Science> Year 9> Unit 2> Lesson 07

Valency and Ion Formation

Once students understand outer-shell electrons and stability, valency stops looking like a random number rule. This lesson turns the stability idea into the logic of electron gain and loss, and introduces cations and anions as the next step toward bonding.

Year 9 Science Stage 5 5 MC · 3 Short Answer Lesson 7 of 20 SC5-MAT-01 · Valency, cations and anions
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Think First

Q1: Why would an atom lose electrons or gain electrons instead of just staying unchanged?

Many students hear about ions as if atoms change charge for no reason. Before the formal language, write why you think electron gain or loss might happen.

Q2: A sports drink label lists sodium and potassium. Why are these elements described as ions rather than atoms in the drink?

Think about what happens when sodium and potassium atoms interact with water, and why they form charged particles.

Key Terms — scan these before reading
ValencyThe combining capacity used at Stage 5 to describe how atoms can gain, lose or share electrons to reach a stable arrangement.
IonA charged particle formed when an atom gains or loses electrons.
CationA positively charged ion formed when electrons are lost.
AnionA negatively charged ion formed when electrons are gained.
Positive chargeResults when there are more protons than electrons.
Negative chargeResults when there are more electrons than protons.

Know

  • valency is linked to the drive toward a more stable outer shell
  • losing electrons forms cations and gaining electrons forms anions
  • ion charge depends on the balance of protons and electrons

Understand

  • ion formation is not random; it is connected to stability
  • positive and negative charges can be explained logically from electron change
  • ion formation can be explained using stability and charge

Do

  • identify whether an ion is a cation or an anion
  • explain how electron gain or loss changes charge
  • use valency language at the Stage 5 level
1
Combining Capacity

Valency is the Stage 5 way of describing how atoms reach stability

Valency makes more sense when students see it as a stability idea, not as a number to memorise without reason.

In this unit, valency is used to describe the combining behaviour of atoms in relation to their outer-shell electrons. Atoms with outer shells that are not yet stable may lose electrons, gain electrons or later share electrons. Valency is the language students use to describe that tendency at the Stage 5 level.

That means valency is not just a label to copy from a chart. It is a way of describing what an atom is likely to do when its outer shell is not yet in a stable arrangement. Once students see that link, the idea becomes more logical and easier to remember.

Key Logic
Connect valency to the stable outer-shell idea from Lesson 06 so the charge changes make sense.
2
Gain and Loss

Atoms can form ions by losing or gaining electrons

Atoms do not change the number of protons when they form simple ions in this Stage 5 model. Instead, they gain or lose electrons. If an atom loses electrons, it is left with more protons than electrons and becomes positively charged. If it gains electrons, it ends up with more electrons than protons and becomes negatively charged.

Cation

  • formed by losing electrons
  • becomes positively charged
  • more protons than electrons

Anion

  • formed by gaining electrons
  • becomes negatively charged
  • more electrons than protons
Misconception
Students often say atoms gain positive charge by adding protons. That is not the Stage 5 ion-formation model here. The change in charge comes from losing or gaining electrons.
3
Model Examples

Simple examples help students see why charge changes happen

Neutral atom

Na

Equal numbers of protons and electrons in the simple model.

Cation formed

Na+

Losing one electron leaves the particle positively charged.

Anion formed

Cl-

Gaining one electron makes the particle negatively charged.

Simple Stage 5 ion models show how electron gain or loss changes charge

Students do not need every possible ion in this lesson. They need the core logic: electron gain and loss change charge, and that process links back to the idea of a more stable outer shell.

For example, sodium tends to lose one electron because that leaves it with a more stable arrangement. Chlorine tends to gain one electron because that also moves it toward a more stable outer shell. The charges are not random; they are the result of electron change.

Ion Formation: Electron Transfer Sodium atom (Na) 11 protons, 11 electrons Neutral (no charge) loses e⁻ Sodium ion (Na⁺) 11 protons, 10 electrons Positive charge (cation) e⁻ Free electron gains e⁻ Cl atom 17 p, 17 e⁻ Neutral Cl⁻ 17 p, 18 e⁻ Negative Proton number stays the same. Only electrons are lost or gained. Charge changes because protons and electrons are no longer equal. Losing electrons → more protons than electrons → positive ion (cation).
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Next Step

Ion formation can be explained by electron gain, electron loss and charge

Ion formation makes the idea of stability visible. When students understand that losing electrons creates cations and gaining electrons creates anions, they can explain charge changes logically instead of memorising them as isolated facts.

This is also why charge language matters. Positive and negative signs are not decorations added to symbols. They show the balance between protons and electrons after electrons have been lost or gained.

Copy Into Your Books +

Valency

Valency describes the combining behaviour of atoms as they move toward a more stable outer-shell arrangement.

Cation

A cation is a positively charged ion formed when an atom loses electrons.

Anion

An anion is a negatively charged ion formed when an atom gains electrons.

Why this matters

Ion formation links outer-shell stability to the charged particles students describe in chemistry.

Activities

Activity 1: Explain the Charge

Explain why losing electrons creates a positive ion and gaining electrons creates a negative ion.

Activity 2: Link to Stability

Write a short explanation showing how valency, ion formation and stability are connected.

Claim-Evidence-Reasoning Frame

Claim: State your position or answer clearly.
Evidence: Use facts and concepts from the lesson.
Reasoning: Explain how the evidence supports your claim.

Check Your Understanding

Understand Core

1. What is valency used to describe at Stage 5?

AThe combining behaviour of atoms as they move toward stability
BThe number of neutrons only
CThe colour of an element in the periodic table
DThe total mass of the nucleus only
Understand Core

Which option does not describe what valency is used for at Stage 5?

AThe combining behaviour of atoms as they move toward stability
BThe number of neutrons only
CThe colour of an element in the periodic table
DThe total mass of the nucleus only
Understand Core

2. How is a cation formed?

ABy gaining electrons
BBy gaining protons
CBy losing electrons
DBy losing neutrons
Understand Reasoning

3. Why is an anion negatively charged?

ABecause it has fewer electrons than protons
BBecause it has gained electrons and now has more electrons than protons
CBecause it has lost protons
DBecause it has no outer-shell electrons
Apply Reasoning

4. Which statement best links ion formation to the stability idea from Lesson 06?

AIons form randomly and stability does not matter
BAtoms change charge only to alter their mass
CAtoms gain and lose electrons only to change their symbol
DAtoms may gain or lose electrons to move toward a more stable outer-shell arrangement
Analyse Extended

5. Which statement best explains why sodium forms a positive ion?

ASodium gains protons and becomes heavier
BSodium loses an electron, so it has more protons than electrons
CSodium gains an electron and becomes positive
DSodium changes all of its neutrons into charge

Short Answer

Understand 3 marks

Explain what a cation is and what a positive charge means in terms of protons and electrons. 1 mark for defining a cation. 1 mark for explaining it forms by losing electrons. 1 mark for explaining positive charge means more protons than electrons.

Apply 4 marks

Explain why an atom might gain electrons to form an anion. 1 mark for explaining that gaining electrons moves toward stability. 1 mark for explaining that more electrons than protons creates negative charge. 1 mark for defining anion. 1 mark for linking back to the stability idea.

Analyse 4 marks

Why is valency easier to understand after learning about outer-shell electrons and stability? 1 mark for explaining that valency connects to outer-shell electrons. 1 mark for explaining that stability gives a reason for the number. 1 mark for explaining that without stability it seems random. 1 mark for linking to ion formation logic.

Revisit Your Thinking

Return to the opening question. Can you now explain why atoms may gain or lose electrons using stability and charge language?

Model Answers

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Multiple Choice

1: A. Valency describes the combining behaviour of atoms as they move toward stability.

2: C. A cation is formed by losing electrons.

3: B. An anion is negative because it has gained electrons and now has more electrons than protons.

4: D. Ion formation is linked to the move toward a more stable outer shell.

5: B. Sodium becomes positive when it loses an electron and is left with more protons than electrons.

Short Answer 1 (3 marks)

Sample answer: A cation is a positively charged ion. It forms when an atom loses electrons. Positive charge means the particle has more protons than electrons.

1 mark for defining a cation. 1 mark for explaining it forms by losing electrons. 1 mark for explaining positive charge means more protons than electrons.

Short Answer 2 (4 marks)

Sample answer: An atom may gain electrons because this can move it toward a more stable outer-shell arrangement. This forms an anion because gaining electrons gives the particle more electrons than protons, so the charge becomes negative. This links to stability because the change is part of reaching a more favourable arrangement.

1 mark for explaining that gaining electrons moves toward stability. 1 mark for explaining that more electrons than protons creates negative charge. 1 mark for defining anion. 1 mark for linking back to the stability idea.

Short Answer 3 (4 marks)

Sample answer: Valency is easier to understand because students already know that outer-shell electrons and stability matter in chemical behaviour. Without the stability idea it would seem like a random number rule. This matters because Stage 5 bonding is more logical when students see the pattern behind it.

1 mark for explaining that valency connects to outer-shell electrons. 1 mark for explaining that stability gives a reason for the number. 1 mark for explaining that without stability it seems random. 1 mark for linking to ion formation logic.

Lesson Summary

Valency

Valency describes combining behaviour in relation to stable outer-shell arrangements.

Cations

Cations form when atoms lose electrons and become positively charged.

Anions

Anions form when atoms gain electrons and become negatively charged.

Charge Logic

Students should now be able to explain how electron gain or loss changes charge and forms ions.

🏎️
Speed Race

Race Through Ionic Bonding

Speed through questions on ion formation, ionic bonding and compound properties. Transfer electrons, transfer the win!

Mark Lesson Complete
Save your progress once you can explain valency, cations, anions and the logic of ion formation.
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Interactive: Ion Formation Studio