Educator Guide Flight of the Butterflies Educator Guide Table of Contents Welcome Monarch Butterflies – Background Information



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Educator Guide




Flight of the Butterflies

Educator Guide

Table of Contents
Welcome
Monarch Butterflies – Background Information
Educational Content in the Film
Education Standards
Planting A Butterfly Garden

An Activity for All Grade Levels

K-2 Classroom Activities

Getting To Know Your Caterpillars

What Is A Butterfly Habitat? Make a Wall Mural

Monarch Migration Game
3-6 Classroom Activities

Keying Out Kids

How Far Can A Butterfly Glide?

Insect Metamorphosis – A Bug’s Life

The Very Hungry Caterpillar

Warning Coloration

You Don’t Taste the Way You Look: Understanding Mimicry
7-12 Classroom Activities

Schoolyard Phenology

Rearing Monarch Larvae

Monarchs in the Balance Dilemma Cards

How Many Grandchildren?

Comparing Butterflies and Moths
Vocabulary
References

Acknowledgements

Welcome to the Fascinating World of the Monarch Butterfly!

Most school science curriculum includes the study of butterflies as well as concepts of migration, ecology, biodiversity and the process of scientific discovery.
This Educator Guide summary provides science information for educators, a source of curriculum specific activities, vocabulary, and web and print resources for further investigation. More detailed educational activities and background information on the film, Flight of the Butterflies, are included on the enclosed disc of Educational Support Material and on the project web site www.flightofthebutterflies.com/learningcentre.
Flight of the Butterflies is now available in Giant Screen/IMAX® 3D and 2D theaters worldwide and could be playing in your area. Some theaters are part of museums with live butterfly pavilions. We encourage you to schedule a field trip to see the film in conjunction with exploring activities in this Educator Guide and Support Materials. By seeing the film, students will gain an appreciation for the monarch butterfly, its remarkable ability to navigate, orient and migrate, the unique Super Generation that makes the longest known insect migration on Earth, why and how hundreds of millions of butterflies migrate thousands of miles every year, and how their over-wintering sites were discovered.
The University of Minnesota’s Monarchs in the Classroom program provided valuable input for this project, the U.S. National Science Foundation (NSF) provided generous funding, and the project’s advisory team includes several of the world’s top monarch butterfly experts, who continue to follow and scientifically investigate the monarch and its migration from Canada, across the U.S. to Mexico.

The study of the monarch also fits in very well with the growing area of Citizen Science/Science Engagement efforts established around the world. Thousands of individuals contribute to our knowledge of monarch biology and conservation by providing data to various research programs such as those from the Monarch Larva Monitoring Project, Journey North and Monarch Watch, as well as others. In fact, citizen scientists played a vital role in helping Dr. Fred Urquhart search for and discover the monarchs’ overwintering sites in the mountains of Mexico – a story also told in the film.

We are sure that the film and this Educator Guide package will stimulate your young students to make the next great discoveries about the monarch butterfly. We wish you the very best in your exploration of monarchs and salute you for the work you do everyday in the classroom.
Sincerely,
Jonathan Barker Jim O’Leary

President, SK Films Senior Scientist, Maryland Science Center

Executive Producer, Flight of the Butterflies NSF Principal Investigator

www.flightofthebutterflies.com www.marylandsciencecenter.org

Monarch Butterflies

Background Information


History of Discovery

The monarch butterfly is an ancient tropical species, millions of years old. Thought to have originated in the Mexican and Central American mountains and valleys, it eventually invaded warming northern regions driven by its search for its precious food source, the milkweed plant. Milkweed thrives in disturbed soil, and its northward spread followed the development of civilizations in North America as Europeans arrived and cut down forests and cleared the land. Additionally, as the planet warmed, milkweed spread all over the U.S. and up into Canada, and monarch migratory paths closely followed milkweed sources.






Adult monarch butterfly (Danaus plexippus)
The butterfly’s Latin name is Danaus plexippus, inspired by the Greek myth of Danaus, whose daughters fled their homeland to avoid forced marriages. The long monarch journey recalls the daughters' flight. The Giant Screen film opens with a monarch called Dana.


King William III, Prince of Orange

Early U.S. settlers from Europe named the monarch after the popular British King William III, Prince of Orange (1650 to 1702). Others nicknamed it the King Billy butterfly (short for William), and still others named it the milkweed butterfly (for the sole food source for the larvae/caterpillar stage).



Norah and Fred Urquhart
Dr. Fred Urquhart, his wife Norah and their team spent almost 40 years to find the monarch overwintering sites in Mexico. They spent many years perfecting the right tag that would stay attached to the front wing. They started the Insect Migration Association and recruited and taught thousands of volunteers in Canada and the U.S. to tag butterflies in hopes of understanding their migratory paths and finding where they disappeared for months at a time.


August, 1976 National Geographic featured the monarch sanctuaries’ discovery (Courtesy: National Geographic)
One of Dr. Urquhart’s first volunteers in Mexico – Ken Brugger and his wife Catalina Aguado found the butterflies’ winter roost on Cerro Pelon in central Mexico in 1975. A National Geographic article by Bianca Lavies featured the discovery in the August, 1976 issue.


Butterfly sanctuary (Reba Batalden)

When Urquhart finally visited the Mexico sanctuary with Norah, Ken, Catalina and Bianca, he still did not know whether these were indeed the same butterflies that came all the way from the northern U.S. and southern Canada. While Urquhart was resting on a log, one of the branches broke off and many butterflies cascaded to the ground. He noticed a white object and realized it was a tag – one of his, applied by two schoolboys in Minnesota, Dean Boen and Jim Street, with their teacher, Jim Gilbert. There is often quite a bit of luck in scientific research and discovery!

Monarch Butterfly Features/Senses

Male and female monarchs (Monarch Watch)
The adult butterfly weighs about half a gram with four wings and six legs – though the first pair is held so closely to the body that to most people it appears that the butterfly only has four legs. Females are darker colored and have wider bands of black scales along the veins. Males are slightly larger with two black pouches along a vein next to the abdomen.
Studies continue about monarch males and whether they produce pheromones, which they may secrete through special glands on the wings. But in contrast to their close relatives, monarchs do not require pheromones for successful mating. Scientists are still studying what role, if any, pheromones play in monarch mating rituals.


Monarch compound eye (Michelle Solensky)
Monarchs’ large compound eyes are composed of thousands of tiny lenses, usually hexagon-shaped, called ommatidia, which gather and focus light. Monarchs also perceive ultraviolet and polarized light. Light travels in many directions – or planes – horizontally and vertically. This is what causes glare on a sunny day. Polarized sunglasses eliminate glare by reducing the number of planes of light you see. Monarchs have the natural ability to see polarized light. Variation in the polarization patterns in the sky allows many insects, and probably monarchs, to tell the position of the Sun even under cloudy conditions, thus facilitating orientation and navigation.

Monarchs sense much of their taste and smell from specialized receptors in their antennae, feet and mouth parts. Smell and moisture receptors on the antennae allow butterflies to sense the odors of flowers, water, host plants and perhaps each other. Females are equipped with a special set of probes or spikes on the first pair of legs that are rapidly tapped on leaves to “taste” the leaves to determine whether the plant being tested is an acceptable place on which to lay an egg.

Hairs on the head probably aid monarchs in flight by sensing wind direction and speed. Other receptors, called proprioceptors, are sensitive to the position of body parts and gravity, probably sensing pitch and roll while in flight, making constant adjustments of the wings and abdomen to maintain a steady course. Tactile (touch) receptors help the butterfly position itself relative to plants and the ground – and to other butterflies when they are tightly clustered at overwintering sites. The paired filaments on mature monarch caterpillars are sensitive to touch as are the many fine hairs (tactile setae) along the body.
Monarch Migration



Monarchs in flight (Reba Batladen)
Many butterflies have long migrations, with some species showing spectacular migrations of millions of individuals. Monarchs are among a small group of butterflies, mostly related species that make a two-way migration in one generation. And, of this unique few, the fall migration of monarchs from Canada and the United States to overwintering sites in Mexico is both the longest known and most spectacular. How the monarch is able to accomplish this amazing feat is the subject of much speculation and research. Scientists are getting closer to understanding how monarchs sense changing environmental signals in both fall and spring and how they modify their behavior based on these changes to get to their destinations.


Monarchs’ northern and southern migration routes (Based on original map design created by Paul Mirocha (paulmirocha.com) for Monarch Watch)

When monarchs take off for the southbound leg of their journey, people might see many hundred, even a thousand, in well-known viewing places like Point Pelee in Southern Ontario, Canada. Several migration routes in central southern Canada lead down through the central U.S. Most monarchs that migrate to Mexico originate from the northern breeding grounds east of the Rocky Mountains and north of the central United States (e.g. Oklahoma). A smaller monarch population that breeds in areas west of the Rockies overwinters at numerous sites scattered along the California coastline from San Francisco to San Diego.

Getting to Mexico isn’t easy. It’s not just a matter of flying south. If they only flew south, monarchs would end up in the Gulf of Mexico. Rather to get to Mexico, they set a course, and this course is different for different regions of the country. Monarchs passing through Washington, D.C. are moving west-southwest, near Atlanta the direction is almost due west, and in Lawrence, Kansas about south-southwest. How monarchs set these courses is unknown. Do they use celestial cues or magnetic information, some combination of the two or are other factors involved? Scientists are working to solve this puzzle. We do know that they use a combination of biological clocks, one set in the antennae and another in the brain that are used to stay on course.
Surviving the trip to Mexico involves elements of luck as well as specific adaptations that improve the odds of reaching the overwintering sites. The butterflies must avoid everything from vehicles to pesticides, spider webs, storms and the occasional bird that has yet to learn that monarchs aren’t to be eaten due to their distasteful chemistry. In addition to their unique ability to set a course that will take them to the right place, monarchs have flight adaptations that improve the chances of arriving at the overwintering sites in good condition.

Rather than using powered flight – that is, constant flapping – monarchs use gliding and soaring to advance to the southwest. As the Sun heats the ground, thermals form. As monarchs encounter these warm rising air masses, they set their wings like hawks and spiral upward on the rising air. Once they reach the top of the thermal, they begin to glide. The glide ratio is about 3.5 to 1, meaning that for every 3.5 feet forward they loose about a foot in altitude. By flapping their wings 2-3 times every 20-30 feet, they can extend the glide until they reach another thermal. Thermals frequently carry monarchs to 1,000 feet, and some have been sighted a mile or more above the ground. This behavior conserves energy and saves their muscles and fragile wings. Most monarchs arriving at the overwintering sites are in remarkably good condition despite flights of up to 2,000 miles.

As monarchs move across the continent, they encounter relatively flat forests, farmlands and grasslands, as well as mountain ranges and large lakes. They deal with differences in topography in a variety of ways. When they encounter large lakes, if the weather isn’t favorable, monarchs may accumulate for days waiting for favorable winds that will aid their passage. In mountainous areas they often ride the thermals that rise along the ridges, frequently taking the same pathways as migrating hawks. In relatively flat areas they move to the southwest in directions that are appropriate for the latitude and longitude in which they find themselves.

As the migration progresses, monarchs from as far east as New Brunswick and Maine and as far west as the front range of the Rockies converge on Texas, in effect funneling down to a 50-mile wide gap of cool river valleys between Eagle Pass, Texas, and Del Rio, Texas, their last stops before moving into the mountains of northern Mexico. Once in Mexico, monarchs tend to follow the mountains to the general area of the overwintering sites. Once they reach the overwintering area at the end of October, they begin to cluster on the oyamel fir trees on the ridge tops. With each day, as more monarchs arrive through November, the clusters in the oyamels become larger while moving toward more protected sites below the ridges. Distinct clusters are called colonies and some of these colonies can cover many acres with up to 25 million butterflies per acre. These colonies persist from November to March with some monarchs beginning to move northward by the end of February. The “Flight of the Butterflies” is about Dr. Fred Urquhart’s quest to discover where and how monarchs overwintered. It is likely that what he found exceeded his expectations. In the film, he is seen with his map, filled with known monarch migration paths. These lines represent paths that are known to contain thousands of butterflies, where there were numerous monarch sightings.

Two frequently asked questions about monarchs are “Why migrate?” and “Why migrate to these specific sites in Mexico?” Monarchs are not winter-hardy. Their resistance to freezing is minimal. To survive from one season to the next, they migrate to oyamel fir forests above 10,500 feet, a cool habitat where the daytime temperatures seldom exceed 65°F and the nighttime lows are seldom below freezing. The forest is a blanket that protects the monarchs. Monarchs remain relatively inactive through the winter, surviving by converting fats stored in the fall to blood sugars necessary to keep their bodies functioning. The monarch colonies are located in a relatively small area at 19.5 north latitude, but why this latitude (and longitude), and why these same locations in the forest each year to form colonies? Scientists don’t have answers to these questions – but there is no lack of speculation and interest.
A Day in the Life of a Monarch

Using the information we know about monarchs and their migration – and a little imagination – we can create a rough scenario of a day in the life of a migratory monarch. Most monarchs probably maintain a modest flight schedule, flying three to five 5 hours and advancing 30-50 miles to the SW when weather conditions favor flight.



  • 9:00 a.m. Warmed by the Sun hitting the overnight roost site, the monarch fly a short

distance to nectar at local flowers

  • 10:00 a.m. Finishes feeding and starts migratory flight, stopping periodically for 10-15

minute feeding episodes

  • 4:30 p.m. Stops migratory flight and feeds for at least 30 minutes on flower nectar

  • 5:00-5:30 p.m. Searches for overnight roosting site, preferably one that is well sheltered with


many other monarchs

  • 5:30-6:30 p.m. Settles on roost for the remainder of the night, converts sugars from last nectar feeding to fats and blood sugar needed for the next day's flight

  • 6:00 p.m.-9:00 a.m. Sleeps

 

This scenario is based on the flight of a late season monarch that averaged 61 miles per day from North Carolina to Austin, Texas, and probably required close to six hours of flight per day. Monarchs average about 11 mph with powered flight – slower when gliding and soaring.


Life Cycle



Egg on milkweed leaf (Michelle Solensky)

Larva (Denny Brooks)



Pupa (Karen Oberhauser)

Adult monarch (Fred Ormand)
All butterflies go through four stages – from egg (3-4 days), larva/caterpillar (10-14 days), pupa (10-14 days) to adult. The biggest and most remarkable growth stage is the larva/caterpillar stage, where it can increase its body mass by as much as 2,000 times. The entire process takes 30 days on average – the warmer it is, the shorter the cycle.

Genetic Sequencing

In 2011, U.S. scientists sequenced the monarch butterfly genome (DNA molecular structure) and discovered 273 million DNA units making up the genome. This discovery, the first of its kind for any butterfly and any migrating insect, may provide valuable information about how monarchs achieve their remarkable long-distance migration. Scientists believe they are gaining insight into how monarchs use a time-compensated Sun clock and into other physiological and behavioral adaptations. They also believe they have identified genes that may give visual input and central processing by the Sun-compass and that help monarchs store fat, build muscle, regulate temperature sensitivity, use special odorant receptors and other adaptations when in the migration mode.

The Milkweed Plant



Common milkweed plant (Karen Oberhauser)
Monarchs are dependent on milkweed and are often referred to as milkweed butterflies. Female monarchs lay not more than one egg per milkweed plant, usually on the underside of leaves, on this group of moderately to highly toxic plants. It is the only group of plants that serve as their host. Monarchs use about 30 of the more than 70 milkweeds species that occur in the United States and Canada. The most frequently used species is the common milkweed that is familiar to most people in the monarch’s summer breeding areas.


Egg on milkweed leaf (Michelle Solensky)
As the larvae feed, they take toxins from the plant into their tissues. These toxins cause most vertebrates to become sick after eating a monarch. One such experience is enough, and many predators learn to associate the bright orange and black coloration of the monarch with something they should avoid eating. Unfortunately, most insect predators, such as ladybugs, wasps and parasitic flies, are not deterred by the toxins in milkweeds, and they make short work of the hundreds of eggs and larvae produced by female monarchs with the result that only a few percent survive to the adult stage.
The viceroy butterfly mimics the monarch. The monarch’s distinct markings warn experienced predators not to eat them and to stay away. The viceroy does not eat poisonous milkweed and so does not taste bitter, but it clearly evolved to look like the monarch to trick predators.
Threats to Monarch Butterflies

Milkweed near plowed farmland (Wendy Macziewski )
The International Union for the Conservation of Nature (IUCN) considers the migration and overwintering behavior of the monarch an endangered biological phenomenon. Three main threats endanger the butterflies – milkweed habitat loss in the breeding ranges; degradation of the wintering habitat in the sanctuaries, mainly due to illegal logging; and climate change, which is causing more out-of-season storms with excessive rain often followed by freezing temperatures. In January, 2002, a freak storm killed approximately 400 million monarchs in the Mexican sanctuaries. Scientists were knee deep in dead monarchs.

For the Monarchs who make it to adulthood and survive the long migration south, they must face three more enemies while they rest at the overwintering site in Mexico – two bird species and a mouse: Black Backed Orioles, Black Headed Grosbeaks and the Black-eared Mouse.




Monarchs roosting on trees (De Cansler)
Since there are millions of butterflies roosting on trees, they are vulnerable to the birds, who hunt in the morning and afternoon. The birds eat more males than females – this is due to female butterflies having more of the milkweed toxins in their systems. Once the sun goes down, the danger remains. Mice feed at night on any butterflies that rest on the forest floor.


Fire ants

Another growing threat is the fire ant, which can readily eat monarch eggs and larvae. It’s a Monarch predator immune to milkweed poison – and their numbers and range are vastly increasing. Climate change is allowing the ants to move farther north in the U.S., and their destructive impact on the butterflies, and on all ground-dwelling wildlife is developing at an alarming rate.

Conservation and Citizen Science

Many monarch butterfly citizen groups are dedicated to protecting the butterflies through research, lobbying and conservation activities – Monarch Watch, Monarchs in the Classroom, Monarch Larval Monitoring Project, Journey North, Monarch Butterfly Fund, Monarch Joint Venture, Xerces Society, Pollinator Partnership and Monarchs Across Georgia). The Mexican Federal Government (through the Monarch Joint Venture in the U.S.), the State of Michoacan and the State of Mexico also work diligently to protect the sanctuaries.


Protection of the Mexican sanctuaries began with a series of presidential decrees in the 1980s. In 2000, an additional presidential decree elevated the area to a federal biosphere reserve. In 2008, UNESCO declared the monarch butterfly reserve in Mexico a UNESCO World Heritage Site. The Mexican government has made logging near the sanctuaries illegal, but enforcement is difficult in such remote regions.


Tagged monarch (Monarch Watch)
Taggers recruited by the Urquharts played a critical role in the discovery of the monarch overwintering sites in Mexico. Dr. Urquhart was convinced that by tagging monarchs, the route or routes to an overwintering area could be deduced from the recovered tags. To further this vision Dr. Urquhart and his wife Norah created the “Insect Migration Association,” a large group of volunteers from many areas that tagged thousands of monarchs. The recovery of several tags in Mexico convinced Dr. Urquhart that monarchs overwintered in the mountains of central Mexico.

Ken Brugger, an engineer working in Mexico, responded to a newspaper ad posted by Dr. Urquhart asking for volunteers to search for the monarch overwintering sites. After a number of tries, Ken and his wife Catalina Aguado were guided to a colony on Cerro Pelon on January 2, 1975, and to another on February 2 on Sierra Chincua. The Urquharts visited these newly discovered colonies in the following year. It was here that Fred Urquhart found a tag that had been attached to a monarch in Minnesota by two schoolboys. This tag confirmed his long-held belief that the butterflies in Mexico originated in the northern breeding areas of Canada and the United States.

In 1992 shortly after the Urquharts, then long retired, terminated the Insect Migration Association, Chip Taylor created a tagging program at the University of Kansas that became known as Monarch Watch. Over the last 20 years, more than one million butterflies have been tagged through this program, and more than 16,000 have been recovered. Monarch Watch issues 200,000 tags each year. Analysis of the tagging results in still new information about the monarch migration. A 100-year-old woman living in Michigan, who first started tagging back with the Insect Migration Association in 1952, still reports her monarch sightings.
There is much that the general public can do to help sustain the monarch population. Taking part in one of the many citizen projects will provide data that help us to understand how monarch populations are doing, and how we can help them. Individuals, schools and local conservation groups can plant milkweed in gardens that lie along the migratory route. SK Films, the film’s executive producer and distributor, provides theaters showing the film a supply of milkweed seeds for visitors to raise awareness of the threat to milkweed and is donating a significant portion of the film’s proceeds to the conservation of monarch sanctuaries, specifically to Mexico’s Fondo Mexicano para la Conservacion de la Naturaleza which manages the Monarch Fund with WWF Mexico.

Flight of the Butterflies



Educational Content in the Film
The Giant Screen (IMAX) film will inform students of all ages and has more than 20 key science educational areas for teachers to explore and expand upon before and after their students see the film. This abundance of curriculum-specific educational information is one reason the National Science Foundation provided significant support to this project.

The Film’s Story

The film tells two stories: the natural history story of the annual monarch butterfly migration – the longest known insect migration on Earth – and the almost 40-year search by a determined scientist to discover where the monarchs disappeared to each year from Canada and the US when the weather turned cooler.

Natural History

The film follows the life of four generations of a monarch family making the annual migration cycle, which takes one full year, starting with Dana (named for the monarch’s Latin name Danaus plexippus) and her daughter, granddaughter and great granddaughter. Three generations fly north from Mexico. One “Super Generation” makes the entire trip back from the northern United States and southern Canada to Mexico to overwinter for several months and then completes the last short leg back to Central Texas to lay eggs. Then the cycle begins again.


The film production team followed the annual migration cycle and filmed in four different segments including twice in the remote, overwintering mountain-top sanctuaries in Michoacán, Mexico, and also in locations in the U.S. and in Canada, along the butterflies eastern migration route. This story is told in the film by the voice of a female narrator, actress Salma Hayek, following the migrations north and south in modern day.
One Scientist’s Search

The monarch’s overwintering sites were discovered in 1975 in the remote Transvolcanic Mountain Belt in central Mexico. The film follows the life of Dr. Fred Urquhart, starting as a young boy chasing butterflies and wondering where they went, to becoming a zoologist/biologist, teacher and university professor. Along with his wife Norah, he started the Insect Migration Association, enlisting thousands of volunteers across North America to tag hundreds of thousands of butterflies to track their migration route. This association ultimately helped Dr. Urquhart determine where the millions of butterflies were finally found, which National Geographic magazine featured as a cover story in August, 1976.

This story is told by the voice of our actor playing Dr. Urquhart at the time of the discovery, an elderly 90-year-old man looking back on his life until the moment of the discovery in 1975 and following the migration south.

The film follows the eastern North American monarch population during its migration cycle, which was the focus of Dr. Urquhart’s discovery. He knew about the California colonies, but the tagging results focused on the major migration east of the Rocky Mountains. Monarchs in the western United States migrate to sites on the California coast, but they migrate much shorter distances and do not form large colonies like the hundreds of millions that aggregate in Mexico.

Natural History Story Elements Featured in the Film


  • Monarch butterflies are an ancient tropical species making their annual migration for thousands of years.

  • The film shows close-up detail of the four stages of complete metamorphosis of the monarch: egg, larva/caterpillar, chrysalis/pupa, and adult, and close-up detail of the adult butterfly body parts.

  • For the first time ever on the Giant Screen, you will see inside the pupa in 3D through the science of M.R.I Scanning with recorded sound.

  • The monarch is a highly-evolved migratory insect navigating and orienting itself for thousands of miles to a remote and small place to which it has never been.

  • Monarchs can soar up to a mile high, and they weigh as little as a paper clip.

  • Monarchs sense and avoid topographical features such as large bodies of water and high mountains, and funnel through small valley passes.

  • The “Super Generation” makes the longest leg of the migration south to Mexico, and this generation lives 8-10 times longer than the other generations.

  • To conserve energy, they try to catch free rides on prevailing winds or thermal airwaves, and females and males are not reproductive; the females do not lay eggs until overwintering in Mexico ends.
  • Monarchs depend on milkweed plants to lay their eggs on. Milkweed leaves are the sole food source for the larvae/caterpillars, and their flowers are one source of nectar for the adult butterfly.


  • Various natural predators eat around 90% of the eggs and caterpillars before they form the chrysalis/pupa.

  • The monarch faces a number of human threats.

  • A major threat to monarchs is habitat loss in their breeding grounds and the further destruction of milkweed plants on which they depend. Also, milkweed often grows on the borders between crops and farms. Larger farms are destroying their habitat by herbicide spraying and the planting of new forms of herbicide-resistant crops such as soy and corn, which kills milkweed in and around crop fields.

  • In the Mexican sanctuaries, illegal logging has taken its toll. Despite the sanctuaries being government protected, logging is hard to regulate and still continues in these remote areas.

  • Monarchs need tall trees to rest on during their overwintering period and they prefer evergreen trees. The film shows them covering every branch and tree trunk of the oyamel fir trees in the Mexican forests. Ideal overwintering sites cannot be too hot, too cold, too moist, nor have too much sunlight. The butterflies are in a semi-dormant state, and they rest except to fly to the ground once a day for a drink of water. The small amount of sunlight shining through the trees is just right to briefly awaken the butterflies but not too much to make them overactive and think it is time to migrate north again. The cutting of trees allows too much sunlight and reduces available roosting spots.
  • Climate change could have a major impact on the butterflies. Major shifts in air and ocean temperatures in the mid-Pacific have been giving rise to warm moisture-laden air masses that are moving into central Mexico during the winter months, a period during which is normally dry. In January of 2002 and again in January and February of 2003 rainfall from such storms followed by freezing temperatures killed at least 70% of the overwintering butterflies. Unfortunately, the predictions are that such storms will become more frequent in the future.




Discovery Story Elements in the Film

  • The film features the life of Dr. Fred Urquhart from a curious young boy to budding scientist, teacher and professor who, along with his wife, becomes leader of a monarch butterfly association of volunteer taggers, and the events leading up to the 1975 discovery in Mexico of millions of monarchs high up in the remote mountains. Many discussions can unfold about the perseverance and commitment it takes for a scientist to make a discovery and all the support he needs to accomplish such an achievement.

  • The Fred Urquhart story can motivate young students to want to become scientists and make other discoveries about monarchs or about other species – even to discover new species, which is occurring daily.

  • The film motivates monarch enthusiasts to help conserve the monarch butterfly and join protection organizations to tag and count the numbers of butterflies each year.

  • The film shows several butterfly gardens and can lead to discussions about how students can plant milkweed and butterfly-friendly gardens that will supply nectar for monarchs.

  • We know so much about one tiny creature and yet there is still much that needs to be further studied and discovered.

Education Standards

The activities included in this Educator Guide were developed within the context of current U.S. national science and mathematics education reforms.


The influence of the Benchmarks for Science Literacy published by the American Academy for the Achievement of Science as part of Project 2061, the National Science Education Standards prepared under the auspices of the National Research Council, and the Principles and Standards for School Mathematics is resident in every activity.

These are the same documents applied as resources or templates in curriculum development across the U.S.


Monarchs in the Classroom, University of Minnesota

The education activities in this Educator Guide were adapted from: Oberhauser, K. S.  2007.  Monarchs and More:  An insect and inquiry based curriculum. Monarchs in the Classroom, University of Minnesota. They are used with permission from the Monarchs in the Classroom program.


Educational activities were adapted by Maureen Sullivan, Maryland Science Center, with assistance from Abby Goodlaxson, Diane Bellomo and Pete Yancone, Maryland Science Center.
Educator Guide design by Kim Szondy, Kristin Pattik and Ilene Lundy, Maryland Science Center.
SK Films provided its research information from the preparation of the film, which was guided by assistance of the film’s advisory committee of scientists. (See last page.)

Planting a Butterfly Garden



An Activity for All Grade Levels
O
Grades: K-12

Key Concepts:

• Gardens provide a habitat for many organisms.

• Humans can help preserve and cre­ate habitats for organisms.

• Seeds have various requirements for germination.

• Garden plants are either annuals or perennials.

Skills:

• Read for information



• Create representative drawings and symbols

• Use a scale measurement ratio

• Use a scale drawing to plant and identify flowers in a garden

Materials:

• Graph paper for planning garden layout

• Seed catalogs, gardening magazines, butterfly guides, books on butterfly gardens

• Seeds or seedlings

• Gardening supplies (soil, fertilizer, shovels, rake, hoe)

• Containers in which to start seeds (yogurt containers, egg cartons, nursery flats)

bjective

Students will plan and plant a garden in their schoolyard.

Background

Planning and planting a butterfly garden is a positive action that your students can take to help provide monarchs and other insects with re­sources they need to survive. In addition, they will work together on a long-term project, planning where and when to plant their garden, de­ciding what equipment and supplies they will need and actually planting seeds or seedlings. Since butterfly gardening is becoming more and more popular, you may be able to visit an existing garden with your students to get ideas. Other resources include our references, garden supply stores and conservation and gardening organizations. Many schools work with a Master Gardener in their area in planning and caring for a school but­terfly garden.

In this lesson, we include suggestions for creating a school garden. Many of the ideas and information come from an article by Jennifer Goodwin Smith in the January 1995 issue of Science and Children (p. 29-32). She planned and planted a school butterfly garden with sixth and seventh graders in Maryland and wrote the article to make it easier for others to do similar projects.

Procedure

Step 1: Planning to Plant

1. Get permission from school administration and maintenance person­nel. It is especially important to gain the support of the people who maintain the grounds.

2. Discuss how butterflies and other insects use plants, and how they need special plants at different times in their life cycle.

3. Discuss the work involved in a garden, including maintaining the garden during the summer and raising money for seeds and other materials. Also brainstorm benefits of a garden (such as decreased noise and air pollution from reduced mowing, reduced soil erosion, a beautiful garden, food and shelter for many organisms).

4. Develop a timeline for the garden. If you start from seed, you will need at least three months. A good timeline is:


  • First month: get administrative support, choose a site, hold fund-raisers if necessary, order seeds, germinate seeds.

  • Second month: monitor seedling growth, design the garden.

  • Third month: prepare garden site, transplant seedlings.

5. Decide on the criteria you will use to judge a site. Important considerations include available sunlight, level of foot traffic, visibility to school and community and vulnerability to vandalism.

Step 2: Planning the Garden

1. Choose the plants that you will use. Sources of information include seed catalogs, gardening magazines, books about butterflies and butterfly gardening, and other resources.

2. Encourage students to choose plants that bloom at different times. Perennials are good since they only have to be planted once, but including an area for annuals will allow future classes to participate in planting each year. Also consider plant height, color and length of blooming time.

3. Make suggestions as to the garden design, such as choosing colors that blend and making sure all plants are visible (i.e., tall in back, short in front).

4. Plan the garden together, using graph paper to draw a plan of what you will plant where.

S

Jim O’Leary

tep 3: Starting Seedlings

1. Buy seeds (or plan where you will buy potted plants). Sources include gardening catalogs, hardware stores and nurseries. You may want to plan to use a combination of seeds and purchased plants. Plants should not be purchased until it is time to plant the garden.

2. Have students bring in yogurt containers, foam egg cartons and other containers in which to start seeds. You can buy, borrow or ask for donations of potting soil, fertilizer, straw, shovels, a rake, and a hoe.

3. Plant seeds. Punch a small hole in the bottom of containers, fill with soil, bury seeds according to instructions and place containers on trays to catch extra water. Students should be responsible for caring for their plants. They can also measure plant growth, ger­mination time, and other variables and keep track of their progress in a science journal or lab notebook.

4. Keep seedlings in a sunny window or under grow lights.

5. After 4 to 6 weeks, seedlings will be ready to transplant.

Step 4: Planting the Garden

1. Prepare the soil. Turn it over and add some fertilizer.

2. Plant seedlings outdoors. Make sure danger of frost is past.

3. Apply mulch to prevent soil erosion, maintain soil moisture and slow weed growth.

4. Set up a schedule for garden maintenance as a class. Tasks may include watering, weeding and replacing mulch.

5. Set up a time to observe the garden once a week. Keep track of what plants are present, which are blooming and what insects are seen in the garden.

6. Clarify a no pesticide policy.

7. Make a plan for caring for the garden over the summer. Parents are often happy to help, especially if they have been involved in planning the garden. The more people are involved, the less likely your garden will become a burden for a small number of people.

Flight of the Butterflies
Classroom Activities
Grades K-2

Getting to Know Your Caterpillars



O
Grade: K-2

Key Concepts:

• Brainstorming and list making helps organize thoughts before activities.

• Brainstorming and list making also helps students realize how much they know.

• Observations are a vital component of scientific inquiry.

Skills:


• Brainstorm and create lists

• Make detailed observations

• Make comparisons

Materials:

• Chart paper

• Larvae (see References)

• Small containers to hold larvae

• Magnifying lenses



bjective

Introduce students to the monarch butterfly. Use brainstorming and list-making techniques to find out what they already know about monarchs. Then conduct hands-on observations of live monarch larvae. Students may make comparisons between monarch larvae and other stages of the monarch life cycle, such as the chrysalis/pupa and adult.


Background

This lesson is divided into two sessions that will allow the teacher to 1) assess what the students already know and what they would like to find out about monarchs and 2) provide an opportunity for students to make detailed observations of their monarchs. We recommend doing the first session before showing students the larvae and the second session as soon as the students receive the larvae.

In K-2 classrooms, teachers rather than students should be responsible for rearing the larvae (e.g., ensuring that the larvae are fed, their cages cleaned, etc.).

You can raise all the larvae in one large cage. If your room is organized around tables or groups of desks, you may want to divide the larvae into several smaller cages, such as milk-carton or ice-cream bucket cages. Each table or group of desks would receive one or two larvae and could watch them grow.


Procedure

Session 1: What do you know and want to know about monarchs?

1. Before showing students the larvae, brainstorm and list on chart paper: What do you know about monarchs?

2. Brainstorm and list on chart paper: What do you want to learn about monarchs?

3. Read a story about monarchs. See the Reference section for ideas.

Session 2: Observing Monarchs

1. Divide students into small groups or pairs and pass out a larva to each group. The larva can be in a small container like a plastic or paper cup or Petri dish with milkweed.

2. Brainstorm and list on chart paper the students’ observations of colors, patterns, what the caterpillars feel like, behavior, their size, what their legs look like and their weight. Have magnifying lenses available. Encourage students to use as many of their senses as possible (except taste!). At this point, you may want to stress to the students that they should try to make accurate and detailed observations and not to make value statements (i.e.: The caterpillars are pretty [or ugly].). They will learn more about accurate observation in the Data Collecting activities. Sample questions to facilitate the brainstorming session are:

Describe the size of the caterpillar.

How do you think the caterpillars move? Do they have legs? Do the legs all look the same?


Denny Brooks

What are they eating? How do they eat? Can you see teeth?

What do the caterpillars do when they touch each other?

What do they do in your hand? What happens when you touch them?

Look at the black things sticking out of the front and back of the cater­pillar? What happens when you touch these?

Can you tell the front from the back of the caterpillar? How?

Can you see eyes on the caterpillar?

3. Add observations to your list over time.


Additional Ideas for Practicing Observation Skills

1. Use the same techniques to observe the pupae or chrysalides.

2. Use the same techniques to observe the adults when they emerge. Keep adults in a cage, not a dish, but let the students handle them. Monarch scales do not come off as easily as those of many moths and butterflies, but the children will probably see some scales on their fingers. If you hold an adult close to a child’s finger or arm, they will be able to feel the feet, or tarsi, clinging to their skin. Sample questions to facilitate a brainstorming session on adults are:

List similarities and differences between the adults and the caterpillars. Are their legs different? Are their eyes different? Do they both have heads? Do they have the same number of legs?

What does it feel like when the butterfly holds onto your finger with its feet?

How do the adults eat? Can you see their proboscis?

Can you tell the difference between a male and a female monarch?

What colors can you see on an adult?

Describe the adult antennae.

3. Have students make a model of caterpillars out of egg cartons joined with yarn or pipe cleaners. Kindergart­ners can paint or color them yellow, white and black; older students can make accurate representations of the color patterns.

4. Use paint, markers or crayons to copy the pattern on the larvae. How do the widths of the stripes vary? How many stripes are there before the pattern repeats itself? Use pictures in old magazines, calendars or books to find other patterns in nature.

What is Butterfly Habitat?

Make a Wall Mural



O

Grades: K-2

Key Concepts:

• An organism’s habitat contains the things it needs to survive.

• There are many kinds of plants and

ani­mals in habitats.

Skills:


• Observation

• Recording observations

• Drawing

• Cooperative work

Materials:

• Plant field guides or other books with pictures of nectar sources and milkweed

• Large drawing paper

• Crayons or colored pencils

• Space on bulletin board or wall mural

bjective

Students will learn about the concept of habitat through observation and make a large wall mural to illustrate a habitat that they have studied.



Background

A habitat is a place in which individuals of a particular species can usu­ally be found. An organism’s habitat contains the things that the organ­ism needs to survive. By discussing the needs of monarchs, students will develop an understanding of the concept of habitat. They will then create drawings of plants in a monarch habitat to be included on a bulletin board or mural. This lesson works best if students can actually observe a monarch habitat; if you can take your students to a butterfly garden or nearby park or field, this would be ideal. However, they can also look at pictures or describe habitats they have seen in the past.


Procedure

1. Discuss what a monarch needs to survive and list these needs on a board. Your discussion should cover needs at different stages: egg, larva, pupa and adult. Discuss the concept of “habitat” with your students, telling them that an organism’s habitat must include all of the things that it needs to survive. Students may identify many things as needs; this activity focuses on nectar sources (food for adults) and host plants (food for larvae).

2. Using books and other materials that you have provided, have students look for plants that are good nectar sources. Make a list of those that they find, or write the words on word cards and put these in a pocket chart. Some of them may have seen butterflies nectar­ing; include the plants they’ve seen on the list if they know their plant’s name or can describe it well enough for you to guess what plant they mean.

3. Have each student make a full-page drawing of a plant that is a good nectar source for butterflies. Be sure to have them draw the whole plant, not just the flower. Use field guides, seed catalogues, books on butterfly gardening or actual plants as guides. Encourage students to draw more than one individual of the plant they choose. Make the drawings large enough to be cut out. Have students label them by copying names from the class list.

4. Have each student make a full-page drawing of milkweed. Use field guides or the actual plant as a guide for student drawings. These drawings should also be cut out and labeled.

5. To create the monarch habitat, attach student drawings to the bulletin board or on a large piece of paper for a wall mural.

6. Students may add drawings of caterpillars and butterflies to their habitat mural, as well as other plants and animals.

7. If possible, take the class outside to a butterfly garden or nearby parks or fields. Have students look for the plants they identified for their monarch habitat and other butterflies or insects in the habitat.


Extension

If there is a nature area or butterfly habitat at your school or nearby, students may observe changes in the habitat over time by making periodic visits and recording their impressions and drawings. Have students visit the area in winter, noting the absence of plants, and again in the spring, looking for new growth. Discuss the changes that took place by comparing the student drawings to how the habitat looks in different seasons. You may want to take photographs of the habitat in each season.

Monarch Migration Game

O
Grades: K-2, 3-6

Key Concepts:

• To survive their migration to Mexi­co, monarchs face many challenges.

Skills:


• Listening to directions

• Relating game activities to monarch migration biology

Materials:

• Kid-Sized Monarch Tags, one per child (teacher page)

• Situation cards (teacher page). These may be cut out and taped to index cards, if desired.

• Cardboard Sun and cloud (large enough to be seen from a distance)

• Signs that say Mexico and northern home of monarchs

Optional:

2-4 small cups/student (Dixie cups or medicine-sized cups work)

• Juice or water to put in the cups

• One drinking straw (“proboscis”) for each child

• A long rope or playground cones to outline a water hazard

• Extra adults to act as roosting sites and monarch taggers (students can also do this)

bjective

Students will play a game that illustrates the challenges faced by mon­archs that migrate to Mexico. These challenges include finding enough to eat, dealing with often adverse weather conditions and avoiding exter­nal sources of mortality.


Background

This game gives students a chance to pretend that they are monarch butterflies migrating to Mexico. While much of its appeal is that it is simply fun for students to play, it teaches students some of the hazards butterflies face on this migration and introduces them to the concepts of choices and tradeoffs for animals. It is best played on a rather large field with one end designated as the northern beginning of the journey and the other designated as the monarchs’ destination, the overwintering grounds in Mexico.

To prepare for the game, read the background material on monarch migration and other available information. If possible, involve your stu­dents in the Monarch Watch tagging program. Study monarch migration and migrations of other animals with students.

Procedure

The goal of the game is for the students to get from Canada or the northern U.S to Mexico. It is not designed to be competitive, although some students will get there first. Adding “nectar cups,” adults with tags and a water hazard all make the game more complicated, but add realism and excitement. An adult leader will stand on the edge of the field holding a large cardboard Sun and clouds. The students will only be able to travel when the Sun is raised in the sky and when it is not covered by a cloud. The leader will make the Sun set behind her/his back to indicate nightfall. The same leader, or another adult that can move close to the students, will read situation cards that present realistic condi­tions that monarchs might face.

1. Set up the playing field with signs for your location and Mexico at op­posite ends. If desired, outline a large lake with rope or playground cones somewhere in the middle of the field. Also if desired, fill small cups with water or juice and place them around the field (not in the “water”). Scatter adult helpers, or about 1/3 of the students, around the field to act as night-time roosting sites. They can also be equipped with tags if you want to include a chase by monarch taggers in the game.

2. Tell students that they are monarch butterflies about to begin their journey from their location to Mexico. They need to think like a butterfly, and follow these rules:

• They must hop instead of walk or run and flap their arms like wings. Have them all practice this.

• If you have cups with nectar, they need to drink from a nectar cup every day through their “proboscis” (or every other day if you have lots of kids and a limited supply of cups).

• They can only “fly” when the Sun is out.

• When the Sun goes down, they must get to a roosting tree within five seconds. They must also get to a roosting tree when the Sun is covered with a cloud (tell the students this means rain, and monarchs can’t fly when it’s raining). Show the students how the Sun looks when it is out and how it sets behind the back of the adult in charge.

• If you use the lake hazard, they can fly over the lake, but if the Sun sets or is covered by a cloud while they are over the lake, they will drown. You can have them go back to the north side of the lake, or to the start, so that no students have to leave the game.

• At the beginning of every day, they must listen to the situation card and follow the directions.

3. Distribute a straw “proboscis” to each child.

4. One or two adults should stand on the edge of the field and hold the cardboard Sun and clouds. They should be ready to read one situation card at the beginning of each day.

5. Students should start near your location sign on one end of the playing field. They can start “flying” south when the Sun comes up. Have them keep an eye on the Sun and head for a roosting site if it goes under a cloud and when it sets.

6. The leader should make the Sun set often enough so that it takes at least five days to get all the way to Mexico and cover the Sun with clouds often enough to keep the students (butterflies) on their toes (tarsi).

7. At the beginning of each day, the leader should read a situation card. This tells students how fast they can fly and other weather conditions that will affect their flight.

8. The game ends when all students have gotten to the overwintering site in Mexico.

9. After the game, discuss what aspects of the game were realistic and what hazards monarchs might face on their journey in addition to those in the game. Discuss how long the journey really takes and talk about the odds of successfully making the entire journey.


Situation Cards

SUNNY, 55° – Shiver to warm up your flight muscles. Tell why you can’t fly with cold muscles. Count to 10 slowly, then fly.

Sunny, 70° – Flowers for nectar are between 2 highways. Tiptoe away from your roost and find nectar.

SUNNY, 60° – If your tag is an odd number, you roosted on the sunny eastern side of the tree. Odd num­bers fly first; even numbers shiver for 5 seconds, then fly. (This only works if students all have tags.)


SUNNY, 55° – Some flowers were killed by the frost last night, and there isn’t much nectar. If your tag is an even number, you found nec­tar and may fly. (This only works if students all have tags.)


SUNNY, 70° – SOUTHWEST WIND – You want to go south, but the wind is blowing against you. You need to make up for the push of the wind. Hop backward toward the west.


PARTLY CLOUDY, 75° – Fly but watch the clouds for rain and keep your eyes out for safe roosting sites.

SUNNY, 75° – There is a north wind! Fly fast and far today.


RAINY, 55° – Stay at your roosting site. Discuss what weather is best for migrating.

People with nets are out tagging monarchs. You may be tagged, so fly fast. (Roosting sites should chase monarchs and tape a tag on any they catch.)


You’ve come to a big lake or the Gulf of Mexico. Go all the way to the west side of the field before heading south.




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