Using the Soil Nematode Caenorhabditis elegans To Test Darwin’s Premises About Populations B iological evolution is one of the over-arching concepts recommended for student learning by the National Science Education Standards (NRC, 1996). As with all such complex concepts, student understanding of evolution is improved when instruction includes hands-on, inquiry-based activities (Layman, 1996). However, even authors writing in strong support of teaching evolution sometimes offer discouraging remarks about using inquiry-based learning. “In spite of strong justification for including evolution-related instruction in biology curricula, ‘descent with modification’ is a particularly difficult educational issue, for by its very nature, evolution is an abstract and generally nonobservable phenomenon” (McComas, 1994, p.5). “Things in science can be studied even if they cannot be directly observed or experimented on” (National Academy of Sciences, 1998). Certainly some important aspects of the evolutionary process fit these descriptions: Macroevolution and speciation are unlikely to be demonstrated in a classroom lab experiment. As Alberts and Labov (2004) point out, however, “evolutionary theory makes no such distinction [between macro- and microevolution]; the processes that lead to changes within species, when accumulated over time, also can give rise to new species.” That those processes—such as genetic variability, and differential survival and reproduction within a population—can sometimes be observed directly in living populations is vividly described in Weiner (1994). A number of paper-and-pencil and simulation activities have been developed to give students hands-on experiences with evolutionary concepts (for example, National Academy of Sciences, 1998; Desharnais & Bell, 2000). “Real-time” activities using live organisms are far fewer. Investigating Evolutionary Biology in the Laboratory (National Association of Biology Teachers, 1994) includes six activities using living organisms (along with 17 simulation or paper-and-pencil activities and two activities using fossils or preserved specimens). National Association of Biology Teachers (1994) and National Academy of Sciences (1998) offer activities or suggestions for using fruit flies, “red wiggler” worms, bacteria, fungi, plant proteins, and dihybrid crosses of plants. The goal of this laboratory activity is to provide students with an instructive and classroom-friendly living model with which to test, firsthand, some of Darwin’s premises (influenced by his reading of Thomas Malthus) about populations, competition, and natural selection. This activity addresses the following National Science Education Standards for grades 9-12: • Content Standard A: “As a result of their activities in grades 9-12, students should develop abilities necessary to do scientific enquiry.” • Content Standard C: “As a result of their activities Melinda M. Mueller is on the science faculty, Seattle Academy, Seattle, WA 98122, e-mail: mmueller@seattleacademy.org. Melinda M. Mueller in grades 9-12, students should develop an understanding of … biological evolution.” In particular, this activity speaks to the following guideline for this standard: “Evolution is the consequence of the interactions of (1) the potential for a species to increase its numbers, (2) the genetic variability of offspring due to mutation and recombination of genes, (3) a finite supply of the resources required for life, and (4) the ensuing selection by the environment of those offspring better able to survive and leave offspring.” (National Research Council, 1996). For both Charles Darwin and Alfred Russel Wallace, a key insight leading to their theory of evolution by natural selection was Thomas Robert Malthus’ Essay on the Principle of Population (1798). In his essay, Malthus wrote that “the power of population is indefinitely greater than the power in the earth to produce subsistence for man … Population, when unchecked, increases in a geometrical ratio. Subsistence increases only in an arithmetical ratio. A slight acquaintance with numbers will show the immensity of the first power in comparison of the second.” Malthus applied the same principle to other species: Through the animal and vegetable kingdoms, nature has scattered the seeds of life abroad with the most profuse and liberal hand. She has been comparatively sparing in the room and the nourishment necessary to rear them. The germs of existence contained in this spot of earth, with ample food, and ample room to expand in, would fill millions of worlds in the course of a few thousand years. Necessity, that imperious all pervading law of nature, restrains them within the prescribed bounds. The race of plants and the race of animals shrink under this great restrictive law. . . Among plants and animals its effects are waste of seed, sickness, and premature death. Malthus, 1798 i n q u i ry & i n v es t i gat i o n Malthus Under a Microscope: Darwin and Wallace both applied Malthus’ arguments on populations to their own observations and developed their theory: Populations of all species increase exponentially and will outstrip resources, leading to intense competition for resources. Further, any variations within a population that confer even a slight advantage to the carriers of these variations will be favored in the “struggle for existence.” Thus, we get “natural selection:” i.e., greater reproductive success for advantaged individuals, with a concomitant increase in the proportion of those in the next generation who possess the favorable variations (Wallace, 1858; Darwin, 1859). Many of these premises can be tested experimentally using populations of the soil nematode, Caenorhabditis elegans. In this lab activity, students place a small number of C.elegans in culture plates, and record population changes over a period of two weeks. Included in the students’ experiments are plates with two strains of C.elegans; students observe whether one Darwin’s Premises About Populations 219 strain out-competes the other. Students compare their results with what they would expect from Darwin’s premises. In doing this activity, students use microscopy, metric measurements, estimation, data-recording, and graphing techniques using Microsoft ExcelTM. C.elegans has the advantages of a short life cycle (several days from egg to sexual maturity) and high reproductive rate. The nematodes are small enough that thousands can be grown in a culture plate, but they are easily visualized and counted, using student-grade dissecting or compound microscopes (See Figures 1 and 2). Their behavior is lively (therefore interesting to students) but, unlike fruit-flies, they are readily contained (See WORM Initiative, 2004 for images and more information about using C.elegans in the classroom). They are easy and inexpensive to cultivate and maintain (Kahn-Kirby, 2000). Many different strains are available, permitting students to test for competition between strains with differing characteristics. Figure 1. N2 strain C. elegans at 40X magnification. This activity was designed for high school students in a basic biology course. It is described below as taught to high school juniors.1 Before doing this activity, students should have already had some practice with basic lab skills and concepts, including use of microscopes, identification of experimental variables, and data collection. The activity could be modified or extended in scope for higher-level courses in high school or college. Alternatively, it could be simplified for younger students. Materials • Stock of C. elegans, N2 (wild type) strain with males (C. elegans stocks are available to schools at no charge from the Caenorhabditis Genetics Center [CGC]. See ordering information at http://biosci.umn.edu/CGC/Strains/ request.htm . Allow 10-14 days for delivery.) • Stock of a strain to contrast with N2. Some suggested strains (also available from CGC): – CB 61: a “dumpy” strain (genotype dpy-5 e61 I), whose adults are noticeably slower moving and “chubbier” than N2 adults. ES3 (adult).2 – CB 187: a “roller” strain (genotype rol-6 e187 II), whose spiraling motion is distinct from the wave-like motion of N2. ES3 (adults and later-stage larvae). – CB 190: a nearly paralyzed strain (genotype unc-54 e190 I). ES3 (all stages). • Broth culture of E. coli (to serve as food source for C. elegans). • Nematode growth agar (available from Carolina™, catalog # 17-3520, or you can make your own. See KahnKirby, 2000). • Disposable culture (Petri) plates, 60 x 15 mm. Three plates are needed for each student lab team, plus some extras for expanding stocks. • Permanent markers or labels for culture plates. • Growth chambers. Plastic storage containers, lined with moistened paper towels, work well. A shoebox-size con1 Figure 2. CB190 strain of C. elegans at 40X magnification, showing characteristic “frozen board” behavior. tainer is large enough to hold all plates for a class of 30 students divided into three-person teams. • Microscopes. Ideally, each student lab team will have access to one dissecting scope and one compound scope with 4X and 10X objectives. • Small metric rulers, one for each student lab team, for measuring culture plate diameters and field-of-view diameters. • Access to a computer with Excel, or calculators, and graph paper.3 Advance Preparation by Instructor 1. Order materials and stock organisms, to arrive one week before activity. 2. Prepare culture plates for student activity (three plates for each lab team) and stock expansion (two additional plates for each strain, for each class—see Step 3). a. Melt agar and pour plates (fill plates about half-full). b. Spread a few drops of broth-cultured E. coli over cooled medium in each plate. c. Wrap plates or place in sealed plastic containers to prevent medium from desiccating. d. Refrigerate prepared plates until used. At Seattle Academy, Biology is a junior-year required course. Riddle (1997) includes an appendix listing hundreds of C. elegans strains. Included in most strain descriptions is an ES (ease of scoring) code. ES3 indicates a phenotype that is easy to distinguish from other phenotypes. You will only need the strain designation (e.g., CB61) to order from CGC. 3 Students at Seattle Academy all have laptops that they bring to the classroom. I send them the lab handout and lab spreadsheet via the school’s network. For schools with classroom computers, Excel spreadsheets can be set up on these computers. Alternatively, paper and calculators can be used to record data, carry out calculations, and prepare graphs. 2 220 The American Biology Teacher, Volume 69, No. 4, april 2007 3. Prepare additional stocks from original stock plates (about four days before activity). a. Use a sterilized scalpel or razorblade to remove “pie slices” of agar from original stock plates (see Figure 3). The number of nematodes on each slice may vary from about a dozen to several hundred. However, the nematode’s reproductive rate when provided with fresh resources is so rapid that any initial sample within this range will give a large population within a few days, sufficient for division among student groups. b. Place one of these pie slices upside-down in a prepared plate (from Step 2, above). Do this for as many stock plates as needed for your classes (two stock plates for each strain, for each class of 30 students). c. Place prepared and labeled stock plates in growth chambers (see Materials list) and leave at room temperature. d. After 24 hours, the pie slices can be removed from the new stock plates. The worms that were on the slice of agar will have crawled off. e. After four days, the new stock plates should have sufficient populations for this activity (see Step 3a, above—whether each student group starts with a few or a few hundred nematodes, the eventual outcome will satisfy the needs of the activity). 4. If students have access to computers with Excel, prepare spreadsheet for data and calculations (see Figure 4).4 Alternatively, students can use calculators and lab journals/and or graph paper for calculations and graphs. The following data and calculations will be recorded: a. First-day date and population count for each plate (three plates per lab team). b. For each subsequent day of the activity, the date and three microscope field-ofview population counts for each plate. c. Calculated average field-ofview population for each plate, for each day. d. Diameter of field-of-view used each day (students may need to switch to smaller fields-of-view— therefore higher magnification—as populations become more crowded and difficult to count). e. Diameter of culture plates (this value, obviously, is constant). f. Calculated estimate of total population for each plate. The formula: i. Use the diameter of the field-of-view to find the area of the field-of-view 4 “Pie-slice” cut from stock plate & transferred to fresh plate Stock plate Fresh plate with agar & E. coli Figure 3. Set up of additional stock plates or experimental plates. (diameter divided by 2 to give the radius, then the radius squared and multiplied by pi). ii. Use the diameter of the plate to find the plate’s total area. iii.Divide the plate area by the field-of-view area to find the number of “fields-of-view” needed to “fill” the entire plate. iv.Multiply the number found in (iii) by the average field-of-view population to obtain estimated population for entire plate. 5. Plan the class schedule for this activity. Sixty to ninety minutes are needed on the first day for students to observe the nematodes and set up experimental populations. After that, students should census their nematode populations every several days for at least two weeks. These subsequent population counts usually take less than 30 minutes, especially as students gain experience. 6. Prepare students for activity: a. Assign lab teams (I found three-person teams work well). DAY ONE DATE: _________________________ # WORMS(CB61):_ _____________________ DATE:_ _____________________________DATE:_____________________________ # in SAMPLE 1: # in SAMPLE 2: # in SAMPLE 3: AVERAGE #: Plate Diameter: Sample Diameter: Estimated Total: worms # in SAMPLE 1: worms # in SAMPLE 2: worms # in SAMPLE 3: worms/sample AVERAGE #: in millimeters Plate Diameter: in millimetersSample Diameter: worms on plateEstimated Total: worms worms worms worms/sample in millimeters in millimeters worms on plate DATE:_ _____________________________DATE:_____________________________ # in SAMPLE 1: # in SAMPLE 2: # in SAMPLE 3: AVERAGE #: Plate Diameter: Sample Diameter: Estimated Total: worms # in SAMPLE 1: worms # in SAMPLE 2: worms # in SAMPLE 3: worms/sample AVERAGE #: in millimeters Plate Diameter: in millimetersSample Diameter: worms on plateEstimated Total: worms worms worms worms/sample in millimeters in millimeters worms on plate Figure 4. Sample Excel document for recording data and calculations. A separate worksheet is created for each experimental plate. In response to e-mail requests, I will e-mail as an attachment the spreadsheet used in this lab activity. Darwin’s Premises About Populations 221 b. Assign background readings on Darwin’s basic premises (from any biology textbook that includes the topic of evolution). purpose and experimental variables of each experiment, the names of their lab partners and a flow chart of the lab procedures).5 c. Assign students to read the lab handout (I require students to keep lab journals in which, before each experiment begins, they record the title, date and d. Before students begin activity, ask them to predict, by sketching x-y graphs, what the nematode populations will do over the course of the activity. Instructions to Students This subsection is the handout that students receive. Lab question: Do populations behave as Darwin described? Purpose: To test for the presence of geometric reproductive rates, variation, competition, and a “struggle for existence” in a model organism population. Experimental variables: • Independent variable: the nematode strains (two strains each grown on separate plates, plus the two combined in a third plate). • Dependent variable: change in populations over time. Concepts: Darwin gained an important insight in his thinking about how species might change over time when he read Thomas Malthus’ An Essay on the Principle of Population. Malthus wrote that living things reproduce at a rate much greater than any possible increase in resources (such as food), and that populations are therefore subject to “waste of seed, sickness, and premature death” (Malthus, 1798). Malthus’ particular concern was human populations, but from Malthus’ principles Darwin developed his ideas about a “struggle for existence” and natural selection in all living species. The organism you will use for this lab is Caenorhabditis elegans (C. elegans). This is a tiny worm (nematode) that normally lives in soil. Here are some facts about C. elegans: • It feeds on bacteria. You will grow the nematode on plates of agar with bacteria added. The agar provides moisture and micro-nutrients. • Most of the individuals you will see are hermaphrodites, capable of producing both eggs and sperm and self-fertilizing. Hermaphrodites have thin, thread-like tails. • A few individuals are male, producing only sperm. You can recognize the males by the stubby “fishhook” structure of their tails. Males can mate with hermaphrodites. • No individuals are female; that is, none produce only egg cells. • C. elegans has many of the same cell processes and proteins (including enzymes) as humans and other more “familiar” organisms, so it is commonly used as a research model for biological processes. • C. elegans has a short life cycle: It reaches maturity and begins producing offspring in a matter of days. Over the next two or three weeks, you will be looking for whether Darwin’s premises (influenced by his reading of Malthus’ essay) are borne out in the nematode populations: • Is the reproductive rate of the nematodes geometric? 5 • Is the nematode population growth eventually restricted (or reversed) by limits in resources (such as food or space)? • Do the nematodes vary in appearance or behavior, as Darwin suggested would be true in any population? • Does there seem to be a competitive factor as the population increases, with some variations out-competing (having more surviving offspring) than other variations? Procedures Day 1: Observing the nematodes 1. Look at the various stock plates of nematodes. Each plate has a particular “strain” or variety of the nematode species. Try to figure out and describe/draw the features that distinguish one strain from another. 2. In the N2 strain, find a male, and draw its appearance (the other strains do not produce males). If you do not find a male after a reasonable period of searching (they are rare), move to the next step. Day 1: Setting up a population 1. Obtain a culture plate that has been prepared with nematode growth agar and bacteria. Label the underside of the plate with the date, your team’s name, and the strain you will work with first. Every team will work with the N2 strain and one additional strain. 2. Obtain a stock plate of your first strain of nematodes. Use a razor blade to cut out a pie slice of agar from the stock-plate. Your piece should be small—only a few millimeters across. Place this agar triangle (right-side up) in the fresh plate you labeled in Step 1. 3. Using a dissection microscope, focus on the upper surface of your agar triangle. Count and record the number of nematodes present. Then turn the agar triangle upside-down, to help the nematodes crawl off and onto your plate. 4. Repeat Steps 1-3, above, using a stock plate with a different strain of nematode. 5. Obtain a third fresh culture plate of medium & bacteria. On this plate, you will place a pie slice from both stock plates of your chosen strains. Prepare and label this plate accordingly. 6. Place all your plates in the growing chamber (a plastic tub with a lid, lined with moistened paper towels—this keeps the nematode medium from drying out). The growing chamber will be kept at room temperature. 7. Record your Day 1 data in your lab journal and in the Excel document provided. continued In response to e-mail requests, I will e-mail as an attachment the student lab handout. 222 The American Biology Teacher, Volume 69, No. 4, april 2007 Instructions to Students continued from previous page Subsequent Observations 1. On the second day of this experiment, remove the pie slices from each of your plates. By this time, most or all the nematodes will have crawled off the pie slice onto the surface of the medium in your plates. Then go on to the next steps. 2. Each day in class for the next two weeks, as time permits, observe your nematodes, and record the following information (in your lab journal and in the Excel document provided): • Focus on three different areas of each plate. Count the number of nematodes in each field of view (for the N2 strain, you will need to note the number of males seen, if any, along with the total number of worms). • Measure and record the diameter in mm of your field-of-view. Your instructor will give directions for finding this measurement the first time.6 As the nematodes become more crowded, you may need to use a smaller field of view in your microscope. Be sure to record the field-of-view diameter each time you collect data. • Measure and record the diameter of your culture plate, in mm. 3. The Excel spreadsheet provided for this experiment is set up to calculate the number of nematodes in each plate. A formula in the spreadsheet will calculate the average number of nematodes per field-of-view in each plate. Another formula will use the diameter of the fieldof-view and the plate diameter to calculate an estimated total population for the plate. 4. Using the calculations in the spreadsheet, you should record the following in your lab journal: • How many nematodes are now in each plate, according to the calculated estimates? • In the plates that include N2 nematodes, how many are male? • How many adults of each strain are in your “twostrain” plate? 6 • Other observations that strike you (for example, are the nematodes on a given plate dispersed more or less evenly, or do they clump together? Does the proportion of adult versus young worms appear to change over time? Etc.). 5. Each time you make observations, comment on the questions that introduce this lab regarding variation, population growth, and competition. Are Darwin’s predictions evident in the nematode populations? 6. For additional credit, you may continue your data-gathering until the end of our unit on evolution (or beyond). Discuss this with your instructor. Lab Conclusions To be written in lab journal. 1. Prepare graphs for each of your plates, with estimated total populations of each strain plotted against time. 2. How did the changes in the populations’ numbers compare to your original predictions? What changes were unexpected or surprising to you? 3. Are Darwin’s premises, as inspired by Malthus, borne out by the nematode populations? Support each answer by referring to your data. • Do the nematode populations increase geometrically? • Do resources (food or space) seem to put a limit on the populations? • Do the nematodes vary in appearance or behavior, as Darwin suggested would be true in any population? • Does there seem to be a competitive factor as the population increases, with some variations (strains, genders, behaviors, or ages) out-competing other variations, as evidenced by their proportion of the population total? 4. What might be the advantage to a population (such as the N2 strain) in having many hermaphrodites, few males, and no females (remember that “advantage” in evolutionary terms means “produces the most offspring”). Field-of-view diameters at lower magnifications can be measured directly, by placing a metric ruler on the stage and counting the mm that cross the field of view. For higher magnifications, the field-of-view diameter can be calculated proportionally. For example, if the field-of-view diameter with the 4X objective were 4 mm, then the field-of-view diameter for the 10X objective would be 4/10 * 4 mm. Assessment & Results “winner” in the competition for resources, and sometimes with strains cycling back and forth in dominance. Students who carry out this activity are nearly always astonished at the rapid growth of the C. elegans population—commonly from a few dozen individuals at the outset, to thousands within two or three days. The population crash that follows is equally dramatic (see Figure 5, sample of student graph). Less dramatic, but just as significant, is what happens after the “crash.” Populations may fluctuate around an apparent “carrying capacity:” When the nematode population drops, the bacterial population rebounds, followed by a rebound in the nematode population … etc. In plates with two strains, the proportion of each strain may also fluctuate over time, sometimes with a clear I collect lab journals after the experiment is concluded. Besides evaluating the work on basic criteria (such as clarity of recorded data, etc.), I assess the students’ conclusions. Do their conclusions reflect an understanding of Darwin’s premises? Have they logically applied their experimental findings to these premises? In particular, the quality of students’ graphs and their interpretation of those graphs offers windows into the students’ understanding. Each student lab team is expected to analyze its findings as a team. Depending on time available, this is done in one or more of the following ways: Darwin’s Premises About Populations 223 • A “symposium” during which each team formally presents its findings (including tables and graphs of data) and answers questions from other teams . • A co-authored typed lab report, including the lab question, purpose, basic procedures, data tables, graphs, conclusions, and short bibliography . If we place the N2 and CB87 strains of C. elegans in the same environment, who will thrive? Total population in environment • A “lab meeting” during which all teams compare and analyze their results, discuss possible errors and debate conclusions . At the conclusion of the unit, students take an exam on principles Figure 5. Student-produced graph of C.elegans data. of the Darwin-Wallace theory . Several questions on the exam require students to apply data and observations when food became scarce the more sluggish CB190, who from this experiment in their explanations of Darwin’s premises . probably used less energy than their fast moving counterFor example, one student analyzed the C. elegans data as follows: parts, flourished as they were able to survive on less food. Although there were more CB 190 at first the N2 quickly overtook them and continued to dominate; however, after about two weeks as the food supply became scarce the CB190 seemed like they were coming back. I believe that the initial success of the N2 was based on our hypothesis that they are better able to find and acquire food, however, 224 The AmericAN Biology TeAcher, Volume 69, No. 4, APril 2007 For more advanced courses, a number of extensions are possible . For example, rather than give students a method for estimating the population, the instructor can wait until students are confronted with uncountable thousands of nematodes . Then the problem can be posed: How can we estimate these populations with reasonable accuracy? Other more sophisti- cated mathematical analyses could be done, such as an analysis of population age structure over time. This activity was designed to examine Darwin’s original ideas about populations, before knowledge of genetics informed our understanding of evolution. The activity could be extended to examine natural selection in the light of population genetics. As the student comment above intimates, different strains may flourish as the environment changes. Would different strains (phenotypes) flourish under different conditions of temperature, moisture, light, bacterial food source, etc.? Likewise, students could start with small initial populations of mixed strains and observe genetic drift (founder or bottleneck effects) in action. Students can also be challenged to develop and carry out their own lines of inquiry about population dynamics, competition under different experimental conditions, spatial distribution under different conditions, and so on. Because C. elegans is a widely-used model organism in biological research (It was the first animal species whose entire genome was sequenced [Pines, 2001]), instructors and interested students will be able to find a wealth of information about this organism (for example, Riddle et al., 1997; Brown, 2003; CGC, nd). Acknowledgments I wish to thank Nancy Hutchinson and Mary Vail of the Science Education Partnership (SEP) at Fred Hutchinson Cancer Research Center in Seattle, Washington, for their assistance in the preparation of this article and for the SEP program’s twelve-plus years of supporting and spurring my professional development. Theresa Stiernagle, curator at the Caenorhabditis Genetics Center, has been an unstintingly generous resource for C. elegans stocks and information. Thanks also to Mary Margaret Welch, Katie Morrison and Laurie Greco, who shared their expertise in the use of C. elegans as a teaching tool, to the great improvement of this activity. Finally, I am grateful to my students at Seattle Academy for their suggestions, samples of their work, and the constant reminders they provide of why teaching is well worth the effort. References Alberts, B. & Labov, J. (2004). Teaching the science of evolution. Cell Biology Education, 3, 75-80. Brown, A. (2003). 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Available online at: http://www.stephenjay gould.org/library/wallace_memoir.html. Weiner, J. (1994). The Beak of the Finch. New York, NY: Random House. WORM Initiative (Wisconsin Outreach Research Modules). (2004). The Characteristics of C. elegans that Make it Useful in Teaching. Available online at: http://www.loci.wisc.edu/outreach/text/ celegans.html. Darwin’s Premises about PoPulations 225