← Common Core coursesBMS 114 · General Microbiology I
BMS 114 · Common Core (Tronc commun)Section 4.4 · Morphology, classification and naming
Section 17 of 33

Criteria used to identify bacteria

Describe what bacteria are as a group and explain the six criteria — morphology, staining reactions, cultural characteristics, biochemical reactions, antigenic structure and genetic composition — that a laboratory combines to identify an unknown isolate.

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Why this matters

The name printed on a microbiology report is not a curiosity: it decides which antibiotic the patient can receive, which precautions the ward must use, whether a single case is an outbreak, and whether a vaccine or a public health alert is justified. That name is never produced by one test. It is the end of a chain in which each criterion answers a different question, and knowing what each step can and cannot show is what allows you to judge how much a result is worth. It also explains everyday ward puzzles: why the laboratory asks for a fresh sample before antibiotics, why a polymerase chain reaction can be positive when nothing grew, and why a report sometimes gives a family name instead of a species name.

What you need to know first

You should already be able to name the shapes and arrangements of bacteria from section 4.1, and to describe the Gram stain and the cell wall from section 3.3. Three words are introduced here and used throughout: criterion, isolate and scheme. A criterion is one piece of evidence; an isolate is the organism the laboratory has separated from a specimen; a scheme is the fixed order in which the criteria are applied. Nothing else is assumed.

Words to know (5)
Binary fission
The form of reproduction in which one cell grows and then divides into two identical daughter cells, and the way bacteria multiply. One bacterium dividing every 20 minutes can become a visible colony overnight.
Morphology
The visible form of an organism: its shape, its size, its arrangement with other cells, and the structures such as spores or flagella that can be seen. Cocci in chains and cocci in clusters are two different morphologies seen on the same smear.
Culture medium
A prepared mixture of nutrients, on a solid support or in a liquid, on or in which microorganisms are deliberately grown in the laboratory. Blood agar and MacConkey agar are culture media used to grow bacteria from clinical samples.
Serotyping
The identification of bacteria by the antigens on their surface, using antibodies that bind only to the matching antigen. Salmonella isolates are divided into serovars by their O and H antigens.
Polymerase chain reaction (PCR)
A laboratory method that copies one chosen piece of DNA many times over, so that a tiny amount can be detected or sequenced. A PCR test can detect Mycobacterium tuberculosis DNA in a sputum sample within hours.
One idea at a timeIdea 1 / 7

In one sentence Bacteria are unicellular microorganisms with a simple cell structure; they contain both DNA and RNA and multiply by binary fission.

Bacteria are simple cells that multiply by binary fission

Bacteria form a very large group of unicellular microorganisms. Some are parasitic and live at the expense of a host; some are saprophytic and feed on dead organic matter; many are free-living in soil, water and air. Their cell is simple: the chromosome is not enclosed in a nuclear membrane, so the genetic material lies directly in the cytoplasm, and the cell contains both deoxyribonucleic acid (DNA) and ribonucleic acid (RNA). Multiplication is by binary fission, in which one cell grows and then divides into two identical daughter cells. Because the group is so large and so varied, no single observation is enough to name a bacterium, and laboratories therefore combine several criteria into a fixed scheme of identification.

For example

A stool sample grows two kinds of colonies that look identical on the plate. Only the biochemical reactions, the surface antigens and the DNA sequences separate them into two different species.

Pause and check yourself

Why can a laboratory not identify a bacterium from its shape under the microscope alone?

Show the answer

Because many different bacteria share the same shape and arrangement. Morphology narrows the possibilities — a Gram-positive coccus in chains suggests a streptococcus — but the name is confirmed only by combining growth, biochemical, antigenic or genetic results.

Read detailed explanations
Classification and identification are not the same operation

Classification and identification are two different operations, and confusing them is the commonest mistake in this part of microbiology. Classification is the building of the scheme itself. Taxonomists characterise strains, arrange them into a hierarchy of ranks — species, genus, family, order, class, phylum, kingdom and domain — and give each accepted taxon a valid name under the binomial system, in which the genus is capitalised, the species is written in lower case, and the whole name is italicised. Modern bacterial taxonomy is described as polyphasic: the same organism is judged on phenotypic characters (morphology, staining, biochemistry, antigens), genotypic characters (DNA base composition, DNA–DNA hybridisation, gene sequences) and phylogenetic position, so that a new species is never proposed on a single test. Older schools built dichotomous keys, in which each test splits the unknown into two branches, and numerical taxonomy, in which many equal-weight characters are compared and strains are clustered by percentage similarity. Reference strains, called type strains, are deposited in public culture collections such as the American Type Culture Collection or the National Collection of Type Cultures, and their descriptions are summarised in reference works such as Bergey’s Manual, precisely so that a laboratory in one country and a laboratory in another are naming the same thing. Identification is the opposite direction of travel: an unknown isolate is placed into a taxon that already exists. In routine work it is a comparison rather than a discovery, because the laboratory performs a standard set of tests and matches the pattern against a table of known profiles. The clinical consequence is that a report may legitimately stop at different levels. “Escherichia coli” is a species-level identification; “coliform” or “Enterobacteriaceae” is a classification-level statement that is often all the prescriber needs in order to choose an empirical drug, whereas a species-level name matters when it changes therapy, as with Salmonella Typhi or a carbapenem-resistant Klebsiella. A nurse reading a report should therefore ask what level of certainty the name represents, because a genus-level answer often means that the laboratory could not separate two species with the methods available, not that the identification failed.

Why rapid molecular methods have not made culture obsolete

What a sequence cannot tell you. The short answer is that molecular methods answer a different question from the one the clinician most often asks. A polymerase chain reaction or a gene sequence detects nucleic acid. It tells you that DNA from an organism is present; it does not tell you whether that organism is alive, whether it is present in a number that matters, or which antimicrobial will kill it. Dead bacteria release DNA that persists for days, so a positive signal after successful treatment is common and cannot by itself prove failure.

Why susceptibility needs growth. Susceptibility testing, by contrast, requires a living isolate: disc diffusion measures the zone of inhibited growth, and broth dilution measures the minimum inhibitory concentration that stops visible growth, and neither can be performed on a sequence. Only a few resistance mechanisms are predictable from a single gene — the mecA gene of methicillin-resistant Staphylococcus aureus and the blaKPC carbapenemase gene are good examples — while many resistances arise from several genes acting together, from efflux pumps or from loss of porins, so genotype and phenotype do not always agree.

Mixed specimens and enrichment. Culture also separates a mixture: a sputum or wound sample may contain three or four species, and a molecular test performed directly on it gives a combined signal, whereas the plate physically isolates each one. It concentrates a minority organism: a stool culture for Salmonella uses selective enrichment because the pathogen may be outnumbered a thousandfold by normal flora, and the classical threshold of 10⁵ colony-forming units per millilitre of urine remains a useful guide to separate significant bacteriuria from contamination, although lower counts can be significant in a symptomatic patient.

Where culture is still the standard. Culture produces the pure colony that MALDI-TOF and whole-genome sequencing then identify, and it supplies the live isolate that a reference laboratory needs for outbreak typing, for vaccine work and for the frozen biobank that future investigations will use. It remains the reference standard for Mycobacterium tuberculosis, and in many laboratories it is still the only affordable option, since molecular platforms need reagents, stable electricity and a cold chain. Finally, a molecular panel detects only what its primers are designed to detect, and inhibitors in blood or pus can suppress the reaction and produce a false negative. The practical conclusion is not that one method replaces the other but that they are complementary: molecular tests shorten the time to a name, while culture preserves the living organism on which treatment decisions still rest.

How PCR, 16S ribosomal RNA sequencing and MALDI-TOF actually work

Everything in this topic is beyond the supplied notes, which stop at the phrase “specialized molecular biology technique”. The polymerase chain reaction copies a chosen stretch of DNA. The reaction mixture contains the sample DNA, two short primers that flank the target, the four nucleotide building blocks, a thermostable DNA polymerase (Taq, originally obtained from Thermus aquaticus) and a buffer. The mixture is placed in a thermal cycler and taken through repeated cycles: about 95 °C separates the two DNA strands, a step called denaturation; about 50–65 °C lets the primers bind their complementary sequence, called annealing; and about 72 °C lets the polymerase extend the primers, called extension. Each cycle doubles the target, so 30–40 cycles turn a few copies into millions, and it is that exponential increase which lets the method detect an organism present in very small numbers. In real-time PCR the accumulating product is measured by fluorescence, and the cycle at which the signal crosses the threshold — the Ct value — falls as the starting amount of target rises, which makes the test roughly quantitative. For identification the usual target is the gene for 16S ribosomal RNA, roughly 1 500 base pairs long. It contains conserved regions, nearly identical across most bacteria, which allow universal primers to amplify it from almost any species, and nine hypervariable regions lying between them, whose differences carry the species signal. The product is sequenced and compared with curated databases; a similarity of at least about 98.7 % to a type strain is commonly accepted as species-level agreement, while 95–98.7 % suggests only a genus-level placement. Those figures are conventions rather than laws: the older 97 % threshold proposed in 1994 was replaced as more sequences accumulated, which is itself a lesson in how identification depends on the reference database. The same 16S approach, applied by Carl Woese in the 1970s, revealed that the archaea form a separate domain of life, and in clinical work it identifies organisms that culture has failed to grow, such as the cause of culture-negative endocarditis. MALDI-TOF mass spectrometry works differently and much faster. A colony is mixed with a matrix, dried on a target plate and struck by a laser; the matrix absorbs the energy and ionises predominantly ribosomal proteins, which travel through a vacuum tube and are separated by the time they take to reach the detector. The resulting spectrum of mass-to-charge peaks is a reproducible fingerprint, and software compares it with a library of reference spectra and returns a score: about 2.0 or above is accepted as species-level, roughly 1.7–2.0 as genus-level. Identification of a colony then takes minutes instead of a day, which is why a nurse may learn that a blood culture has grown Escherichia coli within hours of the bottle flagging positive. Neither method replaces susceptibility testing: both name the organism, but both still begin from a grown colony.

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Six criteria, one name: how a laboratory identifies an unknown bacterium

Follow one isolate down the chain. Each step answers a different question, and no step answers them all. The first two fast steps at the top narrow the field; culture then supplies the living organism; antigens and genes give the final name. The chain is a scheme, not a single test.

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01 / 6Morphology: the first, fastest clue

Six criteria, one name: how a laboratory identifies an unknown bacteriumFollow one isolate down the chain. Each step answers a different question, and no step answers them all. The first two fast steps at the top narrow the field; culture then supplies the living organism; antigens and genes give the final name. The chain is a scheme, not a single test.1 · MorphologyShape, size, arrangementMicroscope · under 1 hour2 · Staining reactionGram · acid-fastTwo broad groups · under 1 hour3 · Cultural characteristicsGrowth on the chosen mediumColonies · 24–48 hours4 · Biochemical reactionsEnzymes: sugars, urease, oxidaseProfile matched to tables5 · Antigenic structureAntibodies clump matching typesSerovars · seconds to minutes6 · Genetic compositionPCR · 16S rRNA sequencingMALDI-TOF: protein, not DNAConfirmatory · minutes to hours

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Morphology: the first, fastest clue

The smear shows shape, size and arrangement: cocci, rods or spirals, single, in pairs, in chains or in clusters. It is ready within about an hour and tells the team what kind of organism it is dealing with, but several unrelated species share the same appearance, so morphology can never name the organism.

Scheme of the six criteria in the order a routine laboratory usually applies them, not a fixed protocol: the sequence and the time each step takes vary with the organism, the specimen and the laboratory. The times shown are typical for common bacteria; slow growers such as Mycobacterium tuberculosis may take weeks to culture. The plate is schematic and is not drawn to scale.

Key points to remember

  • Bacteria are unicellular microorganisms with a simple cell structure; they contain DNA and RNA and multiply by binary fission.
  • No single criterion identifies a bacterium, so morphology, staining, culture, biochemistry, antigens and genetics are combined into one scheme.
  • Morphology is what the microscope shows; the Gram and acid-fast reactions are the two great staining criteria.
  • Cultural characteristics describe growth on a chosen medium and the colonies it produces; biochemical reactions show which enzymes the organism possesses.
  • Antigenic structure is read by antibodies in serotyping, and genetic composition by molecular methods such as PCR and 16S ribosomal RNA sequencing; MALDI-TOF reads a protein spectrum rather than DNA and is therefore proteomic, not genetic.
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Worked example

Building an identification scheme for a urine sample. A 68-year-old woman on a surgical ward has burning on passing urine, a temperature of 38.4 °C and tenderness over the bladder. She has no urinary catheter. You are the nurse looking after her, and you must collect a midstream urine sample correctly and then understand how the laboratory turns it into a name and a treatment. The laboratory works through the six criteria one at a time, and each step narrows the answer.

  1. Collect the specimen so that it is worth analysing. Explain the midstream technique, cleanse without contaminating the container, collect the middle part of the stream into a sterile pot, label it at the bedside and send it promptly. A sample taken from a bedpan, or one that has stood warm on the ward, grows a mixture of contaminants and tells the laboratory nothing reliable.
  2. Read the first two criteria: morphology and staining. Direct microscopy of the urine shows pus cells and, after Gram staining, Gram-negative rods. That single hour of work already says that the infection is bacterial, that it is probably caused by an enteric organism, and which broad group of antibiotics is reasonable while the rest of the scheme continues.
  3. Use the cultural characteristics. The sample is plated on MacConkey agar and blood agar and incubated. After overnight growth the laboratory counts the colonies: the classical threshold of 10⁵ colony-forming units per millilitre remains a useful guide to significant growth, although lower counts can be significant in a symptomatic patient, whereas a few colonies of several different organisms suggest contamination. Pink colonies on MacConkey show lactose fermentation, and the colony size and appearance add further characters.
  4. Add the biochemical profile, and then the antigenic or molecular confirmation. The isolate is oxidase-negative, catalase-positive, ferments lactose, produces indole and does not use citrate — a profile that agrees with Escherichia coli. If the organism were a Salmonella, a Shigella or an outbreak strain, serotyping with specific antisera would settle the serovar, and MALDI-TOF or 16S ribosomal RNA sequencing would confirm the name in minutes to hours.
  5. Finish with susceptibility and act on the report. The laboratory tests the isolate against a panel of antibiotics and reports each as susceptible, intermediate or resistant. You then give the drug that the report supports, watch the temperature and the patient’s comfort, and report failure to improve rather than waiting for the next review. Notice that the susceptibility result could only be produced because a living isolate had been grown.

Six criteria, one name. Morphology and staining gave a broad group within an hour, culture proved that the organism was present in a significant number and supplied the colonies, biochemistry and serology narrowed the species, molecular methods confirmed it, and susceptibility testing — which needs the living isolate — decided the drug. Every step depended on the specimen that the nurse collected first.

Common misconception

Two wrong models are very common. The first is that one test identifies a bacterium: beginners read “Gram-positive cocci in chains” as if it were a species name, when it describes only a group that still contains several species with different treatments. The second is that modern molecular methods have made culture pointless. In fact a sequence or a protein spectrum shows what DNA or protein is present, while treatment depends on whether the organism is alive and which antibiotic stops its growth, and that still requires a living isolate on a plate.

Check your reasoning

Think of a specimen you have collected or seen collected. Which of the six criteria would answer the clinician’s question fastest, and which one would finally give the name?

Reveal an answer

In most cases the fast answer comes from morphology and staining, because a Gram stain is ready in about an hour and already guides the first antibiotic. The final name usually comes from biochemistry combined with culture, and increasingly from a molecular method such as MALDI-TOF or 16S ribosomal RNA sequencing. The susceptibility result, which decides the actual drug, always comes last because it needs the living isolate.

Where this comes from

  • BMS 114 General Microbiology I lecture notes (supplied) · “Features and classification of Bacteria”, lines 858–863: bacteria as unicellular parasitic, saprophytic and free-living microorganisms with a simple cell structure, containing DNA and RNA and multiplying by binary fission, classified by morphology, staining reactions, cultural characteristics, biochemical reactions, antigenic structure and genetic composition.
  • Beyond the supplied notes — molecular identification methods · the polymerase chain reaction, 16S ribosomal RNA gene sequencing (conserved and hypervariable regions, the approximately 98.7 % species-level similarity convention and the earlier 97 % threshold), and MALDI-TOF mass spectrometry (laser desorption, ribosomal protein spectra and score thresholds) are standard reference material; the notes name only a “specialized molecular biology technique” at line 863.
  • Beyond the supplied notes — classification, identification and the place of culture · the distinction between classification (building the taxonomic scheme, polyphasic taxonomy, type strains, Bergey’s Manual) and identification, and the reasons culture remains the reference method (live isolate for susceptibility testing, viability, mixed cultures, selective enrichment, outbreak typing) are standard microbiology; the notes list the criteria at lines 861–863 without describing them.

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About this course and its sources

Bilingual lessons organised from the supplied BMS 114 General Microbiology I lecture notes (Mr Ngotelo F. Ambene, Mr Lyonga B. Lyonga & Mr Fumbui Louis Ngong). Diagrams are original educational schematics; sections that correct the notes or go beyond them say so in their sources. Nursing and French-language review are pending.