The following discussion includes measurements required at global scales, at local specific sites, and by means of sample return, in order to understand and explore prebiotic chemistry, possible extinct life, and possible extant life. An important principle underlying the proposed strategy is that it is essential to understand the martian environment before deploying biologically specific experiments. In what follows, where specific instruments are mentioned, these should be regarded as illustrative and based on current technology; they should not be taken as excluding the possibility of new approaches and technologies.
ORBITAL EXPERIMENTS
The primary focus of global-scale measurements is to characterize and select sites having exobiological interest. The emphasis should be on estimating the size of global reservoirs of volatiles such as water, carbon, nitrogen, etc., and also on assessing the global consequences of the action of liquid water. In addition, sites are to be identified where deposits might have preserved a record of the early environment, including, perhaps, a record of an ancient biosphere. This leads to an approach that rests heavily upon the search for (a) near- surface water, in either liquid, solid, or bound form, and (b) mineralogy and morphology indicative of the presence of liquid water or of present or past aqueous mineral deposits exposed at the surface. In general, measurements are not specifically assigned to prebiotic chemistry, extinct life, or extant life because, to a great extent, the required measure-ments, and site selections, cross over among the several topics and are not distinct to any single one. Specific observations or measurements are as follows:
Global geologic mapping
Essential baseline information for any detailed exploration of
Mars consists of global imaging at an appropriately high resolution
(about 10 m, with selected sites imaged at about 1 m resolution)
combined with corresponding topographic data.
Stereo imaging would greatly enhance the interpretation of geomorphic features and topography, and is useful as an adjunct to laser altimetry. Not only is this information required for site selection and mission planning, but geomorphologic evidence is still a key guide to the evolutionary history of specific regions of the martian surface. In particular, topography is necessary for defining the drainage patterns that have controlled the depositional environment at different sites. Consequently, a high- resolution camera and an altimeter are required.
Ages of surfaces
An important aspect of site selection based upon surface
imagery in the visible range is understanding the age of the particular
site that will be sampled. For example, the search for extinct life would
focus on older sites, while that for extant life would focus on the
younger sites. Using cratering chronology and other relative dating
methods, appropriate relative ages can be determined. Imaging of
specific locations at 10 m resolution would provide the required
information. Note that placing this relative chronology on an absolute
age basis will require highly sophisticated landers, or possibly sample
return missions.
Globally mapped mineralogy
For the minerals of exobiological interest, that would be
indicative of the presence of water-deposited sediments or
hydrothermal systems, this can best be done with a mid-infrared
spectrometer capable of measuring thermal emission between about 5
and 50 *m. Spatial resolution should be the highest possible consistent
with global-scale reconnaissance (e.g., a few kilometers), supplemented
by higher-scale resolution of sites of potential interest (e.g., better than
0.1 km).
Globally mapped elemental abundances
Global characterization of elemental abundances, particularly
for the rock-forming elements, is a prerequisite for understanding the
local-scale abundances, mineralogy, and evolution of the surface. For
example, ratios of elements such as Ca/Al can be used to help identify
sites where aqueous alteration of the crust might have created
carbonates or clay-rich deposits. Also, elemental abundances might
indicate where hydrothermal processes have played a role. Although
high spatial resolution would be of immense value, measurements are
limited to global scale by technique. Using gamma-ray spectroscopy,
mapping can be done with a resolution equal to the altitude of the
orbiter, which would be approximately 300 to 500 km.
Globally mapped near-surface water
Water in this context includes liquid water, water ice, and
physically adsorbed or chemically bound water. The former might
occur on small spatial scales when activated by heating as a result of
volcanism, impact, or other processes. Ice in permafrost regions is a
possible site for finding non-living evidence of recently living
organisms, as well as a potential source for transient occurrences of
near-surface liquid water. IR spectroscopic evidence for chemically
bound water would usefully complement spectroscopic evidence for
surface occurrences of aqueously altered lithologies. Near-surface water
can be mapped on a global scale at 300-500 km resolution using
neutron or gamma-ray spectroscopy.
Regions of high heat flow
An expected surface expression of hydrothermal systems and/or
areas of high heat flow would be elevated surface and near-surface
temperatures. These could be mapped globally using either thermal
infrared or microwave observations. In either case, some wavelength
measurements would be required, as would high spatial resolution.
Again, the spatial resolution should be consistent with the ability to
obtain global maps, and higher spatial resolution should be obtained for
selected sites. The lowest useful resolution would be of the order of 100
km, while regions of interest should be mapped at 10 m resolution.
Ratios of atmospheric stable isotopes
These are of value in understanding the evolution of the
volatile-element reservoirs and in distinguishing biological from
nonbiological influences on isotopes. Measurements of D/H,
18O/17O/16O, 13C/12C, 15N/14N in the bulk atmosphere, in the
region between the homopause and the exobase in the upper
atmosphere, and in species escaping to space, are required.
Observations of properties relevant to escape processes are also
important, in order to understand the context of the isotopic data, as are
the ratios for elements of non-biological interest such as 38Ar/36Ar and
22Ne/20Ne. The isotopic ratios would require a mass spectrometer,
while the related information would require instruments of the type that
would fly on a Mars aeronomy orbiter.
Regions of subsurface water
At depths greater than can be explored by neutron or gamma-ray
techniques, liquid water can be detected using active and/or passive
microwave techniques, especially EM sounding. Instruments that can
detect the frequency response of the subsurface might be able to show
the characteristic behavior of liquid water, possibly down to depths of
kilometers.
Degree of mineral crystallinity
For clays, the degree of crystallinity can be used as an indicator
of the intensity of chemical weathering. This may be detectable from
orbit using reflectance spectroscopy, covering the wavelength range of
0.3-3.0 *m. Again, coarse-scale mapping of global properties, followed
by higher-resolution observations of specific sites would be of most
value.
Trace gases
Methods for determining trace atmospheric constituents,
particularly if these can be made to estimate near-surface constituents,
could provide clues to geothermally active areas and possible
subsurface regions of biological activity. Biologically important trace
gases like H2, H2S, CH4, SOx, NH3 and NOx are of particular interest
in this connection.
LANDED EXPERIMENTS
These refer to in situ measurements or observations made by landers or rovers placed on the martian surface. Such observations are needed for specific sites in order to characterize surface chemistry, local geological processes and biological potential.
Preservation and texture of surface rocks
Even with careful site selection, rocks preserving a record of
either extinct or extant life may be rare at a landing site, and the same is
likely to be true for prebiotic chemical evolution. Consequently, a
detailed assessment of rock diversity at a landing site is a necessary
early step in the search for either extinct or extant life and is also of importance in the study of prebiotic chemical evolution. Imagery with
sub-mm spatial resolution would be required, thus putting a premium
on mobility in order to bring the instruments as close as possible to the
target rock. Proper characterization of rocks at a landing site would
require mobility within a 10- to 100-m radius of a lander. Regional
characterization would require mobility on a multi-kilometer scale.
Elemental abundances of surface materials
In addition to imagery, chemical character-ization of the
materials at a local site is fundamental. Of interest are the elemental
abundances in surficial deposits of fine materials and in rocks. This
would focus on the rock-forming elements and carbon and can be done
with X-ray fluorescence spectroscopy or alpha-proton-x-ray
experiments. Some data on major rock-forming elements can be
obtained by means of gamma-ray spectroscopy, coupled with data on
naturally radioactive elements and hydrogen, i.e., water. Sensitivity
should be of the order of 0.1 wt%. Again, an understanding of the
diversity of composition among surface materials will be of major
importance, particularly in the assessment of aqueous chemical activity
and the search for evidence of extinct or extant life.
Near-surface water abundance
Because of the intimate connection between water and any
plausible martian biology, it will be of importance to determine the
abundance of hydrogen at any sites to which we obtain access. In most
cases, this water will be present in chemically combined form as a
hydrated lithology, though it may be possible to find a location where
subsurface ice is accessible by drilling beneath a landing site.
Alternatively, penetrators may be used to probe beneath the martian
surface. Hydrogen abundance can be determined using either passive
neutron or gamma-ray spectroscopy or pulsed-neutron gamma-ray
spectroscopy, as is used for logging oil wells on Earth. These
techniques detect hydrogen within about half a meter of the detector.
Mineralogy of surface materials
Materials that have been altered by hydrothermal activity or
weathering sometimes have elemental abundances that are very similar
to the unaltered materials. For this reason, specific determination of
mineralogy is important in the search for evidence of aqueous processes
and for potentially fossil-bearing lithologies such as carbonates, cherts,
evaporites or phosphates. This can be done using an infrared
spectrometer to do a quick survey of the materials at a given site (with
ability to isolate specific small-scale features on the surface, for
example with a spot size 1 cm across at several meters distance from a
lander), followed up by x-ray diffraction/fluorescence on individual
samples. The latter step may require excavation of samples from the
interior of rocks. An additional goal of mineralogical investigations on
the martian surface is the search for minerals that might have been
produced as a result of biological processes, such as phosphates,
manganese oxides, and certain carbonates.
Distribution of the surface oxidant
It is important to map the distribution, in three dimensions, of
the oxidant(s) identified on the martian surface by the Viking mission.
The goal will be to find oxidant-free regions, either at depth in the
regolith or at locations where pristine material has been exposed too
recently for the oxidant to be present. On a microscale, one possible
oxidant-free environment might be the interiors of aqueously altered
sedimentary rocks. The first step in determining the distribution of the
oxidant(s) is clearly to define its/their chemical nature. This can be
achieved by deploying on the martian surface a series of sensors
designed to be sensitive to specific oxidants. Probing the vertical
distribution of the oxidant(s) will presumably require drilling into the
regolith, whereas determining the horizontal distribution will probably
involve some kind of compound-specific analysis whose character will
depend on the chemical nature of the oxidant(s). Ideally, a chemical
signature would be sought whose global distribution could be
determined from orbit.
Physical/chemical characterization of the microenvironment
To understand the conditions for survival of putative extinct or
extant life forms, a number of physico-chemical measurements must be
made. These include assaying the available chemically reactive species
in the upper surface, as well as the nature of the environment when
moistened or wetted, including pH, Eh (oxidizing potential), ionic
strength, presence of micronutrients, and other aspects of the soils and
soluble minerals.
Stable isotopic measurements of surface materials
Determination of stable-isotope ratios for the biogenic elements
(C, H, O and N) in surficial mineral deposits, e.g., evaporites, provides
an additional constraint on volatile history and reservoirs. However,
such measurements would probably require significant sample
preparation prior to mass spectrometry.
Presence of organic carbon
A stepwise approach is preferred. At the first level, a procedure
for quantitative analysis of organic (= noncarbonate) carbon is needed.
A system employing a reactive carrier gas and a carbon-sensitive
detector should be adequate. Additional information could be obtained
by employing temperature-programmed techniques that provided
information about temperature of pyrolytic release or combustion and
about energy produced or consumed by such processes.
Elemental and isotopic analyses of bulk organic material
If any organic material is found, it is likely that characterizable
molecules will be rare relative to total organic carbon. Moreover, most
techniques of molecular analysis are applicable to substances with
particular levels of polarity or types of functional groups, and these will
not be known in advance. For both of these reasons, a second stage of
organic analysis should focus on the elemental and isotopic
composition of bulk organic material. The elemental information, in the
form of atomic ratios, will allow optimization of subsequent molecular
techniques, and knowledge of isotopic compositions (for nitrogen and
hydrogen as well as carbon) will be of immediate and independent
interest, since they will provide information on the origin of the organic
matter. A robotic variant of the conventional laboratory procedure of
combustion, gas purification and mass spectrometry seems the most
likely approach.
Molecular identity of organic carbon
Spectroscopic instruments capable of providing information
about bond types and even specific molecular identities should be
flown when evidence for analyzable species is found. Resulting data
would yield important information about synthetic mechanisms, in the
case of prebiotic evolution, and about possible biomarkers, in the case
of extinct or extant life. Key compound classes for which evidence
should be sought include lipids, amino acids, and carbohydrates. The
analytical system should include chromatographic or other techniques
of separation. New technologies like the polymerase chain reaction, and
variations of it, may provide a basis for amplification of genetic
material (and thus increasing sensitivity), and with appropriate
experimental design, might provide simple automated tests which
would be highly informative. While these approaches involve major
assumptions about the nature of martian life, they are becoming
automated and miniaturized to the point that they should be included in
such studies.
Biomarkers at the poles
With respect to geochemical measurements at the polar ice cap,
coring, sampling and detection of entrained gases (CH4, H2, H2S, etc.)
would be important. If life ever exerted a global biogeochemical effect
on the planet, and if the polar ice cap has trapped this record, it should
appear. Similarly, the polar deposits should be examined for
microscopic evidence of biotic activity elsewhere on the planet.
Gaseous biomarkers
In addition to measurements in polar regions, collection of data
on biogeochemically significant gases with landed detectors also
capable of measuring wind direction and speed might also permit
locating point sources of gas emanation, though this would probably be
best done using a long-range rover. Molecular analysis of these gases
would probably be best performed using compound-specific sensors,
many of which are already available. Of course, stable isotopic analyses
of these biogenic elements would also be desirable though more
difficult to achieve.
Sample acquisition
In addition to the analytical experiments that can be deployed on
the martian surface, it is important not to overlook the question of
procedures whereby a series of martian samples can be delivered in
suitable form to an analytical device. For specifically exobiological
experiments, this aspect of surface science takes on particular
importance because of the necessity of penetrating whatever barrier has
permitted preservation of an organic record in an environment as
generally hostile as that of the martian surface. Sampling procedures
can be divided into four categories. The first, and simplest, is the
scooping of a regolith sample and its delivery into a hopper, as was
done on the Viking landers. The second type of sampling approach
involves the removal of a coherent fragment from within a rock. This
technology is not yet available for space-borne experiments, but would
presumably involve coring or chipping by a device mounted on a rover
arm.
The third type of sampling procedure is the retrieval of a subsurface sample from within the regolith. This is one of the most commonly considered approaches to evading the pervasive surface oxidant. We follow the example of most other workers in this area and identify a rotary drill-core as the logical approach to this problem, but other possibilities such as the use of penetrators should not be overlooked. The depth to which such sampling will be needed is not yet known; some workers believe that as much as ten meters may be necessary. Robotic drills with about one-meter capability were used on the lunar surface by the Russian Luna and Lunokhod spacecraft.
Finally, it may be necessary for some applications to consider the feasibility of performing certain specific operations, such as preparing a flat, or even polished, rock surface, or cutting a thin section of a rock. Suitable technologies for these requirements are not yet available for use on planetary spacecraft.
RETURNED SAMPLES
For many reasons it will be desirable, and probably necessary, for definitive experiments of exobiological significance to await return of appropriate martian samples for analysis in terrestrial laboratories. These should include a sample of pristine martian atmosphere in addition to lithic material, to permit more accurate chemical and isotopic analyses of gaseous species, particularly those present in only trace amounts.
Among the more important reasons cited for the importance of sample return are that many different methods can simultaneously be brought to bear in the analysis of one sample; that sophisticated instrumentation readily available in ground-based laboratories would be difficult (and expensive) to develop for use on Mars' surface; that, in any case, the latest and best techniques would be available in ground- based laboratories, as opposed to techniques that needed to be developed for spacecraft years before the instrumentation could actually be deployed; that conditions can be much more rigorously controlled; and that this approach allows for flexible responses to any surprising results that may arise during examination of the martian material.
Efforts to detect metabolic activities or to cultivate the organisms responsible for these activities would certainly be made, but specific approaches cannot be detailed without a knowledge of the specific features of sites from which samples were obtained. An important lesson from recent research in microbial ecology is that we have done rather poorly in cultivating terrestrial micro-organisms. Thus, it would be appropriate also to consider seriously various types of culture-independent analysis to characterize the extant martian biota. Other obvious issues related to conducting such analyses on returned samples include planetary protection and the potential for such organisms/activities to survive transit to Earth.
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