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Taxonomy: Classifying and Naming Organisms

After completing this exercise, you will be able to

1. define common name, scientific name, binomial, genus, specific epithet, species, taxonomy, phylogenetic system, dichotomous key, herbarium;

2. distinguish common names from scientific names;

3. explain why scientific names are preferred over common names in biology;

4. identify the genus and specific epithet in a scientific binomial;

5. write out scientific binomials in the form appropriate to the Linnean system;

6. construct a dichotomous key;

7. explain the usefulness of an herbarium;

8. use a dichotomous key to identify plants, animals, or other organisms as provided by your instructor.

Introduction We are all great classifiers. Every day, we consciously or unconsciously classify and categorize the objects around us. We recognize an organism as a cat or a dog, a pine tree or an oak tree. But there are numerous kinds of oaks, so we refine our classification, ivin the trees distinguishing names such as "red oak," "white oak," or "bur oak." These are examples o common name names with which you are probably iiillsHamiliar. - ---scientists are continuall exchanging information about living organisms. But not all scientists speak the same language. Th ommon nam "white oak," familiar to an An:erican, is probably not familiar to a Spanish ~logist, even though the tree we know as white oak may exist in Spain as well as in our own backyard. Moreover, even within our own language, the same organism can have several common names. For example, within North America a gopher is also called a ground squirrel, a pocket mole, and a groundhog. On the other hand, the same common name may describe many different organisms; there are more than 300 different trees called "mahogany"! To circumvent the problems associated with common names, biologists use t[ctenti1i9

0 a§9 !hat are ni ue to each kin · and tha ar u throu hout A cientific nam js two-parted, a bin mial. The.iirst word of the binomial designates the group to which

the organism be ongs; this is the enus arne (the plural of genus is genera). All oak trees belon to the genus Quercus, a word derived from Latin . . ach kind of organism within a genus is given a ecific e ithe Thus, the scientific name for white oak is Quercus alba (~Clfic ep1tljl is_Ellzg), while that of bur oa IS Quercus macrocarpa ~is macrocarl!£!1

Notice that the genus name is always capitalized; the specific e.Pithet usually is not capitalized (although it can be if it is the proper name oi' a person or place). The binomial is written in italics (since theseare Latin names); if italics are not available, the genus name and specific epithet are underlined.

You will hear discussion of "species" of organisms. For example, on a field trip, you may be asked "What ~ecies is this tree?" Assuming you are looking at a white oak, your reply would be "Quercus alba." .The scientific name of the species includes both the enus and s ecifi · - If a species is name more an once within a document, it is accepted convention to write out the full genus

name and specific epithet the first time and to abbreviate the genus name every time thereafter. For example, if white oak is being described, the first use is written Quercus alba, and each subsequent naming appears as Q. alba.

Similarly, when a number of species, all of the same genus, are being listed, the accepted convention is to write both the genus name and specific epithet for the first species and to abbreviate the genus name for each species listed thereafter. Thus, it is acceptable to list the scientific names for white oak and bur oak as Quercus alba and . macrocarpa, respectively.

axonom ·s the science of classification (categorizing) and nomenclature (naming). Biologists prefer a system that in 1cates the evolutionary relationships among organisms. To this end, classification became a j;i~ylogenetiD

(SYs,§ that is, one indicating the cmrent understanding of evolutionary ancestry among organism~

225

f

Current taxonomic thought separates all living organisms into six kingdoms:

1. Kingdom Bacteria (prokaryotic cells of great diversity, and that include pathogens) 2. Kingdom Archaea (prokaryotic organisms that are evolutionarily between eukaryotes and bacteria) 3. Kingdom Protista (as collection of lineages, some single-celled and some multi-celled; includes euglenoids,

ciliates, dinoflagellates, amoebas, and many groups of "algae") 4. Kingdom Fungi (fungi) 5. Kingdom Plantae (plants) 6. Kingdom Animalia (animals)

Let's consider the s~ientific system of classification, using ourselves as examples. All members of our species belong to Kingdom Animalia (arumals):

• Phylum Chordata (animals with a notochord) • Class Mammalia (animals with mammary glands and skin with hair) • Order Primates (mammals that walk upright on two legs) • Family Hominidae (human forms existin and extinct • enus omo mankind) • Specific epithet sapiens (wise) • Species: Homo sapiens

The more closely related evolutionarily two organisms are, the more categories they share. You and I are different individuals of the same species. We share the same genus and specific epithet, Homo and sapiens. A creature believed to be a close, extinct ancestor walked the Earth 1.5 million years ago. That creature shared our genus name but had a different specific epithet, erectus. Thus, Homo sapiens and H. erectus are different species.

Like all science, taxonomy is subject to change as new information becomes available. Modifications are made to reflect revised interpretations.

To classify organisms, you must first identify them. A taxonomic key helps to identify an object or organism unknown to you but that someone else has described . The user chooses between alternative characteristics of the unknown object and, by making the correct choices, arrives at the name of the object.

Keys that are based on successive choices between two alternatives are known as dichotomous keys (dichotomous means "to fork into two equal parts"). When using a key, always read both choices even though the first appears to describe the subject. Don' t guess at measurements; use a ruler. Since living organisms vary in their characteristics, don't base your conclusion on a single specimen if more are available.

MATERIALS

Per lab room: • several meter sticks or metric height charts taped to a wall

PROCEDURE

1. Suppose the geometric shapes below have unfamiliar names. Look at the d ichotomous key following the figures. Notice there is a la and a lb . Start with la. If the description in la fits the figure you are observing better than description lb, then proceed to the choices listed under 2, as shown at the end of line l a. If la does not describe the figure in question, lb does . Looking at the end of line lb, you see tha t the figure would be called an Elcric.

2. Use the key provided to determine the hypothetical name for each object. Write the n ame benea th the object and then check with your instructor to see if you have made the correct choices.

226 E X E R C I S E 1 8

Key

1a. Figure with distinct corners 2

1b. Figure without distinct corners Elcric

2a. Figure with 3 sides 3

2b. Figure with 4 or more sides 4

3a. All sides of equal length Legnairt

3b. Only 2 sides equal Legnairtosi

4a. Figure with only right angles Eraqus

4b. Figure with other than right angles Nogatco

3. Now you will construct a dichotomous key, using your classmates as subjects. The class should divide up into groups of eight (or as evenly as the class size will allow). Working with the individuals in your group, fill in Table 18-1, measuring height with a metric ruler or the scale attached to the wall.

4. To see how you might plan a dichotomous key, examine the following branch diagram below. If there are both men and women in a group, the most obvious first split is male/female (although other possibilities for the split could be chosen as well). Follow the course of splits for two of the men in the group.

Note that each choice has only two alternatives. Thus, we split into "under 1.75 m" and "1.75 m or taller." Likewise, our next split is into "blue eyes" and "nonblue eyes" rather than all the possibilities.

under 1.75m

blonde hair (Jim Perry)

male

blue eyes

1.75 m or taller

brown hair (Dave Morton)

start

non blue eyes

female

5. On a separate sheet of paper, construct a branch diagram for your group using the characteristics in Table 18-1 and then condense it into the dichotomous key that follows. When you have finished, exchange your key with that of an individual in another group. Key out the individuals in the other group without speaking until you believe you know the name of the individual you are examining. Ask that individual if you are correct. If not, go back to find out where you made a mistake, or possibly where the key was misleading. (Depending on how you construct your key, you may need more or fewer lines than have been provided.)

Taxonomy: Classifying and Naming Organisms 227

TABLE 18·1 Characteristics of Students

Student (name) Sex (m/f) Height (m) Eye Color Hair Color Shoe Size

1.

2 .

3.

4.

5.

6.

7.

8.

Key to Students in Group---------------

1a.

1b.

2a .

2b.

3a.

3b.

4a .

4b.

5a.

5b.

6a.

6b.

?a.

?b.

8a.

8b.

A. Some Microscopic Members of the Freshwater Environment (About 30 min.)

Supp ose you want to identify the specimens in some pond water. The easiest way is to key them ou t with a dich otom ous key, n ow tha t you know how to use one. In this section, you will do just that.

•, 228 E X E R C I S E 1 8

= = ijj u ©

MATERIALS

Per student: Per student group (table): • compound microscope • cultures of freshwater organisms • microscope slide • one disposable p las tic p ipet per culture • coverslips • methylcellulose in dropping b ottle • d issecting n eedle

PROCEDURE

1. Obtain a clean glass microscop e slid e and clean coverslip . 2. Using a d isposable plastic p ip et or dissecting n eedle, withdraw a small amount of the culture provided. 3. Place one d rop of the culture on the center of the slide. 4. Gently lower the coverslip onto the liquid . 5. Using your compound light m icroscop e, observe your wet mount. Focu s firs t w ith the low-power objective

and then with the m edium or high-dry objective, d ep ending on the size of the organism in the field of view. 6. Concentrate you r observa tion on a sin gle specimen , keying out the sp ecimen u sing the Key to Selected

Freshwater Inhabitants that follows. 7. In the space p rovided , write the scientific name of each organism you identify. After each identification,

have your instructor verify your conclusion . 8. Clean and reu se you r slide after each id entification .

Key to Selected Freshwater Inhabitants

1 a. Filamentous organism consisting of green, chloroplast-bearing threads 2

1 b. Organism consisting of a single cell or nonfilamentous colony 4

2a. Filament branched , each cell mostly filled with green chloroplast Cladophora

2b. Filament unbranched 3

3a. Each cell of filament containing 1 or 2 spiral-shaped green chloroplasts Spirogyra

3b. Each cell of filament containing 2 star-shaped green chloroplasts Zygnema

4a. Organism consisting of a single cell 5

4b. Organism composed of many cells aggregated into a colony 6

5a. Motile, teardrop-shaped or spherical organism Chlamydomonas

5b. Nonmotile, elongate cell on either end ; clear, granule-containing regions at ends Closterium

6a. Colony a hollow round ball of more than 500 cells; new colonies may be present inside larger colony Volvox

6b. Colony consisting of less than 50 cells 7

?a. Organism composed of a number of tooth-shaped cells Pediastrum

7b. Colony a loose square or rectangle of 4-32 spherical cells Gonium

Organism l is ______________________________________________________________________ ___

Organism2 is ______________________________________________________________________ ___

Organism 3is ______________________________________________________________________ ___

Organism 4is ______________________________________________________________________ ___

Organism S is __________________________________________________________________________ __

Organism 6is------------------------------------------------------------------~----- Organism 7is ______________________________________________________________________ ___

Organism S is ______________________________________________________________________ ___

Taxonomy: Classifying and Naming Organisms 229

B. Common Trees and Shrubs (About 1 hour)

Suppose you want to identify the trees growing on your campus or in your yard at home. Without having an expert present, you can now do that, because you know how to use a taxonomic key. But how can you be certain that you have keyed your specimen correctly?

Typically, scientists compare their tentative identifications against reference specimens-that is, preserved organisms that have been identified by an expert taxonomist (a person who names and classifies organisms). If you are identifying fishes or birds, the reference specimen might be a bottled or mounted specimen with the name on it. In the case of plants, reference specimens most frequently take the form of herbarium mounts (Figure 18-1) of the plants. An herbarium (plural, herbaria) is a repository, a museum of sorts, of preserved plants. The taxonomist flattens freshly collected specimens in a plant press. They are then dried and mounted on sheets of paper.

Herbarium labels are affixed to the sheets, indicating the scientific name of the plant, the person who collected it, the location and date of collection, and often pertinent information about the habitat in which the plant was found.

It is likely that your school has an herbarium. If so, your instructor may show you the collection. To some, this endeavor may seem boring, but herbaria serve a critical function. The appearance or disappearance of plants from the landscape often gives a very good indication of environmental change. An herbarium records the diversity of plants in the area, at any point in history since the start of the collection. ~

MATERIALS

Per student group (table): • set of eight tree twigs with leaves (fresh or herbarium Figure 18-1 A typical herbarium mount.

specimens) or • trees and shrubs in leafy condition (for an outdoor lab)

PROCEDURE Use the appropriate following key to identify the tree and shrub specimens that have been provided in the lab or that you find on your campus. Refer to the Glossary to Tree Key (page 236) and Figures 18-2 through 18-9 (pages 230-232) when you encounter an unfamiliar term. When you have finished keying a specimen, confirm your identification by checking the herbarium mounts or asking your instructor.

Note: Some descriptions within the key have more characteristics than your specimen will exhibit. For example, the key may describe a fruit type when the specimen doesn't have a fruit on it. However, other specimen characteristics are described, and these should allow you to identify the specimen in most cases.

Note: The keys provided are for selected trees of your area. In nature, you will find many more genera than can be identified by these keys.

230 E X E R C I S E 1 8

Figure 18-2 Structure of a typical plant {bean).

Common names within parentheses follow the scientific name. A metric ruler is provided below for use where measurements are required.

axillary bud

toothed margin

node

leaflet (lateral)

(a) toothed

axillary bud

(b) lobed

Figure 18-3 Simple leaves. Figure 18-4 Pinnately compound leaf.

margin entire

spine (thorn) base (obtuse)

node :::::::::;;;iif!~:_

internode

Figure 18-5 Simple leaves-alternating. Figure 18-6 Simple leaves-opposite.

(a) pith chambered (b) pith solid

Figure 18-7 Palmately compound leaf. Figure 18-8 Pith types.

Taxonomy: Classifying and Naming Organisms 231

I

(a) pome (apple, hawthorne)

(e) capsule (buckeye)

Figure 18-9 Fruit types.

wing

{b) schizocarps (maple)

(f) pods (pea)

(c) samaras (ash) {d) nuts (oak )

(g) drupe (cherry)

1111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111

0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

ce ntimeters

Key to Some Common Genera of Trees of the Midwestern and Eastern United States and Canada

1a.

1b.

2a .

2b.

3a.

3b.

4a.

Leaves broad and flat; plants producing flowers and fruits (angiosperms)

Leaves needlelike or scalelike ; plants producing cones, but no flowers or fruits

(gymnosperms)

Leaves compound

Leaves simple

Leaves alternate

Leaves opposite

Leaflets short and stubby, less than twice as long as broad; branches armed

with spines or thorns ; fruit a beanlike pod

4b. Leaflets long and narrow, more than twice as long as broad ; trunk and branches

Sa .

unarmed ; fruit a nut

Leaflet margin without teeth; terminal leaflet present; small deciduous spines at

leaf base

Sb. Leaflet margin with fine teeth ; terminal leaflet absent; large permanent thorns on

trunk and branches

232 EX E R C I S E 1 8

2

22

3

9

4

7

5

6

Robinia (black locust)

Gleditsia (honey locust)

6a.

6b.

7a.

?b.

8a.

8b.

9a.

9b.

10a.

10b.

11a.

11 b.

12a.

12b.

13a.

13b.

14a.

14b.

15a.

15b.

16a.

16b.

17a.

17b.

18a.

18b.

19a.

19b.

20a.

20b.

21a.

21b.

Leaflets usually numbering less than 11; pith of twigs solid

Leaflets numbering 1 or more; pith of twigs divided into chambers

Leaflets pinnately arranged; fruit a light-winged samara

Leaflets palmately arranged ; fruit a heavy leathery spherical capsule

Leaflets mostly 3-5; fruit a schizocarp with curved wings

Leaflets mostly more than 5; samaras borne singly, with straight wings

Leaves alternate

Leaves opposite

Leaves very narrow, at least 3 times as long as broad; axillary buds flattened against stem

Leaves broader, less than 3 times as long as broad

Leaf margin without small, regular teeth

Leaf margin with small, regular teeth

Fruit a pod with downy seeds; leaf blade obtuse at base ; petioles flattened,

or if rounded, bark smooth

Fruit an acorn; leaf blade acute at base; petioles rounded ; bark rough

Leaves (at least some of them) whh lobes or other indentations in addition to

small , regular teeth

Leaves without lobes or other indentations except for small, regular teeth

Lobes asymmetrical , leaves often mitten-shaped

Lobes or other indentations fairly symmetrical

Branches thorny (armed) ; fruit a small applelike pome

Branches unarmed

Bark smooth and waxy, often separating into thin layers ; leaf base symmetrical

Bark rough and furrowed; leaf base asymmetrical

Leaf base asymmetrical , strongly heart-shaped , at least on one side

Leaf base acute, truncate, or slightly cordate

Leaf base asymmetrical ; bark on older stems (trunk) often warty

Leaf base symmetrical

Leaf blade usually about twice as long as broad, generally acute at base;

fruit fleshy

Leaf not much longer than broad, generally truncate at base; fruit a dry pod

Leaf tapering to a pointed tip, glandular at base

Leaf spoon-shaped with a rounded tip, no glands at base

Leaf margins with lobes and points ; fruit a schizocarp

Leaf margins without lobes or points; fruit a long capsule

Carya (hickory)

Juglans (walnut, butternut)

8

Aesculus (buckeye)

Acer (box elder)

Fraxinus (ash)

10

21

Salix (willow)

11

12

13

Populus (poplar, popple,

aspen)

Quercus (oaks)

14

16

Morus (mulberry)

15

Crataegus (hawthorne)

17

Betula (birch)

Ulmus (elm)

Tilia (basswood or linden)

18

Celtis (hackberry)

19

20

Populus (poplar, popple,

aspen)

Prunus (cherry)

Crataegus (hawthorne)

Acer (maple)

Catalpa (catalpa)

Taxonomy: Classifying and Naming Organisms 233

22a.

22b.

23a.

23b.

24a.

24b.

25a.

25b.

26a.

Leaves needlelike, with 2 or more needles in a cluster

Leaves needlelike or scalelike, occurring singly

Leaves more than 5 in a cluster, soft, deciduous, borne at the ends of conspicuous

stubby branches

Leaves 2-5 in a cluster

Leaves soft, not sharp to the touch

Leaves stiff or sharp and often unpleasant to touch

Leaves about 0.2 em and scalelike, overlapping

Leaves needlelike, appear to form two ranks on twig

Leaves with distinct petioles, 0.8-1.5 em long; twigs rough; female cones drooping

from branches

26b. Leaves without distinct petioles, 1-3 em long; twigs smooth; female cones erect on

branches

27a.

27b.

28a.

28b.

Leaves appear triangular-shaped, about 0.5 em, and tightly pressed to twig; cone

blue, berrylike

Leaves elongated and needlelike

Tree; leaves 4-sided, protrude stiffly from twig; female cones droop from branch

Shrub; leaves flattened, pressed close to twig at base; seed partially covered by a fleshy coat, usually red

Key to Some Common Genera of Trees of the Pacific Region of the United States and Canada

1a.

1b.

2a.

2b.

3a.

3b.

4a.

4b.

Sa.

5b.

6a.

Leaves broad and flat; plants producing flowers and fruits (angiosperms)

Leaves needlelike or scalelike; plants producing cones, but

no flowers or fruits (gymnosperms)

Leaves compound

Leaves simple

Leaves pinnately arranged

Leaves palmately arranged

Leaflets numbering 7; fruit a samara

Leaflets 15-17; fruit a nut

Leaflets numbering 3, lobed; fruit a schizocarp

Leaflets numbering more than 3; fruit a smooth or spiny capsule

Three or more equal-sized veins branching from leaf base

6b. Leaf with single large central vein with other main veins branching from the central vein

?a. Leaves opposite; fruit a schizocarp

?b. Leaves alternate

234 E X E R C I S E 1 8

23

24

Larix (larch, tamarack)

Pinus (pines)

25

27

Thuja (white cedar, arbor

vitae)

26

Tsuga (hemlock)

Abies (firs)

Uuniper, Eastern red cedar)

28

Picea (spruces)

Taxus (yew)

2

15

3

6

4

5

Fraxinus (ash)

Juglans (walnut)

Acer (box elder)

Aesculus (buckeye)

7

9

Acer (maple)

8

Sa.

Bb.

9a.

9b.

10a.

10b.

11a.

11 b.

12a.

12b.

13a.

13b.

14a.

14b.

15a.

15b.

16a.

16b.

17a.

17b.

18a.

18b.

19a.

19b.

20a.

20b.

21a.

21b.

22a.

Leaves nearly round in outline; fruit a pod

Leaves deeply lobed, very hairy beneath; fruit consisting of an aggregation of

many 1-seeded nutlets surrounded by long hairs

Leaf lobed ; fruit a nut

Leaf not lobed

Leaves opposite; fruit a drupe; halves of leaf remain attached by "threads" after

blade has been creased and broken

Leaves alternate

Upon crushing, blade gives off strong, penetrating odor

Blade not strongly odiferous upon crushing

Branch bark smooth, conspicuously red-brown; fruit a red or orange berry

Branch rough, not colored red-brown

Undersurface of leaves golden-yellow; fruit a spiny, husked nut

Leaves green beneath

Petiole hairy; leathery blade with a stubby spine at end of each main vein; fruit a nut

Petiole and leaf lacking numerous hairs, leaves long and narrow, more than twice as

long as wide

Leaves needlelike

Leaves scalelike

Leaves needlelike, with 2 or more needles in a cluster

Leaves needlelike , occurring singly

Needles 2-5 in a cluster

Needles 6 or more per cluster, soft, deciduous, borne at

the ends of stubby, conspicuous branches

Round scars on twigs where old needles have fallen off ; twigs smooth; needles soft

to the grasp; cones pointing upward with reference to stem

Twigs rough, with old needle petioles remaining

Needles angled, stiff, sharp, pointed, unpleasant to grasp; cones hanging

Needles soft, not sharp when grasped

Needles round in cross section, can be rolled easily between thumb and index finger;

needles less than 1.3 em long; cones small, less than 1.5 em

Needles too flat to be rolled easily

Tips of needles blunt or rounded, undersurface with 2 white bands; cones with long,

conspicuous, 3-lobed bracts

Tips of needles pointed

Tops of needles grooved; woody seed cones broadly oblong in outline

22b. Tops of needles with ridges; lacking in cones, instead having a red, fleshy, cuplike

seed covering

Cercis (redbud)

Platanus (sycamore)

Quercus (oak)

10

Comus (dogwood)

11

Eucalyptus (eucalyptus)

12

Arbutus (madrone)

13

Catanopsis (golden

chinquapin)

14

Lithocarpus (tanoak)

Salix (willow)

16

23

17

18

Pinus (pine)

Larix {larch)

Abies (fir)

19

Picea (spruce)

20

Tsuga {hemlock)

21

Pseudotsuga (Douglas fir)

22

Sequoia (redwood)

Taxus (yew)

Taxonomy: Classifying and Naming Organisms 235

23a. Twig ends appear as if jointed Calocedrus (incense cedar)

23b. Tips of branches flattened, not jointed in appearance 24

24a.

24b.

Leaves glossy and fragrant

Leaves awl-shaped, arranged spirally on twig

Thuja (Western red cedar)

Sequoiadendron (giant sequoia)

Glossary to Tree Key

• Acorn-The fruit of an oak, consisting of a nut and its basally attached cup (Figure 18-9d) • Acute-Sharp-pointed (Figure 18-2) • Alternate-Describing the arrangement of leaves or other structures that occur singly at successive nodes or

levels; not opposite or whorled (Figure 18-5) • Angiosperm-A flowering seed plant (e.g., bean plant, maple tree, grass) • Armed-Possessing thorns or spines • Asymmetrical-Not symmetrical • Axil-The upper angle between a branch or leaf and the stem from which it grows • Axillary bud-A bud occurring in the axil of a leaf (Figures 18-3 through 18-7) • Basal-At the base • Blade-The expanded, more or less flat portion of a leaf (Figure 18-2) • Bract-A much reduced leaf • Capsule-A dry fruit that splits open at maturity (e.g., buckeye; Figure 18-9e) • Compound leaf-Blade composed of two or more separate parts (leaflets) (Figures 18-4, 18-7) • Cordate-Heart-shaped (Figure 18-2) • Deciduous-Falling off at the end of a functional period (such as a growing season) • Drupe-Fleshy fruit containing a single hard stone that encloses the seed (e.g., cherry, peach, or dogwood;

Figure 18-9g) • Fruit-A ripened ovary, in some cases with associated floral parts (Figure 18-9a-g) • Glandular-Bearing secretory structures (glands) • Gymnosperm-Seed plant lacking flowers and fruits (e.g., pine tree) • Lateral-On or at the side (Figure 18-4) • Leaflet-One of the divisions of the blade of a compound leaf (Figures 18-4, 18-7) • Lobed-Separated by indentations (sinuses) into segments (lobes) larger than teeth (Figure 18-3b) • Node-Region on a stem where leaves or branches arise (Figures 18-2 through 18-7) • Nut-A hard, one-seeded fruit that does not split open at maturity (e.g., acorn; Figure 18-9d) • Obtuse-Blunt (Figure 18-6) • Opposite-Describing the arrangement of leaves of other structures that occur two at a node, each separated

from the other by half the circumference of the axis (Figure 18-6) • Palmately compound-With leaflets all arising at apex of petiole (Figure 18-7) • Petiole-Stalk of a leaf (Figures 18-2, 18-3, 18-4, 18-7) • Pinnately compound-A leaf constructed somewhat like a feather, with the leaflets arranged on both sides of

the rachis (Figure 18-4) • Pith-Internally, the centermost region of a stem (Figure 18-8a, b) • Pod-A dehiscent, dry fruit; a rather general term sometimes used when no other more specific term is

applicable (Figure 18-9£) • Fame-Fleshy fruit containing several seeds (e.g., apple or pear; Figure 18-9a) • Rachis-Central axis of a pinnately compound leaf (Figure 18-4) • Samara-Winged, one-seeded, dry fruit (e.g., ash fruits; Figure 18-9c) • Schizocarp-Dry fruit that splits at maturity into two one-seeded halves (Figure 18-9b) • Simple leaf-One with a single blade, not divided into leaflets (Figures 18-3, 18-5, 18-6) • Spine-Strong, stiff, sharp-pointed outgrowth on a stem or other organ (Figure 18-6) • Symmetrical-Capable of being divided longitudinally into similar halves • Terminal-Last in a series (Figure 18-4) • Thorn-Sharp, woody, spinelike outgrowth from the wood of a stem; usually a reduced, modified branch • Tooth-Small, sharp-pointed marginal lobe of a leaf (Figure 18-3a) • Truncate-Cut off squarely at end (Figure 18-3a) • Unarmed-Without thorns or spines • Whorl-A group of three or more leaves or other structures at a node

236 E X E R C I S E 1 8

18.3

Each year millions of" evergree:1" trees b ecome the center of attraction in human d wellings during the Christmas season . The process cf sel ecting the all-important tree is the same whether you resid e in the city w h er e you b u y your tree from a commercial grower, or w h ether you cu t on e off your " b ack forty." You ponder and evaluate each specimen until, with the u tmos t confiden ce, you bring home that perfect tree. Now that you h ave i t, just what kin d of tree stands i n you r h ome, l ook i n g som ewh at l i k e a cross b etween Old G l ory an d the Sis ti n e Chapel ? This key contains most of the trees that are u sed as Christmas trees; other gymnosperm trees are inclu ded, too. The common "Ch ris tmas trees" have an asterisk after th eir scientific name. Note that this key, unl ike those in the preceding section s, ind icates actual species d esi gnation s.

1a. Tree fragrant, boughs having supported (on clear moonlit nights) masses of glistening snow on their green needles; tree a product of nature

1 b. Tree not really a tree but rather a product of a cold and insensitive society; tree

2a.

2b.

3a.

3b.

4a.

4b.

5a.

5b.

6a .

6b.

?a.

never giving life and never having life

Leaves persistent and green throughout the winter, needlelike, awl-shaped, or scale like

Leaves deciduous; for this reason not a desirable Christmas tree

Leaves in clusters of 2-5, their bases within a sheath

Leaves borne singly, not in clusters

Cones 1.25- 1.8 em long, 12-15 scales making up cone

Cones 1.8-3.5 em long, 40-50 scales comprising cone

Leaves 5 in a cluster, cones 1Q-25 em long

Leaves 2 in a cluster, cones less than 10 em long

Leaves 2.5-7.5 em long

Leaves 7.5-15 em long

Leaves with a bluish cast; cones with a stout stalk, pointing away from the tip of the branch ; bark orange in the upper part of the tree

?b. Leaves 1.25-3.75 em long; cones stalkless, pointing forward toward the tip

Sa .

of branch

Leaves slender, shiny; bark of trunk red -brown ; cones 5-7.5 em long ; scales of cones without any spine at tip

8b. Leaves thickened , dull ; bark of trunk gray to nearly black; cones 5 to 7.5 em long;

9a.

9b.

10a.

10b.

11 a.

11 b.

scales of cone armed with short spine at tip

Leaves scalelike or awl-shaped

Leaves needlelike

Twigs flattened , leaves all of one kind, scalelike, extending down the twig below the point of attachment

Twigs more or less circular in cross section ; leaves of two kinds, either scalelike or awl-shaped , often both on same branch , not extending down the twig ; coneless but may have a blue berrylike structure

Leaves with petioles

Leaves lacking petioles, leaf tip notched, needles longer than 1.25 em

2

17

3

4

5

9

Larix laricina (tamarack)

Larix decidua (larch)

Pinus strobus (white pine)

6

7

8

Pinus sylvestris * (scotch pine)

Pinus banksiana Uack pine)

Pinus resinosa * (red pine)

Pinus nigra * (Austrian pine)

10

11

Thuja occidentalis (white cedar, arbor vitae)

Juniperus virginiana (red cedar)

12

Abies balsamea* (balsam fir)

Taxonomy: Classifying and Naming Organisms 237

12a.

12b.

13a.

13b.

14a.

14b.

15a.

Leaves angular, 4-sided in cross section, harsh to the

touch; petiole adheres to twig

Leaves flattened

Leaves 3-10 mm long, blunt-pointed ; twigs rusty and hairy

Leaves 2 em long, sharp-pointed; twigs smooth

Cones 2.5-5 em long ; leaves ill-scented when bruised or

broken; smaller branches mostly horizontal

Cones 7.5-15 em long; scales comprising cone with

finely toothed markings; leaves not ill-scented when

bruised or broken; smaller branches drooping

Leaves pointed, over 1.25 em long; red fleshy, berrylike

structures present

15b. Leaves rounded at tip, less than 1.25 em long, with

two white lines on underside

16a.

16b.

17a.

17b.

Leaves 2-2.5 em long, dull dark green on top, with

two broad yellow bands on undersurface; petiole yellowish

Leaves 1.25-2 em long, without yellow bands

on underside

Tree a glittering mass of structural aluminum, sometimes

illuminated by multicolored floodlights

Tree green , made from petroleum products ;

used year after year; exactly like all others of its manufacture

238 E X E R C I S E 1 8

13

15

Picea mariana* (black

spruce)

14

Picea glauca * (white spruce)

Picea abies* (Norway spruce)

16

Tsuga canadensis (hemlock)

Taxus cuspidata (Japanese yew)

Taxus canadensis (American

yew)

Aluminous ersatzenbaum *

(aluminum substitute)

Plasticus perfectus * (plastic

substitute)

Name------------------ Sectio n Numbe r ____________ _

EXERCISE 1 8

Taxonomy: Classifying and Naming Organisms

Post-Lab Questions

Introduction

1. If you were to use a binomial system to identify the members of your fa mily or the family of a friend, (mother, fa ther, sis ters, bro thers), how would you write their names so that your system would most closely approxim a te that used to designate species?

G;aet\v~ rJ'~r..a,w;,· ...svl~ ~ ~pi+heJ-

SJ...a.w// flP<.-dlA-- uh.awir' lo / ()._ 2. Describe several advantages of using scientific names instead of common names.

• .:Sde.-n-\-\~-L Y)Q.me5 c::A.Y"e.... \.J.Sec~ -+\.-Y"ou_:J~c:llJ-\- \-he... LL;c-XlJ ~ v-d -\-~ ?r-<:""- un~9 ue_ .\-o ec:AC'-" \:::_; nd ~ o'l-3o..n\ s 'm, ,

c f>1-o!en-h- --t~<- trob\e.t'Yls ~nd ccnhAS:IC)h ~~ ~~c_ Cz\~ ~ c.a>vn mo 11 V\?'.ntCS ·

3. Based on the following classifica tion scheme, which two organisms are most closely phylogenetically related? Why?

Organism 1 Organism 2 Organism 3 Organism 4

Kingdom Animalia Animal ia An imalia Animalia

Phylum Arthopoda Arthropoda Arthropoda Arthropoda

Class Insecta Insecta Insecta Insecta

Order Coleoptera Coleoptera Coleoptera Coleoptera

Genus Cau/ophilus Sitophilus Latheticus Sitophilus

Specific epithet oryzae oryzae oryzae zea maize

Common name Broadnosed grain Rice weevil Long headed Maize weevil

weevil flour beetle

Taxonomy: Classifying and Naming Organisms 241

- ---- ------------------

I

18.2 Using a Taxonomic Key

Consider the drawing ofplants A and B in answering questions 4-6.

plant A plant B

4. Using the taxonomic key in the exercise, identify the two plants as either angiosperms or gymnosperms.

Plant A is a (an) An,8\cs~ms Plant B is a (an) qyvnrospermS

5. To what genus does plant A belong? What is its common name? genus: ______________________________________________________________________ _

common name: ______________________________________________________________________ _

, 6. To what genus does plant B belong? What is its common name?

genus:------------------------------------------------------~---------------

commonname: ______________________________________________________________________ _

Consider the drawing of plants C and Din answering questions 7-9.

242 £ X E R C I S E 1 8

7. As completely as possible, describe the leaf of plant C.

r~ve..s bra~d1 -....... -Ha-\; 5'VYlf>ltz--

8. To what genus does plant C belong? What is its common name? genus: ______________________________________________________________________ __

corrunonname: ______________________________________________________________________ __

9. Using the taxonomic key to freshwater organisms in the exercise, identify the genus of the organism below.

0 13

L---------------------------------------------------~~

genus: ______________________________________________________________________ __

Food for Thought

10. If you owned a large, varied music collection, how might you devise a key to keep track of all your different kinds of music?

Taxonomy: Classifying and Naming Organisms 243

Pre-Lab Questions

-- 1.

-- 2.

-- 3.

~ name "human" is an example of a common name. scientific name.

(c) binomial. (d) polynomial.

Current scientific thought places organisms in one of_ kingdoms. (a) two (b) four (c) five ® six

The scientific name for the ruffed grouse is Bonasa umbellus. Bonasa is 5£)l::ia) the family name. ® the genus. (c) the specific epithet. (d) all of the above

__ 4. A binomial is always a (a) genus. (b) specific epithet. (c) scientific name. @)) two-part name.

5. The science of classifying and naming organisms is known as ~ taxonomy. (b) phylogeny. (c) morphology. (d) physiology.

6. Which scientific name for the wolf is presented correctly? (a) Canis lupus (b) canis lupus ~ Canis lupus 'tO) Canis Lupus

7. A road that dichotomizes is (aj an intersection of two crossroads. ~a road that forks into two roads. (c) a road that has numerous entrances

and exits. (d) a road that leads nowhere.

8. Most scientific names are derived from (a) English.

(@) Latin. (c) Italian. (d) French.

9. One problem with using common names is that (a) many organisms may have the same

common name. (b) many common names may exist for

the same organism. (c) the common name may not be

familiar to an individual not speaking the language of the common name.

@ all of the above are true. 10. Phylogeny is the apparent

(a) name of an organism. @/ancestry of an organism. (c) nomenclature. (d) dichotomy of a system of

classification.

Taxonomy: Classifying and Naming Organisms 239

II

39.pdf

Human Skeletal and Muscular Systems

After completing this exercise, you will be able to

1. define bones, ligaments, joints, skeletal muscles, tendons, muscle tone, posture, sutures, synovial joints, diaphysis, epiphyses, compact bone, spongy bone, marrow cavity, lever;

2. identify the major bones of the human skeleton;

3. describe the structure of a typical bone;

4. define origin, insertion, and action as these terms apply to skeletal muscles and their tendons;

5. distinguish between isometric and isotonic contractions of skeletal muscles;

6. give everyday and anatomical examples of the three classes of levers;

7. present a simple biomechanical analysis of walking.

Introduction The skeletal system and muscular system are often considered together to stress their close structural and functional ties. These two systems often are referred to as the musculoskeletal system. They determine the basic shape of your body, support your other systems, and provide the means by which you move.

Bones are the main organs of the skeletal system. They are largely constructed of bone tissue, although all four basic tissue types are present. The places in the body where two or more bones are connected are called joints. The joints you are most familiar with are the shoulder, elbow, wrist, hip, knee, and ankle. However, there are many others. Around many joints, bones are held together by structures called ligaments. Ligaments are primarily dense connective tissue that is more or less elastic. Elastic ligaments around mobile joints stretch to allow movement.

Skeletal muscles are the main organs of the muscular system and are composed primarily of skeletal muscle tissue. Skeletal muscles are connected to bones by straplike dense fibrous connective tissue structures called tendons. Tendons are inelastic, so all of the force of skeletal muscle contraction is transferred to the skeleton.

When a skeletal muscle contracts, movement may or may not occur. If the skeletal muscle is allowed to shorten, the bone moves, and in doing so it moves some body part. On the other hand, if the skeletal muscle does not shorten, the tension in that muscle and in its tendons increases. All skeletal muscles exhibit tension or muscle tone except when you are asleep. This tension maintains posture-the ability to hold the body erect and to keep the position of its parts, all against the pull of gravity.

The organs of the skeletal and muscular systems have other functions. Bones protect internal organs (for example, the skull protects the brain, eyes, and ears). Bones also store minerals and produce blood cells in the bone marrow. When body temperature drops below a certain level, skeletal muscles produce heat by shivering.

An articulated human skeleton is prepared by joining the degreased and bleached bones of an individual so that many of the bones can be moved as they were in life. Often, plastic casts of the original bones are useq.

When fresh bones are prepared for study, their organic portion is lost. These bones consist only of the mineral portion of bone tissue. Original details remain, but the bones are brittle. Therefore, you must handle bones gently. Use a pipe cleaner to point out details and never use a pencil or pen because it is very difficult to remove marks.

605

MATERIALS

Per student: • pipe cleaner • compound microscope, lens paper, a bottle of

lens-cleaning solution, a lint-free cloth • prepared slides of

a synovial joint a ground cross section of compact bone (optional) a cross section of a skeletal muscle

Per student group: • articulated adult human skeleton (natural bone or plastic) • femur • femur that has been sawed into two halves lengthwise

Per lab room: • labeled chart and illustrations of the adult human skeleton

PROCEDURE

A. Identification of Some Bones

There are 206 separate bones in the adult human skeleton. Using the labeled chart and illustrations of the human skeleton, identify the following bones on the articulated human skeleton and label them in Figure 39-1.

1. Axial skeleton

• skull (28 separate bones, including middle ear bones) (Figure 39-2)

• vertebrae (singular, vertebra; 26 separate bones, including the sacrum, which is composed of five fused vertebrae, and the coccyx, which is usually composed of four fused vertebrae) (Figure 39-3)

• ribs (12 pairs of ribs for a total of 24 separate bones) (Figure 39-4)

• sternum (three fused bones) (Figure 39-4) • hyoid (only bone that does not form a joint with

another bone) (Figure 39-4)

2. Appendicular skeleton (these are all paired bones found on the right and left sides of the body)

pectoral girdle (shoulder) (Figure 39-5) • scapula • clavicle

arm (Figures 39-5, 39-6) • humerus • radius • ulna • carpals (8) • metacarpals (5) • phalanges (14)

pelvic girdle (hip) (Figure 39-7) • coxal bone (three fused bones-pubis, ischium,

ilium)

leg (Figure 39-8) • femur • tibia • fibula • patella • tarsals (7) • metatarsals (5) • phalanges (14)

606 E XE R C I SE 39

Figure 39-1 Label this front view of the adult human skeleton (axial portion shaded gray and appeodicular portion colored yellow) . Labels: bon es listed in section A, wrist, elbow, shoulde r, hip, knee, an kle

perpendicularJ~~~~:!:===:l plate dividing nasal cavity

(a)

Figure 39-2 (a) Front, (b) back, and (c) side views of the skull. The names of bones are capitalized in this and subsequent figures to clearly separate them from other features . (c)

(b)

Human Skeletal and Muscular Systems 607

J

•.

cervical vertebrae

thoracic vertebrae

lumbar vertebrae

sacrum

coccyx

Figure 39-3 Side of the vertebral column.

(a)

Figure 39-4 Anterior view of skeleton of upper trunk .

(b)

Figure 39-5 (a) Anterior and (b) posterior views of pectoral girdle and shoulder.

608 EXERC I SE 39

(b)

(c) (d)

Figure 39-6 Anterior (a and b) and posterior (c and d) views of the bones of the arm and hand. The eight carpal bones in b and d are numbered and the five digits in b and d are labeled with Roman numeral s.

H um an Skeletal and Muscu lar Systems 609

'ILIUM I

(a)

Figure 39-7 (a) Anterior and (b) posterior views of pelvic girdle and hip .

.. 610 EXERC I SE 39

(a) (b)

(c)

Figure 39-8 (a) Anterior and (b) posterior views of knee and lateral view of foot. (c) The seven tarsal bones are numbered.

Hum an Skeleta l and Musc ular Systems 611

..

B. Joints

The degree of movements allowed at different joints ranges from none to freely movable (Figure 39-9). Examples of immovable joints are the sutures that connect the bones of the roof of the skull of young adults. Joints that allow the freest movement are synovial joints, such as the ones listed in Table 39-1.

1. Examine a prepared section of a synovial joint with your compound microscope. Identify the structures labeled in Figure 39-9. The fibrous capsule of synovial joints is lined by a synovial membrane, which secretes lubricating synovial fluid. The fibrous capsule and ligaments function to stabilize synovial joints. Ligaments can be located outside and inside the capsule, and they may be thickenings of its wall.

2. Identify the synovial joints listed in Figure 39-1 and list the adjacent bones that form them in Table 39-1.

suture

(a)

n skull

~ bones

fibrous capsule---

synovial---+ cavity

articular --.f.-:rO:O::=~~~~~"""­ cartilage

(b)

synovial membrane

Figu re 39-9 Diagrams of (a) a suture and (b) a synovial joint.

- • • H'\: ~- - ~~~~:-r~

TABLE 39-1 Bones that Form the Major Synovial Joints . ~ !

Joint Adjacent Bones

Wrist

Elbow

Shoulder

Hip M ~

------------- -------------------------------- g

Kn ee

Ankle

C . Surface Features

There are many places on your body surface where bones can be felt . However, it is often difficult to tell specifically which bone you are feeling. Some are easy.

1. Feel the bone supporting your lower jaw, the mandible. This is the only bone of the skull that forms a synovial joint with another skull bone.

2. Let's try a harder example, the piece of bone that projects from the point of the elbow joint. Touch it and alternately extend and flex the forearm, increasing and decreasing the angle between the forearm and upper arm, respectively.

Which part of the arm does the projection move with, forearm or upper arm?

While still touching this projection, alternately turn the hand palm down and up. Does the proj ection m ove? _________ (yes or no)

612 E XE R C I SE 39

.E

.3 :g, l'l. ., '-' @

Which bone belongs to this projection?

In general, to identify a portion of a bone near a joint, move the body parts adj acent to the joint while touching the b on e.

3. Identify the bones that have the surface fea tures listed in Table 39-2.

Surface Feature

Knuckles

Bump next to the wrist and on the same side of the

upper appendage as the little finger

Smaller bump next to the wrist and on the same side of the upper appendage as the thumb

Bump next to and outside the ankle

Bump next to and inside the ankle

D. Structure of a Bone

Bone

1. Look a t a fe m ur, the longest b on e of the skeleton (Figure 39-10). It consists of a sh aft, or diaphysis, with two knobby ends, or epiphySes (singular, epiphysis). One en d has a narrow neck and a round head .

Which bone d oes the femur join? _______________ _

To which bon e of the skeleton does the o ther end join? _______ _ _ _____ _

spongy bone

nutrient canal (for blood vessels and

~-- nerves into and from marrow)

1!11-t---- contains yellow marrow

compact bone

spongy bone

Figure 39-10 Structure of the femur.

compact bone

Haversian system ; central Haversian canal (for blood vessels and nerves) surrounded by concentric lamellae (layers of mineralized matrix)

outer membrane of dense

connective ti ssue

Human Skeletal and Mus cular Sys tems 613

I

Note the other surface features on the femur, such as projections of various sizes and lines. These surface features are attachment sites for tendons and ligaments.

Are there small tunnels opening onto the surface of the femur? (yes or no)

In life, these nutrient canals serve as routes for blood vessels and nerves.

2. Examine a femur that has been sawed in half lengthwise. There are two kinds of adult bone tissue: compact bone and spongy bone. Compact bone is solid and dense and is found on the surface of the femur. Spongy bone is latticelike and is found on the inside of the femur, primarily in the epiphyses and surrounding the marrow cavity.

Which kind of bone tissue looks denser? _______________ _

Comparing pieces of equal size, which kind of bone tissue looks lighter? ______________ _

3. Optional. Instructions for t.."'1e study of a transverse section of ground compact bone are located in Exercise 33.

E. Structure of a Skeletal Muscle

Skeletal muscle organs mostly have their skeletal muscle fibers arranged parallel to the axis along which the muscle shortens when contracting. A substantial amount of connective tissue surrounds the fibers and connects them to the tendons.

Use your compound microscope to examine a section of a skeletal muscle. Look for fibers, fiber bundles, the more or less loose connective tissue located between fibers and between bundles of fibers, and the fibrous connective tissue that surrounds the entire organ (Figure 39-11).

deltoid ---,

major

triceps

biceps

anterior

external---~

oblique

rectus ------:llf'fl:ilf'l'! abdominis

rectus femoris (one of the quadriceps)

tibialis anterior

(a)

(b)

outer sheath of fibrous connective tissue

bundle of muscle cells

Figure 39-11 (a) Some of the major skeletal muscles of the human muscular system. (b) Closer look at the-structure of a skeletal muscle organ. (c) Transverse section of a skeletal muscle organ.

614 EXERCISE 39

~ ~ il <

Much of the skeletal system is a system of levers, in which each bone is a lever and the joints are fulcrums. Dur- ing a typical movement, one end of a skeletal muscle, the origin, remains stationary. The other end, the inser- tion, moves along with the bone and surrotmding body part. The movement produced by the contraction is the action of the skeletal muscle. Most insertions are close to their joints, and the advantage gained by this is that the muscle has to shorten a small distance to produce a large movement of the corresponding body part.

MATERIALS

Per student pair: • pair of scissors • toggle switch mounted on a board (Alternatively,

you can use any light switches present in the room.)

PROCEDURE

A. Classes of Lever

• pair of forceps • pencil • textbook

Levers are simple machines. When a pulling force or effort is applied to a lever, it moves about its fulcrum, overcoming a resistance or moving a load.

1. There are three classes of levers (Figure 39-12):

• Class I. The fulcrum is located between the effort and the load. • Class II. The load is located between the fulcrum and the effort. • Class III. The effort is located between the fulcrum and the load. Class III levers are the most common in

the skeletal system.

Test your understanding of the three classes of levers by examining the common objects listed in Table 39-3 and then matching them with the apptopriate class of lever.

(a)

Figure 39-12 (a) Seesaw, an example of a class I lever. (b) Wheelbarrow, an example of a class II lever. (c) Lifting a spade with one hand while holding the handle stationary with the other hand, an example of a

(b)

class Ill lever; E-effort, F-fulcrum, and L-load. (c)

TABLE 39·3 Lever Class of Common Objects r

Lever Object

Class I _____ _ a. scissors

F

' ~,-..., . . ,

Class II _____ _ b. toggle switch or light switch

Class Ill _____ _ c. forceps

Human Skeletal and Muscular Systems 615

2. To remember the relative position of the fulcrum, load, and effort for each class of lever, use this mnemonic (memory device): "1, 2, 3; F, L, E." For example, because 2 has the same relative position as Lin Figure 39-12b, the mnemonic tells you that a class II lever has the Load in the center, the Effort at one end, and the Fulcrum at the other. Try it for the other two classes of levers.

B. Analysis of Simple Movements

Let's analyze three simple movements: flexion of the forearm, extension of the forearm, and plantar flexion of the foot (Figure 39-13).

1. Flexion of forearm. While sitting, turn your hand so the palm is up and place it under the lab bench. Try to flex the forearm (decrease the angle between the forearm and upper arm). Because the sk, letal muscle that is attempting to flex the forearm cannot shorten, the tension in it will increase. A contraction of a skeletal muscle in which tension increases but no movement results is called an is ometric contraction. Feel with your other hand the front surface of the upper arm. The large tense muscle is the biceps brachii. Its origin is the scapula, and its insertion is the radius. Which joint is the fulcrum?

Now place a pencil in the palm of your hand and flex the forearm. A contraction of a skeletal muscle that results in movement is called an is otonic contracti on. There is no increase in tension during the movement. Feel the tension in the biceps brachii as you make this movement. Repeat this procedure, but replace the pencil with a textbook. Both the pencil and the book are adding to the load being lifted, the forearm.

In which case-lifting the pencil or the textbook-was the tension in the biceps brachii the greatest?

When you lift any object, the tension in the muscle must equal the weight of that object before movement can occur. Therefore, normal movements have an isometric phase followed by an isotonic phase.

Where is the pulling force applied? (insertion, origin, or both the insertion and origin)

Even simple movements require the coordination of a group of muscles. For example, the origin does not move because o ther skeletal muscles hold the scapula stationary. What class of lever (I, II, or III) is illustrated by the preceding example?

2. Extension of forearm. Place the hand, still palm up, on the top of the lab bench and try to extend the forearm (increase the angle between the forearm and the upper arm). Feel for a tense muscle on the back surface of the upper arm. This is the triceps brachii. The origin of the triceps brachii is the scapula and the upper humerus; its insertion is the olecranon process of the ulna (Figure 39-13). The fulcrum is the same as the previous example, except that it has shifted position relative to the effort and the load.

What class of lever is illustrated by this movement? ------------------------

flexion of forearm ~ L

-i/~""'--1-- olecranon process

Figure 39-13 Some simple actions of skeletal muscles.

616 EXERCISE 39

olecranon process

extension of forearm

Extension of the forearm is the opposite movement to flexion of the forearm. Hold the textbook, palm still up, halfway between full flexion and full extension. Feel the tension in the biceps brachii and triceps brachii. Repeat this procedure without the book. Is the tension in the biceps brachii greater with or without the book?

The state of contraction of a group of skeletal muscles has to be coordinated to accomplish a particular move- ment or element of posture. Both the tendons of the biceps brachii and the triceps brachii are pulling on their insertions on the bones of the forearm to keep the forearm stationary. Other muscles are keeping the shoulder stationary.

3. Plantar flexion of foot. You need to stand up to do this movement. A lab par tner should stand behind you and watch that you do not fall during this procedure. With one hand on the lab bench to steady your bal- ance, stand on the tips of your toes. With your other hand, feel one of the very large tense muscles on the back of each calf. This is the gastrocnemius. The origin of the gastrocnemius is the femur, and its insertion is a tarsal-the calcaneus or heel bone. The fulcrum is the metatarsal-phalangeal joints, and the weight is the weight of the body transmitted through the tibia. What class of lever does this movement demonstrate?

Walking is a complex activity that requires many movements and the coordinated contractions of several groups of skeletal muscles. For each leg, walking involves two phases, which together make up the step cycle. The stance phase occurs when the leg bears weight, and the swing phase occurs when the leg is in the air.

MATERIALS

Per lab room: • safe place to walk

PROCEDURE

1. Follow your instructor's directions as to where to walk safely. Walk a few normal steps, concentrating on one leg.

What part of the foot (toe or heel) strikes the ground first? --------------------

What part of your foot leaves the ground last?-------------------------

Does it leave passively, or does it push off?---------------------------

2. Now put your hands on your hips and concentrate on what your pelvic girdle is doing while you walk. First take short strides and then long ones.

Does the pelvic girdle rotate more during short or long strides?-------------------

Rotation of the pelvic girdle can be demonstrated in a different way. Find a lab partner of about equal height. Walk right next to each other but out of step, that is, with opposite feet leading. First take short steps and then long ones. What happens?

This sideways movement is called lateral displacement. Incidentally, females in general have to rotate their pelvic girdles a little more than males for a given length of stride. This is due to differences in the proportions of the female and male pelvic girdles.

3. Vertical displacement also occurs during walking. From the side, observe two individuals of equal height walking out of step and next to each other.

Do their heads remain at the same level, or do they bob up and down? _______________ _

Human Skeletal and Muscular System s 617

_ 1. Ligaments connect (a) bones to bones. (b) skeletal muscles to bones. (c) tendons to bones. (d) skeletal muscles to tendons.

__ 2. Tendons connect (a) bones to bones. (b) skeletal muscles to bones. (c) ligaments to bones. (d) skeletal muscles to tendons.

__ 3. Which bone is part of the axial skeleton?

(a) clavicle (b) radius (c) coxal bone (d) sternum

- 4. The two kinds of bone tissue are (a) compact and loose. (b) compact and spongy. (c) dense and spongy. (d) loose and dense.

__ 5. There are classes of levers.

(a) two (b) three (c) four (d) more than four

__ 6. The class of lever in which the effort is located between the fulcrum and the load

is called (a) class I. (b) class II. (c) class III. (d) class IV.

618 EX E R CIS E 3 9

__ 7. The end of the skeletal muscle that remains stationary during a movement is (a) the action. (b) the origin. (c) the insertion. (d) none of the above

__ 8. In an isotonic contraction of a skeletal

muscle, (a) the tension in the muscle increases. (b) movement occurs. (c) no movement occurs. (d) both a and c occur.

__ 9. In an isometric contraction of a skeletal

muscle, (a) the tension in the muscle increases. (b) movement occurs. (c) no movement occurs. (d) both a and c occur.

__ 10. The step cycle of walking consists of (a) a stance phase. (b) a swing phase. (c) both a and b (d) none of the above

Name __________________ Section Number ____________ _

EXERCISE 3 9 Human Skeletal and Muscular Systems

Post-Lab Questions

39.1 Adult Human Skeleton

1. Match the following bones to their location in the body.

Bone Location

__ radius a. pectoral girdle

__ coxal bone b. leg

__ ribs c. axial skeleton

__ scapula d. arm

__ fibula e. pelvic girdle

2. This photo below is of a fen\ur that has been sawed in half lengthwise. Draw arrows from the labels below to the two types of bone tissue seen here.

Labels: compact bone, spongy bone

Human Skeletal and Mus cular Systems 6 1 9

3. Identify the bones indicated in this photo.

c--------------------- 0---------------------

E---------------------

F--------------------

4. Label the fibrous capsule and synovial membrane of this joint.

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39.2 Leverage and Movement

5. Define the following terms: (a) the insertion of a skeletal muscle

(b) the origin of a skeletal muscle

(c) the action of a skeletal muscle

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6. Explain the difference between isometric and isotonic contractions. How are both important to normal body movements?

7. Draw and label the structures of a typical skeletal muscle organ.

39.3 Walking

8. In your own words, describe one step in the walking cycle.

Food for Thought

9. The skeletal muscle that flexes (bends) the forearm after pronation (palm down position as in a pull-up) is the brachialis. Its origin is the humerus, and the insertion is the upper front of the ulna. Identify the class of lever involved and explain why you made this choice.

10. Search the Internet for sites that describe diseases of bones (for example, osteoporosis) and of skeletal mus- cles (such as muscular dystrophy). List two sites and briefly summarize their contents:

http:/ I----------------------------

http: /1 ----------------------------------------------------~-----

Human Skeletal and Muscular System s 6 21