&EPA
              united States
              Environmental Protection
              Agency
               Office of Pesticides &
               Toxic Substances
               Washington DC 20460
EPA 560/6-82-002
PB82-232992
August 1982
              Toxic Substances
Environmental Effects
Test Guidelines
              Part Two

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                                   EG-11
                                   August, 1982
   ENVIBONMENTAL  EFFECTS  TEST GUIDELINES

             Part   Two
   FISH EARLY LIFE STAGE  TOXICITY TEST
        OFFICE  OF  TOXIC SUBSTANCES
OFFICE.  OF  PESTICIDES AND  TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C. 20460

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Office of Toxic Substances                                 EG-11
Guideline for Testing Chemicals                    August,  1982
               FISH EARLY LIFE STAGE TOXICITY TEST
    ('a)  Purpose.  This guideline  is  intended  to be used  for

assessing the propensity of chemical substances to produce

adverse effects to fish during the early stages of their  growth

and development.  This guideline describes the conditions and

procedures for the continuous exposure of several representative

species to a chemical substance during egg, fry and early

juvenile life stages.  .The Environmental Protection Agency  (EPA)

will use data from this test in assessing the  potential hazard of

the test substance to the aquatic  environment.

    (b)  Definitions.  The definitions in section 3 of the  Toxic

Substances Control Act (TSCA) and  the definitions in  Part 792—

Good Laboratory Practice Standards, apply here.  In addition, the

following definitions are applicable  to this specific  test

guideline:

    (1)  "Acclimation" physiological  or behavioral adaptation of

organisms to one or  more environmental conditions associated with

the test method (e.g., temperature, hardness,  pH) .

    (2)  "Carrier" solvent or other agent used to dissolve  or

improve the solubility of the test substance in dilution  water.

    (3)  "Conditioning" exposure of construction materials, test

chambers, and testing apparatus to dilution water or  to the test

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solution prior to the start of the test in order to minimize the

sorption of test substance onto the test facilities or the

leaching of substances from test facilities into the dilution

water or the test solution.

    (4)  "Control" an exposure of test; organ isms to dilution

water only or dilution water containing the test solvent or

carrier (no toxic agent is intentionally or inadvertently

added).

    (5)  "Dilution water" the water used to produce the flow-

through conditions of the test to which the test substance'"-Is"

added and to which the test species is exposed.

    (6)  "Early life stage toxicity test" a test to determine the

minimum concentration of a substance which produces a

statistically significant observable effect on hatching,

survival, development and/or growth of a fish species

continuously exposed during the period of their early

development.                                      •     ;

    (7)  "Embryo cup" a small glass jar or similar container with

a screened bottom in which the embryos of some species (i.e.,

minnow) are placed during the incubation period and which  is

normally oscillated to ensure a flow,of water through the  cup.

    (8)  "Flow through" refers to the  continuous or ve^ry frequent

passage of fresh test solution through a test chamber with no

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recycling.

    (9)  "Hardness" the total concentration of  the  calcium  and

magnesium ;Lons in water expressed as calcium carbonate  (mg

CaCOyiiter) .

    (10)  "Loading" the ratio of biomass  (grams of  fish, wet

weight) to the volume (liters) of test solution passing through

the test chamber during a specific  interval (normally a 24-hr.

period).

    (11)  "No observed effect concentration (NOEC)"  the highest

tested concentration in an acceptable early life stage test:   (a)

which did not cause- the occurrance  of any specified  adverse

effect (statistically different from the control at  the 95%

level); and (b) below which no tested concentration  caused  such

an occurrence.

    (12)  "Observed effect concentration  (OEC)" the  lowest  tested

concentration in an acceptable early life stage test:   (a)  which

caused the occurrence of any specified adverse  effect

(statistically different from the control at the 95% level); and

(b) above which all tested concentrations caused such an

occurrence.

    (13)  "Replicate" two or more duplicate tests, samples,

organisms, concentrations, or exposure chambers.

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     (14)  "Stock solution"  the  source  of  the  test  solution

prepared by dissolving  the  test substance in  dilution water or a

carrier which  is then added  to  dilution water at a specified,

selected concentration  by means  of  the test substance delivery

sys tern.

     (15)  "Test chamber" the  individual containers in which test

organisms are  maintained during  exposure  to test solution.

     (16)  "Test solution" dilution,  water  with a  test substance

dissolved or suspended  in it.

     (17)  "Test substance"  the  specific form  of  a  chemical

substance or mixture that is used to develop  data.

     (c)  Test  Procedures — (1)   Summary of  test.  (i)   The early

life stage toxicity test with fish  involves exposure  of  newly

fertilized embryos to various concentrations  of  a  test

substance.  Exposure continues  for  28  days post hatch for the

minnows and 60 days post hatch  for  the trout  species.   During

this time various observations  and  measurements are  made  in a

specific manner and schedule  in  order  to  determine the lowest

effect and highest no-effect concentrations of the test

subs tance.

     (ii)  A minimum of  five exposure (treatment) concentrations

of a test substance and one control are required to  conduct an

early life stage toxicity test.  The concentration of  tne test

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                                                    August,  1982
substance in each treatment is usually 50% of  that  in  the  next

higher treatment level.

    (iii)  For each exposure concentration of  the test substance

and for each control (i.e., regular control and carrier control

if required) there should be:

    (A)  At least two replicate test chambers, each  containing

one Or more embryo incubation trays or cups; and there should be

no water connections between the replicate test chambers;

    (B)  At least 60 embryos divided equally,  through

randomization, between the embryo  incubation trays  or  cups  for

each test concentration and control (i.e., 30  per embryo cup with

2 replicates);

    (C)  All surviving larvae divided equally  between  the  test

chambers for each test concentration and control (e.g., 30  larvae

per test chamber with 2 replicates).

    (iv)  Duration.  (A)  For fathead minnow and sheepshead

minnow a test begins when the newly fertilized minnow  embryos

(less  than 48-hours old) are placed in the embryo cups and are

exposed to the test solution concentrations.   The test terminates

following 28 days of post-hatch exposure, i.e., 28  days after the

newly hatched fry are transferred  from the embryo cups  into  the

test chambers.

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     (B)  For brook trout and rainbow  trout  a  test  begins  when

newly fertilized  trout embryos  (less  than  96-hours  old)  are

placed in the embryo trays or  cups and  are  exposed  to  the  test

solution concentrations.  The  test terminates  following  60 days

of post-hatch exposure (for an  approximate  total exposure  period

of 90 days ) .

     (2)  [Reserved]

     (3)  Range-finding test.   (i)  A  range  finding  test  is

normally performed with the test substance  to  determine  the test

concentrations to be used in the early  life stage  toxicity test,

especially when the toxicity is unknown.   It  is recommended that

the  test substance concentrations be  selected  based on

information gained from a 4- to 10-day  flow-through toxicity  test

with juveniles of the selected  test species.

     (ii)  The highest concentration selected for the early  life

stage toxicity test should approximate  the  lowest  concentration

indicated in any previous testing tc  cause  a significant

reduction in survival.   The range of   concentrations selected  is

expected  to include both observed effect and no-observed- effect

levels.  The dilution factor between  concentrations is normally

0.50, however, other dilution factors may be used as necessary.

     (4)  Definitive test—(i) General.  (A) A  test should  not be

initiated until after the test conditions have been met and the

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                                                    August,  1982
test substance delivery system has been observed  functioning

properly for 48-hours.  This  includes  temperature stability,  flow

requirements of dilution water, lighting requirements,  and  the

function of strainers and air traps  included  in  the  water-supply

system, and other conditions as specified previously.

    (B) New holding and testing facilities should be tested with

sensitive organisms (i.e., juvenile  test species  or  daphnids)

before use to assure that the facilities or substances  possibly

leaching from the equipment will not adversely affect the test

organisms during an actual test.

    (C) Embryos should be acclimated for as long  as  practical  to

the test temperature and dilution water prior to  the  initiation

of the test.

    (D) When embryos are received from an outside  culture source

(i.e.  rainbow and brook trout) at a  temperature at variance with

the recommended test temperature they should  be acclimated  to  the

test temperature.  When eggs are received, they should  be

immediately unpacked and the temperature of the surrounding water

determined.  Sudden temperature changes should be  avoided.

Acclimation to the appropriate test  temperature should  be

accomplished within a period of six  hours, and should incorporate

the use of dilution water.

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                                                    August,  1982
     (E)  Embryos should be  visually  inspected  prior  to placement

in the embryo cups or screen  trays.   All  dead  embryos should be

discarded.  Dead embryos can  be  discerned  by  a change in

coloration from that of  living embryos  (e.g.  trout  embryos  turn

white when dead).  During  visual  inspection,  empty  shells,  opaque

embryos  and embryos with fungus  or  partial  shells attached  should

be removed and discarded.   If less  than 50  percent  of the  eggs  to

be used  appear to be healthy, all embryos  in  such a lot  should  be

discarded.

     (ii)  Embryo incubation procedures.   (A)  Embryos  can be

distributed to the embryo  cups or screen  trays  using  a pipette

with a large bore or a similar apparatus.   Trout embryos  can be

distributed by using a small  container which has been

precal ibrated to determine  the approximate  number of  embryos  it

can hold; embryos are measured volumetr ically  in this  manner, and

are then poured onto the screen  tray  (or  embryo cup).  Trout

embryos should be separated on the  screen tray  so that they are

not in contact with each other.  A  final  count  will ensure  the

actual number on the screen tray.   After  random assignmment,  the

screen trays or embryo cups are placed in the  test  chambers.

    (B) Each day until hatch  the embryos  are visually examined.

Minnow embryos may be examined with the aid of  a magnifying

viewer.  Trout embryos should not be  couched.   Trout  embryos

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should be maintained  in  low  intensity  light or in darkness until

one-week post  hatch,  and  are usually examined with the aid of a

flashlight or  under low  intensity  light.   Dead embryos should be

removed and discarded.   Live embryos  which are heavily infected

with fungus should be discarded, but should be subtracted from

the  initial number of embryos  used  as  a basis for the

calculations of percentage hatch.

     (C) When embryos  begin to  hatch  they  should not be handled.

     (iii)  Initiation of  fry exposure.   (A)  Forty-eight hours

after the first hatch in  each  treatment level, or when hatching

is completed,  the live young fish should  be counted and

transferred from each embryo cup into  the appropriate test

chamber.  All  of the  normal  and abnormal  fry should be gently

released into  the test chamber by allowing  the fry to swim out of

each embryo cup; nets should not be  used.   The trout embryos

incubated on screen trays will hatch out  in the test chambers,

therefore handling of fish is  not necessary.

     (B) If necessary, fry can  be transferred from one replicate

embryo cup to  the other replicate within  a  test concentration to

achieve equal  numbers in  each  replicate chamber.

     (C) The number of live fry, live normal  fry,  live embryos,

dead embryos and unaccounted  for embryos  for each cup should  be

recorded when hatching is deemed complete.   Those fry which are

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                                                    August,  1982
visibly  (without the use  of  a  dissecting  scope  or  magnifying

viewer)  lethargic or grossly abnormal  (either  in swimming

behavior or physical appearance) should be  counted.   Late

hatching embryos should be  left  in  the embryo  cups  to determine

if they  will eventually hatch  or not.  The  range of  time-to-hatch

(to the  nearest day) for  each  cup should  be recorded.

    ( iv)  Time to first feeding.  (A) The first feeding  for  the

fathead  and sheepshead minnow  fry should  begin  shortly after

transfer of the fry from  the embryo  cups  to the test  chambers.

Trout species  initiate feeding at swim-up.   The trout fry  should

be fed trout starter mash three times a day ad  libitum,  with

excess food siphoned off  daily.  The minnow fry should be  fed

live newly-hatched brine  shrimp nauplii (Artemia salina) at  least

three times a day.

    (B)  For the first seven  days, feeding should be done at

minimum  intervals of four hours (i.e., 8  am, 12 noon,  and  4  pm);

thereafter the fry should be fed as  indicated below.

    (v)  Feeding.  (A)  The fathead and sheepshead minnow fry

should be fed newly-hatched  brine shrimp  nauplii for  the duration

of the test at approximately 4-hour intervals three times  a  day

during the week and twice on the weekend  after  the first week.

Trout fry should be fed at similar intervals, and may  receive

live brine shrimp nauplii in addition to  the trout starter food


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after  the  first  week.

     (B) An  identical  amount  of  food  should  be  provided  to each

chamber.   Fish should  be  fed  ad  libitum  for 30 minutes  with

excess  food siphoned  off  the  bottom  once daily if  necessary.

     (C) Fish should not be fed  for the  last 24 hours  prior to

termination of the  test.

     (vi)  Carriers .   Water should be  used  in making  up  tne test

stock solutions.   If  carriers other  than water are absolutely

necessary,  the amount  used should be  the minimum  necessary to

achieve solution of the test substance.   Triethylene  glycol and

dimethyl formamide  are preferred, but etnanol  and  acetone can be

used if necessary.  Carrier concentrations  selected should be

kept constant at all  treatment  levels.

     (vii)   Controls.   Every test requires a  control that  consists

of the same dilution water, conditions,  procedures, and test

organisms  from the same group used in the other test  chambers,

except that none of the test substance  is added.   If  a  carrier

(solvent)  is used, a separate carrier control  is required  in

addition to the regular control.  The carrier  control should  be

identical  to the regular control except  that the highest  amount

of carrier present  in any treatment  is added to this  control.   If

the test substance is a mixture, formulation,  or commercial

product, none of the ingredients is considered  a carrier  unless


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                                                           EG-11
                                                    August, 1982
an  extra  amount  is  used  to  prepare  the  stock solution.

     (viii)   Randomization.   The  location of  all test chambers and

species within the  test  system should be randomized.   A

representative sample  of  the test  embryos  should be impartially

distributed  by adding  to  each cup or screen  tray no more than 20%

of  the number of  embryos  to be placed  in each cup or screen tray

and  repeating the process until  each cup or  screen tray contains

the  specified number of  embryos.  Alternatively, the embryos  can

be assigned  by random  assignment of a small  group (e.g., 1-5) of

embryos to each  embryo cup  or screen tray, followed by  random

assignment of a  second group of  equal number to each  cup or tray,

which is  continued  until  the appropriate number of  embryos  are

contained in each embryo  cup or  screen  tray.   The method of

randomization used  should be reported in detail.

     ( ix)   Observations.   During  the embryo exposure period

observations should be made  to check for nvortality.   During the

exposure period  of  the fry, observations should be  made to  check

for  mortality and to note the physical  appearance and behavior of

the  young fish.   The biological responses are  used  in combination

with physical and chemical  data  in evaluating  the overall lethal

and sublethal effects  of  the test substance.   Additional

information on the specific methodology  for  the data  obtained

during the test procedure are discussed  in the  following


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                                                           EG-11
                                                    August,  1982
sections.

     (x)  Biological data.   (A)   Death  of  embryos  should  be

recorded daily and dead  embryos  removed when  discovered  to

prevent  the spread of  fungal  contamination.

     (B)  When hatching  commences,  daily records  of  the  number  of

embryos  remaining  in each  embryo  cup are  required.   This

information is necessary to quantify the  hatching  success.  A

record of all deformed larvae should be kept  throughout  the

entire post-hatch  exposure.  Time  to swim-up  should  be recorded

for;  the  trout.  Upon transfer of  fry from the embryo cups to  the

test chambers, daily counts of the number of  live  fish should  be

made.  At a minimum, live  fish should  be  counted  on  days  4, 11,

18,  25 and (weekly thereafter for  the  trout species) finally  on

termination of the test.

     (C)  The criteria for death of  young fish  is usually

immobility, especially absence of  respiratory movement, and lack

of reaction to gentle prodding.   Deaths should  be  recorded daily

and dead fish removed when discovered.

     (D) Daily and at termination  of the test, the  number of fish

that appear (without the use of a  magnifying  viewer) to be

abnormal in behavior (e.g., swimming erratic  or uncoordinated,

obviously lethargic,  hyperventilating,  or over  excited, etc.) or

in physical appearance (e.g., hemorrhaging, producing excessive


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                                                           03-11
                                                    August,  1982
mucous, or are discolored, deformed,  etc.) should  be  recorded  and

reported  in detail.

     (E)   All physical  abnormalities  (e.g., stunted  bodies,

scoliosis, etc.) should be photographed and  the deformed  fish

which die, or are sacrificed at  the  termination of  the  test,

should be preserved for possible future pathological  examination.

     (F)   At termination, all surviving fish  should  be measured

for  growth.  Standard  length measurements should be made  directly

with a caliper, but may be measured  photographically.

Measurements should be made to the nearest millimeter (O.lmm is

desirable).  Weight measurements should also be made  for  each

fish alive at termination (wet, blotted dry  and to  the  nearest

O.Olg for the minnows  and 0. Ig for the trout).  If  the  fish

exposed to the toxicant appear to be  edematous compared to

control fish,  determination of dry,  rather than wet, weight is

recommended.

     (G)  Special physiological, biochemical  and histological

investigations on embryos,  fry, and  juveniles may be deemed

appropriate and should be performed  on a case by case basis.

     (5)  Test  results .  (i)   Data from toxicity tests are usually

either continuous (e.g. length or weight measurements)  or

dichotomous (e.g. number hatching or surviving) in nature.

Several methods  are available and acceptable for statistical


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                                                           EG-11
                                                    August,  1982
anaylsis of data  derived  from  early  life  stage  toxicity tests;

however, the  actual  statistical  methodology  to  analyze  and

interpret the  test results should  be  reported  in  detail.

     (ii)  The  significance level  for  all  statistical  testing

should be a minimum  of P=0.05  (95  percent  confidence  level).

     (A)  Example  of  statistical  analysis.   (JJ  Mortality  data

for  the embryonic stage,  fry stage and  for both stages  in

replicate exposure chambers should first  be  analyzed  using a  two-

way  analysis  of variance  (ANOVA)  with  interaction  model.   This

analysis will  determine if replicates  are  significantly different

from each other.  If a significant difference between replicates

or a significant  interaction exists,  cause for  the difference

should be determined.  Modification should then be made in the

test apparatus or in handling  procedures  for future toxicity

tests. Further calculations should incorporate the separation of

replicates.    If no significant difference  is observed,  replicates

may be pooled  in further analyses.

     (_2_)  After consideration of replicate  responses, mortality

data should  then be subjected  to one-way ANOVA.  The purpose  of

this analysis  is to determine  if a significant difference  exists

in the percentage mortality between control fish and those

exposed to the test material.
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                                                           EG-11
                                                    August, 1982
     (_3_)   If  the one-way  ANOVA results  in a F ratio that is

significant,  it would  be  acceptable  to perform t-tests on the

control versus each concentration.   A  second technique is to

identify  treatment means  that are significantly different; this

method should  involve  the  additional assumption that the true

mean response  decreases  generally with increasing

concentration.  The researcher  may also be interested in

determining  significant  differences  between concentrations.

     (_4_)  Growth data should  also  be  analyzed by one-way ANOVA

with the  inclusion of  a  covariate to account for possible

differences  in growth  of surviving fry in  embryo cup(s) that

contain fewer  individuals.   This  condition can occur in cases

when the same  amount of  food  is given  to each test chamber

regardless of  the number of  survivors.

     (B)  Test  data to  be analyzed.   Data to be statistically

analyzed are:

     (_!_)  Percentage of healthy, fertile embryos  at 40-48

hours after  initiation of  the test.  Percentage  is  based upon

initial number used.

    (2}  Percentage of embryos  that  produce live fry for

release into test chambers.   Percentage is  based on number of

embryos remaining after thinning.
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                                                            SG-11
                                                    August,  L982
     (_3_)   Percentage  of  embryos  that produce live, normal

fry  for  release  into test chambers.  Percentage is based upon

number of  embryos  remaining  after thinning.

     (_4_)   Percentage  of  fry survival at swim-up for trout.

Percentage  is  based  upon  number of  embryos remaining after

t h i n n i ng .

     (J5_)   Percentage  of  embryos  that produce live fish at

end  of test. Percentage is  based  upon number of embryos remaining

after thinning.

     (_6_)   Percentage  of  embryos  that produce live, normal

fish at end of test.  Percentage  is based  upon number of embryos

remaining  after  thinning.
     (_7_)  Weights and  lengths  of  individual fish alive at

the end of the test

     (C)   It is important  that fish  length  and  weight measurements

be associated with individual test  chambers since the density of

the  fish  and available  food should  be considered in the growth of

the organism.

     (iii)  Acceptability  criteria.   (A)  An early life stage

toxicity test is not  acceptable unless  at  least one of the

following criteria is significantly different  (p=0.05) from

control organisms when compared   with treated  organisms, and the

responses are concentration-dependent:  mortality of  embryos,


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                                                    August, 1982
hatching success,  mortality  of  fry  (at  swim-up  for trout),  total

mortality  throughout  the  test,  and  growth (i.e.  weight).   If  no

significant effects occur, but  the  concentrations  tested  were the

highest possible due  to solubility  or other physio-chemical

limitations,  the data  will be considered  for acceptance.

     (B)  In addition  to obtaining significant effects  on  the

exposed test  species,  a measure  of  acceptablity  in the response

of control fish is also required.

     (C)  A test is not acceptable if  the  average survival of  the
control fish  at the end of the  test is  less than 80 percent or it

survival in any one control  chamber is  less  than 70 percent.

     (D)  If a carrier  is  used,  the  criteria for effect (mortality

of embryos and fry, growth,  etc.) used  in the comparison  of

control and exposed test  organisms  should also be  applied to  the

control and control with  carrier chambers.   For the test  to be

considered acceptable, no significant difference should exist

between these criteria.

     (E)  A test is not acceptable if  the  relative  standard

deviation  (RSD=100 times  the standard deviation divided by the

mean) of the  weights of the  fish that were  alive at the end of

the test in any control test chamber  is greater than 40 percent.

     (6)  Analytical measurements--( i)   Analysis of  water

quality.  Measurement of  certain dilution water quality


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                                                    August,  1982
parameters should  be performed  every  6  months,  to  determine the

consistency of  the  dilution  water  quality.   In  addition,  if data

in 30 day  increments are not  available  to show  that  freshwater

dilution water  is  constant, measurements of  hardness,  alkalinity,

pH, acidity, conductivity, TOG  or  COD and particulate  matter

should be  conducted once a week  in the  control  and once  a  week in

the highest test substance concentration.  Measurement of

calcium, magnesium, sodium, potassium,  chloride, and sulfate is

des irable.

    (ii)   Dissolved oxygen measurement.  The  dissolved oxygen

concentration should be measured in each test chamber  at the

beginning  of the test and at  least once daily thereafter (as long

as live organisms are present)  in  one replicate of the control

and the high, medium, and low test substance  concentrations.

    (iii)  Temperature measurement.   Temperatures should be

recorded in all test chambers at the  beginning  of  the  test,  once

weekly thereafter and at least hourly in one  test chamber.    When

possible,  the hourly measurement should be alternated  between

test chambers and between replicates.

    (iv)   Test substance measurement.   (A)  Prior to the addition

of the test substance to the dilution, water,  it is recommended

that the test substance stock solution be analyzed to  verify the

concentration.   After addition of  the test substance,  the


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concentration  of  test  substance  should be measured at the

beginning  of  the  test  in each  test concentration (including both

replicates) and control(s),  and  in one replicate at each test

concentration  at  least once  a  week thereafter.   Replicates should

be alternated  each  week.  If  a  malfunction in the delivery system

is discovered, water samples should be taken from the affected

test chambers  immediately  and  analyzed.

     (B)  The measured  concentration of  test substance in any
chamber should be no more  than 30% higher or lower than the

concentration  calculated  from  the  composition of the stock

solution and the calibration of  the test  substance delivery

system.  If the difference is  more than  30%,  the concentration of

test substance in the  solution flowing into the  exposure chamber

(influent) should be analyzed.   These  results will indicate

whether the problem is  in the  stock solution,  the  test  substance

delivery system or  in  the test chamber.   Measurement of

degradation products of the test substance  is recommended  if  a

reduction of the test  substance  concentration occurs in the test

chamber.

    (v)  Sampling and  analysis methodology.   (A)   Generally,

total test substance measurements  are sufficient;  however,  the

chemical characteristics of the  test substance may  require both

dissolved and suspended test substance measurements.


                                20

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                                                           E3G-11
                                                    August, 1982
     (B)   For  measurement  of  dissolved  or suspended test substance

or both,  water  samples  should  be  taken midway between the top,

bottom, and sides  of  the  test  chamber  and should not include any

surface scum  or material  stirred  up from the bottom or sides.

For  measurement of  total  test  substance,  a large volume of the

solution  in the test  chamber should be collected and used as the

sample. Samples  of  test solutions  should  be  handled and stored

appropriately to minimize  loss  of  test substance by microbial

degradation, photodegradation,  chemical reaction,  volatilization,

or sorption.

     (C)   Chemical  and physical  analyses should be  performed  using

standardized methods  whenever  possible.   The analytical method

used to measure  the concentration  of the  test substance in the

test solution should  be validated  before  the beginning of the

test.  At a minimum,  a measure  of  the  accuracy of  the method

should be obtained, on each  of  two separate  days by using the

method of known  additions, and  using dilution water from a tank

containing test organisms.   Three  samples  should be analyzed at

the  next  to lowest  test substance  concentration.   It is also

desirable to study the accuracy and precision of the analytical

method for test guideline determination by use of  reference

(split) samples, or interlaboratory studies,  and by comparsion

with alternative, reference  or  corroborative  methods  of  analysis.


                                21

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                                                           BG-11
                                                    August, 1982
     (D)   An  analytical  method  is  not  acceptable if  likely

degradation  products  of  the  test  substance,  such as hydrolysis

and  oxidation  products,  give positive or  negative interferences,

unless  it is shown  that  such degradation  products are not present

in the  test  chambers  during  the test.   In general,  atomic

absorption spectrophotometric  methods  for metals and  gas

chromatographic methods  for organic compounds  are preferable to

colorimetrie methods.

     (E)   In  addition  to  analyzing  samples of  test solution,  at

least one reagent blank  also should be  analyzed when  a  reagent is

used in  the  analysis.  Also, at least one sample for  the  method

of known  additions should be prepared  by  adding test  substance at

the  concentration used  in the  toxicity  test.

     (d)   Test conditions--!1)  Test species.   (i)   One  or more of

the  recommended test  species will  be  specified  in rules under

Part 799  requiring testing of specific  chemicals.   The

recommended  test species are:

     (A)   Fathead minnow  (Pimephales promelas  Rafinesque).

     (B)   Sheepshead minnow (Cyprinodon  variegatus).

     (C)   Brook trout  (Salvelinus fontinalis)..

     (D)   Rainbow trout (Salmo gairdneri).

     (ii)  Embryos used to initiate the  early  life stage test

should  be less  than 48-hours old for  the  fathead  and  sheepshead


                                22

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                                                           EG-11
                                                    August, 1982
minnows, and  less  than  96-hours  old for the brook trout and

rainbow  trout.   In addition,  the following requirements should oe

met:

     (A)  All embryos  used  in  the  test should be from the same

source.  Embryos should be obtained from a stock cultured in-

house when possible,  and  maintained under the same parameters as

specified for the  test  conditions.   When it is necessary to

obtain embryos  from  an  external  source,  caution should be

exercised to  ensure  embryo viability and to minimize the

possibility of  fungal growth.  A description of the brood stock

history or embryo  source  should  be  made  available to EPA upon

reques t.

     (B) Test  species should  be cared for and handled properly in

order to avoid  unnecessary stress.   To  maintain test species in

good condition  and  to maximize growth,  crowding should be

prevented,  and  the dissolved oxygen level  should be maintained

near saturation.

     (C) Embryos and  fish  should  be  handled  as  little as

possible.  Embryos should be counted and periodically inspected

until hatching  begins.  When larvae begin  to hatch,  they should

not be handled.  Transfer of minnow larvae  from embryo cups  to

test chambers should not  involve  the use of  nets.   No handling is

necessary following  introduction  into the  test chambers  until


                                23

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                                                           EG-11
                                                    August, 1982
 termination  of  the  test.

     (D)  If fathead  minnow  embryos  are  obtained  from in-house

 culture  units,  the  embryos should  be gently  removed from the

 spawning substrate.   The method  for separating  the fertilized

 eggs  from the substrate is  important and  can affect the  viability

 of  the embryos;  therefore  the  finger-rolling procedure is

 recommended.

     (E)  Disease  treatment.   Chemical treatments  to cure  or

 prevent  diseases should not  be used before,  and  should not be

 used  during  a test.   All prior treatments  of  brood stock should

 be  reported  in  detail.  Severely diseased  organisms  should be

 des troyed.

     ( 2 )  Test facilities — ( i ) Construction materials.

 Construction materials and equipment that  contact  stock

 solutions, test solutions, or dilution water into  which  test

 embryos or fish are placed should  not contain any  substances that

 can be leached or dissolved  into aqueous solutions  in  quantities

 that can affect test results.  Materials and  equipment that

 contact stock or test solutions should be  chosen to  minimize

 sorption of  test chemicals from dilution water.  Glass,  #316

stainless steel, nylon screen and  perfluorocarbon  plastic  (e.g.,

 Teflon®)  are acceptable materials.   Concrete or rigid

 (unplas tic ized)  plastic may be used for holding and  acclimation


                               24

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                                                           03-11
                                                    August, 198^
 tanks,  and  for  water  supply  systems,  but they should be

 thoroughly  conditioned  before  use.   If  cast iron pipe is used in

 freshwater  supply  systems, colloidal  iron may leach into the

 dilution water  and  strainers should  be  used to remove rust

 particles.  Natural rubber,  copper,  brass,  galvanized metal,

 epoxy glues,  and flexible  tubing  should not come in contact witn

 dilution water, stock, solutions,  or  test solutions.

     (ii) Test chambers   (exposure chambers).   (A)   Stainless

 steel test  chambers should be  welded  or glued with  silicone

 adhesive, and not  soldered.  Glass should be  fused  or bonded

 using clear silicone  adhesive.  Epoxy glues are  not recommended,

 but  if  used ample  curing time  should  be allowed  prior to use.  .As

 Little  adhesive as possible should be in contact with the water.

     (B) Many  different  sizes of test  chambers  have  been used

 successfully.  The size, shape and depth of the  test chamber is

 acceptable  if the specified  flow  rate and loading requirements

 can be  achieved.

     (C) The actual arrangement of  the test  chambers can be

 important to  the statistical analysis of  the  test data.   Test

 chambers can  be arranged totally  on one level  (tier)  side by

side, or on two levels  with each  level  having  one of  the

 replicate test substance concentrations  or  controls.   Regardless

 of the  arrangement, it  should be  reported in  detail and

 considered  in the data  analysis.


                                25

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                                                           EG-11
                                                    August, 1982
     (iii)  Embryo  incubation apparatus.   (A)   recommended embryo

 incubation apparatus  include embryo cups for the minnow species

 and  screen trays  for  the  trout species,  although embryo cups can

 be used  for the  trout species.  Embryo  cups  are normally

 constructed from  approximately 4-5  cm inside diameter, 7-8 cm

 high, glass jars  with the end  cut off or similar sized sections

 of polyethylene tubing.   One end  of the  jar  or tubing is covered

 with stainless steel  or  nylon screen (approximately 40 meshes per

 inch is  recommended).  The  embryo cups should be appropriately

 labeled  and then  suspended  in the test  chamber in such a manner

 as to ensure  that the  test  solution regularly flows through the

 cup  and  that  the  embryos  are always submerged but are not

 agitated too  vigorously.   Cups may  be oscillated by a rocker arm

 apparatus  with a  low  rpm  motor (e.g., 2  rpm)  to maintain the

 required flow of  test  water.   The vertical-travel distance of the

 rocker arm  apparatus  during  oscillation  is normally  2.5 -

 4.0cm.    The water  level in  the test chambers  may also be varied

 by means of a self-s tarting  siphon  in order  to ensure exchange of

 water in the  embryo cups.

     (B)   The trout  embryo  incubation trays can be made from

stainless steel screen (or  other  acceptable  material  such as

plastic) of about  3-4 mm  mesh.  The screen tray should be

supported above the bottom  of  the test chamber by two folds


                                26

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                                                           EG-11
                                                    August, 1982
oE screen or other devices  which  function  as  legs  or supports.

The edges of the screen  tray  should  be  turned-up to prevent bump

spills and  to prevent  the  embryos  from  rolling  off  in the event

of excessive turbulence.   Suspending  or supporting  the screen

tray off the bottom ensures adequate  water circulation around the

embryos and avoids contact  of  embryos with possible bottom

debris.

    (iv) Test substance  delivery  system.   (A)   The  choice of  a

specific delivery system depends  upon the  specific  properties and

requirements of the test substance.  The apparatus  used should

accurately and precisely deliver  the  appropriate amount of stock

solution and dilution  water to  the test chambers.   The system

selected should be calibrated before  each  test.   Calibration

includes determining the flow rate through each  chamber,  and  the

proportion of stock solution  to dilution water  delivered  to each

chamber.  The general  operation of the  test substance delivery

system should be checked twice daily  for normal  operation

throughout the test.    A minimum of five  test substance

concentrations  and one control should be used for each test.

    (B) The proportional diluter  and  modified proportional

diluter systems and metering pump systems  have  proven suitable

and have received extensive use.
                                27

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                                                           EG-11
                                                    August,  1982
     (C)  Mixing  chambers should  be used  between  the  diluter  and

 the  test chamber(s).   This may  be a  small  container or flow-

 splitting  chamber  to  promote  mixing  of  test  substance  stock

 solution and dilution water,  and  is  positioned  between the

 diluter  and the  test  chambers for each  concentration.   If a

 proportional diluter  is used, separate  delivery  tubes  should  run

 from the  flow-splitting chamber to each  replicate test chamber.

 Daily checks on  this  latter system should  be made.

     (v)  Other equipment required.  (A)   An apparatus  for  removing

 undesirable organisms, particulate matter  and air bubbles.

     (B)  An apparatus  for aerating water.

     (C)  A suitable magnifying viewer  for examination of minnow

 embryos.

     (D)  A suitable apparatus  for the  precise measurement  of

 growth of the fish, including both length  (e.g., with  metric or

 ruler caliper or photographic equipment) and weight.

     (E)  Facilities for providing a continuous supply of live

 brine shrimp nauplii  (Artemia salina).

     (F)  Facilities (or access to facilities) for performing the

 required water chemistry analyses.

     (vi)  Cleaning of  equipment.   (A)   Test substance delivery

systems  and test chambers should be cleaned  before  use.  Test

chambers  should be cleaned during the test as needed to maintain


                                28

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                                                          EG-11
                                                   August,  1982
the dissolved oxygen concentration, and to prevent clogging of

the embryo cup screens and narrow flow passages.

    (B) Debris can be removed with a rubber bulb and large

pipette or by siphoning with a glass tube attached to a flexible

hose.   Debris should be run into a bucket light enough to observe

that no live fish are accidentally discarded.

    (vii)   Dilution water--(A)   General.  (JJ  A constant supply

of acceptable dilution water should be available for use

throughout the test.  Dilution water should be of a minimum

quality such that the test species selected will survive  in it

for the duration of testing without showing signs of stress

(e.g., loss of pigmentation, disorientation, poor response to

external stimuli, excessive mucous secretion, lethargy, lack of

feeding or other unusual behavior).  A better criterion for an

acceptable dilution water for tests on early life stages should

be such that the species selected for testing will survive, grow

and reproduce satisfactorily in it.

    (2] The concentration of dissolved oxygen in the dilution

water (fresh or salt) should be between 90% and 100%

saturation.  When necessary, dilution water should be aerated by

means  of airstones, surface aerators, or screen tubes before the

introduction of the test substance.
                                29

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                                                           EG-11
                                                    August,  1982
     (_3_) Water  that  is contaminated  with  undesirable  microoganisms

 (e.g.  fish pathogens) should  not  be  used.   If  such  contamination

 is suspected,  the water should be passed  through  a  properly

 maintained ultraviolet sterilizer equipped  with an  intensity

 meter  before use.   Efficacy of the sterilizer  can be  determined

 by using standard plate count methods.

     (B)  Fres hwater.  (1)  Natural water  (clean surface  or ground

 water) is preferred, however, dechlorinated  tap water may be  usea

 as a last resort.   Reconstituted  freshwater  is not  recommended as

 a practical dilution water for the early  life  stage  toxicity  test

 because of the large volume of water required.

     (2] Particulate and dissolved substance  concentrations should

 be measured at least twice a year and should meet the  following

 specif ic at ions :

     Subs tance                         Concentration Maximum

 Particulate matter                        < 20 mg/liter

 Total  organic  carbon (TOG)                <   2 mg/iter

 Chemical oxygen demand (COD)               <   5 mg/liter

 Un-ionized ammonia                        <   1 ug/liter

 Res idual chlorine                         <   1 ug/liter

Total organoposphorus pesticides             < 50 ng/liter

Total organochlorine pesticides

      plus polychlorinated biphenyls (PCBs)  < 50 ng/liter

Total organic chlorine                    < 25 ng/liter


                                30

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                                                           cG-11
                                                    August,  1982
    (3) During any one month,  freshwater  dilution  water should

not vary more  than 10% from  the  respective  monthly averages  of

hardness, alkalinity and specific conductance;  the monthly pH

range should be  less than  0.4  pH units.

    (C)  Saltwater.  (_!_)   Marine dilution water is considered to

be of constant quality if  the  minimum salinity  is  greater than 15

o/oo and the weekly range  of the salinity is  less  than  15 o/oo,

The monthly range of pH should be less  than 0.8 pH units.

Saltwater should be filtered to remove  larval predators.   A  pore

size of <_ 2 0 micrometers (urn)  is recommended.

    (_2_)  Artificial sea salts  may be added  to natural seawater

during periods of low salinity to maintain  salinity above 15

o/oo.

    (3)  Test parameters   (i)  Dissolved  oxygen concentration.

It is  recommended that the dissolved oxygen concentration be

maintained between 90 and  100  percent saturation;  but  it  should

be no less than 75 percent saturation at  all  times  for  both

minnow species and between 90  and 100 percent saturation  for the

trout species in all test  chambers.  Dilution water in  the head

box may be aerated, but the  test solution itself should not  be

aerated.

    (ii)   Loading and flow rate.  (A)  The  loading  in test

chambers  should not exceed 0.1 grams of fish per liter  of  test


                                31

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                                                           EG-11
                                                    August, 1982
solution passing  through  the  test  chamber in 24 hours.   The flow

rate  to each  chamber  should  be  a minimum of  6 tank volumes per 24

hours.  During a  test,  the flow rates  should not vary more than

10 percent from any one test  chamber to  any  other.

    (B)  A lower  loading  or higher  flow  rate or both should be

used  if necessary  to  meet the following  three criteria at all

times during  the  test  in  each chamber  containing live test

organisms:  (_1_) the concentration  of dissolved oxygen should not

fall below 75 percent  saturation for the fathead and sheepshead

minnows and 90 percent for the  rainbow and brook trout;  (2_) the

concentration of  un-ionized ammonia should not exceed 1  ug/liter;

and (_3_) the concentration of  toxicant  should not be lowered

(i.e., caused by uptake by the  test organisms  and/or materials on

the sides and bottoms  of  the  chambers) more  than 20 percent of

the mean measured concentration.

    (iii)  Temperature.   (A)  The recommended test temperatures

are:

    (_!_) Fathead minnow	25°C for all life  stages.

    (_2) Sheepshead minnow	30°C for all life  stages.

    (_3_) Rainbow and brook trout	10°C for embryos.

                                       12°C for fry and alevins.

    (B)  The actual test  temperature during  the  duration of  the

test should remain within 1.5°C of the selected  test


                                32

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                                                           EG-11
                                                    August, 1982
temperature.   It  is  recommended  that  the  test system be equipped

with an  automatic  alarm  system  to  alert staff of  instantaneous

temperature  changes  in excess of  2°C.   If  the water is  heated

(i.e., for minnow  species),  precautions should be taken to ensure

that supersaturation  of  dissolved  gases is  avoided.   Temperatures

should be recorded  in all  test  chambers at  the beginning of  the

test and weekly thereafter.  The  temperature  should be  recorded

at least hourly in  one test  chamber  throughout the  test.

    (xi)  Light.   (A)  Brook and rainbow  trout embryos  should be

maintained in  darkness or  very  low light  intensity  through one

week post-hatch, at  which  time  a 14-hour  light and  10-hour dark

photoperiod  should  be provided.

    (B)  For fathead  and sheepshead minnows,  a 16-hour  light and

8-hour dark  (or 12:12) photoperiod should be  used throughout the

test period.

    (C)  A 15-minute  to  30-minute  transition  period between  light

and dark is  optional.

    (D)  Light  intensities ranging from 30  to 100 lumens at  the

water surface should  be  provided;  the  intensity selected should

be duplicated  as closely as possible  for  all  test chambers.

    (e)  Reporting.   A report of the  results  of an  early life

stage toxicity test should include the  following:
                                33

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                                                           BG-11
                                                    August, 1982
     (1)   Name  of  test,  sponsor,  investigator,  laboratory, and

dates  of  test  duration.

     (2)   Detailed  description  of  the  test substance including its

source, lot  number,  composition  (identity and  concentration of

major  ingredients  and major  impurities),  known physical and

chemical  properties, and  any carriers  (solvents)  or other

addi tives  used.

     (3)   The source  of  the dilution water,  its chemical

characteristics,  and a  description of  any pretreatment.

     (4)   Detailed  information  about the  test organisms including

scientific name and  how verified  and source history,  observed

diseases,  treatments, acclimation procedure, and  concentration of

any contaminants and the  method of measurement.

     (5)  A description  of the  experimental  design and  the test

chambers,  the depth  and volume of the  solution in the  chambers,

the way the  test was begun, the number of  organisms  per

treatment, the number of  replicates, the  loading,  the  lighting, a

description of the test substance delivery system,  and the  flow

rate as volume additions  per 24 hours.

    (6)  Detailed  information  on  feeding  of fish  during the

toxicity test, including  type  of  food  used, its source,  feeding

frequency and results of  analysis (i.e.,  concentrations)  for

contaminants.


                                34

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                                                           EG-11
                                                    August, 1982
     (7)  Number  of  embryos  hatched,  number of  healthy embryos,

time to hatch, mortality  of  embryos  and  fry,  measurements of

growth (weight and  length),  incidence  of  pathological or

histological effects  and  observations  of  other effects or

clinical signs,  number  of healthy  fish at end  of  test.

     (8)  Number  of  organisms  that  died or showed  an effect in the

control and the  results of  analysis  for  concentration(s)  of  any

contaminant in the  control(s) should mortality occur.

     (9)  Methods used for,  and  the results  of  (with standard

deviation), all  chemical  analyses  of water quality  and test

substance concentration,  including validation  studies and reagent

blanks; the average and range of the test tempe rature (s ) .

     (10)  Anything  unusual  about the test,  any deviation  from

these procedures, and any other relevant  information.

     (11)  A description of  any  abnormal  effects and the  number of

fish which were  affected  during each period between observations

in each chamber, and  the  average concentration of test substance

in each test chamber.

     (12)  Reference to  the  raw  data  location.
                                35

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                                  ES-8
                                  August,  1982
        TECHNICAL SUPPORT  DOCUMENT

                    FOR

   FISH EARLY  LIFE  STAGS TOXICITY  TEST
        OFFICE OF TOXIC  SUBSTANCES
OFFICE OF PESTICIDES AND TOXIC  SUBSTANCES
   U.S.  ENVIRONMENTAL  PROTECTION AGENCY
          WASHINGTON,  D.C.  20460

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                      TABLE OF CONTENTS

        Subject                                          Page
I.       Purpose                                          1
II.      Scientific Aspects                               1
        General                                          1
        Test Procedures                                  4
        General                                          4
        Experimental Design                              5
        General                                          5
        Controls                                         8
        Carriers                                         9
        Beginning the Test                               11
        Observations and Measurements                    13
        Acceptability Criteria                           14
        Test Results and Analysis                        15
        General                                          15
        Analys is                                         17
        Test Conditions                                  19
        Tes t Species                                     19
        Selection                                        19
        Sources                                          25
        Maintenance of Test Species                      27
        Acclimation                                      27
        Feeding                                          23
        Facilities                                       29
        General                                          29
        Construction Materials                           30
        Tes t Ch ambe rs                                    31
        Embryo Incubation Apparatus                      32
        Test Substance Delivery System                   33
        Cleaning                                         36

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        Dilution Water                                   37
        Subject                                       Page
        Environmental Conditions                         41
        Dissolved Oxygen                                 41
        Flow Rates                                       43
        Loading                                          44
        Temperature                                      45
        Light                                            47
        Reporting                                        49
III.     Economic Aspects                                 50
IV.      References                                       51
                                11

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Office of Toxic Substances                               ES-8
                                                 August,  1982
             TECHNICAL SUPPORT DOCUMENT FOR FISH
               EARLY  LIFE STAGE  TOXICITY  TEST
I.  Purpose
    The purpose of  this  document  is  to  provide the
scientific background  and rationale  used  in  the  development
of Test Guideline  EG-11  which  uses several species of  fish
to evaluate the effects  of  chemical  substances on the  early
life stages of fish.   The Document provides  an account of
the scientific evidence  and  an  explanation of  the logic used
in the selection of  the  test methodology, procedures  and
conditions prescribed  in the Test Guideline.   Technical
issues and practical considerations  are discussed.  In
addition, estimates  of the  cost of conducting  the test are
provided.
of-the-science developments.
II. Scientific Aspects
    A. General
    Toxicity  tests  with  the  early life  stages  of  fish
provide an extremely useful  tool  for the  assessment  of a
chemical's potential to  produce adverse environmental
effects to aquatic  organisms.   An early life stage toxicity
test is the logical  sequel  to  an  acute  toxicity  test,
particularly  where  a high degree  of  toxicity has  been
demonstrated, or where continuous exposure is  expected.
Acute toxicity tests primarily  measure  mortality  during a
short duration (i.e. 96  hours)  of exposure.  The  early life
stage toxicity test  is conducted  to  evaluate and  estimate
lethal and sublethal effects of low  concentrations of  a
chemical or mixture  over a  longer period  of  exposure  (i.e.
32 days or more),  and  during sensitive  and critical  stages

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                                                         ES-8
                                                 August,  1982
of fish growth and development.
    The early life stage toxicity  test  can  be  used  to  assess
the hazard potential to certain freshwater  and  estuarine
fish resulting from chronic exposure  to a chemical  substance
or mixture.  The test procedures apply  to nearly  all types
of chemicals that can be measured  in  freshwater and
saltwater, and with slight modifications can be useful  for
testing other potentially toxic agents  (e.g. oils,
particulate matter, etc.).
    It is generally recognized that fish are resources  that
are valuable ecologically, economically, recreationally and
aesthetically.  Healthy aquatic environments support a
diversity of fish populations.  A  reduction in  the  quality
of an aquatic environment will be  indicated by  effects  upon
the communities contained therein.  Fish are considered for
use in toxicity tests because they are  sensitive  indicators
of chemical pollution, and are important, integral  parts  of
aquatic communities and can be used as  surrogates  for  other
species in comparative toxicology.
    The early life stage toxicity  test  can  produce  results
which permit estimates of chronic  toxicity  normally derived
from longer term, full life-cycle  toxicity  studies  (Macek
and Sleight 1977, McKim 1977).  This  conclusion was
reflected by several investigators over the past  decade who
proposed the use of the early life stage toxicity  test  to
predict chronic toxicity (Pickering and Thatcher  1970,
Pickering and Cast 1972, McKim et  al.  1975, Eaton  et al.
1973, Spehar et al. 1977).  McKim  (1977) analyzed  data  from
56 life-cycle toxicity tests completed  during  the  last
decade with 34 organic and inorganic  chemicals  and  four

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                                                         ES-3
                                                 August,  L982
species of fish, and concluded that  the  embryo-larval  and
early juvenile  life stages were  the  most,  or  among  the most,
sensitive in their responses  to  chemical  insult.   Macek and
Sleight (1977)  concluded after a review  of  much  of  the
available data  that critical  life stages  (embryos  and
developing fry) exposed  to toxicants provide  estimates of
chronically safe concentrations  remarkably  similar  to  those
empirically derived from definitive  chronic toxicity
studies.  In addition, it was stated that  toxicity  tests
with critical life stages can provide  information  on
potential long-term effects in situations  where  acute
toxicity (i.e.  96-hr. LC50) is not observed.
    Macek and Sleight (1977), stated that  the concentration
for most toxicants which will not be acutely  toxic  to  the
most sensitive  life stages is generally  the chronically safe
concentration for fish.  Carlson (1971)  stated that several
studies (i.e. Mount and Stephan  1967,  1969, Mount  1968,
Brungs 1969,  Eaton 1970, Pickering and Thatcher  1970,  McKim
and Benoit 1971) have shown significant  differences between
acute and long-term toxicity values.   Allison and  Hermanutz
(1977) stated that freshwater fish populations could be
directly damaged by prolonged exposure to  a chemical at
concentrations several thousand  times  lower than the
concentration which causes acute mortality.  The hazard of
Kepone, for example, is greatly  underestimated by  acute
toxicity tests  (Hansen et al. 1977).   It  is obvious that
assessment of the hazard potential of  a  chemical substance
would be more accurate when using toxicity  values  derived
from studies  using sensitive, early  life stages  of  fish and
addressing chronic intoxication  (Pickering  1974),  rather

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than the use of toxicity values derived solely  from  acute
toxicity studies (i.e. 96-hour LC50 values).  McKim  (1977)
also acknowledged the sensitivity of the early  life  stage
toxicity test and proposed  its use for screening  large
numbers of chemicals rapidly at a far lower cost  per test
than with a partial or complete life-cycle  toxicity  test.
    B.   Tes t Procedures
         1.  General
    The basic concept behind the early  life stage  toxicity
test is to estimate chronic toxicity through  the use  of  a
relatively short and inexpensive test.   The literature
reviews of McKim (1977) and Macek and Sleight (1977)  are  the
most comprehensive evaluations of the early life stage
toxicity test for use in evaluating chronic toxicity  of
chemicals to fishes.
    The current experimental design incorporated into the
early life stage toxicity test guidelines  is  derived  from
the various methods which have evolved  historically,  and
reflect current state-of-the-science improvements.  The
first specific methods for use by government  research and
regulatory personnel were proposed in 1971 by the  Committee
on Aquatic Bioassays of the US Environmental  Protection
Agency and revised in 1972.  The Bioassay  Committee proposed
a "Recommended Bioassay Procedure for Eggs and  Fry Stages  of
Freshwater Fish."  Another method by the Bioassay  Committee
was titled:  "Recommended bioassay procedure  for fathead
minnow Pimephales promelas Rafinesque Chronic Tests," (USEPA
1972a).  The Environmental Research Laboratories at Duluth
(MN), Corvallis (OR) and Gulf Breeze (FlA) continue to play
a major role in methodology development for aquatic toxicity

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                                                 August,  1982
tests and have supplied  valuable  information  in  the
development of the  early  life  stage  test guidelines.
Investigative work  reported  in the  literature at large has
built considerably  upon  the  early bioassay  committee
methods.  In selecting the most practical and reliable test
methods and procedures £or the early life stage  toxicity
test guidelines,  the  available literature was reviewed to
search  for  improvements  or recommendations  to the early
committee methods.   In addition,  the American Society for
Testing and Materials (ASTM) has  been extremely  active in
developing a standard method for  conducting early life stage
toxicity tests.   Many of  the most prominent scientists in
the field of aquatic  toxicology are  ASTM members with
extensive practical  experience in conducting  early life
stage toxicity tests. EPA has  reviewed  and considered the
working drafts generated  by  the ASTM Task Group  involved in
the development of  a standard  practice  for conducting
toxicity tests with  early life stages  of  fishes.  The Agency
has also solicited  methods for conducting early  life  stage
toxicity tests from  several  established  testing  laboratories
for consideration in selection of the  test standard
methodology, as well  as  to ascertain practical contraints
and deviations (in  design and  method)  between commercial
facilities (e.g.  ABC protocols  #7809 and #7810,  EG &  G
Bionomics method  1979, and Union  Carbide  Environmental
Services, March 1979).
         2.   Experimental Design
              a.  General
    Many test design  requirements were  established upon the
preponderance of  available information supporting  specific

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methods or conditions.  Occasionally the  data  available
could not support selection of a specific  requirement, and
such requirements were selected following  careful
deliberation in order to minimize  the  number of  possible
variables which could affect the outcome or reproducibility
of results.  While lacking empirical support,  such  decisions
provide for consistency in the test method which in turn
enables comparison of test results with a  higher degree of
confidence.  Selection of a testing requirement  should
always take into consideration the optimum conditions  and
requirements for the test species, based upon  available
information and research.
    Early life stage exposure is defined  by Macek and
Sleight (1977) as exposure of a test species to  a test
substance during most, preferably  all, of  the  em'oryogenic
period (incubation of the fertilized eggs) and exposure of
fry (as newly hatched fry through  young juveniles)  for a
period of 30 days after hatching for warm  water  fish  with
em'oryogenic periods of 1-14 days (fathead  and  s heaps he ad
minnows), and 60 days exposure after hatching  for fish with
longer embryogenic periods (i.e. brook and rainbow  trout).
The TSCA early life stage toxicity test guideline is
initiated with newly-fertilized embryos (less  than  48-hours
old for the minnow species and less than  96-hours for  the
trout species).  An attempt was made to ensure uniformity of
exposure periods, and to permit the shipment of  embryos to  a
testing facility which may lack in-house  cultures of  the
test species.   The 48-hour requirement ensures that warm
water species  (i.e. fathead and sheepshead minnows)  will
receive a minimum amount of exposure as embryos  prior  to
hatch ing .

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                                                 August, 1932
    A minimum  o£  five  duplicated  exposure  concentrations of
a  test substance  and  at  least  one control  should oe used in
conducting an  early  life  stage  toxicity  test.   This provides
a  minimum number  of  data  responses  to  ensure statistical
validity, as well  as  provide the  minimum amount of  responses
to adequately  develop  the quantitative  data necessary to
establish biological  conclusions  and significance.   The
quantitative data  derived from  an early  life stage  toxicity
test is used to determine the  lowest toxicant  concentrations
which adversely effect the test fish and those which
apparently do  not.   Five  test  concentrations with a minimum
of one control have  been  used  exteas ively  and  are
statistically  valid  and historically acceptable.   The
preponderance  of  data  developed in  the  field of aquatic
toxicology has been  generated using five concentrations witn
a minimum of one  control.
    The use of 5  test  substance concentrations is designed
to produce effects at  the higher  concentrations,  while
producing no observed  effects  in  the lowest concentrations,
with the mid-range concentration(s) contributing  to the
degree of certainty  in the definition  of the concentration-
response curve (Doudoroff  et al.  1951).   It is obvious,
however, that  the  desired  responses of  effect  and no-effect
are dependent upon how accurately the  test  substance
concentrations are selected.   Selection  of  the test
substance concentrations  for use  in the  early  life  stage
toxicity test  is  considered on  a  case  by case  basis.   A
flow-through toxicity  test at  least 96  hours long using the
larval or juvenile stages  of the  fish  species  to  be tested
should be performed.   The  highest concentration for the

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                                                 August,  1982
early life stage test should be similar to the lowest
concentration in the acute test causing a reduction  in
survival.  The dilution factor recommended over the past
decade has been primarily 0.5 between treatments.  No hard
and fast rule is possible for selecting the proper test
concentrations.  Caution should be exercised, because
selection of the wrong concentrations and dilution factor
can negate the acceptability of the  test for  its  intended
purpose by EPA.  For example, if all treatment
concentrations elicit a significant  effect, the test
probably should have been conducted  at lower  concentrations;
conversely, if no significant effect occurs,  higher
concentrations probably should have  been used.
    The location of the test chambers and the introduction
of test organisms into the test chambers are  randomized to
prevent biases from being introduced, and consequently
affecting the objectivity necessary  in the test.  Biases can
occur in environmental conditions (temperature, lighting,
disturbances, etc.), embryo selection and distribution,
diluter system function, etc..  Both the test organisms and
test concentrations should be assigned to the exposure
chambers by formal randomization, in order to avoid
introduced biases.
              b.  Controls
    Controls are required for every  test to assure that any
effects which are observed are due to the test substance and
not to other factors.  Similarly, the carrier (solvent for
test substance) control demonstrates any stress induced by
the carrier, apart from the test substance.   Controls are
universally required in toxicological studies and contribute

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an essential value  to  the  interpretation of  test results, as
effects observed  in the  test  organisms  exposed in test
solutions can be  attributed to  the  test substance only when
evaluated in light  of  results from  the  controls.
              c_.  Carriers
    Carriers can  affect  (i.e. stress)  test organisms and can
possibly alter the  form  of the  test substance in water.   For
these reasons the preferred standard carrier for a test
substance is water,  and  the use  of  other carriers should be
avoided unless absolutely  necessary to  get the test
substance into water.  A safety  margin  between the acute
toxicity of the carriers and  any possible subacute effects
that might influence the experimental  outcome is
necessary.  Triethylene  glycol  (TEC)  and dimethyl formamide
(DMF) appear to exert  the  least  influence on test organisms
and test substances  of the several  carriers  that have been
tested.   Work performed  by Rick  Cardwell (unpublished data)
indicates the following  96-hour,  LC50  values (mg/1):

                              Fathead  minnow      Brook trout
    TEG
    (Triethylene  glycol) -    92,500            73,500
    DMF
    (Dimethyl Formamide) -    10,410             8,366
    Acetone                   9,100             6,070

    EG&G Bionomics  (1979) state  in  their method for
conducting an early  life stage test with fathead minnows
that the carrier  concentration should  not exceed one-one
thousandth (1/1000)  of the 96-hour  LC50 for  the species  and

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                                                 August,  1982
solvent.  This would equate to 92 mg/1 and  73 mg/1  of  TEG
for the fathead minnow and brook trout respectively, based
upon the above information.
    Due to the low toxicity to aquatic animals,  low
volatility and a high ability to dissolve many organic
compounds, dimethyl formamide and triethyleae glycol are  the
preferred organic carriers for preparing stock solutions,
but methanol, acetone, and ethanol may also  be used.   In
order to determine the influence or possible effects caused
by the carrier, a carrier  control containing dilution  water
and the carrier at the highest concentration used  in the
toxicity test should be  included and  conducted
simultaneously with the  toxicity test.
    Responses of control and carrier  control fish  provide  a
measure of the acceptability of the test, and it is for  this
reason and for use in interpreting the test results, that
the controls are required.  If a carrier is used,  criteria
for effects  (e.g. embryo mortality, larva mortality, growth)
used in the comparison of  control and exposed animals  should
also be applied to the animals in the control and  control
with carrier chambers.   If a significant difference exists
in these criteria, the test may not be considered
acceptable, as the data  would inaccurately  reflect  the test
substance toxicity, and  thus the overall test results  would
be ambiguous.  The overall survival of the  control  animals
should be at least 80%;  otherwise the test  should  be
considered unreliable, because the effects  which are
observed cannot be attributed with confidence to the test
substance alone.
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                                                 August,  1932
         3.  Beginning  the  Test
    It  is  important  that  the  quality  of  the  dilution water
and the test substance  concentration  be  constant  at  the time
that the test  is started, and  for  the duration of  the
test.   A 48-hour observation  period is  required  prior to
beginning  the  test in order to ascertain that all  equipment
(e.g. temperature control,  test substance  delivery system,
etc.) is functioning properly  and  to  allow an equilibrium to
be reached in  the test  system.  An equilibrium is  achieved
when the test  dilution  water  quality  (e.g. dissolved oxygen,
temperature, pH, etc.)  is constant, and  all  phys icochemical
reactions, such as leaching of contaminants  and  adsorption
of the  test substance within  the test system are
stabilized.  Fluctuation  of the test  substance concentration
can be  caused  by adsorption of the test  substance  by the
test system or by a malfunction in the  test  substance
delivery system.  The 48-hour observation  period permits
fine adjustments to the test substance  delivery system and
allows  for any adsorption which may initially occur.
Consistent test substance concentrations  are
critical for valid test results and should be accurately
evaluated  and  maintained  (Lloyd 1978).
    Carrnignani and Bennett  (1976) demonstrated leaching of
plastics from  some closed aquaculture systems,  and
recommended that new aquaculture systems using plastics
should  be  flushed for at  least 10 days  with  fresh  water at
temperatures at least 3°C above the operating temperature of
the system before they  are  put into service.   Established
systems  should only require flushing  for 48  hours  to  achieve
an equilibrium.
                                11

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                                                         ES-8
                                                 August,  1982
    After final calibrations of the test substance  delivery
s ys tern and verification of  the actual  test  substance
concentrations in the test  water  from  each  chamber,  the  test
can be initiated with acclimated, normal appearing
embryos.  Since one of the  measured parameters  is hatching
success, use of non-viable  embryos would skew  the  test
results and the data interpretation.   In order  to keep the
embryos viable an exchange  of water through the embryo cups
should be maintained.  This ensures a  flow  of  oxygenated
water over the incubating embryos and  dislodges particles
and debris which can encourage undesirable  fungal growth.
Static conditions contribute to fungal growth,  thus
maintaining water flow over incubating eggs has been
standard practice since the earliest chronic studies «?i th
the fathead minnow.  Mount  (1968) used a rocker arm
apparatus driven by a low speed (>lrpm <3rpm)  electric
motor, rfhile other investigators  (e.g.  Hansen  et al . 1977)
have elected to use a self-starting siphon  to  vary  the water
level in the test chambers.
    Each day until hatching the embryos are usually
inspected without the use of a scope or magnifying  viewer
for the purpose of discarding obviously dead embryos.   This
is done in order to prevent fungus, which attacks dead
embryos, from spreading to  the surrounding  live embryos.
The use of a scope or viewer could unduly stress the
developing embryos because  of tne amount of handling
involved and is therefore discouraged.  Handling of  newly
hatched larvae/fry is also  discouraged in order to  minimize
stress and avoid injury.
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                                                         ES-8
                                                 August,  1982
    Transfer of fry from  embryo  cups  into  the  test  chambers
should not involve the use of  nets;  rather the fry  should be
allowed to swim out.  This reduces  the  amount  of  stress  and
injury that could result  from  directly  handling  the fry.
Trout incubated on screen trays  will  hatch out into test
chambers and thus transfer is  not  necessary.
    Daily records should  be kept of  the  number of dead
embryos and fry, and  in addition,  the number of  unaccounted
for or deformed embryos.  Daily  records  are also  made  for
any lethargic or glossly  abnormal  fry.   This includes
swimming behavior and physical appearance.  The  range  of
time-to-hatch (to the nearest  day)  for  each replicate  should
also be recorded.  These  and other  observations  are detailed
in Section 2.1.4:  Observations  and  Measurements.
    The number of embryos required  to begin the  test is
flexible and varies upon  the statistical power desired  and
the test species selected.  Minimal  standards  of  control
response (e.g. percentage of embryos  to  hatch,  percentage
larval survival,and percentage overall survival)  for each
species dictates the  number of embryos  used.
    Test guidelines for conducting  early life  stage toxicity
tests specify only the minimum number of embryos  required to
enable the use of sensitive statistical  analyses  of the
biological data.
         4.  Observations and Measurements
    A final aspect of the test procedure pertains to the
measurements and observations which should be  made  during
the test.   Daily observations are  made  to  ascertain the
functioning of the test equipment  and to ensure  the required
test conditions are maintained (i.e.  temperature, dissolved
                                13

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                                                         E3-8
                                                August,  1982
oxygen, test substance concentrations, dilution  water
quality, etc.).  Biological data responses  are gathered
through observations of mortality for embryos and  fry, and
for abnormal physical appearances and behavior.  The
biological responses are used in combination with  physical
and chemical data (i.e. test conditions) in evaluating the
overall lethal and sublethal effects observed.   The
observations required during the test are  the minimum
intervals necessary to produce valid and interpretable data.
    Generally, the most important data derived from
observations in tests with the early life stages of fish  are
those that show significant differences between  control
treatments and experimental treatments based on  the
following:  percent survival of embryos to  hatching, time to
hatching, survival of hatched fish to termination  of test,
time to swim-up for trout, survival from beginning  to
termination of test, and growth and development  of  young
fish.
         5.  Acceptability Criteria
    The acceptability criteria specified in the  test
guidelines are essential to the interpretation of  the test
results.  The criteria are used to minimize and  detect
possible influences on the test results other than  those
produced by the test substance.  The acceptability  criteria
also delineate the function of test conditions and
parameters, and are based upon what has been normally
achieved and observed in the preponderance  of relevant
studies reported in the literature.
    Test acceptability is basically dependent upon  the test
results being primarily a function of the  test substance,
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                                                         £3-8
                                                 August, 1982
and not due  to  the  influence  of  external  variables.   For
example, since  various  measured  parameters  of  the test
species (e.g. weight,  length)  are  compared  with the
controls,  it  is  important  that controls  are "normal" as
determined historically.   When control survival values are
less than  those  typically  observed in past  tests, it can be
assumed that  there  are  problems  with  some aspect of  the test
(e.g. fluctuations  in  environmental parameters, stressed
test organisms,  etc.).  Thus,  test acceptability is
dependent  upon  the  criteria specified in  the test guidelines
which are  designed  to  allow a  determination of  statistical
validity,  in  addition  to providing quantitative data
necessary  to  establish  biological  conclusions  and
significance.  Variation from  the  specified criteria
indicates  that other aspects  of  the test  may be affected and
final results can not  be attributed entirely to the test
substance.  Thus, the  usefulness of the  test in evaluating
the hazard potential of a  test substance  is of  questionable
value unless  the acceptability criteria  are satisfied.
         6.   Test Results  and  Analysis
              a.  General
    In conducting toxicity tests with the early life stages
of fish, data are obtained to  determine  the effects  of the
test substance on a particular test organism during  a
sensitive  period of its growth and development.  As  in all
aquatic toxicity tests, statistical hypotheses  are developed
and the experiments are designed to test  these  hypotheses.
Experimental  data are  gathered,  analyzed  and statistical
conclusions are  drawn.  It should  be  remembered,  however,
that statistical hypotheses and  subsequent  conclusions are
                                15

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                                                         ES-8
                                                 August,  1982
measurements of broader biological hypotheses and  biological
responses and  interpretations.  Hence, a statistically
significant conclusion based upon a preselected significance
level does not necessarily signify a similar  or equivalent
biological significance.  The biological significance and
interpretation of a statistically derived conclusion should
be based upon the experience and professional judgment  of
the investigator or reviewer.
    Toxicity tests with fish early life stages are generally
used to determine the lowest test substance concentration^)
which adversely affect the test species, and  those which
apparently do not.
    These are usually defined as:
    Lowest Observed Effect Concentration - The lowest test
    concentration from a valid toxicity test  for which  the
    null hypothesis of no difference (i.e. control and
    treatment means were similar) was rejected (P<.05)  for
    any specified response.
    No Observed Effect Concentration - The highest test
    concentration from a valid toxicity test  for which
    insufficient evidence exists to reject the null
    hypothesis of no difference (P< 0.05) for any  specified
    r es po ns e .
    The proposed early life stage toxicity test guidelines
are specific only where minimum parameters and conditions
are recognized to be essential for the production  of valid
results.  The  flexibility of the test guidelines allows  for
the wide variations among commercial testing  facililties.
For example, the number of tanks and fry chambers  or embryo
cups is not mandatory.  While the majority of facilities
                                16

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                                                         ES-8
                                                 August,  1932
utilize the minimum  number  of  test substance  concentrations
(i.e. 5 plus controls),  there  is  little  uniformity  in the
number of embryos used  to initiate a  test  (e.g.  the  typical
range is from 850 to  2800).  Each  test  can produce  valid  and
acceptable results,  yet  specific  guidance  for the analysis
of data derived  is difficult.   Each different combination of
fry chambers, embryo  cups,  etc.,  would  require  a different
design, and therefore would require a separate  analysis.
              b.  Analysis
    Various methods  for  the analysis  of  data  are available
and acceptable.  The  following  discussion  is  an  example  of
an acceptable approach.  The key  to selecting an appropriate
experimental design and  accompanying  statistical analyses
lies in the identification  of  the smallest division  of
experimental material such  that any two  units may receive
different treatments  in  the  actual experiment (Cox  1958).
Data from the toxicity tests are usually either continuous
(e.g. length or weight measurements)  or  dichotomous  (e.g.
number hatching or surviving)  in nature.   In  general,
continuous data should be analyzed using an appropriate
analysis of variance  (ANOVA) technique  followed  by an
appropriate multiple  comparison test.   Dichotomous  data
should be analyzed using a  form of 2x2 contingency table.
    Several reference sources  are available to  determine
which ANOVA is the most  appropriate (Sokal  and  Rohlf  1969,
Box et al. 1978).  If solvent  and dilution water controls
are used in the toxicity test, they should  be evaluated  for
possible combining.  This should be done using  a "T-test"
with a large probability level  (e.g.  P<  0.25).   If the null
hypothesis is rejected,  the  responses in both controls
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                                                         E3-8
                                                 August,  1982
should be evaluated and the most appropriate control used  in
all further data analyses.  As a part of  the ANOVA  it  is
desirable to plot the residual (error) versus concentration,
to determine whether there have been any  obvious  violations
of the assumption of normality.  The following should  be
presented when reporting the results from  an ANOVA
technique: (a) the ANOVA model; (b) the ANOVA table;  (c) the
F statistic; and (d) the level of significance for  the F
statistic.  It is also appropriate to report any  residual
plots generated.  The ANOVA is only the first step; assuming
the ANOVA F test was sigif leant (P< 0.05), a comparison  is
made of all non-zero concentration responses with tne
control response.  The appropriate procedure for  this  is
normally a multiple comparison test such  as Dunnett's
procedure (Dunnett 1955, 1964).  Dunnett's procedure is
commonly used and is analagous to performing +/ -  tests  on
the control with each concentration tested.  A second
technique is William's procedure (Williams 1971,  1972).
This procedure also compares the control  with each  test
concentration, but wi th the assumption that the true mean
response decreases (or increases for certain types  of
response) with increasing concentrations.  If this
assumption is correct, then William's procedure is  the more
powerful statistical technique.  An excellent discussion of
these techniques and other multiple comparison procedures  is
provided by Chew (1977).
    Presentation of results from these tests should include
the critical value of the statistic and its corresponding
level for each comparison of the test statistics.
Dichotomous data should be analyzed using  a 2x2 contingency
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                                                         ES-8
                                                 August,  1982
table.  When attempting  to distinguish  between  a  control
response and the same  response  (e.g.  hatchabil i ty)  at a low
test substance concentration level, the  calculated  expected
cell frequencies are  likely to  be  low.   Therefore,  it is
appropriate to analyze these data  using  Fisher's  exact test
(Sokal and Rohlf 1969, Fisher 1958) rather  than with an
approximation test  like  the Chi-square  test.   If  two control
treatments (e.g. regular and carrier) are used  in the
toxicity test, they should be evalulated using  a  2x2
contingency table rather than the  T-test.
    C.  Test Conditions
         1.  Test Species
              a.  Selection
    Four species of fish are proposed for use  in  conducting
early life stage toxicity tests.   These species are:
         1)  Fathead Minnow (Pimephales promelas  Rafinesque)
         2)  S'neepshead  Minnow  (Cyprinodon  variegatus)
         3)  Brook Trout ( Salvelinus  fontinal is_ Mitchill)
         4)  Rainbow Trout (Salmo  gairdneri)
    These species are  representative  of warm  and  cold
freshwater and estuarine  fish respectively.
    There are several  criteria  to  be  considered when
selecting a fish species  for use in an early  life stage
toxicity test:
    1)  Embryos are required to initiate the  early  life
    stage toxicity test;  therefore recently fertilized  eggs
    or fresh sperm and ova should  be  readily  available.   As
    such, it is desirable that  the species  be  amenable  to
    laboratory conditions, demonstrating high  survival  in
    capt ivity.
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                                                         ES-8
                                                 August,  1982
    2)  The species should possess a demonstrated  ability  to
    reproduce readily  in close confinement, producing  large
    numbers of eggs, or they should readily available  from
    reliable commercial hatcheries.
    3)  The species should mature rapidly, yet be  small
    enough in size to  enable the use of  large  (statistically
    valid) numbers during the toxicity tests.
    4)  The species should be relatively widely distributed,
    with non-polluted  areas included in  its geographical
    range .
    5)  The species should be relatively sensitive  to  toxic
    pollutants, and its susceptability to  toxic pollutants
    should equal or exceed that of other fish species  in  its
    geographical range.
    The four species selected for use  in conducting  early
life stage toxicity tests generally satisfy these  criteria,
and can be used individually to address  practical  problems
which may be restricted to a specific  geographical
location.  Each species has been used  successfully  in  early
life stage toxicity tests, and in fact,  have been  used more
often than any other fish species for  such test purposes.
In addition, these species have also demonstrated success  in
both acute and full chronic toxicity tests.  The use of the
same species for many  aquatic toxicity tests provides  for  a
good comparative toxicological data base.  Additional
support for the selection of these particular species  is
provided  in the following discussions.
       Fathead  Minnow  (Pimephales  promelas  Rafinesque)
    The fathead minnow is an important forage  fish  (Scott
and Grossman 1973), which has significant  value as  a
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                                                         ES-3
                                                 August,  L932
converter of algae, organic  detritus  from  bottom deposits
and planktonic organisms.  It is  widely  distributed,  small,
highly prolific and has a  prolonged spawning  period,
assuring availability  of recently  hatched  and juvenile
fatheads to a large variety  of predators  (Scott  and  Grossman
1973).  A list of predators  for  the fathead  minnow would
require a listing of all of  the  carnivorous  fisn and  fish-
eating birds associated with it  throughout its geographic
range (Scott and Grossman  1973).   Its role as  an important
forage species makes it an essential  link  in  the food
economy of some natural ecosystems and  its value in  this
role is inestimable (Scott and Grossman 1973).
    The fathead minnow is  distributed widely  throughout  the
Great Plains region of Canada and  the United  States,  as  well
as much of the region east of the  Great Plains from  the
southern drainage of the Hudson  Bay and the  Maritime
Provinces of Canada southward through the  Ohio and
Cumberland systems to  the Tennessee River  Basin.   Although
apparently absent on the Atlantic  slope and  the  Gulf  states
east of the Mississippi River, the fathead is  present as far
west as New Mexico and Chihuahua,  Mexico in  the  South.   It
has also become established  in California  (Blair et  al .
1968, Scott and Grossman 1973).
    The fathead minnow has been  established  by many
laboratories as an assay fish for  the determination  of the
toxicity of aquatic pollutants (Manner  and DeVJese 1974).   It
is considered a good bioassay animal  (Mount  1973)  and has
been used successfully in many bioassays (Martin 1973, Me Kim
1977).   It has a demonstrated ease of spawning and handling,
reaching sexual maturity in  five months under  tne proper
                                21

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                                                         ES-8
                                                 August,  1982
conditions (Adelman and Smith 1976).  The time  to hatching
depends on temperature, but the average  is  4.5  -  6  days;  at
25°C, 5 days is normal  (Scott and Grossman  1973).   Newly
hatched fry are about   5 mm long, and reach an  average
length of 50-70 mm as adults (Scott and  Grossman  1973).   The
early embryology of the fathead minnow has  been studied by
Manner and DeWese  (1974), who also indicated the  extensive
use of the fathead in toxicity studies.  McKim  (1977)
considered the fathead  minnow an example of a consistently
sensitive species  for use in toxicity studies.  These
attributes and characteristics in combination with  the
proven ability to  easily transport embryos  and  fry, make  the
fathead minnow an  appropriate selection  for use in  early
life stage toxicity tests.
         Sheepshead Minnow  (Cypr inodon  variegatus)
    The sheepshead minnow is an omnivorous  kiliifish  (Family
Cypr inodont idae) which  occurs naturally  in  estuaries  from
Cape Cod, Massachusetts to Yucatan, Mexico  and  in the West
Indies to northern South America (Hildebrand 1917,  Blair  et
al. 1968).  The sheepshead minnow inhabits  tidal  ponds,
sloughs, saltwater creeks, bayous and bay shores  (Simpson
and Gunter 1956) and while prefering estuarine  environments
has also been observed  in freshwater streams and  in strictly
saltwater (Hildebrand 1917).  The sheepshead minnow is
considered an ecological dominant in its environment, and is
very hardy, pugnacious, and tolerant of  salinity  fluctuation
(Simpson and Gunter 1956).  It is a very prolific species
and its fecundity  helps to explain its great abundance
(Hildebrand 1917,  Simpson and Gunter 1956).  It has value as
a converter of detritus and vegetable matter and  in
                                22

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                                                         ES-8
                                                 August,  1982
controlling mosquito larvae, but  its greatest  value  probably
lies in the food source  it provides  for  larger fishes  and
other predators.  These  include:  spotted seatrout
(Cynoscion nebulosus), yellow bass  (Micropogon undulatus ) ,
red drum (Sciaenops ocellata), black drum  (Pogonias  cromis)
and many others (Gunter  1945, Darnell  1958).
    Hildebrand  (1917) stated the  spawning period  for the
oviparous sheepshead minnow was cons ideraole,  ranging  from
March until October.  The incubation period at laboratory
temperatures ranges from 5 to 6 days (Hildebrand  1917), with
5 days at 30°C being normal (Schimmel  and Hansen  1974).  The
sheepshead minnow spawns readily  in  laboratory aquaria, is
fecund and has a short life cycle and  survives  well  under
laboratory conditions (Schimmel and  Hansen  1974,  Hansen and
Parrish 1977). The combination of its  size  and  hardiness
make it a useful fish for laboratory toxicity  tests
(Schimmel et al. 1974, Schimmel and  Hansen  1974,  Hansen and
Parrish 1977, Parrish et al. 1977).  It  should be noted,
however, that several of these authors have indicated  that
the sheepshead minnow is relatively  insensitive and  that  its
reproductive strategy differs from most  marine  species, both
are drawbacks which make the sheepshead  minnow less  than
ideal.   However, no other marine  or estuarine  species  has a
standardized method available for conducting early life
3 tage tests .
        Brook Trout (Salvelinus fontinalis  Mitchill)
    The brook trout is cons idered an impo>rtant  res ident of
many lakes, streams and ponds across the US, as both a
native species and introduced species  (Thatcher et al. 1976,
Larson et al. 1977).  Under natural  conditions  this  North
                                23

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                                                         ES-8
                                                August,  1982
American species occurs along the northeastern North
American Seaboard south to Cape Cod, in the Appalachian
Mountains southward to Georgia, west in the upper
Mississippi and Great Lakes drainages to Minnesota, north  to
Hudson Bay (Scott and Grossman 1973).  In Canada the brook
trout is widely distributed throughout the Maritime
Provinces, and it has been introduced widely and often
successfully into many parts of the world because of its
appeal as a sport fish (Scott and Grossman 1973).   Included
in its introduced range are the higher mountainous  parts of
Western North America.  These authors indicated that brook
trout occur in clear, cool, well oxygenated streams and
lakes and that a long interest in brook trout as a
hatchery-reared and pond-cultured sport fish has resulted  in
an accumulation of information on the species.  Thatcher et
al. (1976) stated that its life cycle and laooratory culture
is well documented.
    Brook trout are carnivorous and feed upon a very wide
range of organisms, including worms, leeches, crustaceans,
aquatic insects, terrestrial insects, and a number  of fish
species (Scott and Grossman 1973).  These authors indicate
that the most serious predators are fish-eating birds (i.e.
kingfishers and mergansers) and larger fish such as the rock
b as s .
    The brook trout eggs are large, 3.5-5.0 mm in diameter,
and incubation time is dependent upon such factors  as
temperature and oxygen; at 41°F (5°C) eggs hatch in about
100 days, at 43°F (6.1°C) in about 75 days, and at  50°F
(10°C) in 50 days (Scott and Grossman 1973).  The long
incubation period of this species necessitates that the
                                24

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                                                         ES-8
                                                 August, 1982
duration of the early  life stage  life  stage  toxicity test be
correspondingly longer in  comparison to  the  early life stage
toxicity tests conducted with  the  warm water minnow species.
         Rainbow Trout (Salmo  gairdneri  Richardson)
    The rainbow trout  is the most  common salmon id used for
bioassay purposes,  is  the  easiest  to rear under laboratory
and commercial hatchery conditions,  and  is easy to spawn
artificially  to obtain eggs for  testing.  Brood stock can be
retained for  several years with good success.   The eggs  are
easily transported  from commercial  hatcheries,  with good
hatching success and survival  of young.   The rainbow is
native to the West  Coast and Rocky Mountains of North
Auerica and is now  widespread  over  most  of the  United
States.  Several early life stage  toxicity tests have been
completed with the  rainbow trout with  very good success.
The relatively rapid embryo and larval growth,  along with
its relative  resistance to disease  compared  to  other
salmonids, makes it an ideal cold  water  fish for testing
toxic materials.
              b.  Sources
    It is preferable to maintain  in-house brood stock for
obtaining sufficient quantities of  test  embryos of known
history, quality and age;  however,  eggs  and  sperm or newly
fertilized embryos  can be obtained  from  a reliable external
commercial or research facility.   This is necessary to
prevent restricting the number of  testing facilities to  only
those which possess in-house cultures.
    Fathead minnow  embryos are generally obtained through
natural spawning under laboratory  conditions.   An artifical
spawning substrate  for use in  culturing  fathead minnows  is
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                                                         ES-8
                                                 August,  1982
described by Benoit and Carlson  (1977).  The  Duluth
Environmental Research Laboratory has maintained  fathead
minnow culture stock successfully for many  years.
    Sheepshead minnow embryos can be obtained  through
natural spawning or artifically  through hormone injections
and stripping eggs and excising  male testes.   These  methods
are discussed in Bioassay Procedures for the  Ocean  Disposal
Permit Program (EPA 600/9-78-010) and by the  following
investigators:  Schimmel and Hansen  (1974)  and Hansen and
Parrish (1977).
    Rainbow and brook trout embryos  can be  obtained  through
natural spawning (Hokanson et al. 1973, USEPA 1972D) or  by
dry artificial methods.  Dry artificial techniques  are
valuable because brood stock can be  artificially  stripped
and returned to their ponds or chambers without harm.   The
eggs can be immediately fertilized,  left for  an hour or  two
to water harden, and then be transported to the
laboratory.  Eggs obtained from  dry  artificial techniques
can be gathered in quantity, fertilized at  the same  time  and
shipped chilled or iced down with no adverse  effect  on
viability.  The eggs become increasingly sensitive
approximately four days post-fertilization,  and should  not
be moved between day 5 and day 14.   The eggs  can  be  moved
carefully after the eyes become  visible, as  the sensitive
embryo period occurs prior to day 14.  Therefore,  testing
should start with eggs which have been fertilized  (embryos)
and are less than 4 days old.  Natural spawning is  less
desirable as it is difficult to  obtain a sufficient  quantity
of embryos necessary to conduct  the  toxicity  test which  are
uniformily less than 96-hours old.
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                                                         ES-8
                                                 August, 1932
         2.  Maintenance of  Test  Species
              a.   Acclimation
    The health  and quality of  the test organism is all-
important in any toxicological  investigation (Hunn et al.
1958, Brauhn and Schoettger  1975),  and acclimation is of
direct importance  for correctness  of  bioassay  results
(Sprague 1969).  Acclimation of embryos  to  the test dilution
water and temperature is necessary  to  minimize or  avoid
stress at the initiation of  the toxicity  test.  Results of
tests with stressed organisms  will  not accurately  represent
the response of the test species  to  the  test substance
alone.
    In-house cultures for the  production  of  a  test species
(i.e. fathead minnow) should be maintained  at  or  very near
the actual test temperature  and should utilize test dilution
water.  In such cases acclimation  is easily  accomplished,
and stress producing factors are  minimized.
    Embryos received from external  sources  should  be
acclimated to the  test  temperature  and dilution water.  This
should be accomplished quickly  for  transported fathead and
sheepshead minnows, because  generally  they  will be received
by the testing facility at close  to  48 hours of age and will
commence hatching within a day  or two.  Acclimation of
rainbow and brook trout embryos may  require  a  longer period
of time, as they are generally  transported  with ice and
rapid temperature fluctuations should  be  avoided  (Brungs  and
Jones 1977).  However,  the longer incubation period of both
trout species makes the acclimation  period  prior  to the
initiation of the test  less  critical.
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                                                         ES-8
                                                 August,  1982
              b.  Feeding
    The time to first feeding and  the  amount  and  type  of
food is dependent upon the test species.   Feeding  of  fathead
and sheepshead minnows should coramense when newly  hatched
larvae are transferred from embryo cups  into  the  test
chambers.   This is because some of tne larvae will be  48
hours old  at that time, and feeding is necessary  to  provide
nourishment for the young fish which were  sustained
previously by their egg-sacs.  Schimmel  and Hansen (1974)
noted that sheepshead minnows accept live  brine shrimp
nauplii 48 hours after hatching.   The  practice of  feeding
fathead minnow fry at 43-hours was included in the early  EPA
methods for partial and full chronic bioassays (USEPA
1972a,b),  and is practiced by the  majority of  investigators
using both minnow species for early life stage toxicity
tests.  Investigators have also supplemented  a wide  variety
of additional foods such as daphnia, trout pellets,  dry
flake and  frozen commercial preparations after the first
week.  Mehrle et al.  (1977) demonstrated the  effect  and
importance of diet quality on the  outcome  of  toxicologicdl
research.   In order to minimize the effect of  various  diets
on the outcome of tne toxicity test, the recommended  food
source is  live brine shrimp nauplii Artemia salina.   H.T.
Smith et al. (1978) studied the effects  of population
density and feeding rate on the final  population  density,
growth and fecundity of fathead minnows.   It  was  found that
length and weight of fish increased with increased food
availability.  As such, the fathead and  sheepshead minnow
larvae should be fed at least 3 times  a  day during the week
and twice  on the weekend for the duration  of  the  study.
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                                                         ES-8
                                                 August,  L982
This recommendation is felt to adequately satisfy  the
nutritional requirements of the minnow species,  but  does  not
constitute an unnecessary requirement nor expense  in the
test.  An automatic brine shrimp feeder  is discussed by
Schimmel and Hansen (1975), which could  be employed  on
weekends .
    The brine shrimp should be analyzed  for  contaminants,
and contaminant levels should not exceed the specified
criteria for dilution water for maximum  contaminant
concentrations, in order to minimize the possible  effects  on
the test species.  Contamination of food by  pesticides,
PCB's, phthalates , mercury, lead or other ubiquitous
substances would  render the test results ambiguous.
    Trout feeding requirements are different,  in that the
yolk sac of newly hatched trout generally takes  between  32
and 33 days to be absorbed depending upon temperature
(Atchison and Johnson 1975, Mauck et al . 1978).  Therefore
feeding should commense at swim-up.  Trout starter food
should be fed ad  libitum five times a day, with  the  tanks
cleaned daily.  This is in accordance with the early EPA
(1972b) partial chronic test method, with indicates  trout
alevins and early juveniles should be fed trout starter  food
a minimum of 5 times daily.
    Fish are not  fed for the 24-hour period  prior  to
termination of the test in order to minimize the effect
consumed food may have on analysis of fish weight.
         3 .  Facilities
              a.  General
    The facilities needed to perform an early life stage
toxicity test as prescribed in the TSCA test guidelines
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                                                         ES-8
                                                August,  1982
include:  (1) flow through test chambers (tanks) for
exposing embryos and fry; (2) embryo cups or screen trays
for holding the embryos until hatching; (3) test substance
delivery system; (4) a mixing chamber  to promote mixing of
the test substance and dilution water; (5) a mechanism  for
controlling and maintaining water at specified  temperatures;
(6) apparatus capable of controlling the photoperiod at
specified regimes; (7) a device for removing particulate
matter and gas bubbles and for aerating the dilution water
as necessary; (3) suitable apparatus (e.g. magnifying
viewer) for examining embryos; (9) apparatus for precise
measurement of fish lengths and weight; and (10) facilities
for providing the necessary food (i.e. live brine shrimp
nauplii); and (11) facilities (or access to facilities) for
performing the required water quality  analyses.
              b.  Construction Material
    All pipes, embryo cups, screen trays, mixing chambers,
;netering devices, and test chambers should be made of
materials that minimize the release of chemical contaminants
into the dilution water or the adsorption of test
substances.  Chemicals that leach from construction
materials may be toxic to test organisms or they may act
synergistically or antagonistically with test substances
thereby producing inaccurate results.  Leaching of
undesirable substances from perfluorocarbon plastic, #316
stainless steel, and glass, and adsorption of test
substances to these materials is minimal.  Rubber, copper,
brass, galvanized metal, lead and epoxy resins should not
come in contact with dilution water, stock solution, or test
solutions because toxic substances they contain may leach
into those media.

                                30

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                                                         ES-3
                                                 August, 1982
    All containers  and pipes  coming  in contact with the
dilution water  need  to be  conditioned  before use in order to
leach out and wash  away  undesirable  residues that may be
present.
    When cast iron  is used  in freshwater systems, rust may
develop and  its  removal  by  strainers  is  recommended to
prevent fouling  of  the diluters  and  delivery systems.
              c.  Tes t Ch ambe rs
    Test chambers,  delivery systems,  pipes or tanks exposed
to solutions that may come  in contact  with test organisms
should not be soldered or  brazed.   The materials used in
soldering or brazing contain  lead,  tin,  copper, or zinc
which may leach  into the solution  and  may be toxic to the
test organisms  (Pickering and Vigor,  1965).   Instead, .netal
parts should be  welded or  bonded with  clear silicone
adhesive, the preferred bonding  agent  for all construction
materials.   This adhesive  is  inert,  and  the acetic acid
which it releases is easily washed  away  or volatilized from
the system.  However, the  amount of  adhesive which contacts
any test solution should be minimized  because it may adsorb
test chemicals.  It should  be applied  to the outs ides of
chambers and apparatus to minimize  contact with the dilation
water and test substance.   Epoxy glues are not recommended
for use because  they may contain unreacted toxic monomers;
if it is necessary  to use epoxy glues,  allow a considerable
curing time prior to use.
    Many different  sizes of  test chambers; have been used in
early life stage toxicity tests.   There  is no present
justification for requiring specific dimensions, and the
size of the  test chambers may be considered  acceptable if
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                                                         ES-tf
                                                 August,  L932
the specified Clow rate and loading  requirements  can be
ach ieved.
              d.  Embryo Cups  and  Screen  Trays
    Embryos used to  initiate early life stage  toxicity tests
are exposed to  the test substance  during  incubation  in
embryo cups or  on screen trays, where  they  can  be carefully
observed and protected, and the optimal conditions  to ensure
hatching success can be provided.  Embryo cups  are  usually
glass retaining vessels (or similar  sized sections  of
polyethylene tubing) with stainless
steel or nylon  screen bottoms  or petri dishes  with  nylon
screen or stainless steel sides (Mount and  Stephan  1967;
Mount 1968).
    Various modifications of embryo  cups  have  been  used
successfully to incubate the embryos during  toxicity
studies.  Acceptable embryo incubator  chambers  Cor  trout
have been described by Me Kim and Benoit  (1971).   Trays of
stainless steel screen with the sides  turned  up and
supported above the bottom of  the  exposure  chamber  (e.g.  by
folded screen legs) are also acceptable,  and  have been used
successfully at the  Environmental  Research  Laboratory at
Corvallis,  Oregon.
    Embryo  cups should be labeled  to facilitate
identification  and tracking of embryos with  the various test
substance concentrations.  The cups  should  be  suspended or
arranged in a test chamber to  easure that the  test  solution
flows regularly into and out of each cup  and  that the
embryos remain submerged.  Test substance delivery  systems
or test chambers or  both should be constructed  so that the
embryos are not stressed by turbulence.   As  indicated
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                                                         ES-d
                                                 August, 1932
previously,  embryo  cups  can  be  oscillated  by  a  rocker arm
apparatus  (Mount  1968),  or  the  water level in the test
chambers varied by  means  of  a self-starting siphon (Hansen
et al .  1977).  This  oscillation serves  to  ensure a regular
flow  of water through  the embryo cup,  which provides  oxygen
needed  by  the developing  embryos.   It  also helps to remove
debris, which in  combination with  stagnant water conditions
contributes  to fungal  infestation.
              e.  Test Substance Delivery  System
    In  order to maximize  the accuracy  and  precision of data
developed  for use in evaluating  the  hazard a  chemical
presents to  the environment, it is  necessary  to minimize
variability  in the  testing procedure  to  the extent that such
reductions in variability are cost  effective.   To accomplish
this,  the quantity  of  the test  substance introduced by the
test  substance delivery  system  should  be constant as  as
possible from one addition of test substance  to the next.
Fluctuation  in the  quantity  of  test  substance introduced
into  the test chamber  may affect the  validity of  the  test
results more significantly than fluctuations  in other test
conditions.  The  greater  the variation  in  the quantity of
the test substance  introduced,  the  greater the  abnormalities
and spread of the response values; hence,  the need to
calibrate  and verify the  calibration  of  the test substance
delivery system.  Calibration includes  determining the flow
rate  through each chamber, and  the proportion of  stock
solution to dilution water delivered  to each  chamber.
Variations in the quantity of dilution  water  entering  the
test  chamber during a  given  time interval  also  may create
undesirable differences  in test  conditions  from one test
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                                                         ES-8
                                                 August,  1982
chamber to another.  The concentrations of  dissolved  oxygen
and test substance in a test chamber, for  example,  may
decrease more rapidly in chambers having lower  flow rates.
Metabolic products of the test fish, such  as  ammonia, and
products resulting from the degradation of  the  test
substance, may also accumulate to a greater extent  in
chambers with lower flow rates.  Differences  from test
chamber to test chamber in  the concentration  of  dissolved
oxygen, test substance, metabolic products  and  degradation
products, individually or in combination,  may also  result  in
response values for the test organisms which  are  inaccurate
or which lack an adequate level of precision.   Flow rates
through test chambers should not vary by more than  10%  from
any one test chamber to any other.  The delivery  system
operation should be checked daily for normal  operation
throughout the test.  This  is extremely important for
accurate interpretation of  data results (Lloyd  1978)
    Many test substance delivery systems are  referenced in
the literature at  large (Lemke et al. 1978) and  can be
selected depending upon the specific characteristics  and
requirements of the test substance.  Proportional diluters
(Mount and Brungs  1967)  are suitable for  extensive use, and
have the following advantages: (1) timing  problems  are
minimal; (2) operation is simple and easy  to  understand;  (3)
malfunctions are infrequent; and (4) a series of
concentrations can be delivered, each as much as  90%  of each
oreceeding concentration.   The main disadvantage  is that it
is impractical to deliver a series of concentrations  with  a
dilution factor greater than 50% between concentrations
(Mount and Brungs  1967).  In addition, proportional diluters
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                                                         ES-8
                                                 August,  1982
are not commercially  available  everywhere  and  may  require
ceilings more  than  eight  feet  high.
    Many modifications  to delivery systems  have  been
recommended by various  researches,  including:   Brungs  and
Mount (1970), McAllister et  al.  (1972),  Schimmel et  al.
(1974), and DeFoe (1975). Other relevant, systems are
discussed by Freeman  (1971), Chandler et al.  (1974),
Chandler and Partridge  (1975),  Smith et  al . (1977) and Abram
(1973).  Most delivery  systems  are operated by  the
hydrostatic force of  dilution  water or  the  test  solution in
a system of siphons (with and  without float operated
values), or by electro-machanical means.   Metering pump
systems (Garton 1980) can be simple, compact, easy to  set
up, portable, and relatively accurate if high quality  pumps
are used.   Such pumps will last  a long time with proper
ma intenance.
    Proportional diluters and  metering pumps have  the
capability of delivering consistent quantities of a  test
substance and dilution  water to  the test chambers, and have
been used extensively in aquatic toxicity  tests.  However,
different delivery  systems which incorporate proportional
diluters or metering pumps exhibit individual
idiosyncrasies.  Due  to possible malfunctions caused by  such
idiosyncrasies, it  is necessary  to calibrate each system to
verify the concentration of  the  test substance and the
volume of  dilution  water which  each system  actually
delivers .
    A small chamber to  promote  mixing of toxicant-bearing
water and dilution  water should  be used  between  the  test
substance delivery  system and  the test chambers  for  each
                                35

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                                                         ES-3
                                                 August,  1982
concentration.  Benoit and Puglisi  (1973) describe such  a
flow-splitting chamber to promote thorough mixing.   When a
single proportional diluter is used, separate delivery  tubes
from the mixing chamber to each duplicate test  chamber  are
necessary to delivery accurate and  identical concentrations
of the test substance.
    Particulate material and gas bubbles should  be removed
from the test system.  Test substance concentrations  may be
altered by sorption to particulate  matter or by
volatilization due to excessive gas bubbles.  Both
particulate material and gas bubbles may clog the diluter
system.  To avoid this problem, an  apparatus capable  of
removing particulate matter or gas  bubbles or both from  the
dilution water is recommended  (US EPA 1975, US EPA 1972a).
              f.  Cleaning
    Before use, test systems are cleaned to remove dust,
dirt and other debris and residue that may remain from
previous uses of the system.  Any of these substances may
affect the results of a test by sorption of test materials
or by exerting an adverse effect on the  test organisms.  New
chambers are cleaned to remove any  chemical or  dirt  res idues
remaining from manufacture or accumulated during
construction and storage.  Detergent is used to  remove
hydrophobic or lipid like substances.  Acetone  may be used
for the same purpose, and as a final rinse.  It  is important
to use pesticide-free acetone to prevent the contamination
of the chambers with pesticides which may be toxic to the
test organisms or which might otherwise  influence the
outcome of the test.  Hypochlorite  at 200 mg/liter is useful
for removing organic matter and for disinfection.  A
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                                                         ES-3
                                                 August, 1982
solution containing  200 mg  hypochlorite/liter is  made by
adding 5 ml. of household  bleach  (chlorine)  to 1  liter of
water.  However, acid and  hypochlorite  should not be used
together because hazardous  fumes  may  be produced.  Acid
(e.g. 5% nitric acid) is useful for removing  mineral
deposits, metal residues and  bases  from the  system.
    For example, a new system would be  typically  cleaned by
washing with detergent and  rinsing  with water, reagent-grade
acetone, water, acid  (e.g.  5% nitric  acid),  and twice with
dilution water.
    At the end of a  test,  if  the  test substance delivery
system, embryo cups  or test chambers  are  to  used  again, they
should be:  (a) promply emptied;  (b)  rinsed  with  water; and
(c) cleaned by a procedure  appropriate  for removing  the
substance tested as  well as other debris.   It is  easiest to
clean the equipment  immediately following the test
termination, before  chemical  residues and organic matter
become embedded or absorbed.   Conditioning should be
considered an important part  of cleaning.
              g.  Dilution  Water
    Variations in water quality parameters have been found
to influence the results of toxicity  tests involving aquatic
organisms (Tucker and Leitzke  1979).  For instance,  Mount
(1968) and Mount and Stephan  (1969) conducted experiments  to
determine the acute  and chronic toxicity of  copper to the
fathead minnow in hard and  soft water.   The  dilution water
used in each test was controlled  to maintain  nearly  constant
hardness, alkalinity and pH.   In  addition, temperature was
maintained within a  narrow, optimum range.   Results  of these
tests indicated that hardness, and  to a lesser extent, other
                                37

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                                                         ES-8
                                                August,  1982
characteristics such as pH, acidity, and alkalinity,
affected both acute and chronic toxicity of copper.   Brungs
et al.  (1976) stated that many environmental factors
influence the toxicity of copper and cited several authors
that documented effects of oxygen, temperature, hardness,
turbidity, carbon dioxide, magnesium salts, organic
compounds, nitr ilotriacet ic acid and spent sulfite liquor.
Carroll et al .  (1979) stated that many workers have reported
that heavy metals are less acutely toxic to aquatic
organises in hard water than in soft.  While data on  all  the
possible effects of various water chemistry parameters on
the toxicity of chemicals to fish are very incomplete, those
which are available show clearly that variations in certain
water chemistry parameters may cause variation in the
results of toxicity tests with fish.  In view of the
Agency's need for accurate data in evaluating the hazard  of
a chemical and  the risk it poses to the environment,  the
dilution water used in performing toxicity tests should show
evidence of consistency in its chemical make-up.
    A dependable source of clear surface or ground water
will usually have a greater consistency in its chemical
make-up than a municipal water supply.  Municipal water may
originate from several sources which may differ
coas iderably.  In addition, municipal water frequently is
treated chemically as part of a purification process.  Since
the proportions in which water from different sources are
mixed,  and since the chemical treatment given water during
the purification process may be different from time to time,
the chemical make-up of municipal water may vary
coas iderably.
                                38

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                                                         ES-8
                                                 August,  1982
    The long duration  of  the  test,  and  the  large  volume of
water required  for  flow-through  conditions  economically
prohibit the use of reconstituted  water (freshwater or
s altwater) .
    Fish culturists do not  know  all of  the  conditions
required to maintain fish health,  nor do  they  know  all of
the components  in water that  adversely  affect  the health of
fish (Brauhn and Schoettger 1975).   Nevertheless,  to avoid
possible inconsistencies  and  inaccuracies  in test results,
minimal variability and  healthy  fish are  needed  for toxicity
tests.  There is, therefore,  a need to  determine  that  the
dilution water  is capable of  suporting  the  fish species to
be tested  in a  healthy condition for the  duration of the
test period.
    An appropriate  way to make such a determination is to
place young fish of a  sensitive  species,  preferably the one
to be used  in subsequent  tests,  in  the  dilution water  for  an
extended period of  time and observe their behavior, growth
and development.  Ideally,  such  observations would  be  made
by experienced  fisheries  biologists  familiar with certain
stress reactions which are  difficult for  an untrained
observer to identify (Brauhn  and Schoettger, 1975). As an
indication  of the uniformity  of  the dilution water, it is
recommended that certain  water chemistry  parameters be
measured at least twice  a year,  or  more frequently  (as
specified)  if it is suspected that  one  or more of those
parameters  has  changed  significantly.   The  water  chemistry
parameters and  the  maximum  acceptable concentrations for
contaminants specified  in the test  guidelines  are those
considered not  to adversely affect  fish (US EPA 1973, APHP,
                                39

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                                                         ES-8
                                                 August,  1982
AWWA, WPCF 1975).  Recognizing that some  variation  in  water
chemistry is normal  in natural freshwater,  a  10  percent
fluctuation from month to month  in water  hardness,
alkalinity and conductivity  and  a variance  of  0.4 pH unit is
considered acceptable.  Variations in  excess  of  the
concentrations or values cited in the  standard  may  alter the
value of the data developed  in the toxicity test, and  render
the  results ambiguous.
     The quality of dilution  water is also important for
toxicity tests with salt water organisms  (Bahner et al.
1975).  Dilution water for conducting  early life stage
toxicity tests with  the sheepshead minnow is  considered to
be of constant quality if the minimum  salinity  is greater
than 15°/00 and the  weekly range of salinity  is  less than
15°/00.  The monthly pH range should be  less  than 0.8  unit
(US EPA 1978, Hansen  and Parrish  1977,  Hansen  and Schimmel
1975, Schimmel et al. 1974).
     Specially designed systems are usually  necessary to
provide seawater from natural sources, and  the  water should
be filtered through  a pore size  less than 20  micrometers in
order to remove larval predators (Parrish et  al. 1977,
Goodman et al . 1976, Bahner  et al . 1975,  Schimmel et al.
1974, USEPA 1978).
     The dilution water (fresh or salt) should be intensively
aerated by such means as air stones, surface  aerators, or
screen tubes (Penrose and Squires 1976,  Rucker  and  Hodgeboom
1953) before introduction of the toxicant.  Aeration should
not  be employed after the test substance  has  been introduced
since the process of aeration may result  in a loss  of  the
test substance through volatilization.   Adequate aeration of
                                40

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                                                         ES-3
                                                 August,  1982
the dilation water will help bring  the  oil  and  the
concentration of dissolved oxygen and other  gases  into
equilibrium with air, and minimize  oxygen  demand and  effect
removal of volatile compounds which may be present.
    A variety of microorganisms are found  in many  water
supplies.  Their presence in dilution water  may  be
undesirable as they may be infectious to the test  fish.
Dilution water that may be contaminated with such
undesirable microorganisms should be passed  through  membrane
filters or an ultraviolet sterilizer equipped  with an
intensity meter (Bullock and Stuckey 1977).  Efficacy of  the
sterilizer may be determined by using standard plate  count
methods (APHA, AWWA, WPCF 1975).
    Additional parameters cannot be specified  for  freshwater
dilution water quality, because of  the  wide  geographical
distribution of available testing facilities.  Specific
requirements for hardness, etc., would  preclude  those
facilities which failed to meet such requirements.
         4.  Environmental Conditions
              a.  Dissolved Oxygen
    Fish embryos and developing larvae  are particularly
sensitive to deficiencies of oxygen (Doundoroff  and  Shumway
1970).  Exposure of fish to a test  substance may increase
the rate at which they consume oxygen,  with  a  resulting
rapid uptake of dissolved oxygen.   Some  test substances
undergo oxidation when introduced into  the test  chamber.
This may result in a chemical or biochemical oxygen  demand,
depending on the nature of the oxidation which removes
dissolved oxygen from the surrounding water.
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                                                         ES-8
                                                 August,  1982
    Microorganisms present in the test  chamber  also  may
create a demand for the dissolved oxygen.   The  normal  oxygen
needs of the fish, with possible chemical or  biochemical
oxygen demands of the test subs tance, and oxygen consumption
by micoorganisms, individually  or in combination,  could
reduce the level of dissolved oxygen below  that required  by
the test fish.  Oxygen to replace that  which  has been
depleted can be provided by  increasing  dilution water  flow
rate.
    The concentration of dissolved  oxygen  in  the dilution
water should be between 90%  and 100% saturation, the optimal
range for all the test species.  A  minimum  level of  60%
saturation of dissolved oxygen  has  been recommended  by
earlier groups and committees for test  solution water  ased
in early life stage toxicity studies (APHA, AWWA,  WPCF 1975,
USEPA 1972a,b).  This minimum level  of  dissolved oxygen  is
required in order to avoid possible  variations  in  test
results due to the effects of anoxia on the test fish.
Doudoroff and Shumway (1970) noted  that there is very  little
agreement in the literature  on  the  reported findings of  the
effects and minimum requirements of  dissolved oxygen for
fish.  These authors noted that pertinent  information  on  the
effects of low concentrations of dissolved  oxygen  on
fecundity and embryonic development is  also very limited;
but embryos of the fathead minnow appear to be  adequately
protected from stress at oxygen concentrations  above 5 mg/1
at temperatures normal for this species.  Similarly, Brungs
(1971b) studied the chronic  exposure of fathead minnows  to
continuous reduced levels of dissolved  oxygen in order to
evaluate effects on reproduction, fry growth  and fry
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                                                         ES-8
                                                 August,  1982
survival.  Results indicated a statistically significant
reduction in fry growth at all concentrations  below  the
control  (7.26 mg/1), and that time  to hatch was  increased  at
each successively lower dissolved oxygen  concentration.   No
effects  were observed on percentage hatch.  The  highest
dissolved oxygen concentration in this study  (other  than  the
control) was 5.0 mg/1; this indicates that 60% dissolved
oxygen saturation level appears to  be somewhat less  than  an
ideal minimum concentration for early life stage  toxicity
tests.   These data support the requirement of  a  minimum
level of dissolved oxygen for the test species specified  in
the early life toxicity test guidelines,  especially  since
the minimum dissolved oxygen requirements of  warm water
species  are generally not as critical as  those for cold
water species (Doudoroff and Shumway 1970).
              b.  Flow Rate
    The  flow of the water through the test chambers
minimizes the accumulation of metabolic products  such as
ammonia  which,  if allowed to accumulate,  could reach
concentrations  lethal to the fish or alter their  seasitivity
to test  substances.  The build-up of organic matter  within
the exposure chambers might provide a nutrient source for
bacteria present in the water.  Bacteria  using oxygen to
metabolize and  decompose the organic matter in the tanks
could reduce the dissolved oxygen concentrations  of  the
water.   Decreased dissolved oxygen  concentrations  as well  as
the accumulation of toxic metabolic products could increase
the likelihood  of disease in the test fish (Brauhn and
Schoettger,  1975).
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                                                         E3-8
                                                 August,  1982
    To avoid the possibility of a  build-up  of  metabolic  or
degradation products, the depletion  of  dissolved  oxygen,  the
adsorption of the test substance to  sediments  and  the  walls
of the test system, and to ensure  an adequate  mixing  of  the
test solution, a minimum flow rate equivalent  to  six  tank
volume changes a day  is specified.   This  flow  rate appears
to be a practical flow rate based  upon  past  experience of
successful use and satisfies Sprague's  (1969)  recommendation
for a 90% replacement time of 8-12 hours.
              c .  Lo ad i ng
    The grams of organism per liter  of  solution  in the test
chambers should not be so high that  it  affects the results
of the test.  The most important parameters  dfifected  by
overloading are the dissolved oxygen concentration,  the
waste metabolite accumulation, the concentration  of  the  test
substance, and stress to the test  organisms  due to
crowding.  Hence, loading should be  limited  to assure
that:  1) the concentration of dissolved  oxygen and  test
substance do not decrease below acceptable  levels; 2)  tnat
above acceptable levels; and 3) that organises are not
stressed due to crowding.
    The number of fish that can be placed  in a given  test
chamber depends upon  the test solution  volume  and  the  rate
of flow.  The upper limits are 2 grams  of  fish per liter of
test solution in the  test chamber  at any  given time,  and 0.1
grams of fish per liter of test solution  passing  through the
test chamber in 24 hours.
    It is felt that these loading  requirements can be  easily
and practically satisfied by all testing  facilities  without
requiring modification to present  equipment because  of the
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                                                         ES-8
                                                 August, 1982
relatively small size and  weight  of  the  embryos  and newly
hatched larvae  and developing  juveniles  of  the recommended
test species .
    The levels  of dissolved  oxygen  and  ammonia cited in the
test guideline  are recommended  for  the  health  of  the fish.
The 20 percent  limit on  the  uptake  of  test  substance by the
fish is recommended in order to avoid  a  reduction in the
concentration of test substance to  which the fish are
exposed, such that the results  become  unsuitable  for the
purposes for which the test  is  run.
              d.  Temperature
    Test temperature is  dependent upon  the  species selected,
but should not  deviate instantaneously  by naore than 1.5°C
from the selected temperature  during  the test  period.  The
effects of sudden temperature  changes on fish  may range from
death to temporary impairment  of  physiological function,
depending upon  the magnitude of the  temperature  change, the
tolerance of the species to  temperature  fluctuations and the
circumstances and duration of  the exposure.  Differences
between the  temperature  at which  fish  embryos  are obtained
(i.e.  culture or external shipments) and the temperature at
which toxicity  tests are conducted  could have  an  adverse
effect on the developing embryos.   Therefore,  it  is
desirable to obtain embryos  at  temperatures  as close as
possible to the temperatures at which  the test will be
conducted, and  to acclimate  embryos  as  specified.  The  test
temperatures selected are:   fathead  minnow  - 25°C (Brungs
1971a, USEPA 1972, Brauhn  and  Schoettger 1975,  Brungs and
Jones  1977); sheepshead minnow -  30°C  (Schimmel and Hansen
1974,  Hansen and Parrish 1977, USEPA 1978);  and brook and
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                                                         £S-8
                                                 August,  1982
rainbow trout - 10°C for embryos and  12°C  for  alevins  and
fey (McCormick et al. 1972, Hokanson  et  al .  1973,  Brungs  and
Jones 1977).  These temperatures are  generally  accepted as
suitable for the fish species  indicated  and  they  are  the
ones most frequently cited for use in conducting  early life
stage toxicity tests and for culturing the species
selected.  For example, Thatcher et al.  (1976)  studied the
effects of temperature and chlorine i;o
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                                                         ES-8
                                                 August, 1932
temperatures which have  been successfully and widely used in
toxicity tests.   Extensive  studies  have  not been reported in
the literature which  identify  the  optimal temperature at
which early life  stage  toxicity  tests  with each test species
should be run.  There is, however,  evidence that suggests
the need to standardize  the test temperatures.    A number of
investigators have reported toxicity data for several
substances which  indicate that the  toxicity of  those
materials varies  with temperature  (L.L.  Smith et al. 1978,
Brown et al . 1967, Tucker and  Leitzke  1979, Alexander and
McClarke 1978).   Therefore,  even though  data are lacking to
unequivocally support selection  of  an  optimal test
temperature, it is recommended that early life  stage
toxicity tests be conducted at the  test  temperatures
specified in the  test guidelines.   This  is  particularly
necessary for comparative purposes.
    Temperature is normally maintained by preheating and
aerating the dilution water or by placing the test aquaria
in temperature controlled water  baths  (Syrett and Dawson
1972, McCormick and Syrett  1970,  Bahner  et al.  1975).  It
should be noted that the latter  method is not common
practice for flow-through toxicity  tests.
              e.  Light
    Light is recognised  as  an  important  environmental
variable by most organizations concerned  with the
development of uniform  testing methods for aquatic
toxicology.   Yet, few studies  on  the effects  of a light
regime or light intensity on toxicity  have  been investigated
and reported.  Toxicity  tests  with pulp  mill  effluents  did
not demonstrate a significant  variation  in toxicity
                                47

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                                                         ES-8
                                                 August,  1982
associated with light-dark p'notoperiods of 8-16 hoars  and
16-8 hours (McLeay and Gordon 1978).  However,  in  another
study using Daphnia (Crosby et al.  1966), the photoperiod
was shown to have an effect on the  toxicity  test results.
    Although there are insufficient data on  which  to base
the selection of a photoperiod to be used in fish  toxicity
tests, it is generally recognized that a standard
photoperiod should be employed.   This serves to minimize  the
influence of variations of light  conditions  on  test data, as
does standardization of other test  conditions (i.e.
temperature, dissolved oxygen, etc).  The source material
cited in Section II.C.I:  Test Species, indicates  that peak
population levels and spawning activity (with the  exception
of trout) occur in the warmer months during  which  the
photoperiods are naturally the longest.  Thus,  for the
minnow species, longer photoperiods appear to correspond
with natural conditions which are optimal for growth,
development and survival.  Standard Methods  for the
Examination of Water and Wastewater (American Public Health
.Association, American Water Works Association,  Water
Pollution Control Federation 1975)  states that  during  any
test exposure to light should be  based upon  what is normal
for and required by the species,  and that different light
intensities are required for different organisms and life
stages.  One example cited in Standard Methods  is  the
requirement of darkness (or very  low light intensity)  for
trout eggs.
    The photoperiods recommended  by the ASTM (1980) for
conducting early life stage toxicity tests with fishes
are:  brook trout 12-14 hours light; sheepshead minnow 16
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                                                         ES-8
                                                 August, L982
hours light; and  fathead  minnow  16  hours  light.   A
transition period  of  15  to  30  minutes  between light and dark
is recommended  (ASTM  1980)  in  order to avoid  any possible
variation in test  results attributable to sudden light-dark
changes.  Apparatus which can  be  incorporated into indoor
lighting systems  to provide  a  programmed  ohotoperiod can be
designed according to  Drummond and  Dawson (1970) or by
Wickham et al .  (1971).   Durotest  vitalite (optima FS)  lamps
and wide spectrum  Grov/-lux  fluorescent tabes  are
recommended, based upon  past use.
    D.  Reporting
    The reporting  requirements specified  in the  test
guidelines are considered essential to complete  a thorough
and proper evaluation  of  the test results.   The  required
information is deemed  necessary by  EPA to:   (1)  establish
that the test was  conducted  according  to  specifications; (2)
evaluate those conditions and  procedures  that could affect
the results of the test;  and (3) supply sufficient
information to accurately interpret results,  which include
independent analysis of  statistics  and conclusions.  Due to
the inherent flexibility  of  the test guidelines, reporting
requirements are  necessary  to  ascertain the conditions,
parameters and observations  germane to the  performance of
the test.
    Additional information  may be needed  when a  concern
exists relative to the results or validity  of the test.
Therefore, the location  of  the raw  data storage  is needed in
order that additional  information can  be  located
expedi tiously, if  necessary, for  a  detailed evaluation or
for enforcement purposes.   It  is recognized that some
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                                                         ES-8
                                                 August,  1982
chemical companies maintain possession of  test  data,  while
other request the test facility to keep such  records.
III.  Economic Aspects
    Five laboratories were surveyed  to obtain estimated
costs for performing the early life  stage  toxicity  test
outlined in the test guideline.  A price range  of  $9,000  to
$40,000 with a "best estimate" of $15,608  was reported.   An
additional cost estimate was made by separating  the
guideline into components and estimating the  cost  of  each
component, including direct labor cost, overhead  cost, other
direct costs, general and administrative costs,  and profit
or fee.  The protocol best estimate  of cost  for the minnow
species was $11,348, with an estimated range  of  $5,674 to
$17,022 based on +_ 50 percent of the best  estimate.  The
protocol best estimate of cost for the trout  species  was
$14,354, with an estimated range of  $7,177 to $21,531 based
on _+_ 50 percent of the best estimate.  The protocol estimate
for the mean of both species was $12,851 with an estimate
range of $6,426 to $19,277.
    The test guidelines described for minnows and  trout  have
basic differences which result in different  cost
estimates.  For example, the test with minnows  requires  a
post-hatch exposure time of 28 days, while the  test with
trout requires a post-hatch exposure time  of  60 days.  This
fundamental difference results in a  higher cost in  the trout
test based on increases in animal care, observation
intervals and analytical monitoring.  Various other factors
can affect the cost estimates, including the  nature of  the
chemical, overhead rates, use of outside consultants  and  the
degree of effects manifestation.  For example,  if  a majority
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                                                         ES-8
                                                 August, 1982
of: test organisms  exhibited severe  manifestations  of
r.'.'xi :i ty, additional photography  and  detailed  observations
with possible pathology would  be  required.   The nature and
number of analytical assays is  also a major cost factor.
    The above cost estimates were made  assuming that all the
requirements of Good Laboratory Practice Standards,  as
specified in section (d)  of the early life  stage toxicity
test guideline, and related considerations  are contained in
the cost aialysis  report  for the  ecotoxicity standards by
Enviro Control, Inc.   (1930).
    In a cost analysis of subpart E,  Hazard Evaluation:
Wildlife and Aquatic Organisms, of  the  pesticide guidelines,
several contract and captive industry laboratories  were
surveyed in 1978 and again  in  1980  to determine cost
estimates for testing  (US EPA 1980a).   The cited costs  did
not differentiate  between species,  however, the unit cost
estimate for the fish  embryo-larvae (early  life stage) test
was $11,500, and can assumed to be  for  fathead 'iinnow.3.
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                                                         ES-8
                                                August,  1982
IV.   References
    ABC Protocol No. 7809 (Analytical Bio Chemistry
    Laboratories,  Inc.) Revised July 16, 1979.  Procedure
    for conducting early life stage studies with fathead
    minnows (Pimephales promelas)  in a flow-through system.

    ABC Protocol No. 7810 (Analytical Bio Chemistry
    Laboratories,  Inc.) Revised Sept. 5, 1979,  Procedure
    for conducting early life stage studies with rainbow
    trout (3almo gairdneri)  or brook trout (Salvelinus
    fontinalis).

    Abram FSH.  1973.  Apparatus for control of poison
    concentration  in toxicity studies with fish.  Water
    Research.  7:1875-1879.

    Adelman IR,  Smith LL. Jr.  1976. Fathead minnows
    (Pimephales  orornelas) and goldfish (Carassius auratas)
    as standard  fish in bioassays  and their reaction to
    potential  reference toxicants.
    J. Fish.  Res.  Board Can. 33:209-214.

    Alexander  DG,  McClarke RV.   1978.  The selection and
    limitations  of phenol as a reference toxicant to detect
    differences  in sensitivity among groups of rainbow trout
    (Salmo gairdneri).   Water Research.   12:1085-1090.

    Allison DT,  Hermanutz RO.  1977.  Toxicity of Diazinon
    to brook  trout and  fathead minnows.   EPA 600/3-77-060.
    79p.

    ASTM  (American Society for Testing and Materials).
    1980.   Standard practice for conducting toxicity tests
    with  the  early life stages of  fishes.  Draft f 4 .

    Atchison GJ, Johnson HE.  1975.   The degradation of DOT
    in brook  trout eggs and  fry.  Trans. Am.  Fish. Soc.
    4:732-784.

    Banner LH, Craft CD, Nimmo DR.   1975.  A saltwater flow-
    through bioassay method  with controlled temperature and
    salinity.   Prog. Fish.  Cult  37:126-129.

    Benoit DA, Puglisi  FA.   1973.   A simplified flow-
    splitting  chamber and siphon for proportional
    diluters.   Water Research.   7:1915-1916.
                                52

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                                                     ES-8
                                            August,  1982
Benoit DA, Carlson RW.  1977.  Spawning success of
fathead minnows on selected artificial substrates.
Prog. Fish. Cult. 39(2):67-69.

Blair et al.  1968.  Vertebrates of the United States.
2nd Ed. McGraw Hill, New York.  616p.

Box GEP, Hunter WG, Hunter JS.  1978.  Statistics  for
experimenters.  Wiley-Interscience.  New York.  653p.

Brauhn JL, Schoettger RA.  1975.  Aquisition  and  culture
of research fish: rainbow trout, fathead minnow,  channel
catliish, and bluegills.  Ecological Research  Series.
EPA 660/3-75-011.  U.S. Environmental Protection
Agency.  Corvallis, Oregon.  54p.

Brown VM, Jordan DHM, Tiller BA.  1967.  The  effects of
temperature on the acute toxicity of phenol to rainbow
trout in hard water.  Water Research  1:587-594.

Brungs WA.  1969.  Chronic toxicity of zinc to the
fathead minnow, Pimephales promelas Rafinesque.
Trans. Amer. Fish. Soc.  98:272-279.

Brungs WA, Mount DI.  1970.  A water delivery system for
small fish-holding tanks.  Trans. Amer. Fish. Soc.
99(4) :799-802.

Brungs WA.  1971(a).  Chronic effects of constant
elevated temperature on the fathead minnow (Pimephales
promelas Rafinesque).  Trans. Amer. Fish. Soc. 100:659-
664.

Brungs WA.  1971(b).  Chronic effects of low  dissolved
oxygen concentrations on the fathead minnow (Pimephales
promelas)  J. Fish. Res. Board Can. 28(3):1119-1123.

Brungs WA, Geckler JR, Gast M.  1976.  Acute  and  chronic
toxicity of copper to the fathead minnow in a surface
water of variable quality.  Water Research 10:37-43.

Brungs WA, Jones BR.  1977.  Temperature criteria for
freshwater fish:  protocol and procedures.  Ecological
Research Series.  EPA 600/3-77-061.  U.S. Environmental
Protection Agency, Duluth, iMinnesota.
                            53

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                                     ES-8
                                     1982
Bullock GL, Stuckey HM.
water for destruction of
pathogenic to fishes.  J,
1249.
          1977.  Ultraviolet treatment of
          five gram-negative bacteria
           Fish.  Res. Board Can. 34:1244-
Cardwell R.  Unpublished toxicity data on several
cariers.  Memo from C. Stephan, Environmental  Research
Laboratory, Duluth, MN.

Carlson AR.  1971.  Effects of long-term exposure  to
carbaryl (sevin) on survival, growth, and reproduction
of the fathead minnow  (Pimephales promelas).   J. Fish.
Res. Board Can. 29(5):583-587.
Carmignani GM,
used in closed
91.
Bennett JP.
aquaculture
 1976.  Leaching of plastics
systems.  Aquaculture.  7:89-
Carroll JJ, Ells SJ, Oliver WS.  1979.   Influences  of
hardness constituents on the acute toxicity of cadmium
to brook trout (Salvelinus fontinalis)-.  Bull. Environm
Contam. Toxicol. 22:575-581.
Chandler JH, Sanders HO, Walsh DF.
chemical delivery apparatus for use
bioassays.  Bull. Environm. Contam.
12:(1):123-128.
                     1974.  An improved
                     in intermittent-flow
                     Toxicol.
Chandler JH, Partridge SK.  1975.  A solenoid-activated
chemical-metering apparatus for use in flow-through
toxicity tests.  Prog. fish. cult.  37(2):93-95.

Chew V. 1977.  Comparisons among treatment means in an
analysis of variance.  U.S. Dept. Agric. Research Report
ARS/H/6.  Agriculture Research Service. Hyattsville, Md.
Cox DR.  1958.
Inc.  New York.
 Planning of
  308 p.
 experiments.  Wiley and Son,
Crosby DG, Tucker RK, Aharonson NA.  1966.  The
detection of acute toxicity with Daphnia magna.
Fd. Cosmet. Toxicol.  4:503-514.

Darnell RM.  1958.  Food habits of fishes and larger
invertebrates of Lake Pontchartrain, Louisiana, an
estuarine community.  Publication of Inst. Marine
Science, University of Texas.  5:353-416.
                            54

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                                            Augus t,
                                       ES-8
                                       1982
DeFoe DL.  1975.  Multichannel toxicant injection system
for flow-through bioassays.  J. Fish. Res. Board Can.
32(4):544-546.

Doudoroff P, Anderson BG, Burdick GE, Galtsoff PS,  Hart
WB, Patrick R, Strong ER, Surber  EW, Van Horn WM.
1951.  Bio-assay methods for the  evaluation of acute
toxicity of industrial wastes to  fish.  Sewage and
Industrial Wastes. 23(11):1380-1397.

Doudoroff P, Shumway DL.  1970.   Dissolved oxygen
requirements of freshwater fishes.   FAO Fish. Tech.
Paper No. 86. FAO, Rome, Italy  291p.

Drummond RA, Daws on WF.  1970.  An  inexpensive method
for simulating diel patterns of lighting in the
laboratory.  Trans. Amer. Fish. Soc. 2:434-435.
Dunnett CW.
Association.
1955.   Journal
 50:1096-1121.
of the American Statistical
Dunnett CW.  1964.  Biometrics.  26:483-491.
Eaton JG.  1970.
bluegill (Lepomis
4:673-684.
     Chronic malathion toxicity to the
     macrochirus Rafinesque).  Water Res
Eaton JG, McKim JM, Holcombe GW.  1978.  Metal  toxicity
to embryos and larvae of seven freshwater fish  species
I-Cadmium.  Bull. Environm. Contain. Toxicol.  19:95-103.

EG & G Bionomics.  1979.  Methods for conducting early
life stage toxicity tests with fathead minnows
(Pimephales promelas). 8p.

Enviro Control, Inc.  1980.  Cost analysis methodology
and protocol estimates:  ecotoxicity standards.
Rockville, MD:  Enviro Control,  Inc., Borriston
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Fisher CA.  1958.
workers.  13th Ed.
York. 356 p.

Freeman RA.  1971.
chronic bioassay.
      Statistical methods for research
       Hafner Publishing Co., Inc. New
       A constant flow delivery device for
      Trans.  Amer.  Fish. Soc. 100:135-136.
                            55

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                                                     ES-8
                                             August,  1982
Garton RR.   1980.  A simple continuous-flow  toxicant
delivery system.  Water Research  14:227-230.

Goodman LR,  Hansen DJ, Couch JA,  Forester  J.   19
Gunter G.  1945.  Studies on marine  fishes of  Texas.
Publ. Inst.  Mar.  Sci.  University of  Texas.   1(2)  190p.

Hansen DJ, Schimmel SC.  1975.  An entire  life-cycle
bioassay using sheepshead minnows (Cyprinodon
variegatus).  Proposed Rules,  Federal  Register,
June 25, 1975.  40(123 ):26904-26905.

Hansen DJ, Parrish PR.  1977.   Suitability of  sheepshead
minnows (Cyprinodon variegatus) for  life-cycle  toxicity
tests.  Aquatic Toxicology and  Hazard  Evaluation.   ASTM
STP 634.   FL Mayer and JL Hamelink,  eds.,  American
Society for  Testing and Materials, pp.  117-126.

Hansen DJ, Goodman LR, Wilson  AJ.  1977.   Kepone:
chronic effects on embryo, fry, juvenile,  and  adult
sheepshead minnows (Cyprinodon  variegatus).   Chesapeake
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Hildebrand SF.  1917.  Notes on the  life history of the
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Hokanson KEF, McCormick JH, Jones BR,  Tucker  JH.
1973.  Thermal requirements for maturation, spawning,
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fontinalis.  J. Fish Res. Bd.  Can.   30(7):975-984.

Hunn JB, Schoettger RA, Whealdon  EW.   1968.
Observations on the handling and  maintenance  of bioassay
fish.  Prog. Fish Cult.  30:164-167.

Larson GL, Hutchins FE, Schlesinger  DA.  1977.  Acute
toxicity of  inorganic chloramines to  early life stages
of brook trout (Salvelinus fontinalis).  J. Fish.  Biol.
11:595-598.

Lemke AE, Brungs  WA, Halligan BJ.  1978.   Manual for
construction and  operation of  toxicity-testing
proportional diluters.  Environmental  Research
Laboratory, Duluth,  MN.  EPA 600/3-78-072.  69p.
                            56

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                                                     ES-8
                                            August,  1982
Lloyd R.  1978.  The use of the concentration-response
relationship in assessing acute fish toxicity data.
In:  Dickson KL, Maki AW, Cairns J.  eds.  Analyzing the
hazard evaluation process.  Proceedings  of the
Waterville Valley Workshop Aug.  14-18,  1978.  Water
Quality Section, American Fisheries Society.  1979.

Macek KJ, Sleight BH III.  1977.  Utility of toxicity
tests with embryos and fry of fish  in evaluating hazards
associated with the chronic toxicity of  chemicals  to
fishes.  Aq. Toxicol. and Hazard Eval. ,  ASTM STP 634,
Mayer FL and Hamelink JL, eds. ASTM pp.  146.

Manner HW, DeWese CM.  1974.  Early embryology of  the
fathead minnow Pimephales promelas  Rafinesque.
Anat. Rec. 180:99-110.

Martin DM.  1973.  Freshwater laboratory bioassays- a
tool in environmental decisions.  Contrib. Dep. Limnol.
Acad. Nat. Sciences. Phila., Pa.  3:51 pp.

Mauck WL, Mehrle PM, Mayer FL.  1978.  Effects of  the
polychlorinated biphenyl Aroclor 1254 on growth,
survival, and bone development in brook  trout
(Salvelinus fontinalis).  J. Fish.  Res.  Board Can.
35:1084-1088.

McAllister WA, Mauck WL, Mayer FL.  1972.  A simplified
device for metering chemicals in intermittent-flow
bioassays.  Trans.  Amer. Fish. Soc. 3:555-557.

McCormick JH, Syrett RF.  1970.  A  modular controlled-
temperature apparatus for fish eggs incubation and fry-
rearing.  U.S. Environmental Protection  Agency.
National Water Quality Laboratory Duluth, Minn. p. 1-18.

McCormick JH, Hokansen KEF, Jones BR.  1972.  Effects of
temperature on growth and survival  of young brook  trout,
Salvelinus fontinalis.  J. Fish. Res. Board Can.
29:1107-1112.

McKim JM, Benoit DA.  1971.  Effects of  long-term
exposures to copper on the survival, growth, and
reproduction of brook trout (Salvelinus  fontinalis)
J. Fish. Res. Bd. Can. 28(5):655-662.
                            57

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                                                     ES-3
                                             August,  1982
McKim JW, Arthur JW, Thorslund TW.   1975.   Toxicity  of  a
linear alkylate sulfonate detergent  to  larvae  of  four
species of freshwater fish.  Bull. Environm. Contam.
Toxicol.  14(l):l-7.

McKim JM.  1977.   Evaluation of  tests with  early  life
stages of fish for predicting long-term  toxicity.
J. Fish. Res. Board Can. 34:1148-1154.

McLeay DJ, Gordon MR.  1978.  Effect of  seasonal
photoperiod on acute toxic responses of  juvenile  rainbow
trout (Salmo gairdneri) to pulpmill effluent.
J.Fish. Res. Board Can. 35:1388-1392.

Mehrle PM, Mayer FL, Johnson WW.  1977.  Diet  quality  in
fish toxicology: effects on acute and chronic
toxicity.  Aq. toxicol. and Hazard Eval. ASTM  STP 634.
pp. 269-280.

Mount DI, Brungs WA.  1967.  A simplified dosing
apparatus for fish toxicology studies.
Water Research 1:21-29.

Mount DI, Stephan CE.  1967.  A method  for  establishing
acceptable toxicant limits for fite detergent  to  larvae
of four species of freshwater fish.  Bull.  Environm.
Contam. Toxicol.  14(1):l-7.

Mount DI.  1968.  Chronic toxicity of copper to fathead
minnows (Pimephales promelas Rafinesque). Water Res.
2:215-223.

Mount DI, Stephan CE.  1969.  Chronic toxicity of copper
to the fathead minnow (Pimephales promelas) in soft
water.  J. Fish. Res. Board Can. 26(9) : 2449-2457.

Mount DI.  1973.  Chronic effect of low  pH  on  fathead
minnow survival, growth and reproduction.
Water Research. 7:987-993.

Parrish PR,  Dyar EE, Lindberg MA, Shanika CM,  Enos JH.
1977.   Chronic toxicity of methoxychlor, malathion and
carbofuran to sheepshead minnows (Cypr inodon
variegatus).   EPA 600/3-77-059.   36 p.
                            58

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                                                     ES-8
                                            August,  1982
Penrose WR, Squires WR.  1976.  Two devices  for removing
supersaturating gases  in aquarium systems.   Trans. Am.
Fish. Soc.  1:116-118.

Pickering QH, Vigor WM.  1965.  Acute  toxicity of  zinc
to eggs and fry of the fathead minnow.
Prog. Fish. Cult.  27 ( 3 ): 153-157.

Pickering QH, Thatcher TO.  1970.  The chronic toxicity
of linear alkylate sulfonate  (LAS) to  Pimephales
promelas Rafinesque.  J. Water Polut.  Control Fed.
42:243-254.

Pickering QH, Cast MH.  1972.  Acute and  chronic  toxicty
of cadmium to the fathead minnow (Pimephales
promelas).  J. Fish.  Res. Board Can. 29(8):1099-1106.

Pickering QH.  1974.  Chronic toxicity of nickel  to the
fathead minnow.  J. Water Pollut. Control Fed. 46:760-
765.

Rucker RR, Hodgeboom  K.  1953.  Observations on gas-
bubble disease of fish.  Prog. Fish. Cult.  15:24-26.

Schimmel SC, Hansen DJ, Forester J.  1974.   Effects of
Aroclor 1254 on laboratory-reared embryos and fry  of
sheepshead minnows (Cyprinodon variegatus).
Trans. Amer. Fish. Soc. (3):582-586.

Schimmel SC, Hansen DJ.  1974.  Sheepshead  minnow
(Cyprinodon variegatus);  an  estuarine fish  suitable  for
chronic (entire life  cycle) bioassays.  Reprinted  from
the proceedings at the 28th Annual Conference of  the
Southeastern Association of Game and Fish Commissioners.
pp. 392-398.

Schimmel SC, Hansen DJ.  1975.  An automatic brine
shrimp feeder for aquatic biossays.  J. Fish. Res. Board
Can. 32(2):314-316.

Scott WB, Grossman EJ.  1973.  Freshwater fishes  of
Canada.  Fish. Res. Board Can. Bull. 184, pp. 480-483.

Simpson DG, Gunter G.  1956.  Notes on habitats,
systematic characters and life histories  of  Texas  salt
water Cyprinodontes.   Tulane  Stud. Zool.  4:115-134.
                            59

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                                                     ES-8
                                            August,  1982
Smith AD, Butler JR, Ozburn GW.   1977.  A pneumatic
dosing apparatus for flow-through bioassays.
Water Research. 11:347-349.

Smith HT, Schreck CB, Maughan OE.   1978.  Effect  of
population density and feeding rate on the fathead
minnow (Pimephales^ promelas).  J. Fish. Biol. 12:449-
455.

Smith LL, Broderius SJ, Oseid DM, Kimball GL, Koenst
WM.  1978.  Acute toxicity of hydrogen cyanide  to
freshwater fishes.  Arch. Environm. Contain. Toxicol.
7:325-337.

Sokal RR, Rohlf FJ.  1969.  Biometry.  W.H. Freeman and
Co. San Francisco, California.  776 p.

Spehar RL, Veith GD, Defoe DL, Bergstedt BA.  1977.  A
rapid assessment of the toxiciy of three chlorinated
cyclodiene insecticide intermediates  to fathead
minnows.   EPA 600/3-77-099.  30p.

Sprague JB.  1969.  Measurement of pollutant toxicity to
fish. I.  Bioassay methods for acute toxicity.
Water Research.  3:793-821.

Syrett RF, Dawson WF.  1972.  An inexpensive electronic
relay for precise water-temperature control.
Prog. Fish.  Cult. 34:241-242.

Thatcher TO, Schneider MJ, Wolf EG.   1976.  Bioassays on
the combined effects of chlorine, heavy metals  and
temperature on fishes and fish food organisms.  Part
I.  Effects of chlorine and temperature on juvenile
brook trout (Salvelinus fontinalis).  Bull. Environ.
Contam. Toxicol. 15(l):40-48.

Tucker RK, Leitzke JS.   1979.  Comparative toxicology of
insecticides for vertebrate wildlife  and fish.
Pharmac.  Ther.  6:167-220.

Union Carbide-Environmental Services.  1979.
Recommended bioassay procedures for fathead minnow
Pimephales promelas Rafinesque, Embryo-Larval Test.
                            60

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                                                     ES-8
                                            August,  1982
USEPA.  1972(a).  U.S. Environmental Protection
Agency.  ERl-Duluth (Formerly National Water Quality
Laboratory).  Recommended bioassay procedure for fathead
minnow Pimephales promelas (Rafinesque) chronic tests.
13p.

USEPA   1972(b)  U.S. Environmental Protection Agency.
ERl-Duluth  (Formerly National Water Quality Laboratory).
Recommended bioassay procedure for brook trout
Salvelinus  fontinalis (Mitchill) partial chronic tests.
12 p.

USEPA.  1973.  U.S. Environmental Protection Agency.
Water quality criteria.  EPA-R3.73.033 p. 172-193
National Academy of Sciences- National Academy of
Engineering. Ecological Research Series.

USEPA.  1975.  U.S. Environmental Protection Agency.
Committee on Methods for Toxicity Test with Aquatic
Organisms.  Methods for acute toxicity tests with  fish,
macroinvertebrates and amphibians.
EPA-660/3-75-009.  67 p.

USEPA.  1978.  U.S. Environmental Protection Agency.
Bioassay procedures for the ocean disposal permit
program.  EPA-660/9-76-010 (ERL-Gulf Breeze)  121p.
Chronic bioassay using sheepshead minnows (Cyprinodon
variegatus ) .

USEPA.  1979.  U.S. Environmental Protection Agency.
Toxic substances control.  Discussion of premanufacture
testing policy and technical issues; request for
comment.  Fed. Regist. March 16, 1979,  44  16240-16292.

USEPA.  1980(a)  U.S. Environmental Protection Agency.
Office of Pesticide Programs.  Cost analysis:
guidelines  for registering pesticides in the United
States, Subpart  E.  Draft, May 1980.

USEPA.  1980(b)  U.S. Environmental Protection Agency.
Office of Pesticide Programs.  Guidelines for
registering pesticides in the United States.  Subpart
E.  Hazard  evaluation:  wildlife and aquatic
organisms.  Draft, November 1980.
                            61

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Ward GS, Rigby RA, Parrish PR. 1980.  Early life stage
test with a saltwater fish:  effects of eight chemicals
on survival, growth and development of sheepshead
minnows (Cypr inodon variegatus).  Prepublication
manuscript.

Wickham DA, Gagle JB, High tower F.  1971.  Apparatus for
controlling ambient light cycles in experimental
environments.  Trans. Amer. Fish. Soc.  100(1):128-136.

Williams DA.  1971.  Biometrics. 27:103-117.

William DA.  1972.  Biometrics, 28:519-532.
                            62

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                                    EG-12
                                    August,  1982
SEED GERMINATION/ROOT ELOGATION TOXICITY TEST
          OFFICE OF TOXIC  SUBSTANCES
  OFFICE OF  PESTICIDES AND TOXIC  SUBSTANCES
     U.S.  ENVIRONMENTAL  PROTECTION AGENCY
            WASHINGTON,  D.C.  20460

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Office of Toxic Substances                                 EG-12
Guideline for Testing Chemicals                     August,  1982


              SEED GERMINATION/ROOT  ELONGATION  TEST
    (a)  Purpose.  The guideline in this section  is  intended  for

use in developing data on the acute toxicity  of chemical

substances and mixtures  ("chemicals") subject  to  environmental

effects test regulations under  the Toxic Substances  Control Act

(TSCA) (PUB.L. 94-469, 90 Stat. 2003, 15 U.S.C. 2601  et seg.).

This guideline prescribes test  procedures  and  conditions  using

seed of commercially  important  terrestrial plants  to  develop  data

on the phytotoxicity  of  chemicals.  The United States

Environmental Protection Agency (USEPA) will  use  data  from these

tests  in assessing the hazard of a chemical  to the environment.

    (b)  Definitions.  The definitions in  Section 3  of the Toxic

Substances Control Act (TSCA) and the definitions  in Part 792—

Good Laboratory Practice Standards apply to  this  test

guideline.  The following definitions also apply  to  this

gu ideline:

    (1)  "ECX" means  the experimentally derived chemical

concentration that is calculated to effect X  percent  of the test

criterion.

    (2)  "Embryo" means  the young sporophytic  plant  before  the

start  of germination.

    (3)  "Germination" means the resumption  of active  growth  by

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                                                           EG-12
                                                   August,  1982
an embryo.  The primary root should attain a length of  5mm  for

the seed to be counted as having germinated.

    (4)  "Hypocotyl" means that portion of the axis of  an embryo

or seedling situated between the cotyledons (seed  leaves) and  the

radicle.

    (5)  "Radicle" means that portion of the plant embryo which

develops into the primary root.

    (6)  "Test solution" means the test chemical and  the dilution

water in which the test chemical is dissolved or suspended.

    (c)  Test procedures — (1)  Summary of the test.   (i)  Seed

should be separated into appropriate size classes, and  that size

class containing the most seed used exclusively for the test.

Fresh test solutions should be added to petri dishes  that have

been completely filled with either precleaned quartz  sand,  200

micron glass beads, or other inert material.  The seed  should

then be positioned on the substrate allowing adequate roan  for

anticipated growth.  It is recommended that the radicle end of

the seed be aligned in the direction of this growth.   Petri dish

lids should be used to hold the seed in place, and the  dishes

sealed with tape.  For those chemicals that are insoluble in

water and that should be sorbed to the substrate,  deionized or

glass-distilled water should be added to the substrate  prior  to

positioning the seed.

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                                                          EG-12
                                                   August, 1982
    (ii)  The dishes should be placed in a seed germinator or

other growth facility at a slight angle to facilitate linear root

growth.  Seed should be incubated in the dark until at least 65

percent of the control seed have germinated and developed roots

that are at least 20 mm long.

    (iii)  The number of seed that germinate should be counted,

and root lengths measured.  Concentration response curves, EC

10's, and EC 50's for seed germination and root elongation should

be determined and reported for each of the species tested.

    (2)  Chemical application.   (i)  Test chemicals that are

soluble in water should be dissolved in deionized or glass

distilled water and added to the substrate in the petri dishes at

the start of the test.

    (ii)  Test chemicals that are insoluble in water but which

can be placed in aqueous suspension with a carrier should be

suspended in deionized or glass-distilled water with the carrier

and then added to the petri dishes.  The carrier should be

soluble in water, relatively non-toxic to plants, and should be

used in the minimum amount required to dissolve or suspend the

test chemical.  There are no preferred carriers; however,

acetone, gum arabic, polyethylene glycol, ethanol and others have

extensively been used in testing herbicides, plant growth

regulators, fungicides, and other chemicals that affect plants.

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                                                          EG-12
                                                   August, 1982
Tests of the carrier effect should be included in the test

experimental design and conducted simultaneously as controls.

    (iii)  Water-insoluble chemicals for which no non-toxic

water-soluble carrier is available, should be dissolved in an

appropriate volatile solvent.  The solution and substrate should

be placed in a rotary vacuum apparatus, and evaporated, leaving a

uniform coating of test chemical on the substrate.  A weighed

portion of the substrate should be extracted with the same

organic solvent and the chemical assayed before the containers

are filled.  Solvent controls should be included in the

experimental design and tested simultaneously.  Deionized or

glass distilled water should be added to the treated substrate

prior to positioning the seed on the substrate.

    (3)  Range-Finding Test.  (i)  A range-finding test should be

conducted to establish (A) if definitive tejting is necessary and

(B) test solution concentrations for the definitive test.

    (ii)  The seed should be exposed to a chemical concentration

series (e.g., 0.01, 0.1, 1.0, 10, 100, and 1,000 mg/1).  The

lowest concentration in the series, exclusive of controls, should

be at the chemical's detection limit.  The upper concentration,

for water soluble compounds, should be the saturation

concentration.

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                                                           EG-12
                                                   August,  1982
    (iii)  The test consists of one run for each of the

recommended plant species or selected alternates.  A minimum  of

15 seed per species should be exposed to each chemical

concentration and control.  The test period may be ended when at

least 65 percent of the control seed have germinated and

developed roots that are at least 20 mm long.  The exposure

period may be shortened if data suitable to establish the  test

solution concentration series for the definitive test can  be

obtained in less time and if the definitive test is to be

conducted.  No replicates are required; and nominal

concentrations of the chemical are acceptable unless definitive

testing is not required as specified below.

    ( iv)  Definitive testing is not necessary if the highest

chemical concentration tested results in less than a 50 percent

inhibition of germination or reduction in root growth or if the

lowest concentration tested (analytical detection limit) results

in greater than a 50 percent inhibition of germination or

reduction in growth.

    (v)  Graphical analysis of the range-finding data facilitates

selection of chemical concentrations for the definitive test.

    (4)  Definitive test.  (i)  The purpose of the definitive

test is to determine the concentration-response curves, the EC

10's, and EC 50's for seed germination and root elongation for

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                                                           EG-12
                                                   August,  1982
each species tested, with the minimum amount of testing beyond

the range-finding test.

    (ii)  The seed of each species tested should be exposed  to  at

least 6 concentrations of the chemical chosen in a geometric

series  in which the ratio is between 1.5 and 2.0 (e.g.,

2,4,8,16,32 and 64 mg/1).  The concentration ranges should be

selected to determine the concentration response curves between

the EC  10 and EC 50 for both germination and root elongation.

Test solutions or substrate extracts should be analyzed to

determine chemical concentration prior to use.  Selection of seed

from the size class lot to be exposed to each test concentration

should  be unbiased.

    (iii)  At least three replicates, each with at least 10 seed

per species should be tested for each concentration and control.

    (iv)  Every test should include controls consisting of the

same dilution water, conditions, procedures and seed from the

same lot used in the exposure group, except that none of the

chemical is added.  If a carrier (solvent) is needed to suspend

or disperse the chemical, a separate carrier control should also

be used.

    (v)  The test period may be ended when at least 65 percent  of

the control seed have germinated and developed roots that are at

least 20 mm long.  When both conditions are satisfied, the mean

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                                                          EG-12
                                                   August, 1982
number of seed germinating and mean root length per treatment

(and control) can be determined.  If the test chemical

concentration series does not bracket the EC10 through EC50 for

both germination and root elongation, the test should be repeated

(at a higher or lower concentration series).  Concentration

response curves, EClO's and ECSO's for germination and root

elongation should be determined for eace species tested and

reported along with their 95 percent confidence limits.

    (vi)  Any abnormal seedling development or appearance such as

lesions, enhanced root growth (measured), discoloration,

swelling, loss of turgor, etc., should also be reported.

    (vii)  A randomized complete block design is recommended for

the definitive test with blocks delineated within the seed

germinator or growth chamber.  If, for any reason, blocking is

not feasible  total randomization within chambers is acceptable.

    (viii)  Temperature in the germination facility should be

recorded hourly.  The pH of the test solutions should be recorded

at the  initiation of the definitive test.

    (5)   [Reserved]

    (6)  Analytical measurements — (i)  Test chemical.  Stock

solutions should be diluted with glass distilled or deionized

water to obtain the test solutions.  Standard analytical methods,

if available, should be used to establish concentrations of these

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                                                          EG-12
                                                   August, 1982
solutions and should be validated before beginning the test.  An

analytical method is not acceptable if likely degradation

products of the chemical, such as hydrolysis and oxidation

products, give positive or negative interference.  The pH of

these solutions should also be measured prior to use.

    (ii)  Numerical.  The number of seeds that germinate shall be

counted and root lengths measured for each definitive test

species.  All root elongation measurements for a given species

should be made sequentially before proceeding to the next

species.  Root length should be measured from the transition

point between the hypocotyl and root to the tip of the root.

Means and standard deviations should be calculated and plotted

for each treatment and control.  Appropriate statistical analyses

should provide a goodness-of-fit determination for the

concentration response curves.

    (d)  Test conditions—(1)  Test species.  (i)  Test plants

recommended for use include:

    Lycopers icon esculentum  (toma to)

    Cucumis sativus (cucumber)

    Lactuca sativa  (lettuce)

    Glycine max (soybean)

    Brassica oleracea (cabbage)

    Avena sativa (oat)

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                                                           EG-12
                                                   August,  1982
    Lolium perenne (perennial ryegrass)

    Allium cepa (common onion)
    Daucus carota (carrot)
    Zea mays (corn)

    (ii)  Other species of economic or ecological  importance  to

the region of impact, may also be appropriate for  testing.  A

minimum of ten species should be tested.

    (iii)  Information on seed lot, the seed year  or growing

season collected, and germination percentage should be provided

by the supplier of the seed.  Only untreated seed  (not treated

with fungicides, repellants, etc.) taken from the  same lot, and

year or season of collection should be used in a given test.   In

addition, all seed of a species used in a test should be  from the

size class which contains the most seed.  Damaged  seed should be

discarded.  Standard seed dockage sieves should be used to size

seed.

    (2)  Facilities — (i)  Apparatus.  (A)  A seed  germinator, or

other controlled environment chamber capable of maintaining a

uniform testing temperature of 25 ± 1°C is required.  In

addition, the facilities should include work areas for sizing,

counting, and exposing seed for root measurement.  If possible,

these areas should be isolated from other activities.  A  fume
hood may be needed when testing substances potentially hazardous

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                                                          EG-12
                                                   August, 1982
to human health.  Apparatus for distilling and deionizing water

are needed unless reagent grade water is used.  Refrigeration

facilities to hold the seed in cold storage (5°C) in moisture-

proof containers at seed moisture contents of less than 10

percent are also needed.

    (B)  Disposal facilities should be adequate to accomodate

spent glassware, sand, beads, and test solutions at the end of

each run and any bench covering, lab clothing, or other

contaminated materials.

    (ii)  Containers and support media.  A minimum of 210 petri

dishes and sufficient sand or glass beads, or other inert

substrate to fill them are needed.  Large (200 mm) glass petri

dishes are recommended.  Perlite, vermiculite, or native soils,

should not be used as substrates.

    (iii)  Cleaning and sterilization.  (A)  All glassware and

the substrate should be cleaned following standard good

laboratory practice before each test.   The substrate should be

washed in half strength concentrated nitric acid and rinsed with

a mild base followed by washes of glass-distilled or deionized

water.  The pH of the washed substrate should be near neutral.

If the glass beads are to be reused, they should be heated to

100°C for 8-12 hours prior to acid washing.  A dichromate

solution should not be used for cleaning beads or petri dishes.


                                10

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                                                          EG-12
                                                   August, 1982
The sand and plastic petri dishes should not be reused.

    (3)  If fungal or other microbial contamination interferes

with seed germination such that germination is less than 65

percent in the controls, glassware should be sterilized and/or

the seed surface sterilized prior to use, e.g., the seed may be

soaked for 10 minutes in a 10 percent sodium hypochlorite

solution, then rinsed and soaked for one hour in glass-distilled

water.

    (3)  Test parameters.  Environmental conditions should be

controlled to maintain incubation temperature at 25± 1°C in

complete darkness.  If species other than the ten recommended for

use are tested, incubation conditions may have to be adjusted to

meet germination and root length criteria in the controls.

    (e)  Reporting.  The sponsor should submit to the USEPA all

data developed during the test that are suggestive or predictive

of phytotoxicity.  In addition to the general reporting

requirements prescribed in Part 792--Good Laboratory Practice

Standards, the following should be reported:

    (1)  Information on the source and history of the seed,

germination percentage reported by the supplier, and the seed

size class used for testing.
                                11

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                                                          EG-12
                                                   August, 1982
    (2)  The number of seed of each species per treatment, the

number of replicates, carriers, incubation conditions, and seed

sterilization procedures.

    (3)  The concentration of the chemical added to each

treatment dish and its pH (pH is optional).

    (4)  If the range-finding test showed that the highest

concentration of the chemical tested (not less than 1,000 mg/1)

had no effect on the test species, report the results by species

and concentration and a statement that the chemical is of minimum

phytotoxic concern.

    (5)  If the range-finding test showed greater than 50 percent

inhibition of germination or root elongation at a test

concentration at the analytical detection limit, the results by

species and concentration and a statement that the chemical is

phytotoxic below the analytical detection limit.

    (6)  For each species included in,the definitive test, means

and standard deviations for germination and root length in each

treatment.  In addition, concentration response curves with 95

percent confidence limits delineated, goodness-of-fit

determination, and EClO's and ECSO's identified.

    (7)  Methods and data records of all chemical and numerical

analyses including method validation and reagent blanks.

    (8)  The data records of the incubation temperature.

germination counts, and root length measurements.


                                12

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                                     ES-9
                                     August, 1982
          TECHNICAL SUPPORT DOCUMENT

                       FOR

SEED GERMINATION/ROOT ELONGATION TOXICITY TEST
          OFFICE  OF  TOXIC SUBSTANCES
   OFFICE OF PESTICIDES AND TOXIC  SUBSTANCES
     U.S. ENVIRONMENTAL PROTECTION AGENCY
            WASHINGTON, D.C.  20460

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                      TABLE  OF  CONTENTS

      Subject                                           Page
I.     Purpose                                             1
II.    Scientific Aspects                                  1
      General                                             1
      Test Procedures                                     5
      Chemical Application                                5
      Range-Finding Test                                  5
      Definitive Test                                     6
      Analytical Measurements                             8
      Test Conditions                                     10
      Test Species                                        10
      Selection                                           10
      Facilities                                          13
      Apparatus                                           13
      Containers and Support Substrate                    14
      Cleaning and Sterilization                          15
      Environmental Conditions                             15
      Reporting                                           17
III.   Economic Aspects                                    17
IV.    References                                          19

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Office of Toxic Substances                               ES-9
                                                August,  1982

             TECHNICAL SUPPORT DOCUMENT FOR SEED
          GERMINATION/ROOT ELONGATION TOXICITY TEST
I.  Purpose
    The purpose of this document is to provide  the
scientific background and rationale used in the development
of Test Guideline EG-12 which uses the seeds of various
plant species to evaluate the toxicity of chemical
substances on seed germination/root elongation.  The
Document provides an account of the scientific  evidence and
an explanation of the logic used in the selection of  the
test methodology, procedures and conditions prescribed in
the Test Guideline.  Technical issues and practical
considerations are discussed.  In addition, estimates of the
cost of conducting the test are provided.
II.  Scientific Aspects
    A.  General
    Chemicals may influence seedling vigor, a characteristic
of increasing importance with increased mechanization in
agriculture.  Some crop plants (e.g., lettuce) with intense
culture practices require high germination rates and
vigorous growth.  A single seed should germinate and
establish a plant (planting to stand), and all plants should
reach maturity simultaneously for once-over machine
harvesting (Pollock and Roos 1972).  Seedling establishment
in forests also depends on vigorous root growth to survive
environmental stresses and competition with other plants for
light, water, and nutrients.  In general, chemicals that
reduce or delay germination and retard maturity of crops
typically result in economic loss.

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                                                         ES-9
                                                August,  1982
    In agricultural land with other stresses (e.g., drought,
salinity), the additional presence of chemicals which  are
toxic may be the limiting factor for production of crops on
that land.  In addition, chemicals may enter human food
chains through processes associated with soil/plant inter-
actions, uptake, translocation, and accumulation  in food and
forage crops.   In natural systems, affected species are less
competitive and with selection for tolerant species result
in altered species diversity, density, and frequency of
occurrence.
Toxic substances may also cause widely varying and
significant effects on plant community dynamics.  Many
chemicals affect plants selectively, with some species
sensitive to and others tolerant of the s ame chemical and
dose.  This selectivity may directly affect the successional
replacement of one plant species by another, either by
hastening the departure of an early successional species or
by inhibiting the establishment of a later- stage
successional species (Whittaker 1970).  Succession also may
be indirectly affected by inhibition of soil organisms.
Toxic materials may produce high species diversity in some
communities while reducing diversity in others (Brown
1978).  Where plant growth and soil organisms are completely
inhibited, soil degradation, instability, and eventually
erosion, may result.
    Seed germination and root elongation were selected to
measure phytotoxicity for the following reasons:
    o    Seed germination is a critical stage in plant
         development.  It marks the transfer from a period
         of dormancy to one of active growth and high

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                                                     ES-9
                                            August,  1982
o    metabolic activity.  This process involves rapid
     cell division, expansion, and formation of the
     essential structures of a normal plant (Berlyn
     1972).
o    Phytotoxicity, as demonstrated by the inhibition of
     seed germination and root elongation, has been used
     in determining selective toxicities of herbicides
     (Behrens 1970, Horowitz 1976, Santelmann 1972),
     screening plants for heavy metal tolerances (Imai
     and Siegel 1973, Konzak et al. 1976, Siegel 1977,
     Whalley et al. 1974, Wilkins 1957), determining
     salinity tolerance (Durrant et al.  1974,  Neiman and
     Poulsen 1971), evaluating chemicals for toxic
     effects (Hikino 1978, Rubinstein et. al.  1975), and
     studying allelopathic substances (Asplund 1969,
     Bode 1958, Garb 1961, Muller 1965).
o    Seed germination and root elongation show a
     reproducible response in proportion to the chemical
     concentration tested.  In the literature pertaining
     to herbicide, heavy metal, and toxic chemical
     effects on plants, root elongation  appears to give
     a more sensitive response than does seed
     germination and is the preferred test endpoint.
     Few herbicidal bioassays are based  solely on  the
     lethal concentration required to inhibit seed
     germination.   More often, bioassays are  based on
     sublethal concentrations that inhibit root elonga-
     tion in which the response is dose-related
     (Horowitz 1976).  The basis for root elongation
     tests  can be  seen in specific herbicidal  studies.

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                                                     ES-9
                                             August,  1982
o    or example, the effects of pic.loram on germination
     and root elongation  in safflower, radish,  and
     barley were compared by Chang and Foy  (1971).
     Germination was inhibited at 10,-M  whilefiroot
     elongation was inhibited at 10    or 10
     Similarly, the concentrations of potassium
     dichromate required  to inhibit germination by 10,0
     percent ancUSLO percent of control were 5 x 10
     and 1 x 10    , respectively; while a concentration
              -5M
     of 5 x 10    showed  a distinct inhibition  of root
     elongation (Mukherji and Roy 1977).
o    The test measures the inhibition of seed
     germination and the stimulation or inhibition of
     root growth.  Both are easily observed or
     measured.  In some situations it may not be clear
     whether germination  or root elongation is
     inhibited, since the exact stage at which
     germination ends and growth begins is difficult to
     define.  Some definitions of germination include
     the protrusion of the embryo through the seed
     coat.  For the purpose of this guideline, seeds
     with at least a 5 mm protrusion of the embryo are
     counted as germinated.  Requiring this growth
     allows consistent identification of successful
     germination.  The slanted substrate technique, by
     enhancing linear root growth, facilitates  root
     measurement.
o    The test method is relatively rapid, simple,  and
     inexpens ive.

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                                                         ES-9
                                                 August,  1982
    B.  Test Procedures
         1.  Chemical Application
    Chemicals have different physical and chemical
properties which will influence the mode of application.
Water-soluble chemicals will not present a problem  but  other
chemicals will require different approaches.   In this
section we have attempted to provide general guidance by
suggesting some approaches that have been used successfully
in the past.  There is a need for expert scientific
judgement in the choice of solvent.  The Agency recognizes
the need to maintain flexibility, yet ensure that any
effects are due to the test chemical and not the carrier.
The suggested use of carrier controls to distinguish between
test chemical and carrier effects is considered a standard
laboratory practice.
         2.  Range-Find ing Test
    It is recommended that a range-finding test be  conducted
prior to the definitive test in those instances where no
information is available on the phytotoxicity  of the test
chemical.  This approach should reduce the risk of using an
inappropriate concentration series in the definitive test.
Under certain circumstances the range-finding  test may
preclude the need to conduct the definitive test.   In order
to minimize the cost and time required to obtain the
requisite data, nominal concentrations are permitted, test
duration may be shortened, replicates are not  required, and
other test procedures and conditions are relaxed.
    If test results indicate that the chemical is non-toxic
or very toxic to plants and if definitive testing is not
conducted, it is necessary to ascertain that at least 65

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                                                         ES-9
                                                August,  1982
percent of the control seed have germinated, the control
root lengths have reached 2.0mra, and that the test was
conducted at the specified incubation temperature.  These
verifications establish that the seed tested were viable and
that the test was properly conducted.
    In some situations there may be enough information
available on toxicity to select the appropriate
concentrations without a range-finding test.  The range-
finding test (or other available information) needs to be
accurate enough to ensure that concentration levels in the
definitive test are spaced above and below the EC10 and EC50
values for germination and root elongation.  If the chemical
has no measurable effect at the saturation concentration (at
least 1000 mg/1), it is considered relatively non-toxic to
seed germination/root elongation, and definitive testing for
effects on these processes is deemed unnecessary.  In all
cases, the range-finding test is conducted to reduce the
expense involved with having to repeat a definitive test
because of inappropriate test chemical concentrations.
         3.  Definitive Test
    The specific requirements of the definitive test are the
analytical determinations of chemical concentrations,  the
unbiased selection of seed for each treatment,  the use of
controls, the assessment of test validity, and  the
recording, analysis, and presentation of  data.   These
requirements assure that the chemical concentration - plant
response relationship is accurately known, that chemical
effects are not confounded by differential seed vigor, and
that the relationships are clearly presented.  Reporting the
occurrence of such abnormal effects as  lesions,

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                                                         ES-9
                                                August,  1982
discoloration, or lack of turgor provides qualitative  data
that further assist the assessment of phytotoxicity.
    The purpose of the definitive test is to determine  the
EC10, EC50, and concentration-response curves for seed
germination and root elongation for each species tested  with
a minimum of testing beyond the range-finding test.   It  is
probable that each of the species tested may have a
different response curve for a given chemical based on  the
range-finding test and that more than six concentrations of
a test substance in a geometric series may be needed  to
properly describe the dose-response relationships for all
species being tested.  By testing a minimum of six
concentrations in a series per species, partial effects
(lack of germination and/or reduced root length) will be
probable and the dose response relationship will be better
defined.  The slope and shape of the dose-response curve
will allow estimation of the effects of lower concentrations
on the test plants.
    The primary observations - number of seed per species
per chemical dose which germinate, measurement of root
growth, and determination of the actual chemical
concentrations employed in the definitive test - are all
needed to accurately describe the dose response curve from
which the EC10 and EC50 are calculated.
    The recommended experimental design is the randomized
complete block.  As discussed by Hammer and Urquhart (1979),
it is essential that the investigator randomly assign petri
dishes to treatments to assure that each sample of seed has
the same chance of receiving any of the treatments (exposure
level of test chemical).  To account for variation within

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                                                         ES-9
                                                August,  1982
the germination chamber and to increase the sensitivity  for
detecting treatment differences, small square blocks should
be delineated in the germination chamber with randomization
of treatments within blocks.  Replication should occur over
chambers (of the same type) as, in many cases, a within-
chamber estimate of residual variance badly underestimates
the between-chamber estimate (Hammer and Urquhart 1979).
This means that differences between chambers are often
greater than differences in growth and environmental
conditions within chambers.  In the event that blocking
within chambers is impossible,  total randomization is
acceptable.
    In order to substantiate that temperature was maintained
within specified limits, it will be necessary to measure and
record temperature throughout the test.  Requisite
instrumentation is readily available, easy to maintain, and
should not increase complexity or costs of the test.
Temperatures should be recorded hourly to prevent any severe
fluctuations that might affect growth processes and/or
chemical uptake.
         4.  An al y t ic al Me as ur erne n ts
    The actual chemical concentration used in the definitive
test should be determined with the best available analytical
precision.  Analysis of stock solutions and test solutions
just prior to use will minimize problems with storage (e.g.,
formation of degradation products, adsorption,
transformation, etc.).  Nominal concentra-tions are not
adequate for the purposes of the definitive tests.   If
definitive testing is not required because the chemical
elicits an insufficient response at the 1000 mg/1 level in

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                                                         ES-9
                                                 August,  1982
the range-finding test, the concentration  of  chemical  in the
test solution should be determined  to  confirm the  actual
exposure level.
    The pH of the test solution should be  measured  prior to
testing to determine it if lies outside of the species'
optimal range.  While it  is recognized that seeds  of crop
plants germinate over a broad range of  hydrogen-ion
concentrations and typically exhibit a pH  optima for
germination, this test guideline does  not  include pH
adjustment for the following reasons:  the  use of acid  or
base to adjust pH may chemically alter  the test chemical
making it more or less toxic; the amount of acid or base
needed to adjust the pH may vary from  one  test solution
concentration to the next, and the  effect  the test  chemical
has on pH may indirectly affect the growth and development
of the test plant.  Therefore, the  pH  of each test  solution
should be determined and compared with  the acceptable  range
for growth and development of the test species.
    To reduce variability resulting from continual  root
elongation during the measurement period,  it  is recommended
that measurements be made sequentially  (by concentration)
within a given species.
    The data obtained in bioassays  are  usually expressed  as
standard response curves in which growth response of the
test species is plotted against the concentration of the
test chemical.  The manner of expressing plant response
varies considerably.  For this guideline, plant growth
responses are expressed as direct measurements of number of
seed that germinate and root growth.   The statistical
analysis (goodness-of-fit determination) facilitates

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                                                         ES-9
                                                August,  1982
accurate calculations of EC10 and EC50 as well as providing
confidence limits for the concentration- response curves.
    C.  Test Conditions
         1.  Test Species
              a.  Selection
    The ten terrestrial plant species recommended for  the
seed germination/root elongation, early seedling growth, and
plant uptake test guidelines are as follows:

         Lycopersicon esculentum (tomato)
         Cucumis sativus (cucumber)
         Lactuca sativa (lettuce)
         Glycine max (soybean)
         Brassica oleracea (cabbage)
         Avena sativa (oat)
         Lolium perenne (perennial ryegrass)
         Allium cepa (common onion)
         Daucus carota (carrot)
         Zea mays (corn)

    In addition, other species of economic or ecological
importance to the region of impact may also be tested in
lieu of these species.
    These ten species have been selected for the following
reasons:

    o    As food, forage, or ornamentals, they are
         economically important and constitute major cash
         crops .
                                10

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                                                ES-9
                                       August,  1982
Their distribution, abundance, and taxonomic
representation suggest broad coverage of the plant
kingdom.
They are also specified for phytotoxicity testing
of pesticides (Subpart J, Pesticide Registration
Guidelines).  Additional justification for
selection of these test species is provided in
these guidelines (see FR 45(214): 72948-72978).
They are sensitive to many toxic compounds and have
been used to some degree in previous bioassays.
Their use in herbicidal bioassays, heavy metal
screening, salinity and mineral stress tests, and
allelopathic studies indicates a sensitivity to a
wide variety of stressors (Guenzi and McCalla 1966,
Geronimo et al. 1973, Puerner and Seigel 1972,
Wiedman and Appleby 1972, Reynolds 1978, Chang and
Foy 1971).
They are compatible with the environmental growth
conditions and time constraints of the test
method.  Seed from the selected species germinate
quickly and easily.  Root growth is rapid and
uniform.  The seed contain no natural inhibitors
and require no special pretreatment to germinate
(such as soaking, chilling, prewashing, light, or
scarification).  Seed size is compatible with the
test system; large enough to be easily manipulated
with forceps but not so large to be space limiting
in the petri dishes.  All the seed grow rapidly
under the prescribed environmental conditions and
most have measurable root lengths within a one week
period.
                       11

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                                                         E3-9
                                                 August,  1982
    Other species may be substituted for any or  all  of  these
ten species when appropriate.  For example, forest  or desert
species may constitute the population at greatest risk.   If
so, those of most value to man or of ecological  dominance to
the affected ecosystem should be selected.  The  rationale
for selection of alternative species should be discussed
with the Agency and/or supported in the report of findings.
    No single plant will always be the most or least
sensitive to all chemicals which may be tested.  The use  of
different types of plants ensures that variations in plant
response will be evident.  In a seedling growth  test,  Hikino
(1978) used concentrations of 0.01 to 1,000 ppm  for  eight
chemicals.  Rice, turnip, and soybean seed were  placed  in
petri dishes with test chemical and agar medium  and
incubated in the dark.  Root and shoot.development were
measured each day and at the end of the test period.   Six of
the eight chemicals inhibited root growth at 100 or  1,000
ppm for each species.  The other two chemicals inhibited
root growth in at least one of the species.  It  is important
to note that none of the three species tested was
consistently the "most sensitive".  These results further
support the requirements of testing several species.
    The definitive test requires that seed of the same size
class be used throughout the test.  Germination  rate and
percentage, seedling vigor, initial growth rate, and
sensitivity to chemical stress are related to seed size.
For example, Anderson (1969) found a significant correlation
between soybean seed size and sensivitity to the herbicide
atrazine, with the smaller seed  being more sensitive than
the larger seed.  Also, the larger or heavier the seed, the
                                12

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                                                         ES-9
                                                August,  1982

greater the percent germination and the more vigorous  the
seedling (Pollock and Roos 1972, Smith et al. 1973,  Sharpies
1970, Whalley et al. 1966, Carleton and Cooper 1972).  The
differential response to chemical stress suggests  that seed
of the smallest size class be used for testing to  take
advantage of the increased sensitivity.  However,  as use of
seed from the smallest size class carries with it  a
reduction in viability and a probable increase in
variability, it is recommended that larger seed be used.  By
selecting seed from the size class containing the  most seed,
assurance is provided that sufficient seed are available for
testing, that the percent viability is sufficiently  high for
valid testing, and that seed sensitivity to the test
chemical is representative of the species.
    Information provided by the seed supplier provides
additional assurance that the seed are viable.  Use  of seed
produced during one growing season minimizes problems
associated with differential viability between lots.   By
using untreated seed, possibilities of confounding test
results with fungicides, repellants, etc., are eliminated.
         2.  Facilities
              a.  Apparatus
    The test requires a germination chamber or temperature-
controlled enclosure capable of maintaining a uniform
temperature of 25° ± i°c.  Other facilities typically  needed
for conducting seed germination/root elongation tests
include standard laboratory glassware, petri dishes, work
areas to clean and prepare equipment and to measure chemical
concentrations and plant responses, refrigeration  to hold
the seed until needed for testing, and proper disposal
                                13

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                                                         ES-9
                                                 August,  1982
facilities.  Without these facilities, the testing  cannot  be
adequately conducted.
              b.  Containers and Support Substrate
    Petri dishes should be composed of inert materials  such
as borosilicate glass in order to minimize reaction  of  the
test chemical and/or carrier with the container.  The  growth
support substrate should also be composed of inert  material
for these same reasons.  Quartz sand and glass beads are
suitable inert materials and minimally sorb substances,
ensuring that the chemical will be maximally available  to
the inbibing seed and developing embryo.  The chemical  would
not be as readily available if it were sorbed to  the
substrate or container.  Sand or glass beads are  used,
rather than vermiculite, perlite, or soil, to avoid
complications associated with variable physical and  chemical
properties and microbial populations indigenous to  native
soils.  Native soils are undesirable because of the  varying
clay, sand, and humus components, the types and proportions
of which vary within the same soil type.  Microbial
populations also vary between soil types.  These  variables
alter moisture-holding capacity, chemical-binding capacity,
aeration, and nutrient and trace element content  (Audus
1964, Beetsman et al. 1969, Beall and Nash 1969).   In
addition to the variations in these physical factors,  there
will also be variation in such chemical properties as pH and
red ox potential.  Because of the impossibility of
controlling physical and chemical properties of native
soils, inert material is required to support the  plants with
the only variables being the presence and concentration of
test chemical.  The purpose of using glass beads  or sand
                                14

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                                                         ES-9
                                                 August,  1982
instead of native soils is not to make test results  more
directly applicable to natural systems, rather  it  is  to
eliminate sources of variation in the test.
              c.  Cleaning and Sterilization
    Standard good laboratory practices are recommended to
remove dust, dirt, other debris, and organic and inorganic
residues from the test containers and support media  which
might confound  test results.  Residues could enter the test
solution and be taken up by the developing embryos,
affecting their growth and/or their metabolic activity,
causing misleading plant response.  Bichromate  solution
should not be used for washing glassware or the glass beads
since dichromate inhibits germination and reduces  root
elongation (Mukherji and Roy 1977).  Sand or plastic petri
dishes should not be reused to insure against residue carry-
over.
    Since untreated seed are used for all testing, fungal
contamination during testing may reduce germination and root
growth.  If fungal contamination is a problem,  the testing
laboratory should evaluate glassware cleaning procedures,
laboratory ventilation, and other possible contributory
sources and correct them first.  If these actions do not
control the problem, then the seed sterilization procedure
described in the test guideline or another appropriate
technique should be utilized.  The sterilization procedure
selected, however, should not bias testing results.
         3.  Environmental Conditions
    Controlled environmental conditions are necessary to
maintain uniform growth and ensure reliable data. The
essential environmental factors for germination are an
                                15

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                                                         ES-9
                                                 August,  1982
 adequate  supply  of  water,  a  suitable  temperature,  an
 adequate  supply  of  oxygen, and  in some  species,  light.
 Temperature  is the  one single  variable  that  could  most
 readily affect metabolic  respiration  and  thereby growth  rate
 and  chemical  effect.  The  temperature range  suitable  for
 germination  is quite  broad for  most species.   Within  this
 range  there  is usually an  optimal  temperature  at which the
 highest percentage  of germination is  attained  in the
 shortest  time.   A single  temperature  was  selected  which  was
 near the  optimal range for germination  and root  elongation
 of all test species and commonly  used in  seed  viability
 s tudies .
     The seed  of  the selected species  will germinate in
 continuous dark.  Incubators, seed germinators,  or
 controlled environment chambers that  provide temperature
 control are available commercially.   Without the need for
 controlled light intensity or photoperiod, a constant
 temperature is easily maiatained  at 25  +_  1°C and cost is
 reduced compared with costs  of  lighted  chambers.
     Both seed germination and root elongation  are  dependent
 upon an adequate supply of water.  Adequate  uniform moisture
 for  germination and root elongation is  provided  by
 maintaining saturation of the growth  substrate (quartz sand,
 or glass  beads) with test solution in petri dishes.  Sealing
 the petri dishes with tape or enclosing them in  plastic  bags
 reduces the rate of water loss.
    Both seed germination and root elongation  depend upon
 adequate  oxygen.  An adequate supply  of air may  not be
present to allow normal growth  and development in  petri
dishes if  they are completely sealed.   It may  be necessary
                                16

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                                                        ES-9
                                                August, 1982
to leave the petri dish lid partially unsealed in order to
provide sufficient oxygen to support respiration.
    D.  Reporting
    The sponsor should submit to the Agency all data
developed during the test which are suggestive or predictive
of phytotoxicity.  In addition, information supplied with
the seed and the size class of seed used for testing are
required because these data have a bearing on the validity
of the test.  If testing specifications are followed, the
sponsor should report that specified procedures were
followed and present the results.  If alternative procedures
were used instead of those recommended in the test
guideline, then the protocol used should be fully described
and justified.
    Test temperature, chemical concentrations, test data,
concentration response curves, and statistical analyses
should all be reported.  The justification for this body of
information is contained in this support document.  If plant
species other than the ten recommended were used, the
rationale for the selection of the other species should be
provided.
III.  Economic Aspects
    The Agency awarded a contract to Enviro Control, Inc. to
provide us with an estimate of the cost for performing an
early seedling growth test according to this Guideline.
Enviro Control supplied us with two estimates; a protocol
estimate and a laboratory survey estimate.
    The protocol estimate was $1,687.  This estimate was
prepared by identifying the major tasks needed to do a test
and estimating the hours to accomplish each task.
                                17

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                                                         ES-9
                                                 August,  1982
Appropriate hourly rates were then applied  to  yield a  total
direct labor charge.  An estimated average  overhead rate  of
115%, other direct costs of  $200, a general and
administrative rate of 10%,  and a fee of  20% were  then added
to the direct labor charge to yield the final  estimate.
    Enviro Control estimated that differences  in salaries,
equipment, overhead costs and other factors between
laboratories could result in as much as 50% variation  from
this estimate.  Consequently, they estimated that  test costs
could range from $843 to $2,531.
    The laboratory survey estimate was $950, the mean  of  the
estimates received from two  laboratories.   The estimates
ranged from $700 to $1,200 and were based on the costs  to
perform the test according to this Guideline.
                                18

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                                                        ES-9
                                                August, 1982
IV.   References

    Anderson RN.   1969.   A search for atrazine resistance in
    soybeans.   Weed Sci.  Soc.  Amer.  Abstr.  No. 157.

    Asplund R.  1969.   Some quantitative aspects of the
    phytotoxicity of  monoterpenes.   Weed Sci.  17:454-455.

    Audus LJ.   1964.   Herbicide behavior in the soil.  II.
    Interactions  with soil microorganisms.  In: The
    physiology  and biochemistry of  herbicides. New York:
    Academic Press, pps.  168-206.

    Beall ML Jr  and Nash  RG.   1969.   Crop seedling uptake of
    DDT,  dieldrin, endrin, and heptachlor from soil.   Agron.
    J.  61:571-575.

    Beetsman GD,  Kenney DR, Chesters G.  1969.  Dieldrin
    uptake by corn as affected by soil properties.  Agron.
    J.  61:247-250.

    Behreas R.   1970.  Quantitative  determination of
    triazine herbicides in soils by  bioassay.   Residue Rev.
    32:355-369.

    Berlyn GP.   1972.  Seed germination and morphogenesis.
    In:  Kozlowski TT, ed.   Seed Biology.  Vol. I.  New
    York:  Academic Press, pp. 223-312.

    Bode  HR.  1958.  Beitrage  zur Keuntnis  allelopathischer
    Erschwinurgen bei inigen Juglandaceen.   Planta 51:440-
    480.

    Brown AWA.   1978.  Ecology of pesticides.  New York: John
    Wiley and  Sons, pp. 320-343.

    Carleton AE and Cooper CS. 1972.  Seed  size effects upon
    seedling vigor for three forage  legumes.   Crop Sci.
    12:183-186.

    Chang I, and  Foy CL.   1971.  Effect of  picloram on
    germination  and seedling development of four species.
    Weed  Sci.  19:58-64.

    Durrant MJ,  Draycott  AP,  Payne PA.  1974.   Some effects
    of  NaCl on  germination and seedling growth of  sugar
    beet.  Ann.  Bot.  38:1045-1051.
                               19

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                                                     ES-9
                                             August,  1982
Garb S.  1961.  Differential  growth  inhibitors produced
by plants.   Bot.  Rev.  27:422-443.

Geronimo J,  Smith LL Jr., Stockdale  GD, Goring CAI.
1973.  Comparative  toxicity of  nitrapyrin  and  its
principle metabolite,  6-chloropicolinic acid. Agron.  J.
65:689-692.

Guenzi WD and McCalla  TM.  1966.   Phenolic acids  in
oats, wheat, sorghum and corn residues and their
phytotoxicity.  Agron. J. 58: 303-304.

Hammer PA and Urquhart NS.  1979.  Precision and
replication: Critique  II. In: Tibbitts TW  and Kozlowski
TT, eds.  Controlled environment guidelines for plant
research. New York: Academic  Press,  pps. 364-368.

Hikino H.   1978.  Study on the  development of the  test
methods for evaluation of the effects of chemicals on
plants.  Chemical Research Report  No. 4.   Tokyo,  Japan:
Office of Health Studies, Environmental Agency Japan.

Horowitz M.  1966.  A  rapid bioassay for PEBC and  its
application in  volatilization and  adsorption studies.
Weed Res. 6:22-36.

	.  1976.  Application of bioassay techniques
to herbicide investigations.  Weed Res. 16:209-215.

	  and  Hulin N.  1971.  A  rapid bioassay  for
diphenamid  and  its  application  in  soil studies.   Weed
Res. 11:143-149.

Imai I, and  Siegel  SM.  1973.   A specific  response to
toxic cadmium levels in kidney  bean  embryos.  Physiol.
Plant. 29:118-120.

Konzak CF,  Polle E, Kittrick JA.   1976.  Screening
several crops for aluminum tolerance.  In:  Proc.  of
workshop on plant adaptation  to mineral stress in
problem soils,  Beltsville, MD.  Ithaca, New York:
Cornell University  Press, pp. 311-327.

Kratky BA and Warren GF.  1971.  The use of three
simple, rapid bioassays on forty-two herbicides.   Weed
Res. 11:257-262.
                            20

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                                                     ES-9
                                             August,  1982
Mayer AM and Pol jakoff -Maybe r A.   1975.  The  germination
of seeds.  2nd ed . Oxford: Pergamon Press.

Muller WH.  1965.  Volatile materials produced by  Sal via
leucophylla ; effects on seedling growth and soil
bacteria. Bot. Gaz. 126:195-200.

Mukherji S and Roy BK.  1977.  Toxic effects  of chromium
on germinating seeds and potato tuber slices.  Biochem.
Physiol. Pflanzen. 171:235-238.

Neiman RH and Poulsen LL.  1971.   Plant growth
suppression on saline media: interactions with light.
Bot. Gaz. 132:14-19.

Parker C.  1964.  Methods for the  rapid bioassay of
herbicides. Proc. Brit. Weed Control Conf . 7:899-902.

Pollock BM and Roos EE.  1972.  Seed and seedling  vigor.
In: Kozlowski TT, ed. Seed biology.  Vol. I.  New York:
Academic Press, pp. 313-387.

Puerner NJ and Siegel SM.  1972.   The effects of mercury
compounds on the growth and orientation of cucumber
seedlings. Physiol. Plant. 26:310-312.

Reynolds T. 1978.  Comparative effects of aromatic
compounds on inhibition of lettuce fruit germination.
Ann. Bot. 42:419-427.

Rubinstein R, Cuirle E, Cole H.  1975.  Test  methods for
assessing the effect of chemicals  on plants.  Washington,
DC: U.S. Environmental Protection  Agency. EPA 560/5-75-
008.

Santelmann PW.  1972.  Herbicide bioassay.  In: Truelove
B, ed.  Research methods in weed science. Auburn,  AL:
Weed Sci. Soc., pp. 91-101.

Sharpies GC.   1970.  The effects of seed size on lettuce
germination and growth.  Prog. Agr. Ariz. 22:10-11.

Siegel SM.  1977.  The cytotoxic response of  nicotiana
protoplasts to metal ions: a survey of the chemical
elements. Water, Air Soil Poll. 8:293-304.
                            21

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                                                     ES-9
                                            August/  1982
Smith DW, Welch NC, Little TM.  1973.  Studies on
lettuce seed quality. I. Effect of seed size and weight
on vigor. J. Amer. Soc. Hort. Sci. 98:529-533.

Sund KA and Nomura N.  1963.  Laboratory evaluation of
several herbicides. Weed Res. 3:35-43.

USEPA.  1979.  U.S. Environmental Protection Agency.
Toxic substances control.  Discussion of premanufacture
testing policy and technical  issues; request for
coment.  Fed. Regist. March 16, 1979.  44:16240-16292.

Whalley K, Kahn MSI, Bradshaw AD.  1974.  The potential
for evolution of heavy metal  tolerance in plants.  I.
Copper and zinc tolerance Agrostis tenuis. Heredity
32:309-319.

Whalley RDB, McKell CM, Green LR.  1966.  Seedling vigor
and the early non-photos yn the tic stage of seedling
growth in grasses. Crop Sci.  6:147-150.

Whittaker RH.  1970.  The biochemical ecology of higher
plants.  In: Sondheimer E and Simeone JB, eds  Chemical
ecology.  New York: Academic Press.

Wiedman SJ and Appleby AP.  1972.  Plant growth
simulation by sublethal concentrations of herbicides.
Weed Res. 12:65-74.

Wilkins DA.  1957.  A technique for the measurement of
lead tolerance in plants.  Nature (London) 180:37-38.
                            22

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                                  BG-13
                                  August, 1982
   EARLY SEEDLING  GROWTH TOXICITY TEST
        OFFICE OF TOXIC  SUBSTANCES
OFFICE OF PESTICIDES AND TOXIC SUBSTANCES
   U.S.' ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C.  20460

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Office of Toxic Substances                                 EG-13
Guideline for Testing Chemicals                    August,  1982


                    EARLY SEEDLING GROWTH TEST
    (a)  Purpose.  The guideline in this section  is  intended  for

use in developing data on the toxicity of chemical substances  and

mixtures ("chemicals") subject to environmental effects  test

regulations under the Toxic Substances Control Act  (TSCA)  (Pub.L.

94-469, 90 Stat. 2003, 14 U.S.C. 2601 et. seq.).  This guideline

prescribes tests using commercially important terrestrial  plants

to develop data on the phytotoxicity of chemicals.   The  United

States Environmental Protection Agency (USEPA) will  use  data  from

these tests in assessing the hazard of a chemical to the

environment.

    (b)  Definitions .  The definitions in section 3  of the Toxic

Substances Control Act (TSCA), and Part 792—Good Laboratory

Practice Standards apply to this test guideline.  The following

definitions also apply to this test guideline.

    (1)  "EC X"  means the experimentally derived chemical

concentration that is calculated to effect X percent of  the test

criterion.

    (2)  "Germination"  means the resumption of active growth  by

an embryo.

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                                                          BG-13
                                                   August, 1982
    (3)  "Support media"  meant the quartz sand or glass beads

used to support the plant.

    (c)  Test Procedures — (1)  Summary of the Test—(i)  Root

exposure.  In preparation for the test, seeds are planted in the

potting containers (or in cotton or glass-wool plugs supported in

hydroponic solution) and after germination seedlings are thinned

by pinching the stem at the support medium surface to the ten

(10) most uniform seedlings per pot.  This marks the start of the

test and the time of first application of test chemical.

Seedlings emerging after this time are also pinched off at the

surface.  Potting mixtures of sand or glass beads are

subirrigated with nutrient solution.  Chemicals are applied to

the plants via nutrient solution or are adsorbed to the support

media.  Plants are harvested after 14 days and analyzed for

growth.

    (ii)  Foliar exposure.  The foliar exposure test is identical

to the root exposure test except that chemicals are applied to

plants by either spraying or dusting the foliage or by exposing

the plants to gas in a fumigation chamber.

    (2)  Chemical application—(i)  Root exposure.  (A)

Chemicals that are soluble in water should be dissolved in the

nutrient solution just prior to the beginning of the test.

Deionized or glass-distilled water should be used in making stock

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                                                           BG-13
                                                   August,  1982
solutions of the test chemical.  Sufficient quantities of each

concentration should be made up as needed to minimize storage

time and disposal volume.

    (B)  Chemicals that are insoluble in water, but which can be

suspended in an aqueous solution by a carrier, should be added,

with the carrier, to the nutrient solution.  The carrier should

be soluble in water, relatively non-toxic to plants, and should

be used in the minimum amount required to dissolve or suspend the

test chemical.  There are no preferred carriers; however,

acetone, gum arabic, polyethylene glycol, ethanol, and others

have extensively been used in testing herbicides, plant growth

regulators, fungicides, and other chemicals that affect plants.

Carrier controls should be included in the experimental design of

the test and tested simultaneously.

    (C)  Water-insoluble chemicals for which no non-toxic, water-

soluble carrier is available, should be dissolved in an

appropriate volatile solvent.  The solution should be mixed with

the sand or glass beads which are then placed in a rotary vacuum

apparatus and evaporated leaving a uniform coating of chemical on

the sand or beads.  A weighed portion of beads should be

extracted with the same organic solvent and the chemical assayed

before the potting containers are filled.  Solvent controls

should be included in the experimental design and tested

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                                                          BG-13
                                                   August, 1982
s imultaneously.

    (ii)  Foliar exposure.  (A)  Water-soluble chemicals should

be dissolved in deionized or glass-distilled water just prior to

use.  Sufficient quantities of each concentration should be made

up as needed.  These solutions should be applied daily  (during

the normal five-day work week).  Plants should be placed in an

exhaust hood and the chemical applied to the foliage. A plastic

sleeve may be fitted over the top of the pot, and the foliage

sprayed with specific quantities of test solution at known

concentrations.  The plastic sleeve, confining the chemical to

plant and pot, facilitates expression of chemical dosage to

quantity per pot area (i.e., ug/m^).  Shoots of control plants

should be sprayed in an identical manner with deionized or

distilled water.  Alternatively, a miniature compressed-air

sprayer mounted on a pendulum and equipped to automatically spray

a plant positioned directly beneath the center of its arc of

swing may be used.

    (B)  Water-insoluble chemicals, existing as solids, may be

prepared for testing by grinding or other reduction to particles

of <200 urn diameter.  Each day (during the normal five-day work

week) plants should be placed in an exhaust hood, a plastic

sleeve fitted over the top of the pot, and specific quantities of

chemical sprinkled uniformly over the potted seedlings.  Prior to

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                                                           EG-13
                                                    August,  1982
chemical application, plants should be misted  with  water  to

promote foliar retention of  the  chemical.   Control  plants should

also be misted with deionized or distilled  water  at each

treatment date and dusted with an  inert material  of the same

particle size.  Applications are expressed  as  quantity per unit

pot area (i.e., ug/m2).

    (C)  Chemicals existing  in gaseous form at normal ambient

temperatures and pressures can be  generated  as  needed or  stored

under pressure.  The bottled gas may be 100 percent chemical  or

may be mixed with an inert carrier, such as  nitrogen, to  known

concentrations.  Chemicals of controlled or measured

concentrations should be metered into the exposure  chamber,

uniformly mixed about the plants,  and exhausted through an outlet

port.

    (3)  Range-finding test.  (i)  A range-finding  test should  be

conducted to establish (A) if definitive testing  is necessary and

(B) the concentrations of test substance used  in  the definitive

test for each species.

    (ii)  The recommended procedure is to expose  newly germinated

seedlings to a series of widely spaced concentrations of  test

chemical and assess effect as growth reduction.   Seeds

(approximately 30) should be planted directly  in  containers

filled to within 2.5 cm of the top with quartz  sand or glass

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                                                          EG-13
                                                   August, 1982
beads.  If a hydroponic system is used, the seeds should be

planted in plugs of cotton or glass wool supported at the top of

the solution.  When 50 percent of the seeds have germinated the

seedlings should be thinned (by pinching) to the 10 most uniform

per pot and exposed to a widely spaced concentration series

(i.e., 0.01, 0.1, 1.0, 10, 100, 1,000 rag/1) of test chemical.

The lowest concentration in the series, exclusive of controls,

should be at the chemical's detection limit.  The upper

concentration, for water-soluble compounds, should be the

saturation concentration.  If the anticipated fate of the

chemical is soil or soil water, and the mechanism of concern is

root uptake, the chemical should be applied in nutrient solution

to the root support media (or coated on sand or glass beads for

non-water soluble chemicals).  With a chemical whose anticipated

mode of exposure to plants is surface deposition by atmospheric

transport, or irrigation water, the appropriate testing method

may be foliar application allowing subsequent movement into the

rooting zone with watering.  Effect is assessed as growth

reduction.

    (iii)  Alternatively, the seed germination/root elongation

test may be used to establish the appropriate concentration range

for tes ting .

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                                                           EG-13
                                                   August, 1982
    (iv)  No replicates are required and nominal concentrations

are acceptable unless definitive testing is not required.

    (v)  Definitive testing is not necessary if the highest

chemical concentration tested results in less than a 50 percent

reduction in growth or if the lowest concentration tested

(analytical detection limit) results in greater than a 50 percent

reduction in growth.

    (4)  Definitive test.   (i) The purpose of the definitive  test

is to determine the concentration response curves and the EC  10's

and EC 50's for each of the species tested with the minimum

amount of testing beyond the range-finding test.

    (ii)  At least 5 concentrations of chemical, exclusive of

controls, should be used in the definitive test.  For each

species tested the concentration range should be selected to

define the concentration-response curve between the EC 10 and EC

90.  Test chemicals should  be added to the hydroponic or nutrient

solution or coated on the support media for the root exposure

test;  or sprayed, dusted, or gassed directly on the foliage in

the foliage exposure tests.

    (iii)  Control pots should be included in the experimental

design and should be used in each run.  In addition, a carrier

control should also be used for those chemicals that need to  be

solubilized.

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                                                          BG-13
                                                   August, 1982
    (iv)  If plants are to be grown hydroponically, seeds should

be planted in plugs of cotton or glass wool supported  in the  tops

of the containers.  When sand or glass beads are used, the

recommended planting procedure is to fill the potting  containers

to within 2.5 cm of the top and to sow seeds directly on the

support media.  After 50 percent of the seeds have germinated,

the seedlings should be thinned to the 10 most uniform per pot.

    (v)  Alternate planting methods may be required when the

chemical is highly volatile.  An impervious barrier of

polyethylene film, a modification of the double pot method, a

glass plate, or other appropriate apparatus should be used to

prevent volatilization from the root zone.  Seeds should be

germinated in the dark at 25°C and seedlings with radicle lengths

in the median range transplanted into the potting containers.

The seedlings should be positioned such that their roots are

exposed to the support media while the shoots pass through holes

in the barrier.  A ring of non-toxic, inert, pliable putty should

be used to seal the holes around the stems.  Control pots should

be handled identically to the test pots except there is no

exposure to the test chemical.  This transplanting procedure,

without the volatilization barrier, is also recommended when the

test chemical is adsorbed to the support medium.

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                                                           EG-13
                                                    August,  1982
    (vi)  The test consists of one run for each  of  the

recommended plant species or selected alternates.   The  duration

of a run should be at least 14 days from the time that  50  percent

of the seeds have germinated.  For a particular  chemical,  a  run

is defined as exposure of the plant species to five

concentrations of the chemical in a minimum of 3 replicate pots

(10 plants per pot), with appropriate controls,  followed by

weight and height determinations and analysis.

    (vii)  All abnormalities (visible effects of the  chemicals  on

plant growth and morphology including stunting of growth,

discoloration, chlorosis and/or necrosis of the  leaves, or

morphological abnormalities) should be recorded.  Observations

plants should be made daily (during the normal five-day work

we ek) .

    (viii)  A randomized complete block design is recommended  for

this test with blocks delineated within the chambers  or over

greenhouse benches and randomization of treatment occurring

within the blocks.  If, because of very large pots, there  exists

inadequate space within chambers for blocking, total

randomization within chambers is acceptable.

    ( ix)  Irradiation measurements should be taken  at the  top  of

the plant canopy and the mean, plus a maximum and a minimum

value, determined over the plant-growing area.   These

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                                                          EG-13
                                                   August, 1982
measurements should be taken daily and should be taken at least

at the start and finish of the test.  If the test is conducted in

a greenhouse facility, hourly measurements of irradiation should

be recorded and presented as daily total irradiance plus

representative hourly curves for clear sky conditions and cloudy

days .

    (x)  Temperature and humidity should be measured daily at the

top of the plant canopy during each light and dark period.

    (xi)  Measurements of carbon dioxide concentration should be

made at the top of the plant canopy (of chamber- grown plants) on

a "continuous basis".

    (5)   [Reserved]

    (6)  Analytical measurements — (i)  Chemical.  Stock solutions

should be diluted with glass distilled or deionized water to

obtain the test solutions.  Standard analytical methods, if

available, should be used to establish concentrations of these

solutions and should be validated before beginning the test.  An

analytical method is not acceptable if likely degradation

products of the chemical, such as hydrolysis and oxidation

products, give positive or negative interference.  The pH of

these solutions should also be measured prior to use.

    (ii)  Numerical.  Mass and length of roots, shoots, and

entire plants (root and shoot) should be measured for the


                                10

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                                                          EG-13
                                                   August, 1982
definitive test.  Means and standard deviations should be

calculated and plotted for each treatment and control.

Appropriate statistical analyses should provide a goodness-of-fit

determination for the concentration-response curves.

    (d)  Test conditions — (1)  Test Species — (i) Selection.  (A)

Test plants recommended for the definitive test include:

    Lycopersicon esculentum (tomato)

    Cucumis sativus (cucumber)

    Lactuca sativa (lettuce)

    Glycine max^ (soybean)

    Brassica oleracea (cabbage)

    Avena sativa (oat)

    Lolium perenne (perennial ryegrass)

    Allium cepa (common onion)

    Daucus carota (carrot)

    Zea mays (corn)

    (B)  Other species, of economic or ecologic importance to the

region of impact, may also be appropriate and selected for

testing .

    (ii)  Seed selection.  Information on seed lot, the seed year

or growing season collected and germination percentage should be

provided by the source of the seed.  Only untreated seed (not

treated with fungicides, repellants, etc.) taken from the same


                                11

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                                                          EG-13
                                                   August, 1982
lot, and year or season of collection should be used in a given

test.  In addition, all seed of a species used in a test should

be of the same size class; and that size class which contains the

most seed should be selected and used in a given test.  Any seed

which is damaged should be discarded.

    (2)  Facilities--(i)  Apparatus.  (A) Greenhouses or

environmental chambers should provide adequate environmental

controls to meet the carbon dioxide, humidity, irradiation,

photoperiod, and temperature specifications.  Chambers should be

designed to prevent escape of internal air into the external

environment other than through appropriate filtering material or

media to prevent contamination of the external environment with

the test chemical.

    (B)  Laboratory facilities for chemical determinations should

include non-porous floor covering, absorbant bench covering with

non-porous backing, and adequate disposal facilities to

accommodate plant nutrient, test and wash solutions containing

test chemicals at the end of each run, and any bench covering,

lab clothing, or other contaminated materials.

    (ii)  Containers and support media.  For each run, 18

polyethylene pots sufficiently large to grow at least 10 plants

up to 14 days, are required for each species.  It is equally

acceptable to use small, individual containers if plants are


                                12

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                                                          BG-13
                                                   August, 1982
grown in hydroponic solution.  An additional 3 pots will be

needed if a carrier control  is needed.  Potting containers used

in each experiment should be of equal size and volume and possess

the same configuration.  When sand or glass beads are used, the

potting containers should be filled to within 2.5 cm of their

tops.  Perlite, vermiculite, native soils, etc., should not be

used for root support.

    (iii)  Cleaning and sterilization.  (A) Potting and receiving

containers, nutrient storage containers, and root support medium

should be cleaned before use.  All equipment should be washed

according to good standard laboratory procedures to remove any

residues remaining from manufacturing or prior use.  A dichromate

solution should not be used  for cleaning beads or pots.

    (B)  Rooting media other than glass beads should be discarded

at the end of the experiment.  Disposal should conform to

existing regulations.

    (iv)  Nutrient medija.  Half-strength modified Hoagland

nutrient solution should be utilized as nutrient media for this

test.  When sand or glass beads are used as a support media, the

potting containers should be filled with nutrient solution and

drained periodically.  An automated system design is recommended.

    (3)  Test parameters.  Environmental conditions should be

maintained as specified below:


                                13

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                                                          EG-13
                                                   August, 1982
    (i)  Carbon dioxide concentration at 350 ± 50 ppm.

    (ii)  Relative humidity should approach 70 ± 5 percent during

light periods and 90 percent during dark periods.

    (iii)  Irradiation, measured at 1 meter from the source, at

350±50 uE/m2 sec at 400-700 ran.

    (iv)  Photoperiods of 16 hours light and 8 hours darkness.

    (v)  Day/night temperatures at 25°/20° ± 3°C.

    (e)  Reporting.  Reporting requirements of Part 792--Good

Laboratory Practice Standards apply to this guideline.  The

following data should be reported for each of the species tested

in tabular form:

    (i)  Concentration of chemical in nutrient solution and in

the root support material when the chemical is soluble in water

or solubilized with a carrier compound; or the concentration of

carrier compound in nutrient solution when carrier is used; or

the quantity of chemical per unit weight of root support material

when it is coated on the material.

    (ii)  The quantity of chemical, the concentration at <<--hich it

was applied, and the number of applications for those chemicals

applied to the foliage.

    (iii)  Environmental conditions (day/night temperatures,

relative humidity, light intensity, carbon dioxide concentration,

and photoperiod) .

                                14

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                                                          EG-13
                                                   August, 1982
    (iv)  Mass of above ground (shoot) and below ground (root)

portion of each plant and mass of each whole plant (dry weight at

70°C).

    (v)  Length of shoot, root, and entire plant.

    (vi)  Visible effects of chemical, if any, on the intact

plants.

    (vii)  Means and standard deviations for mass and length of

roots, shoots, and entire plants in each treatment and control.

In addition, concentration- response curves with 95 percent

confidence limits delineated, goodness-of-fit determination, and

EC 10's and EC 50's identified.
                                15

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                                  ES-10
                                  August, 1982
        TECHNICAL SUPPORT DOCUMENT

                    FOR

   EARLY SEEDLING GROWTH TOXICITY TEST
        OFFICE OF TOXIC SUBSTANCES
OFFICE OF PESTICIDES  AND  TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C. 20460

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                      TABLE OF CONTENTS

        Subject                                         Page
I.      Purpose                                         1
II.    ' Scientific Aspects                              1
        General                                         1
        Test Procedures                                 3
        Chemical Application                            3
        Range-Finding Test                              6
        Definitive Test                                 7
        Analytical Measurements                         10
        Test Conditions                                 11
        Test Species                                    11
        Selection                                       11
        Facilities                                      14
        Apparatus                                       14
        Containers and Support Media                    15
        Cleaning and Sterilization                      16
        Nutrient Media                                  16
        Environmental Conditions                        18
        Carbon Dioxide                                  19
        Irradiation                                     20
        Photoperiod                                     21
        Day/Night Temperatures                          22
        Relative Humidity                               22
        Reporting                                       23
III.     Economic Aspects                                24
IV.     References                                      25

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Office of Toxic Substances                              ES-10
                                                August,  1982
                 TECHNICAL SUPPORT DOCUMENT
          FOR EARLY SEEDLING GROWTH TOXICITY TEST.
I.  Purpose
    The purpose of this document  is  to provide  the
scientific background and rationale  used in the development
of Test Guideline EG-13 which uses various plant species  to
evaluate the toxicity of chemical substances on early
seedling growth in plants.  The Document provides an account
of the scientific evidence and an explanation of the logic
used in the selection of the test methodology, procedures
and conditions prescribed in the Test Guideline.  Technical
issues and practical considerations  are discussed.  In
addition, estimates of the cost of conducting the test are
provided.
II.  Scientific Aspects
    A.  General
    Chemicals may influence seedling vigor, a characteristic
of increasing importance with increased mechanization in
agriculture.  Some crop plants (e.g., lettuce) with intense
culture practices require high germination rates and
vigorous growth.  A single seed should germinate and
establish a plant (planting to stand), and all plants should
reach maturity simultaneously for once-over machine
harvesting (Pollock and Roos 1972).  Seedling establish-ment
in forests also depends on vigorous  root growth to survive
environmental stresses and competition with other plants  for
light, water and nutrients.  In general, chemicals that
reduce or delay germination and retard maturity of crops
typically result in economic loss.

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     In agricultural  land  with other stresses  (e.g., drought,
salinity),  the additional presence of  chemicals  which  are
toxic may be the  limiting factor  for production  of crops on
that  land.   In addition,  chemicals may enter  human food
chains through processes  associated with soil/plant
interactions, uptake,  translocation, and accumulation  in
food  and forage crops.  In natural systems, affected species
are  less competitive  and  with selection for tolerant species
result in altered species diversity, density, and frequency
of occurrence.
    Toxic substances  may  also cause widely varying and
significant  effects on plant community dynamics.  Many
chemicals affect  plants selectively, with some species
sensitive to and  others tolerant  of the same  chemical and
dose.  This  selectivity may directly affect the  successional
replacement  of one plant species  by another,  either by
hastening the departure of an early successional species or
by inhibiting the establishment of a later stage
successional species  (Whittaker 1970).  Succession also may
be indirectly affected by inhibition of soil  organisms.
Toxic materials may produce high  species diversity in some
communities  while reducing diversity in others (Brown
1978).  Where plant growth and soil organisms are completely
inhibited, soil degradation, instability and  eventually
erosion may  result.
    Early seedling growth was selected to measure
phytotoxicity for the following reasons:
    o    The early seedling growth phase is a critical stage
         in plant development.  Occurring immediately after
         germination, it  constitutes a period of rapid

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         vegetative growth which is dependent upon such
         physiological processes as photosynthesis, water
         and nutrient uptake, and metabolic conversions of
         photosynthates to structural products  (such  as cell
         walls).  Chemical interference with any of these
         physiological processes would be evident as  reduced
         growth.  The only physiological processes not
         included in this test are the germination of the
         seed and the reproductive phases (flowering,
         pollination, fruit set).
    o    The test measures the inhibition of shoot and root
         growth.  Both are easily observed and  measured as
         length and as mass.
    o    The test method  is relatively rapid, simple, and
         inexpens ive.
    The test design is a  composite of prior experiments that
investigate the effects of heavy metals, pesticides,  or
organic chemicals on plants (Beall and Nash 1971, Cole et
al. 1976, Chou et al. 1978, Fuhr and Mittelstaedt 1980,
Kelly et al. 1980, wickliff et al. 1980).  The  test is
rapid, simple, and has been successfully used to measure
chemical effects on seedling growth.
    B.  Test Procedures
         1.  Chemical Application
    Chemicals have different physical and chemical
properties which will influence the mode of application.
Water-soluble chemicals will not present a problem but other
chemicals will require different approaches.  In this
section we have attempted to provide general guidance by
suggesting some approaches that have been used  successfully

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in the past.  There is a need for expert scientific
judgement in the choice of solvent.   The Agency  recognizes
the need to maintain flexibility, yet  insure that any
effects are due to the test chemical  and not the carrier.
The suggested use of carrier controls  to distinguish between
test chemical and carrier effects is  considered  a standard
laboratory practice.
    Water soluble chemicals are easiest to apply, since
roots may absorb chemicals directly from hydroponic or
nutrient solutions and many air-borne  chemicals  arrive  in
precipitation.  Water insoluble chemicals require other
procedures to ensure contact between  the test  chemical  and
the root and shoot systems.  Appropriate controls are
necessary and are designed to reduce  to the extent possible
the number of variables.  One means of incorporating a water
insoluble chemical into the hydroponic solution  or the
nutrient medium is to solubilize it in the solution with a
surfactant or carrier compound.  When  a carrier  is used, a
carrier control is included in the procedure to  check
carrier's effects on plant growth.  A minimum  quantity of
carrier should be used to minimize carrier effects.
    Foliar applications of powders or sprays should be done
under a hood to ensure worker safety and to minimize growth
chamber contamination.  Control plants should  also be moved
from chambers to the hood area and sprayed with distilled,
deionized water whenever the chemical  is applied to other
plants by spraying because plants are highly sensitive to
mechanical stresses such as handling  (Wheeler  and Salisbury
1979).

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Attention to maintenance of environmental conditions during
applications of gasses is essential to the success of  the
test.  Brenann and Leone (1968) observed that plants exposed
to identical concentrations of pollutants at different gas
flow rates exhibited different toxicity symptoms.  These
observed variations are understandable when considered  in
terms of the effect of environmental physics on mass
transport to the leaves and on the physiological condition
of the plants.  In order that each plant in the gas exposure
chamber receive the same dosage, chamber design should
provide a spatially uniform test chemical distribution.
Movement of gaseous substances to the leaf surfaces is
dependent upon air turbulance around the leaves reducing the
boundary layer thickness (Fowler and Unsworth 1974, O'Dell
et al. 1977).  Some substances may impact or condense  on the
surface of the plants (Fowler and Unsworth 1974) while
others may diffuse through stomatal pores or across the
cuticle to the leaf's interior (Black and Unsworth 1979,
Rich et al. 1970).  The cuticle provides an effective
barrier for gaseous substances and several investigators
have shown chemical absorption to be regulated by the  same
factors that control stomatal opening including light,
temperature, humidity, carbon dioxide concentration, and the
plant's water status (Bennett et al. 1973, Black and
Unsworth 1979, Rich et al. 1970, Winner and Mooney 1980).
Specified environmental conditions allow for normal stomatal
response and plant growth.  These conditions should be
maintained during plant exposure to chemicals.  The exposure
chamber designed by Rogers et al. (1977) meets the
environmental criteria and the criteria of uniform gas

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distribution within the chamber.
    The growth medium control provides  a  baseline  check  of
the effects of hydroponic solution, potting material,
nutrient solution, and the testing environment on  plant
growth during each test.  This control  is simply the plant
growing in the hydroponic solution or root support material
and maintained by the nutrient solution without test
chemical, solvent, or carrier.  This control  is required  in
each run regardless of whether or not the chemical is
soluble in water.  It is the only control used when  the
chemical is water soluble and applied directly to  the root
support media or when it is applied as  foliar dust or spray.
    A second control is also recommended  whenever  a carrier
(solubilizer, or non-aqueous solvent) should  be used in
order to maximize contact between the chemical and the
plant.  The solvent or carrier control  is used to  check
carrier effects on plant physiology and growth.
         2.  Range-Finding Test
    It is recommended that a range-finding test be conducted
prior to the definitive test in those instances where no
information is available on the phytotoxicity of the test
chemical.   This approach should reduce the risk of using an
inappropriate concentration series in the definitive test.
Under certain circumstances the range-finding test may
preclude the need to conduct the definitive test.  In order
to minimize the cost and time required to obtain the
requisite data, nominal concentrations are permitted, test
duration may be shortened, replicates are not required and
other test procedures and conditions are  relaxed.

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    The concentration range for the selected definitive  test
is normally based on the results of a range-finding  test
that is conducted to reduce the time and expense  involved  in
having to repeat definitive tests.  Results of previously
conducted plant effects tests can be used  to this end.   For
instance, the seed germination/root elongation test  can  be
used to establish the appropriate chemical concentration
range for the early seedling growth test.  Concentrations
which inhibit seed germination and/or elongation  are  likely
to be inhibitory to many other metabolic activities  of
seedlings and maturing plants.  However, for those chemicals
that inhibit photosynthesis, the seed germination/root
elongation test may not provide a suitable range-finding
test.
         3.  Definitive Test
    The specific requirements of the definitive  test  are the
analytical determinations of chemical concentrations, the
selection of uniformly sized seedlings, the unbiased
selection of seedlings for each treatment, the use of
controls, and the recording, analysis, and presentation  of
data.  These requirements assure that the  chemical
concentration-plant response relationship  is accurately
known, that chemical effects are not confounded  by
differential seedling vigor, and that the  relationships  are
clearly presented.  Reporting the occurrence of such
abnormalities as stunting, discoloration,  chlorosis  or
necrosis provides qualitative data that further assist the
assessment of phytotoxicity.
    The purpose of the definitive test is  to determine the
concentration response curves, EC10, and EC50, for seedling

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growth for each species tested with a minimum of testing
beyond the range-finding test.  It is probable  that  each  of
the species tested may have a different response curve  for a
given chemical.
    The recommended experimental design is  the  randomized
complete block.  As discussed by Hammer and Urquhart  (1979),
it is essential that the investigator randomly  assign plant
containers to treatments to assure that each plant has  the
same chance of receiving any of the treatments  (exposure
level of test chemical).  To account for variation within
the chamber and to increase the sensitivity for detecting
treatment differences, small square blocks should be
delineated in the growth chamber with randomization  of
treatments within blocks.  Replication should occur  over
chambers (of the same type) as, in many cases,  a within-
chamber estimate of residual variance badly underestimates
the between chamber estimate (Hammer and Urquhart 1979).
This means that differences between chambers are often
greater than growth and environmental conditions within
chambers.  In the event that blocking within chambers is
impossible, total randomization is acceptable.
    In order to substantiate that abiotic test conditions
were maintained within specified limits, it will be
necessary to measure and record irradiation, photoperiod,
temperature, and humidity throughout the test.  Requisite
instruments are readily available; easily maintained, and
should not increase complexity or costs of the  test.  In
fact, these measurements should be made in order to maintain
the specified growing conditions.

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    To standardize procedures and provide guidelines  for
acceptable data, McFarlane (1979) suggested  that  radiation
measurements be taken at the top of the plant canopy  and
that a mean, plus a maximum and a minimum value,  be obtained
over the plant-growing area.  These measurements  should be
taken daily and should be taken and recorded at least at  the
start and finish of the test.  If greenhouse facilities are
used, hourly measurements of irradiation should be recorded
and presented as daily total irradiance.  Representative
hourly curves of irradiation for clear sky conditions  and
cloudy days should also be presented to more fully describe
the light climate.
    The photoperiod to which each test organism is exposed
should be reported.  If deviations from the  recommended
photoperiod occur, they should be recorded so that the
potential impact on plant growth can be assessed.
    Day/night temperature measurements should be  taken at
least daily at the top of the plant canopy.  Data reported
should include the average values for each light  and  dark
period in the study and the range of variation over the
growing area.
    Humidity should be measured at the same  time  and
location as temperature, and correspondingly reported.
    If plants are grown in chambers, it will be necessary to
monitor carbon dioxide concentration in the  chamber air to
ensure that excessive depletions do not occur as  a result of
rapid photosynthesis rates of the seedlings.  These data
should also be reported.
    Measurement of solution pH prior to testing is
recommended to determine if it lies outside  the species'

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optimal range and contributes to observed effects.
         4.  Analytical Measurements
    The actual chemical concentration used  in  the definitive
test should be determined with the best available analytical
precision.  Analysis of stock solutions and  test solutions
just prior to use will minimize problems with storage  (e.g.,
formation of degradation products, adsortion, and
transformation).  Nominal concentrations are not adequate
for the purposes of the definitive tests.   If definitive
testing is not required because the chemical elicits an
insufficient response at the 1000 mg/1 level in the  range-
finding test, the concentration of chemical  in the test
solution should be determined to confirm the actual  exposure
level.
    The pH of the test solution should be measured prior  to
testing to determine if it lies outside of  the species'
optimal range.  While it is recognized that  plants grow over
a broad range of hydrogen-ion concentration  and typically
exhibit a pH optima for growth, this test guideline  does  not
include pH adjustment for the following reasons: the use  of
acid or base may chemically alter the test  chemical  making
it more or less toxic, the amount of acid or base needed  to
adjust the pH may vary from one test solution concentration
to the  next, and the effect the test substance has on pH  may
indirectly affect the growth and development of the  test
plant.   Therefore, the pH of each test solution should be
determined and compared with the acceptable  range for growth
and development of the test species.
    The data obtained in bioassays are usually expressed  as
response curves in which growth response of  the test species
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is plotted against the concentration of the test chemical.
The manner of expressing plant response varies
considerably.  For this guideline, plant growth responses
are expressed as direct measurements of length or mass  of
shoots and roots.  The statistical analysis (goodness-of-f i t
determination) facilitates accurate determination of  the
EC50 as well as providing confidence limits for the
concentration-response curve.
    Growth includes both increase in mass  (dry weight)  and
increase in cell number or size  (dimensions).  Within a
test, mass and length are frequently closely correlated and
analysis of either produces similar results (Horowitz
1976).  Some chemicals, however, induce deformations  in
either root or shoot systems.  Consequently, it is necessary
to measure length and mass of roots and shoots in order to
adequately assess chemical affects.
    C.  Test Conditions
         1.  Test Species
              a.  Selection
    The ten terrestrial plant species recommended for the
seed germination/root elongation, early seedling growth, and
plant uptake test guidelines are as follows:
         Lycopersicon esculentum (tomato)
         Cucumis sativus (cucumber)
         Lactuca sativa (lettuce)
         Glycine max (soybean)
         Brassica oleracea (cabbage)
         Avena sativa (oat)
         Lolium perenne (perennial ryegrass)
         Allium cepa (common onion)
         Daucus carota (carrot)
         Zea mays (corn)

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    In addition, other species of economic of ecological
importance to the region of impact may also be tested in
lieu of these species.
    These ten species have been selected for the following
reasons:
    o    As food, forage, or ornamentals they are
         economically important and constitute major cash
         crops .
    o    Their distribution, abundance and taxonomic
         representation suggest broad coverage of the plant
         kingdom.
    o    They are also specified for phytotoxicity testing
         of pesticides (Subpart J, Pesticide Registration
         Guidelines).  Additional justification for
         selection of these test species is provided in
         these guidelines (see FR 45(214): 72948-72978).
    o    They are sensitive to many toxic compounds and have
         been used to some degree in previous bioassays.
         Their use in herbicide bioassays, heavy metal
         screening, salinity and mineral stress tests and
         allelopathic studies  indicates a sensitivity to a
         wide variety of stressors (Guenzi and McCalla 1966,
         Geronimo et al. 1973, Puerner and Seigel 1972,
         Wiedraan and Appleby 1972, Reynolds 1978, Chang and
         Foy 1971).
    o    They are compatible with the environmental growth
         conditions and time constraints of the test
         method.  Seed from the selected species germinate
         quickly and easily.  Root growth is rapid and
         uniform.  The seed contain no natural inhibitors
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         and require no special pretreatment  to  germinate
         (such as soaking, chilling, prewashing,  light,  or
         scarif ication).
    Other species may be substituted for  any  or  all  of  these
ten species when appropriate.  For example, forest or desert
species may constitute the population at  greatest risk.   If
so, those of most value to man or of ecological  dominance  to
the affected ecosystem should be selected.  The  rationale
for selection of alternative species should be discussed
with the Agency and/or supported in the report of  findings.
    No single plant will always be the most or least
sensitive to all chemicals which may be tested.   The use  of
different types of plants ensures that variations  in plant
responses will be evident.   In a seedling growth test,
Hikino (1978) used concentrations of 0.01 to  1,000 ppm  for
eight chemicals.  Rice, turnip and soybean seed  were placed
in petri dishes with test chemical and agar medium and
incubated in the dark.  Root and shoot development were
measured each day and at the end of the test  period.  Six  of
the eight chemicals inhibited root growth at  100 or  1,000
ppm for each species.  The other two chemicals inhibited
root growth in at least one  of the species.   It  is important
to note that none of the three species tested was
consistently the "most sensitive".  These results  further
support the requirements of  testing several species.
    The definitive test requires that seed of the  same  size
class be used to reduce variability in the size  of
seedlings.  Generally, the larger or heavier  the seed,  the
greater the percent germination and the more  vigorous the
seedling (Pollock and Roos 1972, Smith et al . 1973,  Sharpies
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1970, Whalley et al. 1966, Carleton and Cooper  1972).  The
differential response to chemical stress response mandates
uniformity of seed and seedlings in order to minimize
variability.  It is recommended that seed be selected from
the size class containing the most seed thus providing
assurance that sufficient seed are available, that  the
resulting seedlings will be robust and of uniform size, and
that seedling sensitivity to the test chemical  is
representative of the species.
    Information provided by the seed supplier provides
additional assurance that the seed are viable.  Use of seed
produced during one growing season minimizes problems
associated with differential viability between  lots.  By
using untreated seed, possibilities of confounding  test
results with fungicides, repellants, etc. are eliminated.
         2.  Facilities
              a.  Apparatus^
    Greenhouse space, growth rooms, or environmental
chambers are equally acceptable as long as the specified
environ-mental conditions are maintained.  The  environment
affects growth, metabolism, evapotranspiration, and
photosynthesis of plants.  Other facilities typically needed
for conducting seedling growth tests include standard
laboratory glassware, a source of distilled water, work
areas to clean and prepare equipment and to measure chemical
concentrations and plant responses, drying ovens,
refrigeration to hold the seed until needed for testing, and
proper disposal facilities.  Without these facilities, the
testing cannot be adequately conducted.
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              b.  Containers and Support Media
    Containers for hydroponic solution or  root support  media
should be composed of inert materials, such as polyethylene,
in order to prevent reaction of test chemicals and/or
carriers with the container.  The root support material
should also be composed of  inert material  for these same
reasons.  Quartz sand and glass beads are  suitably inert
materials and do not readily adsorb substances.   This  lack
of adsorption is important  because the chemical should  be
available for root uptake;  it would not be as readily
available if it were adsorbed to the root  support material
or container wall.
    Sand or glass beads are used, rather than soil, to  avoid
complications associated with variable physical and chemical
properties and microbial populations indigenous to native
soils.  Native soils are undesirable because of the varying
clay, sand, and humus components, the types and proportions
of which very within the same soil type.   Microbial
populations also vary between soil types.  These  variables
alter moisture holding capacity, chemical  binding capacity,
aeration, and nutrient and  trace element content  (Audus
1964, Beetsman et al. 1969, Beall and Nash 1969).  In
addition to the variations  in these physical factors,  there
will also be variation in such chemical properties as pH and
redox potential.  Because of the impossibility of
controlling physical and chemical properties of native
soils, inert material is required to support the  plants with
the only variables being the presence and  concentration of
test chemical.  The purpose of using glass beads  or sand
instead of native soils is not to make test results more
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directly applicable to natural systems, rather  it  is  to
eliminate sources of variation in the  test.
              c.  Cleaning and Sterilization
    Standard good laboratory practices are recommended to
remove dust, dirt, other debris, and organic and inorganic
residues from the test containers and  support media which
might confound test results.  Residues could enter the
hydroponic or nutrient solution and be taken up by plants,
affecting their growth and/or other metabolic activity,
resulting in misleading data.  A dichromate solution  should
not be used for washing containers or  beads because
dichromate may enter the nutrient solution, be  taken  up by
plantss, and affect their growth and metabolic activity.
              d.  Nutrient Media
    The nutrient medium specified in the protocol  is
modified half-strength Hoaglund solution (Downs and Helmers
1975).  This nutrient solution is recommended because all
the constituent compounds are relatively easy to obtain and
because it works well for the culture  of terrestrial  plants.
    Hydroponic or nutrient culture techniques eliminate
spatial gradients within the growth medium and maintain the
root system at uniform levels of aeration, nutrients, and
water status (Rawlins 1979).  The simplest and most
practical method for routine plant growth in controlled
environments is a sand or gravel culture in which  thee
plants are grown in containers of sand which are
periodically filled to provide water and nutrients, and
drained, to provide aeration.  The frequency of irrigation
depends on the storage capacity of the sand and the rate of
water use by the plant.  Use of aerated hydroponic solution
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without a root support media may be preferred  by some
laboratories.
    Reliability is the primary consideration  in  the  design
of the system which automatically fills and drains the
containers.  One of the simplest systems  includes  a
standpipe connected to an outlet at the bottom of  each
container through a manifold.  The tops of the containers
are at a uniform elevation.  Periodically, the solution
level in the standpipe is raised to the corresponding level
and then lowered below the bottom of the  containers.  This
system requires only one conduit to each  container (for  both
filling and draining) and permits variation in the number of
containers.  The standpipe is filled by a pump from  a lower
storage reservoir.  Electrical power to start  the  pump and
close the drain valve is controlled by a  clock timer and,
when the nutrient solution reaches the desired level in  the
standpipe, a float switch turns off the power  to the pump
and opens the drain allowing the solution to drain back  to
the reservoir.
    If the rate of uptake for test chemicals applied in  the
nutrient solution differs from the rate of nutrient  and
water uptake, the exposure concentration  will  change with
time and differ from that originally specified.  In
addition, chemicals applied to foliage as sprays or  dust
will enter the rooting zone and accumulate in  the  nutrient
solution.  While foliar application is designed  to allow for
chemical movement through, and uptake from, the rooting
zone, excessive concentrations of test chemical should not
be allowed to accumulate in the nutrient  solution.   The  test
solution should be replaced when or if the test  chemical
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concentration differs from that specified by ± 20%.  When
the chemical is applied to the foliage, the nutrient
solution should be replaced weekly if detectable quantities
move through and accumulate in the solution following
spraying or dusting of foliage.
         3.  Environmental Conditions
    Controlled environmental conditions are necessary  to
maintain uniform growth and ensure reliable data.
Maintenance of specified environmental conditions before,
during, and after plant exposure to the chemical is
essential to the successful execution of this test.
Variability of plant response to chemical exposure as  a
result of fluctuations in environmental conditions has been
noted  (Darwent and Behrens 1972, Dunning and Heck 1973,
Juhren et al. 1957, Leone and Brenann 1970).
    Environmental conditions affect growth, metabolism, eva-
potranspiration, and photosynthesis of plants.  In addition
to mineral nutrition the conditions that should be
standardized and maintained include: (a) carbon dioxide
concentration; (b) relative humidity; (c) irradiation; (d)
photoperiod; (e) day and night temperatures.
    Standardization of environmental conditions is
essential.  Several investigators have demonstrated that
differences in environmental conditions influence the
response of plants exposed to chemicals.  These include pre-
conditioning by light and humidity (Dunning and Heck 1973),
effects of temperature, photoperiod, and light intensity
during the growth (Juhren et al. 1957), air movement during
exposure (Brenann and Leone 1968), and mineral nutrition
(Leone and Brenann 1970).  Environmental conditions between
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growth chambers should be closely maintained, as specified
in this protocol, to ensure common test conditions.   If
large growth rooms or greenhouse facilities are used,
comparability of the environment between small groups of
plants is not as critical, and environmental specifications
may be relaxed.
              a.  Carbon Dioxide Concentration
    The carbon dioxide concentration should be high enough
for photosynthesis to occur at a level which will  allow
normal plant growth and biomass accumulation.
Photosynthetic rates vary directly with carbon dioxide
partial pressures.  In addition, abnormally high levels of
carbon dioxide can affect carbohydrate translocation  from
the leaves.  Therefore, the concentration of carbon dioxide
in the air surrounding test plants should be kept  within
limits conducive to normal plant growth (350 _+_ 50  ppm) .  The
carbon dioxide concentration is not expected to be of
concern in greenhouse facilities.
    In growth chambers, however, carbon dioxide depletion by
rapidly photosyn thes izing plants may be a real concern.  The
extent of depletion is a function of chamber volume,  rate of
air exchange between the chambers and the outside, the
number, size, and type of plants, and the growth conditions
maintained in the chambers (Hellmers and Giles 1979,  Pallas
1979).  Attempts to reduce carbon dioxide depletion by
increasing the air exchange rate between the outside  air and
the chamber would probably eliminate temperature and
humidity control within the chambers (Downs and Hellmers
1975).  An appropriate system for carbon dioxide control in
up to 5 chambers is described by Hellmers and Giles
                                19

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                                                        ES-10
                                                 August,  1982
(1979).  Alternatively, the use of fewer plants per  chamber
may be an appropriate means of avoiding carbon  dioxide
depletion problems.
              b.   Irradiation
    The growth chamber  irradiation spectrum should be as
similar to natural sunlight as possible in order  for test
plants to respond  normally.  Light drives the photosynthetic
process and specific wavelengths cause particular responses
(e.g., the phytochrome  reactions) in plants.  Therefore,  it
is important that  light quality and intensity remain
constant throughout the test.  Irradiation in chambers
should be 350 _+_ 50 uE/m2 sec at 400-700 nm measured at  the
top of the plant canopy.  This corresponds roughly to full,
direct sun plus diffuse radiation.  Artificial  lighting is
used in growth chambers and as supplemental lighting in
greenhouses.  However,  lamps may weaken, cease  to function,
or function abnormally  and fail in the course of  long-term
tests.  Lamp failures should be corrected as soon as
observed and the changes in light quality and intensity
resulting from the lamp failures should be recorded.
    For light quality and intensity to approach that of
natural sunlight,  the light source commonly consists of
either a fluorescent-incandescent system, a high  intensity
discharge system (HID) composed of metal halide lamps, or a
combination of metal halide and high-pressure sodium
lamps.  Combinations of lamps are necessary for artificial
lighting bcause there is no single lamp which is  capable of
emanating light of the same quality and intensity as natural
sunlight, although the metal halide lamp closely  approaches
ideal lighting conditions.
                                20

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                                                        ES-10
                                                 August,  1982
    HID systems produce intense light that may not be
obtainable in other ways  (McFarlane 1978).   Because  these
lamps emit radiation in discrete line spectra, researchers
frequently combine two different types of HID lamps  in
growth chambers to obtain a more balanced spectrum.  Metal
halide lamps appear to be the most useful type of HID lamp
because their emission spectra are almost continuous over
the 400 to 700 run wavebands.  However, a combination of
metal halide and sodium HID lamps will provide superior
plant growth to either one alone.
    A fluorescent-incandescent system should be composed of
70-80 percent input wattage of cool-white fluorescent lamps
and 20-30 percent input wattage of incandescent lamps (Downs
1975).  Although incandescent lamps are capable of emanating
light which qualitatively approaches natural sunlight, the
intensity will not approach the 350+50 uE/m2 sec specified
for plant growth.  Increasing the number of  incandescent
lamps would result in overheating the growth chamber.
Fluorescent lighting alone can approach the  intensity of
natural sunlight without overheating the growth chamber,
since very little of the output is in the infrared range
(McFarlane 1978).  Incandescent lights should be included to
provide radiation in the red and infrared regions.
Uniformity and intensity of lighting within  chambers is
routinely improved by covering the walls with highly
reflective materials.
              c.  Photoperiod
    Plants exhibit three basic photoperiodic responses.
Long-day plants will flower only when the light period is
longer than a certain minimum number of hours in a 24 hour
                                21

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                                                        ES-10
                                                 August,  1982
day/night cycle.  Short-day plants will flower only  when  the
light period is shorter than a certain maximum number  of
hours in a 24 hour day/night cycle.  Day-neutral plants will
flower regardless of the length of the light period.   In
this test, long day conditions (16 hours light/8 hours
darkness) are recommended  in order to maximize biomass.
Continuous light, however, is not recommended as a dark
period is required for the phytochrome interconvers ions
necessary in photosynthetic  vascular plants (Salisbury and
Ross 1969).
              d .  Day/Night Temperature
    For any particular plant species, there is an optimal
temperature regime for maximum growth and development.  This
regime may differ between  the phenophases of germination,
vegetative growth, flowering, and fruit development.   The
concept of thermoperiodicity specifies that the temperature
during the light period should be different from that  of  the
dark period for optimal plant growth and development (Downs
1975).  It has been demon-strated that plants grow and
develop better with a day/night temperature differential
(Kramer 1957, Went 1957).  While specific temperature  optima
can be identified for each species, a regime of 25°/20° _+_
3°C is recommended as it will promote suitable growth  and be
cost effective.  If growth chambers or rooms are used,
tolerances of +_ 1°C are recommended to ensure environmental
comparability between growth facilities.
              e.  Relative Humidity
    A literature review by Hoffman (1979) indicates  that
most plants grow well when the atmospheric saturation
deficit is maintained between 5 and 10 mb.  At 25°C, the
                                22

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                                                        ES-10
                                                August,  1982
optimum relative humidity range is 65 to 85 percent.  Most
environmental control facilities with provision for  humidity
control can maintain humidity in this range with an  accuracy
at 25°C of _+ 1.0 to 1.6 mb of vapor pressure  (+_ 3 to  5
percent relative humidity).  Humidity levels  have been
observed to affect plant growth and development, rates  of
carbon dioxide exchange, flowering, nutrient  transport, and
susceptibility to air pollution (Thurtell 1979).  However,
these are generally the responses of plants to their  total
environments and are not unique to the humidity of the
air.   During the daylight period the relative humidity  in
the growth chamber should be maintained within the optimal
range of 65 to 85 percent.  When several chambers should be
maintained as comparable environments, a relative humidity
of 70 +_ 5 percent is recommended.  During the dark period,
relative humidity should approach saturation, as it  normally
does  in natural environments.
    D.  Reporting
    The sponsor should submit to the Agency all data
developed during the test which are suggestive or predictive
of phytotoxici ty.  If. testing specifications  are followed,
the sponsor should report that specified procedures  were
followed and present the results.  If alternative procedures
were  used instead of those recommended in the test
guideline, then the protocol used should be fully described
and justified.
    Environmental test (growth) conditions, chemical
concentrations, quantity of chemical applied, number  of
applications, test data, concentration response curves, and
statistical analyses should all be reported.  The
                                23

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                                                        ES-10
                                                 August,  1982
justification for this body  of  information  is  contained  in
this support document.   If plant species  other than the  ten
recommended were used, the rationale  for  the selection of
other species should  also be provided.
III.  Economic Aspects
    The Agency awarded a contract  to  Enviro Control,  Inc.  to
provide us with an estimate  of  the cost for performing an
early seedling growth test according  to this guideline.
Enviro Control supplied us with two estimates;  a  protocol
estimate and a laboratory survey estimate.
    The protocol estimate was $1,184.  This estimate  was
prepared by identifying  the major  tasks needed  to do  a test
and estimating the hours to  accomplish each task.
Appropriate hourly rates were then applied  to  yield a total
direct labor charge.  An estimated average  overhead rate of
115%, other direct costs of  $338, a general and
administrative rate of 10%, and a fee of  20% were  then added
to the direct labor charge to yield the final  estimate.
    Enviro Control estimated that differences  in  salaries,
equipment, overhead costs and other factors between
laboratories could result in as much as 50% variation from
this estimate.  Consequently, they estimated that test costs
could range from $592 to $1,776.
    The laboratory survey estimate was $12,938, the mean of
the estimates received from  two laboratories.   The  estimates
ranged from $9,600 to $16,000 and were based on the costs  to
perform the test according to this Guideline.
                                24

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                                                        ES-10
                                                 August,  1982
IV.  References
Anderson RN.  1969.  A search fo-r  atrazine  resistance  in
soybeans.  Weed Sci. Soc. Amer. Abstr. No.  157.

Audus LJ.  1964.  Herbicide behavior  in  the soil.   II.
Interactions with soil microorganisms.   In:  The physiology
and biochemistry of herbicides.  Chap. 5.   New York:
Academic Press,  pp. 168-206.

Beall ML Jr. and Nash RG.  1971.   Organochlorine  insecticide
residues in soybean plant tops: root  vs. vapor sorption.
Agron. J. 63:460-464.

Beall ML Jr. and Nash RG.  1969.   Crop seedling uptake  of
DDT, dieldrin, endrin, and heptachlor from  soil.   Agron.  J.
61:571-575.

Beetsman GD, Kenney DR,  Chesters G.   1969.   Dieldrin uptake
by corn as affected by soil properties.  Agron. J.  61:247-
250.

Behrens R.  1970.  Quantitative determination of  triazine
herbicides in soils by bioassay.   Residue Rev. 32:  355-369.

Bennett JH, Hill C, Gates DM.   1973.  A  model for  gaseous
pollutant sorption by leaves.   J.  Air Poll.  Control Assoc.
23:957-962.

Black VJ and (Jnsworth MH.  1979.   Resistance analysis  of
sulphur dioxide fluxes to Vicia faba.  Nature 282:68-69.

Brenann E and Leone IA.  1968.  The response of plants  to
sulfur dioxide or ozone-polluted air supplied at  varying
flow rates.  Phytopathology 58:1661-1669.

Brown AWA.  1978.  Ecology of Pesticides.   New York: John
Wiley and Sons, pp. 320-343.

Carleton AE and Cooper CS.  1972.  Seed  size effects upon
seedling vigor or three  forage  legumes.  Crop Sci.  12:  183-
186.

Chou SF, Jacobs LW, Penner D, Tiedje JM.  1978.   Absence  of
plant uptake and translocation  of  polybrominated  biphenyls
(PBBs).  Environ. Health Perspect. 23:9-12.
                                25

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                                                        ES-10
                                                 August,  1982
Cole LK, Sanborn JR, Me teaIf RL.  1976.   Inhibition  of  corn
growth by aldrin and the  insecticide's fate  in  the soil,
air, crop, and wildlife of a terrestrial  model  ecosystem.
Environ. Entomol. 5:583-589.

Darwent AL and Behrens R.  1972.  Effect  of  pretreatment
environment on 2,4-D phytotoxicity.  Weed Sci.  20:540-544.

Downs RJ.  1975.  Controlled Environments for Plant
Research.  New York: Columbia University  Press.

Downs RJ and Helmers H.   1975.  Environment  and  the
environmental control of  plant growth.  New  York: Academic
Press.

Dunning JA and Heck WW.   1973.  Response  of  pinto bean  and
tobacco to ozone as conditioned by light  intensity and/or
humidity.  Environ. Sci.  Tech.  7:824-826.

Fowler D and Unsworth MH.  1974.  Dry deposition of  sulphur
dioxide on wheat.  Nature 249:389-390.

Fuhr F and Mittelstaedt W.  1980.  Plant  experiments on the
bioavailability of unextracted  [carbonyl-^-^C]
methabenzthiazuron residue from soil.  J. Agric. Food
Chem.  28:122-125.

Hammer PA and Uquhart NS.  1979.  Precision  and
replication:  Critique II.  In: Tibbitts  TW  and  Kozlowski
eds .  Controlled environment guidelines for  plant
research.  New York: Academic Press,  pp. 364-368.

Hellmers H and Giles LJ.  1979.  Carbon dioxide: Critique
I.  In: Tibbitts TW and Kozlowski TT, eds.   Controlled
environment guidelines for plant research.   New York:
Academic Press,  pp. 229-234.

Hikino H.  1978.  Study on the development of the test
methods for evaluation of the effects of  chemicals on
plants.  Chemical Research Report No. 4.  Tokyo, Japan:
Office of Health Studies, Environmental Agency  Japan.

Hoffman GL.  1979.  Humidity.  In: Tibbitts  TW  and Kozlowski
TT, eds.  Controlled environment guidelines  for plant
research.  New York: Academic Press,  pp. 141-172.
                                26

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                                                        ES-10
                                                August,  1982
Horowitz M.  1976.  Application of bioassay techniques  to
herbicide  investigations.  Weed Res. 16:209-215.

Juhren M, Nobel W, Went FW.  1957.  The standardization of
Poa annua  as an indicator of smog concentrations.   I.
Effects of temperature, photoperiod, and light  intensity
during growth of  the test plants.  Plant Physiol.  32:576-
586.

Kelly JM, Parker GR, McFee WW.  1980.  Heavy metal
accumulation and growth of seedlings of five forest species
as influenced by soil cadmium level.  J. Environ.  Qual.
8:361-364.

Kramer PJ.  1957.  Some effects of various combinations of
day and night temperatures and photoperiod on height growth
of loblolly pine seedlings.  Forest Sci. 3:45-55.

Leone IA and Brenanne.  1970.  Ozone toxicity in tomatoes as
modified by phosphorus nutrition.  Phytopathology  60:1521-
1524.

McFarlane JC.  1978.  Light.  In: A growth chamber manual
(Langhaus  RW, ed.  New York: Corns tock Publishing Associates.

McFarlane JC.  1979.  Radiation:  Guidelines.   In:  Tibbitts
TW and Kozlowski TT, eds.  Controlled environment  guidelines
for plant  research.  New York: Academic Press,  pp. 55-74.

O'Dell RA, Takeri M, Kabel RL.  1977.  A model  for  uptake of
pollutants by vegetation.  J. Air Poll. Control Assoc.
27:1104-1109.

Pallas JE.  1979.  Carbon dioxide.  In: Tibbitts TW and
Kozlowski TT, eds.  Controlled environment guidelines  for
plant research.  New York: Academic Press,  pp. 207-228.

Pollock BM and Roos EE.  1972.  Seed and seedling  vigor.
In: Kozlowski ed . , Seed biology, Vol. I.  New York: Academic
Press, pp. 313-387.

Rawlins SL.  1979.  Watering.  In: Tibbitts TW  and  Kozlowski
TT, eds.  Controlled environment guidelines for plant
research.  New York: Academic Press,  pp. 271-289.
                                27

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                                                        ES-10
                                                 August,  1982
Rich S, Waggoner PE, Tomlinson H.   1970.   Ozone  uptake  by
bean leaves.  Science  169:79-80.

Rogers HH, Jeffries HE, Stahel EP,  Heck WW,  Ripperton  LA,
Witherspoon AM.  1977.  Measuring  air pollutant  uptake  by
plants: A direct kinetic technique.  J. Air  Pollut.  Control
Assoc. 27:1192-1197.

Salisbury FB and Ross  C.   1969.  Plant Physiology.   Belmont,
California: Wadsworth.

Santelmann PW.  1972.  Herbicide bioassay.   In:  Truelove B,
ed. Research methods in weed science.  Auburn, Alabama.
Weed Sci. Soc., pp. 91-101.

Sharpies GC.  1970.  The effects of seed size  on lettuce
germination and growth.  Prog. Arg. Ariz.  22:10-11.

Smith DW, Welch NC and Little TM.   1973.   Studies on lettuce
seed quality.  I. Effect of seed size and  weight on  vigor.
J. Amer. Soc. Hort. Sci. 98:529-533.

Thurtell GW.  1979.  Humidity: Critique I.   In:  Tibbitts TW
and Kozlowski TT, ed.  Controlled  environment  guidelines
plant research.  New York: Academic Press,   pp.  173-175.

USEPA.  1979.  U.S. Environmental  Protection Agency.   Toxic
substances control.  Discussion of  premanufacture testing
policy and technical issues; request for comment.  Fed.
Regist. March 16, 1979.  44:16240-16292.

Went FW.  1957.  Environmental Control of  Plant  Growth.  New
York: Ronald Press.

Whalley RDB, McKell CM, Green LR.   1966.   Seedling vigor and
the early non-photosynthetic stage  of seedling growth  in
grasses.  Crop Sci. 6:147-150.

Wheeler RM and Salisbury FB.  1979.  Water spray as  a
convenient means of imparting mechanical stimulation to
plants.  Hortscience 14:270-271.

Whit taker RH.  1970.   The  biochemical ecology  of higher
plants.  In: Sondheimer E, Simeone  JD, ed. Chemical  Ecology,
New York: Academic Press.
                                28

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                                                        ES-1 0
                                                 August,  1982
Wickliff C, Evans HJ, Carter KR, Russell SA.   1980.   Cadmium
effects on the nitrogen fixation system of  red  alder.  J.
Environ. Qual. 9:180-184.
Winner WE and Mooney HA.  1980.   Ecology of  SO
I. Effects of fumigations on gas  exchange  of
evergreen shrubs. Oecologia 44:290-295.
 2 resistance:
deciduous and
                                29

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                                  EG-14
                                  August, 1982
   PLANT UPTAKE  AND  TRANSLOCATION TEST
        OFFICE OF TOXIC SUBSTANCES
OFFICE OF PESTICIDES  AND  TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C. 20460

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Office of Toxic Substances                                 EG-14
Guideline for Testing Chemicals                     August,  1982
               PLANT UPTAKE AND TRANSLOCATION  TEST
    (a)  Purpose. The guideline in this section  is  intended  for

use in developing data on the uptake  and  translocation of

chemical substances and mixtures  ("chemicals") by  terrestrial

plants subject to environmental effects  test  regulations  under

the Toxic Substances Control Act  (TSCA)  (Pub.L.  94-469,  90  Stat.

2003, 14 U..S.C. 2601 et. s eg.) .   This guideline  prescribes  tests

using commercially  important terrestrial  plants  to  develop  data

on the quantity of  chemical substances  incorporated in plant

tissues and the potential for entry into  food  chains  with

resultant indirect  human exposure.  The United States

Environmental Protection Agency (USEPA) will  use data  from  these

tests in assessing  the hazard of  a chemical  to the  environment.

    (b)  Definitions.  The definitions  in section  3 of the

Toxic Substances Control Act (TSCA),  and  Part 792--Good

Laboratory Practice Standards apply to  this  test guideline.   The

following definitions also apply  to this  guideline:

    (1)  "EC X" means the experimentally  derived chemical

concentration that  is calculated  to effect X  percent of  the test

criterion.

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                                                           EG-14
                                                   August,  1982
    (2)  "Mass balance" means a quantitative accounting of the

distributions of chemical in plant components, support medium,

and test solutions.  It also means a quantitative determination

of uptake as the difference between the quantity of gas entering

an exposure chamber, the quantity leaving the chamber, and the

quantity adsorbed to the chamber walls.

    (3)  "Support media" means the sand or glass beads used to

support the plant.

    (4)  "Translocation" means the transference or transport of

chemical from the site of uptake to other plant components.

    (c)  Test procedures — (1) Summary of the test—(i) Root

exposure.  In preparation for the test, seeds are planted in the

potting containers (or in cotton or glass-wool plugs supported in

hydroponic solution) and, after germination, seedlings thinned,

by pinching the stem at the support surface.  Potting mixtures of

sand or glass beads should be sub-irrigated with nutrient

solution.  Chemicals are applied to the plants via nutrient

solution or adsorbed to the support media.  Carrot, lettuce,

onion, cabbage, and ryegrass may be harvested whenever there is

adequate plant material for chemical analysis.  Cucumber, corn,

soybean, tomato, and oat should be grown until fruit or seed are

mature.

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                                                           EG-14
                                                   August,  1982
    (ii)  Foliar exposure.  The foliar exposure test is  identical

to the root exposure test except that chemicals are applied  to

plants by either spraying or dusting the foliage or exposing  the

plants to gas in a fumigation chamber.   If plants are  fumigated,

either rates of uptake and surface adsorption should be

calculated, or the plants may be harvested and analyzed  for  test

chemical arid residues.

    (2)  Chemical Application—(i) Root  exposure. (A)  Chemicals

that are soluble in water should be dissolved in the nutrient

solution just prior to the beginning of  the  test.  Deionized  or

glass distilled water should be used in  making stock solutions of

the test chemical.  Sufficient quantities of each concentration

should be made up as needed to minimize  storage time and  disposal

volume.

    (B)  Chemicals that are insoluble in water but which  can  be

placed in aqueous suspension with a carrier should be  added,  with

the carrier, to the nutrient solution.   The  carrier should be

soluble in water, relatively non-toxic to plants, and  should  be

used in the minimum amount required to dissolve or suspend the

test chemical.  There are no preferred carriers; however,

acetone, gum arable, polyethylene glycol, ethanol, and others

have been used extensively in testing herbicides, plant  growth

regulators, fungicides, and other chemicals  that affect  plants.

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                                                           EG-14
                                                    August,  1982
Carrier controls should be included in the experimental  design

and tested simultaneously.

    (C)  Water-insoluble chemicals for which no  non-toxic,  water-

soluble carrier is available, should be dissolved  in an

appropriate volatile solvent.  The solution should  be  mixed  with

the sand or glass beads which are then placed  in a  rotary  vacuum

apparatus and evaporated, leaving a uniform coating of chemical

on the sand or beads.  A weighed portion of beads should be

extracted with the same organic solvent and the  chemical assayed

before the potting containers are filled.  Solvent  controls

should be included in  the experimental design  and  tested

s imultaneously.

    (ii)  Foliar exposure.   (A) Water soluble  chemicals  should

be dissolved in deionized or glass distilled water  just  prior to

use.  Sufficient quantities  of each concentration  should be  made

up as needed.  These solutions should be applied at weekly

intervals.  Plants should be placed in an exhaust  hood and  the

chemical applied to the foliage.  A plastic sleeve  may be fitted

over the top of the pot, and the foliage sprayed with  specific

quantities of test solution  at known concentrations.   The plastic

sleeve, confining the  chemical to plant and pot, facilitates

expression of chemical dosage as quantity per  pot area (i.e.,

ug/m^).  Shoots of control plants should be sprayed in an

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                                                           EG-14
                                                   August,  1982
identical manner with deionized or distilled water.


Alternatively, a miniature compressed-air sprayer may  be  mounted


on a pendulum and equipped to automatically spray a plant


positioned directly beneath the center of: its arc of swing.   When


radioisotope-labelled chemicals are applied, health and safety


considerations prohibit spray application.  Instead, specific


quantities of labelled chemical should be applied directly to


leaves in single drops.


    (B)  Water-insoluble chemicals, existing as solids, may  be


prepared for testing by grinding or other reduction to particles


of <200 urn diameter.  These chemicals should be applied at weekly


intervals.  Plants should be placed in an exhaust hood, a plastic


sleeve fitted over the top of the pot, and a specific  quantity  of


chemical sprinkled uniformly over them.  Prior to chemical


application, plants should be misted with water to promote foliar


retention of the chemical.  Control plants also should be misted


with deionized or distilled water at each treatment date  and


dusted with an inert material of the same particle size.


Applications should be expressed as quantity per unit  pot area

           2
(i.e., ug/m ).


    (C)  Chemicals existing in gaseous form at normal  ambient


temperatures and pressures should be generated for use as needed


or stored under pressure.  The bottled gas may be 100  percent

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                                                           EG-14
                                                   August,  1982
pure chemical or mixed with an inert carrier, such as nitrogen,

to known concentrations.  Chemicals of controlled or measured

concentrations should be metered into the exposure chamber,

uniformly mixed about the plants, and exhausted  through  the

outlet port where the flow rate and concentration are again

measured.  Use of this system design provides an alternate method

of analysis if the quantity of chemical sorbed by plants  is  less

than that required for chemical analysis.  Plants should  be

fumigated whenever they have reached sufficient size for

measurement of photosynthesis and transpiration  rates, assuming

equivalent detection sensitivity of carbon dioxide, water vapor,

and chemical analyzers.  The appropriate size is a function  of

the gas exchange system and constitutes an area of expert

judgement.

    (3)  Range-finding test.  (i) A range-finding test should  be

conducted to establish the chemical concentrations used  in the

uptake and translocation test.

    (ii)  Because of the different mechanisms involved in root

and leaf uptake, and to more closely define the chemical

concentrations to be used in the uptake test, the definitive

early seedling growth test is recommended as the range-finding

test.  Seeds should be germinated directly in containers  filled

with sand or glass beads or in cotton or glass-wool plugs

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                                                           EG-14
                                                    August,  1982
supported in hydroponic solution.  When 50 percent  of  the

seedlings have germinated, the seedlings should  be  thinned  (by

pinching) to the 10 most uniform per container and  exposed  to a

concentration series of test chemical.  The  lowest  concentration

in the series, exclusive of controls, should be  at  or  below the

EC 10 while the upper concentration should be at or above  the EC

90. If the anticipated fate of the chemical  is soil or soil-

water, and the mechanism of concern is  root  uptake, the chemical

should be applied in nutrient solution  to the root  support  media

(or coated on sand or glass beads for non-water  soluble

chemicals).  With a chemical whose anticipated mode of exposure

to plants is surface deposition by atmospheric transport or

irrigation water, the appropriate testing method may be foliar

application allowing subsequent movement  into the rooting  zone

with watering.  Effect is assessed as growth reduction.  The

concentration selected as the upper limit for the uptake and

translocation test should be near the threshold  of  visible

injury.  Short exposure periods to gas  in fumigation chambers are

not expected to promote visible injury or gross  reductions  in

growth but may alter stomatal resistance, transpiration, or

photosynthesis.  Absorption and adsorption rates may be

calculated and gas concentrations for definitive testing selected

based on the calculated sorption rates.


                                7

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                                                          EG-14
                                                   August,  1982
    (iii)  Alternatively, the seed germination/root elongation

test or other appropriate phytotoxicity test may be used to

establish the appropriate upper concentration for testing.

    (4)  Definitive test.  (i) The purpose of the uptake and

translocation test is to determine the propensity for a

chemical's accumulation in plants or plant parts.

    (ii)  At least 3 concentrations of chemical, exclusive of

controls, should be used in the uptake test.  Recommended

concentrations would be a descending geometric progression from

the upper concentration tested (i.e. 100, 50, 25 mg/1).  A

minimum of 6 replicate pots per concentration, each containing

from one to four seedlings, should be used.  If techniques other

than radioisotopes are used to determine uptake, more replicates

may be required to provide sufficient plant materials for

analysis.  Test chemicals should be added to the hydroponic or

nutrient solution or coated on glass beads for the root uptake

test;  or sprayed, dusted, or gassed directly on the foliage in

the foliage uptake tests.  Only untreated seed (not treated with

fungicides, repellants, etc.) taken from the same lot, and year

or season of collection should be used in a given test.

    (iii)  Control pots should be included in the experimental

design and should be used in each run.  In addition, a carrier

control should be used for those chemicals that need to be

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                                                           EG-14
                                                   August,  1982
solubilized.

    (iv)  If plants are to be grown hydroponically, seeds should

be planted in plugs of cotton or glass-wool supported  in the  tops

of the containers.  When sand or glass beads are used,  the

recommended planting procedure is to fill potting containers  with

sand or glass beads to within 2.5 cm of the top and to  sow  seeds

directly.  After germination, the seedlings should be  thinned  by

pinching the stem at the support surface.  From one to  four

seedlings per potting container are required depending  on species

tested, the size of the containers, and the size to which the

plants will grow.  When plants are grown hydroponically, one

plant per pot will probably be the preferred method.   The number

of plants selected should provide sufficient biomass  for

analytical procedures.  A greater number of plants may  be

required depending on species tested, duration of test, and

analytical procedures.  Too many plants in a container  may

actually reduce the growth and biomass.

    (v)  Alternate planting methods may be required when the

chemical is highly volatile.  An impervious barrier of

polyethylene film, a modification of the double pot method, a

glass plate, or other appropriate apparatus should be used  to

prevent volatilization from the root zone.  Seeds should be

germinated in the dark at 25°C and seedlings with radicle length

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                                                           EG-14
                                                    August,  1982
in the median range transplanted into the potting containers.

The seedlings should be positioned such that  their  roots  are

exposed to the support media while the shoots pass  through  holes

in the barrier.  A ring of inert, non-phytotoxic, pliable putty

should be used to seal the holes around the stems.  Control pots

should be handled identically except there  is no  exposure to  the

test chemical.  This transplanting procedure, without the

volatilization barrier, is also recommended when  the  test

chemical is adsorbed to the support medium.

    (vi)  Hydroponic solutions should be aerated  and  sand or

glass filled potting containers should be periodically  filled

with nutrient solution and drained to provide aeration.   For  root

exposure tests, the test chemical should be added to  the  nutrient

solution or directly to substrate.  The entire  test solution

should be replaced weekly, or earlier if the concentration  of

chemical in the test or nutrient solution varies  by more  than  20

percent of that specified.  The volume of solution  added  should

be recorded .

    (vii)  The test consists of one run for each  of two specified

plant species.  The duration of a run, for solid  and  liquid

chemicals, should be equal to the length of time  required for  the

particular test variety to achieve sufficient biomass for

testing.  The duration of a run for gasseous  chemicals


                                10

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                                                           EG-14
                                                    August,  1982
should the length of time required  to  make  the  specified  gas

exchange measurements.  For a particular  chemical,  a  run  is

defined as exposure of the plant species  to three concentrations

of test chemical with a minimum of  6 replicate  pots and

appropriate: controls. Exposure is followed  by extraction  and

analysis for parent compound, metabolites,  and  bound  residues in

plant tissues, and in the whole plants  for  solids,  liquids, and

gasses or by calculating rates of absorption and  adsorption of

gasses.

    (viii)  Visible effects (stunting  of  growth,  discoloration,

chlorosis and/or necrosis of the leaves,  decreased  moisture

content, or morphological abnormalities,  etc.)  should be

recorded.

    ( ix)  A randomized complete block  design is recommended for

this test, with blocks delineated within  the chambers or  over

greenhouse benches and randomization of  treatments  occurring

within the blocks.  If, because of  very  large pots  and plants,

there exists inadequate space within chambers for blocking, total

randomization within chambers is acceptable.  This  design is  also

appropriate for the growth of plants to  be  used for foliar

exposure with gas.

    (x)  Irradiation measurements should  be taken at  the  top  of

the plant canopy and the mean, plus a  maximum and a minimum

value, determined over the plant-growing  area.   These


                                11

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                                                          EG-14
                                                   August, 1982
measurements should be taken at the start of the test, at

biweekly intervals during the test, and at test termination.   If

the test is conducted in a greenhouse facility, hourly

measurements of irradiation should be recorded and presented as

daily total irradiance plus representative hourly curves for

clear sky conditions and cloudy days.

    (xi)  Temperature and humidity measurements should be

measured daily at the top of the plant canopy during each  light

and dark period.

    (xii)  Measurements of carbon dioxide concentration should be

made at the top of the plant canopy (of chamber-growth plants) on

a "continuous" basis.

    (xiii)   The amount of water and nutrient solution depleted

each week should be recorded, to observe changes in

evapotranspiration rates which may indicate stress.  Furthermore,

these data  will be used to compute chemical uptake per volume  of

water transpired for the uptake test.

    (5)  [Reserved]

    (6)  Analytical measurements — (i) Solid or liquid test

chemicals^.  (A) Stock solutions should be diluted with glass-

distilled or deionized water to obtain the test solutions.

Standard analytical methods, if available, should be used  to

establish concentrations of these solutions and should be


                                12

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                                                           EG-14
                                                    August,  1982
validated before beginning the test.  An analytical  method  is  not

acceptable if likely degradation products of  the  chemical,  such

as hydrolysis and oxidation products, give positive  or negative

interference.  The pH of these solutions should also be  measured

prior to use.

    (B)  The entire plant should be harvested, rinsed with  a

minimum amount of water  (which is returned to the  nutrient

solution), and separated into its respective  organs  as follows:

carrot - root peels, peeled roots, and tops;  cucumber -  fruit,

vines plus leaves, and roots; corn - kernels, husk plus  cob,

stalk plus leaves, and roots; lettuce - tops  and  roots;  onion  -

bulb and tops; ryegrass  - tops and roots; soybean -  grain,  chaff

plus tops, and roots; oats - grain, chaff plus tops,  and roots;

tomato - fruit, vines, and roots; cabbage - head  and roots.

Plants from  two pots in  each treatment may be pooled, giving  3

replicate sample pools per treatment.  After  the  fresh weights of

the plant organs are obtained, each pool of organs should be

subsampled for percent moisture determinations by drying, at  70°C

for 24 hours in a forced-air drying oven, and weighing.   Percent

moisture determined from these subsamples is  used  to correct  for

dry weight of the fresh  samples which should  then  be homogenized

and extracted in organic and aqueous solvents.  If radioisotopes

are used, the amount of  test chemical in each extract should  be


                                13

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                                                          EG-14
                                                   August,  1982
determined by liquid or solid scintillation depending on the  type

of radiation; otherwise, the amount of chemical should be

determined by standard methods.  At test completion, the root

support material should be washed in organic and then aqueous

solvent and analyzed for test chemical before discarding.

    (C)  A suggested extraction procedure appropriate for many

organic chemicals is as follows: One gram of plant material

should be homogenized with one gram of solvent-washed anhydrous

sodium sulfate in 4 ml of hexane or acetonitrile.  The homogenate

should be filtered or centrifuged, the solid residue rinsed with

an appropriate organic solvent, and the filtrate or supernatant

combined with the rinse.  The solid residue should be extracted

by sequentially (_!_) homogenizing in water, (2) centrifuging and

decanting the supernatant, (_3_) extracting of the pellet with  6N

hydrochloric acid at 60°C for 10 hours, (_4_) subsequently

digesting with ION potassium hydroxide, and (_5_) combining

supernatants.  The resulting solution should be analyzed by

liquid scintillation spectrometry or GLC methodology.  The

organic extract should be evaporated under vacuum to a

sufficiently small volume for thin layer chroma tog raphy (TLC) and

co-chromatographed on silica gel plates with known standards  of

the parent chemical.  If radioisotopes were used, the

chromatographs could be scanned for radioactive substances on a

radiochromatogram scanner.  Alternatively, zones may be


                                14

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                                                           EG-14
                                                    August,  1982
removed from the plates, extracted, and  the quantity  of  chemical

from each zone determined by liquid scintillation  spectrometry  or

GLC methodology.  The unextractable chemical  in  the remaining

residue may be determined by oxidizing  the  residue  in a  complete

combustion oxidizer.

    (ii)  Ciaseous test chemicals.  (A) A  gas exposure  system

yields requisite data for a direct calculation of  uptake  rates.

At steady state, chemical uptake may be  determined  by a  mass

balance calculation.  Correction for adsorption  to surfaces of

the exposure chamber should be made by operating the  system

without plants.  Pots filled with hydroponic  solution or  support

media should be  included in the system  adsorption  calibration.

Consequently, chemical analyses of plant  tissues exposed  to

gaseous chemicals may not be required in order to  demonstrate  and

quantitate uptake rates.

    (B)  Altered rates of net photosynthesis, transpiration, and

stomatal conductance are anticipated as  a result of chemical

uptake.  Rates of these physiological processes  before,  during,

and after exposure  to the gaseous chemical should  be  determined.

Data required for these calculations are available  as a

consequence of maintaining the specified  environmental conditions

within the fumigation chamber.
                                15

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                                                          EG-14
                                                   August, 1982
    (iii)  Numerical.  Mass of pooled plant organs and pooled

whole plants should be measured for the uptake and translocation

test and subjected to chemical analyses (above) to quantify free

parent test chemical, its metabolites and soluble and bound

residues.  Mass balance of the test chemical and

evapotranspiration rates of the plants are also determined.

Means and standard deviations should be calculated and plotted

for each of the above for every treatment and control.  The data

should also be subjected to an analysis of variance.

    (d)  Test conditions — (1)  Test species. (i) Test plants

recommended for the uptake test include:

    Lycopers icon esculentum (toma to)

    Cucumis sativus (cucumber)

    Lactuca sativa (lettuce)

    Glycine max (soybean)

    Brass ica oleracea (cabbage)

    Avena sativa (oat)

    Lolium perenne (perennial ryegrass)

    Allium cepa (common onion)

    Daucus carota (carrot)

    Zea mays (corn)

    (ii) Other species of economic or ecologic importance to the

region of impact, may also be appropriate and selected for


                                16

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                                                          EG-14
                                                   August,  1982
testing.  Two species of potentially differing sensitivity should

be selected such as a monocotyledonous and a dicotyledonous

species.  It is further suggested that the test plants selected

should be of different growth forms, e.g., a root crop and a  leaf

crop.

     (2)  Facilities — (i) Apparatus.  Greenhouses, environmental

chambers, or growth rooms should provide adequate environmental

control to meet the carbon dioxide, humidity, irradiation,

photoperiocl, and temperature specifications.  Chambers should be

designed to prevent escape of internal air into the external

environment other than through appropriate filtering material or

media to prevent contamination of the external environment with

radioactive and/or test substances.  Laboratory facilities for

plant extractions and chemical determinations should include  non-

porous floor covering, absorbant bench covering with non-porous

backing, and adequate disposal facilities to accommodate plant

nutrient, test, and wash solutions containing radioisotope and/or

test chemical at the end of each run, and any bench covering, lab

clothing, or other contaminated materials.

     (ii)  Containers and support media.  For testing purposes, at

least 24 polyethylene pots sufficiently large to grow at least 5

plants up to 28 days or one to three plants to maturity are

required.  If plants are grown hydroponically, one plant per  pot


                                17

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                                                           BG-14
                                                    August,  1982
may be the preferred method.   If a carrier control  is  needed,  30

pots are used.  Potting containers used  in each  experiment should

be of equal size and volume and possess  the same  configuration.

When sand or glass beads are used the potting  containers  should

be filled to within 2.5 cm of  their tops with  sand  or  glass

beads.  Perlite, verraiculite,  native soils, etc., should  not be

used for root support.  Potting containers should be covered with

opaque polyethylene bags to exclude light and  minimize

volatilization of test chemical.

    (iii)  Cleaning and sterilization.   Potting  containers,

nutrient storage containers, and root support  medium should  be

cleaned before use.  All equipment should be washed according  to

good standard laboratory procedures to remove  any residues

remaining from manufacturing or use.  A  dichromate  solution

should not be used for cleaning beads or pots.   Rooting media

other than glass beads should  be discarded at  the end  of  the

experiment.  Disposal should conform to  existing  regulations.

    (iv)  Nutrient media. Half-strength  modified  Hoagland

nutrient solution should be utilized as  nutrient  media for  this

test. Hydroponic solution should be aerated and  sand or glass

beads potting containers should be filled with nutrient solution

and drained periodically.  An  automated  system design  is

recommended.


                                18

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                                                           EG-14
                                                    August,  1982
    (3)  Test parameters. Environmental conditions should  be

maintained as specified below:

    (i)  Carbon dioxide concentrations at 350 ±  50 ppm.

    (ii)  Relative humidity approaching 70 ±  5 percent  during

light periods and 90 percent during dark periods.

    (iii)  Irradiation, measured at 1 meter from  the  source,  at

350±50 uE/rr.2 sec at 400-700 nm.

    (iv)  Fhotoperiod of 16 hours light and 8 hours darkness  for

all species except soybean which should be provided with 11 hours

light and 13 hours darkness prior to flowering.

    (v)  Day/night temperatures at 25°/20° ±  3°C.

    (e)  Reporting .  Reporting requirements of Part 792--Good

Laboratory Practice Standards apply to this guideline.

Concentrations should be expressed in appropriate weight units

per grams of dry plant material and of water  lost by

evapotranspiration.  Data should also include initial and  final

total concentration of the test chemical in the  growth  media.

These data will be used to compute mass balance.  The following

should be reported for each of the species tested in  tabular

form:

    (1)  Solid and liquid test chemicals, (i) Concentration of

chemical in nutrient solution and root support material when

chemical is soluble in water or solubilized with  a carrier


                                19

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                                                           EG-14
                                                   August,  1982
compound, as well as the concentration of carrier compound  in

nutrient solution when carrier is used, or the quantity of

chemical per unit weight of root support material when it is

coated on the material.

    (ii)  The quantity of chemical, the concentration at which  it

was applied, and the number of applications for those chemicals

applied to the foliage.

    (iii)  Environmental conditions (day/night temperatures,

relative humidity, light intensity, carbon dioxide concentration,

and photoperiod) and the occurrence and extent of any disruption

of environmental control facilities.

    (iv)  Mass of each pool of plant organs and by summation, the

mass of whole plants (dry weight after 24 hours at 70°C).

    (v)  Concentration of free parent test chemical, metabolites

and soluble residues, and bound residues in pooled plant organs

and pooled whole plants.

    (vi)  Mass balance of chemical.

    (vii)  Mean evapotranspiration rate per plant.

    (viii)  Visible effects of chemical, if any, on the intact

plants.

    ( ix)  Analysis of variance, F-test, means, and standard

deviation about the mean are calculated under paragraph (e)  (1)

(iv),   (v) (vi), and (vii) of this section.


                                20

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                                                           EG-14
                                                   August,  1982
    (2)  Gaseous test chemicals.  (i) Concentration of gaseous

test chemical at inflow and outflow ports.

    (ii)  Environmental conditions within gas exposure

system  (air temperature, dew point temperature or water  vapor

pressure of incoming and outgoing air streams, light  intensity,

air speed within chamber, carbon dioxide concentration at  inflow

and outflow ports, gas flow rate into and out of exposure

sys tern) .

    (iii)  Mass (dry weight after 24 hours at 70°C) of leaves  and

stems and surface area (one side of leaves) in the exposure

sys tern.

    (iv)  Calculated measurements of photosynthesis,

transpiration, and stomatal conductance before, during,  and  after

exposure to test chemical.

    (v)  Visible effects of chemical, if any, on the  plants.

    (vi)  Analysis of variance, F-test, means, and standard

deviation about the mean are calculated for each of the

following:  (A)  Steady state rates of photosynthesis,

transpiration, and chemical uptake before, during, and after

fumigation.

    (B)  Stomatal conductance or leaf diffusion resistance

before, during, and after fumigation.

    (vii)  If uptake is determined by direct chemical analysis  of


                                21

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                                                           EG-14
                                                   August,  1982
plant tissues, then the reporting requirements also  include:

(A)  Concentration of free parent test chemical, metabolites  and

soluble residues, and bound residues in pooled plant organs and

pooled whole plants.

    (B)  Mass balance of the chemical.

    (C)  Analysis of variance, F-test, means and standard

deviation about the mean under paragraph  (e)(2)(A) and  (B).
                                22

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                                  ES-11
                                  August, 1982
        TECHNICAL SUPPORT DOCUMENT

                    FOR

   PLANT UPTAKE  AND TRANSLOCATION TEST
        OFFICE OF TOXIC SUBSTANCES
OFFICE OF PESTICIDES  AND  TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C. 20460

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                      TABLE  OF  CONTENTS
                                                        Paqe
I.       Purpose                                         1
II.      Scientific Aspects                              1
        General                                         1
        Test Procedures                                 2
        Chemical Application                            2
        Range-Finding Test                              5
        Definitive Test                                 6
        Analytical Measurements                         9
        Test Conditions                                 13
        Test Species                                    13
        Selection                                       13
        Facilities                                      15
        Apparatus                                       15
        Containers and Support Media                    15
        Cleaning and Sterilization                      16
        Nutrient Media                                  17
        Environmental Conditions                        18
        Carbon Dioxide Concentration                    19
        Relative Humidity                               20
        Irradiation                                     21
        Photoperiod                                     23
        Day/Night Temperature                           23
        Reporting                                       24
III.     Economic Aspects                                27
IV.      References                                      28

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Office of Toxic Substances                              ES-11
                                                 August,  1982

                 TECHNICAL SUPPORT DOCUMENT
           FOR PLANT UPTAKE AND TRANSLOCATION TEST
I.   Purpose
    The purpose of this document  is  to provide  the
scientific background and rationale  used  in  the  development
of  Test Guideline EG-14 which uses various plant species  to
evaluate the uptake and translocation of  chemical substances
in plants.  The Document provides an account of  the
scientific evidence and an explanation of the logic used  in
the selection of the test methodology, procedures and
conditions prescribed in the Test Guideline.  Technical
issues and practical considerations  are discussed.   In
addition, estimates of the cost of conducting the test are
provided.
11.  Scientific Aspects
    A.  General
    Chemicals of concern may be transported  to  various sites
as  gasses or dust, solubilized in precipitation  or in
irrigation water, or may be encountered in soils.  It  is
well known that plants readily take  up, translocate,
accumulate, and metabolize chemicals that are nonessential
for plant growth and development.  Such uptake  and
incorporation often represents the first  step in the
transport of these chemicals within  terrestrial  food webs.
The uptake and translocation test addresses  these concerns
of  entry into food webs.  This test  is not concerned with
phytotoxicity; it deals with hazard  to animals  and the
potential for indirect human exposure.

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                                                        ES-11
                                                 August,  1982
    The plant uptake test was selected  for  the  following
reasons:
    o    The incorporation of chemicals  in  plant  tissues,  at
         concentrations not evidencing  visible  injury  to  the
         plant, may provide an unrecognized hazard  to  humans
         and other animals.
    o    The test measures the quantity  of  chemical  adsorbed
         to and absorbed by and translocated within
         terrestrial plants.
    o    The test can be used to evaluate the potential for
         human exposure to toxic compounds  through
         terrestrial food webs.
    o    The data developed, in conjunction with  toxicity
         data and information on chemical fate  and
         transport, provide an important segment  of  the
         scientific basis for risk assessment.
    The test design is a composite of prior plant
experiments in which uptake of heavy metals, pesticides, or
organic chemicals have been investigated (Beall and  Nash
1971, Cole et al. 1976, Chou et al. 1978, Fuhr  and
Mittelstaedt 1980, Kelly et al. 1980, Wickliff  et al.  1980).
    B.  Test Procedures
         1.  Chemical Application
    Chemicals have different physical and chemical
properties which will influence the mode of application.
Water-soluble chemicals will not present a problem but other
chemicals will require different approaches.  In  this
section we have attempted to provide general guidance  by
suggesting some approaches that have been used successfully
in the past.  There is a need for expert scientific  judgment

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                                                        ES-11
                                                August,  1982
in the choice of solvent.  The Agency recognizes the need  to
maintain flexibility, yet ensure that any effects are due  to
the test chemical and not the carrier.  The suggested use  of
carrier controls to distinguish between test chemical and
carrier effects is considered a standard laboratory
practice.
    Water-soluble chemicals are easiest to apply since roots
may absorb chemicals directly from hydroponic or nutrient
solutions and since many air-borne chemicals arrive in
precipitation.  Water-insoluble chemicals require other
procedures to insure contact between the test chemical and
the root and shoot systems.  Appropriate controls are
necessary and are designed to reduce as much as possible,
the number of variables in the system.  One means of
incorporating a water-insoluble chemical into the hydroponic
solution or the nutrient medium is to solubilize it in the
solution with a surfactant or carrier compound.  When a
carrier is used, a carrier control is included in the
procedure to check the carrier's effects on plant growth.  A
minimal quantity of carrier should be used to minimize
carrier effects.
    Foliar applications of powders or sprays should be done
under a hood to ensure worker safety and to minimize growth
chamber contamination.  Control plants should also be moved
from chambers to the hood area and sprayed with distilled,
deionized water whenever the chemical is applied to other
plants by spraying because plants are highly sensitive to
mechanical stresses such as handling (Wheeler and Salisbury
1979) .

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                                                        ES-11
                                                August,  1982
    Attention to maintenance of environmental conditions
during applications of gasses is essential to success of  the
test.  Brenann and Leone (1968) observed that plants exposed
to identical concentrations of pollutants at different gas
flow rates exhibited different toxicity symptoms.  These
observed variations are understandable when considered in
terms of the effect of environmental physics on mass
transport to the leaves and on the physiological condition
of the plants.  In order that each plant in the gas exposure
chamber receive the same dosage, chamber design should
provide a spatially uniform test chemical distribution.
Movement of gaseous substances to the leaf surfaces is
dependent upon air turbulance around the leaves reducing  the
boundary layer thickness (Fowler and Unsworth 1974, O'Dell
et al. 1977).  Some substances may impact or condense on  the
surface of the plants (Fowler and Unsworth 1974) while
others may diffuse through stomatal pores or across the
cuticle to the leaf's interior (Black and Unsworth 1979,
Rich et al. 1970).  The cuticle provides an effective
barrier for gaseous substances and several investigators
have shown chemical absorption to be regulated by the same
factors that control stomatal opening including light,
temperature, humidity, carbon dioxide concentration, and
plant water status (Bennett et al. 1973, Black and Unsworth
1979, Rich et al. 1970, Winner and Mooney 1980).  Specified
environmental conditions allow for normal stomatal response
and plant growth.  These conditions should be maintained
during plant exposure to chemicals.  The exposure chamber
designed by Rogers et al. (1977) meets the environmental
criteria and the criteria of uniform gas distribution within
the chamber.

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                                                        ES-11
                                                 August,  1982
    The growth medium control provides a baseline  check of
the effects of hydroponic solution, potting material,
nutrient solution, and the testing environment on  plant
growth during each test.  This control is simply the plant
growing in the hydroponic solution or root support material
and maintained by the nutrient solution without test
chemical, solvent, or carrier.  This control is required  in
each run regardless of whether or not the chemical is
soluble in water.  It is the only control used when the
chemical is water-soluble and is applied directly  to the
support media or is applied as foliar dust or spray.
    A second control is also recommended whenever  a carrier
(solubilizer, or non-aqueous solvent) is used to maximize
contact between  the chemical and the plant.  The solvent  or
carrier control  is used to check carrier effects on plant
physiology and growth and on processes affecting chemical
uptake and translocation.
    If chemical  volatilization is anticipated, a
modification of  the double pot method is used in which
germinated seedlings of uniform size are transplanted  into
the potting containers; an impervious barrier of
polyethylene film is placed over the root support  material
and seedlings are positioned such that their roots are
exposed to the support material and are sealed in  place with
a ring of non-toxic, inert, pliable putty.
         2.,  Range-Finding Test
    It is recommended that a range-finding test be conducted
prior to the uptake and translocation test to reduce the
risk of using an inappropriate concentration series in the
definitive test.  In order to minimize the costs and time

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                                                        ES-11
                                                 August,  1982
required to obtain the requisite data, nominal
concentrations are permitted, replicates are  not  required,
and other test procedures and conditions are  relaxed.
    It may be possible to use results of previously
conducted plant effects tests rather than conducting a
range-finding test.  For instance, results of the seed
germination/root elongation test, the early seedling growth
test, or other appropriate phytotoxicity tests may be used
to establish the appropriate upper concentration  for
t es t i ng .
         3.  Definitive Test
    The specific requirements of the uptake and
translocation test are the analytical determinations of
chemical con-centrations, the selection of uniformly sized
seedlings, the unbiased selection of seedlings for each
treatment, the use of controls, and the recording, analysis,
and presentation of data.  These requirements assure that
the propensity for a chemical to accumulate in plants or
plant parts is accurately elucidated, that uptake and
translocation phenomena are not confounded by differential
plant vigor, and that the results are clearly presented.
Reporting the occurrence of such abnormalities as stunting,
discoloration, chlorosis and/or necrosis of leaves, etc.
provides qualitative data that may help explain deviations
from expected uptake trends.
    The purpose of the uptake and translocation test is to
determine the propensity of a chemical to accumulate in
plants or plant parts for each species tested with a minimum
of testing beyond the range-finding test.  The concentration
range for the uptake and translocation test is based upon

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                                                        ES-11
                                                 August,  1982
the results of the range-finding test for that species.   It
is probable that each species tested will require  a
different exposure concentration series and will exhibit
different uptake and translocation rates.
    Plants from 2 of the 6 pots per treatments are pooled,
giving 3 replicate sample pools per treatment.  The purpose
of pooling the plants is to insure that there is sufficient
sample biomass for all the specified analyses.  Since  the
reported results should include a statistical summary  of  the
data, plants from al1 6 pots per treatment cannot  be pooled
into one sample pool.  However, if chemical recovery is
insufficient to permit measurement (not due to sensitivity
of the analytical method), a single analysis of pooled
material from all six pots may be required to confirm  lack
of uptake.
    The randomized complete block design is the recommended
experimental design for the uptake and translocation test.
If growth chambers are used, it is essential that  the
investigator randomly assign plant containers to treatments
to assure that each plant has the same chance of receiving
any of the treatments (exposure level of test chemical)
(Hammer and Urquhart 1979).  To account for variation  within
the chamber and to increase the sensitivity for detecting
treatment differences, small square blocks should  be
delineated with randomization of treatments within blocks.
Replication should occur over chambers (of the same type)
as, in many cases, a with in-chamber estimate of residual
variance badly underestimates the between chamber  estimate
(Hammer and Urquhart 1979).  This means that differences
between chcimbers are often greater than differences in

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                                                        ES-11
                                                August,  1982
growth and environmental conditions within chambers.   In  the
event that blocking within chambers is  impossible,  total
randomization is acceptable.
    In order to substantiate that abiotic test  conditions
were maintained within specified limits, it will be
necessary to measure and record irradiation, photoperiod,
temperature, and humidity throughout the test.  Requisite
instruments are readily available, easily maintained,  and
should not increase complexity or costs of the  test.   In
fact, these measurements should be made in order to maintain
the specified growing conditions.
    To standardize procedures and provide acceptable data,
McFarlane (1979) suggested that radiation measurements be
taken at the top of the plant canopy and that a mean,  plus  a
maximum and a minimum value, be obtained over the plant-
growing area.  These measurements should be taken daily and
should be taken and recorded at least at the start and
finish of the test.  If greenhouse facilities are used,
hourly measurements of irradiation should be recorded  and
presented as daily total irradiance.  Representative hourly
curves of irradiation for clear sky conditions  and cloudy
days should also be presented to more fully describe the
light climate.
    The photoperiod to which each test  organism is exposed
should be reported.  If deviations from the recommended
photoperiod occur, they should be recorded so that  the
potential impact on plant growth can be assessed.
    Day/night temperature measurements  should be taken at
least daily at the top of the plant canopy.  Data reported
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period in the study and the range of variation over  the
growing area.
    Humidity should be measured at  the same  time  and
location as temperature, and correspondingly reported.
    If plants are grown in chambers, it will be necessary  to
monitor carbon dioxide concentration in the  chamber  air  to
ensure that excessive depletions do not occur as  a  result  of
rapid photosynthesis rates of the seedlings.  These  data
should also be reported.
         4.  Analytical Measurements
    It is imperative that the actual concentration  of
chemical to which plants are exposed be determined  with  the
best available analytical precision.  Analysis of stock
solutions and test solutions just prior to use will  minimize
problems with storage such as formation of degradation
products, adsorption to container walls, or  chemical
transformations.  Nominal concentrations are not  adequate
for the purposes of the definitive tests.
    The pH of the test solution should be measured  prior to
testing to determine if it lies outside of the species'
optimal range.  While it is recognized that  plants  grow  over
a broad range of hydrogen-ion concentration  and typically
exhibit a pH optima for growth, this test guideline  does not
include pH adjustment for the following reasons:  the use of
acid or base may chemically alter the test chemical  making
it more or less toxic, the amount of acid or base needed to
adjust the pH may vary from one test solution concentration
to the text, and the effect the test substance has on pH may
indirectly affect the growth, development, and uptake
processes of the test plant.  Therefore, the pH of each  test

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solution should be determined and compared with the
acceptable range for growth and development of the test
species.
    Harvested plants are rinsed with water to remove any
surface depositions of the test chemical.  This rinse water
is retained for purposes of the mass balance calculations.
The plants are separated into component parts representative
of use.  Plant component parts are pooled to provide
sufficient material for chemical analysis.  Subsamples of
the pooled plants are oven dried and weighed; and dry weight
equivalents are calculated for each component.  This
procedure avoids the potential volatilization of organic
chemicals from the plant tissues during the drying process.
    Because the chemical may be differentially soluble in
organic and aqueous solvents, both are included in the
extraction procedure.  The nature of the organic solvent
used will depend upon the particular chemical properties.
Hexane or acetonitrite is suggested in the homogenization
procedure.  They are commonly used organic solvents and most
organic compounds will dissolve in them.  Anhydrous sodium
sulfate is used to absorb water from the mixture and
minimize moisture complications in the procedure.  The
organic solution is separated from the homogenate and may be
analyzed by liquid scintillation spectrometry in order to
determine the amount of radioactive compound in the
extractable organic portion.
    If the chemical is present in the organic extract, it
can be identified and quantified by thin-layer
chromatography followed by autoradiography of the thin-layer
plates and/or counting with a radiochromatogram scanner.
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    A water soluble chemical would be expected  to appear
primarily in the aqueous extract of the plant sample
homogenate.   Therefore, chemical analysis of the aqueous
extract is also conducted as above.
    Metabolites and soluble residues of the chemical may
also be present in the organic and aqueous extracts of plant
homogenates.  Liquid scintillation counting of  the extracts
followed by evaporation and thin-layer chromatography
provides a measurement of metabolites and soluble residues
of appropriately labeled chemicals but does not allow for
differentiation between chemical forms.
    Bound residues are those forms of the chemical in the
plants that are not extractable in either organic or aqueous
solvents.  Plant tissues should be digested in  some manner
before bound residues can be measured.  Three methods are
available: (1) digestion with a tissue solubilizer, (2)
complete combustion oxidation and collection of carbon
dioxide and (3) wet digestion.  When the test chemical is
labeled with 3H or 14C, either digestion with a tissue
solubilizer or complete combustion oxidation is
applicable.,   Of the two, combustion oxidation is preferred,
because tissue solubilization does not dissolve all material
at the same rate and may result in quenching and
interference in the scintillation solution.  This problem
does not appear in the carbon dioxide solution  resulting
from combustion oxidation.  When the test chemical is
labeled with 32P or 35S, either digestion with  a tissue
solubilizer or wet digestion is appropriate.  Wet digestion
is preferred for 32P or 35S determination because it results
in a more complete digestion of plant tissue than occurs
with a tissue solubilizer.
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    Although it may be possible to determine plant uptake of
gases by analytical chemistry, a direct mass balance
calculation during plant exposure may be preferred.  This
would completely eliminate the need to do chemical analyses
of plant tissues and be very time and cost effective.
Measured rates of photosynthesis and transpiration prior  to
fumigation are essential in order to establish that
environmental conditions in the exposure chamber are
conducive to normal physiological processes and that the
stomates are open.  In addition, this establishes a base
level rate (zero chemical concentration) of important
physiological processes.  Rates of photosynthesis during  and
after fumigation provide indications of chronic
phytotoxicity and, with data on stomatal conductivity, also
allow considerations of mechanism of chemical action and of
plant resistance to the chemical (Winner and Mooney 1980).
Details of equipment requirements and calculations for gas
exchange/fumigation studies can be found in Bennett et al.
(1973), Black and Unsworth (1979), Keller (1980), O'Dell et
al. (1977), Rogers et al. (1979), Thompson et al. (1979),
and Winner and Mooney (1980).
    The mass of pooled plant organs and pooled whole plants,
the mass of chemical in each plant pool, rates of trans-
piration and photosyn thetis, and values of stomatal
conductivity (when determined) are analyzed.  Means and
standard deviations are calculated and plotted for each
treatment and control and the data are subjected to analysis
of variance.
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    C.  Test Conditions
         1.   Test Species
              a.  Selection
    The ten terrestrial plant species recommended for  the
seed germination/root elongation, early seedling growth, and
plant uptake test guidelines are as follows:
         Lycopersicon esculentum (tomato)
         Cucumis sativus (cucumber)
         Lactuca sativa (lettuce)
         Glycine max (soybean)
         Brassica oleracea (cabbage)
         Avena sativa (oat)
         Lolium perenne (perennial ryegrass)
         Allium cepa (common onion)
         Daucus carota  (carrot)
         Zea mays (corn)
    In addition, other species of economic or ecological
importance to the region of impact may also be tested  in
lieu of these species.  Two species are to be used in  the
plant uptake test.
    These species have been selected for the following
reasons:

    o    As  food, forage, or ornamentals they are
         economically important and constitute major cash
         crops .
    o    Their distribution, abundance and taxonomic
         representation suggest broad coverage of the  plant
         kingdom.
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    o    They are also specified for phytotoxicity testing
         of pesticides (Subpart J, Pesticide Registration
         Guidelines).  Additional justification for
         selection of these test species is provided in
         these guidelines (see FR 45(214): 72948-72978).
    o    They are sensitive to many toxic compounds and have
         been used to some degree in previous bioassays.
         Their use in herbicide bioassays, heavy metal
         screening, salinity and mineral stress tests and
         allelopathic studies indicates a sensitivity to a
         wide variety of stressors (Guenzi and McCalla 1966,
         Geronimo et al. 1973, Puerner and Seigel 1972,
         Wiedman and Appleby 1972, Reynolds 1978, Chang and
         Foy 1971) .
    o    They are compatible with the environmental growth
         conditions and time constraints of the test
         method.  Seed from the selected species germinate
         quickly and easily.  Root growth is rapid and
         uniform. The seed contain no natural inhibitors and
         require no special pretreatment to germinate (such
         as soaking, chilling, prewashing, light, or
         scarification).
    Other species may be substituted for any or all of these
ten species when appropriate.  For example, forest or desert
species may constitute the population at greatest risk.  If
so, those of most value to man or of ecological dominance to
the affected ecosystem should be selected.  The rationale
for selection of alternative species should be discussed
with the Agency and/or supported in the report of findings.
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         2.  Facilities
              a.  Apparatus
    Greenhouse space, growth rooms, or environmental
chambers are equally acceptable as long as the specified
environ-mental conditions are maintained.  The environment
affects growth, metabolism, evapotranspiration, and
photosynthesis and thereby directly and indirectly affects
the plants' abilities to take up, metabolize, or accumulate
chemicals.  Laboratory facilities typically needed include
standard laboratory glassware, a source of distilled water,
work areas to clean and prepare equipment and to measure
chemical concentrations and plant responses, drying ovens,
appropriate equipment for chemical analysis, and proper
disposal facilities.  Without these facilities, the testing
cannot be adequately conducted.
              b.  Containers and Support Media
    Containers for hydroponic solution or root support media
should be composed of inert materials, such as polyethylene,
in order to prevent reaction of test chemicals and/or
carriers with the container.  The root support material
should be composed of inert materials for these same
reasons.  Quartz sand and glass beads are suitably inert
materials and do not readily adsorb substances.  This lack
of adsorption is important because the chemical should be
available for root uptake; it would not be as readily
available if it were adsorbed to the root support material
or container wall.
    Sand or glass beads are used, rather than soil, to avoid
complications associated with variable physical and chemical
properties and microbial populations indigenous to native
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soils.  Native soils are undesirable because of the  varying
clay, sand, and humus components, the  types and proportions
of which vary within the same soil type.  Microbial
populations also vary between soil types.  These variables
alter moisture holding capacity, chemical binding capacity,
aeration, and nutrient and trace element content (Audus
1964, Beetsman et al. 1969, Beall and  Nash 1969).  In
addition to the variations in these physical factors,  there
will also be variation in such chemical properties as  pH and
redox potential.  Because of the impossibility of
controlling physical and chemical properties of native
soils, inert material is required to support the plants with
the only variables being the presence  and concentration of
test chemical.  The purpose of using glass beads or  sand
instead of native soils is not to make test results  more
directly applicable to natural systems, rather it is to
eliminate sources of variation in the  test.
              c.  Cleaning and Sterilization
    Standard good laboratory practices are recommended to
remove dust, dirt, other debris, and organic and inorganic
residues from the test containers and  support media  which
might confound test results.  Residues could enter the
hydroponic or nutrient solution and be taken up by plants,
affecting their growth and/or other metabolic activity,
resulting in misleading data.  A dichromate solution should
not be used for washing containers or  beads because
dichromate may enter the nutrient solution, be taken up by
plants, and affect their growth and metabolic activity.
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              d.  Nutrient Media
    The nutrient medium specified  in  the protocol  is
modified half-strength Hoagland solution (Downs and Helmers
1975).  This nutrient solution  is  recommended  because  all
the constituent compounds are relatively easily obtained and
because it works well for the culture of terrestrial plants.
    Hydroponic or nutrient culture techniques  eliminate
spatial gradients within the growth medium  and maintain  the
root system at uniform levels of aeration,  nutrients,  and
water status (Rawlins 1979).  The  simplest  and most
practical method for routine plant growth in controlled
environments is a sand or gravel culture in which  the  plants
are grown in containers of sand which are periodically
filled to provide water and nutrients, and  drained to
provide aeration.  The frequency of irrigation depends on
the storage capacity of the sand and  the rate  of water use
by the plant.  Use of aerated hydroponic solution  without a
root support media may be preferred by some laboratories.
    Reliability is the primary consideration in the design
of the system which automatically  fills and drains the
containers.  One of the simplest systems includes  a
standpipe connected to an outlet at the bottom of  each
container through a manifold.  The tops of  the containers
are at a uniform elevation.  Periodically,  the solution
level in the standpipe is raised to the corresponding  level
and then lowered below the bottom  of  the containers. This
system requires only one conduit to each container (for both
filling and draining) and permits  variation in the number of
containers.  The standpipe is filled  by a pump from a  lower
storage reservoir.  Electrical power  to start  the  pump and
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                                                August,  1982
close the drain valve is controlled by a clock timer and,
when the nutrient solution eaches the desired level in  the
standpipe, a float switch turns off the power to the pump
and opens the drain allowing the solution to drain back  to
the reservoir.
    If the rate of uptake for test chemicals applied in  the
nutrient solution differs from the rate of nutrient and
water uptake, the exposure concentration will change with
time and differ from that originally specified.  In
addition, chemicals applied to foliage as sprays or dust
will enter the rooting zone and accumulate in the nutrient
solution.  While foliar application is designed to allow for
chemical movement through, and uptake from, the rooting
zone, excessive concentrations of test chemical should  not
be allowed to accumulate in the nutrient solution.  The  test
solution should be replaced when or if the test chemical
concentration differs from that specified by ± 20 percent.
When the chemical is applied to the foliage, the nutrient
solution should be replaced weekly if detectable quantities
move through and accumulate in the solution following
spraying or dusting of foliage.
         3.  Environmental Conditions
    Controlled environmental conditions are necessary to
maintain uniform growth and ensure reliable data.
Maintenance of specified environmental conditions before,
during,  and after plant exposure to the chemical is
essential to successful execution of this test.  Variability
of plant response to chemical exposure as a result of
fluctuations in environmental conditions, has been noted
(Darwent and Behrens 1972, Dunning and Heck 1973, Juhren et
al. 1957, Leone and Brennan 1970).
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    Environmental conditions affect growth, metabolism,
evapotranspiration, and photosynthesis of plants.   In
addition to mineral nutrition the conditions that should be
standardized and maintained include:  (a) carbon dioxide
concentration; (b) relative humidity; (c) irradiation;  (d)
photoperiod; (e) day and night temperatures.
    Standardization of environmental  conditions is
essential.  Several investigators have demonstrated  that
differences in environmental conditions influence the
response of plants exposed to chemicals.  These include pre-
conditioning by light and humidity  (Dunning and Heck 1973),
effects of temperature, photoperiod,  and light intensity
during the growth (Juhren et al. 1957), air movement during
exposure (Brenann and Leone 1968), and mineral nutrition
(Leone and Brenann 1970).  Environmental conditions between
growth chambers should be closely maintained, as specified
in this protocol, to ensure common test conditions.  If
large growth rooms or greenhouse facilities are used,
comparability of the environment between small groups of
plants is not as critical, and environmental specifications
may be relaxed.
              a.  Carbon Dioxide Concentration
    The carbon dioxide concentration  should be high enough
for photosynthesis to occur at a level which will allow
normal plant growth and biomass accumulation.
Photosynthetic rates vary directly with carbon dioxide
partial pressures.  In addition, abnormally high levels of
carbon dioxide can affect carbohydrate translocation from
the leaves.  Therefore, the concentration of carbon dioxide
in the air surrounding test plants should be kept within
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limits conducive to normal plant growth (350 ± 50 ppm).  The
carbon dioxide concentration is not expected to be of
concern in greenhouse facilities.
    In growth chambers, however, carbon dioxide depletion by
rapidly photosynthes izing plants may be a real concern.  The
extent of depletion is a function of chamber volume, rate of
air exchange between the chambers and the outside, the
number, size, and type of plants, and the growth conditions
maintained in the chambers (Hellmers and Giles 1979, Pallas
1979).  Attempts to reduce carbon dioxide depletion by
increasing the air exchange rate between the outside air and
the chamber would probably eliminate temperature and
humidity control within the chambers (Downs and Hellmers
1975).  An appropriate system for carbon dioxide control in
up to 5 chambers is described by Hellmers and Giles
(1979).  Alternatively, the use of fewer plants per chamber
may be an appropriate means of avoiding carbon dioxide
depletion problems.
              b.  Relative Humidity
    A literature review by Hoffman (1979) indicates that
most plants grow well when the atmospheric saturation
deficit is maintained between 5 and 10 mb.  At 25°C, the
optimum relative humidity range is 65 to 85 percent.  Most
environmental control facilities with provision for humidity
control can maintain humidity in this range with an accuracy
at 25°C of ± i.o to 1.6 mb of vapor pressure (± 3 to 5
percent relative humidity).  Humidity levels have been
observed to affect plant growth and development, rates of
carbon dioxide exchange, flowering, nutrient transport, and
susceptibility to air pollution (Thurtell 1979).  However,
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these are generally the responses of plants  to  their  total
environments and are not unique to  the humidity  of  the
air.  During the daylight period the relative humidity  in
the growth chamber should be maintained within  the  optimal
range of 65 to 85 percent.  When several chambers should be
maintained as comparable environments, a relative humidity
of 70 ± 5 percent is recommended.   During the dark  period,
relative humidity should approach saturation, as  it normally
does in natural environments.
              c.  Irradiation
    The growth chamber irradiation  spectrum  should  be as
similar to natural sunlight as possible in order  for  test
plants to respond normally.  Light  drives the photo-
synthetic process and specific wavelengths cause  particular
responses (e.g., the phytochrome reactions)  in  plants.
Therefore, it is important that light quality and intensity
remain constant throughout the test.  Irradiation in
chambers should be 350 ± 50 uE/m2 sec at 400-700  nm measured
at the top of the plant canopy.  This corresponds roughly to
full, direct sun plus diffuse radiation.  Artificial
lighting is used in growth chambers and as supplemental
lighting in greenhouses.  However,  lamps may weaken, cease
to function, or function abnormally and fail in  the course
of long-term tests.   Lamp failures should be corrected as
soon as observed and the changes in light quality and
intensity resulting from the lamp failures should be
recorded.
    For light quality and intensity to approach  that of
natural sunlight, the light source commonly  consists of
either a fluorescent-incandescent system, a  high  intensity
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discharge system (HID) composed of metal halide lamps, or a
combination of metal halide and high-pressure sodium
lamps.  Combinations of lamps are necessary for artificial
lighting because there is no single lamp which is capable of
emanating light of the same quality and intensity as natural
sunlight, although the metal halide lamp closely approaches
ideal lighting conditions.
    HID systems produce intense light that may not be
obtainable in other ways  (McFarlane 1978).  Because these
lamps emit radiation in discrete line spectra, researchers
frequently combine two different types of HID lamps in
growth chambers to obtain a more balance spectrum.  Metal
halide lamps appear to be the most useful type of HID lamp
because their emission spectra are almost continuous over
the 400 to 700nm wavebands.  However, a combination of metal
halide and sodium HID lamps will provide superior plant
growth to either one alone.
    A fluorescent-incandescent system should be composed of
70-80 percent input wattage of cool-white fluorescent lamps
and 20-30 percent wattage of incandescent lamps (Downs
1975).  Although incandescent lamps are capable of emanating
light which qualitatively approaches natural sunlight, the
intensity will not approach the 350_+50 uE/m2 sec specified
for plant growth.   Increasing the number of incandescent
lamps would result in overheating the growth chamber.
Fluorescent lighting alone can approach the intensity of
natural sunlight without overheating the growth chamber,
since very little of the output is in the infrared range
(McFarlane 1978).
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    Incandescent lights should be included to provide
radiation in the red and infrared regions.  Uniformity and
intensity of lighting within chambers is routinely  improved
by covering the walls with highly reflective materials.
              d.  Photoperiod
    Plants exhibit three basic photoperiodic responses.
Long-day plants will flower only when the light period is
longer than a certain minimum number of hours in a  24 hour
day/night cycle.  Short-day plants will flower only when the
light period is shorter than a certain maximum number of
hours in a 24 hour day/night cycle.  Day-neutral plants will
flower regardless of the length of the light period. In this
test, long day conditions (16 hours light/8 hours darkness)
are recommended for all long-day and day-neutral plants in
order to maximize biomass.  Continuous light, however, is
not recommended as a dark period is required for the
phytochrome interconvers ions necessary in photo-synthetic
vascular plants (Salisbury and Ross 1969).
              e.  Day/Night Temperature
    For any particular plant species, there is an optimal
temperature regime for maximum growth and development.  This
regime may differ between the phenophases of germination,
vegetative growth, flowering, and fruit development.  The
concept of thermoperiodicity specifies that the temperature
during the light period should be different from that of the
dark period for optimal plant growth and development (Downs
1975).  It has  been demon-strated that plants grow and
develop better with a day/night temperature differential
(Kramer 1957,  Went 1957).   While specific temperature optima
can be identified for each species, a regime of 25°C/20°C
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± 3°C is recommended as it will promote suitable growth and
be cost effective.  If growth chambers or rooms are used,
tolerances of ± 1°C ace recommended to ensure environmental
comparibility between growth facilities.
    D.  Reporting
    The sponsor should submit to the Agency all data
developed during the test.  If testing specifications are
followed, the sponsor should report that specified
procedures were followed and present the results.  If
alternative procedures were used instead of those
recommended in the test guideline, then the protocol used
should be fully described and justified.
    Environmental test (growth) conditions, chemical
concentrations, quantity of chemical applied, number of
applications, test data, and statistical analyses should all
be reported.  The justification for this body of information
is contained in this support document.  If plant species
other than those recommended were used, the rationale for
the selection of the other species should also be provided.
    The data obtained from the plant uptake and
translocation test should demonstrate whether or not there
is uptake and translocation of the test chemical.
Concentrations of substances in plants are commonly
expressed in terms of weight per unit plant weight (e.g.,
ug/g dry plant).  A subsample of plant material is selected
after harvest and dried at 70°C for moisture content
determination and expression of plant material on a dry
weight basis.  Concerns for chemical loss by volatilization
in the drying ovens mandate that the entire mass of plant
material not be dried.  Concentrations of the test chemical
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may be identical in two plants of different mass  with  the
smaller plant containing less total chemical  than the  larger
one.  Test chemical concentration should be normalized  with
respect to mass in order to prevent the misleading  reporting
of uptake data.  Both total quantity and concentration  of
chemical are required data.
    If the chemical enters the root in bulk flow,
transpiration and evaporation from the leaves  will
proportionately increase the uptake of the chemical.   Plants
that transpire more rapidly may have greater  uptake  rates.
Consequently, a record of evapotranspiration  rates  is
required.  Chemical concentrations should be  normalized  with
respect to evapotranspiration, as well as with  biomass,  in
order to prevent misleading reporting of uptake  data.
Furthermore, any effects of the chemical on transpiration
may also be  identified.
    The free parent chemical is that which is  applied  to the
plant either in the nutrient media or as spray  or dust  and
is extractable from the plant tissue in organic  or  aqueous
solution.  It is very important to quantify the  free parent
chemical as  it is potentially toxic to living  systems  and
appears in portions of plants consumed by man  and domestic
animals.  Because of its potential toxicity,  it is
undesirable that such chemicals should be passed  from one
food web component to another.  Data on the concentration of
free parent chemical should be included in the  report of
testing because it probably is a measure of the  maximum
amount of chemical that can be expected to be  found  in
plants exposed to the chemical in the natural  environment.
The quantity of chemical taken up by the plant  is probably
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more than would occur in the natural environment because  the
test is designed to provide data on "worst  case" conditions.
    The chemical may not remain intact  in its original  form
in plants.  Instead may be metabolized, combined with
smaller or larger molecules, or otherwise modified.  If the
chemical or its degradation products enter  normal plant
metabolic pathways, metabolites may be  formed.  Since the
chemical is not a normal substrate for  metabolism,  the
metabolites are not likely to be those  normally expected
from plant metabolic activities.  These abnormal metabolites
may be chemicals that are as toxic or more  toxic to  living
systems than the parent chemical.  Although metabolite
identification, because of analytical problems, is not  the
primary objective of the test, it may be possible to
determine their presence in order to give some indication of
chemical fate  in plants and the mode of dissemination in
food chains.  This is especially important  when the
metabolites are potentially toxic.  Bound residues,  those
forms of the test chemical which are not extractable in any
of the solvents used, are portions of the chemical, or  the
intact molecule itself, which combine with structural
components of plant cells.  Bound residues  may also be  toxic
to living systems because they may not  remain bound when
they are consumed and disseminated in food  chains.  Because
of analytical problems, identification  of bound residues  is
not an objective of the test; however,  they should  be
quantified in order to give some indication of the fate of
the chemical in plants and is mode of dissemination  in  food
webs .
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    The total amount of chemical recovered  in  plants  and
nutrient media, after known  addition  of  the chemical  to the
system, would indicate, by difference, the  quantity  lost by
volatilization and/or degradation.  Since  the  test from
which these data are obtained  is primarily  an  uptake  test,
mass balance data should  be  included  to  account  for  all the
chemical added to the system as opposed  to  that  which was
actually taken up.
III.  Economic Aspects
    The Agency awarded a  contract  to  Enviro Control,  Inc.  to
provide us with an estimate  of the cost  for performing a
plant uptake and translocation test according  to this
Guideline.  Enviro Control supplied us with two  estimates;  a
protocol estimate and a laboratory survey  estimate.
    The protocol estimate was  $20,814.   This estimate was
prepared by identifying the  major  tasks  needed  to  do  a test
and estimating the hours  to  accomplish each task.
Appropriate hourly rates  were  then applied  to  yield  a total
direct labor charge.  An  estimated average  overhead  rate of
115%, other direct costs  of  $4,463, a general  and
administrative rate of 10%,  and a  fee of 20% were  then added
to the direct labor charge to  yield the  final  estimate.
    Enviro Control estimated that  differences  in salaries,
equipment, overhead costs and  other factors between
laboratories could result in as much  as  50% variation from
this estimate.  Consequently,  they estimated that  test costs
could range from $10,407  to  $31,221.
    The laboratory survey estimate was $22,100,  the  mean of
the estimates received from  two laboratories.  The estimates
ranged from $19,200 to $25,000 and were  based  on the  costs
to perform the test according  to this Guideline.
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IV.   References
    Audus  L J.   1964.  Herbicide behavior in the soil.  II.
    Interactions  with soil microorganisms.  In:  The
    physiology and biochemistry of  herbicides.  New York:
    Academic Press, pp.  168-206.

    Beall  ML Jr.  and  Nash RG.   1969.  Crop seedling uptake of
    DDT, dieldrin, endrin, and heptachlor from soil.  Agron.
    J.  61:571-575.

    Beetsman GD,  Kenney  DR,  Chesters  G.  1969.  Dieldrin
    uptake by  corn as affected by soil properties.  Agron.
    J.  61:247-250.

    Bennett JH,  Hill  C,  Gates  DM.  1973.   A model for
    gaseous pollutant sorption by leaves.   J.  Air. Poll.
    Control Assoc. 23:957-962.

    Black  VJ and  Unsworth MH.   1979.   Resistance analysis of
    sulphur dioxide  fluxes to  Vicia faba.   Nature 282:68-69.

    Brenann E  and Leone  IA.   1968.   The response of plants
    to  sulfur  dioxide or ozone-polluted air supplied at
    varying flow  rates.   Phytopathology 58:1661-1669.

    Chang  I and  Foy  CL.   1971.  Effect of  picloram on
    germination  and  seedling developmnt of four  species.
    Weed Sci.  19:58-64.

    Chou SF, Jacobs LW,  Penner D, Tiedje  JM.  1978.  Absence
    of  plant uptake and  translocation of  polybrominated
    biphenyls  (PBBs).  Environ.  Health Perspective 23:9-12.

    Cole LK,  Sanborn  JR, Metcalf  RL.   1976.  Inhibition of
    corn growth  by aldrin and  the insecticide's  fate in the
    soil,  air, crop,  and wildlife of  a terrestrial model
    ecosystem.   Environ.  Entomology  5:583-589.

    Darwent AL and Behrens R.  1972.   Effect of pretreatment
    environment  on 2,4-D phytotoxicity. Weed Sci. 20:540-
    544.

    Downs  RJ.  1975.   Controlled  Environments  for Plant
    Research.  New York: Columbia University Press.
                               28

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Downs RJ and Helmers H.  1975.  Environment and the
environmental control of plant growth.  New York:
Academic Press.

Dunning JA and Heck WW.  1973.  Reponse of pinto bean
and tobacco to ozone as conditioned by light intensity
and/or humidity.  Environ. Sci. and Tech.  7:824-826.
Fowler D and Unsworth MH.  1974.
sulphur dioxide on wheat.  Nature
                                  Dry deposition
                                  249:389-390.
of
                                                     on
Fuhr F and Mittelstaedt W.  1980.  Plant experiments
the bioavailability of unextracted [carbonyl-14C]
methabenzthiazuron residue from soil.  J. Agric. Food
Chem. 28:122-125.

Geronimo J, Smith LL, Jr., Stockdale GD, Goring  CAI.
1973.  Comparative toxicity of nitrapyrin and its
principal mtabolite, 6-chloropicolinic acid. Agron. J.
65:689-692.

Guenzi WD and McCalla TM.  1966.  Phenolic acids in
oats, wheat, sorghum and corn residues and their
phytotoxicity. Agron. J. 58:303-304.

Hammer PA and Uquhart NS.  1979.  Precision and
replication: Critique II. In: Controlled Environment
guidelines for plant research [Tibbitts TW and Kozlowski
II, eds.] New York: Academic Press, pp. 364-368.

Hellmers H and Giles LJ.  1979.   Carbon dioxide:
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plant research [Tibbitts TW and Kozlowski TT, eds.] New
York: Academic Press, pp. 229-234.

Hoffman GL.  1979.  Humidity. In: Controlled environment
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Juhren M. Nobel W, Went FW.  1957.  The standardization
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32:576-586.
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                                                    ES-11
                                             August,  1982
Keller T.  1980.  The simultaneous effect of soil-borne
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Kelly JM, Parker GR, McPee WW.  1980.  Heavy metal
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of day and night temperatures and photoperiod on height
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McFarlane JC.  1979.  Radiation:  Guidelines.  In
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Reynolds T.  1978.  Comparative effects of aromatic
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Ann. Bot. 42:419-427.
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Rogers HH, Campbell JC, Volk RJ.
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                          1969.  Plant Physiology.
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                                        Phytotoxici ty
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             of
Thurtell GW.  1979.  Humidity:  Critique  I.   In:
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Toxic substances control.  Discussion of  premanufacture
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comment.  Fed. Regist. March  16, 1979.  44:16240-16292.

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Chronica.  Botanica, Vol. 17.  New York: Ronald Press.

Wheeler RM and Salibury FB.   1979.  Water spray as a
convenient means of imparting mechanical  stimulation to
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Cadmium effects on
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             ot
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                                  BG-15
                                  August, 1982
            AVIAN DIETARY TEST
        OFFICE OF TOXIC SUBSTANCES
OFFICE OF PESTICIDES AND TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C.  20460

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Office of Toxic Substances                                 EE-15
Guideline for Testing Chemicals                     August,  1982


                   AVIAN DIETARY TOXICITY  TEST
    (a)  Purpose. The guideline  in  this subpart  is  designed  to

develop data on the dietary toxicity to bobwhite and  mallard  of

chemical substances and mixtures subject  to  acute environmental

effects test regulations under the  Toxic  Substances Control  Act

(TSCA)  (Pub.L. 94-469, 90 Stat.  2003  15  U.S.C.  2601 et seq.) .

The Agency will use these and other data  to  assess  the  acute

hazard  to birds and to provide an indication of  potential  chronic

hazard  thac these chemicals may  present to the environment.

    (b)  Def initions .  The definitions  in section 3 of  tne Toxic

Substances Control Act (TSCA) and Part  792—Good Laboratory

Practice Standards apply here.   In  addition,  the following

definitions apply to this guideline:

    (1)  "Acclimation"  Physiological  or  behavioral adaptation  of

test animals to environmental conditions  and  basal  diet

associated with the test procedure.

    (2)  "LC50"  The empirically derived  concentration  of  the

test substance in the diet that  is  expected  to result in

mortality of 50 percent of a population of birds which  is  exposed

exclusively to the treated diet  under  the conditions  of the  test.

    (3)  "Test substance" The specific  form  of a chemical  or

mixture of chemicals that is used to develop the data.

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                                                           EG-15
                                                    August,  1982
    (4)  "Exposure period" The five day period during  which  test

birds are offered a diet containing the test substance.

    (5)  "Post-exposure period" The portion of the  test  that

begins with the test birds being returned  from a  treated  diet to

the basal diet.  This period is typically  three days in  duration,

but may be extended if birds continue to die or demonstrate  other

toxic effects.

    (6)  "Test period" The combination of  the exposure period and

the post-exposure period; or, the entire duration of the  test.

    (7)  "Hatch"  Eggs or young birds that are the  same  age  and

that are derived from the same adult breeding population,  where

the adults are of the same strain and stock.

    (8)  "Basal diet"  The food or diet as it is  prepared  or

received from the supplier, without the addition  of  any  carrier,

diluent, or test substance.

    (c)  Test procedures — (1)  Summary of  test.   (i)   After  birds

have been obtained, they should be acclimated for at least seven

days .

    (ii)  Test birds should be randomly assigned  to  the  various

treatment levels and controls.

    (iii)  Definitive test concentrations  should  be  established,

possibly requiring a range-finding test to be conducted  first.

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                                                           EG-15
                                                    August,  1982
    (iv)  The test substance should be mixed  thoroughly  and

evenly  into the diet.  Three treatment levels should  be  analyzed

for test substance concentrations.

    (v)  Birds should be weighed at the  beginning  of  the exposure

period.

    (vi)  Birds should be observed regularly  for mortality or

abnormal behavior; any findings should be reported.

    (vii)  Food treated with the test substance should be

replaced by untreated food (basal diet)  after five days  of

exposure.  Food consumption during the exposure period should  be

carefully estimated on a pen by pen basis.

    (viii)  Food consumption should be estimated for  the post-

exposure period and birds should be weighed at the end of eight

days.  Additional weights and food consumption estimates should

be determined if the test period is longer than the typical eight

days .

    (ix)  The mortality pattern should be examined, and  a

statistical analysis should be conducted.  The LC50 slope, and

confidence limits should be reported.  A test for  heterogeneity

of data should be conducted.

    (x)  Treated or positive control birds should  be  sacrificed

and disposed of properly.  Negative control birds  may be kept  as

breeding stock, but should not be used in any other tests.

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                                                           EG-15
                                                    August,  1982
    (xi)  The material to be tested should be analytically pure

and the degree of purity should be reported along with  the

percentage of each impurity at levels specified in the  test

rule.  If specifically required by a test rule for a particular

substance or mixture, the technical grade should be tested.   The

test rule will specify the degree of purity or a range  of

compositions of the test substance.

    (xii)  A test is unacceptable if more than 10 percent of  the

control birds die during the test.

    (2)   [Reserved]

    (3)  Range-finding test.  Unless the approximate toxicity of

the test substance is k-nown already, a range-finding test should

be conducted to determine the test substance concentrations  to be

used in the definitive test, under paragraph (d)(4)(iii) of  this

section for details on concentrations for definitive tests.

Procedures for range-finding tests may vary, but generally,

groups of a few birds are fed three to five widely-spaced

concentrations for five days.  A concentration series of 5,  50,

500, and 5,000 ppm is suggested.  The results of the range-

finding test then may be used to establish the definitive test

concentrations .

    (4)  Definitive test—(i)  Controls .  (A)  A concurrent

control is required during every test.  The control birds should

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                                                           EG-15
                                                    August,  1982
be from the same hatch as the test groups.   Control  and  test

birds should be kept under the same experimental  conditions.  The

test procedures should be the same for control  and  treated  birds,

except that no test substance should  be  added  to  the diets  of

control birds.  If a carrier is used  in  preparation  of  the  test

diets, the same carrier should be added  to  the  diets of  control

birds in the highest concentration used  for  test  diets.   The use

of shared controls is acceptable for  concurrent tests as long  as

the same carrier is used for all the  tests.

    (B)  A test is not acceptable if  more  than  10 percent of the

control birds die during the test period.

    (C)  A positive control (e.g., dieldrin  standard) may be run,

but is not required for each test.  However, a  quarterly or semi-

annual laboratory standard (positive  control)  is  recommended as a

means of detecting possible interlaboratory  or  temporal

variation.  A laboratory standard is  also  recommended when  there

is any significant change in food, housing,  or  source of birds.

    (ii)  Number of animals tested.   In  the  definitive  test, a

minimum of ten birds should be used for  each dietary

concentration of the test substance.  A  minimum of  twenty birds

should be used for the negative or carrier control.   Thirty or

more control birds are preferable.  If a positive control or

laboratory standard is used, ten or more birds  should also  be

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                                                          EG-15
                                                   August,  1982
used for each concentration of the positive control.  When a test

substance is known or expected to result in high experimental

variation, it may be appropriate or required by the test rule to

use additional birds.

    (iii)  Concentrations and dosage-mortality data.  A minimum

of five concentrations of the test substance should be used in

the definitive test.  These concentrations should be spaced

geometrically.  The recommended spacing is for each concentration

to be at least 60 percent of the next higher dose (less than 1.67

times the next lower dose).  If concentrations are spaced more

widely than is recommended, then at least three concentrations

should result in mortality between, but not including, 0 percent

and 100 percent.  For any concentration spacing, at least one

concentration should kill more than 50 percent

 (including 100 percent) and at least one concentration should

kill less than 50 percent (including 0 percent) of the birds in a

pen.  For some test substances, it may be necessary to use more

than five concentrations to achieve these results.

    (iv)  Duration of test.  The definitive test should include

five days of exposure to the test substance in the diet (exposure

period) followed by at least three days of additional observation

(post-exposure period) while the test birds are receiving an

untreated diet.  If any test birds die during the second or third

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                                                           EG-15
                                                    August,  1982
day of the post-exposure period or if toxic signs  are  evident  on

the third day of the post-exposure period, the  test  period  should

be extended until two successive mortality-free days and  one day

free of toxic signs occur, or until  21 days after  beginning  the

test,  whichever comes first.

    (v)  Observations of record.  (A)  Throughout  the  test

period, all signs of intoxication, other abnormal  behavior,  and

mortality s;hould be recorded and reported by dose  level  and  by

day.  Signs of intoxication are those behaviors apparently  due to

the test chemical and may include a  wide array  of  behaviors, such

as labored respiration, leg weakness, hemorrhage,  convulsions,

ruffled feathers, etc.  All signs of  intoxication  and  any other

abnormal behavior, such as excessive  aggression, toe-picking etc.

that may or may not be attributed to  the test substance  should be

reported.  Among survivors, remission of signs  of  intoxication

and cessation of abnormal behavior should be recorded  by  dose

level  and by day.  When differential signs of intoxication  are

observed within a dose level, an estimate of the number  of  birds

exhibiting such signs should be recorded.  Observation of test

birds  should be made, at a minimum,  three times on the first day

of the exposure period.  Observations also should  be made at

least daily throughout the remainder  of the test period;  twice

daily  observations are recommended,  where feasible.

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                                                           EG-15
                                                   August,  1982
    (B)  Average body weights of birds should be recorded and

reported for each pen within each treatment and control group  at

the beginning of the exposure period and the end of the normal  3-

day post-exposure period of each test.  Body weights 72 hours

before the exposure period are not required, but would provide

valuable base-line data.  Average food consumption should be

measured in control pens and pens with the second lowest and

second highest concentration levels either daily or every other

day.  Any significant amount of food spilled onto litter pans

should be estimated and reported.  For all other pens, average

food consumption should be measured for both the exposure period

and the normal 3-day post-exposure period.  If the study is

continued beyond eight days, body weight and food consumption

data should be recorded weekly.

    (C)  Gross pathology examinations are not required, but they

may provide valuable information on target site, mode of action,

etc .

    (5)  [Reserved]

    ( 6 )  Analytical measurements — ( i )  Statistical analysis.

(A)  A statistical analysis should be conducted by transforming

the dietary concentrations to logarithmic values and the

mortality pattern to probits.  Other acceptable methods that will

result in a theoretically straight line through _+_ 2 standard


                                8

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                                                           EG-15
                                                    August,  1982
deviations from the LC50 valae mav be used'   The  LC5°  V

slope of the transformed concentration-resonse  curve should  be

determined for mortality at the end of test period.  Probit

analysis by calculation or graphical probit methods are

preferred.  Any standard method that is used  should provide  the

slope of the transformed concentration-response curve  as  well as

the LC50 va-'-ae*  A statistical test for goodness-of-f i t  (e.g.,

chi-square test) also should be performed.

    (B)  All methods used for statistical analysis should  be

described completely.

    (ii)  Analysis for test substance concentrations.   (A)

Samples of treated diets should be analyzed to  confirm  proper

dietary concentration of the test substance.  Analyses  should be

conducted at the beginning of the exposure period with samples

from high, middle, and low concentrations.  If  not already

available, data should be generated to indicate whether or not

the test substance degrades or volatilizes.   If the test

substance is known or found to be volatile or labile to the

extent that. 25 percent or more loss occurs over a five  day

period, then a second series of analyses of the same

concentrations previously analyzed should be  conducted  at  the end

of the exposure period.

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                                                           E3G-15
                                                    August,  1982
    (B)  The assay method used to determine actual concentrations

should be reported.

    (iii)  Analysis of basal diet.  A nutrient analysis  of  the

basal diet should be included in the test report.  For

commercially prepared basal diets, the list of ingredients

supplied by the company is normally sufficient if it  is

detailed.  The composition of any vitamin or other supplements

should also be reported.

    (d)  Test conditions — (1)  Test species — (i)  Selection.

(A)  Bobwhite, Colinus virginianus (L.), and mallard, Anas

platyrhynchos L. , are the test species.  Birds may be reared  in

the laboratory or purchased from a breeder.  If bobwhite are

purchased, it is preferable that they be obtained as  eggs which

then are hatched and reared in the testing facility.  During

incubation, a temperature of 39°C and relative humidity  of  70

percent are recommended for bobwhite.  It is feasible to purchase

live young bobwhite chicks if they can be obtained locally;

however, young bobwhite may suffer adverse efects if  shipped  by

air or other commercial means.  Young mallard ducklings  normally

can be shipped without undue adverse effects.

    (B)  All control and treatment birds used in a test  should be

from the same source and hatch.  Birds should be obtained only

from sources whose colonies have known breeding histories.  Birds


                                10

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                                                           EG-15
                                                    August,  1982
should be phenotypically indistinguishable  (except  for size)  from

wild stock.  It is recommended that birds be  obtained  from  flocks

that have been outbred periodically with genetically wild stock

in order to maintain a genetic composition  that  approximates  the

natural heterogeneity of the species.

    (C)  Birds used in the test should  be in  apparent  good

health. Deformed, abnormal, sick, or injured  birds  should not be

used.  Birds should not be used for a test  if more  than  5 percent

of the total test population die during the 72 hours immediately

preceding the exposure period.  Purchased birds  should be

certified as disease free or as bred from disease free stocks.

Birds should not have been selected in  any  way for  genetic

resistance to toxic substances.  Birds  should not have been used

in a previous test, either in  a treatment or  control group.

    (D) Test birds should be 10 to 17 days  old at the  beginning

of the exposure period.  All treatment  and  control  birds  in a

test should be the same age _+  one day.  The exact age  should  be

recorded and reported .

    (E)  Test birds should be  acclimated to test facilities and

basal diet for a minimum of seven days.  Acclimation to  test  pens

may be either in the actual pens used in the  test or in  identical

pens.  Birds used in the test  should be assigned randomly to

treatment and control pens without respect  to sex.  Randomization


                                11

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                                                           EG-15
                                                   August,  1982
may be done either at the initiation of the acclimation period or

at the time when the birds are weighed at the beginning of  the

exposure period.

    (F)  During holding, acclimation, and testing, birds should

be shielded from excessive noise, activity, or other

disturbance.  Birds should be handled only as much as  is

necessary to conform to test procedures.

    (ii)  Diet.  (A)  A standard commercial game bird  (for

bobwhite) or duck (for mallard) starter mash, or the nutritional

equivalent, should be used for diet preparation.  Antibiotics or

other medication should not be used in the diet before or during

the test.  For bobwhite only, an antibiotic demonstrated to  fully

depurate in 72 hours may be added to the drinking water, if

necessary, for birds up through 10 days of age; however, only

clean unmedicated water should be offered during the 96 hours

preceding the exposure period and-during the test period.   It may

not be possible to obtain food that is completely free of

pesticides, heavy metals, and other contaminants; however, diets

should be analyzed periodically, and should be selected to be as

free from contaminants as possible.  A nutrient analysis and list

of the ingredients in the diet should be included with the test

report.
                                12

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                                                           EG-15
                                                   August,  1982
    (B)  The test substance should be mixed into the diet  in  a

manner that will result in even distribution of the  test

substance throughout the diet.  If possible, the test substance

should be added to the diet without the use of a diluent.   If a

diluent is needed, the preferred diluent is distilled water;  but

water should not be used as a diluent for  test substances  known

to hydrolyze readily.  When a test substance is not  water

soluble, it may be dissolved  in a reagent  grade evaporative

diluent (e.g., acetone, methylene chloride) and then mixed  with

the test diet.  The diluent should be completely evaporated prior

to feeding.  Other acceptable diluents may be used,  if necessary,

and include table grade corn  oil, propylene glycol,  and gum

arabic (acacia).  If a diluent is used, it should not comprise

more than 2 percent by weight of the treated diet, and an

equivalent amount of diluent should be added to control diets for

untreated birds.

    (C)  Diets can be mixed by commercial, mechanical food

mixers.  For many test substances, it is recommended that  treated

diets be mixed under a hood.  Mashes and test substances should

be mixed freshly just prior to the beginning of the  test.   For

cetain volatile or other test substances,  the Test Rule may

require preparation of fresh  diets at frequent intervals.

Analysis of the diet for test substance concentrations is


                                13

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                                                          EG-15
                                                   August, 1982
required under paragraph (c)(6)(ii) of this section.

    (D)  Clean water should be available ad libitum.  Water

bottles or automatic watering devices are recommended.  If water

pans or bowls are used, water should be changed at  least once a

day.

    (2)  Facilities.  (i)  Tests should be conducted with birds

being maintained in commercial brooder pens or pens of similar

construction.  Pens should be constructed of galvanized metal,

stainless steel, or perfluorocarbon plastics.  Materials that are

toxic, may affect toxicity, or may sorb test substances should

not be used.  Wire mesh should be used for floors and external

walls; solid sheeting should be used for common walls and

ceilings.  Wire mesh for floors should be fine enough so as to

not interfere with the normal movement of young birds.  Pens for

housing ten young birds should have a floor area of at least 3000

square centimeters (approximately 500 square inches) for bobwhite

and 6000 square centimeters (approximately 1000 square inches)

for mallards and should be at least 24 centimeters  (approximately

9.5 inches) high.  Pens should be disassembled (if  feasible) and

should be cleaned thoroughly between tests.  Steam  cleaning of

cages is recommended.  Cages may be brushed thoroughly, as an

alternative method.  The use of detergents or bleach is

acceptable, but other chemical disinfectants such as quaternary


                                14

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                                                           EG-15
                                                   August,  1982
ammonium compounds should not be used.  When necessary  to control

disease vectors, hot or cold sterilization techniques are

recommended, as long as such techniques will not leave  chemical

residues on the cages.  For cold sterilization, ethylene oxide  is

recommended.  Pens should not be cleaned during a test.

    (ii)  Pens should be kept indoors to control lighting,

temperature, and other environmental variables.  Pens should  be

heated, preferably by thermos tatic control.  A temperature

gradient in the pen of approximately 35°C to approximately  22°C

will allow young birds to seek a proper temperature.  Temperature

requirements for young birds typically decline over this range

from birth through the first several weeks of life.   Relative

humidity is not as critical, but the test room should be

maintained at a relative humidity of 45-70 percent.   A

photoperiod of 14 hours light and 10 hours dark is recommended.

Other light/dark cycles should not be used, but continuous

lighting is acceptable.  Lighting may be either incandescent  or

fluorescent.  Pens and lights should be positioned so that  all

pens will receive similar illumination.  The facilities should be

well ventilated.

    (iii)  Where feasible, it is recommended that pens  not  be

stacked upon each other.  If pens are stacked, only one test

substance is allowed in any single stack.  If a test  substance


                                15

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                                                           EG-15
                                                   August,  1982
volatilizes or otherwise forms aerosols or vapors in the air, no

more than one test substance should be tested  in a room  in  order

to avoid cross-contamination.  Pens should be  randomly arranged,

whether or not in a stack, with respect to dose levels and

controls.  Pens,  such as stacked, unmodified,  commercial pens

with external feeders, that allow food to be spilled from one pen

to a lower pen,  should be avoided.  Any modifications that

prevent cross contamination of concentration levels are

acceptable.  For example, commercially available, 30 cm  (one

foot) long chick feeders may be placed inside  the pens and  be

covered with 1.27 cm  (0.5 inch) mesh hardware  cloth over the

food, for bobwhite.   The same feeders covered  with approximately

2.5 cm (one inch) mesh wire are appropriate for mallards.   For

either species,  external feeders can be covered with the

appropriate size wire mesh and a solid piece of metal extended

from the bottom of the cage to a point exterior to the feeder.

Spillage may occur, but the added metal will prevent food from

spilling into another feeder.

    (3)  [Reserved]

    (e)  Reporting.   (1)  The test report should include the

following information:

    (i)  Name of  test, sponsor, test laboratory and location,

principal investigator(s), and actual dates of beginning and end


                                16

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                                                           EG-15
                                                    August,  1982
of test.

    (ii)  Name of species tested  (including scientific  name),  age

of birds (in days) at the beginning of the test,  average  body

weights for birds in each pen at  the beginning  of  the  test,  the

end of the exposure period, and end of the test,  and individual

weights of all birds that die during the  test.

    (iii)  Description of housing conditions, including  type,

size, and material of pen, pen temperatures, approximate  test

room humidity, photoperiod and lighting intensity.

    ( iv)  Detailed description of the basal diet,  including

source, diluents  (if used), and supplements (if used).   A

nutrient analysis of the diet should be included  in  the  test

report.

    (v)  Detailed description of  the test substance  including  its

chemical name(s), source, lot number, composition (identity  of

major ingredients and impurities), and known physical  and

chemical properties that are pertinent to the test (e.g.,

physical state, solubility, etc.).

    (vi)  The number of concentrations used, nominal and  (where

required) measured dietary concentration  of test  substance  in

each level, assay method used to  determine actual  concentrations,

number of birds per concentration and for controls,  and  names  of

toxicants used for positive controls (if  applicable).


                                17

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                                                           EG-15
                                                    August,  1982
    (vii)  Acclimation procedures and methods of assigning  birds

to tes t pens .

    (viii)  Frequency, duration, and methods of observation.

    ( ix)  Description of signs of intoxication and other  abnormal

behavior, including time of onset, duration, severity  (including

death), and numbers affected in the different dietary

concentrations and controls each day of the  test period.

    (x)  Estimated food consumption per pen  daily or every  other

day in the second highest and second lowest  concentration and

control pens.  For other pens, food consumption should be

estimated for the exposure period and for  the post-exposure

period.

    (xi)  Location of raw data storage.

    (xii)  Results of range finding tests  (if conducted).

    (xiii)  The calculated LC50 value, 95  prcent confidence

limits, slope of the concentration-reponse curve, the  results of

the goodness-of-f it test (e.g., chi-square test), and  a

description of statistical methods used.   The same statistics for

positive controls (when used).  The methods  used for statistical

analysis should be described completely.

    (xiv)  Anything unusual about the test,  any deviation from

these  procedures, and any other relevant information.
                                18

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                                                           EG-15
                                                    August,  1982
    (2)  In addition to the above information required  in  every

report, the following information should be available upon

reques t:

    (i)  A general description of the support facilities.

    (ii)   A description of the Quality Control/Quality  Assurance

program,  including the Average Quality Level for  the program

element performing the test, procedures used, and documentations

that these levels have been achieved.

    (iii)  The names, qualifications, and experience of  personnel

working in the program element  performing  the  test, including

the study director, principle investigator, quality assurance

officer,  as well as other personnel  involved in the study.

    (iv)   Standard operating procedures for all phases  of  the

test and  equipment involved in the test.

    (v)  Sources of all supplies and equipment  involved  in the

test.

    (vi)   Originals or exact copies  of all  raw  data generated  in

performing the test.
                                19

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                                  ES-12
                                  August, 1982
        TECHNICAL SUPPORT DOCUMENT

                    FOR

            AVIAN DIETARY TEST
        OFFICE OF TOXIC SUBSTANCES
OFFICE OF PESTICIDES  AND TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C.  20460

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                      Table  of  Contents

        Subject                                         Page
I.       Purpose                                          1
II.      Scientific Aspects                               1
        General                                          1
        Issues                                           7
        Test Procedures                                  3
        Range Findings and Definitive Dose Levels        8
        Controls                                         10
        Number of Animals Tested                         12
        Duration of Test                                 14
        Observations and Measurements                    15
        Required Analysis                                16
        Statistical                                      16
        Test Substance Concentration                     19
        Basal Diet                                       20
        Acceptability Criteria                           20
        Test Conditions                                  21
        Test Species                                     21
        Selection                                        21
        Maintenance of Test Species                      26
        Acclimation                                      26
        Diet                                             26
        Feeding                                          27
        Facilities                                       29
        Environmental Conditions                         33
        Temperature (See Section II.C.2)                 33
        Humidity (See Section II.C.2)                    33
        Light (See Section II.C.2)                        33
        Reporting                                        33
III.     Economic Aspects                                 34
IV.      References                                       35

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Office of Toxic Substances                              ES-12
                                                 August,  1982
        TEST SUPPORT DOCUMENT  FOR AVIAN  DIETARY  TEST
I.      Purpose
    The purpose of this document  is  to  provide  the
scientific background and rationale  used  in  the  development
of Test Guideline EG-15 which uses Bobwhite  and  Mallard  to
evaluate the toxicity of chemical substances  in  the  diets of
these two species.  The Document  provides  an account of  the
scientific evidence and an explanation  of  the logic  used  in
the selection of the test methodology,  procedures, and
conditions prescribed in the Test Guideline.  Technical
issues and practical considerations  are discussed,   In
addition, estimates of the cost of conducting these  tests
are provided.
II.  Scientific Aspects
    A.  General
    Investigations of the dietary  toxicity  of  chemicals  to
native birds began when the Fish and Wildlife  Service  was
directed by Public Law 85-582 to evaluate and  report upon
the effects of pesticides on wildlife.  As  a result of  this
law, DeWitt et al. (1962) reported dietary  toxicities  of
various pesticides to mallards and bobwhite exposed to
treated diets at  the Patuxent Wildlife Research  Center
(PWRC).  Tests were conducted for  less than 10 or  less  than
100 days with one objective being  the determination of  the
quantity of pesticide producing at least 50% mortality
within 10 or between 10 and 100 days (DeWitt et  al. 1963).
The shorter period was designed to simulate acute  toxicity,
whereas the longer period was to simulate chronic
toxicity.  Tests were conducted with adult  and/or  young
bobwhite, mallard, and ring-necked pheasant.

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                                                        ES-12
                                                 August,  1982
    Similar studies were conducted at  PWRC  in  1963  by
Stickel (1964), who reported at  this time that young birds
used in dietary tests were  1-2 days old.  Japanese  quail
were also used as a test species beginning  in  1963.  The
1963 tests were from 3 to 185 days in  length.
    Heath and Stickel (1965) presented a protocol  for  avian
dietay tests.  This protocol recommended a  test period  of  5
days exposure to a treated  diet  followed by 3  days  of
observation while the birds received untreated  diets.   The
standardized length of the  test  period was  designed  to
permit quantitative comparisons  of the relative toxicities
of different test substances.  This protocol also
recommended that the birds  be 5-7 days in age  when  first
exposed to treated diets.
    This protocol was generally  followed by PWRC for 10
years, although some deviations  were occasionally necessary
because of shortages of facilities or  birds  (Hill  et al.
1975).  Hill et al. (1975)  reported that the ages  of the
test birds were standardized in  1970.  Quail (both  bobwhite
and Japanese quail) were tested  when they were  14 days  old;
mallards and pheasants were 10 days old.  In 1973  tests,
mallards were five days old.  Heath et al.  (1972) did not
specify the ages of test birds precisely, but  they  did  state
that dosage was never initiated before birds were nine  days
old.
    EPA adopted the basic protocol described by Heath  and
Stickel (1965) and Heath et al.  (1972) and  published it as  a
test method to be used in conjunction with  pesticide
registration (US EPA 1975).  The EPA protocol  was intended
primarily for bobwhite and  mallard and specified the use of

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                                                        ES-12
                                                 August,  1982
10-15 day old birds.  In other respects,  the  EPA  protocol
generally followed  that developed  by PWRC.  The Agency  (US
EPA 1978a) published a later protocol that  was slightly
modified from the first EPA protocol. This  later  protocol
specified, as a guideline, that birds be  10-17 days  old at
the beginning of the test period and also recommended a
continuous lighting regime.  Other modifications  were minor.
    Most avian dietary tests conducted since  1965 have  more
or less followed either the Heath  and Stickel  (1965)
protocol or one of  the EPA protocols.  The  largest number of
avian dietary tests have been conducted for the purpose of
pesticide registration and have been classified as
confidential business information  by the sponsors.   PWRC has
conducted the vast  majority of avian dietary  tests that have
been published in the open literature (Heath et al.  1972,
Hill et al., 1975).  Very recently, ASTM (1979a) has
developed a draft protocol for avian dietary tests  that also
is based on the PWRC method.
    Because all known avian dietary test  protocols  are  based
upon the method of  Heath and Stickel (1965), there has  been
no need to compromise between widely divergent methods.  At
the same time, there have been numerous deviations  from the
basic method that preclude precise comparisons of  all of the
data.   There continue to be conflicts of  ideas among
investigators conducting avian dietary tests.  Yet,  there
are few published data to support  either side of  many
conflicts.  Also, there is little  ongoing research that
might resolve these conflicts.  PWRC does conduct  methods
research to some extent, but reports from most other avian
dietary test facilities usually are classified as
conf identicil.

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                                                        ES-12
                                                 August,  1982
    To promote uniformity and comparability of  tests, some
recommendations and requirements are standardized  in  this
test guideline.  Where such recommendations and requirements
are controversial and are not addressed sufficiently  by
published data, it is hoped that research will  be  stimulated
to resolve questions.  If feasible, conditions  and
procedures that approximate natural conditions  have been
specified in preference to other options.  Controversial
points are addressed in section 1.2 of this support
document.
    The use of avian dietary tests in  the assessment  of
chemical  impacts on the environment is based on several
factors.  First, birds are an obvious  and important
component of the environment.  Congress has indicated
repeatedly that birds are worthy of protection  by  passing
such laws as the Lacey Act of 1900, Migratory Bird Treaty
Act of 1918, Migratory Bird Conservation Act of 1929,
Pittman-Robertson Act of 1937, Fish and Wildlife Act of
1956, Endangered Species Act of 1973,  and others.  The
United States also has entered into treaties with  Great
Britain and Canada (1916), Mexico (1937), Japan (1974), and
Russia (1976) for the protection of migratory birds.  The
people of the United States have also  indicated a  desire to
protect birds through their support of Audubon  Society,
Nature Conservancy, and other environmental groups.
Sportsmen's organizations support protection of birds,
although their interests often focus heavily on game birds.
    Second, birds have a definite economic importance.
Federal and State Agencies spend large sums for the
preservation and propagation of birds.  Hunters and

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                                                        ES-12
                                                 August,  1982
birdwatchers also spend substantial sums  in pursuit  of  their
pastimes.  Less measurable, but of definite  importance,  is
the substantial role of birds in  insect control.
    Birds consume huge quantities of  insects  and  other
invertebrates, many of which are  considered pests.   Small
mammals and other vertebrates or  plants are  consumed  by
various birds, sometimes to the extent that  birds have  an
important effect on populations.  In  turn, birds  are
consumed by birds of prey, mammals and other  vertebrates.
Excretory products of birds provide nutrients  for plankton
and other microorganisms that in  turn are  food  for  larger
organisms.  Birds are important in pollination of some
plants and in dispersal of others.  Because  of  their
mobility, the effects of or on birds  are  not  restricted  to
specific locations.
    Finally, birds are among the  more sensitive  terrestrial
vertebrates.  Because of their high metabolic  rate, high
body temperature, and the demands of  flight,  they require
more energy relative to their size than most  other
animals.  The energy requirements lead to  greater food
intake and thus to greater toxicant intake when a toxicant
is in or on their food.  Data presented by Kenaga (1979)
indicate that for a majority of insecticides,  mallards  are
more sensitive than rats in acute oral tests.   No data  were
presented for acute oral toxicity to bobwhite,  but  in
dietary tests, bobwhite are typically more sensitive  than
mallards (Heath et al. 1972).  These data and  confidential
reports submitted to the Agency for pesticide  registration
suggest that, in general, birds are the most sensitive  class
of terrestrial vertebrates.

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                                                        ES-12
                                                 August,  1982
    Avian dietary tests are useful  in  assessing  the  hazard
and risk of  toxic substances  to  avian  species.   They are
relatively inexpensive and of short  duration.  Since
ingestion is  the most likely  route  of  avian  exposure,
dietary tests can be used to  estimate  the  effects  of short-
term exposures.  When a concentration-response curve is
generated, as is required in  this guideline,  the curve can
be used to estimate a probable no-effect  level and to obtain
indications  of chronic effects.  The results  can be  used to
compare toxic responses between  or  among  species or  of one
species to various test substances.  The  results of
laboratory dietary studies can be extrapolated to  field
conditions and/or to other species.  All  such comparisons
and extrapolations should be  made with extreme caution,
taking into  account a number  of  physiological, ecological,
and behavioral parameters.
    Avian dietary tests are different  from avian acute oral
tests.  Acute oral tests involve a single  dose,  usually
administered by capsule or gavage directly into  the  crop.
Amounts are  varied according  to  the  weight of the  bird,  so
that each bird receives the same dose  on  a mg/kg basis.
Dietary tests, on the other hand, involve  ingestion  of a
test substance that is incorporated  into  the  diet.   Because
it is  not practical to house  birds in  individual cages,  food
consumption, and thus test substance intake,  cannot  be
measured individually but rather are determined  on an
average basis for each pen.   Some birds may eat  more or  less
than the average.   In addition some  food  is spilled,  and
some birds may reduce consumption because  of  aversion  to the
food and test substance or because of  toxic effects  of the

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                                                        ES-12
                                                 August,  1982
test substance that they have ingested.  Therefore,  the
precise amount of test substance  taken  in  cannot  be
determined and may vary among the test  birds.  As  a  result,
the LCc-Q values determined  in dietary tests  are not  as
precise as LD50 values obtained in acute oral  tests.
However, dietary tests do simulate exposure  under  natural
conditions.  They take into account not only the route of
exposure, but also individual variation in intake, aversion,
reactions to test substance and,  to a limited  extent,
detoxification of the test substance.   Acute oral  tests  have
definite value, particularly in comparative  toxicology or  in
assessing hazards of such concentrated  toxicants  as  granular
insecticides.  But it is the dietary test  that is  most
useful in assessing the hazard and risk of most test
substances to birds.
         1.  Is s ue s
    The avian dietary test guideline and support document
contain some controversial points.  Data are insufficient  or
absent to support either side of  most points.  For other
points, there are data to support each side, or the
controversy may relate to the use of the test.  Issues are
merely identified below and are discussed  in the appropriate
sections of this document.
    o    Is continuous lighting more appropriate  than
         dark/light cycles, or should either be considered
         acceptable?
    o    What is the most appropriate age  for  test birds?
         How narrowly should the  age be defined?
    o    Is a positive control group(s) necessary  for each
         test?

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                                                        ES-12
                                                 August,  1982
    o    What carriers, if any, should be used or  allowed
         for incorporation of  the  test substance  into  the
         diet?
    o    Are commercial foods  adequate, or  is  there  too  much
         variation and/or contamination of  commercial  foods?
    o    Should treated diets  be mixed daily with  the  same
         or decreasing concentrations, or should diets be
         mixed fresh only at the beginning  of  the  test?
    B.  Test Procedures
         1.  Range Finding and Definitive Dose Levels
    The range-finding test is  a highly recommended procedure
(US EPA 1978a, ASTM 1979a) which helps to determine  the
appropriate dietary concentrations  in the definitive test.
In some situations there may be enough toxicity information
available so that appropriate  concentrations can be  selected
without a range-finding test.  The  range-finding test  (or
other available information) needs  to be accurate  enough to
ensure that dose levels in the definitive test are spaced so
as to result in at least one level  each above  and  below  the
LC50 value.
    Unless otherwise specified in  the Test  Rule, it  is
necessary to establish dose levels  in the definitive test
that will result in an accurate determination  of the slope
of the log dose-probit response curve.  The slope and shape
of this regression curve are of great interpretative value
in analyzing the results of the test (Tucker and Leitzke
1979).  Among other things (refer  to discussion on
statistical interpretation), the slope and  mortality pattern
may yield an indication of chronic  effects.  A shallow slope
suggests chronic effects whereas a  steep slope suggests

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                                                        ES-12
                                                August,  1982
acute effects  (Tucker and Leitzke 1979).  Because this  avian
dietary test directly investigates short  term  effects,  it  is
more important that a shallow slope be well defined than it
is for a steep slope.  A slope can be defined  well  by
spacing concentrations to yield several partial mortality
levels, although individual variation in  response,  for  any
reason, will tend to reduce precision of  results.   Ideally,
three or more partial mortality levels will give a
reasonable indication of the precision and accuracy of  the
slope.  Therefore, close spacing of concentrations  is
recommended to yield these partial mortality levels.  When a
spacing factor of 1.67 is used, as is recommended in the
guideline, and does not result in three partial mortality
levels, then the slope is steep, usually  greater than 6
probits per log cycle.  As stated above,  a steep slope does
not need to be completely defined because the  test  itself
predicts acute effects.   Thus, it is not  necessary  to use
closer spacing than a 1.67 ratio.  However, if spacing  is
wider than recommended,  then it is necessary to achieve
three partial mortality levels in order to yield a  reliable
slope.
    The requirement for at least five concentration levels
is also based on the need for at least three partial
mortality levels to provide for reliable  probit or  other
statistical analysis.  In the event that  five  concentration
levels provides five partial mortality levels, this
situation would yield an even more reliable slope and LC5Q
value.  Fewer than five levels may frequently  yield
sufficient information for determination  of an LC5Q value by
non-parametric statistical methods, but even more

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                                                        ES-12
                                                 August,  1982
frequently, fewer than five levels will not  yield  the  three
partial mortality levels necessary for an  accurate slope
determination.
    Some test substances are relatively non-toxic  and  are
unlikely to pose an acute environmental problem.   In terms
of acute effects, the Patuxent Wildlife Research Center
(Heath et al. 1972, Hill et al.  1975) and  the Agency's
Office of Pesticide Programs (US  EPA, 1978a) have  both
stated that it is unnecessary to  determine an accurate
dietary LC^Q when it is found to  be  in excess of 5000 ppm.
Some test substances may have an  LC50 greater than 5000 ppm,
but may still produce mortality at the 5000 ppm level.
Since the slope of the log dose-probit regression  line is as
important as the LC^Q value in interpreting  the results of a
test, when mortality does occur at 5000 ppm, it is  important
to determine at what level there  is  no observed effect.  If
the no effect level is comparatively low, such as  around 500
ppm, this gives an indication of  the potential for chronic
toxicity and the need for additional testing.  A
comparatively high no effect level,  such as  4500 ppm,
suggests a steep slope and considerably less possibility of
chronic effects.  In essence, the mortality  at 5000 ppm and
the no effect level give a rough  indication  of the  slope and
therefore, range-finding dose levels of 5, 50, 500, and 5000
ppm are suggested in order to incorporate the 5000 ppm level
(relatively non-toxic) and a lower no effect level  in case
there is some mortality at 5000 ppm.
         2.  Controls
    Concurrent controls are required for every test to
assure that any observed effects are a result of ingestion
                                10

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                                                        ES-12
                                                 August,  1982
of the test substance and not of other factors.   Other
factors may include such environmental factors  as
temperature, lighting, vapors, sensitive or stressed  test
birds, etc,,  If a diluent is used  in mixing the diet,  this
diluent is used also in the untreated diets at  the same
concentration as it occurs in treated diets.   In effect,
this results in a diluent, but no  completely negative,
control.  Diluent selection is based upon  an assumed  lack of
toxicity (e.g., water, completely  evaporated acetone) and it
is not cons, idered necessary, therefore, to have an
additional negative control when a diluent control is used.
    A positive control, such as one with dieldrin, is
recommended as a means of detecting temporal or
interlaboratory variation.  Some researchers have advocated
using a positive control for every test and then adjusting
the test substance LC^g value by dividing  that  value  by  the
positive control LC5Q value to yield a ratio that can then
be used to compare toxicities of various test substances
(ASTM 1979a).   This procedure may  be of academic interest
when comparing different test substances, but  it is
inappropriate for the purpose of this guideline.  In
addition, the mathematical manipulation of two  values  that
both have limits on precision as indicated by confidence
intervals will result in a further decrease in  precision
when the results are combined.  Another argument has  been
advanced (Heinz, personal communication) that a positive
control should still be run with every test, even if  no
adjustments are made.  It is assumed that  the procedures
outlined in this guideline are rigorous enough  so that
variation within a given laboratory will be minimal as long
                                11

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                                                        ES-12
                                                 August,  1982
as the food, cages, and source of  birds  remain  the  same.   A
quarterly or semi-annual positive  control,  or one performed
when the food, housing, or source  of  birds  changes, should
provide enough information on  temporal or  interlaboratory
variation to preclude the need to  have a positive control
with every  test.
         3.  Number of Animals Tested
    Ten birds per  test concentration  is  the minimum number
required in this test.  Other test methodologies have
recommended ten birds per level  but have allowed as few  as
six birds per level (ASTM 1979a, US EPA  1978a).  For some,
perhaps many, test substances, six birds per level  will
yield statistically valid results.  However, the statistical
error of variable  responses will be magnified when  six birds
are used, and a significant number of tests  may result in
values that are not statistically valid.
    It also should be noted that the  protocol recommended  by
the Agency requires no less than ten  birds  per  dose level  in
avian acute oral tests required  for pesticide registration
(US EPA 1978b).  Since the acute oral tests  inherently
control more variables than dietary tests  (see section 1),
it would be inconsistent to allow  fewer  birds in the dietary
tests than in the acute oral tests.   The vast majority of
avian dietary tests have been conducted  either  by Patuxent
Wildlife Reseach Center (Heath et al. 1972,  Hill et al.
1975) or by contract and company laboratories for the
purpose of pesticide registration.  Most of  these tests  have
utilized ten birds per level and only a  small fraction have
used less than ten.  These facilities apparently favor the
use of ten birds per level because it markedly  reduces the
                                12

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                                                        ES-12
                                                 August,  1982
number of tests that have to be rerun  to  achieve statistical
validity and because it  is nearly  as easy to  maintain  ten
birds in the appropriate size pen  as it is  to maintain  six
birds in the same size pen.
    Ten birds per concentration usually are adequate  to
produce a valid test, although some test  substances may
require more birds to accommodate  excessive variation  in
response.  Although 20 birds per level may  be considered
statistically superior to ten birds per level,  there  is a
substantial data base for using the latter, and most tests
using 10 birds per level have achieved statistical
significance.  For the small number of tests  that resulted
in heterogeneous data, it is more  cost-effective to repeat  a
test with more birds per level than it is  to  require all
tests to be conducted with more birds.  The use of  20  birds
per dose level would require twice the pens,  space, food,
care, handling, etc. and would significantly  increase  the
cost of a test.  Not only would the cost  be increased,  but
due to limited avian testing facilities,  the  time between
requiring a test and beginning the test would be lengthened
(on the average) if 20 birds per concentration were
required.  Some types of tests, such as aquatic tests,  may
require 20 organisms per level to  offset  the  greater number
of variables involved or the variable responses of the  test
animals.  It is not necessary that avian  tests  also require
20 birds per dose level.
    Twenty birds are the minimum required,  however, for
negative control groups.  Many investigators  use the same
number of control birds as are used in all  experimental
levels tested, and this number (50-60) is  required in one
                                13

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                                                        ES-12
                                                 August,  1982
method  (ASTM  1979a).   Frequently, such  a  large  control  group
is used for several  concurrent  tests.   In such  a situation a
failure to achieve a control survival of  90%  would  mean that
all of  the concurrent  tests would be unacceptable.   In
addition, 20  control birds, or  preferably 30  or more, will
provide better data  on food consumption and growth  values
with which to compare  performance of treated  birds.
Although natural mortality of young birds  usually occurs
prior to reaching the  test age, natural mortality during  the
test may occur, more often with bobwhite  than with
mallards.  Since control mortality in excess  of 10%
invalidates a test,  the use of  20 birds in a  control will
nearly  always yield sufficient  survival for validity.   The
use of  a single extra  pen of 10 control birds is a  cost-
effective preventive measure that in addition yields a
statistically more powerful test.
         4.   Duration  of Test
    Acute toxicity tests with birds and mammals are  normally
done on an oral single dose basis and historically  the
single  dose has been followed by 14 or  21 days  of
observation.  This was originally true  of  laboratory mammals
and also was  adopted by those investigators conducting  acute
single dose oral tests on birds (Tucker and Crabtree
1970).  Avian dietary  tests, however, have developed along
other lines.  The duration of the test  was first
standardized by the Patuxent Wildlife Research  Center (Heath
and Stickel 1965).  The test period was set at  5 days
dietary exposure to  the test substance  followed by  3 days  of
observation while birds were receiving  untreated diet.
Using the PWRC format  as a basis, the Agency's  Office of
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Pesticide Programs  (US  EPA  1978a) and subsequently  ASTM
(1979a) both presented  test methods with  the  same
duration.  Because  of this historical basis and  the data
base developed from  these methods,  the  duration  of  the
currently proposed  dietary test is  the  same.
    The three day post-exposure observation period  was
originally included  to  detect chemical  mortality induced
beyond the exposure  period  (Heath et al.  1972).  It was
noted that one chemical caused a delayed  mortality  pattern,
and for that chemical,  the observation  period was extended
an additional six days.  Subsequent adaptations  of  this
protocol (US EPA 1978a, ASTM 1979a) included  statements  that
the observation period  "shall be extended. . .as long as test
birds exhibit toxic  symptons and continue  to  die."   In tests
submitted to support pesticide registration,  however, it  has
been noted that tests were rarely extended beyond eight
days, even when mortality occurred on the  last day.   It was,
therefore, determined that the currently  proposed avian
dietary guideline should be moje definitive about the length
of the post-exposure period under certain conditions.  It is
not expected that the post-exposure period will  need  to be
extended for most test  substances.
         5.  Observations and Measurements
    When birds are  caged together,  the  amount of food
ingested cannot be  determined for individual  birds.   In
addition, feed can  be spilled out of the  pen  or  scattered
among litter and droppings.  Therefore, only  estimates of
average consumption  per pen can be  determined.   This
admittedly does not  yield precise intake  data per bird, but
the dietary test is  considered an "applied" measurement  that
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includes factors of ingestion and digestion in addition  to
toxicity (Heath et al. 1972).
    It would be desirable to have the body weights of  test
birds recorded at the beginning of the test, at the end  of
the exposure period,  and at the end of the test.  However,
weighing birds at the end of the exposure period requires
handling, and the stress on the birds, especially in
combination with test substances that produce stimulant
effects, could easily lead to anomalous results.  Therefore,
body weights are required only at the beginning and at the
end of the test.
    Observations of signs of intoxication are important  for
several reasons.  First, they obviously yield information on
the mode of action of the test substances.  If there  is
additional information from other sources on the mode of
action, signs of intoxication other than those known
indicate either a difference in action between the other
test animals and birds or that factors other than the  test
substance are involved.  The duration of signs of
intoxication may yield information on the potential for
cumulative effects or the possiblity that effects are
irrevers ible.
         6.  Required Analyses
              a.  Statistical Analysis
    A coherent theory of the dose-response relationship  was
introduced by Bliss (1935), and is accepted widely today.
This theory is based on four assumptions:
    o    Response is a positive function of dosage, i.e., it
         is expected  that increasing treatment rates should
         produce increasing responses.
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    o    Randomly selected animals are  distributed  normally
         in Gaussian fashion  as  to their  sensitivity  to  a
         toxicant.
    o    Due to homeostasis,  response magnitudes  are
         proportional to the  logarithm  of  the dosage,  i.e.,
         it takes geometrically  increasing  dosages
         (stresses) to produce arithmetically increasing
         responses  (strains)  in  test animal  populations.
    o    In the case of direct dosage of  animals, their
         resistance to effects is proportional  to body mass.
         Stated another way,  the treatment  needed to  produce
         a given response  in  a population of  test animals  is
         proportional to the  size of the  animals  treated.
    If percent mortality is plotted as  a  function of  the
logarithm of test solution concentration,  the form  of  the
resulting curve will generally be sigmoidal  (Casarett and
Doull 1975).  The sigmoidal shape of the  concentration-
response curve makes it less  than ideal for  predictive
purposes.  It is often more useful to transform the data so
that the concentration- response curve  may  be represented  by
a linear equation of the form:

                           y=ax+b

    While a number of data transformations  are possible, the
probit or probability unit transformation (Bliss  1934) is
the most widely accepted means of linearizing the sigmoidal
concentration-response curves (Finney 1971).
    Probits are standard deviations to  which the  number  five
has been added arbitrarily to avoid negative numbers.  For
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example, the 50 percent response point  is  equivalent  to  the
median and  is called probit  five.  An 84 percent  response  is
the median  plus one standard deviation  and  is  also  known as
probit 6 (0+1+5=6).  Likewise, a 16 percent response  is  the
median minus one standard deviation or  probit  4 (0-1+5=4).
    Once the mortality data  have been transformed onto a
probit scale, a straight line can be fitted  graphically
according to the methods of  Litchfield  and  Wilcoxon (1949)
or Miller and Tainter  (1944) or by calculated  methods such
as that developed by Finney  (1971).  The LC^g  value  can  be
determined  from the regression line, and the 95% confidence
limits can  be calculated.  Other values (e.g., LC16,  LCQ4)
also can be determined from  the line along  with the
corresponding confidence limits.  However,  the confidence
limits are  narrowest at the  L^Q value  and  wider as the  LCX
value is further from  the LCcQ point.
    The LC^Q value itself has utility in that  it provides an
indication  of the toxicity of a test substance.  This value
can be used to help predict  the likelihood  of short-term
adverse effects to animals exposed to the  test substance in
the environment.  It should  be noted, however, that the
endpoint of this test  is mortality and  the  exposure period
is 5 days.   Thus, the  LC50 value is most pertinent  to
relatively  short term  effects.
    The mortality pattern and slope (probits divided  by  log
cycles)  of   the concentration-response line have more
implications.  A low (<2 probits/log cycle) slope or  delayed
mortality is usually indicative of slow and often cumulative
effects,  whereas a steep slope (> 6 probits/log cycle)
suggests  rapidly acting effects (Tucker and Leitzke 1979).
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When the effects of a test substance are slow and
cumulative, there is a strong possibility  that some  effects
may occur at concentration levels well below the  LC^Q  value
and also that sublethal effects have a higher likelihood  of
occurring in many animals.  When a toxic substance
accumulates in an animal at sublethal levels, there  is  a
likelihood that chronic effects, such as reproductive
impairment or secondary toxicity, may occur.  Significant
amounts of some toxic accumulative chemicals, such as  DDE
and heptachlor epoxide, are excreted via the eggs of birds
(Stickel, 1973) and may adversely affect reproductive
success.  Thus, a low slope or delayed mortality  that
suggests a potential for accumulation and  chronic effects
may have long lasting consequences for the populations  of
exposed birds.  Therefore, not only the placement, but  also
the mortality pattern and slope of the concentration-
response line are important pieces of information derived
from this test.
              b.  Test Substance Concentrations
    Samples of treated diets will be analyzed to  determine
the actual levels to be used in the test.  Analysis  will
help to detect mathematical errors in calculating
concentrations, technicians' errors in mixing diets, and
manufacturers ' errors in determining the amount of active
ingredient in a test substance (Heinz, personal
communication).  Intentional manipulations of dietary
concentrations will not normally be detected simply  through
analysis, unless it can be ensured that those diets  analyzed
are those diets actually used.  Therefore, it is sufficient
to analyze dietary concentrations at several, rather than
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all concentration levels, with the assumption that
variations between measured and nominal  concentrations  will
be consistent for all levels.  When volatile or  labile  test
substances are used, it  is  important  to  analyze
concentrations at the end of the exposure period also.
              c.  Basal  Diet
    Most testing facilities use diets prepared by commercial
feed companies.  Some facilities may have a commercial
company prepare a diet to order.  Normally, such diets  are
supplied with a quantitative list of  ingredients, and such a
list should be supplied  with the test report.  If there are
supplements added to the diet, a list of all supplemental
ingredients also should  be  submitted.  Analysis  of
ingredients in the basal diet is important because there are
a number of potential test  substances, such as certain
metals, that may interact with components of the diet and
possibly affect the results of a test.   A nutrient analysis
will allow for a better  evaluation of such results.  In
addition, it is possible that dietary deficiencies or
imbalance of ratios of nutrients also could affect the
results.  Even though commercial companies normally supply a
nutritionally adequate diet, it is important to  know the
components because no rigid requirements exist far the  type
and constitution of the  diet used.
         7.  Acceptability  Criteria
    A typical avian dietary test will have no control
mortality.   Occasionally, a bobwhite control death may
occur, but only rarely will a mallard control death
happen.  In well conducted  tests, control mortality will
never (p >0.99) be greater  than 10%.  If control mortality
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exceeds 10%, it is very likely that  it  is  due  to  improper
test conditions or procedures, such  as  failure of
temperature control, excessive handling, etc.   It  can  be
assumed that factors causing control mortality will  also
contribute to mortality of treated birds and result  in
inaccurate results.  Therefore, a test  is  considered
unacceptable if more than 10% of the control birds die.
    C.  Test Conditions
         1.  Test Species
              a.  Selection
    The mallard, Anas platyrhynchos, and/or bobwhite,
Colinus virginianus, are the species to be tested.   The
choice of these species is based on  a number of factors.
Although no single species would satisfy all criteria  for
species selection, mallard and bobwhite each have  a  number
of favorable attributes.
    The mallard has a widespread distribution,  not only  in
the United States, but also in Eurasia.  Such  distribution
means that mallards may be exposed to toxic substances in
the environment regardless of the location of  the  toxic
substance.  As a waterfowl, mallards may also  be  exposed to
toxic substances in the water, in sediments, and on  land.
Because the mallard is the most abundant and widely
distributed duck in the northern hemisphere (Bellrose  1976),
it is also suitable as a native test species for  many
countries belonging to the Organization for Economic
Cooperation and Development (OECD).
    The bobwhite has a widespread distribution  throughout
much of the United States, and it is an important  part of
the avifauna, of the southern U.S.  It occurs in a  variety  of
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errestrial habitats and is likely to be exposed to  toxic
ubs tances that occur  in such habitats.  Because it  is
idely distributed, the bobwhite represents itself for many
nvironments as well as serving as a surrogate for other
errestrial avian species.
   Bobwhite and mallards also are amenable to testing in
he laboratory.  They can be bred in captivity and are
eadily available from commercial sources so that testing of
hese species will not deplete wild stocks.  There is
ufficient information on the nutritional/ habitat,  and
ehavioral characteristics of natural populations of
allards and bobwhite  in order to meet the basic nutritional
nd physical requirements of the species in the laboratory.
   Mallards and bobwhite have been demonstrated to  be
ensitive to challenges with toxic chemicals (Tucker and
rabtree 1970, Hill et al. 1975).  In a comparison of four
pecies (mallard, bobwhite, Japanese quail, ring-necked
heasant) that all were tested with the same 39 chemicals in
ietary studies, bobwhite was the most sensitive to  47.4% of
he chemicals (Heath et al. 1972).  Even though this
omparison showed bobwhite to be the species most sensitive
o the largest number of toxic chemicals, relative species
ensitivity is variable depending upon the particular test
ubstance or type of test substance.  Therefore, dietary
ensitivity, an important criterion, should not be the
verriding factor in selection of species for these  tests.
or example, waterfowl have demonstrated a particular
usceptibil i ty to eggshell thinning in reproductive  studies
nd bobwhite have been shown to be sensitive to the
eproductive effects of a few chemicals such as toxaphene
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(DeWitt et al. 1962).  Both species have been  widely used  in
actual and simulated field tests.   It  is advantageous  to
select for short term tests a species  which also  can be used
in reproductive and field tests.  This  allows  for more
direct comparisons between the results  of  two  test  types
than can be obtained when one species  is tested  in short-
term tests and another species is tested in reproductive or
field studies.
    In addition, mallards and bobwhite  are generally
considered to have a positive economic  value.  Although the
Agency is charged with the protection  of all species in the
environment, the choice of an economically valuable species
for testing is appropriate to the cost-benefit or risk-
benefit analyses upon which Agency  decisions are  frequently
based .
    Finally there is as good or better  a data  base  for
toxicity tests with mallards and bobwhite as for  any other
native avian species.  This data base  permits  comparisons
with results of tests with other toxic substances.
    If a test is to simulate toxicity  to naturally  occurring
populations of mallard or bobwhite, then it is important to
use birds that are phenotypically indistinguishable from
wild birds.  Since many chemicals act upon specific enzymes
and enzymes are based on a genetic  code, the use  of birds
genotypically similar to wild birds would be desirable.
However, the determination of phenotype is a simple
observational process, whereas genotypic determination is
impractical, if possible at all.  In addition, wild birds
have a degree of heterogeneity that would not  be  typical of
any given genotype.
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    The necessity for using healthy birds is obvious since
the test is designed to determine  toxicity  to  healthy,
typical populations.  The health of birds also is  important
in reducing the number of variables that  limit comparisons
between tests.  There are several  checks  in this test
guideline that help to ensure that healthy  birds are used.
The use of previously untested birds not  selected  for
resistance and being from disease-free flocks  provides  a
basically healthy stock.  Visual observations select out
apparently abnormal or unhealthy birds from that stock.   A
final check on health is based on  the birds' ability to
survive the three-day period preceding the  test.   The 5%
maximum mortality during this period, as  established by the
Committee on Methods (1975) for effluent  fish  tests and as
proposed by ASTM (1979a) for avian dietary  tests,  allows  for
the natural mortality that may occur in young  birds, but
precludes the use of populations that do  not demonstrate  a
reasonable survival rate.
    Historically, birds used in dietary tests  usually have
been immature birds.  Hill et al.  (1975)  reported  dietary
toxicities of pesticides to four avian species.  All birds
were between 5 and 24 days old, with 85%  being 10  to 17 days
old.  The only significantly repeated deviation from the  10
to 17 day age group was that 15% of the mallards were aged 5
days.   Guidelines for the Agency's Office of Pesticide
Programs specify using 10 to 17 day old birds  (US  EPA
1978a).  A large number of avian dietary  tests have been
conducted with this age class, although these data are
confidential and generally not available  to the public.
Because of the historical precedents and substantial data
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                                                 August,  1982
base for mallards and bobwhite of this  age, 10  to  17  day  old
birds are specified.
    Certain investigators  (Heinz et  al.  1979) have  argued
that mallards should be tested when  they are five  days
old.  This has been proposed because  five day old  mallards
could not survive the test period if  they refused  to  eat  and
because it is thought that the younger  birds are more
sensitive.  However, it is felt that  the death  of  birds in  a
test from starvation does  not approximate natural  conditions
because wild birds are rarely restricted enough to  have only
one food source.  Further, death by  starvation  confounds  the
interpretation of LC^Q values.  With  many chemicals,  younger
birds do appear to be more sensitive, but age sensitivity is
not constant, even for a given class  of  chemicals  (Hudson et
al. 1972).  Because of these factors, since adult  birds are
more likely to be exposed  to toxic chemicals than  are young
birds, and since use of younger birds is likely to  result in
increased control mortality, there appears to be no
compelling argument to change the historical precedence and
use 5 day old mallards.
    Randomization of test  birds into  the test cages prevents
biases from being introduced.  Most  test birds are
artificially incubated and subtle differences in incubators
can result in hatchlings from one part  of the incubator
having different characteristics, such  as body weight, from
hatchlings in another part of the incubator.  Randomization
is done without regard to sex because young birds  cannot  be
sexed reliably without surgery.  Since  all test pens  are
supposed to be treated equally in a  manner to reduce
variables, it is not necessary to acclimate the birds in  the
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actual pens used in the test.  Birds are normally handled
after hatching or upon receipt and  again when  they  are
weighed at the beginning of the test period.   Randomization
at either of these times is preferable  to  handling  the  birds
an additional time simply for the purpose  of random
ass ignment.
         2.  Maintenance of Test Species
              a.  Acclimation
    Acclimation of birds to test cages  and  basal diet  is
important so that the effects of a  new  environment  on the
toxicity of test substances are limited.   Ideally,  birds
should be maintained in test cages  and  on  basal diet from
the time of hatching until the test period,  However, many
test facilities purchase young birds rather than rear them
from eggs.  A seven day acclimation period  allows enough
time for adaptation and permits these facilities to purchase
birds if such facilities cannot rear their  own.
              b.  Diet
    There are few data on the nutritional  requirements  of
mallards or bobwhite.  This subject is  being investigated
under a current contract and is a proposed  research need.
At the present time, commercial starter mash is recommended,
based upon historical precedents (Hill  et  at.  1975, US  EPA
1978a, ASTM I979a) and a lack of data that support
alternatives.  Changes may be made  in the  future when
additional data become available.
    There are several different ways of considering the test
concentrations with respect to degradation and actual amount
of test substance present.   One view is that the test
substance should be mixed freshly with  the diet every day so
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that a constant level is achieved.  A second  is  that  the
diets should be mixed only at the beginning of  the  test  in
order to simulate natural degradation in the  environment.   A
third view holds that diets should be freshly mixed each
day, but in decreasing concentrations that simulate natural
degradation.  The second alternative above has  been used  in
most avian dietary tests in the past.  Although  degradation
rates in food may differ from rates in the environment,
there are differences in environmental degradation rates
among the various compartments (soil, on plants,  in plants,
etc.).   If there were a single degradation rate,  the  third
alternative would offer advantages, possibly  enough
advantage to counterbalance the additional cost  of mixing
diets daily.  The first alternative is more costly and would
not simulate natural conditions unless release  of the test
substance was continuous.  Since the history  and  previous
data are based on the second alternative and  since this
alternative does simulate degradation to an extent, the  test
gu.ideline specifies that diets should be mixed  once at the
beginning of the test (unless otherwise specified in  the
Test Rule).  If degradation is expected to be substantial
(greater than 25%), then concentrations should  be analyzed
at the  end of the exposure period in order to ascertain the
extent of degradation.
              c.  Feeding
    When unmodified commercial brooder pens with  external
feeders  are used, food spillage is likely to  occur and some
of the spilled food may fall into the feeders of  lower pens
in a stack.  This could result in changes of  test substance
concentrations, and in some cases could significantly affect
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the outcome of the test.  A stacking arrangement  of  control
pens on top with doses  in lower pens being  progressively
higher toward the bottom of the stack has been  used  in  the
past in order to minimize the  effects of spillage.   Such an
arrangement would provide the  least  amount  of dosage change,
but the resultant errors would tend  to  make  a test substance
appear somewhat safer than would occur  without  any
spillage.  In the majority of  tests, the effects  of  spillage
would probably be negligible.  However, there are means  to
eliminate the effects of spillage.
    The easiest method  to avoid effects of  food spillage is
to not stack pens, however, this is  usually  impractical  for
reasons of space conservation.  An effective method  of
minimizing spillage  is  to cover the  feeding  trays with
hardware cloth or wire  mesh of a size appropriate to the
species being tested. Although this  will reduce spillage,  it
will not eliminate it.  Patuxent Wildlife Research Center has
had good success by  using 30 cm long commercial chick
feeders and covering these with wire mesh (Hill, personal
communication).  These  feeders are placed inside  the pens
and thus protected from spillage into other  feeders.
Another method for external feeders  is  to extend a solid
piece of metal out from the pen (perhaps attached to the
litter pan) to a point  outside the feeder.   Spillage may
occur,  but it will not  fall into a lower tray.  In addition
to avoiding cross-contamination of concentration  levels,  the
wire mesh over the feeder will help  to  provide  accurate  food
consumption data.
    Cross-contamination of two or more  different  test
substances is avoided by requiring that only one substance
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be used in any one stack of pen.
         3.  Facilities
    Bobwhite dietary tests generally have been  conducted  in
galvanized metal pens; mallard tests have been  conducted
either in galvanized metal pens or  in wooden pens on straw-
covered concrete slabs (Heath et al. 1972, Hill et al.,
1975).  The wooden pens were outdoors but were
weatherproofed.  The Agency's pesticide guidelines (US  EPA
1978a) recommended commercial brooder units of  wire mesh  and
galvanized sheeting, but no mention was made of outdoor
pens.  ASTM (1979a) stated that pens are best kept indoors
where lighting, temperature, and other factors  may be
controlled.  They recommended commercial brooder units  of
wire mesh and galvanized sheeting,  but suggested that other
materials would be adequate if they can be kept clean.  The
suggested construction materials were stainless steel,
galvanized steel, and perfluorocarbon plastics.  Materials
that are toxic, capable of adsorbing test substances, or
tnat alter or otherwise affect toxicity should  not be used
(ASTM 1979a).
    For this test guideline, indoor pens were selected
because they provide for control of more variables and
contribute to the reproducibility of results.   Outdoor  pens,
even when "weatherproofed", would result in test birds  being
exposed to different seasons, light regimes, temperature,
disturbances, etc.  In effect, they provide a substantially
different environment.  Therefore,  the results  of tests run
in outdoor pens are not legitimately comparable with the
results of tests run indoors.  In addition, mallard tests
conducted in 'outdoor pens limit the utility of  comparisons
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with bobwhite and other species that are normally  tested
indoors (Heath et al. 1972, Hill et al. 1975).
    The effect of using various construction materials has
not been documented.  The original use of galvanized  metal
pens was based on what was available when the tests were
developed.  Galvanized metal  is inexpensive and  readily
cleaned.  Stainless steel is  expensive, but is easier to
clean than galvanized metal.  There is some concern that
studies with certain metals,  such as zinc or nickel,  could
be affected by using galvanized metal or stainless steel,
respectively (ASTM 1979b).  Therefore, ASTM protocols
(1979a, 1979b) include the possibility of using
perfluorocarbon plastics  (e.g., Teflon).  Unfortunately, the
perfluorocarbon plastics  are  not a sound structural material
and have a tendency to warp and bend.  Thus, cages
constructed primarily of such materials are not  particularly
desirable.  However, perfluorocarbon plastics may be  used to
coat other structural materials.  Such pens should be
examined regularly to ensure  that the coating has maintained
its integrity and has not exposed the underlying structural
material.   At the present time, it seems appropriate  to
allow the use of all three materials, although
perfluorocarbon plastics are  not recommended for structural
parts.
    The space requirements for birds are based on commercial
pens that are commonly in use.  Although no native birds are
considered, ILAR (1978) specified 1451.7 square  centimeters
for individual pigeons and 232.3 square centimeters for
Coturnix quail and for chickens under 500 grams  weight.  The
sizes  specified in the test rule are somewhat larger.  The
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larger size is expected to be less stressful because  it
allows some extra space appropriate to the  interaction of
test birds that are housed in groups.  ILAR  (1978) is also
oriented towards laboratory animals that may be  inbred to
the point of tolerating more crowded conditions.  Since  the
avian dietary test is designed to kill birds, extra space
over that used for general laboratory animals will reduce
the potential for stress from overcrowding  to affect  the
results of the test.
    Pens should be cleaned and sanitized between  tests.
Brushing and/or steam cleaning appear to be  the most
appropriate since they do not involve the use of  chemicals
that could affect subsequent tests.  Detergents and bleach
have been used by Denver Wildlife Research  Center (Tucker,
personal communication) and Patuxent Wildlife Research
Center (Heinz, personal communication).  The use  of chemical
disinfectants, such as quaternary ammonium compounds, should
be avoided because of possibility that these compounds can
leave toxic residues.  However, the widely used cold
sterilization method with ethylene oxide is  acceptable,  if
needed for disease control.  Pens should not be cleaned
during a test in order to minimize disturbance to the test
birds.
    The choice of temperatures, humidity levels,  and
lighting regimes has been based upon historical precedents
(Heath et al. 1972, Hill et al. 1975, US EPA 1978a, ASTM
1979a) and a lack of any proposed alternatives.   A
completely rcindomized cage arrangement is required.   Pens
are usually stacked on top of each other to  enhance the
utilization of space.  A temperature gradient is  strongly
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recommended because the thermoregulatory  ability  of  young
birds varies among individuals and  changes with age.   The
use of a gradient gives the young birds temperature  options
that are appropriate at varying  times  in  their development
of thermoregulatory ability.
    The protocols developed by Patuxent Wildlife  Research
Center (Heath and Stickel 1965,  Heath  et  al.  1972, Hill et
al. 1975) did not specify any particular  photoperiod.  The
Agency's Office of Pesticide Programs  (US  EPA 1975)  stated
that photoperiod may follow diurnal variation or  be
continuous for 24 hours per day.  The  next revision of the
Pesticide guidelines (US EPA 1978a) stated a preference for
continuous lighting but accepted a  diurnal variation.  ASTM
(1979a) considered continuous lighting to  be  "probably
optimum" but stated that a schedule of 14  hours light and 10
hours dark (14 L/10D) is acceptable.   For this avian test
guideline, a 14L/10D lighting schedule is  recommended
because it approximates natural  lighting.  A photoperiod
that approximates the natural light regime is expected to be
less stressful than exposure to  constant  lighting.
Consideration was given to requiring,  rather than
recommending, a light-dark cycle.   However, a lack of
published data on the effects of continuous lighting versus
a diurnal variation in young birds, along  with a  data base
using continuous lighting (Hill et  al. 1975) suggests that
constant lighting should not be prohibited at this time.
Research on this subject has been recommended in order to
provide the Agency with additional  information.
                                32

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                                                        ES-12
                                                August,  1982
         4.  Environmental Conditions
              a.  Temperature   (See Section  II C.3)
              b.  Humidity   (See Section  II  C.3)
              c.  Light   (See Section II  C.3)
    D.  Reporting Requirements
    The information that  is  required to be reported  in
section II.B 6a, Statistical Analysis is  essential to a
proper evaluation of the  test results. These required items
are needed (1) to establish  that the test was conducted
according  to specifications, (2) to evaluate those
conditions and procedures that could affect  the results of
the test,  and (3) to supply  the Agency with  sufficient
information to conduct an independent analysis of statistics
and conclusions.  The location of the raw data storage will
allow the  Agency to find  additional information that may
have been  left out of the report or that  may be needed for
enforcement purposes.  The location is necessary because
some chemical companies request the testing  facility to keep
these data, while other companies keep their own.  The
information is needed in  a detailed manner because the avian
dietary guideline contains few rigid requirements.   Even
when minimuns or maximums are specified,  it  is important  to
know how much the test may have exceeded specifications,
such as; if test birds were  observed more frequently than
required,  if the number of test concentrations exceeded the
five levels required, etc.
    The information required in section II.B.6.b to  be
available, but not included  in the test report, may  be
needed if  there are serious  concerns about the results or
validity of the test.  This  information will not normally be
                                33

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                                                       ES-12
                                                August,  1982
needed and therefore is not required routinely.
III.  Economic Aspects
    Three laboratories were surveyed to estimate costs for
performing the test outlined in this guideline.  The
individual laboratories gave prices of $1850-2600, $850-
1200, and $1500.  The "best estimate" based upon the survey
was $1510 for bobwhite and $1640 for mallards.  A cost
estimate also was made by separating the protocol into
components and estimating the cost of each component,
including direct labor cost, overhead cost, other direct
cost, general and administrative cost, and fee.  The best
estimated final cost, based upon this calculation method,
was $1973 for bobwhite and $2785 for mallards, with an
estimated range of +_ 50% of the best estimate.  The
calculated estimate is higher than the best estimate based
on the survey.  Differences in estimated prices or prices
obtained from the different laboratories may have resulted
from a number of factors, such as nature of the chemical,
overhead rates, outside consultants, automation, marketing
strategies, and other factors as outlined in a cost analysis
report by Enviro Control (1980).  The cost estimates were
made assuming that the requirements of the Good Laboratory
Practice Standards, as specified in Section (d) of the avian
dietary toxicity guideline, are being satisfied.
    In a cost analysis of subpart E pesticides guidelines,
laboratories  were surveyed in 1978 and in 1980 to determine
the cost of testing (US EPA 1980a).  The cited costs did not
differentiate between species, however, the unit cost for an
avian dietary LC5Q test was $2000 in 1978 and $3600 in 1980.
                                34

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                                                       ES-12
                                                August, 1982
IV.   References
    ASTM. 1979a.   American Society for Testing and
    Materials.   Standard practice for conducting LC50 tests
    with birds.  Draft No.  1.  13 pp.

    ASTM. 1979b.   American Society for Testing and
    Materials.   Standard practice for conducting
    reproductive  studies with birds.   Draft No.   1.   20 pp.

    Bellrose FC.   1976.   Ducks,  Geese & Swans of North
    America.  Stackpole  Books,  Harrisburg, Pa.  543 pp.

    Bliss CI. 1934.   The method  of probits.  Science 79:
    38-39.

    Bliss CI. 1935.   The calculation of the dosage-mortality
    curve.   Ann.  Appl.  Biol.  22: 134-307.

    Casarett LJ,  Doull J.  1975.  Toxicology, the Basic
    Science of  Poisons.   Macmillan Publishing Co., New
    York.  768 pp.

    Committee on Methods for  Toxicity Tests with Aquatic
    Organisms.   1975.   Methods  for acute toxicity tests with
    fish, macroinverteb rates, and amphibians.  Ecological
    Research Series  No.   EPA-660/3-75-009.  U.S.
    Environmental Protection  Agency,  Duluth,  Minn.  61 pp.

    DeWitt JB,  Crabtree  DG,  Finley RB, George JL.  1962.
    Effects on  wildlife.  Pp. 4-10 (+Tables)  in USDI,
    Effects of  Pesticides on  Fish and Wildlife:   A Review of
    Investigations during 1960.   Bureau Sport Fish.   Wildl.
    Circ. No. 143.  52 pp.
                                                Wildlife
                                                 pp.  74-96
DeWitt JB, Stickel WH, Springer PF.  1963.
studies, Patuxent Wildlife Research Center.
In USDI, Pesticide-Wildlife studies:  a review of Fish
and Wildlife Service investigations during 1961 and
1962,  Fish and Wildl. Serv. Circ. No. 167. 109 pp.

Enviro Control, Inc.  1980.  Cost analysis methodology
and protocol estimates:  ecotoxicity standards.
Rockville, MD:  Enviro Control, Inc., Borriston
Laboratories, Inc.
                               35

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                                                    ES-12
                                             August,  1982
Finney DJ.  1971  Probit Analysis/  3rd ed.  Cambridge
University Press, London.  333 pp.

Heath RG, Stickel LF.  1965.  Protocol for testing the
acute and relative toxicity of pesticides to penned
birds,  pp. 18-21 in USDI.  Effects of Pesticides on
Fish and Wildlife.  Fish and Wildl. Serv. Circular
226.  77 p.

Heath RG, Spann JW, Hill EF, Kreitzer JF.  1972.
Comparative dietary toxicities of pesticides to birds.
U.S. Fish and Wildlife Service, Spec. Kept. Wildl. No.
152.  57 pp.

Heinz GH, Hill EF, Stickel WH, Stickel LF.  1979.
Environmental contaminant studies by the Patuxent
Wildlife Research Center,  pp. 9-35.  in Kenago, EE
(ed).  Avian and Mammalian Wildlife To"xTcology, STP 693,
ASTM, Philadelphia.  97  pp.

Hill EF, Heath RG, Spann JW, Williams JD.  1975.  Lethal
dietary toxicities of environmental pollutants to
birds.  U.S. Fish and Wildl. Serv., Spec. Sci. Rept.
Wildl.  No.  191.  61 pp.

Hudson RH, Tucker RK, Haegele MA.   1972.  Effect of age
on sensitivity:  acute oral toxicity of 14 pesticides to
mallard ducks of several ages.  Toxicol.  Appl.
Pharmacol. 22: 556-561.

ILAR. 1978.   Institute of Laboratory Animal Resources,
National Research Council.  Guide for the care and use
of laboratory animals.  U.S. Department of Health,
Education, and Welfare Publication  78-23.  70 pp.

Kenaga EE.  1979.  Acute and chronic toxicity of 75
pesticides to various animal species.  Down to Earth 35
(2):  2531.

Litchfield JT, Jr, Wilcoxon F.  1949.  A simplified
method of evaluating dose-effect experiments.  J.
Pharmacol. Exp.  Therap., 96(2):  99-133.

Miller LC, Tainter ML.  1944.   Estimation of the ED50
and its error by means of logarithmic-probit graph
paper.  Proc. Soc.  Exp. Biol., 57:  261-264.
                            36

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                                                    ES-12
                                            August,  1982
Stickel L. 1964.  Wildlife Studies, Patuxent Wildlife
Research Center,  pp. 77-115 in USDI, Pesticide-wildlife
studies, 1963: a review of FisTT and Wildlife Service
investigations during the calendar year. Fish and
Wildlife Service Circ. No. 199. 130 pp.

Stickel LF.  1973. Pesticide residues in birds and
mammals,  pp 254-312 in Edward CA. (ed .).  Environmental
Pollution  by Pesticides.  Plenum Press, London.  542 pp.

Tucker RK, Crabtree DG.  1970.  Handbook of toxicity of
pesticides to wildlife.  U.S. Fish and Wildl. Serv.,
Resource Publ. No.  84.  131 pp.

Tucker RK, Leitzke JS.  1979.  Comparative toxicology of
insecticides for vertebrate wildlife and fish.
Pharmac.   Ther. 6:167-220.

U.S. Environmental Protection Agency.   1975.  Protocol
for determing lethal dietary concentration of chemicals
to birds.  Federal register, 40 CFR 162.82 (appendix):
26915. June 25, 1975.

U.S. Environmental Protection Agency.   1978a.  Avian
dietary LC50.  Federal Register, 40 CFR 163.71-2:29727-
29728.  July 10, 1978.

U.S. Environmental Protection Agency.   1978b  Avian
single-dose oral LD50.  Federal Register, 40 CFR 163.71-
1: 29726-29727. July 10,1978.

U.S. Environmental Protection Agency.   1979.  Toxic
substances control.  Discussion of premanufacture
testing policy and technical issues; request for
comment.   Federal Register 44: 16240-16292.  March 16,
1979.

U.S. Environmental Protection Agency.   1980a.  Cost
analysis:  Guidelines for registering pesticides in the
United States, Subpart E.   Draft.  May 1980.

U.S. Environmental Protection Agency.   1980b.
Guidelines for registering pesticides in the United
States.  Subpart E.  Hazard Evaluation:  Wildlife and
Aquatic Organisms.  Draft.  November 3, 1980.
                            37

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                                                       ES-12
                                                August, 1982
Personal Communications:

    Gary Heinz  (11/16/79)
    Patuxent Wildlife Research Center
    Laurel, Md.

    Elwood F.  Hill  (5/8/80)
    Patuxent Wildlife Research Center
    Laurel, Md.

    Richard K. Tucker  (11/8/79)
    EPA, Office  of Toxic Substances
    Washington,  D.C.
                                38

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                                  EG-16
                                  August,  1982
        BOBWHITE REPRODUCTION TEST
        OFFICE OF TOXIC SUBSTANCES
OFFICE OF PESTICIDES  AND  TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  &3ENCY
          WASHINGTON, D.C. 20460

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Office of Toxic Subs tnces                                  SG-16
Guideline for Testing Chemicals                     August,  1982
                    BOBWHITE REPRODUCTION TEST



      (a)  Purpose.  This guideline  is designed  to  develop  data

on the reproductive effects on the bobwhite of chemical

substances and mixtures subject to chronic environmental  effects

test regulations under the Toxic Substances Control Act  (TSCA)

(Pub.L. 94-469, 90 Stat. 2003 15 U.S.C.  2601 _et_. s eg.) .   The

Agency will use these and other data to  assess the  reproductive

effects on birds that these chemicals may present to the

environment.

      (b)  Def initions .  (1)  The definitions  in section  3  of  the

Toxic Substances Control Act  (TSCA)  and  Part 792—Good Laboratory

Practice Standards apply here.  In addition, the following

definitions apply generally to this  guideline:

      (i)  "Acclimation"  Physiological  and behavioral adaptation

to environmental conditions (e.g., housing and diet)  associated

with the test  procedure.

      (ii)  "Test substance"  The specific form  of  a chemical  or

mixture of chemicals that is used to develop the data.

      (iii)  "Photoperiod"  The light and dark periods in a 24

hour day. This is usually expressed  in a form such  as  17  hours

light/ 7 hours dark or 17L/7D.

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                                                           SG-16
                                                    August,  1982
      ( iv)  "Basal diet"  The untreated form of the  diet, such  as

the diet obtained from a commercial source.

      (2)  The definitions in this section refer specifically to

the production and quality of eggs and the subsequent  development

of these eggs up to the point where young are 14 days  old.

      (i)  "Eggs laid"  This term refers to the total  egg

production during the test, which normally includes  ten  weeks of

laying.   Values are expressed as numbers of eggs per pen per

season (or test) .

      (ii)  "Eggs cracked"  Eggs determined to have  cracked

shells when inspected with a candling lamp.  Fine cracks cannot

be detected without using a candling lamp and if undetected will

bias data by adversely affecting embryo development.   Values are

expressed as a percentage of eggs laid by all hens during  the

test.

      (iii)  "Eggs set"  All eggs placed under incubation,  i.e.,

total eggs minus cracked eggs and those selected for analysis of

eggshell thickness.  The number of eggs set, itself, is  an

artificial number, but it is essential for the statistical

analysis of other development parameters.

      (iv)  "Viable embryos (fertility)"  Eggs in which

fertilization has occurred and embryonic development has begun.

This is  determined by candling the eggs 11 days after  incubation

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                                                           EG-16
                                                    August,  1982
has begun.  It is difficult to distinguish between  the  absence  of

fertilization and early embryonic death.  The distinction  can be

made by breaking out eggs that appear infertile and  examining

further.  This distinction is especially  important  when a  test

compound induces early embryo mortality.  Values are  expressed  as

a percentage of eggs set.

    (v)  "Live 18-day embryos"  Embryos that are developing

normally after 18 days of incubation.  This is determined  by

candling the eggs.  Values are expressed  as a percentage of

viable embryos (fertile eggs).

    (vi)  "Hatchability"  Embryos that mature, pip  the  shell, and

liberate themselves from the eggs on day  23 or 24 of

incubation.  Values are expressed as percentage of  viable  embryos

(fertile eggs).

    (vii)  "14-day old survivors"  Birds  that survive for  two

weeks  following hatch.  Values are expressed both as  a  percentage

of hatched eggs and as the number per pen per season  (test).

    (viii)  "Eggshell thickness"  The thickness of  the  shell  and

the membrane of the egg at several points around the  girth after

the egg has been opened, washed out, and  the shell  and  membrane

dried  for at. least 48 hours at room  temperature.  Values are

expressed as the average thickness of the several measured points

in millimeters.

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                                                           BG-16
                                                    August,  1982
    (c)  Test procedures--(1)  Summary of the test;       (i)

After birds have been obtained they should be observed  for  health

and acclimated for at least two weeks.

    (ii)  Test birds should be randomly assigned  to  control and

various treatment groups.

    (iii)  The test substance should  be thoroughly and  evenly

mixed into the diet at concentrations specified in the  test

rule.  All treatment levels should be analyzed for test substance

concentrations at the beginning and midway through the  test.

    (iv)  Birds should be weighed at  the beginning of  the test,

at 14-day intervals until the onset of laying, and at  termination

of the test.

    (v)  Photoperiod should be carefully controlled  on  a short-

day basis during the initial exposure phase, then increased to

16-17 hours to induce egg laying.

    (vi)  Birds should be observed regularly for  abnormal

behavior or mortality throughout the  test.

    (vii)  Eggs should be removed daily and stored until there  is

a sufficient quantity for incubation.  All eggs should  be candled

for cracks and cracked eggs removed.  Once every  two weeks,  all

eggs produced that day should be analyzed for eggshell

thickness.  Incubated eggs should be candled on day  11  and  day

18.  Hatching should be completed by day 24.

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                                                           EG-lb
                                                   August,  1982
    (viii)  Hatchlings should be maintained until they are 14

days old.  Abnormal behavior or death should be reported.  Chicks

should be weighed on day 14.

    (ix)  A statistical analysis should be performed, preferably

by analysis of variance or regression analysis.

    (x)  The report should include all conditions, procedures,

and results.  Data should be sufficiently detailed for an

independent statistical analysis.

    (xi)  All treated birds should be sacrificed and disposed of

properly.  Control birds may be kept as breeding stock, but

should not be used in any other tests.  Control offspring may be

reared and used in another test as adults.

    (2)   [Reserved]

    (3)   [Reserved]

    (4)  Definitive test—(i)  Test substance.  (A)  The

concentrations of test substance in the diet will be specified  in

the test rule.  Generally, three treatment groups and a control

group will be used.  The higher two treatment concentrations will

be multiples (often 5x, lOx, or 20x) of the lowest treatment

level.  The highest treatment levels usually will be below lethal

levels, unless predicted environmental exposure levels are high

enough to approximate lethal concentrations.

    (B)  The material to be tested should be analytically pure

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                                                           EG-16
                                                    August,  1982
and the degree of purity should be reported  along  with  the

percentage of each impurity at levels specified  in the  test

rule.  If specifically required by a test  rule for a particular

substance or mixture, the technical grade  should be tested.   The

test rule will specify the degree of purity  or a range  of

compositions of the technical grade material.

    (ii)  Controls.  A concurrent control  is required during

every test.  The control birds should be from the  same  hatch  as

the test groups.  Control and test birds should be kept  under  the

same experimental conditions.  The test procedures should be  the

same for control and treated birds, except that no test  substance

should be added to the diets of control birds.   If a carrier  or

diluent is used in preparation of the test diets,  the same

carrier should be added to the diets of control birds in the

highest concentration used for test diets.   The use of shared

controls is acceptable for concurrent tests  as long as  the same

carrier is used for all the tests.

    (iii)  Test groups and numbers of birds.  (A)   Each  of the

three treatment groups and the control group should consist of a

minimum of 12 replicate pens.  Each pen should contain  one male

and one female, or alternatively one male  and two  females.  The

use of  20 replicate pens in the control group may  yield  a test

with greater statistical power.  Either arrangement is acceptable

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                                                           EG-16
                                                    August,  1982
productivity reaches the definitive values given  in paragraph

(c)(4)(xii) of this section.  Because the behavioral  interactions

of birds in the two arrangements is likely to be  different,

testing facilities using an arrangement with which  they  are  not

familiar are advised to experiment first without  test substances

in order to determine the feasibility of obtaining  acceptable

productivity levels.

    (B)  All control and treatment birds should be  randomly

distributed to pens from the same population.

    (iv)  Duration of test.  (A)  The test consists of  three

phases following acclimation to test facilities.  The initial

phase begins with exposure of treatment groups  to diets

containing the test substance and is typically six  to eight  weeks

long.  After the initial phase, the photoperiod is  manipulated

according to paragraph (c)(4)(v) of this section  to bring  the

hens into laying condition.  This second phase  ends with the

onset of egg-laying and is typically two to four  weeks  long.  The

final phase begins with the onset of laying and lasts for  at

least eight weeks, preferably ten weeks.  A withdrawal  study

period may be added to the test phase if reduced  reproduction  is

observed.  The withdrawal period, if used, need not exceed three

we eks .

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                                                           EJG-16
                                                    August,  1982
    (B)  Exposure of adult birds to the test substance should  be

continuous throughout the test.  Unless otherwise specified  in

the test rule, test birds should be exposed for at  least  ten

weeks prior to the onset of egg laying.

    (v)  Preparation for reproduction  (photoperiod).   (A)

Lighting regimes (photoperiod) are critical to successful

reproduction.  Various photoperiod regimes have been demonstrated

to give acceptable results.  Any photoperiod regime  that  results

in productivity that meets the definitive values given in

paragraph (c)(4)(xii) of this section  is acceptable  as long  as

birds are exposed to treated diets a minimum of ten  weeks  prior

to the onset of laying.  Regardless of the methods  selected,

lighting should be controlled carefully.  It is important  during

the initial phase to not interrupt the dark period  unless

absolutely necessary.

    (B)  A suggested photoperiod regime would consist  of

maintaining birds under a photoperiod  for seven or  eight  hours of

light during the initial phase.  At the end of the  initial phase,

the photoperiod may be increased to 16-17 hours of  light  per

day.  The photoperiod may be maintained at this level  for the

remainder of the study, although an increase each week of  15

minutes per day is acceptable.

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                                                           EG-16
                                                   August.  1982
    (vi)  Observations of record on adult birds.   (A)  Body

weights should be recorded for each adult bird  at  the  beginning

of the treatment period, at 14-day intervals until the onset of

egg laying,, and at termination of treatment.  Recording  of body

weights during egg laying is discouraged because of possible

adverse effects on egg production.  Food consumption should  be

measured and recorded by pen as often as body weights  are

measured prior to the onset of laying and at least bi-weekly

throughout the rest of the study.

    (B)  Observations on adult birds should be  made at least once

a day.  Any mortality or other signs of toxicity should  be

described and recorded by date or day of test.  Gross

pathological examinations should be conducted on all birds that

die during the test period, and for all survivors  at the end of

the test.  Analysis of two or more tissues (e.g., muscle, fat)

for test substance residues is encouraged, but  not required

(unless specified in the Test Rule).

    ( v i i)  Egg collection, storage, and incubation.  Al 1 eg gs

should be collected daily, marked according to  the pen from  which

collected, and should be stored at 16°C and 55-80 percent

relative humidity.  Storage in plastic bags may improve

uniformity of hatching.  Stored eggs should be  turned  daily.  At

weekly or bi-weekly intervals, eggs should removed from  storage

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                                                           EG-16
                                                   August,  1982
and be candled to detect eggshell cracks.  Except for eggs with

cracked shells and those eggs removed for eggshell  thickness

measurements, all eggs should be set after candling for

incubation in a commercial incubator.  If incubators are  not

equipped to automatically turn eggs, they should be turned daily

by hand.  During the  incubation period, eggs should be maintained

at 37.5°C and approximately 70 percent relative humidity.  Eggs

should be candled again on day 11 of incubation to  determine

fertility and early death of embryos.  A final candling should be

done on day 18 to measure embryo survival.  On day  21, eggs

should be removed to a separate incubator or hatcher.  Hatching

will normally be complete by the end of day 24.

    (viii)   Chick maintenance.  By day 24 of incubation,  the

hatched bobwhite chicks should be removed from the  hatcher or

incubator.   Chicks should be either housed according to the

appropriate parental pen group or individually marked (such as by

leg bands)  as to parental group and housed together.  Chicks

should be maintained  in commercial brooder pens or  pens of

similar construction.  Pens should be constructed of galvanized

metal or stainless steel.  Temperature in the pens  should be

controlled, preferably by a thermostatically control device.  A

temperature gradient  in the pen from approximately  35°C to

approximately 22°C will allow young birds to seek a proper


                                10

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                                                           EG-lb
                                                    August,  1982
temperature.  Temperature requirements for young  birds  typically

decline over this range from birth through the  first  several

weeks of life.  Chicks should be provided a standard  commercial

game bird starter ration, or its nutritional  equivalent.   No  test

substance nay be added to the diet of chicks.   Chicks should  be

maintained until they are 14 days old.

     (ix)  Observations of record on chicks.   The  hatchability,

percentage of normal hatchlings, percentage of  14-day old

survivors, and number of 14-day old survivors per hen should  be

recorded arid reported.  Chicks should be observed daily from

hatching until they are 14 days old.  Mortality,  signs  of

toxicity, and other clinical abnormalities should be  recorded at

least cumulatively through day 5 and recorded by  age  from  days  5

through 14.  Average body weights should be recorded  for chicks

at day 14.

     (x)  Eggshell thickness.  Once every two  weeks  all  eggs newly

laid that day should be removed and measured  for  eggshell

thickness.  Eggs should be opened at the girth  (the widest

portion), the contents washed out (or used or saved for egg

residue analysis), and the shells air dried for at  least 48

hours.  The thickness of the shell plus the dried membrane should

be measured at a minimum of 3 points around the girth using a

micrometer calibrated at least to 0.01 mm units.


                                11

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                                                           EG-16
                                                   August,  1982
    (xi)  Typical observed values  The values reported here

represent those observed from a few testing facilities under

their conditions.  These values are not necessarily

representative of those from all facilities, however,  if  a

reproduction test does not meet or at least approach these values

for control birds, then there is likely to be a problem with  test

procedures or conditions that should be investigated and

corrected.

    (A)  Eggs laid.  Normal values for bobwhite -  28 to 38 eggs

per hen per season.

    (B)  Eggs cracked.  Normal values for bobwhite - 0.6  percent

to 2.0 percent of eggs laid.

    (C)  Viable embryos (fertility).  Normal fertility values  for

bobwhite - 75 percent to 90 percent of eggs set.

    (D)  Live 18-day embryos.  Normal values for bobwhite - 97  to

99 percent of viable embryos.

    (E)  Hatchabili ty.  Normal values for bobwhite - 50 percent

to 90 percent of viable embryos (fertile eggs).

    (F)  14-day-old survivors.  Normal values for  bobwhite -  75

percent to 90 percent of eggs hatched.

    (G)  Eggshell thickness.  Normal average values  for  bobwhite

- 0.19 mm to 0.24 mm.
                                12

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                                                           EG-lb
                                                    August,  1982
    (xii)  Definitive test criteria.   (A)  A  test  is  unacceptable

if bobwhite chick productivity in control groups does  not  average

twelve 14-day old survivors per pen over a ten  week period.

    (B)  A test is unacceptable if the  average  eggshell  thickness

in control groups is less than 0.19 mm.

    (C)  A test is unacceptable if more  than  10% of the  adult

control birds die during the test.

    (5)   [Reserved]

    (6)  Analytical measurements — (i)   Statistical analysis.

Experimental groups should be individually compared to the

control group by analysis of variance.   Other accepted

statistical methods may be used as long  as they are documented.

In particular, regression analysis is  highly  desirable if  the

data and number of dose levels allow the use  of this  technique.

Sample units are the individual pens within each treatment level

or control.  Analysis should include:

    (A)  Body weight of adults.

    (B)  Food consumption of adults.

    (C)  Percentage of hens laying eggs.  This  should  always  be

determined when pens contain a single pair; if  feasible,  it

should be determined when pens contain  groups.

    (D)  Number of eggs laid per pen.

    (E)  Percentage of cracked eggs.


                                13

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                                                           EG-16
                                                    August,  1982
    (F)  Percent viable embryos of eggs set.

    (G)  Percent live 18-day embryos of viable embryos.

    (H)  Percent hatching of viable embryos.

    (I)  Percentage of hatchlings that are  normal.

    (J)  Percent 14-day-old survivors of normal hatchlings.

    (K)  Number of 14-day-old survivors per hen.

    (L)  Body weights of 14-day-old survivors.

    (M)  Eggshell thickness.

    (ii)  Test substance concentrations.  (A)  Samples of  treated

diets  should be analyzed to confirm proper dietary concentrations

of the test substance.  If samples cannot be analyzed

immediately, they should be stored appropriately  (e.g., frozen at

a temperature of -15°C or lower) until analysis can be

performed.   Analyses should be conducted on all test substance

concentrations at the beginning of the test period and again  10

to 12 weeks later.  If not otherwise available, data should be

generated to indicate whether or not the test substance degrades

or volatilizes.  If the test substance is known or found to be

volatile or labile to the extent that 25 percent  or more loss

occurs within one week, then test substance diets should be

prepared (freshly or from frozen concentrate) at  a frequency  that

will prevent more than 25 percent% loss of test substance.
                                14

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                                                           EG-16
                                                   August,  1982
    (B)  The assay method used to determine actual concentrations

should be reported according to paragraph (e)(l)(vi) of  this

section.

    (iii)  Analysis of Basal Diet.  A nutrient analysis  of  the

basal diet should be included with the test report.  For

commercially prepared basal diets, the list of ingredients

supplied by the manufacturer is normally sufficient if it is

detailed.  The composition of any vitamin or other supplements

should also be reported.

    (d)  Test conditions — (1)  Test species — (i)  Selection.

(A)  Bobwhite, Colinus virginianus (L.), is the test species.

Test birds should be pen-reared.  They may be reared in  the

laboratory or purchased from commercial breeders.  Rearing stock

and/or test birds should be obtained only from sources that have

met the requirements for "U.S. Pullorum-Typhoid Clean"

classification.  Birds should be obtained only from sources whose

colonies have known breeding histories.  If possible, a  history

of rearing practices for test birds should be obtained and made

available upon request.  This history should include lighting

practices daring rearing, disease record, drug and any other

medication administered, and exact age.  Test birds should be

phenotypically indistinguishable (except for size) from  wild

stock.  Conscientious breeders of such birds will periodically


                                15

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                                                           EG-16
                                                   August,  1982
outbreed their flocks with genetically wild stock in order to

maintain a genetic composition that approximates the

heterogeneity of naturally occurring birds.

    (B)  All control and experimental birds used in a  test should

be from the same source and strain.  If shipped, all birds should

be examined following shipment for possible physical injury  that

may have occurred in transit.  All birds should have a health

observation period of at least two weeks prior  to selection  for

treatment.  Birds should be in apparent good health.   Deformed,

abnormal, sick, or injured birds should not be  used.   A

population of birds should not be used if more  than 3  percent of

either sex die during the health observation period.   Birds

should not have been selected in any way for resistance to toxic

substances.  Birds should not have been used in a previous test,

either in a control or treatment group.  Offspring of  birds  used

in a treatment group in a previous test should  not be  used,  but

offspring of birds used as a control in a previous test are

acceptable.

    (C)  Test birds should be approaching their first  breeding

season and should be at least seven months old.  All test birds

should be the same age within one month.  The age of test birds

should be reported.
                                16

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                                                           BG-16
                                                   August,  1982
    (D)  Bobwhite should be acclimated to test facilities and

untreated basal diet for at least two weeks.  Acclimation may  be

in the actual pens used in the test or in identical pens.  The

acclimation period may coincide with the health observation

period.  Birds should be randomly assigned to treatment and

control pens.  However, when birds in a pen are incompatible,

they may be rearranged within a control or treatment group at  any

time prior to initiating treatment.

    (E)  During holding, acclimation, and testing, birds should

be shielded from excessive noise, activity, or other disturb-

ance.   Birds should be handled only as much as is necessary to

conform to test procedures.

    (ii)  Eiiet—(A)  Adult birds .  (^L_)  A standard commercial

game bird breeder ration, or its nutritional equivalent, should

be used for diet preparation.  This ration or basal diet should

be used for both control and treatment birds and should be

constant throughout the duration of the study.  Antibiotics or

other medication should not be used in the diet or water of

breeding birds.  It may not be possible to obtain food  that is

completely free of pesticides, heavy metals, and other  con-

taminants.  However, diets should be analyzed periodically for

these substances and should be selected to be as free from

contaminants as possible.  A nutrient analysis (quantitative list


                                17

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                                                           EG-16
                                                   August,  1982
of ingredients) of the diet should be included with the test

report.

    (2)  The test substance should be mixed  into  the diet  in  a

manner that will ensure even distribution of the  test substance

throughout the diet.  If possible, the test  substance should  be

added to the diet without the use of a carrier or diluent.  If a

diluent is needed, the preferred diluent is  distilled water;  but

water should not be used for test substances known to hydrolyze

readily.  When a test substance is not water soluble, it may  be

dissolved in a reagent grade evaporative diluent  (e.g., acetone,

methylene chloride) and then mixed with the  test  diet.  The

solvent should be completely evaporated prior to  feeding.  Other

acceptable diluents may be used, if necessary, and include table

grade corn oil, propylene glycol, and gum arabic  (acacia).  If a

diluent is used, it should comprise no more  than  2 percent by

weight of the treated diet, and an equivalent amount of diluent

should be added to control diets.

    (3)  Diets may be mixed by commercial or mechanical food

mixers .  Other means are acceptable as long  as they result in

even distribution of the test substance throughout the diet.

Screening of the basal diet before mixing is suggested to  remove

large particles.  For many test substances,  it is recommended

that diets be mixed under a hood.  Frequently, the test substance


                                18

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                                                           EG-16
                                                   August,  1982
is added to an aliquot of the basal diet to form a premix

concentrate.  The premix concentrate should be stored  so as  to

maintain the chemical concentration.  For final preparation  of

test diets, the premix is mixed with additional basal  diet to

form the proper concentrations.  The frequency with which final

treated diets are prepared will depend upon the stability and

other characteristics of the test substance.  Unless otherwise

specified in the test rule or determined by degradation or

volatility studies, it is recommended that final diets be

prepared weekly, either fresh or from a concentrate.   For

volatile or labile test substances, test diets should  be mixed

frequently enough so that the concentrations are not reduced from

initial concentrations by more than 25 percent.  Analysis of

diets for test substance concentration is required as  specified

in paragraph (c)(6)(ii).

    (_£)  Clean water should be available ad libitum.   Water

bottles or automatic watering devices are recommended.   If  water

pans or bowls are used, water should be changed daily  or more

often.

    (B)  Young birds .  Young birds produced during the test

should  be fed a commercial game bird starter ration, or its

nutritional equivalent.  No test substance should be added to the

diets of young birds.  No antibiotics or medication may be used

in the  diet.  Bacitracin, or one of its forms, may be  added  to


                                19

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                                                           BG-16
                                                   August,  1982
the drinking water of young birds, if necessary.

    (2)  Facilities .  (i)  Bobwhite should be housed  in  breeding

pens or cages of adequate size conforming to good husbandry

practices.  Space requirements for bobwhite have not  been well

defined, but it is recommended that there be at least 5000 square

centimeters (approximately 2.7 square feet) of floor  space per

bird.   Documentation that reproductive parameters and health of

birds  are not adversely affected should be provided for  cages

much smaller than this area.  The preferred construction

materials are stainless steel, galvanized sheeting, and  wire

mesh.   For enclosed cages, floors and external walls  may be wire

mesh;  ceilings and common walls should be solid sheeting.  Wire

mesh for floors should be fine enough so as to not interfere with

normal movement of bobwhite.  Open-topped pens may be constructed

of the same materials for the side walls with open tops  and wire

mesh or concrete floors.  Concrete floors should be covered witn

litter such as straw, wood shavings, or sawdust.  Other

construction materials, except wood, are acceptable if they can

be kept clean.  Wood may be used as vertical framing  posts for

the support of wire mesh or for horizontal framing along the top

of the pen.  Wood should not be used for floors or lower sides of

pens unless it has been coated with a non-adsorbent material such

as perfluorocarbon plastic (e.g., Teflon), or unless  the wood is


                                20

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                                                          EG-16
                                                   August,  1982
replaced between tests.

    (ii)  Pens should be disassembled (if feasible) and should be

cleaned thoroughly between tests.  Steam cleaning of enclosed

cages is recommended.  Enclosed cages may be brushed thoroughly,

as an alternative method.  For open-topped pens, the sides and

vertical supports should be thoroughly brushed.  Any used floor

litter should be discarded.  The floor composition will dictate

methods used to clean the floor.  If litter is used on  the floor,

it should be fresh and clean when birds are placed in the pen.

The use of detergents or bleach is acceptable, but other chemical

disinfectants (such as quaternary ammonium compounds) should not

be used.  Vfhen necessary to control disease vectors, hot or cold

sterilization techniques are recommended, as long as such

techniques will not leave chemical residues on the cages.  For

cold sterilization, ethylene oxide is recommended.

    (iii)  Pens should be kept indoors in order to better control

lighting, temperature, humidity, and other factors.  Outdoor pens

may be used only during the normal breeding season.  The

photoperiod should be carefully controlled, preferably  by

automatic timers.  A 15-30 minute transition period is

desirable.  The photoperiod regime is described under test

procedures under paragraph (c)(4)(v).  Lights should emit a

spectrum simulating that of daylight.  The use of shorter wave-


                                21

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                                                           EG-16
                                                   August,  1982
length "cool-white" fluorescent lights that do not emit the

daylight spectrum should be avoided.  Illumination intensity

should be about 6 foot-candles at the level of the birds.

    (iv)  Temperature and humidity should be controlled during

the study.  Recommended levels are 21°C and 55 percent relative

humidity.  Temperature should be recorded at least weekly at  the

same time of day and should be reported.  For tests conducted

without temperature control, temperature minimums and maximums

should be recorded daily.  Continuous temperature monitoring  is

desirable.  Temperature recordings should be made at a level  of

2.5-4 cm above the floor of the cage.  Recording of approximate

humidity levels is also desirable.  Good ventilation should be

maintained.  Suggested ventilation rates are 4 changes per hour

in winter and 15 changes per hour in summer.

    (v)  If facilities are being used for the first time, it  may

be desirable to allow birds to breed in the facility prior to

testing in order to ensure that controls will have acceptable

productivity according to the requirements given in paragraphs

(c)(4)(xi) and (xii).

    (3)   [Reserved]

    (e)  Reporting.  (1)  The test report should include the

following information:

    (i)  Name of test, sponsor, test laboratory and location,


                                22

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                                                           EG-16
                                                    August,  1982
principal investigator(s), and actual dates  of  beginning  and  end

of test.

    (ii)  Name of species tested  (including  scientific  name),  age

of birds (in  months) at the beginning of the test,  source  of

birds, and body weights  for adult birds  throughout  tne  test.

    (iii)  Description of housing conditions, including  type,

size, and material of pen, temperature,  humidity, photoperiod and

lighting intensity, and  any changes during the  test.

    (iv)  Detailed description of the basal  diet, including

source, composition, diluents (if used), and supplements  (if

used).  A nutrient analysis of the  basal diet should be  included.

    (v)  Detailed description of  the test substance  including  its

chemical name(s), source, lot number, composition (identity of

major ingredients and impurities),  and known physical and

chemical properties pertinent to  the test (e.g., solubility,

volatility,, degradation  rate, etc.).

    (vi)  The number of  concentrations used, nominal  and  measured

concentrations of test substance  in each level, assay method  used

to determine actual concentrations, storage  conditions  and

stability of treated diets, number  of birds  per pen  and  number  of

replicate pens per concentration  and for controls.

    (vii)  Acclimation procedures and methods of assigning  birds

to test peris, including  method of randomization, and  any


                                23

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                                                          EG-16
                                                   August, 1982
rearrangement due to incompatibility.

    (viii)  Frequency, duration, and methods of observation.

    ( ix)  Description of any signs of intoxication, including

time of onset, duration, severity (including death), and numbers

affected, including accidental deaths or injuries.

    (x)  Food consumption per pen and any observations of

repellancy or food palatability.

    (xi)  Method of marking all birds and eggs.

    (xii)  Details of autopsies.

    (xiii)  Egg and hatching data in summary and by pen per week

in sufficient detail to allow an independent statistical

analysis.  Data should be presented for all of the parameters

listed in paragraph (c)(6)(i).  The number of eggs set should

also be reported.

    (xiv)  Egg storage, incubation, and hatching temperatures,

relative humidities, and turning frequencies.

    (xv)  Observations of health and weights of young at 14 days

of age.

    (xvi)  Location of all raw data storage.

    (xvii)  Methods of statistical analysis and interpretation of

results .

    (xviii)  Anything unusual about the test, any deviation from

these  procedures, and any other relevant information.


                                24

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                                                           EG-16
                                                   August,  1982
    (2)  In addition,  the following information should be

available apon request:

    (i)  A general description of the support facilities.

    (ii)  A description of the Quality Control/Quality Assurance

program, including the Average Quality Level for the program

element performing the test, procedures used, and documentations

that these levels have been achieved.

    (iii)  The names, qualifications, and experience of personnel

working in the program element performing the test, including  the

study director, principal investigator, quality assurance

officer, as well as other personnel  involved in the study.

    (iv)  Standard operating procedures for all phases of the

test and equipment involved in the test.

    (v)  Sources of all supplies and equipment involved in  the

test.

    (vi)  Diagram of the test layout.

    (vii)  Originals or exact copies of all raw data generated in

performing the test.

    (viii)  A detailed description,  with references, of all

statistical methods.
                                25

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                                  ES-13
                                  August, 1982
        TECHNICAL SUPPORT DOCUMENT

                    FOR

        BOBWHITE REPRODUCTION TEST
        OFFICE OF TOXIC SUBSTANCES
OFFICE OF PESTICIDES  AND  TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C. 20460

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                      TABLE OF  CONTENTS

       Subject                                           Page
I.      Purpose                                            1
II.     Scientific Aspects                                 1
       General                                            1
       Issues                                             5
       Test Procedures                                    7
       Test Substance Concentrations                      7
       Controls                                           7
       Test Groups and Number of Animals                  7
       Duration of Test                                   3
       Preparation for Reproduction                       9
       Observations and Measurements                      11
       Adult Birds                                        11
       Chicks                                             11
       Eggshell Thickness                                 12
       Typical Observed Values                            13
       Egg Collection, Storage and Incubation             14
       Required Analysis                                  15
       Statistical                                        15
       Test Substance Concentration                       16
       Basal Diet                                         17
       Acceptability Criteria                             17
       Test Conditions                                    19
       Test Species                                       19
       Selection                                          19
       Maintenance of Test Species                        22
       Acclimation                                        22
       Diet                                               22
       Facilities                                         23
       Environmental Conditions                           25
       Temperature (See Section II.C.3)                   25

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       Subject                                           Page
       Humidity (See Section II.C.3)                      25
       Reporting                                          25
III.    Economic Aspects                                   26
IV.     References                                         27
                                11

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Office of Toxic Substances                              ES-13
                                                 August,  1982
    TEST SUPPORT DOCUMENT FOR BOBWHITE REPRODUCTION TEST

I.  Purpose
    The purpose of this document  is  to provide  the
scientific background and rationale  used  in the development
of Test Guideline EG-16 which uses Bobwhite to  evaluate the
effect of chemical substances on  reproduction.  The Document
provides an account of the scientific evidence  and an
explanation of the logic used in  the selection  of the  test
methodology, procedures and conditions prescribed in the
Test Guideline.  Technical issues and practical
considerations are discussed.  In addition, estimates  of  the
cost of conducting the test are provided.
II.  Scientific Aspects
    A.  General
    The earliest investigations of the effects  of chemicals
on reproduction of native birds were in the 1950s (DeWitt
1956, Genelly and Rudd 1956).  Chemicals  were administered
in the diet, but procedures varied.  Laboratory
investigation of reproductive effects of  pesticides
continued at Patuxent Wildlife Research Center, but methods
were not reported well (DeWitt et al. 1962, DeWitt et  al.
1963).   In 1964, a very brief protocol for reproduction
studies was developed at that center (Stickel and Heath
1965).   This protocol outlined the egg parameters to be
studied.  Ratcliffe (1967), in a  classic  paper, correlated
the decline of certain avian populations  with thin eggshells
that apparently had resulted primarily from exposure to DDT
and DDE.  Heath et al. (1969) presented the first clearcut
experimental data showing that DDE caused thin  eggshells  in

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                                                        ES-13
                                                 August,  1982
mallards.  The protocol used by Heath et  al.  (1969),
although not fully detailed, formed  the basis  for  most
future avian toxicological reproduction studies.   In  1968,
USDA developed a guideline for evaluating  reproductive
effects of toxic chemicals to birds  (US EPA  1975).  This
guideline apparently was developed  in conjunction  with
Patuxent personnel as it bears a great similarity  to  methods
used at Patuxent, but was available  prior to  the publication
of Heath et al. (1969).  The Agency  (US EPA  1975)  developed
composite protocols for reproduction tests from the limited
published information and unpublished information,
especially the USDA protocol which was presented as an
exhibit.  No complete, suitable protocol  for bobwhite was
available from the published literature at that time  (US  EPA
1975), although Heath et al. (1972b) and  Heath and Spann
(1973) had published the results of  bobwhite  reproduction
studies.  The Agency's pesticide guidelines were revised  (US
EPA 1978a) but the basic method of the earlier guidelines
for reproduction tests was retained.  There have been very
few bobwhite reproduction tests published even in  recent
years, although a number of tests have been conducted,
classified as confidential, and submitted  to  the Agency to
support pesticide  registration.  ASTM (1979a) has prepared
a draft avian reproduction method.   Although  this  ASTM
protocol is similar to the Office of Pesticides Programs
protocol (US EPA 1978a), it is designed for a variety of
species.  Thus,  the history of avian reproduction  test
methodology is basically a history of Patuxent and EPA
methods. This guideline continues the trend because these
methods appear to be the most appropriate for developing

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                                                        ES-13
                                                 August,  1982
data needed to make regulatory  decisions  and  because  no
other methods have become  accepted widely.
    Even though the basic  method is similar  for  most
investigators, there have  been  a few points  of difference or
controversy.  Yet there are very few data to  address  these
differences and little ongoing  research  that  might resolve
conflicts.  To promote uniformity and comparability of
tests, some recommendations and requirements  are
standardized in this test  guideline.  Where such
recommendations and requirements are controversial and  are
not sufficiently addressed by published  data,  it is hoped
that research will be stimulated to resolve questions.   If
feasible, conditions and procedures that  approximate  natural
conditions have been selected in preference  to other
options.
    The use of avian reproduction tests  in the assessment of
chemical impacts on the environment is based  on  several
factors.  First, birds are an obvious and important
component of the environment. Congress has indicated
repeatedly that birds are  worthy of protection by passing
such laws as the Lacey Act of 1900, Migratory Bird Treaty
Act of 1913, Migratory Bird Conservation  Act  of  1929,
Pittman-Robertson Act of 1937,  Fish and  Wildlife Act  of
1956, Endangered Species Act of 1973, and others.  The
United States also has entered  into treaties  with Great
Britain and Canada (1916), Mexico (1937), Japan  (1974), and
Russia (1976) for the protection of migratory birds.  The
people of the United States also have indicated  a desire to
protect birds through their support of the Audubon Society,
Nature Conservancy, and other environmental groups.

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                                                        ES-13
                                                 August,  1982
Sportsmen's organizations support protection  of  birds,
although their interests often focus heavily  on  game  birds.
    Second, birds have a definite economic  importance.
Federal and State Agencies spend large sums for  the
preservation and propagation of birds.  Hunters  and
birdwatchers also spend substantial sums  in pursuit of  their
pastimes.  Less measurable, but of definite importance,  is
the substantial role of birds in insect control.
    Birds have an important ecological role.   Insectivorous
birds consume huge quantities of insects  and  other
invertebrates, many of which are considered pests.  Small
mammals and other vertebrates or plants are consumed  by
various birds, sometimes to the extent that birds have an
important effect on populations.  In turn, birds are
consumed by birds of prey, mammals, and other  vertebrates.
Excretory products of birds provide nutrients  for plankton
and other microorganisms that in turn are food for larger
organisms. Birds are important in pollination  of some plants
and in dispersal of others.  Because of their  mobility,  the
effects of birds are not restricted to specific  locations.
    Finally, birds are among the more sensitive  terrestrial
vertebrates.  Because of their high metabolic  rate, high
body temperature, and the demands of flight, they require
more energy relative to their size than most other
animals.  The energy requirements lead to greater food
intake and thus to greater toxicant intake when  a toxicant
is in or on their food.  There are abundant data showing
that some birds, particularly raptors, pelicans, and
waterfowl, are very sensitive in their reproductive
responses to toxic chemicals (e.g., Ratcliffe  1967, Anderson

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                                                        ES-13
                                                 August,  1982
and Hickey 1972) and that some species have suffered  from
drastic population reductions apparently  as a  result.   Avian
reproduction is unique, and no surrogate  is adequate  to
predict effects on eggshells, the primary mode  of  impairment
for many chemicals such as DDE  (Heath et  al. 1969).
    Avian reproduction tests are extremely valuable  in
assessing the potential population effects of  exposure  of
birds to toxic chemicals.  The route of  intake  simulates
natural exposure to chemicals on or in the food.   Most
physiological effects can be assessed under laboratory
conditions, although many behavioral effects such  as  nest
desertion are difficult to study in the  laboratory.   A
positive finding of impairment in the laboratory is highly
predictive (qualitatively) in the field when exposure is the
same.  However, negative findings in the  laboratory may not
preclude adverse effects under field conditions.   Thus, some
extrapolation may be made from laboratory to field, but
quantitative extrapolation is risky.
         1.  Issues
    The avian reproduction test guideline and  support
document contain some controversial points.  Data  are
insufficient or absent to support either side  of most
points.  For other points, there may be data supporting each
side.  A number of controversial points have been  selected
as potential research projects.   Issues are merely
identified below and are discussed in the appropriate
sections of this document.
    o     Is productivity from tests run out of normal
          season sufficient to evaluate the potential for
          reproductive impairment?

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                                                    ES-13
                                             August,  1982
o     Should methods involving natural  incubation  of
      eggs be  incorporated  into  tests?
o     Should the current use of  first year  birds only  be
      continued or should proven breeders be  used?
      Would either age produce results  suitable  for
      comparison?
o     What carriers, if any, should  be  used or  allowed
      for incorporation of  the test  substance into the
      diet?
o     Are commercial foods  adequate, or is  there too
      much variation and/or contamination of  commercial
      foods?
o     How often should treated diets be mixed?   Is there
      an advantage in mixing diets with decreasing
      concentrations to simulate natural degradation of
      test substances?
o     What is  the optimum number of  birds to  be  tested
      in order to attain statistically  valid  results and
      still be cost-effective?   Can  tests using pairs
      only of  birds in pens be successfully conducted  by
      a variety of testing  facilities?
o     Can more useful results be obtained by  testing
      enough dose levels to use  linear  regression
      analys is?
o     Should outdoor tests  be allowed?
o     Should medication be  allowed as is needed to treat
      individual sick birds?
o     Are the  typical values for productivity and other
      egg parameters realistic for a wide diversity of
      testing  facilities, or are they really only  valid
      for a few?

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                                                        ES-13
                                                 August,  1982
    B.  Test Procedures
        1.  Test Substance Concentrations
    Test substance concentrations  in  the  diet  will  be
specified in the test rule.  These concentrations will  be
based upon the properties of the  test substance,  the  lethal
and no-effect levels, if known, or the  amount  of  test
substance known or likely to be found in  the environment.
Three concentration levels are specified  because, for many
test substances, three levels will allow  for a dose-response
regression analysis from which a no-  effect level can be
calculated.  (See section 2.1.8 on statistics  for further
discuss ion).
         2.  Controls
    Concurrent controls are required  for  every test to
assure that any observed effects are  a  result  of  ingestion
of the test substance and not of other  factors.   Such other
factors may include environmental factors such as
temperature or lighting, vapors, sensitive or  stressed  test
birds, etc,.  If a diluent is used in  mixing the diet, this
diluent also is used in the untreated diets in the  same
concentration as it occurs in treated diets.   In  effect,
this results in a diluent, but no completely negative,
control.   Diluent choices are based upon  their lack of
toxicity (e.g., water, completely evaporated acetone) and it
is not considered necessary, therefore, to have an
additional negative control when a diluent control  is used.
         3.,  Test groups and numbers  of animals
    A minimum of 12 replicate pens with one cock  and two
hens or 20 replicate pens with one cock and one hen is
required for each test concentration.   The number of

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                                                        ES-13
                                                 August,  1982
replicates is needed to achieve a test with statistical
significance.  There is enough variation  in productivity  of
bobwhite hens that fewer replicates would be  insensitive  to
all but the most severe effects.
    The most recommended arrangement is for use of  group
pens containing two females each.  This is based  upon  the
rather agressive behavior of courting males that  could
result in severe stress to the female, if only one  hen were
present.  In reproduction tests different from this
guideline and other published protocols, Kendall  et al.
(1973) used pairs of bobwhite.  Currently, K. Stromberg
(personal communication) has been working on  reproduction
tests with pairs of bobwhite at Patuxent Wildlife Center
(USDI).  Data from Stromberg's work are still being
analyzed, but it is expected that methods for keeping
bobwhite pairs successfully will result from  that
research.  The alternative arrangement of 20 bobwhite pairs
per level is suggested to accommodate those test  facilities
that believe they will have success or that wish  to
contribute to the development of methods.  A warning is
included in the guideline so that relatively inexperienced
investigators should not expect unqualified success.  The
additional pens in pair testing will strengthen notably the
statistical analysis of the testo  This alternative  is
included because it is statistically stronger than  the more
familiar method of group testing.
         4.  Duration of Test
    The avian reproduction test lasts approximately  22
weeks.  The initial part of the test is an exposure phase
where birds are receiving treated diet.  Exposure to treated

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diets begins with this phase and  allows  for  the  test
substance to act upon the reproductive mechanisms  of  the
body, and also for birds to accumulate residues  of
lipophilic and other test substances.  The development of
reproductive capacity actually begins months before egg
laying starts (Kirkpatrick 1959).  Therefore,  exposure
to the test chemical should be well  in advance of  egg
laying, if the test is to investigate reproductive effects
in general.
    The second phase, following lengthening  of the
photoperiod, directly brings the  birds into  readiness  for
egg laying.  The duration of this phase  is dependent  upon
the response of the test birds.
    The third phase is the egg-laying portion  of  the  test.
This is to be a minimum of eight  weeks.  The duration  of
this phase is based upon two main factors.   First, it  is
important to determine if egg laying is  within normal  levels
or if it declines, or otherwise varies,  over a period  of
time.  This yields information on speed  of action and  has a
role in using the test for assessment purposes.   Second, the
eight week period is needed to provide sufficient data for a
strong statistical analysis.
    A withdrawal period is optional  when impairment has been
detected.   This period may provide data  on recovery of
reproductive capacity that could  be  useful for assessment
purposes.
         5.  Preparation for reproduction (photoperiod)
    Because photoperiod is critical  to reproduction,  it
should be controlled in indoor tests.  Under natural
conditions, photoperiod is lengthening gradually  just  prior

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to the reproductive season.  The earlier bobwhite
reproduction tests were conducted outdoors  (Stickel and
Heath 1965, Heath et al. 1972b, Heath and Spann  1973), and
therefore, used natural photoperiod.  More  recently,
bobwhite tests involving reproduction have  been  conducted
indoors (Fergin and Schafer 1977, Kendall et al. 1978) and
egg laying has been induced by increasing photoperiod to 16
or 17 hours of light per day.  The ASTM  (1979a)  and US EPA
(1978a) protocols both recommended seven hours of light in
the first phase and 16-17 hours light in the second phase.
Without giving supporting data, both of these protocols
stated that the regime is for maximum egg production, and
both specify at least an option of gradually increasing the
length after egg laying has started.  The photoperiod in
this guideline is based on the above data and a  lack of any
suggested alternatives.
    The dark period in the photoperiod should not be
interrupted, even briefly, except as absolutely  necessary.
Kirkpatrick (1955) found that even as little as  15 minutes
interruption on a short day/long night regime caused an
increase in gonadal development, and all birds exposed to a
60 minute interruption became fully active sexually.  It is
highly probable, on the basis of Kirkpa trick's (1955, 1959)
data, that it is the length of the dark period rather than
the light period that controls reproductive preparation.
    Kirkpatrick (1955) also tested light intensity as a
factor in bobwhite reproduction.  Responses were very
similar at intensities of 0.1 to 100 foot candles on a 17
hour light photo- period.  With shorter days, the 0.1 foot
candle intensity did not achieve the same results as 1,10,
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and 100 foot candles.  These  data support  the  approximate 6
foot candle  intensity suggested  by  ASTM  (1979a)  and  US EPA
(1978a).
         6.  Observations  and Measurements
              a.  Adult Birds
    Observations of  food  consumption,  body  weights,  and
signs of toxicity are required.  Body  weights  are  required
three times during  the  test.   More  frequent body weights
might be informative, but  the  stress of  handling may offset
the collection of data, particularly for laying  hens.   Food
consumption is to be estimated at frequent  intervals.   This
will provide data both  on  test substance ingestion and  on
energy intake for test  birds.  The  latter data will  be
particularly helpful in the  absence of frequent  weighings.
    Clinical signs  of toxicity contribute substantially  to
the analysis of the  data,  in addition  to providing
information on the  mode and  speed of action.   If dose levels
are finely tuned, there should be minimal observed acute
toxicity.  However,  without  adequate preliminary data, one
or more of the test  levels may cause lethal  or notable
sublethal effects.   Such effects may affect  the  results  of
the test without acting on the specific  reproductive
parameters being investigated.  For example, a severely
stressed bird may not be able  to mobilize internal resources
to produce eggs.  Signs of toxicity will give  valuable
information in evaluating  the  results  of the test.
              b.  Ch i cks
    The incubation  period  for  bobwhite eggs  has  been
reported to be 559±  7 hours  (23.3 days)  (Wetherbee and
Wetherbee, as cited  in  ILAR  1977).  Some variation may occur
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                                                August,  1982
as a result of temperature or humidity conditions  (ILAR
1977).  Bobwhite eggs have been  incubated for  24 days
(Fergin and Schafer 1977) or 25  days  (Heath and Spann
1973).  US EPA (1978a) stated that eggs should be  removed
from hatchers on day 24.  The meager  data available suggest
that 24 days is sufficient and this incubation length  has
been selected for this guideline.
    Because the pen is the basic unit for statistical
analysis, it is necessary that the eggs and hatchlings be
identified as to pen of origin.  This  can be done either  by
housing all chicks from one pen  together, or by individually
marking each egg and bird.
    Environmental conditions for young chicks  are  based  upon
historical precedents (Heath et  al. 1972, Hill et  al.  1975)
and other current methods for maintaining young chicks (ASTM
1979b, US EPA 1978b).  Parameters given in these references
include temperature of 35°C with a lower temperature outside
the cage to provide a gradient,  galvanized brooder cages
maintained indoors, and a commercial  game bird starter
ration.  These conditions have been included in this
guideline.
    Observations on chicks are necessary to determine  if and
when toxicity might be expressed in the offspring.  Although
most test substances exert their action prior  to hatching,
some may affect growth, development,  or survival of chicks.
              c .  Eggshell Thickness
    The classic example of reproductive impairment in  birds
is the eggshell thinning effect  of DDE, a metabolite or
degradate of DDT (Tucker and Leitzke  1979).  It is important
to measure eggshell thickness because as little as 11%
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                                                 August,  1982
thinning may have an effect on avian populations  (Tucker  and
Leitzke 1979).  Techniques given  in this guideline  are
widely used (Heath and Spann 1973, ASTM 1979a,  US EPA
1978a), although many papers do not give a  full description
of the process.  It is particularly important  for several
measurements to be made around the girth of bobwhite eggs,
because these eggs may have small calcium deposits  that
could affect results if only one  or two measurements are
taken.
              d .  Typical observed values
    The typical observed values presented in this guideline
have been taken from the Agency's pesticide guidelines  (US
EPA 1975, 1978a).  A number of avian reproduction tests have
been submitted to the Agency for  the purpose of pesticide
registration and have been classified as confidential.  Most
of the tests that have been conducted during the normal
reproductive season have achieved for control  birds the
typical values as presented in the test guideline.  Heath
and Spann (1973) and Fergin and Schafer (1977)  achieved
these values in control birds insofar as could  be determined
from their data.  Heath et al. (1972b) did  not  quite reach
the egg production values in an eight week season for a test
conducted outdoors with three hens and 2 cocks  per  pen.
They did achieve all other normal values except that for
cracked eggs.   Ten week indoor tests according  to this
guideline would likely have egg production  values that
correlated with these normal values.
    The values presented in the guideline have  been
identified as an issue.  It is known that some  testing
facilities routinely
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meet these norms.  However, it is not known if the values
are realistic when many testing facilities are considered.
         7.  Egg Collection, Storage, and Incubation
    Egg storage prior to setting for incubation has been
reported for bobwhite in only a few papers and has ranged
from 16°C and 55% humidity (Heath et al. 1972b) to 19°C and
70° humidity (Kendall et al. 1978).  Stromberg (personal
communication)  stated that he stored eggs at 16° and as high
a humidity as could be obtained from evaporating water; this
was up to 80%,  but at least 50% relative humidity.  He also
stated that turning the eggs daily was important to keep
part of the shell and egg from excessive drying.  US EPA
(1978a) recommends 16°C and 65% relative humidity.  This
guideline specifies 16°C, but only a range of relative
humidity between 55% and 80%, since many testing facilities
do not have the means to control storage humidity and since
this range has  produced good viability.
    No papers were found that reported incubation
temperatures and humidities for bobwhite.  Neither ASTM
(1979a) nor US  EPA (1978a) specify incubation temperatures
although the latter does recommend 39°C and 70% relative
humidity during the hatching phase from day 21 to day 24.
Stromberg (personal communication) stated that 99.75°F
(37.6°C) and 50-70% relative humidity are standard
commercial poultry incubation temperatures and that all
testing facilities with which he is acquainted use
commercial poultry incubators.   Mallards have been incubated
at temperatures of 37.4-37.5°C and relative humidities of
62-80% (Heinz 1976a, Heinz 1976b, Greenwood 1975, Holmes et
al. 1978).  These same parameters have been specified in
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                                                        ES-13
                                                August,  1982
this bobwhite test guideline.
    Candling procedures are a standard practice  for
determining eggshell cracks, fertility, and embryo
survival.  These procedures have been used  in most bobwhite
tests, but timing has been inadequately reported.  US  EPA
(1978a) specifies, for bobwhite, candling on day  0 for
cracks, on day 11 for fertility and on day  18 for embryo
survival.  This timing has been adopted in  this  guideline
because it will permit comparisons of test  data  with
existing studies in Agency files.  At least one  major  avian
testing laboratory protocol uses the same timing.
    US EPA (1978a) recommended moving eggs  to a  separate
hatcher or incubator for hatching, but gave no reasons.
None of the available published papers mentioned  this
procedure.  However, Stromberg (personal communication)
stated that this procedure is highly recommended  as a  means
to minimize disease vectors.  This procedure has been
recommended in the guideline.
    This test guideline does not consider the effects  on
incubation behavior, nest desertion, and care of young.
Techniques for investigating the effects of chemicals  on
these behaviors are in their infancy and, at present,  are
prohibitively expensive.  Agency research has been proposed
to investigate methods of incorporating natural  incubation
into future reproduction guidelines at a reasonable cost.
         8,.  Required Analyses
              a.  Statistical
    The statistical analysis of avian reproduction studies
typically has been analysis of variance (Heath and Spann
1973, Heinz 1976a, US EPA 1978a, ASTM 1979a) using the
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                                                        ES-13
                                                 August,  1982
parameters set forth in this guideline.   Angular
transformations have been used  to  a  lesser  extent  (Heath et
al. 1972b).  Regression analysis is  a powerful  tool  that may
be used if there are data at sufficient  dose  levels  to
obtain a dose-response curve.   Regression analysis has  been
recommended, as an option by ASTM  (1979a),  and  methods
directed toward regression analysis  are  being developed
(Stromberg, personal communication).  It is the opinion of
the author of this test guideline  that regression  analysis
is a more useful tool than currently typical  methods  because
it yields a dose response curve and  this  curve  can be used
for extrapolation.  Analysis of variance provides  only
significance at a particular level and does not lend  itself
to extrapolation on a reliable  basis.  At the present time,
methods and background work have not been developed  for a
test oriented primarily towards a  dose-response curve.   More
dose levels would be needed, possibly with  fewer animals  per
level.  This subject may be included in  the Agency's
research projects.  In the meantime, this guideline uses
methods appropriate to analysis of variance.
              b.  Test Substance Concentrations
    Samples of treated diets will  be analyzed to determine
the actual levels to be used in the  test.   Analysis will
help to detect mathematical errors in calculating
concentrations, technicians' errors  in mixing diets, and
manufacturers' errors in determining the amount of active
ingredient in a test substance  (Heinz, personal
communication).  All test substance  concentrations will be
analyzed so that, even with only three test concentrations,
a dose-response curve (if obtained)  would be  based on
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                                                        ES-13
                                                 August,  1982
measured concentrations, rather than on normal  levels.   A
second analysis about midway  through the  test will
corroborate initial levels.
              c.  Basal Diet
    Most testing facilities use diets prepared  by commercial
feed companies.  Some facilities may have a commercial
company prepare a diet to order.  Normally, such diets  are
supplied with a quantitative  list of ingredients, and such  a
list should be supplied with  the test report.   If there are
supplements added to the diet, a list of  all supplemental
ingredients also should be submitted.  Analysis of
ingredients in the basal diet is important because there are
a number of potential test substances, such as  certain
metals, that may interact with components of the diet and
possibly affect the results of a test.  A nutrient analysis
will allow for a better evaluation of such results.   In
addition, it is possible that dietary deficiencies or
imbalance of ratios of nutrients also could affect the
results.  Even though commercial companies normally supply  a
nutritionally adequate diet,  it is important to know the
components because no rigid requirements  exist  for the  type
and constitution of the diet used.
         9.  Acceptability Criteria
    Test acceptability is dependent upon  following mandatory
requirements and having acceptable control productivity and
survival.  When control values do not reach the typical
observed values, as given in section (h)(ll) of the test
guideline, it is very likely  that there are problems with
some aspect of the test.  Since reproductive parameters of
treated birds are compared with controls, it is essential
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                                                        ES-13
                                                 August,  1982
that values for control birds are normal as determined  from
similar reproduction studies.
    Rather  than requiring  every parameter  to  achieve  normal
values, it  was decided that acceptability  of  a  test should
be based on the final parameter of  14-day  old survivors  per
control hen as one criterion.  For  bobwhite,  the requirement
of 12 survivors per hen over  a ten  week period  was selected
because data in the Agency's  pesticide files  show that
acceptable  tests have reached and usually  surpassed this
level.  Heath and Spann (1973) passed these levels in test
birds over  eight weeks, and had comparable control
productivity of 7.5 survivors per hen in four weeks.  Heath
et al. (1972b) reported 11.5  control survivors  per hen  in
eight weeks.
    Eggshell thickness of  control birds is also a criterion
of test acceptability because thin  eggshells  among control
birds are usually a sign of inadequate diet,  which in turn
could affect other aspects of the test.  Heath  et al.
(1972b) reported bobwhite  shell thickness  of  control groups
as .207 mm.  Heath and Spann  (1973) reported  control values
as ranging  from .22 to .25 mm.  McGinn is et al. (1976)
reported average bobwhite  values of .226 and  .236 mm
( ranges-. 196-. 267 and .185-.274, respectively)  in a non-test
investigation.  It might be unrealistic to expect all eggs
to meet the designated thickness of .19 mm, but if average
thickness is less, then a  problem probably exists.
    A well  conducted test  with adult birds should not result
in any but an occasional mortality  in control groups, even
though the  test is relatively long.  This  is  especially  true
since this guideline provides for rearrangement of
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                                                        ES-13
                                                August,  1982
incompatible birds during the acclimation period.
Therefore, control mortality in excess of 10%  indicates
problems with some aspect of the test.
    C.  Test Conditions
         1.  Test Species
              a.  Selection
    The bobwhite, Colinus virginianus  (L),  is  the species  to
be tested.  The choice of bobwhite is based on several
factors.  Although no single species would  satisfy all
criteria for species selection, the bobwhite has a number  of
favorable attributes.  The bobwhite has a widespread
distribution throughout much of the United  States, and it  is
an important part of the avifauna of the southern U.S.   It
occurs in a variety of terrestrial habitats and is likely  to
be exposed to toxic substances that occur in such
habitats.  As an ecologically relevant species, the bobwhite
represents its own species as well as serving  as an
indicator for other species.
    The bobwhite has not been used extensively in
reproduction tests that have been published.   In general,
waterfowl are considered to be more susceptible to
reproductive impairment than gallinaceous birds.  However,
DeWitt (1962) found bobwhite to be 50 times more sensitive
than mallards to reproductive impairment from  toxaphene.
Similarly, gallinaceous birds have exhibited reproductive
impairment from PCBs, but mallards have not (Stickel
1975).  Other confidential data in the Agency's pesticide
files have confirmed that bobwhite are sensitive to some
chemicals although not as frequently as are waterfowl.  When
reproductive tests are conducted on both gallinaceous birds
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                                                        ES-13
                                                 August,  1982
and waterfowl, this combination of species will  often
indicate  impairment that might not be  found  if only  one
species were tested.
    The bobwhite  is also amenable to testing  in  the
laboratory.  Bobwhite can be bred in captivity and are
readily available from commercial sources so  that  testing  of
this species will not deplete wild stocks.  There  is
sufficient  information on the nutritional, habitat,  and
behavioral  characteristics of natural  populations  of
bobwhite  in order to meet the basic nutritional  and  physical
requirements of the species in the laboratory.
    A major advantage of reproduction  testing with bobwhite
instead of  other galliforras is that bobwhite  is  typically
one of two  species used in short-term  toxicity tests with
birds.  There is an advantage in using the same  species  in
reproductive tests that also can be used  in short-term test
or field tests.  Bobwhite have been used  for short-term
laboratory  test and actual or simulated field tests  from the
beginnings  of ecological effects testing  CDeWitt et  al.
1962) to the present (US EPA
1980b). Thus, the choice of bobwhite as a test species
facilitates comparisons of the results from different kinds
of tests.
    In addition, bobwhite are generally considered to have a
positive economic value.  Although the Agency is charged
with the protection of all species in  the environment, the
choice of an economically valuable species for testing is
appropriate to the cost-benefit or risk-benefit  analyses
upon which  Agency decisions frequently are based.
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                                                        ES-13
                                                 August,  1982
    If a test is to simulate  toxicity  to  naturally  occurring
populations of bobwhite,  then it  is  important to  use  birds
that are phenotypically indistinguishable from wild birds.
Since many chemicals act  upon specific  enzymes and  enzymes
are based on the genetic  code, the use  of birds
genotypically similar  to  wild birds  would be  desirable.
However, the determination of  phenotype is  a  simple
observational process, whereas genotypic  determination is
impractical, if possible  at all.  In addition,  wild birds
have a degree of heterogeneity that  would not be  typical of
any given genotype.
    The necessity for  using healthy  birds is  obvious  since
the test is designed to determine toxicity  to typical
populations.  It is admitted  that not  all birds occurring  in
natural populations are healthy, but the  majority of
survivors in natural environments are  healthy.  The health
of birds is also important in reducing  the  number of
variables that limit comparisons between  tests.   There are
several checks in this test guideline  that  help to  insure
that healthy birds are used.   The use  of  previously untested
birds not selected for resistance and being from  disease
free flocks provides a basically healthy  stock.   Visual
observations select out abnormal or  unhealthy birds from
that stock.  A final check on health is based on  the  birds
ability to survive two weeks  immediately  preceding
exposure.  The 3% maximum mortality  during  this period
allows for an occasional  death that  may occur during
acclimation at the time when  unfamiliar birds in  a  pen are
becoming adapted to each  other.
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                                                        ES-13
                                                 August,  1982
    The choice of first year birds was made in this
guideline primarily because it facilitates comparisons  with
existing data and data that may be generated according  to
the US EPA (1978a) protocol for bobwhite.  It also ensures
that birds will be the same age; whereas if no age were
specified, birds  in the same test could  be various ages.
Use of first year birds also reduces the cost of birds  and
ensures that test birds will not have been used  in previous
reproduction tests.
         2.  Maintenance of Test Species
              a.  Acclimation
    An acclimation period  is necessary for birds to become
familiar with the test environment.  Ideally, birds will be
maintained in test cages for several months, but this  is
impractical for testing facilities that purchase adult
birds.  It is also sometimes necessary to alter  the
composition of birds in a pen because of excessive
aggression or other incompatibilities. The acclimation
period allows time for rearranging incompatible  birds.
              b.  Diet
    There are few data on  the detailed nutritional
requirements for bobwhite.  This subject is being
investigated under a current contract and is a proposed
research need.  At the present time, a commercial game  bird
breeder ration is recommended.  All known testing facilities
in this country use a commercial ration or a similar but
specially prepared ration made by a commercial company.
There are no known data to support an alternative diet  for
bobwhite.  Changes may be made in the future when additional
data become available.  The recommendation of a commercial
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                                                        ES-13
                                                August,  1982
game bird starter ration is made for the same reasons.
    Samples of treated diets will be analyzed to determine
the actual test concentrations used in the test.  See
section 2.2.8 for details
         3.  Facilities
    Very few bobwhite reproduction tests have been  reported
in the literature, although a number have been submitted to
the Agency and classified as confidential.  As a result, it
is difficult to define optimal conditions and most
conditions have been recommended, rather than required.
Heath et al. (1972b) and Heath and Spann (1973) used outdoor
pens with wire mesh floors for their bobwhite reproduction
studies.  Heath and Spann (1973) specified the size of cages
as 3 X 6 feet; they housed 6 hens and 3 cocks in each pen.
Heath et al. (1972b) may or may not have used the same pens;
they housed 3 hens and 2 cocks in each pen.  Kendall et al.
(1978) used pairs of bobwhite housed in quail battery
breeding pens (size unspecified) indoors, apparently at
24°C.  They also used .6 x 1.5m (2x5 ft) pens, housing 5
hens and 5 cocks, in a poultry house.  Illumination
intensity, temperature, and humidity were not reported by
Heath et al. (1972) and Heath and Spann (1973).  Presumably,
these were not controlled since pens were outdoors.
    US EPA (1978a, 1980b) and ASTM (1979a) have both
developed protocols for avian reproduction tests.
Rationales for selecting particular conditions were not
spelled out in either protocol.  Reasons were apparently
based on experience with reproduction tests that have been
submitted to the Agency for pesticide registration and that
have been classified as confidential.  These three protocols
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                                                August,  1982
have specified size only as being "adequate".  All three
protocols recommend 21°C, 55% relative humidity, and
adequate ventilation.  The same conditions have been
recommended in this guideline, since these protocols are  the
most widely used and data developed from this guideline will
be comparable with data gathered using all three protocols.
    Galvanized metal is the recommended construction
material.  This material has been widely used in toxicity
tests (Heath et al. 1972a, Hill et al. 1975) and has been
recommended in ASTM (1979a) and EPA (1978a) protocols  for
reproduction tests.  The ASTM (1979a) protocol suggests
stainless steel or perfluorocarbon plastics (e.g., Teflon)
as alternatives.  As a relatively non-adsorbent material,
perf luorocarbon plastics may be used to coat wood or other
materials that might be contaminated by chemicals if used
uncoated.  Because of the tendency of wood to sorb
chemicals, uncoated wood may not be used where it is likely
to become contaminated and come in contact with birds  in
subsequent tests.
    Pens should be cleaned and sanitized between tests.
Brushing and/or steam cleaning appear to be the most
appropriate since they do not involve the use of chemicals
that could affect subsequent tests.  Detergents and bleach
have been used by Denver Wildlife Research Center (Tucker,
personal communication) and Patuxent Wildlife Research
Center (Heinz, personal communication).  The use of chemical
disinfectants, such as quaternary ammonium compounds, should
be avoided because of possibility that these compounds can
leave toxic residues.  However,  the widely used cold
sterilization method with ethylene oxide is acceptable, if
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                                                 August,  1982
needed for disease control.  Pens should not be  cleaned
during a test in order to minimize disturbance  to  the  test
birds.
         4.  Environmental Conditions
              a.  Temperature   (See Section II.C.3)
              b.  Humidity   (See Section II.C.3)
    D.  Reporting
    The information that is  required  to be reported  in
section II.B.S.b is essential to a proper evaluation of  the
test results.  These required items are needed  (1) to
establish that the test was  conducted according  to
specifications, (2) to evaluate those conditions and
procedures that could affect the results of the  test,  and
(3) to supply the Agency with sufficient information to
conduct and independent analysis of statistics and
conclusions.  The location of the raw data storage will
allow the Agency to find additional information  that may
have been left out of the report or that may be  needed for
enforcement purposes.  The location is necessary because
some chemical companies request the testing facility to  keep
these data,  while other companies keep their own.  This
information is needed in a detailed manner because this
avian reproduction guideline contains few rigid
requirements.  Even when minimums or maximums are specified,
it is important to know how much the test may have exceeded
specifications, such as; if  test birds were observed more
frequently than required, if the number of test
concentrations exceeded the  three levels required, etc.
    The information required in section II.B.S.b on Test
Substance Concentration to be available, but not included  in
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the test report, may be needed if there are serious concerns
about the results or validity of the  test.  This  information
will not normally be needed and therefore is not  required
routinely.
III.  Economic Aspects
    Three laboratories were surveyed  to estimate  costs  for
performing the test outlined in this  guideline.   The
individual laboratories gave prices of $17,000, $10,780, and
$38,000.  The "best estimate" based upon the survey was
$21,927.  A cost estimate also was made by separating  the
protocol into components and estimating the cost  of each
component, including direct labor cost, overhead  cost,  other
direct cost, general and administrative cost, and fee.  The
best estimated final cost, based upon this calculation
method,  was $20,562, with an estimated range of $10,281 to
$30,844 based on _+_ 50% of the best estimate.  The calculated
estimate is similar to the best estimate based on the
survey.   Marked differences in prices  obtained from the
different laboratories may have resulted from a number  of
factors, such as nature of the chemical, overhead rates,
outside  consultants, automation, marketing strategies,  and
other factors as outlined in a cost analysis report by
Enviro Control (1980).  The cost estimates were made
assuming that the requirements of the Good Laboratory
Practice Standards, as specified in section (d) of the
Bobwhite reproduction guideline, are  being satisfied.
    In a cost analysis of subpart E pesticides guidelines,
laboratories were surveyed in 1978 and in 1980 to determine
the cost of testing (US EPA 1980a).   The cited costs did not
differentiate between species, however, the unit  cost for an
avian reproduction test was $24,000 in 1978 and $28,000 in
1980.
                                26

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                                                       ES-13
                                                August, 1982
IV.   References
     Anderson DW, Hickey JJ.   1972.  Eggshell changes in
     certain North American birds,   pp. 514-540 in
     Proceedings  of the XV International Ornithological
     Congress.   Voous KH, ed.  E.J.  Brill, Leiden, 745 op.
     1972.

     ASTM 1979a.   American Society  for Testing and
     Materials.   Standard practice  for conducting
     reproduction studies with birds.   Draft No. 1. 20 pp.
     ASTM 1979b.   American Society for Testing and
     Materials.   Standard practice for conducting LC
     with birds.   Draft No.  1.  13 pp.
50
   tes ts
     DeWitt JB.   1956.   Chronic toxicity to quail and
     pheasants of  some  chlorinated insecticides.   J.  Ag.
     Food Chem.  4(10):   863-866.

     DeWitt JB,  Crabtree DG,  Finley RB,  George JL.  1962.
     Effects on wildlife.  pp.  4-10 (+Tables)  in USDI,
     Effects of  Pesticides  on Fish and Wildlife:   A Review
     of  Investigations  during 1960.  Bureau Sport Fish and
     Wildl.   Circ.  No.  143.   52 pp.

     DeWitt JB,  Stickel WH,  Springer PF.  1963.   Wildlife
     studies,  Patuxent  Wildlife Research Center,  pp.  74-96
     in  USDI,  Pesticide - Wildlife studies:  A Review of
     Fish and  Wildlife  Service  Investigations  during  1961
     and 1962.  Fish and Wildlife Serv.  Circ.  No. 167. 109
     pp.

     Enviro Control, Inc.  1980.   Cost analysis  methodology
     and protocol  estimates:  ecotoxicity standards.
     Rockville,  MD:   Enviro Control, Inc., Borriston
     Laboratories,  Inc.

     Fergin T J,  Schafer EC.  1977.  Toxicity of dieldrin to
     bobwhite  quail  in  relation to sex and reproductive
     status.  Arch.  Envir.  Contain. Toxic. 6:213-219.

     Genelly RE,  Rudd RL. 1956.  Effects of DDT,  Toxaphene,
     and dieldrin  on pheasant reproduction.  Auk 73:  529-
     539.
                               27

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                                                   ES-13
                                            August,  1982
Greenwood RJ.  1975. Reproduction and development of
four mallard lines.  Prairie Natur. 7(1): 9-16.

Heath RG, Spann JW. 1973.  Reproduction and related
residues in birds fed Mirex. pp. 421-435  in Pesticides
and the Environment:  A continuing controversy.
Symposia Specialists, North Miami. 1973.

Heath RG, Spann JW, Kreitzer JF, Vance C. 1972b.
Effects of polychlorinated biphenyls on birds, pp. 475-
485 in Proceedings of the XV International
Ornithological Congress.  Voous KH, ed.   E.J.  Brill,
Leiden, 745 pp. 1972.

Heinz GH. 1976a.  Me thy liner car y:  second  year  feeding
effects on mallard reproduction and duckling
behavior.  J. Wildl. Manage. 40(1): 82-90.

Heinz GH. 1976b.  Behavior of mallard ducklings  from
parents fed 3 ppm DDE.  Bull. Env. Contam. Toxic.
16(6) : 640-645.

Hill EF, Heath RG, Spann JW, Williams LD. 1975.  Lethal
dietary toxicities of environmental pollutants to
birds. U.S. Fish Wildl. Serv.,  Spec. Sci. Rept.  Wildl.
No. 191.  61 pp.

Holmes WN, Cavanaugh KP, Cronshaw J. 1978.  The  effects
of ingested petroleum on oviposition and  some  aspects
of reproduction in experimental colonies  of mallard
ducks (Anas platyrhynchos).  J. Reprod. Fertil.
54(2) :3l3^T48.

ILAR. 1977.  Institute of Laboratory Animal
Resources.  Laboratory Animal Management:  Wild  Birds.
Nat. Acad. Sci., Washington. 116 pp.

Kendall RJ, Noblet R, Senn LH,  Holman JR.  1978.
Toxicological studies with Mirex in bobwhite quail.
Poult. Sci. 57: 1539-1545.

Kirkpatrick CM.  1955.  Factors in photoperiodism of
bobwhite quail.  Physiol. Zool. 28:255-264.

Kirkpatrick CM. 1959.  Interrupted dark period:  tests
for refractoriness in bobwhite quail hens.  pp.  751-758
in Withrow RB (ed).  Photoperiodism.  Am. Assoc. Advan.
Sci. Publ. No. 55, Washington,  D.C.
                           28

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                                                   ES-13
                                            August,  1982
McGinnis CH, Jr, Wallace LD,  Burkhart  DM.  1976.
Bobwhite quail eggs:  some measurements  and  a  method
for estimating the weight of  egg contents.   Bull.
Environ. Contain. & Toxicol. 15( 4 ): 497-503.

Ratcliffe DA. 1967.  Decrease  in eggshell  weight  in
certain birds of prey.  Nature 215:  208-210.

Stickel LF, Heath RG . 1965.   Wildlife  s tudies-Patuxent
Wildlife Research Center, pp.  3-30  in  USDI.   Effects  of
pesticides on fish and wildlife.   Fish and Wildl.  Serv.
Circ. No. 226. 77 pp.

Stickel WH. 1975.  Some effects of  pollutants  in
terrestrial ecosystems,  pp.  25-74  in  Mclntyre  AD,
Mills CF. ( eds ) . Ecological Toxicology Research.
Plenum Publishing Co. , New York.

Tucker RK, Leitzke JS. 1979.   Comparative  toxicology  of
insecticides for vertebrate wildlife and fish.
Pharmac.  Ther. 6: 167-220.

U.S. Environmental Protection  Agency.  1975.   Protocol
for determining lethal dietary concentration of
chemical to birds. Federal Register, 40 CFR  162.82
(appendix): 26915.  June 25,  1975.

U.S. Environmental Protection  Agency.  1978a.   Avian
reproduction.  Federal Register, 40  CFR 163.71-4:
29729-29730. July 10, 1978.
U.S. Environmental Protection Agency.   1978b.  Avian
dietary LC50.  Federal
29728.   July 10, 1978.
dietary LC50.  Federal Register, 40 CFR  163.71-2:29727
          l
U.S. Environmental Protection Agency.   1979.   Toxic
substances control.  Discussion of premanuf acture
testing policy and technical issues;  request  for
comment.  Federal Register  44:16240-16292.   March 16,
1979.

U.S. Environmental Protection Agency.   1980a.   Cost
analysis: Guidelines for registering  pesticides in the
United States, Subpart E.  Draft.  May  1980.
                           29

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                                                  ES-13
                                           August,  1982
U.S. Environmental Protection Agency.  1980b.
Guidelines for registering pesticides in the United
States.  Subpart E.  Hazard Evaluation: Wildlife and
Aquatic Organisms.  Draft.  November 3, 1980.

Personal Communications:

Gary Heinz (11/16/79)
Patuxent Wildlife Research Center
Laurel, MD.

Richard K. Tucker (11/8/79)
EPA, Office of Toxic Substances
Washington, D.C.

K.L. Stromberg (2/4/80)
Patuxent Wildlife Research Center
Laurel, MD.
                           30

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                                  EG-17
                                  August, 1982
        MALLARD  REPRODUCTION TEST
        OFFICE OF TOXIC  SUBSTANCES
OFFICE OF PESTICIDES  AND TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C.  20460

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Office of Toxic Substances                                 EE-17
Guideline for Testing Chemicals                     August,  1982
                    MALLARD REPRODUCTION  TEST



    (a)  Purpose.  This guideline  is  designed  to  develop  data on

the reproductive effects on the mallard of  chemical  substances

and mixtures subject to chronic environmental  effects  test

regulations under the Toxic Substances Control Act  (TSCA)  (Pub.L.

94-469, 90 Stat. 2003 15 U.S.C. 2601  et.  seq.).   The Agency will

use these and other data to assess  the reproductive  effects on

birds  that these chemicals may present in the  environment.

    (b)  Def initions.   (1)  The definitions  in section 3  of the

Toxic  Substances Control Act  (TSCA) and Part 792—Good Laboratory

Practice Standards apply here.  In  addition, the  following

definitions apply generally to this guideline:

    (i)  "Acclimation"  Physiological  and  behavioral  adaptation  to

environmental conditions (e.g., housing and  diet) associated with

the test procedure.

    (ii)  "Test substance" The specific form of a chemical or

mixture of chemicals that  is  used  to  develop the  data.

    (iii)  "Photoperiod" The  light  and dark  periods  in a  24 hour

day. This is usually expressed in a form  such  as  17  hours  light/

7 hours dark or 17L/7D.

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                                                           EG-17
                                                    August,  1982
    (iv)  "Basal diet" The untreated form of  the  diet, such  as

the diet obtained from a commercial source.

    (2)  The definitions in this section refer specifically  to

the production and quality of eggs and  the subsequent  development

of these eggs up to the point where young are 14  days  old.

    (i)  "Eggs laid"  This term refers  to the total  egg

production during the test, which normally includes  ten  weeks of

laying.  Values are expressed as numbers of eggs  per pen per

season  (or tes t).

    (ii)  "Eggs cracked"  Eggs determined to  have cracked shells

when inspected with a candling lamp.  Fine cracks  cannot be

detected without using a candling lamp  and if undetected will

bias data by adversely affecting embryo development.   Values are

expressed as a percentage of eggs laid  by all hens during the

test.

    (iii)  "Eggs set"  All eggs placed  under  incubation, i.e.,

total  eggs minus cracked eggs and those selected  for analysis of

eggshell thickness.  The number of eggs set,  itself, is  an

artificial number, but it is essential  for the statistical

analysis of other development parameters.

    (iv)  "Viable embryos (fertility)"  Eggs  in which

fertilization has occurred and embryonic development has begun.

This is determined by candling the eggs 14 days after  incubation

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                                                           EG-17
                                                    August,  1982
has begun.  It is difficult to distinguish between  the  absence  of

fertilization and early embryonic death.  The  distinction can be

made by breaking out eggs that appear  infertile  and  examining

further.  This distinction is especially  important  when a test

compound induces early embryo mortality.  Values are  expressed  as

a percentage of eggs set.

    (v)  "Live 21-day embryos"  Embryos that are developing

normally after 21 days of incubation.  This is determined by

candling the eggs.  Values are expressed  as a  percentage  of

viable embryos (fertile eggs).

    (vi)  "Hatchabili ty"  Embryos that mature, pip  the  shell, and

liberate themselves from their eggs on day 25, 26, or 27  of

incubation.  Values are expressed as a percentage of  viable

embryos (fertile eggs).

    (vii)   "14-day old survivors"  Birds  that  survive for two

weeks  following hatch.  Values are expressed both as  a  percentage

of hatched eggs and as the number per pen per  season  (test).

    (viii)  "Eggshell thickness"  The thickness  of the  shell  and

the membrane of the egg at several points around the  girth after

the egg has been opened, washed out, and  the shell and  membrane

dried  for at least 48 hours at room temperature.  Values  are

expressed  as the average thickness of the several measured points

in millimeters.

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                                                           EG-17
                                                    August,  1982
    (c)  Test Procedures—-(1)  Summary of test.   (i)   After  birds

have been obtained they should be observed for  health  and

acclimated for at least two weeks.

    (ii)  Test birds should be randomly assigned  to  control  and

various treatment groups.

    (iii)  The test substance should be thoroughly and  evenly

mixed into the diet at concentrations specified in the  test

rule.  All treatment levels should be analyzed  for test substance

concentrations at the beginning and midway through the  test.

    ( iv)  Birds should be weighed at the beginning of  the  test,

at 14-day intervals until the onset of laying,  and at  termination

of the test.

    (v)  Photoperiod should be carefully controlled  on  a short-

day basis during the initial exposure phase, then increased  to

16-17 hours to induce egg laying.

    (vi)  Birds should be observed regularly for  abnormal

behavior or mortality throughout the test.

    (vii)  Eggs should be removed daily and stored until there  is

a sufficient quantity for incubation.  All eggs should  be  candled

for cracks and cracked eggs removed.  Once every  two weeks,  all

eggs produced that day should be analyzed for eggshell

thickness.  Incubated eggs should be candled on day  14  and day

21.  Hatching should be completed by day 27.

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                                                          EG-17
                                                   August, 1982
    (viii)  Hatchlings should be maintained pens until they are

14 days old.  Abnormal behavior or death should be reported.

Ducklings should be weighed on day 14.

    ( ix)   A statistical analysis should be performed, preferably

by analysis of variance or regression analysis.

    (x)  The report should include all conditions, procedures,

and results.  Data should be sufficiently detailed for an

independent statistical analysis.

    (xi)   All treated birds should be sacrificed and disposed of

properly.  Control birds may be kept as breeding stock, but

should not be used in any other tests.  Control offspring may be

reared and used in another test as adults.

    (2)   [Reserved]

    (3)   [Reserved]

    (4)  Definitive test—(i)  Test subs tance.  (A)  The

concentrations of test substance in the diet will be specified in

the test rule.  Generally, three treatment groups and a control

group  will be used.  The higher two treatment levels will be

multiples (often 5x, lOx, or 20x) of the lowest treatment

level.  The highest treatment levels usually will be below lethal

levels, unless predicted exposure levels are high enough to

approximate lethal levels.

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                                                           EG-17
                                                    August,  1982
    (B)  The material to be tested should be  analytically pure

and the degree of purity should  be reported  along  with the

percentage of each impurity at levels specified  in the test

rule.  If specifically required  by a  test rule  for a particular

substance or mixture, the technical grade should be tested.   The

test rule will specify the degree of  purity  or  a range of

compositions of the technical grade material.

    (ii)  Controls .  A concurrent control is  required during

every test.  The control birds should be from the  same hatch as

the test groups.  Control and test birds should  be kept under the

same experimental conditions.  The test procedures should be the

same for control and treated birds, except  that  no test substance

should be added to the diets of  control birds.   If a carrier is

used in preparation of the test  diets, the  same  carrier should be

added to the diets of control birds in the  highest concentration

used for test diets.  The use of shared controls is acceptable

for concurrent tests as long as  the same carrier is used for all

the tes ts.

    (iii)  Test groups and numbers of birds.  (A)   Either one of

two designs may be used for numbers of animals  and pens.  For one

design, each of the three treatment groups  and  the control group

should consist of a minimum of 8 replicate  pens, with each pen

containing one male and three females.  For the  alternative

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                                                           BG-17
                                                    August,  1982
design, each group should consist of  12 replicate pens  containing

one male and one female per pen; the  use  of  20  replicate  pens  in

the control group may yield a test with greater statistical

power.  Either design is acceptable as long  as  productivity

reaches the definitive values given in paragraph  (c)(4)(xii) of

this section.  Testing facilities using an experimental design

with which they are not familiar are  advised  to experiment first

without test substances in order to determine the feasibility  of

obtaining acceptable productivity levels.

    (B)  All control and treatment birds  should be  randomly

distributed to pens from the same population.

    (iv)  Duration of test.  (A)  The test consists of  three

phases following acclimation to test  facilities.  The  initial

phase begins; with exposure of treatment groups  to diet  containing

the test substance and is typically six to eight week  long.

After the initial phase, the photoperiod  is  manipulated according

to paragraph (c)(4)(v) of this section to bring the hens  into

laying condition.  This second phase  ends with  the  onset  of egg-

laying and is typically two to four weeks long.  The final phase

begins with the onset of laying and lasts for at least  eight

weeks, preferably ten weeks.  A withdrawal study period may be

added to the test phase if reduced reproduction is  observed.   The

withdrawal period, if used, need not  exceed  three weeks.

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                                                           EG-17
                                                   August,  1982
    (B)  Exposure of adult birds to the test substance should be

continuous throughout the test.  Unless otherwise specified  in

the test rule, test birds should be exposed to the test substance

for at least ten weeks prior to the onset of egg laying.

    (v)  Preparation for reproduction (photoperiod).   (A)

Lighting regimes (photoperiod) are critical to successful

reproduction.  Various photoperiod regimes have been demonstrated

to give acceptable results.  Any photoperiod regime that  results

in productivity that meets the definitive values given in

paragraph (c) (4)(xii) of this section is acceptable as long  as

birds  are exposed to treated diets a minimum of ten weeks prior

to the onset of laying.  Regardless of the method selected,

lighting should be controlled carefully.  It is important during

the initial phase to not interrupt the dark period unless

absolutely necessary.

    (B)  A suggested photoperiod regime would consist  of

maintaining birds under a photoperiod of seven or eight hours of

light during the initial phase.  At the end of the initial phase,

the photoperiod may be increased to 16-17 hours of light per

day.  The photoperiod may be maintained at this level  for the

remainder of the study, although an increase each week of 15

minutes per day is acceptable.

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                                                           EG-17
                                                    August,  1982
    (vi)  Observations of record on adult birds.   (A)   Body

weights should be recorded for each adult bird  at  the  beginning

of the treatment period, at 14-day intervals  until  the  onset  of

egg laying, and at termination of treatment.  Birds  may be

weighed during egg production phase of the study only  if  they are

not unduly stressed by the procedure.  Food  consumption should be

measured and recorded by pen at least as often  as body  weights

are measured prior to the onset of laying and at least  bi-weekly

throughout the rest of the study.

    (B)  Observations on adult birds should  be  made  at  least  once

a day.  Any mortality or other signs of  toxicity should be

described and recorded by date or day of test.  Gross

pathological examinations should be conducted on all birds  that

die during the test period, and for all  survivors  at the end  of

the test.  Analysis for test substance residues of  two  or more

tissues (e.g.., muscle, fat) is encouraged, but  not  required

(unless specified in the Test Rule).

    (vii)  Egg collection, storage, and  incubation.  All eggs

should be collected daily, marked according  to  the  pen  from which

collected, and should be stored at 16°C  and  55-80 percent

relative humidity.  Storage in plastic bags  may improve

uniformity of hatching.  Stored eggs should  be  turned  daily.   At

weekly or bi-weekly intervals, eggs should be removed  from

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                                                           EG-17
                                                   August,  1982
storage and be candled to detect eggshell cracks.   Except  for

eggs with cracked shells and those eggs removed for eggshell

thickness measurements all eggs should be set after candling for

incubation in a commercial incubator.  If incubators are not

equipped to automatically turn eggs, they should be turned daily

by hand.  During the  incubation period, eggs should be  maintained

at 37.5°C and approximately 70 percent relative humidity.  Eggs

should be candled again on day 14 of incubation to  determine

fertility and early death of embryos.  A final candling should be

done on day 21 to measure embryo survival.  On day  23,  eggs

should be removed to a separate incubator or hatcher.   Hatching

will normally be complete by the end of day 27.

    (viii)  Duckling maintenance.  By day 27 of incubation, the

hatched mallard ducklings should be removed from the hatcher or

incubator.   Ducklings should be either housed according to the

appropriate parental pen group or individually marked  (such as by

leg bands) as to parental group and housed together.   Ducklings

should be maintained  in commercial brooder pens or  pens of

similar construction.  Pens should be constructed of galvanized

metal or stainless steel.  Temperature in the pens  should  be

controlled, preferably by a thermostatic control device.   A

temperature gradient  in the pen from approximately  35°C to

approximately 22°C will allow young birds to seek a proper


                                10

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                                                           EG-17
                                                    August,  1982
temperature.  Temperature requirements  for  young  birds  typically

decline over this range from birth  through  the  first  several

weeks of life.  Ducklings should be provided  a  standard

commercial duck starter ration, or  its  nutritional  equivalent.

No test substance may be added to the diets of  ducklings.

Ducklings should be maintained until  they are 14  days  old.

    (ix)  Observations of record on ducklings.  The hatchability,

percentage of normal hatchlings, percentage of  14-day  old

survivors, and number of 14-day old survivors per hen  should  be

recorded and reported.  Ducklings should be observed  daily  from

hatching until they are 14 days old.  Mortality,  signs  of

toxicity, and other clinical abnormalities  should be  recorded at

least cumulatively through day 5 and  recorded by  age  from days  5

through 14.  Average body weights should be recorded  for

ducklings at day 14.

    (x)  Eggshell thickness.  Once  every two  weeks  all eggs  newly

laid that day should be removed and measured  for  eggshell

thickness.  Eggs should be opened at  the girth  (the widest

portion), the contents washed out (or used or saved for  egg

residue analysis), and the shells air dried for at  least 48

hours.   The thickness of the shell  plus the dried membrane should

be measured at a minimum of 3 points  around the girth  using  a

micrometer calibrated at least to 0.01  mm units.


                                11

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                                                           EG-17
                                                   August,  1982
    (xi)  Typical observed values.  The values reported here

represent those observed from a few testing facilities under

their conditions.  These values are not necessarily

representative of those from all facilities, however,  if  a

reproduction test does not meet or at least approach these values

for control birds, then there is likely to be a problem with  test

procedures or conditions that should be investigated and

corrected.  Typical values include:

    (A)  Eggs laid.  Normal values for mallards - 28 to 38 eggs

per hen per season.

    (B)  Eggs cracked.  Normal values for mallards - 0.6  percent

to 6 percent of eggs laid.

    (C)  Viable embryos (fertility).  Normal fertility values  for

mallards - 85 percent to 98 percent of eggs set.

    (D)  Live 21-day embryos.  Normal values for mallards - 97  to

99 percent of viable embryos.

    (E)  Hatchability.  Normal values for mallards - 50 percent

to 90 percent of viable embryos (fertile eggs).

    (F)  14-day-old survivors.  Normal values for mallards -  94

percent to 99 percent of eggs hatched.

    (G)  Eggshell thickness.  Normal average values for mallards

- 0.34 mm to 0.39 mm.
                                12

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                                                           EG-17
                                                    August,  1982
    (xii)  Definitive test criteria.   (A)   A  test  is  unacceptable

if mallard duckling productivity  in  control groups  does  not

average fourteen 14-day old survivors  per hen  over  a  ten week

period.

    (B)  A test is unacceptable  if the average  eggshell  thickness

in control groups is less than 0.34  mm.

    (C)  A test is unacceptable  if more than  10% of  the  adult

control birds die during the test.

    (5)   [Reserved]

    ( 6 )  Analytical measurements — (1)   Statistical  analysis.

(i)  Experimental groups should  be individually compared to the

control group by analysis of variance.   Other  accepted

statistical methods may be used  as long as  they are documented

and described.  In particular, regression analysis  is  highly

desirable if the data and number  of  dose levels allow  the  use of

this technique.  Sample units are the  individual pens  within  each

treatment level or control.  Analysis  should  include:

    (A)  Body weights of adults.

    (B)  Food consumption of adults.

    (C)  Percentage of hens laying eggs.  This  should  always  be

determined when pens contain a single  pair; if  feasible,  it

should be determined when pens contain groups.

    (D)  Number of eggs laid per  pen.


                                13

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                                                           BG-17
                                                   August,  1982
    (E)  Percentage of cracked eggs.

    (F)  Percent viable embryos of eggs set.

    (G)  Percent live 21-day embryos of viable embryos.

    (H)  Percent hatching of viable-embryos.

    (I)  Percentage of hatchlings that are normal.

    (J)  Percent 14-day-old survivors of normal hatchlings.

    (K)  Number of 14-day-old survivors per hen.

    (L)  Body weights of 14-day-old survivors.

    (M)  Eggshell thickness.

    (ii)  Analysis for Test Substance Concentrations.   (A)

Samples of treated diets should be analyzed to confirm  proper

dietary concentrations of the test substance.  If samples  cannot

be analyzed immediately, they should be stored appropriately

(e.g., frozen at a tempererature of -15°C or  lower) until

analysis can be performed.  Analyses should be conducted on all

test substance concentrations at the beginning of the test period

and again 10 to 12 weeks later.  If not otherwise available, data

should be generated to indicate whether or not the  test substance

degrades or volatilizes.  If the test substance is  known or found

to be volatile or labile to the extent that 25 percent  or  more

loss occurs within one week, then test substance diets  should be

prepared (freshly or from frozen concentrate) at a  frequency that

will prevent more than 25 percent loss of test substance.
                                14

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                                                           EG-17
                                                    August,  1982
    (B)  The assay method used to determine  actual  concentrations

should be reported according  to paragraph  (e)(l)(vi)  of  this

section.

    (C)  Analysis of basal diet.  A nutrient analysis  of  the

basal diet should be included in the  test  report.   For

commercially prepared basal diets, the  list  of  ingredients

supplied by the manufacturer  is normally sufficient,  if  it  is

detailed. The composition of  any vitamin or  other supplements

should also be reported.

    ( d )  Test conditions — (1)  Test species   ( i )  Selection.

(A)  The mallard, Anas platyrhynchos  L., is  the  test  species.

Test birds should be pen-reared.  They  may be  reared  in  the

laboratory or purchased from  commercial breeders.   Rearing  stock

and/or test birds should be obtained  only  from sources that have

met the requirements for "U.S. Pullorum-Typhoid  Clean"

classification.  Birds should be obtained  only from sources whose

colonies have known breeding  histories.  If  possible,  a  history

of rearing practices for test birds should be  obtained and  made

available upon request.  This history should  include  lighting

practices during rearing, disease record, drug and  any other

medication administered, and  exact age.  Test  birds should  be

phenotypically indistinguishable (except for size)  from  wild

stock.  Conscientious breeders of such  birds will periodically


                                15

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                                                           EG-17
                                                   August,  1982
outbreed their flocks with genetically wild stock in order  to

maintain a genetic composition that approximates the

heterogeneity of naturally occurring birds.

    (B)  All control and experimental birds used in a  test  should

be from the same source and strain.  If shipped, all birds  should

be examined following shipment for possible physical injury that

may have occurred in transit.  All birds should have a health

observation period of at least two weeks prior  to selection for

treatment. Birds should be in apparent good health.  Deformed,

abnormal, sick, or injured birds should not be  used.   A

population of birds should not be used if more  than 3  percent of

either sex die during the health observation period.   Birds

should not have been selected in any way for resistance  to  toxic

substances.  Birds should not have been used in a previous  test,

either in a control or treatment group.  Offspring of  birds  used

in a treatment group in a previous test should  not be  used,  but

offspring of birds used as a control in a previous test  are

acceptable.

    (C)  Test birds should be approaching their first  breeding

season and should be at least seven months old.  All test birds

should be the same age within one month.  The age of test birds

should be reported.
                                16

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                                                           BG-17
                                                   August,  1982
    (D)  Mallards should be acclimated to test facilities and

untreated basal diet for at least two weeks.  Acclimation may  be

in the actual pens used in the test or in identical pens.  The

acclimation period may coincide with the health observation

period.  Birds should be randomly assigned to treatment and

control pens.  However, when birds in a pen are incompatible,

they may be rearranged within a control or treatment group at  any

time prior to initiating treatment.

    (E)  During holding, acclimation, and testing, birds should

be shielded from excessive noise, activity, or other

disturbance.  Birds should be handled only as much as is

necessary to conform to test procedures.

    (ii)  Diet—(A)  Adult birds.  (JJ  A standard commercial

duck breeder ration, or its nutritional equivalent, should be

used for diet preparation. This ration or basal diet should be

used for both control and treatment birds and should be constant

throughout the duration of the study.  Antibiotics or other

medication should not be used in the diet or water of breeding

birds.  It may not be possible to obtain food that is completely

free of pesticides, heavy metals, and other contaminants.

However, diets should be analyzed periodically for these

substances and should be selected to be as free from contaminants

as possible.  A nutrient analysis (quantitative list of


                                17

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                                                           EG-17
                                                   August,  1982
ingredients) of the diet should be included with the  test  report.

    (_2_)  The test substance should be mixed into the  diet  in  a

manner that will ensure even distribution of the test substance

throughout the diet.  If possible, the test substance should  be

added to the diet without the use of a carrier or diluent.  If a

diluent is needed, the preferred diluent  is distilled water;  but

water should not be used for test substances known  to hydrolyze

readily.  When a test substance is not water soluble; it may  be

dissolved in a reagent grade evaporative  diluent (e.g., acetone,

methylene chloride) and then mixed with the test diet.  The

solvent should be completely evaporated prior to feeding.  Other

acceptable diluents may be used, if necessary, and  include table

grade corn oil, propylene glycol, and gum arabic (acacia).  If a

diluent is used, it should comprise no more than 2% by weight of

the treated diet, and an equivalent amount of diluent should  be

added to control diets.

    (_3_)  Diets may be mixed by commercial or mechanical food

mixers.  Other means are acceptable as long as they result in

even distribution of the test substance throughout  the diet.

Screening of the basal diet before mixing is suggested to  remove

large particles.  For many test substances, it is recommended

that diets be mixed under a hood.  Frequently, the  test substance

is added to an aliquot of the basal diet  to form a  premix


                                18

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                                                           EG-17
                                                    August,  1982
concentrate.  The premix concentrate should be stored  so  as  to

maintain the chemical concentration.   For  final  preparation  of

test diets, the premix is mixed with additional  basal  diet to

form the proper concentrations.  The frequency with  which final

treated diets are prepared will depend upon the  stability and

other characteristics of the  test substance.  Unless otherwise

specified in the test rule or determined by degradation or

volatility studies,  it is recommended  that final  diets  be

prepared weekly, either fresh or from  a concentrate.   For

volatile or labile test substances, test diets should  be  mixed

frequently enough so that the concentrations are  not reduced  from

initial concentrations by more than 25 percent.   Analysis of

diets for test substance concentrations is required  as specified

in paragraph (c)(6)(ii).

    (_4_)  Clean water should be available ad_ libitum.   Water

bottles or automatic watering devices  are  recommended.  If water

pans or bowls are used, water should be changed  daily  or  more

of ten.

    (B)  Young birds .  Young birds produced during the  test

should  be fed a commercial duck starter ration,  or its

nutritional equivalent.  No test substance should be added to the

diets of young birds.  No antibiotics or medication should be

used in the diet.


                                19

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                                                           E3G-17
                                                    August,  1982
    (2)  Facilities.  (i)  Mallards should be housed  in  breeding

pens or cages of adequate size conforming to good  husbandry

practices.  Space requirements for mallards have not  been  well

defined, but it is  recommended that there be at  least 10,000

square centimeters  (approximately 5.4 square feet) of  floor space

per bird.  Documentation that reproductive parameters  and  health

of birds are not adversely affected should be provided for cages

much smaller than this area.  The preferred construction

materials are stainless steel, galvanized sheeting, and  wire

mesh.  For enclosed cages, floors and external walls  may be wire

mesh; ceilings and  common walls should be solid sheeting.  Open-

topped pens may be  constructed of the same materials  for the  side

walls with open tops and wire mesh or concrete floors.   Concrete

floors should be covered with litter such as straw, wood

shavings, or sawdust.  Other construction materials,  except wood,

are acceptable if they can be kept clean.  Wood may be used as

vertical framing posts for the support of wire mesh or for

horizontal framing  along the top of the pen.  Wood should  not be

used for floors or  lower sides of pens unless it has  been  coated

with a non-adsorbent material such as perfluorocarbon plastic

(e.g., Teflon) or unless the wood is replaced between tests.

    (ii)  Pens should be disassembled (if feasible) and  should  be

cleaned thoroughly  between tests.  Steam cleaning  of  enclosed


                                20

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                                                          BG-17
                                                   August, 1982
cages is recommended.  Enclosed cages may be brushed thoroughly,

as an alternative method.  For open-topped pens, the sides and

vertical supports should be thoroughly brushed.  Any used floor

litter should be discarded.  The floor composition will dictate

methods used to clean the floor.  If litter is used on the floor,

it should be fresh and clean when birds are placed in the pen.

The use of detergents or bleach is acceptable, but other chemical

disinfectants (such as quaternary ammonium compounds) should not

be used.  When necessary to control disease vectors, hot or cold

sterilization, techniques are recommended, as long as such

techniques will not leave chemical residues on the cages.  For

cold sterilization, ethylene oxide is recommended.

    (iii)  Pens should be kept indoors in order to better control

lighting, temperature, humidity, and other factors.  Outdoor pens

may be used only during the normal breeding season.  The

photoperiod should be carefully controlled, preferably by

automatic tiraers.  A 15-30 minute transition period is

desirable.  The photoperiod regime is described under paragraph

(c)(4)(v).  Lights should emit a spectrum simulating that of

daylight.  The use of shorter wave-length "cool-white"

fluorescent lights that do not emit the daylight spectrum should

be avoided.  Illumination intensity should be  about 6 foot-

candles at the level of the birds.


                                21

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                                                           EG-17
                                                    August,  1982
    (iv)  Temperature and humidity should be controlled  during

the study.  Recommended levels are 21°C and 55 percent  relative

humidity.  Temperature for indoor tests should be recorded  at

least weekly at the same time of day and should  be  reported.   For

tests  conducted without temperature control, temperature  minimums

and maximums should be recorded daily.  Continuous  temperature

monitoring is desirable.  Temperature recording  should  be made at

level  of 2.5-4 cm above the floor of the cage.   Recording of

approximate humidity levels is also desirable.   Good  ventilation

should  be maintained.  Suggested ventilation rates are 4 changes

per hour in winter and 15 changes per hour  in the summer.

    (v)  If facilities are being used for the first time, it may

be desirable to allow birds to breed in the facility  prior  to

testing in order to ensure that controls will have  acceptable

productivity according to the requirements  given in paragraphs

(c)(4)(xi) and (xii)].

    (3)   [Reserved]

    (e)  Reporting.  (1)  The test report should include  the

following information:

    (i)  Name of test, sponsor, test laboratory  and location,

principal investigator(s), and actual dates of beginning  and end

of test.
                                22

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                                                           BG-17
                                                   August,  1982
    (ii)  Name of species tested  (including scientific  name),  age

of birds (in months) at  the beginning of  the  test, source  of

birds, and body weights  for adult birds throughout the  test.

    (iii)  Description of housing conditions,  including  type,

size,  and material of pen, temperature, humidity, photoperiod  and

lighting intensity, and  any changes during  the  test.

    (iv)  Detailed description of the basal diet, including

source, composition, diluents (if used),  and  supplements  (if

used).  A nutrient analysis of the basal  diet should be  included.

    (v)  Detailed description of  the test substance  including  its

chemical name(s), source, lot number, composition (identity  of

major ingredients and impurities), and known  physical  and

chemical properties pertinent to  the test (e.g., solubility,

volatility, degradation  rate, etc.).

    (vi)  The number of  concentrations used,  nominal and  measured

concentrations of test substance  in each  level,  assay  method used

to determine actual concentrations, storage conditions  and

stability of treated diets, number of birds per  pen  and  number of

replicate pens per concentration  and for  controls.

    (vii)  Acclimation procedures and methods  of assigning  birds

to test pens, including  method of randomization, and any

rearrangements due to incompatibility.

    (viii)  Frequency, duration,  and methods  of  observation.


                                23

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                                                           EG-17
                                                   August,  1982
    (ix)  Description of any signs of intoxication, including

time of onset, duration, severity (including death), and  numbers

affected, including accidental deaths or injuries.

    (x)  Food consumption per pen and any observations of

repellency or food palatability.

    (xi)  Method of marking all birds and eggs.

    (xii)  Details of autopsies.

    (xiii)  Egg and hatching data in summary and by pen per week

in sufficient detail to allow an independent statistical

analysis.  Data should be presented for all of the parameters

listed in paragraph (c)(6)(i).  The number of eggs set also

should be reported.

    (xiv)  Egg storage, incubation, and hatching temperatures,

relative humidities, and turning frequencies.

    (xv)  Observations of health and weights of young at  14 days

of age.

    (xvi)  Location of all raw data storage.

    (xvii)  Methods of statistical analysis and interpretation of

results .

    (xviii)  Anything unusual about the test, any deviation from

these procedures, and any other relevant information.

    (2)  In addition, the following information should be

available upon request:


                                24

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                                                          EG-17
                                                   August, 1982
    (i)  A general description of the support facilities.

    (ii)  A description of the Quality Control/Quality Assurance

program, including the Average Quality Level for the program

element performing the test, procedures used, and documentations

that these levels have been achieved.

    (iii)  The names, qualifications, and experience of personnel

working in the program element performing the test, including the

study director, principal investigator, quality assurance

officer, as well as other personnel involved in the study.

    (iv)  Standard operating procedures for all phases of  the

test and equipment involved in the test.

    (v)  Sources of all supplies and equipment involved in  the

test.

    (vi)  Diagram of the test layout.

    (vii)  Originals or exact copies of all raw data generated  in

performing the test.

    (viii)  A detailed description, with references, of all

statistical methods.
                                25

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                                  ES-14
                                  August, 1982
        TECHNICAL SUPPORT DOCUMENT

                    FOR

        MALLARD  REPRODUCTION TEST
        OFFICE OF TOXIC SUBSTANCES
OFFICE OF PESTICIDES  AND  TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C. 20460

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                      TABLE  OF  CONTENTS

        Subject
I.       Purpose
II.      Scientific Aspects
        General
        Issues
        Test Procedures
        Test Substance Concentrations                     7
        Controls                                          7
        Test Groups and Numbers of Animals                8
        Duration of Test                                  9
        Preparation for Reproduction (photoperiod)        10
        Observations and Measurements                     11
        Adult Birds                                       11
        Ducklings                                         12
        Eggshell Thickness                                13
        Typical Observed Values                           13
        Egg Collection, Storage and Incubation            14
        Required Analysis                                 16
        Statistical                                       16
        Test Substance Concentrations                     16
        Basal Diet                                        17
        Acceptability Criteria                            18
        Test Conditions                                   19
        Test Species                                      19
        Selection                                         19
        Maintenance of Test Species                       23
        Acclimation                                       23
        Diet                                              23
        Facilities                                        23
        Environmental Conditions                          25
        Temperature (See Section II.C.3)                  25
        Humidity (See Section I I.e.3)                     25

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        Subject                                          Page
        Reporting                                         25
III.     Economic Aspects                                  26
IV.      References                                        28
                                11

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Office of Toxic Substances                              ES-14
                                                 August,  1982
    TEST SUPPORT DOCUMENT FOR MALLARD REPRODUCTION  TEST

I.  Purpose
    The purpose of this document  is  to provide  the
scientific background and rationale used  in the development
of Test Guideline EG-17 which uses Mallards to  evaluate  the
effect of chemical substances on  reproduction.  The Document
provides an account of the scientific evidence  and  an
explanation of the logic used in  the selection  of the  test
methodology, procedures and conditions prescibed  in the  Test
Guideline.  Technical issues and  practical considerations
are discussed.  In addition, estimates of the cost  of
conducting the test are provided.
II.  Scientific Aspects
    A.  General
    The earliest investigations of the effects  of chemicals
on reproduction of native birds were in the 1950s (DeWitt
1956, Genelly and Rudd 1956).  Chemicals  were administered
in the diet, but procedures varied.  Laboratory
investigations of reproductive effects of pesticides
continued at Patuxent Wildlife Research Center, but methods
were not reported well (DeWitt et al. 1962, DeWitt  et  al.
1963).  In 1964, a very brief protocol for reproduction
studies was developed at that center (Stickel and Heath
1965).  This protocol outlined the egg parameters to be
studied.  Ratcliffe (1967), in a  classic  paper, correlated
the decline of certain avian populations  with thin  eggshells
that apparently had resulted primarily from exposure to  DDT
and DDE.  Heath et al. (1969) presented the first clearcut
experimental data showing that DDE caused thin  eggshells  in
mallards.  The protocol used by Heath et  al. (1969),

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                                                        ES-14
                                                August,  1982
although not fully detailed, formed the basis  for most
future avian toxicological reproduction studies.  In  1968,
USDA developed a guideline for evaluating reproductive
effects of toxic chemicals to birds (US EPA 1975).  This
guideline apparently was developed in conjunction with
Patuxent personnel as it bears a great similarity to  methods
used at Patuxent, but was available prior to the publication
of Heath et al.  (1969).  The Agency (US EPA 1975) developed
composite protocols for reproduction tests from the limited
published information and unpublished information,
especially the USDA protocol which was presented as an
exhibit.  No complete, suitable protocol for bobwhite was
available from the published literature at that time.  More,
but insufficient, literature was available for mallards,
particularly as relates to eggshell thinning (US EPA, 1975)
since Heath et al. (1969, 1972b) and Heath and Spann  (1973)
had published the results of mallard reproduction studies.
The Agency's pesticide guidelines were revised (US EPA
1978a), but the basic method of the earlier guidelines for
reproduction tests was retained.  There have been few
mallard reproduction tests published even in recent years,
although a number of tests have been conducted, classified
as confidential, and submitted to the Agency to support
pesticide  registration.  Those that have been published
have been written by researchers familiar with bird tests
and many details of protocol have not been included in the
reports.  ASTM (1979a) has prepared a draft avian
reproduction method.  Although this ASTM protocol is  similar
to the Office of Pesticide Programs protocol (US EPA  1978a),
it is designed for a variety of species.  Thus, the history

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                                                        ES-14
                                                 August,  1982
of avian reproduction test methodology is basically  a
history of Patuxent and EPA methods. This guideline
continues the trend because these methods appear  to  be  the
most appropriate for developing data needed  to make
regulatory decisions and because no other methods have
become accepted widely.
    Even though the basic method is similar  for most
investigators, there have been a few points  of difference or
controversy.  Yet there are very few data to  address these
differences and little ongoing research that  might resolve
conflicts.  To promote uniformity and comparability  of
tests, some recommendations and requirements  are
standardized  in this test guideline.  Where  such
recommenda.tions and requirements are controversial and  are
not sufficiently addressed by published data,  it  is  hoped
that research will be stimulated to resolve questions.   If
feasible, conditions and procedures that approximate natural
conditions have been selected in preference  to other
options.  Controversial points are addressed  under Issues  in
this support document.
    The use of avian reproduction tests in the assessment of
chemical impacts on the environment is based  on several
factors.  First, birds are an obvious and important
component of the environment. Congress has indicated
repeatedly that birds are worthy of protection by passing
such laws as the Lacey Act of 1900, Migratory Bird Treaty
Act of 1918, Migratory Bird Conservation Act  of 1929,
Pittman-Robertson Act of 1937, Fish and Wildlife  Act of
1956, Endangered Species Act of 1973, and others.  The
United States also has entered into treaties  with Great

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                                                        ES-14
                                                 August,  1982
Britain and Canada (1916), Mexico  (1937), Japan  (1974),  and
Russia (1976) for the protection of migratory birds.   The
people of the United States also have indicated  a desire to
protect birds through their support of the Audubon Society,
Nature Conservancy, and other environmental groups.
Sportsmen's organizations support  protection of  birds,
although their interests often focus heavily on  game  birds.
    Second, birds have a definite  economic importance.
Federal and State Agencies spend large sums for  the
preservation and propagation of birds.  Hunters  and
birdwatchers also spend substantial sums in pursuit of their
pastimes.  Less measurable, but of definite importance,  is
the substantial role of birds in insect control.
    Birds have an important ecological role.  Insectivorous
birds consume huge quantities of insects and other
invertebrates, many of which are considered pests.  Small
mammals and other vertebrates or plants are consumed  by
various birds, sometimes to the extent that birds have an
important effect on populations.   In turn, birds are
consumed by birds of prey, mammals, and other vertebrates.
Excretory products of birds provide nutrients for plankton
and other microorganisms that in turn are food for larger
organisms. Birds are important in  pollination of some plants
and in dispersal of others.  Because of their mobility,  the
effects of birds are not restricted to specific  locations.
    Finally, birds are among the more sensitive  terrestrial
vertebrates.  Because of their high metabolic rate, high
body temperature, and the demands  of flight, they require
more energy relative to their size than most other
animals .   The energy requirements  lead to greater food

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                                                        ES-14
                                                 August,  1982
intake and thus to greater toxicant intake when  a  toxicant
is in or on their food.  There are abundant  data showing
that some birds, particularly raptors, pelicans, and
waterfowl, are very sensitive in  their reproductive
responses to toxic chemicals (e.g., Ratcliffe  1967, Anderson
and Hickey 1972) and that some species have  suffered  from
drastic population reductions apparently as  a  result.   Avian
reproduction is unique, and no surrogate is  adequate  to
predict effects on eggshells, the primary mode of  impairment
for many chemicals such as DDE (Heath et al. 1969).
    Avian reproduction tests are  extremely valuable in
assessing the potential population effects of  exposure  of
birds to toxic chemicals.  The route of intake simulates
natural exposure to chemicals on  or in the food.   Most
physiological effects can be assessed under  laboratory
conditions, although many behavioral effects,  such as nest
desertion, are difficult to study in the laboratory.  A
positive finding of impairment in the laboratory is highly
predictive (qualitatively) in the field when exposure is the
same.  However, negative findings in the laboratory may not
preclude adverse effects under field conditions.   Thus, some
extrapolation may be made from laboratory to field, but
quantitative extrapolation is risky.
     1.  Issues
    The avian reproduction test guideline and  support
document contain some controversial points.  Data  are
insufficient or absent to support either side  of most
points.  For other points, there may be data supporting each
side.  A number of controversial points have been  selected
as potential research projects.    Issues are  merely

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                                                        ES-14
                                                 August,  1982
identified below and are discussed in the  appropriate
sections of this document.
    o    Is productivity from tests run out of  normal  season
         sufficient to evaluate the potential for
         reproductive impairment?
    o    Should methods involving natural  incubation of  eggs
         be incorporated into tests?
    o    Should the current use of first year birds only be
         continued or should proven breeders be  used?  Would
         either age produce results suitable for comparison?
    o    What carriers, if any, should be  used  or  allowed
         for incorporation of the test substance into  the
         diet?
    o    Are commercial foods adequate, or is there too  much
         variation and/or contamination of commercial  foods?
    o    How often should treated diets be mixed?  Is  there
         an advantage in mixing diets with decreasing
         concentrations to simulate natural degradation  of
         test substances?
    o    What is the optimum number of birds to  be tested in
         order to attain statistically valid results and
         still be cost-effective?  Can tests using pairs
         only of birds in pens be successfully conducted  by
         a variety of testing facilities?
    o    Can more useful results be obtained by  testing
         enough dose levels to use linear  regression
         analys is?
    o    Should outdoor tests be allowed?
    o    Should medication be allowed as is needed to  treat
         individual sick birds

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                                                        ES-14
                                                 August,  1982
         Are the typical values  (Section  2.1.6) and  test
         acceptability criteria  (Section  2.1.9) for
         productivity and other  egg parameters realistic  for
         a wide diversity of testing facilities, or  are  they
         really only valid for a few?
        Test Procedures
         1.  Test Substance Concentrations
    Test substance concentrations  in  the diet  will  be
specified in the test rule.  These concentrations will be
based upon the properties of the test substance,  the lethal
and no-effect levels, if known, or the amount  of  test
substance known or likely to be found in the environment.
Three concentration levels are specified because, for many
test substances, three levels will allow for a dose-response
regression analysis from which a no- effect level can be
calculated.  (See section 2.1.8 on statistics  for further
discuss ion) .
         2.  Controls
    Concurrent controls are required for every test to
assure that any observed effects are a result  of  ingestion
of the test substance and not to other factors.   Such other
factors may include environmental factors such as
temperature, lighting, vapors, sensitive or stressed test
birds, etc.  If a diluent is used in mixing the diet, this
diluent also is used in the untreated diets in the  same
concentration as it occurs in treated diets.   In effect,
this results in a diluent, but no completely negative,
control.   Diluent choices are based upon their lack of
toxicity (e.g., water, completely evaporated acetone) and it
is not considered necessary, therefore, to have an

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                                                        ES-14
                                                 August,  1982
additional negative control when a diluent control  is used.
         3.  Test groups and numbers of animals
    A minimum of 8 replicate pens with one drake  and  three
hens or 20 replicate pens with one drake and one  hen  is
required for each test concentration.  The number of
replicates is needed to achieve a test with statistical
significance.  There is enough variation in productivity  of
mallard hens that fewer replicates would be very  insensitive
to all but the most severe effects.
    The recommended arrangement is for use of  group pens
containing three females each.  This is based  upon  the
rather aggressive behavior of courting males that could
result in severe stress to the hen, if only one hen were
present.  In mallard reproduction tests, Heinz  (1976a)
obtained satisfactory reproduction with mallard pairs.  He
attributed his success primarily to having a nest box and
flowing water (Heinz, personal communication).  Heinz has
pushed strongly for the adoption of his method.   Testing of
pairs only is a practice that should lead to statistically
stronger tests and will provide a better indication of
effects on individuals.  However, it is offered only  as an
option in this guideline because it is unknown at this time
if other researchers will be able to achieve good results.
The alternative arrangement of at least 20 mallard pairs per
level is suggested to accommodate those test facilities that
believe they will have success or that wish to contribute to
the development of methods. A warning is included in  the
guideline so that relatively inexperienced investigators
should not expect unqualified success. The additional pens
in pair testing will strengthen notably the statistical

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                                                        ES-14
                                                 August,  1982
analysis of the test.  This alternative  is  included  because
it is statistically stronger  than  the  more  familiar  method
of group testing.
         4 .  Duration of Test
    The avian reproduction  test  lasts  approximately  22
weeks.  The initial part of the  test is  an  exposure  phase
where birds are receiving treated  diet.   Exposure to treated
diets begins with this phase and allows  for the  test
substance  to act upon the reproductive mechanisms of the
body, and  also for birds to accumulate residues  of
lipophilic and other test substances.  The  development of
reproductive capacity actually begins  months  before  egg
laying starts (Wolfson 1964).  Therefore, exposure  to the
test chemical should be well in  advance  of  egg  laying,  if
the test is to investigate  reproductive  effects  in general.
    The second phase, following  lengthening of  the
photoperiod, directly brings the birds into readiness for
egg laying.,  The duration of this  phase  is  dependent upon
the response of the test birds.
    The third phase is the  egg-laying  portion of  the test.
This is to be a minimum of  eight weeks.   The  duration of
this phase is based upon two main  factors.   First, it is
important  to determine if egg laying is  within  normal levels
or if it declines, or otherwise  varies,  over  a  period of
time.  This yields information on  speed  of  action and has a
role in using the test for  assessment purposes.   Second, the
eight week period is needed to provide sufficient data for a
strong statistical analysis.
    A withdrawal period is  optional when impairment  has been
detected.  This period may  provide data  on  recovery  of

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reproductive capacity that could be useful for assessment
purposes.
         5.  Preparation for reproduction (photoperiod)
    Because photoperiod is critical to reproduction,  it
should be controlled in indoor tests.  Under natural
conditions, photoperiod is lengthening gradually just prior
to the reproductive season.  The earlier mallard
reproduction tests were conducted outdoors (Stickel and
Heath 1965, Heath et al. 1969, 1972b, Heath and Spann 1973),
and therefore, used natural photoperiod.  More recently,
mallard reproduction tests submitted for pesticide
registration purposes have been conducted indoors and egg
laying has been induced by increasing photoperiod to  16 or
17 hours of light per day.  The ASTM (1979a) and US EPA
(1978a) both recommended seven hours of light in the first
phase and 16-17 hours light in the second phase.  Without
giving supporting data, both of these protocols stated that
the regime is for maximum egg production, and both specify
at least an option of gradually increasing the length after
egg laying has started.  The photoperiod in this guideline
is based on the above data and a lack of any suggested
alternatives.
    The dark period in the photoperiod should not be
interrupted, even briefly, except as absolutely necessary.
Kirkpatrick (1955) found that even as little as 15 minutes
interruption on a short day/long night regime caused an
increase in gonadal development of bobwhite, and all birds
exposed to a 60 minute interruption became fully active
sexually.  It is highly probable, on the basis of
Kirkpatrick's (1955, 1959) data, that it is the length of
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                                                 August,  1982
the dark period rather than the light period  that  controls
bobwhite reproductive preparation.   It  is  likely  that  this
holds for mallards also, although no definitive data were
found.
    Kirkpatrick (1955) also tested  light  intensity  as  a
factor in avian reproduction.  Responses  of bobwhite were
very similar at intensities of 0.1  to 100  foot candles on  a
17 hour light photoperiod.  With shorter  days, the  0.1 foot
candle intensity did not achieve the same  results  as 1,10,
and 100 foot candles.  These data support  the approximate  6
foot candle intensity for bobwhite  that was suggested  by
ASTM (1979a) and US  EPA (1978a).  In the  absence  of other
data, the same light intensity has  been specified  for
mallards.
         6,.  Observations and Measurements
              a.  Adult Birds
    Observations of food consumption, body weights,  and
signs of toxicity are required.  Body weights are required
three times during the test.  More frequent body weights
might be informative, but the stress of handling may offset
the collection of data, particularly for  laying hens.  Food
consumption is to be estimated at frequent intervals.  This
will provide data both on test substance  ingest ion and on
energy intake for test birds.  The latter data will  be
particularly helpful in the absence of frequent weighings.
    Clinical signs of toxicity contribute substantially to
the analysis of the data, in addition to providing
information on the mode and speed of action.  If dose levels
are finely tuned, there should be minimal observed acute
toxicity.  However, without adequate preliminary data, one
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                                                 August,  1982
or more of the test levels may cause lethal or notable
sublethal effects.  Such effects may affect the  results  of
the test without directly acting on the specific
reproductive parameters being investigated.   For  example,  a
severely stressed bird may not be able to mobilize  internal
resources to produce eggs.  Signs of toxicity will  give
valuable information in evaluating the results of the test.
              b.  Duckling
    Mallard eggs have been incubated in reproduction  tests
for as long as 27 days (Heath and Spann 1973).  Greenwood
(1975) reported average incubation lengths of 24.6  days  for
a wild mallard strain and 25.5 days for a game farm
strain.  US EPA (1978a) stated that eggs should  be  removed
from hatchers on day 27.  The meager data available suggest
that 27 days is sufficient and  this incubation  length has
been selected for this guideline.
    Because the pen is the basic unit for statistical
analysis, it is necessary that the eggs and hatchlings be
identified as to pen of origin. This can be done  either  by
housing all eggs or ducklings from one pen together, or  by
individually marking each egg and bird.
    Environmental conditions for young ducklings  have not
been reported in available reproduction papers (Heath et al.
1969, 1972b, Heath and Spann 1973), nor have the  US EPA
(1978a) or ASTM (1979a) reproduction protocols suggested any
housing conditions for ducklings.  However, ASTM  (1979b) and
US EPA (1978b) dietary test protocols both have recommended
procedures for housing young ducklings.  Parameters given  in
these references include temperature of 35°C with a lower
temperature outside the cage to provide a gradient,
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                                                 August,  1982
galvanized brooder cages maintained  indoors, and  a
commercial duck starter ration.  These  conditions have  been
included in this guideline.
    Observations on ducklings are  necessary  to  determine  if
and when toxicity might be expressed in the  offspring.
Although most test substances exert  their  action  prior  to
hatching, some may affect growth,  development,  or survival
of ducklings.
              c.  Eggshell Thickness
    The classic example of reproductive impairment  in birds
is the eggshell thinning effect of DDE, a  metabolite or
degradate of DDT (Tucker and Leitzke 1979).  It is  important
to measure eggshell thickness because as little as  11%
thinning can have an effect on avian populations  (Tucker  and
Leitzke 1979).  Techniques given in this guideline  are
widely used (Heath and Spann 1973, ASTM 1979a,  US EPA
1978a), although many papers do not give a full description
of the process.  It is particularly  important for several
measurements to be made around the girth of  mallard eggs, in
order to average out any aberrant  single measurements that
could affect results if only one or two measurements are
taken.
              d .  Typical Observed Values
    The typical observed values presented  in this guideline
have been taken from the Agency's  pesticide  guidelines  (US
EPA 1975, 1978a) .  A number of avian reproduction tests have
been submitted to the Agency for the purpose of pesticide
registration and have been classified as confidential.  Most
of the tests that have been conducted during the normal
reproductive season have achieved  for control birds the
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                                                 August,  1982
typical values as presented in the test guideline.   Heath
and Spann (1973) and Heath et al.  (1969, 1972b) achieved
these values in control birds insofar as could be determined
from their data.
    The values presented in the  guideline have been
identified as an issue.  It is known that some testing
facilities routinely meet these  norms.  However, it  is  not
known if the values are realistic when many testing
facilities are considered.
         7.  Egg Collection, Storage, and Incubation
    Egg storage prior to setting for incubation has  been
reported for mallards in only a  few papers by one senior
author and has been 16°C and 55% humidity (Heath et  al.
1969, 1972b, Heath and Spann 1973).  Stromberg (personal
communication) stated that he stored bobwhite eggs at  16°
and at as high a humidity as could be obtained from
evaporating water; this was up to 80%, but at least  50%
relative humidity.  He also stated that turning the  eggs
daily was important to keep part of the shell and egg  from
excessive drying.  US EPA (1978a) recommends 16°C and  65%
relative humidity.  This guideline specifies 16°C, but  only
a range of relative humidity between 55% and 80%, since many
testing facilities do not have the means to control  storage
humidity and since this range has produced good viability.
    Several papers were found that reported incubation
temperatures and humidities for mallards.  Temperatures were
consistently 37.4-37.5°C and humidities ranged from  57-80%
(Heinz 1976a, 1976b, Holmes et al. 1978, Greenwood 1975).
Neither ASTM (1979a) nor US EPA  (1978a) specify incubation
temperatures although the latter does recommend 39°C and 70%
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                                                 August,  1982
relative humidity during the hatching phase  from  day  23  to
day 27.  Stromberg  (personal communication)  stated  that
99.75°F (37.6°C) and 50-70% relative humidity  are standard
commercial poultry  incubation  temperatures and  that all
testing facilities  with which  he  is acquainted  use
commercial poultry  incubators.  A temperature  of  37.5°C  and
relative humidity of approximately 70% have  been  specified
in this mallard test guideline.
    Candling procedures are a  standard practice for
determining eggshell cracks, fertility, and  embryo
survival.  These procedures have  been used in  most  mallard
tests, but timing has been inadequately reported.   US  EPA
(1978a) specifies,  for mallard, candling on  day 0 for
cracks, on day 14 for fertility and on day 21  for embryo
survival.  This timing has been adopted in this guideline
because it will permit comparisons of test data with
existing studies in Agency files.  At least  one major  avian
testing laboratory  protocol uses  the same timing.
    US EPA (1978a)  recommended moving eggs to  a separate
hatcher or incubator for hatching, but gave  no  reasons.
None of the available published papers mentioned  this
procedure.  However, Stromberg (personal communication)
stated that this procedure is  highly recommended  as a  means
to minimize disease vectors.   This procedure has  been
recommended in the guideline.
    This test guideline does not  consider the  effects  on
incubation behavior, nest desertion, and care of  young.
Techniques for investigating the  effects of  chemicals  on
these behaviors are in their infancy and, at present,  are
prohibitively expensive.  Agency  research has  been  proposed
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to investigate methods of  incorporating  natural  incubation
into future reproduction guidelines  at  a reasonable  cost.
         8.  Required Analyses
              a.   Statistical
    The statistical analysis of  avian reproduction studies
typically has been analysis of variance  (Heath and Spann
1973, Heinz 1976a, US EPA, 1978a,  ASTM  1979a) using  the
parameters set forth in this guideline.   Angular
transformations have been  used to  a  lesser  extent (Heath et
al. 197 2b).  Regression analysis is  a powerful tool  that may
be used if there are data  at sufficient  dose  levels  to
obtain a dose-response curve.  Regression analysis has  been
recommended, as an option  by ASTM  (1979a),  and methods
directed toward regression analysis  are  being developed
(Stromberg, personal communication).  It is the  opinion of
the author of this test guideline  that regression analysis
is a more useful tool than currently typical  methods  because
it yields a dose response  curve  and  this  curve can be used
for extrapolation.  Analysis of  variance provides only
significance at a particular level and does not  lend  itself
to extrapolation on a reliable basis.  At the present time,
methods and background work have not been developed  for a
test oriented primarily towards  a  dose-response  curve.   More
dose levels would be needed, possibly with  fewer animals  per
level.  This subject may be included in  the Agency's
research projects.  In the meantime, this guideline  uses
methods appropriate to analysis  of variance.
              b.  Test Substance Concentrations
    Samples of treated diets will  be analyzed to determine
the actual levels to be used in  the  test.   Analysis  will
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                                                 August,  1982
help to detect mathematical errors  in calculating
concentrations, technicians' errors  in  mixing  diets,  and
manufacturers' errors in determining the  amount  of  active
ingredient in a test substance  (Heinz,  personal
communication).  All test substance concentrations  will be
analyzed so that, even with only  three  test  concentrations,
dose response curve (if obtained) would be based on measured
concentrations, rather than on  nominal  levels.   A second
analysis about midway through the test  will  corroborate
initial levels.
              c.  Basal Diet
    Most testing facilities use diets prepared by commercial
feed companies.  Some facilities  may have a  commercial
company prepare a diet to order.  Normally,  such diets are
supplied with a quantitative list of ingredients, and such  a
list should be supplied with the  test report.  If there are
supplements added to the diet, a  list of  all supplemental
ingredients also should be submitted.   Analysis  of
ingredients in the basal diet is  important because  there are
a number of potential test substances,  such  as certain
metals, that may interact with components of the diet and
possibly affect the results of a  test.  A nutrient  analysis
will allow for a better evaluation  of such results.   In
addition, it is possible that dietary deficiencies  or
imbalance of ratios of nutrients  also could  affect  the
results.  Even though commercial  companies normally supply  a
nutritionally adequate diet, it is  important to  know the
components because no rigid requirements  exist for  the type
and constitution of the diet used.
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                                                August,  1982
         9.  Acceptability Criteria
    Test acceptability is dependent upon following  the
mandatory requirements and achieving acceptable control
productivity and survival.  When control values do  not reach
the typical observed values as discussed in Section  2.3.6,
it is very likely that there are problems with some  aspect
of the test.  Since reproductive parameters of treated birds
are compared with controls, it is essential that values for
control birds are normal as determined from similar
reproduction studies.
    Rather than requiring every parameter to achieve normal
values, it was decided that test acceptability should be
based on the final parameter of 14-day old survivors per
control hen as one criterion.  For mallards, the requirement
of 14 survivors per hen over a ten week period was  selected
because data in the Agency's pesticide files show that
acceptable tests have achieved and usually surpassed this
level.  Heath et al. (1969) reported 16.1 and 16.4 control
survivors per hen for eight week seasons.  Heath and Spann
(1973) reported 6.1 and 6.2 control survivors per hen for
four week seasons, which values are equivalent to 15
survivors per hen for a ten week season.  Heinz (1979)
achieved an annual average of 46 7-day survivors per control
hen for 3 years, using proven breeders and a season of
unknown length.
    Eggshell thickness of control birds is also a criterion
of test acceptability because thin eggshells among control
birds are usually a sign of inadequate diet, which  in turn
could affect other aspects of the test.  A number of mallard
reproduction tests have had average control eggshell
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                                                 August,  1982
thickness of  .365 to  .393 mm  (Heath et  al.  1969,  1972b,
Heath and Spann 1973, Heinz 1979).  Heath  and  Spann (1973)
also reported individual extremes of  .330  and  .420  mm.
Holmes, et al. (1978) reported  .343 and  .363 mm average
thickness for unfertilized eggs  from  mated  control
females.  The Agency's pesticide guidelines  (US EPA 1978a)
state that normal eggshell thickness  for mallards is  .31  -
.33 mm.  On the basis of the  other published data cited
above and additional reproduction studies   in  the Agency's
pesticide files, it appears that .31-. 3 3 mm is
unrealistically low.  The normal values  given  in section
(h)(ll) of the test guideline are .35-.39  mm,  however, at
the present time, it seems appropriate  to  lower the
acceptable level to .34 mm.   This may be revised pending
receipt of additional data and public comment.
    A well conducted test with  adult  birds  should not  result
in any but an occasional mortality in control  groups,  even
though the test is relatively long.   This  is especially  true
since this guideline provides for rearrangement of
incompatible birds during the acclimation  period.
Therefore, control mortality  in  excess  of  10%  indicates
problems with some aspect of  the test.
    C.  Test Conditions
         1.  Test Species
              a.  Selection
    The mallard, Anas platyrhynchos L. ,  is  the  species to be
tested. The choice of mallard is based on  a  number  of
factors.  The mallard has a widespread  distribution, not
only in the United States, but also in  Eurasia.  Such
distribution means that mallards may  be  exposed to  toxic
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                                                 August,  1982
substances in the environment regardless  of  the  location  of
the  toxic substance.  As waterfowl, mallards may  also  be
exposed to toxic substances in the water,  in sediments, and
on land.  Because the mallard is  the most abundant  and
widely distributed duck in the northern hemisphere  (Bellrose
1976), it is also suitable as a native test  species  for many
countries belonging to the Organization for  Economic
Cooperation and Development (OECD).
     Mallards have been one of the more frequently used
native bird species in reproduction tests  with toxic
chemicals, but there are still only a few  published
experimental studies with the species.  DeWitt et al.  (1963)
found that mallards were more susceptible  to reproductive
impairment from several chemicals than were  bobwhite or
pheasant.  Heath et al. (1969) showed that mallards  are
susceptible to eggshell thinning  effects  from DDE.   The
Agency's confidential pesticide files contain additional
data confirming mallard sensitivity to eggshell  thinning  and
other reproductive impairment.  When reproductive tests are
conducted on both gallinaceous birds and  waterfowl,  this
combination of species will often indicate impairment that
might not be found if only one species were  tested.
    The mallard is also amenable  to testing  in the
laboratory.  Mallards can be bred  in captivity and are
readily available from commercial sources  so that testing of
this species will not deplete wild stocks.   There is
sufficient information on the nutritional, habitat,  and
behavioral characteristics of natural populations of
mallards in order to meet the basic nutritional and  physical
requirements of the species in the laboratory.
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                                                 August, 1982
    An advantage of reproduction  testing  with  mallards  or
bobwhite  instead of other  birds  is  that mallard and  bobwhite
are typically the  two species used  in  short-term toxicity
tests with birds.  There is  an advantage  in using the same
species in reproductive tests that  also can be used  in
short-term or field tests.   Mallards have been used  for
short-term laboratory tests  and actual or simulated  field
tests from the beginnings  of ecological effects testing
(DeWitt 1956) to the present (US  EPA 1980b). Thus,  the
choice of mallard  as a test  species facilitates comparisons
of the results from different kinds of  tests.
    In addition, mallards  are generally considered  to have a
positive economic  value.   Although  the Agency  is  charged
with the protection of all species  in  the environment,  the
choice of an economically  valuable species  for testing  is
appropriate to the cost-benefit or  risk-benefit analyses
upon which Agency  decisions  frequently are  based.   Finally,
there is as good a comparative data base  for reproduction
tests with mallards as for any native  bird.
    If a test is to simulate toxicity  to  naturally  occurring
populations of mallards, then it  is important  to  use  birds
that are phenotypically indistinguishable from wild  birds.
Since many chemicals act upon specific  enzymes,  and  enzymes
are based on the genetic code, the  use of birds
genotypically similar to wild birds would be desirable.
However, the determination of phenotype is  a simple
observational process, whereas genotypic  determination  is
impractical, if possible at  all.  In addition,
wild birds have a degree of  heterogeneity that would  not be
typical of any given genotype.
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    The necessity for using healthy birds  is obvious  since
the test is designed to determine  toxicity  to  typical
populations.  It is admitted that  not all  birds occurring in
natural populations are healthy, but the majority  of
survivors in natural environments  are healthy.  The health
of birds is also important in reducing  the  number  of
variables that limit comparisons between tests.  There  are
several checks in this test guideline that  help to ensure
that healthy birds are used.  The  use of previously untested
birds not selected for resistance  and being from disease-
free flocks provides a basically healthy stock.  Visual
observations select out abnormal or unhealthy  birds from
that stock.  A final check on health is based  on the  birds
ability to survive two weeks immediately preceding
exposure.  The 3% maximum mortality during  this period
allows for an occasional death that may occur  during
acclimation and the time when unfamiliar birds in  a pen are
becoming adapted to each other.
    The choice of first year birds was  made in this
guideline primarily because it facilitates  comparisons  with
existing data and data that may be generated according  to
the US EPA (1978a) protocol for mallard.   It also  ensures
that birds  will be the same age; whereas if no age were
specified,  birds in the same test  could be  various ages.
Use of first year birds also reduces the cost  of birds  and
ensures that test birds will not have been  used in previous
reproduction tests.
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         2.,  Maintenance of Test Species
              a.  Acclimation
    An acclimation period  is necessary  for  birds  to  become
familiar with the test environment.   Ideally,  birds  will  be
maintained in test cages for several  months, but  this  is
impractical for testing facilities that purchase  adult
birds.  It is also sometimes necessary  to alter the
composition of birds in a pen because of excessive
aggression or other incompatibilities.  The  acclimation
period allows time for rearranging incompitible birds.
              b.  Diet
    There are few data on  the detailed  nutritional
requirements for mallards.  This subject is being
investigated under a current contract and is a proposed
research need.  At the present time,  a commercial duck
breeder ration is recommended.  All known testing facilities
in this country use a commercial ration or  a similar but
specially prepared ration made by a commercial company.
There are no known data to support an alternative diet for
mallards.  Changes may be made in the future when additional
data become available.  The recommendation  of  a commercial
duck starter ration is made for the same reasons.
    Samples of treated diets will be  analyzed  to determine
the actual test concentrations used in  the  test.
         3.  Facilities
    Only a few mallard reproduction tests have been  reported
in the literature, although a number have been submitted  to
the Agency and classified as confidential.  As a result,  it
is difficult to define optimal conditions and  most
conditions have been recommended, rather than  required.
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                                                August,  1982
Heath et al.  (1969, 1972b) and Heath and Spann  (1973) used
outdoor pens  with concrete floors for  their mallard
reproduction  studies.  Heath and Spann  (1973) specified the
size of pens  as 10 X 20 feet; they housed 5 hens and  2
drakes in each pen.  Heath, et al. (1969, 1972b) used the
same pens and housed 5 or 6 hens and 2  drakes in each pen.
Heinz (1976b) tested one drake and four hens in 5 x 10 ft.
pens, but in  another study tested mallard pairs in one meter
square (10.7  square feet) pens (Heinz  1976a).   Further
housing details were not mentioned.
    US EPA  (1978a, 1980b) and ASTM (1979a) have both
developed protocols for avian reproduction tests.
Rationales  for selecting particular conditions  were not
spelled out in either protocol.  Reasons were apparently
based on experience with reproduction  tests that have been
submitted to  the Agency for pesticide  registration and that
have been classified as confidential.   These three protocols
have specified size only as being "adequate".   All three
protocols recommend 21°C, 55% relative  humidity, and
adequate ventilation.  The same conditions have been
recommended in this guideline, since these protocols are the
most widely used and data developed from this guideline will
be comparable with data gathered using  all three protocols.
    Galvanized metal is the recommended construction
material.  This material has been used  widely in toxicity
tests (Heath  et al. 1972a, Hill et al.  1975) and has been
recommended in ASTM (1979a) and US EPA  (1978a) protocols for
reproduction  tests.  The ASTM (1979a) protocol suggests
stainless steel or perfluorocarbon plastics (e.g., Teflon)
as alternatives.  As a relatively non-adsorbent material,
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                                                 August,  1982
perfluorocarbon plastics may be used  to  coat  wood  or  other
materials that might be contaminated  by  chemicals  if  used
uncoated.  Because of the tendency  of  wood  to sorb
chemicals, uncoated wood may be not be used where  it  is
likely to become contaminated and come in contact  with  birds
in subsequent tests.
    Pens should be cleaned and sanitized between  tests.
Brushing and/or steam cleaning appear  to be the most
appropriate since they do not involve  the use of  chemicals
that could affect subsequent tests.   Detergents and bleach
have been used by Denver Wildlife Research  Center  (Tucker,
personal communication) and Patuxent  Wildlife Research
Center (Heinz, personal communication).  The  use  of chemical
disinfectants, such as quaternary ammonium  compounds, should
be avoided because of possibility that these  compounds  can
leave toxic residues.  However, the widely  used cold
sterilization method with ethylene  oxide is acceptable,  if
needed for disease control.  Pens should not  be cleaned
during a test in order to minimize  disturbance to  the  test
birds.
         4.  Environmental Conditions
              a.  Temperature (See  Section  II.C.3)
              b.  Humidity (See Section  II.C.3)
    D.  Reporting
    The information that is required  to  be  reported in
section II.B.8.b is essential to a  proper evaluation  of  the
test reults.  These required items  are needed (1)  to
establish that the test was conducted  according to
specifications, (2) to evaluate those  conditions  and
procedures that could affect the results of the test, and
(3) to supply the Agency with sufficient information  to
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conduct an independent analysis of statistics and
conclusions.  The location of the  raw data  storage  will
allow the Agency to find additional information  that  may
have been left out of the report or that may be  needed for
enforcement purposes.  The location is necessary because
some chemical companies request the testing facility  to keep
these data, while other companies  keep their own.   The
information is needed in a detailed manner  because  this
avian reproduction guideline contains few rigid
requirements.  Even when minimums  or maximums are specified,
it is important to know how much the test may have  exceeded
specifications, such as; if test birds were observed  more
frequently than required, if the number of  test
concentrations exceeded the three  levels required,  etc.
    The information required in section II.B.S.b on Test
Substance Concentration to be available, but not included  in
the test report, may be needed if  there are serious concerns
about the results or validity of the test.  This information
will not normally be needed and therefore is not required
routinely.
III.  Economic Aspects
    Three laboratories were surveyed to estimate costs for
performing the test outlined in this guideline.  The
individual laboratories gave prices of $22,000,  $12,650, and
$40,000.  The "best estimate" based upon the survey was
$24,883.  A cost estimate also was made by separating the
protocol into components and estimating the cost of each
component, including direct labor  cost, overhead cost, other
direct cost, general and administrative cost, and fee.  The
best estimated final cost, based upon this  calculation
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method, was $24,129, with an estimated range  of  $12,064  to
$36,193 based on +_ 50% of the best  estimate.   The  calculated
estimate is similar to the best estimate  based on  the
survey.  Marked differences in prices obtained from  the
different laboratories may have resulted  from a  number of
factors, such as nature of the chemical,  overhead  rates,
outside consultants, automation, marketing strategies, and
other factors as outlined in a cost  analysis  report  by
Enviro Control (1980).  The cost estimates were  made
assuming that the requirements of the Good Laboratory
Practice Standards, as specified in  section  (d)  of the
Mallard reproduction guideline, are  being satisfied.
    In a cost analysis of subpart E  pesticides guidelines,
laboratories were surveyed in 1978  and in 1980 to  determine
the cost of testing (US EPA 1980a).  The  cited costs did not
differentiate between species, however, the unit cost for an
avian reproduction test was $24,000  in 1978 and  $28,000  in
1980.
                                27

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                                                       SS-14
                                                August, 1982
IV.   References
    Anderson DW, Hickey JJ.  1972.  Eggshell changes in
    certain North American birds,  pp. 514-540 in
    Proceedings of the XV International Ornithological
    Congress.   Voous KH, ed.  E.J. Brill, Leiden, 745 pp.
    1972.
    ASTM 1979a.   American Society for Testing and
    Materials.   Standard practice for conducting
    reproduction studies with birds.  Draft No. 1
                                   20 pp.
    ASTM 1979b.
    Materials .
    with birds.
 American Society for Testing and
Standard practice for conducting LC
 Draft No. 1. 13pp.
           50
              tes ts
    Bellrose FC.   1976.   Ducks,  Geese, and Swans or North
    America.  Stackpole  Books,  Harrisburg, Pa.  543 pp.

    DeWitt JB.   1956.   Chronic  toxicity to quail and
    pheasants  of  some  chlorinated insecticides.   J. Ag. Food
    Chem.  4(10):   863-866.
    DeWitt JB,  Crabtree DG,  Finley RB, George JL.  1962.
    Effects  on  wildlife,   pp.  4-10 (-i-Tables)  in USDI,
    Effects  of  Pesticides on Fish and Wildlife:  A Review
    Investigations  during 1960.   Bureau Sport Fish and
    Wildl.  Circ.  No.  143.      52 pp.
                                          of
    DeWitt JB,  Stickel WH,  Springer PF.
    studies,  Patuxent Wildlife Research
    USDI,  Pesticide - Wildlife studies:
    and  Wildlife  Service Investigations
    1962.   Fish and Wildlife Serv.  Circ.
                                Wildlife
                                pp. 74-96
 1963.
Center.
 A Review of Fish
during 1961 and
 No. 167. 109 pp.
in
    Enviro Control,  Inc.   1980.   Cost analysis methodology
    and  protocol  estimates:  ecotoxicity standards.
    Rockville,  MD:  Enviro Control,  Inc., Borriston
    Laboratories,  Inc.

    Genelly RE,  Rudd RL.  1956.   Effects of  DDT,  Toxaphene,
    and  dieldrin  on  pheasant reproduction.   Auk  73: 529-539
    Greenwood  RJ .   1975.
    four  mallard lines.
         Reproduction and development of
         Prairie Natur.  7(1): 9-16.
                               28

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                                                    ES-14
                                             August,  1982
Heath RG, Spann JW.  1973.   Reproduction  and  related
residues  in birds  fed Mirex. pp.  421-435 in  Pesticides
and the Environment:  A continuing contro~versy.
Symposia  Specialists, North Miami. 1973.

Heath RG, Soann JW,  Kreitzer JF.  1969.   Marked DDE
impairment of mallard reproduction in  controlled
studies.  Nature 224: 47-48.

Heath RG, Spann JW,  Hill  EF, Kreitzer  JF.  1972a.
Comparative dietary  toxicities  of pesticides  to  birds.
U.S. Fish and Wildlife Service,  Spec.  Rept.  Wildl.   No.
152.  57  pp.

Heath RG, Spann JW,  Kreitzer JF,  Vance C.  1972b.
Effects of polychlorinated  biphenyls on  birds, pp. 475-
485 in Proceedings of the XV International
Ornithological Congress.  Voous  KH, ed.   E.J. Brill,
Leiden, 745 pp. 1972.

Heinz GH. 1976a.   Methylmercury:  second  year feeding
effects on mallard reproduction  and duckling  behavior.
J. Wildl. Manage.  40(1):  82-90.

Heinz GH. 1976b.   Behavior  of mallard  ducklings  from
parents fed 3 ppm  DDE.  Bull. Env. Contain. Toxic. 16(6):
640-645.

Hill EF,  Heath RG, Spann  JW, Williams  LD.  1975.   Lethal
dietary toxicities of environmental pollutants to birds.
U.S. Fish and Wildl. Serv., Spec. Sci. Rept.  Wildl.  No.
191.  61  pp.

Holmes WN, Cavanaugh KP,  Cronshaw J. 1978.   The  effects
of ingested petroleum on  oviposition and  some aspects of
reproduction in experimental colonies  of  mallard  ducks
(Anas platyrhynchos).  J. Reprod. Fertil.  54(2):335-348.

Kirkpatrick CM. 1955.  Factors  in photoperiodism  of
bobwhite  quail.  Physiol. Zool.  28:255-264.

Kirkpatrick CM. 1959.  Interrupted dark  period:  tests
for refractoriness in bobwhite quail hens.  pp.  751-758
_in_ Withrow RB (ed) .  Photoperiodism.   Am.  Assoc.  Advan.
Sci. Publ. No. 55, Washington,  D.C.
                            29

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                                                    ES-14
                                             August,  1982
Ratcliffe DA. 1967.  Decrease in eggshell weight  in
certain birds of prey.  Nature  215: 208-210.

Stickel LF, Heath RG. 1965.  Wildlife studies-Patuxent
Wildlife Research Center, pp. 3-30  in USDI.   Effects  of
pesticides on fish and wildlife.  Fish and Wildl.  Serv.
Circ. No. 226. 77 pp.

Tucker RK, Leitzke JS. 1979.  Comparative toxicology  of
insecticides for vertebrate wildlife and fish.
Pharmac.  Ther. 6: 167-220.

U.S. Environmental Protection Agency.  1975.  Protocol
for determining lethal dietary  concentration  of
chemicals to birds.  Federal Register, 40 CFR  162.82
(appendix): 26915.   June 25, 1975.

U.S. Environmental Protection Agency.  1978a.  Avian
reproduction.  Federal Register, 40 CFR 163.71-4:
29729-29730. July 10, 1978.

U.S. Environmental Protection Agency.  1978b.  Avian
dietary LC50.  Federal Register, 40 CFR 163.71-2:29727-
29728.  July 10, 1978.

U.S. Environmental Protection Agency.  1979.  Toxic
substances control.  Discussion of premanufacture
testing policy and technical issues; request  for
comment.  Federal Register  44:16240-16292.   March 16,
1979.

U.S. Environmental Protection Agency.  1980a.  Cost
analysis:  Guidelines for registering pesticides  in the
United States, Subpart E.  Draft.  May 1980.

U.S. Environmental Protection Agency.  1980b.
Guidelines for registering pesticides in the  United
States.  Subpart E.  Hazard Evaluation: Wildlife  and
Aquatic Organisms.   Draft.  November 3, 1980.

Wo If son A.  1964.   Animal photoperiodism.  pp 1-49 in
Giese AC ( ed ) .  Photophys iology , Vol. II.  Academic
Press, N.Y.
                            30

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                                                    ES-14
                                            August,  1982
Personal Communications:

Gary Heinz (11/16/79)
Patuxent Wildlife Research Center
Laurel, MD.

Richard K. Tucker (11/8/79)
EPA, Office of Toxic Substances
Washington, D.C.

K.L. Stromberg (2/4/80)
Patuxent Wildlife Research Center
Laurel, MD.
                            31

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                                  EG-18, OECD
                                  August, 1982
      DAPHNID  CHRONIC  TOXICITY TEST
        OFFICE OF TOXIC SUBSTANCES
OFFICE OF PESTICIDES  AND  TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C. 20460

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Office of Toxic Substances                              EE-18
Guideline for Testing of Chemicals               August,  1982


                DAPHNID CHRONIC TOXICITY TEST
    (a)  Purpose.  The proposed Daphnia  chronic  toxicity

test standard is designed  to assess  the  effects  of  test

substances on the survival and reproduction of Daphnia  as  a

representative freshwater  invertebrate.   The  duration  of  the

test permits the daphnids  to be exposed  to a  chemical  from

shortly after birth until  well into  adulthood.   The

organisms are exposed long enough to allow the adults  to

produce several broods of  progeny.   Initiating exposure

shortly after birth allows an assessment  of the  possible

effects of the test chemical on such processes as

reproduction, maturation,  fecundity  and  growth.

    (b)  Def initions .  The following definitions apply  to

this standard:

    (1)  "Acute lethal toxicity" is  the  lethal effect

produced on an organism within a short period of time of

exposure to a chemical.

    (2)  "Confidence limits" are the limits within which,  at

some specified level of probability, the  true value  of  a

result lies.

    (3)  "LC50" is the median lethal concentration,  i.e.

that concentration of a chemical in  air or water killing 50

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                                                        EG-18
                                                January,  1982
percent of a test batch of organisms within a particular

period of exposure (which shall be stated).

    (4)  "Reference substance" is a chemical used  to  assess

the constancy of response of a given species of  test

organisms to that chemical, usually by use of the  acute

LC50.  (It is assumed that any change  in  sensitivity  to  the

reference substance will indicate the  existence  of  some

similar change  in degree of sensitivity to other chemicals

whose toxicity  is to be determined).

    (5)  "Static test" is a toxicity test with aquatic

organisms in which no flow of test solution occurs.

Solutions may remain unchanged throughout the duration of

the test.

    (6)  "Renewal test" is a test without continuous  flow of

solution, but with occasional renewal  of  test solutions

after prolonged periods, e.g., 24 hours.

    (7)  "Flow-through test" is a toxicity test  in  which

water is renewed continuously in the test chambers, the  test

chemical being  transported with the water used to  renew the

test medium.

    (8)  "Time-response curve" is the  curve relating

cumulative percentage response of a test  batch of  organisms,

exposed to a single dose or single concentration of a

chemical, to a period of exposure.

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                                                        EG-13
                                                 August,  1982
    (9)  "Toxicity curve"  is  the  curve  produced  from

toxicity tests when LC50 values  are  plotted  against duration

of exposure.   (This term is also  used in  aquatic toxicology,

but in a less  precise sense,  to  describe  the curve  produced

when the median period of  survival is plotted  against  test

concentrations ) .

    (10)  "Units" all concentrations are  given in weight per

volume (e.g.,  in mg/liter).

    ( c)  Test  procedures — (1)  Summary  of  the  test.   ( A)

Test chambers  are filled with appropriate  volumes of

dilution water.  In the flow-through test  the  flow  of

dilution water through each chamber  is  then  adjusted to the

rate desired.  The test substance is introduced  into each

test chamber.  The addition of test substance  in the flow-

through system is done at  a rate  which  is  sufficient to

establish and  maintain the desired concentration of  test

substance in the test chamber.

    (B)  For the renewal test, the test is started  within 30

minutes after  the test substance  has been  added  and

uniformly distributed in the  test chambers.   In  the  flow-

through test the test begins  after the  concentration of test

substance in each test chamber of  the flow-through  test

system reaches the prescribed level and remains  stable.   At

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                                                        BG-18
                                                August,  1982
the initiation of the test, daphnids which have been

cultured or acclimated in accordance with the  test design,

are randomly placed into the test chambers.  Daphnids  in  the

test chambers are observed periodically during the test,

immobile adults and offspring produced are counted and

removed, and the findings are recorded.  Dissolved oxygen

concentration, pH, temperature, the concentration of test

substance, and other water quality parameters  are measured

at specified intervals in selected test chambers.  Data are

collected during the test to determine any significant

differences (P _<_ 0.05) in immobilization and reproduction as

compared to the control.

    (2)  [Reserved]

    (3)  Range-finding test.  (i)  General  A  range-finding

test should be conducted to establish test solution

concentrations for the definitive test.

    (ii)  Introductory information for range-finding test.

(A)  Prerequisites:

    (±)  Water solubility.

    (_2_)  Vapor pressure.

    (B)  Guidance information:

    (JJ  Structural formula.

    (2)  Purity of the substance.

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                                                        BG-18
                                                 August, 1982
    (J_)  Methods of analysis  for  the  quantification of the

substance  in water.

    (_4_)  Chemical stability  in  water  and  light.

    (_5_)  n-octanol/water partition  coefficient.

    (_6_)  Results of a  test on biodegradabili ty.

    (C)  Qualifying statement.  For chemicals  with low

solubility under test  conditions,  it  may  not be  possible to

quantitatively determine the  EC50.

    (iii)  Methods for range-finding  test.   (A)   Definitions

and units:

    (_!_)  24 hour EC50.  The  concentration (based upon

nominal concentration)  calculated  to  have immobilized 50

percent of the daphnids by 24 hours exposure.   (If another

definition is used, this shall  be reported,  together with

its reference).

    (_2_)  Immobilization.  Those animals  not  able to swim for

15 seconds after gentle agitation of  the  test  container are

considered to be immobile.   (If another  definition is used,

this shall be reported, together  with its reference).

    (B)  Reference substances.  In  the course  of the acute

immobilization phase a  reference substance may occasionally

be tested  for EC50 with the  test  compound as a means of

assuring that the laboratory  test conditions are adequate

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                                                        BG-18
                                                 August, 1982
and have not changed significantly.   An  example  of  such a
useful reference substance  is  K^Cr^O^.
    (C)  Conditions for the  validity  of  the  range-finding
test:
    (JJ  The mortality  in the  controls should not exceed 10
percent at the end of the test.
    (_2_)  The oxygen concentration  at  the end of  the test
shall be > 70 percent of the air saturation  value at the
temperature used.
    (_3_)  Test Daphnia should not have been trapped  at the
surface of the water, at least  in  the control.
    (_4_)  If conducted,  the  results  with  the  reference
compound should be within the  normal  range for  the
laboratory conducting the test.
    (_5_)  If the EC50 is not  calculable due to an inadequate
number of intermediate  response levels,  it is acceptable to
merely report the highest concentra-tion causing complete
immobility, provided that the  concentration  factor between
d os es was _<_ 1.8.
    (D)  Performance of the  range-finding test;
    (_1_)  Equipment which will  come  into  contact  with the
test solutions should be glass.  This glassware  should be
cleaned with solvents known  to  remove previously tested
chemicals.

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                                                        EC-IS
                                                 August, 1982
    (_2_)  Any water, either reconstituted  or  natural water,

can be used, provided  that it  will  sustain growth and

reproduction of Daphnia without signs  of  stress.

    (_3_)  At least  20 animals should be used  at each test

concentration, preferably divided into four  batches of  five

animals each.

    (_4_)  At least  2 ml of test solution should be provided

for each animal.

    (_5.)  The test  temperature  should be between 18 and  22°C,

and for each test  it should be constant within +_ 0.5°C.

    (_6_)  A light-dark  cycle is optional.

    (1_)  The concentrations should  be  formulated  in a

geometric series,  preferably without using  any solvents.   If

solvents, solubilizing agents, emulsifiers,  etc.,  have  to be

used,  they should  be commonly  used  adjuvants and  not be

toxic  in themselves at the levels used.   Neither  should  they

have a synergistic or  antagonistic  effect on the  toxicity of

the substance tested.  In no case should  the concentration

of an organic solvent  exceed 0.1 ml/1.

    (_8_)  The test  solution should be prepared before

intrododuction of  the  daphnids.

    (_9_)  The test  solutions should  not be aerated.

    (10)  The daphnids shall not be fed during the test.

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                                                        EG-18
                                                August,  1982
    (11)  The highest concentration to be tested should not

exceed 1.0 g/1.

    (12)  Concentrations sufficient to lead to zero and 100

percent immobilization and the 24 hour EC50 should be tested

together with a control.

    (13)  The pH and the oxygen concentration of the blank

and all the test concentrations should be measured at the

beginning and the end of the test.  The pH of the test

solutions should not be modified.

    (14)  Volatile compounds should be tested in completely

filled, closed containers, large enough to prevent lack of

oxygen.

    (4)  Definitive test.  (i)  General.  The results of the

range-finding test are used to determine, with judgement,

the concentration levels to be used in the definitive

test.   It is suggested that this reproduction test be

carried out using a geometrical concentration series of at

least five concentrations with an interval of at least 10,

starting at approximately the 24 hour EC50 concentration and

ending at 1/100 of the 24 hour EC50.  If necessary, lower

concentrations are to be tested.

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                                                        EG-18
                                                 August,  1982
    (ii)   Introductory  information for the definitive
test.   (A)  Prerequisites:

    (JJ  Water solubility.

    (_2)  Vapor pressure.

    (_3_)  Chemical stability  in water and light.

    (_4_)  Results of a test on  biodegradabili ty.

    (_5_)  24 hour EC50 or  the highest concentration producing

no immobility and the lowest concentration causing complete

immobility.

    (B)  Guidance information:

    (I)  Structural formula.

    (_2_)  Parity of  the  substance.

    (_3_)  _n-octanol/water  partition coefficient.

    (C)  Recommendations.  (_!_)   Instead of a two week test

in which three batches  of young  should be born per female, a

test of three or four weeks may  be preferred in order to

obtain a Tiore thorough  judgement of  the influence of the

test substance on mortality and  reproduction.  In this

period approximately six  to nine batches of young should be

born per female.

    (_2_)  It is recommended that  a statistical test (such as

an analysis of variance)  be used to  determine whether the

test replications can be  analyzed  together.

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                                                        EG-18
                                                 August,  1982
    (iii)  Criteria for a valid definitive test.        (A)

Control mortality should not exceed 20 percent  at  the  end  of

the test.

    (B)  The oxygen concentration shall  have  been  >  70

percent of the air saturation value throughout  the test.

    (C)  The pH for the controls and for at least  the  most

concentrated solutions shall be known throughout the test.

The deviation from the initial value at  the beginning  of the

test should be _<_ 0.3 units.

    (D)  The first young should have been born  in  the

controls after a maximum of nine days.

    (E)  The average cumulative number of young per  female

in the controls after three broods, should be > 20 at  a

temperature of 20° +_ 0.5°C.

    ( iv)  Definitive test procedures.           (A)  At  least

40 animals should be used at each test concentration,

preferably divided into four batches of  ten animals  each.

The test concentrations are made up in a  geometric series,

and if possible, without any solvents.

    (B)  Every test shall include controls consisting  of the

same dilution water, conditions, procedures and daphnids

from the same population (culture container), except that

none of the chemical is added.


                                10

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                                                        EG-18
                                                 August,  1982
    (C)  The minimum duration of the test  is 14  days,  in

which at least three broods of  the Fl generation shall have

appeared in the controls.  If this is not  the case,  the test

shall be continued until the third brood  in  the  control is

complete.  If desired, the test can be continued  for a total

period of three to four weeks,  even if three broods  are born

within three weeks.

    (D)  The live and dead daphnids of the "parental"

generation (P) are counted and  the dead specimens  removed.

This should preferably be carried out daily, but  at  least

every two days, e.g. Monday, Wednesday and Friday.

    (E)  The presence of eggs in the brood pouch,  males or

epphipia shall be recorded.  The condition and size  of the

parent generation should be visually compared with the

controls.

    (F)  When the parental animals are about seven days old,

the first young daphnids emerge from the brood pouch.  After

this, a new batch appears every two to three days.   These

batches are called "broods" of  the Fl generation.

    (G)  The newborn young of the Fl generation  are  counted

at least every two days (Monday, Wednesday and Friday) and

their estimated condition (based on visual examination) is
                                11

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                                                        BG-18
                                                 August,  1982
recorded.  After counting and examination,  the  young  are

poured away.  The presence of eggs  from which  no young  have

emerged  (on the bottom of the test  vessel)  is  recorded.

    (5)   [Reserved]

    (6)  Analytical measurements.   (i)  De ionized  water

should be used in making stock solutions  of  the  test

substance.  Standard analytical methods should  be  used

whenever available in performing the analyses.   The

analytical method used to measure the  amount of  test

substance in a sample shall be validated  before  beginning

the test by appropriate laboratory  practices.   An  analytical

method should not be used if likely degradation  products of

the test substance, such as hydrolysis and  oxidation

products, give positive or negative interferences  which

cannot be systematically identified and corrected

mathematically.

    (ii)  Samples of the test substance should  be  taken at

the beginning and during the test.  The actual  concentration

shall not drop below 80 percent of  the nominal  concen-

tration.  Aeration of the test solutions  is  permissible,

unless this would cause the actual  concentration of the test

substance to drop below 80 percent  of  the nominal

concentration.


                                12

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                                                        EG-18
                                                 August,  1982
    (iii)  The oxygen concentration  in  all  test  solutions

shall be checked once every  48  hours  (if  desired,  every

Monday, Wednesday and Friday).

    (iv)  The pH of  the controls  and  of at  least the most

concentrated solution shall  be  checked  before  and  after each

renewal in the renewal test  and once  every  48  hours  in a

flow-through test.

    ( d )  Test conditions — (1)   Test  species — ( i )

Selection.  Daphnia  magna  less  than  24  hours old at  the

beginning of the test, laboratory  bred, free  from  known

diseases and with a  known history  (breeding method,

pretreatme nt) are used in  this  test.  Other Daphnia  species

may be used provided that the relevant  re-production

parameters are comparable  to  those of Daphnia  magna.

    (ii)  Feeding.   The daphnids should be fed at  least

daily during the definitive  test.  In the chronic  daphnid

test,  food (in any quantity)  of any  kind  that  meets  the

criteria of reproduction for  validity of  the  test,  is

acceptable.  Overloading of  the test system with food should

be avoided in order  to minimize sorption  of the  test

substance.  Log-phase, unicellular green  algae are generally

suitable.
                                13

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                                                        EG-18
                                                August,  1982
    (2)  Facilities—(i)  Apparatus.   (A)  Normal laboratory

apparatus and equipment should be used.  Equipment which

will come into contact with the test solutions should

preferably be all glass.  This glassware should be cleaned

with solvents known to remove previously tested chemicals.

    (B)  This reproduction test should not be carried out  in

a static test system; either a renewal or flow-through

system shall be used.  The renewal period should be guided

by the chemical analysis and (if applicable) the oxygen

level  in the test solution.  The solutions shall be renewed

at least once every 48 hours (if desired, on Monday,

Wednesday and Friday) .

    (C)  Volatile compounds should be  tested in completely

filled closed containers, large enough to prevent the oxygen

concentrations from falling below 70 percent of the

saturation value.  An almost-closed, flow-through system may

also be used.  When more than 20 percent of the test

compound would be lost through volatility, the test should

be carried out either in a flow-through system or in an

enclosed container of sufficient size  to ensure that the

oxygen level does not fall below 70 pecent of the saturation

value.
                                14

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                                                        EG-18
                                                 August,  1982
    (ii)  Cleaning.  If the renewal scheme  is used,  the
glassware shall be emptied and food residues  removed  at
renewal.  It is recommended that the glassware be  rinsed
with de ionized water and kept as a coded series  for  the
following renewal.  Each test unit therefore  has  two  vessels
which are used alternately.  If flow-through  systems  are
used, these should be cleaned twice a week.
    (iii)  Dilution water.  Surface or ground water,
reconstituted water, or dechlorinated tap water  is
acceptable as dilution water if daphnids will survive  and
reproduce in it for the duration of the culturing,
acclimation, and testing periods without showing signs of
stress.  The quality of the diluton water should be constant
and should meet the following specifications:
    Substance                    Maximum Concentration

Particulate matter                    20 mg/1
Total organic carbon or                2 mg/1
     chemical oxygen demand            5 mg/1
Un-ionized ammonia                    20 ug/1
Res idual chlorine                      1 ug/1
Total organophosphorus pesticides     50 ng/1
Total organochlorine pesticides
plus polychlorinated biphenyls (PCBs) 50 ng/1
or organic chlorine                   25 ng/1
                                15

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                                                        EG-18
                                                August,  1982
    (3)  Test parameters — (i)  Carriers .  If solvents,

solubilizing agents, emuls if iers, etc., have to be used,

they should be commonly used adjuvants and should not

themselves be toxic at the concentrations used.  They should

also not interact to alter the toxicity of the substance

under test.  In no case should the concentration of an

organic solvent exceed 0.1 ml/1.

    (ii)  Dissolved oxygen.  The oxygen concentration shall

be > 70 percent of the air saturation value throughout the

test.

    (iii)  Lighting.  A light-dark cycle  is necessary for

the definitive test; 8 hours darkness and 16 hours light are

recommended .

    ( iv)  Loading .  At least 40 ml of test solution should

be provided for each animal in the definitive test.

    (v)  Temperature.  The test temperature should be

between 18 and 22°C, but for each test it should be

constant, wi thin jf 0 .5°C.

    (e)  Reporting  (i)  Test substance information:

    (A)  chemical designation.

    (B)  additional designations, e.g. trade name.

    (C)  empirical formula.

    (D)  manufacturer.


                                16

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                                                        EG-18
                                                August,  1982
    (E)  batch number.

    (F)  degree of purity.

    (G)  date of sampling.

    (H)  water solubility.

    (I)  vapor pressure.

    (J)  biodegradability.

    (K)  chemical stability in water and daylight.

    (L)  _n«octanol/water partition coefficient.

    (ii)  General information:

    (A)  Source of Daphnia, any pretreatment, breeding

method (including source, kind and amount of food, feeding

frequency), species identification and method of

verif ication.

    (B)  Name and address of the testing laboratory, name of

the person responsible for carrying out the test  (study

director).

    (C)  Name and address of sponsor.

    (D)  Dates of testing.

    (E)  Description of the test method or reference to the

method used.
    (iii)  Conditions of testing:

    (A)  Carriers and/or additives used and their

concentrations.  If it is observed that the stability or


                                17

-------
                                                        0G-18
                                                 August,  1982
homogeneity of the test substance  cannot  be  maintained,  then

care should be taken  in the  interpretation of  the  results

and note made that these may not be reproducible.

    (B)  Dilution water: source and chemical  and physical

characteristics including at least hardness, pH, Ca/Mg

ratio, Na/K ratio, alkalinity.

    (C)  Test temperature.

    (D)  Light quality, intensity  and periodicity.

    (E)  All measurements of pH and oxygen level made during

the test, preferably  in tabular form.

    (F)  Results and  date of test performed  with reference

compound if available.

    (G)  Description  of test vessels: volume of solution,

number of test organisms per vessel, number  of  test  vessels

per concentration, conditioning of the  test  vessels,  the

introduction of the test substance in the  dilution water.

    (H)  In case of renewal, the renewal  procedure and

scheme.  In case of flow-through, the test substance

delivery system, the  flowrate, periodicity of  cleaning  and

technique used.

    (I)  If measured, the actual concentrations of the  test

substance and the dates of measurement.

    (J)  Number and percentage of daphnids that showed  any


                                18

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                                                        EG-18
                                                 August,  1982
adverse effect in the controls and in each  treatment  at  each

observation period and a description of  the  nature  of  the

effects observed, e.g. immobilization, mortality  in tabular

form.

    (K)  Description or reference to statistical  procedures

applied.

    (L)  Any other effects differentiating  organisms  in

tests and controls.

    (iv)  Specific range-finding and definitive  test

information:  (A)  For the 24 hour EC50  (acute

immobilization) phase also report:

    (JJ  The 24 hour EC50 perferably with 95 percent

confidence limits, either by computation or  graphically, and

the method applied.  The probit method is recommended.

    (_2_)  If possible, the slope of the concentration

response curve with its 95 percent confidence limits.

    (_3^  The highest tested concentration producing no

immobile daphnids.

    (_4_)  The lowest tested concentration producing  100

percent immobile daphnids.

    (_5_)  Any other effect observed and the  concentration at

which it occurred.
                                19

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                                                        EG-18
                                                 August, 1982
    (B)  For the reproduction phase  also  report:

    (_!_)  The EC50  ( immobilization) and  LC50 values as far as

possible at 24 hours, 48 hours,  96 hours,  7 days,  14 days

and at the end of  the test, preferably  with 95 percent

confidence limits, either by computation  or graphically,  and

the method applied.  For the determination, a  probit method

should be used.

    (_2_)  The length of  time for  the  appearance of  the first

brood for each concentration

    (_3_)  The number of  young alive in each test vessel on

given days when counts  were made  (the minimum  requirement is

for counts at 48 hour intervals  on Mondays, Wednesdays and

Fridays) .

    (_4_)  The number of  dead young in each  test vessel on

given days when counts  were made.

    (_5_)  Source, kind and amount  of  food;  feeding  frequency.

    (6_)  If the recommended concentration  scheme  was

followed and no effectss on reproduction  are detected, then

the results may be reported as being greater than  the

highest concentration tested.

    (_7_)  For each of the observed effects  a statistical

analysis of the homogeneity of replicate  results  for each

concentration should be made.  If homogeneity  is  found, it


                                20

-------
                                                       EG-18
                                                August,  1982
should be determined through an appropriate statistical

analysis, whether a significant difference exists between

the control and the test concentrations.

    (_8_)  The highest concentration tested at which no

significant difference is found compared to the controls

with respect to mortality, reproduction and other observed

effects.

    (_9_)  The lowest concentration tested with significant

difference compared to the controls.

    (10)   Any other parameter can be reported at the option

of the study director.
                                21

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                                  EG-19, OECD
                                  August, 1982
        ALGAL ACUTE  TOXICITY TEST
        OFFICE OF TOXIC SUBSTANCES
OFFICE OF PESTICIDES  AND  TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C.  20460

-------
Office of Toxic Substances                              EG-19
Guideline for Testing Chemicals                  August,  1982
            FRESHWATER ALGAE ACUTE TOXICITY TEST



    (a)  Purpose.  (1)  A unicellular green  alga  is  used  as

a model system initially to estimate the concentration  of  a

chemical which could affect the primary production of

plants.  Because regeneration times for unicellular  algal

species are measured in hours, this relatively short test

can assess effects over several generations.  Results allow

the assessment of effects on  initial organisms from  short

term exposures and give an indication of the effect  on  algal

populations .

    (2)  Many different protocols for algal  tests are

available.  This growth test  is easy to perform and  gives

reproducible results with the recommended  species.   This

Test Guideline can be adapted for other algal species.   If

such an adaptation is used, a description  of the  method

should be provided with the test report.

    (b)  Def initions .  The following definitions  apply  to

this guideline:

    (1)  "EC-X" means the experimentally derived  chemical

concentration that is calculated to effect X percent of  the

test criterion.

    (2)  "Growth rate" means  an increase in  biomass  or  cell

numbers of algae per unit time.

-------
                                                        EG-19
                                                August,  1982
    (3)  "Inhibition" means any decrease in the growth rate

of the test algae compared to the control algae.

    (4)  "Limited water-soluble substances" means chemicals

which are soluble in water at less than 1,000 mg/1.

    (5)  "Readily water-soluble substances" means chemicals

which are soluble in water at a concentration equal to or

greater than 1,000 mg/1.

    (c)  Test procedures — (1)  Summary of the test.   (A)

The procedures for the preparation of the algal suspension,

the stock solution of the test chemical, and the test media,

are dependent on the solubility of the chemical and

modifications in the testing procedure may be necessary due

to the chemical's solubility in water.  For chemicals with

low solubility under test conditions, it may not be possible

to quantitatively determine the EC-50.

    (B)  For purposes of the test, algae are grown in

Erlenmeyer flasks in an environmentally controlled growth

chamber.  The test is started when 50 ml of algal suspension

(IxlO4 or 2xl04 cells/ml) and 50 ml of the appropriate test

chemical dilutions are placed in the flasks.  Algal growth

is measured at 24 hour intervals for at least 96 hours.  A

Coulter Counter, counting chamber, or other appropriate

instruments may be used to determine cell density.  The data

-------
                                                       EG-19
                                                August, 1982
are used to define the concentration-response curve and the

time-growth curve, and to calculate the EC-50 and the no-

effect level (EC-0) for the chemical.

    (2)  [Reserved]

    (3)  Range-finding test.  A range-f inding test should be

conducted to establish test chemical concentrations for the

definitive test.

    (4)  Definitive test.  (i)  A definitive test is used to

determine time-growth and concentration-response curves, as

well as the EC-50 and no effect level  (EC-0) of the test

chemical.  The testing method will vary slightly depending

upon whether the chemical is readily water-soluble, of

limited solubility, or volatile.

    (ii)  Criteria for a valid definitive test.  (A)  Algae

in the control flasks should exhibit log phase growth within

43 hours of test initiation and should produce a standing

crop of at least 105 cells/ml in 96 hours.

    (3)  At 96 hours, one test concentration should show no

significant decrease in growth rate and one concentration

should show greater than a 50 percent  decrease in growth

rate relative to the control.

    (C)  The pH of each test solution  should be measured

before use and, if necessary, adjusted to 7.5 _+_ 0.2 using

HC1 or NaOH.

-------
                                                        EG-19
                                                 August,  1982
    (D)  The test chemical concentration should be

determined before and after the test when practical.

    (E)  No more than 20 percent of the test chemical should

be lost by volatilization.  If more is lost (or is  likely  to

be), the test should be conducted in closed flasks  with a

resulting lower standing crop.

    (iii)  Test procedures dependent on solubility.--(A)

Readily water-soluble chemicals.  When readily water-soluble

chemicals are tested, the following procedures are

recommended :

    (_1)  A stock solution of the readily water-soluble

chemical should be prepared with micropore-filtered (0.45  urn

pore size) medium.  The concentration of the stock  solution

should be twice as high as the highest concentration  to be

used in the test.  From this stock solution at least  five

dilutions should be made.  The dilutions should be  in a

geometric series with a ratio of 10 or n/10 (where  n  =

number of dilutions).  A minimum of five concentrations

should be used such that the highest concentration  results

in at  least 50 percent growth inhibition and the lowest

concentration shows no significant difference (a =  0.05)

from the control.

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                                                        EG-19
                                                 August,  1982
    (2)  The algal suspension  for  testing  readily-soluble

chemicals should have a density of  approximately  2x104

cells/ml of medium.  The cell  density should  be quantified

prior to beginning the test.

    (_3_)  The test should be carried  out  in triplicate  (i.e.

3 replicate flasks per concentration).   The test  begins  by

transferring 50 ml of algal suspension to  250 ml  Erlenmeyer

flasks.  Then, in sequence of  increasing concentrations,  a

50 ml volume of each prepared  dilution is  added  to  the

appropriate flask.  The control flasks receive 50 ml of

medium.  The flasks are then gently  shaken and placed  in the

test chambers.  The algal concentration  in samples  from  each

flask is determined at intervals of  at least  24,  48, 72  and

96 hours after the start of the test and the  number of cells

or biomass (dry weight) per ml  is  calculated  for  each

s ample.

    (_4_)  A fluorimeter or spectrometer can be used  to

calculate cell number or biomass,  but will not provide

precise measurements at the start  of the test and at 24

hours.  If a Coulter Counter, or spectrophotometer,  is used

to enumerate algae at the beginning  of the test,  100 ml  of

medium should be used to determine the background.

-------
                                                        33-19
                                                August,  1982
    (B)  Limited water-soluble chemicals.  When chemicals

with limited water-solubility are tested, the following

modifications of the above procedure are recommended:

    (_1_)  A stock solution for chemicals with limited water-

solubility should be prepared with a suitable organic

solvent.  This stock solution should be 10^ times as

concentrated as the highest concentration to be tested and

the amount of solvent necessary to dissolve the chemical

should not exceed 0.1 ml/1 at the highest chemical

concentration used.

    (2)  An algal suspension for testing chemicals with

limited water-solubility should have a density of

approximately 10^ cells/ml.  One hundred (100) ml of this

algal suspension (10^ cells/ml) are placed in each flask and

10 ul of the various dilutions of test chemical and solvent

are added.  Ten (10) ul of solvent are added to the solvent

control flasks.  Otherwise the test should be conducted as

described for readily-soluble chemicals.

    (iv)  Test procedures dependent on volatility.  When

volatile chemicals are tested, the following modification of

the procedures in Sec( 4) (iii) (A) and (B) is recommended.

The test is performed as described above (depending on the

chemical's solubility in water) except that 250 ml conical

-------
                                                             BG-19
                                                     August,  1982
 flasks with ground glass stoppers  should be  used.  These

 flasks are; filled as  described  above with  the algal

 suspension and test  chemical solution.  For  each measurement

 interval  the complete contents  of  the flasks should  be

 used.  Therefore, it  is necessary  to use a sufficient number

 of flasks to allow  for  this  destructive sampling with time.

      (5)   Test results,  (i)  The results  of  the  measurements

 should be tabulated.   Growth curves resulting from the

 experiment should be drawn on  semi-logarithmic paper (Figure

 1).
                      BIOMASS
               0.5N«o|—
              0.2SN<«) —
             0.125 N(«) —
              0.00 N<»>
                                                      TIME
Figure 1.  Theoretical example of a result of a toxicity test with algae. The growth curve
        is plotted on a simple logarithmic scale. The figures give the concentrations of
        the test compound in weight per volume. The broken lines show the
        measurements. N(oo) is the maximum cell density that can be achieved.

-------
                                                        EG-19
                                                 August,  1982
    (ii)  The reported chemical effects on  algae should

include both the EC-50 value and  the  no-effect  level  ( EC-

0).  A number of methods have been described  for determining

the EC50 and ECO.  Two examples are provided.

    (A)  EC-50/ and EC-0 determined from the specific

maximum growth rate (u).  The mean value of the three

replicate measurements and the 95 percent confidence  limits

should be calculated for the 24,  48,  72, and  96 hour

sampling times, and plotted as in Figure 1.   Two values are

selected from the log-linear portion  of the curve  and  the

specific growth rate (u) is calculated according to the

following formula:


                           10910   Nl
                      u = 	N?

                          0.434 (t2-t1)

    where:

    N-^ = the lower cell number chosen  in the  log phase at  t]_

    N2 = the higher cell number chosen in the log phase at

t2

    t  = time in hours

    u  = maximum specific growth rate

   0.434  = coefficient to convert log^g data to loge

-------
                                                           EG-19
                                                   August, 1982
     The  percent reduction of the growth rate compared to

the control can be calculated:

                "% inhibition" =   1 -  u(tox)  x 100

                                      u(b)

    where:

    u(tox)  = the growth  rate in the presence of the  chemical

    u(b)    = the growth  rate in the control

    The calculated percentages ("% inhibition") are  plotted

against the log concentration as shown in Figure  2.
       100
            % INHIBITION
              1
        50
                                         LOG CONCENTRATION
     Figure 2. Theoretical example of the relation between the logarithm of the
            concentration of the chemical and the percentage inhibition.

-------
                                                        EG-19
                                                August,  1982
The highest concentration showing no difference from the

control (a) and the EC50 (b) can then be read from  this

graph.

    (B)  EC-50 determined from the mean relative growth

rate.  (JL_)  The mean relative growth rate (RGR) during log

phase growth for each culture can be calculated as  follows:

         RGR = I0*?] on? - logi nftT

                              t2 - tl

    where:

    n-^ = number of cells/ml at t^

    T\2 = number of cells/ml at t2

    t  = time (hours)

    (2)  The RGR of the three control replicates can be

calculated and its 95 percent confidence limits

determined.  Treatment RGR values that are greater  than the

control upper 95 percent confidence limit indicate  algal

stimulation and should be ignored.  Those above the control

RGR but within the 95 percent confidence interval should be

assumed to equal the control mean.  Treatment RGR values

that are less than the lower 95 percent confidence  limit of

the control should be used in the following calculations:

The low treatment RGR values should be expressed as a

percentage of the control RGR.  The percentage values


                                10

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                                                        BG-19
                                                 August,  1982
including the highest concentration of test compound  at

which growth is 100 percent that of control (zero  inhibition

and the EC--0) and the lowest concentration with a  value  of  0

percent (100 percent inhibition) should  be included  in  an

appropriate statistical analysis to determine  the  EC-50

value and its 95 percent confidence limits.

    (2_)  Interpretation of results.  Algal populations

rapidly regenerate themselves upon removal of  stress;

consequently, concentrations that produce effects  need

careful interpretation.

    (6)  [Reserved]

    (d )  Test conditions — (1)  Test Species — ( i)

Selection  (A)  It is recommended that the algae used be a

fast-growing species that  is convenient  for culturing and

testing.  The following freshwater species are considered

sui table:

    (_1)  Selenastrum capricornuturn.

    (_2^)  Scenedesmus quadricauda.

    (_3^  Chlorella vulgaris.

    (B)  Axenic cultures are recommended and  are highly

desirable when testing biodegradable compounds.  However,

pure monocultures of algae are required.
                                11

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                                                        EG-19
                                                 August,  1982
    (ii)  Stock culture.   (A)  The stock  cultures  are  algal

cultures that are regularly  transferred to  fresh medium  to

act as initial test material.  Cultures that are not used

regularly should be streaked out on sloped  agar  tubes.   The

tube cultures should be transferred to fresh medium at least

once every two months.

    (B)  The stock cultures  should be grown  in Erlenmeyer

flasks containing the appropriate medium  (volume about 100

ml).  When the algae are  incubated at 20°C  with  continuous

illumination, a weekly transfer is recommended.  An amount

of "old" culture is transferred with sterile pipettes  into a

flask of fresh medium, for an approximate 100 fold

dilution.  The growth rate of a species can  be determined

from the growth curve.  If this is known, it is possible to

estimate at what density  the culture should  be transferred

to new medium.  This should be done before  the culture

reaches the senescent phase.

    ( iii)  Selection of test algae.  (A)  Algae used in  a

test should be in an exponential growth phase, with a cell

density of at least 104 cells/ml. If it is  not possible  to

use the stock culture directly for testing  (due to lack of

or excessive cell growth) it may be necessary to pre-culture

the algae prior to use.


                                12

-------
                                                        EG-19
                                                August,  1982
    (B)  To pre-culture the algae, 2 liters of sterile

nutrient solution are added to a 3 liter Erlenmeyer flask.

Sufficient algal suspension from the stock culture is added

to give an algal concentration of approximately 104 cells/ml

(+_ 25 percent).  The flasks should be continuously

illuminated with fluorescent light, and the temperature

maintained at 20°C.  Cultures should be shaken by hand at

least once every day; this is particularly important for

non-motile species.  The cell concentration in the culture

should be determined daily so that the desired concentration

may be obtained for testing.

    (C)  Other methods of culturing may also be used.  Some

algae can be grown rapidly in shake cultures.  Bubbling with

air containing additional carbon dioxide may also accelerate

growth.  Furthermore, under the culturing conditions

described above, the pre-culture,for the algal species

recommended in this test, should be optimal for inoculation

of test flasks after four to five days.  If the algal

cultures contain deformed or otherwise abnormal cells (e.g.

clumped, chlorotic), they should not be used for the test.

    (2)  Facilities — (i)  Apparatus.  (A)  In order to avoid

contamination with bacteria and other algae, all stock

culture maintenance operations should be carried out under


                                13

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                                                        EG-19
                                                 August,  1982
sterile conditions.  Possible contamination  should  be

checked by suitable methods.

    (B)  Testing and culturing  of  algae  should  be  done in an

environmentally controlled cabinet or  chamber capable  of

maintaining a temperature of  20°C _+_  2°C  and  continuous

illumination of approximately 300  to 400 uE/m2  sec.

    (C)  In addition to normal  laboratory  apparatus  and

equipment for algal testing, a  counting  apparatus  (e.g.

Coulter Counter, counting chamber, fluorometer,

spectrophotometer, colorimeter)  to determine cell  numbers  is

also necessary.

    (D)  The following apparatus and equipment  are  necessary

for algal culturing:

    (1_)  Incubators or climate  rooms capable of  maintaining

temperature and light at the recommended levels.

    (_2_)  Filtering apparatus, accompanying membrane  filters,

(0.45 urn) and 5 liter flask.

    (_3_)  Inoculation needle.

    (_4_)  Sterile graduated pipettes.

    (_5_)  pH-meter.

    (_6_)  Culture tubes (150 x 18 mm) with  sponge and/or

metal caps.
                                14

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                                                        EG-19
                                                August,  1982
    (_7_)  Erlenmeyer flasks, 200 ml, with ground glass

stoppers, and a 3 liter flask.

    (ii)  Dilution water.  Redistilled water should be used

for preparation of stock, chemical, and nutrient media

solutions .

    (3)  Test parameters — (i)  Carriers .  If solvents, are

used, they should not themselves be toxic at the

concentrations used and should not affect algal growth.   In

no case should the concentration of an organic solvent

exceed 0.1 ml/1 in the highest concentration.

    (ii)  Lighting.  Algae should be kept under continuous,

uniform illumination of approximately 300 to 400 uE/m2

sec.  The light source should be fluorescent lights.

    (iii)  Lo ad i ng .  For readily water-soluble and volatile

chemicals, an algal suspension containing approximately  2 x

104 cells/ml should be used.  For chemicals with limited

water solubility the algal density should be approximately

104 cells/ml.

    (iv)  Temperature.  The temperature for culturing and

testing algae should be 20°C +_ 2°C.
                                15

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                                                        EG-19
                                                August,  1982
    (v)  Nutrient media.  The recommended media  for  adequate

growth of algae is shown in Table 1.

            TABLE I  MEDIUM FOR FRESHWATER ALGAE
    Nutrient salts
  Amount
    K2HP04.3H20
    CaCl2.2H20
    Na2C03.10H20
    Fe3-citrate
    Citric acid monohydrate
    Trace element solution
         (see below)
    Redistilled water made
      up to
    PH
0.5

0.33
0.052

0.035
0.054

0.006
0.006
1.0
9
g
g
g
g
g
g
ml
1.0   liter
7.7  + 0.3
    Trace Element Solution:

    H3B03

    MnCl2.4H20

    ZnCl2

    CuS04.5H20

    (NH4)6M07.4H20

    Redistilled water made up to
2.90

1.81

0.11

0.08

0.018

1.0
g
g
g
g
g
liter
                                16

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                                                EG-19
                                        August,  1982
All nutrient solutions can be prepared as concentrated stock

solutions using the salts shown  in Table  1 and stored  in  the

dark and cold.  These solutions should be sterilized by

filtration or by autoclaving.  The medium is prepared  by

adding the correct amount of stock solutions, or the

nutrients salts directly, to sterile distilled water,  to

give the final concentrations listed.  For solid medium,  1.5

to 2 percent agar can be added.  Other media may be

necessary if species other than those above are used.

    (e)  Reporting.  In addition to a description of the

type of test and method, the report submitted to EPA should

include the following information.

    (1)  For the chemical tested: Manufacturer, empirical

formula, batch number and its degree of purity, chemical

characterization, (e.g. trade name), and physical

properties;.

    (2)  For the test organisms: Origin of innoculum,

laboratory culture and strain number, and method of

cultivation (including whether cultures aerated and/or

shaken) .

    (3)  For the test conditions: Date of beginning and end

of the test and its duration, temperature, light intensity

and light quality in the growth chamber,  type of test  flask


                                17

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                                                EG-19
                                        August,  1982
(and if closed or open), initial pH of test solution,  what

carrier is used and how much, concentrations of test

chemical, and the counting method.

    (4)  For the results:  A tabulation of cell number or

biomass per ml for each flask at each sampling period, the

plotted time-growth curves for each concentration and  the

concentration-effect curve, the EC-50 value and the highest

concentration showing no statistical growth inhibition (EC-

0) and the statistical methods used to calculate them, and

other observed effects, e.g. algicidal vs. algistatic

effects, clumping or chlorosis of cells.

    (5)  For the laboratory performing the test: The name of

the person responsible for carrying out the test (study

director) as well as the name of the person carrying out the

test,  the name and address of the testing laboratory,  and

the date and signature of the person responsible for the

test.
                                18

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                                  EG-20, OECD
                                  August, 1982
         FISH ACUTE TOXICITY  TEST
        OFFICE OF TOXIC SUBSTANCES
OFFICE OF PESTICIDES  AND  TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION  AGENCY
          WASHINGTON, D.C. 20460

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Office of Toxic Substances                                 EG-20
Guideline for Testing Chemicals                     August,  1982
                     FISH ACUTE TOXICITY TEST



        (a)  Purpose.  This guideline will be used  in developing

data on the acute toxicity of chemical  substances and mixtures

("chemicals") to fish subject to environmental effects  test

regulations under the Toxic Substances  Control Act  (TSCA)  (Pub.L.

94-469, 90 Stat. 2003, 15 U.S.C. 2601 et. seg.).  The United

States Environmental Protection Agency  (EPA) will use data from

these tests in assessing the hazard of  a chemical to the

environment.

        (b)  Def initions .  The definitions in section 3 of the

Toxic Substances Control Act (TSCA) and in Part 792—Good

Laboratory Pracice Standards apply to this test guideline.  The

following definitions also apply:

        (1)  "Acute toxicity" is the discernible adverse effects

induced in an organism within a short period of time (days) of

exposure to a chemical.  For aquatic animals this usually refers

to continuous exposure to the chemical  in water for a period of

up to four days.  The effects (lethal or sub-lethal) occurring

may usually be observed within the period of exposure with

aquatic organisms.

        (2)  "Acute lethal toxicity" is the lethal effect

produced on an organism within a short  period of time of exposure

-------
                                                           EG-20
                                                    August,  1982
to a chemical.

        (3)  "Confidence limits" are the limits within  which,  at

some specified level of probability, the true value of  a result

lies.

        (4)  "LC50" is the median lethal concentration,  i.e.,

that concentration of a chemical in air or water killing 50

percent of a test batch of organisms within a particular period

of exposure (which should be stated).

        (5)  "Static test" is a toxicity test with aquatic

organisms  in which no flow of test solution occurs.   (Solutions

may remain unchanged throughout the duration of the test).

        (6)  "Semi-static test" is a test without flow  of

solution,  but with occasional batchwise renewal of test solutions

after prolonged periods (e.g., 24 hours).

        (7)  "Flow-through test" is a toxicity test in  which

water is renewed constantly in the test chambers, the chemical

under test being transported with the water used to renew the

test medium.

        (8)  "Time-response curve" is the curve relating

cumulative percentage response of a test batch of organisms,

exposed to a single dose or single concentration of a chemical,

to a period of exposure.

        (9)  "Toxicity curve" is the curve produced from toxicity

-------
                                                           EG-20




                                                    August,  1982
tests when LC50 values are plotted  against  duration  of



exposure.  (This  term  is  also  used  in  aquatic  toxicology,  but in




a less precise sense,  to  describe the  curve produced when  the



median period of  survival  is plotted against test



concentrations.).



         (10)  "Units"  all concentrations are  given  in  weight per



volume (e.g., in  mg/liter).



         (c)  Test procedures — (1)   Summary  of  the test.   (i)   The



aqueous  solubility and the vapor pressure of  the  test chemical



should be known prior  to  testing.   The structural formula  of  the



test chemical, its purity, stability in water  and light,



_n-octanol/water partition coeffecient,  and  pKa value should be



known.   The results  of a  biodegradability test and the  method of



analysis for the  quantification of  the chemical in water  should



also be  known.



         (ii)  The fish are exposed  to  a range  of  test substance



concentrations preferably  for  a period of up  to 96 hours.



Mortalities are recorded  at 24, 48,  72 and  96  hours  and  the



concentrations which kill  50 percent of the fish  (LC50) are



determined where  possible.



         (iii)  The maximum concentration tested producing  no

-------
                                                           EG-20
                                                   August,  1982
mortality and the minimum concentration tested producing total

mortality should be recorded.

        (iv)  For chemicals with limited solubility under  the

test conditions, it may not be possible to determine an LC50.

        (2)   [Reserved]

        (3)  Range-finding test.  It may be necessary  to perform

a range-finding test prior to a definitive test.  It provides

information about the range of concentrations to be used in  the

definitive test.

        (4)  Definitive test.  (i)  Fish should be exposed to at

least five concentrations spaced by a constant factor  not

exceeding 1.8.  A control and solvent control, when appropriate,

should also be tested.

        (ii)  Stock solutions of the required strength are

prepared by dissolving the appropriate amount of the test

substance in the required volume of dilution water.  The pH  value

of the stock solution should be adjusted to the pH value of  the

dilution water unless there are specific reasons not to do so.

The test should be carried out without adjustment of pH if there

is evidence of marked change in the pH of the solution, and  it is

advised that the test be repeated with pH adjustment and the

results reported.  This pH adjustment should be made in such a

way that the stock solution concentration is not changed to  any

-------
                                                          EG-20
                                                   August,  1982
significant extent and that no chemical reaction or physical

precipitation of the test compound is caused.  NCI or NaOH should

be used to adjust the pH.

    (iii)  Stock solutions of substances of low aqueous

solubility may be prepared by ultrasonic dispersion or, if

necessary, by use of organic solvents, emulsifiers or dispersants

of low toxicity to fish.  When such auxiliary substances are

used, the control fish should be exposed to the same

concentration of the auxiliary substance as that used in the

highest concentration of the test substance.  The concentration

of such auxiliaries should not exceed 0.1 ml/1.

    ( iv)   The chosen test concentrations are prepared by dilution

of the stock solution.

    (v)  For test to be valid, the following criteria apply:

    (A)  If it is observed that the stability or homogeneity of

the test substance cannot be maintained, then care should be

taken in the interpretation of the results and a note made that

these results may not be reproducible.

    (B)  The mortality in the controls should not exceed 10

percent at the end of the test.

    (C)  The dissolved oxygen concentration should have been >60

percent of air saturation throughout the test.

    (D)  There should be evidence that the concentration of the

-------
                                                           EG-20
                                                   August,  1982
substance being tested has been satisfactorily maintained  (e.g.,

within 80 percent of the nominal concentration) over  the test

period.

    (5)  Test results.  (i)  The fish are  inspected after  24,  48,

72 and 96 hours.  Fish are considered dead if touching of  the

caudal peduncle produces no reaction.  Dead fish are  removed when

observed, and mortalites are recorded.  Observations  after the

first three hours and six hours are desirable.

    (ii)  Records are kept of visible abnormalities (e.g., loss

of equilibrium, swimming behavior, respirtory function,

pigmentation, etc.).

    (iii)  The cumulative percentage mortality for each

recommended exposure period should be plotted against

concentration on logarithmic-probability paper.  A line is then

fitted by eye to these points and the concentration corresponding

to the 50 percent response point is read off.  This is the LC50

for the appropriate exposure period.  Median lethal

concentrations also can be calculated using standard procedures

given in any of the references cited in section (f).  Confidence

limits (p=0.95) for the calculated LC50 values can be determined

using the standard procedures.  The LC50 value should be rounded

off to two significant figures.

    (iv)   Where the data obtained are inadequate for  the use of

-------
                                                           EG-20
                                                    August,  1982
standard methods of calculating the LC50  (because most  of  the

results are for either no deaths or total mortality,  where a

dilution ratio of 1.8 has been used) then the highest

concentration causing no deaths and the lowest  concentration

producing 100 percent deaths should be used to  determine the LC50

(this being taken as being the geometric  mean of these  two

concentrations).

    (6)  [Reserved]

    (d)  Test conditions — (1)  Test species — (i)  Selection.

(A)  One of several species may be used,  the selection  being at

the discretion of the testing laboratory.  It is suggested  that

the species used be selected on the basis of such important

practical criteria as:  their ready availability throughout the

year, their ease of maintenance, their convenience for  testing,

and any economic, biological or ecological factors which have

bearing.  The fish should be in good health and free  from  any

apparent malformation.  If other species  fulfilling the the above

criteria are used, the test method should be adapted  in such a

way as to provide suitable test conditions.

    (B)  Examples of fish recommended for testing and their size

are given in Table 1.

-------
                                                           EG-20
                                                    August, 1982
          TABLE 1—RECOMMENDED SPECIES FOR ACUTE TESTING

Recommended species                               Recommended
                                                  total length
                                                  (cm)

Brachydanio rerio  (Teleostei,                     2.0 _+_ 1.0

Cyprinidae) (Hamilton-Buchanan)

Zebra-f ish

Pimephales promelas  (Teleostei,                   2.0 _+ 1.0

Cyprinidae) Fathead  minnow

Cyprinus carpio  (Teleostei,                       3.0 _+_ 1.0

Cyprinidae) (Linne 1758)

Common  carp

Oryzias latipes  (Teleostei,                       2.0 _+ 1.0

Poeciliidae)  (Schlegel  1850)

Red killifish

Poecilis reticulata  (Teleostei,                   2.0 _+ 1.0

Poeciliidae)  (Peters 1859)

Guppy

Lepomis macrochirus  (Teleostei,                   2.0 _+ 1.0

Centrarchidae) (Linnaeus  1758)

Bluegill

Salmo gairdneri  (Teleostei,                       5.0 _+ 1.0

Salmonidae) (Richardson 1836)

Rainbow trout

-------
                                                           BG-20
                                                   August,  1982
    (ii)  Collection or acquisition.  The fish mentioned above

are easy to rear or are widely available throughout  the year.

They are capable of being bred and cultivated either in fish

farms or in the laboratory under disease- and parasite-controlled

conditions so that the test animal will be healthy and of known

parentage.

    (iii)  Holding and acclimation.  (A)  Fish should be held for

at least 12 to 15 days before testing.  All fish should be

maintained in water of the quality to be used in the test for at

least seven days before they are used.

    (B)  Coldwater fish should be held in tanks containing at

least 300 1 of water while warmwater fish should be held in tanks

containing at least 100 1.

    (C)  The temperature of the holding water should be the same

as that used for testing.  The dissolved oxygen concentrations

should be maintained above 80% of the air saturation value.  A 12

to 16 hour photoperiod should be used.

    (D)  All fish should be fed three times per week or daily

until 24 hours before the test is started.

    (E)  A batch of fish is acceptable for testing if the

percentage mortality over the seven day period prior to testing

is less than five.  If the mortality is between 5 and 10 percent

acclimation should continue for seven additional days.   If the

-------
                                                           EG-20
                                                    August,  1982
mortality is greater than 10 percent, the entire  batch  of  fish

should be rejected.

     (2)  Test facilities — (i)  Apparatus .  An oxygen  meter,

equipment for determination of water hardness,  adequate  appartus

for  temperature control, test tanks made of chemically  inert

materials and other normal laboratory equipment are needed.

     (ii)  Dilution water.  (A)  Drinking water  (dechlorinated  if

necessary), good quality natural water, or reconstituted water,

with a total hardness of between 50 and 250 mg/1  (as  CaCO)^ and

with a pH of 6.0 - 8.5 are preferred.

     (B)  Reconstituted water should be prepared from  deionized

water or distilled water with a conductivity _<_  10  Scm~  .  One

hundred liters of reconstituted water can be prepared by adding

2.5 1 of the following solutions  to a tank and bringing the

solution to volume with deionized water:

    11.76g CaCl2 ' 2H20/1

    4.93g MgS04 • 7H20/1

    2.59g NaHC03/l

    2.59g KC1/1

The sum of the calcium and magnesium ions in this solution is  2.5

mmol/1.  The proportion of Ca:Mg-ions is 4.13 and of  Na:K-ions is

10:1.  The acid capacity of  this solution is 0.8 mmol/1.

    (C)  The dilution water should be aerated until oxygen


                                10

-------
                                                           EG-20
                                                    August,  1982
saturation is achieved and then stored for about  two days  without

further aeration before use.

    (3)  Test parameters.  (i)  Constant conditions should be

maintained as far as possible throughout the test and,  if

necessary, semi-static or flow-through procedures should be  used.

    (ii)  The preparation and storage of the test material,  the

holding of the fish, and all operations and tests should be

carried out in an environment free from harmful concentrations of

dust, vapors, and gases and in such a way as to avoid  cross-

contamination.  Any disturbances that may change the behaviour of

the fish should be avoided.

    (iii)  The following parameters are important:

    (A)  Dissolved oxygen.  The dissolved oxygen concentrations

should be at least 60 percent of the air saturation value.

    (B)  Light.  A 12 to 16 hour photoperiod should be  used.

    (C)  Loading.  A maximum loading of 1.0 g/1 for static and

semi-static tests is recommended; for flow-through systems a

higher loading can be acceptable.

    (D)  Temperature.  Test temperatures of 15 _+ 2°C for rainbow

trout and  22 +_ 2°C for carp are recommended.   The other

recommended species should be tested at 23 _+_ 2°C.  The

temperature should be maintained within +_ 1°C of the selected

test temperature throughout the test period.


                                11

-------
                                                          EG-20
                                                   August, 1982
    (E)  Feeding.  The fish should not be fed during the test.

    (e)  Reporting .  (1)  The sponsor should submit to the EPA

all data developed by the test that are suggestive or predictive

of toxicity.

    (2)  In addition to the reporting requirements prescribed in

Part 792--Good Laboratory Practice Standards the reported test

data should include the following:

    (i)  Details of the test procedures used (e.g. static, semi-

static, flow-through, aerated, etc.).

    (ii)  Information about the test organism (scientific name,

strain, supplier, any pretreatment, etc).

    (iii)  The concentrations  tested.

    (iv)  The number of fish in each test chamber and the loading

rate.

    (v)  The methods of preparation of stock and test solutions.

    (vi)  The dissolved oxygen concentrations,  pH values,

temperature, total hardness of the test solutions measured each

24 hours and any other available information on water quality.

    (vii)  Any available information on the concentrations of the

test chemical in the test solutions.

    (viii)   The maximum concentration causing no mortality within

the period  of the test.

    (ix)  The minimum concentration causing 100 percent mortality


                               12

-------
                                                          EG-20
                                                   August,  1982
within the period of the test.

    (x)  The cumulative mortality in each concentration according

to the recommended observation times.

    (xi)  The LC50 values (based on nominal concentrations) at

each of the recommended observation times (with 95 percent

confidence limits, if possible).

    (xii)  A graph of the concentration-mortality curve at the

end of the test.

    (xiii)  The statistical procedures used for determining the

LC50 values.

    (xiv)  The mortality of the control animals.

    (xv)  Any incidents in the course of the test which might

have influenced the results.

    (xvi)  Any abnormal responses of the fish.

    (xvii)  A statement that the test was carried out in

agreement with the prescriptions of the Test Guideline given

above (otherwise a description of any deviations occuring).

    (f)  References.

    (1)  APHA.  1975.  American Public Health Association,

American Water Works Association, Water Pollution Control

Federation.  Standard methods for the examination of water and

wastewater, 14th ed. New York:  American Public Health

Association.


                                13

-------
                                                           EG-20
                                                   August,  1982
    (2)  Committee on Methods for Toxicity Tests with Aquatic

Organisms.  1975.  Methods for acute toxicity tests with  fish,

macroinvertebrates and amphibians.  Corvallis, Oregon:  U.S.

Environmental Protection Agency.  EPA-660/3-75-009.

    (3)  Finney AJ.  1978.  Statistical methods in biological

assay.  Weycombe:  U.K.  Griffin Ltd.

    (4)  Litchfield JT, Wilcoxon F.  1947.  A simplified  method

of evaluating dose-effect experiments.  J. Pharm.  Exp. Ther.

96:  99-1113.

    (5)  Peltier W.  1978.  Methods for measuring the acute

toxicity of effluents to aquatic organisms.  Cincinnati,  Ohio:

U.S. Environmental Protection Agency.  EPA-600/4-78-012.

    (6)  Sprague JB.  1969.  Measurement of pollutant toxicity to

fish.   I:  Bioassay Methods for Acute Toxicity.  Water Research

3:  794-821.

    (7)  Stephan CE.  1977.  Methods for calculating an LC50.

In:  Mayer FL, Hamelink JL. eds.  Aquatic Toxicology and  Hazard

Evaluation.  ASTM STP 634.  American Society for Testing  and

Materials,  pp. 65-84.

    (8)  Tabata K.  1972.  Quality control of Japanese rice fish

for TLm-test.  Water and Effluent 14:  1297-1303.
                                14

-------
                                  EG-21,  OECD
                                  August,  1982
        FISH BIOCONCENTRATION TEST
        OFFICE OF TOXIC SUBSTANCES
OFFICE OF PESTICIDES  AND  TOXIC SUBSTANCES
   U.S.  ENVIRONMENTAL PROTECTION AGENCY
          WASHINGTON, D.C. 20460

-------
Office of Toxic Substances                              EG-21
Guideline for Testing Chemicals                  August,  1982
                    FISH BIOCONCENTRATION TEST



    (a)  Purpose.  This guideline  is to  be used for

assessing the propensity of chemical substances to

b ioconcentrate in fish.  This guideline  describes a

bioconcentration test procedure for the  continuous exposure

of fish to a test substance in a flow-through system.   The

United States Environmental Protection Agency (EPA) will use

data from this test in assessing the hazard a chemical  may

present to the environment.

    (b)  Eief initions .  The definitions in section 3 of  the

Toxic Substances Control Act (TSCA) and  in Part 792—Good

Laboratory Practice Standards are  applicable to this test

guideline.  The following definitions also apply:

    (1)  "Bioconcentration" is the increase in concentration

of test material in or on test organisms (or specified

tissues thereof) relative to the concentration of test

material in the ambient water.

    (2)  "Bioconcentration factor  (BCF)" is the ratio of the

test substance concentration in the test fish (Cg) to the

concentration in the test water (C ) at  steady-state.

-------
                                                        EG-21
                                                 August,  1982
    (3)  "Depuration or clearance or elimination"  is  the

process of losing test material from the  test  organisms.

    (4)  "Depuration rate constant  (k2) ^s  tne

mathematically determined value that is used to  define the

depuration of test material from previously exposed  test

animals when placed  in untreated dilution water,  usually

reported in units per hour.

    (5)  "Steady-state or apparent  plateau" is a condition

in which the amount  of test material being  taken  up  and

depurated is equal at a given water concentration.

    (6)  "Uptake  (u)" is the process of sorbing  test

material into and/or onto the test  organisms.

    (7)  "Uptake phase" is the time during  the test  when

test organisms are being exposed to the test material.

    (8)  "Uptake rate constant (k]_)" is the mathematically

determined value that is used to define the uptake of  test

material by exposed  test organisms, usually reported  in

units of li ters/gram/hour .

    ( c )  Test procedures — (1)  Summary of the  test.   ( i)

The test compounds'  water solubility, n-octanol/water

partition coefficient and stability in water (hydrolysis,

photolysis and microbial degradation) should be  known  prior

to testing.  The 24  and 96 hour LCSO's for  the fish  species

-------
                                                        EG-21
                                                 August,  1982
to be used in the study should also be  known.   These  data

should be based on test substance  concentrations  measured

during a flow-through acute toxicity test.

    (ii)  The procedure proposed is applicable  to organic

chemicals that are not readily degradable  in a  microbial

degradation test, relatively stable in  the  aquatic

environment and soluble in water at <1 mg/1.

    (iii)  Before any biological experiments are  carried

out, the analytical method for the particular substance

should be tested.  It should be shown experimentally  on  both

water and organisms that the recovery as well as  the

reproducibility are satisfactory.  Blank samples  (of  water,

solvents, etc.) should regularly be analyzed to ensure that

no contamination occurs.  The detection level should  be

determined and no quantification should be  based  on signals

which are less than 2.5 times the  instrument noise.

Organisms and water samples should be removed in  such a  way

that no contamination or losses by adsorption occur.

    (iv)  This Guideline describes a procedure  for

characterizing the bioconcentration potential of  chemicals

in aquatic biota.  Parameters used to characterize the

bioconcentration potential include the uptake rate constant

(k]_),  the depuration rate constant (k2)' and the  steady-

state bioconcentration factor, BCF (k-L/k2).

-------
                                                        BG-21
                                                 August,  1982
    (v)  Each of three separate groups  of  test organisms  of

the same species is exposed to a different concentration  of

the test material in water; 0, x, and lOx  mg/1,  where  x is

defined by analytical and  toxicological  boundaries.   The

duration of the uptake phase  (3 hrs  to  30  days)  and

depuration phase (6 hrs to 60 days)  varies  according  to the

time required to reach the desirable percent  of  steady-state

which  is roughly estimated before the test starts.   During

both phases of the test, organisms and  water  are

periodically removed from  the test chambers and  analyzed  for

the test material.

    (vi)  The uptake rate  constant,  depuration rate

contant(s), bioconcentration factor, and their confidence

limits are calculated from the model that  best describes  the

measured concentrations of test material in the  organisms

and water at any point in  time.

    (2)  [Reserved]

    (3)  [Reserved]

    (4)  Definitive test—(i)  Test  solution  preparation.

The test material should be added to the dilution water with

minimal use of solvents or other carriers.  Several  systems

adaptable to flow-through  tests have been  described  for

saturation of water with relatively  insoluble test materials

-------
                                                        EG-21
                                                 August,  1982
(Chadwick and Kugeragi  1968, Borthwick et al.   1977, Veith

and Comstock  1975).  Acetone, dime thylf ormamide , ethanol,

methanol, and triethylene glycol are the solvents

recommended for use in preparing stock solutions.   The

concentration of solvent in any test solution should not

exceed 0.1 ml/liter in flow-through tests.

    (ii)  Exposure concentrations.  Test fish should be

exposed to two or more concentrations of test material  in

water under flow-through conditions.  As a guidance, the

highest concentration should be less than one-tenth of  the

threshold or incipient LC50 for the test species and at

least 10 times higher than the detection limit  in water and,

if possible, each exposure concentration should differ  from

another by a factor of ten.

    (iii)  Test duration—(A)  Estimation of the uptake

phase.  (_1)  As a guideline, the statistically  optimum

duration of the uptake phase (u) is near the midpoint of an

uptake curve plotted on semi-log paper, or u =  1.6/k2'  ^ut

not more than 3.0/k2, which is equivalent to 95 percent of

steady-state (Reilly et al.  1977).  A ore-test estimate of

^2 maY be obtained from:

    (_i_)  A test with the same compound and a different

species.

-------
                                                        EG-21
                                                 August,  1982
    ( ii)  A test with a similar material.

    ( i i i )  The results of a preliminary range-finding  test.

    (iii)  Water solubility data.

         log k2 = o.43 log(s) - 2.11

         where (s) is the aqueous solubility in ppm.

    ( iv )  _n-octanol/ water partition coefficient data,

         log k2 = -0.414 log (PQW) + 0.122

         where (PQW) is the n-octanol/water partition

coeff icient.

    (_2_)  The duration of the uptake phase (u) for a  test

material with log Pow = 3 would be:

         log k2 = 0.414 (3) + 0.122 = -1.12
         ,k2 = 0.0759
         u = 1.6/0.0759 = 21 hours

Similarly, for a test material having a log Kow = 6, the

duration of the uptake phase (u) would be:

         log k2 = -0.414 (6) + 0.122 = -2.362

         k2 = 0.0043

         u = 1.6/0.0043 = 372 hours (16 days)

    (B)  Estimation of the depuration phase.  Two times u is

usually sufficient time for about 95 percent removal of the

body burden (tj/2 = 0.69/k2), but several biological or

analytical factors may suggest equally acceptable

-------
                                                        EG-21
                                                 August,  1982
guidelines.  Some compounds follow more complex

uptake/depuration behavior than a simple  two  compartment  (Cw

and Cf), two parameter (k]_ and k2) model.  For these

compounds, longer depuration periods are  advisable.   On the

other hand, the depuration time will most  likely be

restricted by the lower limit of analytical detection for

fish.

    (iv)  Sampling schedule.  (A)  As a guideline, no fewer

than four uptake sampling times and five  depuration sampling

times should be spaced throughout the duration of  the

experiment, according to the following fractions of the total

time (Tt):  first at 0.0278 Tt, second at  0.0556 Tt,  third

at 0.1111 Tt, fourth at 0.2222 tfc, fifth  at 0.3333 Tt (this

is the optimum change-over time), sixth at 0.5000 Tt,

seventh at 0.6667 Tt, eighth at 0.8333 Tt, and ninth  at

1.000 Tfc.  Table I contains examples of acceptable sampling

schedules for bioconcentration tests with  test materials

with a log PQW = 3.0 and Log Pow = 6.0.

-------
                                                83-21




                                          August, 1982








TABLE I—ACCEPTABLE SAMPLIN3 SCHEDULES FOR BICCONCENTRATION TESTS
Test
Phase





Uptake









Depuration

Terminate

Action log
Start test
Add fish








Trans f er
fish to
untreated
water



test

Sampling^
Pow = 3
Hours
-1
0
0.5
1.0
1.5
2
4
7
13
20
24



30
40
50
60

Times
Log Pow = 6
Days
-2
-1
0
0.5
1.0
1.4
2.8
5.7
11
17
20



26
34
43
51

No. water
samples
1
2
2
2
2
2
2
2
2
2
2



2
2
2
2
28
No. fish
samples





4
4
4
4
6




4
4
4
6
40
^ Samples taken after a minimum of 3 tank volumes have been delivered.







     (v)   Sampling procedures.   (A)   It is advisable  to



analyze  both  water and organism samples  as soon as possible



after  they  have been collected  to  prevent degradation or



loss of  test  material and to  determine approximate uptake



and depuration rate constants as  the test proceeds.  If



samples  cannot be analyzed immediately,  it is sometimes



appropriate to extract the test material into a solvent,



rendering it  inert or easier  to store until it can be



analyzed .

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                                                        EG-21
                                                 August,  1982
    (B)  Water samples should be obtained  by siphoning

through glass tubing from  the most  central  point  in the  test

tank.   The sample vessel and siphon should  be  rinsed  with

the test solution before collecting the  sample.

    (C)  Water samples are best collected  directly  into

glass  vessels of appropriate volume from which  the  test

material can be extracted or analyzed.   These  vessels might

include separatory funnels in the case of  organic compounds,

or scintillation vials for radioactive test materials.

    (D)  If significant amounts of particulate  matter are

present in the water sampled, a second sample should  be

taken and analyzed after centrifuging to determine  whether

test material was adsorbed on the particulate  matter  rather

than dissolved.

    (E)  Water samples containing highly persistent test

materials can be stored frozen in plastic  containers  for

later analysis.  Care should be exercised  to avoid  use of

containers which could sorb or contaminate samples.   With

most organic test materials, and especially those tending  to

degrade easily, a better practice is  to  extract them  from

the water and store them under refrigeration in solvent  in

tightly sealed glass vials.

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                                                        EG-21
                                                 August,  1982
    (F)  When removing test organisms  for analysis,  they

should be netted or trapped in a random manner  with  as

little disturbance as possible.  If  two or more test

material concentrations are present, separate nets should  be

used for each concentration.  Organisms should  be rinsed

with dilution water if accompanied by  extraneous matter,

blotted dry, and killed by pithing the brain with a

dissecting needle or by severing the spinal cord above  the

opercular region with scissors.  They should then be

individually weighed and a record made to permit association

of the weight with the sample.

    (G)  Fish may be analyzed as whole fish or  as portions,

e.g.,  edible portion (muscle), viscera, remaining carcass,

etc.  Specific organs may also be analyzed if sufficient

biomass is available.  If results based on body portions are

desired, after the fish is killed it should be  eviscerated,

taking care not to puncture any parts of the visceral

portion which could leak body fluids and possibly cause

contamination of the remaining portions.  The edible portion

or muscle may be removed with a scalpel, blotted dry, and

weighed before storing or analysis.  The remaining carcass

should be weighed before being stored or analyzed.   It  is

necessary to record data for each portion for each


                                10

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                                                        BG-21
                                                 August,  1982
individual fish so that whole body data can be reconstructed

based on the sum of the parts.

    (H)  After weighing, the sample is usually ground or

homogenized to promote extraction of  test material  or to

enhance solution of the tissue.  Procedures for grinding,

extraction, separation of impurities, determination of  lipid

content, etc., are described in the U.S. Food and Drug

Administration's Pesticide Analytical Manual  (1975)  or  the

U.S. Environmental Protection Agency's Manual of Analytical

Methods for the Analysis of Pesticide Residues in Human and

Environmental Samples (1974).

    (I)  When determining the bioconcentration of test

materials which concentrate in lipids, it is  often  desirable

to determine the percent of the total tissue  weight made  up

by lipids.   Results between samples are frequently  less

variable when based on lipid weight rather than on  total

weight  (Reinert 1970).

    (J)  Organism samples can be wrapped in acetone-rinsed

foil, placed in glass jars and frozen if they are not to  be

analyzed immediately.

    (5)  Test results.  (i)  Most bioconcentration  data can

reasonably be described with a simple two-compartment/two-

parameter model as shown by a straight line depuration


                                11

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                                                        BG-21
                                                 August,  1982
profile plotted on semi-log paper.  If the depuration
profile does not appear to be a straight line, then more
complex models can be employed (Blau et al. 1975).  Typical
variations from the simple model include a third parameter
to describe the rate of metabolism of the parent compound or
two additional parameters to describe redistribution of the
parent compound within the body of the fish.  If the best
model is in question, it may be worthwhile to estimate
parameters for the models in question and to compare the
likelihood index of each model according to statistical
tests (Blau et al. 1975).
    (ii)  Graph paper method for depuration rate constant.
Plot each concentration of the test material found in fish
at each sampling time on semi-log paper.  The slope of that
line is K:
   tcfi
       10



*2 " * 1
* t-<2
kj units • t~l


                                                     [t—1
                               12

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                                                       BG-21

                                                August, 1982
    (iii)  Graph paper method for uptake rate constant.



Given ^21 calculate k^ as follows:





    k     .   .  __5«_*2	
    j^     _    __^    .•     •.«•


              Cw  (1-e   2 )







The value of Cf is read from the smooth uptake/depuration



curve near the uptake raid-point on serai-log paper.



    (iv)  Computer method for calculating uptake and



depuration rate constant.  The preferred means for obtaining



the bioconcentration factor and k^ and k2 rate constants is



to use nonlinear parameter estimation methods on a digital



computer.  Two such programs are BIOFAC (Dow) and NONLIN



(Proctor and Gamble).  These programs find values for k^ and



k2 given a set of sequential time concentration data and the



model:
                       -k,t
      r   •
      S*
                                -k2tc               t_ <. t
                                13

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                                                        EG-21
                                                August,  1982
    This approach provides standard deviation estimates of

k-^ and k^/ and BIOFAC statistically weights the analytical

and biological variation of the fish concentration data.

These and other non-linear parameter estimation programs are

readily available for most computers accepting the Fortran

IV language or can be made available from a time-sharing

service bureau; they are currently being used by many

bioconcentration testing laboratories.

    (v)  Validity of the test results.  (A)  Scientific

judgement rather than rigid criteria should be exercised in

accepting or rejecting bioconcentration test results.

    (3)  Calculated BCF values based on an octanol/water

partition coefficient have a very wide confidence margin

(greater than jf 100 percent), but the quality of the value

may be better (narrower confidence margin) than an

experimental value from a poorly designed study.  Generally,

the confidence margins for well designed studies approach _+

20 percent.  Acceptable bioconcentration data should be

reported with confidence margins.

    (C)  Other criteria for judging the quality of

bioconcentration data include the following guidelines:

    (_1_)  Percent mortality or adverse effect in control or

treated organisms (suggested guideline, 10 percent).


                                14

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                                                        BG-21
                                                 August, 1982
    (2)  Percent effect of dose on uptake/depuration rate

constants (suggested guideline  20 percent).

    (_3_)  Percent variation in Cw  (suggested  guideline,  20

percent) except for  the initial dip  that may approach 50

percent during the first few days of  exposure.

    (_4_)  Temperature and dissolved oxygen should not vary

nore than    _+_ 1°C and +_ 3 mg/liter.

    (_5_)  The importance of actually  visualizing  an apparent

plateau has been a subject of recent  debate.   It is

suggested that 80 per-cent of steady-state (^-1/^2^ in anv

tissue with a confidence margin of +_ 20  percent  is more than

sufficient to estimate high quality  rate constants for

compounds with BCF <10,000.  For compounds  with  BCF  >10,000

it may be desirable  and acceptable to terminate  the  uptake

phase after a few days not to exceed  28  days  even though <

80 percent: of steady-state was  reached.

    (_6_)  A clearly defined uptake/depuration profile is an

indicator of high quality bioconcentration data.

    (6)  Analytical  measurements  (i)  Prior to  analyzing

fish or water for the test substance,  control samples should

be spiked with several different concentrations  of the  test

substance and then analyzed.  Final  values  of  GW and Cf

should be corrected  for recoveries and background.


                                15

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                                                        EG-21
                                                 August,  1982
    (ii)  Analytical detection limits of test substance  in

both fish and water should be determined before  the

bioconcentration test begins and should be documented  in the

protocol.  As a guideline/ the limit of detection may  be

defined as a signal 2.5 times higher than the background

noise level.

    ( iii)  If possible, results reported as "not detected at

the limit of detection" should be minimized by pre-test

method development and experimental design.  These results

cannot be used for rate constant calculations.  The units Cw

and Cg should both be expressed either as ppm or ppb.

    (d)   Test conditions — Test species—•(!)  Selection.

(i)  The procedures regarding selection of which species to

test, their source, handling, holding, disease treatment,

acclimation, and quality assurance prior to and during

testing  should be those given in Committee on Methods  for

Toxicity Tests with Aquatic Organisms (1975).

    (ii)  The freshwater fish species used most frequently

in bioconcentration tests have been rainbow trout, bluegill,

and fathead minnows.   The most commonly used marine fish

have been spot, sheepshead minnows, silvers ides, shiner

perch,  English sole,  staghorn sculpin and 3-spine

sticklebacks.  These species are more readily available  than

most others and can be obtained in convenient sizes.


                               16

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                                                       EG-21
                                                August,  1982
    (2)  Facilities — (i)  Construction materials.

Construction materials and commercially purchased equipment

that may contact any water into which test organisms are

placed should not contain any substances that can be leached

or dissolved by the water.  Glass, $316 stainless steel, and

pertluorocarbon plastics should be used whenever possible to

minimize leaching, dissolution, and sorption.  Some will be

more suitable than others for use with specific test

materials.  Unplasticized plastics, cast iron, and concrete

can be used for holding and acclimation tanks and in the

water supply system.  Rubber, copper, brass, galvanized

metal and lead should not come into contact with dilution

water, stock solutions, effluent samples or test solutions.

    (ii)  Toxicant delivery system.  (A)  One of several

toxicant delivery systems can be used successfully,

including the proportional diluter (Lemke et al. 1977).

Diluters are accurate over extended periods of time, are

relatively trouble-free, and have fail-safe provisions.

However, proportional diluters often require that

laboratories have more than 8 feet of headroom.  A small

chamber to promote mixing of test material-bearing and

dilution water should be used between the diluter and test

chambers for each concentration.  Design alterations, such


                                17

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                                                        EG-21
                                                 August,  1982
as modification  to deliver duplicates  of only  two  or  three

concentrations,  are easy  to make  (Jarvinen  et  al.  1977).

    (B)  Pump systems are relatively simple  to  understand

and use, require little space, and  can be quite accurate.

Some investigators have found metering  pumps to maintain

less variable test concentrations  than piston  operated

pumps.

    (C)  The performance  of the toxicant delivery  system

should be checked before  and during each test.   This  should

include determination of  the flow  rate through  each test

chamber and measurement of either  the  concentration of

toxicant in each test chamber or  the volumes delivered  by

each portion of the delivery system.   The general  operation

of the toxicant delivery  system should  be checked  daily

during the test.

    (D)  The flow rate through the  test chambers should be

at least five volume additions per  24  hours, but should take

into account the size of  the test  chamber,  the  size of  the

test organisms and the loading.   It is  usually  desirable to

construct the metering system so  that  it can provide  at

least ten volume additions per 24 hours.  The  flow rates

through the test chambers should  not vary by more  than  20

percent from any one test chamber  to any other  or  from  one

time to another within a  test.


                               18

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                                                        EG-21
                                                August,  1982
    (iii)  Test chambers.  Each of the height and width

dimensions of the test chamber should be at least 1.5  times

the largest horizontal dimension of the test organism.  A

minimum volume of one liter per fish is crowded but

satisfactory for fish up to 15 g; large volumes to fish

weight ratios are preferred to minimize the initial Cw dip

and to help maintain the dissolved oxygen concentration.

    (iv)  Cleaning.  Metering systems, test chambers,  and

equipment used to prepare and store dilution water, stock

solutions, and test solutions should be cleaned before

use.  New equipment should be washed with detergent and

rinsed with water, pesticide-free acetone, water, acid (such

as 5 percent concentrated nitric acid), and twice with tap

or other clean water.  At the end of every test, all  items

that are to be used again should be immediately emptied,

rinsed with water, cleaned by a procedure appropriate  for

removing the test material (e.g., acid to remove metals and

bases; detergent, organic solvent, or activated carbon to

remove organic compounds), and rinsed twice with tap or

other clean water.  Acid is useful for removing mineral

deposits, and 200 mg of hypochlorite/liter is useful for

removing organic matter and for disinfection.  A solution

containing 200 mg hypochlorite per liter is conveniently


                                19

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                                                        EG-21
                                                 August,  1982
prepared by adding 6 ml of liquid household  chlorine  bleach

to 1 liter of water.  However, acid  and  hypochlorite  should

not be mixed because hazardous fumes may be  produced.

Metering systems and test chambers should  be  rinsed with

dilution water just before use.

    (v)  Dilation water—(A)  General requirements.   (JJ   An

adequate supply of dilution water that is  acceptable  to the

test organisms and to the purpose of the test should  be

available.  A minimum criterion for  an acceptable  dilution

water  is that healthy test organisms will  survive  in  it for

the duration of acclimation and testing  without showing

signs of stress, such as discoloration or  unusual

behavior.  A better criterion for an acceptable freshwater

dilution water is that test organisms will survive, grow,

and reproduce satisfactorily in it.

    (^)  If the dilution water is or is  prepared from

dechlorinated water, it should be shown  that  in fresh

samples of the dilution water either (_i_) the  concentration

of residual chlorine is less than 3  mg/liter  or (ii)  Acartia

tons a, mys id shrimp, oyster larvae,  or first  ins tar daphnids

can survive for 48 hours without food.   The dilution  water

should be assayed for the selected test  material.
                                20

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                                                        HG-21
                                                 August,  1982
    (B)  Fres hwater.  Because daphnids  are  more  sensitive to

many toxicants than most other  readily  available freshwater

aquatic animals, water in which first ins tar  daphnids  will

survive for 48 hours without food  is probably acceptable for

most short-term tests with freshwater animals.   Water  in

which daphnids will survive, grow, and  reproduce

satisfactorily should be an acceptable  dilution  water  for

longer tests with freshwater animals.

    (C)  Estuarine and marine water.  Because Acartia  tons a,

mys id shrimp, and oyster larvae are more  sensitive  to  many

toxicants than most other estuarine and marine aquatic

animals,  water in which they will  survive for 48 hours

without food is probably acceptable for most  short-terra

tests with estuarine and marine animals.  Water  in  which

Acartia tonsa or mys id shrimp will survive, grow, and

reproduce satisfactorily should be an acceptable dilution

water for longer tests with estuarine and marine animals.

    (e)  Reporting .  In addition to the reporting

requirements prescribed in Part 792--Good Laboratory

Practice Standards, the test report should  include  t.ie

following information:
                                21

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                                                       HG-21
                                                August, 1982
    (1)  A detailed description of the test material,

including its source, lot number, composition (identity and

concentration of major ingredients and major impurities),

known physical and chemical properties, and identity and

concentration of any carriers (solvents) or other additives

used;

    (2)  The source of the dilution water, its chemical

characteristics, and a description of any pre-treatment;

    (3)  Detailed information about the test organisms,

including scientific name and how verified (and strain for

salmonids when appropriate), weight (wet, blotted dry),

standard length of fish, height of bivalve molluscs, age,

life'stage, source, history, observed diseases, treatments,

acclimation procedure, and food used;

    (4)  A description of the experimental design and

metering system;

    (5)  Description of tissue and water samples analyzed,

and methods used to obtain, prepare, and store them;

    (6)  Methods used for, and results (with standard

deviation) of all chemical analyses of water quality and

concentration of test material in tissue and water,

including validation studies and reagent blanks;
                                22

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                                                       EG-21
                                                August, 1982
    (7)  The steady-state bioconcentration factor, the

uptake and depuration rate constants, the confidence

(_+_ standard deviation) and the method of computations/data

analysis;

    (8)  Anything unusual about the test, any deviation from

these procedures, and any other relevant information.

    (f)  References

    (1)  Blau GE, Neely WB, Branson DR.  1975.

Ecokinetics:  a study of the fate and distribution of

chemicals in laboratory ecosystems.  AICHE Jour. 21:854-861»

    (2)  Borthwick PW, Tagatz ME, Forester J.  1977.  A

gravity-flow column to provide pesticide-laden water for  ;.

aquatic bioassays.  Bull. Environm. Contam. Toxicol. 13:183-

187.

    (3)  Chadwick GC, Kugemagi V.  1968.  Toxicity

evaluation of a technique for introducing dieldrin into

water.  J. Water Pollut. Control Fed. 40: 76-82.

    (4)  Committee on Methods for Toxicity Tests with

Aquatic Organisms.  1975.  Methods for acute toxic ity tests

with fish, macroinvertebrates, and amphibians.  Corvallis,

Oregon:  U.S. Environmental Protection Agency.  EPA-660/3-

75-009.
                                23

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                                                        EG-21
                                                 August, 1982
     (5)   Jarvinen AW,  Hoffman MJ,  Thorslund TW.   1977.

 Toxicity  of  DDT  food  and  water exposure to fathead

 minnows.   Duluth,  Minnesota:   U.S.  Environmental Protection

'Agency;   EPA-600/3-76-114.

     (6)   Lemke AE,  Brungs WA,  Halligan BJ.  1978.   Manual

 for  construction and  operation of  toxicity testing

 proportional diluters.   Duluth,  Minnesota:  U.S.

 Environmental Protection  Agency.   EPA-600/3-78-072

     '(17).'  Re illy  PM, Bajramovic R,  Blau GE, Branson DR,

_Sau$rh,Qff  MW. '1977.   Guidelines  for the optimal design of

 experiments  to estimate parameters  in first order kinetic

 models.   Can. J.  Chem.  Eng.   55:  614-622.

     (8)   Reinert RE.   1970.   Pesticide concentrations  in

 Great  Lakes  fish.   Pest.  Monit.  J.  3(4): 233-240.

     (9)   US EPA.   1974.  Analysis  of  human or animal adipose

 tissue.   In:  Thompson JF,  ed.   Analyses of Pesticide

 Residues  in  Human and  Environmental  Samples.

     (10)   USEPA.   1975.   U.S.  Food  and Drug

 Administration.   Pesticide  Analytical Manual.   Vol. 1.

 Rockville, Md.

     (11)   Veith  GD, Cornstock  VM.   1975.  Apparatus for

 continuously saturating water with  hydrophobic organic

 chemicals.   J. Fish.  Res. Board  Can.  32:  1849-1851.


                                24

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50272 -101
 REPORT DOCUMENTATION
        PAGE
                         1. REPORT NO.
EPA 560/6-82-002   Part  2
4. Title and Subtitle
  Environmental Effects Test Guidelines
7. Author(s)
9. Performing Organization Name and Address
   Office of  Pesticides and Toxic Substances
   Office of  Toxic Substances (TS-792)
   United States Environmental Protection Agency
   401 M Street, S.W.
   Washington.  D.C.   20460	
 12. Sponsoring Organization Name and Address
3. Recipient's Accession No.
  PB82-232992
                                                                           5. Report Date
                                                                            August, 1982
                                                                           8. Performing Organization Rept. No.
                                                 10. Project/Task/Work Unit No.
                                                 11. Contract(C) or Grant(G) No.

                                                 (C) ,

                                                 (G)
                                                                           13. Type of Report & Period Covered

                                                                             .Annual.
                                                                            14.
 IS. Supplementary Notes
 16. Abstract (Limit: 200 words)

   These documents  consitute a set  of 21 environmental effects test guidelines  (and,
   in some cases, support documents) that may be  cited as  methodologies  to be used
   in chemical specific test rules  promulgated under Section 4(a)  of the Toxic ^
   Substances Control Act (TSCA).   These guidelines cover  testing  for invertebrate
   toxicity,  aquatic vertebrate toxicity, avian toxicity,  phytotoxicity^and,^^
   bioconcentration.   The guidelines will be published in  loose  leaf form'" ana1"
   updates will be  made available as changes are  dictated  by experience  and/or
   advances  in the  state-of-the-art.
 17. Document Analysis a. Descriptors
    b. Identifiers/Open-Ended Terms
    c. COSATI Field/Group
 18. Availability Statement
    Release unlimited
                                  19. Security Class (This Report)
                                     Unclassified
                                                            20. Security Class (This Page)
                                                               Unclassified
                                                                                       21. No. of Pages
                                                                                       22. Price
(See ANSI-Z39.18)
                                           See Instructions on Reverie
                                                            OPTIONAL FORM 272 (4-77)
                                                            (Formerly NTIS-35)
                                                            Department of Commerce

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