3. Materials and Methods
3.1 Flies
The animals are kept on standard cornmeal/molasses medium (recipe see Guo et al. 1996) at 25°C and 60% humidity with a 16hr light/8hr dark regime. 24-48h old female flies are briefly immobilized by cold-anesthesia and glued (Locktite UV glass glue) with head and thorax to a triangle-shaped copper hook (diameter 0.05mm) the day before the experiment. The animals are then kept individually overnight in small moist chambers containing a few grains of sucrose.

3.2 Apparatus
The core device of the set-up is the torque meter. Originally devised by Götz (1964) and repeatedly improved by Heisenberg and Wolf (1984), it measures a fly's angular momentum around its vertical body axis. The fly, glued to the hook as described above, is attached to the torque meter via a clamp to accomplish stationary flight in the center of a cylindrical panorama (arena, diameter 58mm), homogeneously illuminated from behind (Fig. 2). Via the motor control unit K an electric motor can rotate the arena according to the experimental procedures described below. The light source is a 100W, 12V tungsten-iodine bulb. For green and blue illumination of the arena, the light is passed through monochromatic broad band Kodak Wratten gelatin filters (#47 and #99, respectively). Filters can be exchanged by a fast magnet within 0.1 sec. 

The angular position of an arbitrarily chosen point of reference on the arena wall delineates a relative 'flight direction' of 0-360°. Flight direction (arena position) is recorded continuously via a circular potentiometer (Novotechnik, A4102a306) and stored in the computer memory together with yaw torque (sampling frequency 20Hz) for later analysis. The reinforcer is a light beam (diameter 4mm at the position of the fly), generated by a 6V, 15W Zeiss microscope lamp, filtered by an infrared filter (Schott RG780, 3mm thick) and focused from above on the fly. In all experiments the heat is life threatening for the fly: more than 30s of continuous irradiation are lethal. Heat at the position of the fly is switched on and off by a computer-controlled, magneto-electrical shutter intercepting the beam (Fig. 2). The maximum temperature at the point of the fly is measured separately after the experiments by a blackened thermoelement of about 1mm3 after 10s of continuous irradiation.

3.3 Experimental procedures
Yaw torque learning. The fly’s spontaneous yaw torque range is divided into a ‘left’ and ‘right‘ domain (approximately corresponding to either left or right turns; for a justification of this assumption see: Heisenberg and Wolf, 1993). Heat is switched on (input voltage 6.0V) whenever the fly's yaw torque is in one domain and switched off when the torque passes into the other (henceforth: yaw torque sign inversion). There are no patterns on the arena wall, but the illumination is spectrally restricted by a Schott daylight filter (BG18, glass, 3mm) as it was used by Liu et al. (1999) to allow for context generalization.

Switch (sw)-mode: As in yaw torque learning, the fly is punished whenever the fly’s yaw torque passes into the punished range, but during yaw torque sign inversion not only temperature but also a visual cue is exchanged. Visual cues can be either colors (blue/green) or pattern orientations (up-right/inverted T in front). For color as visual cue, the panorama consists either of 20 evenly spaced stripes (pattern wavelength l=18°; transfer experiments) or of no patterns at all (modified overshadowing) and the illumination of the arena is changed from green to blue or vice versa. For pattern orientation as visual cue, four black, T-shaped patterns of alternating orientation (i.e. two upright and two inverted) are evenly spaced on the arena wall (pattern width y=40°, height J =40°, width of bars=14°, as seen from the position of the fly). One of the pattern orientations is presented stationarily in front of the fly, the other at 90° and 270°. Whenever the range of the fly’s yaw torque passes into the other half, the arena is turned by 90° to bring the other pattern orientation in front. For technical reasons, a hysteresis is programmed into the switching procedure: while pattern orientation requires a ± 5.9· 10-10Nm hysteresis during yaw torque sign inversion, a ± 2.0· 10-10Nm hysteresis is sufficient for color as visual cue if the striped drum is used. No hysteresis is necessary if the patterns are omitted altogether.

Flight simulator (fs)-mode: Closing the feedback loop to make the rotational speed of the arena proportional to the fly's yaw torque (coupling factor K=-11°/s· 10-10Nm, Fig. 2) enables the fly to stabilize the rotational movements of the panorama and to control its angular orientation (flight direction). If pattern orientation is used as visual cue, the same black, T-shaped patterns are used as in sw-mode (see above). For color as visual cue (Wolf and Heisenberg, 1997) the arena either consists of 20 evenly spaced stripes (l=18°; transfer experiments) or of four identical vertical stripes (width y =14°, height J =40°; compound experiments). A computer program divides the 360° of the arena into 4 virtual 90° quadrants. The color of the illumination of the whole arena is changed whenever one of the virtual quadrant borders passes the frontal midline (i.e. flight direction) of the fly. If a compound of colors and patterns is used as visual cue, the vertical stripes are replaced by the four T-shaped patterns and color is changed as described. Heat reinforcement (input voltage 6.0V) is made contiguous either with the appearance of one of the pattern orientations in the frontal quadrant of the fly’s visual field or with either green or blue illumination of the arena.

Transfer experiments. Visual discrimination learning in fs-mode and sw-mode are carried out not only with patterns (upright and inverted T) but, in a second series of experiments, also with colors as visual cues. In each series six groups of flies were tested:

  1. training and test in fs-mode;
  2. training in fs-mode followed by test in sw-mode
  3. training in fs-mode followed by familiarization training and test in sw-mode
  4. training and test in sw-mode
  5. training in sw-mode followed by test in fs-mode
  6. training in sw-mode followed by familiarization training and test in fs-mode
Modified overshadowing (for an original overshadowing experiment see below). Groups (4) to (6) of the transfer experiments constitute one part of this experiment, yielding one group of flies that are trained with a behavior (yaw torque) and a stimulus (colors) as the elements of a compound (sw-mode). The 2x4 minutes of compound (composite) training follow a 4 minute preference test. Then, either color learning is assessed independently of motor learning in fs-mode (transfer experiment) or motor learning is assessed independently of color learning by replacing the blue and green color filters with the Schott daylight filter (BG18, glass, 3mm) known to allow for context generalization or there is no change at all (control). In an approach to directly measure the associability of the behavioral vs. the sensory predictor, for one group the contingencies between behavior and color are reversed in the final test (i.e. if ‘right’ turns lead to blue illumination during training, they will lead to green illumination during the final test phase and vice versa). To control for context generalization effects, one group of flies is subjected to yaw torque learning in which only the final test is carried out with the Schott BG18 filter, but in the preceding training the fly receives behavior independent color changes recorded from previously trained sw-mode flies (color replay). The control for this group was a yaw torque learning experiment as described above.

Overshadowing. To test whether the flies are able to separately process colors and patterns during compound (fs-mode) training, the animals are trained in the following sequence. Four minutes of unreinforced preference test are followed by 2x4 minutes of training, interrupted by a 2 min test period (Table 1a). After these 14 minutes of compound presentation, flies are either allowed to choose flight directions with the compound as visual cue (control) or with colors or patterns alone (experimental groups). A fourth group is presented a new compound in which the combination between patterns and colors is exchanged (e.g. if during training flying with an upright T in the frontal visual field led to green illumination of the arena, it now, during the ‘exchanged’ test phase, would lead to blue illumination). 

Blocking. The two blocking experiments are designed as between groups experiments, each with one blocking and one control group. Both again consist of two half groups, one of which is presented with colors alone in the first training phase (CS1+US) and the other with patterns alone. The two experiments differ in the amount of compound training (CS1+CS2+US) and the choice of control procedures. In the first experiment (Table 1bI), flies receive equal amounts of first training and compound training. The control groups are provided with the same amount of CS1 and US experience as the blocking group. This is accomplished in two different ways: In the control group stimulated by colors as CS1 during the first conditioning phase flies are trained classically by recording the flight orientation traces and heating regime of the corresponding blocking group and playing them back to the naive flies (replay experiment; ; Wolf and Heisenberg, 1991). The other half of the control flies exposed to patterns as CS1 in white light are operantly trained. It was observed that pattern memory from training in white light is lost if colors are added to generate compound stimuli (CS1+CS2). In the corresponding blocking group, a Schott BG18 3mm thick broad-band blue-green filter allows for generalization upon compounding the colors with the patterns . In this experiment as well as in the sensory preconditioning and second-order conditioning experiments, the BG18 filter is used throughout whenever patterns alone are presented, with the exception of the control group mentioned above. In the second experiment (Table 1bII), only half the amount of compound training is applied and the control groups do not receive any reinforcement before the compound phase.

Second-order conditioning. Two second-order conditioning experiments are conducted differing in the amount of second-order training (CS1+CS2). The first (Table 1cI) is modeled closely after the first blocking experiment (Table 1bI), except that the compound phase is shortened by 2 minutes. For the second experiment (Table 1cII) the second-order conditioning phase was shortened even more to only 2x2 minutes (matching the second blocking experiment most closely; see Table 1bII). Only colors are used as conditioned reinforcer.

Sensory preconditioning. Two groups of flies are allowed to fly without reinforcement using a compound of colors and patterns as orientation cues (CS1+CS2) for 10 and 16 minutes, respectively (Table 1dI-II). The groups are then further subdivided into two half experiments each, according to which stimulus (colors or patterns) is chosen as CS1 and is presented during the subsequent single stimulus phase. This phase consists of 2x4 minutes of training (CS1+US), with an intermittent 2 minute test (CS1 alone). The final 2 min test is conducted with the alternative stimulus (CS2) alone (Table 1dI-II).

3.4 Analysis of Data

3.4.1 Arena position and yaw torque evaluation
The pattern, color or yaw torque range preference of individual flies is calculated as the performance index: PI=(ta-tb)/(ta+tb). During training, tb indicates the time the fly was exposed to the reinforcer and ta the time without reinforcement. During tests, ta and tb refer to the times when the fly chose the situation designated as unpunished or punished, respectively.

3.4.2 Statistics
Tests for normal distribution of performance indices yield varying results. Therefore, where possible, non-parametric tests are used, i.e. a Kruskal-Wallis ANOVA to test the hypothesis that three or more samples were drawn from the same population, a Mann-Whitney U-test for comparing two independent samples and a Wilcoxon matched pairs test to test single performance indices against zero. For more complicated two-way designs, data are sufficiently close to being normally distributed to justify a repeated measures ANOVA whenever within and between group comparisons need to be carried out.

Table 1:

a, "Overshadowing"

pt1
pt2
tr1
tr2
it
tr3
tr4
test
c o l o r s a n d p a t t e r n s
colors and patterns
colors
patterns
c+p exchanged

b, "blocking"

I

 
pretraining phase
compound phase
 
  pt1 pt2 tr1 tr2 it1 tr3 tr4 it2 it3 tr5 tr6 it3 tr7 tr8 test
block colors colors colors colors colors colors colors colors
colors and patterns
patterns
patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

colors
control colors

(replay)

colors

(replay)

colors

(replay)

colors

(replay)

colors

(replay)

colors

(replay)

colors

(replay)

colors

(replay)

patterns 
patterns

(white)

patterns

(white)

patterns

(white)

patterns

(white)

patterns

(white)

patterns

(white)

patterns

(white)

patterns

(white)

colors

II

 
pretraining phase
compound phase
 
  pt1 pt2 tr1 tr2 it1 tr3 tr4 it2 it3 tr5 tr6 test
block
colors
colors
colors
colors
colors
colors
colors
colors
colors and patterns
patterns
patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

colors
 
pt1
pt2
pt3
pt4
pt5
pt6
pt7
pt8
pt9
tr1
tr2
test
control
colors
colors
colors
colors
colors
colors
colors
colors
colors and patterns
patterns
patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

patterns

(BG18)

colors

c, "Second-order conditioning"

I

pretraining phase
compound phase
   
pt1 pt2 tr1 tr2 it1 tr3 tr4 it2 so1 so2 so3 so4 so5 test1 test2
colors colors colors colors colors colors colors colors
colors and patterns
patterns patterns

II
 
pretraining phase
compound    
pt1 pt2 tr1 tr2 it1 tr3 tr4 it2 so1 so2 test1 test2
colors colors colors colors colors colors colors colors
colors and patterns
patterns patterns

d, "Sensory preconditioning"

I
 
sensory preconditioning
single stimulus training
 
pc1 pc2 pc3 pc4 pc5 tr1 tr2 it1 tr3 tr4 test
c o l o r s    a n d    p a t t e r n s
colors colors colors colors colors patterns
patterns patterns patterns patterns patterns colors

II
 
sensory preconditioning
single stimulus training
 
pc1 pc2 pc3 pc4 pc5 pc6 pc7 pc8 tr1 tr2 it1 tr3 tr4 test
c o l o r s    a n d    p a t t e r n s
colors colors colors colors colors patterns
patterns patterns patterns patterns patterns colors

Table 1: Schematized sequence of training and test periods. Each block in the shaded rows represents one two minute period. pt – pretest; tr – training; it – intermittent test; c – colors; p – patterns; so – second-order training; pc – preconditioning phase.
 

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