Developments of A Water-Maze Procedure For Studying Spatial Learning in The Rat
Developments of A Water-Maze Procedure For Studying Spatial Learning in The Rat
Developments of A Water-Maze Procedure For Studying Spatial Learning in The Rat
Elsevier
NSM 00384
Developments of an open-field water-maze procedure in which rats learn to escape from opaque water
onto a hidden platform are described. These include a procedure (A) for automatically tracking the spatial
location of a hooded rat without the use of attached light-emitting diodes; (B) for studying different
aspects of spatial memory (e.g. working memory); and (C) for studying non-spatial discrimination
learning. The speed with which rats learn these tasks suggests that they may lend themselves to a variety
of behavioural investigations, including pharmacological work and studies of cerebral function.
Introduction
towards the platform from any starting position at the circumference of the pool.
The accurate directionality of their escape behaviour (and other measures of
performance) provide evidence that the rats escape by learning the spatial position
of the platform relative to distal cues. Comparison of the performance of normal
and brain-damaged rats (Morris et al., 1982; Sutherland et al., 1983), and of rats
given drugs (Sutherland et al., 1982) or cerebral neurotoxins (Hagan et al., 1983)
offers a new way of examining the neurobiology of spatial learning.
The technique of using escape from water to motivate learning has been used for
many years (Glaser, 1910; Wever, 1932; Waller et al., 1960). Water temperature, and
increases in water temperature when rats swim from one compartment into another
at a higher temperature (Woods et al., 1964) affect learning rate in simple escape
tasks. Swimming 'ability' is also related to learning rate (Woods and Holland, 1961).
In these and the present procedures, the animals do not need to be deprived of food
to motivate learning, or given extensive pretraining. The use of electric shock to
motivate escape behaviour is obviated. Rats are natural swimmers and 'take to'
water-escape tasks easily, even if they have sustained telencephalic brain lesions of
various kinds. With respect to the present task, the water provides an intramaze
environment which controls for olfactory cues and, as will be described, allows for a
variety of training procedures to dissociate learning and performance effects.
This paper describes several new developments of the 'water-maze' procedure
including: (1) a technique for tracking the paths taken by rats during swimming; (2)
variations in the training schedules to examine different aspects of spatial memory;
and (3) procedures for examining non-spatial discrimination learning.
Subjects
The results of several experiments using both male and female rats will be
described. The rats are maintained on ad libitum food and water, and housed singly
or in groups of two rats per cage.
Apparatus
Two different pools have been constructed (Fig. 1). The first was 1.32 m in
diameter x 0.60 m high (as used in Morris, 1981). The second, currently in use, is
2.14 m in diameter x 0.40 m height. Both were constructed from hardboard, at-
tached to a baseboard, and coated with fibreglass and resin. The first was then
painted white, but this coating 'flaked' and had to be frequently repainted; the
larger pool is coated with permanent white gelcoat. Each pool is filled with water
(26 + I ° C ) to depths of 0.40 m and 0.25 m, respectively, and rendered opaque by the
addition of a small quantity of milk (pure or powdered). The second pool has been
fully plumbed into the laboratory for ease of filling and draining, and mounted on a
frame so that the water is at waist height. Four points around the circumference of
the pool are arbitrarily designated North, South, East, or West and, on this basis, the
pool area divided into 4 quadrants (NW, SW, etc).
4g
-- TV Camera
I / ~ 1. .~
TransLucent perspex disc
Ceiling !
/ \
/ \
!
/
\
Curtains - usuoLtyopen
i ,
i
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Fig. I . Cross-sectional diagram of pool, and its position in the laboratory. Note support frame to ensure
water level is at roughly waist height, and perspex disc attached to laboratory ceiling to limit field of v i e w
of TV camera.
A B E
Fig. 2. Cross-sectional diagram of pool showing 3 different arrangements of escape platforms as described
in text.
50
Tracking techniques
The simplest measure of performance in the pool is the latency to escape from the
water. As rats swim at a fairly constant speed for a given water temperature, latency
is quite sensitive to the amount that the rat has learned about the task, The original
procedure was to monitor the rat's behaviour via a video-camera placed above the
pool, relaying the output to a video-recorder and monitor. The paths taken in
escaping were then transcribed onto charts, slowing down the replay of the tapes
when necessary to achieve accuracy of transcription. From these charts, path-length
is measured using a map-measuring device. Path-directionality, defined as deviation
from the correct heading angle towards the platform, is measured at various
distances along the path with a protractor. These transcribing and measuring
procedures have been adequate but suffer from inevitable inaccuracies. A tracking
system has therefore been adopted to allow for objective analysis.
The tracking system consists of an image-analyser (HVS Ltd, VP110) coupled to
a small BBC Model B Microcomputer. The image-analyser transforms the conven-
tional video-image into an image of high-contrast edges. A threshold adjustment
allows the operator to monitor various degrees of contrast and the image-analyser
provides, by way of output, the x and y coordinate of the first high-contrast edge
found in tracking down the horizontal lines of the video picture. The x and y
coordinate is displayed and also expressed as two analogue voltage signals for relay
to the computer. These signals are sampled at the rate of 10 Hz.
With suitable reflected lighting, this system can be used to track the position of a
black hooded rat by adjusting the contrast sensitivity until the black head of the rat
is picked out against the white surfaces of the water and of the remainder of the
animal's body. Thus the image-analyser monitors the exact x and y coordinate of the
rat's head. No light-emitting diodes attached to the animal are necessary.
The image-analyser will also operate from the composite video output of a
video-recorder such as the SONY C9 Betamax recorder which provides a high signal
to noise ratio, particularly with CrO 2 tape. The animals may then either be tracked
'on-line' or from videotape. The SONY C9 also has remote infrared controls so that
a single experimenter may start and stop the videotape while handling the rat.
One complication is that the HVS image-analyser samples from an operator-de-
fined 'sampling space' shaped in the form of a square. As the pool is round, this
sampling space must be equal on both sides to the diameter of the pool leaving 4
'sectors' outside its perimeter, at the corners of the sampling square. To ensure that
these do not result in high-contrast edges 'trapping' the x, y coordinate monitoring
system, a perspex sheet which a circular disc cut from it is placed high above the
pool beneath the video-camera, positioned to delimit the view of the camera to the
full water surface only. This sheet is back-illuminated by lights powered via a
rheostat which can be adjusted until any contrast edge between the disc and the
perimeter of the opaque water surface is eliminated. The only high-contrast edge
remaining is then around the black head of the rat (Fig, 3).
Computing programs
A suite of computer programs has been written for (a) sampling, (b) processing
51
1 2
Fig. 3. Video pictures on Monitors 1 and 2. Monitor 2 shows the high-contrast transformation of the
video image and position of cursor-line pointing to the x. y coordinate of a rat's head.
and (c) displaying the paths taken by the animal, taking advantage of the full colour
graphics of the BBC Model B computer. The x, y coordinates are sampled at 10 Hz
between start and stop signals indicating entry into the pool and arrival at the
platform, respectively. The data coordinates are stored on diskettes. The first stage
of data-processing involves a 'smoothing' algorithm which rejects false x, y coordi-
nates. If the lighting arrangements are set properly, the level of artifact is very low,
generally less than 1%. However, false coordinates do arise due to occasional
'flashes' of high-contrast on the water-surface, or due to artifacts during replay from
the video-recorder. The algorithm operates according to the principle that the rat can
only swim at certain speeds and thus any x, y coordinate pair greater than a certain
distance from a preceding coordinate pair must be false. False coordinates are
replaced with the average values of preceding and succeeding permissible coordi-
nates. The 'smoothed' data are then used to calculate path-lengths, directionality,
position in pool and other measures of performance as described below. All
programs were written in BBC Basic software, in consultation with a professional
software house (Computer One Ltd.).
Behavioural procedures
A. B.
120'
Acquisition Reversal
100"
o
: ~ PLace
',,, ~ o~ Random
b' °' o c? o- ~o o
randomly. The initial decline in latency (e.g. trials 1 8) is due to two factors: (1) the
rats learning to swim away from the side walls and thus increasing their likelihood of
contacting the platform by chance; (2) true spatial learning about the location of the
platform. For Group Place, escape latency stabilised between 5-8 s as the rats
learned to take relatively direct paths to the hidden platform; Group Random, on
the other hand, shows only the initial decline in latency associated with overcoming
thigmotaxis. These findings show that the effective performance of Group Place is
not due to any local visual cue associated with the platform, reflected waves or other
non-spatial cues.
On trial 21, the escape latency increased for Group Place because, initially, the rat
searched near its former platform location (Fig. 4A, B). Relearning is generally very
rapid. Although moving the platform to the opposite quadrant is most easily
described as a 'reversal' procedure, this description is inexact. The reason is that the
allocentric spatial relationship of the distal room cues remains invariant when the
platform is moved. The rat needs only to learn the new position of the platform, not
that of the entire array of cues upon which effective escape performance is reliant
(cf. transposition procedures of Suzuki et al., 1980). Work by Sutherland et al.,
(1983) has shown that moving the platform to a new place is accompanied by a
disinhibition of exploratory rearing on the platform which habituates over the course
of initial training.
2. Path-directionality
Rats which have learned the position of the platform head towards it from a
distance (Fig. 5A). Thus the angle subtended between a tangent to the rat's
swim-path and a line drawn directly towards the platform declines as accuracy
improves. The angles recorded for different rats may be collated using circular
statistics (Gaile and Burt, 1980) and plotted on polar diagrams. Fig. 5B shows
53
Fig. 5. A: accurate path taken by normal rat from its starting position at South to hidden platform at
NW. Tangent to path is drawn at position 0.5 m along path; angle x (0-360 o ) measures deviation of the
path from a line drawn direct to the centre of the platform. B: polar diagrams showing angles ( o ) for rats
given bilateral aspiration lesions of hippocampus (n = 10) or small control lesions of cortex (approx 1
mm2) overlying dorsal hippocampus (n = 13). The angles are plotted according to the convention x = 0 o
points East. The resultant vectors, R, are calculated using directional statistics. Only the angles of
approach of the cortical control animals show a significant deviation from uniformity, namely in the
direction of the platform.
4. Transfer tests
T h e s p a t i a l l y d i s t r i b u t e d s w i m m i n g p a t t e r n on ' r e v e r s a l ' trials suggested an
a l t e r n a t i v e type of test; namely, removing the p l a t f o r m from the a p p a r a t u s entirely.
T h e rat is p l a c e d into the water for a limited p e r i o d (e.g. 60 s) a n d his ' s p a t i a l bias'
54
15 • E[
o SH+C
>,
I I
Cuen
ig Hidden
procedure p[Qfform
Fig. 6. Mean escape latencies of a group of rats given radiofrequency lesions of entorhinal cortex (n = 1 l)
and a combined group of sham lesion and unoperated control rats (n = 12). Note increased latency on
reintroduction of hidden platform procedure is restricted to EC group showing that their impairment is
not due to motivational or reinforcement aspects of the task.
- - C L
2£ hour t e s t
sot
0
Fig. 7. Paths taken during successive 60 s and 24 h transfer tests of a single typical rat given only limited
training, traced from the graphics printer output from the image analysis program. Right-hand columns
show time spent and annulus crossings for Adjacent-left quadrant (in this case NW), Training, Adjacent-
right, and Opposite quadrants.
55
measured. One measure records the time spent searching in each of the 4 quadrants
of the pool. A second measure records the number of crossings of regions of the pool
marking the exact position and surface area of the former platform. The rationale
behind these measures is that rats trained to (say) NE should spend relatively more
time in NE than in the other 3 quadrants~ and that to the extent that their searching
for the now absent platform is accurate, they will cross a small circular area inside
the NE quadrant (where the platform used to be) more often than the corresponding
areas of the other 3 quadrants.
Originally, both measures were recorded by hand with the aid of electronic timers
and counters: lines were marked on the video-monitor to indicate the 4 quadrants
and 4 'annuli' marked to note the positions of the platform within each quadrant.
However, the tracking analysis program is now used to compute both measures
automatically. Fig. 7 shows an example from an experiment in which rats were given
only very limited training (13 trials) prior to transfer tests 60 s and 24 h after the
final trial of training. The results from one typical rat are presented. Note that he
spends over 50% of his time in the training quadrant during the first transfer test,
but only 36% during the second test. Furthermore, he crosses the former platform
position relatively more often during the first than the second test.
07
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day, per rat. On trial 1, the platform is placed in any of several positions in the pool
(e.g. SW, N W , N E or SE). The rat is allowed to swim to find the platform and then
left on it for 3 0 - 6 0 s. On trial 2, the platform is again hidden in the same position.
The question at issue is whether the rats can benefit on trial 2 from information
about the platform's position gained during trial 1. If so, the escape latency on trial
2, should be faster than on trial 1. The results of one experiment using this
procedure in the small pool (Morris, 1983) showed significantly faster escape on trial
2. However, before accepting this improvement as evidence of spatial ' m a t c h i n g to
sample', an alternative possibility must be considered. Trials 1 and 2 differ in other
respects, e.g. on trial 1, the rat is dry; on trial 2, he is wet. Thus, the improvement in
latency may be a non-specific or motivational difference. Accordingly, a further
group of rats was trained in which platform position on trial 2 was also r a n d o m with
respect to position, as on trial 1. The results for this group showed the following
pattern of results: on that subset of trials for which the platform was in a different
position on trial 2 than it had been on trial 1, escape latency on trial 2 was no
different than that shown during trial 1. However, for the 25% of trials for which the
platform was in the same position on trial 2 as it had been on trial 1 (required by the
r a n d o m schedule of four possible platform positions), escape latency on trial 2 was
faster than on trial 1. These findings imply that the animals are showing a 'win-stay'
tendency in the pool irrespective of training schedule. More extensive results are
presented in Morris (1983). A replication of this experiment using a ' t w o - p l a t f o r m '
procedure (see b e l o w - - s e c t i o n 7) is currently being tested to provide a measure of
choice accuracy of spatial ' m a t c h i n g to sample'.
57
100
oa
t..a
50
r i i
That performance drops to chance when all extra-maze cues are excluded implies, as
an incidental but not unimportant finding, that the rats are unable to distinguish the
floating and rigid platforms on the basis of local cues alone.
Discussion
The primary purpose of this paper has been to describe several developments of
the water-maze procedure. The automatic tracking provides a level of objectivity
usually only possible in fully automated experiments. The matching-to-sample
technique shows that contrary to the situation in foraging tasks, rats may show
'win-stay' strategies in escape behaviour irrespective of the schedule imposed upon
them. And the two-platform technique shows how non-spatial learning theory may
also be studied using the same general paradigm.
One conceptual and several practical aspects of the task deserve further comment.
The use of the hidden platform requires that the rat approach a position in space
which it can neither hear, see or smell. Extra-maze cues must be used for accurate
localization. Thus the absolute levels of performance reflect the 'acuity' of spatial
memory and its disruption by drugs or lesions, In T-mazes, by comparison, rats
make only a binary decision between going left or right, to one part of the apparatus
or to another. Once that decision is made, the design of the maze arms leads the
animal to reward; no further demands are placed upon the spatial localisation
system. In the water-maze, on the other hand, accurate directionality requires
continual monitoring of the animal's position in relation to extra-maze cues. This
may involve 'cognitive mapping', as proposed by O'Keefe and Nadel (1978): or
some more parsimonious 'snapshot' procedure for homing in on the correct location
(Cartwright and Collett, 1982).
From a practical point of view, the general procedures may prove useful for
several different kinds of neurobiological study. Already, the technique has been
exploited in studies of cortical function (Kolb et al., 1983a, b) sex differences and
hemispheric asymmetry (Therrien et al., 1982; Dennenberg, pets. comm.) superior
collicular lesions (Milner and Lines, 1983), nutritional deficiency (Heatlie, 1983) and
in studies of catecholamine depletion (Hagan et al., 1983). The latter study revealed
intact spatial learning in animals that were ataxic after striatal dopamine depletion,
the water serving to 'activate' the animals. Studies of 'latent learning' (Sutherland
and Linggard, 1982) and 'overshadowing' and 'blocking' of spatial and non-spatial
learning (Morris and Heatlie, in prep.) are also underway, using controlled cues
inside the curtaining, as well as pharmacological studies, some using osmotic
minipumps. Gage (pets. comm.) is currently using the procedure to investigate
recovery of function after septo-hippocampal transplants.
The main virtue of the procedure is the speed of training. Few of the experiments
conducted in St. Andrews have lasted more than two weeks, although there is no
reason why more extensive training could not be examined. The disadvantages of the
technique are (1) an inability to vary motivational level or reinforcement magnitude:
(2) that experiments must be run by hand, which is more tedious than using fully
59
automated equipment; (3) that immersion into water may cause endocrinological or
other stress effects which, while not of primary interest, may nevertheless interact
with lesion or pharmacological manipulations in uncontrolled ways.
Equipmenl
The image analysing equipment may be obtained from HVS IMAGE ANALYS-
ING, 22 Cromwell Road, Kingston KT2 6RE, UK. The BBC Model B Computer is
widely available, but we have found that T W I L L S T A R C O M P U T E R S LTD., 17
Regina Road, Southall, Middlesex, UB2 5BL, UK. can usually supply within 48
hours. Fibreglass and resin are available from yacht chandlers.
Acknowledgements
I am grateful to Christopher Barman and Jim Hagan who helped to build both
water mazes: to Paul Heatlie for helping with installation of the tracking system, to
Joram Feldon and Nick Rawlins for first suggesting the floating platform procedure,
and to Robin Fowler and Peter Frew for technical advice. The initial work was
supported by MRC Grant G 9 7 9 / 2 6 5 / N . The new pool was built with the aid of
SERC Grant GR/C/39071. Further enquiries should be directed in the first
instance to Richard Morris at the address above.
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