The Journal of Neuroscience, July 23, 2003, 23(16):6423-6433
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Individual Differences in the Expression of a "General" Learning Ability in Mice
Louis D. Matzel,1
Yu Ray Han,1
Henya Grossman,1
Meghana S. Karnik,1
Dave Patel,1
Nicholas Scott,1
Steven M. Specht,2 and
Chetan C. Gandhi3
1Department of Psychology, Program in Behavioral
Neuroscience, Rutgers University, Piscataway, New Jersey 08854,
2Department of Psychology, Utica College, Utica, New
York 13502, and 3Department of Neurobiology, Yale
University School of Medicine, New Haven, Connecticut 06510
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Abstract
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Human performance on diverse tests of intellect are impacted by a
"general" regulatory factor that accounts for up to 50% of the
variance between individuals on intelligence tests. Neurobiological
determinants of general cognitive abilities are essentially unknown, owing in
part to the paucity of animal research wherein neurobiological analyses are
possible. We report a methodology with which we have assessed individual
differences in the general learning abilities of laboratory mice. Abilities of
mice on tests of associative fear conditioning, operant avoidance, path
integration, discrimination, and spatial navigation were assessed. Tasks were
designed so that each made unique sensory, motor, motivational, and
information processing demands on the animals. A sample of 56 genetically
diverse outbred mice (CD-1) was used to assess individuals' acquisition on
each task. Indicative of a common source of variance, positive correlations
were found between individuals' performance on all tasks. When tested on
multiple test batteries, the overall performance ranks of individuals were
found to be highly reliable and were "normally" distributed.
Factor analysis of learning performance variables determined that a single
factor accounted for 38% of the total variance across animals. Animals' levels
of native activity and body weights accounted for little of the variability in
learning, although animals' propensity for exploration loaded strongly (and
was positively correlated) with learning abilities. These results indicate
that diverse learning abilities of laboratory mice are influenced by a common
source of variance and, moreover, that the general learning abilities of
individual mice can be specified relative to a sample of peers.
Key words: intelligence; general intelligence; fluid intelligence; associative learning; memory; spatial learning; emotional learning; learning systems; genetic variation; behavioral phenotypes
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Introduction
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A "general" influence on humans' performance across diverse
tests of cognitive abilities has been described as the most dominant and one
of the most heritable cognitive traits ever identified
(Plomin, 1999
;
Plomin and Spinath, 2002
).
Although general cognitive abilities are vigorously studied in human
populations (for review, see Jensen,
1998
; Mackintosh,
1998
), comparable studies of nonhuman animals have been
infrequent. Nevertheless, the topic has generated attention within the broader
neuroscience community (Plomin,
1999
,
2001
;
Matzel and Gandhi, 2000
;
Gray et al., 2003
). Given this
emerging interest, the underrepresentation of this work in studies of
laboratory animals is unfortunate, given the utility of such subjects for the
elucidation of the brain substrates for individual differences in learning and
intellect.
An individual's proficiency on any test of mental ability reflects
domain-specific attributes as well as a domain-independent general influence
on cognitive function (Sternberg and
Kaufman, 1998
). Although this conclusion has been based primarily
on studies of "intelligence," subjects' performance on
intelligence tests typically covary with performance on explicit tests of
learning (Kolligian and Sternberg,
1987
; Carroll,
1993
). Although it is thus likely that a general factor influences
animals' performance on tests of learning, tasks presumed to impinge on
specific domains (e.g., "spatial" memory, "emotional"
memory, "reflex" memory) are typically the focus of investigators
interested in underlying brain mechanisms
(Squire and Zola-Morgan, 1991
;
Lavond et al., 1993
;
LeDoux, 2000
;
Gilbert et al., 2001
). Despite
their utility for this purpose, these disparate tasks are not directly useful
for the estimation of animals' general learning abilities, because an
unspecified proportion of the behavioral variance on a particular task is
attributable to such a factor. Thus a need exists for practical and
conceptually valid methods to quantify the general learning abilities of
animals. Such methods are imperative to evaluations of individual differences
in learning but are also necessary to assess the effects on learning of
manipulations (e.g., pharmacological or transgenic) presumed to impinge on
cognitive abilities. In the absence of a more systematic approach, such
efforts have relied on behavioral results obtained in different laboratories,
each using unique learning tasks with no deliberate consideration of their
unique or common properties (Staubli et
al., 1994
; Shors et al.,
1995
; Hampson et al.,
1998
; Tang et al.,
1999
).
Attempts to isolate general learning abilities in individual laboratory
animals have been rare (cf. Galsworthy et
al., 2002
) and results have been inconsistent
(Locurto and Scanlon, 1998
).
Here we report a methodology with which to characterize the general learning
abilities of individual mice on the basis of their performance on a battery of
learning assays. Tasks in this test battery isolate basic learning skills that
are presumed to underlie a broad range of more complex forms of learning.
Given their rudimentary nature, learning on these tasks can be precisely
quantified, and the idiosyncratic properties of the tasks can be specified.
Tasks were designed on the basis of four considerations. (1) Task diversity:
tasks make different sensory, motor, motivational, and information processing
demands on the animal. (2) (Non)-transfer of learning: tasks were designed
such that an animal's experience with one task would not obviously impinge on
its performance on other tasks in the battery. (3) Time constraints: to reduce
any differential (between-animal) impact of the passage of time (e.g., aging,
cycles), tasks were designed so that the entire battery could be administered
in 16 d. (4) Sensitivity to variability between animals: critically, we
intended to assess learning during acquisition, mitigating any differential
influence of animals' capacity for long-term retention and ensuring
sensitivity to real differences between animals that might otherwise be
obscured in measures of asymptotic performance.
Here we report results obtained from a sample of 56 outbred CD-1 adult male
mice (and a matched sample of 8 animals that contributed to relevant control
procedures). Additionally, rudimentary measures of exploration, activity,
motor performance, emotionality, and body weight were obtained. In combination
with the analysis regimen that we describe, we were able to estimate that
proportion of the variance between animals that is uniquely attributable to a
general influence on learning/cognitive abilities.
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Materials and Methods
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Subjects
A sample of 64 male CD-1 mice (Harlan Sprague Dawley) were 80-86 d old at
the start of experimentation. Fifty-six animals contributed to our analysis of
general learning abilities, and eight animals served in control procedures.
CD-1 animals exhibit considerably more between-animal behavioral variability
than several inbred strains that we have tested with similar procedures.
Animals were trained and tested in five independent replications (n =
8, 8, 8, 12, and 20). Two of the replications (n = 8) were composed
of animals obtained from a single shipment, whereas the remaining replications
were composed of animals drawn from separate shipments. In the descriptions of
individual tasks, the performance of subjects 9-16 is described, and these
animals were trained and tested concurrently with the eight subjects that
served in various control procedures.
Animals were acclimated to our laboratory for 20-26 d before testing and
were handled for 90 sec/d, 5 d/week during this period. This handling ensured
that differential stress responses to the experimenters and any associated
effects on learning were minimized. Animals were individually housed in clear
boxes with floors lined with wood shavings in a humidity- and
temperature-controlled vivarium adjacent to testing rooms. A 12 hr light/dark
cycle was maintained.
Behavioral training and testing
A total of 56 animals were tested on five learning tasks and in an open
field. The processes that are commonly asserted to underlie each task,
relevant stimuli, deprivation state, and relevant motor requirements are
summarized in Table 1. After
the completion of each task, animals received 1 d of rest. With 1-3 d required
for each task, the entire test regimen was completed (for each replication) in
16 d. With the exception of fear conditioning and passive avoidance, the
performance of all animals was stored on video tape and behavior was scored
off-line. Different experimenters were responsible for training and testing
animals in each of the five learning tasks, and no experimenter was aware of
animals' performance on other tasks until after the completion of the entire
battery of tests.
Before testing on any task, the test chambers were "primed" by
exposing two nonexperimental animals to the apparatus and procedures. This was
intended to standardize the apparatus such that the first animals in a test
cycle encountered a chamber that was nominally identical (e.g., in odor) to
that experienced by subsequently tested animals. The surfaces of every piece
of apparatus were cleaned with a mild alcohol solution after removal of every
subject from the apparatus.
For the two tests requiring food deprivation, ad libitum food was
removed from the animals' home cages at the end of the light cycle on the day
before the rest day that preceded the start of training. During the
deprivation period, animals were provided with food in their home cages for 90
min/d during the last 2 hr of the light cycle, and thus they were food
deprived for
16 hr at the time of training or testing. Although mild,
this level of deprivation was sufficient to maintain stable performance on
these tasks. In the one task that required water deprivation, the same
schedule was followed except that ad libitum access to water was
limited to 60 min per day.
So that the time of day did not differentially impact animals' performance,
all animals were trained and tested during the middle 7 hr of the light cycle,
and procedures were administered to animals with as little temporal dispersion
as possible. All animals were trained and tested under conditions that were as
similar as possible.
Open-field exploration. A square field (46 x 46 cm) with
13-cm-high walls was constructed of white Plexiglas and located in a brightly
lit room (400 Lux) with a background noise of 65 dBc. The field was
conceptually divided into a grid composed of 6 x 6 7.65 cm quadrants in
which 20 of the quadrants abutted the outer walls of the field (i.e.,
"wall" quadrants) and 16 quadrants were displaced from the walls
and composed the interior (i.e., "open" quadrants) of the
field.
Animals were placed in the center of the field. After 20 sec had elapsed
(during which the animals self-selected a starting location), the animals'
behavior was monitored for 4 min. Throughout this time the animal's entries
into wall and open quadrants were recorded. An entry was recorded whenever
both front paws crossed the border of a quadrant. Additionally, animals'
running speed was estimated. In the open field, rodents often exhibit
"bursts" of uninterrupted running, typically along the walls of
the field. Here, running speed was calculated as those instances in which an
animal ran continuously (i.e., without stopping, rearing, or overt head
turning) along an outer wall (from corner to corner) of the field, but only on
those instances in which the animal began from a stationary start in one
corner. Four such episodes were recorded for each animal during the last 3 min
of the test interval (such bursts are infrequent during the first minute of
exposure), and the average of these four instances served as the index of each
animal's running speed (centimeters per second). (Because rates varied between
bursts of running, multiple instances were averaged to provide a more accurate
estimate of each animal's "typical" rate. Four such instances were
averaged because it was determined that no animal in our sample made fewer
than four bursts of running that satisfied our criterion for inclusion.)
We have analyzed animals' open-field behavior in 1 min blocks but have
observed no systematic pattern of change across the 4 min of testing, so here
data are reported as the sum of the 4 min test. It should be noted that a 4
min test was explicitly chosen (on the basis of pilot work) so that
appreciable changes in behavior (e.g., that which accompanies habituation)
were not observed over time (as may occur during longer periods of exposure to
the field). This was intended to ensure that open-field performance was most
sensitive to unlearned behavioral tendencies.
Lashley III maze. The Lashley III maze consists of a start box,
four interconnected alleys, and a goal box containing a food reward. Over
trials, the latency of rats to locate the goal box decreases, as do their
errors (i.e., wrong turns or retracing). Lashley asserted that rats'
performance in this maze reflected a sequence of learned motor responses that
were dependent on egocentric navigation. Although there was much debate
associated with Lashley's interpretation of rats' performance, it is conceded
that under certain conditions, animal's rely heavily on fixed motor patterns
to navigate such a maze, a strategy that differentiates this performance from
that in the spatial water maze (task 4 below).
Here, the Lashley III maze was scaled for mice (as illustrated in
Fig. 1), and parameters were
developed that supported rapid acquisition. The maze was constructed of black
Plexiglas. A 2 cm wide x 0.1 cm deep white cup was located in the rear
portion of the goal box, and 45 mg of BioServe (rodent grain) pellets served
as reinforcers. Illumination was 80 Lux at the floor of the maze. The maze was
isolated behind a shield of white Plexiglas to mitigate against extra-maze
landmark cues.

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Figure 1. A Lashley III maze was constructed of black Plexiglas. The alleys were 58
x 6 cm, and the walls were 16 cm high. The animal was placed in the
start compartment and allowed to traverse the maze to obtain a food pellet
located in the goal box.
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Food-deprived animals were acclimated and trained on 2 successive days. On
the day before acclimation, all animals were provided with three food pellets
in their home cages to familiarize them with the novel reinforcer. On the
acclimation day, each mouse was placed in the four alleys of the maze, but the
openings between the alleys were blocked so that the animals could not
navigate the maze. Each animal was confined to the start and subsequent two
alleys for 4 min and for 6 min in the last (goal) alley, where three food
pellets were present in the food cup. This acclimation period promotes stable
and high levels of activity on the subsequent training day. On the training
day, each animal was placed in the start box and allowed to traverse the maze
until it reached the goal box and consumed the single food pellet present in
the cup. After it consumed the food, the animal was returned to its home cage
for a 20 min interval (ITI), after which it was returned to the start box to
begin the next trial. The apparatus was cleaned during each ITI, and the
sequence was repeated for five trials. Both the latency and errors (i.e., a
turn in an incorrect direction, including those that result in path retracing)
to enter the goal box were recorded on each trial.
Typically, on the first trial animals enter the goal box within 100-300 sec
and make 15-25 "errors" before retrieving the food. On subsequent
trials, performance improves markedly. For purposes of ranking animals, the
average of performance on trials 3 and 4 served as the index of learning for
each animal. We have adopted the practice of averaging behavior over two
trials to better represent animals' performance.
One-trial passive avoidance. Animals learn to suppress movement to
avoid contact with aversive stimuli. This "passive avoidance"
response is exemplified in step-down avoidance procedures, during which,
commonly, an animal is placed on a platform whereupon it encounters a foot
shock when it steps off the platform. After just a single encounter with
shock, animals are subsequently reluctant to step off the safe platform. The
animals' reluctance to leave the platform is believed to not reflect fear,
because typical fear responses are not expressed in animals engaged in the
avoidance response (Bolles,
1969
; Morris,
1974
). We intended that the tasks that comprise our test battery
each use unique stimuli to motivate responding. To not duplicate stimuli
(i.e., shock) used to support associative learning in task 6, here we use a
variant of the step-down avoidance task that does not rely on shock to
motivate behavior. After they step off the platform, animals are exposed to a
compound of bright light, noise, and vibration. Like more common procedures,
our variant of this task supports learning after only a single trial (i.e.,
subsequent step-down latencies are markedly increased).
A chamber illuminated by dim (< 5 fc) red light was used for training
and testing. At the rear of a 16 x 12 cm (length x width) white
grid floor was an enclosed platform (70 x 45 x 45 cm; length
x width x height) constructed of black Plexiglas and closed on all
sides except the side facing the grid floor. The platform floor was 5 cm above
the grid floor, and a black Plexiglas sloping ramp extended 5 cm from the
floor of the platform to the grid floor. The exit from the platform could be
blocked by a remotely operated, clear Plexiglas sliding door. When an animal
stepped from the platform and contacted the grid floor, the compound aversive
stimulus composed of a bright (550 Lux) white light, noise, and vibration was
initiated. Noise and vibration were produced by a flexible nylon rod attached
to a motor outside of an exterior wall of the chamber such that the rod struck
the wall of the chamber twice during each revolution (1400 rpm) of the motor,
producing a noise 65 dBa above a 45 dBa background and a 46 Hz vibration of
the chamber surfaces.
Animals were placed on the platform behind the exit blocked by the
Plexiglas door. After 5 min of confinement, the door was retracted and the
latency of the animal to leave the platform and make contact with the grid
floor was recorded. Before training, step-down latencies typically range from
8 to 20 sec. (This narrow range of baseline latencies reflects the 5 min of
confinement of the animal on the platform, as determined by preliminary
studies.) After contact with the floor, the door to the platform was lowered,
and the aversive stimulus (light, noise, and vibration) was presented for 4
sec, at which time the platform door was opened to allow animals to return to
the platform, where they were again confined for 5 min. At the end of this
interval, the door was opened, and the latency of the animal to exit the
platform and step onto the grid floor (with no aversive stimulation) was
recorded, completing training and testing.
The ratios of post-training to pretraining step-down latencies were
calculated for each animal and served to index learning. In pilot experiments,
we determined that asymptotic performance was apparent in group averages after
two to three training trials; thus performance after a single trial reflects
(in most instances) subasymptotic learning.
Spatial water maze. For this task, animals are immersed in a round
pool of opaque water from which they can escape onto a hidden (i.e.,
submerged) platform. The latency for animals to find the platform decreases
across successive trials. In this task, performance of animals can improve
across trials despite the animals beginning each trial from a new start
location. Such a procedure mitigates against egocentric navigation and
promotes the animals' dependence on extra-maze spatial landmarks. As
demonstrated by Morris (Morris,
1981
), rats' performance in the water maze does not rely on fixed
motor patterns (i.e., performance improves despite the animals irregular
starting location) or the presence of discernable cues within the maze (e.g.,
visual, tactile, or olfactory signals). Instead, performance is dependent on
the stability of extra-maze cues, or "landmarks," and is said to
reflect the animals' representation of its environment as a "cognitive
map."
We have developed a protocol in which mice exhibit significant reductions
in their latency to locate the escape platform within six training trials.
Because this is unusually rapid learning in this task, several relevant
modifications of the task should be emphasized. First, animals were confined
in a clear Plexiglas cylinder on the safe platform for 5 min on the day before
training. Second, a considerably longer ITI (10 min) was used than is typical
(90 sec). Last, the water in the maze was cooled (with submerged tubes of
circulating refrigerant) to 15°C (in a 22°C room). This latter
modification motivates the mice to remain on the escape platform after
locating it, whereas in room temperature water (22°C), mice often reenter
the water and continue swimming immediately after locating the platform,
complicating the interpretation of the animals' behavior.
A round white pool (140 cm diameter, 56 cm deep) was filled to within 20 cm
of the top with water made opaque by the addition of a nontoxic, water
soluble, white paint. A hidden 12-cm-diameter perforated white platform was in
a fixed location 1.5 cm below the surface of the water midway between the
center and perimeter of the pool. The pool was enclosed within a ceiling-high
white curtain on which six different 45- to 65-cm-high black geometric shapes
(landmarks) were variously positioned at heights (relative to water surface)
ranging from 90 to 150 cm. A video camera lens extended through a
30-cm-diameter black circle 180 cm above the center of the water surface.
On the day before training, each animal was confined to the escape platform
for 300 sec. On the subsequent training day, animals were started from a
unique location on each of six trials. (The pool was conceptually divided into
four quadrants, and two starting points were located in each of the three
quadrants that did not contain the escape platform. The starting point on each
trial alternated between the three available quadrants.) An animal was judged
to have escaped from the water (i.e., located the platform) at the moment at
which four paws were situated on the platform, provided that the animal
remained on the platform for at least 5 sec. Each animal was left on the
platform for a total of 20 sec, after which the trial was terminated. Trials
were spaced at 10 min intervals, during which time the animals were held in a
warmed (26.5°C), opaque (5 Lux) box lined with cage paper. On each trial,
a 90 sec limit on swimming was imposed, at which time any animal that had not
located the escape platform was placed by the experimenter onto the platform,
where it remained for 20 sec. Animals were observed from a remote (outside of
the pool's enclosure) video monitor, and animals' performance was recorded on
video tape for subsequent analysis.
Odor discrimination and choice. Rodents learn rapidly to use odors
to guide appetitively reinforced behaviors. In a procedure based on one
designed by Sara (Sara et al.,
2001
) for rats, mice learn to navigate a square field in which
unique odor-marked (e.g., almond, lemon, mint) food cups are located in three
corners. Although food is present in each cup, it is accessible to the animals
in only one cup (e.g., that marked by mint odor). An animal is placed in the
empty corner of the field, after which it will explore the field and
eventually retrieve the single piece of available food. On subsequent trials,
the location of the food cups are changed, but the accessible food is
consistently marked by the same odor (i.e., mint). On successive trials,
animals require less time to retrieve the food and make fewer approaches
(i.e., "errors") to those food cups in which food is not
available. We have adapted this procedure for use with mice, and typically
observe errorless performance within three to four training trials. Control
procedures (in which the target odor is not consistent) indicate that odor is
the principal determinant of animals' discrimination (i.e., performance does
not improve under conditions for which the target odor is changed across
trials).
A black Plexiglas 60-cm-square field with 30-cm-high walls was located in a
dimly lit (10 fc) testing room with a high ventilation rate (3 min volume
exchange). Three 4 x 4 x 2.0 cm (length, width, height) aluminum
food cups were placed in three corners of the field. A food reinforcer (30 mg
portions of chocolate-flavored puffed rice) was placed in a 1.6-cm-deep,
1-cm-diameter depression in the center of each cup. The food in two of the
cups was covered (1.0 cm below the surface of the cup) with a wire mesh so
that it was not accessible to the animal, whereas in the third cup (the
"target" cup), the food could be retrieved and consumed.
A cotton-tipped laboratory swab, located between the center and rear corner
of each cup, extended vertically 3 cm from the surface of the cups.
Immediately before each trial, fresh swabs were loaded with 25 µl of either
lemon, almond, or mint odorants (McCormick flavor extracts). The mint odor was
always associated with the target food cup. (It should be noted that in pilot
studies, the odor associated with food was counter-balanced across animals,
and no discernible differences in performance could be detected in response to
the different odors.)
On the acclimation day, each food-deprived animal was placed in the field
for 20 min with no food cups present. At the end of that day's light cycle,
three pieces of chocolate-flavored puffed rice that would subsequently serve
as the reinforcer were placed in the animals' home cages to acquaint them with
the reinforcer. On the subsequent test day, animals received four training
trials in the field with three food cups present. On each trial, an animal was
placed in the empty corner of the field. On trial 1, the reinforcing food
(rice) was available to the animal in the cup marked by mint odor. On only
this trial, an additional portion of food was placed on the top surface of the
same cup. The trial continued until the animal retrieved and consumed the food
from the target cup, after which the animal was left in the chamber for an
additional 20 sec and then returned to its home cage to begin a 6 min ITI. On
trials 2-4, the location of the food cups was rearranged, but the baited cup
remained consistently marked by the mint odor. Both the corner location of the
mint odor and its position relative to the remaining odors were changed on
each trial.
On each trial, the latency to retrieve the food and errors were recorded.
An error was recorded any time that an animal made contact with an incorrect
cup or its nose crossed a plane parallel to the perimeter of a incorrect cup.
Similarly, an error was recorded when an animal sampled (as above) the target
cup but did not retrieve the available food. In this task, latency to retrieve
food and errors have yielded closely comparable patterns of results, as
indicated both in group means and in the performance of individual animals.
For the purpose of ranking animals for analysis, errors served as the
dependent measure to avoid the complication of differences between animals'
speed of locomotion.
Associative fear conditioning. In such a procedure, animals are
exposed to a stimulus [i.e., a conditioned stimulus (CS); a tone] that
terminates in the onset of a mild foot shock [i.e., an unconditioned stimulus
(US)]. These tone-shock (CS-US) pairings come to elicit conditioned fear
responses when animals are subsequently presented with the tone. This learned
fear can be assessed in various ways. In the present studies, fear was indexed
by CS-elicited suppression of ongoing drinking, because this measure is
quantified easily and precisely. "Lick suppression" is
conceptually analogous to the more commonly used measure of CS-elicited
generalized "freezing" (i.e., during that time in which an animal
freezes it necessarily is not capable of drinking from a lick tube). In our
laboratory, lick suppression has proven to be of greater utility, given that
the generalized freezing exhibited by mice is far less regular (and thus more
ambiguous) than that which we have typically observed in rats. To avoid any
interaction of the training context (which itself acquires an association with
shock) with the CS at the time of testing, training and testing were conducted
in separate distinct contexts.
Two distinct experimental chambers (i.e., contexts; 32 x 28 x
28 cm, lengthx width x height) were used, each of which was
contained in a sound- and light-attenuating enclosure. These boxes were
designated as "training" and "testing" contexts and
differ as follows. The training context was brightly illuminated (100 Lux),
had clear Plexiglas walls, no lick tube, and parallel stainless steel rods (5
mm, 10 mm spacing) forming the floor. The test context was dimly illuminated
(6 Lux), the walls were covered with an opaque pattern of alternating black
and white vertical stripes (3 cm wide), and the floor was formed from
stainless 1.5 mm rods arranged at right angles to form a grid of 8 mm squares.
A water-filled lick tube protruded through a small hole in one wall of the
test chamber, such that the tip of the tube was flush with the interior
surface of the wall at a point 3 cm above the floor. After contacting the
tube, the animal completed a circuit such that the number of licks per second
could be recorded. This circuit was designed so that if an animal made
continuous contact with the tube (i.e., "mouthed" the tip), the
circuit recorded eight licks per second, a rate that approximates continuous
licking.
In the training chamber, a 0.6 mA constant-current scrambled foot shock
(US) could be delivered through the grid floor. In both the training and test
chambers, a 40 dB above background tone could be generated by the operation of
Sonalert oscillators mounted on the top center of an end wall of each
chamber.
Water-deprived animals were acclimated to the training and test chambers by
placing them each in both contexts for 30 min on the day before training.
Within several minutes of their first placement in the test context,
water-deprived mice exhibited stable licking (for water). When subsequently
placed in the chamber, these animals typically initiated licking within 5-10
sec and licked at relatively stable rates for the subsequent 4-6 min. Training
occurred in the training context in a single 40 min session during which each
animal was administered a tone-shock pairing 15 and 30 min after entering the
chamber. Each 10 sec tone terminated with the onset of a 500 msec foot shock.
With our present parameters, we have observed that asymptotic performance (as
evident in group means) is reached with four to six such pairings. Thus two
pairings (in most instances) support subasymptotic conditioned responding. At
the end of the training session, animals were returned to their home cages for
60 min, after which they were reacclimated to the test context for 20 min,
where they were allowed ad libitum access to the lick tubes. On the
subsequent day (23-25 hr after training), animals were tested. Each animal was
placed in the test context, whereupon after they made 50 licks the tone CS was
presented continuously until the animal completed an additional 25 licks. The
latency to complete the last 25 licks during the pre-tone interval and in the
presence of the tone was recorded, with a 600 sec limit imposed on the second
25 licks (a limit not reached by any animal described here). With these
measures, the latency to complete 25 licks in the presence of the tone CS
serves as our index of learned fear, and the latency to complete 25 licks
before CS onset served as an index of basal lick rates.
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Results
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Performance data from five independent replications (three composed of 8
subjects, one of 12 subjects, and one of 20 subjects; total sample = 56)
contributed to the ultimate factor analysis. First, results from each of the
behavioral tasks that comprise the test battery will be described. Summary
data are presented from a single replication of eight animals (subjects 9-16),
as are summary data obtained from an additional group of eight animals that
were trained and tested concurrently (with subject 9-16) on certain control
procedures. In addition to summary data for these eight subjects, the
performance data of two individual animals from this sample are also provided
that illustrate the relative consistency of these two animals across each
task. These two animals were chosen for illustration because they were
ultimately determined to be the most (subject 16) and least (subject 13)
efficient learners in this particular replication.
Subsequent to the descriptions and summaries of each of the five learning
tasks is the presentation and factor analysis of the data obtained from a
larger sample of 56 subjects. Inferences of general learning abilities are
derived from these later analyses. Similarly, results of an experiment are
described from which it is possible to estimate the reliability of our
estimates of animals' general learning abilities. Finally, data relevant to
the relationship of native behavioral tendencies to general learning abilities
are presented.
Individual learning tasks
Lashley maze (Fig.
1)
The mean performance of animals 9-16 are illustrated in
Figure 2, as are the responses
of animals 13 and 16, which ranked last and first (respectively) on general
learning abilities in this replication. Both latency and error measures are
similarly representative of animals' performance. For purposes of analysis,
however, errors serve as our index of learning because this measure is devoid
of any differences between animals in running speed.

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Figure 2. Top, Latency across trials to find food in the Lashley maze. Bottom, Errors
(turns in wrong direction, retracing) across trials.
|
|
One-trial passive avoidance
Group data as well as the performance of animals 13 (worst aggregate
learner) and 16 (best aggregate learner) are illustrated in
Figure 3. Also illustrated are
data from a group of eight control animals that received the same training
except that the aversive stimulation was delivered to the animals 5 min after
leaving the platform. In contrast to paired training, this unpaired training
supported no change in step latencies.

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Figure 3. Latency to step from platform after training relative to pretraining in the
passive avoidance task.
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|
Spatial water maze
Summary data for animals 9-16 and data for animals 13 and 16
("worst" and "best" aggregate learners, respectively)
are provided in Figure 4. The
latency of animals to locate the platform decreased systematically across
trials, as indicated by the group's mean performance. However, the performance
of animal 13 was unstable even on the latter trials.
Odor discrimination and choice
Figure 5 (top) illustrates
the group performance of subjects 9-16, as well as the individual performance
of subjects 13 and 16. Because many animals exhibit errorless performance by
the fourth training trial (and thus cannot be discriminated), the average
performance of individual animals on trials 2-3 was used for the assignment of
ranks for the purpose of analysis. Figure
5 (bottom) illustrates the performance of a separate group of
eight animals trained concurrently with a variant of the procedure followed in
training subjects 9-16. In this alternate procedure, the location of food was
switched from the cup marked by mint odor to the cup marked by almond odor
after the completion of trial 3. These animals' subsequent performance on
trial 4 was significantly impaired, indicating that the target odor (i.e.,
odor discrimination) was a critical determinant of the animals' improved
performance across training trials.

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Figure 5. Top, Errors to retrieve food across four trials during odor discrimination.
Bottom, Control subjects for whom the target odor was switched from mint to
almond before the fourth training trial.
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|
Associative fear conditioning
Little variability was observed in the animals' latency to complete the 25
licks that preceded the onset of the tone CS (with latencies ranging from 4 to
7 sec). However, considerable variability between animals was observed in
their completion of 25 licks in the presence of the tone, and it is this
latency that serves as our index of learned fear. The mean latency of animals
9-16 to complete 25 licks in the presence of the tone is illustrated in
Figure 6, as are the latencies
of subjects 13 (which exhibited the worst aggregate learning performance) and
16 (the best aggregate learning performance). A group of eight additional
animals were similarly trained, except that the tone and shock were explicitly
unpaired (6 min ISI), and these animals (also illustrated in
Fig. 6) exhibited appreciably
faster lick rates during the tone CS during testing. Thus the suppression
exhibited by animals trained with paired presentations of the tone and shock
can be surmised to reflect the formation of a learned association that was
dependent on the contiguous occurrence of the tone and shock.

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Figure 6. Latency (seconds) to complete 50 licks in the presence of a tone after
paired or unpaired presentations of the tone with shock.
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Individual differences and the expression of general learning
abilities
Above were summarized data obtained from subjects 9-16 (illustrated in
Figs. 2,
3,
4,
5,
6) tested in the five tasks
that comprise our learning battery. Here, summary analyses of behavioral data
from 56 animals (including subjects 9-16) are described. For qualitative
purposes, the rank of each animal relative to its peers can illuminate
individual differences in learning on each task, as well as differences
between animals in their abilities across tasks. For ranking, the performance
of animals on each task was assessed at a point in training that did not
typically support asymptotic learning, i.e., each animal's rate of acquisition
served to determine its rank (as described previously). Animals 9-16
(described in Figs. 2,
3,
4,
5,
6) will be used to illustrate
the utility of such rankings. Table
2A provides the individual performance scores used to calculate
ranks, and Table 2B provides
the rank of these animals on each of the five learning tasks. These ranks were
then averaged to provide an index of each animal's overall performance. When
two or more animals performed similarly on a task (i.e., committed the same
number of errors on the relevant test trials), those animals were assigned the
mean rank based on the ranks spanned by those animals. Individuals' rank by
task and average ranks across tasks are illustrated in
Figure 7.

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Figure 7. Top, Each bar represents an individual's relative rank (1 = best performer)
on each learning task in this sample (n = 8). Bottom, The average of
each individual's ranks on the five learning tasks (±SEM).
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|
As can be discerned from Table
2 and Figure 7,
individual animals express distinct general learning abilities. The shaded
rows in Table 2 highlight those
animals with the highest and lowest average ranks in this sample. The
aggregate performance of each animal relative to its peers is best discerned
from the animals' mean rank across tasks. If animals' performance on each task
was independent (i.e., subject to no general influence), then performance on
each task would reflect only the influence of task-specific abilities, and
average ranks would be expected (probabilistically) to accumulate around the
unbiased median (i.e., at a value of 4.5). In contrast, average performances
were widely distributed. The distribution of average ranks for the entire
sample of 56 subjects is illustrated in
Figure 8.

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Figure 8. A total of 56 animals were tested in five replications, and animals'
average ranks across learning task were computed relative to the other animals
in its replication. Plotted is the distribution of average ranks (indicative
of general learning ability) of all 56 animals.
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|
Quantitative analyses of the raw performance scores obtained from the
sample of 56 animals will now be described. A matrix of correlations between
individuals' performance on every combination of learning tasks is presented
in the top left portion of Table
3. From this matrix it is possible to estimate the degree to which
animals' performance on any given task is indicative of their performance on
other tasks. [For this matrix and subsequent factor analysis, all performance
measures are entered such that lower values indicate better learning. Thus
fewer errors in the Lashley maze, fewer errors in odor discrimination, and
shorter latencies to locate the hidden platform in the water maze are
indicative of better learning (and are entered in their nominal form). In the
fear conditioning and passive avoidance tasks, higher nominal performance
scores are indicative of better learning. In these two instances, performance
scores are converted to negative numbers so that lower values represent better
learning on all tasks. This has no statistical impact on the analyses (i.e.,
the magnitude of correlations or factor loadings), but the consistent
directionality of the performance measures simplifies the description and
illustration of the correlations and subsequent factor analyses.] In the top
left portion of Table 3, it can
be seen that all of the possible pair-wise correlations between learning
performance variables are positive, i.e., reflect some common source of
variance. Such observations in the human test literature are taken as evidence
for a conserved influence on general cognitive abilities (for review, see
Plomin, 1999
;
Sternberg, 1997
).
Performance in both the Lashley maze and the passive avoidance task were
similarly and most highly predictive of performance in other tasks in the
battery. These latter correlations are quite illuminating, given the diametric
demands of these two tasks (i.e., activity vs passivity, appetitive vs
aversive control, path integration vs egocentric localization). These
observations mitigate against an explanation of an animal's aggregate
performance that supposes some inherent commonality in the performance demands
of the tasks that comprise this battery.
A principal component method of factor analysis was conducted on the
performance scores of the 56 animals in the test sample. To maximize
sensitivity to any general factors, no factor rotation was performed. Only a
single factor (eigen value = 1.92) was extracted from this data set, and that
factor accounted for 38% of the total variance in performance across all
tests. The loadings of each learning task on this factor are provided in
Table 4. Loadings of the
individual learning tasks in this factor confirm the above interpretation of
the correlation matrix (Table
3), i.e., performance on the Lashley maze and passive avoidance
tasks load strongly, whereas the loading of fear conditioning and the water
maze are relatively weaker. It is impossible to discern from such an analysis
what properties of a task account for its loading weight. Nevertheless, the
consistency and weight of the individual task loadings strongly suggest that
this factor is indicative of a general influence on learning that transcends
idiosyncratic task demands. In this regard, it is of interest that the
"g factor" that is proposed to influence diverse tests of
human intelligence accounts for (by various estimates) 25-50% of the
variability in performance across individuals
(Sternberg, 1997
;
Plomin, 1999
).
Reliability of ranks as an index of animals' learning abilities
We next determined the degree to which animals' ranks were a reliable index
of relative learning abilities. To address this concern, a group of eight
animals were trained and tested on the learning battery described above and
subsequently on a second series of learning tasks. Each of the tasks in the
second battery required new learning, although the nature of the tasks and the
underlying processes were nominally identical to those that comprised the
first series of tests. With data obtained from animals tested in each of the
two batteries it was possible to assess the degree of consistency of
individual animals' ranks on each of two analogous tasks, as well as the
degree to which individuals' aggregate performances (i.e., average ranks) were
correlated across the two series of tests.
After completion of the initial battery, animals began a second series of
tests. Modifications of the tasks were as follows. (1) The black Lashley III
maze was replaced with a white maze that required a different route to
efficiently retrieve the food reinforcer. (2) For passive avoidance, animals
were trained in a distinct context and the safe platform was white (cf.
black). Furthermore, an odor (28 gm Vick's VapoRub) was added to the chamber
to distinguish it from the chamber that had been used previously. (3) In the
water maze, the spatial cues were replaced by a new set of geometric shapes
located at different coordinates, the escape platform was moved to a different
quadrant of the maze, and start locations were changed. (4) For odor
discrimination, three new odors [i.e., rum, anise, coconut (target)] were used
as discriminative cues, and the pattern of start locations were changed. (5)
New training and test contexts were used for fear conditioning, and a flashing
light (250 msec on/250 msec off) located in the top center of each box served
as the CS.
The results of testing on the initial battery of tasks were similar in
nature to those described previously for subjects 9-16
(Table 2,
Fig. 7). As summarized in
Table 5, the average rank
(aggregate performance) of individual animals varied widely on the initial
test battery, with average ranks ranging from 2.3 to 6.0. The ranks of these
animals on the two sets of individual learning tasks are also provided in
Table 5. Comparing the
performance of animals on individual tasks, the correlations between their
ranks ranged from r = 0.2 (water maze) to r = 0.75 (Lashley
maze), suggesting that the tasks were variously reliable in their depiction of
the "true" performance/ability of any individual animal. Even so,
the correlation of the average ranks of individual animals, i.e., the estimate
of general learning ability, was significant. Thus although the performance of
each animal varied (to different degrees) across the successive batteries of
tests on any single task, the overall estimation of an animal's performance
relative to its peers was a reliable estimation of individuals' general
learning ability.
Relationship of native behaviors and characteristics to general
learning abilities
In addition to being tested on five learning tasks, these 56 animals were
monitored in a walled open field (segmented into a grid of 6 x 6 square
quadrants). Four performance measures were obtained in the field, including
running speed (during bursts of straight running), overall activity (total
quadrant entries), entries into open relative to closed quadrants of the field
(a behavior often equated with novelty seeking)
(Kabbaj et al., 2000
), and the
number of excreted bolli (a putative measure of "emotionality").
In addition, animals' body weights at the onset of testing were recorded. All
of these measures, in combination with performance on learning tasks, were
subjected to separate analyses. Pair-wise correlations between each of these
five variables as well as between these variables and animals' performance on
the five learning tasks are provided in
Table 3.
It can be seen in Table 3
that animals' body weights were unsystematically and nonsignificantly related
to other performance indices, including those obtained in the five learning
tasks. Likewise, running speed in the open field was not correlated with
performance on any of the five learning tasks. Total quadrant entries (an
index of overall activity) in the open field were unsystematically related to
performance on learning tasks, although more activity was positively
correlated with better performance in the Lashley maze and fear conditioning
tasks. Not surprisingly, running speed and overall activity in the open field
were strongly related. Most interestingly, the propensity of animals to
explore the open quadrants of the field (i.e., the ratio of entries into open
relative to closed quadrants) was directly related to performance on all
learning tasks except fear conditioning, i.e., an increase in the proportion
of time spent in open areas was associated with more efficient learning (i.e.,
lower performance scores are indicative of better learning) on four of five
tasks. Importantly, the propensity of animals to enter the open areas of the
field was unrelated to both overall activity or running speed in the field
(r = 0.07, 0.03, respectively). This latter result differentiates the
impact of movement from influences more obviously related to
exploratory/motivational tendencies. Defecation (number of bolli) in the open
field was not significantly correlated either with measure of exploration
(overall activity or entries into open quadrants) or with any of the learning
measures. Because defecation is often interpreted to reflect emotionality
(e.g., fear), this result suggests that variations in emotionality do not
influence animals' exploratory behaviors and cannot account for differences
between animals in their overall learning performance.
A principal component method of factor analysis extracted three factors to
account for these nine variables. Variable loadings on these factors are
provided in Table 6. Here we
will interpret only the primary factor. Factor 1 accounted for 25% of the
total variance, and each of the five learning tasks loads consistently on this
factor, suggesting its homology to that factor extracted from performance only
on learning tasks (Table 4).
Again, running speed, defecation, and body weights loaded weakly on this
factor. However, animals' propensity to explore the open areas of the open
field also loaded heavily, suggesting that this exploratory tendency is
co-regulated with general learning ability, is influenced by general learning
ability, or is a determinant of general learning ability.
 |
Discussion
|
|---|
In a sample of 56 outbred CD-1 mice, we observed a pattern of results that
indicate that individual mice express varying degrees of general learning
ability. These results address questions that are at the forefront of research
on human cognitive abilities but have been mostly ignored in research efforts
with animal subjects.
Analysis of animals' performance on five distinct learning tasks extracted
a single factor that accounted for 38% of the variance between individuals
across all tasks. It is interesting to note that a general influence on human
intelligence test performance (i.e., the g factor) has been variously
estimated to account for between 25 and 50% of the variance between
individuals (Jensen, 1998
;
Plomin, 1999
;
Sternberg, 2000
). It is well
established that general intelligence abilities (i.e., like those
characterized in a standardized IQ test) are co-regulated with or directly
impinge on learning, such that indices of learning and intelligence are highly
correlated (Kolligian and Sternberg,
1987
; Carroll,
1993
; for review, see Jensen,
1998
). The psychometric and conceptual analogy between
intelligence and learning, as well as the degree of explanatory value of the
general influence on learning that we find, suggests that the battery of tests
described here may be sensitive to a factor analogous to human g.
This conclusion must be considered with great caution, however, particularly
given the relatively limited number of tests that comprise the present battery
and the unlikelihood that they adequately represent all learning abilities.
Although the present data indicate the existence of a general learning factor
in mice, the proportion of variance in learning accounted for by this factor
may not accurately represent its true impact on learning abilities
(Jensen and Weng, 1994
).
We observed that individuals' entries into the open areas of the open field
(relative to entries in areas adjacent to the field's walls) was significantly
correlated with performance on four of five learning tasks and loaded heavily
in that factor, which accounted for general learning abilities. The propensity
to explore the open quadrants of a field is often interpreted as an index of
an animal's proclivity for novelty seeking and may reflect the degree to which
an animal experiences stress in the unfamiliar open environment
(Anderson, 1993
;
Kabbaj et al., 2000
). The
relationship of novelty seeking and indices of maze reasoning has been
observed previously in laboratory rats
(Anderson, 1993
). It is notable
that among human infants, the degree of preference for novelty is positively
correlated with later performance on standardized IQ test batteries
(Bornstein and Sigman, 1986
;
Vietze and Coates, 1986
), an
observation which further suggests that the general learning factor that we
observe in this population of mice might be analogous to the g factor
described in humans. Although the nature of this relationship between novelty
seeking and learning/intelligence is unknown, it is possible that animals more
engaged by novelty are more likely to recognize (or attend to) those
environmental relationships on which learning depends. Related to this,
animals that are prone to novelty seeking may be less susceptible to the
experience or physiological consequences of stress, which in many instances
can impede learning (for review, see
Shors, 1998
). The data
reported here do not allow us to distinguish between these (or other)
possibilities.
A general influence on cognitive abilities has been described as one of the
most stable human quantitative traits
(Plomin, 1999
), and the
elucidation of its brain substrates could have tremendous functional
significance. It is thus surprising that so little work has been done to
establish the existence of this trait in laboratory animals. An exception is a
battery of mixed complex and simple tasks (ranging from complex mazes to
avoidance learning) constructed by Thorndike
(1935
) and assessed with
laboratory rats. In this study, positive pair-wise correlations were observed
in the performance of animals across all tasks, a pattern of results reported
more recently by Anderson
(1993
). Similarly, Locurto and
Scanton (1998
) have reported
that the performances of individual mice across six distinct spatial
navigation tasks were strongly correlated, although the processing
requirements of the six tasks may not be sufficiently distinct to conclude
that performance was influenced by a general (as opposed to domain-specific)
factor. Only one relevant analysis has been attempted with laboratory mice, in
which Galsworthy et al. (2002
)
subjected heterogeneous stock mice to a battery of tests that assessed
learning (including in the spatial water maze), memory, and native exploratory
behaviors. Galsworthy et al.
(2002
) reported that
30%
of the variance between tasks was accounted for by a single factor. Although
comparable in magnitude to the general factor found to influence performance
in our battery of tests (in which 38% of the variance was accounted for by a
single factor), the relatively weaker factor strength reported by Galsworthy
et al. (2002
) might reflect
their explicit intent to include a strong memory component (and other presumed
cognitive influences) in their battery of tests. Nonetheless, across species
and test batteries, converging evidence is emerging from which to infer the
existence in laboratory animals of a general influence on cognitive abilities
that transcends sensory, motor, and motivational demands, as well as
neuroanatomical learning systems and "domains" of abilities. With
an approach like that reported here it will be possible to separate the impact
of a manipulation (e.g., a transgene or pharmacological intervention) on
specific learning systems from its impact on general learning abilities, a
prerequisite for delineating the underlying basis for individual differences
in learning and intelligence.
 |
Footnotes
|
|---|
Received Dec. 11, 2002;
revised Mar. 28, 2003;
accepted Apr. 1, 2003.
This work was supported by a Busch Foundation Award to L.D.M. Thanks are
extended to Drs. Tracey Shors, Ralph Miller, and Mike Galsworthy for
discussions relevant to the development of these experiments, and to Randy
Gallistel, Ronald Gandelman, and Alex Kusnecov for their comments on an
earlier version of this manuscript.
Correspondence should be addressed to Louis D. Matzel, Department of
Psychology, Program in Biopsychology and Behavioral Neuroscience, Rutgers
University, Busch Campus, Piscataway, NJ 08854. E-mail:
matzel{at}rci.rutgers.edu.
Copyright © 2003 Society for Neuroscience
0270-6474/03/236423-11$15.00/0
 |
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