and you may lose a fy or two in the
process.
Step 3 Afer your lab group has the fies in a vial without food, observe the position of the
fies in your upright vial.
Step 4 Invert the vial, and observe the position of the fies afer 15 seconds and afer 30
seconds.
male female
least 3040 fies into the chamber, lif up the culture vial, and immediately plug the vial
and cap the chamber. If a culture vial is upside down even with fies in it, very few fies
will escape before it is plugged again.
An additional technique to avoid the problem of fies escaping is to refrigerate them
before the transfer. If vials are chilled for at least 1530 minutes before tossing, they
are easier to transfer. Be sure that the chilling does not add moisture to the culture, as
moisture can make the fies stick to the vials.
Students may have the misconception that fruit fies are attracted to fruit, but they
will determine that it is not the fruit but rather the rotting fruit and the accompanying
chemotaxis to various products, such as vinegar or alcohol, of this decomposition
process that prompts the fys behavior. How can you help students identify the diference
without telling them? Is the chemotaxis a strong taxis? Does a geotaxis or phototaxis
override the chemotaxis?
THE INVESTIGATIONS
Getting Started: Prelab Assessment
You may assign the following as a think, pair/group, share activity, in which pairs or
small groups of students brainstorm ideas and then share them with other groups, or as
a whole-class discussion to assess students understanding of key concepts pertaining to
fruit fies:
Day 1
1. During this discussion, you can assess if your students know what fruit fies are and
when and where they have seen them. Te class should make a list of when and
where they notice fruit fies. Tey should generate a list that may include a bowl of
fruit, a picnic dinner, and someones glass of wine. Students should also view pictures
of fruit fies to recall previous experiments with these model research organisms
used in genetics or population studies.
2. Have the students make observations about fruit fy behavior by conducting the
following very simple geotactic experiment. Students can work in small groups.
a. Using fruit fy cultures, toss at least 10 fies into an empty vial. Do not
anesthetize the fies before this or any of the behavior experiments.
b. Observe the position of the fies in an upright vial sitting in a test tube rack on
the lab table. Do not touch the vial while making observations.
c. Invert the vial and observe the position of the fies afer 15 seconds and afer 30
seconds. Make a list of observed behaviors.
d. Observations should generate questions, including What was the fies response?
Was there an orientation movement? If so, what was the stimulus? Could this be
considered a taxis? Explain your answers.
The Getting Started section of the
Student Manual aligns with the prelab
assessment in the Teacher Manual.
T14 Chapter 2
In the Student Manual, Procedure is
the rst, more teacher-directed part
of the investigation. This preliminary
investigation familiarizes students with
the subject matter, and prepares them
for the student-directed part of the
investigation.
Step 5 What was the fies response? Did most/all of the fies move in the same general
direction? If so, this might be an orientation movement, which is a movement that is
in response to some stimulus. Based on how you manipulated the vial, to what stimulus
might the fies be responding? Do you think that they were responding to some chemical
change in the vial? Did your observations generate other questions? Explain your
answers.
Procedure
Animals move in response to many diferent stimuli. A chemotaxis is a movement in
response to the presence of a chemical stimulus. Te organism may move toward or
away from the chemical stimulus. What beneft would an organism gain by responding
to chemicals in their environment? A phototactic response is a movement in response to
light. A geotactic response is a movement in response to gravity.
You will investigate fruit fy movement using a choice chamber that exposes the fies
to diferent substances that you insert into the chamber. Because fies are very common
in households (in fact, fruit fies live almost everywhere that humans live), think about
using foods or condiments that might result in a positive or a negative chemotactic
response from the fies. What foods or condiments do you think would attract or repel
fies? Why? Do fruit fies exhibit a response to light or to gravity? How can you alter the
chamber to investigate those variables?
Step 1 Prepare a choice chamber by labeling both ends with a marker one end A and
the other B (see Figure 3). Cut the bottom of the bottles, dry the interior thoroughly,
and tape them together. Remove any paper labels.
tape holding
bottles together
A
B
Figure 3. Choice Chamber
Place a cap on one end of a chamber before adding fies. Insert a small funnel in the open
end of the chamber and place the chamber upright on the capped end. Tap 2030 fruit
fies into the choice chamber using the funnel.
In the Teacher Manual, Designing and
Conducting Independent Investigations
provides suggestions for guiding your
students through the student-directed
portion of the investigation.
Designing and Conducting Independent Investigations
Day 2
When developing their own investigations, students should choose substances to test
that are interesting to them. Tey may have experiences with fruit fies in their home and
can think about what attracts fies. Tey also may want to fnd a substance that would
repel a fy. Tey can bring substances from home to test, but make sure they obtain your
permission to use the substances before they conduct their tests. Te students should
work in groups to determine the chemotactic response to various food items. Tey
should share and graphically illustrate their results.
Days 34+
Te following are suggestions for the student-directed lab activities based on questions
students ask during their preliminary study of the fruit fies. Teir questions might
include the following: Does the age of a fruit fy afect the speed of their negative geotactic
response? What wavelengths of light stimulate a phototactic response in fruit fies?
Possible investigations generated from students observations and questions include
the following. However, it is suggested that students generate their own questions to
explore.
From an ingredient list, select substances (such as vinegar) that students think might
be afecting fy behavior. Isolate the materials and give the fies a choice.
Determine if the sex of the fy makes a diference in their choice. (An F1 population of
fies with white-eyed males and red-eyed females could be made available.)
Determine if the sight of the material makes a diference by covering up the cotton
ball in paraflm.
Find the efect of light by changing the light source at diferent ends of the chamber or
by studying how fies make choices in diferent colors of light. (Diferent ends of the
chambers could be wrapped in transparent colored flms or acetate.)
Determine if the ripeness of the fruit makes a diference. For example, ripe bananas
could be compared to green bananas.
Determine if fruit fies are attracted to or repelled by carbon dioxide by placing pieces
of Alka-Seltzer in moist cotton balls.
Determine the efect of age or the developmental stage of the fruit fy on choice by
using newly emerged fies in the chamber and/or the third instar larva on a glass slide.
Work with diferent mutants of fruit fies to determine if vestigial or white-eyed fies
(or other mutants) make the same choices. Determine if the Adh-negative mutant
afects the fies response to alcohol. Determine if mutant eye colors (white, cinnabar,
brown) afect the fies response to light.
Are there other organisms that respond like fruit fies? Can you think of any
organisms that respond diferently?
Students should verify the results of their experiment by conducting several trials and
changing the position of the substances at the ends of the chamber.
Chapter 2 T15
Designing and Conducting Your Investigation
Now that you have discovered the preferences for individual substances, design an
experiment using the choice chamber to compare the preferences of fruit fies to all test
substances or the chemotactic responses of your fies. Create a table that includes the
results comparing all of the substances you tested.
Te following are questions that you could investigate; however, as you worked
through the beginning of this lab, you should have developed your own question and an
investigation to answer that question:
Are all substances equally attractive or repellant to the fruit fies?
Which substances do fruit fies prefer the most?
Which substances do fruit fies prefer the least?
Do preferred substances have any characteristic in common?
What other factors might afect whether or not the fruit fies moved from one part of
your choice chamber to another?
Do you think that it is the fruit itself that attracts the fies? Should they be called fruit
fies or something else?
Some experiments could be designed using fruit fy larvae. Do larvae respond the
same way that adults respond? Are there other factors in the environment that afect
the choice?
What factors must be controlled in an experiment about environmental variables and
behavior?
What is the diference among phototaxis, chemotaxis, and geotaxis? Do fruit fies
demonstrate all of them?
Does a phototactic response override a chemotactic response?
Does the age of the fruit fy change its geotactic response?
Are there other organisms that respond the same as fruit fies? Are there other
organisms that respond diferently from fruit fies?
Analyzing Results
Look for patterns in fy behavior based on the number and ratio of fruit fies on diferent
ends of your choice chamber. How will you determine which of the substances stimulate
the greatest negative chemotactic response and positive chemotactic response? Do you
see any patterns about materials or forces to which fruit fies are attracted?
Develop a method for sharing your results and conclusions to classmates and then
share them!
In the Student Manual, Analyzing Results
prompts further thought and discussion
about causes and effects and patterns
noted during the investigation,
and Evaluating Results leads students
to reect on their investigative methods,
draw conclusions, and make note of
potential follow-up investigations.
Designing and Conducting Your
Investigation is the student-directed,
inquiry-based portion of the investigation.
It typically begins with questions that
students might want to investigate.
Students should strive to connect the
questions that they pose, the hypothesis
that they generate, or the results of their
investigations with the central biological
concepts and big ideas most related with
their experiment.
T16 Chapter 2
Summative Assessment
Tis section describes suggestions for assessing students understanding of the concepts
presented in the investigation, but you are encouraged to develop your own methods
of postlab assessment. Each student (or group of students) should present data from a
repeated, controlled experiment with graphic representation and quantitative analysis of
fruit fy choices.
1. Have students record their experimental design, procedures, data, results, and
conclusions in a lab notebook, or have them construct a mini-poster to share with
their classmates.
2. Revisit the learning objectives for the investigation and develop strategies (e.g.,
questions or activities) that can help determine whether or not the learning objective
has been met. For example, one learning objective is Te student is able to analyze
data to identify possible patterns and relationships between a biotic or abiotic factor
and a biological system (2D1 and 5.1). Te student might be asked to complete a
data grid of choice for fruit fies, analyze the data, and draw conclusions. Table 1 is
an example of a data table that students could construct for themselves as they use
the choice chamber (x = number of fies at one of the two ends of the chamber). Te
students may need to adjust the table to indicate multiple trials.
Table 1. Fruit Fly Choices
Substance 1 2 3 4 5 6 7
A A B A B A B A B A B A B A B
1 X X
2 X X X
3 X X X X X
4 X X X X X X
5 X X X X X X X X
6 X X X X X X X X
7 X X X X X X X X X X
3. Complete a chi-square analysis of the results to determine if the distribution of the
fies is signifcant.
4. Released AP Exams have several multiple-choice and free-response (essay) questions
based on the concepts studied in this investigation. One good example is the free-
response question about Bursatella leachii (sea slug) from the 1997 AP Biology
Exam.Tese questions could be used to assess students understanding.
Where Can Students Go from Here?
One possible extension for this investigation is to ask students to identify another
organismthat behaves similarly to the fruit fy and one that they expect would behave
diferently. For example, students could substitute ladybugs, housefies, or mealworms
for fruit fies and construct choice chambers using other substances that they think
might be attractive to these organisms.
SUPPLEMENTAL RESOURCES
www.fruitfy.org Te Berkeley Drosophila Genome Project includes links to images
and other resources for teachers and students. Teachers should consider looking
through this website before beginning the lab to appreciate the breadth of information
about Drosophila.
Flagg, Raymond. Te Carolina Drosophila Manual. Burlington, NC: Carolina Biological
Supply Company, 1988.
Tis is a useful manual that comes with each Drosophila culture order fromCarolina.
It may be ordered separately (order number 45-2620 fromCarolina Biological Supply
Company). Excellent photographs help teachers and students identify diferent
mutants and give guidance for sexing the fies.
http://www.Flybase.org Tis is a classic database of Drosophila genes and genomes
used extensively by researchers and educators. Tis resource is cited on many other
sites, including the Berkeley Drosophila Genome Project. It is a general database that
could be used by teachers or students who would like to have more information about
any particular mutant.
Gargano, Julia Warner, Ian Martin, PoonamBhandari, and Michael S. Grotewiel. Rapid
iterative negative geotaxis (RING): a new method for assessing age-related locomotor
decline in Drosophila. Experimental Gerontology 40, no. 5 (May 2005): 386395.
Fruit fies negative geotaxis response declines with age. Tis resource would be
helpful for teachers or students who have designed experiments that use the age of the
fruit fy as a variable.
http://www.hhmi.org Te Howard Hughes Medical Center includes multiple
resources for teachers about fruit fies. Tis is a general resource that could lead to
ideas for experiments or general information about fruit fies before the class begins
the experiments. It includes links to other resources for general information and the
scope of research about Drosophila. Tis resource includes very accessible material
that would be helpful as a teacher begins the experiments.
The Summative Assessment section
(Teacher Manual) offers suggestions
for evaluating students understanding
of the concepts, development of
science practices, and gain in thinking
skills after students conduct their lab
investigations and analyze their results.
Many of the investigations also
provide suggestions for extending the
investigation(s) (Where Can Students
Go from Here?). These suggestions
appear in both the Teacher Manual and
Student Manual versions of the labs.
Chapter 3 T17
CHAPTER 3:
Creating Student-Directed,
Inquiry-Based Lab Investigations
Laboratory investigations should engage students, promote critical thinking and active
learning, and encourage collaboration among students and between student and teacher
(Johnson 2009). Te focus of the laboratory experience is not on students achieving
predetermined results, but on students making their own observations, raising questions,
and strategizing how to investigate them.
Te benefts to students of conducting their own investigations outweigh any
disadvantages. Advantages include more rapid development of thinking processes and
application skills. Te biggest disadvantage is the amount of time that may be required
for students to conduct their own investigations. With this in mind, it is important to
provide students with a timeline for each lab, with options that allow them to perform
sections of the lab if fnding adequate time is problematic.
How to Begin Creating a Student-Directed, Inquiry-Based Lab
In Inquiry and the National Science Education Standards: a Guide for Teaching and
Learning, the National Research Council (NRC) identifes the following fve essential
responsibilities of learners conducting inquiry-based labs:
1. Engaging in scientifcally oriented questions
2. Giving priority to evidence in responding to questions
3. Formulating explanations from evidence
4. Connecting explanations to scientifc knowledge
5. Communicating and justifying explanations
When creating a new lab or modifying a familiar one to be more student directed,
inquiry based, and open ended, you should consider these fve expectations of students.
In addition, when creating a new inquiry-based lab investigation or modifying a familiar
lab, you need to identify how the investigation aligns with concepts and science practices
outlined in the curriculum framework. You should consider what prior knowledge and
skills students must have to perform the investigation, what skills the lab develops, and
how the investigation connects back to and builds upon concepts that the student has
studied previously.
You also should provide students with guidelines and/or procedures for using
particular instruments and equipment. Tis can be accomplished through prelab
demonstrations, online tutorials, or other appropriate methods. In addition, you must
consider any safety and housekeeping issues, and determine if the school has resources
(e.g., materials, supplies, computers, or other equipment) to conduct a particular
investigation. Te following table is useful for identifying components and challenges
when creating a new student-directed, inquiry-based lab or modifying a familiar one.
T18 Chapter 3
One Way to Develop a New Inquiry-Based Investigation
Concept:
Big idea focused on:
Enduring understanding(s) addressed:
Goal (What will students learn?):
Resources available to help teach this concept:
Resources needed to help teach this concept:
Some instructional activities that I currently use that could work with this concept:
Lab to be used to support this concept:
Learning objective(s) addressed:
Science practices tied to the learning objective(s):
The level of inquiry reached in this lab (e.g., conrmation, structured, guided, open):
The lab/quantitative skills that my students will need in order to successfully complete this lab:
Chapter 3 T19
The content knowledge that my students will need in order to successfully complete this lab:
To help students develop these skills, I will sequence instruction in the following way:
The challenges I foresee:
Some possible solutions to these challenges:

You can use the four-level inquiry model and the NRCs fve expectations of students as
a tool for a simple, yet efective, method of transitioning your traditional labs to inquiry.
Begin by exploring the lab you want to modify. Tink about the following question as
you read the lab: What characteristics make this lab cookbook rather than inquiry? Once
you have a list of characteristics, write down three to fve that youd like to modify. Its
a good idea to incorporate the NRC inquiry model into this step. Ask yourself, At what
inquiry level is the lab currently? Toward what inquiry level do I want the lab to move?
Remember, the important thing is that youre making small changes that will provide
your students with inquiry experiences.
Eventually, you may choose to move to a more thorough model. Te Matrix for
Assessing and Planning Scientifc Inquiry (MAPSI) is an inquiry model that describes
inquiry labs as specifc tasks along a continuum that address four cognitive processes
and their subprocesses (see Appendix D). MAPSI is a particularly useful tool for AP
science teachers, as each of the cognitive processes and subprocesses addresses two or
more of the science practices. If you modify your traditional labs with MAPSI as your
guide, you will be addressing several science practices.
The Next Steps
Te investigations in this manual support concepts, enduring understandings, and
science practices described in the curriculum framework. Many of the labs are new,
while others are modifcations of familiar labs that have been revised to refect the shif
toward more student-directed and inquiry-based investigations. Te following table
shows how the current Lab 11: Transpiration difers from Lab 9: Transpiration from the
College Boards 2001 AP Biology Lab Manual. Te diferences highlight elements that
should be considered when creating an inquiry-based investigation.
T20 Chapter 3
Transpiration Investigation: New Versus Old
INVESTIGATION 11:
TRANSPIRATION
(CURRENT MANUAL)
INVESTIGATION 9:
TRANSPIRATION
(2001 MANUAL)
Primary
Question
There is a primary question for students to
investigate.
There is no primary question for students to
investigate.
Questions for
Investigation
Questions are provided as suggestions,
but students generate their own additional
questions for investigation.
Students do not generate their own
questions for investigation.
Design of
Investigation
Students design and conduct their own
experiments to investigate their questions.
Students follow step-by-step procedures
(Do this. Do that.) listed in the
investigation.
Alignment to
the AP Biology
Curriculum
Framework
The alignment of the investigation to the big
ideas, enduring understandings, science
practices, and learning objectives described
in the curriculum framework is clear.
The alignment of the investigation to the
course is not explicit.
Prelab
Assessment
There are suggestions for assessment of
prelab knowledge.
There are no suggestions for assessment of
prelab knowledge.
Variables for
Investigations
The investigation asks students to choose a
variable(s) to investigate.
Exercise 9A tells students what
environmental variable(s) they will
investigate.
Analysis of
Results
The investigation instructs students to make
observations and analyze their results.
The questions in Analyzing Results guide
students to communicate their ndings.
Exercise 9B instructs students to observe
cross-sections of plant tissues under the
microscope, draw what they see, and
identify the cell and tissue types without
asking them to make the connection to the
roles of plant tissues in transpiration.
Recording of
Data
The investigation recommends that
teachers instruct their students to determine
appropriate methods of recording data.
The investigation provides tables and
graphs and instructs students to ll them
out.
Communication
of Results
The investigation suggests means by which
students can communicate their ndings,
including lab notebooks, lab reports, and
mini-posters.
The investigation instructs students to
answer a specic set of questions.
Mathematical
Equations
Students are directed to resources, and
the prelab assessment includes a question
on water potential that is geared toward
students with advanced math skills.
All mathematical equations are provided
with step-by-step instructions on how to use
them.
Skill
Development
The investigation provides a list of skills
developed and/or reinforced.
The investigation lacks information about
skills developed and/or reinforced.
Extension
Activities
The investigation suggests extension
activities.
There are no suggestions for how students
can extend the investigation based on
additional questions that they raise.
Chapter 3 T21
Assessing Student Understanding
Learning occurs most efectively at teachable moments, and when one thinks of a
good teacher, one ofen does so in terms of such experiences. As a student-directed
investigation progresses, you should circulate among the student groups and ask probing
questions to provoke students thinking (e.g., How are you changing the temperature?
How are you recording the temperature?). You may also ask about data and evidence (e.g.,
Is there an alternative way to organize the data? Is there some reason the data may not be
accurate? What data are important to collect? What are you hoping to fnd out? How will
you communicate your results?). Tis strategy will allow you to diagnose and address any
misconceptions immediately, and to assess the depth of student understanding of key
concepts.
Chapter 4 T23
CHAPTER 4:
Managing the
Investigative Experience
The Role of the Teacher in Inquiry-Based Instruction
Efective inquiry-based instruction requires the teacher to guide and facilitate laboratory
investigations, making the lab experience a vital, engaging component of the course
experience. You must be careful not to know (or reveal) the results of the experiments,
but rather be genuinely interested in student discoveries and conclusions. Te classroom
atmosphere should be one where students feel comfortable to observe, hypothesize,
predict, and explore new concepts. You must consider any constraints, such as the
following:
Space: Where, when, and how will the experiment be performed? Space is ofen
the limiting factor for student-directed, inquiry-based experiences, especially when
students extend the lab and begin to ask their own questions. Determine if parts of
the experiment can be performed outside the classroom. For example, plants can be
grown at home and brought in for the experiment in order to save space.
Experimental organism(s): Te experimental organism needs to be readily available.
For example, insects can be caught or cultured, and plants can be grown on site. Many
classrooms have resources for mice or snakes, but be aware of regulations involving
the care and safety of laboratory organisms. Some states have rigorous guidelines,
such as not using vertebrate animals for experiments in the classroom. You should
demonstrate a respect for all life and insist that your students do the same.
Access to materials and equipment: Students may need to coordinate the sharing of
materials and equipment, and/or coordinate with the teacher for access to specialized
equipment. Also, they may need to understand the permutations of a student-directed
lab, and the need for variations in materials.
You must also model the actions and behavior expected of students (e.g., wear safety
glasses or goggles when appropriate, admit when you do not know the answer to
a question, refer to books or websites to obtain information, ask questions, and
communicate clearly). In short, you should model inquiry as an ongoing, lifelong
process.
Conducting Inquiry-Based Labs
First, determine students prior skills and understanding of the key concepts that are
addressed in the lab. Most students come to AP Biology with some practical skills (e.g.,
using a balance, graduated cylinder, ruler, or microscope) and laboratory experience, but
the experience may have consisted of demonstrations or investigations with known or
expected outcomes, rather than investigations that were inquiry based. Te laboratory
exercises in this guide might begin with teacher-directed demonstrations of the
techniques involved, but lead to questions that students can investigate by designing and
conducting their own follow-up experiment(s). It is crucial that students not skip the
T24 Chapter 4
open inquiry part of the lab. A student who always stops afer the frst or second level has
not had a full lab experience, and will not have a strong sense of the nature of science.
Second, build up to the inquiry investigation, keeping in mind the four levels of
inquiry. It is not reasonable to think that every part of a particular lab in AP Biology will
be completely student directed. However, as written, the labs lead to a student-directed,
inquiry-based investigation(s). As a reminder, the levels of inquiry are as follows:
Confrmation: Students confrm a principle through an activity in which the results
are known in advance.
Structured: Students investigate a teacher-presented question through a prescribed
procedure.
Guided: Students investigate a teacher-presented question using student-designed/
selected procedures.
Open Inquiry: Students investigate topic-related questions that are formulated
through student-designed/selected procedures.
Te following table indicates whether the lab questions, procedures, and solutions are
teacher provided or student generated for each level of inquiry.
LEVEL OF INQUIRY QUESTION PROCEDURE SOLUTION
Conrmation Teacher provided Teacher provided Teacher provided
Structured Teacher provided Teacher provided Student generated
Guided Teacher provided Student generated Student generated
Open Student generated Student generated Student generated
AP inquiry instruction focuses primarily on the continuum between guided inquiry
and open inquiry. Some structured inquiry may be required as students learn particular
skills needed to conduct more student-directed forms of inquiry. Student activities that
support the learning of science concepts through scientifc inquiry in AP classrooms
may include reading about known scientifc theories and ideas, generating scientifcally
oriented questions, making predictions or posing preliminary hypotheses, planning
investigations, making observations, using tools to gather and analyze data, proposing
explanations, reviewing known theories and concepts in light of empirical data, and
communicating the results (National Committee on Science Education Standards and
Assessment and National Research Council 1996, Grady 2010, and Windschitl 2008).
Tird, start with familiar activities, especially if you and your students are just
beginning to use more student-directed, inquiry-based laboratory investigations.
For example, use common substances (such as tomatoes, apples, or radishes) and
have students make observations that lead to a question. Students typically can fnd
something interesting about something familiar within ten minutes of observation.
Follow up by having students develop a question about that observation. Questions
can be as simple as Where is the red color located in a tomato? and How do the colors of
a tomato change?, or How will I know if the tomatoes ripen faster? and How do I defne
ripen? Help students determine how they might go about investigating their questions.
Simple questions may lead to other questions and hypotheses that can be investigated
through experiments.
Chapter 4 T25
Preparing the Student
Model the inquiry process. As students begin their investigations, you can help them by
modeling inquiry as they work through their experimental design. Before students begin
the lab, you can ask them about the structure of their investigation. Discuss the following
terms:
Hypothesis: Te simplest form of a hypothesis is an If then format. Ask students
what they are trying to determine with their experiment, and how they will know
if their hypothesis is supported. For example, We know that tomatoes are fruits, that
many fruits produce ethylene, and that ethylene promotes fruit ripening. If tomatoes
produce ethylene, then placing them in a container that traps ethylene will cause the
tomatoes to ripen faster.
Procedure: Ask students for the reason behind the lab setup. Have them explain
how their procedure will answer the question posed by their hypothesis. Questions
to consider include What kind of information will the procedure give? How will the
information be provided? What about reproducibility? Are enough trials being done
to have confdence in the results? In the example above, a student could ask, How
many tomatoes do I need to use? What kind of container? Is the size of the container
important? How will I know if the tomatoes ripen faster?
Variables: What variables are being controlled? Many students know that controls
are necessary, but they do not really understand how to allow the manipulation of
just one variable at a time. Probe more deeply as to which variable is being controlled
and how. For example, in this investigation questions could be Do I need to control for
mass of the tomatoes, or volume of containers, or both? How?
Data collection: Provide sample data, if needed, and ask what the data mean and how
the results support an answer(s) to the question posed.
Claims and evidence: Students should make and justify claims about unnatural
phenomena based on evidence produced through reasoning and scientifc practices.
Afer the lab, explore with students the results of their investigation. Do the
discrepancies or results lead to more questions? What are they? Tese questions may
form the basis for additional independent follow-up experiments. With these follow-up
experiments, you can determine whether your students have acquired the practical skills
of measurement and use of equipment.
Teaching Techniques for Inquiry-Based Labs
Inquiry requires that students learn to ask questions, pursue answers, and understand
that instead of fnding answers, they may have more questions as the result of their
investigations. Te following sentences and phrases, taken from specifc free-response
questions in the AP Biology Exam that pertain to the lab experience, give a sense of
what students should know and be able to demonstrate afer completing a laboratory
investigation of their own design. Tese statements provide good prompts for teachers
to use as they guide students in their own inquiry. Tese phrases indicate what students
should understand and be able to demonstrate for each of their laboratory activities:
T26 Chapter 4
Explain the purpose of each step of your procedure.
Describe how you could determine whether
Summarize the pattern.
Choose one of the variables that you identifed, and design a controlled experiment
to test
Explain how the concept is used to account for .
Describe variables that were not controlled in the experiment, and describe how those
variables might have afected the outcome of the experiment.
Describe a method to determine
Indicate the results you expect for both the control and the experimental groups.
Describe the results depicted in the graph.
Describe the essential features of an experimental apparatus that could be used to
measure
Graph the data On the same axis, graph additional lines representing
(a prediction)
Chapter 5 T27
CHAPTER 5:
Teaching Quantitative Skills
in AP Biology
Which would you choose? A brain biopsy or a CAT/MRI scan? A vaccine for 90%+ of
the population with a risk of 0.001% sufering from side efects, or no vaccine at all?
Fresh vegetables sprayed with competing bacteria, or vegetables sprayed with sterilants
that are hazardous to ecosystems? To risk conviction of a crime based on a detectives
hunch, or to be acquitted based on evidence provided by DNA markers? Tese are
routine questions afected by the use of mathematics in science, including biology,
medicine, public health, and agriculture.
To have a rich foundation in biology, your students need to apply quantitative
methods to the study of biology. Tis is particularly true for a laboratory experience.
Quantitative reasoning is an essential part of inquiry in biology. Many mathematical
tools (e.g., statistical tests) were developed originally to work out biological problems.
Te pyramid of quantitative reasoning in biology (Figure 1), serves as a framework
to help design curricula and lesson plans that incorporate quantitative skills in the study
of biology. Tis framework is inspired by Blooms Taxonomy of cognitive development.
(Blooms starts with knowledge as basal, and then moves to comprehension, application,
analysis, synthesis, and fnally, evaluation.) It is hoped that this taxonomy will help you
organize your instructional strategies for introducing students to quantitative skills in
biology investigations.
Bio_Intro_Lab01_01
Counting/Measuring/Calculating
Graphing/Mapping/Ordering
Problem Solving
Analysis
Hypothesis Testing
Modeling
Figure 1. Pyramid of Quantative Reasoning
Tis chapter will focus on each of the levels of quantitative reasoning to provide you with
a framework to help develop various quantitative skills in biology. For many instructors,
quantitative skills were not part of their own background in biology. For this reason,
a few specifc examples of how quantitative skills inform various areas of biology are
included to provide background context. Te hope is that these examples will serve to
stimulate your own further investigations into quantitative biology with your students.
T28 Chapter 5
Counting, Measuring, and Calculating
Counting is one of the most common activities of biological observation, yet it is
ofen undervalued. For example, each of the following is a routine operation: counting
colonies on a petri plate, fruit fies with a particular set of traits, the number of rings in
a tree slice, the trichome hairs on a petiole of a Wisconsin Fast Plant, or the number
of stomata on a leaf. However, more difcult counts involve the number of individuals
in a population, such as ants in an anthill, the number of red blood cells in a milliliter
of blood on a hemocytometer slide, or the number of leaves on a tree. Tese counts
ofen involve sampling a subpopulation, using a technique such as capture-mark-
and-recapture, or employing a quadrat or transect in feld work followed by simple
calculations, such as the Lincoln-Peterson estimator
3
of population size. Encourage
students to develop and justify their own sampling procedures. Explore the strengths
and shortcomings of various sampling strategies and techniques in order to instill in
your students an understanding of the reasoning that goes into such decisions.
One of the fundamental quantitative expectations of biology teachers is to help their
students gain an appreciation for dimensions and the appropriate units of measurement.
Too ofen, students have learned mathematical skills without the context of units. It
is doubtful that you can overemphasize the importance of keeping track of units of
measurement. It is only through extensive practice with, and attention to, units in
calculations that a student begins to develop an intuitive understanding of scale between
various levels of biology. For example, the calculations in Investigation 10: Energy
Dynamics are relatively simple, but making sure that the units of energy and mass are
accounted for is ofen a challenge for students.
Students (and the general public) typically lack an intuitive understanding of
exponential processes, such as compounded interest, population growth, or radioactive
decay. Exponential processes abound in biology. Measurement of these processes ofen
involves log scales. We use a logarithmic scale for pH measurements, where a simple
0.3-unit change represents a fve-fold change in the concentration of hydrogen ions, or
a 2-unit change represents a one-hundred-fold change in the concentration of hydrogen
ions. Without an explicit connection to the logarithmic scale of pH measurement,
the student ofen develops an understanding of pH scale that is defcient and overly
simplistic a mental model that will not hold up if the student is asked to compare the
acidity of various soils or rain water, for example.
Serial dilutions are another example of a lack of student understanding; somehow it
seems counterintuitive to most students to add one mL of media to 9 mL of water to get
a 1-to-10 dilution. Or, if they compound two successive serial dilutions by adding 10 mL
to 1 mL, mix, remove a 1 mL aliquot, and then dilute with 10 mL of water, students will
get a 1-to-121 dilution instead of the 1-to-100 dilution they were anticipating.
Te point is to emphasize that mathematics underlies almost every biological
experiment performed, even before any analysis of results. Too ofen, laboratory
investigations are designed and implemented in a manner where most of these
preliminary calculations are done for the student. By having the students work through
these skills, you are laying the foundation for further work.
3 N = MC/R, where N = estimate of total population size, M = total number of animals captured
and marked on the frst visit, C = total number of animals captured on the second visit, and
R = number of animals captured on the frst visit that were then recaptured on the second visit.
Chapter 5 T29
Graphing, Mapping, and Ordering
Students need to graph diferent data sets, and graphing by scatter plots is an ordinary
scientifc activity (see Figure 2).
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Figure 2. Sample Scatter Plot Graph. Often we would like a straight-line relationship
between our predicted value (temperature) based on actual measurements of another
variable (number of chirps) and our observed value (temperature).
Te more data students graph, the sooner students begin to understand that certain
plot shapes or forms are easily associated with models that make it easier to infer
causal mechanisms. For example, a bell-shaped curve (see Figure 3) is associated with
random samples and normal distributions; a concave upward curve is associated with
exponentially increasing functions, such as occur in the early stages of bacterial growth;
an S-shaped curve is associated with a carrying capacity of the environment (a logistic
curve); and a sine-wave-like curve (see Figure 4) is associated with a biological rhythm.
Such shapes are quite familiar to a biologist, and with more frequent exposures, your
students will become familiar with these shapes and their biological implications.
T30 Chapter 5
Figure 3
Figure 4. A graph of circadian rhythms in Arabidopsis (Note the sinusoidal behavior over time.)
Time (hours)
Wild-type
(24-hour period)
toc1 mutant
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Chapter 5 T31
Mapping is an extremely important tool in biology from localization of organelles
in a cell to world mapping of biodiversity. Some of the easily adopted and adapted
activities that help students visualize relationships are (1) looking at the spread of a
disease, such as the West Nile virus arriving in New York City and then spreading across
the nation over the course of a few years (the data are available from the Center for
Disease Control in Atlanta, Georgia); (2) noting the rate of neonatal infant mortality
by country (the data are available from the World Health Organization); (3) looking at
international malnutrition (such data are available from the Worldmapper website); (4)
analyzing the location of hospitals with respect to socioeconomic status of residents in a
local community with GIS sofware, such as that available from the National Geographic
Society; (5) mapping bird nests in a park, or ant hills in an individual lawn; and (6)
noting intracellular location of organelles (easily mapped out with the use of fuorescent-
stained images and tools).
Another important skill is ordering, such as understanding the sequence of a protein
or a nucleic acid; the sequence of genes along a chromosome; the pecking order of a
hierarchically organized social group within a chicken coop; the trophic levels from
producers to primary, secondary, tertiary consumers in a food chain; or the substrate-
product series of metabolic pathways or signal cascades.
Problem Solving
Students learn to become good problem solvers by doing problem solving, rather than
just hearing or reading about how scientists solve problems. Tis requires a great deal
of practice, with students working on many diferent types of problems, such as (1)
determining the sequence of a nucleic acid from a series of overlapping fragments
generated by the use of fragments by restriction endonucleases; (2) determining the
frequency of an allele in a population from electrophoretic analysis of enzymes or DNA
fragments from several individuals; (3) determining the genotype of an individual given
its phenotype and the genotypes of several ancestors, such as parents or grandparents; or
(4) making the forensic identifcation of an individual using genetic markers. Even so-
called plug-and-chug problem solving, where students follow an algorithm or apply a
formula, helps students to develop an intuition about how sensitive or robust a model is.
Interactive sofware, which lets students vary parameters over wide ranges with multiple
variables and visualize results, provides a particularly efective tool to help students
better draw inferences about the ft of a particular model to a biological problem.
As you design your instruction, consider making a connection between game
strategies and problem-solving strategies. An excellent example is the game Mastermind,
where students develop strategies and methods to deduce the colors and sequence
of an unknown or hidden sequence of colored pegs (http://www.mah-jongg.ch/
mastermind/mastermind.html). Te goals of this game are directly applicable to
sequencing a protein or nucleic acid. Tus, an acid digestion of a protein followed
by column or thin layer chromatography can be used to determine the amino acid
composition (combination), while the use of a biochemical procedure can be used
to determine the sequence (permutation) of that same protein with that particular
composition.
T32 Chapter 5
As students work through various problems, it is important for them to discuss the
heuristics or algorithms that they are developing. Likewise, they should share visual
tools, such as concept maps, Punnett squares, forked-lined diagrams, pedigrees, maps,
graphs, trees, charts, and tables that help them identify goals, patterns, wrong avenues, or
blind alleys; eliminate possibilities; or search for alternatives.
Analysis
How does one prepare students for discovering meaningful patterns in the masses of
biological information that are readily available in public databases (and that grow
larger every day)? One such area emphasized in the current AP Biology laboratory
investigations is bioinformatics. In Investigation 3: Comparing DNA Sequences to
Understand Evolutionary Relationships with BLAST, students will use the Basic Local
Alignment Search Tool (BLAST) to collect information to construct cladograms.
A cladogram, also called a phylogenetic tree, is a visualization of the evolutionary
relatedness of species.
If we use BLAST to compare several genes and use the information to construct
cladograms, which parameters are likely to produce a relevant result? If we construct a
multiple sequence alignment, how much do we afect our result by our choice of what
counts as a chemically similar side chain of an amino acid in a protein? What if we
assign diferent penalties for opening or closing a gap, or use diferent length chains for
the size of gaps? Do the databases change sufciently in a given time, so that we get a
very diferent result from day to day? What if we use a diferent database? Is the database
well curated and annotated? Tese are all questions that are relevant to BLAST analysis,
or any study involving a public database.
One biologically important example that illustrates some of the quantitative issues
in constructing meaningful patterns from complex data sets is evolutionary tree
construction from nucleic acid or protein sequences. Phylogenetic analysis of human
mitochondrial DNA has allowed us to construct a history of human migration from
Africa, to track down the origins of AIDS, and to produce more efective fu vaccines.
Phylogenetic analysis is a particularly good mathematical tool to make sense of
enormous data sets. Working through this type of analysis allows students to evaluate
how the diferent biological assumptions of mutation rate, adaptation, conservation of
characters, parallelism, and convergence afect our construction and interpretation of
ancestry, or of any organism.
Do we construct phylogenetic trees from distances (measures of similarity or
diference of sequences) or characters (deletions, or structural features like alpha
helices)? It is important for students to develop their own metrics for determining the
distances between two or more sequences. Doing this allows students to see how the
sensitivity of our inference of similarity or dissimilarity is dependent upon the metric
used.
Every phylogenetic tree is a hypothesis. How do we interpret the tree? How many
trees could be constructed from the same data with a similar degree of ft? How do we
visualize a tree? Science education researchers have examined how students interpret
phylogenetic trees. Te mathematical distinction between geometry and topology
are particularly useful here. A tree is like a babys mobile, with various baby animals
dangling above the crib. We can swivel the mobile in the air, or lay the tree down fat
Chapter 5 T33
on a table without changing its topology the links are the same even though which
components are next to each other can vary greatly depending upon which nodes we
swivel. On the other hand, we can change the topology by simply switching which
pendant from which we hang a particular animal.
Te use of statistics is widespread in biology. Some examples include (1) examining
whether the heights or weights of individuals are normally distributed, (2) testing with
a chi-squared goodness-of-ft test whether the results of a dihybrid testcross ft a ratio
such as 1:1:1:1, (3) using a students T-test to see whether two distributions are diferent
from one another, (4) testing whether bird nests are randomly distributed spatially in
a prairie or woods, and (5) visually testing the correlation of two variables with linear
regression to infer whether a causal relationship might exist (with all of the precautions
of not confusing correlation and causation). Your students will employ some of these
uses of statistics in Investigation 2: Mathematical Modeling: Hardy-Weinberg. Powerful
statistical packages, spreadsheets, and many Web tools are readily available to compute
these statistics.
Tus, your focus should not be on teaching computation, but should instead be on
helping students develop the skills for using statistics to inform their investigations. For
example, students should select appropriate tests before data are collected in order to
inform experimental design. Tey should consider, for example, whether the sample size
is sufciently large to test the hypotheses, how to minimize type I (false positive) and
type II (false negative) errors, and whether outliers should be included. Statistics builds
on all of the counting, measuring, graphing, data mining, analysis, and problem solving
previously described; statistics also facilitates the development of keen judgment to deal
with the ambiguous and unwarranted assumptions that are typical of an investigation. As
with problem solving, it is essential that students practice and work with several diferent
types of problems that employ statistical analysis of data.
Hypothesis Testing
Hypothesis testing is informed with statistical analysis, which helps to distinguish
between multiple working hypotheses. Students just beginning to design and carry out
their own investigations tend to propose only a single hypothesis as a causal model.
However, nature is not always so cooperative. It is important that students, as they
develop more expert inquiry skills, learn to propose and investigate all possibilities for
a particular phenomenon wherever possible, and to design experiments to eliminate
all but one competing hypothesis. Within this manual there are several labs in which
students will engage in hypothesis testing. However, discrete examples for application
can be used to prepare students.
Heres an example: Leopard frogs have polymorphic patterns on their skins designated
as pipiens, mottled, burnsi, or kandiyohi phenotypes. How are these patterns inherited?
In a classic study, Steven C. Anderson and E. Peter Volpe (Anderson and Volpe 1958)
reported the results from experiments to determine how skin pattern is inherited in
leopard frogs.
Te segregation observed in the progeny of the cross, kandiyohi female x burnsi
male, was 15 kandiyohi, 11 burnsi, 10 pipiens, and 14 mottled burnsi (see Figure 5).
Te reciprocal cross, burnsi female x kandiyohi male, yielded 10 kandiyohi, 7 burnsi, 8
pipiens, and 5 mottled burnsi (see Figure 6). Neither of these ratios difers signifcantly
T34 Chapter 5
from 1:1:1:1 (p>0.70 in the former, p>0.50 in the latter). Te results are interpretable on
the basis that the parental kandiyohi and burnsi frogs in each cross were heterozygous.
Te p-values were calculated from a chi-square test for goodness of ft.
What is the underlying genetic causal model? Tere are actually two hypotheses that
could account for an observed ratio in the ofspring of a cross.
1. A one locus-three alleles model similar to the ABO blood type inheritance pattern.
Te Punnett squares in Figure 5 and Figure 6 display the results of this model.
Male
Female
kandiyohi
15
C
B
C
S
C
S
C
B
C
S
C
S
C
K
C
K
C
K
C
S
C
B
C
S
pipiens
10
mottled burnsi
14
burnsi
11
Male
Female
burnsi
7
C
K
C
S
C
S
C
K
F
S
C
S
C
B
C
B
C
B
C
S
C
K
C
S
pipiens
8
mottled burnsi
5
kandiyohi
10
GENOTYPE
C
B
C
K
C
B
C
B
C
B
C
s
C
K
C
K
C
K
C
s
C
s
C
s
PHENOTYPE
mottled burnsi
burnsi
burnsi
kandiyohi
kandiyohi
pipiens
Figure 5 Figure 6
2. A two locus-two alleles model (a more typical dihybrid cross). What if the two
parents were Aabb and aaBb (using a diferent notation)? If they are crossed, they
would have generated four genotypes (AaBb, Aabb, aaBb, and aabb) in a one-to-one-
to-one-to-one ratio.
Tere is a problem both hypotheses (1 and 2) can account for the data. How could
you challenge your students to resolve this issue? What kind of strategies or further
investigatiwon could distinguish between the two hypotheses?
Modeling
How does one teach modeling? In this lab manual, one of the exercises walks the
students through the steps necessary to begin developing a spreadsheet-based Hardy-
Weinberg population genetics model. Troughout this process, students will be making
claims and evaluating evidence in support of them, engaging in both reasoning and
rebuttal. It is important, though, that you work through these models beforehand to
get a feel for the process. To give you an idea of how you might approach modeling
instruction, the following is an example of the steps you could take to develop a model of
predator-prey cycles with students as a game and as a mathematical model.
Modeling from Words to Equations to Graphs
Te interaction of a predator and a prey population is a fairly straightforward biological
system to model because we can begin with a simple accounting of the birth and death
of each species. In the following example, there are four main stages: (1) constructing a
model game, (2) writing assumptions out as word equations, (3) abstracting the word
Chapter 5 T35
equations into arithmetic equations, and (4) generating a calculator or spreadsheet
graphic model of the game played over time. Aferward, there are the following
summative activities: (1) checking the model against real data, (2) considering
alternative models, and (3) recognizing the limitations of the model.
Part 1: The FOXRAB Game:
The Construction of a Model Game
Construct a game board by modifying a checkerboard/
chessboard with colored tape, so that it is divided into 16
sets of four cells (2 X 2) (see Figure 7). Tis represents the
environment. You will also need beans (or other markers) of
two diferent colors to represent Foxes and Rabbits.
Each team starts with a board and 20 beans of one color
(rabbits) and 20 beans of a second color (foxes).
Mix the bean populations thoroughly, and randomly
spread the beans around on the board. (Let students
determine how to randomly distribute their beans.)
Apply the rules of FOXRAB.
1. Rabbits reproduce (births): When a rabbit lands on a
dark blue square, add a rabbit.
2. Foxes die (deaths): When a fox lands on white square, remove it.
3. If a fox lands in a patch of four (outlined in green border) with a rabbit, then remove
the rabbit (death), and add a fox (birth).
4. Count the new number of foxes and rabbits afer these three steps.
5. For the next generation, remove all beans, mix the surviving beans thoroughly
together, and then randomly spread the beans around on the board again.
6. Repeat (iterate) this procedure numerous times to represent new generations.
Writing Out Assumptions as Word Equations
By looking at the board and game rules, since one-half of all space is covered by dark
blue squares, you can presume that one-half of all rabbits will reproduce in a given
generation. Similarly, since one-quarter of all space is covered by white squares, you can
presume that one-quarter of all foxes will die in a given generation. When a fox eats a
rabbit, increase the fox population by one and decrease the rabbit population by one.
During the process, the environment does not change in favor of one species, and the
genetic adaptation is sufciently slow. Te extent of interaction of the two populations
(how ofen a fox eats a rabbit) can be estimated by playing the board game many times.
Figure 7. The FOXRAB Game Board
T36 Chapter 5
Some less obvious assumptions that students may raise include a number of
assumptions about the environment and the behavior of each population, such as the
following:
Te prey population fnds ample food at all times.
Te food supply of the predator population (which makes fertility, reproduction, and
survival possible) depends entirely on the prey population.
Te rate of change of a population is proportional to its size.
Generally, these assumptions will not afect the basic generation of a model because they
are embedded implicitly.
Abstracting the Word Equations into Arithmetic Equations
Word equation (1): Te change in the rabbit population is equal to plus one-half the
original number of rabbits minus an estimate of the interaction between rabbits and foxes
in this environment.
Arithmetic equation (1): R = +(1/2)R
i
(1/40)R
i
F
i
Where R
i
is the initial number of rabbits and F
i
is the initial number of foxes, R is the
change in the size of the rabbit population.
Similarly, word equation (2): Te change in the fox population is equal to minus one-
quarter the original number of foxes plus an estimate of the interaction between rabbits and
foxes in this environment.
Arithmetic equation (2): F = -(1/4)F
i
+ (1/40)R
i
F
i
As before, F
i
is the initial number of foxes and R
i
is the initial number of rabbits.
Similarly, F is the change in the size of the fox population.
Generating a Calculator or Spreadsheet
Graphic Model of the Game Played over Time
Te next step of this model-building process would be to have the students create a
calculator or spreadsheet graphic model. Spreadsheets are particularly appropriate for
this work. Simply reinterpret the two arithmetic equations into a spreadsheet form to
calculate the change in the rabbit and the fox populations. If each row of the spreadsheet
represents a single generation, you can model multiple generations by using the results
from the previous row to calculate the next row, thereby iterating the same generational
process that students went through in the physical game version of the model.
Have the students construct a variety of graphs, such as the following, from the
spreadsheet or calculator results to develop a deeper understanding of the model:
Number of foxes vs. generation number
Number of rabbits vs. generation number
A combination of the two graphs (i.e., with two y-axes) to see coupled oscillations
A graph of foxes versus rabbits to examine/observe cycles
Chapter 5 T37
Some questions that you might pursue with students include the following:
1. What is the sensitivity to diferent initial conditions? (Tat is, starting with diferent
numbers of foxes and rabbits, what is the impact of slightly perturbing the system?)
2. If you start with the same numbers as in your frst experiment, do your results look
the same?
3. In reality, some rabbits and foxes may die, or be infertile for other reasons. Should
we treat such factors as random or not? How might we incorporate them into the
game versus in the model?
4. In general, how can we modify the above equations to make a model with the
realistic outcomes of the board game?
5. How does the model change if the board confguration changes?
Why Model?
Te following are fve pragmatic uses for models in biology
4
:
1. Simple models help biologists explore complex systems.
2. Models can be used to explore various possibilities.
3. Models can lead to the development of conceptual frameworks.
4. Models can make accurate predictions.
5. Models can generate explanations.
But why engage students in modeling? Te University of Wisconsins Project MUSE:
Modeling for Understanding in Science Education proposes that students work at the
following four levels of problem solving:
1. Model-Less Problem Solving
2. Model-Using Problem Solving
3. Model-Revising Problem Solving
4. Model-Building Problem Solving
Te MUSE taxonomy helps us recognize that as students learn to build models, they also
develop an enhanced ability to solve problems at an expert level, rather than at a novice
level. Students who use models develop a much better sense of epistemology (how do
we know that we know), and they are able to transfer their modeling insights to other
subject areas (Svoboda 2010). Te impact of working with models on student learning
makes modeling instruction well worth the time invested.
4 Jay Odenbaugh, Te strategy of model building in population biology, Biology and Philosophy
21 (2006): 607621.
T38 Chapter 5
CONCLUSION
Te pyramid model for quantitative reasoning in biology (see Figure 1) demonstrates
that there are various biological activities that are useful in many laboratory contexts
and student learning. However, from a teaching standpoint, it must be stressed that the
pyramid can be easily misconstrued as stressing activities at the bottom because that
portion of the pyramid is larger, or that the only goal is to get all students to be good
modelers. An alternative structure, such as the interconnected network, would be an
equally valid organizational tool (see Figure 8). It is realistic because all of the arenas
interact and reinforce one another. Furthermore, both students and scientists have
heterogeneous talents and interests that are crucial to the advancement of science.
Hypothesis Testing Modeling
Problem
Solving
Analysis
Counting/Measuring Graphing/Mapping
Figure 8. Interconnected Network. Quantitative reasoning in biology requires a series of
skills that simultaneously intersect and mutually support one another.
Mathematics is an essential element of improvement in biology education. Which would
you choose? A brain biopsy or a CAT/MRI scan? A vaccine for 90%+ of the population
with a risk of 0.001% sufering from side efects, or no vaccine at all? Fresh vegetables
sprayed with competing bacteria, or vegetables sprayed with sterilants that are hazardous
to ecosystems? To risk conviction of a crime based on a detectives hunch, or to be
acquitted based on evidence provided by DNA markers? Tese are routine questions
afected by the use of mathematics in biology, medicine, public health, and agriculture.
Will your students be prepared to address these issues as well as important global
problems afecting their futures?
Chapter 6 T39
CHAPTER 6:
Written, Verbal, and
Graphic Communication
For laboratory investigations to be positive learning experiences, students must be able
to communicate their experimental results to peers. Communication begins with small-
group or class discussions of the primary question(s) and possible means of exploring
answers. Tis tactic helps students understand the relationship among their hypotheses,
procedures, and results, while allowing them to consider potential sources of errors and
changes in methodology. Since many of the laboratory investigations described in this
guide contain suggestions for additional study, discussing a given experiment serves
as a launching pad for independent work, culminating in a formal presentation and
summative assessment.
Suggestions for presentations are described below. A combination of methods allows
for fexibility in the classroom; not all investigations merit a lab report, mini-poster, or
inclusion in a portfolio. However, students conducting an independent investigation,
either alone or in a small group, should learn how to organize and present their work
in an appropriate, formal manner. Students should be encouraged to choose a means
of presentation that efectively describes their question for investigation, background
information, hypothesis, experimental results, conclusions, and literature cited.
Regardless of the format in which students present their work, an opportunity for peer
review should be provided.
Peer Review
Peer review provides an opportunity for students to ask critical questions. Students
who question the work of others sharpen their own thinking skills in the process. Te
nature of the review can mirror what is called scientifc argumentation. It focuses on the
experimental design, data, and conclusions, but not on the personalities of the scientists.
At frst, students may need guidance, perhaps beginning with a list of questions (such as
the following) to consider as they review others work:
Equivalency of sources for comparison:
Is there the same amount of material (e.g., tissue) in each experiment?
How was the amount of material measured? Dry weight? Wet weight?
Was the activity (e.g., reaction) reported per unit measure?
Was the experimental procedure repeated several times?
Was the sample size sufcient?
Confounding variables:
What conditions were controlled in the experiment?
How were these conditions controlled?
Were any variables overlooked?
T40 Chapter 6
Results and conclusions:
Are the results signifcant? Do they support or refute the original hypothesis?
Are the results reproducible?
Are the conclusions supported by the data?
Are there alternative conclusions?
What additional questions can be asked that lend themselves to further investigation?
Diferent experiments will undoubtedly lead to diferent questions. However, knowing
that their work will be reviewed by peers will encourage students to plan and execute lab
investigations on their own.
Mini-Posters and Presentations
At scientifc conferences, many experiments are presented as posters. However,
requiring students to construct detailed posters for every lab investigation would be
very time consuming. An alternative is to have students prepare mini-posters that
confer a degree of authenticity to their investigative process, and incorporate peer
review. Te materials used to create mini-posters are easily accessible; students can
use fle folders and sticky notes rather than large poster boards. Mini-posters are an
efective way for students to articulate the essential elements of their research clearly
and briefy: title; abstract; introduction with primary question, background context, and
hypothesis; methodology; results, including graphs, tables, charts, and statistical analysis;
conclusions and discussion; and literature cited.
Poster work can be done by groups or by individuals. To conserve time, one strategy
is to divide the class in half by groups. Half of the groups stay with their posters to
explain their original work, while the other half play the part of a critical audience. To
guide this audience, the teacher provides a one-page rubric for scoring each poster. Tis
audience of evaluators circulates around the room, and afer a few rounds, the groups
switch places; the poster presenters become the critical audience, and the evaluators
become presenters. Before formal evaluation by the teacher, students revise their posters
based on peer review. More information can be found at http://www.nabt.org/
blog/2010/05/04/mini-posters-authentic-peer-review-in-the-classroom.
Lab Notebooks/Lab Portfolios
Notebooks and portfolios make for easy assessment of a students work. A lab notebook
should contain information necessary for making a formal report, including a prelab
experimental outline. Before students conduct their investigations, the teacher must
review each groups experimental design to identify any safety issues, and to ensure that
the student-directed investigation is challenging and aligns with the goals of inquiry
and conceptual context (Johnson 2009). Te prelab outline should contain the following
information:
Members of work group
Primary question for investigation
Background observations and contextual information
Hypothesis and rationale for the investigation
Chapter 6 T41
Experimental design strategies for testing hypothesis, using appropriate controls
and variables
Materials required
Safety issues
In addition, for each investigation the lab notebook should contain the following:
Results, including graphs, tables, drawings or diagrams, statistical analysis
Conclusions and discussion Was the hypothesis supported? What additional
questions remain for further investigation? Are there alternative interpretations or
conclusions?
References
Afer the initial lab, you may choose to evaluate laboratory notebooks randomly, thus
lessening the grading load. Such random checking keeps the responsibility on the
students to enter their work carefully and completely.
Portfolios typically contain representative work chosen by the student that shows
evidence of learning, plus a narrative by the student that refects on that evidence and
ties it together (Johnson 2009). A lab portfolio might contain fnished lab reports,
notes on individual projects, library research, essays, excerpts from exams, and
refections on particular lab experiences and the problems that were encountered, as
well as connections with other parts of the course, or a combination of these elements.
Although portfolios provide a means for the teacher to monitor students progress over
an extended period, fnding the time needed to help students learn to showcase their
work and to fnd an appropriate way to evaluate students work can present a challenge.
Lab Reports/Papers
A formal report, or paper, provides an efective method for students to organize their
work, and prepares them for doing research papers in scientifc journals. A formal report
would include several elements in addition to the information in the lab notebook,
such as an introduction that may be prefaced by an abstract, and perhaps a discussion
before the conclusion. Te introduction gives a context for the experiment, and the
discussion may include information from other sources that pertain to the experiment.
Advantages of this type of report include the experience in writing clearly, as well as the
opportunities for students to refect on their work. Many teachers use a rubric, such as
the following, for evaluation.
T42 Chapter 6
Sample Lab Report Rubric (100 points available)
TITLE - Concisely explains the purpose of the investigation (e.g., the
effect of additional nitrogen fertilizer on the growth rate of corn)
3 pts
ABSTRACT -A summary of the lab investigation
- Fewer than 100 words (This should mirror abstracts for articles
in scientic journals.)
3 pts
INTRODUCTION -Background information
- Purpose of the investigation; how the investigation answers a
specic question; curricular context
-Hypothesis(es) (if then)
5 pts
5 pts
5 pts
MATERIALS AND
PROCEDURES
-Materials/supplies listed
-Procedures clearly stated
5 pts
5 pts
RESULTS/DATA
COLLECTION/
ANALYSIS
- Data recorded in tables (tables titled, calculations completed)
-Graphs (X-Y and histograms) present
-Graphs titled
-Axes labeled correctly
-Statistical analysis
10 pts
10 pts
2 pts
3 pts
5 pts
CONCLUSIONS
AND
DISCUSSION
-Results summarized
-Errors identied
- Results compared to hypothesis and primary question
-Conclusions stated/results interpreted
-Suggestions for improvement
2 pts
2 pts
2 pts
10 pts
4 pts
QUESTIONS - What are questions for further investigation? What new
questions arise from the results of the investigation?
12 pts
LITERATURE
CITED
-Cited within write-up
-Accuracy of citation information
2 pts
2 pts
CORRECT USE
OF LANGUAGE
-Grammar
-Punctuation
-Spelling
1 pt
1 pt
1 pt
Students should complete the rubric, and hand this in with their report as a form of
self-analysis. You can then complete the rubric, and compare your critique with your
students.
Technology
Numerous sites are available for posting class data that produce a larger sample for
analysis, comparison of diferent conditions in the experiment, or collaboration between
students in diferent class sections or diferent schools. Wikispaces is one readily
available Web-based instrument, but your technology center may recommend others.
Chapter 7 T43
CHAPTER 7:
Making AP Biology Inclusive
for All Learners
Safety
All students, including those with learning diferences, must have the opportunity to
participate in the laboratory investigations. Te inclusion of students with special needs
can be implemented successfully when you are given proper materials to assist students
in the lab (as needed), and are provided with support from professionals who specialize
in various disabilities.
Te primary concern for teachers is the safety of students in the lab. Because you may
need to spend more time with a special-needs student, attention should be given to the
number of students you will supervise during lab activities. You should know and adhere
to the laboratory occupancy load limit. Tese limits are based on building and fre safety
codes, the size and design of the laboratory, the teaching facility, and chemical/physical/
biological hazards. Accidents are more likely to happen when limits are ignored. Having
special-needs students in the lab may require that the load limit be reduced to ensure
that you can give proper supervision to all students in the lab.
A team of educators (counselors, science teachers, special-education teachers, and
school administrators) should discuss reducing the teacher/student ratio. When needed,
teacher aides should accompany students in the lab. Special equipment should be made
available to assist the students, as recommended by the team of educators making these
decisions.
Accommodations
Both physical and nonphysical accommodations that enhance learning can be made
for students with special needs. Te most common special needs relate to (1) vision,
(2) mobility, (3) learning and attention, (4) hearing, and (5) health. Consultation with
educational professionals who specialize in the particular need is important. Awareness
of organizations such as DO-IT (Disabilities, Opportunities, Internetworking, and
Technology) can provide teachers with information about working in the laboratory/
classroom with students with special needs. Many students with learning issues have
individualized education programs (IEPs), which can guide the accommodations.
You may want to consider including the following suggestions:
Students with vision impairments might beneft greatly from enhanced verbal
descriptions and demonstrations. Lab equipment can be purchased with Braille
instructions, promoting independent participation for visually impaired students.
Students with visual challenges might also beneft from preferential seating that
allows them to see demonstrations more easily. If possible, you should provide
students with raised-line drawings and tactile models for illustrations. You might also
consider using technology to increase accessibility to the lab experience. For example,
video cameras attached to a computer or television monitor can be used to enlarge
microscope images.
T44 Chapter 7
Students who have mobility challenges may need a wheelchair-accessible feld site.
You should keep the lab uncluttered, and make sure that aisles are wide enough for
wheelchair movement. Students ofen can see a demonstration better if a mirror is
placed above the instructor. Lab adaptations are available for students with mobility
problems to assist them in most lab activities. You will need to know a students
limitations before planning a successful lab experience.
Students with hearing difculty might beneft from preferential seating near you
when you give demonstrations. It is also helpful to provide hearing-impaired students
with written instructions prior to the lab, and to use instructor captioning when
showing videos and DVDs.
Students who have learning and attention disabilities may need a combination of
oral, written, and pictorial instruction. Scafolding instruction increases learning,
and safety issues and procedural instructions may need to be repeated. Having
audio-taped instructions may be helpful to allow students to hear them as ofen
as needed for comprehension. Some students who have attention difculties need
frequent breaks to allow them to move around and refocus. Providing students with
preferential seating to avoid distractions is also helpful. Students with reading and
writing defciencies ofen require more time to prepare for lessons and to complete
the follow-up activities. Students with learning and attention disabilities sometimes
beneft greatly from the use of technology, such as scanning and speaking pens that
help with reading. Other students might beneft from using laptops to take notes
during class.
You should be knowledgeable of students with health issues, such as allergies
or insulin-dependent diabetes. Care should be taken to avoid risking a students
health because of exposure to chemicals or allergens while conducting laboratory
investigations.
Universal Design
Creating a laboratory environment that is universal in design should address most
concerns and accommodations for students with disabilities. In addition, most of the
suggested changes should improve learning opportunities for all students in the lab. You
should be proactive whenever possible by implementing accommodations, including the
following:
Providing both written and oral directions
Giving students adequate time to prepare for labs and to complete follow-up activities
Making the aisles wide enough for wheelchairs
Installing a mirror above the area where demonstrations are performed
Using tables that can be adjusted for height
Chapter 7/References T45
Developing a Community of Learners
You must foster the creation of a learning environment that includes and respects all
students. For example, creating cooperative learning groups provides students with the
opportunity to share their knowledge and skills, and to learn from each other. Tis is
particularly advantageous for special-needs students. An inclusive learning environment
also provides a variety of types of learning opportunities that accommodate diferences
in background knowledge, and address the needs of visual, auditory, and kinesthetic
learners.
Teachers may fnd it helpful to talk with students to discover frsthand what
accommodations they need to make their lab experience successful. By modeling
attitudes and behaviors expected from students, you can develop activities that help all
students build meaningful academic and personal relationships.
REFERENCES
Counsel of State Science Supervisors. General Lab Safety Recommendations.
n.d. Accessed September 8, 2010.
http://www.csss-science.org/recommendations.shtml
Ost, David H. 1987. Models, Modeling and the Teaching of Science and Mathematics.
School Science and Mathematics 87 (5): 363370.
Grady, J. 2010. Te Inquiry Matrix. Te Science Teacher 21 (1): 3237.
Johnson, A. D. 2009. 40 Inquiry Exercises for the College Biology Lab. Arlington, VA:
NSTA Press.
Lemone, P. 2007. GLOBE scientists blog: Measuring temperature using crickets.
http://www.globe.gov/fsl/scientistsblog/2007/10/05/measuring-temperature-
using-crickets
National Committee on Science Education Standards and Assessment and National
Research Council. 1996. National Science Education Standards. Washington, D.C.:
Te National Academic Press.
NSELA (National Science Education Leadership Association). 2009. Occupancy Loads
in School Science Laboratories. October 21. Accessed September 5, 2010.
http://www.nsela.org/index.php?option=com_
content&view=article&id=71:psoc cupan cy&catid=37:ps&Itemid=60
NSTA (National Science Teachers Association). Te Integral Role of Laboratory
Investigations in Science Instruction. n.d. Accessed September 5, 2010.
http://www.nsta.org/about/positions/laboratory.aspx
Olseon, Steve, and Susan Loucks-Horsley, eds. 2000. Inquiry and the National Science
Education Standards: A Guide for Teaching and Learning. Washington, D.C.:
Te National Academic Press.
T46 Chapter 7/References
Svoboda, Julia Marie. 2010. Modeling Science: Supporting a More Authentic
Epistemology of Science. PhD diss., University of California, Davis. ProQuest
(AAT 3422753).
University of Washington. 2009. Making Science Labs Accessible to Students with
Disabilities. March 3. Accessed September 8, 2010.
http://www.washington.edu/doit/Brochures/Academics/science_lab.html
Waterman, M., and E. Stanley. 2008. Biological Inquiry: A Workbook of Investigative
Cases for Campbell and Reece Biology. 8th ed. San Francisco, CA: Benjamin
Cummings.
Windschitl, M. 2008. What Is Inquiry? A Framework for Tinking About Authentic
Scientifc Practice in the Classroom. In Science as Inquiry in the Secondary Setting,
eds. J. Luf, R. L. Bell and J. Gess-Newsome, 120. Arlington, VA: NSTA Press.
Introduction S1
Introduction
GOALS OF THE LABORATORY INVESTIGATIONS
Knowing a collection of facts about biology is benefcial only if you can use that
information to understand and investigate a particular aspect of the natural world.
AP Biology lab investigations allow you to explore the natural world, and provide
opportunities for you to choose to study what interests you most about each concept.
Science is about the process of investigating, and should be a central part of your
experience in AP Biology. Performing labs also gives you insight into the nature of
science, and helps you appreciate the investigations and processes that result in the
collection of facts that your textbook and your teacher ofen present to you.
Tis suite of AP Biology laboratory investigations helps you gain enduring
understandings of biological concepts and the scientifc evidence that supports them.
Te investigations allow you to develop and apply practices and skills used by scientists.
You make observations, ask questions, and then design plans for experiments, data
collection, application of mathematical routines, and refnement of testable explanations
and predictions. As you work through your experiments, your teacher will ask
follow-up questions to assess how well you understand key concepts. Finally, you will
communicate your fndings and your interpretation of them to your classmates and
instructor(s).
For each investigation in this manual, you will fnd the following:
Background information and clear learning objectives for each investigation
Prelab questions, activities, sofware simulations, and other supplemental resources
Checklists of prior skills and skills that will be developed
Tips for designing and conducting investigations
Safety concerns
Lists of materials and supplies
Methods of analyzing and evaluating results
Means of communicating results and conclusions
Postlab questions and activities
Suggestions for extending the investigation(s)
Chapter 1 S3
CHAPTER 1:
What Is Inquiry?
How do we know what we know? Inquiry begins with observations you make about
the natural world a bare spot under a tree, a bird chirping repeatedly, or an unusual
spot on your skin. If you follow such observations by a question, such as What is
causing that?, you have begun an inquiry. Inquiry-based laboratory investigations allow
you to discover information for yourself, and model the behavior of scientists as you
observe and explore. Trough inquiry, you use a variety of methods to answer questions
you raise. Tese methods include laboratory and feld investigations; manipulation
of sofware simulations, models, and data sets; and meaningful online research. By
designing experiments to test hypotheses, analyze data, and communicate results and
conclusions, you appreciate that a scientifc method of investigation is cyclic, not linear;
each observation or experimental result raises new questions about how the world
works, thus leading to open-ended investigations.
Tere are four levels of inquiry that lead to the student question. It is not reasonable
to think that every part of a particular lab in AP Biology will be completely student
directed. However, as written, the labs lead to a student-directed, inquiry-based
investigation(s). Te four levels of inquiry are as follows:
Confrmation. At this level, you confrm a principle through an activity in which the
results are known in advance.
Structured Inquiry. At this level, you investigate a teacher-presented question
through a prescribed procedure.
Guided Inquiry. At this level, you investigate a teacher-presented question using
procedures that you design/select.
Open Inquiry. At this level, you investigate topic-related questions that are
formulated through procedures that you design/select.
As you work on your investigations, your teacher may walk around the room and ask
probing questions to provoke your thinking (e.g., How are you changing the temperature?
How are you recording the temperature?). Your teacher may also ask about data and
evidence (e.g., Is there an alternative way to organize the data? Is there some reason the
data may not be accurate? What data are important to collect? What are you hoping to
fnd out? How will you communicate your results?). Tis strategy will allow your teacher
to diagnose and address any misconceptions immediately.

Chapter 2 S5
CHAPTER 2:
Written, Verbal, and
Graphic Communication
Experimental results must be communicated to peers to have value. To understand the
relationship among your hypothesis, procedures, and results, you should frst take part
in an informal small-group or class discussion of the experiment, including possible
errors, changes in procedures, and alternative explanations for your data. Since many
of the laboratory experiences described in this manual contain suggestions for further
investigation, discussion of a given experiment can be a launching pad for independent
work, culminating in a formal written report, poster, or oral presentation. Some
possibilities for more permanent presentations are described below.
Mini-Posters and Presentations
At scientifc conferences, many experiments are presented orally or via posters. Posters
provide the advantage of clarity and brevity that articulate the essential elements of the
research. In a class, an alternative to the standard oral presentation or a full-sized poster
is a mini-poster session, which requires fewer materials and less time than a formal
presentation. You can include the most important elements of a full-sized poster, present
your work, and get feedback from your classmates in an informal setting. Te essential
elements of a mini-poster are as follows:
Title
Abstract
Introduction with primary question, background context, and hypothesis
Methodology
Results, including graphs, tables, charts, and statistical analyses
Conclusions, or your interpretation of your results based on your hypothesis
Literature cited
An example of a mini-poster session can be found at http://www.nabt.org/
blog/2010/05/04/mini-posters-authentic-peer-review-in-the-classroom.
Such a session allows you to evaluate information on your own, and then discuss it with
other students, mimicking authentic presentations and peer review.
S6 Chapter 2
Lab Notebooks/Portfolios
A lab notebook allows you to organize your work so that you have the information for
a more formal report. Your lab notebook should contain the information necessary
for making a formal report, which may include a prelab experimental outline with the
following information:
Members of work group
Primary question for investigation
Background observations and contextual information
Hypothesis and rationale for the investigation
Experimental design strategies for testing hypothesis, using appropriate controls
and variables
Materials required
Safety issues
Procedure in sufcient detail so that someone could replicate your results
In addition, your lab notebook should contain the following:
Results, including graphs, tables, drawings or diagrams, and statistical analysis
Conclusion and discussion Was the hypothesis supported? What additional
questions remain for further investigation?
References
A lab portfolio might contain fnished lab reports, notes on individual projects, library
research, refections on particular lab experiences, and connections with other parts of
the course, or a combination of these elements as requested by your teacher.
Lab Reports/Papers
A formal report or paper provides an efective method for you to organize your work,
and mimics papers in scientifc journals. Your teacher might provide a rubric for what
information should be included. Tis type of report gives you writing experience
and opportunities to refect on your work. (Refer to page 10 for tips on constructing
informative graphs to include in your report.) Te writing center at the University
of North Carolina has published an excellent guide for writing lab reports. Find it at
http://www.unc.edu/depts/wcweb/handouts/lab_report_complete.html.
You also can see a good example of a descriptive lab report, Examination of
Protozoan Cultures to Determine Cellular Structure and Motion Pattern, at http://
www.ncsu.edu/labwrite/res/labreport/sampledescriptlab.html.
Chapter 3 S7
Technology
Tere are numerous websites for posting class data, which can then provide a
larger sample for analysis, comparison of diferent conditions in the experiment, or
collaboration between students in diferent class sections and diferent schools. Your
schools technology or media center personnel may recommend appropriate Web-based
options.
Graphs
A graph is a visual representation of your data, and you want your graph to be as clear
as possible to the reader for interpretation. First, you have to decide whether to use a
scatter plot in order to draw a best ft line through data points, a bar graph, or some
other representation with appropriate units. Use a line graph if your data are continuous
(e.g., the appearance of product over time in an enzyme reaction). If your data are
discontinuous (e.g., the amount of water consumption in diferent high schools), use a
bar graph. Your teacher might have other suggestions.
A graph must have a title that informs the reader about the experiment. Labeling
a graph as simply Graph Number Four doesnt tell the reader anything about
the experiment, or the results. In comparison, the title Te Efect of Diferent
Concentrations of Auxin on Root Growth tells the reader exactly what was being
measured. Make sure each line or bar on your graph is easily identifable by the reader.
Axes must be clearly labeled with units.
Te x-axis shows the independent variable. Time is an example of an independent
variable. Other possibilities for an independent variable might be light intensity, or
the concentration of a hormone or nutrient.
Te y-axis denotes the dependent variable, or what is being afected by the condition
(independent variable) shown on the x-axis.
Intervals must be uniform. For example, if one square on the x-axis equals
fve minutes, each interval must be the same and not change to ten minutes or
one minute. If there is a break in the graph, such as a time course over which
little happens for an extended period, note this with a break in the axis and a
corresponding break in the data line.
For clarity, you do not have to label each interval. You can label every fve or ten
intervals, or whatever is appropriate.
Label the x-axis and y-axis so that a reader can easily see the information.
S8 Chapter 2
More than one condition of an experiment may be shown on a graph using diferent
lines. For example, you can compare the appearance of a product in an enzyme reaction
at diferent temperatures on the same graph. In this case, each line must be clearly
diferentiated from the others by a label, a diferent style, or color indicated by a key.
Tese techniques provide an easy way to compare the results of your experiments.
Be clear as to whether your data start at the origin (0,0) or not. Do not extend your
line to the origin if your data do not start there. In addition, do not extend your line
beyond your last data point (extrapolation) unless you clearly indicate by a dashed line
(or some other demarcation) that this is your prediction about what may happen.
For more detailed information about graphs, see Appendix B: Constructing Line
Graphs.
Chapter 3 S9
CHAPTER 3:
Quantitative Reasoning
in AP
Biology
Which would you choose? A brain biopsy or a CAT/MRI scan? A vaccine for 90%+ of
the population with a risk of 0.001% sufering from side efects, or no vaccine at all?
Fresh vegetables sprayed with competing bacteria, or vegetables sprayed with sterilants
that are hazardous to ecosystems? To risk conviction of a crime based on a detectives
hunch, or to be acquitted based on evidence provided by DNA markers? Tese are
routine questions afected by the use of mathematics in science, including biology,
medicine, public health, and agriculture.
To have a rich foundation in biology, you need to include and apply quantitative
methods to the study of biology. Tis is particularly true for a laboratory experience.
Quantitative reasoning is an essential part of inquiry in biology. Many mathematical
tools (e.g., statistical tests) were developed originally to work out biological problems.
Mathematics can help biologists (and biology students) grasp and work out problems
that are otherwise:
Too big (such as the biosphere)
Too slow (macroevolution)
Too remote in time (early extinctions)
Too complex (human brain)
Too small (molecular structures and interactions)
Too fast (photosynthesis)
Too remote in space (life in extreme environments)
Too dangerous or unethical (how infectious agents interact with human populations)
Te laboratory investigations in this manual were chosen to provide you with an
opportunity to do biology to explore your own questions and try to fnd answers to
those questions. Many of the investigations provide a preliminary, guided exploration
to introduce you to a way of looking at a biology problem, or method for studying it,
providing just enough familiarity with the topics so that you can begin asking your
own questions and investigating them. An essential part of that exploration includes an
introduction to various quantitative skills mathematical routines, concepts, methods,
or operations used to interpret information, solve problems, and make decisions that
you will need in order to explore the investigative topic adequately.
Te quantitative skills youll apply as you carry out the investigations in this
lab manual are for the most part the same skills you have been acquiring in your
mathematics courses. For many of the skills required in these labs, you already
understand how to do the math, and these investigations simply extend the application
of those math skills. Your teacher can help to guide you as you supplement and review
the quantitative skills required for the various laboratory investigations in this manual.
S10 Chapter 3
To conceptually organize the scope and nature of the skills involved, refer to Figure 1:
Bio_Intro_Lab01_01
Counting/Measuring/Calculating
Graphing/Mapping/Ordering
Problem Solving
Analysis
Hypothesis Testing
Modeling
Figure 1. Pyramid of Quantitative Reasoning
Te fgure graphically organizes the quantitative skills featured in this lab manual. Te
skills labeled on the bottom of the pyramid are generally less complex, and require
the application of standard procedures. As you move up the pyramid, the applications
become more complex as you try to make sense out of data and biological phenomena.
One of the important lessons about quantitative reasoning is that real data are
messy. Te increasing complexity as you move up this pyramid does not necessarily
indicate that the mathematical operations themselves are more complex. Good, frst
approximations of mathematical models ofen require only simple arithmetic. Tis
chapter describes how the quantitative skills listed in the pyramid are applied when
answering questions generated by various lab topics in this manual.
Counting, Measuring, and Calculating
At this point in your education, you may not feel that counting, measuring, and
calculating represent much in the way of a skill. And youd be right in a theoretical
world. Te problem is that your investigation will explore the real world of biology, and
that is messy.
For example, Investigation 1: Artifcial Selection presents the problem of selection
of quantitative variation in a population of plants. You identify a trait that can be
quantifed (counted), and then measure the variation in the population of plants by
Chapter 3 S11
counting. Tis is not always as easy as it sounds. You will notice that some of the plants
in your population are more hairy than others, so this is the trait you select. What
do you count? All the hairs? Some of the hairs on specifc parts of the plant? On how
many plants? Afer observing one of your plants more closely, you see that it has very
few (if any) hairs, but another plant has hundreds. Tese hairs are small. You have a
limited amount of time to make your counts. How do you sample the population? Afer
discussion with your lab partner(s), you and your class decide to count just the hairs on
the frst true leaf s petiole (stalk attaching the blade to the stem) a much smaller and
more reasonable amount to count, but youll still need to work out whether or not it is a
representative sample.
Measuring phenomena in the real world presents similar challenges. Investigation
10: Energy Dynamics introduces you to energy dynamics by measuring the biomass of
growing organisms. How do you measure the mass of a small caterpillar? What about
the water in the organism? Is water included in biomass? It is your challenge to come
up with solutions to these problems, and to defne all measurements carefully so that
someone could measure in the same way you did and replicate the experiment. Perhaps
you could measure a quantity of caterpillars and sacrifce a few caterpillars to estimate
how much the wet mass of a caterpillar is biomass, and how much is water. You will
have to perform relatively simple calculations, including percentages, ratios, averages,
and means.
Nearly every lab investigation requires these kinds of operations and decisions. What
is diferent about this manual is that the decisions are up to you. Te manual doesnt
make the decisions for you. Tere are almost always a number of reasonable, productive
solutions to such problems. Make sure that your decisions are reasonable and provide a
good solution to the problem you are studying.
Precision needed in the experiment is also a consideration and a decision you have to
make. Increasing precision requires more time and resources. How precise do your data
need to be for you to support or reject your hypothesis?
Graphing, Mapping, and Ordering: Histograms of
Variation and/or Energy Flow Diagrams
To build on the previous two examples, consider how the data counted and measured
should be represented not numerically, but with graphs or diagrams. For example,
consider the examination of the variation of a quantitative trait in a population of plants.
How do you best represent these data? If you count the hairs (trichomes) in a population
of 150 plants, do you present each data point on a graph, or do you compile the data
into an overall picture? If all data points are the same, then there would be no need to
present data graphically, but the messy reality is that the counts likely could vary from 0
to more than 50 hairs per plant. For this reason, a histogram (see Figure 2) is ofen used
to represent the variability and distribution of population data.
S12 Chapter 3
Trichome Numbers
Trichome Distribution: Second Distribution
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30
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15
10
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Figure 2. Trichome Distribution: Second Distribution
In a histogram, the data are organized into bins with a defned range of values. For
example, for the hairy plants the bin size might be 10 hairs, and bins defned in this
manner might include 110 hairs, 1120 hairs, 2130 hairs, and so on. You simply count
the number of plants that fall into each bin, and then graph the distribution as a bar
graph or in this case, a histogram. Tere are several challenges and decisions youll
have to make where your quantitative skills will be tested. For instance, what should
you do about plants with 0 plant hairs? Do you include a separate bin for this one plant?
How do you know what the correct bin size is? It is usually best to try several bin
sizes, but youll have to make the decision which bin size best captures the nature of the
variation you are working with messy.
Creating Diagrams, Charts, and Maps
Biology is the study of systems at several levels of organization, from molecules and
cells to populations and ecosystems. When exploring a topic, such as energy dynamics
in Investigation 10, creating a chart or map can help you to logically defne the system
components and the fows between those components, while simplifying a very
complicated process. Creating such a chart is an exercise in logic and graphic design.
Such a graphic representation of your work helps to communicate your thinking, and
organizes your analysis and modeling structure. Figure 3 is one model of how a disease
might infect a population.
Chapter 3 S13
Transmission Recovery
Recovered and
Resistant Individuals
Infected
Individuals
Susceptible
Individuals
Figure 3. A Diseases Infection of a Population
Your teacher may have suggestions on investigations of graphic representation methods
you may want to employ to summarize your data and thoughts.
Problem Solving
All sorts of questions and problems are raised and solved during biological
investigations. Such questions include the following:
What is the inheritance pattern for a particular trait?
What is the critical population size that will ensure genetic diversity in an isolated
population?
How are genes linked to each other on the same chromosome?
How ofen do spontaneous mutations occur in a species of yeast?
What is the Q
10
temperature coefcient
1
for invertebrates in the Arctic?
How does a change in ambient temperature afect the rate of transpiration in plants?
How can the efciency of transformation be calculated in bacteria exposed to
plasmids containing a gene for antibiotic resistance?
Problem solving involves a complex interplay among observation, theory, and
inference. For example, say that for one of your investigations you explore a typical
dihybrid genetic cross like one you may have studied earlier in an introductory
biology course. Tis time, however, you collect data from the F2 generation, and note
four diferent phenotype combinations (observation). You count the number of each
combination. Using your understanding of the role of chromosomes in inheritance,
you work to make a theoretical prediction of what your results might be assuming
independent assortment of genes (hypothesis). However, you fnd that the observed
results dont quite match your expected results. Now what? Youve been using
quantitative thinking, and now it is time to extend the thinking into possible solutions
to this problem.
1 Q
10
temperature coefcient: a measure of the rate of change of a biological or chemical
system as a consequence of increasing the temperature by 10 C.
S14 Chapter 3
In this case, the deviation from expected may be due to random chance, or it may
be due to a phenomenon known as linkage, where two genes are located close together
on the same chromosome instead of on separate chromosomes. Tere is not enough
space here to fully explore the strategies for solving such a problem, but realize that
the challenge requires a diferent level of commitment on your part to work through
the problem and solve it. Instead of the instructions for each lab investigation walking
you through such problems step by step, this manual provides you with opportunities
to explore problems you can solve on your own, which will give you a deeper learning
experience.
Analysis
When you start to design your own investigations to answer your own questions, you
may fnd that appropriate and adequate data analysis is a challenge. Tis is the result of
having done too many investigations that have the analysis scripted for you. From the
very frst inkling of the question that you plan to investigate, you also should consider
how you plan to analyze your data. Data analysis describes your data quantitatively.
Descriptive statistics help to paint the picture of the variation in your data; the central
tendencies, standard error, best-ft functions, and the confdence that you have collected
enough data. Analysis helps you to make your case when arguing for your conclusion
that your data meet accepted standards for reliability and validity. Data analysis
is complex. Obviously, there is not enough space in this overview to do the topic
justice, but do not let this deter you. Data analysis is an essential component of each
investigation in this manual, and is integral to the communication process. Your teacher
will be a valuable guide in this process.
Hypothesis Testing
In the investigations in this manual, you are asked to modify your question into an
appropriate hypothesis. Your experimental design should provide evidence that will help
you to conclude whether or not your hypothesis should be accepted. Part of the evidence
needed to produce such a conclusion is based on a number of statistical tests that are
designed for specifc situations. You may be familiar with a statistical hypothesis test,
such as a chi-square test or a T-test. Tese tests can help you to determine probability
that the data you have sampled are signifcantly diferent from a theoretical population.
Youve undoubtedly read about such tests, as they are applied when testing new drug
treatments or medical procedures. Your teacher can help guide you as you select the
methods appropriate to your study. Deciding on the appropriate methods for hypothesis
testing (statistical tests) before you carry out your experiment will greatly facilitate your
experimental design.
Chapter 3 S15
Modeling
Not all biological research involves wet lab investigations
2
. Investigations also can
involve a quantitative model. Quantitative models are ofen computer based. Tinking
about and developing computer models may seem to be a new way of thinking and
doing biology, but actually youve been constructing mental models of biological
phenomena since you frst began your study of biology. Models are simplifcations of
complex phenomena, and are important tools to help drive prediction and identify the
important factors that are largely responsible for particular phenomena.
To develop a mathematical model, you must frst defne the relevant parameters or
variables. For example, if you were creating a model of disease in a population, you
might divide the population into three components: the part of the population that is
susceptible but not infected, the part of the population that is infected, and the part of
the population that has recovered from the disease. Te probability of transmitting the
infection and the probability for recovery are important parameters to defne as well.
Te next step would be to graphically defne these parameters and their relation to one
another, as you did previously (see Figure 3).
With this graphic, you can imagine word equations that step through the process of
a disease cycle in a population. Tese word equations can then be interpreted into the
language of a spreadsheet to get something like Figure 4.
Figure 4. A Disease Cycle in a Population
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2 Wet lab investigation: laboratories in which chemicals, drugs, or other material or biological matter
are tested and analyzed requiring water, direct ventilation, and specialized piped utilities, as opposed
to a computer-based lab.
S16 Chapter 3
Models help to provide insight and guidance for an investigation. Tey help to focus
the investigation on parameters that are most infuential. Models have to be checked
against real data. Te assumptions and the limitations of any model should be explicitly
articulated. Building models is a challenge, but it is a challenge that, when met, pays
very large dividends in learning.
REFERENCES
Johnson, A.D. 2009. 40 Inquiry Exercises for the College Biology Lab. Arlington, VA:
NSTA Press.
http://shodor.org/succeed/curriculum/apprenticeship/Modeling/Excel/LessonPlan2/
Microsof Excell II activity, Project Succeed workshops, Shodor.
Waterman, M., and E. Stanley. 2008. Biological Inquiry: A Workbook of Investigative
Cases for Campbell and Reece Biology. 8th ed. San Francisco, CA: Pearson/Benjamin
Cummings.
Big Idea 1 T47
Big
Idea
1
Evolution
E
volution drives the diversity and unity of life. Supported by evidence from many
scientifc disciplines, Darwins theory of evolution states that heritable variations
occur in individuals in a population; because of competition for resources,
individuals with more favorable phenotypes are more likely to survive and reproduce,
thus passing traits to ofspring. Te number of surviving ofspring in a population is a
measure of evolutionary success.
Te long-term survival of a species depends on a diverse gene pool because the
environment acts upon phenotypes through natural selection. Sources of genetic
variations include mutations in DNA, recombination of genes during meiosis, and
human-directed processes, such as artifcial selection and genetic engineering. However,
does genetic variation guarantee that a population will evolve? One way to test if a
population is evolving is to apply mathematical procedures to calculate changes in allele
and genotype frequencies.
According to the Hardy-Weinberg equilibrium principle, if a population meets
certain requirements, the frequencies of alleles and genotypes will remain constant from
generation to generation. By calculating the genetic makeup of a population that is not
evolving, based on evidence of a certain gene locus, that scenario can be compared to
data from a real population. Diferences may suggest that the real population is evolving
and then the question is What is causing that evolution to occur?
One way to investigate evolutionary events is by comparing genome sequences from
diferent species; more closely related species share more similarities in their DNA
sequences. Phylogenetic trees and cladograms model evolutionary history, and represent
traits that are either derived or lost because of natural selection. Cladograms can be
constructed by using computer programs that measure relatedness among organisms
and refect current and emerging knowledge.
Te suite of inquiry-based investigations in big idea 1 provides opportunities for
students to ask questions, and explore answers, about evolution and the role of heritable
information in the continuity of life (big idea 3).
SYNOPSES OF THE INVESTIGATIONS
Students have limited opportunities to explore real-time natural selection with
multicellular organisms, and many laboratory investigations that model the process are
either computer-based or structured simulations.
Investigation 1: Articial Selection provides an alternative for
students to investigate artifcial selection. Just as Darwin relied on artifcial selection in
domesticated farm animals to make his case in On the Origin of Species, students explore
possible advantages or disadvantages that selected traits might confer on individuals
in diferent environmental conditions. Because artifcial selection experiments require
a relatively large population with ample phenotypic variation, the frst step of the
investigation is conducted at the class level, and begins with questions that center on
artifcial selection in agricultural crops and well-known examples of natural selection
T48 Big Idea 1
and evolution, such as antibiotic resistance in bacteria (big idea 3). Once students
identify the common features of these events (selection, rapid changes in populations,
and genetic variations), they design and conduct a selection experiment based on
observable traits in Wisconsin Fast Plants growing in the classroom. Tese quantitative
traits include number of trichomes (plant hairs) and plant height. Students may beneft
from having an understanding of evolution and natural selection prior to beginning this
investigation.
Investigation 2: Mathematical Modeling: Hardy-Weinberg is
a revision of Laboratory 8 (Population Genetics and Evolution) in the 2001 AP Biology
Laboratory Manual. Students ofen fnd the study of population genetics challenging
because most lab simulations in which students try to manipulate a population that is
evolving are fawed, as the population is so small that genetic drif swamps any factors
that promote evolution. Fortunately, the complexity of evolution in populations is
illuminated by relatively simple mathematical equations, several of which are based on
the Hardy-Weinberg (H-W) equilibrium formula. In this revised investigation, students
manipulate data using a computer spreadsheet to build their own mathematical models
derived from H-W to investigate allele inheritance patterns in a theoretically infnite
population with inherent randomness. Students should begin this investigation afer
they have studied Mendelian genetics and have a solid understanding of alleles and
genes, perhaps just as they start studying evolution.
In Investigation 3: Comparing DNA Sequences to Understand
Evolutionary Relationships with BLAST, students use BLAST (Basic
Local Alignment Search Tool) to compare several genes from diferent organisms, and
then use the information to construct a cladogram (i.e., phylogenetic tree) to visualize
evolutionary relatedness among species. Te feld of bioinformatics merges statistics,
mathematical modeling, and computer science to analyze biological data; entire genomes
can be compared quickly to detect genetic similarities and diferences. Identifying
the precise location and sequences of genes not only allows us to better understand
evolutionary relationships among organisms, but it also helps us to better understand
human genetic diseases. Te investigation covers concepts that pertain to genetics (big
idea 3), as well as evolution.
Big
Idea
Investigation 1 T49
Evolution
1
INVESTIGATION 1
ARTIFICIAL SELECTION
Can extreme selection change expression of a
quantitative trait in a population in one generation?
BACKGROUND
Tere are only a few possible laboratories available and appropriate for the high school
classroom environment that can explore real-time natural selection with multicellular
organisms. For reasons of time and resources, trying to measure natural selection is
problematic. Many lab investigations that help students derive an understanding of
natural selection are either computer simulations or structured simulations. However,
a promising alternative is to have the students study and carry out an artifcial selection
investigation using Wisconsin Fast Plants (Brassica). Just as Darwin relied on examples
of artifcial selection in cattle, domestic pigeons, and other farm animals to make his case
in On the Origin of Species, students can gain important insights into natural selection
by studying artifcial selection. In addition, this particular investigation on artifcial
selection provides an easy transition into student-generated explorations that look for
possible advantages or disadvantages that selected traits might confer on individuals in
diferent environmental conditions.
For the frst part of the investigation, students will perform one round of artifcial
selection on a population of Wisconsin Fast Plants. First, they will identify and quantify
several traits that vary in the population and that they can quantify easily. Tey then will
perform artifcial selection by cross-pollinating only selected plants. Students will collect
the seeds, plant them, and then sample the second-generation population and see if it is
diferent from the previous one. Teir results will generate questions, and they will have
a chance to test their own ideas about how selection works.
T50 Investigation 1
PREPARATION
Per Class:
Lighting: light box systems (as per
the Wisconsin Fast Plants website,
http://www.fastplants.org)
Per Team/Student:
Growing system: reused plastic soda or
water bottles
Wicking: #18 nylon mason twine
Fertilizer: Miracle-Gro Nursery Select
All Purpose Water-Soluble Plant Food,
or Peters Professional with
micronutrients
Soil: Jify-Mix (soil mix, not potting
soil)
Vermiculite
Fast Plant seed (C1-122 works well
and provides some additional options
explained in Te Investigations; it can
be purchased through the catalog of
the Rapid Cycling Brassica Collection
[RCBC],
http://www.fastplants.org/ pdf/
rcbc.pdf. Other seed stocks, such as
standard Fast Plant seeds that can be
purchased from Carolina Biological or
Nasco, work as well.)
Bee sticks for pollination
Digital cameras to record the
investigation
Plastic magnifers
Laboratory notebook
Timing and Length of Lab
Te frst part of this investigation, Procedure, minimally involves growing one
generation of Wisconsin Fast Plants from seed to seed, followed by an additional 10-
day growing period for the second generation of plants. Te total time is approximately
seven weeks. Almost all days will be short, with students taking care of plants and
making notes. Occasionally, more time (5-10 minutes) will be needed for planting,
quantifying variation and selection, pollinating plants, and scoring the second
generation.
Te time needed to fully investigate questions generated by students in the second
part of the investigation will need to be determined by you and your students. As in the
frst part, much of the work in the student-led part can be carried out in a part-time
manner at the beginning and/or end of class. Another option would be afer school.
Safety and Housekeeping
When growing plants under lights, be careful to avoid any situation where water or
fertilizer could come in contact with the electrical wires.
Investigation 1 T51
ALIGNMENT TO THE AP BIOLOGY CURRICULUM
Tis investigation can be conducted during the study of concepts pertaining to natural
selection and evolution (big idea 1). As always, it is important to make connections
between big ideas and enduring understandings, regardless of where in the curriculum
the lab is taught. Te concepts align with the enduring understandings and learning
objectives from the AP Biology Curriculum Framework, as indicated below.
1A1: Natural selection is a major mechanism of evolution.
1A2: Natural selection acts on phenotypic variations in populations.
Learning Objectives
Te student is able to convert a data set from a table of numbers that refect a change
in the genetic makeup of a population over time and to apply mathematical methods
and conceptual understandings to investigate the cause(s) and efect(s) of this change
(1A1 & SP 1.5, SP 2.2).
Te student is able to evaluate evidence provided by data to qualitatively and
quantitatively investigate the role of natural selection in evolution (1A1 & SP 2.2,
SP 5.3).
Te student is able to apply mathematical methods to data from a real or simulated
population to predict what will happen to the population in the future (1A1 & SP 2.2).
Te student is able to evaluate data-based evidence that describes evolutionary
changes in the genetic makeup of a population over time (1A2 & SP 5.3).
Te student is able to connect evolutionary changes in a population over time to a
change in the environment (1A1 & SP 7.1).
ARE STUDENTS READY TO COMPLETE A SUCCESSFUL
INQUIRY-BASED, STUDENT-DIRECTED INVESTIGATION?
It is great to implement this investigation at the beginning of the year. Students need
minimal content background to begin this investigation and complete the frst part of
the lab. In general, students fnd this lab to be very accessible and enjoyable. For the most
part, skills are developed as the lab progresses. However, essential to the success of this
investigation is the students ability to make and record good observations. Tis is best
done in a laboratory notebook.
T52 Investigation 1
Skills Development
Te students can use this particular experience to build good laboratory notebook
skills. A lab notebook should demonstrate originality and refection while serving as
a record of the investigators work. Planting, quantifying variation, recording images/
drawings of that variation, maintaining plants, and recording results all make for prime
lab notebook subject matter. By tending their own population of plants each day and
recording daily observations, students develop their own particular style and rhythm of
writing in the lab notebook. Tese activities require only about 10 minutes of class time
and are essential to the student-led part of the investigation. While working through the
Procedure, students naturally generate questions regarding the traits they are working
with and the variations they observe. Ofen these questions are not recorded and are
soon forgotten. Encourage the students to record the questions that come to them as
they work intimately with these plants and to refect on those questions in writing.
Te instructor needs to decide when to start this investigation. Te students may
beneft from having an understanding of natural selection prior to beginning this lab,
but this lab might best be used to introduce the concept of natural selection. Tink about
how you wish to approach this as an instructor.
Potential Challenges
As with all long-term lab investigations, management of time and the calendar can be
challenging. To coordinate with school calendars, start the investigation on a Monday
or Tuesday. Make sure that the water reservoirs are full before every weekend. Keeping
track of multiple sections and their various plants can present a challenge as well. You
might want to consider smaller growth chambers for each class in order to keep the
diferent populations separate.
In general, most classrooms have minimal plant pests, but if your classrooms have
a large population of plants year-round, you may experience pest outbreaks in your
Fast Plants. Soapy water sponged on the plants controls some pests, such as white fies.
Insecticidal soap comes in ready-to-use spray or in concentrate, and it is safe to use
indoors. Another safe way to control insect pests is summer horticultural oil. Tere are
two kinds of summer oil, one extracted from neem seeds and one from citrus peels.
Mix them according to the package label directions. Another option is dusting plants
with diatomaceous earth, which is simply mined, powdered glass skeletons of marine
diatoms, you can control sof-bodied pests like aphids. Te powder is not harmful to
humans or pets.
With this size of plant population students can sometimes get in one anothers way
as they move plants in and out of growing areas. It is generally during these times that
plants are damaged. Take care to minimize the movement of the plants or develop a
system whereby the plants can be protected.
Trying to standardize trichome (plant hair) counting or measurement of other
variable traits is another challenge. Present students with questions that will help them
Investigation 1 T53
develop both a procedure for counting hairs and a method to ensure the fdelity of the
counts.
THE INVESTIGATIONS
Investigating biology requires a variety of skills. Te skills reinforced and introduced
vary across the laboratories in this manual. Te skills emphasized in a laboratory dictate
whether a prelab assessment is appropriate.
Tis particular investigation provides a lab environment, guidance, and a problem
designed to help students understand how populations of organisms respond to
selection. To gain the maximum beneft from this exercise, students should get started
and not do too much background preparation so that they can build understanding from
their own work.
To set the stage for student-centered investigations, consider presenting a number of
probing questions to the class that center on artifcial selection in agricultural crops
or inadvertent natural selection, such as antibiotic resistance and pesticide resistance.
Trough questioning, focus on the common features of these events: extreme selection,
rapid changes in populations, and preexisting variation in the population. Use questions
to help students recognize appropriate quantitative traits in plants that are growing in the
classroom. Likely youll need to ask questions to help students develop an understanding
of quantitative traits that are polygenic. Tey usually have little problem coming up with
a design for a selection experiment once they have an appropriate trait selected. In Fast
Plants, appropriate traits include number of trichomes, amount of purple anthocyanin,
and plant height.
Logistically, the frst part of the lab requires quite a bit of coordination and sharing of
duties among all students in the class. Artifcial selection experiments require a relatively
large population of plants with ample phenotypic variation. Te numbers involved
are not very workable for the individual student or even for a small group of students.
For this reason, it is recommended that the frst step of this lab be conducted at the
class level. Te minimal population size for part one is about 120180 plants per class.
Require each student in your class to care for enough plants to achieve this population
size. Tis size of population will generally express adequate phenotypic variation for
a trait, such as trichomes. Consider directing your students toward this trait because
trichomes are quantifable. Tere is no need to count every hair just a sample. One
possible sampling procedure would be to count the hairs along the edge of the right side
T54 Investigation 1
of the frst true leaf. (See the following document for more information about Fast Plants:
http://www.fastplants.org/pdf/activities/WFP_growth-development-06web.pdf.)
For the trichome trait, if the top 10% of hairy plants are selected, that will generate a
selected parent stock of about 1215 plants an adequate number to produce the seed
for the next generation.
Your students will need a magnifer to study trichomes. Dont be surprised if many
plants have few or no hairs. Te hairs are ofen more visible if backlit and held against
a dark background. Help your students develop a system to keep track of their counts.
Somehow they will need to mark each individual plant. One possible method is to record
the number of trichomes on a small plastic stake for each plant. Students record the
number of hairs on a stake and place it near the appropriate plant. (Stakes can be created
by cutting a plastic milk jug into 1 cm x 10 cm strips.)
As an instructor, you might consider utilizing Fast Plant seed stock C1-122 for this
investigation. Tis stock ofers a unique advantage in addition to expressing some
variation in hairiness. Tat is, it is heterozygous for two Mendelian traits, green/
light green leaves and with anthocyanin (purple stems) and without anthocyanin.
In other words, these are F1 plants from a dihybrid cross. By using this stock and
carefully managing the pollination and the ofspring, your class can begin two separate
investigations with one seed generation. Your class can investigate artifcial selection
with the quantitative trait of hairiness or stem color, and with the same plant population
you can raise an F2 generation of a dihybrid cross for a classical Mendelian investigation
on genetics. Te advantage is that the 90% of the population not selected for hairs can
continue to be grown by the individual students to produce an F2 generation. Te seed
from this cross can be used in a genetic cross demonstration/experiment, as described in
the Fast Plant publication Whos the Father?
(http://www.fastplants.org/pdf/WTF_di.pdf).
It is recommended that you build your own light racks and growing systems following
the instructions available from the Wisconsin Fast Plant website. However, complete
systems are available from supply companies. Light systems constructed by you are
generally more cost efective than commercial products and can be custom designed for
your room. Be sure to check with your school administration frst.
Allow students to grapple with the data analysis and ways they will report their data.
Refer students to Chapter 3 in their lab manual. In case they struggle, you might suggest
that they graph the frequency distribution of the trait (the number of plants within a
specifc interval) by constructing histograms like Figures 1 and 2 in their report.
Investigation 1 T55
Trichome Distribution
First Generation
50
40
30
20
10
0
0 15 610 1115 1620
Trichome Numbers
N
u
m
b
e
r

o
f

P
l
a
n
t
s
2125 2630 3135 3640 4145
Figure 1. Trichome Distribution: First Generation
Trichome Distribution
Second Generation
25
20
15
10
5
0
0 15 610 1115 1620
Trichome Numbers
N
u
m
b
e
r

o
f

P
l
a
n
t
s
2125 2630 3135 3640 4145
Figure 2. Trichome Distribution: Second Generation
For the frst part of the investigation, you might want to have students or student groups
develop individual online or digital presentations of the compiled work on artifcial
selection. While the class shares results and data collection methods, the data analysis
and presentation of results are still the responsibility of the individuals or groups. Tis
work would be enhanced if illustrated with digital images taken by students over the
course of the selection experiment. Te true summative assessment for this work will be
revealed in the quality of the questions and work that the students propose for the fnal
part of the investigation.
Consider having the students construct and present miniposters that represent their
research as a summative assessment. First, have them present and defend posters to each
other and provide peer review. Encourage the students to utilize the same rubric that
T56 Investigation 1
you choose to evaluate their research project. Give them an opportunity to modify their
posters before you evaluate the work with the same rubrics. (See the following website
for a description of miniposters and the peer review process: http://www.nabt.org/
blog/2010/05/04/mini-posters-authentic-peer-review-in-the-classroom/.)
Miniposters have an advantage over traditional posters by not requiring quite so
much time. If the students are working in research teams, you might consider emulating
a professional societys poster session. When students put in this amount of work, it is
appropriate to display their work publicly. Displaying posters in the science hall is an
excellent way to provide a sense of authenticity to the research.
An essential component of this investigation is to take it beyond the simple selection
experiment. With the skills and knowledge gained in the selection experiment, students
should be able to design new experiments to investigate the adaptive characteristics
of the trait they studied particularly if they selected for a quantitative trait like
trichomes. For instance, they could select for the amount of purple color in the plants.
Tis would involve students designing a system that would quantify color and look into
the possible function(s) of purple pigment. Te Supplemental Resources section includes
the descriptions of a number of very accessible investigations related to the work that
students conduct in the frst part of the lab. Encourage students to explore concepts such
as phenotypic plasticity or herbivore responses to trichomes. Cabbage white butterfy
(Pieris rapa) larvae make a good herbivore for such a study.
A commonly asked question is Why do these plants produce these small hairs? It must
take energy to produce the hairs. Is there an environment in the natural world where the
hairs might serve as an advantage for those plants that express them? Tis is the start of a
hypothesis that students can investigate.
Students may have other questions to investigate as well. Tey should start with a
question of their own regarding hairs or some other variable quantitative trait, such as
plant height, stem color, or fower number. For instance, in a closely related plant, one
investigation demonstrated that herbivore damage early in the plants development led to
increased trichome numbers in later leaves. Could herbivore damage infuence the hairy
trait expression?
Several hypotheses have been proposed as a possible explanation for the role that
trichomes play. One hypothesis is that trichomes provide a degree of protection from
herbivores either by discouraging herbivores, such as insect larvae, or by discouraging
egg laying. A common herbivore that feeds on Fast Plants is the cabbage white butterfy.
Students could choose a question related to the trichomes and their importance to a
plant, such as one that explores the relationship between herbivory and hair production,
or they could choose a diferent trait and design and carry out an investigation to answer
a question related to it.
Investigation 1 T57
Te following resources are presented to provide students and teachers with examples
of research that focus specifcally on the concepts and organisms in this laboratory.
Te hope is that students and teachers will fnd inspiration for their own work in these
references.
Agrawal, A. A., S. Y. Strauss, and M. J. Stout. 1999. Costs of Induced Responses and
Tolerance to Herbivory in Male and Female Fitness Components of Wild Radish.
Evolution 53, no. 4 (August): 10931104.
Agren, Jon, and Douglas W. Schemske. 1993. Te Cost of Defense Against Herbivores:
An Experimental Study of Trichome Production in Brassica rapa. Te American
Naturalist 141, no. 2 (February): 338350.
. 1994. Evolution of Trichome Number in a Naturalized Population of Brassica
rapa. Te American Naturalist 143, no. 1 (January): 113.
Bidart-Bouzat, M., Gabriela, Richard Mithen, and May R. Berenbaum. 2005. Elevated
CO
2
Infuences Herbivory-Induced Defense Responses of Arabidopsis thaliana.
Oecologia 145, no. 3 (September): 415424.
Callahan, Hilary S. 2005. Using Artifcial Selection to Understand Plastic Plant
Phenotypes. Integrative and Comparative Biology 45, no. 3 (June): 475485.
Handley, R., B. Ekbom, and J. Agren. 2005. Variation in Trichome Density and
Resistance Against a Specialist Insect Herbivore in Natural Populations of Arabidopsis
thaliana. Ecological Entomology 30, no. 3 (June): 284292.
Schmaedick, M. A., and A. M. Shelton. 2000. Arthropod Predators in Cabbage
(Cruciferae) and Teir Potential as Naturally Occurring Biological Control Agents
for Pieris rapae (Lepidoptera: Pieridae). Canadian Entomologist 132, no. 5 (October):
655675.
Siemens, David H., and Tomas Mitchell-Olds. 1998. Evolution of Pest-Induced
Defenses in Brassica Plants: Tests of Teory. Ecology 79, no. 2 (March): 632646.
Sleeman, Jonathan D., and Susan A. Dudley. 2001. Phenotypic Plasticity in Carbon
Acquisition of Rapid Cycling Brassica rapa L. in Response to Light Quality and Water
Availability. International Journal of Plant Sciences 162, no. 2 (March): 297307.
Strauss, Sharon Y., David H. Siemens, Meika B. Decher, and Tomas Mitchell-
Olds. 1999. Ecological Costs of Plant Resistance to Herbivores in the Currency of
Pollination. Evolution 53, no. 4 (August): 11051113.
Traw, M. B., and T. E. Dawson. 2002. Diferential Induction of Trichomes by Tree
Herbivores of Black Mustard. Oecologia 131, no. 4 (May): 526532. DOI: 10.1007/
s00442-002-0924-6.
Williams, Paul H., and Curtis B. Hill. 1986. Rapid-Cycling Populations of Brassica.
Science 232, no. 4756, New Series (June 13): 13851389.
Big
Idea
Investigation 1 S17
Evolution
1
INVESTIGATION 1
ARTIFICIAL SELECTION
Can extreme selection change expression of a
quantitative trait in a population in one generation?
BACKGROUND
Evolution is a process that has existed throughout the history of life on Earth. One of
the key driving forces of evolution is natural selection, which is diferential reproduction
in a population some organisms in a population may reproduce more than others
and leave more viable ofspring in the next population or generation. Diferential
reproduction results in a population with a genetic makeup that is diferent from that
of the previous population. Tus, populations may change over time. Tis process of
change is evolution. With natural selection, environmental factors play a key role in
determining which organisms reproduce and how many of their ofspring survive.
In artifcial selection, humans determine which organisms reproduce, allowing some
individuals to reproduce more than others. What will happen to a population of these
organisms over time when exposed to artifcial selection?
For the frst part of this investigation, you and your classmates will perform one
round of artifcial selection on a population of Wisconsin Fast Plants. First, you will
identify and quantify several traits that vary in the population and that you can quantify
easily. You will then perform artifcial selection by cross-pollinating only selected plants.
Youll collect the seeds, plant them, and then sample the second-generation population
and see if it is diferent from the previous one. Your results will generate questions, and
you then will have a chance to test your own ideas about how selection works.
Learning Objectives
To investigate natural selection as a major mechanism of evolution
To convert a data set from a table of numbers that refects a change in the genetic
makeup of a population over time and to apply mathematical methods and
conceptual understandings to investigate the cause(s) and efect(s) of this change
To apply mathematical methods to data from a real population to predict what will
happen to the population in the future
To investigate how natural selection acts on phenotypic variations in populations
To evaluate data-based evidence that describes evolutionary changes in the genetic
makeup of a population over time due to changes in the environment
To design an investigation based on your observations and questions related to the
importance of a single trait in the life history of a plant
S18 Investigation 1
When growing plants under lights, be careful to avoid any situation where water or
fertilizer could come in contact with the electrical wires.
THE INVESTIGATIONS
Getting Started
In On the Origin of Species, Charles Darwin used artifcial selection the kind
of selection that is used to develop domestic breeds of animals and plants as a
way to understand and explain natural selection. Like natural selection, artifcial
selection requires variation in the population under selection. For selection to work,
the variations must be inheritable. To conduct artifcial selection, humans decide
on a specifc trait of a plant or animal to enhance or diminish and then select which
individuals with that desired trait will breed, producing the next generation and the next
population.
Materials
Lighting: light box systems (grow lights)
Growing system: recycled plastic soda
or water bottles
Wicking: mason twine
Fertilizer: Miracle-Gro Nursery Select
All Purpose Water-Soluble Plant Food
or Peters Professional with micronutri-
ents
Soil: Jify-Mix (soil mix, not potting
soil)
Vermiculite
Fast Plant seed (C1-122 works well
and provides some additional options;
it is heterozygous for two Mendelian
traits, green/light green leaves and with
anthocyanin [purple stems] and without
anthocyanin. Other seed stocks, such as
standard Fast Plant seeds, work as well.)
Bee sticks for pollination
Digital cameras to record the
investigation
Plastic magnifers
Laboratory notebook
Procedure
How will you know if artifcial selection has changed the genetic makeup of your
population? Tat is one of the questions you will be trying to answer. You then will have
a chance to test your own ideas about how selection works.
Investigation 1 S19
Plant Cultivation: First-Generation Plants
Step 1 Prepare growing containers. Go to the Wisconsin Fast Plants website and fnd the
instructions for converting small soda bottles into planting containers
(http://www.fastplants.org/grow.lighting.bottle.php). Plan to use one-liter
bottles or smaller. You can raise up to 6 plants per container.
Figure 1. Notice that the scissors are
cutting along the bottom of the bottle
curve. This provides better control.
Figure 2. Feed mason twine through a
small hole in the lid.
Figure 3. The growing systems are ready
for planting.
Figure 4. Soil is in place along with the
wicking.
S20 Investigation 1
Figure 5. Mix fertilizer one bottle cap
of fertilizer in eight liters of water. Wet
the soil gently until water drips from
the wicks. Then ll the reservoirs with
the dilute fertilizer solution. Plant the
seeds carefully about six to a bottle,
uniformly spaced on the surface, not
buried in the soil.
Figure 6. Cover with a light layer of
vermiculite. Place the reservoirs with
fertilizer water, seeds on the surface of
the soil, and a light layer of vermiculite
on the soil under the lights.
Step 2 Each day, check your plants and make sure that the reservoirs are full, especially
on Fridays. Tese reservoirs have enough volume to last a three-day weekend for small
plants.
As your plants grow, record your observations daily. Also try to identify a trait that you
could measure or observe reliably. Look for variation in the plants you are growing and
describe any you see in your notebook. Observe your classmates plants as well. Are
there also variations in their plants?
Note: Carefully read Steps 37 before the plants begin to fower.
Step 3 When the plants are about 7 to 12 days old (Figure 7), the class needs to choose 12
variable traits for artifcial selection. Several variable traits can work for this. Compare
your observations with those of other students. You want a trait that varies between
plants in a single bottle but also varies between containers. Te trait should not be
something that is Yes or No, but rather something that varies within a range. Tat is,
look for traits that you can score on a continuum (length, width, number, and so on).
If you and your classmates cannot identify a trait on your own, your teacher will provide
additional guidance.
Investigation 1 S21
Figure 7. The plants here are 712 days old.
Step 4 Score each of your plants for the trait that your class chose to evaluate. You may
need a magnifer to do this accurately. Dont be surprised if some plants are not very
diferent from one another.
Step 5 In your lab notebook, compile a list of all the possible traits your class identifed.
Calculate appropriate descriptive statistics for the class data for the frst generation:
mean, median, range, standard deviation, etc. Create a histogram that shows the
frequency distribution of the trait that you have selected. You can fnd help for this in
Chapter 3.
Step 6 You are now ready to make selection decisions. Directional selection tends to
move the variability of a trait in one direction or the other (increase or decrease the
trait in the next population). As a class, pick a trait you want to try to afect. Find the
top (or bottom) 10% of plants with that trait in the entire classs population (e.g., out of
a population of 150 plants, the 15 hairiest plants), and mark any that are in your plant
bottle container. Using scissors, cut of the tops of the remaining plants in your container
(those not in the top 10%).
Step 7 Just as you did in Step 5, construct a new histogram and calculate descriptive
statistics for the selected population of plants. Record the data in your lab notebook.
Once you have fnished, isolate these selected plants from the rest of the population.
Move the bottles of selected plants to another light system so that the plants can fnish
out their life cycle in isolation. Tis population will serve as the parents for a new
generation.
Step 8 On about day 1416, when several fowers are present on each of the selected
plants, cross-pollinate the selected plants with a single bee stick or pollinating device.
Fast Plants are self-incompatible each plant must be fertilized by pollen from
Trichomes
S22 Investigation 1
another plant. Collect and distribute pollen from every fower on every plant in the
selected population. Reserve this bee stick for only the selected population. Avoid
contaminating with the pollen from the remaining Fast Plants. Pollinate fowers in the
selected population for the next three days with the same bee stick. Be sure to record
observations about pollination in your lab notebook. Likewise, with separate bee sticks
you can pollinate the plants from the larger population, but be careful to keep them
separate from the selected population.
Step 9 Maintain the plants through the rest of their life cycle. As the seedpods form be
sure to limit each of the plants to 8 to 10 seedpods. Any more will likely result in poor
seed quality. Once the seedpods start to turn yellow (about day 2836), remove the
fertilizer water from the reservoirs and allow the plants to dry for several days. Afer
the plants and seedpods have dried (about a week later), harvest the seedpods from
the selected population into a small paper bag for further drying. Be sure to record
observations about the plants life cycle in your lab notebook.
Step 10 Continue to monitor, pollinate, and maintain your control plants throughout the
rest of their life cycle. Just be careful to keep the original population and the selected
population separate.
Plant Cultivation: Second-Generation Plants
Step 11 You should now have two populations of second-generation seeds: (1) a
population that is the ofspring of the selected plants from generation one and (2) a
population that is the ofspring of the remaining plants from generation one. Take seeds
from the selected population and plant them to grow the second generation of plants
under conditions that are identical to those you used for generation one. Use new bottle
containers or, if you choose to use the previous bottle systems, make sure that you
thoroughly clean the systems and sterilize with a dilute (10%) bleach solution. Use new
wicking cord and new soil. To get your seed, break open the seedpods into a small plastic
petri dish lid.
Step 12 When the second-generation plants are about seven to 12 days old, reexamine the
plants and score for the trait you selected. Score the plants at the same life history stage
using the same method.
Step 13 Unless you plan on growing these plants for another generation (maybe another
round of selection), you do not have to save these plants. You can discard them and clean
up your growing equipment at this point.
Step 14 Compile, analyze, and graph the class data as you did for the frst generation.
What is the outcome of your artifcial selection? Be sure to record this preliminary
analysis in your notebook.
Investigation 1 S23
Analyzing and Evaluating Results
Up to this point of the investigation, your analysis has largely been descriptive, but your
data should raise some questions.
Are the two populations/generations before and afer selection actually diferent?
Are the means signifcantly diferent?
Should you use median or mean as a measure of central tendencies at this point in
the investigation?
Compare your two graphs from the two populations. Te chapter on quantitative
methods in this lab manual (Chapter 3) provides some guidance here. Consider
constructing a bar graph to compare the mean number of hairs per generation.
Include error bars, but frst determine what is appropriate.
What statistical test could you apply to help you defne your confdence about
whether these two populations are diferent?
Compare the second population to the parent subpopulation of generation one. How
do these two populations compare? How does this comparison difer from your other
comparison?
As you carry out your analysis, be sure to include your rationale for the quantitative
methods you have chosen in your discussion. Did evolution occur in your Fast Plant
population? Justify your conclusion in your laboratory notebook.
In the previous steps, you quantifed a variable trait and then selected about 10%
of the plants in the population that strongly expressed that trait. You isolated this
subpopulation from the larger population during pollination and the rest of the life
cycle. You then planted the resulting second generation of seeds, raised the plants to
a similar life stage as the previous population, and scored the variation in the second-
generation plants. During this long process, you recorded your observations, refections,
and perhaps some questions in your laboratory notebook.
As you worked, you likely started to think about questions of your own. You might
want to know why the trait you tested is even variable to start with. How does it help the
plants grow and survive? You might also have identifed some other trait that you want
to explore instead of the one the class chose.
Does one form or another of the trait ofer an advantage in the natural world? How
could you test this? Phenotypic variation is the result of the interaction of the genotypic
variation with the variables in the environment. How much of the variation that you
studied could be the result of environmental diferences?
You and your class may decide to do this work as a class (to distribute the work
involved) or work in small groups. You will report your work to the class and possibly to
other AP Biology classes in a manner agreed upon by you and your instructor. Posters,
S24 Investigation 1
lab reports, online reports, and oral presentations are all possible efective means of
submitting your work for review.
Where Can You Go from Here?
An essential component of this investigation is to take it beyond the simple selection
experiment. With the skills and knowledge gained in the selection experiment, you
should be able to design new experiments to investigate the adaptive characteristics of
the trait you studied.
Start with a question of your own regarding hairs or some other variable quantitative
trait, such as plant height, stem color, or fower number. For instance, in a closely
related plant, one investigation demonstrated that herbivore damage early in the plants
development led to increased trichome numbers in later leaves. Could herbivore damage
infuence the hairy trait expression? Design and carry out an investigation to answer
your question.
Big
Idea
Investigation 2 T59
Evolution
1
INVESTIGATION 2
MATHEMATICAL MODELING:
HARDY-WEINBERG*
How can mathematical models be used to investigate the
relationship between allele frequencies in populations of
organisms and evolutionary change?
BACKGROUND
Mathematics is biologys next microscope, only better (Cohen 2004)
It is not hard to understand the value of microscope technology to biology and how
this technology opened up entire new worlds of biological understanding. However, for
some, it is not as easy to see the value of mathematics to the study of biology. Like the
microscope, math and computers provide tools to explore the complexity of biology and
biological systems, ofering deeper insights to and understanding of what makes living
systems work. Even the incredible complexity of evolution in populations is illuminated
by relatively simple mathematical equations, several of which are based on the Hardy-
Weinberg (H-W) equilibrium. Students (and their teachers) have traditionally found the
topic of population genetics in an introductory biology class to be challenging, due in
part to the fact that for the last couple of generations biology has been thought of as the
science with only a minimal mathematics foundation particularly in comparison to
chemistry or physics. Modern biology, however, is vastly diferent.
One of the specifc difculties of the H-W null hypothesis is that it is the null
hypothesis it is what would happen to allele frequencies in the absence of any
evolutionary parameter. Tis is counterintuitive for most students. H-W is the standard
by which evolution can be measured. To that end, most simulations that try to create
a population manipulated by students to model H-W are fawed from the beginning.
Student classroom populations, by defnition, are so small that genetic drif will swamp
any other factors that the simulation is trying to model. By starting with a population
that is modeled on a computer spreadsheet with explicit randomness, students are
able to build their knowledge toward an inference on allele inheritance patterns in a
theoretically infnite population. Tey do this by creating larger and larger populations
to minimize fuctuations from the expected probabilities.
Having students build their own models (even if extensively guided by the teacher) is
a requisite component to this investigation. It is during the model building, testing, and
corrective phase of construction that the refective and analytical skills of model building
are learned. Tese skills, by their very nature, have a broad application to learning.
* Transitioned from the AP Biology Lab Manual (2001)
T60 Investigation 2
In this investigation, the students will build a spreadsheet that models how a
hypothetical gene pool changes from one generation to the next. Tis model will
allow for the exploration of parameters that afect allele frequencies, such as selection,
mutation, and migration.
Te second part of the investigation asks the students to generate their own questions
regarding the evolution of allele frequencies in a population. Ten students will explore
possible answers to those questions by applying more sophisticated computer models.
Tese models are available for free.
Tis investigation also provides an opportunity for students to review concepts they
might have studied previously, including natural selection as the major mechanism
of evolution; the relationship among genotype, phenotype, and natural selection; and
fundamentals of classic Mendelian genetics.
Without an opportunity to build these skills, students, when faced with more
sophisticated, prebuilt models, tend to click randomly, with no particular plan in mind,
rather than use a systematic exploration of the models parameters and output. Likewise,
without taking the time to develop modeling skills, students cannot fully appreciate the
limitations and the strengths of modeling natural phenomena.
PREPARATION
Laboratory notebooks
Miniposters and miniposter supplies
Computers with spreadsheet sofware
like Microsof Excel, Macintosh Num-
bers, or OpenOfce Calc (An alternative
to the installed spreadsheet sofware is
an online spreadsheet, such as Google
Docs Spreadsheet.)
http://docs.google.com or Zoho
Sheet http://www.zoho.com. In
addition, youll need to download a
more sophisticated simulation, such
as the ESTEEM module: Deme 1.0 or
2.0 at http://bioquest.org/esteem/
esteem_result.php [Youll need to
register for the site, but it is free.]
or Jon Herrons Allelle1 at
http://faculty.washington.edu/
herronjc/SoftwareFolder/AlleleA1.
html. An alternative is an online Web
browser-based model at
http://www.radford.edu/~rsheehy/
Gen_fash/popgen/.)
Generally, the model building part of this investigation can be accomplished in two class
periods (i.e., depending on school setting, class periods could be 45, 50, or 60 minutes in
duration), with at least one additional class period required for model exploration. Afer
completing the model exploration, the class should consider exploring applications of
the null Hardy-Weinberg model in the real world by following up with the supertasters
lab suggested in the section Where Can Students Go from Here?
Investigation 2 T61
Typical laboratory safety concerns do not apply to computer modeling. However, there
are some important things to consider when managing such work in the classroom. To
avoid frustration, develop a system whereby the students periodically save their work.
When developing and working out models, it is ofen a good idea to save each new
version of the model with a diferent fle name. Tat way, if a particular strategy doesnt
work, a student will not necessarily have to start over completely but can bring up a fle
that had the beginnings of a working model.
Encourage idea sharing but not necessarily fle swapping. Students should generate
their own work to get the maximal beneft from this exercise.
Finally, your students may be able to produce a rudimentary spreadsheet but have
difculty refning the sheet. Consider having these students rely on a hybrid approach
use the spreadsheet to generate the random samples, but use reliable pencil and paper to
archive and graph the results.
Te other issue to consider is the ease of digital reproduction and sharing. Without
a doubt, the students will be able fnd a Hardy-Weinberg spreadsheet model on the
Internet. Likewise, it will be easy for them to share with one another. Keep this in mind
as you make the assignment, and consider having most of the work done in class if you
have access to computers.
Te investigation will ft best with content from the process of evolution (big idea 1),
but youll fnd that this lab will also ft nicely in genetics and information transfer (big
idea 3), particularly afer covering individual Mendelian inheritance patterns. As always,
it is important to make connections between big ideas and enduring understandings,
regardless of where in the curriculum the lab is taught. Te concepts align with the
enduring understandings and learning objectives from the AP Biology Curriculum
Framework, as indicated below.
1A1: Natural selection is a major mechanism of evolution.
1A3: Evolutionary change is also driven by random processes.
1C3: Populations of organisms continue to evolve.
T62 Investigation 2
Learning Objectives
Te student is able to convert a data set from a table of numbers that refect a change
in the genetic makeup of a population over time and to apply mathematical methods
and conceptual understandings to investigate the cause(s) and efect(s) of this change
(1A1 & SP 1.5, SP 2.2).
Te student is able to apply mathematical methods to data from a real or simulated
population to predict what will happen to the population in the future (1A1 & SP 2.2).
Te student is able to use data from mathematical models based on the Hardy-
Weinberg equilibrium to analyze genetic drif and efects of selection in the evolution
of specifc populations (1A3 & SP 1.4, SP 2.1).
Te student is able to justify data from mathematical models based on the Hardy-
Weinberg equilibrium to analyze genetic drif and the efects of selection in the
evolution of specifc populations (1A3 & SP 2.1).
Te student is able to describe a model that represents evolution within a population
(1C3 & SP 1.2).
Te student is able to evaluate given data sets that illustrate evolution as an ongoing
process (1C3 & SP 5.3).
Students will be challenged to think about an idealized life cycle of a population of
hypothetical organisms that serves as the basis for the modeling exercise. You might wish
to review life cycles, even though this topic is generally taught in elementary grades. It is
not unusual for students to have an incomplete understanding of an organisms life cycle.
Try working through an idealized life cycle and population as a class before
the students view the investigation. Specifcally, use the modeling guidelines and
assumptions described in the student investigation as a road map for your instruction as
you and your students try to conceptualize this idealized population. Use questions such
as the following:
Can you describe the life cycle of an organism?
How does this life cycle work in a population?
How would you track one trait through a populations life cycle?
Can you describe an idealized life cycle that would work the best for keeping track
of a genetic trait in a population?
Help the students arrive at the simplifying assumptions and modeling solutions.
Investigation 2 T63
Skills Development
From a biology standpoint, students should carry out this investigation afer they
have studied Mendelian genetics, perhaps just as they start studying evolution. Tey
should have a good handle on the diferences between genes and alleles. Traditional
Hardy-Weinberg activities, such as those in Lab 8 of the AP Biology Lab Manual (2001)
and exercises like the M&M lab (http://www.woodrow.org/teachers/bi/1994/
hwintro.html), provide a useful transition for students as they enter into computer-
based models. Students should also be familiar with Excel and spreadsheet operations.
Students and teachers unfamiliarity with spreadsheet operations is a major limiting
factor for this investigation. Te degree of familiarity is difcult to measure. Generally,
most students have been exposed to spreadsheets by the time they are in high school, but
they typically have memorized the steps of their operations. Some of this will come back
to them as they work on the spreadsheets, but unless they use spreadsheets ofen, most
students will need quite a bit of help using the logic of IF statements.
Tere are many ways to create a spreadsheet model. For example, a simpler alternative
to using the nested IF statements in the example model in the Student Manual is to
use the function COUNTIF to count the AB string, plus COUNTIF again to count
the BA string. While this may be more intuitive for some students, it does introduce a
new, unique spreadsheet function. Encourage students to develop and fnd their own
solutions to spreadsheet design.
One of the distinct advantages of using online spreadsheet applications is the ability to
adjust the language of the spreadsheet to many diferent languages. Te calculations are
the same, but teachers and students can choose the language in which the instructions
and navigation are displayed by changing the account settings.
As you work through building this spreadsheet you may encounter spreadsheet tools
and functions that are not familiar to you. Today, there are many Web-based tutorials,
some text based and some video, to help you learn these skills. For instance, typing
How to use the SUM tool in Excel video will bring up several videos that will walk you
through using the SUM tool.
T64 Investigation 2
THE INVESTIGATIONS
Investigating biology requires a variety of skills. Te skills that are reinforced and
introduced vary across the laboratories in this manual. Te skills emphasized in a
laboratory dictate whether a prelab assessment is appropriate.
designed to help students understand and develop the skill of modeling biological
phenomena with computers. Tere are dozens of computer models already built and
freely available. Te idea of this laboratory is for students to experience the benefts of
building their own model from scratch. To gain the maximum beneft from this exercise,
students should not do too much background preparation. By building and exploring
their own models, students should develop a more thorough understanding of how
genes behave in populations.
Many classroom investigations of the Hardy-Weinberg equilibrium involve simulated
populations, such as M&M candies or beans. Students can model gene inheritance in a
simulated population and apply the H-W equation. While all models are simplifcations
and approximations, these particular models are generally based on such small
populations that students ofen develop misconceptions regarding H-W equilibrium.
However, for students who are simply stuck on how to get started, these pencil-and-
paper simulations can provide good preparation for the computer modeling
featured here.
Te most important preparation teachers can do for this laboratory investigation is to
work through the model building procedure themselves in their home or ofce. Te
author of this investigation has made this model dozens of times from scratch and
usually learns something new, thinks of a diferent way to accomplish a task, or simply
improves the model with every new build. Each time you work out this model with
students you develop a richer repertoire of methods to apply to modeling. It is that rich
environment that produces an authentic learning experience for students a learning
experience that transfers generally to a deeper understanding of the Hardy-Weinberg
equilibrium and its application in population genetics. Te following is a worked
example of one version of the spreadsheet:
http://www.nabt.org/blog/2009/10/04/teaching-hardy-weinberg-and-
population-genetics-using-spreadsheet-models-part-1/
Investigation 2 T65
Tere are two ways to carry out the Designing and Conducting Independent
Investigations section.
1. You can have the students build their models to explore other aspects of H-W
equilibrium. Tis is suggested in the Student Manual. Have the students build
models that explore selection and multigenerations, mutation, or migration.
However, because students will have a limited skill set for working in the spreadsheet
environment even at this point, this option might not be time efective.
2. Te alternative is to have students move from their spreadsheet models to more
sophisticated models available on the Internet to answer their own questions; see
the suggested online options that follow. In this option, while the students are
not building the model, they are applying their knowledge of models to explore
questions about population genetics.
Options for More Advanced Modeling Experiences
Have students generate their own questions regarding the evolution of allele
frequencies in a population. Encourage them to experiment a bit with one of these
more sophisticated and powerful models, trying out various combinations of changes
to parameters or various extremes of one parameter at time. Tis is exploration, and
it should allow the students to generate questions that have direct implications to the
real world. Have them record their questions in their lab notebook. Encourage them to
systematically investigate the consequences of changing variables (parameters) on the
system they are studying in this case, population genetics. From these questions have
the students develop hypotheses that can be tested with the use of more sophisticated
models those that allow more easily manipulated parameters of population size,
number of generations, selection (ftness), mutation, migration, and genetic drif.
Any number of computer-based Hardy-Weinberg simulations can be found with a
Google search. Here are some suggestions:
Deme 1.0 and 2.0: Another Excel model with more sophistication than the model
you built in class, Deme 1.0 and 2.0 with documentation are available at
http://bioquest.org/esteem/esteem_details.php?product_id=193, where you
need to establish an account (free) before you can download it. It works in Excel just
as the spreadsheet model you created earlier. See Figure 1.
AlleleA1: Jon Herron from the University of Washington has created a
simulation called AlleleA1 along with documentation. It is available for free at
http://faculty.washington.edu/herronjc/SoftwareFolder/AlleleA1.html.
See Figure 2.
T66 Investigation 2
Figure 1. Deme 1.0 Figure 2. AlleleA1
Population genetics simulation program: Bob Sheely from Radford University has
created a simulation and documentation in the form of a Web application. It is
available for free at http://www.radford.edu/~rsheehy/Gen_fash/popgen/.
See Figure 3.
Figure 3. Population Genetics Simulation Program
Investigation 2 T67
Te ideal postlab assessment would be the application of model and theory to a real-
world situation, such as that referenced in the section Where Can Students Go from
Here? Be sure that all students/student teams treat their model spaces as experimental
spaces. Have them propose, test, and analyze specifc hypotheses and report these in a
miniposter presentation that is designed to generate a rigorous peer review before the
teacher evaluation.
Te ultimate laboratory learning experience would be to develop a model and then try
out that model in the real world. An excellent extension to the modeling and theory
work in this laboratory would be to have the students work through the following
laboratory reported in the ABLE Proceedings: Supertasters Updating the Taste Test
for the A & P Laboratory. Tere are few human traits that express the intermediate
dominance necessary for testing for the null hypothesis. Te supertaster trait described
in this laboratory does express an intermediate phenotype; therefore, it creates an
exemplary investigative population genetics laboratory.
Cohen, 2004, Mathematics is Biologys Next Microscope, Only Better; Biology Is
Mathematics Next Physics, Only Better. PLoS Biol 2(12): e439. doi:10.1371/journal.
pbio.0020439
McMahon, K. A. 2008. Supertasters Updating the Taste Test for the A & P
Laboratory. In Tested Studies for Laboratory Teaching, Vol. 29, ed. K. L. Clase, 398
405. Proceedings of the 29th Workshop/Conference of the Association for Biology
Laboratory Education (ABLE).
Otto, S. P. and T. Day (2007). A Biologists Guide to Mathematical Modeling in Ecology
and Evolution. Princeton University Press.
http://www.zoology.ubc.ca/biomath/
Big
Idea
Investigation 2 S25
Evolution
1
INVESTIGATION 2
MATHEMATICAL MODELING:
HARDY-WEINBERG*
How can mathematical models be used to
investigate the relationship between allele
frequencies in populations of organisms and
evolutionary change?
BACKGROUND
Evolution occurs in populations of organisms and involves variation in the population,
heredity, and diferential survival. One way to study evolution is to study how the
frequency of alleles in a population changes from generation to generation. In other
words, you can ask What are the inheritance patterns of alleles, not just from two parental
organisms, but also in a population? You can then explore how allele frequencies change
in populations and how these changes might predict what will happen to a population in
the future.
Mathematical models and computer simulations are tools used to explore the
complexity of biological systems that might otherwise be difcult or impossible to
study. Several models can be applied to questions about evolution. In this investigation,
you will build a spreadsheet that models how a hypothetical gene pool changes from
one generation to the next. Tis model will let you explore parameters that afect allele
frequencies, such as selection, mutation, and migration.
Te second part of the investigation asks you to generate your own questions
regarding the evolution of allele frequencies in a population. Ten you are asked to
explore possible answers to those questions by applying more sophisticated computer
models. Tese models are available for free.
Tis investigation also provides an opportunity for you to review concepts you
might have studied previously, including natural selection as the major mechanism
of evolution; the relationship among genotype, phenotype, and natural selection; and
fundamentals of classic Mendelian genetics.
S26 Investigation 2
Learning Objectives
To use a data set that refects a change in the genetic makeup of a population
over time and to apply mathematical methods and conceptual understandings to
investigate the cause(s) and efect(s) of this change
To apply mathematical methods to data from a real or simulated population to
predict what will happen to the population in the future
To evaluate data-based evidence that describes evolutionary changes in the genetic
makeup of a population over time
To use data from mathematical models based on the Hardy-Weinberg equilibrium to
analyze genetic drif and the efect of selection in the evolution of specifc populations
To justify data from mathematical models based on the Hardy-Weinberg equilibrium
to analyze genetic drif and the efects of selection in the evolution of specifc
populations
To describe a model that represents evolution within a population
To evaluate data sets that illustrate evolution as an ongoing process
Tere are some important things to remember when computer modeling in the
classroom. To avoid frustration, periodically save your work. When developing and
working out models, save each new version of the model with a diferent fle name.
Tat way, if a particular strategy doesnt work, you will not necessarily have to start over
completely but can bring up a fle that had the beginnings of a working model.
If you have difculty refning your spreadsheet, consider using the spreadsheet to
generate the random samples and using pencil and paper to archive and graph the
results.
As you work through building this spreadsheet you may encounter spreadsheet tools
and functions that are not familiar to you. Today, there are many Web-based tutorials,
some text based and some video, to help you learn these skills. For instance, typing
How to use the SUM tool in Excel video will bring up several videos that will walk you
through using the SUM tool.
Investigation 2 S27
THE INVESTIGATIONS
Getting Started
designed to help you understand and develop the skill of modeling biological
phenomena with computers. Tere are dozens of computer models already built and
available for free. Te idea for this laboratory is for you to build your own from scratch.
To obtain the maximum beneft from this exercise, you should not do too much
background preparation. As you build your model and explore it, you should develop a
more thorough understanding of how genes behave in population.
To help you begin, you might want to work with physical models of population
genetics, such as simulations that your teacher can share with you. With these pencil-
and-paper simulations, you can obtain some insights that may help you develop your
computer model.
Procedure
It is easy to understand how microscopes opened up an entire new world of biological
understanding. For some, it is not as easy to see the value of mathematics to the study
of biology, but, like the microscope, math and computers provide tools to explore
the complexity of biology and biological systems providing deeper insights and
understanding of what makes living systems work.
To explore how allele frequencies change in populations of organisms, you will frst
build a computer spreadsheet that models the changes in a hypothetical gene pool from
one generation to the next. You need a basic familiarity with spreadsheet operations
to complete this lab successfully. You may have taken a course that introduced you to
spreadsheets before. If so, that will be helpful, and you may want to try to design and
build your model on your own afer establishing some guidelines and assumptions.
Otherwise, you may need more specifc guidance from your teacher. You can use almost
any spreadsheet program available, including free online spreadsheet sofware such as
Google Docs or Zoho (http://www.zoho.com), to complete the frst section of your
investigation.
In the second part of the investigation, you will use more sophisticated spreadsheet
models or computer models to explore various aspects of evolution and alleles in
populations. To understand how these complex tools work and their limitations, you
frst need to build a model of your own.
S28 Investigation 2
Building a Simple Mathematical Model
Te real world is infnitely complicated. To penetrate that complexity using model
building, you must learn to make reasonable, simplifying assumptions about complex
processes. For example, climate change models or weather forecasting models are
simplifcations of very complex processes more than can be accounted for with
even the most powerful computer. Tese models allow us to make predictions and test
hypotheses about climate change and weather.
By defnition, any model is a simplifcation of the real world. For that reason, you
need to constantly evaluate the assumptions you make as you build a model, as well as
evaluate the results of the model with a critical eye. Tis is actually one of the powerful
benefts of a model it forces you to think deeply about an idea.
Tere are many approaches to model building; in their book on mathematical
modeling in biology, Otto and Day (2007) suggest the following steps:
1. Formulate the question.
2. Determine the basic ingredients.
3. Qualitatively describe the biological system.
4. Quantitatively describe the biological system.
5. Analyze the equations.
6. Perform checks and balances.
7. Relate the results back to the question.
As you work through the next section, record your thoughts, assumptions, and strategies
on modeling in your laboratory notebook.
Step 1 Formulate the question.
Tink about a recessive Mendelian trait such as cystic fbrosis. Why do recessive alleles
like cystic fbrosis stay in the human population? Why dont they gradually disappear?
Now think about a dominant Mendelian trait such as polydactyly (more than fve
fngers on a single hand or toes on a foot) in humans. Polydactyly is
a dominant trait, but it is not a common trait in most human populations.
Why not?
How do inheritance patterns or allele frequencies change in a population? Our
investigation begins with an exploration of answers to these simple questions.
Investigation 2 S29
Step 2 Determine the basic ingredients.
Lets try to simplify the question How do inheritance patterns or allele frequencies change
in a population? with some basic assumptions. For this model, assume that all the
organisms in our hypothetical population are diploid. Tis organism has a gene locus
with two alleles A and B. (We could use A and a to represent the alleles, but A and B
are easier to work with in the spreadsheet youll be developing.) So far, this imaginary
population is much like any sexually reproducing population.
How else can you simplify the question? Consider that the population has an infnite
gene pool (all the alleles in the population at this particular locus). Gametes for the next
generation are selected totally at random. What does that mean? Focus on answering
that question in your lab notebook for a moment it is key to our model. For now lets
consider that our model is going to look only at how allele frequencies might change
from generation to generation. To do that we need to describe the system.
Step 3 Qualitatively describe the biological system.
Imagine for a minute the life cycle of our hypothetical organism. See if you can draw a
diagram of the cycle; be sure to include the life stages of the organism. Your life cycle
might look like Figure 1.
Mutation
Adults
Zygotes
Gametes
(gene pool)
Juveniles
Migration Random mating
Selection
Figure 1. Life Stages of a Population of Organisms
To make this initial exploration into a model of inheritance patterns in a population,
you need to make some important assumptions all the gametes go into one infnite
pool, and all have an equal chance of taking part in fertilization or formation of a zygote.
For now, all zygotes live to be juveniles, all juveniles live to be adults, and no individuals
enter or leave the population; there is also no mutation. Make sure to record these
assumptions in your notebook; later, you will need to explore how your model responds
as you change or modify these assumptions.
S30 Investigation 2
Step 4 Quantitatively describe the biological system.
Spreadsheets are valuable tools that allow us to ask What if? questions. Tey can
repeatedly make a calculation based on the results of another calculation. Tey can also
model the randomness of everyday events. Our goal is to model how allele frequencies
change through one life cycle of this imaginary population in the spreadsheet. Use
the diagram in Figure 1 as a guide to help you design the sequence and nature of your
spreadsheet calculation. Te frst step is to randomly draw gametes from the gene pool
to form a number of zygotes that will make up the next generation.
To begin this model, lets defne a couple of variables.
Let
p = the frequency of the A allele
and let q = the frequency of the B allele
Bring up the spreadsheet on your computer. Te examples here are based on
Microsof Excel, but almost any modern spreadsheet can work, including Googles
online Google Docs (https://docs.google.com) and Zohos online spreadsheet
(http://www.zoho.com).
Hint: If you are familiar with spreadsheets, the RAND function, and using IF
statements to create formulas in spreadsheets, you may want to skip ahead and try to
build a model on your own. If these are not familiar to you, proceed with the following
tutorial.
Somewhere in the upper lef corner (in this case, cell D2), enter a value for the
frequency of the A allele. Tis value should be between 0 and 1. Go ahead and type
in labels in your other cells and, if you wish, shade the cells as well. Tis blue area will
represent the gene pool for your model. (Highlight the area you wish to format with
color, and right-click with your mouse in Excel to format.) Tis is a spreadsheet, so you
can enter the value for the frequency of the B allele; however, when making a model it is
best to have the spreadsheet do as many of the calculations as possible. All of the alleles
in the gene pool are either A or B; therefore p + q = 1 and 1 - p = q. In cell D3, enter the
formula to calculate the value of q.
In spreadsheet lingo it is
=1-D2
Investigation 2 S31
Your spreadsheet now should look something like Figure 2.

Figure 2
Lets explore how one important spreadsheet function works before we incorporate it
into our model. In a nearby empty cell, enter the function (we will remove it later).
=Rand()
Note that the parentheses have nothing between them. Afer hitting return, what do
you fnd in the cell? If you are on a PC, try hitting the F9 key several times to force
recalculation. On a Mac, enter cmd + or cmd =. What happens to the value in the cell?
Describe your results in your lab notebook.
Te RAND function returns random numbers between 0 and 1 in decimal format.
Tis is a powerful feature of spreadsheets. It allows us to enter a sense of randomness to
our calculations if it is appropriate and here it is when we are randomly choosing
gametes from a gene pool. Go ahead and delete the RAND function in the cell.
Lets select two gametes from the gene pool. In cell E5, lets generate a random
number, compare it to the value of p, and then place either an A gamete or a B gamete
in the cell. Well need two functions to do this, the RAND function and the IF function.
Check the help menu if necessary.
S32 Investigation 2
Note that the function entered in cell E5 is
=IF(RAND()<=D$2,A, B)
Be sure to include the $ in front of the 2 in the cell address D2. It will save time later
when you build onto this spreadsheet.
Te formula in this cell basically says that if a random number between 0 and 1 is less
than or equal to the value of p, then put an A gamete in this cell, or if it is not less than
or equal to the value of p, put a B gamete in this cell. IF functions and RAND functions
are very powerful tools when you try to build models for biology.
Now create the same formula in cell F5, making sure that it is formatted exactly like
E5. When you have this completed, press the recalculate key to force a recalculation of
your spreadsheet. If you have entered the functions correctly in the two cells, you should
see changing values in the two cells. (Tis is part of the testing and retesting that you
have to do while model building.) Your spreadsheet should look like Figure 3.
Try recalculating 1020 times. Are your results consistent with what you expect? Do
both cells (E5 and F5) change to A or B in the ratios youd expect from your p value?
Try changing your p value to 0.8 or 0.9. Does the spreadsheet still work as expected? Try
lower p values. If you dont get approximately the expected numbers, check and recheck
your formulas now, while it is early in the process.

Figure 3
Investigation 2 S33
You could stop here and just have the computer recalculate over and over similar
to tossing a coin. However, with just a few more steps, you can have a model that will
create a small number or large number of gametes for the next generation, count the
diferent genotypes of the zygotes, and graph the results.
Copy these two formulas in E5 and F5 down for about 16 rows to represent gametes
that will form 16 ofspring for the next generation, as in Figure 4. (To copy the formulas,
click on the bottom right-hand corner of the cell and, with your fnger pressed down on
the mouse, drag the cell downward.)
Figure 4
Well put the zygotes in cell G5. Te zygote is a combination of the two randomly
selected gametes. In spreadsheet vernacular, you want to concatenate the values in the
two cells. In cell G5 enter the function =CONCATENATE(E5,F5), and then copy this
formula down as far down as you have gametes, as in Figure 5 on the next page.
S34 Investigation 2
Figure 5
Te next columns on the sheet, H, I, and J, are used for bookkeeping that is,
keeping track of the numbers of each zygotes genotype. Tey are rather complex
functions that use IF functions to help us count the diferent genotypes of the zygotes.
Te function in cell H5 is =IF(G5=AA,1,0), which basically means that if the value
in cell G5 is AA, then put a 1 in this cell; if not, then put a 0.
Enter the following very similar function in cell J5: =IF(G5=BB,1,0)
Can you interpret this formula?
What does it say in English?
Your spreadsheet now should resemble Figure 6.
Investigation 2 S35
Figure 6
Now lets tackle the nested IF function. Tis is needed to test for either AB or BA.
In cell I5, enter the nested function:
=IF(G5=AB,1,(IF(G5=BA,1,0))).
Tis example requires an extra set of parentheses, which is necessary to nest functions.
Tis function basically says that if the value in cell G5 is exactly equal to AB, then put a
1; if not, then if the value in cell G5 is exactly BA, put a 1; if it is neither, then put a 0 in
this cell. Copy these three formulas down for all the rows in which you have produced
gametes.
Enter the labels for the columns youve been working on gametes in cell E4, zygote
in cell G5, AA in cell H4, AB in cell I4, and BB in cell J4, as shown in Figure 7 on the
next page.
S36 Investigation 2
Figure 7
As before, try recalculating a number of times to make sure everything is working
as expected. What is expected? If you arent sure yet, keep this question in mind as you
complete the sheet. You could use a p value of 0.5, and then youd see numbers similar to
the ratios you would get from fipping two coins at once. Dont go on until you are sure
the spreadsheet is making correct calculations. Try out diferent values for p. Make sure
that the number of zygotes adds up. Describe your thinking and procedure for checking
the spreadsheet in your lab notebook.
Now, copy the cells E5 through J5 down for as many zygotes as youd like in the frst
generation. Use the SUM function to calculate the numbers of each genotype in the H,
I, and J columns. Use the genotype frequencies to calculate new allele frequencies and to
recalculate new p and q values. Make a bar graph of the genotypes using the chart tool.
Your spreadsheet should resemble Figure 8.
Figure 8
Investigation 2 S37
Testing Your Mathematical Model
You now have a model with which you can explore how allele frequencies behave
and change from generation to generation. Working with a partner, develop a plan to
answer this general question: How do inheritance patterns or allele frequencies change in
a population over one generation? As you work, think about the following more specifc
questions:
What can you change in your model? If you change something, what does the change
tell you about how alleles behave?
Do alleles behave the same way if you make a particular variable more extreme? Less
extreme?
Do alleles behave the same way no matter what the population size is? To answer this
question, you can insert rows of data somewhere between the frst row of data and
the last row and then copy the formulas down to fll in the space.
Try out diferent starting allele frequencies in the model. Look for and describe the
patterns that you fnd as you try out diferent allele frequencies. Develop and use a
pattern to select your values to test and organize your exploration. In particular, test
your model with extreme values and intermediate values. In your lab notebook, describe
your observations and conclusions about the population inheritance patterns you
discover.
Try adding additional generations to your model to look at how allele frequencies
change in multiple generations. To do this, use your newly recalculated p and q values
to seed the next generation. Once youve included the second generation, you should be
able to copy additional generations so that your model looks something like Figure 9,
with each new generation determining the new p and q values for the next.
Figure 9
S38 Investigation 2
Try to create a graph of p values over several generations, for diferent-sized populations.
See if you can detect a pattern of how population size afects the inheritance pattern. Be
sure to try out both large and small populations of ofspring.
Tis model relies on the RAND function to randomly select gametes from an infnite
gene pool.
What would happen if there were no randomness to this selection?
What kind of pattern of genotypes would you expect in the next generation?
Creating a Formula that Predicts the Genotypes of the Next
Generation
Here are two approaches to develop the formula. You might frst try a graphical
approach. Create a Punnet square, like Figure 10 and similar to what you might use
to solve a Mendelian genetics problem. In this case, however, plot the values of p and
q. Scale each side of the square based on the magnitude of the p or q values. Place this
diagram in your lab notebook, and fll in the squares with variables and values, as in
Figure 10.
p=.6 q=.4
p=.6
q=.4
Figure 10
Of course, you could also calculate the expected results for the next generation.
Remember that p + q = 1
Te probability of two A alleles combining in one organism in the next generation is p
2
.
Te probability of two B alleles combining is q
2
. Te probability of a combination of AB
is p * q, as is the probability of combination of BA alleles, for a total of 2pq.
Investigation 2 S39
For the next generation, the formula that predicts genotypes is
(p + q)
2
= 1, which works out to: p
2
+ 2pq + q
2
.
Based on the calculations you made while testing your model, how would you answer
the following questions?
In the absence of random events (an infnitely large population), are the allele
frequencies of the original population expected to change from generation to
generation?
How does this compare to a population that has random gamete selection but is
small?
What happens to allele frequencies in such a population? Is it predictable?
Tis mathematical model can predict allele frequencies from generation to
generation. In fact, it is a null model. Tat is, in the absence of random events or other
real-life factors that afect populations, the allele frequencies do not change from
generation to generation. Tis is known as the Hardy-Weinberg equilibrium (H-W
equilibrium). Te H-W equilibrium is a valuable tool for population biologists because
it serves as a baseline to measure changes in allele frequencies in a population. If a
population is not in H-W equilibrium, then something else is happening that is making
the allele frequencies change.
What factors can cause allele frequencies to change in a population? (Hint: Tere are
many.) How could you model these factors using your spreadsheet?
By this point youve been able to use your model to explore how random chance afects
the inheritance patterns of alleles in large and small populations. Perhaps youve also
been able to fnd some interesting patterns in how alleles behave across generations.
At the end of the last section you were asked what factors can cause allele frequencies
to change in a population and how you would model them. Choose one of your answers,
and try it out using your spreadsheet. Tis may involve adding multiple columns or rows
along with a few extra operations. Keep the life cycle of your hypothetical population in
mind as you develop additional strategies.
With your new spreadsheet model, generate your own questions regarding the
evolution of allele frequencies in a population. From these questions (noted in your lab
notebook), you need to develop hypotheses that you can test those that allow you to
easily manipulate the parameters of population size, number of generations, selection
(ftness), mutation, migration, and genetic drif. Collect sufcient data by running
your model repeatedly. Analyze your data. Formulate your conclusions and present a
miniposter that supports your claim with sound reasoning and evidence to the class.
Your teacher may have some ideas for questions to investigate.
S40 Investigation 2
An excellent extension to this laboratory is the following investigation:
McMahon, K. A. 2008. SupertastersUpdating the Taste Test for the A & P
Laboratory. Pages 398405, in Tested Studies for Laboratory Teaching, Volume 29 (K.L.
Clase, Editor). Proceedings of the 29th Workshop/Conference of the Association for
Biology Laboratory Education (ABLE).
Your teacher will provide the lab, or you can google ABLE proceedings +
supertaster to access the lab.
Tere are few human traits that express the intermediate dominance necessary for
testing for the null hypothesis. Te supertaster trait described in this laboratory does
express an intermediate phenotype; therefore, it creates an exemplary investigative
population genetics laboratory.
REFERENCE
Otto, S. P. and T. Day (2007). A Biologists Guide to Mathematical Modeling
in Ecology and Evolution. Princeton University Press.
http://www.zoology.ubc.ca/biomath/
Big
Idea
Investigation 3 T69
Evolution
1
INVESTIGATION 3
COMPARING DNA SEQUENCES TO
UNDERSTAND EVOLUTIONARY
RELATIONSHIPS WITH BLAST
How can bioinformatics be used as a tool to determine
evolutionary relationships and to better understand
genetic diseases?
BACKGROUND
Between 19902003, scientists working on an international research project known as
the Human Genome Project were able to identify and map the 20,00025,000 genes
that defne a human being. Te project also successfully mapped the genomes of other
species, including the fruit fy, mouse, and Escherichia coli. Te location and complete
sequence of the genes in each of these species are available for anyone in the world to
access via the Internet.
Why is this information important? Being able to identify the precise location and
sequence of human genes will allow us to better understand genetic diseases. In addition,
learning about the sequence of genes in other species helps us understand evolutionary
relationships among organisms. Many of our genes are identical or similar to those
found in other species.
Suppose you identify a single gene that is responsible for a particular disease in fruit
fies. Is that same gene found in humans? Does it cause a similar disease? It would take
nearly 10 years to read through the entire human genome to try to locate the same
sequence of bases as that in fruit fies. Tis defnitely isnt practical, so a sophisticated
technological method is required.
Bioinformatics is a feld that combines statistics, mathematical modeling, and
computer science to analyze biological data. Using bioinformatics methods, entire
genomes can be quickly compared in order to detect genetic similarities and diferences.
An extremely powerful bioinformatics tool is BLAST, which stands for Basic Local
Alignment Search Tool. Using BLAST, you can input a gene sequence of interest and
search entire genomic libraries for identical or similar sequences in a matter of seconds.
In this laboratory investigation, students will use BLAST to compare several genes,
and then use the information to construct a cladogram. A cladogram (also called a
phylogenetic tree) is a visualization of the evolutionary relatedness of species. Figure 1 is
a simple cladogram.
T70 Investigation 3
Lycopodium Selaginella Isoetes
Figure 1. Simple Cladogram Representing Different Plant Species
Note that the cladogram is treelike, with the endpoints of each branch representing a
specifc species. Te closer two species are located to each other, the more recently they
share a common ancestor. For example, Selaginella (spikemoss) and Isoetes (quillwort)
share a more recent common ancestor than the common ancestor that is shared by all
three species of moss.
Figure 2 includes additional details, such as the evolution of particular physical
structures called shared derived characters. Note that the placement of the derived
characters corresponds to when that character evolved; every species above the character
label possesses that structure. For example, tigers and gorillas have hair, but lampreys,
sharks, salamanders, and lizards do not have hair.
jaws
lamprey
salamander
lizard
tiger
gorilla
shark
lungs
dry skin
hair
no tail
Figure 2. Cladogram of Several Animal Species
Te cladogram above can be used to answer several questions. Which organisms have
lungs? What three structures do all lizards possess? According to the cladogram, which
structure dry skin or hair evolved frst?
Historically, physical structures were used to create cladograms; however, modern-
day cladistics relies more heavily on genetic evidence. Chimpanzees and humans
share 95%+ of their DNA, which would place them closely together on a cladogram.
Investigation 3 T71
Humans and fruit fies share approximately 60% of their DNA, which would place them
farther apart on a cladogram. Can you draw a cladogram that depicts the evolutionary
relationship among humans, chimpanzees, fruit fies, and mosses?
PREPARATION
One computer with Internet access per student or per group is needed to complete
this investigation.
It is recommended that teachers use a minimum of one hour of preparation time before
the lab to download the gene fles, review the screenshots, and practice uploading
the gene fles and analyzing the data. Te prelab assessment can be completed in one
45-minute class period or assigned as homework the day before the lab. Te summative
assessment can be completed in one 45-minute class period.
Tere are no safety precautions associated with this investigation.
Tis investigation can be conducted while covering concepts pertaining to evolution (big
idea 1) and/or genetics and information transfer (big idea 3). As always, it is important
indicated below.
1A4: Biological evolution is supported by scientifc evidence from many disciplines,
including mathematics.
1B2: Phylogenetic trees and cladograms are graphical representations (models) of
evolutionary history that can be tested.
3A1: DNA, and in some cases RNA, is the primary source of heritable information.
T72 Investigation 3
Learning Objectives
Te student is able to evaluate evidence provided by data from many scientifc
disciplines that support biological evolution (1A4 & SP 5.3).
Te student is able to construct and/or justify mathematical models, diagrams, or
simulations that represent processes of biological evolution (1A4 & SP 1.1, SP 1.2).
Te student is able to create a phylogenetic tree or simple cladogram that correctly
represents evolutionary history and speciation from a provided data set (1B2 &
SP 1.1).
Te student is able to construct scientifc explanations that use the structures and
mechanisms of DNA and RNA to support the claim that DNA, and in some cases
RNA, is the primary source of heritable information (3A1 & SP 5.6).
ARE STUDENTS READY TO COMPLETE A SUCCESSFUL INQUIRY-
BASED, STUDENT-DIRECTED INVESTIGATION?
Tis investigation can be conducted while covering concepts pertaining to evolution. It
is recommended that the students already have a solid of understanding of the structure
and function of DNA and gene expression, specifcally how the order of nucleotides in
DNA codes for the production of proteins.
Skills Development
Students will develop the following skills:
Formulating, testing, and revising a hypothesis based on logic and evidence
Using a sophisticated online bioinformatics program to analyze biological data
Analyzing evolutionary patterns using morphological data and DNA analysis
Analyzing preconstructed cladograms to demonstrate an understanding of
evolutionary patterns
Designing cladograms to depict evolutionary patterns
Discussing and debating alternative interpretations of data based on evidence
Tis lab is designed to be fexible and can be modifed as desired. Te amount of
information on the BLAST website is a bit overwhelming even for the scientists who
use it on a frequent basis! Reassure students that a big part of this investigation is inquiry
and exploration of the data provided and that they are not expected to know every detail
of the BLAST program.
Investigation 3 T73
It is recommended that you use a computer projector to demonstrate the steps of the
procedure and work through the frst gene sequence with the entire class afer you work
through the steps yourself. Afer modeling the analysis of the frst gene, the students
should then continue the lab in groups.
Screenshots of each step in the procedure are provided in the Student Manual version
of this lab. In addition to the screenshots, the following video tutorials may be helpful.
However, please note that these tutorials do not match the exact procedures of this lab.
http://www.youtube.com/watch?v=HXEpBnUbAMo
http://www.howcast.com/videos/359904-How-To-Use-NCBI-Blast
Additional videos can be found by searching NCBI BLAST on YouTube.
To help you and your students use BLAST, you might review the tutorials developed
by NCBI at
http://blast.ncbi.nlm.nih.gov/Blast.cgi?CMD=Web&PAGE_TYPE=BlastDocs.
1. Navigate to NCBI and the BLAST page as usual.
2. At the top, click Help to go to the BLAST Documentation Page.
3. Under the heading About BLAST, there is a handbook that has both novice-
friendly sections as well as information for experienced users.
BLAST documentation can be viewed online as well as downloaded and distributed for
educational purposes. Tere are practice data sets that teachers can use to demonstrate
how to read the results, and all users are free to email or call the BLAST Help Line.
Tose who want to dig deeper can visit the NCBI Educational Resources Web
page (http://www.ncbi.nlm.nih.gov/education/) for videos, tutorials, project
descriptions, and other tools designed for teaching.
Tis inquiry-based investigation has no defnite right answer. Tis will frustrate
some students. Reassure them that their performance in this investigation is based on
the use of the data they collect to construct and test a reasonable hypothesis.
Students are unlikely to understand what BLAST is doing when it searches for
sequence similarities. A simple analogy is the sticky note and the library. Tell students
that they have a three-word phrase written on a sticky note. Teir job is to go to the
school library, look for every book that has that three-word phrase, and write down the
exact page number and name of every book they fnd. Next, they must search for every
book that has their three-word phrase, even if the spelling is not perfect. Tey must keep
doing this until they fnd every last book that has a part of their three-word phrase. Teir
last chore is to put all the names and page numbers of the books they found in order,
from most to least similar to their original phrase. If students are not impressed with
the library analogy, tell them to use Google to search for a three-word phrase (with near
matches) and categorize the hits for the entire Web. Tat is essentially what BLAST is
doing in a few seconds.
T74 Investigation 3
To clarify this idea, ask students to align the frst fve bases or amino acids in
three to fve sequences (such as the sequences they download from
http://blogging4biology.edublogs.org/2010/08/28/college-board-lab-fles/).
Which ones are more similar/less similar to one another? Once students understand the
principle behind matching alignments, they can even calculate the percentage similarity
by dividing the number of matching sequence bases by the total number compared. Te
following is a simplifed example of the concept:
Organism A Sequence: ATGATCCAGT
Organism B Sequence: ACGACTCAGT
Organism C Sequence: TTGATCCAGT
In addition, you can have students align gene sequences on paper to simulate what the
BLAST program is doing for them. When uploaded into the BLAST website, each gene
sequence will appear in the query sequence. Students can copy the gene sequence on
paper and compare it to the results once the gene is submitted on the BLAST website.
THE INVESTIGATIONS
You may assign the following questions for homework; as a think, pair/group, share
activity, in which pairs or small groups of students brainstorm ideas and then share them
with other groups; or as a whole-class discussion to assess students understanding of key
concepts pertaining to cladograms:
1. Use the following data to construct a cladogram of the major plant groups:
Table 1. Characteristics of Major Plant Groups
Organisms Vascular Tissue Flowers Seeds
Mosses 0 0 0
Pine trees 1 0 1
Flowering plants 1 1 1
Ferns 1 0 0
Total 3 1 2
2. GAPDH (glyceraldehyde 3-phosphate dehydrogenase) is an enzyme that catalyzes
the sixth step in glycolysis, an important reaction in the process of cellular
respiration. Te following data table shows the percentage similarity of this gene and
the protein it expresses in humans versus other species. For example, according to
the table, the GAPDH gene in chimpanzees is 99.6% identical to the gene found in
humans.
Investigation 3 T75
Table 2. Percentage Similarity Between the GAPDH Gene and Protein in Humans and
Other Species
Species Gene Percentage
Similarity
Protein Percentage
Similarity
Chimpanzee (Pan troglodytes) 99.6% 100%
Dog (Canis lupus familiaris) 91.3% 95.2%
Fruit y (Drosophila melanogaster) 72.4% 76.7%
Roundworm (Caenorhabditis elegans) 68.2% 74.3%
a. Why is the percentage similarity in the gene always lower than the percentage
similarity in the protein for each of the species? (Hint: Recall how a gene is
expressed to produce a protein.)
b. Draw a cladogram depicting the evolutionary relationships among all fve species
(including humans) according to their percentage similarity in the GAPDH gene.
Online Activities
You may also assign the following online activities:
Te Evolution of Flight in Birds
http://www.ucmp.berkeley.edu/education/explorations/reslab/fight/main.htm
Tis activity provides a real-world example of how cladograms are used to understand
evolutionary relationships.
What did T. rex taste like?
http://www.ucmp.berkeley.edu/education/explorations/tours/Trex/index.html
Journey into Phylogenetic Systematics
http://www.ucmp.berkeley.edu/clad/clad4.html
Now that students have completed this investigation, they should feel more comfortable
using BLAST. Te next step is to have students fnd and BLAST their own genes of
interest. Tey might investigate something they have heard the name of, or you could
ask them to think about and explore an enzyme or protein they studied before (e.g.,
DNA polymerase). Tey could look online for additional information to inform their
questions (e.g., Are there diseases where DNA polymerase does not function normally?
Do viruses make DNA polymerase?) Another option is to ask students to identify a
disease that they know is related to proteins, such as spinocerebellar ataxia or various
storage diseases. Search for the normal versus mutant versions of the protein or DNA.
What is diferent about their sequences?
T76 Investigation 3
To locate a gene, go to the Entrez Gene* section of the NCBI website
(http://www.ncbi.nlm.nih.gov/gene) and search for the gene. Once you have found
the gene on the website, copy the gene sequence and input it into a BLAST query. Ask
students to determine the function of proteins in humans and then to predict if they will
fnd the same protein (and related gene) in other organisms. Do students understand
that BLAST analyses provide only one piece of evidence about speciation and the
phylogenetic relationships of organisms? Is DNA evidence more or less important to
evolutionary studies as compared to morphological evidence?
Example Procedure
1. On the Entrez Gene website, search human actin.
2. Click on the frst link that appears and scroll down to the section NCBI Reference
Sequences.
3. Under mRNA and Proteins, click on the frst fle name NM 001100.3.
4. Just below the gene title, click on FASTA.
5. Te nucleotide sequence displayed is that of the actin gene in humans.
6. Copy the gene sequence and go to the BLAST homepage
(http://blast.ncbi.nlm.nih.gov/Blast.cgi).
7. Click on nucleotide blast under the Basic BLAST menu.
8. Paste the sequence into the box where it says Enter Query Sequence.
9. Give the query a title in the box provided if you plan on saving it for later.
10. Under Choose Search Set, select whether you want to search the human genome
only, mouse genome only, or all genomes available.
11. Under Program Selection, choose whether you want highly similar sequences or
somewhat similar sequences. Choosing somewhat similar sequences will provide
you with more results.
12. Click BLAST.
*Entrez Gene is a global database of genetic information. When you use it, you search a number of
databases for specifc gene information. Entrez Gene is separate from BLAST in that it searches for
a specifc genes sequence. BLAST then compares the sequence of the single, specifc gene with other
sequences in the database. An example procedure of how Entrez Gene and BLAST work together is
described in the following example.
Investigation 3 T77
Suggested Genes to Explore
Actin GAPDH Pax1
ATP synthase Keratin Ubiquitin
Catalase Myosin Zinc nger
Examining Gene Sequences Without BLAST
One of the benefts of learning to use BLAST is that students get to experience a
scientifc investigation in the same manner as the scientists who use this tool. However,
it is not necessary to BLAST common genes of interest. Many researchers have saved
common BLAST searches into a database. Te following video demonstrates how to
access these saved BLAST queries:
http://www.wonderhowto.com/how-to-use-blast-link-244610/view/.
Have students consider the following when analyzing the gene sequences:
Te higher the score, the closer the alignment.
Te lower the e value, the closer the alignment.
Sequences with e values less than 1e-04 (1 x 10-4) can be considered related with an
error rate of less than 0.01%.
Students should analyze and discuss the data and try to form logical hypotheses based
on evidence. While the evidence is leading toward a close relatedness with birds and/or
reptiles, you should assess students on their understanding of cladogram construction,
in general, and the evidence they use to defend their hypothesis.
Te following questions are suggested as guidelines to assess students understanding
of the concepts presented in the investigation, but you are encouraged to develop your
own methods of postlab assessment:
Are students able to make predictions about where the fossil species could be placed
on the cladogram based on information they collected from the BLAST queries?
How did the students handle any disagreements about the cladogram? Was their
reasoning evidence based?
Did students have an adequate background in genetics to understand the data they
had to analyze in this investigation?
Are students able to construct their own cladograms using provided data?
T78 Investigation 3
Determine if students truly understand the evolutionary patterns seen in cladograms
by asking them to include concepts such as speciation, extinction, and natural selection
when describing a particular cladogram.
Other Labs
Another inquiry-based cladogram investigation that uses simple household items can be
found at the following website:
http://blogging4biology.edublogs.org/2010/08/26/cladogram-lab-activity/
Tis cladogram investigation also uses simple household items:
http://www.pbs.org/wgbh/nova/teachers/activities/2905_link.html
Tis fun activity involves students creating cladograms to show the evolution of diferent
types of music:
http://www.cse.emory.edu/sciencenet/evolution/teacher%20projects/walton.pdf
Online Activities
Te following online activities are included in the Student Manual:
Te Evolution of Flight in Birds: Tis activity provides a real-world example of how
cladograms are used to understand evolutionary relationships:
What did T. rex taste like?:
http://www.ucmp.berkeley.edu/education/explorations/tours/Trex/index.html
References
Te plant group cladogram table (and answer key) is available at
http://petrifedwoodmuseum.org/Taxonomy.htm
Te following resources illustrate common misconceptions in reading and interpreting
phylogenetic trees:
Baum, David A., Stacey DeWitt Smith, and Samuel S. S. Donovan. Te Tree-Tinking
Challenge. Science 310, no. 5750 (November 11, 2005): 979980.
Baum, David A. and Susan Ofner. Phylogenetics & Tree-Tinking. 70(4), (2008):
222229.
Gregory, T. Ryan. Understanding Evolutionary Trees. Evolution: Education and
Outreach 1 (2008): 121137.
Big
Idea
Investigation 3 S41
Evolution
1
INVESTIGATION 3
COMPARING DNA SEQUENCES TO
UNDERSTAND EVOLUTIONARY
RELATIONSHIPS WITH BLAST
How can bioinformatics be used as a tool
to determine evolutionary relationships and
to better understand genetic diseases?
BACKGROUND
Between 19902003, scientists working on an international research project known as
the Human Genome Project were able to identify and map the 20,00025,000 genes
that defne a human being. Te project also successfully mapped the genomes of other
species, including the fruit fy, mouse, and Escherichia coli. Te location and complete
sequence of the genes in each of these species are available for anyone in the world to
access via the Internet.
Why is this information important? Being able to identify the precise location
and sequence of human genes will allow us to better understand genetic diseases. In
addition, learning about the sequence of genes in other species helps us understand
evolutionary relationships among organisms. Many of our genes are identical or similar
to those found in other species.
Suppose you identify a single gene that is responsible for a particular disease in fruit
fies. Is that same gene found in humans? Does it cause a similar disease? It would take
you nearly 10 years to read through the entire human genome to try to locate the same
sequence of bases as that in fruit fies. Tis defnitely isnt practical, so a sophisticated
technological method is needed.
Bioinformatics is a feld that combines statistics, mathematical modeling, and
computer science to analyze biological data. Using bioinformatics methods, entire
genomes can be quickly compared in order to detect genetic similarities and diferences.
An extremely powerful bioinformatics tool is BLAST, which stands for Basic Local
Alignment Search Tool. Using BLAST, you can input a gene sequence of interest and
search entire genomic libraries for identical or similar sequences in a matter of seconds.
In this laboratory investigation, you will use BLAST to compare several genes,
and then use the information to construct a cladogram. A cladogram (also called a
phylogenetic tree) is a visualization of the evolutionary relatedness of species. Figure 1 is
a simple cladogram.
S42 Investigation 3
Lycopodium Selaginella Isoetes
Figure 1. Simple Cladogram Representing Different Plant Species
Note that the cladogram is treelike, with the endpoints of each branch representing a
specifc species. Te closer two species are located to each other, the more recently they
share a common ancestor. For example, Selaginella (spikemoss) and Isoetes (quillwort)
share a more recent common ancestor than the common ancestor that is shared by all
three organisms.
Figure 2 includes additional details, such as the evolution of particular physical
structures called shared derived characters. Note that the placement of the derived
characters corresponds to when (in a general, not a specifc, sense) that character
evolved; every species above the character label possesses that structure. For example,
tigers and gorillas have hair, but lampreys, sharks, salamanders, and lizards do not have
hair.

jaws
lamprey
salamander
lizard
tiger
gorilla
shark
lungs
dry skin
hair
no tail
Figure 2. Cladogram of Several Animal Species
Te cladogram above can be used to answer several questions. Which organisms have
lungs? What three structures do all lizards possess? According to the cladogram, which
structure dry skin or hair evolved frst?
Investigation 3 S43
Historically, only physical structures were used to create cladograms; however,
modern-day cladistics relies heavily on genetic evidence as well. Chimpanzees and
humans share 95%+ of their DNA, which would place them closely together on a
cladogram. Humans and fruit fies share approximately 60% of their DNA, which would
place them farther apart on a cladogram.
Can you draw a cladogram that depicts the evolutionary relationship among humans,
chimpanzees, fruit fies, and mosses?
Learning Objectives
To create cladograms that depict evolutionary relationships
To analyze biological data with a sophisticated bioinformatics online tool
To use cladograms and bioinformatics tools to ask other questions of your own and
to test your ability to apply concepts you know relating to genetics and evolution
Tere are no safety precautions associated with this investigation.
THE INVESTIGATIONS
Getting Started
Your teacher may assign the following questions to see how much you understand
concepts related to cladograms before you conduct your investigation:
1. Use the following data to construct a cladogram of the major plant groups:
Table 1. Characteristics of Major Plant Groups
Organisms Vascular Tissue Flowers Seeds
Mosses 0 0 0
Pine trees 1 0 1
Flowering plants 1 1 1
Ferns 1 0 0
Total 3 1 2
2. GAPDH (glyceraldehyde 3-phosphate dehydrogenase) is an enzyme that catalyzes
the sixth step in glycolysis, an important reaction that produces molecules used
in cellular respiration. Te following data table shows the percentage similarity of
this gene and the protein it expresses in humans versus other species. For example,
according to the table, the GAPDH gene in chimpanzees is 99.6% identical to the
gene found in humans, while the protein is identical.
S44 Investigation 3
Table 2. Percentage Similarity Between the GAPDH Gene and Protein in Humans and
Other Species
Species Gene Percentage
Similarity
Protein Percentage
Similarity
Chimpanzee (Pan troglodytes) 99.6% 100%
Dog (Canis lupus familiaris) 91.3% 95.2%
Fruit y (Drosophila melanogaster) 72.4% 76.7%
Roundworm (Caenorhabditis elegans) 68.2% 74.3%
a. Why is the percentage similarity in the gene always lower than the percentage
similarity in the protein for each of the species? (Hint: Recall how a gene is
expressed to produce a protein.)
b. Draw a cladogram depicting the evolutionary relationships among all fve species
(including humans) according to their percentage similarity in the GAPDH gene.
Online Activities
You can also prepare for the lab by working through the following online activities:
Te Evolution of Flight in Birds
Tis activity provides a real-world example of how cladograms are used to
understand evolutionary relationships.
What did T. rex taste like?
http://www.ucmp.berkeley.edu/education/explorations/tours/Trex
/index.html
Journey into Phylogenetic Systematics
http://www.ucmp.berkeley.edu/clad/clad4.html
Procedure
A team of scientists has uncovered the fossil specimen in Figure 3 near Liaoning
Province, China. Make some general observations about the morphology (physical
structure) of the fossil, and then record your observations in your notebook.
Little is known about the fossil. It appears to be a new species. Upon careful examination
of the fossil, small amounts of sof tissue have been discovered. Normally, sof tissue
does not survive fossilization; however, rare situations of such preservation do occur.
Scientists were able to extract DNA nucleotides from the tissue and use the information
to sequence several genes. Your task is to use BLAST to analyze these genes and
determine the most likely placement of the fossil species on Figure 4.
Figure 3. Fossil Specimen
A
M
N
H
,

M
i
c
k

E
l
l
i
s
o
n
Investigation 3 S45
heterotroph
vertebrae
fur
two specialized
incisors
rodents
great apes
opposable
thumbs
feathers
birds
crocodilians
palatal valve
crustaceans
two-parted limbs
insects
exposed
mouthparts
Figure 4. Fossil Cladogram
Step 1 Form an initial hypothesis as to where you believe the fossil specimen should be
placed on the cladogram based on the morphological observations you made earlier.
Draw your hypothesis on Figure 4.
Step 2 Locate and download gene fles. Download three gene fles from
http://blogging4biology.edublogs.org/2010/08/28/college-board-lab-fles/.
Step 3 Upload the gene sequence into BLAST by doing the following:
a. Go to the BLAST homepage: http://blast.ncbi.nlm.nih.gov/Blast.cgi
b. Click on Saved Strategies from the
menu at the top of the page.
Figure 5
S46 Investigation 3
c. Under Upload Search Strategy, click on Browse and locate one of the gene fles
you saved onto your computer.
d. Click View.
Figure 6
e. A screen will appear with the parameters for your query already confgured.
NOTE: Do not alter any of the parameters. Scroll down the page and click on the
BLAST button at the bottom.
Figure 7
f. Afer collecting and analyzing all of the data for that particular gene (see
instructions below), repeat this procedure for the other two gene sequences.
Step 4 Te results page has two sections. Te frst section is a graphical display of the
matching sequences.
Investigation 3 S47
Figure 8
Scroll down to the section titled Sequences producing signifcant alignments. Te
species in the list that appears below this section are those with sequences identical to
or most similar to the gene of interest. Te most similar sequences are listed frst, and as
you move down the list, the sequences become less similar to your gene of interest.
Figure 9
If you click on a particular species listed, youll get a full report that includes the
classifcation scheme of the species, the research journal in which the gene was frst
reported, and the sequence of bases that appear to align with your gene of interest.
S48 Investigation 3
Figure 10
If you click on a particular species listed, youll get a full report that includes the species
classifcation scheme, the research journal in which the gene was frst reported, and the
sequence of bases that appear to align with your gene of interest.
If you click on the link titled Distance tree of results, you will see a cladogram with
the species with similar sequences to your gene of interest placed on the cladogram
according to how closely their matched gene aligns with your gene of interest.
Analyzing Results
Recall that species with common ancestry will share similar genes. Te more similar
genes two species have in common, the more recent their common ancestor and the
closer the two species will be located on a cladogram.
As you collect information from BLAST for each of the gene fles, you should be
thinking about your original hypothesis and whether the data support or cause you to
reject your original placement of the fossil species on the cladogram.
For each BLAST query, consider the following:
Te higher the score, the closer the alignment.
Te lower the e value, the closer the alignment.
Sequences with e values less than 1e-04 (1 x 10-4) can be considered related with an
error rate of less than 0.01%.
1. What species in the BLAST result has the most similar gene sequence to the gene of
interest?
2. Where is that species located on your cladogram?
3. How similar is that gene sequence?
4. What species has the next most similar gene sequence to the gene of interest?
Based on what you have learned from the sequence analysis and what you know from
the structure, decide where the new fossil species belongs on the cladogram with the
other organisms. If necessary, redraw the cladogram you created before.
Investigation 3 S49
Evaluating Results
Compare and discuss your cladogram with your classmates. Does everyone agree with
the placement of the fossil specimen? If not, what is the basis of the disagreement?
On the main page of BLAST, click on the link List All Genomic Databases. How
many genomes are currently available for making comparisons using BLAST? How does
this limitation impact the proper analysis of the gene data used in this lab?
What other data could be collected from the fossil specimen to help properly identify
its evolutionary history?
Now that youve completed this investigation, you should feel more comfortable using
BLAST. Te next step is to learn how to fnd and BLAST your own genes of interest. To
locate a gene, you will go to the Entrez Gene website (http://www.ncbi.nlm.nih.gov/
gene). Once you have found the gene on the website, you can copy the gene sequence
and input it into a BLAST query.
Example Procedure
One students starting question: What is the function of actin in humans? Do other
organisms have actin? If so, which ones?
1. Go to the Entrez Gene website (http://www.ncbi.nlm.nih.gov/gene) and search
for human actin.
2. Click on the frst link that appears and scroll down to the section NCBI Reference
Sequences.
3. Under mRNA and Proteins, click on the frst fle name. It will be named NM
001100.3 or something similar. Tese standardized numbers make cataloging
sequence fles easier. Do not worry about the fle number for now.
4. Just below the gene title click on FASTA. Tis is the name for a particular format
for displaying sequences.
5. Te nucleotide sequence displayed is that of the actin gene in humans.
6. Copy the entire gene sequence, and then go to the BLAST homepage
(http://blast.ncbi.nlm.nih.gov/Blast.cgi).
7. Click on nucleotide blast under the Basic BLAST menu.
8. Paste the sequence into the box where it says Enter Query Sequence.
9. Give the query a title in the box provided if you plan on saving it for later.
S50 Investigation 3
10. Under Choose Search Set, select whether you want to search the human genome
only, mouse genome only, or all genomes available.
11. Under Program Selection, choose whether or not you want highly similar
sequences or somewhat similar sequences. Choosing somewhat similar sequences
will provide you with more results.
12. Click BLAST.
Below is a list of some gene suggestions you could investigate using BLAST. As you look
at a particular gene, try to answer the following questions:
What is the function in humans of the protein produced from that gene?
Would you expect to fnd the same protein in other organisms? If so, which ones?
Is it possible to fnd the same gene in two diferent kinds of organisms but not fnd
the protein that is produced from that gene?
If you found the same gene in all organisms you test, what does this suggest about the
evolution of this gene in the history of life on earth?
Does the use of DNA sequences in the study of evolutionary relationships mean that
other characteristics are unimportant in such studies? Explain your answer.
Suggested Genes to Explore Families or Genes Studied Previously
ATP synthase Enzymes
Catalase Parts of ribosomes
GAPDH Protein channels
Keratin
Myosin
Pax1
Ubiquitin
Big Idea 2 T79
Big
Idea
2
Cellular Processes:
Energy and Communication
B
iological systems utilize free energy and molecular building blocks to grow,
reproduce, and maintain dynamic homeostasis. Organisms have evolved
various strategies to capture, use, and store free energy and other vital resources;
for example, autotrophic cells capture free energy through photosynthesis and
chemosynthesis, whereas fermentation and cellular respiration harvest free energy from
sugars to produce free energy carriers, such as ATP, that drive metabolic pathways in
cells. Because defciencies in free energy are detrimental to organisms, several questions
emerge about these processes, including What factors afect the rate of photosynthesis and
cellular respiration? and How can these changes be measured?
In addition to free energy, cells and organisms must exchange matter with the
environment; for example, carbon moves from the environment to organisms, where it
is incorporated into the sugars produced in photosynthesis. Membranes not only allow
cells to maintain internal environments that difer from external environments, but the
selectively permeable structure of cell membranes regulates the movement of molecules
across them. Te processes of osmosis, difusion, and active transport help cells maintain
dynamic homeostasis. Because cells must constantly exchange molecules with their
environment, key questions include What factors afect the rate of difusion and osmosis?
How can these be tested? Why does a plant wilt when deprived of water? and Why can a
plant recover from water loss when other organisms die from dehydration?
Te suite of inquiry-based investigations in big idea 2 provides opportunities
for students to ask questions, and explore answers, about photosynthesis, cellular
respiration, and the movement of molecules across membranes phenomena that will
be studied further when students investigate transpiration in plants (big idea 4).
Materials must move through membranes of a cell for the cell to maintain its dynamic
homeostasis, and this movement is regulated by selectively permeable membranes. Te
simplest form of movement is difusion, in which solutes move from an area of high
concentration to an area of low concentration. Like solutes, water also moves down its
concentration gradient by osmosis.
In Investigation 4: Diffusion and Osmosis, students calculate surface
area-to-volume ratios, and make predictions about which measurement surface
or volume has the greater infuence on the rate of difusion. Next, students create
artifcial cells to model difusion, followed by observation of osmosis in living cells
and measurement of water potential in diferent types of plants. All sections of the
investigation provide opportunities for students to design and conduct experiments
to more deeply investigate questions that emerge from their observations and results.
Students revisit the concepts of osmosis and water potential when they investigate
transpiration in plants (big idea 4).
T80 Big Idea 2
In Investigation 5: Photosynthesis, students learn how to measure
the rate of photosynthesis indirectly by using the foating leaf disk procedure to gauge
oxygen production. Photosynthesis is a strategy employed by autotrophs to capture light
energy to build energy-rich carbohydrates. Te process is summarized by the following
reaction:
2H
2
O + CO
2
+ light carbohydrate (CH
2
O) + O
2
+ H
2
O
To determine the rate of photosynthesis, one could measure the production of O
2
or the
consumption of CO
2
. Te difculty related to measuring the production of oxygen gas is
compounded by the complementary process of aerobic respiration consuming oxygen as
it is produced. Terefore, the rate of photosynthesis generally is calculated by measuring
the consumption of carbon dioxide, but this requires expensive equipment and complex
procedures. Students are asked to consider variables that might afect the rate of
photosynthesis and the foating disk procedure itself. A number of questions emerge
about the process that leads to independent student investigations. Te investigation also
provides an opportunity for students to apply concepts that they have studied previously,
including enzymatic activity, cell structure and function (big idea 4), and the evolution
of conserved core processes in plants (big idea 1).
Investigation 6: Cellular Respiration is a revision of Laboratory 5 (Cell
Respiration) in the 2001 AP Biology Laboratory Manual and refects the shif toward
more student-directed and inquiry-based laboratory experiences as students explore
factors that might afect the rate of cellular respiration in multicellular organisms.
Heterotrophic organisms harvest free energy stored in carbon compounds produced by
other organisms. In cellular respiration, free energy becomes available to drive metabolic
pathways primarily by the conversion of ADP to ATP. If sufcient oxygen is available,
glucose may be oxidized completely, as summarized by the following reaction:
C
6
H
12
O
6
+ 6O
2(g)
6CO
2(g)
+ 6H
2
O + energy
To determine the rate of cellular respiration, one could measure the consumption
of O
2
during the oxidation of glucose, or the production of CO
2
. In this investigation,
students assemble microrespirometers or use gas pressure sensors (probe system)
to measure the relative volume (changes in pressure) as oxygen is consumed by
germinating seeds. Once students learn how to measure the rate of cellular respiration,
questions emerge about the process that leads to independent student investigations
about factors that might afect the rate. Tis investigation can be conducted during
the study of cellular processes, interactions (big idea 4), and even evolution (big idea
1) if students raise questions about cellular respiration as a conserved core process, or
compare diferent processes such as C
3
, C
4
, and CAM plants and the environments in
which they evolved.
Big
Idea
Investigation 4 T81
Cellular Processes:
2
INVESTIGATION 4
DIFFUSION AND OSMOSIS
What causes my plants to wilt if I forget to water them?
BACKGROUND
Cells must move materials through membranes and throughout cytoplasm in order
to maintain homeostasis. Te movement is regulated because cellular membranes,
including the plasma and organelle membranes, are selectively permeable. Membranes
are phospholipid bilayers containing embedded proteins. Te phospholipid fatty acids
limit the movement of water because of their hydrophobic characteristics.
Te cellular environment is aqueous, meaning that the solvent is water, in which
the solutes, such as salts and organic molecules, are dissolved. Water may pass freely
through the membrane by osmosis or through specialized protein channels called
aquaporins. Most ions move through protein channels, while larger molecules, such as
carbohydrates, are carried by transport proteins.
Te simplest form of movement is difusion, in which solutes move from an area
of high concentration to an area of low concentration; difusion is directly related to
molecular kinetic energy. Difusion does not require energy input. Te movement of
a solute from an area of low concentration to an area of high concentration requires
energy input in the form of ATP and protein carriers called pumps.
Water moves through membranes by difusion; this process is called osmosis. Like
solutes, water moves down its concentration gradient. Water moves from areas of
high potential (high water concentration) and low solute concentration to areas of
low potential (low water concentration) and high solute concentration. In walled cells,
osmosis is afected not only by the solute concentration but also by the resistance to
water movement in the cell by the cell wall. Tis resistance is called turgor pressure.
Te terms hypertonic, hypotonic, and isotonic are used to describe solutions separated
by selectively permeable membranes. A hypertonic solution has a higher solute
concentration and a lower water potential as compared to the other solution; therefore,
water will move into the hypertonic solution through the membrane. A hypotonic
solution has a lower solute concentration and a higher water potential than the solution
on the other side of the membrane; water will move down its concentration gradient into
the other solution. Isotonic solutions have equal water potential.
Te movement of solutes and water across cellular membranes is an overarching
concept. Cells must maintain their internal environments and control solute movement.
Tese concepts can be illustrated using model systems and living cells. Students will
revisit the concepts of osmosis and water potential when they investigate transpiration
in plants.
T82 Investigation 4
Tis investigation consists of three parts. It is recommended that students work
through all three sections. In Procedure 1, students use artifcial cells to study the
relationship of surface area and volume. In Procedure 2, they create models of living cells
to explore osmosis and difusion. Students fnish by observing osmosis in living cells
(Procedure 3). All three sections of the investigation provide opportunities for students
to design and conduct their own experiments.
Understanding Water Potential
In nonwalled cells, such as animal cells, the movement of water into and out of a cell is
afected by the relative solute concentration on either side of the plasma membrane. As
water moves out of the cell, the cell shrinks or undergoes crenation; if water moves into
the cell, it swells and may eventually burst or lyse. In walled cells, including fungal and
plant cells, the presence of a cell wall prevents the cells from bursting as water enters;
however, pressure builds up inside the cell and afects the rate of osmosis.
Water potential predicts which way water difuses through plant tissues and is
abbreviated by the Greek letter psi (). Water potential is the free energy per mole of
water and is calculated from two major components: (1) the solute potential (
S
), which
is dependent on solute concentration, and (2) the pressure potential (
P
), which results
from the exertion of pressure either positive or negative (tension) on a solution.
Te solute potential is also called the osmotic potential.
=
P
+
S
Water Potential = Pressure Potential + Solute Potential
Water moves from an area of higher water potential or higher free energy to an area of
lower water potential or lower free energy. Water potential measures the tendency of
water to difuse from one compartment to another compartment.
Te water potential of pure water in an open beaker is zero ( = 0) because both the
solute and pressure potentials are zero (
S
= 0;
P
= 0). An increase in positive pressure
raises the pressure potential and the water potential. Te addition of solute to the water
lowers the solute potential and therefore decreases the water potential. Tis means that a
solution at atmospheric pressure has a negative water potential because of the solute.
Te solute potential (
S
) = iCRT, where i = the ionization constant, C = the molar
concentration, R = the pressure constant (R = 0.0831 liter bars/mole-K), and T = the
temperature in K (273 + C).
A 0.15 M solution of sucrose at atmospheric pressure (
P
= 0) and 25C has an
osmotic potential of -3.7 bars and a water potential of -3.7 bars. A bar is a metric
measure of pressure and is the same as 1 atmosphere at sea level. A 0.15 M NaCl solution
contains 2 ions, Na
+
and Cl
-
; therefore i = 2, and the water potential = -7.4 bars.
When a cells cytoplasm is separated from pure water by a selectively permeable
membrane, water moves from the surrounding area, where the water potential is higher
( = 0), into the cell, where water potential is lower because of solutes in the cytoplasm
( is negative). It is assumed that the solute is not difusing (Figure 1a). Te movement
of water into the cell causes the cell to swell, and the cell membrane pushes against
the cell wall to produce an increase in pressure. Tis pressure, which counteracts the
difusion of water into the cell, is called turgor pressure.
Investigation 4 T83
Over time, enough positive turgor pressure builds up to oppose the more negative
solute potential of the cell. Eventually, the water potential of the cell equals the water
potential of the pure water outside the cell ( of cell = of pure water = 0). At this point,
a dynamic equilibrium is reached and net water movement ceases (Figure 1b).
Bio_T_Lab04_01
a b
Bio_T_Lab04_01
a b
Figures 1a-b. Plant cell in pure water. The water potential was calculated at the
beginning of the experiment (a) and after water movement reached dynamic equilibrium
and the net water movement was zero (b).
If solute is added to the water surrounding the plant cell, the water potential of the
solution surrounding the cell decreases. If enough solute is added, the water potential
outside the cell is then equal to the water potential inside the cell, and there will be no
net movement of water. However, the solute concentrations inside and outside the cell
are not equal because the water potential inside the cell results from the combination of
both the turgor pressure (
P
) and the solute pressure (
S
), as shown in Figure 2.
Bio_T_Lab04_02
Figure 2. Plant cell in an aqueous solution. The water potential of the cell equals that of
surrounding solution at dynamic equilibrium. The cells water potential equals the sum of
the turgor pressure potential plus the solute potential. The solute potentials of the solution
and of the cell are not equal.
If more solute is added to the water surrounding the cell, water will leave the cell, moving
from an area of higher water potential to an area of lower water potential. Te water loss
causes the cell to lose turgor. A continued loss of water will cause the cell membrane to
shrink away from the cell wall, and the cell plasmolyzes.
Have students read the information about water potential and answer the following
questions. You likely will have to guide students with insufcient mathematical skills
through the calculations.
Calculate the solute potential of a 0.1 M NaCl solution at 25C. If the concentration
of NaCl inside the plant cell is 0.15 M, which way will the water difuse if the cell is
placed into the 0.1 M NaCl solutions?
What must the turgor pressure equal if there is no net difusion between the solution
and the cell?
T84 Investigation 4
PREPARATION
Te materials and equipment are listed for each separate experiment.
Timing and Length of the Lab
Tis investigation requires a minimum of four laboratory periods of about 45 minutes
each, plus time for discussions and measurements. Tere are three subparts, each
requiring one class period. An additional class period will be needed for discussion. You
may also assign the prelab questions or online activities/tutorials for homework. You will
need to set aside time to prepare the solutions and the agar for your students.
Te HCl and NaOH solutions will cause chemical burns. Students must wear safety
goggles or glasses, gloves, and aprons and prepare the NaOH and HCl solutions in a
hood. Have the students use these solutions in spill-proof plastic trays or pans.
Tis investigation can be conducted during the study of concepts pertaining to cell
structure and function, modeling cellular processes, and the movement of materials
through biological membranes (big idea 2).
2B Growth, reproduction, and dynamic homeostasis require that cells create and
maintain internal environments that are diferent from their external environments.
2B1: Cell membranes are selectively permeable due to their structure.
2B2: Growth and dynamic homeostasis are maintained by the constant movement of
molecules across membranes.
Learning Objectives
Te student is able to use calculated surface area-to-volume ratios to predict which
cell(s) might eliminate wastes or procure nutrients faster by difusion (2A3 & SP 2.2).
Te student is able to explain how cell size and shape afect the overall rate of nutrient
intake and the rate of waste elimination (2A3 & SP 2.2).
Te student is able to use representations and models to pose scientifc questions
about the properties of cell membranes and selective permeability based on molecular
structure (2B1 & SP 4.2, SP 4.3, SP 4.4).
Investigation 4 T85
Te student is able to construct models that connect the movement of molecules
across membranes with membrane structure and function (2B2 & SP 2.1, SP 2.2,
SP 5.1).
Te student is able to use representations and models to analyze situations or solve
problems qualitatively and quantitatively to investigate whether dynamic homeostasis
is maintained by the active movement of molecules across membranes
(2B1 & 2B2 & SP 2.2, SP 5.2, SP 5.3).
Te form and function of cells, organelles, and organisms is a central concept in biology.
You can help students think about cell shape in relation to its function by providing
examples. Epithelial cells in the small intestine have many microvilli that serve to
increase the surface area. Tese cells take up nutrients from food and move the nutrients
into the capillaries. An erythrocytes concave shape increases the rate of oxygen difusion
out of the cell and into the tissues. Te elongated projection of the root hair and the
large number of them greatly increases the surface area through which water and
minerals pass into the root of a plant.
Students should understand that temperature infuences molecular kinetic energy
directly. Tey have made observations but may not have made the connections. Ask
them to remember what happened to the sugar they added when they prepared an iced
cofee drink versus hot cofee.
A more difcult concept for students to grasp is that molecular weight is inversely
related to the rate of difusion. Have students think about 10 dump trucks and 10 small
cars at the opposite end zones of a football feld. Ten ask them to predict which vehicles
will scatter faster across the feld. Most will understand that large dump trucks move
more slowly (have a lower kinetic energy) than the smaller cars.
Skills Development
Students will develop the following skills, which are reinforced in the transpiration
investigation:
Calculating surface area and volume of a model cell
Designing experiments to measure the rate of osmosis in model cells
Designing experiments to measure water potential in plant cells
Students struggle with the concepts of the random nature of difusion (nondirectional)
and kinetic energy. A good demonstration is to drop some coins over a table to show
that they spread out in all directions; as the height increases (more kinetic energy), the
coins spread out farther from each other.
T86 Investigation 4
Most students will comprehend that substances move from an area of high
concentration to an area of low concentration but fail to realize that the difusion rate is
based on the concentration diferences. Many students confuse concentration with the
amount of a solution. A human skin cell in normal (isotonic) saline will not change its
shape regardless of the amount of saline around it.
Students also think that molecules stop moving at equilibrium. Tis is not the case.
Difusion reaches a dynamic equilibrium, not a static equilibrium.
Water potential is a difcult concept for students to grasp. For students lacking
sufcient mathematical skills, you likely will need to provide guidance as they work
through the information and calculations on water potential. Solutes efectively prevent
water from difusing because the water is no longer free. Solutes are surrounded
by hydration shells and reduce the concentration of water. Students have difculty
understanding how walled cells, such as plant cells, control their internal pressure using
the central vacuole. Tey will need help comprehending how solutes reduce the free
water in a system and therefore act to reduce the water potential.
Te terms hypotonic, hypertonic, and isotonic are confusing until students realize
that these are relative terms and refer to the solute concentration, rather than water
concentration. Use the following online tutorials to help guide your students:
http://mw.concord.org/modeler/
http://www.phschool.com/science/biology_place/labbench/lab1/intro.html
THE INVESTIGATIONS
concepts pertaining to kinetic energy, osmosis, and difusion:
What is kinetic energy and how does it difer from potential energy?
What environmental factors afect kinetic energy and difusion?
Why do these factors alter difusion rates? How do they afect rates?
How are gradients important in difusion and osmosis?
What is the explanation for the fact that most cells are small and have cell membranes
with many convolutions?
Will water move into or out of a plant cell if the cell has a higher water potential than
the surrounding environment?
What would happen if you applied saltwater to a plant?
How does a plant cell control its internal (turgor) pressure?
Investigation 4 T87
Procedure 1: Surface Area and Cell Size
Because cell size and shape are important factors in determining the rate of difusion,
students begin their investigation of the movement of molecules across cell membranes
by exploring the relationship between surface area and volume. Ask students to consider
cell shapes, especially those involved with nutrient uptake; good examples include
intestinal villi and root hair cells. Students should predict which measurement surface
area or volume has the greater infuence on the rate of difusion. Tey should then
calculate surface area-to-volume ratios and determine the difusion depth and rate
in agar.
Materials
2% agar containing the pH-
indicator dye phenolphthalein
1% phenolphthalein solution
0.1M NaOH
0.1M HCl
Squares of hard, thin plastic (from
disposable plates); unserrated knives; or
scalpels from dissection kits
Metric rulers
Petri dishes or test tubes to hold the agar
cubes
Preparation
Wear safety goggles or glasses when preparing these materials.
To prepare 2% agar with phenolphthalein, do the following:
1. Dissolve 1 g phenolphthalein in 100 mL of 95% ethanol to make a 1% solution.
2. Mix 20 g of agar with 1 L water; heat to near boiling or until solution is clear.
3. Cool the agar to ~55C and add 10 mL 1% phenolphthalein; if the agar solution is
clear, add dilute NaOH until the agar is bright pink.
4. Pour the agar into baking pans or shallow trays to 3 cm deep; let the agar cool
overnight.
Have students make cubes (1 cm per side, 2 cm per side). Some students will think to
make the pieces long and thin.
Tip: If the agar loses its color, simply place into dilute NaOH for a few hours.
To prepare NaOH and HCl, do the following:
1. 0.1 M NaOH: Add 0.4 g of NaOH to 80 mL of H
2
O. Stir to dissolve and add water
to 100 mL total volume. Store NaOH solutions in plastic bottles. Label Hazardous-
Caustic Solution.
2. 0.1 M HCl: Add 0.83 mL of concentrated HCl (12.1 M) to H
2
O to bring to 100 mL
total volume. Label Hazardous-Strong Acid.
An alternative method calls for mixing one packet of unfavored gelatin with 237 mL
of water and adding 2.5 mL 1% phenolphthalein and a few drops of 0.1 M NaOH.
T88 Investigation 4
Te solution should be bright pink. Pour the gelatin mixture into shallow pans, and
refrigerate overnight. You may use white vinegar in place of the 0.1 M HCl.
Data Analysis
From the data, students should consider several questions:
Which surface area-to-volume ratio gave the fastest difusion rate?
Which surface area-to-volume ratio had the greatest difusion depth?
How might a cells shape infuence the rate of difusion?
What factors afect the rate of difusion and how can these be tested?
Using the provided materials, students design and conduct an experiment(s) to test the
predictions they made regarding the relationship of surface area and volume in artifcial
cells to the difusion rate using the phenolphthaleinNaOH agar and HCl solution.
Procedure 2: Modeling Diffusion and Osmosis
Students create models of living cells using dialysis tubing. Dialysis tubing contains
pores that permit the passage of small ions and molecules, including water and glucose,
but not larger molecules such as starch and proteins. Like cell membranes, dialysis
tubing is selectively permeable. Students fll their model cells with diferent solutions
and determine difusion rates. Students then can investigate questions about the
movement of water across cell membranes and use their model cells to explore osmosis
in more depth.
Materials
1 M sucrose
1 M NaCl
1 M glucose
5% ovalbumin (egg white protein)
Dialysis tubing (5 pieces per group)
Balances
8 or 10 oz. drinking cups or beakers
Distilled water, volumetric pipettes,
and graduated cylinders for preparing
dilutions
Preparation
1. 1M sucrose: Dissolve 342 g of sucrose in 500 mL of H
2
0; bring to 1 L total volume.
2. 1 M NaCl: Dissolve 58.44 g of NaCl in 500 mL of H
2
3. 1 M glucose (dextrose): Dissolve 180 g of glucose in 500 mL of H
2
0; bring to 1 L total
volume.
4. 5% ovalbumin (if possible, store powder in the refrigerator to prevent clumping):
Mix 50 g of ovalbumin with 500 mL of H
2
Investigation 4 T89
To prepare dialysis tubing, cut dialysis tubing into 20-cm pieces; soak pieces in water.
Extra dialysis tubing can be kept in 20% ethanol in the refrigerator to prevent bacterial
growth.
Students use the dialysis tubing to model cells. Te dialysis tubing is knotted in one
end, flled with 10 mL solution, and knotted to close the tube. Make sure students leave
enough space for water to difuse into the tube. Tell students to keep the dialysis tubing
moist.
Data Analysis
From the data, students should consider several questions.
What factors determine the rate and direction of osmosis?
What would you predict if you used a starch solution instead of the protein?
Can you diagram the fow of water based upon the contents of your model cell and
the surrounding solution?
When will the net osmosis rate equal zero in your model cells?
Based upon your observations, can you predict the direction of osmosis in living cells
when the cells are placed in various solutions?
How is the dialysis tubing functionally diferent from a cellular membrane?
Have students design fve diferent pairs of solutions and make a prediction about
difusion; one pair water in the dialysis tube placed into water is the control.
Have groups of students do replicate experiments. Students are surprised that the tube
containing 5% albumin has no weight change when placed in water.
Procedure 3: Observing Osmosis in Living Cells
It is important that students observe and understand osmosis in living cells. A quick
demonstration is to soak celery sticks in water and in 1 M NaCl and have students break
the sticks. Te sticks in water have high turgor pressure and break with a snap, and
those in saltwater are limp and difcult to break. Ask students to explain how the sound
(snap) is produced.
Materials
Elodea tips or Mnium hornum (moss)
Microscope slides and cover slips
Microscopes
Solutions from Procedure 2
Preparation
Elodea tips can be purchased from biological supply companies; however, some states
have restricted its use because of Elodeas invasive nature. Moss (Mniun hornum) can be
obtained from a greenhouse or from the woods. Have students observe and draw the
T90 Investigation 4
cells at 400 X total magnifcation. Te cell membrane shrinks away from the cell wall,
and the central vacuole collapses when a high concentration of either sugar or salt is
added; this process is called plasmolysis.
Ask students how they would measure the water potential in the diferent types of
plants. Tis can be done by measuring/calculating the change in weight, change in
length, or change in volume. Te laboratory should be set up on one day and measured
the next day.
Ask students how they could measure water potential in plant cells. Tis can be done
by measuring/calculating change in mass, change in length, or change in volume over
time in plant sections from potatoes. You will prepare several solutions with diferent
concentrations of sucrose; however, you will color-code the solutions with food coloring
instead of labeling the concentrations for students. Students design an experiment
to identify the concentrations of the sucrose solutions and then use the solutions to
determine the water potential of the plant tissues.
Students should set up their investigations in one period (4560 minutes) and
conduct them the next day. Waiting too long causes the potato cores to become mushy.
Materials
Potatoes, sweet potatoes, or yams
Cork borers or french fry cutter
Balances
Metric rulers
8 or10 oz. drinking cups
Sucrose solutions of diferent
concentrations (0, 0.2, 0.4, 0.6, 0.8,
1.0 M)
Preparation
Prepare 2,000 mL of 1.0 M sucrose. Use this 1.0 M stock solution to make 1,000 mL
dilutions (0.2, 0.4, 0.6, and 0.8 M). Use a drop of food coloring to give each solution
a diferent color. Te quantities are sufcient for 24 students and can be adjusted for
smaller classes.
Do not label the solutions for students!
1.0 M: 648.6 g sucrose/2000 mL d-H
2
0
0.8 M: 800 mL of 1.0 M to 200 mL d-H
2
O
0.6 M: 600 mL of 1.0 M to 400 mL d-H
2
O
0.4 M: 400 mL of 1.0 M to 600 mL d-H
2
O
0.2 M: 200 mL of 1.0 M to 800 mL d-H
2
O
Investigation 4 T91
Alternative Experiments
Tis investigation consists of three parts. It is recommended that students work through
all three sections. However, if time is an issue, the investigations can be modifed.
Procedure 1 can be skipped; instead, ask your students to consider cell structure and
function and have them calculate the surface area and volume of model cells. Procedure
1 can be integrated into the water potential experiment (Procedure 3) by cutting potato
pieces into diferent sizes and comparing the size/weight changes.
Procedure 2 can by modifed by having students choose among water, protein, and
1 M sucrose. Te model cells can be prepared and lef overnight in the second solution
and weighed the next day, as long as there is sufcient space in the dialysis tubing bags.
An alternative is to place thin celery sticks in the solutions overnight and ask students to
measure how far the celery can bend without breaking the next day.
You can ask students to view videos that show the efect of salt or sugar solutions on
plant cells. For example, see the following:
http://www.csun.edu/scied/7-microscopy/elodea_plasmolysis/index.htm
http://www.teachertube.com/viewVideo.php?video_id=135394
1. Review the learning objectives. You can use the learning objectives to generate
analysis questions. Do the students answers to your questions suggest that they
understand the concepts?
2. Review students experimental evidence. Did students make the appropriate
measurements and graphs to analyze the data? Were they able to make simple
volume and surface area calculations?
3. Have your students prepare laboratory notebooks; keep the frst two pages blank for
a table of contents. Students should record their experimental designs, data, graphs,
results, and conclusions. Tey may use Excel to prepare the graphs.
4. Ask your students to use the principles of osmosis to explain how foods are
preserved. For example, foods are prepared using high concentrations of salt or
sugar (e.g., preserves, jams, jellies). Te high solute potential in the solution prevents
microbial growth.
5. Review water potential with your students; they will revisit the concept when
exploring transpiration in plants.
Ask students if they think that fungal cells have turgor pressure. Ten ask them to design
an experiment to test their hypothesis.
T92 Investigation 4
Molecular Movement and Membranes: Osmosis and Diffusion
Taiz, Lincoln and Eduardo Zeiger. 2010. Unit One: Transport and Translocation of
Water and Solutes in Plant Physiology, 5th ed., pp. 67159. Sinauer Associates, Inc.,
Sunderland, MA.
Te unit covers water and cells, water balance in plants, and solute transport. Te book
is an excellent reference on plant physiology.
http://mw.concord.org/modeler/
Te Molecular Workbench and Lab Bench laboratory online resources about difusion
and osmosis are excellent prelaboratory resources. Both provide feedback with hints
when students answer the questions.
http://nobelprize.org/nobel_prizes/chemistry/laureates/2003/public.html
Te Nobel Prize in Chemistry 2003 was awarded to Peter Agre and Roderick
MacKinnon for their work on aquaporins. Te Nobel Prize website provides
information about these protein channels and their roles in osmosis.
Kowles, Richard V. 2010. Regulation of water in plant cells. Bioscene: Journal of College
Biology 36(1): 3442.
Tis reference reviews water movement in plant cells and describes an experiment to
measure water potential.
Additional Experiments and Demonstrations
Concannon, James P. and Patrick L. Brown. 2008. Transforming Osmosis: Labs to
address standards for inquiry. Science Activities: Classroom Projects and Curriculum
Ideas: 45 (3): 2325.
Sweeney, Ryan M., Lisa Martin-Hansen, Geeta Verma, and John Dunkhase. 2009.
Embracing learners ideas about difusion and osmosis: A Coupled-inquiry approach.
Science Scope: 33(1): 3845.
Friedrichsen, Patricia Meis and Amy Pallant. 2007. French fries, dialysis tubing &
computer models: Teaching difusion & osmosis through inquiry & modeling. Te
American Biology Teacher online February 2007, pp. 2227.
http://www.nabt.org/websites/institution/File/pdfs/publications/abt/2007/069-
02-0031.pdf
Tis resource has questions to help students apply their knowledge about osmosis to
everyday questions, such as how sorbitol afects the human digestive system.
Investigation 4 T93
Instructional Videos
http://www.youtube.com/watch?v=2Th0PuORsWY&feature=related
Tis video demonstrates the difusion of iodine through dialysis membrane into starch.
http://www.youtube.com/watch?v=xQ9DWem9l_8&feature=related
http://www.youtube.com/watch?v=DRHKq0piN0M&feature=related
Tese videos show the difusion of glucose through dialysis membrane with explanation.
http://www.youtube.com/watch?v=VK-_YHakvho
http://www.youtube.com/watch?v=zHyfDGVNdvM&feature=related
Tese resources show plasmolysis in Elodea cells under the microscope.
http://www.youtube.com/watch?v=DpVbcJY4amA
http://www.youtube.com/watch?v=1vQzqk2hzj8&feature=related
Tese videos show an osmosis experiment in decalcifed eggs (2 parts) using water and
corn syrup. Tey reveal ways to measure the egg sizes and make good observations
about the water and corn syrup before and afer the incubation period.
Big
Idea
Investigation 4 S51
Cellular Processes:
2
INVESTIGATION 4
DIFFUSION AND OSMOSIS
What causes my plants to wilt if I forget to
water them?
BACKGROUND
Cells must move materials through membranes and throughout cytoplasm in order
to maintain homeostasis. Te movement is regulated because cellular membranes,
including the plasma and organelle membranes, are selectively permeable. Membranes
are phospholipid bilayers containing embedded proteins; the phospholipid fatty acids
limit the movement of water because of their hydrophobic characteristics.
Te cellular environment is aqueous, meaning that the solvent in which the solutes,
such as salts and organic molecules, dissolve is water. Water may pass slowly through
the membrane by osmosis or through specialized protein channels called aquaporins.
Aquaporins allow the water to move more quickly than it would through osmosis. Most
other substances, such as ions, move through protein channels, while larger molecules,
including carbohydrates, move through transport proteins.
Te simplest form of movement is difusion, in which solutes move from an area
of high concentration to an area of low concentration; difusion is directly related
to molecular kinetic energy. Difusion does not require energy input by cells. Te
movement of a solute from an area of low concentration to an area of high concentration
requires energy input in the form of ATP and protein carriers called pumps.
Water moves through membranes by difusion; the movement of water through
membranes is called osmosis. Like solutes, water moves down its concentration
gradient. Water moves from areas of high potential (high free water concentration)
and low solute concentration to areas of low potential (low free water concentration)
and high solute concentration. Solutes decrease the concentration of free water, since
water molecules surround the solute molecules. Te terms hypertonic, hypotonic, and
isotonic are used to describe solutions separated by selectively permeable membranes.
A hypertonic solution has a higher solute concentration and a lower water potential
as compared to the other solution; therefore, water will move into the hypertonic
solution through the membrane by osmosis. A hypotonic solution has a lower solute
concentration and a higher water potential than the solution on the other side of the
membrane; water will move down its concentration gradient into the other solution.
Isotonic solutions have equal water potentials.
S52 Investigation 4
In nonwalled cells, such as animal cells, the movement of water into and out of a cell
is afected by the relative solute concentration on either side of the plasma membrane.
As water moves out of the cell, the cell shrinks; if water moves into the cell, it swells and
may eventually burst. In walled cells, including fungal and plant cells, osmosis is afected
not only by the solute concentration, but also by the resistance to water movement in
the cell by the cell wall. Tis resistance is called turgor pressure. Te presence of a cell
wall prevents the cells from bursting as water enters; however, pressure builds up inside
the cell and afects the rate of osmosis.
Water movement in plants is important in water transport from the roots into the
shoots and leaves. You likely will explore this specialized movement called transpiration
in another lab investigation.
Understanding Water Potential
Water potential predicts which way water difuses through plant tissues and is
abbreviated by the Greek letter psi (). Water potential is the free energy per mole of
water and is calculated from two major components: (1) the solute potential (
S
), which
is dependent on solute concentration, and (2) the pressure potential (
P
), which results
from the exertion of pressureeither positive or negative (tension) on a solution. Te
solute potential is also called the osmotic potential.
=
P
+
S
Water Potential = Pressure Potential + Solute Potential
Water moves from an area of higher water potential or higher free energy to an area of
lower water potential or lower free energy. Water potential measures the tendency of
water to difuse from one compartment to another compartment.
Te water potential of pure water in an open beaker is zero ( = 0) because both the
solute and pressure potentials are zero (
S
= 0;
P
= 0). An increase in positive pressure
raises the pressure potential and the water potential. Te addition of solute to the water
lowers the solute potential and therefore decreases the water potential. Tis means that a
solution at atmospheric pressure has a negative water potential due to the solute.
Te solute potential (
S
) = iCRT, where i is the ionization constant, C is the molar
concentration, R is the pressure constant (R = 0.0831 liter bars/mole-K), and T is the
temperature in K (273 + C).
A 0.15 M solution of sucrose at atmospheric pressure (
P
= 0) and 25C has an
osmotic potential of -3.7 bars and a water potential of -3.7 bars. A bar is a metric
measure of pressure and is the same as 1 atmosphere at sea level. A 0.15 M NaCl
solution contains 2 ions, Na
+
and Cl
-
; therefore i = 2 and the water potential = -7.4 bars.
When a cells cytoplasm is separated from pure water by a selectively permeable
membrane, water moves from the surrounding area, where the water potential is higher
( = 0), into the cell, where water potential is lower because of solutes in the cytoplasm
Investigation 4 S53
( is negative). It is assumed that the solute is not difusing (Figure 1a). Te movement
of water into the cell causes the cell to swell, and the cell membrane pushes against
the cell wall to produce an increase in pressure. Tis pressure, which counteracts the
difusion of water into the cell, is called turgor pressure.
Over time, enough positive turgor pressure builds up to oppose the more negative
solute potential of the cell. Eventually, the water potential of the cell equals the water
potential of the pure water outside the cell ( of cell = of pure water = 0). At this point,
a dynamic equilibrium is reached and net water movement ceases (Figure 1b).
Bio_T_Lab04_01
a b
Figures 1a-b. Plant cell in pure water. The water potential was calculated at the beginning
of the experiment (a) and after water movement reached dynamic equilibrium and the net
water movement was zero (b).
If solute is added to the water surrounding the plant cell, the water potential of the
solution surrounding the cell decreases. If enough solute is added, the water potential
outside the cell is equal to the water potential inside the cell, and there will be no net
movement of water. However, the solute concentrations inside and outside the cell are
not equal, because the water potential inside the cell results from the combination of
both the turgor pressure (
P
) and the solute pressure (
S
). (See Figure 2.)
Bio_T_Lab04_02
Figure 2. Plant cell in an aqueous solution. The water potential of the cell equals that of
surrounding solution at dynamic equilibrium. The cells water potential equals the sum of
the turgor pressure potential plus the solute potential. The solute potentials of the solution
and of the cell are not equal.
If more solute is added to the water surrounding the cell, water will leave the cell,
moving from an area of higher water potential to an area of lower water potential. Te
water loss causes the cell to lose turgor. A continued loss of water will cause the cell
membrane to shrink away from the cell wall, and the cell will plasmolyze.
S54 Investigation 4
Calculate the solute potential of a 0.1 M NaCl solution at 25C. If the concentration
of NaCl inside the plant cell is 0.15 M, which way will the water difuse if the cell is
placed into the 0.1 M NaCl solutions?
What must the turgor pressure equal if there is no net difusion between the solution
and the cell?
Learning Objectives
To investigate the relationship among surface area, volume, and the rate of difusion
To design experiments to measure the rate of osmosis in a model system
To investigate osmosis in plant cells
To design an experiment to measure water potential in plant cells
To analyze the data collected in the experiments and make predictions about
molecular movement through cellular membranes
To work collaboratively to design experiments and analyze results
To connect the concepts of difusion and osmosis to the cell structure and function
You must wear safety glasses or goggles, aprons, and gloves because you will be working
with acids and caustic chemicals. Te HCl and NaOH solutions will cause chemical
burns, and you should use these solutions in spill-proof trays or pans. Follow your
teachers instructions carefully. Do not work in the laboratory without your teachers
supervision. Talk to your teacher if you have any questions or concerns about the
experiments.
THE INVESTIGATIONS
Tis investigation consists of three parts. In Procedure 1, you use artifcial cells to study
the relationship of surface area and volume. In Procedure 2, you create models of living
cells to explore osmosis and difusion. You fnish by observing osmosis in living cells
(Procedure 3). All three sections of the investigation provide opportunities for you to
design and conduct your own experiments.
Getting Started
Tese questions are designed to help you understand kinetic energy, osmosis, and
difusion and to prepare for your investigations.
What is kinetic energy, and how does it difer from potential energy?
What environmental factors afect kinetic energy and difusion?
Investigation 4 S55
How do these factors alter difusion rates?
Why are gradients important in difusion and osmosis?
What is the explanation for the fact that most cells are small and have cell membranes
with many convolutions?
the surrounding environment?
What would happen if you applied saltwater to a plant?
How does a plant cell control its internal (turgor) pressure?
Procedure 1: Surface Area and Cell Size
Cell size and shape are important factors in determining the rate of difusion. Tink
about cells with specialized functions, such as the epithelial cells that line the small
intestine or plant root hairs.
What is the shape of these cells?
What size are the cells?
How do small intestinal epithelial and root hair cells function in nutrient
procurement?
Materials
2% agar containing NaOH and the pH-
indicator dye phenolphthalein
1% phenolphthalein solution
0.1M HCl
0.1 M NaOH
Squares of hard, thin plastic (from
disposable plates); unserrated knives; or
scalpels from dissection kits
Metric rulers
Petri dishes and test tubes
2% agar with phenolphthalein
preparation
Step 1 Place some phenolphthalein in two test tubes. Add 0.1 M HCl to one test tube,
swirl to mix the solutions, and observe the color. Using the same procedure, add 0.1
M NaOH to the other test tube. Remember to record your observations as you were
instructed.
Which solution is an acid?
Which solution is a base?
What color is the dye in the base? In the acid?
What color is the dye when mixed with the base?
S56 Investigation 4
Step 2 Using a dull knife or a thin strip of hard plastic, cut three blocks of agar of diferent
sizes.
Tese three blocks will be your models for cells.
What is the surface area of each of your three cells?
What is the total volume of each of your cells?
If you put each of the blocks into a solution, into which block would that solution
difuse throughout the entire block fastest? Slowest? How do you explain the
diference?
Alternative Method
Mix one packet of unfavored gelatin with 237 mL of water: add 2.5 mL 1%
phenolphthalein and a few drops of 0.1 M NaOH. Te solution should be bright pink.
Pour the gelatin mixture into shallow pans and refrigerate overnight.
You may use white vinegar in place of the 0.1 M HCl.
Using the materials listed earlier, design an experiment to test the predictions you just
made regarding the relationship of surface area and volume in the artifcial cells to the
difusion rate using the phenolphthaleinNaOH agar and the HCl solution. Once you
have fnished planning your experiment, have your teacher check your design. When
you have an approved design, run your experiment and record your results. Do your
experimental results support your predictions?
Procedure 2: Modeling Diffusion and Osmosis
You are in the hospital and need intravenous fuids. You read the label on the IV bag,
which lists all of the solutes in the water.
Why is it important for an IV solution to have salts in it?
What would happen if you were given pure water in an IV?
How would you determine the best concentration of solutes to give a patient in need
of fuids before you introduced the fuids into the patients body?
In this experiment, you will create models of living cells using dialysis tubing. Like
cell membranes, dialysis tubing is made from a material that is selectively permeable
to water and some solutes. You will fll your model cells with diferent solutions and
determine the rate of difusion.
Investigation 4 S57
Materials
Distilled or tap water
1 M sucrose
1 M NaCl
1 M glucose
5% ovalbumin (egg white protein)
20 cm-long dialysis tubing
Cups
Balances
How can you use weights of the flled cell models to determine the rate and direction
of difusion? What would be an appropriate control for the procedure you just
described?
Suppose you could test other things besides weights of the dialysis tubes. How could
you determine the rates and directions of difusion of water, sucrose, NaCl, glucose,
and ovalbumin?
Will protein difuse? Will it afect the rate of difusion of other molecules?
Step 1 Choose up to four pairs of diferent solutions. One solution from each pair will be
in the model cell of dialysis tubing, and the other will be outside the cell in the cup. Your
ffh model cell will have water inside and outside; this is your control. Before starting,
use your knowledge about solute gradients to predict whether the water will difuse into
or out of the cell. Make sure you label the cups to indicate what solution is inside the cell
and inside the cup.
Step 2 Make dialysis tubing cells by tying a knot in one end of fve pieces of dialysis
tubing. Fill each cell with 10 mL of the solution you chose for the inside, and knot the
other end, leaving enough space for water to difuse into the cell.
Step 3 Weigh each cell, record the initial weight, and then place it into a cup flled with the
second solution for that pair. Weigh the cell afer 30 minutes and record the fnal weight.
Step 4 Calculate the percent change in weight using the following formula:
(fnal initial)/initial X 100. Record your results.
Which pair(s) that you tested did not have a change in weight? How can you explain
this?
If you compared 1 M solutions, was a 1 M NaCl solution more or less hypertonic
than a 1 M sucrose solution? What is your evidence? What about
1 M NaCl and 1 M glucose and 1 M sucrose?
Does the protein solution have a high molarity? What is evidence for your
conclusion?
How could you test for the difusion of glucose?
Based on what you learned from your experiment, how could you determine the
solute concentration inside a living cell?
S58 Investigation 4
Living cell membranes are selectively permeable and contain protein channels that
permit the passage of water and molecules. In some respects, the dialysis tubing you
used is similar to a cell membrane, and you can use it to explore osmosis in greater
depth. Tink about the questions that came up as you worked through the investigation.
What unanswered questions do you still have about osmosis that you could investigate
further?
Using the available materials, design an investigation to answer one of your questions.
Have your teacher check your design frst. Remember to record your results, and be sure
to use appropriate controls.
Tese questions can help jump-start your thinking.
What factors determine the rate and direction of osmosis?
What would you predict if you used a starch solution instead of the protein?
Can you diagram the fow of water based upon the contents of your model cell and
the surrounding solution?
When will the net osmosis rate equal zero in your model cells? Will it ever truly be
zero?
Based upon your observations, can you predict the direction of osmosis in living cells
when the cells are placed in various solutions?
How is the dialysis tubing functionally diferent from a cellular membrane?
Procedure 3: Observing Osmosis in Living Cells
Te interactions between selectively permeable membranes, water, and solutes are
important in cellular and organismal functions. For example, water and nutrients move
from plant roots to the leaves and shoots because of diferences in water potentials.
Based upon what you know and what you have learned about osmosis, difusion, and
water potential in the course of your investigations, think about these questions.
What would happen if you applied saltwater to the roots of a plant? Why?
What are two diferent ways a plant could control turgor pressure, a name for internal
water potential within its cells? Is this a sufcient defnition for turgor pressure?
its surrounding environment?
Step 1 Start by looking at a single leaf blade from either Elodea (a water plant) or a leaf-
like structure from Mnium hornum (a moss) under the light microscope. If you need
assistance, your teacher will show you how to place specimens on a slide.
Where is the cell membrane in relation to the cell wall? Can you see the two
structures easily? Why or why not?
What parts of the cell that you see control the water concentration inside the cell?
Investigation 4 S59
Back in Procedure 2 you tested difusion and osmosis properties of several solutions.
Now you are going to determine how they afect plant cell turgor pressure.
What changes do you expect to see when the cells are exposed to the solutions?
How will you know if a particular treatment is increasing turgor pressure? If it is
reducing turgor pressure?
How could you determine which solution is isotonic to the cells?
Step 2 Test one of the four solutions from Procedure 2 and fnd out if what you predicted
is what happens. When you are done, ask other students what they saw. Be sure to record
all of your procedures, calculations, and observations.
Materials
Potatoes, sweet potatoes, or yams
Cork borers or french fry cutter
Balances
Metric rulers
Cups
Color-coded sucrose solutions of
diferent, but unlabeled, concentrations
prepared by your teacher
Design an experiment to identify the concentrations of the sucrose solutions and use
the solutions to determine the water potential of the plant tissues. (You might want to
review the information on water potential described in Understanding Water Potential.)
Use the following questions to guide your investigation:
How can you measure the plant pieces to determine the rate of osmosis?
How would you calculate the water potential in the cells?
Which solution had a water potential equal to that of the plant cells? How do you
know?
Was the water potential in the diferent plants the same?
How does this compare to your previous determinations in the Elodea cells?
What would your results be if the potato were placed in a dry area for several days
before your experiment?
When potatoes are in the ground, do they swell with water when it rains? If not, how
do you explain that, and if so, what would be the advantage or disadvantage?
S60 Investigation 4
Analyzing Results
1. Why are most cells small, and why do they have cell membranes with many
convolutions?
2. What organelles inside the cell have membranes with many convolutions? Why?
3. Do you think osmosis occurs when a cell is in an isotonic solution? Explain your
reasoning.
Do you think that fungal cells have turgor pressure? Design an experiment to test your
hypothesis.
Big
Idea
Investigation 5 T95
2 Cellular Processes:
INVESTIGATION 5
PHOTOSYNTHESIS
What factors affect the rate of photosynthesis in living leaves?
BACKGROUND
Living systems require free energy and matter to maintain order, to grow, and to
reproduce. Energy defciencies are not only detrimental to individual organisms, but
they cause disruptions at the population and ecosystem levels. Organisms employ
various strategies that have been conserved through evolution to capture, use, and store
free energy. Autotrophic organisms capture free energy from the environment through
photosynthesis and chemosynthesis, whereas heterotrophic organisms harvest free
energy from carbon compounds produced by other organisms. In multicellular plants,
photosynthesis occurs in the chloroplasts within cells.
Te process of photosynthesis occurs in a series of enzyme-mediated steps that
capture light energy to build energy-rich carbohydrates. Te process is summarized by
the following reaction:
2 H
2
O + CO
2
2
O) + O
2
+ H
2
O
To determine the net rate of photosynthesis, one could measure one of the following:
Production of O
2

Consumption of CO
2

Te difculty related to measuring the production of oxygen is compounded by the
complementary process of aerobic respiration consuming oxygen as it is produced.
Terefore, measuring oxygen production is equivalent to measuring net photosynthesis.
A measurement of respiration in the same system allows one also to estimate the gross
production.
Generally, the rate of photosynthesis is calculated by measuring the consumption of
carbon dioxide. However, equipment and procedures to do this are generally beyond the
reach of most introductory laboratories.
In Getting Started, students conduct prelab research on the process of photosynthesis
and review concepts they may have studied previously particularly concepts about the
properties of light.
In the frst part of the lab, students learn how to measure the rate of photosynthesis
indirectly by using the foating leaf disk procedure to measure oxygen production.
Alternatively, they could explore how to measure the rate of photosynthesis using
various probes interfaced to computers.
In the foating leaf disk procedure, a vacuum is used to remove trapped air and
infltrate the interior of plant (leaf) disk samples with a solution containing bicarbonate
ions that serve as a carbon source for photosynthesis. Te infltrated leaves sink in the
T96 Investigation 5
bicarbonate solution. When placed in sufcient light, the photosynthetic processes then
produce oxygen bubbles that change the buoyancy of the disk, eventually causing them
to rise.
Students should develop the skills necessary to implement the selected procedure
so that they can explore their own questions about photosynthesis in Designing and
Conducting Your Investigation. Procedure serves as a structured inquiry that is a
prerequisite for open inquiry into the variables that may afect photosynthesis.
First, during class discussions, students consider a number of variables that might
afect the rate of photosynthesis in plants both physical variables and biotic variables.
Likewise, students consider variables that might afect the foating disk procedure itself.
Tese variables are compiled and categorized to serve as a guide for student questions
and experimental design, as illustrated in Table 1.
Table 1. Variables Affecting Rate of Photosynthesis
Environmental Variables Plant or Leaf Variables Method Variables
(These variables may not
affect photosynthesis but are
still important to investigate.)
Light intensity
(brightness)
Light color (How can
students explain that
plants are green and that
chlorophyll does not
absorb green light?)
Temperature
Bicarbonate concentration
(CO
2
source)
Direction of incoming
light
pH of solution
Leaf color (chlorophyll
amount)
Leaf size
Stomata density
Stomata distribution
Light-starved leaves vs.
leaves kept in bright light
Type of plant
Leaf age
Leaf variegation
Role of respiration
in plants along with
photosynthesis
measuring gross
photosynthesis
Size of leaf disk
Depth of bicarbonate
solution
Methods of cutting disks
Leaf disk overlap
Soap amount
How many times can the
procedure be repeated
with the same disks?
How long can the disks
remain sunk in the
solution can they be
stored overnight?
Method of collecting data
Once students learn how to measure the rate of photosynthesis and have discussed a
number of variables that might be measured, questions should emerge about the process
that leads to independent student investigations.
One advantage of the foating disk technique is that the equipment and supplies
required are inexpensive, so nearly every classroom environment can provide ample
supplies for individual student investigations.
Finally, students design and conduct an experiment(s) to investigate one or more
questions that they raised in Procedure. Teir exploration will likely generate even more
questions about photosynthesis.
Investigation 5 T97
For students who try but are unable to develop questions of their own, consider the
following supplemental prompts:
What makes plants stop growing? Could any of these afect photosynthesis?
Do all leaves look the same? What is diferent? Could these diferences afect
photosynthesis?
Te lab also provides an opportunity for students to apply, review, and/or scafold
concepts that they have studied previously, including the relationship between
cell structure and function (chloroplast); enzymatic activity (especially rubisco, if
temperature as a variable is explored); strategies for capture, storage, and use of free
energy; difusion of gases across cell membranes; behavior of gases in solution; evolution
of plants and photosynthesis (including an explanation of why plants dont absorb green
light); and the physical laws pertaining to the properties of buoyancy.
Note About Light Sources: A strong light source is necessary for success in this
procedure. Some of the best results have been obtained when placing the cups of leaf
disks on the bed of an overhead projector. Another inexpensive light source is the work
spotlights that you can purchase from various retail stores, coupled with 100-watt
equivalent compact fuorescent bulbs.
PREPARATION
Baking soda (sodium bicarbonate)
Liquid soap (approximately 5 mL of
dishwashing liquid or similar soap in
250 mL of water)
2 plastic syringes without needles (10
mL or larger), available from biological
and scientifc supply companies
or rather cheaply at large chain
drugstores (ask for 10 mL oral medicine
dispensers). It is a good idea to have
extra syringes on hand, as some students
may need more than two for their
independent investigations.
Living leaves [spinach, especially baby
spinach from the produce section of
the grocery story, or ivy (Hedera helix),
which is perennially green and
naturalized throughout the country]
Hole punch
2 clear plastic cups
Timer
Light source (Inexpensive light sources
include the clamp lights purchased at
big-box stores coupled with 100-watt
equivalent compact fuorescent bulbs.
Tese lights do a great job of producing
the low-heat, high-intensity light needed
for this work.)
Students invariably underestimate
the various light parameters in this
procedure. An important piece of
equipment to include in any classroom
when studying photosynthesis is a
PAR meter (photosynthetically active
radiation). A PAR meter counts photons
in the PAR spectrum. A PAR meter will
greatly facilitate experimental design.
Te sample graphs included in this lab
investigation measured light intensity
with an outdated measurement, the foot
candle, which is a subjective measure
of luminance not closely related to PAR
fux.
T98 Investigation 5
Te prelab questions and online preparation and review activities suggested in Getting
Started can be assigned for homework.
Te frst part of the investigation requires one lab period of about 45 minutes to
introduce the methods of either procedure. Te second part, Designing and Conducting
Your Investigation, requires approximately two lab periods of about 45 minutes each
for students to conduct their own investigations. If interfaced sensors are available and
students know how to use them, students can begin working on the procedure outlined
in the frst part. Another suggestion is to have students design their experiment(s) as a
homework assignment; lab groups can communicate through various social networking
sites or by email. Teachers also should dedicate a third lab period for students to share
their results and conclusions with the class by appropriate means, such as a mini-poster
session, an oral presentation, or a traditional lab report.
Students can work as pairs, trios, or small groups to accommodate diferent class sizes
and equipment availability.
Te primary safety issues in this lab have to do with solutions near electric lights.
Caution students to observe proper care with solutions near lights. Because students will
be working in close proximity to exposed lightbulbs, be sure to require eye protection
in the form of safety goggles. Moreover, some high-intensity light sources get extremely
hot. If you are using these, advise students not to drip water on them (shatter hazard)
or to lean against a light (burn hazard). Most but not all syringes are capable of
withstanding the vacuum created in this procedure without failure. However, you should
test the syringes beforehand.
Tis investigation can be conducted during the study of concepts pertaining to cellular
processes (big idea 2), specifcally, the capture, use, and storage of free energy, or
interactions (big idea 4). In addition, some questions students are likely to raise connect
to evolution (big idea 1). As always, it is important to make connections between big
ideas and enduring understandings, regardless of where in the curriculum the lab is
taught. Te concepts align with the enduring understandings and learning objectives
from the AP Biology Curriculum Framework, as indicated below.
1B1: Organisms share many conserved core processes and features that evolved and
are widely distributed among organisms today.
2A1: All living systems require constant input of free energy.
2A2: Organisms capture and store free energy for use in biological processes.
Investigation 5 T99
2B3: Eukaryotic cells maintain internal membranes that partition the cell into
specialized regions (e.g., chloroplasts).
4A2: Te structure and function of subcellular components, and their interactions,
provide essential cellular processes.
Learning Objectives
Te student is able to describe specifc examples of conserved core biological
processes and features shared by all domains or within one domain of life, and how
these shared, conserved core processes and features support the concept of common
ancestry for all organisms (1B1 & SP 7.2).
Te student is able to justify the scientifc claim that organisms share many conserved
core processes and features that evolved and are widely distributed among organisms
today (1B1 & SP 6.1).
Te student is able to justify the scientifc claim that free energy is required for
living systems to maintain organization, to grow, or to reproduce, but that multiple
strategies exist in diferent living systems (2A1 & SP 6.1).
Te student is able to use representations to pose scientifc questions about what
mechanisms and structural features allow organisms to capture, store, and use free
energy (2A2 & SP 1.4, SP 3.1).
Te student is able to use representations and models to describe diferences in
prokaryotic and eukaryotic cells (2B3 & SP 1.4).
Te student is able to construct explanations based on scientifc evidence as to how
interactions of subcellular structures provide essential functions (4A2 & SP 6.2).
interactions among living systems and their environment, which result in the
movement of matter and energy (4A6 & SP 2.2).
Before students investigate photosynthesis, they should demonstrate an understanding
of the following concepts related to the physical properties of light. Te concepts may be
scafolded according to level of skills and conceptual understanding.
Measuring light intensity
Te inverse square law
Te wave nature of light (visible light spectrum, i.e., colors)
Light as energy
Tis investigation reinforces the following skills:
Preparing solutions
Preparing a serial dilution
Measuring light intensity
Developing and applying indices to represent the relationship between two
quantitative values (e.g., an ET
50
Index)
Using reciprocals to modify graphical presentations
Utilizing medians as a measure of central tendencies
Constructing data tables and graphs
Communicating results and conclusions
Skills Development
Applying the foating disk assay procedure to study photosynthesis or dissolved
oxygen or carbon dioxide sensors with computer interface
Measuring/calculating rates of photosynthesis
Students ofen come to biology with the misconception that plants undergo
photosynthesis (only) and animals undergo cellular respiration. Students ofen forget
that most plant cells also possess mitochondria and respire. In the fnal part of this
investigation, students can explore the combined role of respiration and photosynthesis
with experiments of their own design. For example, if a student places disks that have
foated under light into a dark environment, plant respiration will consume the oxygen
bubbles causing the disks to re-sink.
Students have a difcult time understanding the properties of light and how these
properties can afect photosynthesis. Te instructor may want to include a quick
demonstration of the inverse square law and another quick demonstration on light
absorbance.
If students have a solid understanding of the aforementioned concepts, they should
be able to pose scientifc questions about photosynthesis and design an experiment(s)
around the efects of variables on the rate of photosynthesis. Te skills and concepts
may be taught through a variety of methods in an open-inquiry investigation, and
photosynthetic rates may be measured by several means. Only the foating disk
technique is described in the Student Manual, and alternative procedures may be equally
and successfully substituted. For example, in the procedures outlined in the Student
Manual, production of O
2
gas in photosynthesis is measured, but students also can
measure the production of CO
2
, or even simultaneous changes in volumes of both gases,
depending on available equipment (e.g., gas sensor probes with computer interface).
Measuring the rate of photosynthesis is a challenge in a high school laboratory.
Because the purchase of appropriate sensors or instrumentation is expensive, the
foating disk system described in the Student Manual provides an easier, cheaper,
and more reliable method to study both photosynthetic rates as well as rates of
respiration. Te cost of materials and equipment is under $0.50 per student
(exclusive of light sources or meters). A video outlining the method can be found at
http://www.kabt.org/2008/09/29/video-on-sinking-disks-for-the-foating-leaf-
disk-lab/.
Te steps in the frst part of the lab require teacher direction to familiarize
students with the foating disk system or computer-based sensors. Te fnal part of
the investigation requires less teacher direction and instruction, the degree to which
depends on conceptual understanding and the skill level of the students.
If students are to be successful in the fnal part, in which they design and conduct
their own investigations, it is essential that they have success in sinking their leaf disks.
Attention to this task generally is the deciding variable that points to positive student
outcomes.
THE INVESTIGATIONS
Investigating biology requires a variety of skills. Te skills reinforced and introduced
vary across the laboratories in this manual. Te skills emphasized in a laboratory dictate
whether a prelab assessment is appropriate.
designed to help students explore various parameters that can afect the rate of
photosynthesis along with aspects of experimental design. Very little background
knowledge is required to begin this work, but exploring some parameters deeply
might require further research. For example, when students begin this procedure, they
generally are not familiar with either the properties of light or the chemistry of dissolved
carbon dioxide and bicarbonate ions. Students can begin asking and answering their
own questions without this knowledge. As they work through the lab, students may be
motivated to do additional research on photosynthesis.
Data Tables
Te analysis and presentation of data are difcult challenges for most students. Following
is an example of a graph of results that a student might present:
Disks Floating
12
10
0
2
4
6
8
0 5 10 15
Time in Minutes
N
u
m
b
e
r

o
f

D
i
s
k
s
Disks foating
Figure 1. Disks Floating
Te following method of data collection is suggested for students, although others
work as well. In this case, the disks foating are counted at the end of each time interval.
Te median is chosen over the mean as the summary statistic. For most student work,
the median will generally provide a better estimate of the central tendency of the data
because, on occasion, a disk fails to rise or takes a very long time to do so. Consequently,
for this sample, the median time for fve disks to rise is somewhere between 11 and 12
minutes. A term coined by G. L Steucek and R. J Hill (1985) for this relationship is ET
50
,
the estimated time for 50% of the disks to rise. Tat is, rate is a change in a variable over
time. Te time required for 50% of the leaf disks to foat is represented as Efective Time
= ET
50
.
Figure 2 is a sample graph of a photosynthesis light response curve utilizing the ET
50

concept.
Photosynthesis vs. Light Intensity
50
20
15
10
5
0
0 200 400 600 800 1000 1200 1400
Light Intensity (FT-C)
R
a
t
e

o
f

P
h
o
t
o
s
y
n
t
h
e
s
i
s

E
T
5
0
Figure 2. Photosynthesis vs. Light Intensity [Source: Steucek and Hill, 1985]
Note that the shape of this curve is not the expected curve that rises and levels of. Tis
is because the times to foat are the inverse of the rate of photosynthesis. Taking the
reciprocal of ET
50
, 1/ ET
50
allows the graphic presentation to more closely express the
physical phenomenon, as shown in Figure 3.
Photosynthesis vs. Light Intensity
0.14
0.12
0.08
0.06
0.04
0.02
0.1
0
0
Light Intensity (FT-C)
R
a
t
e

o
f

P
h
o
t
o
s
y
n
t
h
e
s
i
s

(
1
/
E
T
5
0
)
1400 1200 1000 800 600 400 200
Figure 3. Photosynthesis vs. Light Intensity (1/ ET
50
) [Source: Steucek and Hill, 1985]
Tis procedure is particularly useful for comparing photosynthetic rates between C4
and C3 plants. Tis procedure is also very useful for exploring the connection between
photosynthesis and cellular respiration. Once the infltrated disks have foated because of
photosynthesis, the rate of cellular respiration can be determined by placing the systems
in a dark environment. If the disks are still swirled afer each minute, the process of
cellular respiration will consume the oxygen bubbles in the mesophyll spaces, causing
the disks to sink again. Tis phenomenon is illustrated in Figure 4.
Disks Floating
10
12
8
6
4
2
0
0 5 10 15 20
Time in Minutes
Disks foating
N
u
m
b
e
r

o
f

D
i
s
k
s
25 30 35 40 45
Figure 4. Disks Floating
(In this case, the cup with foating disks was placed under a cardboard box with no light
at the 14-minute mark. Note that the slope of the sinking rate is less than that of the
foating rate.)
Tere are many research papers on the Internet that explore photosynthesis. Tese
studies can serve as guides to the kinds of questions that students can ask. For example,
if you put the terms photosynthesis light response curve into your search engine, you
will fnd myriad ideas for student questions and experimental designs.
Figure 5 shows a sample light response curve as an example of the type of work
students can do with this technique. Te total time required was about one hour of
laboratory work per student. Te plant is deep shade English Ivy grown at 25 C, with
excess bicarbonate solution. All of the leaf disks came from a single leaf. Te technique
was modifed by placing the infltrated disks in petri dishes with 30 mL of bicarbonate
solution each. Tis created a very shallow solution depth in which the leaf disks rose
more quickly.
Photosynthesis Response Curve
(Shade-Grown Ivy)
0
1
2
3
4
5
6
7
8
0 100 200 300 400 500 600
PAR in Micromoles per Square Meter per Second
Error bars = + or - 2 S.E.
1
/
S
e
c
o
n
d
s

t
o

R
i
s
e

T
i
m
e
s

1
0
0
0
Figure 5. Photosynthesis Response Curve
In this example, the time for each disk to rise was measured in seconds (difcult to do
accurately by oneself but relatively easy to do and much more precise with a digital video
camera or a group of students). In this case, a PAR meter was used to measure PAR fux,
and a shop light with an 8-inch refector and a 100-watt equivalent compact fuorescent
bulb created the light source. Since the rise of each disk was measured (not the ET
50

method), an estimated Standard Error could be calculated, although the reciprocal of
time for each leaf disk to rise was still plotted.
Tere is one data point that was excluded for very bright light (>1,000 micromoles
per square meter per second). Te disks were so close to the bulb that the temperature of
the water rose, afecting the results. To avoid this problem, consider introducing the idea
of a water heat flter to students investigating similar variables.
Once students have mastered the foating disk technique, they will design an experiment
to test another variable that might afect the rate of photosynthesis. Possible questions
generated from students observations include the following. However, it is suggested
that students generate their own questions to explore.
What environmental variables might afect the net rate of photosynthesis? Why do
you think they would afect it? How do you predict they would afect it?
What features or variables of the plant leaves might afect the net rate of
photosynthesis? How and why?
Could the way you perform the procedure afect the outcome? If the outcome
changes, does it mean the net rate of photosynthesis has changed? Why do you think
that?
If students are truly stumped, you can give them some guidance. Tell students that leaves
with hairy surfaces should be avoided and that ivy and spinach are among the plants
that work well. Diferences between plants may be one of the ideas that students want to
investigate.
A particularly efective method of assessment involves the use of peer-reviewed
laboratory notebooks and mini-posters (described in Chapter 6). With an appropriate
lab investigation rubric, students can deliver feedback to each other that is not
graded, providing valuable formative feedback during and afer their investigations.
Te advantage of peer-review is that revisions can be encouraged before a grade is
determined.
For this investigation the mini-poster has proven to be a very efective tool to evaluate
individual or group work. Te following are suggested as guidelines to assess students
understanding of the concepts presented in the investigation, but you are encouraged to
develop your own methods of postlab assessment:
1. Revisit the learning objectives. Based on students answers to the analysis questions,
do you think students have met the objectives of the laboratory investigation?
2. Have students develop a list of common misconceptions or concepts that they had
difculty understanding about the process of photosynthesis before conducting their
investigations.
3. Did students have sufcient mathematical skills to calculate the rate(s) of
photosynthesis?
4. Released AP Exams have several multiple-choice and essay questions based on the
concepts studied in this investigation. Tese could be used to assess your students
understanding.
SUPPLEMENTAL RESOURES
Prelab Activities
http://mw2.concord.org/tmp.jnlp?address=http://mw2.concord.org/public/part2/photosynthesis/index.cml
Tis resource provides an interactive tutorial on the process of photosynthesis and the
interaction with light.
Procedural Resources
AP Biology Lab Manual, Lab 4: Plant Pigments and Photosynthesis, Te College Board,
2001.
Although this laboratory protocol is teacher directed, students can use the resource to
glean information about the process of photosynthesis as they design experiments to
investigate factors that afect photosynthesis.
http://www.kabt.org/2008/09/29/video-on-sinking-disks-for-the-foating-
leaf-disk-lab/
Tis video demonstrates the foating leaf disk technique.
http://www.elbiology.com/labtools/Leafdisk.html
Tis resource describes the leaf disk technique.
Te following resources either ofer variations of the foating disk technique or used the
technique to provide evidence for research. All ofer good ideas that can be adapted
for student research. Try to obtain a copy of the Wicklif and Chasson (1964) paper. It
is the earliest paper of which this author is aware that describes this technique, and it
is perhaps the best. Tere are many ideas that can lead to good student projects.
W. K Vencill and C. L Foy, Distribution of triazine-resistant smooth pigweed
(Amaranthus hybridus) and common lambsquarters (Chenopodium album) in
Virginia, Weed Science 36, no. 4 (1988): 497499.
F. Juliao and H. C Butcher IV, Further Improvements to the Steucek & Hill Assay of
Photosynthesis, Te American Biology Teacher (1989): 174176.
J. L. Wicklif and R. M. Chasson, Measurement of photosynthesis in plant tissues using
bicarbonate solutions, BioScience 14, no. 3 (1964): 3233.
G. L Steucek and R. J Hill, Photosynthesis: I: An Assay Utilizing Leaf Disks, Te
American Biology Teacher (1985): 9699.
R. J Hill and G. L Steucek, Photosynthesis: II. An Assay for Herbicide Resistance in
Weeds, Te American Biology Teacher 47, no. 2 (1985): 99102.
Redding, Kelly and David Masterman, Biology with Vernier, Lab 10: Photosynthesis,
Vernier, Beaverton, OR.
Students can use this resource for information about how to collect data using a gas
pressure sensor with computer interface to measure photosynthesis.
Big
Idea
Investigation 5 S61
INVESTIGATION 5
PHOTOSYNTHESIS
What factors affect the rate of photosynthesis in
living leaves?
BACKGROUND
Photosynthesis fuels ecosystems and replenishes the Earths atmosphere with oxygen.
Like all enzyme-driven reactions, the rate of photosynthesis can be measured by either
the disappearance of substrate or the accumulation of product (or by-products).
Te general summary equation for photosynthesis is
2 H
2
O + CO
2
2
O) + O
2
+ H
2
O
What could you measure to determine the rate of photosynthesis?
Production of O
2
(How many moles of O
2
are produced for one mole of sugar
synthesized?)
or
Consumption of CO
2
(How many moles of CO
2
are consumed for every mole of
sugar synthesized?)
In this investigation, you will use a system that measures the accumulation of oxygen.
S62 Investigation 5
Bio_S_Lab05_01
Stoma
Palisade layer
Spongy mesophyll
Air space
Figure 1. Leaf Anatomy
Because the spongy mesophyll layer of leaves (shown in Figure 1) is normally infused
with gases (O
2
and CO
2
), leaves or disks cut from leaves normally foat in water.
What would you predict about the density of the leaf disk if the gases are drawn from
the spongy mesophyll layer by using a vacuum and replaced with water? How will
that afect whether or not the leaf foats? If the leaf disk is placed in a solution with an
alternate source of carbon dioxide in the form of bicarbonate ions, then photosynthesis
can occur in a sunken leaf disk. As photosynthesis proceeds, oxygen accumulates in the
air spaces of the spongy mesophyll, and the leaf disk will once again become buoyant
and rise in a column of water. Terefore, the rate of photosynthesis can be indirectly
measured by the rate of rise of the leaf disks. However, theres more going on in the leaf
than that! You must also remember that cellular respiration is taking place at the same
time as photosynthesis in plant leaves. (Remember that plant cells have mitochondria,
too!) What else could be going on that might afect this process? Aerobic respiration
will consume oxygen that has accumulated in spongy mesophyll. Consequently, the
two processes counter each other with respect to the accumulation of oxygen in the
air spaces of the spongy mesophyll. So now you have a more robust measurement tool
the buoyancy of the leaf disks is actually an indirect measurement of the net rate of
photosynthesis occurring in the leaf tissue.
Learning Objectives
To design and conduct an experiment to explore the efect of certain factors,
including diferent environmental variables, on the rate of cellular photosynthesis
Investigation 5 S63
To connect and apply concepts, including the relationship between cell structure
and function (chloroplasts); strategies for capture, storage, and use of free energy;
difusion of gases across cell membranes; and the physical laws pertaining to the
properties and behaviors of gases
You must wear safety goggles or glasses, aprons, and gloves because you will be working
in close proximity to exposed lightbulbs that can easily shatter.
Be careful to keep your solutions away from the electrical cord of your light source.
Follow your teachers instructions.
If you investigate temperature as a variable in Designing and Conducting Your
Investigation, there is no need to heat any solution beyond 5060C.
Most but not all syringes are capable of withstanding the vacuum created in this
procedure without failure. However, you should test the syringes beforehand.
THE INVESTIGATIONS
Getting Started
To study photosynthesis, review the properties of light and how it interacts with matter.
In addition to your textbook, the Concord Consortium has a Java-based Web activity
that will review the properties of light and the ways in which visible light interacts with
matter in the process of photosynthesis. Tis multistep activity uses visualizations,
animations, and a molecular modeling engine that does an excellent job of making
abstract concepts understandable. To explore this activity, enter these terms in your
search engine: concord consortium molecular workbench photosynthesis.
While going through this activity, record any questions in your laboratory notebook.
Tese questions and others that occur to you while working through the steps in
Procedure can serve as a basis for your own investigation in Designing and Conducting
Your Investigation.
Procedure
In this part of the lab, you will learn how the foating leaf disk technique can measure
the rate of photosynthesis by testing a variable that you know afects photosynthesis.
Later, you will apply this technique (or computer-based probes) to test a variable
that you choose. It is important for you to develop a few skills during this part of
the investigation in order to carry out your own investigation. For the foating disk
technique, the most challenging skill is getting the disks to sink. Dont just watch
someone do this; make sure you can get the disks to sink as well.
S64 Investigation 5
Materials
Baking soda (sodium bicarbonate)
Liquid soap (approximately 5 mL of
dishwashing soap in 250 mL of water)
2 plastic syringes without needle (10 mL
or larger)
Living leaves (spinach, ivy, etc.)
Hole punch
2 clear plastic cups
Timer
Light source
Figure 2. Materials
When immersed in water, oxygen bubbles are usually trapped in the air spaces of
the spongy mesophyll in the plant leaf. By creating a vacuum in this experimental
procedure, the air bubbles can be drawn out of the spongy mesophyll, and the
space is reflled by the surrounding solution. Tis allows the leaf disks to sink in the
experimental solution. If the solution has bicarbonate ions and enough light, the leaf
disk will begin to produce sugars and oxygen through the process of photosynthesis.
Oxygen collects in the leaf as photosynthesis progresses, causing the leaf disks to foat
again. Te length of time it takes for leaf disks to foat again is a measure of the net rate
of photosynthesis. Tis process is shown in Figure 3.
Investigation 5 S65
Bio_S_Lab05_03
CO
2
in solution
Solution
Bubbles of O
2
forming
1 2
Figure 3. Photosynthesis at Work
Question: If the leaf disks are treated in a way you know increases the net rate of
photosynthesis, should they start to foat faster or slower? Why?
Step 1 Prepare 300 mL of 0.2% bicarbonate solution for each experiment. Te bicarbonate
will serve as a source of carbon dioxide for the leaf disks while they are in the solution.
Step 2 Pour the bicarbonate solution into a clear plastic cup to a depth of about 3 cm.
Label this cup With CO
2
. Fill a second cup with only water to be used as a control
group. Label this cup Without CO
2
. Troughout the rest of the procedure you will be
preparing material for both cups, so do everything for both cups simultaneously.
Step 3 Using a pipette, add one drop of a dilute liquid soap solution to the solution in each
cup. It is critical to avoid suds. If either solution generates suds, then dilute it with more
bicarbonate or water solution. Te soap acts as a surfactant or wetting agent it wets
the hydrophobic surface of the leaf, allowing the solution to be drawn into the leaf and
enabling the leaf disks to sink in the fuid.
Figure 4. Dilute Liquid Soap Solution Added to Cup
Step 4 Using a hole punch, cut 10 or more uniform leaf disks for each cup. Avoid major
leaf veins. (Te choice of plant material is perhaps the most critical aspect of this
procedure. Te leaf surface should be smooth and not too thick.)
S66 Investigation 5
Figure 5. Leaf Disks
Step 5 Draw the gases out of the spongy mesophyll tissue and infltrate the leaves with the
sodium bicarbonate solution by performing the following steps:
a. Remove the piston or plunger from both syringes. Place the 10 leaf disks into each
syringe barrel.
b. Replace the plunger, but be careful not to crush the leaf disks. Push in the plunger
until only a small volume of air and leaf disk remain in the barrel (<10%).
c. Pull a small volume (5 cc) of sodium bicarbonate plus soap solution from your
prepared cup into one syringe and a small volume of water plus soap into the
other syringe. Tap each syringe to suspend the leaf disks in the solution. Make
sure that, with the plunger inverted, the disks are suspended in the solution. Make
sure no air remains. Move the plunger to get rid of air from the plunger before
you attempt Step d.
d. You now want to create a vacuum in the plunger to draw the air out of the leaf
tissue. Tis is the most difcult step to master. Once you learn to do this, you will
be able to complete the entire exercise successfully. Create the vacuum by holding
a fnger over the narrow syringe opening while drawing back the plunger (see
Figure 6a). Hold this vacuum for about 10 seconds. While holding the vacuum,
swirl the leaf disks to suspend them in the solution. Now release the vacuum
by letting the plunger spring back. Te solution will infltrate the air spaces in
the leaf disk, causing the leaf disks to sink in the syringe. If the plunger does
not spring back, you did not have a good vacuum, and you may need a diferent
syringe. You may have to repeat this procedure two to three times in order to
get the disks to sink. (If you have any difculty getting your disks to sink afer
three tries, it is usually because there is not enough soap in the solution. Try
adding a few more drops of soap to the cup and replacing the liquid in the
syringe.) Placing the disks under vacuum more than three times can damage the
disks.
Investigation 5 S67
Figure 6a. Creating a Vacuum in the
Plunger
Figure 6b. Sinking Leaf Disks
Step 6 Pour the disks and the solution from the syringe into the appropriate clear plastic
cup. Disks infltrated with the bicarbonate solution go in the With CO
2
cup, and disks
infltrated with the water go in the Without CO
2
cup.
Step 7 Place both cups under the light source and start the timer. At the end of each
minute, record the number of foating disks. Ten swirl the disks to dislodge any that
stuck against the side of the cups. Continue until all of the disks are foating in the cup
with the bicarbonate solution.
Figure 7a. Cup Under Light Source
Figure 7b. Disks Floating in Cup with
Bicarbonate Solution
Step 8 To make comparisons between experiments, a standard point of reference is
needed. Repeated testing of this procedure has shown that the point at which 50% of the
leaf disks are foating (the median or ET
50
, the Estimated Time it takes 50% of the disks
to foat) is a reliable and repeatable point of reference for this procedure.
Step 9 Record or report fndings.
S68 Investigation 5
What factors afect the rate of photosynthesis in living plants?
1. Once you have mastered the foating disk technique, you will design an experiment
to test another variable that might afect the rate of photosynthesis. Some ideas
include the following, but dont limit yourself to just these:
What environmental variables might afect the net rate of photosynthesis? Why do
you think they would afect it? How do you predict they would afect it?
What features or variables of the plant leaves might afect the net rate of
photosynthesis? How and why?
Could the way you perform the procedure afect the outcome? If the outcome
changes, does it mean the net rate of photosynthesis has changed? Why do you think
that?
Note: If you are truly stumped, your instructor can give you some guidance. Keep in
mind that leaves with hairy surfaces should be avoided. Ivy and spinach work well, but
many others do as well. Diferences between plants may be one of the ideas that you
want to investigate.
2. Use your results to prepare a lab report/mini-poster for a classroom peer review
presentation. See Chapter 2 for guidance on this.
Additional Guidelines
1. Consider combining variables as a way to describe diferences between diferent
plants. For instance, if you investigate how light intensity afects the rate of
photosynthesis, you might generate a photosynthesis light response curvethe
rate of photosynthesis at diferent light intensities. Te shape of this curve may
change for diferent plants or plants in diferent light environments. Te light
response curve is a form of measurement itself. How do you think a light response
curve (the frst variable) for a shade-grown leaf compares to that of a sun-grown
leaf? In this situation, sun versus shade is the second variable. Comparing light
response curves is a standard research technique in plant physiological ecology.
2. When you compare the ET
50
across treatments, you will discover that there is an
inverse relationship between ET
50
and the rate of photosynthesis ET
50
goes down
as rate of photosynthesis goes up, which plots a graph with a negative slope. Tis
creates a seemingly backward graph when plotting your ET
50
data across treatments,
as shown in Figure 8a. To correct this representation and make a graph that
shows increasing rates of photosynthesis with a positive slope, the ET
50
term can
be modifed by taking its inverse, or 1/ET
50
. Tis creates a more traditional direct
relationship graph, as shown in Figure 8b.
Investigation 5 S69
Rate of Photosynthesis
E
T
5
0
1
/
E
T
5
0
Rate of Photosynthesis
Figure 8a. Inverse Relationship Figure 8b. Direct Relationship
3. Dont forget to include other appropriate data analyses as you prepare and study
your discussion and conclusions. In particular for this investigation, you should
somehow indicate the variability in your data. Te ET
50
measurement is calculated
from the median. To indicate the spread of your data, you could use error bars
around the ET
50
point that express that variation, or you might consider using box
and whisker plots.
Big
Idea
INVESTIGATION 6
CELLULAR RESPIRATION*
What factors affect the rate of cellular respiration in multicellular
organisms?
BACKGROUND
they cause disruptions at the population and ecosystem levels as well. Organisms employ
energy from carbon compounds produced by other organisms. In cellular respiration,
free energy becomes available to drive metabolic pathways vital to cellular processes
primarily by the conversion of ADP ATP. In eukaryotes, respiration occurs in the
mitochondria within cells.
If sufcient oxygen is available, glucose may be oxidized completely in a series of
enzyme-mediated steps, as summarized by the following reaction:
C
6
H
12
O
6
+ 6O
2(g)
6CO
2(g)
+ 6H
2
O + energy
More specifcally,
C
6
H
12
O
6
+ 6O
2 (g)
6CO
2 (g)
+ 6H
2
O +
686 kilocalories of energy
mole of glucose oxidized
Te chemical oxidation of glucose has important implications to the measurement
of respiration. From the equation, if glucose is the energy source, then for every
one molecule of oxygen consumed, one molecule of carbon dioxide is produced. To
determine the rate of cellular respiration, one could measure any of the following:
Consumption of O
2
during the oxidation of glucose (How many moles of O
2
are
consumed when one mole of glucose is oxidized?)
Production of CO
2
during aerobic respiration (How many moles of CO
2
are produced
when one mole of glucose is oxidized?)
Release of energy in the form of heat as one mole of glucose is oxidized
In Getting Started, students conduct prelab research on the process of cellular respiration
and review concepts they may have studied previously.
In Procedures, students learn how to calculate the rate of cellular respiration by
using a respirometer system (microrespirometers or gas pressure sensors with computer
interface) that measures the relative volume (changes in pressure) as oxygen is consumed
by germinating plant seeds at room temperature (20C). As oxygen is consumed during
respiration, it is normally replaced by CO
2
gas at a ratio of one molecule of CO
2
for each
molecule of O
2
. Tus, one would expect no change in gas volume to result from this
experiment. However, the CO
2
produced is removed by potassium hydroxide (KOH),
which reacts with CO
2
to form solid potassium carbonate (K
2
CO
3
) through the following
reaction:
CO
2
+ 2KOH K
2
CO
3
+ H
2
O
As O
2
is consumed, the overall gas volume in the respirometer decreases, and this
change can be used to determine the rate of cellular respiration. Because respirometers
are sensitive to changes in gas volume, they are also sensitive to changes in temperature
and air pressure; thus, students need to use a control respirometer containing nonliving
matter (e.g., glass beads) instead of germinating seeds to measure and correct for
changes in temperature and pressure.
Once students learn how to measure the rate of cellular respiration, questions should
emerge about the process that lead to investigation, including the following:
What is the diference, if any, in the rate of cellular respiration in germinating seeds
versus nongerminating seeds?
Does the temperature of germinating seeds afect the rate of cellular respiration? Do
plant seeds consume more oxygen at higher temperatures than at lower temperatures?
Do germinating seeds just starting to germinate consume oxygen at a greater rate
than seeds that have been germinating for several days (age dependence)?
Do seeds, such as Wisconsin Fast Plant seeds (which store energy as oil), respire at a
diferent rate from small grass seeds (which store energy as starch)?
Do small seeds of spring fowers, weeds, or grasses respire at a diferent rate from
seeds from summer, fall, or winter plants?
Do seeds from monocot plants respire at diferent rates from dicot plants?
Do available nutrients afect the rate of respiration in germinating seeds?
Can the same respirometer system be used to measure the rate of respiration in small
invertebrates, such as insects or earthworms?
What problems would arise if students used a living, green plant instead of
germinating seeds?
In Designing and Conducting Your Investigation, students design and conduct an
experiment(s) to investigate one or more questions that they raised in Procedures. Teir
exploration will likely generate even more questions about cellular respiration.
concepts that they have studied previously, including the relationship between cell
structure and function (mitochondria); enzymatic activity; strategies for capture, storage,
and use of free energy; difusion of gases across cell membranes; and the physical laws
pertaining to the properties and behaviors of gases.
PREPARATION
Complete details of the procedure for assembling and using microrespirometers or
gas pressure sensors to measure the rate of cellular repiration are found in the Student
Manual. However, the following materials should be available.
Germinating/nongerminating
Wisconsin Fast Plant seeds or seeds
of several species of plants, including
grasses; small insects, such as crickets or
earthworms; small glass beads; or dry,
baked seeds
Safety goggles or glasses, aprons, and
gloves
1 mL plastic tuberculin syringes without
needles
Tin-stem plastic dropping pipettes
40 L plastic capillary tubes or plastic
microhematocrits
Hot glue gun, absorbent and
nonabsorbent cotton
3 or 4 one-quarter inch fat metal
washers
Celsius thermometer, centimeter rulers,
and permanent glass-marking pens
Constant-temperature water bath
Manometer fuid (soapy water with red
food coloring)
15% solution of KOH, potassium
hydroxide solution (or NaOH, Drano)
As part of an experimental setup, more than one syringe size can be used depending
on the size of organisms. Students then can pick barrel diameters that match the
organism(s) being tested. Having various sizes or syringes available also mitigates the
problem of seeds getting stuck afer germinating. Larger syringes can be disassembled,
cleaned, and reused. Students can then compare species plants versus animals,
annelids versus arthropods, slow versus fast moving, fying versus not fying, etc.
Students also can examine the efects of diferent temperatures or light levels on
respiration rates. Table 1 indicates appropriate syringe sizes for various organisms.
Table 1. Syringe Sizes for Various Organisms
Syringe Size Organisms
1 mL (tuberculin) radish, broccoli seed; Drosophila
3 mL rye, oats; mealworms, ladybugs
5 mL ower and vegetable seed; small worms, ants
10 mL peas, beans; crickets, large worms, bessbugs, cockroaches
Te prelab questions and online preparation and review activities suggested in Getting
Started can be assigned for homework.
Te investigation requires approximately four lab periods of about 45 minutes
each one period for students to assemble microrespirometers, if they choose that
system; one period to conduct Procedures (using respirometers to measure respiration);
and approximately two periods to conduct their own investigations (Designing and
Conducting Your Investigation). If gas pressure sensors are available and students know
how to use them, they can assemble them in about 10 minutes and proceed directly
to Procedures. Alternatively, students can design their experiment(s) as a homework
assignment, and lab groups can communicate through various social networking sites or
by email. Teachers should allow time for students to share their results and conclusions
with the class by appropriate means, such as a mini-poster session or traditional lab
report. Students can work in pairs or small groups to accommodate diferent class sizes.
Safety goggles or glasses, aprons, and gloves must be worn because KOH (or the
alternative, NaOH in Drano) is caustic. Keep the KOH solution in cotton, using a
limited amount of KOH, inside the barrel of the syringe, and youll minimize accidental
exposure to KOH. When charging the microrespirometers, point the capillary into a sink
in case there is excess KOH that might be expelled from the capillary under pressure.
Students must be careful when using the hot glue gun to seal microrespirometers.
Students should be supervised at all times while working in the laboratory.
processes (big idea 2) specifcally, the capture, use, and storage of free energy or
interactions (big idea 4). In addition, some questions students are likely to connect to
evolution (big idea 1) if students explore cellular respiration a conserved core process
in a variety of plants or insects. As always, it is important to make connections
between big ideas and enduring understandings, regardless of where in the curriculum
the lab is taught. Te concepts align with the enduring understandings and learning
objectives from the AP Biology Curriculum Framework, as indicated below.
1B1: Organisms share many conserved core processes and features that evolved and
are widely distributed among organisms today.
2A2: Organisms capture and store free energy for use in biological processes.
2B3: Eukaryotic cells maintain internal membranes that partition the cell into
specialized regions (e.g., mitochondria).
4A2: Te structure and function of subcellular components, and their interactions,
provide essential cellular processes.
Learning Objectives
Te student is able to describe specifc examples of conserved core biological
processes and features shared by all domains or within one domain of life, and how
these shared, conserved core processes and features support the concept of common
ancestry for all organisms (1B1 & SP 7.2).
Te student is able to justify the scientifc claim that organisms share many conserved
core processes and features that evolved and are widely distributed among organisms
today (1B1 & SP 6.1).
Te student is able to justify a scientifc claim that free energy is required for living
systems to maintain organization, to grow, or to reproduce, but that multiple
Te student is able to use representations to pose scientifc questions about what
mechanisms and structural features allow organisms to capture, store, and use free
energy (2A2 & SP 1.4, SP 3.1).
Te student is able to use representations and models to describe diferences in
prokaryotic and eukaryotic cells (2B3 & SP 1.4).
Te student is able to construct explanations based on scientifc evidence as to how
interactions of subcellular structures provide essential functions (4A2 & SP 6.2).
Before students investigate cellular respiration, they should be able to demonstrate
understanding of the following concepts:
Te relationship between cell structure and function (mitochondria)
Enzymatic activity and the efects of environmental variables, such as temperature
and pH, on enzyme-catalyzed reactions
Strategies for capture, storage, and use of free energy
Interdependence of photosynthesis and cellular respiration
Aerobic respiration versus fermentation
Difusion of gases across cell membranes
Tese concepts may be scafolded according to level of skills and conceptual
understanding. For example, a number of physical laws relating to gases are important
to understanding how the respirometer systems used in the investigation(s) measure
respiration rate. In particular, the laws are summarized in the general gas law, and
students should be able to manipulate the equation PV = nRT, where
P = pressure of the gas
V = volume of the gas
n = number of molecules of the gas
R = the gas constant (its value is fxed)
T = temperature of the gas
Students can be directed to several online resources to review the gas laws, including
http://www.phschool.com/science/biology_place/labbench/lab5/intro.html,
which ofers activities to introduce key concepts pertaining to cellular respiration, and
http://www.nclark.net/GasLaws, which provides myriad tutorials and animations to
introduce or review the gas laws.
Tis investigation reinforces the following skills. (However, if students have not
acquired these skills previously, the procedures in this lab will help students develop
them.)
Preparing a constant temperature water bath
Measuring volume and temperature using the metric system
Skills Development
Assembling and using microrespirometers or gas pressure sensors with computer
interface
Measuring/calculating rates of cellular respiration
Students ofen come to biology with the misconception that plants undergo
photosynthesis (only) and animals undergo cellular respiration. Students are surprised
to learn that most plant cells possess mitochondria and respire. Te Procedures section,
in which students measure the rate of respiration in germinating seeds, dispels the
misconception.
If students have a solid understanding of the aforementioned concepts, they should be
able to pose scientifc questions about cellular respiration and design an experiment(s)
around the efects of variables on the rate of respiration. Te skills and concepts may be
taught through a variety of methods in an open-inquiry investigation, and respiration
rates may be measured by several means. Only two methods (microrespirometers or
gas pressure sensors with computer interface) are described in the Student Manual, and
alternative procedures may be equally and successfully substituted. For example, in the
procedures outlined in the Student Manual, consumption of O
2
gas in respiration is
measured, but students also can measure the production of CO
2
or even simultaneous
changes in volumes of both gases, depending on available equipment.
Measuring the rate of respiration is more technically challenging than many lab
procedures because there are many places for potential error in the assembly and use
of the respirometers described in the AP Biology Lab Manual (2001), Lab 5. Since gas
pressure sensors are expensive, the microrespirometer system described in the Student
Manual provides an easier, cheaper, and more reliable method to study both plant seed
and small insect metabolisms. Te details of the microrespirometer method frst
published by Richard E. Lee in Te American Biology Teacher can be found at
http://www.elbiology.com/labtools/Microrespirometers.html.
Microrespirometers provide advantages for use in high school laboratories because they
cost less than 25 cents each, have adjustable volumes, and work quickly. In addition,
their small size allows them to equilibrate their temperature rapidly in water baths.
Bio_T_Lab06_01
The microrespirometer is placed
in a water bath to help maintain
a constant temperature.
CO
2
combines with KOH to form a solid
K
2
CO
3
. As a result, the CO
2
is removed
from the air in the microrespirometer.
CO
2
Cotton protects the organism at the bottom
of the microrespirometer from corrosive KOH.
The air is a mixture
of O
2
and other gases.
O
2
Living organism
Figure 1. Microrespirometer
Te respirometers must be airtight. Tey are sensitive to environmental changes,
including movement from ones bumping the lab table. Once the respirometers have
reached equilibrium, they should not be touched or moved, nor should anything else
be added to or taken out of the water baths (including students hands!). Students
should not try to simplify their investigations by leaving out the control respirometers
containing glass beads only; the readings taken from these respirometers are essential for
correcting the readings of the other respirometers.
As stated previously, rates of cellular respiration also can be determined using gas
pressure sensors with a computer interface. Instructions, tips, and suggestions for most
accurate usage of these devices can be found in the instructions that are provided with
the purchase of the equipment.
THE INVESTIGATIONS
concepts pertaining to cellular respiration:
1. Why is it necessary to correct the readings of the respirometers containing seeds
with the readings taken from respirometers containing only glass beads? Your
answer should refer to the concepts derived from the general gas law,
PV = nRT
2. What happens to the volume of the gas being measured (O
2
consumption or CO
2

production) when the temperature or pressure changes during the experiment?
If pressure and temperature remain constant, will the volume of gas in the
respirometers increase or decrease? Please explain. Hint: Several tutorials and
animations explaining the general gas law are available online (e.g.,
http://www.nclark.net/GasLaws).
3. Imagine that you are given 25 germinating pea seeds that have been placed in boiling
water for 5 minutes. You place these seeds in a respirometer and collect data. Predict
the rate of oxygen consumption (i.e., cellular respiration) for these seeds, and explain
your reasons.
4. Imagine that you are asked to measure the rate of respiration for a 25 g reptile and
a 25 g mammal at 10C. Predict how the results would compare and justify your
prediction.
5. Imagine that you are asked to repeat the reptile/mammal comparison of oxygen
consumption, but at a temperature of 22C. Predict how these results would difer
from the measurements made at 10C, and explain your prediction in terms of
metabolism.
Visuals
Although encouraged to develop their own means of reporting data, students might fnd
the following tables and graph helpful for recording their data/results and proposing
their plan for their independent, inquiry-based investigation(s). If students use a gas
pressure sensor with computer interface, the computer will generate the graph on the
screen; however, you may elect to have students draw, label, and annotate any graphs.
Table 2. Results for Procedures, Using Microrespirometers
A
Total Time (Min.)
B
Water Bath
Temperature (C)
C
Total Distance Fluid
Has Moved (cm)
D
Change in Fluid
Position During Time
Interval (cm)
0
5
10
15
20
25
Table 3. Investigation Proposal
Hypothesis (if then because):
Materials and supplies:
Variable(s) manipulated:
Variable(s) held constant/controls:
Method(s) or procedure(s):
Students ofen having difculty analyzing and presenting data. Following is an example
of a graph of investigation results that a student might present:
500
400
300
200
100
0
0 10 20
Temperature (C)
O
x
y
g
e
n

C
o
n
s
u
m
p
t
i
o
n

(
L
/
g
r
/
h
)
30 40
Midge larvae (Belgica antarctica)
Tick (Ixodes uriae)
Figure 2. Effect of Temperature on the Rate of Oxygen Consumption Determined Using
Microrespirometers in Two Antarctic Terrestrial Arthropods: Adult Females of the Ixodid
Tick, Ixodes uriae, and Chironomid Larvae, Belgica antarctica. Data from Lee and Baust
(1982 a, b).
Note that the points plotted are respiration rates at various temperatures. Your students
might not consider the number of treatments or replications typical of even small
investigations. You might consider sharing this graph or similar ones with your students
to help them arrive at their own experimental design and analysis.
A line of best ft is a straight line that best represents data on a scatterplot. Lines of
best ft are plotted, but there is no indication of the correlation coefcient or the equation
for either line. Moreover, you do not know whether these are single measurements
or means that are plotted. Tese should be indicated if these data are used to support
a hypothesis. Likewise, if these points are means, standard errors bars for each point
should be indicated. (In the example above, Lee was demonstrating what the data might
look like when plotted. You would need to go to Lees original paper to view how these
data were used to support a conclusion.)
Now that students have learned how to measure the rate of cellular respiration in
germinating seeds, they have a tool for exploring questions on their own. Tey begin
by thinking about the process of cellular respiration. Several questions about cellular
respiration should emerge, including the following:
When does it occur? Are there any situations when living cells are not respiring?
Why might some living cells respire more than others?
Are there diferences between major groups of organisms in how fast they respire?
What is the diference, if any, in the rate cellular respiration in germinating seeds
versus nongerminating seeds?
Does the temperature of germinating seeds afect the rate of cellular respiration? Do
plant seeds consume more oxygen at higher temperatures than at lower temperatures?
Do seeds, such as Wisconsin Fast Plant seeds (which store energy as oil), respire at a
invertebrates such as insects or earthworms?
Step 1 Students are asked to design an experiment to investigate one of their
own questions about cellular respiration or one of the questions above, using
microrespirometers or gas pressure sensors. When identifying their design, students
should address the following:
What is the essential question being addressed?
What assumptions are made about the question(s) being addressed? Can those
assumptions be verifed?
Will the measurements you choose to make provide the necessary data to answer the
question under study?
Did you include a control in your experiment?
What are possible sources of error in the experiment(s)?
Step 2 Students should make a hypothesis, which should include a prediction about the
efect of the factor(s) they chose to investigate on the rate of cellular respiration.
Step 3 Ten students conduct their experiment(s) and record data and any answers to
their questions in their laboratory notebook.
Step 4 Students should record their data using appropriate methods, such as the example
table provided in Visuals. Tey should then graph the results to show the efect of the
factors/variables they investigated on the rate of cellular respiration. Students should
calculate the rate(s) of cellular respiration for each factor/variable.
Te following are suggested as guidelines to assess students understanding of the
concepts presented in the investigation, but you are encouraged to develop your own
methods of postlab assessment:
1. Revisit the learning objectives. Based on students answers to the analysis questions,
do you think students have met the objectives of the laboratory investigation?
2. As a result of this lab, did students demonstrate evidence of what they knew and
could do within the context of the learning objectives?
conclusions in a lab notebook or have them construct a mini-poster to share with
their classmates.
4. Have students develop a list of concepts that they had difculty understanding about
the process of cellular respiration before conducting their investigations.
5. Did students have sufcient mathematical skills required to calculate the rate(s) of
cellular respiration?
6. If you used the gas pressure sensors to measure O
2
consumption or CO
2
production,
were students able to navigate through the computer interface to the lab
investigation without much difculty? If students had difculty, ask them to teach
each other how to use the equipment.
7. Did students have an adequate understanding of the general gas law as it applies to
the concepts in this lab?
based on the concepts studied in this investigation. Tese could be used to assess
your students understanding.
Students can explore answers to other questions that might have been raised as they
conducted their experiment(s). For example, if they originally investigated the efect
of temperature on metabolic rate in plant seeds, they might want to explore a diferent
aspect, such as the efect of temperature on metabolic rate in small invertebrates, such as
insects or earthworms, or the relationship between the mass of an organism and its rate
of respiration.
Prelab Activities
Tis resource provides an interactive tutorial on the structure and function of
mitochondria and the process of cellular respiration.
http://www.nclark.net/GasLaws
Tis resource provides myriad tutorials and animations that review the gas laws.
http://vcell.ndsu.edu/animations/
Tis resource introduces students to the concepts of cellular respiration. By walking
through the still images and movie included for each topic, students are in control of
choosing the learning style that best fts their needs.
AP Biology Lab Manual, Lab 5: Cell Respiration, Te College Board, 2001.
Although this laboratory protocol is teacher directed, students can use the resource to
glean information about the process of cellular respiration as they design experiments
to investigate factors, including environmental variables such as temperature, that
afect the rate of respiration.
http://www.elbiology.com/labtools/Microrespirometers.html.
Tis resource describes the procedure and tips for assembling microrespirometers.
Lee, Richard E. Using Microrespirometers to Measure O
2
Consumption by Insects and
Small Invertebrates. Te American Biology Teacher, vol. 57, no. 5, 28485, 1995.
Tis resource provides information about the use of microrespirometers in measuring
respiration rates in insects and small invertebrates such as crickets and earthworms.
Redding, Kelly, and David Masterman. Biology with Vernier. Lab 11: Cell Respiration.
Vernier: Beaverton, OR.
Students can use this resource for information about how to collect data using a gas
pressure sensor with computer interface to measure the rate of respiration in plant
seeds or small insects.
Big
Idea
Investigation 6 S71
INVESTIGATION 6
CELLULAR RESPIRATION*
What factors affect the rate of cellular respiration in
multicellular organisms?
BACKGROUND
they cause disruptions at the population and ecosystem levels as well. Organisms employ
energy from carbon compounds produced by other organisms. Te process of cellular
respiration harvests the energy in carbon compounds to produce ATP that powers most
of the vital cellular processes. In eukaryotes, respiration occurs in the mitochondria
within cells.
If sufcient oxygen is available, glucose may be oxidized completely in a series of
enzyme-mediated steps, as summarized by the following reaction:
C
6
H
12
O
6
+ 6O
2(g)
6CO
2(g)
+ 6H
2
O + energy
More specifcally,
C
6
H
12
O
6
+ 6O
2
6CO
2
+ 6H
2
O +
686 kilocalories of energy
mole of glucose oxidized
Te chemical oxidation of glucose has important implications to the measurement of
respiration. From the equation, if glucose is the energy source, then for every molecule
of oxygen consumed, one molecule of carbon dioxide is produced.
Suppose you wanted to measure the overall rate of cellular respiration.
What specifc things could you measure?
Which of these might be easier or harder to measure?
In Procedures, you will learn how to calculate the rate of cellular respiration by using a
respirometer system (either microrespirometers or gas pressure sensors with computer
interface). Tese measure relative volume (changes in pressure) as oxygen is consumed
by germinating plant seeds. As oxygen gas is consumed during respiration, it is normally
S72 Investigation 6
replaced by CO
2
gas at a ratio of one molecule of CO
2
for each molecule of O
2
. Tus,
you would expect no change in gas volume to result from this experiment. However, in
the following procedure the CO
2
produced is removed by potassium hydroxide (KOH).
KOH reacts with CO
2
to form the solid potassium carbonate (K
2
CO
3
) through the
following reaction:
CO
2
+ 2KOH K
2
CO
3
+ H
2
O
Tus, as O
2
is consumed, the overall gas volume in the respirometer decreases. Te
change in volume can be used to determine the rate of cellular respiration. Because
respirometers are sensitive to changes in gas volume, they are also sensitive to changes
in temperature and air pressure; thus, you need to use a control respirometer. What
would be a good control for this procedure? Talk with another student for a minute, and
come up with at least one possible control you could use.
As you work through Procedures, think about this question: What factors can afect
the rate of cellular respiration? In Designing and Conducting Your Investigation, you
will design and conduct an experiment(s) to investigate at least one of your responses
to this question or some other question you have. Your exploration will likely generate
even more questions about cellular respiration.
Te investigation also provides an opportunity for you to apply and review concepts
that you have studied previously, including the relationship between cell structure and
function (mitochondria); enzymatic activity; strategies for capture, storage, and use of
free energy; difusion of gases across cell membranes; and the physical laws pertaining
to the properties and behaviors of gases.
Learning Objectives
To learn how a respirometer system can be used to measure respiration rates in plant
seeds or small invertebrates, such as insects or earthworms
To design and conduct an experiment to explore the efect of certain factors,
including environmental variables, on the rate of cellular respiration
To connect and apply concepts, including the relationship between cell structure
and function (mitochondria); strategies for capture, storage, and use of free energy;
difusion of gases across cell membranes; and the physical laws pertaining to the
properties and behaviors of gases
You must wear safety goggles or glasses, aprons, and gloves during this investigation(s)
because KOH (or the alternative, NaOH in Drano) is caustic. Follow your teachers
instructions when using the hot glue gun to seal microrespirometers. Do not work in
the laboratory without your teachers supervision.
Investigation 6 S73
THE INVESTIGATIONS
Getting Started
Your teacher may assign the following questions to see how much you understand
concepts related to respiration before you design and conduct your own investigation:
1. Why is it necessary to correct the readings of the respirometers containing seeds
with the readings taken from respirometers containing only glass beads? Your
answer should refer to the concepts derived from the general gas law:
PV = nRT
Where
P = pressure of the gas
V = volume of the gas
n = number of moles of the gas
R = the gas constant (its value is fxed)
T = temperature of the gas
2. What happens to the volume of the gas being measured (O
2
consumption or CO
2

production) when the temperature or pressure changes during the experiment?
If pressure and temperature remain constant, will the volume of gas in the
respirometers increase or decrease? Please explain.
Hint: Several tutorials and animations explaining the general gas law are available
online (e.g., http://www.nclark.net/GasLaws).
3. Imagine that you are given 25 germinating pea seeds that have been placed in boiling
water for fve minutes. You place these seeds in a respirometer and collect data.
Predict the rate of oxygen consumption (i.e., cellular respiration) for these seeds and
explain your reasons.
4. Imagine that you are asked to measure the rate of respiration for a 25 g reptile and
a 25 g mammal at 10C. Predict how the results would compare, and justify your
prediction.
5. Imagine that you are asked to repeat the reptile/mammal comparison of oxygen
consumption, but at a temperature of 22C. Predict how these results would difer
from the measurements made at 10C, and explain your prediction in terms of the
metabolism of the animals.
6. What difculties would there be if you used a living green plant in this investigation
instead of germinating seeds?
S74 Investigation 6
Procedures
Te rate of cellular respiration can be measured by several methods, and two reliable
methods are detailed below. Your teacher will tell you which method you will use to
measure the rate of respiration in germinating plant seeds at room temperature.
Option 1: Using Microrespirometers to Measure the Rate
of Cellular Respiration
Materials
Germinating/nongerminating
Wisconsin Fast Plants seeds or seeds
of several species of plants, including
grasses; small animals, such as crickets
or earthworms; small glass beads; or dry,
baked seeds
Safety goggles or glasses, aprons, and
gloves
1 mL plastic tuberculin syringes without
needles
Tin-stem plastic dropping pipettes
40 L plastic capillary tubes or plastic
microhematocrits
Hot glue gun; absorbent and
nonabsorbent cotton
3 or 4 one-quarter inch fat metal
washers
Celsius thermometer, centimeter rulers,
permanent glass-marking pens
Constant-temperature water bath
Manometer fuid (soapy water with red
food coloring)
15% solution of KOH, potassium
hydroxide solution (or NaOH, Drano)
Figure 1. Materials Figure 2. Microrespirometer Assembly
Investigation 6 S75
Constructing a Microrespirometer
Measuring the rate of respiration is more technically challenging than many lab
procedures because there are many places for potential error in the assembly and use of
equipment. Te advantages of the microrespirometer method as described by Richard
E. Lee in American Biology Teacher include low cost, reliability, simplicity, and rapid
response. A modifcation of the Lee method is described at http://www.elbiology.
com/labtools/Microrespirometers.html. However, for the sake of convenience, the
procedure is outlined below. Hint: Read each step before doing it! You need to assemble
two microrespirometers: one for measuring the rate of respiration in germinating seeds
and the other for the control.
Step 1 Plug in the hot glue gun and allow it to heat up.
Step 2 Take a tuberculin syringe (without a needle) and make sure that its plunger is
pushed all the way in.
Step 3 Carefully insert a 40 L plastic capillary tube into the syringe where the needle
normally would be. Insert it as far as the plunger tip but no farther. Tis will help prevent
the capillary from becoming plugged with glue.
Step 4 While holding the capillary tube straight up, add a small amount of hot glue
around its base (where it meets the syringe) to seal the capillary to the syringe. Keep the
capillary pointed straight up until the glue cools this should not take long. If needed,
add a bit more glue to ensure an airtight seal between the capillary and syringe. (See
Figure 3.)
Figure 3. Hot Glue Added to Capillary Tube Base
S76 Investigation 6
Step 5 Afer the glue has cooled, pull back on the plunger and make sure that the glue
has not plugged the capillary. If the capillary is plugged, carefully remove the glue and
capillary and start over.
Preparing the Microrespirometer
Step 1 Draw a small quantity of manometer fuid (soapy water with red food coloring)
into the full length of the microrespirometers capillary tube. Ten eject the fuid back
out of the capillary. Tis coats the inside of the tube with a thin soapy flm that helps
prevent the manometer fuid from sticking.
Step 2 Carefully insert a small plug of absorbent cotton into the barrel of the
microrespirometers, all the way into the 0 mL or cc mark. You can pack this cotton to the
end with the barrel of a clean thin-stem pipette. (See Figure 4.)
Figure 4. Cotton Inserted into Microrespirometer Barrel
Step 3 Add one small drop of 15% KOH (or NaOH, Drano) to the cotton in the
microrespirometers. Do not add too much! CAUTION: Make sure you are wearing
gloves and safety goggles to protect your eyes because KOH is caustic.
Step 4 Add a small plug of nonabsorbent cotton on top of the absorbent cotton plug
already inside the barrel of the microrespirometers. You can pack the cotton to the end
with the barrel of a clean thin-stem pipette. (Tis nonabsorbent plug is needed to protect
the seeds from the caustic KOH.)
Step 5 Slowly reinsert the syringe plunger. CAUTION: Be sure to point the capillary
tip into a sink or container. Tere may be excess KOH in the syringe that might squirt
from the end of the capillary. Push the plunger in until it reaches the cotton so that any
excess KOH is removed.
Step 6 Remove the plunger to add seeds.
Investigation 6 S77
Step 7 Add 0.5 mL of germinating seeds to the microrespirometers. Push the plunger
in to the 1.0 mL mark. Tis creates a sealed microrespirometer chamber with a 1.0 mL
volume.
Step 8 Place three to four washers around the barrel of the microrespirometers. Te
washers provide weight so that the microrespirometers will sink.
Step 9 Place the microrespirometers in a room temperature (about 20C) water bath. You
must maintain the temperature of the water bath for the experiment. Adjust the level of
the water bath so that the capillary tube is sticking out of the water while the barrel of the
microrespirometers is completely submerged. You will not be able to read the capillary
tube easily unless it is out of the water. Make sure the top end of the capillary tube is
open (not sealed).
Setting Up Your Control
Because a microrespirometer is sensitive to changes in gas volume, it is also sensitive
to changes in temperature and air pressure. To compensate for any changes, you
will use control microrespirometers. Te control respirometer is set up just like the
microrespirometer except that it contains nonliving matter (e.g., small glass beads or
dry, baked seeds) instead of germinating seeds.
Step 1 Add 0.5 mL of beads or baked seeds to the second microrespirometer you
assembled. Reinsert the syringe plunger and push it to the 1.0 mL mark. Tis seals
the chamber and creates a chamber that has the same volume as the experimental
microrespirometer.
Step 2 Place three to four washers around the barrel of the control.
Step 3 Place the assembled control in the water bath next to the experimental
microrespirometer. Adjust the level of the water bath so the capillary tube is sticking out
of the water while the barrel of the control is completely submerged. In order to easily
read the capillary tube, it must be out of the water. Make sure the top end of the capillary
tube is open (not sealed).
Te respirometers must be airtight, and they are sensitive to environmental changes,
including bumping the lab table. Once the respirometers have reached equilibrium, they
should not be touched or moved, nor should anything else be added to or taken out of
the water baths (including your hands!).
Collecting Data
Step 1 Prepare a table like Table 1 to record your data and observations in your
lab notebook. You will need to record data for both the experimental and control
microrespirometers.
S78 Investigation 6
Table 1. Results for Option 1, Using Microrespirometers
A
Total Time (Min.)
B
Water Bath
Temperature (20C)
C
Total Distance Fluid
Has Moved (cm)
D
Change in Fluid
Position During
Time Interval (cm)
0
5
10
15
20
25
Step 2 Place the experimental and control microrespirometers into the 20C water bath.
Wait 5 minutes to allow the temperature in the microrespirometers to equalize.
Step 3 Use a dropping pipette to add one small drop of manometer fuid to the tip of each
capillary tube. If everything is working properly, the drop will be sucked down into the
capillary tube. Te manometer fuid will seal the chamber of the microrespirometers.
(You should use the plunger on the control microrespirometers to get the manometer
fuid into the capillary. Pull on the plunger until the manometer drop is about halfway
down the capillary. See Figure 5.)
Figure 5. Manometer Fluid Added to Capillary Tube Tip
Step 4 As oxygen is consumed by cellular respiration, the manometer fuid plug will move
toward the chamber. Record the starting position of each plug by marking its position on
the capillary with a marker. Be sure to mark the bottom edge of the plug. Tese are your
Time 0 marks. Begin timing once you have made the Time 0 marks.
Investigation 6 S79
Step 5 At 5-minute intervals, mark the position of the manometer fuid for each capillary
tube. Be sure to mark the bottom edge of the fuid plug. Continue marking the positions
until the fuid in the microrespirometers has traveled the entire length of the capillary, or
until 25 minutes have passed.
Step 6 At the end of 25 minutes, remove the microrespirometers from the water bath. Use
a centimeter ruler to measure the distance from the initial mark (Time 0 mark) to each
of the 5-minute intervals marked on each capillary tube. Record your measurements in
the correct column of your data table.
Step 7 Calculate the change in fuid position during each time interval. To do this,
subtract the fuid position at the beginning of the time interval from the fuid position at
the end of the time interval. Record your values.
Step 8 Repeat the calculations for your control microrespirometer.
Step 9 Using the values you obtained for the control microrespirometer, correct for any
changes in volume that you measure that may be attributed to changes in temperature
and air pressure.
Figure 6 shows how the microrespirometer works.
Bio_T_Lab06_01
The microrespirometer is placed
in a water bath to help maintain
a constant temperature.
CO
2
combines with KOH to form a solid
K
2
CO
3
. As a result, the CO
2
is removed
from the air in the microrespirometer.
CO
2
Cotton protects the organism at the bottom
of the microrespirometer from corrosive KOH.
The air is a mixture
of O
2
and other gases.
O
2
Living organism
Figure 6. Microrespirometer
S80 Investigation 6
Analyzing Results
1. Use your data table to construct a graph. Your goal is to determine respiration rate.
How should you plot your data? Which variable will be on the x-axis, and which will
be on the y-axis?
2. From the graph, determine the rate of respiration for the germinating seeds at
20C. Hint: Go back and think about what the units of measurement would be for
respiration. How can you get a value with those units from your graph?
3. What additional questions can you explore about cellular respiration using the same
respirometers from this experiment?
4. In the next part of this investigation, you will design and conduct your own
experiments to answer questions that you raised in Procedures. Do you have any
suggestions for improving the design of microrespirometers or procedure for
measuring oxygen consumption/cellular respiration?
Option 2: Using Gas Pressure Sensors with Computer
Interface to Measure the Rate of Cellular Respiration
Gas pressure sensors can be used to measure the rate of cellular respiration by
measuring the amount of O
2
consumed, the amount of CO
2
produced, or both
simultaneously. Your teacher will provide written instructions or perhaps ask you to
download information from the manufacturers website or another online resource. If
you are unfamiliar with the use of probes with a computer interface, you will need to
spend time learning how to collect data using the equipment.
General Procedure
1. Use a gas pressure sensor to measure the rate of cellular respiration in germinating
seeds at 20C over a 25-minute time interval or as per instructed by your teacher.
2. What additional questions can you explore about cellular respiration from this
experiment?
3. In the next part of this investigation, you will design and conduct your own
experiments to answer questions that you raised in the frst part of the investigation.
Do you have any suggestions for improving the procedure provided for measuring
oxygen consumption/cellular respiration using a gas pressure sensor with computer
interface?
Investigation 6 S81
Now that you have learned how to measure the rate of cellular respiration in
germinating seeds, you have a tool for exploring questions on your own. Tink about
the process of cellular respiration.
When does it occur? Are there any situations when living cells are not respiring?
Why might some living cells respire more than others?
Are there diferences between major groups of organisms in how fast they respire?
What is the diference, if any, in the rate of cellular respiration between germinating
seeds and nongerminating seeds?
Does the temperature of germinating seeds afect the rate of cellular respiration?
Do plant seeds consume more oxygen at higher temperatures than at lower
temperatures?
Do seeds such as Wisconsin Fast Plant seeds (which store energy as oil) respire at a
invertebrates, such as insects or earthworms?
Step 1 Design an experiment to investigate one of your own questions about cellular
respiration or one of the questions above using microrespirometers or gas pressure
sensors. When identifying your design, be sure to address the following:
What assumptions are made about the question(s) being addressed? Can those
assumptions be verifed?
Will the measurements you choose to make provide the necessary data to answer the
question under study?
What are possible sources of error in the experiment(s)?
Step 2 Make a hypothesis, which should include a prediction about the efect of the
factor(s) you chose to investigate on the rate of cellular respiration.
Step 3 Conduct your experiment(s) and record data and any answers to your questions in
your laboratory notebook or as per instructed by your teacher.
S82 Investigation 6
Step 4 Record your data using appropriate methods, such as the example table provided
in Procedures. Ten graph the results to show the efect of the factors/variables you
investigated on the rate of cellular respiration. Calculate the rate(s) of cellular respiration
for each factor/variable.
Analyzing Results
1. Your teacher may suggest that you perform statistical analysis of your data,
comparing results of the experimental variable(s) to the controls. You should at least
express the uncertainty of your measurements with error bars. You may want to
review Chapter 3 for more information about statistical analysis.
2. How was the rate of cellular respiration afected by the experimental variable(s) you
chose as compared to the control(s)?
3. Compare class data to explain how diferent variables afect rates of cellular
respiration.
Evaluating Results
1. Was your initial hypothesis about the efect of your factor on the rate of cellular
respiration supported? Why or why not?
2. What were some challenges you had in performing your experiment? Did you make
any incorrect assumptions?
3. Were you able to perform without difculty the mathematical routines required to
analyze your data? If not, what calculations were challenging or required help from
your classmates or teacher?
If time is available, ask your teacher if you can extend the investigation to explore
answers to other questions that might have been raised as you conducted your
experiment(s). For example, if you originally investigated the efect of temperature
on metabolic rate in plant seeds, you might want to explore a diferent aspect, such
as the efect of temperature on metabolic rate in small invertebrates, such as insects
or earthworms, or the relationship between the mass of an organism and its rate of
respiration.
Big Idea 3 T121
Big
Idea
3
Genetics and
Information Transfer
G
enetic information provides for continuity of life, and, in most cases, this
information is passed from parent to ofspring via DNA. In eukaryotic
organisms, heritable information is packed into chromosomes that are passed
to daughter cells by mitosis, a controlled mechanism that ensures that each daughter
cell receives an identical and complete complement of chromosomes. Production of
identical progeny allows organisms to grow, replace cells, and reproduce asexually.
Sexual reproduction, however, involves the recombination of heritable information from
both parents through the fusion of gametes during fertilization. Meiosis followed by
fertilization provides a spectrum of possible phenotypes in ofspring on which natural
selection operates.
Changes in genetic information are the ultimate source of variability. Without
variability, adaptation to changing environments is not possible. Some phenotypes are
products of action from single genes, and these traits provided the experimental system
through which Mendel was able to describe a model of inheritance. However, scientists
soon realized that the inheritance patterns of many traits could not be explained by
classical Mendelian genetics, and that mutations in DNA could be valuable tools for
investigating how genes are transmitted, or how genes work. One such mutation a
white-eyed male fruit fy (Drosophila melanogaster) found in a culture of red-eyed fruit
fies led to the discovery of the chromosomal basis of inheritance, the underlying
explanation that eluded Mendel. Today, biotechnology makes it possible for humans to
directly engineer heritable changes in cells to yield novel protein products.
students to ask questions, and explore answers, about the transmission of genetic
information through mitosis and meiosis, the use of mutations to explore how genes
work, and the techniques in biotechnology that allow us to manipulate DNA and create
genetic profles.
In Investigation 7: Cell Division: Mitosis and Meiosis, students
begin by thinking about how they developed from a single-celled zygote to an organism
with trillions of cells. Afer students model mitosis and review chromosome duplication
and movement, they set up an independent investigation using onion bulb squashes and
lectins to explore what substances in the environment might increase or decrease the
rate of mitosis, and then they statistically analyze their results by calculating chi-square
values. Tis part of the investigation raises questions about mitosis, and students are
asked to formulate hypotheses about how chromosomes of cancer cells, such as HeLa
cells, might appear in comparison to normal cells, and how those diferences are related
to the mitotic behavior of the cancer cells. Afer modeling meiosis and crossing-over
events to increase genetic variation, students mimic the phenomenon of nondisjunction
and its relationship to genetic disorders. In a fnal experiment, students measure cross-
over frequencies and genetic outcomes in a fungus.
T122 Big Idea 3
Investigation 8: Biotechnology: Bacterial Transformation is
a revision of Laboratory 6A (Molecular Biology: Bacterial Transformation) in the
2001 AP Biology Lab Manual. Te investigation begins with a question guaranteed to
provoke student interest: Are genetically modifed foods safe? One current argument is
whether corn grown to express the Bt toxin (a pesticide) is safe for human consumption.
Although genetic information can be changed through mutations in DNA or RNA
and errors in information transfer, biotechnology makes it possible to engineer
heritable changes to yield novel protein products, such as the Bt toxin. One technology,
bacterial plasmid-based genetic transformation, enables students to manipulate genetic
information in a laboratory setting to understand more fully how DNA operates. In
this investigation, students will frst acquire the tools to transform E. coli bacteria to
express new genetic information using a plasmid system, and apply mathematical
routines to calculate transformation efciency. Students then have the opportunity to
design and conduct an investigation to study transformation in more depth; for example,
students can investigate whether bacteria take up more plasmids in some environmental
conditions, and less in others. Te investigation also provides students with the
opportunity to review concepts that they have studied previously, including interactions
between organisms and their environment (big idea 4), structure and function of cell
membranes (big idea 2), and evolution and natural selection (big idea 1).
Investigation 9: Biotechnology: Restriction Enzyme Analysis
of DNA, a revision of Laboratory 6B (Molecular Biology: Restriction Enzyme
Cleavage of DNA and Electrophoresis) in the 2001 AP Biology Lab Manual, opens with
two questions: Is that blood? and Are you sure that the hamburger you recently ate in the
local fast-food restaurant was actually pure beef? Applications of DNA profling extend
beyond what we see on television crime shows; and in addition to confrming that ofen
hamburger meat is a mixture of pork and other nonbeef products, DNA technology can
be used to determine paternity and diagnose an inherited illness. To answer the question
Whose blood is spattered on the foor? in the investigations crime scene scenario, students
use restriction endonucleases and gel electrophoresis to create and analyze genetic
fngerprints. By learning the fundamental skills involved in creating genetic profles
using gel electrophoresis, students acquire the tools to conduct more sophisticated
biotechnology investigations. Because DNA testing makes it possible to profle ourselves
genetically, the investigation raises questions about who owns our DNA and the
information it carries.
Big
Idea
3
INVESTIGATION 7
CELL DIVISION:
MITOSIS AND MEIOSIS
How do eukaryotic cells divide to produce genetically identical
cells or to produce gametes with half the normal DNA?
BACKGROUND
One of the characteristics of living things is the ability to replicate and pass on genetic
information to the next generation. Cell division in individual bacteria and archaea
usually occurs by binary fssion. Mitochondria and chloroplasts also replicate by binary
fssion, which is evidence of the evolutionary relationship between these organelles and
prokaryotes.
Cell division in eukaryotes is more complex. It requires the cell to manage a
complicated process of duplicating the nucleus, other organelles, and multiple
chromosomes. Tis process, called the cell cycle, is divided into three parts: interphase,
mitosis, and cytokinesis (Figure 1). In the frst growth phase (G
1
), the cell grows
and prepares to duplicate its DNA. In the synthesis phase (S), the chromosomes are
replicated. In the second growth phase (G
2
), the cell prepares to divide. In mitosis, the
duplicated chromosomes are separated into two nuclei. In most cases, mitosis is followed
by cytokinesis, when the cytoplasm divides and organelles separate into daughter cells.
Tis type of cell division is asexual and is important for growth, renewal, and repair of
multicellular organisms.
Bio_T_Lab07_01
QU: OK to add callout ?
Cycle
begins.
NOTE: Art with callouts requires greater size than specifed.
Mitosis
Cytokinesis
G
1
G
2
S
G
0
The cell increases in size.
The cell structures are
duplicated, and mitochondria
and chloroplasts divide
by binary ssion.
DNA is duplicated;
each chromosome
has two copies
(sister chromatids).
DNA replication
is checked for
integrity. Errors
are corrected,
and repairs are made.
Cell cycle arrest.
I
n
t
e
r
p
h
a
s
e
Figure 1. The Cell Cycle Showing Interphase, Mitosis, and Cytokinesis
Genetics and Information Transfer
Cell division is tightly controlled by complexes made of several specifc proteins.
Tese complexes contain enzymes called cyclin-dependent kinases (CDKs), which turn
on or of the various processes that take place in cell division. CDK partners with a
family of proteins called cyclins. One such complex is mitosis-promoting factor (MPF),
sometimes called maturation-promoting factor, which contains cyclin A or B and cyclin-
dependent kinase (CDK). (See Figure 2a.) CDK is activated when it is bound to cyclin,
interacting with various other proteins that, in this case, allow the cell to proceed from
G
2
into mitosis. Te levels of cyclin change during the cell cycle (Figure 2b). In most
cases, cytokinesis follows mitosis.
Bio_T_Lab07_02ab
NOTE: To keep proper relationships among elements, and to keep
circles concentric, a little more depth was needed than specifed.
G
1
M M S G
2
G
1
M S G
2
MPF activity
Cyclin
Degraded
cyclin
MPF
Cdk
Cdk
Cyclin
Time
R
e
l
a
t
i
v
e

c
o
n
c
e
n
t
r
a
t
i
o
n
a
b
4
3
2
1
G
2
checkpoint
N
e
w
c
yclin build
s
u
p
G
1 S
G
2
M

Figure 2a-b. MPF Production During the Cell Cycle
As shown in Figure 3, diferent CDKs are produced during the phases. Te cyclins
determine which processes in cell division are turned on or of and in what order by
CDK. As each cyclin is turned on or of, CDK causes the cell to progress through the
stages in the cell cycle.
Figure 3. Levels of CDKs During the Cell Cycle
Bio_T_Lab07_03
NOTE: This art required less depth than specifed.
G
1
G
1
G
2
S Metaphase Anaphase
G
1
CDKs S-phase CDKs Mitotic CDKs G
1
CDKs
Cyclins and CDKs do not allow the cell to progress through its cycle automatically.
Tere are three checkpoints a cell must pass through: the G
1
checkpoint, G
2
checkpoint,
and the M-spindle checkpoint (Figure 4). At each of the checkpoints, the cell checks
that it has completed all of the tasks needed and is ready to proceed to the next step in
its cycle. Cells pass the G
1
checkpoint when they are stimulated by appropriate external
growth factors; for example, platelet-derived growth factor (PDGF) stimulates cells
near a wound to divide so that they can repair the injury. Te G
2
checkpoint checks
for damage afer DNA is replicated, and if there is damage, it prevents the cell from
going into mitosis. Te M-spindle (metaphase) checkpoint assures that the mitotic
spindles or microtubules are properly attached to the kinetochores (anchor sites on the
chromosomes). If the spindles are not anchored properly, the cell does not continue on
through mitosis. Te cell cycle is regulated very precisely. Mutations in cell cycle genes
that interfere with proper cell cycle control are found very ofen in cancer cells.
Bio_T_Lab07_04
QU: What does green circle at upper left represent? Can it be omitted?
NOTE: Less depth was needed than specifed.
NOTE: We designed this fgure to be consistent with Bio_T_Lab07_01.
M
G
1
G
2
G
2
Checkpoint
G
2
to M transition
checkpoint controlled by
DNA replication
completion
DNA damage/
mutations
Cell size
Cell size
Growth factors
Environment
Spindle ber (microtubule)
attachment to chromosomes
M-spindle Checkpoint
Metaphase/Anaphase
G
1
Checkpoint
Cell cycle initiation
S
G
0
(DNA
synthesis)
Figure 4. Diagram of the Cell Cycle Indicating the Checkpoints
Figure 5 illustrates how the chromosomes move during mitosis. It is important for
your students to model how the duplicated chromosomes align, separate, and move into
new cells.
Bio_T_Lab07_05
Diploid
cell
Two
diploid cells
Mitosis
DNA
replication
Figure 5. Mitotic Cell Division Emphasizing Chromosome Movement
PREPARATION
Parts 1 and 4: Modeling Mitosis and Meiosis
Following are suggested chromosome models and useful websites.
Sockosomes: 3 pairs of sockosomes per group (4 students per group)
Small or medium childrens crew socks (various colors, but not black or blue)
Fiberfll
Self-stick squares or circles of Velcro
Needle and thread
Masking tape
Permanent marker pens
http://serendip.brynmawr.edu/sci_edu/waldron/pdf/
MitosisMeiosisTeachPrep.pdf
Clay chromosomes
Modeling clay (several colors)
Twist ties
www.nclark.net/CrossingOver.doc
Pipe cleaners
Pink and blue pipe cleaners, cut into pieces about 3 cm long (one set has 11 pieces of
each color; one set per group)
6 beads per set; two pipe cleaners ft through one bead snugly
Small plastic petri dishes or small plastic bags
http://www.indiana.edu/~ensiweb/lessons/gen.mm.html
Pop-it beads
Part 2: Effects of Environment on Mitosis
Onion sets or scallions; each scallion will produce about 10 root tips,
enough for three students
Jars with lids; 2 jars (one per treatment) for 6 students
Sand
Ethanol
Glacial acetic acid (17.4 M)
Hydrochloric acid
Carbol-fuschin (Ziehl-Neelson) stain
Lectin (phytohemagglutinin PHA-M from Phaseolus vulgaris)
Razor blades (one per student)
Forceps (one per student)
Dissection scissors
Slides, cover slips
Scientifc cleaning wipes, such as Kimwipes
Coplin jars (one per group of 4 students)
Petri dish
Disposable gloves
Compound microscopes
Part 3: Cell Cycle Control
Karyotype pictures of normal and HeLa cells
Tis investigation requires a minimum of four lab periods of about 45 minutes each,
plus time for a discussion on cell cycle control (Part 3). In addition, time is needed for
students to discuss their results from Parts 2 and 5. Students can work in pairs or small
groups for Parts 1 and 4.
Teacher preparation is needed to make the model chromosomes from socks or pipe
cleaners. Onion bulb preparation will take one hour for the treatment and two hours
(plus the 418 hour fxation time) for the root tips. Tis must be done a week ahead of
the lab time. Te root tips can be stored in 70% ethanol for several weeks. Tere is little
preparation time for the Sordaria crosses if plates are purchased from a biological supply
company.
Tis laboratory investigation, especially Parts 1, 3, and 4, has a few safety concerns.
Remind students to wear gloves and safety goggles or glasses when handling the
chemicals and razor blades in Parts 2 and 5. To avoid injuries, students should use a
pencil eraser rather than their thumbs to press down on the cover slips.
Tis investigation pertains to the storage and transmission of genetic information (big
idea 3). As always, it is important to make connections between big ideas and enduring
understandings, regardless of where in the curriculum the lab is taught. Te concepts
align with the enduring understandings and learning objectives from the AP Biology
Curriculum Framework, as indicated below.
3A2: In eukaryotes, heritable information is passed to the next generation via
processes that include the cell cycle and mitosis or meiosis plus fertilization.
3A3: Te chromosomal basis of inheritance provides an understanding of the pattern
of passage (transmission) of genes from parent to ofspring.
3C2: Biological systems have multiple processes that increase genetic variation.
Learning Objectives
Te student can make predictions about natural phenomena occurring during the cell
cycle (3A2 & SP 6.4).
Te student can describe the events that occur in the cell cycle (3A2 & SP 1.2).
Te student is able to construct an explanation, using visual representations or
narratives, as to how DNA in chromosomes is transmitted to the next generation via
mitosis, or meiosis followed by fertilization (3A2 & SP 6.2).
Te student is able to represent the connection between meiosis and increased genetic
diversity necessary for evolution (3A2 & SP 7.1).
Te student is able to evaluate evidence provided by data sets to support the claim
that heritable information is passed from one generation to another generation
through mitosis, or meiosis followed by fertilization (3A2 & SP 5.3).
Te student is able to construct a representation that connects the process of meiosis
to the passage of traits from parent to ofspring (3A3 & SP 1.1, SP 7.2).
Te student is able to construct an explanation of the multiple processes that increase
variation within a population (3C2 & SP 6.2).
Before students begin these investigations, they should be able to demonstrate
understanding of the following concepts. Te concepts may be scafolded according to
level of skills and conceptual understanding.
Cellular structure and organelles
Te purposes for cell division
Te outcomes for mitosis and meiosis
In addition, this lab reinforces the following skills:
Use of a microscope to observe cell structure
Data collection
Skills Development
Preparation of specimens for microscopic analyses
Data analysis and use of a statistical test
Calculation of crossover frequencies
Many students have memorized the stages of mitosis and meiosis without understanding
the processes. Tese exercises emphasize the processes and results of cell division. You
should have your students discuss the relationship between meiosis and evolution.
Te equipment costs, besides the microscopes, are minimal. Model chromosomes and
karyotype pictures can be reused. Safety issues are minimized by treating and fxing the
onion root tips before having the students stain them.
THE INVESTIGATIONS
Te replication of cells and organisms is a central concept in biology. Organisms must
pass on their genetic material to their ofspring. You can ask students how multicellular
organisms grow during development and how they repair themselves and replace cells. A
good example is what happens to epidermal (skin) cells to heal a cut.
Chromosome movement during mitosis and meiosis is not easily understood. Ask
students to think about this scenario: You have a plate flled with cooked spaghetti, all
tangled together. Next to it is a plate of cooked macaroni. Which will you be able to pull
apart into individual pieces more easily? Which is more likely to be tangled? Which
is more likely to be broken as you separate the pieces? Te point is that condensed
chromosomes like the more compact macaroni are much more easily and safely moved
than are elongated chromosomes.
Another difculty that students have is understanding terms such as sister
chromatids, tetrads, and chromosomes. Most diagrams of cells show duplicated
chromosomes, meaning they are showing cells in G
2
rather than in G
1
. You should
explain that while the cells might have twice as much DNA in G
2
, they do not contain
any more information, since the sister chromatids are copies.
Ask your students to consider whether they resemble any family member and
describe how their parents genetic information was passed onto them through gametes.
Crossing over during meiosis is a difcult concept to grasp and is best illustrated using
simple models and Sordaria asci formation.
You may assign the following for homework; as a think, pair/group, share activity, in
which pairs or small groups of students brainstorm ideas and then share them with other
groups; or as a whole-class discussion to assess students understanding of key concepts
pertaining to mitosis and meiosis:
How many cells are in your body? How were those cells produced from a single cell
called a zygote? How does the genetic information in one of your body cells compare
to that found in other body cells?
What are some advantages of asexual reproduction in plants?
What is the importance of the fact that DNA is replicated prior to cell division?
How do chromosomes move inside a cell during cell division?
How is the cell cycle controlled? What would happen if the control were defective?
Part 1: Modeling Mitosis
Te mitosis lab begins with a discussion section during which you ask your students
to think about how they developed from a single-celled zygote to a 300-trillion-celled
organism. How does the genetic information in a cell from your toe compare to the
genetic information in a cell from your arm?
Afer the students have had a sufcient time to discuss this question, ask the following
questions: What other purposes besides growth would require cell division? How do
cells divide? What must happen to ensure successful cell division?
Write down the students answers on the whiteboard, but do not elaborate on their
answers. Te students will be expected to investigate these questions further throughout
the lab.
Students can use socks, clay, or pipe cleaners to review chromosome duplication and
movement.
Students will set up and analyze an experiment using onion bulbs based upon A
Scenario-Based Study of Root Tip Mitosis
1
. Te exerise is supported by the premise that
lectins increase the rate of mitosis in the roots. Lectins are proteins that bind to specifc
carbohydrate groups. Help students to identify the diferent cell phases before doing
their onion root tips squashes (Figure 6).
1 Bonner, J.M., A Scenario-Based Study of Root Tip Mitosis. Association for Biology Laboratory
Education. (2010): Proceedings, 31:3649. http://www.ableweb.org/proceedings/SPT--
FullRecord.php?ResourceId=764.
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Figure 6. Onion Root Tip
Scientists reported that a fungal pathogen may afect the growth of soybeans (Glycine
max). Te soybean growth was decreased during three years of high rainfall. Te
soybean roots were poorly developed. Close relatives of R. anaerobis are plant pathogens
and grow in the soil. A lectin-like protein, which may be secreted by the fungus, was
found in soil surrounding the soybean roots. Lectins accelerate mitosis in some root
apical meristems; however, in many instances, rapid cell division weakens plant tissues.
We are using onions instead of soybeans since onion root tips are more easily grown and
studied.
Prelab Questions
Tese questions will help your students learn to design an experiment based upon an
observation. Students can answer these questions for homework or as a group activity.
What is your experimental hypothesis? Your null hypothesis? Are these the same?
How would you design an experiment with onion bulbs to test whether lectins
increase the number of cells in mitosis?
What would you measure, and how would you measure it?
What would be an appropriate control for your experiment?
Notes about the lectin: Phytohemagglutinin (PHA-M) is a lectin; a lectin is a protein
that binds to specifc carbohydrates. PHA-M induces mitosis (acts as a mitogen) in
cultured T-lymphocytes by binding to the T-cell receptor for antigen (part of the T
i
-C
3

complex). Tis causes an intracellular signal involving Ca
2+
release from the endoplasmic
reticulum, ultimately causing cell replication.
Materials
Onion sets; scallions work well
Jars with lids; 810 cm in diameter
Sand
Ethanol
Glacial acetic acid (17.4 M)
Hydrochloric acid (12 M)
Carbol-fuschin (Ziehl-Neelson) stain
Lectin (phytohemagglutinin PHA-M
from Phaseolus vulgaris)
Razor blades
Forceps
Dissection scissors
Slides, cover slips
Scientifc cleaning wipes
Coplin jars
Petri dish
Disposable gloves
Lectin: Dissolve 10 mg lectin in 200 mL H
2
O. Exposure to the lectin may cause
irritation; wear gloves and weigh the lectin in a fume hood.
Carnoys fxative: 125 mL glacial acetic acid mixed with 375 mL 95% ethanol
You may treat the bulbs ahead of time and have your students prepare the chromosome
squash slides. In this manner, they will not know which bulbs are treated with lectin and
which ones are the controls. Treat the slides (Coplin jar) and the cover slips (dish) with
70% ethanol.
Preparing the Onion Root Tips
1. Fill two jars with 1.5 cm of fne sand. Label one jar control
and the other lectin.
2. Wet the sand in the control jar with H
2
O.
3. Wet the sand in the lectin jar with lectin solution (5075 mL).
4. Prepare the bulblets by peeling of the dried outer skin.
5. Cut of the green leaves.
6. Cut of dried roots back to the bulb base with a razor blade.
7. Insert the bulblets into the sand until they touch the bottom of the jar.
8. Store the jars in the dark for one and a half to two days.
Harvesting the Onion Root Tips
1. Wearing gloves, remove the bulblets from the sand and rinse of the sand, with H
2
O.
2. Cut of the roots from each bulblet using fne dissection scissors.
3. Place cut root tips into Carnoys fxative for 418 hours.
4. Decant of fxative and rinse tips with 25 mL 70% ethanol.
5. Place tips in 70% ethanol and store covered at 4C.
Preparing Chromosome Squashes
You can demonstrate the proper technique for the students.
1. Place the onion root tip in 12 M HCl for 4 minutes.
2. Transfer the tip to Carnoys fxative for 4 minutes.
3. Remove the slide from the Coplin jar containing 70% ethanol, dry with a scientifc
cleaning wipe, and label it.
4. Place the onion tip on the slide, and cut of the distal 2 mm portion of the tip;
discard the remainder of the tip.
5. Cover the root tip piece with carbol-fuschin stain for 2 minutes.
6. Blot of excess stain and cover tip with 12 drops of H
2
O.
7. Place the cover slip over tip and cover the cover slip with a scientifc cleaning wipe.
8. Firmly press down on the cover slip with your thumb or with the eraser end of
a pencil. Do not twist the slide.
Counting Cells and Analyzing Data
1. Observe the cells at high magnifcation (400500 X).
2. Look for well-stained, distinct cells.
3. Within the feld of view, count the cells in each phase. Repeat the counts in two other
root tips. Identifcation of these stages is prerequisite knowledge.
4. Collect the class data for each group, and calculate the mean and standard deviation
for each group.
5. Compare the number of cells from each group in interphase and in mitosis.
6. Use a chi-square distribution test to statistically analyze the data.
Alternative Procedure
You can mask root tips on prepared slides with masking tape and have the students
count cells. Students can compare cells close to the end of the root tip to those farther
from the end.
Table 1. Onion Root Tip Cell Phase Data; Treatment Group___________
Number of Cells
Tip Interphase Mitotic Total
1
2
3
Total
Table 2. Class Data
Group Number of Cells
Interphase Mitotic Total
Control
Treated
Table 3. Comparison of Interphase and Mitotic Cells
Control Treated
Interphase Cells
Mitotic Cells
Total
1. Enter the number of treated cells in interphase and mitosis as observed (o).
2. Calculate the percentage of cells in interphase and mitosis in the control group from
Table 2.
3. Multiply the percentages by the total number of cells in the treated group; this will
give the expected numbers (e).
4. Calculate the chi-square (
2
) value for the test.
5. Compare this value to the critical value in Table 5.
Table 4. Calculation of Chi-Square
2
= (o-e)
2
/e =
# Observed (o) # Expected (e) (o-e) (o-e)
2
(o-e)
2
/e
Interphase Cells
Mitosis Cells
Table 5. Critical Values of the Chi-Square Distribution
Probability Degrees of Freedom (df)
1 2 3 4 5
0.05 3.84 5.99 7.82 9.49 11.1
0.01 6.64 9.21 11.3 13.2 15.1
0.001 10.8 13.8 16.3 18.5 20.5
1. Te degrees of freedom (df) equals the number of groups minus one. In this case,
there are two groups, interphase and mitosis; therefore, df = 2-1 or 1.
2. Te p value is 0.05, and the critical value is 3.84. If the calculated chi-square value is
greater than or equal to this critical value, then the null hypothesis is rejected. If the
calculated chi-square value is less than this critical value, the null hypothesis is not
rejected.
Postlab Review
Tese questions can be answered in a report, as a group activity, or as homework.
What was the importance of collecting the class data?
Was there a signifcant diference between the groups?
Did the fungal pathogen lectin increase the number of cells in mitosis?
What other experiments should you perform to verify your fndings?
Does an increased number of cells in mitosis mean that these cells are dividing faster
than the cells in the roots with a lower number of cells in mitosis?
What other way could you determine how fast the rate of mitosis is occurring in root
tips?
DESIGNING AND CONDUCTING INDEPENDENT INVESTIGATIONS
Students can design and conduct an investigation to determine what substances in the
environment might increase or decrease the rate of mitosis. Consider, for example,
abiotic soil factors such as salinity, temperature, and pH, or biotic factors, including
roundworms, which might alter root growth.
Part 3: Loss of Cell Cycle Control in Cancer
Materials
Karyotype pictures of normal and HeLa cells
(Students can search for these on the Internet.)
Prelab Questions
Many of us have family members who have or have had cancer. Cancer occurs when
cells divide abnormally. Tere are many questions students should consider before
beginning their investigation.
How are normal cells and cancer cells diferent from each other?
What are the main causes of cancer?
How can we explain the fact that there so many diferent cancers, even in
the same types of cells or tissues?
How is the cell cycle controlled in normal cells?
What are cyclins and cyclin-dependent kinases? What do these proteins do in a cell?
What goes wrong during the cell cycle in cancer cells?
What makes some genes related to increased cancer risk?
Do you think that the chromosomes might be diferent between normal
and cancer cells?
Have your students form groups and ask each group to form a hypothesis as to how the
chromosomes of a cancer cell might appear in comparison to a normal cell and how
those diferences are related to the behavior of the cancer cell.
Show your students a picture of cancer cells and ask them what they know about
cancer. Afer your students are given time to share their knowledge, ask them to think
about ways the cancer cells might be diferent from normal, healthy cells.
Inform your students that, in cancer cells, division is fundamentally diferent from
that in normal cells, but do not inform the students as to why. Ask each group to form a
hypothesis as to how the chromosomes of a normal cell might appear in comparison to a
cancer cell.
Give each group pictures of chromosomes from normal and HeLa cells. Te students
should count the number of chromosomes found in each type of cell and discuss their
appearance. Did the results match their hypothesis? If not, ask your students what type
of information they might need to know in order to understand their results. If their
results matched their hypothesis, ask them to identify what type of information they
could fnd that would validate their conclusions.
Explain to your students that in normal cells mitosis is blocked if there is DNA
damage. Ask them to consider what would happen if cells with mutated DNA replicated.
More than 50% of human cancers have loss of p53 function; this protein blocks mitosis
if there is DNA damage. P53 acts at the G
1
-S checkpoint and initiates DNA repair or
apoptosis.
But Im Too Young! is a case from Te National Center for Case Study Teaching
in Science. Te case discusses cell cycle control as it relates to ovarian cancer and has
additional references.
(See http://sciencecases.lib.buffalo.edu/cs/collection/detail.asp?case_
id=481&id=481.)
Alternative Experiment
Life Afer Death: An Activity to Investigate the Scientifc, Legal, & Racial Issues of the
Henrietta Lacks Story describes how students can prepare and observe chromosomes
from normal and HeLa cells. It includes investigations into the history of Henrietta
Lacks and her cells
2
. CellServ has a kit involving normal and HeLa cells (http://www.
cellserv.org/Kits/Kit4.html).
Postlab Questions
You may pick some of these questions to help your students understand the underlying
causes of cancer.
What happens in a normal cell if the DNA has mutations?
What would happen if cells with mutated DNA replicate?
2 Baker, S., Life Afer Death: An Activity to Investigate the Scientifc, Legal, & Racial Issues of the
Henrietta Lacks Story, American Biology Teacher (2011): 73 (6): 337-340.
How do cells monitor DNA integrity?
What went wrong in Henrietta Lackss cells?
How does infection with human papillomavirus virus increase the risk of cervical
cancer?
As an extension activity, you may assign Te Immortal Life of Henrietta Lacks by Rebecca
Skloot for reading. Ask students to complete some of the following questions and
activities:
Should tissue be removed from a patient without his or her consent for research?
How was the HeLa cell line cultured?
What virus infected Henrietta Lacks and may have caused her cervical cancer?
What cellular process is afected by this virus?
Was there bias in the way Henrietta Lacks was treated at Johns Hopkins?
Put the use of HeLa cells on trial. Debate what is more important: an individuals
rights to his/her own body tissues or the medical knowledge gained by studying a
patients tissues?
Should Henrietta Lackss family be compensated the discoveries made using her cells?
Do companies or universities have the right to patent discoveries made using a
patients tissues or genes without consulting the patient?
What other legal and ethical questions raised in this book?
Write an article about someone who has benefted from research on HeLa cells.
Research the number of laboratories worldwide that have used or
are using HeLa cells.
Case 2: Philadelphia Chromosomes
In normal cells, mitosis usually is blocked if there is DNA damage. Sometimes, though,
DNA damage makes cells divide more ofen. Certain forms of leukemia have a unique
feature called a Philadelphia chromosome. Look at the photos of the karyotype of
leukemia cells in Figure 7.
What would happen if cells with mutated DNA replicated?
How are the chromosomes diferent in the cancer cells compared to normal cells?
How could these diferences lead to cancer?
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Figure 7. Karyotype of a Patient with Chronic Myelogenous Leukemia
Indicating Chromosomal Deformity
Part 4: Modeling Meiosis
Meiosis is a cell division resulting in the halving, or reduction, of chromosome number
in each cell. A diploid organism has two sets of chromosomes (2n), while a haploid cell
or organism has one set (1n). Meiosis produces gametes (ova and sperm) in animals and
spores in fungi, plants, and protists. Tree other important characteristics of meiosis are
the exchange of genetic material (crossing over) between homologous chromosomes,
the independent assortment of the chromosomes, and the separation of alleles of the
same gene (Figure 8). Tese characteristics, along with random fertilization, increase the
genetic variability in the ofspring. Tese mechanisms are essential to our understanding
of genetics and evolution in sexually reproducing organisms.
Te hallmark of sexual reproduction is the great diversity seen in the gametes and in
the ofspring. Meiosis is integral to sexual reproduction. Ask your students the following
questions before they begin the exercise:
How is meiosis important to a sexually reproducing organism?
What would happen if eggs and sperm were produced by mitosis instead of meiosis?
How can crossing over between homologous chromosomes be detected?
How do meiosis and fertilization afect genetic diversity and evolution?
How do sexually reproducing organisms produce gametes from diploid cells?
How does the process increase gamete diversity?
What are the outcomes from independent assortment and crossing over?
How does the distance between two genes or a gene and a centromere afect cross-
over frequencies?
Use socks, clay, or pipe cleaners to model meiosis and crossing-over events and mimic
nondisjunction and the relationship to genetic disorders. See Parts 1 and 4: Modeling
Mitosis and Meiosis under Materials and Equipment.
Bio_S_Lab07_06
Diploid
cell
Four
haploid cells
Meiosis I
DNA
replication Homologous
chromosome
pairing
Crossing
over
Meiosis II
Figure 8. Meiotic Cell Division Emphasizing Chromosome Movement
Part 5: Meiosis and Crossing Over in Sordaria
In this experiment, students will measure crossover frequencies and genetic outcomes
in a fungus. Your students will examine Sordaria fmicola asci produced by crossing wild
type (black) with tan parents. Each ascus contains eight spores. Parental type asci have
four black and four tan spores in a row (4:4 pattern), as shown in Figure 9. Recombinant
asci will not have this pattern (Figure 10).
Figure 9. Meiosis with No Crossing Over
Figure 10. Meiosis with Crossing Over
Prelab Questions
Assign the following questions as homework or as group discussion questions.
How do you explain the diferences between the recombinant asci and
the parental types?
What meiotic event can account for this diference?
Using the model chromosomes from Part 4, predict the possible meiotic outcomes.
Materials
Culture plate containing Sordaria
perithecia, wild type X tan cross
(one plate per 46 students)
Toothpicks or scalpels
Slides and cover slips
Scientifc cleaning wipes
1. Place a drop of water onto the microscope slide.
2. Gently scrape some perithecia from the agar plate near where the two strains meet.
3. Place a cover slip over the perithecia and put a scientifc cleaning wipe over the
cover slip.
4. Gently press down on the cover slip using the eraser end of a pencil.
5. Count at least 50 asci, and score them as either parental or recombinant (crossing
over).
6. Record your results in Table 6.
Table 6. Analysis of Results
Number of
4:4
Number of
Asci Showing
Crossover
Total % Asci Showing
Crossover
Divided by 2
Gene to Centromere
Distance (map units)
Te published map distance between the gene and the centromere is 26 map units. How
did the class data compare with this distance? What can account for disparities between
the class data and the published data?
methods of postlab assessment. Some of the tasks can be assigned for homework
following completion of the investigation.
1. Revisit the learning objectives. Do you think your students have met these, based
upon their answers to the analysis questions?
2. Did the students demonstrate evidence of what they knew, and can they apply their
knowledge within the context of the learning objectives?
3. Students should record their experiments, including the design, methods, data,
results, and conclusions in a laboratory notebook.
1. Have students act out the process of chromosome movement or prepare a video.
2. Students can research cancer and how carcinogens afect the cell cycle. A great
study is the human papillomavirus (HPV), which probably caused Henrietta Lackss
cancer. HPV blocks the tumor suppressor protein called retinoblastoma (Rb); Rb
acts at the G
1
-S checkpoint to stop DNA synthesis. Rb binds to transcription factor
E2F. E2F binds to the promoters of other transcription factors that allow the cell
to proceed through mitosis. If the conditions are right, Rb is phosphorylated and
dissociated from E2F.

Other tumor suppressors included BRCA1 and BRCA2, which are associated with
breast cancer. Tese genes can increase cancer risk if they are mutated (recessive
mutations). Other cancer-related genes are called proto-oncogenes. Tese are
associated with growth factor receptors. For example, c-sis is the -chain of platelet-
derived growth factor. When c-sis is mutated (dominant mutation), PDGF is
overexpressed by cells. Te simian sarcoma virus (SSV) carries the gene, so infection
by SSV increases cancer risk.
3. Ask students to consider how much genetic variation there would be without
crossing over.
4. Ask students what mechanisms of genetic change they have learned about
in the investigation, and have them explain how each afects genetic diversity.
Tese mechanisms include crossing over, independent assortment, segregation,
nondisjunction, and random fertilization.
5. Do your students know what the basis is for genetic variability? Te answer is in
DNA sequence diferences caused by mutations. Tese mutations can be caused
either by damage to the DNA (usually from radiation or chemicals) or by a cells
making a mistake as it copies its DNA. Most of the time, these copy errors are
repaired.
Prelab Activities
http://bioweb.wku.edu/courses/biol121/Genetics/genetics.asp
Tis resource provides excellent pictures and videos to acquaint students with mitosis
and meiosis. In addition, there is a link to a survey from the American Academy of
Dermatology about sun exposure and skin cancer.
Tis resource gives a review of mitosis and meiosis as well as quizzes.
http://www.pbs.org/wgbh/nova/baby/divi_fash.html
Tis NOVA-linked site compares the chromosome movements and outcomes of
mitosis and meiosis.
http://www.biology.arizona.edu/cell_bio/cell_bio.html
Te Cell Project provides diagrams and quizzes for mitosis and meiosis review.
http://iknow.net/cell_div_education.html
iknow.net has movies on the cell cycle and plant cell mitosis. A bonus is the video of
living amphibian lung cell mitosis.
Onion Root Tip
http://www.biology.arizona.edu/cell_bio/activities/cell_cycle/cell_cycle.html
Te Cell Project has onion cell pictures to help students classify the stages.
http://biologyjunction.com/mitosis_activity.htm
Te lab page provides pictures of onion cells undergoing mitosis.
Control of Cell Cycle
http://nobelprize.org/educational/medicine/2001/
Te Nobel Prize website discusses the discovery of cyclins and CDKs. Tere is an
interactive game about cell cycle control.
http://outreach.mcb.harvard.edu/animations/checkpoints.swf
http://science.education.nih.gov/supplements/nih1/cancer/default.htm
Both of these websites have good cell cycle animations. Te NIH resource, Cell
Biology and Cancer, has a section on cancer, the cell cycle, tumor suppressor genes,
and oncogenes.
Other Resources
http://www.cellsalive.com/toc_cellbio.htm
Cells Alive! has animations on mitosis, meiosis, the cell cycle, and apoptosis.
http://www.nclark.net/MitosisMeiosis
Tis webpage displays an extensive list of online resources for mitosis and meiosis.
http://cibt.bio.cornell.edu/labs/dl/KARY.PDF
Tis laboratory exercise from the Cornell Institute for Biology Teachers covers
karyotype analyses of normal and cancer cells.
Big
Idea
Investigation 7 S83
3
INVESTIGATION 7
CELL DIVISION:
MITOSIS AND MEIOSIS
How do eukaryotic cells divide to produce
genetically identical cells or to produce gametes
with half the normal DNA?
BACKGROUND
One of the characteristics of living things is the ability to replicate and pass on genetic
information to the next generation. Cell division in individual bacteria and archaea
usually occurs by binary fssion. Mitochondria and chloroplasts also replicate by binary
fssion, which is evidence of the evolutionary relationship between these organelles and
prokaryotes.
Cell division in eukaryotes is more complex. It requires the cell to manage a
complicated process of duplicating the nucleus, other organelles, and multiple
chromosomes. Tis process, called the cell cycle, is divided into three parts: interphase,
mitosis, and cytokinesis (Figure 1). Interphase is separated into three functionally
distinct stages. In the frst growth phase (G
1
), the cell grows and prepares to duplicate its
DNA. In synthesis (S), the chromosomes are replicated; this stage is between G
1
and the
second growth phase (G
2
). In G
2
, the cell prepares to divide. In mitosis, the duplicated
chromosomes are separated into two nuclei. In most cases, mitosis is followed by
cytokinesis, when the cytoplasm divides and organelles separate into daughter cells.
Tis type of cell division is asexual and important for growth, renewal, and repair of
multicellular organisms.

Bio_T_Lab07_01
QU: OK to add callout ?
Cycle
begins.
NOTE: Art with callouts requires greater size than specifed.
Mitosis
Cytokinesis
G
1
G
2
S
G
0
The cell increases in size.
The cell structures are
duplicated, and mitochondria
and chloroplasts divide
by binary ssion.
DNA is duplicated;
each chromosome
has two copies
(sister chromatids).
DNA replication
is checked for
integrity. Errors
are corrected,
and repairs are made.
Cell cycle arrest.
I
n
t
e
r
p
h
a
s
e
Figure 1. The Cell Cycle Showing G
1
, S, and G
2
Phases, Mitosis, and Cytokinesis
S84 Investigation 7
Cell division is tightly controlled by complexes made of several specifc proteins. Tese
complexes contain enzymes called cyclin-dependent kinases (CDKs), which turn on
or of the various processes that take place in cell division. CDK partners with a family
of proteins called cyclins. One such complex is mitosis-promoting factor (MPF),
sometimes called maturation-promoting factor, which contains cyclin A or B and
cyclin-dependent kinase (CDK). (See Figure 2a.) CDK is activated when it is bound to
cyclin, interacting with various other proteins that, in this case, allow the cell to proceed
from G
2
into mitosis. Te levels of cyclin change during the cell cycle (Figure 2b). In
most cases, cytokinesis follows mitosis.
Bio_T_Lab07_02ab
NOTE: To keep proper relationships among elements, and to keep
circles concentric, a little more depth was needed than specifed.
G
1
M M S G
2
G
1
M S G
2
MPF activity
Cyclin
Degraded
cyclin
MPF
Cdk
Cdk
Cyclin
Time
R
e
l
a
t
i
v
e

c
o
n
c
e
n
t
r
a
t
i
o
n
a
b
4
3
2
1
G
2
checkpoint
N
e
w
c
yclin build
s
u
p
G
1 S
G
2
M

Figure 2. MPF Production During the Cell Cycle
As shown in Figure 3, diferent CDKs are produced during the phases. Te cyclins
determine which processes in cell division are turned on or of and in what order by
CDK. As each cyclin is turned on or of, CDK causes the cell to move through the stages
in the cell cycle.
Figure 3. Levels of CDKs During the Cell Cycle
Bio_T_Lab07_03
NOTE: This art required less depth than specifed.
G
1
G
1
G
2
S Metaphase Anaphase
G
1
CDKs S-phase CDKs Mitotic CDKs G
1
CDKs
Investigation 7 S85
Cyclins and CDKs do not allow the cell to progress through its cycle automatically.
Tere are three checkpoints a cell must pass through: the G
1
checkpoint, G
2
checkpoint,
and the M-spindle checkpoint (Figure 4). At each of the checkpoints, the cell checks
that it has completed all of the tasks needed and is ready to proceed to the next step in
its cycle. Cells pass the G
1
checkpoint when they are stimulated by appropriate external
growth factors; for example, platelet-derived growth factor (PDGF) stimulates cells
near a wound to divide so that they can repair the injury. Te G
2
checkpoint checks
for damage afer DNA is replicated, and if there is damage, it prevents the cell from
going into mitosis. Te M-spindle (metaphase) checkpoint assures that the mitotic
spindles or microtubules are properly attached to the kinetochores (anchor sites on the
chromosomes). If the spindles are not anchored properly, the cell does not continue on
through mitosis. Te cell cycle is regulated very precisely. Mutations in cell cycle genes
that interfere with proper cell cycle control are found very ofen in cancer cells.
Bio_T_Lab07_04
QU: What does green circle at upper left represent? Can it be omitted?
NOTE: Less depth was needed than specifed.
NOTE: We designed this fgure to be consistent with Bio_T_Lab07_01.
M
G
1
G
2
G
2
Checkpoint
G
2
to M transition
DNA replication
completion
DNA damage/
mutations
Cell size
Cell size
Growth factors
Environment
Spindle ber (microtubule)
attachment to chromosomes
M-spindle Checkpoint
Metaphase/Anaphase
G
1
Checkpoint
Cell cycle initiation
S
G
0
(DNA
synthesis)
Figure 4. Diagram of the Cell Cycle Indicating the Checkpoints
S86 Investigation 7
Learning Objectives
To describe the events in the cell cycle and how these events are controlled
To explain how DNA is transmitted to the next generation via mitosis
To explain how DNA is transmitted to the next generation via meiosis followed by
fertilization
To understand how meiosis and crossing over leads to increased genetic diversity,
which is necessary for evolution
You must be careful when preparing specimens for viewing under the compound
microscope. Always cover the cover slip with a scientifc cleaning wipe, such as a
Kimwipe, and press down using a pencil eraser.
You should wear safety goggles or glasses and disposable gloves when handling the
chemicals and razor blades in Parts 2 and 5. All materials should be disposed of properly
as per your teachers instructions.
THE INVESTIGATIONS
Getting Started
Tese questions are designed to see how well you understand and can explain the key
concepts related to cell division before you begin your investigations.
1. How did you develop from a single-celled zygote to an organism with trillions of
cells? How many mitotic cell divisions would it take for one zygote to grow into an
organism with 100 trillion cells?
2. How is cell division important to a single-celled organism?
3. What must happen to ensure successful cell division?
4. How does the genetic information in one of your body cells compare to that found
in other body cells?
5. What are some advantages of asexual reproduction in plants?
6. Why is it important for DNA to be replicated prior to cell division?
7. How do chromosomes move inside a cell during cell division?
8. How is the cell cycle controlled? What would happen if the control were defective?
Investigation 7 S87
Procedures
Part 1: Modeling Mitosis
You will investigate mitosis using models. Your teacher will give you sockosomes, clay
chromosomes, or pipe-cleaner chromosomes.
Review chromosome duplication and movement using these model chromosomes.
Tink about these questions as you review the cell cycle and mitosis.
If a cell contains a set of duplicated chromosomes, does it contain any more genetic
information than the cell before the chromosomes were duplicated?
What is the signifcance of the fact that chromosomes condense before they are
moved?
How are the chromosome copies, called sister chromatids, separated from each
other?
What would happen if the sister chromatids failed to separate?
Scientists reported that a fungal pathogen, may negatively afect the growth of soybeans
(Glycine max). Soybean growth decreased during three years of high rainfall, and the
soybean roots were poorly developed. Close relatives of R. anaerobis are plant pathogens
and grow in the soil. A lectin-like protein was found in the soil around the soybean
roots. Tis protein may have been secreted by the fungus. Lectins induce mitosis in
some root apical meristem tissues. In many instances, rapid cell divisions weaken plant
tissues.
You have been asked to investigate whether the fungal pathogen lectin afects the
number of cells undergoing mitosis in a diferent plant, using root tips.
What is your experimental hypothesis? Your null hypothesis? Are these the same?
How would you design an experiment with onion bulbs to test whether lectins
increase the number of cells in mitosis?
What would you measure, and how would you measure it?
What would be an appropriate control for your experiment?
Your teacher will provide you with untreated and lectin-exposed roots. You should be
comfortable identifying cells in mitosis or in interphase before you begin examining the
chromosome squashes.
S88 Investigation 7
Preparing Chromosome Squashes
1. Place the onion root tip in 12 M HCl for 4 minutes.
2. Transfer the tip to Carnoys fxative for 4 minutes.
3. Remove the slide from Coplin jar containing 70% ethanol, dry with a scientifc
cleaning wipe, and label it.
4. Place the tip on the slide and cut of the distal 2 mm portion of the tip; discard the
remainder of the tip.
5. Cover the root tip piece with carbol-fuschin stain for 2 minutes.
6. Blot of excess stain and cover the tip with 12 drops of H
2
O.
7. Place the cover slip over the tip and cover the cover slip with a scientifc
cleaning wipe.
8. Firmly press down on the cover slip with the eraser end of a pencil. Do not twist the
slide, and be careful not to break the cover slip.
Counting Cells and Analyzing Data
1. Observe the cells at high magnifcation (400500 X).
2. Look for well-stained, distinct cells.
3. Within the feld of view, count the cells in each phase. Repeat the counts in two other
root tips.
4. Collect the class data for each group, and calculate the mean and standard deviation
for each group. You must make a table in your notebook for the class data.
5. Compare the number of cells from each group in interphase and in mitosis.
Table 1. Onion Root Tip Cell Phase Data; Treatment Group___________
Tip
Number of Cells
Interphase Mitotic Total
1
2
3
Total
Investigation 7 S89
1. For this experiment, the number of treated cells in interphase and mitosis will be the
observed (o) values.
2. To fnd out what your expected values are, complete the following steps:
a. Calculate the percentage of cells in interphase and mitosis in the control group
from Table 1.
b. Multiply the percentages by the total number of cells in the treated group; this will
give the expected numbers (e).
3. Calculate the chi-square (
2
) value for the test.
4. Compare this value to the critical value in Table 2.
Table 2. Critical Values of the Chi-Square Distribution
Degrees of Freedom (DF)
Probability 1 2
3 4 5
0.05 3.84 5.99 7.82 9.49 11.1
0.01 6.64 9.21 11.3 13.2 15.1
0.001 10.8 13.8 16.3 18.5 20.5
1. Te degrees of freedom (df) equals the number of groups minus one. In this case,
there are two groups, interphase and mitosis; therefore, df = 2-1, or 1.
2. Te p value is 0.05, and the critical value is 3.84. If the calculated chi-square value
is greater than or equal to this critical value, then the null hypothesis is rejected. If
the calculated chi-square value is less than this critical value, the null hypothesis is
not rejected. In terms of this part of the investigation, what does it mean if your null
hypothesis is rejected?
Postlab Review
What was the importance of collecting the class data?
Was there a signifcant diference between the groups?
Did the fungal pathogen lectin increase the number of root tip cells
in mitosis?
What other experiments should you perform to verify your fndings?
Does an increased number of cells in mitosis mean that these cells are dividing faster
than the cells in the roots with a lower number of cells in mitosis?
What other way could you determine how fast the rate of mitosis is occurring in root
tips?
S90 Investigation 7
DESIGNING AND CONDUCTING YOUR INVESTIGATION
Now that you have worked with the root tip model system, design and conduct
an investigation to determine what biotic or abiotic factors or substances in the
environment might increase or decrease the rate of mitosis in roots. For instance, what
factors in the soil might afect the rate of root growth and development? Consider,
for example, abiotic soil factors such as salinity and pH or biotic factors, including
roundworms, that might alter root growth.
Part 3: Loss of Cell Cycle Control in Cancer
Many of us have family members who have or have had cancer. Cancer can occur when
cells lose control of their cell cycle and divide abnormally. Tis happens when tumor-
suppressor genes, such as p53 or Rb (retinoblastoma), are mutated. Tere are many
questions you should consider before beginning your investigation.
Review from Part 1
How is the cell cycle controlled in normal cells?
What are cyclins and cyclin-dependent kinases? What do these proteins do in a cell?
Prelab Questions for Part 3
How are normal cells and cancer cells diferent from each other?
What are the main causes of cancer?
What goes wrong during the cell cycle in cancer cells?
What makes some genes responsible for an increased risk of certain cancers?
Do you think that the chromosomes might be diferent between normal and cancer
cells?
Te last question is the focus of this part of the lab. With your group, form a hypothesis
as to how the chromosomes of a cancer cell might appear in comparison to a normal cell
and how those diferences are related to the behavior of the cancer cell.
For each of the following cases, look at pictures of the chromosomes (karyotype)
from normal human cells. Compare them to pictures of the chromosomes from cancer
cells. For each case, count the number of chromosomes in each type of cell, and discuss
their appearance. Ten answer the following questions.
Do your observations support your hypothesis?
If not, what type of information might you need to know in order to understand your
observations?
If yes, what type of information can you fnd that would validate your conclusions?
Investigation 7 S91
Case 1: HeLa cells
HeLa cells are cervical cancer cells isolated from a woman named Henrietta Lacks.
Her cells have been cultured since 1951 and used in numerous scientifc experiments.
Henrietta Lacks died from her cancer not long afer her cells were isolated. Lackss
cancer cells contain remnants of human papillomavirus (HPV), which we now know
increases the risk of cervical cancer.
From your observations, what went wrong in Henrietta Lackss cervical cells that
made them cancerous?
How does infection with human papillomavirus virus (HPV) increase the risk of
cervical cancer?
Your teacher may ask you to read Te Immortal Life of Henrietta Lacks by Rebecca
Skloot. As you read it, think about the following questions:
Should tissue be removed from a patient without his or her consent for research?
How was the HeLa cell line cultured?
What virus infected Henrietta Lacks and may have caused her cervical cancer? What
cellular process is afected by this virus?
Was there bias in the way Henrietta Lacks was treated at Johns Hopkins?
Put the use of HeLa cells on trial. Debate what is more important: an individuals
rights to his/her own body tissues or the medical knowledge gained by studying a
patients tissues?
Should Henrietta Lackss family be compensated for the discoveries made using her
cells?
Do companies or universities have the right to patent discoveries made using a
patients tissues or genes without consulting the patient?
What other legal and ethical questions are raised in this book?
Case 2: Philadelphia Chromosomes
In normal cells, mitosis usually is blocked if there is DNA damage. Sometimes, though,
DNA damage makes cells divide more ofen. Certain forms of leukemia have a unique
feature called a Philadelphia chromosome. Look at the karyotype of leukemia cells in
Figure 5, and answer the following questions:
What would happen if cells with mutated DNA replicated?
How are the chromosomes diferent in the cancer cells compared to normal cells?
How could these diferences lead to cancer?
S92 Investigation 7
Use the model chromosomes from Part 1 to explain meiosis and crossing-over events.
During your investigation, answer the following questions:
When is the DNA replicated during meiosis?
Are homologous pairs of chromosomes exact copies of each other?
What is crossing over?
What physical constraints control crossover frequencies?
What is meant by independent assortment?
How can you calculate the possible number of diferent kinds of gametes?
What happens if a homologous pair of chromosomes fails to separate, and how
might this contribute to genetic disorders such as Down syndrome and cri du chat
syndrome?
How are mitosis and meiosis fundamentally diferent?
Te fungus Sordaria fmicola exchanges genetic material when two mycelia meet and
fuse. Te resulting zygote undergoes meiosis to produce asci; each ascus contains eight
haploid spores. A single gene determines the spore color.
P
r
o
f
.

P
h
i
l
i
p
p
e

V
a
g
o
/
I
S
M
/
P
h
o
t
o
t
a
k
e
Figure 5. Karyotype of a Patient with Chronic Myelogenous
Leukemia Indicating Chromosomal Deformity
Part 4: Modeling Meiosis
Meiosis resembles mitosis but serves a very diferent purpose. Meiosis is a cell division
resulting in the halving, or reduction, of chromosome number in each cell. A diploid
organism has two sets of chromosomes (2n), while a haploid cell or organism has one
set (1n). Meiosis produces gametes (ova and sperm) in animals and spores in fungi,
plants, and protists. Tree other important characteristics of meiosis are the exchange of
genetic material (crossing over) between homologous chromosomes, the independent
assortment of the chromosomes, and the separation of alleles of the same gene (Figure
6). Tese characteristics, along with random fertilization, increase the genetic variability
in the ofspring. Tese mechanisms are essential to our understanding of genetics and
evolution in sexually reproducing organisms.
Te hallmark of sexual reproduction is the great diversity seen in the gametes and
in the resulting ofspring produced by fertilization. Meiosis is integral to this process
because this type of cell division produces the sex cells, gametes. Before you begin the
modeling exercise, your teacher will ask you to discuss these questions.
How do sexually reproducing organisms produce gametes from diploid progenitors?
How does the process increase gamete diversity?
What are the outcomes from independent assortment and crossing over?
How does the distance between two genes or a gene and a centromere afect crossover
frequencies?
Investigation 7 S93
Use the model chromosomes from Part 1 to explain meiosis and crossing-over events.
During your investigation, answer the following questions:
When is the DNA replicated during meiosis?
Are homologous pairs of chromosomes exact copies of each other?
What is crossing over?
What physical constraints control crossover frequencies?
What is meant by independent assortment?
How can you calculate the possible number of diferent kinds of gametes?
What happens if a homologous pair of chromosomes fails to separate, and how
might this contribute to genetic disorders such as Down syndrome and cri du chat
syndrome?
How are mitosis and meiosis fundamentally diferent?
Bio_S_Lab07_06
Diploid
cell
Four
haploid cells
Meiosis I
DNA
replication Homologous
chromosome
pairing
Crossing
over
Meiosis II
Te fungus Sordaria fmicola exchanges genetic material when two mycelia meet and
fuse. Te resulting zygote undergoes meiosis to produce asci; each ascus contains eight
haploid spores. A single gene determines the spore color.
S94 Investigation 7
Bio_S_Lab07_07
NOTE: With 10 pt type and the level of detail shown,
art needs to be considerably larger than specifed size.
Mature perithecium
containing many asci
8
Ascospores
Mycelium
(fungus grows
within its food)
8
Haploid
nuclei
Cell
partitioning
Mitosis
Mitosis
Mitosis
Spore discharge
Filament
Ascospore
Meiosis
Fertilization
Mycelial
fusion
4
Haploid
nuclei
Zygote
(diploid)
Wild-type
strain
Mutant
strain
Ascus
Figure 7. Sordaria Life Cycle
Bio_S_Lab07_08
(tn)
(tn)
(+) (+)
Figure 8: Sordaria Cross Plate
Investigation 7 S95
A cross was made between wild type (+; black) and tan (tn) strains. Te resulting zygote
produces either parental type asci, which have four black and four tan spores in a row
(4:4 pattern), or recombinant asci, which do not have this pattern.
How do you explain the diferences between the recombinant asci and the parental
types?
What meiotic event can account for this diference?
Using the model chromosomes from Part 4, predict the possible meiotic outcomes.
1. Place a drop of water onto the microscope slide.
2. Gently scrape some perithecia from the agar plate near where the two strains meet.
3. Place a cover slip over the perithecia and put a scientifc cleaning wipe over the cover
slip.
4. Gently press down on the cover slip using the eraser end of a pencil.
5. Count at least 50 asci, and score them as either parental or recombinant (crossing
over).
6. Enter the data in Table 3 and make the calculations. One map unit equals one
recombinant per 100 total events. Te percentage of asci showing crossover divided
by 2 equals the map units in this activity. Tis is done because each spore produced
by meiosis undergoes a mitotic division.
Table 3. Analysis of Results
Number of Asci
Showing 4:4
Pattern
Number of
Asci Showing
Crossover Total # of Asci
% Asci
Showing
Crossover
Divided by 2
Gene to
Centromere
Distance
(Map Units)
S96 Investigation 7
Evaluating Results
1. Why did you divide the percentage of asci showing crossover (recombinant) by 2?
2. Te published map distance between the spore color gene and the centromere is 26
map units. How did the class data compare with this distance?
3. How can you account for any disparities between the class data and the published
data?
4. Illustrate what happened during meiosis to produce the results you found.
5. Do you think the Philadelphia chromosome is a result of crossing over as seen in
this part of the investigation or some other chromosomal abnormality? Explain your
answer.
6. Do you think the cell cycle described for mitosis could be applied to meiosis as well?
Explain your answer.
1. Can the same (or any) environmental factors you tested above afect the amount of
crossing over that occurs in Sordaria? How would you set up an experiment to test
this? For example, how does humidity or pH afect the crossover frequency?
2. Revisit the learning objectives stated earlier. Do you better understand mitosis and
meiosis? Could you teach this to another class?
3. How do the mechanisms of cell replication afect genetic diversity and evolution?
Consider the mechanisms such as crossing over, independent assortment,
segregation, nondisjunction, and random fertilization.
4. Prepare a video or write and produce a play about the process of chromosome
movement.
5. Investigate how growth factors afect the cell cycle. Tis will help you review cell
communication.
6. Research what tumor suppressors do in the cell cycle and which types of cancers
may be caused by mutations in tumor suppressor genes. Specifc examples include
human papillomavirus (HPV), retinoblastoma protein (Rb), BRCA1 and BRCA2,
and p53.
Big
Idea
3
INVESTIGATION 8
BIOTECHNOLOGY:
BACTERIAL TRANSFORMATION*
How can we use genetic engineering techniques to
manipulate heritable information?
BACKGROUND
Are genetically modifed foods safe? Tere is ongoing debate about whether it is safe
to eat fruit and vegetables that are genetically modifed to contain toxins that ward of
pests. For instance, biotechnologists have succeeded in inserting a gene (Bt) from the
bacterium Bacillus thuringiensis into the corn genome. When expressed, the Bt gene
produces a toxin that kills caterpillars and controls earworms that damage corn but is
the corn safe for human consumption?
Genetic information passed from parent to ofspring via DNA provides for
continuity of life. In order for information in DNA to direct cellular activities, it must
be transcribed into RNA. Some of the RNAs are used immediately for ribosomes or
to control other cellular processes. Other RNAs are translated into proteins that have
important roles in determining metabolism and development, i.e., cellular activities
and phenotypes (traits). When the DNA of a cell changes, the RNAs and proteins they
produce ofen change, which in turn changes how that cell functions.
DNA inside a cell can change several ways. It can be mutated, either spontaneously
or afer the DNA replication machinery makes an error. Biotechnologists may cause an
intentional mutation in a cells own DNA as a way to change how that cell behaves. Te
most powerful tool biotechnologists have, though, is the ability to transfer DNA from
one organism into another and make it function there. With this tool, they can make
cells produce novel protein products that the cells did not make previously.
Stimulate student interest in the investigation by describing applications of genetic
engineering. For example, insulin that people take to control their blood sugar levels
is ofen made from engineered bacteria. Some vaccines, as well as enzymes used for
manufacturing denim jeans, are also made using engineered cells. In the near future,
engineered bacteria and other cells being developed could help clean up spilled oil or
chemicals, produce fuel for cars and trucks, and even store excess carbon dioxide to
help slow global climate change. Ask students to think of other possible applications
of biotechnology. Remind students, however, that human manipulation of DNA raises
several ethical, social, and medical issues, such as the safety of genetically modifed
foods.
Te techniques required for gene transfer in higher plants and animals are complex,
costly, and difcult even in the research laboratory. However, the techniques of gene
transfer in Escherichia coli (E. coli) bacteria are simple and appropriate for the teaching
and learning laboratory (Rapoza and Kreuzer 2004). One common technology,
bacterial plasmid-based genetic transformation, enables students to manipulate genetic
information in a laboratory setting to understand more fully how DNA operates.
In this investigation, students will frst acquire the tools to transform E. coli bacteria
to express new genetic information using a plasmid system and apply mathematical
routines to determine transformation efciency. (Competent bacterial cells are able
to take up exogenous genetic material and are capable of being transformed, and the
procedure provided is designed to promote competence. An excellent preparation of
competent cells will yield approximately 10
8
transformed colonies per microgram of
plasmid; a poor preparation will yield approximately 10
4
or less transformed colonies
per microgram of plasmid.) Students then have the opportunity to design and conduct
individual experiments to explore transformation in more depth. For example, students
can select a factor of their choice and explore its ability to induce mutations with
observable phenotypes, or they can investigate if bacteria take up more plasmid in some
environmental conditions and less in others. Tey also can explore answers to questions
about plasmids and transformation that might have been raised during the initial
investigation.
Tis investigation also provides students with the opportunity to review, connect, and
apply concepts that they have studied previously, including cell structure of bacteria;
structure and function of cell membranes, enzymes, and DNA and RNA; transcription
and translation; the operon model of the regulation of gene expression; evolution and
natural selection; and interactions between organisms and their environment.
Interspersed within each investigation are supplemental activities designed to keep
students on track and to provide opportunities for them to take a deeper dive into the
concepts. You may assign these activities for homework or ask students to do them as
they work through the investigation.
PREPARATION
Supplies for plasmid transformation systems may be purchased in kits from commercial
vendors or purchased individually, depending on your current inventory. A partial list
of suppliers is provided in the Supplemental Resources section. At minimum, plasmids
should contain the gene for ampicillin resistance (pAMP), as experimental procedures
typically use ampicillin to select transformed cells. In addition, plasmids with colored
marker genes like beta-GAL and fuorescence markers like green fuorescent protein
(GFP) and its cousins make it possible to measure gene expression directly, to follow cell
populations as they grow or move, and to fnd cells that have taken up a second plasmid
that we cannot see easily. Tus, you have freedom in choosing a plasmid transformation
system.
Te following materials are included in a typical eight-station ampicillin-resistant
plasmid system. Te list will vary depending on the system used. Materials and
supplies needed for each student workstation are provided in the student version of this
investigation. Students are encouraged to set up their own workstations. Note that you
might need additional materials such as agar plates and nutrient agar for the student
inquiry investigations.
Materials Included in Eight-Station Kit
E. coli (1 vial or slant)
Plasmid (pAMP), hydrated (20 g)
Ampicillin, lyophilized (30 g)
Transformation solution
(50mM CaCl
2
, pH 6), sterile (15 mL)
LB nutrient agar powder, sterile (to
make 500 mL) (20 g) or prepared agar
LB nutrient broth, sterile (10 mL)
Pipettes, sterile (50)
Inoculation loops, sterile
(10 L, packs of 10 loops)
Petri dishes, sterile, 60 mm
(packs of 20)
Multicolor 2.0 mL microcentrifuge
tubes (60)
Accessories Required but Not Included in Kit
Microcentrifuge tube holders
Clock or watch to time 50 seconds
Microwave oven/water bath
Termometer that reads 42C
1 L fask
500 mL graduated cylinder
Distilled water
Crushed ice and containers
10% solution household bleach
Permanent marker pens
Masking tape
Biohazardous waste disposal bags or
plastic trash bags
Optional Accessories
Micropipettes, adjustable volume, 220
L (and pipette tips)
Paraflm laboratory sealing flm
37C incubator oven*

*If an incubator is not available, try
using an electric blanket or construct a
homemade incubator with a cardboard
box and a low voltage lightbulb inside.
Otherwise, incubate agar plates with
bacteria 4872 hours at ambient room
temperature. Another option is to use
a seedling heating mat with thermostat
available from garden supply catalogs;
the advantage is that they are sealed
against water damage and can be repur-
posed for other lab activities, including
their original purpose, germinating
seeds.
Student Workstation
E. coli starter plate
Poured agar plates 2 LB and 2 LB/amp
Transformation solution (CaCl
2
, pH 6.1)
kept ice cold
LB nutrient broth
Sterile inoculation loops
1001000 L sterile bulb pipettes
110 L micropipettes with sterile tips
Microcentrifuge tubes
Microcentrifuge tube holder/foat
Container full of crushed ice
Marking pen
Common Workstation
Plasmid (pAMP), hydrated (20 g)
42C water bath and thermometer
37C incubator or equivalent
20 L adjustable volume micropipettes
and tips (optional)
10% household bleach
Biohazardous waste disposal bags
Masking or lab tape
PREPARATION
Advance Preparation Quick Guide for Teachers
Step Objective Time Required When
Step 1 Prepare agar
plates.
1 hr. 37 days prior
Step 2 Rehydrate E. coli.
Streak starter
plates. Rehydrate
plasmid DNA, if
necessary.
2 min.
15 min.
2 min.
2436 hours prior
Step 3 Aliquot solutions.
Set up workstations.
10 min. Immediately prior
Advance Preparation for Step 1:
37 Days Before the Transformation
1. Prepare nutrient agar (autoclave-free).
Te agar plates should be prepared at least three days before the investigation(s)
are performed. Plates should be lef out at room temperature for two days and then
refrigerated until use. (Two days at room temperature allows the agar to cure, or
dry, sufciently to readily take up the liquid transformation solution.) Hint: If time
is short, incubate the plates at 37C overnight. Tis will dry them out as well, but it
shortens their shelf life.
Refrigerated plates are good for up to 30 days.
To prepare the agar, add 500 mL of distilled water to a one liter or larger
Erlenmeyer fask. Add the entire content of the LB nutrient agar packet. Swirl the
fask to dissolve the agar and heat to boiling in a microwave or water bath or by using
a hot plate with stir bar. Heat and swirl until all the agar is dissolved. CAUTION: Be
careful to allow the fask to cool a little before swirling so that the hot medium
does not boil over onto your hand.
When all the agar is dissolved, allow the LB nutrient agar to cool so that the
outside of the fask is just comfortable to hold (approximately 50C.). While the agar
is cooling, you can label the plates and prepare the ampicillin as outlined below in
Step 3. CAUTION: Do not let the agar cool so much that is begins to solidify.
Keeping the fask with liquid agar in a water bath at 4550C can help prevent the
agar from cooling too quickly.
Preprepared nutrient agar also can be purchased. However, it will have to be
melted before it can be poured into plates. To do this, the plastic bottles containing
solid agar can be microwaved at a low temperature (such as using the poultry
defrost option) for several minutes. Be sure to loosen the cap slightly to expel any
air. At high microwave temperatures, the agar can boil over. Another option is to
place the bottles in a hot water bath; however, this will take up to 45 minutes or so
to melt the agar. CAUTION: Be careful when handling the bottle(s). Tey will
get hot!
2. Prepare ampicillin.
Ampicillin is either shipped dry in a small vial or already hydrated. If shipped
dry, you need to hydrate the ampicillin. Do this by adding 3 mL of transformation
solution to the vial to rehydrate the antibiotic. Use a sterile pipette.
Note: Excessive heat (60C) will destroy ampicillin. With this in mind,
heres the tricky part: the nutrient agar solidifes at 27C, so you must be careful to
monitor the cooling of the agar and then pour the plates from start to fnish without
interruption. Keeping the fask with liquid agar in a water bath set to 4550C can
help prevent the agar from cooling too quickly. Before adding ampicillin to the fask
of agar, make sure you can hold the fask in your bare hand (approximately 50C). If
your hand tolerates the temperature of the fask, so will the antibiotic!
3. Label plates.
While the agar is cooling, reduce preparation time by labeling the plates. Label with
a permanent marker on the bottom of each plate close to the edge. For each class
using an eight-station kit, label 16 plates LB and 16 plates LB/amp.
4. Pour nutrient agar plates.
First, pour LB nutrient agar into the 16 plates that are labeled LB. If you do not
do this and add ampicillin to the fask with agar, you will not be able to make
control plates containing just nutrient agar.
Fill each plate to about one-third to one-half (approximately 12 mL) with agar
and replace the lid. You may want to stack the plates and let them cool in the stacked
confguration.
Second, add the hydrated ampicillin to the remaining LB nutrient agar. Swirl
briefy to mix. Pour into the 16 plates labeled LB/amp using the same technique.
Plates should set within 30 minutes.
5. Store the plates.
Afer the plates have cured for two days at room temperature, they may be either
used or stored by stacking them in a plastic sleeve bag slipped back down over them.
Te stack is then inverted, the bag taped closed, and the plates stored upside down
at 4C until used. (Te plates are inverted to prevent condensation on the lid, which
may drip onto the agar.)
2436 Hours Before the Transformation
1. Rehydrate bacteria.
Some E. coli cultures come prepared (or can be purchased) in a slant and will not
have to be rehydrated. For bacteria that must be rehydrated, use a sterile pipette to
add 250 L of transformation solution directly to the vial. Recap the vial and allow
the cell suspension to stand at room temperature for 5 minutes. Ten shake the
mix before streaking on the LB starter plates. Store the rehydrated bacteria in the
refrigerator until used (within 24 hours for best results and no longer than three
days).
2. Streak starter plates.
Starter plates are needed to produce bacterial colonies of E. coli on agar plates. Each
lab team will need its own starter plate as a source of cells for transformation. LB
plates should be streaked for single colonies and incubated at 37C for 2426 hours
before the transformation investigation begins.
Using E. coli and LB agar plates, streak one starter plate for each of your student
lab groups in order to generate single colonies from a concentrated suspension
of bacteria. A small amount of the bacterial suspension goes a long way. Under
favorable conditions, one cell multiples to become millions of genetically identical
cells in just 24 hours. Tere are millions of individual bacteria in a single millimeter
of a bacterial colony.
a. Insert a sterile inoculation loop straight into the vial of rehydrated bacterial
culture. Remove the loop and streak the plates, as illustrated in Figure 1. Streaking
takes place sequentially in four quadrants. Te frst streak spreads out the cells. Go
back and forth with the loop about a dozen times in each of the small areas shown.
In subsequent quadrants, the cells become more and more dilute, thus increasing
the likelihood of producing single colonies.
Bio_T_Lab08_01 (per specs)
Bio_S_Lab08_03 (mis-labeled in pages?)
A
C
B D
Figure 1. Streaking Starter Plates with E. coli
b. For subsequent streaks, use as much of the surface area of the plate as possible.
Afer the initial streak, rotate the plate approximately 45 degrees and start the
second streak. Do not dip into the rehydrated bacteria a second time! Go into
the previous streak about two times and then back and forth as shown for a total
of about 10 times.
c. Rotate the plate again and repeat streaking.
d. Rotate the plate for the fnal time and make the fnal streak. Repeat steps ac with
the remaining LB plates for each student workstation. Although you can use the
same inoculation loop for all starter plates, it is recommended that you use a new,
sterile loop for each plate if you have enough. When you are fnished with each
plate, cover it immediately to avoid contamination.
e. Place the plates upside down inside the incubator overnight at 37C or at room
temperature for 23 days if an incubator is unavailable. Use for transformation
within 2436 hours because bacteria must be actively growing to achieve high
transformation efciency. (Remember, bacterial growth is exponential.) Do not
refrigerate before use. Tis will slow bacterial growth.
f. E. coli forms of-white colonies that are uniformly circular with smooth edges.
Avoid using plates with contaminant colonies such as mold.
3. Prepare plasmid.
Te quantity of DNA is so small that the vial may appear empty. Tap the vial or
spin it in a microcentrifuge to ensure that the DNA is not sticking to the cap. If the
plasmid is not hydrated, refer to instructions that come with the sample. Store the
vial of hydrated DNA in a refrigerator. Rehydrated plasmid should be used within 24
hours.
Immediately Before Transformation Investigation
1. Aliquot solutions.
Each student workstation will need 1 mL of transformation solution and 1 mL of LB
nutrient broth. You might have to aliquot these solutions into separate color-coded
2 mL microtubes. If the LB nutrient broth is aliquoted one day prior to the lab, it
should be refrigerated. Make sure to label the tubes with permanent marker.
2. Set up student and common workstations.
See the list of materials to be supplied at each workstation.
Some lefover materials can be combined and stored for future use. For example, extra
salt solutions (CaCl
2
in the case of this lab), solutions of DNA, and bufers can be stored
in a refrigerator freezer. Where possible, standardize materials for use in multiple labs.
Tis allows you to keep fewer items but larger quantities, giving some leeway for making
extra as needed. However, if the plasmid goes through multiple freeze-thaw cycles in
a frost-free freezer, the DNA in the plasmid can degrade. It is recommended that you
check the shelf life of materials with the commercial vendor.
Another tip is to keep a running list of students experiments. Afer a couple of lab
cycles, you should know what students are likely to want to use for their independent
investigations, so you can have the materials on hand in advance. Although this seems
counterintuitive because you want students to follow their curiosity, having certain
materials available will cut down on time and costs.
Consider this investigation to be a learning module, not a typical teacher-directed
cookbook lab. Te investigation provides students myriad opportunities to develop
biotech laboratory skills; as they work through the background information and answer
questions, they are exploring concepts more deeply.
Day 1
Allow approximately one class period (4560 minutes) to preview the lab and let
students work through the background information and prelab questions interspersed
in the Getting Started section of the investigation. Alternatively, you can assign this
material for homework.
Day 2
Allow one class period (4560 minutes) for students to transform cells and spread plates.
Day 3
It may take longer than 24 hours for students to be able to observe transformed cells. You
will have to monitor the incubation conditions and bacterial growth/transformation.
Allow approximately one class period (4560 minutes) for students to observe
transformants and controls, analyze and interpret results, and calculate transformation
efciency. One option is to assign postlab assessment questions for homework, although
student collaboration is recommended.
Day 4+
Allow one or two class periods for students to design and conduct an independent
investigation. Time will be needed for post experimental observation and data analysis.
In addition, students should be given time to present their results to peers.
If students have performed colony transformation experiments before, they may
review Procedure and proceed to the independent investigation(s). However, it is
recommended that all students read the background information and work through
Getting Started.
Safety and Houskeeping
Students must apply basic sterile technique when working with and culturing
bacteria. Although the strain of E. coli and the DNA plasmid used in this investigation
are not pathogenic, their handling requires appropriate microbiological procedures.
Remind students to wash their hands when entering or leaving the lab area. Tey
should not eat, drink, apply cosmetics, or use personal electronic devices in the work
area.
Work surfaces should be decontaminated with a 10% household bleach solution at
least once a day and afer any spill of viable material.
All contaminated liquid or solid wastes are decontaminated before disposal. Tis can
be done in an autoclave (20 minutes at 121C) or in a 10% bleach solution (soaked for
20 minutes).
Ampicillin may cause allergic reactions or irritation to the eyes, respiratory system,
and skin. In case of contact with eyes, rinse immediately with plenty of water and seek
medical advice. Wear suitable protective clothing. Since ampicillin is a member of the
penicillin family of antibiotics, students (or teachers) with allergies to penicillin or
to any other member of the penicillin family of antibiotics should avoid contact with
ampicillin.
the storage, retrieval, and transmission of genetic information (big idea 3), with a
connection to evolution and natural selection (big idea 1). As always, it is important to
make connections between big ideas and enduring understandings, regardless of where
in the curriculum the lab is taught. Te concepts align with the enduring understandings
and learning objectives from the AP Biology Curriculum Framework, as indicated below.
3B1: Gene regulation results in diferential gene expression.
3C1: Changes in genotype can result in changes in phenotype.
3C2: Biological systems have multiple processes that increase genetic variation.
Learning Objectives
Te student is able to evaluate given data sets that illustrate evolution as an ongoing
process (1C3 & SP 5.3).
Te student can justify the claim that humans can manipulate heritable information
by identifying at least two commonly used technologies (3A1 & SP 6.4).
Te student can predict how a change in a specifc DNA or RNA sequence can result
in changes in gene expression (3A1 & SP 6.4).
Te student is able to pose questions about ethical, social, or medical issues
surrounding human genetic disorders [an application of genetic engineering]
(3A3 & SP 3.1).
Te student can use representations to describe how gene regulation infuences cell
products and function (3B1 & SP 1.4).
Te student is able to predict how a change in genotype, when expressed as a
phenotype, provides a variation that can be subject to natural selection
(3C1 & SP 6.4, SP 7.2).
Te student is able to construct an explanation of the multiple processes that increase
variation within a population (3C2 & SP 6.2).
Using pipettes (plastic bulb-type or other volumetric measuring devices)
Measuring temperature (C)
Applying metric system
Applying quantitative skills
Skills Development
Using sterile technique
Disposing properly of materials and solutions that come in contact with bacteria
Transferring bacterial colonies from agar plates to microtubes
Transforming bacterial cells with plasmid DNA
Delivering transformed cultures to agar plates
Applying mathematics to quantify transformation efciency
With any type of microbiology technique, including working with and culturing
bacteria, it is important not to introduce contaminating microorganisms into the
experiment. When students are working with the inoculation loops, pipettes, and agar
plates, you should stress that the round circle at the end of the loop, the tip of the pipette,
and the surface of the agar plate should not be touched or placed onto contaminating
surfaces, such as bench tops. While some contamination will likely not ruin the
investigation, students should practice sterile technique. You might consider having
students do a dry run of the procedures to practice sterile technique before working with
bacteria.
Best results are obtained if starter plates are fresh (2436 hr growth), with bacterial
colonies measuring about 11.5 mm in diameter. Refrigeration of cultured plates will
signifcantly lower transformation efciency. Te optimum temperature for growing
E. coli is 37C.
Students ofen have difculty reading the graduations (markings) on the plastic
pipette. (If students are using automatic pipetting devices, you should provide
instruction on how to load and dispel minute samples.) Te 100 L, 250 L, and 1 mL
marks will be used as units of measurement. (You might need to remind students that
l and L are alternative symbols for the same volumetric measurement.)
Bio_T_Lab08_02
750l
500l
250l
100l
1ml
Figure 2. Measuring Volume with a Pipette
Another challenge area for students is transferring bacterial colonies from agar plates
to microtubes. Students are tempted to scrape more bacterial colonies of the starter
plate than are necessary. A single colony that is 1 mm in diameter contains millions of
bacterial cells. To increase transformation efciency, students should select 24 fat
colonies that are 11.5 mm in diameter. Students should select individual colonies rather
than a swab of bacteria from the dense portion of the plate. Remind students that less is
more.
Te transfer of plasmid DNA from its stock tube to the transformation suspension
is crucial. Unless you are confdent that students can make this transfer successfully,
consider adding the plasmid to the transformation suspensions yourself. Look carefully
at the loop to see if there is a flm of plasmid solution across the ring, similar to seeing
a soapy flm across a ring for blowing soap bubbles. Do not add more plasmid than
is recommended in the procedure unless students want to do a little independent
investigating about the relationship between the amount of plasmid and the efciency
of transformation of E. coli. Over-saturating the cell solution with DNA decreases the
transformation efciency.
Impatient students ofen skip steps in the procedure or fail to read instructions
carefully. In this investigation, they must adhere to the instructions unless they are
conducting an independent experiment on the efect(s) of varying the transformation
procedure. Te heat shock procedure increases the bacterial uptake of foreign DNA,
and the rapid temperature change and the duration of the heat shock are critical. For
optimal results, the tubes containing the cell suspensions must be taken directly from
ice, placed into the water bath at 42C (have a student monitor the temperature) for 50
seconds, and returned immediately to the ice. Te absence of the heat shock will result
in a 10-fold decrease in transformants; 90 seconds of heat shock will give about half as
many transformants as will 50 seconds of heat shock.
About one percent of bacterial cells can be transformed under laboratory conditions.
Factors afecting transformation efciency include the size of the bacterial colony used,
the amount of plasmid used, technique, and incubation times. Some E. coli strains are
more susceptible to transformation than others due to the composition of the cell wall.
To improve transformation efciency, one recommendation is to have students plate 10
percent of the fnal mix of transformed cells onto one plate, then spin down and plate
the remaining 90 percent of cells onto a second plate. If transformation efciency is
low, and only a few cells take up DNA, this extra plate with more bacteria may have a
few transformants. Tis extra step is helpful in demonstrating the efects of dilution on
plating efciency, too.
Despite all eforts, sometimes transformation is unsuccessful. If this happens, one
suggestion is to use a random number generator to come up with imaginary colony
counts for the purpose of working through the transformation efciency calculations.
Te last area of challenge for students is spreading transformants and controls
to the agar plates. Delivering an excess of transformed culture to the plates is
counterproductive because the plates may not absorb the additional liquid and spreading
will be uneven. Transferring bacterial suspensions from the microtubes is tricky;
the bacteria will settle at the bottom, but students can hold the top of a closed tube
between the index fnger and thumb of one hand and gently fick the bottom of the
tube with the index fnger of the other hand. (You should demonstrate this technique.)
Afer transferring bacteria to an agar plate, the students should cover the plates with
lids immediately afer pipetting in the transformation culture and spreading the cells.
Tey should spread the suspension evenly around the surface of the agar by quickly
skating the fat surface of a new sterile loop back and forth across the plate surface. An
alternative method is to use small sterile glass beads to spread the suspensions by gently
rocking the beads across the surface of the agar.
Remind students to store their plates in the incubator upside down to prevent any
condensation from dripping onto the agar.
THE INVESTIGATIONS
Te Getting Started section of the investigation contains two sets of questions
for preparing students and encourages them to ask their own questions about
transformation and explore answers. You may assign the background material and prelab
questions for homework; as a think, pair/group, share activity, in which pairs or small
groups of students brainstorm ideas and then share them with other groups; or as a
whole-class discussion.
Before beginning this investigation, students should have a solid understanding of
the structure and function of DNA. You might want to take them through the discovery
of transformation in 1928 by Frederick Grifth. Grifth was studying the bacterium
Streptococcus pneumoniae, which causes pneumonia, the leading cause of death in the
Western Hemisphere at the time of his research. Ask students to investigate Grifths
experiments and their signifcance in identifying the transforming principle, later
identifed as DNA. Students can present their fndings in the form of a poster or diagram
with annotation.
As students work through the introductory material, several questions will emerge
about transformation and the use of plasmids to transfer genetic information. One
strategy for prelab assessment is to join student groups, encourage them to ask questions
beyond those listed in the investigation, listen to their answers, and then ask more
probing questions.
Using Plasmids with Colored Marker Genes
If you choose a plasmid system that includes colored marker genes like beta-GAL and
fuorescent markers like GFP and its cousins, you might want to consider taking students
through a more in-depth prelab activity. Tis activity is also appropriate for students
who are familiar with transformation experiments performed in a previous biology class.
Using pGLO plasmid to transform bacteria, students observe the expression of green
fuorescent protein (GFP). Students can work through the activity for homework or as a
group.
Spark students interest in GFP by having them do a little online investigation about
jellyfsh that glow in the dark. What makes bioluminescent jellyfsh, Aequorea victoria,
easy to spot in deep, dark water is the expression of green fuorescent protein (GFP).
Te GFP gene can be transferred into bacteria, and if transformation is successful, the
bacteria will express their newly acquired jellyfsh gene and glow brilliant green under
ultraviolet (UV) light.
Ask students to discuss the following question:
Suppose you have a plasmid that contains both the gene for GFP (pGLO) and a gene
for resistance to ampicillin (pAMP). How will you be able to tell if bacterial cells have
been transformed using the plasmid containing genes for GFP and ampicillin resistance?
Take this a step further by having students examine the plasmid in Figure 3 and the
corresponding caption.
GFP (the Aequorea victoria jellyfsh
gene) codes for green fuorescent
protein, and araC is the gene that
codes for the protein that regulates
transcription of GFP. Bla is the gene
that codes for beta-lactamase, an
enzyme that confers resistance to
ampicillin by disabling ampicillin
molecules. Ori is the plasmids origin
of replication, and the arrows indicate
the direction of transcription and
translation.
Bio_T_Lab08_03
araC
GFP
bla
ori
pGLO
Figure 3. pGLO Plasmid
In addition to genes for green fuorescent protein and resistance to ampicillin, the pGLO
plasmid has a special gene regulation system that switches on GFP production if the
sugar arabinose is present in the nutrient medium, and the bacteria glow when exposed
to UV light. Tis system is an example of an inducible operon.
Using the information above, ask students to construct a diagram of the arabinose
operon, showing the activity of the various components described in the presence of
arabinose, and then in the absence of the sugar. Te following questions can guide their
thinking:
What evidence will indicate whether your attempts at performing a genetic
transformation are successful?
What will agar plates containing arabinose look like if they contain transformed cells?
Without arabinose?
Tere are several directions in which students can go with their own investigations.
1. Students can determine whether any satellite colonies have been transformed.
Do not tell them this in advance, but the majority of satellite colonies form when
transformed cells release beta-lactamase (the enzyme encoded by the plasmid that
degrades ampicillin) into the surrounding medium. Nontransformed bacteria can
then survive and grow.
2. Students can vary the transformation process by altering the amount of DNA, ratio
of transformation solutions, time for heat shock, or growth stage of bacteria.
3. Students can investigate the efects of mutations on gene expression and whether
mutations afect plasmids. However, you must make sure that any mutagens students
choose to explore are safe. Tere are several postulated or proven mutagens that
students likely could handle safely, including the following:
Dilute hydrogen peroxide
Cafeine
UV light source (Te bacteria must be kept in the dark to prevent DNA repair, and
students must wear UV goggles.)
Potassium nitrate (used in food preservation)
4. Can bacteria take up two diferent plasmids? Tis is an advanced investigation that
requires two diferent plasmids. However, it can lead to very interesting outcomes
because some pairs of plasmids are compatible, while others are not.
5. Does having this plasmid give the bacteria an advantage other than antibiotic
resistance? Mix equal amounts of transformed bacteria with untransformed bacteria,
and plate them together on one plate. Which colonies are bigger afer 24 hours?
Which colonies are more numerous? Tis investigation would tie nicely into labs on
interspecifc competition or natural selection.
Students observe the results they obtained and record their observations in their lab
notebook. Te Analyzing Results section of the lab in the Student Manual provides
several questions for consideration, but encourage students to come up with some of
their own questions.
Te following are suggested guidelines to assess students understanding of the
following the completion of the investigation.
1. Have students record all their data, results, and conclusions in a lab notebook,
formal paper, or mini-posters. Based on the students product, do you think students
have met the learning objectives of the investigation?
2. As you visited the diferent lab groups, were they able to work through the various
activities interspersed throughout the investigation without difculty? What
additional questions did students raise? Did they have ideas for how they could
explore answers to their questions?
3. Did students have sufcient mathematical skills to calculate transformation
efciency?
4. What technical challenges did students have using the equipment required for the
investigation? Have students list their challenge areas and discuss solutions.
Te background to this investigation asks students to think about several applications of
genetic transformation, including genetically modifed food and possible ethical, social,
or medical issues raised by the manipulation of DNA by biotechnology. Ask students to
discuss why these issues are issues. What questions are posed by genetic engineering?
Students also can respond to the quote from Michael Crichtons novel and flm Jurassic
Park: Just because science can do something doesnt mean that it should.
Background Information/Prelab Activities
http://biology.arizona.edu
Te University of Arizona Biology Project is an online interactive resource for
learning biology, with an extensive molecular biology/biotechnology module.
Curriculum Module (Professional Development), AP Biology: From Gene to Protein
A Historical Perspective, College Board, 2010.
Tis set of instructional strategies developed by AP Biology teachers takes students
on an inquiry-based journey as they explore key discoveries that allowed scientists
to identify DNA as the molecule of heredity and how it is able to store, retrieve, and
transmit information necessary for living systems. Drawing their own conclusions,
students explore the contributions of notable scientists, including Frederick Grifth,
Hershey and Chase, Watson and Crick, and Meselson and Stahl. Te instructional
activities are examples of how teachers can engage students by accommodating their
diferent learning styles, knowledge bases, and abilities and, at the same time, provide
depth of content and skills.
http://dnalc.org. Dolan DNA Learning Center, Cold Spring Harbor.
Tis resource provides myriad interactive activities for students to prepare students
for conducting investigations using biotechnology practices, including DNA Subway
and iPlant Collaborative.
Grifth, AJ, Natural plasmids of flamentous fungi, Microbiol. Rev. 1995 December 59(4),
http://www.ncbi.nlm.nih.gov/pubmed/8531891
Johnson, A. Daniel, 40 Inquiry Exercises for the College Biology Lab, NSTA Press,
Arlington, VA, 2009.
Tis information provides great insight into developing student-directed, inquiry-
based laboratory investigations for advanced students, while also providing strategies
on how teachers can adapt their more teacher-directed labs into opportunities for
independent exploration. Unit 3 in the manual, DNA Isolation and Analysis,
provides exercises for more advanced students to use bioinformatics programs to
study and manipulate DNA sequences.
http://phschool.com/science/biology_place
Developed by Pearson Education, this interactive and informative resource allows
students to visualize and apply their understanding of biological concepts. Designed
for AP Biology students, Lab Bench connects laboratory procedures to key concepts.
Bio-Rad Biotechnology Explorer pGLO Bacterial Transformation Kit,
Catalog #166-003EDU, www.explorer.bio-rad.com
Tis guided inquiry-based curriculum module developed by Bio-Rad Laboratories
is a source from which this investigation can be modifed. Using pGLO plasmid to
transform bacteria, students observe the expression of green fuorescent protein.
Rapoza, M., and H. Kruezer, Transformations: A Teachers Manual, publication from
Carolina Biological Supply Company, Burlington, NC, 2004.
http://carolina.com/biotech.guides
Tis resource, developed in cooperation with the Dolan DNA Learning Center of
Cold Spring Harbor Laboratory, provides extensive background and procedural
information for multiple transformation laboratory exercises. All of the plasmids
described in the resource contain the gene for ampicillin resistance, and all of the
experimental procedures use ampicillin to select transformed cells. Several of the
plasmids contain an additional marker gene that causes the transformed cell to be
colored, including pVIB, pGREEN, and pBLU.
Resources for Extensions of Investigation
Plasmid isolation and purifcation are fairly simple processes that students might want
to try. Chemicals, bacterial strains, culture media, and other supplies can be purchased
from several commercial companies, including Carolina Biological (http://www.
carolina.com) and Bio-Rad (http://explorer.bio-rad.com). Students can isolate
specifc plasmids of your choice and use them to transform bacteria that do not naturally
contain the plasmid(s). Using the skills and knowledge obtained from this investigation,
students can design an experiment to investigate whether or not their transformation
was successful.
Big
Idea
Investigation 8 S97
3
INVESTIGATION 8
BIOTECHNOLOGY:
BACTERIAL
TRANSFORMATION*
How can we use genetic engineering techniques to
manipulate heritable information?
BACKGROUND
Are genetically modifed foods safe? Tere is ongoing debate about whether it is safe
to eat fruit and vegetables that are genetically modifed to contain toxins that ward of
pests. For instance, biotechnologists have succeeded in inserting a gene (Bt) from the
bacterium Bacillus thuringiensis into the corn genome. When expressed, the Bt toxin
kills caterpillars and controls earworms that damage corn, but is the corn safe for
human consumption?
Genetic information passed from parent to ofspring via DNA provides for
continuity of life. In order for information in DNA to direct cellular activities, it must
be transcribed into RNA. Some of the RNAs are used immediately for ribosomes or
to control other cellular processes. Other RNAs are translated into proteins that have
important roles in determining metabolism and development, i.e., cellular activities
and phenotypes (traits). When the DNA of a cell changes, the RNAs and proteins they
produce ofen change, which in turn changes how that cell functions.
DNA inside a cell can change several ways. It can be mutated, either spontaneously
or afer the DNA replication machinery makes an error. Biotechnologists may cause an
intentional mutation in a cells own DNA as a way to change how that cell behaves. Te
most powerful tool biotechnologists have, though, is the ability to transfer DNA from
one organism to another and make it function there. With this tool, they can make cells
produce novel protein products the cells did not make previously.
Examples of this powerful tool are all around us. Insulin that people take to control
their blood sugar levels is ofen made from engineered bacteria. Some vaccines, as
well as enzymes used for manufacturing denim jeans, are also made using engineered
cells. In the near future, engineered bacteria and other cells being developed could help
clean up spilled oil or chemicals, produce fuel for cars and trucks, and even store excess
carbon dioxide to help slow global climate change. Can you think of other possible
applications of genetic engineering? However, biotechnology and human manipulation
of DNA raise several ethical, social, and medical issues, such as the safety of genetically
modifed foods. Can you think of other issues to consider?
S98 Investigation 8
Tis biotechnology depends on plasmids, small circles of DNA that were found frst
in bacteria. Plasmids allow molecular biologists to manipulate genetic information in
a laboratory setting to understand more fully how DNA operates. Plasmids also let us
move DNA from one bacterium to another easily.
In this investigation, you will learn how to transform Escherichia coli (E. coli) bacteria
with DNA it has not possessed before so that it expresses new genetic information.
Bacterial cells that are able to take up exogenous (external) genetic material are
said to be competent and are capable of being transformed. You also will calculate
transformation efciency to fnd out how well the E. coli took up the foreign
DNA. Using these techniques, you will have the opportunity to explore the feld of
biotechnology further. You might want to explore the following questions:
What causes mutations in bacteria? Can mutations afect plasmids?
What is the function of plasmids in bacteria?
Do cells take up more plasmids in some conditions and less in others?
By learning and applying these fundamental skills, you will acquire the tools to
conduct more sophisticated biotechnology investigations, including designing your own
experiments to manipulate DNA.
Tis investigation also provides you with the opportunity to review, connect, and
apply concepts that you have studied previously, including cell structure of bacteria;
structure and function of cell membranes, enzymes, and DNA and RNA; transcription
and translation; the operon model of the regulation of gene expression; evolution and
natural selection; and interactions between organisms and their environment.
Interspersed within each investigation are supplemental activities designed to
keep you on track and to provide opportunities for you to take a deeper dive into the
concepts. Your teacher may assign these activities for homework or ask that you do
them as you work through each investigation.
Learning Objectives
To demonstrate the universality of DNA and its expression
To explore the concept of phenotype expression in organisms
To explore how genetic information can be transferred from one organism to another
To investigate how horizontal gene transfer is a mechanism by which genetic
variation is increased in organisms
To explore the relationship between environmental factors and gene expression
To investigate the connection between the regulation of gene expression and
observed diferences between individuals in a population of organisms
Investigation 8 S99
Basic Sterile Technique
When working with and culturing bacteria, it is important not to introduce
contaminating bacteria or fungi into the experiment. Because these microorganisms are
ubiquitous, i.e., you can fnd them everywhere on fngertips, bench tops, lab tables,
etc. you must avoid these contaminating surfaces. When working with inoculation
loops, bulb pipettes, micropipettes, and agar plates, do not touch the tips of them (or,
in the case of agar, the surface itself) or place them directly onto contaminating surfaces.
Be sure to wash your hands before beginning the procedure and afer and cover your
sneezes. Do not eat, drink, apply cosmetics, or use personal electronic devices in the work
area.
Working with E. coli
Te host E. coli used in this investigation, plasmids, and the subsequent transformants
created by their combination are not pathogenic (disease-causing) bacteria like the
E. coli O157:H7 strain that has been in the news. However, handling E. coli requires
appropriate microbiological and safety procedures. Your teacher will provide
instructions, but these practices include, but are not limited to, the following:
Decontaminating work surfaces once a day and afer any spill of viable material with
a 10% household bleach solution
Decontaminating all contaminated liquid or solid wastes before disposal [Tis can be
done in an autoclave (20 minutes at 121C) or in a 10% bleach solution (soaked for
20 minutes).]
Washing your hands afer handling organisms containing recombinant DNA and
before leaving the lab
Wearing protective eyewear and disposable gloves
Not eating, drinking, applying cosmetics, or using personal electronic devices, such
as iPods and cell phones, in the work area
THE INVESTIGATIONS
Getting Started
DNA provides the instructions necessary for the survival, growth, and reproduction of
an organism. When genetic information changes, either through natural processes or
genetic engineering, the results may be observable in the organism. Tese changes may
be advantageous for the long-term survival and evolution of a species, but it also may be
disadvantageous to the individuals who possess the diferent genetic information.
In bacteria, genetic variation does not happen by mutation alone. It also can be
introduced through the lateral (horizontal) transfer of genetic material between cells.
Some bacteria undergo conjugation, which is direct cell-to-cell transfer. Other bacteria
acquire DNA by transduction (viral transmission of genetic information). Te third
route is transformation, which is uptake of naked DNA from the environment outside
the cell.
(You may have previously studied transformation in a diferent context. In an
experiment conducted in 1928, Frederick Grifth, seeking a vaccine against a virulent
strain of pneumonia, suggested that bacteria are capable of transferring genetic
information through transformation. Little did Grifth know that his work would
provide a foundation for genetic engineering and recombinant DNA technology in the
21st century.)
Te concept of cell transformation raises the following questions, among others:
To transform an organism to express new genetic information, do you need to insert
the new gene into every cell in a multicellular organism or just one? Which organism
is best suited for total genetic transformation one composed of many cells or one
composed of a single cell?
Can a genetically transformed organism pass its new traits on to its ofspring? To
get this information, which would be a better candidate for your investigation an
organism in which each new generation develops and reproduces quickly or one that
does this more slowly?
Based on how you answered the frst two sets of questions, what organism would be a
good choice for investigating genetic transformation a bacterium, earthworm, fsh,
or mouse?
If your answer to the last question is bacterium, you are on the right track. Genetic
transformation of bacteria most ofen occurs when bacteria take up plasmids from
their environment. Plasmids are not part of the main DNA of a bacterium. Tey are
small, circular pieces of DNA that usually contain genes for one or more traits that
may be benefcial to survival. Many plasmids contain genes that code for resistance to
antibiotics like ampicillin and tetracycline. [Antibiotic-resistant bacteria are responsible
for a number of human health concerns, such as methicillin-resistant Staphylococcus
aureas (MRSA) infections.] Other plasmids code for an enzyme, toxin, or other protein
that gives bacteria with that plasmid some survival advantage. In nature, bacteria may
swap these benefcial plasmids from time to time. Tis process increases the variation
between bacteria variation that natural selection can act on. In the laboratory,
scientists use plasmids to insert genes of interest into an organism to change the
organisms phenotype, thus transforming the recipient cell. Using restriction enzymes,
genes can be cut out of human, animal, or plant DNA and, using plasmids as vectors
(carriers of genetic information), inserted into bacteria. If transformation is successful,
the recipient bacteria will express the newly acquired genetic information in its
phenotype (Figure 1).
Bio_S_Lab08_01
NOTE: Illustration requires less width than specifed.
Transformed cell
Recombinant
plasmid
E. coli host cell
Figure 1. Transformation of Bacteria
In nature, the efciency of transformation is low and limited to relatively few bacterial
strains. Also, bacteria can take up DNA only at the end of logarithmic growth; at this
time, the cells are said to be competent. In the lab, you have discovered several ways
to increase the rate of transformation. Now, rather than just a few bacteria taking up a
plasmid you want them to use, millions of bacteria can be transformed. Te number of
bacteria that take up a plasmid successfully is called the transformation efciency. Tis
is one of the values you will calculate in this lab unit.
In this investigation, you will use a predefned procedure to transform E. coli bacteria
with a plasmid carrying a foreign gene. Tere are several diferent plasmids your
instructor can choose from; you will be instructed about which one to work with for this
unit.
E. coli is an ideal organism for the molecular geneticist to manipulate because it
naturally inhabits the human colon and easily can be grown in a nutrient medium such
as LB broth.
But what is E. colis natural or pre-transformation phenotype?
Observe the colonies of E. coli grown on the starter LB/agar plate provided by
your teacher to glean some information before you determine if any genetic
transformation has occurred. What traits do you observe in pre-transformed
bacteria? Record your observations in your laboratory notebook.
Some bacteria are naturally resistant to antibiotics, but others are not. How could you
use two LB/agar plates, some E. coli, and some ampicillin (an antibiotic) to determine
how E. coli cells are afected by ampicillin?
What would you expect your experimental results to indicate about the efect of
ampicillin on the E. coli cells? Do you think that exposure to ampicillin will cause the
E. coli cells to evolve resistance to ampicillin? Why or why not?
How will you be able to tell if host E. coli cells have been genetically transformed?
(Hint: You will need some information from your teacher about the plasmid you will
be using.)
Procedure
Your teacher will provide you with a plasmid containing one or more genes. Te plasmid
likely will contain the gene for resistance to ampicillin (pAMP), an antibiotic that is
lethal to many bacteria, including E. coli cells. Tis transformation procedure involves
the following three main steps to introduce the plasmid DNA into the E. coli cells and to
provide an environment for the cells to express their newly acquired genes:
1. Adding CaCl
2
2. Heat shocking the cells
3. Incubating the cells in nutrient broth for a short time before
plating them on agar
Materials
Your Workstation
E. coli starter plate prepared by your
teacher
Poured agar plates prepared by your
teacher, most likely the following:
2 LB agar plates
2 LB/amp agar (LB agar contain-
ing ampicillin) plates
Transformation solution (CaCl
2
, pH 6.1)
kept ice cold
LB nutrient broth
Sterile inoculation loops
1001000 L sterile bulb pipettes
110 L micropipettes with sterile tips
Microcentrifuge tubes
Microcentrifuge tube holder/foat
Container full of crushed ice
Marking pen
Common Workstation
DNA plasmid (most likely pAMP at
0.005 g/L)
42C water bath and thermometer
37C incubator
20 L adjustable-volume micropipettes
and tips (optional)
10% household bleach
Biohazardous waste disposal bags
Masking or lab tape
In your lab notebook, record data, answers to questions, and any questions that arise
during this part of the activity.
Step 1 Form lab teams, as instructed by your teacher. Familiarize yourself with sterile
technique, materials and lab equipment, and safety procedures for handling bacteria and
decontaminating the work area.
Step 2 Label one closed microcentrifuge tube (micro test tube) + plasmid and one tube
-plasmid. (What do the + and - symbols mean?) Label both tubes with your groups
number (e.g., G2), and place them in the microcentrifuge tube holder/foat.
Step 3 Carefully open the tubes and, using a 1001000 L bulb pipette with a sterile tip,
transfer 250 L of the ice cold transformation solution (CaCl
2
) into each tube. (Note that
l and L are alternative symbols for the same volumetric measurement.)
Bio_T_Lab08_02
750l
500l
250l
100l
1ml
Figure 2. Measuring Volume with a Pipette
Step 4 Place both tubes on (into) the ice.
Step 5 Use a sterile inoculation loop to pick up a single colony of bacteria from your
starter plate. Be careful not to scrape of any agar from the plate. Pick up the + plasmid
tube and immerse the loop into the CaCl
2
solution (transforming solution) at the bottom
of the tube. Spin the loop between your index fnger and thumb until the entire colony is
dispersed in the solution. Appropriately discard the loop.
Step 6 Use a new sterile 1001,000 L micropipette to repeatedly pulse the cells in
solution to thoroughly resuspend the cells. (Note that the clear transformation solution
will become cloudy as the E. coli cells are suspended.) Place the tube back on the ice.
Step 7 Using a new sterile inoculation loop, repeat Steps 5 and 6 for the - plasmid tube.
CAUTION: Keep your nose and mouth away from the tip end when pipetting
suspension culture to avoid inhaling any aerosol!
Step 8 Using a 110 L micropipette with a sterile tip, transfer 10 L of the plasmid
solution directly into the E. coli suspension in the + plasmid tube. Tap tube with a fnger
to mix, but avoid making bubbles in the suspension or splashing the suspension up the
sides of the tube. Do not add the plasmid solution into the - plasmid tube! (Why not?)
Step 9 Incubate both tubes (+ plasmid and - plasmid) on ice for 10 minutes. Make
sure the bottom of the tubes make contact with the ice.
Step 10 While the tubes are sitting on ice, label each of your agar plates on the bottom
(not the lid) as directed by your teacher.
Step 11 Following the 10-minute incubation at 0C, remove the tubes from the ice and
heat shock the cells in the tubes. It is critical that the cells receive a sharp and distinct
shock! Make sure the tubes are closed tightly! Place the tubes into a test tube holder/
foat, and dunk the tubes into the water bath, set at 42C, for exactly 50 seconds. Make
sure to push the tubes all the way down in the holder so that the bottom of the tubes
with the suspension makes contact with the warm water.
Step 12 When the 50 seconds have passed, place both tubes back on ice. For best
transformation results, the change from 0C to 42C and then back to 0C must be rapid.
Incubate the tubes on ice for an additional two minutes.
Step 13 Remove the holder containing the tubes from the ice and place on the lab counter.
Using a 1001,000 L micropipette with sterile tip, transfer 250 L of LB nutrient broth
to the + plasmid tube. Close the tube and gently tap with your fnger to mix. Repeat
with a new sterile micropipette for the - plasmid tube.
Step 14 Incubate each tube for 10 minutes at room temperature.
Step 15 Use a 101,000 L micropipette with sterile tip to transfer 100 L of the
transformation (+ plasmid) and control (- plasmid) suspensions onto the appropriate
LB and LB/Amp plates. Be sure to use a separate pipette for each of the four transfers.
Step 16 Using a new sterile inoculation loop for each plate, spread the suspensions evenly
around the surface of the agar by quickly skating the fat surface of the sterile loop
back and forth across the plate surface (Figure 3). Do not poke or make gashes in the
agar! Your teacher might suggest that you use small sterile glass beads to spread the
suspensions by gently rocking the beads across the surface of the agar. Allow the plates to
set for 10 minutes.
Bio_S_Lab08_03
3 4
1 2
Figure 3. Technique for Plating Bacteria on Agar
Step 17 Stack your plates and tape them together. Place the stack upside down in the 37C
incubator for 24 hours or as per instructed by your teacher.
Analyzing Results
Tink about these questions before collecting data and analyzing your results. Be sure to
record your answers in your laboratory notebook.
1. On which of the plates would you expect to fnd bacteria most like the original non-
transformed E. coli colonies you initially observed? Why?
2. If there are any genetically transformed bacterial cells, on which plate(s) would they
most likely be located? Again, why?
3. Which plates should be compared to determine if any genetic transformation has
occurred? Why?
4. What barriers might hinder the acquisition of plasmids?
5. How can the procedures described above (addition of CI
2
and heat shocking) help
facilitate the introduction of plasmids into the E. coli cells?
Consider the amount of bacterial growth you see on each plate. What color are the
colonies? How many bacterial colonies are on each plate? Additional questions you
might want to consider include the following:
1. Do your results support your original predictions about the + plasmid transformed
E. coli cells versus - plasmid nontransformed cells?
2. Which of the traits that you originally observed for E. coli did not seem to become
altered? Which traits seem now to be signifcantly diferent afer performing the
transformation procedure?
3. What evidence suggests that the changes were due to the transformation procedures
you performed?
4. What advantage would there be for an organism to be able to turn on or of
particular genes in response to certain conditions?
5. Was your attempt at performing a genetic transformation successful? If so, how
successful?
By calculating transformation efciency, you can measure the success of your
transformation quantitatively.
Calculating Transformation Efciency
Your next task is to learn how to determine the extent to which you genetically
transformed E. coli cells. Tis quantitative measurement is referred to as the
transformation efciency. What is the importance of quantifying how many cells have
been transformed? In many applications, it is important to transform as many cells
as possible. For example, in some forms of gene therapy, cells are collected from the
patient, transformed in the laboratory, and then put back into the patient. Te more cells
that are transformed to produce the needed protein, the more likely the therapy will
work.
Calculating transformation efciency gives you an indication of how efective you
were in getting plasmids carrying new information into host bacterial cells. In this
example, transformation efciency is a number that represents the total number of
bacterial cells that express the gene for ampicillin resistance divided by the amount of
DNA plasmid used in the experiment. Te transformation efciency is calculated using
the following formula.
Transformation efciency = Total number of colonies growing on the agar plate
Amount of DNA spread on the agar plate (in g)
What two pieces of information will you need to calculate the efciency of your
transformation? Be sure to record all calculations.
1. Calculate the total number of transformed cells.
Observe the number of colonies visible on your LB/amp plate. Do not open the
plate! Each colony on the plate can be assumed to be derived from a single cell.
As individual cells reproduce, more and more cells are formed and develop into
what is termed a colony. Tus, the most direct way to determine the total number
of bacteria that were transformed with the plasmid is to count the colonies on the
plate.
2. Calculate the amount of plasmid DNA in the bacterial cells spread on the LB/amp
plate.
You need two pieces of information to fnd out the amount of plasmid DNA in
the bacterial cells spread on the LB/amp plate: a) the total amount of DNA with
which you began the experiment and b) the fraction of the DNA in the bacteria that
actually got spread onto the LB/amp plate.
Once you determine this information, you will multiply the total amount of plasmid
DNA used in the transformation times the fraction of DNA you spread on the LB/
amp plate.
a. Calculate the total amount (mass) of plasmid DNA.
Te total amount (mass) of DNA with which you began the experiment is equal
to the product of the concentration and the total volume used, or
DNA in g = (concentration of DNA of g/L) x (volume of DNA in L)
In this example, assume you used 10 L of plasmid at a concentration of 0.005 pAMP
g/L.
Calculate the amount (mass) of plasmid DNA (pAMP) in g per
1 L of solution.
Calculate the total amount of DNA used in this experiment.
How will you use this information?
b. Calculate the fraction of plasmid DNA that actually got spread onto
the LB/amp plate.
Since not all the DNA you added to the bacterial cells will be transferred to the
agar plate, you need to calculate what fraction of the DNA was actually spread
onto the LB/amp plate.
Fraction of DNA used = Volume spread on the LB/amp plate (L)
Total sample volume in test tube (L)
Calculate the fraction of plasmid DNA you spread on the LB/amp plate.
(Hint: Refer to the procedure and your notes. How many microliters of cells
containing DNA did you spread onto the plate? What was the total volume of
solution in the test tube? Did you add all the volumes?)
c. Calculate the micrograms of plasmid DNA that you spread on
the LB/amp plate.
To answer this question, you multiply the total mass of plasmid DNA used times
the fraction of plasmid DNA you spread on the LB/amp plate.
DNA spread in g = Total amount of DNA used in g x fraction of DNA used
What does this number tell you?
3. Calculate transformation efciency.
Look at your calculations. Fill in the blanks with the correct numbers.
Number of colonies on the LB/amp plate:
Micrograms of plasmid DNA spread on the plate:
Now calculate the efciency of the transformation.
Transformation efciency = Total number of colonies growing on the agar plate
Amount of DNA spread on the LB/amp plate (in g)
4. What does this mean?
Transformation efciency calculations result in very large, and very small, numbers.
For both very large and very small numbers, scientists ofen use a mathematical
shorthand referred to as scientifc notation. For example, if the calculated
transformation efciency is 1,000 bacteria/g of DNA, they ofen report this as 10
3

transformants/g.
How would scientists report 10,000 transformants/g in scientifc notation?
Suppose scientists calculated an efciency of 5,000 bacteria/g of DNA. How would
they report this in scientifc notation?
a. Report your calculated transformation efciency in scientifc notation.
b. What does your calculation of transformation efciency mean?
c. Biotechnologists generally agree that the transformation protocol that you have
just completed has a transformation efciency of between 8.0 x 10
2
and 7.0 x 10
3

transformants per microgram of DNA. How does your transformation efciency
compare? What factors could explain a transformation efciency that was greater
or less than predicted?
Evaluating Results
1. What are some challenges you had in performing your investigation? Did you make
any incorrect assumptions?
2. What are some possible sources of error in the transformation procedure? If you had
to repeat the procedure, what are ways to minimize potential sources of error?
calculate transformation efciency? Which calculations, if any, were challenging or
required help from your classmates or teacher?
4. Can you suggest other preliminary activities that would have better prepared you to
tackle the investigation?
5. Does a bacterial cell take in a plasmid with genes the cell already possesses? If so,
would this afect your calculations?
Tink about these questions again for a minute.
What causes mutations in bacteria? Can mutations afect plasmids? How would you
be able to tell if any observed changes in phenotypes are due to the expression of
genes carried on plasmids and are not attributed to a possible mutagen?
Do bacteria take up more in plasmid in some conditions and less in others? What
conditions favor uptake, and which ones inhibit it?
What other questions do you have about plasmids and transformation?
You can either design an investigation focusing on the information below OR design
one based on a question(s) or observation you had as you worked through the genetic
transformation you just conducted. Be sure that your experiment applies the science
skills you acquired as you worked through this investigation. Make sure that your
teacher approves your plan.
You should have noted satellites around the transformed colonies. (Satellites are
smaller colonies that grow around the larger transformed colony.) What observations
can you make about the satellites? Do they look like transformed bacteria? How can
you tell if the satellites contain the plasmid? Design and conduct an experiment to
determine if the E. coli satellite colonies from your genetic transformation experiment
are transformed, too. Available to you are the same chemicals, supplies, and equipment
you used in the previous investigation.
Te background to this investigation asks you to think about several applications
of genetic transformation, including genetically modifed food and possible ethical,
social, or medical issues raised by the manipulation of DNA by biotechnology. Why are
these issues? What questions are posed by genetic engineering? In terms of what you
have learned about biotechnology, how would you respond to the quote from Michael
Crichtons novel and flm Jurassic Park: Just because science can do something doesnt
mean that it should?
Big
Idea
3
INVESTIGATION 9
BIOTECHNOLOGY:
RESTRICTION ENZYME
ANALYSIS OF DNA*
How can we use genetic information to identify and
prole individuals?
THE SCENARIO
OMG! Is that blood? Laurel nearly broke Marcuss arm as she tried to push past him into
the classroom.
Marcus grabbed the sleeve of her cardigan and yanked her back. Dont! Cant you see
the glass? Laurel tried knocking his hand free, but the 64 varsity basketball captain held
tight. He made her settle for looking from under his armpit.
Not that what she saw would make any sense. Teir AP Biology lab looked like a riot
scene. Four chairs and a potted plant were overturned in the center of the room, and broken
pieces of glass were scattered across the foor along with several wet red drops. Plink
plink plink. Marcuss eyes were drawn to the teachers desk where droplets of brownish
liquid fell from a paper cup and collected in a puddle on the linoleum.
What happened? Laurel asked. Did somebody get hurt? Laurel and her classmates
had gathered in front of the door and strained to see inside Room 102.
Marcus inspected the scene and raised his right arm above his head, his fngers spread
apart as if taking a shot from the free throw line. Stay back!
Wheres Ms. Mason? Laurel said. She told me I could meet her before class to review
for the quiz.
Okay, folks, keep it down. Mr. Gladson, the teacher in the classroom next door, came
into the hall. His white lab coat was streaked with several rust-colored stains. Te pungent
odor of formaldehyde permeated the corridor. In case you havent noticed, the bell has
rung. He wiped his nose with a tissue and then tossed it into a nearby trash can. A girls
fake shriek from inside the anatomy lab rose above the buzz of Marcuss classmates.
Whats going on? Bobbys high-pitched whine was unmistakableand so was the scent
of his bubble gum.
I think something mightve happened to Ms. Mason, Marcus said. He dug around in his
backpack and pulled out a magnifying glass. Weve got a crime scene to process.
Go fgure, Laurel said. Sherlock Holmes in a varsity jacket.
For the next hour, Marcus and Laurel searched the classroom and discovered several
pieces of evidence that Marcus described in his biology notebook:
Ten small drops on foor confrmed by Kastle-Meyer test to be blood
Shard of glass from a broken 500-mL Erlenmeyer fask, edge smeared with a reddish
stain
Paper cup with lipstick stains, presumed to be Ms. Masons, found on her desk
Wad of bubble gum stuck underneath overturned chair
Mr. Gladsons discarded tissue recovered from trash can in hall outside Room 102
Bobbys test on photosynthesis with large F scrawled in red ink on frst page
Copy of email from Mr. Gladson to Ms. Mason asking her to give up position as
department chair
Marcuss new game was afoot!
BACKGROUND
Applications of DNA profling extend beyond what we see on television crime shows.
Are you sure that the hamburger you recently ate in the local fast-food restaurant was
actually pure beef? DNA typing has revealed that ofen hamburger meat is a mixture of
pork and other nonbeef meats, and some fast-food chains admit to adding soybeans to
their meat products as protein fllers. In addition to confrming what you ate for lunch,
DNA technology can be used to determine paternity, diagnose an inherited illness, and
solve historical mysteries, such as the identity of the formerly anonymous individual
buried at the Tomb of the Unknown Soldier in Washington, D.C.
DNA testing also makes it possible to profle ourselves genetically which raises
questions, including Who owns your DNA and the information it carries? Tis is not
just a hypothetical question. Te fate of dozens of companies, hundreds of patents, and
billions of dollars worth of research and development money depend on the answer.
Not only does this investigation provide an opportunity for students to learn and apply
techniques used by scientists in creating genetic profles, it raises questions that students
can explore about the ethical, social, and medical issues surrounding the manipulation
of genetic information.
In this investigation, students begin by familiarizing themselves with the procedure
without running an actual gel electrophoresis. Ten students will use restriction
endonucleases and gel electrophoresis to analyze DNA sequences by creating genetic
fngerprints. Students will apply mathematical routines to determine the approximate
sizes of DNA fragments produced by restriction enzymes to solve the forensic mystery
presented in the scenario. Tere are two parallel activities going on: conducting
an investigation requiring technical skills and identifying likely suspects in the
disappearance of the teacher. By learning and applying these fundamental skills, students
acquire the tools to conduct more sophisticated biotechnology investigations.
4p10
3p4
PREPARATION
Supplies for this investigation can be purchased through several commercial vendors. A
partial list of suppliers is provided in the Supplemental Resources section.
Te materials described below are included in an eight-station kit and are sufcient
for eight complete setups of the investigation. You can also purchase a less expensive
four-station kit to accommodate smaller class sizes or pool lefover supplies.
A list of materials and supplies needed for each student work station is supplied in the
student version of this investigation. Students are encouraged to set up their own work-
stations. Note: Materials and instructions in the student version of this investigation are
more generic to accommodate diferent vendors products.
Materials Included in Kit (Eight-Station)
20 L vials of lambda DNA
20 L vials of lambda DNA cut with
EcoRI
20 L vials of lambda DNA cut with
HindIII
Optional: samples of lambda DNA cut
with other restrictions enzymes (see
Supplemental Resources) to make evi-
dence samples
TAE bufer 50x concentrate
Agarose
Disposable plastic needle-nose transfer
pipettes
Methylene blue gel and bufer stain
Staining trays
Disposable gloves
Semi-log graph paper and rulers
Dry lab activity sheets
Note: Te DNA is ofen stabilized for storage at room temperature. However, if the
DNA is to be kept for more than six weeks, it should be frozen or refrigerated. All other
components may be stored at room temperature.
Materials Needed but Not Supplied
Gel electrophoresis chambers and
power supplies
Masking tape (if needed to seal gel
casting trays)
Racks for holding samples
1-L graduated cylinder for diluting and
measuring TAE bufer
Container for holding 5 L of 1x TAE
bufer
60C water bath for keeping agarose
liquid until poured into casting tray
Microwave oven OR hot plate with stir
bar OR boiling water bath for melting
agarose
Permanent markers
Distilled or deionized water
Aluminum foil
Optional Equipment
Microcentrifuge for pooling DNA (or
samples can be tapped to pool)
White-light box or overhead projector
for viewing stained gels (Note: Most
stained DNA fragments can be seen
with the naked eye.)
Plastic bag or container with lid if gels
need to be stored overnight
Preparation of DNA Evidence Samples
At minimum, you will have to prepare DNA evidence found at the mock crime scene
from the blood spattered on the foor Ms. Mason, Mr. Gladson, and Bobby. You
might want to add other names to the list of suspects. (An alternative is to have a team of
students create a mock crime scenario for other teams, with you providing appropriate
evidence samples of DNA.) You will have to reserve a vial of lambda DNA cut with
HindIII to serve as a marker, providing a set of RFLPs of known sizes (standard).
To make these evidence samples, you can use the vials of lambda DNA cut with
EcoRI and HindIII and the uncut samples of lambda DNA provided in the kit. Remove
the labels from the vials and replace them with new labels indicating the source of the
sample, e.g., Suspect 1, Suspect 2, Blood, or Ms. Mason, Mr. Gladson, Bobby,
Principal. You can purchase samples of lambda DNA cut with other restriction
enzymes from commercial vendors, or you can combine a sample of lambda DNA cut
with EcoRI with a sample cut with HindIII to mix things up. To be more tricky, give
each student group DNA evidence that leads to diferent perpetrators, i.e., for one
group, Bobby is guilty, whereas for another group, Mr. Gladson is the likely culprit. Since
there is no single correct answer for whodunit, you can take the scenario in multiple
directions.
Pool Small Volumes of DNA
During shipping, the small volume of DNA in each tube may become spread as a flm
around the storage tube wall or cap. Terefore, you should pool the DNA solutions at the
bottom of their storage tubes by using one of the following methods:
1. Spin the tubes briefy in a microcentrifuge.
2. Spin the tubes briefy in a preparatory centrifuge, using adapter collars for
1.5 mL tubes.
3. Tap the base of the tubes sharply on the bench top.
Note: Methylene blue stain stain has been added to the DNA samples for better
visualization.
Preparation of TAE Buffer
Because tris-acetate-EDTA (TAE) bufer solution is stable, it can be made ahead of time
and stored in a carboy or other container in the refrigerator until you are ready to use it.
For the eight-station kit: To make 1x bufer from the 50x stock, mix 100 mL of 50x
TAE concentrate with 4,900 mL of distilled or deionized water. Mix for 12 minutes.
Tis is a 1:50 dilution for a fnal volume of 5 L.
For the four-station kit: To make 1x bufer from the 50x stock, mix 50 mL of 50x TAE
concentrate with 2,450 mL of distilled or deionized water. Mix for 12 minutes. Tis is a
1:50 dilution for a fnal volume of 2.5 L.
Preparation of Agarose Solution/Casting Gels
Prepare 0.8% agarose solution before class on Lab Day 1. You will use approximately
50 mL of agarose per gel depending upon your electrophoresis apparatus. Prepare the
agarose gel just before the lab and maintain it in its liquid state by placing it in a 5565C
water bath. Cover the top of the agarose container (fask) to minimize evaporation.
For eight-station kit: Add 5 grams of agarose to 625 mL of 1x TAE bufer that
you prepared. Melt the agarose using a microwave (210 minutes) OR a hot plate
with magnetic stir bar OR a boiling water bath. In all cases, heat the agarose until no
particulate matter can be seen in the solution or stuck to the bottom of the fask. Be
careful to prevent boiling over and/or scalding.
For four-station kit: Add 2.4 grams of agarose to 300 mL of 1x TAE bufer. Follow the
instructions described above.
When the agarose cools (but before it solidifes), it is ready to be poured in the gel
casting trays. Pour enough agarose into each tray until the volume is about halfway up
each comb (approximately 50 mL per tray).
Bio_T_Lab09_01
Mix agarose
and buffer.
1.
Boil mixture
in microwave.
2.
Cool the mixture to 65C
and pour into mold.
3. Gel solidies at
room temperature.
Insert comb into
mold to make wells.
Remove comb;
wells remain.
Finished gel
4.
Figure 1. Preparing and Casting an Agarose Gel
Adding Methylene Blue Stain to Agarose
Adding gel and bufer stain to the gel and bufer allows observers to faintly see many of
the bands (DNA fragments) in the gel while the electrophoresis is running, and this is
instructive for students. It also helps you to monitor the progress of the electrophoresis.
You will still have to use the fnal stain to see all the bands more clearly.
Te concentration of the stain added to the agarose/bufer is dependent on the voltage
used for electrophoresis. Te stain may be added to the entire volume of the agarose. Just
add the drops of stain to the agarose, swirl to mix, and pour the gel immediately. Gels
can be prepared one day ahead of the lab day, if necessary. Gels stained longer than one
day tend to fade and lose their ability to stain DNA fragments during electrophoresis.
Refer to Table 1 for addition of stain to either 300 mL or 600 mL of agarose. Stain can be
added using the dropper bottle. If a calibrated pipette is available, the lid of the dropper
bottle can be removed for quicker addition of larger volumes.
CAUTION: Although methylene blue stain is not toxic, we recommend that you
and your students wear gloves to prevent staining of the skin.
Table 1. Adding Methylene Blue Stain to Agarose
Voltage Agarose Volume Stain Volume
50 volts 300 mL 400 L (10 drops)
625 mL 760 L (19 drops)
625 mL 1000 L (25 drops)
Adding Methylene Blue Stain to Buffer
If you add stain to the gel, also add stain to the bufer. Use Table 2 to determine how
much stain to add to either 500 mL or 2.6 L of 1x TAE electrophoresis bufer. However, if
you plan to reuse the bufer, do not add stain to the bufer.
Table 2. Adding Methylene Blue Stain to Buffer
Voltage Buffer Volume Stain Volume
2.6 L 2.6 mL (65 drops)
2.6 L 5 mL (125 drops)
Staining with Final Stain
Methylene blue stain is added to the gel and bufer in order to better visualize the bands
(fragments) of DNA as they migrate through the agarose gel during electrophoresis.
However, you will still have to do a fnal stain of the gel.
1. Use the fnal stain as is. Do not dilute it. Following electrophoresis, place the gel in
the staining tray, and cover it with just enough stain to submerge the gel.
2. Use the methylene blue stain as is. If you allow the gel to stain for more than an
hour, the gel will be difcult to destain. It is helpful to set a timer.
3. Pour the stain back into the bottle for reuse; stain can be used six to eight times.
4. Destain the gels by covering them with distilled or deionized water. Do not use tap
water because the chlorine in tap water will cause the DNA bands to fade. Change
the water two or three times over the course of 3040 minutes. Bands that are not
immediately present will become more visible with time. Maximum visibility is
reached afer fve or more hours of destaining. Gels may be lef overnight in a small
volume (just enough to cover the gels) of distilled or deionized water. Gels lef
overnight in a large volume of water may destain too much.
Day Before the Lab
It is recommended that you prepare the TAE bufer and 0.8% agarose the day before
the lab. Tis will take approximately 15 minutes. You will also need to spend about 30
minutes setting up student work stations and gathering electrophoresis equipment,
preparing DNA evidence samples, test tube racks, etc. If you prefer to cast agarose gels
for students, it will take approximately 20 minutes to pour gels into casting trays. Te
TAE bufer is stable and can be prepared ahead of time and stored.
Lab Day 1
Students will spend approximately 45 minutes reading the scenario and background
material, working through several prelab activities, and familiarizing themselves with
the procedure for gel electrophoresis. However, Getting Started can be assigned for
homework. You can also have students view any of several online videos about DNA
analysis using restriction enzymes and gel electrophoresis, including one on Carolina
Biological Supply Companys website, for homework. Look for the Biotechnology link
on the Teacher Resources: Carolina Videos Web page (http://www.carolina.com),
or direct students to YouTube for educational videos and/or animations about preparing,
pouring, loading, and running a gel.
Allow approximately 20 minutes for students to practice pipetting and gel loading
(optional) and loading DNA samples in the gels. (See the Potential Challenges section of
this investigation.)
It will take anywhere from 45 minutes to 2 hours to run the gels for the independent
investigation, depending on the recommended voltage for the particular electrophoresis
apparatus. For example, if you are using a standard-sized Carolina gel box (which is
approximately eight inches long), run the gels at 135 volts. Using Bio-Rad gel boxes can
take up to several hours at 50 volts. If the gels are run at a voltage that is too high, there
will likely be less separation of the DNA fragments. Since students are likely to leave
the lab to attend another class(es), you should plan on supervising the progress of the
electrophoresis, stain the gels (1530 minutes), and then destain them (45 minutes to
overnight). Another suggestion is to have students come back to the lab at the end of
school to stain and destain their gels.
Lab Day 2
Allow approximately 45 to 60 minutes for students to analyze, process, and discuss their
results. It is recommended that you ask students to write conclusions to the scenario to
reveal whodunit based on motive, means, opportunity, and, of course, DNA evidence.
Tis project can be assigned for homework, but students will enjoy sharing their stories.
Instruct students that they should never handle gels with their bare hands. An
electrophoresis apparatus can be dangerous because it is flled with a highly conductive
salt solution and uses DC current at a voltage strong enough to cause a small shock.
Always turn the power supply switch OFF and wait 10 seconds before making any
connection. Connect both supply leads to the power supply (black to black and red to
red, just like when you jump-start a car battery) before turning on the power supply.
Afer use, turn of the power supply, then disconnect both leads from the power supply.
Remember, power supply on last and of frst.
Tis investigation can be conducted during the study of concepts pertaining to the
storage, retrieval, and transmission of genetic information (big idea 3), with connections
to evolution (e.g., gene sequencing and measuring genetic variation, which is key to
natural selection and evolution). As always, it is important to make connections between
big ideas and enduring understandings, regardless of where in the curriculum the lab
is taught. Te concepts align with the enduring understandings and learning objectives
from the AP Biology Curriculum Framework, as indicated below.
3A3: Te chromosomal basis of inheritance provides an understanding of the pattern
of passage (transmission) of genes from parent to ofspring.
Learning Objectives
Te student can justify the claim that humans can manipulate heritable information
by identifying at least two commonly used technologies (3A1 & SP 6.4).
Te student is able to pose questions about ethical, social, or medical issues
surrounding human genetic disorders [an application of genetic engineering]
(3A3 & SP 3.1).
Tis investigation reinforces the following skills.
Using pipettes (plastic bulb-type or other volumetric measuring devices) and other
common lab equipment
Graphing and applying other quantitative skills
Skills Development
Performing gel electrophoresis, a basic technique for separating DNA fragments
by size
Using more sophisticated mathematical practices, such as plotting data using the
log scale
A major challenge for teachers is determining what electrophoresis conditions (i.e.,
voltage and time) provide the best results for the particular type of equipment. Please
make sure to check the manufacturers recommendations.
Te biggest challenge for students is loading the small DNA samples into the wells. To
save time, money, and resources, students should practice using either the plastic needle-
nose pipettes provided or automatic pipettes before loading samples. Students will likely
be a little nervous loading the samples, so you should show them how to use both hands
to steady the pipette tip over the well. You should also caution students to not punch
through the gel at the bottom of the well.
Practice gels: Te day before the lab, make one to two gels in a spare gel tray or
rectangular plastic box using plain water and old agarose, old agar, or even unfavored
gelatin (use three times the normal amount of gelatin called for on the package for a
given volume of water). Put the comb in as usual, allow the gel to solidify, and then
pull the comb out. Cover the gel with water and store refrigerated. Tese practice gels
keep for a week and can be loaded and reloaded repeatedly by students; just use a
plastic pipette and blow the practice samples out of the wells.
Practice samples: Mix 10 drops of glycerol or corn syrup with 50 drops of water and
one drop of blue food coloring. Te fnal concentration of water may need to be more
or less, depending on the density of the other liquids, so try pipetting the samples
with your instruments.
Students should carefully read through the procedures before conducting the
investigation, especially if this is the frst time they have run an electrophoresis gel.
Despite the claim that they carefully loaded their samples into the wells of the gel,
occasionally students will fail to get visible bands. If this happens, remind them that
not all experiments work well all the time. Students must collect data from their gels,
decide how to interpret and present their data, and make supportable conclusions.
However, there also is a key feature of inquiry labs that is not captured by this checklist:
authenticity. Students are participating in activities that are part of the daily working life
of professionals and are being asked to assume that role. Not every gel a biotechnologist
runs is an experimental data point.
THE INVESTIGATIONS
Te Getting Started section of the student version of this investigation provides students
with three activities to review or introduce key concepts and principles relating to
restriction enzymes, DNA mapping using restriction enzymes, and analysis of DNA
using gel electrophoresis. Tese activities encourage students to ask questions as they
take a deeper dive into the concepts. You may assign these activities for homework or ask
students to do them as they work through the investigation. Student lab groups can share
questions they raise and answers to questions they investigate with other groups.
You can follow up by asking more probing questions.
Procedures
To determine whose blood was on the classroom foor, students must frst familiarize
themselves with the techniques involved in creating genetic profles using gel
electrophoresis and calculating the sizes of restriction length polymorphisms (RFLPs).
Students then analyze profles resulting from an ideal or mock gel before running an
actual gel.
Students use their newly learned technical skills to design and conduct a procedure
based on DNA evidence to determine whose blood is spattered on the classroom foor in
the crime scene scenario. Creating DNA profles, students narrow the list of suspects in
the disappearance of Ms. Mason and ultimately determine whodunit based on motive,
means, opportunity, and, of course, science.
Tere is no single correct answer to whodunit in the crime scene scenario provided.
By preparing diferent samples of DNA evidence, you can take the scenario in multiple
directions with multiple suspects. For example, Bobby could have cut himself on a
fask he accidentally broke while tossing a basketball around the classroom. (Tis could
present an opportunity to review lab safety.) Or Mr. Gladson, Ms. Masons rival for
promotion to chair of the department, might have taken his disappointment a bit too far.
Maybe Ms. Mason staged the scene as a hands-on quiz on processing a crime scene for
her forensic science course.
Te scenario is fctitious, and there is no reference to the teacher, Ms. Mason, having
been murdered; she has simply disappeared. (Note: A reliable source reported that Ms.
Mason recently was seen relaxing poolside at a resort following an exhausting year
teaching AP Biology.)
Another suggestion, especially if conducted in concert with a civics class, would be to
stage a mock trial at which the data are presented. For example, the defense would be
required to argue for the unreliability of the data, while the prosecution would have to
present it clearly. Or one of the suspects in the scenario could be brought to trial for his
or her role in the disappearance of Ms. Mason.
Te following are guidelines to assess students understanding of the concepts presented
in the investigation, but you are encouraged to develop your own methods of postlab
assessment. Some of the tasks can be assigned for homework following the completion of
the investigation.
1. Have students record all their data, results, and conclusions in a lab notebook,
formal paper, or mini-posters. Based on the students product, do you think students
2. As you visited the diferent lab groups, were they able to work through the various
activities interspersed throughout the investigation without difculty? What
additional questions did students raise? Did they have ideas for how they could
explore answers to their questions?
3. Were students able to plot data on semi-log paper, construct a standard curve, and
then determine the approximately lengths (in bp) of unknown fragments using the
standard curve?
4. What technical challenges did students have using the equipment required for the
investigation? Have them list their challenge areas and discuss solutions.
Prelab Activities
Te Getting Started section of the investigation contains myriad inquiry-based questions
for preparing students, and encourages them to ask their own questions and explore
answers. Interspersed within the investigation are activities designed to keep students
on track and to provide opportunities for them to take a deeper dive into the concepts.
You may assign these activities for homework or ask that students do them as they work
through each part of the investigation.
http://biology.arizona.edu
Te University of Arizona Biology Project is an online interactive resource for
learning biology, with an extensive molecular biology/biotechnology module.
http://www.carolina.com/category/teacher%20resources/educational%20videos.do
Tis resource is one of several online videos about DNA analysis using restriction
enzymes and gel electrophoresis. It is appropriate for students to view for prelab
preparation.
Curriculum Module (Professional Development), AP Biology: From Gene to ProteinA
Historical Perspective, College Board, 2010.
Tis set of instructional strategies developed by AP Biology teachers takes students
on an inquiry-based journey as they explore key discoveries that allowed scientists
to identify DNA as the molecule of heredity and how it is able to store, retrieve, and
transmit information necessary for living systems. Drawing their own conclusions,
students explore the contributions of notable scientists, including Frederick Grifth,
Hershey and Chase, Watson and Crick, and Meselson and Stahl. Te instructional
activities are examples of how teachers can engage students by accommodating their
diferent learning styles, knowledge bases, and abilities and, at the same time, provide
depth of content and skills.
http://dnalc.org Dolan DNA Learning Center, Cold Spring Harbor.
Tis resource provides myriad interactive activities for students to prepare students
for conducting investigations using biotechnology practices, including DNA Subway
and iPlant Collaborative.
http://phschool.com/science/biology_place
Developed by Pearson Education, this interactive and informative resource allows
students to visualize and apply their understanding of biological concepts. Designed
for AP Biology students, LabBench connects laboratory procedures to key concepts.
Molecular Biology and Biotechnology: A Guide for Teachers, Carolina Biological
item RN-212240
http://www.neb.com
New England Biolabs has an extensive selection of DNA markers cut with several
restriction enzymes, including HindIII, HaeIII, and BstEII, as well as standardized
1000-bp and 100-bp standards. NEB also sells ladder DNA made from plasmids
(pBR322) and the Phi-Chi X174 virus, giving teachers options for suspect DNA
samples in the crime scene scenario. Te NEB catalog (both in print and online) is a
treasure trove of information, including images of the precut DNAs. Teir 1kb and
100bp ladders are particularly helpful for demonstrating the log relationship between
mobility and size.
Restriction Enzyme Cleavage of DNA Kit, Carolina Biological (catalog number 21149),
2010. http://www.carolina.com

Te two resources above provide detailed background information and dry labs for
teaching about restriction enzymes and gel electrophoresis.
Biotechnology Explorer Forensic DNA Fingerprinting Kit, Catalog #166-0007EDU.
http://explorer.bio-rad.com
Tis resource provides an extensive curriculum of activities for students based
on DNA fngerprinting. Teachers can pick and choose appropriate explorations
depending on student interest and ability, including applications of PCR, VNTRs,
and STRs.
Biotechnology Explorer Cloning Sequencing Explorer Series, Catalog #166-5000EDU.
http://explorer.bio-rad.com
Tis resource provides an extensive research project composed of eight lab modules
which can be used separately or in a series for an entire six-to-eight-week project.
Due to the modular natures of the series, some components are used in conjunction
with other modules for a continuous workfow. Te series modules are Nucleic Acid
Extraction, GADPH PCR, Electrophoresis, PCR Kleen Spin Purifcation, Ligation
and Transformation, Microbial Culturing, Aurum Plasmid Mini Purifcation, and
Sequencing and Bioinformatics. Te module is geared toward small class sizes of
advanced students. Te estimated price of the module is $1,400.
Brown, Betty, et al., Get a Clue, Destiny, University of North Carolina at Chapel Hill,
2006. https://www3.bio-rad.com/cmc_upload/Products/-41683/Get_A_Clue_
DESTINY.pdf?
Tis resource provides an extensive curriculum of activities for students based
on DNA fngerprinting. Teachers can pick and choose appropriate explorations
depending on student interest and ability, including dry labs to introduce PCR and
VNTR/STR analysis.
Gattaca, Columbia Pictures, 1997, PG-13.
Te movie available on DVD transports us into a future society (Gattaca) defned
by genetic discrimination when a genetically inferior man assumes the identity of a
superior one in order to pursue his lifelong dream of space travel. Te issues that are
raised, including questions about the social and ethical implications of DNA analysis,
provide fodder for discussion and debate.
http://innocenceproject.org
Tis resource provides information on Te Innocence Project (IP), an international
litigation and public policy organization dedicated to exonerating wrongfully
convicted individuals through DNA testing.
Johnson, A. Daniel, 40 Exercises for the College Biology Lab, NSTA Press, Arlington,
VA, 2009.
Tis information provides great insight into developing student-directed, inquiry-
based laboratory investigations for advanced students, while also providing strategies
on how teachers can adapt their more teacher-directed labs to provide opportunities
for independent exploration. Unit 3 in the manual, DNA Isolation and Analysis,
provides exercises for more advanced students to use bioinformatics programs to
study and manipulate DNA sequences.
Big
Idea
3
INVESTIGATION 9
BIOTECHNOLOGY:
RESTRICTION ENZYME
ANALYSIS OF DNA*
How can we use genetic information to identify
and prole individuals?
THE SCENARIO
OMG! Is that blood? Laurel nearly broke Marcuss arm as she tried to push past him into
the classroom.
Marcus grabbed the sleeve of her cardigan and yanked her back. Dont! Cant you see
the glass? Laurel tried knocking his hand free, but the 64 varsity basketball captain held
tight. He made her settle for looking from under his armpit.
Not that what she saw would make any sense. Teir AP Biology lab looked like a riot
scene. Four chairs and a potted plant were overturned in the center of the room, and
broken pieces of glass were scattered across the foor along with several wet red drops.
Plink ... plink ... plink. Marcuss eyes were drawn to the teachers desk where droplets of
brownish liquid fell from a paper cup and collected in a puddle on the linoleum.
What happened? Laurel asked. Did somebody get hurt? Laurel and her classmates
had gathered in front of the door and strained to see inside Room 102.
Marcus inspected the scene and raised his right arm above his head, his fngers spread
apart as if taking a shot from the free throw line. Stay back!
Wheres Ms. Mason? Laurel said. She told me I could meet her before class to review
for the quiz.
Okay, folks, keep it down. Mr. Gladson, the teacher in the classroom next door, came
into the hall. His white lab coat was streaked with several rust-colored stains. Te pungent
odor of formaldehyde permeated the corridor. In case you havent noticed, the bell has
rung. He wiped his nose with a tissue and then tossed it into a nearby trash can. A girls
fake shriek from inside the anatomy lab rose above the buzz of Marcuss classmates.
Whats going on? Bobbys high-pitched whine was unmistakable and so was the
scent of his bubble gum.
I think something mightve happened to Ms. Mason, Marcus said. He dug around in
his backpack and pulled out a magnifying glass. Weve got a crime scene to process.
Go fgure, Laurel said. Sherlock Holmes in a varsity jacket.
For the next hour, Marcus and Laurel searched the classroom and discovered several
pieces of evidence that Marcus described in his biology notebook:
Ten small drops on foor confrmed by Kastle-Meyer test to be blood
Shard of glass from a broken 500-mL Erlenmeyer fask, edge smeared with a reddish
stain
Paper cup with lipstick stains, presumed to be Ms. Masons, found on her desk
Wad of bubble gum stuck underneath overturned chair
Mr. Gladsons discarded tissue recovered from trash can in hall outside Room 102
Bobbys test on photosynthesis with large F scrawled in red ink on frst page
Copy of email from Mr. Gladson to Ms. Mason asking her to give up position as
department chair
Marcuss new game was afoot!
BACKGROUND
Applications of DNA profling extend beyond what we see on television crime shows.
Are you sure that the hamburger you recently ate at the local fast-food restaurant was
actually made from pure beef? DNA typing has revealed that ofen hamburger meat
is a mixture of pork and other nonbeef meats, and some fast-food chains admit to
adding soybeans to their meat products as protein fllers. In addition to confrming
what you ate for lunch, DNA technology can be used to determine paternity, diagnose
an inherited illness, and solve historical mysteries, such as the identity of the formerly
anonymous individual buried at the Tomb of the Unknown Soldier in Washington, D.C.
DNA testing also makes it possible to profle ourselves genetically which raises
questions, including Who owns your DNA and the information it carries? Tis is not
just a hypothetical question. Te fate of dozens of companies, hundreds of patents, and
billions of dollars worth of research and development money depend on the answer.
Biotechnology makes it possible for humans to engineer heritable changes in DNA, and
this investigation provides an opportunity for you to explore the ethical, social, and
medical issues surrounding the manipulation of genetic information.
Learning Objectives
In this investigation, you will learn how to use restriction enzymes and gel
electrophoresis to create genetic profles. You will use these profles to help Marcus and
Laurel narrow the list of suspects in the disappearance of Ms. Mason.
Never handle gels with your bare hands. An electrophoresis apparatus can be dangerous
because it is flled with a highly conductive salt solution and uses DC current at a
voltage strong enough to cause a small shock. Always turn the power supply switch
OFF and wait 10 seconds before making any connection. Connect BOTH supply leads
to the power supply (black to black and red to red, just like when you jump-start a car
battery) BEFORE turning on the power supply. Your teacher will tell you for how long
and at how many volts (usually 50 volts) you should run your gel. Afer use, turn of
the power supply, and then disconnect BOTH leads from the power supply. Remember,
power supply on last and of frst.
THE INVESTIGATIONS
Getting Started
Activity I: Restriction Enzymes
Te DNA samples collected from the crime scene have been digested with restriction
enzymes to generate smaller pieces of DNA, which will then be used to create DNA
profles of suspects.
Restriction enzymes are essential tools for analyzing DNA structure, and more
than 200 enzymes are now available commercially. Each restriction enzyme is named
for the bacterium in which it was frst identifed; for example, EcoRI was the frst
enzyme purifed from Escherichia coli, and HindIII was the third enzyme isolated from
Haemophilus infuenzae. Scientists have hypothesized that bacteria use these enzymes
during DNA repair and as a defense against their infection by bacteriophages. Molecular
biologists use restriction enzymes to manipulate and analyze DNA sequences (Johnson
2009).
How do restriction enzymes work? Tese enzymes digest DNA by cutting the
molecule at specifc locations called restriction sites. Many restriction enzymes
recognize a 4- to 10-nucleotide base pair (bp) palindrome, a sequence of DNA
nucleotides that reads the same from either direction. Some restriction enzymes cut (or
cleave) DNA strands exactly in the center of the restriction site (or cleavage site),
creating blunt ends, whereas others cut the backbone in two places, so that the pieces
have single-stranded overhanging or sticky ends of unpaired nucleotides.
You have a piece of DNA with the following template strand:
5-AAAGTCGCTGGAATTCACTGCATCGAATTCCCGGGGCTATATATGGAATTCGA-3
1. What is the sequence of the complementary DNA strand? Draw it directly below the
strand.
2. Assume you cut this fragment with the restriction enzyme EcoRI. Te restriction
site for EcoRI is 5-GAATTC-3, and the enzyme makes a staggered (sticky end) cut
between G and A on both strands of the DNA molecule. Based on this information,
draw an illustration showing how the DNA fragment is cut by EcoRI and the
resulting products.
Two pieces of DNA that are cut with the same restriction enzyme, creating either sticky
ends or blunt ends, can be pasted together using DNA ligase by reconnecting bonds,
even if the segments originated from diferent organisms. An example of combining
two sticky end sequences from diferent sources is shown in Figure 1. Te ability of
enzymes to cut and paste DNA fragments from diferent sources to make recombinant
DNA molecules is the basis of biotechnology.
Bio_S_Lab09_01
NOTE: With 10 pt type, a little more depth was needed than specifed.
1 Cleave DNAs from two sources
with same restriction enzyme.
2 Mix fragments and allow sticky
ends to join by base pairing.
3 Incubate with DNA ligase to link
each strand covalently.
Original DNA
molecules
5 G
3
3
5 C
A
T
A
T
T
A
T
A
C
G
5 G
3 C T T AA
5 G
3 C T T AA
3
5
A
A
T
T
C
G
5 G
3
3
5 C
A
T
A
T
T
A
T
A
C
G
5
G
3
3
5
C
A
T
A
T
T
A
T
A
C
G
3
5
AA T T C
G
Recombinant DNA molecule
5 G
3 C T T AA
3
5
AA T T C
G
Figure 1. Recombinant DNA Using Restriction Enzymes
Activity II: DNA Mapping Using Restriction Enzymes
One application of restriction enzymes is restriction mapping. Restriction mapping is
the process of cutting DNA at specifc sequences with restriction enzymes, separating
the fragments from each other by a process called gel electrophoresis (without pasting
any fragments together), and then estimating the size of those fragments. Te size and
number of DNA fragments provide information about the structure of the original
pieces of DNA from which they were cut.
Restriction mapping enables scientists to create a genetic signature or DNA
fngerprint that is unique to each organism. Te unique fragments, called restriction
fragment length polymorphisms (RFLPs), can, for instance, be used to confrm that a
mutation is present in one fragment of DNA but not in another, to determine the size of
an unknown DNA fragment that was inserted into a plasmid, to compare the genomes
of diferent species and determine evolutionary relationships, and to compare DNA
samples from diferent individuals within a population. Tis latter application is widely
used in crime scene investigations.
Consider your classmates. More than 99% of your DNA is the same as their DNA.
Te small diference is attributed to diferences in your genetic makeup, with each
person having a genetic profle or fngerprint as unique as the ridges, arches, loops,
and grooves at the ends of his or her fngers.
Based on this information, can you make a prediction about the products of DNA
from diferent sources cut with the same restriction enzymes? Will the RFLP patterns
produced by gel electrophoresis produced by DNA mapping be the same or diferent
if you use just one restriction enzyme? Do you have to use many restriction enzymes
to fnd diferences between individuals? Justify your prediction.
Can you make a prediction about the RFLP patterns of identical twins cut with
the same restriction enzymes? How about the RFLP patterns of fraternal twins or
triplets?
Now that you understand the basic idea of genetic mapping by using restriction
enzymes, lets explore how DNA fragments can be used to make a genetic profle.
Activity III: Basic Principles of Gel Electrophoresis
Creating DNA profles depends on gel electrophoresis. Gel electrophoresis separates
charged molecules, including nucleic acids and amino acids, by how fast they migrate
through a porous gel under the infuence of an electrical current. Your teacher will likely
prepare the gel ahead of time by dissolving agarose powder (a gelatinlike substance
purifed from seaweed) in a current-carrying bufer. Te gel solidifes around a comb
placed at one end, forming wells into which you can load DNA fragments. When an
electrical current is passed through the gel, the RFLPs (fragments) migrate from one
pole to the other. Gel electrophoresis can separate DNA fragments from about 200 to
50,000 base pairs (bp).
Why do DNA fragments migrate through the gel from the negatively charged pole to
the positively charged pole?
Te general process of gel electrophoresis is illustrated in Figure 2.
Bio_S_Lab09_02
NOTE: Less width was needed than specifed.
Wells
Figure 2. General Process of Gel Electrophoresis
Procedures
Learning to Use Gel Electrophoresis
To determine whose blood was on the classroom foor crime scene, you will need
to be familiar with the techniques involved in creating genetic profles using gel
electrophoresis. Te steps in the general procedure are described below. Afer you
familiarize yourself with the procedure, you will analyze DNA profles resulting from
an ideal or mock gel before using what you have learned to conduct an independent
investigation. In Designing and Conducting Your Investigation, you will use these
skills to narrow the list of suspects in the disappearance of Ms. Mason based on DNA
evidence collected at the crime scene.
Materials
Your Workstation
20 L vials of DNA fragments prepared
using restriction enzymes
Rack for holding samples
3 plastic bulb transfer pipettes (or simi-
lar devices)
Permanent marker
Gel electrophoresis chamber
Power supply
Staining tray
Semi-log graph paper
Ruler
Common Workstation
0.8% agarose solution (or gel, if pre-
pared by teacher)
1 X TAE (tris-acetate-EDTA) bufer
Methylene blue stain
Record data and any answers to questions in your lab notebook.
Casting the Agarose Gel
Before proceeding, your teacher will direct you to short online videos that show how
to prepare an agarose gel, load DNA samples into the wells in the gel, and run an
electrophoresis.
Step 1 Seal the ends of the gel-casting tray with tape, dams, or any other method
appropriate for the gel box that you are using. Insert the well-forming comb. Place the
gel-casting tray out of the way on the lab bench so that the agarose poured in the next
step can set undisturbed. (Your teacher might cast the gel for you ahead of time.)
Step 2 Carefully pour the liquid gel into the casting tray to a depth of 56 mm. Te gel
should cover only about one-half the height of the comb teeth (Figure 3). While the gel is
still liquid, use the tip of a pipette to remove any bubbles.
Bio_T_Lab09_01
Mix agarose
and buffer.
1.
Boil mixture
in microwave.
2.
Cool the mixture to 65C
and pour into mold.
3. Gel solidies at
room temperature.
Insert comb into
mold to make wells.
Remove comb;
wells remain.
Finished gel
4.
Figure 3. Casting an Agarose Gel
Step 3 Te gel will become cloudy as it solidifes (1520 minutes). Do not disturb or touch
the gel while it is solidifying!
Step 4 When the agarose has set, carefully remove the ends of the casting tray and place
the tray in the electrophoresis gel box so that the comb is at the negative (black) end.
Why do you place the wells at the negative end of the gel box?
What is the chemical nature of DNA? Will the DNA fragments migrate toward the
positive end of the gel box or toward the negative end?
Step 5 Fill the box with 1x TAE bufer, to a level that just covers the entire surface of the
gel.
Step 6 Gently remove the comb, taking care not to rip the wells. Make sure that the sample
wells lef by the comb are completely submerged in the bufer.
Step 7 Te gel is now ready to be loaded with your DNA samples. (If your teacher says
that you will load the gel on another lab day, close the electrophoresis box to prevent
drying of the gel.)
Loading the Gel
Before loading your gel with samples of DNA, you should practice using the pipette
or other loading device. One easy way to do this is to slowly aspire a sample of bufer
and expel it into a pretend well on a paper towel (pretend gel). Your teacher might
suggest another method for practicing how to load gels. Keep practicing until you feel
comfortable loading and expelling a sample.
Make sure you record the order in which you load the samples. Be sure to use a fresh
loading device (either plastic micropipette or other type of pipette) for each sample. Be
sure you know how to use the pipette properly. When in doubt, ask your teacher. Take
care not to puncture the bottom of the well with the pipette tip when you load your
samples.
Step 1 Load 1520 L of each sample of DNA into a separate well in the gel, as shown in
Figure 4.
Bio_S_Lab09_04
NOTE: For 10 pt type and detail specied,
more space was needed than specied.
A sample of DNA
contains fragments of
DNA of different sizes.
Loading of the samples
in the wells of the gel
1 2 3 4 5 6
Electrode
Time
Electrode
a Migration of the
DNA fragments
b Migration of the
DNA fragments
c
Figure 4. Loading an Agarose Gel and Migrating DNA Fragments Through Time
Step 2 Slowly draw up the contents of the frst sample tube into the pipette.
Step 3 Using two hands, steady the pipette over the well you are going to load.
Step 4 Expel any air in the end of the pipette before loading the DNA sample.
Step 5 Dip the pipette tip through the surface of the bufer, position it just inside the
well, and slowly expel the mixture. Sucrose in the loading dye weighs down the sample,
causing it to sink to the bottom of the well. Be careful not to puncture the bottom of the
well with the pipette tip or reaspirate your sample up into the pipette.
Step 6 Draw the pipette tip out of the bufer.
Step 7 Using a clean loading device for each sample, load the remaining samples into their
wells.
Electrophoresis
Step 1 Close the top of the electrophoresis chamber and then connect the electrical leads
to an appropriate power supply, positive (+) electrode to positive (+) electrode (black to
black) and negative (-) electrode to negative (-) electrode (red to red). Make sure both
electrodes are connected to the same channel of the power supply, just as you would
connect leads to jump-start a car battery black to black and red to red.
CAUTION: Be sure to keep the power OFF until you connect all leads!
Step 2 Turn on the power supply and set the voltage as directed by your teacher. (It is
recommended that you run the gel at 50 volts for approximately 2 hours. If you run the
gel at a higher voltage for less time, the fragments migrate too quickly through the gel
with less separation. Again, ask your teacher for assistance if needed.)
Step 3 Shortly afer the current is applied, you should see loading dye moving through the
gel toward the positive pole of the electrophoresis apparatus. (Note: Te purplish-blue
band in the loading dye migrates through the gel at the same rate as a DNA fragment
approximately 300 base pairs long.)
Step 4 Allow the DNA to electrophorese until the loading dye band is about 1 cm from
the end of the gel. Your teacher may monitor the progress of the electrophoresis in your
absence if you have to attend another class.
Step 5 Turn of the power supply, disconnect the leads from the power supply, and remove
the lid of the electrophoresis chamber.
Step 6 Carefully remove the casting tray and slide the gel into a staining tray labeled with
the name of your group.
Measure in centimeters the distance that the purplish-blue loading dye has migrated
into the gel. Measure from the front edge of the well to the front edge of the dye band
(also called the dye front).
Be sure to record your data (in centimeters).
Step 7 Take your gel to your teacher for further staining instructions. Again, your teacher
might monitor the staining procedure.
Analyzing Results
Calculating the Sizes of Restriction Fragment Length
Polymorphisms
Mathematical formulas have been developed for describing the relationship between
the molecular weight of a DNA fragment and its mobility (i.e., how far it migrates in the
gel). In general, DNA fragments, like the ones in your evidence samples, migrate at rates
inversely proportional to the log
10
of their molecular weights. For simplicitys sake, base
pair length (bp) is substituted for molecular weight when determining the size of
DNA fragments. Tus, the size in base pair length of a DNA fragment can be calculated
using the distance the fragment travels through the gel. To calculate the base pair length,
a DNA standard, composed of DNA fragments of known base pair length, is run on
the same gel as the unknown fragments and is then used to create a standard curve.
Te standard curve, in this case a straight line, is created by graphing the distance each
fragment traveled through the gel versus the log
10
of its base pair length.
Creating the Standard Curve
As explained above, base pair (bp) length is substituted for molecular weight. Note
that in plotting the standard curve, calculating the log
10
of the base pair length of each
fragment is unnecessary because the base pair size is plotted on the logarithmic axis
of semi-log paper. Examine your stained gel on a light box or other surface that helps
visualize the bands.
What observations can you make?
What quantitative measurements can you make?
1. Examine the ideal or mock gel shown in Figure 5 that includes DNA samples
that have been cut with three restriction enzymes, BamHI, EcoRI, and HindIII, to
produce RFLPs (fragments). Sample D is DNA that has not been cut with enzyme(s).
DNA cut with HindIII provides a set of fragments of known size and serves as a
standard for comparison.
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Ideal Restriction Digest of Lambda DNA
A
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B
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C
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D
No Enzyme
Figure 5. Ideal Gel
2. Using the ideal gel shown in Figure 5, measure the distance (in cm) that each
fragment migrated from the origin (the well). (Hint: For consistency, measure from
the front end of each well to the front edge of each band, i.e., the edge farthest from
the well.). Enter the measured distances into Table 1. (See * and ** notes below the
table for an explanation for why there are only six bands seen but more fragments.)
Table 1. DNA Fragment Migration Distance
HINDIII BAMHI ECORI
Distance
Traveled
BP Length Distance
Traveled
BP Length Distance
Traveled
BP Length
*27,491
*23,130
9,416
6,557
4,361
2,322
2,027
**564
**125
*For this ideal gel, assume that these two bands appear as a single band instead of resolving
into separate bands.
** Tese bands do not appear on the ideal gel and likely will not be seen.
3. Plot the standard curve using the data from the DNA sample cut with HindIII. To do
this, your teacher might ask you to graph the data directly using Excel with distance
traveled as the (arithmetic) x-axis and the base pair (bp) length as the (logarithmic)
y-axis. Based on this graph, why must the data be plotted using the log scale? You
might want to plot the data again using semi-log paper.
Connect the data point with a best-ft line. However, you should ignore the
point plotted for the 27,491bp/23,130 doublet. When using 0.8% agarose gel, these
fragments appear as one. Congratulations! Your best-ft line is the standard curve.
4. Now use the standard curve to calculate the approximate sizes of the EcoRI and
BamHI fragments. Using a ruler, how can you use the standard curve to calculate the
sizes of unknown fragments?
Now that youve learned about the techniques used to create DNA profles or
fngerprints, its time to apply the techniques as you investigate the disappearance of
Ms. Mason. Your task is to design and conduct a procedure based on DNA evidence to
determine whose blood is spattered on the classroom foor. Te chief investigator (your
teacher) will provide you with DNA evidence collected at the crime scene from the
blood, Ms. Mason (saliva on her cofee cup), Mr. Gladson (tissue with which he wiped
his nose), and Bobby (bubble gum). In addition, you will be given a sample of DNA cut
with HindIII. Remember from your analysis of the ideal or mock gel that DNA cut
with HindIII serves as a marker, providing a set of RFLPs of known sizes (standard).
Analyzing Results
Evaluate your crime scene samples to determine whose blood was on the classroom
foor. Because this case likely will go to trial, visual analysis (qualitative data) of the
DNA profles is not sufcient to identify a perpetrator. Based on your results, write the
conclusion to the scenario to reveal whodunit based on motive, means, opportunity,
and DNA evidence.
Evaluating Results
1. What are some possible challenges you had in performing your investigation?
2. What are some possible sources of error in the electrophoresis procedure? How can
you minimize any potential sources of error?
Thinking About Your Results
1. Tere are important social and ethical implications of DNA analysis. Already,
DNA testing can reveal the presence of markers of certain genetic diseases, such
as Huntingtons. So, who should have access to your genetic profle? Health
insurance companies? College admissions ofces? Employers? What issues
about confdentiality are raised by genetic testing? Who owns your DNA and its
information?
2. Suppose a DNA test that predicted your chances of getting a disease, such as cancer,
were available. You take the test for cancer, and the results say you have a two in
three chance of getting cancer sometime in the next 20 years. Who should have
access to this information? Your doctor? Health insurance companies? Employers?
Would you want to know this information?
3. Te Innocence Project (IP) is an international litigation and public policy
organization dedicated to exonerating wrongfully convicted individuals through
DNA testing. Tree-quarters of DNA exoneration cases involve misidentifcation
by witnesses. To date, nearly 300 people previously convicted of serious crimes in
the U.S. have been exonerated by DNA testing. However, not everyone is in favor
of the IP. One United States Supreme Court justice expressed concern that DNA
testing poses risks to the criminal justice system, in which a person is judged by a
jury of peers. What social and ethical issues are raised by using DNA evidence to re-
examine old court decisions? What other arguments can you make (or fnd) against
using DNA evidence for court cases?
4. With genetic engineering, biotechnicians can clip out benefcial genes from native
plants in foreign countries and insert them into their crop plant relatives here in
the United States, with great benefts to the latter to prevent attack by insects,
to increase productivity, or to allow the crops to be grown in colder climates.
Tese benefts can be worth billions of dollars, but if the crops are grown in the
United States, should countries where the native plants are located beneft from the
bioengineering? Who owns the information in DNA? Who can proft from that
information? Investigate this controversy on the Internet with examples drawn from
diferent crops grown here in the U.S.
Te following are suggestions for expanding your study of biotechnology.
1. Do you remember earlier when you read that more than 99% of your DNA is the
same as another persons DNA, and that the 1% diference is attributed to small
diferences in genetic code? Conduct independent research on how these small
diferences can be detected by molecular biologists. Begin by investigating unique
repeat DNA sequences called variable tandem repeats (VNTRs), short tandem
repeats (STRs), and single nucleotide polymorphisms (SNPs). Prepare a mini-poster
presentation for your classmates illustrating how these small diferences can be
used to individualize DNA from diferent organisms, including humans. Are the
diferences between you and other individuals in the genes themselves? If so, how
do you account for the fact that everyone needs the same genes to produce your cell
components and your organs, such as your liver and lungs?
2. Ofen scientists have only a small amount of DNA available for analysis. Te
polymerase chain reaction (PCR) is another key technique that molecular biologists
use to amplify a specifc sequence of DNA. Developed by Kary Mullis in 1983, PCR
produces millions of copies of a DNA sequence in a few hours, with the original
sequence serving as the template for replication. PCR has a variety of applications,
including DNA cloning, determining DNA-based phylogeny, diagnosing hereditary
diseases, and identifying genetic fngerprints. Ask your teacher if you can learn to
perform PCR. PCR usually requires a relatively expensive piece of equipment, a
DNA thermocycler; however, you can investigate less expensive methods of PCR.
3. Select an episode of one of your favorite TV crime investigation shows that focuses
on DNA as evidence. Compare TV science with real science.
Big Idea 4 T175
Big
Idea
4
Interactions
L
iving systems from cells to ecosystems require free energy and matter to maintain
order, grow, and reproduce, with organisms using various strategies to capture,
use, and store free energy and other resources. Efciency of energy transfer and
availability of resources infuence activities in cells and organisms, and ofen afect a
populations stability in terms of size and genetic composition. Te exchange of matter
involves complex interactions between organisms and their environment, and these
interactions can determine the distribution of organisms, their abundance, and their
survival in an ecosystem.
Whether or not an organism can survive in its environment depends on its ability to
respond to environmental change. Because competition for resources afects behavior of
organisms, and ofen limits growth of populations, models allow for the prediction of the
impact of change in an ecosystems biotic and abiotic factors. Te study of energy fow
and interactions between living organisms and with their environment leads to questions
about the richness of life on Earth: Where do organisms live? How many organisms can
live in a specifc habitat?
students to ask questions, and explore answers, about ecological phenomena, many of
the cellular processes (e.g., photosynthesis and cellular respiration) described in big idea
2, and concepts presented in big idea 1 (evolution and natural selection).
Investigation 10: Energy Dynamics guides students in the exploration
of energy in a model ecosystem by estimating (1) net primary productivity of Wisconsin
Fast Plants growing under lights, and (2) the fow of energy from the plants to cabbage
white butterfies as the larvae consume cabbage-family plants. Tese two exercises describe
methods for estimating energy fow in a terrestrial ecosystem, and students are asked to
apply the skills they acquire, including converting biomass measurements to energy units.
Students record their questions and observations as they work through the investigation.
Questions might include What is the role of energy in ecosystems? What factors afect plant
productivity, the growth of cabbage white larvae, and the interactions of the organisms?
How can energy be tracked in the model system? and Can the data collecting techniques be
improved? Te study of these model organisms and methods for estimating energy fow
create a rich, accessible environment that facilitates student exploration of basic ecological
concepts with respect to energy fow, the roles of producers and consumers, and the
complex interactions between organisms in a community.
Investigation 11: Transpiration is a revision of Laboratory 9 (Transpiration)
in the 2001 AP Biology Lab Manual. Te revision refects the changes in the overall AP
Biology program, moving from a teacher-directed investigation to a guided, inquiry-based
exploration of transpiration in plants. With a new twist, students begin by calculating leaf
T176 Big Idea 4
surface area, and then determine the average number of stomata per square millimeter
of leaf. Teir data should generate several questions, including Are surface area and the
number of stomata related to the rate of transpiration? Do all parts of a plant transpire?
Do all plants transpire at the same rate? and Is there a relationship between habitats in
which plants evolved to their rates of transpiration? Students design and conduct their own
experiments to investigate answers to questions they generate about factors such as
environmental variables that afect the rate of transpiration. Te investigation provides
an opportunity for students to review and apply concepts and science practices they have
studied previously, including cell structure and function, the movement of molecules
across membranes, and the exchange of matter between biological systems and with their
environment.
In Investigation 12: Fruit Fly Behavior, students use Drosophila
melanogaster as a model organism to explore chemotaxis and other observed behaviors.
Te fruit fy has been studied in depth by the scientifc community; its genome has been
sequenced, its physical characteristics charted, and its meiotic and developmental processes
carefully researched. Although students typically become familiar with Drosophila while
studying genetics, the fy also has been the source for many historical experiments in
animal behavior. In this investigation, students begin by listing when and where they
notice fruit fies in a bowl of fruit, on a picnic table, and during the spring and summer
and then construct a choice chamber from a plastic water bottle to conduct a series
of experiments to gather information about negative and positive responses to chemical
stimuli. Students note patterns and ratios, and then design and conduct additional
experiments based on unanswered questions from their initial series of experiments. Te
investigation provides students an opportunity to explore more deeply behaviors that
underlie chemotaxis.
Investigation 13: Enzyme Activity provides new twists for Laboratory
2 (Enzyme Catalysis) in the 2001 AP Biology Lab Manual by taking students through
a guided inquiry exploration of biotic and abiotic factors that infuence the rates of
enzymatic reactions. Students explore the catalytic activity of peroxidase, an enzyme that
breaks down hydrogen peroxide, a toxic metabolic waste product of aerobic respiration,
converting peroxide into water and oxygen gas. Guaiacol, an indicator, is used to measure
the amount of oxygen released in the reaction. As students work through the investigation,
they acquire skills to explore their own questions about enzymatic activity. Questions
raised might include How will diferent pH bufers or temperatures afect reaction rates? and
Which has a greater efect on the rate of reaction: changing the concentration of enzyme or the
concentration of substrate? Te investigation also provides students an opportunity to apply
and review concepts they have studied previously, such as energy transfer, the levels of
protein structure, and the role of enzymes in maintaining homeostasis.
Big
Idea
Interactions
4
BACKGROUND
Almost all life on this planet is powered, either directly or indirectly, by sunlight. Energy
captured from sunlight drives the production of energy-rich organic compounds
during the process of photosynthesis. Tese organic compounds create biomass. Gross
productivity is a measure of the total energy captured. Te net amount of energy
captured and stored by the producers in a system is the systems net productivity. In
terrestrial systems, plants play the role of producer. Plants allocate that biomass (energy)
to power processes or to be stored. Diferent plants have diferent strategies of energy
allocation that refect their role in various ecosystems. For example, annual weedy
plants allocate a larger percentage of their annual biomass production to reproductive
processes and seeds than do slower-growing perennials. As plants, the producers, are
consumed or decomposed, the stored chemical energy powers additional individuals
(the consumers) or trophic levels of the biotic community. Biotic systems run on energy
much as economic systems run on money. Energy is generally in limited supply in most
communities. Energy dynamics in a biotic community is fundamental to understanding
ecological interactions.
Tere are numerous methods and techniques for studying energy dynamics in
a biological community. Most are not accessible to the average classrooms, and the
complexity of a typical community or ecosystem is so great that ofen students either
are lef with oversimplifed models of the community or are confused by the overall
complexity in the system. An alternate approach is to create a simple model system
in the laboratory with a single producer species and a single consumer. Te concepts
learned by studying this system can then be extended to more complex, natural systems.
Note: Tis investigation, as written, requires an extended amount of time to conduct
(approximately 23 weeks) based on the diferent components, with each building of
previous explorations and results.
Tis laboratory investigation introduces methods for estimating net terrestrial
productivity and secondary productivity in a laboratory setting using a model plant
species, Wisconsin Fast Plants (Brassica rapa) (http://www.fastplants.org), and
cabbage white butterfies (Pieris rapae). Methods for estimating the efciency of transfer
of energy from producer to consumer are also introduced. Together, these model
organisms and methods create a rich, accessible research environment that facilitates
INVESTIGATION 10
ENERGY DYNAMICS
What factors govern energy capture, allocation,
storage, and transfer between producers and
consumers in a terrestrial ecosystem?
student exploration of basic ecological concepts of energy fow, the role of producers, the
role of primary consumers, and the complex interactions between organisms.
Te frst portion of this laboratory investigation, Getting Started, serves as a prelab
activity designed to help students establish a context for energy dynamics in living
systems. Te analogy of accounting or budgeting provides the students with a useful tool
to guide their questions and strategies for investigating those questions.
In Procedures, students develop the skills needed to monitor the biomass in growing
plants and butterfy larvae. With the prelab work serving as a framework, the practical
skill development, along with the insights that are gained growing the plants and
butterfy larvae naturally, leads to focused, student-generated questions about the energy
dynamics in the system. Te skills acquired in Procedures are then put to use in the fnal
part, Designing and Conducting Your Investigation.
In this fnal part, the students work in teams to investigate their own questions.
Tey present the results of that work in a miniature classroom poster presentation that
simulates the poster sessions at meetings of professional societies. How students present
their work ofen depends on class structure; for example, you might prefer that students
keep a laboratory notebook.
PREPARATION
Food dehydrator or drying oven
Electronic balance with 0.001 gram
precision (Less precise balances will
work if a number of samples are
grouped.)
Digital cameras (or cell phone cameras)
Fast Plant growth chamber (lights) and
growing systems
Fast Plant seeds (~50100 seeds)
Butterfy eggs (~20 eggs)
Soil mix
10-10-10 soluble fertilizer
Brussels sprouts, broccoli, cabbage
10% bleach solution for cleanup of
growing systems
Honey to make honey water nectar
substitute for adult butterfies
Wicking cord for plant growth systems
Bee sticks (actual honeybee bodies
glued to toothpicks for pollinating Fast
Plants)
Teachers can purchase a variety of packaged systems for growing plants and rearing
butterfies, or they can construct their own. See the Wisconsin Fast Plants website for
suggested plant-growing chambers and butterfy-rearing systems. Suggested growing
systems are made from recycled one-liter plastic drink bottles. Recycled plastic deli
containers work well for making the Brassica Barn or butterfy nursery. Each student
team will need a Brassica Barn. Be aware that these instructions for rearing can be
considered guidelines. You and your students are encouraged to try diferent growing
systems and to develop your own.
Figures 1 and 2. Plant Growing Systems Made from Plastic Bottles
Most of the initial student work on these projects can be completed over a two-week
period. Only two or three days during that time will require about an hour of classwork.
On other days, a small amount of time will be required for maintenance and data
collection. Neither you nor your students will have to go to campus on weekends to
collect data. However, because of the comprehensive nature of the investigation, you
need to allow sufcient time to familiarize yourself with the materials and procedures
beforehand to make this exploration a meaningful inquiry-based experience for
students.
Saftey and Housekeeping
Preapprove all research proposals.
Students should never place research organisms in extremely stressful situations
(e.g., high temperatures).
Te USDA lists cabbage white butterfies (Pieris rapae) as a pest species. Terefore, no
butterfies or larvae raised in the laboratory should be released to the wild.
Euthanize the butterfies or larvae by freezing them when your investigation is
complete. Te plants and soil can simply be discarded.
Disease outbreaks are common in cultured populations of organisms. Although
the diseases associated with the organisms in this investigation are not dangerous
to humans, it is important to maintain cleanliness in the laboratory and of your
experimental equipment in order to minimize the risk of diseases impacting the
study.
Long-term culturing for plants or butterfies requires cleanliness. Be sure to clean
all culturing chambers and wipe them down with dilute Clorox (and then dry the
chambers completely) before starting another generation of plants or butterfies. Use
new materials if you have any doubts.
Cultures involve artifcial light sources and liquids. Caution should be exercised to
keep the two separate.
Tis investigation will generally be conducted during the study of interactions (big
idea 4). It could also be conducted during the study of cellular processes (big idea
2). In addition, some questions uncovered by students during the initial phase of
the investigation will connect well with evolution and natural selection (big idea
1). As always, it is important to make connections between big ideas and enduring
understandings, regardless of where in the curriculum the lab is taught. Te concepts
align with the enduring understandings and learning objectives from the AP Biology
Curriculum Framework, as indicated below.
2D1: All biological systems from cells and organisms to populations, communities,
and ecosystems are afected by complex biotic and abiotic interactions involving
exchange of matter and free energy.
Learning Objectives
Te student is able to explain how biological systems use free energy based on
empirical data that all organisms require constant energy input to maintain
organization, to grow, and to reproduce (2A1 & SP 6.2).
Te student is able to justify a scientifc claim that free energy is required for living
systems to maintain organization, to grow, or to reproduce, but that multiple
Te student is able to predict how changes in free energy availability afect organisms,
populations, and ecosystems (2A1 & SP 6.4).
systems are afected by complex biotic and abiotic interactions (2D1 & SP 4.2, SP 7.2).
between a biotic or an abiotic factor and a biological system (2D1 & SP 5.1).
Te student is able to predict the efects of a change of matter or energy availability on
communities (4A6 & SP 6.4).
Are Students Ready to Complete a Successful Inquiry-Based,
Student-Directed Investigation?
Growing and maintaining plants through an entire life cycle, from seed to seed
(Wisconsin Fast Plants are recommended.)
Caring for, providing food for, and maintaining a clean environment to culture
butterfy larvae
Keeping and maintaining accurate records of observations and measurements of
cultured organisms in a lab notebook
Measuring small mass quantities directly or by combining a number of low mass
objects and taking an average
Demonstrating basic accounting or budgeting skills quantifying inputs and
resolving the outputs
Constructing energy fow diagrams
Organizing a work-fow timeline for several days (small daily tasks associated with
care of organisms)
Calculating unit conversions in simple equations
Reporting fndings and conclusions in a peer-reviewed environment
If you choose to use lab notebooks to help assess student performance on this lab
exercise, make sure that the students are completely informed about your expectations
for this product. A well-designed rubric (see Chapter 6) is one important way to
communicate your expectations. Likewise, before using a mini-poster presentation
format for prelab and summative assessments, make sure students have had practice in
producing successful mini-posters.
Skills Development
Calculating, recording, and diagramming energy dynamics in a simple model system
Posing a scientifc question regarding energy dynamics, allocation, or capture
Designing and carrying out an investigation to answer a question regarding energy
dynamics, allocation, or capture
Modeling energy dynamics quantitatively
Students ofen dont understand that the fresh weight of a food (for themselves or for
other organisms) does not necessarily equal the biomass of that food. Students also
should understand that all laboratory research organisms, including those that are
considered pests, need to be treated with respect and handled appropriately. Tus,
student investigations that create stressful situations for experimental animals (such as
exposure of living larvae to high temperatures) should never be allowed.
THE INVESTIGATIONS
pertaining to energy capture and use:
1. Te economy of a business or household is somewhat like the energetics of a
biological community. A well-run household or business creates a budget based on a
careful accounting of money coming in and money going out. Likewise, the energy
dynamics of a biological community can be modeled by accounting for the energy
coming in and the energy going out through diferent members of the community.
Keeping track of money is relatively straightforward you count it. You count how
much money is coming in and how much is going to various expenses and savings.

How do you keep track of energy in living organisms? It is a challenge. Producers
capture light energy and convert it into chemical energy stored in energy-rich
molecules. Tese molecules have mass, so the energy in biological systems can be
indirectly measured by mass biomass. With your lab team, take a moment to
brainstorm how you can account for energy use and transfer in a biological system
in a manner similar to the way in which people account for money.
2. Tis investigation requires you to take care of and maintain healthy populations of
living organisms plants and animals. In fact, before you begin this investigation
you will need to start both plant and animal cultures. Wisconsin Fast Plants and
cabbage white butterfies are both easily raised in the classroom or laboratory.
Neither takes up much time or equipment, but they both need to be tended regularly.
As a lab team, discuss the care, maintenance, and proper disposal of the organisms
you use in this lab. Prepare a schedule and divide up the responsibilities for long-
term care and maintenance. (Tis includes taking care of animal wastes.) Check
out online information about care and maintenance of the organisms from teachers
like you at http://fastplants.ning.com/video/2038532:Video:13 and http://
fastplants.ning.com/video/juan-enriquez-wants-to-grow.
3. Tis investigation culminates with the students generating and answering authentic
research questions. Tese questions fow naturally from students when they are
engaged in authentic inquiry. Te more the classroom laboratories rely on inquiry,
the greater the skill development of the students. To that end, students previous
experiences solving problems and recording their work refectively in a laboratory
notebook are essential prelab skills.

You will fnd that the investigation will go more smoothly if students are introduced
early to Wisconsin Fast Plants and cabbage white butterfy larvae. Having students
start, maintain, and record both plant and butterfy cultures through one life cycle,
without using the organisms for experiments, will greatly facilitate successful
completion of this investigation. (Figure 3 shows the butterfy life cycle.) Te
increased familiarity with the organisms will prompt students to ask questions
during the research component. In addition to developing students familiarity with
the organisms, thereby easing completion of the lab, rearing one generation of each
culture generates excess ofspring of both plants and animals numbers that are
needed to complete this lab.
Adult
Egg
Pupa
Growth of larva
Figure 3. Buttery Life Cycle
Estimating Net Primary Productivity (NPP) of Fast Plants
Step 1 Students should create a diagram to model energy capture and fow through a plant
(see Figure 4). Tis will help their lab team design the data collection procedure that
helps measure energy capture and fow in a plant.
Energy/Biomass
in Plant (14 days)
kcal
light energy
kcal
respiration
biomass
kcal waste

Figure 4. Energy Flow Into and Out of a Plant
Steps 23 As a team, students will design their investigation to sample the biomass of
an adequate number of plants early in the life cycle and then again later in the life cycle.
Remind students that biomass is only the mass of the plant materials, not of the water
in the plant. Make sure that the students procedures account for this. On Day 7 (about
one-ffh of the way through a life cycle), students should remove approximately 10
plants from the soil, making sure to get all of the roots. Tey should carefully wash the
soil from the roots while retaining as much of the root system as possible. Tey gently
blot dry and then mass each plant in an aluminum foil weighing boat. (You may want to
remind them not to forget to tare each boat.) Students should create a table in their lab
notebook to organize the data collected on Fast Plants NPP. Tey should still have about
30 or 40 plants lef in their population that will continue growing. Students should place
the 10 plants and aluminum foil weighing boats in a drying oven or dehydrator at about
100C for 48 hours. Students will describe this procedure in their lab notebook and then
check with you for approval and suggestions. Students will record their observations,
including the size and overall appearance of the Fast Plants, questions, refections, and
measurements daily in their notebook.
Step 4 Students should determine the dry mass in grams of each plant. Tis is the
individual plant biomass. Tey should record their answers to the following questions
in their lab notebooks (see Table 1):
What is the mean value for all the dry seven-day-old Fast Plants?
What percentage of the average mass of a living seven-day-old Fast Plant comes
from water?
What percentage comes from the dry mass (biomass)? (Note: You might want to
remind students that this percentage will be used later. Students should indicate in
their notebooks the range or variation in the data set with appropriate analysis. In
particular, they should consider range, standard deviation, and standard error.)
Table 1. Seven-Day-Old Fast Plants
Age Wet mass/
10 plants
Dry mass/
10 plants
Percent
biomass
Energy
(g biomass x
4.35 kcal)/
10 plants
Net primary
productivity
per day
per plant
7 day 19.6 grams 4.2 grams 21.4% 18.27 kcal 0.26 kcal/day
Step 5 Students continue caring for and growing the remaining Fast Plants. For the
remaining Fast Plants, they should describe the growth over time in their lab notebooks.
Step 6 On day 14, students repeat Steps 24 with 14-day-old plants and record their data
in their lab notebooks (see Table 2).
Table 2. 14-Day-Old Fast Plants
Age Wet mass/
10 plants
Dry mass/
10 plants
Percent
biomass
Energy
(g biomass x
4.35 kcal)/
10 plants
Net primary
productivity
per day
per plant
14 day 38.4 grams 9.3 grams 24.2% 40.46 kcal 0.29 kcal/day
Estimating Energy Flow Between Fast Plants Producers and
Cabbage Buttery Larvae
Step 1 Students create a diagram to model energy capture and fow through a plant, as in
Step 1 in the previous procedure.
Step 2 Students mass one large, fresh brussels sprout. Tey should cut the sprout in half to
expose the inner leaves to butterfy larvae and place these sprout halves into the Brassica
Barn. (Remind them to remove all other plant materials in the Brassica Barn.) Students
mass 812 4th instar larvae as a group and then determine the mean mass per individual
larva. Tey should transfer all the larvae into the prepared Brassica Barn with the single
brussels sprout cut in half.
Step 3 Students create a table in their lab notebooks to help organize the data collected,
including estimates of the energy/biomass fow from plants to butterfy larvae (see Table
3). Tey collect, dry, and mass the frass (fecal material) produced by the larvae over the
next three days. Afer three days of feeding, they mass the larvae as a group and then
determine the mean mass per individual and the mean mass gained per day. Finally,
students mass the remaining part of the brussels sprout and determine the amount of
brussels sprout biomass consumed by each larva per day.
Table 3. Energy/Biomass Flow from Plants to Buttery Larvae
Larva age (per 10 larvae) 12 days 15 days 3 days of growth
Wet mass of brussels sprouts 30 g 11 g 19 g consumed
Plant percent biomass (dry/wet) 0.15 0.15 0.15
Plant energy (wet mass x percent biomass x
4.35 kcal)
19.58 kcal 7.2 kcal 12.4 kcal consumed
Plant energy consumed per larvae (plant
energy/10)
1.96 kcal 0.72 kcal 1.24 kcal consumed
per individual
Wet mass of 10 larvae 0.3 g 1.8 g 1.5 g gained
Wet mass per individual 0.03 g 0.18 g 0.15 g gained
Larvae percent biomass (dry/wet) 0.15 0.15 0.15
Energy production per individual
(individual wet mass x percent biomass x
5.5 kcal/g)
0.02 kcal 0.15 kcal 0.12 kcal
Dry mass of the frass from 10 larvae -------- .5 g .5 g excreted
Frass mass per individual -------- 0.05 g 0.05 g excreted
Frass energy (waste) (frass mass x 4.76
kcal/g)
-------- .24 kcal .24 kcal excreted
Respiration estimate (plant energy
consumed frass waste energy production)
-------- -------- 0.88 kcal
Note: A large part of the mass of brussels sprouts comes from water. Because larvae
obtain a lot of their water from the plants they eat, you cannot feed dry brussels sprouts
Figure 5. Ideas to Focus Questions
Ultimately, as you develop your own skills for managing and facilitating the research
experience, you might decide to modify the investigation in the Student Manual
or create your own version. You and your students will naturally arrive at workable
procedures for monitoring energy or biomass in plants and animals. Te Student Manual
is set up only as an example to introduce skills. Te ultimate goal is for you and your
students to become a research team carrying out an authentic research experience.
Te idea of developing mathematical models can be particularly challenging. Te
values for energy capture and transfer measured in Procedures can serve as a foundation
for building a predictive, simple spreadsheet model in the fnal part of the investigation.
Te model could focus solely on plant growth or butterfy growth, or it could model the
interaction between the two.
Te scientifc community communicates its work to peers, largely relying on three
modes of formal communication: peer-reviewed papers published in journals, paper
presentations, and poster sessions at professional society meetings. Emulating scientifc
posters and poster sessions is a particularly efective assessment technique for students
independent work. Posters foster creativity and economy of communication. In
particular, the concept of a mini-poster, as described in the blog entry of the National
Association of Biology Teachers (http://www.nabt.org/blog/2010/05/04/mini-
posters-authentic-peer-review-in-the-classroom/), provides a useful, interactive
assessment that takes place both during the session presentation and afer the poster is
reviewed and revised.
to the larvae. However, as you have seen with the Fast Plants, there is a diference
between the biomass of a dry brussels sprout and its mass when it is fresh. Ask students
to use the percentage of biomass in a living Fast Plant to estimate the amount of biomass
in grams available in each fresh brussels sprout.
Designing and Conducting Your Investigation aims to provide an accessible entry point
for students as they study the energetics of two model organisms. Together, these two
organisms can provide a simple model of ecosystem energetics. Tis section is fairly
explicit about procedure while not providing explicit descriptions of how to record
or analyze the data that are collected. Likewise, the students are expected to make
observations, to use resources to learn more about the organisms they are studying, and
to ask questions while carrying out the procedures. With the tools/skills and questions
developed in Procedures, the students are expected (singly or in groups) to carry out
their own research or to develop a mathematical model of the energetics of these model
organisms in Designing and Conducting Your Investigation.
Just as the students need to build their skills for this laboratory within a scafold,
you should consider that you may need to do the same. Tus, you may consider that
you, too, are developing a skill set to help students to investigate their own questions.
If you have never worked with these specifc organisms, you might want to consider
simplifying your frst assignments. One suggestion is to limit the students to growing
and maintaining these organisms through an entire life cycle while recording daily
observations in a laboratory notebook. In this manner, you will learn valuable skills for
managing the classroom environment for long-term work and will develop a familiarity
with the organisms that is essential as you help students fnd their own questions. For
the frst year, you may not feel comfortable dedicating the time beyond becoming
familiar with simply growing these organisms. As you develop an understanding for the
organisms and how your own students interact with them, you can then proceed to more
authentic research.
Help students ask the right question in the right way. A good question should be
focused in such a way that the path to the answer is implicit within the question. Te
advantage of using live organisms cared for by students is that questions naturally arise.
Resist the urge to answer students questions; rather, encourage your students to work
out answers for themselves. Figure 5, a fow chart/concept map of the investigation,
may aid you in helping your students focus on some ideas for research. Also consult the
supplemental resources listed at the end of this investigation. Tere you will fnd many
examples of research that answer ecological questions using these two organisms as
models.
Light
energy
Energy allocation
Photosynthetic rate
Energy efciency
Energy in reproduction
Plant color and productivity
A mathematical model
of
herbivory and plant production
Herbivory response
Life stage feeding preference
Feeding on old vs. young leaves
Growth trajectory
Frass study
Respiration
Mathematical model
of
buttery growth
Selectivity of food choice
(energy efciency)
Food choice and glucosinolades
Trichome defense
Phenotype plasticity
Herbivory tolerance
Defense timing
Early herbivory vs. late
Carbon dioxide levels and productivity
Develop a mathematical model of plant growth
Energy storage
Leaf area
Growth trajectories
Limits to productivity:
space
soil volume
other plants
Respiration
Fast Plants
Respiration
Cabbage White
Waste Waste
Figure 5. Ideas to Focus Questions
Ultimately, as you develop your own skills for managing and facilitating the research
experience, you might decide to modify the investigation in the Student Manual
or create your own version. You and your students will naturally arrive at workable
procedures for monitoring energy or biomass in plants and animals. Te Student Manual
is set up only as an example to introduce skills. Te ultimate goal is for you and your
students to become a research team carrying out an authentic research experience.
Te idea of developing mathematical models can be particularly challenging. Te
values for energy capture and transfer measured in Procedures can serve as a foundation
for building a predictive, simple spreadsheet model in the fnal part of the investigation.
Te model could focus solely on plant growth or butterfy growth, or it could model the
interaction between the two.
Te scientifc community communicates its work to peers, largely relying on three
modes of formal communication: peer-reviewed papers published in journals, paper
presentations, and poster sessions at professional society meetings. Emulating scientifc
posters and poster sessions is a particularly efective assessment technique for students
independent work. Posters foster creativity and economy of communication. In
particular, the concept of a mini-poster, as described in the blog entry of the National
Association of Biology Teachers (http://www.nabt.org/blog/2010/05/04/mini-
posters-authentic-peer-review-in-the-classroom/), provides a useful, interactive
assessment that takes place both during the session presentation and afer the poster is
reviewed and revised.
During a scientifc poster presentation, the authors stand in front of their poster and
answer questions from peers about their work. Te task of the teacher is to design a
situation in the classroom that re-creates the poster session environment.
Generally, it is ideal to split the class into two groups: one group presenting and
the other group observing or reviewing the posters. Te observers use a simple rubric
to summarize their evaluation of the poster under review afer asking the presenter
a number of questions. With a number of observers reviewing several posters, each
presenter receives diverse feedback about his or her work and presentation. Tis serves
as a very efective peer review. Before a fnal grade for the lab work is assigned, the
student is encouraged to revise his or her poster (mini-poster) based on feedback from
the observers. Te two groups then switch roles for the second half of the presentation
time. Te efectiveness and efciency of the process are enhanced by appropriate time
management by the teacher or by a student assigned to the task. Te NABT blog entry
includes information and links to information about contents of a simple rubric.
Te frst fve resources provide students and teachers with examples of research that
focuses specifcally on the concepts and organisms in this laboratory. Te hope is that
students and teachers will fnd inspiration for their own work in these references. Te
fnal reference (Williams and Hill, 1986) is a paper that introduces the model organism
suggested for this laboratory, the Wisconsin Fast Plant.
Agrawal, A. A., S. Y. Strauss, and M. J. Stout. Costs of induced responses and tolerance
to herbivory in male and female ftness components of wild radish. Evolution 53, no. 4
(August 1999): 10931104.
Agren, Jon, and Douglas W. Schemske. Te cost of defense against herbivores: an
experimental study of trichome production in brassica rapa. Te American Naturalist
141, no. 2 (February 1993): 338350.
Marshall, Carolyn B., Germn Avila-Sakar, and Edward G. Reekie. Efects of nutrient
and CO
2
availability on tolerance to herbivory in brassica rapa. Plant Ecology 196,
no. 1 (May 2008): 113.
Orre, G. U .S., S. D. Wratten, M. Jonsson, and R. J. Hale. Efects of an herbivore-induced
plant volatile on arthropods from three trophic levels in brassicas. Biological Control
53, no. 1 (April 2010): 6267.
http://dx.doi.org/10.1016/j.biocontrol.2009.10.010.
Siemens, David H., Shannon H. Garner, Tomas Mitchell-Olds, and Ragan M. Callaway.
Cost of defense in the context of plant competition: brassica rapa may grow and
defend. Ecology 83, no. 2 (February 2002): 505517.
Williams, Paul H., and Curtis B. Hill. Rapid-cycling populations of brassica. Science 232,
no. 4756 (June 1986): 13851389.
Big
Idea
Interactions
4
INVESTIGATION 10
ENERGY DYNAMICS
What factors govern energy capture, allocation,
storage, and transfer between producers and
consumers in a terrestrial ecosystem?
BACKGROUND
Almost all life on this planet is powered, either directly or indirectly, by sunlight. Energy
captured from sunlight drives the production of energy-rich organic compounds
during the process of photosynthesis. Tese organic compounds create biomass. Te net
amount of energy captured and stored by the producers in a system is the systems net
productivity. Gross productivity is a measure of the total energy captured. In terrestrial
systems, plants play the role of producers. Plants allocate that biomass (energy) to power
their life processes or to store energy. Diferent plants have diferent strategies of energy
allocation that refect their role in various ecosystems. For example, annual weedy
plants allocate a larger percentage of their biomass production to reproductive processes
and seeds than do slower growing perennials. As plants, the producers are consumed
or decomposed, and their stored chemical energy powers additional individuals, the
consumers, or trophic levels of the biotic community. Biotic systems run on energy
much as economic systems run on money. Energy is generally in limited supply in most
communities. Energy dynamics in a biotic community is fundamental to understanding
ecological interactions.
To model ecosystem energy dynamics, you will estimate the net primary productivity
(NPP) of Wisconsin Fast Plants (the producers) growing under lights and the fow of
energy from plants to cabbage white butterfy larvae (the consumers) as the larvae eat
cabbage-family plants.
Te following exercises describe skills and methods for estimating energy fow in
a terrestrial ecosystem. Note and record any questions that occur to you as you work
through this activity.
Questions might include the following:
What kinds of things afect plant productivity, the growth of cabbage white butterfy
larvae, or the interactions of these organisms?
How do you keep track of energy as it moves through the biological system? Can the
techniques used for tracking energy be improved?
What is the role of energy in ecosystems?
3p0
One or more of these questions will help guide you through the fnal part of this
laboratory, where you are expected to carry out your own research project based on one
of your questions.
Learning Objectives
To design and conduct an experiment to investigate a question about energy capture
and fow in an ecosystem
To explain community/ecosystem energy dynamics, including energy fow, NPP, and
primary and secondary producers/consumers
To predict interspecifc ecological interactions and their efects
To use mathematical analyses in energy accounting and community modeling
To make the explicit connection between biological content and the investigative
experience
Cabbage white butterfies (Pieris rapae) are listed as a pest species by the USDA.
Terefore, no butterfies or larvae raised in the laboratory should be released to the
wild.
Euthanize the butterfies or larvae by freezing them when your investigation is
complete. Te plants and soil can simply be discarded.
Disease outbreaks are common in cultured populations of organisms. Although
the diseases associated with the organisms in this investigation are not dangerous
to humans, it is important to maintain cleanliness in the laboratory and of your
experimental equipment to minimize possible impacts on the study caused by
disease.
Long-term culturing for plants or butterfies requires cleanliness. Be sure to clean all
culturing chambers and wipe them down with dilute Clorox (and dry completely)
before starting another generation of plants or butterfies. Use new materials if you
have any doubts.
Cultures involve artifcial light sources and liquids; caution should be exercised to
keep the two separate.
THE INVESTIGATIONS
Getting Started
Tese questions and tasks are designed to help you understand energy dynamics and
prepare for your investigations.
1. Te economy of a business or household is somewhat like the energetics of a
biological community. A well-run household or business creates a budget based on a
careful accounting of money coming in and money going out. Likewise, the energy
dynamics of a biological community can be modeled by accounting for the energy
coming in and going out through diferent members of the community. Keeping
track of money is relatively straightforward you count it. You count how much
money is coming in and how much is going to various expenses and savings.

How do you keep track of energy in living organisms? It is a challenge. Producers
capture light energy and convert it into chemical energy stored in energy-rich
molecules. Tese molecules have mass, so the energy in biological systems can be
indirectly measured by mass biomass. With your lab team, take a moment to
brainstorm how you can account for energy use and, in a biological community,
transfer it in a manner similar to the ways in which people account for money.
2. Tis investigation requires you to take care of and maintain healthy populations of
living organisms plants and animals. In fact, before you begin this investigation,
you will need to start both plant and animal cultures. Wisconsin Fast Plants and
cabbage white butterfies are both easily raised in the classroom or laboratory.
Neither takes up much time or equipment, but they both need to be tended
regularly. As a lab team, discuss the care and maintenance of the organisms you
use in this lab. Prepare a schedule and divide up responsibilities for long-term care
and maintenance. (Tis includes taking care of animal wastes.) Check out online
information on care and maintenance of the organisms you and your teacher select
for this investigation at http://fastplants.ning.com/video/2038532:Video:13
and http://fastplants.ning.com/video/juan-enriquez-wants-to-grow. See the
butterfy life cycle in Figure 1.
Adult
Egg
Pupa
Growth of larva
Figure 1. Buttery Life Cycle
Procedures
Estimating Net Primary Productivity (NPP) of Fast Plants
Remember as you work through the frst part of this investigation to think about and
record questions you ask while working with these organisms and the system.
Primary productivity is a rate energy captured by photosynthetic organisms in a
given area per unit of time. Based on the second law of thermodynamics, when energy is
converted from one form to another, some energy will be lost as heat. When light energy
is converted to chemical energy in photosynthesis or transferred from one organism (a
plant or producer) to its consumer (e.g., an herbivorous insect), some energy will be lost
as heat during each transfer.
In terrestrial ecosystems, productivity (or energy capture) is generally estimated by
the change in biomass of plants produced over a specifc time period. Measuring biomass
or changes in biomass is relatively straightforward: simply mass the organism(s) on an
appropriate scale and record the mass over various time intervals. Te complicating
factor is that a large percentage of the mass of a living organism is water not the
energy-rich organic compounds of biomass. Terefore, to determine the biomass at a
particular point in time accurately, you must dry the organism. Obviously, this creates
a problem if you wish to take multiple measurements on the same living organism.
Another issue is that diferent organic compounds store diferent amounts of energy;
in proteins and carbohydrates it is about 4 kcal/g dry weight and in fats it is 9 kcal/g of
dry weight). As you plan your own investigation, take into consideration all the above
information.
You and your teacher will select a model organism for this lab depending on time of
year, availability, and cost. Te following steps assume that you and your lab team are
culturing about 30 to 40 Wisconsin Fast Plants as a model organism. Other plants can be
used instead, including wild or native plants, but check with your teacher frst.
Step 1 In your lab notebook, design and construct a systems diagram to model energy
capture and fow through a plant. Use annotations to help explain your reasoning. Before
taking any measurements, think about the input and output of energy in a plant. For
instance, what do you predict about the quantity of energy the plants take in compared
to the quantity of energy that goes out? What do you think are various ways that a plant
(or a number of plants) could lose energy, and how could you estimate the amount of
energy lost through these various pathways? Enter your predictions in your lab notebook
by constructing an annotated system diagram, such as Figure 2, of the fow of energy
into and out of a plant.
Energy/Biomass
in Plant
?
?
?
?
Energy/Biomass
Buttery Larvae
?
?
?
?
Figure 2. Energy Flow into and out of a Plant
Step 2 Your energy diagram will help you and your lab team design a data collection
procedure that helps you measure energy capture and fow in a plant. As a team, design
your investigation to sample the biomass of an adequate number of plants early in the
life cycle and then again later in the life cycle. Remember, biomass is only the mass of the
DRY plant materials, not of the water in the plant. Make sure your procedure accounts
for this. Describe this procedure in your lab notebook and then check with your teacher
for approval and suggestions. Be sure to record your observations, questions, refections,
and measurements daily in your notebook. In your lab notebook, record information
about the size and overall appearance of your Fast Plants.
Step 3 In your notebook, graphically present a comparison of the biomass/energy of
plants early in their life cycle versus older plants.
Step 4 Determine the average (mean) grams of biomass added per plant over the period of
growth. Each gram of plant biomass represents about 4.35 kcal of energy. Convert grams
of biomass/day to NPP (kcal)/day. Show this work in your lab notebook. Explain why
this is net primary productivity and not gross productivity.
Step 5 Explain in your notebook why the mass of dry plants is a better measure of
primary productivity and biomass than is the mass of living plants (containing water).
What percentage of the living plants is biomass? (Use this calculation in Analyzing and
Evaluating Results, Step 4.)
Step 6 Now reconstruct your energy fow diagram with actual data that you have collected
in your notebook. Be sure to include an explanation, supported by evidence, as to why
you feel your diagram represents energy fow in Fast Plants. Your explanation should
also include a description of the uncertainties of your data and your conclusions; put
boundaries on your conclusions (as you would insert error bars).
Estimating Energy Flow Between Fast Plants Producers
and Cabbage Buttery Larvae
Dont forget to think of and record questions about these organisms and the system as
you work through your investigation.
Step 1 Cabbage white butterfy larvae eat plants from the cabbage family. As with Fast
Plants, accounting for energy fow into and out of these butterfies can be inferred from
biomass gained and lost. In your lab notebook, develop a system diagram, such as Figure
3, to model energy fow from Fast Plants to cabbage butterfy larvae. Before taking any
measurements, predict the input and the output of energy in the butterfy larvae you will
be growing. Enter these predictions in your lab notebook.
Energy/Biomass in
Buttery Larvae
?
?
?
?
Figure 3. Energy Flow from Fast Plants to Cabbage Buttery Larvae

Step 2 As butterfy larvae grow toward maturity, they pass through diferent
developmental stages called instars. You will use larvae that are already well along their
developmental path through the larval stages (4th or 5th instar). Tese larvae frst
grew on young Fast Plants, and they were later transferred to brussels sprouts (another
member of the cabbage family) in a Brassica Barn (see Figure 4). For this part of the
investigation, you and your lab team need to develop a procedure that will quantify the
growth of butterfy larvae over three days. Start with freshly massed brussels sprouts in
the Brassica Barn.
Bio_S_Lab10_01
Caterpillar feeding
on brussels sprout
Frass
Paper towel frass pad
Figure 4. Brassica Barn
Step 3 Create a table in your lab notebook that helps you organize the data collected,
including estimates of the energy/biomass fow from plants to butterfy larvae. Develop
your procedure keeping in mind your end goal to measure the biomass consumed by
the larvae, the biomass gained by the larvae, and the biomass lost by the larvae. Likely,
youll need to estimate some factors using data from a large sample. Dont forget about
the energy in the frass (wastes).
Step 4 Transfer the larvae to another Brassica Barn to fnish out their life cycle.
Analyzing and Evaluating Results
Convert biomass measurements (grams) to energy units in kilocalories. Work in small
groups to determine how best to complete the following tasks. Make sure that all your
units are comparable: per time, mass, and energy.
Step 1 For Fast Plants, assume that one gram of dried biomass contains 4.35 kilocalories
of energy. Tis estimate was determined by burning similar plant material in a bomb
calorimeter.
Step 2 You were investigating living butterfy larvae, so you could not dry them or their
food supply. Assume that the biomass of 4th instar larvae is 40% of the wet mass. (Tis
estimate may be inaccurate, so you should actually measure this quantity using extra
butterfy larvae, if possible.) Calculate the biomass of the larvae. For butterfy larvae, use
an average value of 5.5 kcal/g of biomass to calculate energy of each larva.
Step 3 To determine the energy content in the larval frass, use 4.76 kcal of energy/g of
frass. Calculate the frass lost per individual larva.
Step 4 To determine the energy content of the brussels sprouts eaten by each larva,
convert the wet mass of the sprout to dry mass and multiply by 4.35 kcal/g. Use the
estimated percentage of biomass (dry mass) in fresh Fast Plants calculated in estimating
the Fast Plants net primary productivity (NPP), Step 5 on page S130, to estimate the
biomass of each brussels sprout.
Step 5 Tese procedures are similar to an energy audit. Because energy is neither created
nor destroyed, you must account for all energy in the system. (Tat is why you need to
determine frass mass.) Combine your two earlier energy fow diagrams into one, and
now include all the information that you measured. For those energy pathways that
you did not explicitly measure, provide an estimated energy quantity. For instance, the
amount of light energy in the system is more difcult to estimate. What other parts of
the energy fow diagram could you not actually measure?
Step 6 Graph your results. For the plants and for the butterfy larvae, design and
construct appropriate graphs of your results. Enter sketches of these graphs in your lab
notebook and prepare more fnished copies for your mini-poster presentation when you
complete this lab. If you use bar graphs for illustrating the means, standard error bars
should be included to display the range of the data. In your notebook (and mini-poster
presentation), describe the data and their presentation. Follow that with conclusions
that you can support with your data about energy capture and fow in this artifcial lab
community.
In the previous procedures, you began to develop your skills by applying methods to the
problem of energy capture and fow in an ecosystem. You were encouraged to note and
record questions about this system as you worked through the investigation. Now it is
time to select one of those questions, propose your hypothesis, design your investigation,
and carry it out. Be sure to connect your work to your overall understanding of energy
and ecosystems.
Te following are questions that could be investigated; however, you should have
developed your own question(s) and considered a possible investigation(s).
Do all plants have the same percentage of biomass?
Is the percentage of biomass the most important characteristic of a plant in terms of
its efect on the growth of an animal?
How do plants with diferent life strategies allocate biomass in diferent organs?
How much is allocated to reproduction?
How much energy is allocated to plant defense?
How much energy does it cost an animal to process diferent plant sources?
Review and consolidate your questions into a list of possibilities. Consult with your
teacher and other students. Afer choosing your question, hypothesis, and design, submit
the plan (proposal) for your investigation to your teacher for approval. Be sure to refer
to the rubric provided by your teacher that will be used to evaluate your work. Consider
working as a team on a single question to reduce your overall workload.
Step 1 Conduct your investigation or construct and test your mathematical model.
Step 2 Prepare a mini-poster that addresses the requirements outlined in the rubric.
Step 3 Present your mini-poster to your peers and invited guests in class. Encourage
your peers to review and critique your work based on the rubric guidelines. Use those
reviews to improve your mini-poster afer the presentation. Your teacher will use the
same rubric, along with your lab notebook, to determine your fnal grade for this
investigation.
Big
Idea
Interactions
4
INVESTIGATION 11
TRANSPIRATION
*
What factors, including environmental variables, affect the
rate of transpiration in plants?
BACKGROUND
Cells and organisms must exchange matter with the environment to grow, reproduce,
and maintain organization, and the availability of resources infuences responses and
activities. For example, water and macronutrients are used to synthesize new molecules,
and, in plants, water is essential for photosynthesis. Organisms have evolved various
mechanisms for accumulating sufcient quantities of water, ions, and other nutrients and
for keeping them properly balanced to maintain homeostasis.
In general, animals possess one or more mechanisms, such as those involved in
excretion, that let them ingest solutions of nutrients and transport and/or eliminate
any excess ions or water. However, plants take a diferent approach; they absorb and
transport water, nutrients, and ions from the surrounding soil via osmosis, difusion, and
active transport. Once water and dissolved nutrients have entered the root xylem, they
are transported upward to the stems and leaves as part of the process of transpiration
(the evaporation of water from the plant surface). Te amount of water needed daily by
plants for the growth and maintenance of tissues is small in comparison to the amount
that is lost through transpiration. Too much water loss can be detrimental to plants; they
can wilt and die.
Te transport of water upward from roots to shoots in the xylem is governed by
diferences in water (or osmotic) potential, and these diferences account for water
movement from cell to cell or over long distances in the plant. Several factors, including
environmental pressure and solute concentration, contribute to water potential, with
water always moving from an area of high water potential (higher free energy, more
water) to lower potential (less free energy, less water). Te process is facilitated by
osmosis, root pressure, and the physical and chemical properties of water. Transpiration
creates a lower osmotic potential in the leaf, and the TACT (transpiration, adhesion,
cohesion, and tension) mechanism describes the forces that move water and dissolved
nutrients up the xylem, as modeled in Figure 1.
Bio_T_Lab11_01
Water lost by
transpiration
Water absorbed by root hairs
Suction
pressure
Capillarity
Figure 1. Transpiration Model
During transpiration, water evaporating from the spaces within leaves escapes
through small pores called stomata. Although evaporation of water through open
stomata is a major route of water loss in plants, the stomata must open to allow for
the entry of CO
2
used in photosynthesis. In addition, O
2
produced in photosynthesis
exits through open stomata. Consequently, a balance must be maintained between the
transport of CO
2
and O
2
and the loss of water. Specialized cells called guard cells help
regulate the opening and closing of stomata. To maintain homeostasis, plants must
adjust their rates of transpiration in response to environmental conditions.
Tis investigation encourages independent student thinking and ultimately provides
the student with opportunities for more open-ended experimentation. In the frst part of
this investigation (stomatal peel), you guide students through an investigation, ask them
focused questions, and give them suggestions for further study. However, the expected
outcome is unknown. Tis type of inquiry is referred to as structured inquiry and is
suitable for introducing groups of scientifcally nave students to inquiry. In a guided
inquiry investigation, the procedure for conducting the investigation is developed by
the students. Te second part of this lab, in which students select an environmental
factor and explore its efect on transpiration, is an example of this type of inquiry. With
experience, students will be able to investigate questions about transpiration that they
themselves have formulated and use procedures of their own design to investigate
answers. Such open inquiry is the ultimate goal of any biology program. (For more
information about the diferent types of inquiry-based investigations, please refer to
Chapter 4 in this manual.)
In this investigation, students begin by exploring methods to calculate leaf surface
area and then determine the average number of stomata per square millimeter in
a particular kind of plant. From their data, several questions about the process of
transpiration in plants should emerge. Students can explore these questions in their own
investigations.
PREPARATION
Representative plant species that are available in a particular region or season, such
as Impatiens (a moisture-loving plant), Coleus, oleander (more drought tolerant),
Phaseolus vulgaris (bean seedlings), pea plants, varieties of Lycopersicon (tomato),
peppers, ferns, or even Wisconsin Fast Plants (If students plan to investigate
transpiration in several diferent species of plants, you will have to purchase a variety
of plants, or students can use cuttings from plants found on campus. Note that the
plants can be used to study other biological concepts, such as plant evolution, natural
selection, genetics, adaptation, and plant reproduction.)
Safety goggles, calculator, microscope, microscope slides, clear cellophane tape, clear
nail polish, scissors
Graph paper and metric ruler as needed to determine leaf surface area
Potometer, which students assemble from clear plastic tubing, a ring stand with
clamp, and a 0.1-mL or 1.0-mL pipette, depending on the diameter of the stem (It
is recommended that you have available clear plastic tubing of diferent sizes to
accommodate stems from diferent plants.) A syringe without needle can be used for
flling the tubing with water, or the tubing can be flled using a water bottle. Students
should be able to make the observations that air bubbles in the tubing could interfere
with transpiration and that when assembling the potometer, as shown in Figure 2, the
end of the stem must be immersed in the water. If students are using a gas pressure
sensor, the tubing is inserted directly into the device; no pipette is required.
Bio_T_Lab11_02
0
m
m
1
2
3
4
5
Calibrated
pipette
Plant
cutting
Tight
seal
Water-lled
tube
Potometer
Figure 2. Potometer Assembly
For whole plant transpiration, small potted plants with many green leaves (e.g.,
Impatiens, tomato seedlings), the plastic container they come in, one-gallon size
plastic food storage bags, and string (If using this method, students place the entire
potted plant or root ball with dirt in the plastic bag.)
Fan, heat lamp, water, small plastic bag, spray bottle with water, salt, and other
chemicals provided by you
Petroleum jelly to make an airtight seal between the cut end of the stem and tubing
flled with water (You can also use small clamps to seal without the goop.)
If students choose to consider an environmental variable for which you dont have
materials available, they will ask for advice.
Tis investigation requires approximately four lab periods of about 45 minutes each. Tis
includes one period for students to calculate leaf surface area and the number of stomata,
one period for students to design an experiment(s), a minimum of one period to conduct
an experiment(s), and one period for students to discuss and share their results and
conclusions with the class. (If students have prepared and examined a stomatal peel in a
prerequisite biology course, they might be able to skip this part of the investigation.)
If students are using a potometer method to determine transpiration rate(s), data
collected over a 24-hour period provide more quantifable results; if using the whole
plant method, students need to determine the mass of their plant(s) for several days. If
time is an issue, the prelab and summative assessments can be assigned for homework.
Students can work in pairs or small groups to accommodate diferent class sizes.
Remind students to be careful when assembling their equipment and when using a
razor blade or scalpel to cut the stem of their plant cutting to a 45 angle.
Students should wear safety goggles while conducting their experiments.
Nail polish is toxic by ingestion and inhalation; students should also avoid eye contact
with it.
Plant cuttings can be disposed of in the trash, and any paper waste should be recycled.
Plastic tubing and pipettes can be reused.
If a syringe is used to assemble the potometer, make sure the needle is removed.
Students should always be supervised while working in the lab.
processes (big idea 2) or interactions (big idea 4). In addition, some questions raised
can connect to evolution and natural selection (big idea 1). As always, it is important to
2A3: Organisms must exchange matter with the environment to grow, reproduce, and
maintain organization.
2B1: Cell membranes are selectively permeable due to their structure.
2B2: Growth and dynamic homeostasis are maintained by the constant movement of
molecules across membranes.
and ecosystems are afected by complex biotic and abiotic interactions involving the
4A4: Organisms exhibit complex properties due to interactions between their
constituent parts.
Learning Objectives
Te student is able to use calculated surface area-to-volume ratios to predict which
cell(s) might eliminate wastes or procure nutrients faster by difusion (2A3 & SP 2.2).
Te student is able to justify the selection of data regarding the type of molecules that
an animal, plant, or bacterium will take up as necessary building blocks and excrete as
waste products (2A3 & SP 4.1).
Te student is able to represent graphically or model quantitatively the exchange of
molecules between an organism and its environment, and the subsequent use of these
molecules to build new molecules that facilitate dynamic homeostasis, growth, and
reproduction (2A3 & SP 1.1, SP 1.4).
Te student is able to predict the efects of change in a component(s) of a biological
system on the functionality of an organism(s) (4A4 & SP 6.4).
Te student is able to use visual representation to analyze situations or solve problems
qualitatively to illustrate how interactions among living systems and with their
environment result in the movement of matter and energy (4A6 & SP 1.4).
Before students tackle this investigation, they should be able to demonstrate
understanding of the following concepts. Te concepts may be scafolded according to
level of skills and conceptual understanding.
Te relationship between cell structure and function
Te physical and chemical properties of water
Te movement of molecules and ions across cell membranes by the processes of
osmosis, difusion, and active transport
Photosynthesis, particularly the transport and roles of CO
2
, O
2
, and H
2
O
Te exchange of matter between biological systems and the environment
Measuring distance, volume, and/or mass using the metric system
Estimating leaf surface area
Using a microscope to examine cell structure
If students have not acquired these skills previously, the procedures in this lab will help
them develop them.
Skills Development
Preparing a stomatal peel using nail polish
Making a wet mount of leaf epidermal tissue for microscopy
Calculating leaf surface area and number of stomata/surface area
Assembling a potometer
Calculating transpiration rates
If equipment is available, learning how to use a gas pressure sensor and computer
interface
If students have a solid understanding of the aforementioned concepts, they should be
able to select an environmental variable and design an experiment around the efect of
the variable on the rate of transpiration. Te skills and concepts may be taught through
a variety of methods in an open-inquiry investigation. Transpiration rates may be
measured by several means, including the use of a potometer with or without a gas
pressure sensor and computer interface or the use of the whole plant method. Only two
methods are detailed, and any alternative procedure may be equally and successfully
substituted.
Te equipment is simple, the materials are few, and the cost is low (with the exception
of the initial purchase of probes and computer interfaces, which can be used for myriad
investigations). Staining of stomatal peels is not necessary; if contrast is low, direct
students to adjust (close) the condenser aperture diaphragm. A typical stomatal peel
prepared for observation without staining looks something like Figure 3.
C
a
r
o
l
i
n
a

B
i
o
l
o
g
i
c
a
l

S
u
p
p
l
y

C
o
m
p
a
n
y
/
P
h
o
t
o
t
a
k
e
Figure 3. Micrograph of Stomatal Peel
Te potometer is easy to assemble from common materials found in a biology or
physical science laboratory, and the experiments can be performed using a 0.1-mL or
1.0-mL pipette in place of a gas pressure sensor. (Te size of the pipette depends on the
diameter of the stem from the plant used for investigation. Some plants naturally have
larger stems!)
If students are unfamiliar with the use of the gas pressure sensor and computer
interface, they may have to review their use prior to collecting data. Te applications of
mathematics are straightforward, and its your choice whether you provide students with
formulas, data tables, and graph paper. However, it is suggested that students develop
their own visuals to record their data. It also is recommended that students help each
other analyze data and present their individual/group data and conclusions to the class
as a means to develop both written and verbal communication skills. Refer to Chapter 6
in this guide for suggestions for student presentations.
If using potometers, when inserting the plant cutting into the plastic tubing, students
ofen leave a small gap between the end of the stem and the top of the column of
water; the column of water must make direct contact with the xylem in the stem for
transpiration to occur. Students also struggle with flling the plastic tubing with water
without forming air bubbles. One trick is to attach a small plastic syringe (without a
needle) to the end of the pipette with a piece of rubber tubing and use the syringe to
pull water up into the potometer, leaving the syringe attached to keep the water under
negative tension.
Once the plant cutting is in place and the tubing/pipette completely flled with
water, the syringe is carefully removed. In place of using petroleum jelly to prevent the
apparatus from leaking, small, inexpensive clamps work well. If using a 0.1-mL pipette
to record water loss, students can have difculty reading the small increments on the
pipette. Assembly of potometers can be challenging; as a result, you might opt to suggest
that students use the whole plant method to determine transpiration rates. However,
keep in mind that although students might struggle as they assemble equipment, in the
process they are learning new lab skills and will experience satisfying ah-ha moments
when they are fnally successful.
Students are asked to investigate methods for calculating leaf surface area. However,
it is recommended that students use the leaf tracing method described in the following
paragraph. Using a common alternate method, leaf mass, presents several inherent
problems. Te method is dependent upon the part of the leaf from which a section is
cut because leaves usually have variation in thickness; thus, the calculated surface area
of a 1-cm
2
section could vary signifcantly from one group to another. A modifed leaf
tracing method can be done without removing leaves from the plant, thus rendering the
purchase of more plants unnecessary.
Leaf Trace Method to Calculate Leaf Surface Area
Leaf surface area may be calculated with the leaves still attached to the plant.
Alternatively, students may cut of several leaves, arrange them on a piece of graph paper
or grid (constructed so that a square of 4 blocks equals 1 cm
2
), and trace the edge pattern
directly onto the graph paper. Count all the grids (squares) that are completely within
the tracing and estimate the number of grids that lie partially within the tracing. Te
total surface area can then be calculated by dividing the total number of blocks covered
by 4. Leaf surface area is recorded in cm
2
. Students are then asked to calculate leaf
surface area in mm
2
.
THE INVESTIGATIONS
pertaining to transpiration in plants:
1. If a plant cell has a lower water potential than its surrounding environment, make a
prediction about the movement of water across the cell membrane. In other words,
will the cell gain water or lose water? Explain your answer in the form of a diagram
with annotation.
2. In the winter, salt is sometimes spread over icy roads. In the spring, afer the ice has
melted, grass ofen dies near these roads. What causes this to happen? Explain your
answer in the form of a diagram with annotations.
3. Prepare a thin section of stem from your plant, and then examine it under the
microscope to identify the vascular tissues (xylem and phloem) and the structural
diferences in their cells. Describe how the observed diferences in cellular structure
refect diferences in function of the two types of vascular tissue.
Data Tables and Charts
If using the gas pressure sensor to measure water loss, students might fnd the following
tables useful for recording their data/results. However, it is recommended that students
construct their own visuals, including tables and graphs, for reporting data. Although
the computer interface will generate graphs on the screen, you may elect to have students
draw, label, and annotate their own graph.
You may need to explain kPa. Te pascal (Pa) is a unit of pressure, and there are 1,000
pascals in 1 kilopascal (kPa). One kPa is approximately the pressure exerted by a 10-g
mass resting on a 1-cm
2
area. If students have studied chemistry and/or physical science
or physics, they may recognize that 101.3 kPa = 1 atm of pressure.
Table 1. Individual/Group Data
Test Rate
(kPa/min)
Surface Area
(cm
2
)
Rate/Area
(kPa/min/cm
2
)
Adjusted Rate
(kPa/min/cm
2
)
Experimental
(Experimental 2)
Control
Table 2. Class Data
Test Variable Adjusted Rate (kPa/min/cm
2
)
Students begin by investigating methods to calculate leaf surface area and then
determine the average number of stomata per square millimeter in a particular kind of
plant. Several questions about the process of transpiration in plants should emerge from
the data, including the following:
Do all plants have stomata? Is there a relationship between the number of stomata and
the environment in which the plant evolved?
Are leaf surface area and the number of stomata related to the rate of transpiration?
What might happen to the rate of transpiration if the number of leaves or the size of
leaves is reduced?
Do all parts of a plant transpire?
Do all plants transpire at the same rate? Is there a relationship between the habitat in
which plants evolved to their rate of transpiration?
What other factors, including environmental variables, might contribute to the rate of
transpiration?
What structural features and/or physiological processes help plants regulate the
amount of water lost through transpiration? How do plants maintain the balance
between the transport of CO
2
and O
2
and the amount of water lost through
transpiration?
Students are then asked to design an experiment to investigate one or more questions,
and their exploration will likely generate more questions about transpiration. For a
supplemental activity, students can make thin sections of stems, identify xylem and
phloem cells, and relate the function of these vascular tissues to observations made
about the structure of these cells.
concepts they have studied previously, including the relationship between cell structure
and function, evolution of plant structures, the movement of molecules and ions across
cell membranes, the physical and chemical properties of water, the forces provided
by diferences in water potential, photosynthesis, and the exchange of matter between
biological systems and the environment.
following completion of the investigation.
1. Have the students record their experimental design, data, results, and conclusions in
a lab notebook, formal lab report, or mini-poster. Students can prepare a class graph
refecting their conclusions about the efects of environmental variables on the rate
of transpiration in plants. Based on the students product, do you think students
2. Were the students able to construct a graph from a data table? Did they correctly
label the X and Y axes and appropriately title the graph?
3. Have the students prepare a lesson on transpiration for younger students at the
school, following the adage that you cant really learn something until you have to
teach it.
4. Have the students come up with a list of common misconceptions they had about
the process of transpiration before conducting their investigations.
5. Did the students have an adequate (i.e., basic) understanding of water potential
and the movement of water and nutrients across cell membranes before designing
their experiment to investigate transpiration? Did the students have an adequate
understanding of the physical and chemical properties of water before investigating
transpiration?
6. Were the students able to determine leaf surface by using appropriate mathematical
skills? Which applications of mathematical skills were challenging for the students?
7. If you used the suggested gas pressure sensor protocol, were the students able to
navigate through the computer interface to the lab investigation without much
difculty? Why or why not? If the students had difculty, ask them to teach other
students how to use the equipment.
8. Have the students write one or two questions based on the concepts in this
investigation that could appear on an AP Exam.
Te following are possible extension activities for students:
1. Investigate how guard cells control the opening and closing of stomata, including the
role of abscisic acid and K
+
.
2. Design an experiment to investigate transpiration in two diferent types of plants
one that is drought tolerant and one that requires a signifcant amount of water.
What predictions can you make about the rate of transpiration in each?
3. If you had to revise the design of your experiment, what suggestions would you
make? Why would you make them?
Prelab Activities
http://www.cjhs.org/teacherssites/taylor/accbio/PLANTS/STOMATE%20
LAB.pdf Tis resource, Flinn Scientifc, Bio Fax!, Lasting Impressions: Counting
Stomata, Publication #10226, provides a quick lesson and protocol on preparing a
thin section of leaf epidermis (stomatal peel) to view cell structure and stomata.
Tis resource provides an interactive review of the processes of osmosis, difusion,
and active transport, including the concept of water potential. Tis would be a great
way to introduce students to the concept of transpiration.
http://www.mhhe.com/biosci/genbio/virtual_labs/BL_10/BL_10.html In this
virtual investigation, students study the process of transpiration in vascular plants and
compare the rates of transpiration for several species under varying environmental
conditions. Tis is a simple review of major concepts involved in the process of
transpiration.
http://www.ucopenaccess.org/course/view.php?id=15 In these AP-level virtual
investigations, students explore the major concepts of osmosis, difusion, and
transpiration. Tey can work through the difusion lab as a prelab review of the
principles of movement of water, ions, and molecules across cell membranes by the
processes of osmosis and difusion.
http://www.visionlearning.com/library/module_viewer.php?mid=57&l Tis
resource provides a simple explanation of the structure of the water molecule,
hydrogen bonding between water molecules, and the ways in which the molecular
structure of water leads to unique properties, including adhesion and cohesion.
http://www.pbs.org/teachers/connect/resources/4423/preview/ Tis resource
provides an alternative method for calculating leaf surface area using a geometric
model. An advantage of the method is that a leaf does not have to be removed from
the plant.
Redding, Kelly, and David Masterman. Biology with Vernier (Lab 10: Transpiration).
Beaverton, OR: Vernier, 2007.

Students can use this resource to glean information about collecting data using a gas
pressure sensor with interface to measure the rate of transpiration in plants.
http://local.brookings.k12.sd.us/krscience/open/plants/Whole%20Plant%20
Transpirationteacherguide.doc Using the whole plant method, this resource
presents an alternative procedure to using potometers to determine transpiration
rates.
http://www.accessexcellence.org/AE/AEC/AEF/1994/case_leaf.php Tis
resource provides supplemental activities for students to investigate stomata and their
role in transpiration in plants.
http://biology.arizona.edu/sciconn/lessons2/Loredo/Overview.htm In this
resource, students initially describe diferences between plants that seem healthy
and those that appear unhealthy. Based on their observations, the students propose
hypotheses and design and conduct experiments. Te resource contains a thorough
teachers guide, student material, an assessment piece, and student evaluation.
http://www.nature.com/nature/journal/v455/n7210/abs/nature07226.html
Tis article, Te transpiration of water at negative pressures in a synthetic tree, is a
resource for teachers, and perhaps students, who want to learn more about real-world
applications of transpiration, including using the principles behind transpiration for
technological uses of water under tension.
Big
Idea
Interactions
4
INVESTIGATION 11
TRANSPIRATION
*
What factors, including environmental variables,
affect the rate of transpiration in plants?
BACKGROUND
Cells and organisms must exchange matter with the environment to grow, reproduce,
and maintain organization, and the availability of resources infuences responses and
activities. For example, water and macronutrients are used to synthesize new molecules,
and, in plants, water is essential for photosynthesis. Organisms have evolved various
mechanisms for accumulating sufcient quantities of water, ions, and other nutrients and
for keeping them properly balanced to maintain homeostasis.
Plants absorb and transport water, nutrients, and ions from the surrounding soil
via osmosis, difusion, and active transport. Once water and dissolved nutrients have
entered the root xylem, they are transported upward to the stems and leaves as part of
the process of transpiration, with a subsequent loss of water due to evaporation from the
leaf surface. Too much water loss can be detrimental to plants; they can wilt and die.
Te transport of water upward from roots to shoots in the xylem is governed by
diferences in water (or osmotic) potential, with water molecules moving from an area
of high water potential (higher free energy, more water) to an area of low water potential
(lower free energy, less water). (You may have studied the concept of water potential in
more detail when exploring the processes of osmosis and difusion in Investigation 4
in this manual.) Te movement of water through a plant is facilitated by osmosis, root
pressure, and the physical and chemical properties of water. Transpiration creates a lower
osmotic potential in the leaf, and the TACT (transpiration, adhesion, cohesion, and
tension) mechanism describes the forces that move water and dissolved nutrients up the
xylem.
Bio_T_Lab11_01
Water lost by
transpiration
Water absorbed by root hairs
Suction
pressure
Capillarity
Figure 1. Transpiration Model
During transpiration, water evaporating from the spaces within leaves escapes through
small pores called stomata. Although evaporation of water through open stomata is a
major route of water loss in plants, the stomata must open to allow for the entry of CO
2

used in photosynthesis. In addition, O
2
produced in photosynthesis exits through open
stomata. Consequently, a balance must be maintained between the transport of CO
2
and
O
2
and the loss of water. Specialized cells called guard cells help regulate the opening and
closing of stomata.
In this laboratory investigation, you will begin by calculating leaf surface area and
then determine the average number of stomata per square millimeter. From your data,
several questions emerge about the process of transpiration in plants, including the
following:
Do all plants have stomata? Is there any relationship between the number of stomata
and the environment in which the plant species evolved?
Are leaf surface area and the number of stomata related to the rate of transpiration?
What might happen to the rate of transpiration if the number of leaves or the size of
leaves is reduced?
Do all plants transpire at the same rate? Is there a relationship between the habitat in
which plants evolved and their rate of transpiration?
What other factors, including environmental variables, might contribute to the rate of
transpiration?
What structural features and/or physiological processes help plants regulate the
amount of water lost through transpiration? How do plants maintain the balance
between the transport of CO
2
and O
2
and the amount of water lost through
transpiration?
You will then design an experiment to investigate one of these questions or a question of
your own. As a supplemental activity, you can examine microscopically thin sections of
stems, identify xylem and phloem cells, and relate the function of these vascular tissues
to observations made about the structure of these cells.
Te investigation also provides an opportunity for you to apply and review concepts
you have studied previously, including the relationship between cell structure and
function; osmosis, difusion, and active transport; the movement of molecules and ions
across cell membranes; the physical and chemical properties of water; photosynthesis;
and the exchange of matter between biological systems and the environment.
Learning Objectives
To investigate the relationship among leaf surface area, number of stomata, and the
rate of transpiration
To design and conduct an experiment to explore other factors, including diferent
environmental variables, on the rate of transpiration
To investigate the relationship between the structure of vascular tissues (xylem and
phloem) and their functions in transporting water and nutrients in plants
If you investigate transpiration rates using a potometer, you should be careful when
assembling your equipment and when using a razor blade or scalpel to cut the stem of a
plant, cutting to a 45 angle.
When appropriate, you should wear goggles for conducting investigations. Nail polish
used in the investigation is toxic by ingestion and inhalation, and you should avoid eye
contact. All materials should be disposed of properly as per your teachers instructions.
THE INVESTIGATIONS
Getting Started
Tese questions are designed to help you understand concepts related to transpiration in
plants before you design and conduct your investigation(s).
1. If a plant cell has a lower water potential than its surrounding environment, make a
prediction about the movement of water across the cell membrane. In other words,
will the cell gain water or lose water? Explain your answer in the form of a diagram
with annotations.
2. In the winter, salt is sometimes spread over icy roads. In the spring, afer the ice has
melted, grass ofen dies near these roads. What causes this to happen? Explain your
answer in the form of a diagram with annotations.
3. Prepare a thin section of stem from your plant and examine it under the microscope
to identify the vascular tissues (xylem and phloem) and the structural diferences
in their cells. Describe how the observed diferences in cellular structure refect
diferences in function of the two types of vascular tissue.
4. If you wanted to transplant a tree, would you choose to move the tree in the winter,
when it doesnt possess any leaves but its cold outside, or during the summer, when
the tree has leaves and its warm and sunny? Explain your answer.
Procedure
Materials
Living representative plant species
available in your region/season, such
as Impatiens (a moisture-loving plant),
Coleus, oleander (more drought toler-
ant), Phaseolus vulgaris (bean seed-
lings), pea plants, varieties of Lycoper-
sicon (tomato), peppers, and ferns
Calculator, microscope, microscope
slides, clear cellophane tape, clear nail
polish, and scissors
Additional supplies that you might
need afer you choose a method to
determine leaf surface area (Step 1
below). Ask your teacher for advice.
Record data and any answers to questions in your lab notebooks, as instructed by your
teacher.
Step 1 Form teams of two or three and investigate methods of calculating leaf surface
area. (You will need to calculate leaf surface area when you conduct your experiments.)
Tink about and formulate answers to the following questions as you work through this
activity:
a. How can you calculate the total leaf surface area expressed in cm
2
? In mm
2
?
b. How can you estimate the leaf surface area of the entire plant without measuring
every leaf?
c. What predictions and/or hypotheses can you make about the number of stomata
per mm
2
and the rate of transpiration?
d. Is the leaf surface area directly related to the rate of transpiration?
e. What predictions can you make about the rate of transpiration in plants with
smaller or fewer leaves?
f. Because most leaves have two sides, do you think you have to double your
calculation to obtain the surface area of one leaf? Why or why not?
g. Water is transpired through stomata, but carbon dioxide also must pass through
stomata into a leaf for photosynthesis to occur. Tere is evidence that the level of
carbon dioxide in the atmosphere has not always been the same over the history
of life on Earth. Explain how the presence of a higher or lower concentration of
atmospheric carbon dioxide would impact the evolution of stomata density in
plants.
h. Based on the data in the following table, is there a relationship between the
habitat (in terms of moisture) to which the plants are adapted and the density of
stomata in their leaves? What evidence from the data supports your answer?
Table 1. Average Number of Stomata per Square Millimeter (mm
2
)
of Leaf Surface Area
PLANT IN UPPER EPIDERMIS IN LOWER EPIDERMIS
Anacharis 0 0
Coleus 0 141
Black Walnut 0 160
Kidney Bean 40 176
Nasturtium 0 130
Sunower 85 156
Oats 25 23
Corn 70 88
Tomato 12 130
Water Lily 460 0
Step 2 Make a wet mount of a nail polish stomatal peel to view leaf epidermis using the
following technique:
a. Obtain a leaf. (Te leaf may remain on the plant or be removed.)
b. Paint a solid patch of clear nail polish on the leaf surface being studied. Make a
patch of at least one square centimeter.
c. Allow the nail polish to dry completely.
d. Press a piece of clean, clear cellophane tape to the dried nail polish patch. Using
clear (not opaque) tape is essential here. You might also try pulling the peel away
from the leaf without using any tape and then preparing a wet mount of the peel
with a drop of water and a cover slip.
e. Gently peel the nail polish patch from the leaf by pulling a corner of the tape
and peeling the nail polish of the leaf. Tis is the leaf impression that you will
examine. (Make only one leaf impression on each side of the leaf, especially if the
leaf is going to be lef on a live plant.)
f. Tape the peeled impression to a clean microscope slide. Use scissors to trim away
any excess tape. Label the slide as appropriate for the specimen being examined
and label the side of leaf from which the peel was taken.
g. Examine the leaf impression under a light microscope to at least 400X (or highest
magnifcation). Draw and label what you observe. Can you observe any stomata?
Search for areas where there are numerous stomata.
h. Count all the stomata in one microscopic feld. Record the number.
i. Repeat counts for at least three other distinct microscopic felds and record the
number of stomata.
j. Determine an average number of stomata per microscopic feld.
k. From the average number per microscopic feld, calculate the number of stomata
per 1 mm
2
. You can estimate the area of the feld of view by placing a transparent
plastic ruler along its diameter, measuring the felds diameter, and then
calculating area by using r
2
. (Most low-power felds have a diameter between
1.52.0 mm.)
l. Trade slides with two other lab teams so you examine three diferent slides under
the microscope using the same procedure described above.
Te procedure should have raised several questions about factors that relate to the rate
of transpiration in plants. Some possible questions are listed below, but you may have
others.
What environmental variables might afect the rate of transpiration?
Do all plants transpire at the same rate?
Is there a relationship between the habitat in which plants evolved to their rate of
transpiration?
Rate of transpiration can be measured by a variety of methods, including the use of a
potometer with or without a gas pressure sensor and computer interface or the use of the
whole plant method. Tese methods are detailed in this investigation, but your teacher
may help you substitute another procedure.
If using a gas pressure sensor and computer interface to measure transpiration rate,
your teacher likely will provide instructions. If you are unfamiliar with the use of probes
with computer interface, it is suggested that you spend about 30 minutes learning how to
collect data using the equipment.
Step 1 Design an experiment to investigate one of the aforementioned questions or one of
your own questions to determine the efect of an environmental variable(s) on the rate of
transpiration in plants. When identifying your design, be sure to address the following
questions:
What assumptions are made about the questions being addressed?
Can those assumptions be easily verifed?
Will the measurement(s) provide the necessary data to answer the question under
study?
Step 2 Make a hypothesis/prediction about which environmental factors will have the
greatest efect on transpiration rates. Be sure to explain your hypothesis.
Step 3 Conduct your experiment(s) and record data and any answers to your questions
in your lab notebooks or as instructed by your teacher. Write down any additional
questions that arose during this study that might lead to other investigations that you can
conduct.
Option 1: Potometer with or Without Gas Pressure Sensor
Materials
Representative plant species available
in your region/season, such as
Impatiens (a moisture-loving plant),
Coleus, oleander (more drought toler-
ant), Phaseolus vulgaris (bean seed-
lings), pea plants, varieties of Lycoper-
sicon (tomato), peppers, and ferns
Potometer, which you assemble from
clear plastic tubing, a ring stand with
clamp, and a 0.1-mL or 1.0-mL pipette,
depending on the diameter of the stem
of the plant you choose. Your teacher
will have several diferent sizes of
plastic tubing available. (Te tubing
can be flled using a water bottle or
plastic syringe without a needle.) If
using a syringe, attach it to the end
of the pipette and pull water into the
potometer. (Why should the tubing
be free of air bubbles? Why must the
stem be completely immersed in the
water?) If using a gas pressure sensor,
the tubing is inserted directly into the
device, with no pipettes required. (Te
potometer assembly is illustrated in
Figure 2.)
Fan, heat lamp, water, small plastic
bag, spray bottle with water, salt, and
other materials provided by your
teacher to simulate an environmental
variable
Petroleum jelly to make an airtight
seal between the cut end of stem and
tubing flled with water (You can also
use small clamps to seal without the
goop.)
Bio_T_Lab11_02
0
m
m
1
2
3
4
5
Calibrated
pipette
Plant
cutting
Tight
seal
Water-lled
tube
Potometer
Figure 2. Potometer Assembly
Using a razor blade, carefully cut the plant stem so that its diameter will ft into the piece
of plastic tubing in the potometer assembly. Note that it is ofen helpful to cut the stem
while it is submerged under water to prevent air bubbles from being introduced into the
xylem. Your teacher will provide additional instructions, if necessary. Please be careful
when using the razor blade!
If using the gas pressure sensor to collect data, connect the gas pressure sensor to
the computer interface. Prepare the computer for data collection by opening the fle 10
Transpiration from the Biology with Vernier folder of LoggerPro. If using a pipette to
measure water loss, you will have to determine your method of data collection.
Option 2: Whole Plant Method
Materials
Small potted plant (Impatiens, tomato
seedling, bean seedling, pea plant, etc.)
with many leaves and few fowers
One-gallon size plastic food storage
bag without zipper
String
Step 1 Saturate the plant with water the day/night before beginning your investigation.
Step 2 Carefully remove a plant from the soil/pot, making sure to retain as much of
the root system and keeping soil particles attached to the roots. Wrap the root ball of
the plant(s) in a plastic bag and tie the bag around the base so that only the leaves are
exposed. (Be sure to remove all fowers and buds.) Do not water your plant any more
until you fnish your experiment! You can also keep the plant in the plastic pot and place
it in the plastic bag.
Step 3 Determine the mass of each plant and then its mass for several days under your
environmental condition(s).
Step 4 Record your data in your lab notebook or as instructed by your teacher.
Calculations: Determining Surface Area and Transpiration
Rates
Step 1 In the frst part of this lab, you were asked to investigate methods to calculate leaf
surface area and the surface area of all the leaves on a plant or plant cutting (depending
on your experimental setup). Your teacher may suggest a particular method. Determine
the total surface area of the leaves in cm
2
and record the value.
Step 2 Calculate the rate of transpiration/surface area. If you are using a gas pressure
sensor to collect data, you can express these rate values as kPa/min/cm
2
, where kPa
(kilopascal) is a unit of pressure. Record the rate.
Step 3 Afer the entire class agrees on an appropriate control, subtract the control rate
from the experimental value. Record this adjusted rate.
Step 4 Record the adjusted rate for your experimental test on the board to share with
other lab groups. Record the class results for each of the environmental variables
investigated.
Step 5 Graph the class results to show the efects of diferent environmental variables on
the rate of transpiration. You may need to convert data to scientifc notation with all
numbers reported to the same power of 10 for graphing purposes.
Step 6 Your teacher may suggest you perform statistical analysis (e.g., a T-test) of your
data, comparing results of experimental variable(s) to controls.
Analyzing Results
1. How was the rate of transpiration afected by your choice of experimental variable as
compared to the control?
2. Tink of a way you can efectively communicate your results to other lab groups.
By comparing results and conclusions, explain how changes or variables in
environmental conditions afect transpiration rates.
3. Based on data collected from diferent lab groups, which environmental variable(s)
resulted in the greatest rate of water loss through transpiration? Explain why this
factor might increase water loss when compared to other factors.
4. Why did you need to calculate leaf surface area to determine the rate(s) of
transpiration?
5. What structural or physiological adaptations enable plants to control water loss?
How might each adaptation afect transpiration?
6. Make a prediction about the number of stomata in a leaf and the rate of
transpiration. What type(s) of experiments could you conduct to determine the
relationship between the number of stomata and the rate of transpiration?
7. Create a diagram with annotation to explain how the TACT (transpiration, adhesion,
cohesion, tension) mechanism enables water and nutrients to travel up a 100-f. tree.
Predict how a signifcant increase in ambient (environmental) temperature might
afect the rate of transpiration in this tree. Explain your prediction in terms of TACT
and the role of guard cells in regulating the opening and closing of stomata.
Evaluating Results
1. Was your initial hypothesis about the efect of your environmental variable on the
rate of transpiration supported by the data you collected? Why or why not?
2. What were some challenges you had in performing your experiment? Did you make
any incorrect assumptions about the efect of environmental variables on the rate(s)
of transpiration?
analyze your data? Which calculations, if any, were challenging or required help
from your classmates or teacher?
1. Investigate how guard cells control the opening and closing of stomata, including the
role of abscisic acid and K
+
.
2. Design an experiment to investigate transpiration in two diferent types of plants
one that is drought tolerant and one that requires a signifcant amount of water.
What predictions can you make about the rate of transpiration in each?
3. If you had to revise the design of your experiment, what suggestions would you
make? Why would you make them?
4. If your investigations generated other questions that you might want to research, ask
your teacher if you can conduct other experiments.
Big
Idea
4
Interactions
INVESTIGATION 12
FRUIT FLY BEHAVIOR
What environmental factors trigger a fruit y response?
BACKGROUND
Drosophila melanogaster is an organism that has been studied in the scientifc
community for more than a century. Tomas Hunt Morgan began using Drosophila
melanogaster for genetic studies in 1907. Te common fruit fy lives throughout the
world and feeds on the fungi of rotting fruit. It is a small fy, and one could question
why so much time and efort have been directed to this organism. It is about the size of
President Roosevelts nose on a dime, but despite its small size, the fy is packed with
interesting physical and behavioral characteristics. Its genome has been sequenced,
its physical characteristics have been charted and mutated, its meiotic processes and
development have been investigated, and its behavior has been the source of many
experiments. Because of its scientifc usefulness, Drosophila is a model research
rhythms that include sleeping during the dark and emerging as an adult from a pupa in
the early morning. Tis latter behavior gave rise to the Drosophila genus name, which
means lover of dew. Te explanation for the species name melanogaster should be clear
afer observing the fys physical features. It has a black stomach. No doubt the dew-
loving, black-bellied fy will continue to make contributions to the scientifc community
and to student projects.
Tese investigations explore the environmental choices that fruit fies make. A
choice chamber is designed to give fruit fies two choices during any one test, although
students could also think about how to build an apparatus that would give fruit fies
more than two choices. Adult fruit fies are attracted to substances that ofer food or an
environment in which to lay eggs and develop larvae. Typically those environments are
rotting or fermenting fruit. Adult fruit fies are attracted to bright light, and their larvae
move away from bright light. Adult fruit fies also demonstrate a negative geotaxis; they
climb up in their chambers or vials against gravity. Movement toward a substance is a
positive taxis. Consistent movement or orientation away from a substance is a negative
taxis. In most cases, the experiments done in the choice chamber will be chemotactic
experiments, as indicated by the number of fies that collect on one end of the chamber
or another in response to a chemical stimulus. At some point, students may wish
to investigate if the chemotactic response is greater than a geotactic or phototactic
response. Te fies could also exhibit a behavior that is not oriented toward or away from
the stimulus; rather, the stimulus elicits a random response. Such behavior would be
considered a kinesis.
As students investigate the choices of fruit fies, it will be important for them to
identify the ingredients in the household materials they are testing. Can they discover a
pattern to the behavior of the fies? Are there substances that can attract fruit fies down
in a vertically held chamber? If fruit fies are attracted to a picnic table or a counter in
the kitchen, what attracts them? Are they attracted to the capers in a salad or the fruit
on the counter? Are the fruit fies attracted more to light than to the picnic items? Te
substances to which fruit fies are attracted, such as capers or mustard, typically share
one ingredient, vinegar. However, it is important NOT to tell students about vinegar
or alcohol before they complete the lab. Te investigation will allow them to discover a
pattern in fruit fy behavior, so help them look for patterns in the data that they collect
using the choice chambers. Which of the three responses geotaxis, chemotaxis, or
phototaxis is the strongest for the fies that the students are using?
Although some activities in this investigation are open inquiry, the components in the
beginning are structured inquiry, allowing for students to learn and practice key skills
before they move on to more independent research. In structured inquiry, you provide a
general procedure, but the expected outcome is unknown; once students are comfortable
with techniques and the construction of the choice chambers, they can design and
conduct their own investigation based on questions they have raised. Structured inquiry
is particularly suited for introducing scientifcally nave students to inquiry.
PREPARATION
Fruit fy cultures (approximately 3040 fruit fies per lab group each day)
Choice chambers constructed from two matching plastic water bottles and caps per
lab group
Extra caps to ft water bottles (at least six extra caps per lab group)
Cotton balls with tape to secure the cotton balls (20 per lab group)
A variety of materials to test on Day 2 of the experiment. Use household substances,
including condiments like capers, mayonnaise, mustard, ketchup, salad dressing,
jelly or jam, peanut butter, and yeast; fruits like bananas, melons, apples, etc.; and lab
chemicals like ethanol, ammonia, and distilled water. Small quantities (20 mLs) are
needed.
Safety goggles or glasses
Timers (one for each lab group)
Clear plastic packing tape (one roll)
Droppers for each substance (20 or more)
Dissecting microscopes (one per team)
Tis investigation can be conducted during the study of many topics throughout the
year. It would also be an excellent fnal lab activity to draw together many of the concepts
and big ideas and science practices from the AP Biology Curriculum Framework. Te
investigation pulls together topics such as genetics, animal behavior, development, plant
and animal structures from cells to organs, cell communication, fermentation, and
evolution.
Tis lab requires two to four 50-minute class periods. Te basic part of the lab can be
completed in two class periods. Tis would include the initial experiment with geotaxis
and the basic construction and experimental setup with the choice chamber and food
item taxis. Te student-directed investigation could take up to two additional 50-minute
class periods for the completion of the experiments and collaboration with classmates.
Be fexible in planning the lab because some students groups will take more time than
others.
It is important to allow enough class time for students to complete several trials of
their experiments. Additional time outside of class would be required to complete data
tables and a chi-square analysis of data collected. Set aside class time for presentations of
results by students.
You should monitor the use of chemicals that students use. Tey should not have
access to stock bottles of any chemical, such as an acid or a base, including vinegar,
ammonia, or bleach. As students request materials, the chemicals should be allocated
to dropper bottles or other small bottles.
All chemicals, including household materials, should have a clear label and be
disposed of properly.
Students should wear safety goggles or glasses when working with liquid chemicals.
Students should not eat any of the food items.
Have students bring clear bottles and caps to class. Remind them that a sofer plastic
bottle, such as a water bottle, is easier to cut than a harder plastic bottle, such as a
Gatorade bottle. Choice chamber bottles should be 1216 oz. in size for the initial
experiments, but students may want to bring smaller or bigger bottles for their
independent work.
Remind students to use small amounts of liquid. (Five10 drops should be enough.)
More liquid can cause overfow into the chamber. Te substance must remain on the
cotton balls in the cap to ensure an accurate test of choice.
In one class session, several choice experiments can be done. Small pieces of fruit
could also be used, but students should be sure to frmly adhere the fruit to the
cotton. It is important to change (or clean and dry) the cap afer each choice unless
the same substance is used again.
New fies should be added if the experiment continues beyond the frst day. However,
if the fies are still active at the end of the frst day, students can return them to a
culture vial by tapping the chamber into a funnel placed in the culture vial.
interactions (big idea 4) or to cellular processes (big idea 2), specifcally the capture, use,
and storage of free energy. In addition, some of the questions are likely to connect to big
idea 1 if students explore the evolution of observed behaviors. As always, it is important
indicated below.
2D1: Reinforce the concept that all biological systems from cells and organisms to
populations, communities, and ecosystems are afected by complex biotic and abiotic
interactions involving exchange of matter and free energy.
2E3: Timing and coordination of behavior are regulated by various mechanisms and
are important in natural selection.
4B4: Interactions between and within populations infuence patterns of species
distribution and abundance.
Learning Objectives
systems (cells, organisms, populations, communities, and ecosystems) are afected by
complex biotic and abiotic interactions (2D1 & SP 4.2, SP 7.2).
between a biotic or an abiotic factor and a biological system (cells, organisms,
populations, communities, or ecosystems) (2D1 & SP 5.1).
Te student is able to analyze data to support the claim that response to information
and communication of information afect natural selection (2E3 & SP 5.1).
Te student is able to justify claims, using evidence, to describe how timing and
coordination of behavioral events in organisms are regulated by several mechanisms
(2E3 & SP 6.1).
Te student is able to connect concepts in and across domain(s) to predict how
environmental factors afect response to information and change behavior
(2E3 & SP 7.2).
Te student is able to use visual representations to analyze situations or solve
problems qualitatively to illustrate how interactions among living systems and with
their environments result in the movement of matter and energy (4A6 & SP 1.4).
Te student is able to predict the efects of a change of matter or energy availability on
communities (4A6 & SP 6.4).
Te student is able to use data analysis to refne observations and measurements
regarding the efect of population interactions on patterns of species distribution and
development (4B4 & SP 5.2).
Before students attempt this investigation, they should be able to demonstrate
understanding of the following concepts. Te concepts may have been taught at diferent
times of the year, but they give a conceptual understanding that could help students
formulate questions related to the behavior of Drosophila.
An insect life cycle that includes a complete metamorphosis
(egg, larva, pupa, and adult)
Te role of apoptosis in metamorphosis
Te genetic basis of behavior and role of a taxis
Te types of environmental factors that trigger a behavior
Te generalized structure of sensory organs and neurons
Skills Development
Students will develop the following skills and reinforce their observation skills. Tey
may have worked with fruit fies in previous investigations, so they may be familiar with
some of these skills. If the students are new to working with fruit fies (or other research
animals), care must be taken to ensure the proper care and handling of living organisms.
Determining the sex of fruit fies: While the investigation can be completed without
knowing the sex of the fruit fies, sex identifcation does give students a more
complete understanding of the organism. Use clear visuals (not diagrams) and
dissecting microscopes when instructing students how to determine the sex of the
fies. You can show students Figure 1 to help them determine the sex of fruit fies.
Te sexing of the fies can be completed at any time in the curriculum.
female male
Figure 1. Determining the Sex of Fruit Flies
Preparation of solutions: All solutions should be used from labeled containers and
have some connection to household use. It is interesting to have students make choice
chambers containing mustard, capers, and other condiments. Lab chemicals such as
HCl or NaOH should be no more concentrated than 0.1 M, and care should be given
when these solutions are made and used.
Construction of choice chamber: For eight lab groups, collect at least 16 plastic water
bottles with caps. Sof plastic bottles are best because they are easy to cut. Obtain
extra caps in order to change the conditions for the choice chamber. While all of the
bottles do not need to be the same size, collect pairs of the same type so that each
team has two matching bottles. Te choice chambers can vary in size from team to
team. Students should cut of the bottom of the bottle using scissors, rinse out the
bottle, and dry the bottle with towels if there is any liquid remaining. Ten they
match two bottles end-to-end on the cut side, use clear plastic packing tape to tape
the bottles together, and label one side A and the other B (see Figure 2). Tey can
remove the caps to add cotton balls with the testing substances.
A
B
tape holding
bottles together
Use of diferent-aged fruit fies: Some experiments could be designed using fruit fies
of diferent ages. To set up those cultures, be sure to have fies arrive at least two weeks
before the experiments. Isolate any adult fies into a new vial of food. Tese fies will
then be two weeks old for your tests. Young fies will not emerge until about two
weeks later in the new culture. Te original culture can then be used as young fies if
the adults are let out of the culture the day or two before the experiments.
Use of larvae: Students could design experiments using fruit fy larvae. Te
third instar larvae leave the moist food in a culture and climb up into the dryer
environment of the vial to get ready for pupation. Students should place larvae on a
glass slide to test for chemotaxis or phototaxis. Te larvae will move more easily if a
layer of non-nutrient agar is placed on the slide. Students make the 2% agar by mixing
agar powder and water (2 g and 100 mL water) and heating it. Ten they place it with
an eyedropper in a puddle on the slide. Tey need to wait for the agar to harden to
use as a platform for any experiments using larvae. Tey could also use Knox gelatin
to make a smooth surface by following the recipe to make gelatin with one package of
Knox gelatin to 1 cup of water.
Students must design a controlled experiment for the choice chamber. Tey must be
sure to test the chamber with distilled water to determine if there are any variables, such
as light or the angle of the chamber, that could afect the experiment. Tey should be
advised to make observations and then turn the chamber to see if the fruit fies respond
diferently.
Although it is difcult to count fruit fies accurately, the students should work as
a team to count as accurately as possible. One technique that works is to divide the
chamber into quadrants that are counted separately by four diferent students. Vestigial
wing fies take longer to arrive at the ends of a choice chamber, but they may be easier to
transfer and count because they do not fy.
Students should be warned that fruit fies are escape artists, and care should be taken
to keep the fies contained. Some lost fies can be recaptured by making a fy trap with
a small amount of vinegar or piece of fruit such as a banana or banana peel placed in a
container with a funnel. Be sure that there is space at the bottom of the funnel so that
the fies can enter the beaker to explore the vinegar or fruit. Tey typically do not escape
back up through the funnel.
Moving fies from one container to another can be challenging. Flies are tossed by
using their tendency to move up (their negative geotaxis) to help control their transfer.
To toss fies, students should gently tap a culture of fies on a table to force them down
to the bottom of the culture. Tey must quickly remove the plug from the culture and
place an empty vial on top of the fy culture. Some fies will walk up into the empty vial,
or students could turn the empty vial to the bottom and tap fies into the empty vial.
Students must immediately plug the two vials. To toss fies into a choice chamber, they
use the same technique to tap fies into the bottom of a culture and then quickly invert
the culture into a funnel that is placed into one end of a choice chamber, making sure
that the cap is on the other end of the chamber. Students then tap the culture to place at
least 3040 fies into the chamber, lif up the culture vial, and immediately plug the vial
and cap the chamber. If a culture vial is upside down even with fies in it, very few fies
will escape before it is plugged again.
An additional technique to avoid the problem of fies escaping is to refrigerate them
before the transfer. If vials are chilled for at least 1530 minutes before tossing, they
are easier to transfer. Be sure that the chilling does not add moisture to the culture, as
moisture can make the fies stick to the vials.
Students may have the misconception that fruit fies are attracted to fruit, but they
will determine that it is not the fruit but rather the rotting fruit and the accompanying
chemotaxis to various products, such as vinegar or alcohol, of this decomposition
process that prompts the fys behavior. How can you help students identify the diference
without telling them? Is the chemotaxis a strong taxis? Does a geotaxis or phototaxis
override the chemotaxis?
THE INVESTIGATIONS
You may assign the following as a think, pair/group, share activity, in which pairs or
small groups of students brainstorm ideas and then share them with other groups, or as
a whole-class discussion to assess students understanding of key concepts pertaining to
fruit fies:
Day 1
1. During this discussion, you can assess if your students know what fruit fies are and
when and where they have seen them. Te class should make a list of when and
where they notice fruit fies. Tey should generate a list that may include a bowl of
fruit, a picnic dinner, and someones glass of wine. Students should also view pictures
of fruit fies to recall previous experiments with these model research organisms
used in genetics or population studies.
2. Have the students make observations about fruit fy behavior by conducting the
following very simple geotactic experiment. Students can work in small groups.
a. Using fruit fy cultures, toss at least 10 fies into an empty vial. Do not
anesthetize the fies before this or any of the behavior experiments.
b. Observe the position of the fies in an upright vial sitting in a test tube rack on
the lab table. Do not touch the vial while making observations.
c. Invert the vial and observe the position of the fies afer 15 seconds and afer 30
seconds. Make a list of observed behaviors.
d. Observations should generate questions, including What was the fies response?
Was there an orientation movement? If so, what was the stimulus? Could this be
considered a taxis? Explain your answers.
Day 2
When developing their own investigations, students should choose substances to test
that are interesting to them. Tey may have experiences with fruit fies in their home and
can think about what attracts fies. Tey also may want to fnd a substance that would
repel a fy. Tey can bring substances from home to test, but make sure they obtain your
permission to use the substances before they conduct their tests. Te students should
work in groups to determine the chemotactic response to various food items. Tey
should share and graphically illustrate their results.
Days 34+
Te following are suggestions for the student-directed lab activities based on questions
students ask during their preliminary study of the fruit fies. Teir questions might
include the following: Does the age of a fruit fy afect the speed of their negative geotactic
response? What wavelengths of light stimulate a phototactic response in fruit fies?
Possible investigations generated from students observations and questions include
the following. However, it is suggested that students generate their own questions to
explore.
From an ingredient list, select substances (such as vinegar) that students think might
be afecting fy behavior. Isolate the materials and give the fies a choice.
Determine if the sex of the fy makes a diference in their choice. (An F1 population of
fies with white-eyed males and red-eyed females could be made available.)
Determine if the sight of the material makes a diference by covering up the cotton
ball in paraflm.
Find the efect of light by changing the light source at diferent ends of the chamber or
by studying how fies make choices in diferent colors of light. (Diferent ends of the
chambers could be wrapped in transparent colored flms or acetate.)
Determine if the ripeness of the fruit makes a diference. For example, ripe bananas
could be compared to green bananas.
Determine if fruit fies are attracted to or repelled by carbon dioxide by placing pieces
of Alka-Seltzer in moist cotton balls.
Determine the efect of age or the developmental stage of the fruit fy on choice by
using newly emerged fies in the chamber and/or the third instar larva on a glass slide.
Work with diferent mutants of fruit fies to determine if vestigial or white-eyed fies
(or other mutants) make the same choices. Determine if the Adh-negative mutant
afects the fies response to alcohol. Determine if mutant eye colors (white, cinnabar,
brown) afect the fies response to light.
Are there other organisms that respond like fruit fies? Can you think of any
organisms that respond diferently?
Students should verify the results of their experiment by conducting several trials and
changing the position of the substances at the ends of the chamber.
Tis section describes suggestions for assessing students understanding of the concepts
presented in the investigation, but you are encouraged to develop your own methods
of postlab assessment. Each student (or group of students) should present data from a
repeated, controlled experiment with graphic representation and quantitative analysis of
fruit fy choices.
conclusions in a lab notebook, or have them construct a mini-poster to share with
their classmates.
2. Revisit the learning objectives for the investigation and develop strategies (e.g.,
questions or activities) that can help determine whether or not the learning objective
has been met. For example, one learning objective is Te student is able to analyze
data to identify possible patterns and relationships between a biotic or abiotic factor
and a biological system (2D1 and 5.1). Te student might be asked to complete a
data grid of choice for fruit fies, analyze the data, and draw conclusions. Table 1 is
an example of a data table that students could construct for themselves as they use
the choice chamber (x = number of fies at one of the two ends of the chamber). Te
students may need to adjust the table to indicate multiple trials.
Table 1. Fruit Fly Choices
Substance 1 2 3 4 5 6 7
A A B A B A B A B A B A B A B
1 X X
2 X X X
3 X X X X X
4 X X X X X X
5 X X X X X X X X
6 X X X X X X X X
7 X X X X X X X X X X
3. Complete a chi-square analysis of the results to determine if the distribution of the
fies is signifcant.
based on the concepts studied in this investigation. One good example is the free-
response question about Bursatella leachii (sea slug) from the 1997 AP Biology
Exam.Tese questions could be used to assess students understanding.
One possible extension for this investigation is to ask students to identify another
organism that behaves similarly to the fruit fy and one that they expect would behave
diferently. For example, students could substitute ladybugs, housefies, or mealworms
for fruit fies and construct choice chambers using other substances that they think
might be attractive to these organisms.
www.fruitfy.org Te Berkeley Drosophila Genome Project includes links to images
and other resources for teachers and students. Teachers should consider looking
through this website before beginning the lab to appreciate the breadth of information
about Drosophila.
Flagg, Raymond. Te Carolina Drosophila Manual. Burlington, NC: Carolina Biological
Supply Company, 1988.
Tis is a useful manual that comes with each Drosophila culture order from Carolina.
It may be ordered separately (order number 45-2620 from Carolina Biological Supply
Company). Excellent photographs help teachers and students identify diferent
mutants and give guidance for sexing the fies.
http://www.Flybase.org Tis is a classic database of Drosophila genes and genomes
used extensively by researchers and educators. Tis resource is cited on many other
sites, including the Berkeley Drosophila Genome Project. It is a general database that
could be used by teachers or students who would like to have more information about
any particular mutant.
Gargano, Julia Warner, Ian Martin, Poonam Bhandari, and Michael S. Grotewiel. Rapid
iterative negative geotaxis (RING): a new method for assessing age-related locomotor
decline in Drosophila. Experimental Gerontology 40, no. 5 (May 2005): 386395.
Fruit fies negative geotaxis response declines with age. Tis resource would be
helpful for teachers or students who have designed experiments that use the age of the
fruit fy as a variable.
http://www.hhmi.org Te Howard Hughes Medical Center includes multiple
resources for teachers about fruit fies. Tis is a general resource that could lead to
ideas for experiments or general information about fruit fies before the class begins
the experiments. It includes links to other resources for general information and the
scope of research about Drosophila. Tis resource includes very accessible material
that would be helpful as a teacher begins the experiments.
www.ncbi.nlm.nih.gov Te National Center for Biotechnology Information website
ofers access to biomedical and genomic information. Te database could be used
as extensions for students or teachers interested in some of the specifc sequences of
DNA or proteins that are characteristic of some of the diferent Drosophila mutants.
Raman, Baranidharan, Iori Ito, and Mark Stopfer. Bilateral olfaction: two is better than
one for navigation. Genome Biology 9, no. 3 (2008): 212.
Fruit fy larvae can localize odor sources using unilateral inputs from a single
functional sensory neuron. Tis resource documents the techniques and results of
chemotaxis experiments with Drosophila larvae. It would be useful for teachers or
students interested in designing a lab using the larvae rather than the adult fies.
http://www.ceolas.org/fy Tis is a general resource about fruit fies that has links
to many other resources. Teachers or students interested in fnding more information
about a particular mutant or images of fruit fies or understanding the scope of
research about Drosophila will fnd this resource to be useful.
Weiner, Jonathan. Time, Love, Memory: A Great Biologist and His Quest for the Origins
of Behavior. New York: Alfred A. Knopf, Inc., 1999.
Tis book is a classic read about the behavior of fruit fies as investigated by Seymour
Benzer, one of the great biologists of the 20th century. Tis text is a very good
summary of research completed in classical experiments in physiology and behavior.
It sets the stage for a teacher interested in working with fruit fies. It would be an
excellent book for students to read afer completing the experiments because of the
engaging connections made between Drosophila and the researchers.
Big
Idea
Interactions
4
INVESTIGATION 12
FRUIT FLY BEHAVIOR
What environmental factors trigger a fruit y
response?
BACKGROUND
Drosophila melanogaster, the common fruit fy, is an organism that has been studied in
the scientifc community for more than a century. Tomas Hunt Morgan began using
it for genetic studies in 1907. Te common fruit fy lives throughout the world and
feeds on fruit and the fungi growing on rotting fruit. It is a small fy, and one could
question why scientists have spent so much time and efort on this tiny insect. It is
about the size of President Roosevelts nose on a dime, but despite its small size, the fy
is packed with many interesting physical and behavioral characteristics. Its genome has
been sequenced, its physical characteristics have been charted and mutated, its meiotic
processes and development have been investigated, and its behavior has been the source
of many experiments. Because of its scientifc usefulness, Drosophila is a model research
rhythms that include sleeping during the dark and emerging as an adult from a pupa in
the early morning. Tis latter behavior gave rise to the name Drosophila, which means
lover of dew. Te explanation for the species name melanogaster should be clear afer
observing the fys physical features. It has a black stomach, or abdomen. No doubt
the dew-loving, black-bellied fy will continue to make contributions to the scientifc
community and to student projects.
We begin our investigation with a few simple questions. What do you know about
fruit fies? Have you seen fruit fies outside the lab and, if so, where? Describe where and
when you have noted fruit fies.
3p0
Learning Objectives
To investigate the relationship between a model organism, Drosophila, and its
response to diferent environmental conditions
To design a controlled experiment to explore environmental factors that either attract
or repel Drosophila in the laboratory setting
To analyze data collected in an experiment in order to identify possible patterns and
relationships between environmental factors and a living organism
To work collaboratively with others in the design and analysis of a controlled
experiment
To connect and apply concepts (With the fruit fy as the focal organism, your
investigation could pull together many topics, such as genetics, animal behavior,
development, plant and animal structures from cells to organs, cell communication,
fruit ripening, fermentation, and evolution.)
Do not add substances to the choice chamber unless your teacher has approved them.
If the substance you add is fammable, such as ethanol, use precaution and do not
conduct your experiment near a heat source or fame.
Many of the substances used in this experiment are food items, but you should not
consume any of them.
Fruit fies are living organisms that should not be released to the environment. Afer
all the investigations are complete, fies should be tapped into a morgue through a
funnel. Te morgue typically is a 150-mL beaker that contains about 50 mL of salad
oil or 70% alcohol.
THE INVESTIGATIONS
Getting Started
Tis procedure is designed to help you understand how to work with fruit fies. You may
start with general information about how to determine the sex of a fruit fy. How do
you tell the diference between male and female fies? Is the sex of the fy important to
your investigations? Look at the female and male fruit fies in Figure 1. Ten look at the
fruit fies in Figure 2. Can you identify which ones are female and which ones are male?
Focus on the abdomen of the fies to note diferences.
Figure 1. Determining the Sex of Fruit Flies Figure 2. Fruit Flies
Step 1 Using fruit fy cultures, carefully toss 10 to 20 living fies into an empty vial. Be sure
to plug the vial as soon as you add the fies. Do not anesthetize the fies before this or any
of the behavior experiments.
Step 2 When fies are tossed, they are tapped into an empty vial. Tap a culture vial (push
the vial down on a solid surface several times) on the table to move the fies to the
bottom of the vial. Quickly remove the foam or cotton top and invert an empty vial over
the top of the culture vial. Invert the vials so that the culture vial is on the top and the
empty vial is on the bottom, and tap the fies into the empty container by tapping it on
a solid surface several times. Be sure to hold the vials tightly to keep them together. You
must then separate the vials and cap each separately. Do not try to isolate every fy from
the original culture. It is difcult to separate fies, and you may lose a fy or two in the
process.
Step 3 Afer your lab group has the fies in a vial without food, observe the position of the
fies in your upright vial.
Step 4 Invert the vial, and observe the position of the fies afer 15 seconds and afer 30
seconds.
male female
Step 5 What was the fies response? Did most/all of the fies move in the same general
direction? If so, this might be an orientation movement, which is a movement that is
in response to some stimulus. Based on how you manipulated the vial, to what stimulus
might the fies be responding? Do you think that they were responding to some chemical
change in the vial? Did your observations generate other questions? Explain your
answers.
Procedure
Animals move in response to many diferent stimuli. A chemotaxis is a movement in
response to the presence of a chemical stimulus. Te organism may move toward or
away from the chemical stimulus. What beneft would an organism gain by responding
to chemicals in their environment? A phototactic response is a movement in response to
light. A geotactic response is a movement in response to gravity.
You will investigate fruit fy movement using a choice chamber that exposes the fies
to diferent substances that you insert into the chamber. Because fies are very common
in households (in fact, fruit fies live almost everywhere that humans live), think about
using foods or condiments that might result in a positive or a negative chemotactic
response from the fies. What foods or condiments do you think would attract or repel
fies? Why? Do fruit fies exhibit a response to light or to gravity? How can you alter the
chamber to investigate those variables?
Step 1 Prepare a choice chamber by labeling both ends with a marker one end A and
the other B (see Figure 3). Cut the bottom of the bottles, dry the interior thoroughly,
and tape them together. Remove any paper labels.
tape holding
bottles together
A
B
Place a cap on one end of a chamber before adding fies. Insert a small funnel in the open
end of the chamber and place the chamber upright on the capped end. Tap 2030 fruit
fies into the choice chamber using the funnel.
Step 2 Afer transfer, quickly cap the other end of the chamber.
Step 3 Begin your study of the choice of fies by placing a few (510) drops of distilled
water on two cotton balls, and adhere one moist cotton ball to each end of the chamber.
(Do not add too much of any chemical to the cotton; too much liquid will drip down
into the chamber and afect the experiment by sticking fies to the bottle.) What is the
importance of using distilled water at both ends of the chamber?
Step 4 Lay the chamber down on a white surface or on white paper.
Step 5 Give the fies at least 5 minutes of undisturbed time, and then count (or closely
approximate) the number of fies at each end of the chamber. Create a table to record the
number of fies you fnd at each end (A and B) of the chamber.
Step 6 List all of the substances that you will be testing, and predict what you think the
fies will prefer based on your knowledge of fruit fies.
Step 7 Begin to test each substance you are including in your investigation. Place a few
drops of one substance on a cotton ball. Remove cap A, place the cotton ball in the cap,
and replace the cap on the chamber. Place a cotton ball with distilled water on the other
end. How might you determine which of the substances stimulate a negative chemotaxis
and which stimulate a positive chemotaxis?
Step 8 Lay the chamber down on a light colored surface (or on white paper)
and observe the fies.
Step 9 Give the fies at least 5 minutes of undisturbed time, and then count the number of
fies at each end of the chamber.
Step 10 Change the caps, and give the fruit fies another substance.
Step 11 Gather data for at least four diferent substances. Which substances do fruit fies
prefer? Which do they avoid?
Step 12 Quantify the results and express them graphically. Complete a chi-square
analysis of your results. Using data from the entire class, construct a preference table.
Were your hypotheses about the preferences of fruit fies supported or not? Did the fies
demonstrate a chemotaxis in relation to any of the substances you chose? Can you think
of any reasons for their preferences?
Now that you have discovered the preferences for individual substances, design an
experiment using the choice chamber to compare the preferences of fruit fies to all test
substances or the chemotactic responses of your fies. Create a table that includes the
results comparing all of the substances you tested.
Te following are questions that you could investigate; however, as you worked
through the beginning of this lab, you should have developed your own question and an
investigation to answer that question:
Are all substances equally attractive or repellant to the fruit fies?
Which substances do fruit fies prefer the most?
Which substances do fruit fies prefer the least?
Do preferred substances have any characteristic in common?
What other factors might afect whether or not the fruit fies moved from one part of
your choice chamber to another?
Do you think that it is the fruit itself that attracts the fies? Should they be called fruit
fies or something else?
Some experiments could be designed using fruit fy larvae. Do larvae respond the
same way that adults respond? Are there other factors in the environment that afect
the choice?
What factors must be controlled in an experiment about environmental variables and
behavior?
What is the diference among phototaxis, chemotaxis, and geotaxis? Do fruit fies
demonstrate all of them?
Does a phototactic response override a chemotactic response?
Does the age of the fruit fy change its geotactic response?
Are there other organisms that respond the same as fruit fies? Are there other
organisms that respond diferently from fruit fies?
Analyzing Results
Look for patterns in fy behavior based on the number and ratio of fruit fies on diferent
ends of your choice chamber. How will you determine which of the substances stimulate
the greatest negative chemotactic response and positive chemotactic response? Do you
see any patterns about materials or forces to which fruit fies are attracted?
Develop a method for sharing your results and conclusions to classmates and then
share them!
Evaluating Results
1. Is there anything that was shared by all of the environmental factors to which the
fies were attracted?
2. Is there anything that was shared by all of the environmental factors to which the
fies were repelled?
3. How do you explain the behavior of fruit fies in someones kitchen or in nature
based on the information you collected? Do your data explain all fruit fy
movements? Explain your answers.
One possible extension for this investigation is to identify another organism that behaves
similarly to the fruit fy and one that you expect would behave diferently. For example,
you could substitute ladybugs, housefies, or mealworms for fruit fies and construct
choice chambers using other substances that you think might be attractive to these
organisms.
Big
Idea
Interactions
4
INVESTIGATION 13
ENZYME ACTIVITY*
How do abiotic or biotic factors inuence the rates of
enzymatic reactions?
BACKGROUND
Enzymes speed up chemical reactions by lowering activation energy (that is, the energy
needed for a reaction to begin). In every chemical reaction, the starting materials (the
substrate(s) in the case of enzymes) can take many diferent paths to forming products.
For each path, there is an intermediate or transitional product between reactants and
fnal products. Te energy needed to start a reaction is the energy required to form that
transitional product. Enzymes make it easier for substrates to reach that transitional
state. Te easier it is to reach that state, the less energy the reaction needs.
Enzymes are biological catalysts. Tey are large protein molecules, folded so that they
have very specifcally shaped substrate binding sites. Tese binding sites make substrates
go into the transition state. To catalyze the reaction, several regions of the binding site
must be precisely positioned around the substrate molecules. Any change in the shape of
the overall folded enzyme molecule can change the shape of the binding site.
Te optimum reaction conditions are diferent for each enzyme. Te correct
environmental conditions, proper substrates, and, ofen, particular cofactors associated
with an enzyme are needed. In some instances, the optimum conditions can be deduced
fairly accurately based on the following:
Te organism from which the enzyme is derived
Te part of the organism in which the enzyme functions
Te environmental conditions in which that organism lives
For example, this investigation mentions lactase, the enzyme that catabolizes the
disaccharide sugar lactose into the two monosaccharides, glucose and galactose. In
humans, lactase is found mostly in the small intestine, where the pH is around 7. It
would be reasonable to hypothesize that human lactase is optimally active at pH 7 and
at 37C. Free-living decomposer fungi in soil also produce lactase. However, soil pH
usually is between 5 and 6.5. As could be predicted, the purifed enzyme from a common
soil fungus has a pH optimum of 5.5. Te main enzyme for this lab, peroxidase, is found
in many diferent forms, with optimum pHs ranging from 4 to 11 depending on the
source and optimum temperatures varying from 10 to 70C.
One suggestion for extending the inquiry activities in this lab is to have students
compare peroxidase extracted from diferent vegetables. Ask them, What could you
predict based on what you know about how each vegetable grows? What observations could
you make of the vegetables before extracting enzyme? With this prompt, it is very likely
that one or more students will think about potential diferences in tissue pH or normal
growing temperature for root versus leaf versus fruit. A pH test strip would give a
reasonable estimate of tissue pH, and there will be a large diference (which students can
look up or measure themselves) in the average temperature of a turnip root in soil versus
the aboveground leaves of the same plant.
Before starting this laboratory, students should understand how proteins are made
and establish their fnal structure. Te fnal structure of the protein (in this investigation,
an enzyme) is determined by interactions between its amino acids and the surrounding
environment. Primary structure is the proteins unique sequence of amino acids. Te
protein chain will contain hundreds to a few thousand amino acids (sometimes more)
and can be identifed with an amino end and a carboxyl end. Secondary structure
produces pleated sheets or helices formed by hydrogen bonding throughout
the molecule. Tertiary structure occurs because of the numerous interactions of the
backbone amino acids with various side chains (R groups), such as hydrophilic or
hydrophobic interactions, ionic bonds, and disulfde bridges associated with the amino
acid cysteine. At this point the protein may be active or become a component of the
quaternary structure when two or more subunits unite to form a larger protein. A good
example of a quaternary protein is hemoglobin, which is made up of two and two
subunits associated with four molecules of heme (a nonpolypeptide component), each of
which contains an iron atom that binds oxygen.
Enzymatic proteins are fundamental to the survival of any living system and are
organized into a number of groups depending on their specifc activities. Two common
groups are catabolic enzymes (cata- or kata- from the Greek word for break down;
for instance, amylase breaks complex starches into simple sugars) and anabolic enzymes
(a- or an- from the Greek word anabole, meaning to build up). You can remind
students of stories about athletes who have been caught using anabolic steroids to build
muscle.
Catalytic enzymes that break down proteins, which are called proteases, are found
in many organisms; one example is bromelain, which comes from pineapple and can
break down gelatin and is ofen an ingredient in commercial meat marinades. Papain is
an enzyme that comes from papaya and is used in some teeth whiteners to break down
the bacterial flm on teeth. People who are lactose intolerant cannot digest milk sugar
(lactose); they can take supplements containing lactase, the enzyme they are missing.
All of these enzymes hydrolyze large, complex molecules into their simpler components;
bromelain and papain break proteins down to amino acids, while lactase breaks lactose
down to simpler sugars.
Anabolic enzymes are equally vital to all living systems. One example is ATP synthase,
the enzyme that stores cellular energy in ATP by combining ADP and phosphate.
Another example is rubisco, an enzyme involved in the anabolic reactions of building
sugar molecules in the Calvin cycle of photosynthesis.
To begin this investigation, students will focus on a specifc enzyme, peroxidase,
which is obtained from turnips, one of numerous sources of this enzyme. (Te
peroxidases are a large family of catalytic enzymes that include cousins cytochrome
c peroxidase and catalase.) Using peroxidase, students will develop essential skills to
explore their own questions about enzymes, including the following:
What is the efect of using a variety of temperature ranges on the overall rate of
reaction?
How will diferent pH bufers in the reaction afect the rate of reaction?
Which has a greater efect on the rate of reactionchanging the concentration of
enzyme or changing the concentration of substrate?
What other abiotic or biotic changes could afect an enzymes activity?
Afer developing specifc skills to determine enzymatic activity of peroxidase, students
will have an opportunity to explore the properties of this enzyme on their own. Te
investigation provides an opportunity for students to apply and review concepts they
have studied previously, including the levels of protein structure, energy transfer, entropy
and enthalpy, abiotic and biotic infuences on molecular structure, and the role of
enzymes in maintaining homeostasis. Te laboratory allows students to investigate more
deeply the relationship between structure and function of enzymes; to develop a concise
understanding of a specifc enzymatic reaction; and then to apply their knowledge and
newly acquired skills to answer their own question(s) about enzymatic activity.
Key Vocabulary
Baseline is a universal term for most chemical reactions. In this investigation, the term
is used to establish a standard for a reaction. Tus, when manipulating components
of a reaction (in this case, substrate or enzyme) you have a reference point to help
understand what occurred in the reaction. Te baseline may vary with diferent
scenarios pertinent to the design of the experiment, such as altering the environment in
which the reaction occurs. In this scenario, diferent conditions can be compared, and
the efects of changing an environmental variable (e.g., pH) can be determined.
Rate can have more than one applicable defnition because this lab has two major
options of approach, i.e., using a color palette and/or a spectrophotometer to measure
percent of light absorbance. When using a color palette to compare the change in a
reaction, you can infer increase, decrease, or no change in the rate; this inference is
usually called the relative rate of the reaction. When using a spectrophotometer (or
other measuring devices) to measure the actual percent change in light absorbance, the
rate is usually referred to as absolute rate of the reaction. In this case, a specifc amount
of time can be measured, such as 0.083 absorbance/minute.
PREPARATION
Turnip peroxidase: Extracted from a
turnip of choice (possibly one grown
in your local area): Cut the outer 24
mm of the root surface (a potato peeler
is recommended) and use a blender
in the pulse mode to liquefy 20 grams
in 500 mL of distilled water. Filter
through triple layers of cheesecloth
and then flter the fltrate using coarse
grade flter paper or a cofee flter. Keep
refrigerated. Store in brown bottles.
Some root vegetables have a large
amount of starch. Prepared extracts may
contain a variable amount of fne white
powder foating in suspension. Tis
is excess starch, and it will not go into
solution. If this should appear, simply
place the solution in the refrigerator for
a few hours so that the starch will settle.
Ten, decant the liquid and proceed
with the experiment. Peroxidase
can also be extracted from rutabaga
(Brassica napobrassica), which is
available from commercial vendors and
produces no powdery starch.
Concentrations of peroxidase vary
from species to species, from diferent
growing environments and even the
time of the year. Tus, the sample
you make must be sufcient to run
all intended experiments so that
there is consistency of the enzyme
concentration in each phase. Your
sample may be frozen if time does not
permit you to complete your intended
series and used at a later time, as long
as the frozen material is not older than
three months.
Hydrogen Peroxide (0.1%): A standard
solution of 3% H
2
O
2
is available at most
drug stores. Combine 15 mL of H
2
O
2

with 435 mL of distilled water to make
a 0.1% solution. Keep refrigerated, and
store in brown bottles.
Guaiacol: Available from numerous
suppliers. Dilute 1.5 mL with 500 mL
distilled water. Although very rarely,
guaiacol has been reported as a skin
irritant at high concentrations. Care
should be taken when making the
frst dilution since the stock solution
is 9698 percent pure. Guaiacol is
weakly soluble in water, so make the
solution the day before and store it
in a refrigerator. On the day of the
experiment, place the solution in small
brown bottles and keep cold. Keep out
of direct light because guaiacol is light
sensitive. As long as the original stock
bottle is kept in the refrigerator, it will
last for years.
Bufers: You can make your own
phosphate bufers to ft the needs of
your experiment, but for simplicity
and storage, pHydrion bufers are
recommended. A good range of bufers
is pH 3 - 5 - 6 - 7 - 8 - 10.
Other Supplies
Laboratory notebook
Distilled or deionized water
Test tubes of approximately 16 x 150
mm and appropriate test tube rack. Each
student group will need approximately
14 test tubes.
Timer
1, 5, and 10 mL graduated pipettes,
pipette pumps, or syringes, probably as
series of 1, 2, 5, and 10 mL.
Tis laboratory investigation is designed to be performed without a spectrophotometer,
but a spectrophotometer or probes with computer interface can be used.
Tis investigation requires approximately three to four lab periods of about 45
minutes each, depending on student interest and how far students want to take their
investigation. Te skills set requires approximately 40 minutes for students to work
through it. Students can work in pairs or small groups to accommodate diferent class
sizes. Time should be allotted for students to research their questions before designing
their experiment. Plan additional time for students to present their results and
conclusions to their peers, perhaps in the form of a mini-poster session or traditional
laboratory report.
Instructors and students should always adhere to general laboratory safety procedures
and wear proper footwear, safety goggles or glasses, laboratory coats, and gloves.
Use proper pipetting techniques; use pipette pumps, syringes, or rubber bulbs, and
never use your mouth. Dispose of any broken glass in the proper container. Since the
concentrations of the reactive materials in this laboratory are environmentally friendly
(0.1% hydrogen peroxide and 0.3% guaiacol), they can be rinsed down a standard
laboratory drain. Te concentrations used in the investigations are deemed to be safe
by all chemical standards, but recall that any compound has the potential to harm the
environment.
processes (big idea 2), including the structure and function of enzymes, or while
exploring interactions at the molecular level (big idea 4). As always, it is important to
and ecosystems are afected by complex biotic and abiotic interactions involving
4A1: Te subcomponents of biological molecules and their sequence determine the
properties of that molecule.
4B1: Interactions between molecules afect their structure and function.
Learning Objectives
systems are afected by complex biotic and abiotic interactions (2D1 & SP 4.2, SP 7.2).
Te student is able to use models to predict and justify that changes in the
subcomponents of a biological polymer afect the functionality of the molecule (4A1
& SP 6.1, SP 6.4).
Te student is able to analyze data to identify how molecular interactions afect
structure and function (4B1 & SP 5.1).
Before students investigate enzymes, they should be able to demonstrate understanding
of the following concepts. Te concepts may be scafolded according to level of skills and
conceptual understanding.
Basic protein structure
Te concept of induced ft
Te role of enzymes
Tat structure, function, and environment are all required for maximal function of
enzymatic reactions
Skills Development
Students will develop/reinforce the following skills:
Using pipettes to measure solutions
Using pH indicators to determine environmental conditions that may infuence the
reaction activity of enzymes
One challenge for students is coordinating the timing of the enzymatic reaction(s) and
collecting data. Instruct students that as soon as they combine the contents of the test
tube with substrate and the test tube with enzyme, they must immediately begin timing
the reaction.
Te key to having excellent results is measuring the amount of each solution as
accurately as possible. Check that both tubes (substrate and enzyme) have equal amounts
of liquid by holding the tubes next to each other. Te student must always use a clean
measuring apparatus for each solution. Make sure that students label each measuring
device for the specifc solution used and then use it for only that material (e.g., distilled
water, guaiacol, hydrogen peroxide, and enzyme).
For Procedure 2, students must replace the 6.0 mL of distilled water in their original
enzyme tube with 6.0 mL of a specifc pH bufer. Students then compare reaction rates.
THE INVESTIGATIONS
Have students review the importance of the structure of an organic molecule to its
overall function. Make sure that students review the laboratory equipment they are to
use and understand units of measure, especially since a 1.0 mL pipette is used and its
divisions are 0.1 and 0.01 mL. An error in measurement may then be expressed by a
power of 10.
Procedure 1: Developing a Method for Measuring Peroxidase
in Plant Material and Determining a Baseline
Procedures 1 and 2 are designed to help students understand concepts related to the
activity of enzymes before they design and conduct their own investigation.
A basic enzymatic and substrate reaction can be depicted as follows:
Enzyme + Substrate Enzyme-Substrate Complex Enzyme + Products + G
For this investigation the specifc reaction is as follows:
(Peroxidase + Hydrogen Peroxide Complex Peroxidase + Water + Oxygen)
2H
2
O
2
2H
2
O + O
2
(gas)
Peroxidase is an enzyme that breaks down peroxides, such as hydrogen peroxide, and
is produced by most cells in their peroxisomes. Peroxide is a toxic byproduct of aerobic
metabolism. Various factors abiotic and biotic could have a major infuence on the
efciency of this reaction.
To determine the rate of an enzymatic reaction, a change in the amount of at least
one specifc substrate or product is measured over time. In a decomposition reaction of
peroxide by peroxidase (as noted in the above formula), the easiest molecule to measure
is oxygen gas, a fnal product. Tis can be done by measuring the actual volume of
oxygen gas released or by using an indicator. In this experiment an indicator for oxygen
will be used. Te compound guaiacol has a high afnity for oxygen, and in solution,
it binds instantly with oxygen to form tetraguaiacol, which is brownish in color. Te
greater the amount of oxygen produced, the darker brown the solution will become.
Qualifying color is a difcult task, but a series of dilutions can be made and then
combined on a palette, which can represent the relative changes occurring in the
reaction. A color palette ranging from 1 to 10 (Figure 1) is sufcient to compare relative
amounts of oxygen produced, or the color change can be recorded as a change in
absorbency using a variety of available meters, such as a spectrophotometer or a probe
system. Using a color palette is a relative way to compare a change and is therefore
qualitative. To collect quantitative data, a spectrophotometer or probe system is required.
A sample baseline palette is shown in Figure 2.
Another suggestion is to make a maximally converted solution of tetraguaiacol and then
prepare serial dilutions.
1. Prepare a mixture equivalent to 10 replicate reactions containing the bufer, enzyme,
and substrate.
2. Incubate the mixture overnight so that all of the guaiacol converts to product. Te
concentration of guaiacol in the original mixture is known, so the concentration of
brown product is simply that same concentration divided by 4 (tetraguaiacol). Make
a series of dilutions (10% brown product, 20% brown product, etc.) and place them
in test tubes. Students now have a color comparison chart that provides a specifc
concentration of fnal product.
3. You and your students can use the amount of product formed overall to construct a
graph and calculate enzyme reaction rate.
Procedure 2: Determining the Effect of pH on Enzymatic
Activity
Numerous variables can be employed to observe the efects on the rate of an enzymatic
reaction and possibly the specifc ft of the enzyme with the substrate. In Procedure
2, students examine the efects of various pH solutions via the color change and then
compare their results by graphing pH versus color change (if using a spectrophotometer
the pH to percent of light absorbance, as shown in the sample data table in Table 1).
Table 1. Sample Data Table: Changes in Absorbance at Different pH
pH 3 5 6 7 8 10
-0.001 0.663 0.347 0.170 0.047 0.003
Figure 1. Turnip Peroxidase Color Chart Figure 2. Turnip Peroxidase Baseline
Te following questions are presented in the student version of this investigation under
Designing and Conducting Your Investigation.
In Procedure 1, was the limiting factor of your base line reaction the enzyme or the
substrate? How could you modify the procedure you learned to answer this question?
If students are not able to think this through on their own, remind them that in
an enzymatic reaction a ft of the substrate and enzyme must be accomplished. Te
reaction is dynamic and requires the two to join together. Whichever material is present
in smaller amount will thus determine the rate of the reaction. Terefore, students
simply would perform two tests varying the substrate in one while keeping the enzyme
the same and the reverse in the other. Remember, the volume must always be the same;
thus, if students reduced the enzyme by 0.5 mL, they would have to increase the distilled
water by 0.5 mL. In another test they would modify the hydrogen peroxide in a similar
manner.
What are three or four factors that vary in the environment in which organisms live?
Which of those factors do you think could afect enzyme activity? How would you
modify your basic assay to test your hypothesis?
Students already have the basic assay needed to explore enzymes in diferent
environments. Tey need only to develop a hypothesis and decide how to vary the basic
experimental procedures to answer the question above. Ten students perform the
experiment(s) and report whether their results support or contradict their hypotheses.
(It is not recommended that students pursue the role of inhibitors in enzymatic
reactions. Many inhibitors will also work on the humans enzymatic networks, so you do
not want students to handle inhibitors in the laboratory.)
Sample results for investigations that students might choose to explore are shown in
the following fgures and tables. Figure 3 shows a typical color palette for the efect of
diferent temperatures or enzyme concentration on peroxidase activity.
Figure 3. The Effect of Temperature and Enzyme Concentration on Enzymatic Reactions
Table 2 and Figure 4 show possible results for the efect of diferent temperatures on
peroxidase activity (changes in light absorbance) if students use a spectrophotometer to
collect data.
Table 2 and Figure 4 show possible results for the efect of diferent temperatures on
peroxidase activity (changes in light absorbance) if students use a spectrophotometer to
collect data.
Table 2. The Effect of Various Temperatures on Peroxidase Activity
Temperature 4C 15C 25C 43C 55C 70C 100C
0.106 0.177 0.251 0.312 0.289 0.164 0
Temperature in Degress Celcius
0 20 40 60 80 100 120
0.4
0.3
0.2
0.1
0
A
b
s
o
r
b
a
n
c
e

A
f
t
e
r
3

M
i
n
u
t
e
s
Figure 4. Effects of Temperature Change on Light Absorbance After Three Minutes
Table 3 and Figure 5 show possible results for the efect of diferent enzyme and/or
substrate concentrations on peroxidase activity (changes in light absorbance) if students
use a spectrophotometer to collect data.
Table 3. Effect of Different Enzyme and Substrate Concentrations on Peroxidase Activity
0 min. 1 min. 2 min. 3 min. 4 min. 5 min.
Baseline 0 0.083 0.141 0.198 0.287 0.314
2X
enzyme
0 0.131 0.244 0.366 0.433 0.469
1/2X
enzyme
0 0.038 0.070 0.091 0.120 0.151
2X
substrate
0 0.080 0.152 0.241 0.298 0.345
1/2X
substrate
0 0.080 0.139 0.198 0.270 0.287
Minutes
Baseline
2x enzyme
_x enzyme
2x substrate
_x substrate
0 1 2 3 4 5
0.5
0.4
0.3
0.2
0.1
0
A
b
s
o
r
b
a
n
c
e
Figure 5. Effect of Different Enzyme and Substrate Concentrations on Peroxidase Activity
Investigating Other Enzymes and Reactions
Tis section is supplemental, as not all students will be ready for it. Similarly, not all
schools will have the requisite time and resources. It requires that the student think
outside the box to conduct outside online or library research on an enzyme of specifc
interest or explore a particular enzyme-catalyzed process in more detail. If included,
a nonlab mini-research project requires additional time for students to present their
results and conclusions to their peers, perhaps in the form of a mini-poster session or
traditional laboratory report.
Before students proceed to designing and conducting their own nonlab
investigations/research projects based on the following suggested topics, it is helpful to
steer them in the right direction to gather some preinvestigation information.
Topic A: Ask students to investigate enzymes that appear to be conserved across all
living domains (bacteria, fungi, plants, and animals). Students research should raise
questions, including How similar are the enzymes in function, structure, and usage? For
example, a specifc dehydrogenase has been found in E. coli, corn, horse liver, and sheep.
Does this mean that the enzyme evolved numerous times in numerous organisms or just
once early in the history of life? Does the enzyme function the same in each organism? How
similar is the DNA for this enzyme? How do organisms live in extreme environments, such
as hot springs? Tere are many similar enzyme systems both catabolic and anabolic
that are found across our current and historical living domains. Students can fnd
examples on the Internet and develop presentations for the class that address concerns,
ideas, and conclusions.
Considering Topic A: Students must search the Internet for a specifc enzyme. Using
bioinformatics, students can investigate specifc DNA sequences that are common for a
particular enzyme. Resources for this type of information include http://www.ncbi.
nlm.nih.gov/Class/minicourses/ and Incorporation of Bioinformatics Exercises into
the Undergraduate Biochemistry Curriculum (see Supplemental Resources).
Topic B: To understand how organisms survival is linked to enzymatic reactions,
the role of abiotic factors needs to be addressed. Ask the students to assume the role
of a farmer growing soybeans. What would be the best soil conditions for maximum
productivity? Can you fnd examples that would support or reject the concept that
survival is a matter of a best-ft scenario for the organism and its abiotic and biotic
pressures as related to enzymes? Can you suggest which abiotic factors need to be
examined and then perform an experiment that might support your hypothesis?
Develop a presentation for the class that helps to address your conclusions.
Considering Topic B: Soil science is a major course of study in agricultural programs.
Many specialty farmers use soil science to enhance their crops. For example, Nalo Farms
in Hawaii will condition the soil to be slightly acidic when growing leafy vegetables
or slightly basic when growing tomatoes. Some seeds will germinate better in light
(tobacco) while others germinate in darkness. Te same preferences can be noted for
temperature conditions and soil salinity. Numerous colleges and universities have
available soil science sites on the Internet. Students can explore these websites to gather
information to begin their investigative research.
Topic C: Ask students to consider evolutionary questions such as Have plants evolved
diferent characteristics to cope with specifc abiotic conditions, such as salt marsh (salinity
issues), high mountain pastures, deserts, acidifed environments (acid rain), and estuaries?
Are there diferent optimums for the same abiotic factors within diferent plants? Have
plants evolved over time because of the infuence or selectivity due to the abiotic factors
associated with their environments? Students can develop presentations for the class that
help address their conclusions.
Considering Topic C: Te key to understanding evolution and natural selection
is grasping that variations in a population of a species aid in the selective forces of
the environment. To investigate this concept, some students might simply buy a few
packages of seeds of a particular leafy vegetable, root vegetable, tomato, etc., and then
grow them in varying conditions (salinities, temperatures, and so forth). Other students
may choose to do nonlab mini-research projects on the topic. Although the links among
growth, environment, and enzymes are more difcult to connect, regardless of their
approach, students are establishing a protocol to do further work on those plants that
vary tremendously from each other.
1. Review the learning objectives and students answers to analysis questions that you
ask. Do students understand the concepts? You can use the learning objectives to
generate questions.
2. Review the students experimental evidence. Did they make the appropriate
measurements and graphs to refect their results? Can they draw conclusions from
their data?
3. Have the students prepare laboratory notebooks and record their experimental
designs, data, graphs, results, and conclusions. Tey can also present their work in
the form of a mini-poster.
Homeostasis is also discussed when studying hormonal interactions (e.g., sugar balance
with insulin and glucagon or water balance with diuretics and antidiuretics). Ask
students to make a strong argument for the role of enzymes in maintaining homeostasis
at the cellular level.
Assay for peroxidase and guaiacol, Faizyme Laboratories,
http://faizyme.com/assaperg.htm
Tis website contains general information about the peroxidase and guaiacol reaction.
Incorporation of Bioinformatics Exercises into the Undergraduate Biochemistry
Curriculum provides information if students opt to investigate Topic A as a
supplemental mini-research project. http://bioquest.org/bedrock/san_
diego_01_07/projectfles/fulltext_ID=113449540&PLACEBO=IE.pdf
Kubo, Akihiri, Hikan, et al., Cloning and Sequencing of a cDNA Encoding Ascorbate
Peroxidase from Arabidopsis thaliana, Molecular Biology, Vol. 18, Number 4,
691701. Tis paper supports supplemental research Topic A.
http://www.ncbi.nlm.nih.gov/pubmed/1558944
http://www.ncbi.nlm.nih.gov/Class/minicourses/ Tis site introduces available
online resources and is valuable if students choose to investigate supplemental
research Topic A.
Soil Food Web. Students who would like to investigate supplemental research Topic B
can perform a Google search to explore literally thousands of entries on soil, food,
plant growth, and the role of the environmental in crop production.
Big
Idea
Interactions
4
INVESTIGATION 13
ENZYME ACTIVITY*
How do abiotic or biotic factors inuence the rates
of enzymatic reactions?
BACKGROUND
Enzymes are the catalysts of biological systems. Tey speed up chemical reactions in
biological systems by lowering the activation energy, the energy needed for molecules
to begin reacting with each other. Enzymes do this by forming an enzyme-substrate
complex that reduces energy required for the specifc reaction to occur. Enzymes have
specifc shapes and structures that determine their functions. Te enzymes active site
is very selective, allowing only certain substances to bind. If the shape of an enzyme is
changed in any way, or the protein denatured, then the binding site also changes, thus
disrupting enzymatic functions.
Enzymes are fundamental to the survival of any living system and are organized into
a number of groups depending on their specifc activities. Two common groups are
catabolic enzymes (cata or kata- from the Greek to break down) for instance,
amylase breaks complex starches into simple sugars and anabolic enzymes (a- or
an- from the Greek to build up). (You may know this second word already from
stories about athletes who have been caught using anabolic steroids to build muscle.)
Catalytic enzymes, called proteases, break down proteins and are found in many
organisms; one example is bromelain, which comes from pineapple and can break down
gelatin. Bromelain ofen is an ingredient in commercial meat marinades. Papain is an
enzyme that comes from papaya and is used in some teeth whiteners to break down
the bacterial flm on teeth. People who are lactose intolerant cannot digest milk sugar
(lactose); however, they can take supplements containing lactase, the enzyme they are
missing. All of these enzymes hydrolyze large, complex molecules into their simpler
components; bromelain and papain break proteins down to amino acids, while lactase
breaks lactose down to simpler sugars.
Anabolic enzymes are equally vital to all living systems. One example is ATP
synthase, the enzyme that stores cellular energy in ATP by combining ADP and
phosphate. Another example is rubisco, an enzyme involved in the anabolic reactions of
building sugar molecules in the Calvin cycle of photosynthesis.
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To begin this investigation, you will focus on the enzyme peroxidase obtained from
a turnip, one of numerous sources of this enzyme. Peroxidase is one of several enzymes
that break down peroxide, a toxic metabolic waste product of aerobic respiration. Using
peroxidase, you will develop essential skills to examine your own questions about
enzyme function.
Later, you will have an opportunity to select an enzyme, research its properties
and mode of reaction, and then design an experiment to explore its function. Te
investigation also provides an opportunity for you to apply and review concepts you
have studied previously, including the levels of protein structure, energy transfer, abiotic
and biotic infuences on molecular structure, entropy and enthalpy, and the role of
enzymes in maintaining homeostasis.
Learning Objectives
To understand the relationship between enzyme structure and function
To make some generalizations about enzymes by studying just one enzyme in
particular
To determine which factors can change the rate of an enzyme reaction
To determine which factors that afect enzyme activity could be biologically
important
Follow general laboratory safety procedures. Wear proper footwear, safety goggles or
glasses, a laboratory coat, and gloves. Use proper pipetting techniques, and use pipette
pumps, syringes, or rubber bulbs. Never pipette by mouth! Dispose of any broken
glass in the proper container. Since the concentrations of the reactive materials in this
laboratory are environmentally friendly (0.1% hydrogen peroxide and 0.3% guaiacol),
they can be rinsed down a standard laboratory drain. Te concentrations used here
are deemed to be safe by all chemical standards, but recall that any compound has
the potentiality of being detrimental to living things and the environment. When you
develop your individual investigations you must always consider the toxicity of materials
used.
Key Vocabulary
Baseline is a universal term for most chemical reactions. In this investigation the term
is used to establish a standard for a reaction. Tus, when manipulating components of
a reaction (in this case, substrate or enzyme), you have a reference to help understand
what occurred in the reaction. Te baseline may vary with diferent scenarios pertinent
to the design of the experiment, such as altering the environment in which the reaction
occurs. In this scenario, diferent conditions can be compared, and the efects of
changing an environmental variable (e.g., pH) can be determined.
Rate can have more than one applicable defnition because this lab has two major
options of approach, i.e., using a color palette and/or a spectrophotometer to measure
percent of light absorbance. When using a color palette to compare the change in a
reaction, you can infer increase, decrease, or no change in the rate; this inference is
usually called the relative rate of the reaction. When using a spectrophotometer (or
other measuring devices) to measure the actual percent change in light absorbance, the
rate is usually referred to as absolute rate of the reaction. In this case, a specifc amount
of time can be measured, such as 0.083 absorbance/minute.
THE INVESTIGATIONS
Getting Started
Procedure 1: Developing a Method for Measuring Peroxidase
in Plant Material and Determining a Baseline
Peroxide (such as hydrogen peroxide) is a toxic byproduct of aerobic metabolism.
Peroxidase is an enzyme that breaks down these peroxides. It is produced by most cells
in their peroxisomes.
Te general reaction can be depicted as follows:
Enzyme + Substrate --> Enzyme-Substrate Complex --> Enzyme + Product(s) + G
For this investigation the specifc reaction is as follows:
Peroxidase + Hydrogen Peroxide --> Complex --> Peroxidase + Water + Oxygen
2H
2
O
2
2H
2
O + O
2
(gas)
Notice that the peroxidase is present at the start and end of the reaction. Like all
catalysts, enzymes are not consumed by the reactions. To determine the rate of an
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enzymatic reaction, you must measure a change in the amount of at least one specifc
substrate or product over time. In a decomposition reaction of peroxide by peroxidase
(as noted in the above formula), the easiest molecule to measure would probably be
oxygen, a fnal product. Tis could be done by measuring the actual volume of oxygen
gas released or by using an indicator. In this experiment, an indicator for oxygen will
be used. Te compound guaiacol has a high afnity for oxygen, and in solution, it binds
instantly with oxygen to form tetraguaiacol, which is brownish in color. Te greater the
amount of oxygen gas produced, the darker brown the solution will become.
Qualifying color is a difcult task, but a series of dilutions can be made and then
combined on a palette, which can represent the relative changes occurring during the
reaction. A color palette/chart ranging from 1 to 10 (Figure 1) is sufcient to compare
relative amounts of oxygen produced. Alternatively, the color change can be recorded as
a change in absorbency using a variety of available meters, such as a spectrophotometer
or a probe system. (Information about the use of spectrophotometers and/or probe
systems is found in the Additional Information section of this investigation.)
Figure 1. Turnip Peroxidase Color Chart
Materials
Turnip peroxidase
0.1% hydrogen peroxide
Guaiacol
Distilled (deionized) water
2 test tubes (approximately 16 x 150
mm) and appropriate test tube rack
Timer
pipette pumps, or syringes (1, 2, 5, and
10 mL)
Tis investigation is designed to be performed without a spectrophotometer, but your
teacher may ask you to use a spectrophotometer or probe system. If so, additional
equipment may be required.
Step 1 Using two 16 x 150 mm test tubes, mark one substrate and the other tube
enzyme. To the substrate tube, add 7 mL of distilled water, 0.3 mL of 0.1 percent
hydrogen peroxide, and 0.2 mL guaiacol for a total volume of 7.5 mL. Cover the test tube
with a piece of Paraflm and gently mix.
Step 2 To the enzyme tube, add 6.0 mL of distilled water and 1.5 mL of peroxidase for a
total volume of 7.5 mL. Cover the test tube with a piece of Paraflm and gently mix.
Step 3 Combine the contents of the two tubes (subtrate and enzyme) in another 16 x 150
mL test tube, cover the tube with Paraflm, invert twice to mix, and place the tube in a
test tube rack. Immediately begin timing the reaction.
Step 4 Observe the color change for the next 5 minutes. Rotate the tube before each
reading. Record the observed color at 0, 1, 2, 3, 4, and 5 minutes. (A cell phone and/or
camera are excellent ways to record color change.)
Step 5 Use the color palette/chart (Figure 1) to help you quantify changes in color over
time. Graph your data in your laboratory notebook.
Consider the following questions before you proceed to the next experiment:
You measured the color change at diferent times. Which time will you use for your
later assays? Why? (Te time/color change that you select will serve as your baseline
for additional investigations.)
When you use this assay to assess factors that change enzyme activity, which
components of the assay will you change? Which will you keep constant?
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Procedure 2: Determining the Effect of pH on Enzymatic
Activity
Numerous variables can be employed to observe the efects on the rate of an enzymatic
reaction and possibly the specifc ft of the enzyme with the substrate.
What do you predict will occur if the pH in the reaction changes? How do you justify
your prediction?
Materials
Turnip peroxidase
0.1% hydrogen peroxide
Guaiacol
Bufers with range of pH
Distilled (deionized) water
12 test tubes (approximately 16 x
150 mm) and appropriate test tube
rack
Timer
pipette pumps, or syringes (1, 2, 5,
and 10 mL)
Spectrophotometer or probe system
Step 1 Using clean 16 x 150 mL test tubes, make six sets of pairs of original substrate and
enzyme tubes for a total of 12 tubes or 6 pairs. Tis time you will substitute a diferent
pH bufer for the distilled water used in the original enzyme tubes. Prepare the tubes as
follows and be sure to label them.
For each substrate tube in a pair, add 7 mL of distilled water, 0.3 mL of hydrogen
peroxide, and 0.2 mL of guaiacol for a total volume of 7. 5 mL.
For each enzyme tube in the pair, add 6.0 mL of a specifc pH solution and 1.5 mL of
peroxidase for a total volume of 7.5 mL. For example, in the enzyme tube of the frst
pair, you can substitute 6.0 mL of bufer solution of pH 3 for the distilled water; in the
enzyme tube of the second pair, you can substitute 6.0 mL of bufer solution of pH 5
for the distilled water, and so forth.
Cover each test tube with a piece of Paraflm, and gently mix.
Step 2 Combine the substrate and enzyme tubes for all six pairs (total volume 15.0 mL
per pair), cover with Paraflm, gently mix, and place the tubes back in the test tube rack.
Immediately begin timing the reactions.
Step 3 Record the observed color for each tube at 0 minutes and again at the time you
chose based on your results in Procedure 1. (Again, a cell phone and/or camera are
excellent ways to record color change.)
Step 4 Use the palette/color chart (Figure 1) to help you quantify the changes you observe.
Graph your data as color intensity versus pH. What conclusions can you draw from your
results?
You now have the basic information and tools needed to explore enzymes in more depth
on your own. In this part of the lab, you will do just that. You will have the chance to
develop and test your own hypotheses about enzyme activity. To help you get started,
read the following questions, and write your answers in your laboratory notebook.
In Procedure 1, was the limiting factor of your baseline reaction the enzyme or the
substrate? How could you modify the procedure you learned to answer this question?
What are three or four factors that vary in the environment in which organisms live?
Which of those factors do you think could afect enzyme activity? How would you
modify your basic assay to test your hypothesis?
Design and conduct an experiment to investigate an answer(s) to one of the questions
above or another question that might have been raised as you conducted Procedures 1
and 2. Remember, the primary objective of the investigation is to explore how biotic and
abiotic factors infuence the rate of enzymatic reactions.
Analyzing Results
From the data that you collected from your independent investigation, graph the results.
Based on the graph and your observations, compare the efects of biotic and abiotic
environmental factors on the rate(s) of enzymatic reactions and explain any diferences.
Additional Information
If a spectrophotometer is available, the following information is useful.
Te use of measuring devices can better quantify your results. Using a
spectrophotometer, you can select a specifc wavelength to ft the color/pigment
expected in an experiment. Te change in the amount or concentration of color/pigment
may be measured as absorbance (amount of the wavelength trapped by the pigment) or
transmittance (amount of the wavelength that is not trapped by the pigment).
For Procedure 1:
1. Turn on your spectrophotometer approximately 10 to 15 minutes prior to
starting the investigation so that it will warm up appropriately.
2. To measure the amount of the compound tetraguaiacol, set the wavelength to
470 nm.
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3. Set your machine at zero absorbance using a blank containing all the appropriate
materials except the substrate (i.e., 13.3 mL of distilled water, 0.2 mL of guaiacol, and
1.5 mL of enzyme extract = 15 mL total).
4. Determine the baseline.
A. Using two 16 x 150 mm test tubes, label one substrate and the other enzyme.
Substrate tube: 7 mL of distilled water, 0.3 mL of hydrogen peroxide, and 0.2 mL
guaiacol (total volume 7.5 mL) Enzyme tube: 6 mL of distilled water and 1.5 mL
of peroxidase (total volume 7.5 mL)
B. Combine the materials of the substrate and enzyme tubes. Mix the tubes twice
and pour into a cuvette. (When mixing or rotating always cover the opening of
the cuvette with Paraflm.)
C. Place the cuvette into the spectrophometer and record absorbance; this is your
initial or 0 time reading. Remove the tube. Repeat recording absorbance at 1,
2, 3, 4, and 5 minutes. Be sure to rotate (use Paraflm to cover) the tube and also
clean its surface with a scientifc cleaning wipe before each reading.
5. Record and graph your data.
For Procedure 2:
Follow steps 1, 2, and 3 above. In step 4, set up as outlined above. Make an initial
reading at time 0 and a second reading at the time you chose as optimal based on
results obtained in Procedure 1. Record and graph your data.
Appendix A A1
Appendix A
AP BIOLOGY EQUATIONS AND
FORMULAS
STATISTICAL ANALYSIS AND PROBABILITY
s = sample standard deviation (i.e., the sample
based estimate of the standard deviation of the
population)
x = mean
n = size of the sample
o = observed individuals with observed genotype
e = expected individuals with observed genotype
Degrees of freedom equals the number of distinct
possible outcomes minus one.
Standard Error Mean
Standard Deviation Chi-Square
CHI-SQUARE TABLE
Degrees of Freedom
p 1 2 3 4 5 6 7 8
0.05 3.84 2.99 7.82 9.49 11.07 12.59 14.07 15.51
0.01 6.64 9.32 11.34 13.28 15.09 16.81 18.48 20.09
LAWS OF PROBABILITY
If A and B are mutually exclusive, then P (A or B) = P(A) + P(B)
If A and B are independent, then P (A and B) = P(A) x P(B)
HARDY-WEINBERG EQUATIONS
p
2
+ 2pq + q
2
= 1 p = frequency of the dominant
allele in a population
p + q = 1 q = frequency of the recessive
allele in a population
METRIC PREFIXES
Factor Prex Symbol
10
9
giga G
10
6
mega M
10
3
kilo k
10
-2
centi c
10
-3
milli m
10
-6
micro
10
-9
nano n
10
-12
pico p
Mode = value that occurs most frequently in a data set
Median = middle value that separates the greater and lesser halves of a data set
Mean = sum of all data points divided by number of data points
Range = value obtained by subtracting the smallest observation (sample minimum) from the greatest (sample maximum)
A2 Appendix A
RATE AND GROWTH
Water Potential ()
= p + s
p = pressure potential
s = solute potential
The water potential will be equal to the
solute potential of a solution in an open
container, since the pressure potential
of the solution in an open container is
zero.
The Solute Potential of the Solution
s = iCRT
i = ionization constant (For sucrose
this is 1.0 because sucrose does not
ionize in water.)
C = molar concentration
R = pressure constant (R = 0.0831 liter
bars/mole K)
T = temperature in Kelvin (273 + C)
Rate
dY/dt
Population Growth
dN/dt=B-D
Exponential Growth
Logistic Growth
dY= amount of change
t = time
B = birth rate
D = death rate
N = population size
K = carrying capacity
r
max
= maximum per capita growth rate
of population
Temperature Coefcient Q
10
Primary Productivity Calculation
mg O
2
/L x 0.698 = mL O
2
/L
mL O
2
/L x 0.536 = mg carbon fxed/L
t
2
= higher temperature
t
1
= lower temperature
k
2
= metabolic rate at t
2
k
1
= metabolic rate at t
1
Q
10
= the factor by which the reaction
rate increases when the
temperature is raised by ten
degrees
SURFACE AREA AND VOLUME
Dilution used to create a dilute
solution from a concentrated stock
solution
C
i
V
i
= C
f
V
f
i = initial (starting)
C = concentration of solute
f = nal (desired)
V = volume of solution
Volume of a Sphere
V = 4/3 r
3
Volume of a Cube (or Square Column)
V = l w h
Volume of a Column
V = r
2
h
Surface Area of a Sphere
A = 4 r
2
Surface Area of a Cube
A = 6 a
Surface Area of a Rectangular Solid
A = (surface area of each side)
r = radius
l = length
h = height
w = width
A = surface area
V = volume
= Sum of all
a = surface area of one side of the cube Gibbs Free Energy
G = H TS
G = change in Gibbs free energy
S = change in entropy
H = change in enthalpy
T= absolute temperature (in Kelvin)
pH = log [H+]
Appendix B A3
Appendix B
CONSTRUCTING LINE GRAPHS*
Suppose we are studying some chemical reaction in which a substance, A, is being used
up. We begin with a large quantity (100 mg) of A, and we measure in some way how
much A is lef afer diferent times. Te results of such an experiment might be presented
pictorially like this:
100 mg A
12.00 1.00 2.00 3.00
80 mg A 60 mg A 40 mg A
Figure A.1
Tis is the kind of picture graph that you ofen see in newspapers. Tis information can
be presented much more simply on a graph a line graph is permissible because our
experience tells us that when A is disappearing in a chemical reaction, it is disappearing
more or less smoothly and will not suddenly reappear. In other words, the progress of a
chemical reaction is a continuous process, and because time is a continuous process it
is permissible to relate the two kinds of information to one another on a line graph. Te
procedure for constructing the line graph is shown in Figure A.2.
100 mg A
12.00
1.00
2.00
3.00
80 mg A
60 mg A
40 mg A
Time
M
g

o
f

A

R
e
m
a
i
n
i
n
g
12.00 1.00 2.00 3.00 4.00
0
20
40
60
80
100
Figure A.2
* Based on a handout by Dr. Mary Stiller, Purdue University.
A4 Appendix B
It should be clear from the diagram that each point corresponds both to a particular
measurement of the amount of A remaining and to the particular time at which that
amount remained. (A heavy dot is made opposite both of these two related quantities.)
When all the measurements have been recorded in this way, we connect the dots with a
line, shown in Figure A.3. (Figures A.21A.23 explain when to connect the data points.)
1 2 3 4 5
0
0
Y
X
20
Time (hours)
M
g

o
f

A

R
e
m
a
i
n
i
n
g
40
60
80
100
Figure A.3
It should be clear by looking at our graph that the only measurements we actually made
are those indicated by the dots. However, because the information on both scales of the
graph is assumed to be continuous, we can use the graph to fnd out how much A would
have been found if we had made our measurements at some other time, say 2.5 hours.
We merely locate the line that corresponds to 2.5 hours on our time scale and follow
it up until it crosses our line graph at the point X; then we look opposite X to the Mg
of A Remaining scale, and read of 50 mg. We conclude, then, that if we had made a
measurement at 2.5 hours, we would have found 50 mg of A lef. In a similar way, we
can fnd out from our graph at what time a given amount of A, say 65 mg, would be lef.
We have merely to fnd the line that represents 65 mg on the vertical scale and follow
it across until it cuts the line graph at point Y. Ten we see 1.75 hours on the Time
scale opposite Y. Tis tells us that had we wished to stop the reaction with 65 mg of A
remaining, we would have had to do so afer 1.75 hours.
You will notice that part of the graph has been drawn with a broken line. In making
a line graph we are properly allowed to connect only the points representing our actual
measurements. It is possible that measurements made afer 3 hours will give points
that will fall on the broken-line extension of the graph, but this is not necessarily so. In
fact, the reaction may begin to slow up perceptibly, so that much less A is used up in
the fourth hour than in the third hour. Not having made any measurements during the
fourth hour, we cannot tell, and we confess our ignorance quite openly by means of the
broken line. Te broken line portion of the graph is called an extrapolation, because it
goes beyond our actual experience with this particular reaction. Between any two of our
Appendix B A5
APPENDIX B
measured points it seems fairly safe to assume that the reaction is proceeding steadily,
and this is called an interpolation. Interpolations can only be made between measured
points on a graph; beyond the measured points we must extrapolate. We know that the
amount of A remaining afer 4 hours is somewhere between 0 and 40 mg. Te amount
indicated by the broken line on the graph, 20 mg, is only a logical guess.
Unfortunately, it sometimes happens that even professionals take this sort of
limitation of line graphs for granted and do not confess, by means of a broken line, the
places where they are just guessing. Terefore, it is up to readers of the graph to notice
where the last actual measurement was made and use their own judgment about the
extrapolated part. Perhaps the extrapolated part fts quite well with the readers own
experience of this or a similar reaction, and he or she is quite willing to go along with the
authors extrapolation. On the other hand, the reader may be interested only in the early
part of the graph and be indiferent to what the author does with the rest of it. It may
also be that the reader knows that the graph begins to fatten out afer 3 hours and so
disagrees with the author. Te point is that we, the readers, must be aware of what part
of the graph is extrapolated, that is, predicted, from the shape of the graph up to the time
when the measurements were stopped. Hence, you must clearly indicate on a line graph
the points that you actually measured. Regardless of what predictions or conclusions you
want to make about the graph, you must give the reader the liberty of disagreeing with
you. Terefore, it is very improper to construct a line graph consisting of an unbroken
line without indicating the experimentally determined points.
BASIC REQUIREMENTS FOR A GOOD GRAPH
Te following procedure applies primarily to graphs of experimental data that are going
to be presented for critical evaluation. It does not apply to the kind of rough sketch that
we ofen use for purposes of illustration.
Every graph presented for serious consideration should have a good title that tells
what the graph is about. Notice that we need more than just a title; we need a good title.
Before we try to make a good title, let us look at an example and try to decide what kind
of title is a useful one. Look at Figure A.4.
2000
1000
0
0
Duration of Party (hours)
S
l
i
c
e
s

o
f

P
i
z
z
a
R
e
m
a
i
n
i
n
g
1 2 3 4 5
Figure A.4
If you like pizza, it might be very useful to know when this party is being held. Without
a title, you cannot tell even whether the graph refers to any particular party at all. It
A6 Appendix B
might represent average fgures for all the parties held last year, or it might represent the
expected fgures for a party that is going to be held tonight. Let us suppose that these
data refer to a study party given by AP Biology students on March 9. Here, then, are
some possible titles:
(a) Te APs Have a Party
(b) Pizza Rules! Enjoy it with AP
(c) An AP Biofeast!
None of those titles is especially useful or informative because none of them tells what
the graph is all about. Now look at these two titles:
(d) Anticipated Consumption of Slices of Pizza at the AP Biology Party, March 9
(e) Anticipated Consumption of Slices of Pizza at the AP Biology Party, March 9,
2011, 7:00 p.m.11:00 p.m.
You should be able to see that only title (e) is helpful and useful. It enables you to tell, by
glancing at the calendar, whether or not you can attend the party, and it helps make that
graph fall a little more steeply. Te point we are driving at is that a good title is one that
tells exactly what information the author is trying to present with the graph. Although
brevity is desirable, it should not substitute for completeness and clarity.
Now that you are clear on titles, look at the graph in Figure A.5. Its title tells you that
here is some potentially useful information. Te graph suggests that, at least for 2011,
there was an upper limit to the amount of time people could usefully spend in studying
for an exam, and you might wonder, for example, how long you would have had to study
to make a perfect score.
Figure A.5: Relation Between Study Time and Score on a Biology Exam in 2011
Unfortunately, however, you cannot tell, because the graph has no labels of numbers or
units the scales. Even though this graph has a descriptive and intriguing title, it is of no
use to us at all without these very important parts. Obviously, before we can take full
advantage of the information that the graph is trying to present, we need to have some
additional details.
Appendix B A7
APPENDIX B
In Figure A.6 the additional information has been supplied, information that seems to
make the graph more useful to us in preparing for the exam.
Study Time (hours)
S
c
o
r
e

o
n

E
x
a
m
0
0
20
40
60
1 2 3 4 5
Tis additional information includes scales, or axes, that are carefully marked with
numbers, and labels and units that are neatly presented. Obviously, one cannot label all
the points along the axes; that would make the numbers crowd together and look sloppy.
Te units should be marked at intervals that correspond more or less to the intervals
between the experimental points. Te small marks, called index marks, can be drawn in
if the experimental points are very widely spaced. Most elegantly, a frame is put around
the whole graph, and index marks are placed all around. Tis makes it easy to lay a ruler
across the graph when interpolating between the experimental points. Te diagram in
Figure A.7 summarizes some features of a good graph.
INDEX MARKS
INDEX MARKS
NUMBERS
NUMBERS
POINTS CLEARLY MARKED
60
40
20
0
0 1 2 3 4 5
LABELS
UNITS
Study Time (hours)
UNITS
S
c
o
r
e

(
n
o
.

c
o
r
r
e
c
t

o
u
t

o
f

6
0
)
A8 Appendix B
STEEPNESS OR SLOPE OF A LINE GRAPH
Look at the graph in Figure A.8 for the disappearance of A in a chemical reaction. Such a
graph, in which the amount of some quantity is shown on the vertical scale, or ordinate,
with time shown on the horizontal scale, or abscissa, is frequently called a progress
graph or progressive curve, because it shows how some process progresses in time.
Tis graph may also be called a time course for the process because it shows the extent
to which the process has occurred at diferent times.
1 2 3 4 5
0
0
20
Time (hours)
Time Course of Disappearance of
A in Process I
M
g

o
f

A

R
e
m
a
i
n
i
n
g
40
60
80
100
Figure A.8
Let us call the process represented by the graph Process I and consider another
reaction, Process II, in which A is also consumed. Suppose that we start Process II
also with 100 mg of A, and that afer 1, 2, and 3 hours there are 90, 80, and 70 mg,
respectively, lef. Te progress curve for Process II is displayed in Figure A.9.
1 2 3 4 5
0
0
20
Time (hours)
A in Process II
M
g

o
f

A

R
e
m
a
i
n
i
n
g
40
60
80
100
Figure A.9
Appendix B A9
APPENDIX B
Now, suppose we want to compare the graphs for the two processes. Because they have
exactly the same scales, we can put both lines on the same graph, as shown in Figure
A.10. Notice, however, that now in addition to the labels on the scales, we need labels on
the two lines to distinguish between the two processes.
Look at the 1-hour mark on the time scale of the graph. Opposite this put an X on the
line for Process I and a Y on the line for Process II. Ten, opposite X on the ordinate you
should be able to see that 80 mg of A are lef in Process I; opposite Y you can see that 90
mg of A are lef in Process II. Apparently, Process I has used up 20 mg of A and Process
II has used up only 10 mg in the same amount of time. Obviously, Process I is faster, and
the line graph for Process I is steeper than the graph for Process II.
1 2 3 4 5
0
0
20
Time (hours)
A in Process I and II
M
g

o
f

A

R
e
m
a
i
n
i
n
g
40
60
80
100
Process II
Process I
Figure A.10
Te rate for Process I is 20 mg A used/hr, while the rate for Process II is 10 mg A
used/hr.
We have seen that a steeper line graph means a faster reaction when the progress
curves for two reactions are plotted on the same scale. (Obviously, if the progress curves
are plotted on diferent scales, we cannot compare the steepness of the line directly, but
have to calculate what the slope would be if the two curves were plotted on the same
scale.)
Suppose, now, that we make a new kind of graph, one that will show the steepness, or
slope, of the progress curve. Because the slope of the progress curve is a measure of the
speed of velocity, or rate of the reaction or process, such a graph is frequently called a
rate graph or rate curve. Te diagram in Figure A.11 shows how a rate curve can be
made for Process I.
A10 Appendix B
Figure A.11
Notice that the time scale of this rate graph is exactly like the time scale of the progress
curve from which it was derived, but that the ordinate is diferent. Te ordinate of the
progress curve shows milligrams of A remaining; the ordinate of the rate curve shows
milligrams of A used per hour. Obviously, a rate graph must always show rate on one
of its scales, and it is ordinarily the vertical one that is used. Tis is because the rate of
a reaction or process is what mathematicians call a dependent variable. Time is the
independent variable in this experiment; it is independent of changes in the dependent
variable (the rate of reaction), and it is the variable that is shown on the horizontal axis.
Regardless of whether the process is the increase in height or weight of a plant, or the
using up or producing of something in a reaction, the rate graph for the process must
always show amount of something per unit time on one of its axes. One very common
type of rate graph is the one shown in Figure A.11, with a rate on the ordinate and the
time on the abscissa. Other kinds of rate graphs may have temperature or molarity on
the abscissa. Te rate of growth of a plant, for example, depends on how many factors
that we might wish to vary, and so we can have as many diferent kinds of rate graphs for
that process as there are independent variables.
Let us emphasize: a progress curve always shows amount of reaction on the vertical
scale and time on the horizontal scale. Te corresponding rate curve may show time
or some other variable on the horizontal scale, but it always shows rate, or amount of
reaction per unit time, on the vertical scale. Tis point is very important. When we look
at a rate curve that has time on the horizontal scale, we must visualize the progress curve
from which the rate curve was derived. When we look at a rate curve that has any other
variable except time on the horizontal scale, we shall see that each point on the rate
curve represents a separate progress curve.
In the same way as for Process I, a rate curve can be made for Process II. Plotted on
the same graph, the two should look something like the diagram in Figure A.12.
1 2 3 4 5
0
0
20
Time (hours)
M
g

o
f

A

R
e
m
a
i
n
i
n
g
40
0
0 1 2
Time (hours)
3 4 5
20
40
60
80
20 mg A used up
in first hour
20 mg A used up
in second hour
20 mg A used up
in third hour
100
M
g

o
f

A

U
s
e
d
/
H
o
u
r
Appendix B A11
APPENDIX B
0
0
10
20
1 2
Time (hours)
M
g

o
f

A

U
s
e
d

p
e
r

H
o
u
r
3
Process I
4 5
Process II
Figure A.12
Tere are two things to notice in this example. First, the curve for Process I lies higher
than that for Process II. Tis is in accord with the facts as we have seen them, namely,
that Process I is faster and so has a greater slope or higher value for the steepness.
Second, notice that both curves are perfectly fat. Naturally, because the progress curves
for the two processes were both perfectly straight lines, having everywhere the same
slope, the rate of steepness graph must show exactly the same thing, that is, that the rate
or steepness is everywhere the same.
On the other hand, consider the graph in Figure A.13, which represents the
disappearance of A in yet another reaction, Process III.
1 2 3 4 5
0
0
20
Time (hours)
40 mg A used up
in first hour
10 mg A used up
in second hour
10 mg A used up
in third hour
5 mg A used up
in fourth and
fifth hours
M
g

o
f

A

R
e
m
a
i
n
i
n
g
40
60
80
100
M
g

o
f

A

U
s
e
d
/
H
o
u
r
0
0 1 2
Time (hours)
3 4 5
20
40
Figure A.13: Time Course of Disappearance of A in Process III
You can see that Process III difers from Processes I and II in that the progress curve for
III is not a perfectly straight line. It is steepest at the beginning, becomes less steep afer
1 hour, and again afer 3 hours. Obviously, because the rate of the process is changing
with time, the corresponding rate curve will not be perfectly fat. Te rate has to start
out high, then drop at 1 hour and at 3 hours, and you can see in the graph on the right
A12 Appendix B
that this is exactly what it does. In fact, the rate curve looks like steps because whenever
the slope of the progress curve decreases, the rate curve must show a drop to a lower
value. Conversely, if the progress curve for a process should get steeper, as sometimes
happens (the reaction goes faster afer it gets warmed up), the rate curve must show a
corresponding increase to a higher value.
Until now we have been able to read the steepness, or slope, of the progress curve
directly from the scales of the graph because the progress curves we have been studying
were either perfectly straight lines or else made up of straight-line segments. In most
real situations, however, we cannot do this because the slope of the progress curve does
not change sharply at a given time, but, gradually, over a period of time. You probably
remember how to measure the slope of a curved line, but let us review the process
anyway. (See Figure A.14.)
10
0
5
C
L
0 1 3 2
Time (hours)
This much rise in
this much time
Figure A.14
Suppose we want to measure the slope, or steepness, of the curved line C at time 2 hours.
We can see that the curve rises 5 units total in the 2 hours, so that the average slope is
2.5 units per hour. However, it is easy to see from the graph that this average is very
misleading; the progress curve is almost fat at the beginning (i.e., has 0 slope) and then
accelerates rapidly, so that the line curves upward. If we want to fnd the true slope at 2
hours, we must draw line L in such a way that L has the same slope as C at the 2-hour
point. Ten we can see that L rises about 5 units between 1 and 2 hours, just twice the
average slope for the frst 2 hours.
We have seen that a perfectly fat curve, like that for Process I or II, means that the
corresponding progress curve is a perfectly straight line having the same slope at all
points. Conversely, a progress curve that changes in slope, like that of Process III, will
give a rate curve that looks like steps. You should be able to fgure out that the steps
on the rate curve will be sharp and square if the progress curve has an abrupt change in
slope, and more rounded of if the progress curve changes slope gradually. In any case, in
regions where the rate curve is perfectly fat it is clear that the progress curve must have
constant steepness, or slope. However, if the progress curve itself gets perfectly fat, then
that portion of the progress curve has 0 slope; in other words, the reaction has stopped.
Tis kind of situation is pictured in Figure A.15 where the rate and progress curves for
another reaction, call it Process IV, are shown.
Appendix B A13
APPENDIX B
Time (hours)
Progress Curve
100
80
60
M
g

o
f

A

R
e
m
a
i
n
i
n
g
40
20
0
0 1 2 3 4 5 0
0
20
40
M
g

o
f

A

U
s
e
d
/
H
o
u
r
Time (hours)
Rate Curve for the Disappearance
of A in Process IV
60
1 2 3 4 5
Figure A.15
In the progress curve on the lef, we can see that afer the frst hour the reaction stopped.
From the graph we can see that afer 1 hour there were 50 mg of A remaining; afer 2
hours there were still 50 mg remaining; and there are still 50 mg remaining even at 4
hours. Obviously, Process IV stopped when one-half of A had been used up. Now look
at the rate curve on the right. It is perfectly fat for the frst hour because the slope of the
progress curve was constant during that time. Afer the frst hour the rate curve is also
perfectly fat but it has dropped down to 0, indicating that although the progress curve
has constant slope, the slope is actually 0. Obviously, fatness in a rate curve and fatness
in a progress curve mean diferent things. Flatness in the progress curve for a reaction
means that the reaction has stopped; fatness in the rate curve means that the reaction is
going on at a constant rate. You can see, then, that we have to be able to glance at a graph
and tell whether it is a rate curve or a progress curve in order to be able to interpret what
the shape of the curve is trying to tell us.
Now let us take one more example of this kind of rate curve. Te graph in Figure A.16
shows the progress in the growth of a pea plant. First, we can see that the slope is not the
same everywhere. In fact, there is an interval where the slope increases very gradually
from 0. By 1 week or so the slope has reached its maximum value and is steady until
about 3 weeks. Tereafer, the slope begins to decrease again, as the curve bends over,
and eventually, at about 4.5 weeks, as the curve gets perfectly fat, the slope, or steepness,
tends to be 0 again.
A14 Appendix B
Time (weeks)
Progress Curve for the
Growth of a Pea Plant
1 2 3 4 5 0
T
o
t
a
l

H
e
i
g
h
t

(
c
m
)
0
20
40
60
80
Figure A.16
Suppose, now, that we try to imagine what the rate curve for the growth of this pea
plant will look like. If you read through the preceding paragraph, you will have a rough
description of it. In fact, it will look like the graph in Figure A.17.
G
r
o
w
t
h

R
a
t
e

(
c
m
/
w
e
e
k
)
Time (weeks)
Growth Rate of a Pea Plant
0
0 1 2 3 4 5
5
10
15
Figure A.17
Notice from the two graphs that where the steepness of the progress curve gets larger, the
corresponding rate curve turns upward. Similarly, when the slope of the progress curve
decreases again, the rate curve turns downward. A rate curve that is turning up means,
therefore, that the process is speeding up; a fat rate curve means that the process is going
at a constant rate; and a rate curve that is turning down means that the process is slowing
down. When the rate curve hits the x-axis, it means that the reaction has stopped.
Probably 80 percent of the graphs you will encounter in biology are either rate curves
or progress curves. You will have noticed from the preceding discussion that biologists
tend to use the words graph and curve interchangeably. Technically, of course, the
entire picture, including the abscissa, ordinate, labels, numbers, units, index marks, and
title, together with the line graph portrayed, is the graph, while the line graph itself is
called the curve. You will notice, too, that biologists call a line graph a curve, even
though the line itself may be perfectly straight.
Appendix B A15
APPENDIX B
To summarize, remember that a progress curve is made from measurements at
diferent times during the progress of a reaction that is continuous with time. A graph
that shows how much or to what extent a reaction has occurred at diferent times is a
progress or time-course curve. In contrast, a rate curve is a picture of the steepness of
one or more progress curves, and any graph that has rate on one of its scales is a rate
curve.
So far we have been considering only rate graphs that have time on the abscissa; we
could call these time-rate curves. As we have seen, a time-rate curve can be made from
any progress curve. Next, we are going to consider rate curves that do not have time
as the abscissa. As you shall see, such curves are made by combining data from several
progress curves, each representing the time course of the reaction under a diferent set of
conditions.
OTHER KINDS OF RATE GRAPHS
Let us look at and try to analyze the graph in Figure A.18. Obviously, it is a progress
curve because it shows an amount of something on the ordinate and time on the
abscissa. Tere are several diferent curves all plotted on the same graph, and each is
labeled with a diferent temperature. Te title indicates that this graph is trying to tell us
how Process I behaves at diferent temperatures.
1 2 3 4 5
0
0
20
Time (hours)
Temperature Dependence of Process I
M
g

o
f

A

R
e
m
a
i
n
i
n
g
40
60
80
100 30C
40C
50C
10C
20C
Figure A.18
Before we try to construct the rate curve for this graph, we should try to imagine how
this experiment was carried out. It seems clear that the experiment must have started
with several diferent batches of A and that each reaction mixture was kept at a diferent
temperature. Ten, every half-hour, the amount of A remaining was measured and the
amount consumed was calculated. Te results might have been plotted in fve separate
progress curves, as shown in Figure A.19.
A16 Appendix B
M
g

A

C
o
n
s
u
m
e
d
0
0
20
40
60
80
1 2 3 0 1 2 3 0 1 2 3 0 1 2 3 0 1 2 3
10 20 30 40 50
Time (hours) Time (hours) Time (hours) Time (hours) Time (hours)
Figure A.19
When all these progress curves are plotted on the same graph, as was done in Figure
A.18, we have what is called a family of curves. If we look at the slopes of the various
members of the family of curves for Process I, we see that the steepest slope does not
correspond to the highest temperature. In fact, the curve for 30 is the steepest, whereas
the curve for 50 is the least steep; the curve for 10, the lowest temperature, has an
intermediate slope. By analyzing and comparing the slopes of the family of curves in
this way we can get a reasonably good notion of the efect of temperature on Process I,
but this efect could be shown much more clearly in a rate graph that has temperature
as the abscissa. Such a graph would show us at a glance how the rate varies with
temperature and, of course, would be preferable, as the whole point in making a graph is
to present information simply and clearly. Te diagram in Figure A.20 shows how a rate-
temperature graph would be constructed from this family of curves for Process I.
0
0 1 2
Time (hours)
This much in 1 hr at 30
30
40
20
10
50
3 4
20
40
60
80
100
0
0 10 20
Temperature (C)
30 40 50
20
40
60
M
g

A

C
o
n
s
u
m
e
d
/
H
o
u
r
Figure A.20
Having found, as shown in Figure A.20, the fve points for our rate graph, we are faced
with the question of whether or not it is legitimate to connect these points with a
Appendix B A17
APPENDIX B
smooth line. We recognize, of course, that both temperature and rate are continuous
processes. Between any two given temperatures or rates there are an infnite number
of temperatures or rates. Te question here, however, is the following: If we do draw a
smooth line through our fve points, will that line pass through the infnite number of
other rates that we could have measured if we had chosen some other temperature? Let
us go ahead and draw the line, as shown in Figure A.21
20
40
60
0
10 20
Temperature (C)
M
g

A

C
o
n
s
u
m
e
d
/
H
o
u
r
30 40 50 0
Figure A.21
As we have drawn it, the curve indicates that the rate at 29 and at 31 would be slightly
lower than at 30, and this may not be true. In order to determine the true shape of
the curve in the region of the maximum rate we would have to make progress curves
at smaller temperature intervals, say, every two degrees. However, it is extremely
unlikely that the true shape of the curve is anything like the two possibilities shown on
the diagrams in Figure A.22. All our experience tells us that if a reaction depends on
temperature, then that dependence will be a smooth curve, without sharp bends. In
fact, if in an experiment we should observe behavior of the type shown in Figure A.22,
we would immediately begin to suspect that something is wrong with our thermostat!
Tus, although it may be that the shape of the rate-temperature curve for Process I is
somewhat diferent from the way we drew it in Figure A.21, we can be reasonably certain
that it is not radically diferent.
20
40
60
0
10 20
Temperature (C)
M
g

A

C
o
n
s
u
m
e
d
/
H
o
u
r
30 40 50 0
20
40
60
0
10 20
Temperature (C)
M
g

A

C
o
n
s
u
m
e
d
/
H
o
u
r
30 40 50 0
Figure A.22
In addition, we may also tend to be suspicious of a graph if we see a sharp peak, unless
the experimental points were taken very close together. For example, common sense
would tell us to be careful about accepting the rate curve shown in Figure A.23.
A18 Appendix B
40
80
120
0
20 40
Temperature (C)
M
g

A

C
o
n
s
u
m
e
d
/
H
o
u
r
60 80 100 0
Figure A.23
Obviously, most of the shape is given to the profle by the one measurement at 60. In
biology, as in everything else, mistakes can be made, so the experimenter would have to
check the validity of that measurement very carefully. Te easiest way to do that would
be to make more measurements slightly above and slightly below 60 to see whether
these would fall on the line the experimenter has drawn. Alternatively, the experimenter
could play it safe and draw only a bar graph for these spaced temperatures. Another
useful dodge would be to connect the points with a smooth but broken line rather than
a continuous line. As always, the broken line would suggest the tentative and provisional
nature of the curve as drawn.
Appendix C A19
Appendix C
AP BIOLOGY CONCEPTS AT A GLANCE
BIG IDEA 1: The process of evolution drives the diversity and unity of life.
Enduring understanding 1.A: Change in the
genetic makeup of a population over time is
evolution.
Essential knowledge 1.A.1: Natural selection
is a major mechanism of evolution.
Essential knowledge 1.A.2: Natural selection
acts on phenotypic variations in populations.
Essential knowledge 1.A.3: Evolutionary
change is also driven by random processes.
Essential knowledge 1.A.4: Biological
evolution is supported by scientic evidence
from many disciplines, including mathematics.
Enduring understanding 1.B: Organisms
are linked by lines of descent from common
ancestry.
Essential knowledge 1.B.1: Organisms share
many conserved core processes and features
that evolved and are widely distributed
among organisms today.
Essential knowledge 1.B.2: Phylogenetic
trees and cladograms are graphical
representations (models) of evolutionary
history that can be tested.
Enduring understanding 1.C: Life continues to
evolve within a changing environment.
Essential knowledge 1.C.1: Speciation and
extinction have occurred throughout the
Earths history.
Essential knowledge 1.C.2: Speciation
may occur when two populations become
reproductively isolated from each other.
Essential knowledge 1.C.3: Populations of
organisms continue to evolve.
Enduring understanding 1.D: The origin
of living systems is explained by natural
processes.
Essential knowledge 1.D.1: There are several
hypotheses about the natural origin of life
on Earth, each with supporting scientic
evidence.
Essential knowledge 1.D.2: Scientic
evidence from many different disciplines
supports models of the origin of life.
BIG IDEA 2: Biological systems utilize free energy and molecular building blocks to grow,
to reproduce, and to maintain dynamic homeostasis.
Enduring understanding 2.A: Growth,
reproduction, and maintenance of the
organization of living systems require free
energy and matter.
Essential knowledge 2.A.1: All living systems
require constant input of free energy.
A20 Appendix C
Essential knowledge 2.A.2: Organisms
capture and store free energy for use in
biological processes.
Essential knowledge 2.A.3: Organisms must
exchange matter with the environment to
grow, reproduce, and maintain organization.
Enduring understanding 2.B: Growth,
reproduction, and dynamic homeostasis
require that cells create and maintain internal
environments that are different from their
external environments.
Essential knowledge 2.B.1: Cell membranes
are selectively permeable due to their
structure.
Essential knowledge 2.B.2: Growth and
dynamic homeostasis are maintained by the
constant movement of molecules across
membranes.
Essential knowledge 2.B.3: Eukaryotic cells
maintain internal membranes that partition
the cell into specialized regions.
Enduring understanding 2.C: Organisms use
feedback mechanisms to regulate growth
and reproduction, and to maintain dynamic
homeostasis.
Essential knowledge 2.C.1: Organisms
use feedback mechanisms to maintain
their internal environments and respond to
external environmental changes.
Essential knowledge 2.C.2: Organisms
respond to changes in their external
environments.
Enduring understanding 2.D: Growth and
dynamic homeostasis of a biological system
are inuenced by changes in the systems
environment.
Essential knowledge 2.D.1: All biological
systems from cells and organisms to
populations, communities, and ecosystems
are affected by complex biotic and abiotic
interactions involving exchange of matter and
free energy.
Essential knowledge 2.D.2: Homeostatic
mechanisms reect both common ancestry
and divergence due to adaptation in different
environments.
Essential knowledge 2.D.3: Biological
systems are affected by disruptions to their
dynamic homeostasis.
Essential knowledge 2.D.4: Plants and
animals have a variety of chemical defenses
against infections that affect dynamic
homeostasis.
Appendix C A21
APPENDIX C
Enduring understanding 2.E: Many biological
processes involved in growth, reproduction,
and dynamic homeostasis include temporal
regulation and coordination.
Essential knowledge 2.E.1: Timing and
coordination of specic events are necessary
for the normal development of an organism,
and these events are regulated by a variety of
mechanisms.
coordination of physiological events are
regulated by multiple mechanisms.
coordination of behavior are regulated by
various mechanisms and are important in
natural selection.
BIG IDEA 3: Living systems store, retrieve, transmit, and respond to information essential
to life processes.
Enduring understanding 3.A: Heritable
information provides for continuity of life.
Essential knowledge 3.A.1: DNA, and in some
cases RNA, is the primary source of heritable
information.
Essential knowledge 3.A.2: In eukaryotes,
heritable information is passed to the next
generation via processes that include the cell
cycle and mitosis or meiosis plus fertilization.
Essential knowledge 3.A.3: The
chromosomal basis of inheritance provides
an understanding of the pattern of passage
(transmission) of genes from parent to
offspring.
Essential knowledge 3.A.4: The inheritance
pattern of many traits cannot be explained by
simple Mendelian genetics.
Enduring understanding 3.B: Expression of
genetic information involves cellular and
molecular mechanisms.
Essential knowledge 3.B.1: Gene regulation
results in differential gene expression,
leading to cell specialization.
Essential knowledge 3.B.2: A variety
of intercellular and intracellular signal
transmissions mediate gene expression.
Enduring understanding 3.C: The processing
of genetic information is imperfect and is a
source of genetic variation.
Essential knowledge 3.C.1: Changes in
genotype can result in changes in phenotype.
Essential knowledge 3.C.2: Biological
systems have multiple processes that
increase genetic variation.
Essential knowledge 3.C.3: Viral replication
results in genetic variation, and viral infection
can introduce genetic variation into the hosts.
A22 Appendix C
Enduring understanding 3.D: Cells
communicate by generating, transmitting, and
receiving chemical signals.
Essential knowledge 3.D.1: Cell
communication processes share common
features that reect a shared evolutionary
history.
Essential knowledge 3.D.2: Cells
communicate with each other through direct
contact with other cells or from a distance via
chemical signaling.
Essential knowledge 3.D.3: Signal
transduction pathways link signal reception
with cellular response.
Essential knowledge 3.D.4: Changes in signal
transduction pathways can alter cellular
response.
Enduring understanding 3.E: Transmission
of information results in changes within and
between biological systems.
Essential knowledge 3.E.1: Individuals can
act on information and communicate it to
others.
Essential knowledge 3.E.2: Animals have
nervous systems that detect external and
internal signals, transmit and integrate
information, and produce responses.
BIG IDEA 4: Biological systems interact, and these systems and their interactions possess
complex properties.
Enduring understanding 4.A: Interactions
within biological systems lead to complex
properties.
Essential knowledge 4.A.1: The
subcomponents of biological molecules and
their sequence determine the properties of
that molecule.
Essential knowledge 4.A.2: The structure
and function of subcellular components, and
their interactions, provide essential cellular
processes.
Essential knowledge 4.A.3: Interactions
between external stimuli and regulated gene
expression result in specialization of cells,
tissues, and organs.
Essential knowledge 4.A.4: Organisms exhibit
complex properties due to interactions
between their constituent parts.
Essential knowledge 4.A.5: Communities are
composed of populations of organisms that
interact in complex ways.
Essential knowledge 4.A.6: Interactions
among living systems and with their
environment result in the movement of matter
and energy.
Appendix C A23
APPENDIX C
Enduring understanding 4.B: Competition
and cooperation are important aspects of
biological systems.
Essential knowledge 4.B.1: Interactions
between molecules affect their structure and
function.
Essential knowledge 4.B.2: Cooperative
interactions within organisms promote
efciency in the use of energy and matter.
Essential knowledge 4.B.3: Interactions
between and within populations inuence
patterns of species distribution and
abundance.
Essential knowledge 4.B.4: Distribution of
local and global ecosystems changes over
time.
Enduring understanding 4.C: Naturally
occurring diversity among and between
components within biological systems affects
interactions with the environment.
Essential knowledge 4.C.1: Variation in
molecular units provides cells with a wider
range of functions.
Essential knowledge 4.C.2: Environmental
factors inuence the expression of the
genotype in an organism.
Essential knowledge 4.C.3: The level of
variation in a population affects population
dynamics.
Essential knowledge 4.C.4: The diversity of
species within an ecosystem may inuence
the stability of the ecosystem.
SCIENCE PRACTICES FOR AP BIOLOGY
SCIENCE PRACTICE 1: The student can use representations and models to communicate
scientic phenomena and solve scientic problems.
1.1 The student can create representations and models of natural or man-made phenomena
and systems in the domain.
1.2 The student can describe representations and models of natural or man-made phenomena
1.3 The student can rene representations and models of natural or man-made phenomena
1.4 The student can use representations and models to analyze situations or solve problems
qualitatively and quantitatively.
1.5 The student can reexpress key elements of natural phenomena across multiple
representations in the domain.
SCIENCE PRACTICE 2: The student can use mathematics appropriately.
2.1 The student can justify the selection of a mathematical routine to solve problems.
2.2 The student can apply mathematical routines to quantities that describe natural
phenomena.
A24 Appendix C
2.3 The student can estimate numerically quantities that describe natural phenomena.
SCIENCE PRACTICE 3: The student can engage in scientic questioning to extend thinking or
to guide investigations within the context of the AP course.
3.1 The student can pose scientic questions.
3.2 The student can rene scientic questions.
3.3 The student can evaluate scientic questions.
SCIENCE PRACTICE 4: The student can plan and implement data collection strategies
appropriate to a particular scientic question.
4.1 The student can justify the selection of the kind of data needed to answer a particular
scientic question.
4.2 The student can design a plan for collecting data to answer a particular scientic
question.
4.3 The student can collect data to answer a particular scientic question.
4.4 The student can evaluate sources of data to answer a particular scientic question.
SCIENCE PRACTICE 5: The student can perform data analysis and evaluation of evidence.
5.1 The student can analyze data to identify patterns or relationships.
5.2 The student can rene observations and measurements based on data analysis.
5.3 The student can evaluate the evidence provided by data sets in relation to a particular
scientic question.
SCIENCE PRACTICE 6: The student can work with scientic explanations and theories.
6.1 The student can justify claims with evidence.
6.2 The student can construct explanations of phenomena based on evidence produced
through scientic practices.
6.3 The student can articulate the reasons that scientic explanations and theories are rened
or replaced.
6.4 The student can make claims and predictions about natural phenomena based on
scientic theories and models.
6.5 The student can evaluate alternative scientic explanations.
SCIENCE PRACTICE 7: The student is able to connect and relate knowledge across various
scales, concepts, and representations in and across domains.
7.1 The student can connect phenomena and models across spatial and temporal scales.
7.2 The student can connect concepts in and across domain(s) to generalize or extrapolate in
and/or across enduring understandings and/or big ideas.
Appendix D A25
Appendix D
MATRIX FOR ASSESSING AND
PLANNING SCIENTIFIC INQUIRY (MAPSI)
LEAST COMPLEX MOST COMPLEX
COGNITIVE PROCESSES SCIENTIFIC REASONING TASKS
1. Generating scientically oriented questions
Students do not
contribute to the
investigation question;
the question is provided
by the teacher or
curriculum materials.
Students make small
revisions to the
investigation question
based on questions
provided by the teacher
or curriculum materials.
Students choose from
a pool of questions;
the teacher provides
guidance, boundaries,
and support for the
investigation question.
Students generate
the question for
investigation based on
their own experiences,
knowledge, and
research. The teacher
plays little to no role.
2. Making predictions or posing preliminary hypotheses prior to conducting investigations
Students do not
pose preliminary
hypotheses or make
predictions; hypotheses
and predictions are
Students choose from
possible predictions or
preliminary hypotheses
Students generate
their own relevant and
testable predictions or
without conducting
prior investigations of
the research question
or a literature review.
Students generate
their own relevant,
testable, and falsiable
based on prior
investigations of the
research question or a
literature review.
SUBPROCESSES
3. Designing and conducting the research study
Designing the
procedure for the
investigation
Students do not
contribute to the design
of the investigation; the
procedure is provided
by the teacher or
curriculum materials.
Students make limited
contributions to the
procedure.
Students make
numerous contributions
to the procedure.
Students design most
of the procedure with
limited support from the
teacher.
Selecting dependent
and independent
variables
Students do not choose
variables; variables are
chosen by the teacher
Students choose
variables but have
no rationale for their
choices.
Students choose
variables and have
limited rationale for
their choices.
Students have a
thoughtful, scientic
rationale for their
choices of variables.
Considering
experimental controls
and conditions that
need to be controlled
Students give no
attention to the design
of controls, and
conditions that need
to be controlled are
Students give minimal
attention to the
design of controls and
conditions that need to
be controlled.
Students give some
attention to the
be controlled.
Students give
purposeful, focused
attention to the
be controlled.
A26 Appendix D
LEAST COMPLEX MOST COMPLEX
Gathering and
organizing data during
the investigation
Students do not collect
data; the data are
Students gather and
record data, giving little
to no thought to the
representations (e.g.,
tables, drawings, or
photos) of the data.
Students gather and
record data, giving
some thought to the
representations of
the data with some
contributions from the
teacher.
Students gather and
record their own data,
giving thoughtful
consideration to the
representations of the
data with little to no
contribution from the
teacher.
4. Explaining results
Analyzing data using
calculations, graphing,
and statistical analyses;
looking for anomalous
data
Students do not analyze
data; the data analysis
is provided by the
teacher or curriculum
materials.
Students conduct some
of the data analysis;
much of the analysis is
done by the teacher.
Students conduct their
own data analyses with
some contributions from
the teacher.
Students conduct their
own data analyses with
little to no contribution
from the teacher.
Identifying the evidence
from the analyzed data
Students do not identify
evidence from the
data; the teacher or
curriculum materials
identify the evidence.
Students identify the
evidence from the data;
much of the analysis is
done by the teacher.
evidence from the data;
some contributions to
the analysis are done
by the teacher.
evidence from the
data with little to no
teacher.
Providing explanations;
noting unexpected
ndings; addressing
accuracy of data,
experimental errors,
limitations, or aws
Students do not provide
explanations; the
materials provide the
explanations.
Students provide
explanations with
signicant contributions
from the teacher.
Students provide
explanations with some
teacher.
Students provide
explanations with little
to no contribution from
the teacher.
Connecting evidence
with scientic
knowledge
Students do not
connect the
evidence to scientic
knowledge; the
materials provide the
connections.
Students make the
connections between
the evidence and
scientic knowledge
with signicant
teacher.
Students make the
connections between
the evidence and
scientic knowledge
with some contributions
from the teacher.
Students make the
connections between
the evidence and
scientic knowledge
with little to no
teacher.
Posing and analyzing
alternative explanations
and predictions
Students do not
address alternative
explanations
for evidence or
predictions; the teacher
or curriculum materials
provide alternative
explanations and
predictions.
Students pose
and predictions with
signicant contributions
from the teacher.
Students pose
and predictions with
some contributions from
the teacher.
Students pose and
analyze alternative
explanations and
predictions with little to
no contribution from the
teacher.
Communicating and
defending ndings
through discussion,
presentations, or
written reports
Students do not
communicate
and defend their
ndings; the teacher
communicates the
ndings to the students.
Students communicate
and defend their
ndings with signicant
teacher.
and defend their
ndings with some
teacher.
their ndings with little
to no contribution from
the teacher. Students
use logical arguments
to defend their ndings.
Chart from The Inquiry Matrix by Julie Grady, from The Science Teacher, November 2010. National Science Teachers Association.
Used by permission of NSTA and the author.
AP Biology Investigative Labs: An Inquiry-Based Approach
Aligned with best practices in science instruction, as proposed by the
National Science Foundation and Americas Lab Report, AP Biology
Investigative Labs: An Inquiry-Based Approach serves to guide students and
teachers through lab experiments and procedures that are easily tailored to
diverse needs and are appropriate for small and large classes.
Features 13 student-directed, inquiry-based lab investigations
Includes teacher and student editions
Emphasizes scientic inquiry, reasoning, and critical thinking
Aligns with the learning objectives from the AP Biology Curriculum
Framework
Enables students to plan, direct, and integrate a range of science
practices, such as designing experiments, collecting data, and applying
quantitative skills
Includes lists of supplemental resources
www.collegeboard.org/apcentral
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