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The essential guide to successful ecological research-now updated and expanded

Most books and courses in ecology cover facts and concepts but don't explain how to actually do ecological research. How to Do Ecology provides nuts-and-bolts advice on organizing and conducting a successful research program. This one-of-a-kind book explains how to choose a research question and answer it through manipulative experiments and systematic observations. Because science is a social endeavor, the book provides strategies for working with other people, including professors and collaborators. It suggests effective ways to communicate your findings in the form of journal articles, oral presentations, posters, and grant and research proposals. The book also includes ideas to help you identify your goals, organize a season of fieldwork, and deal with negative results. In short, it makes explicit many of the unspoken assumptions behind doing good research in ecology and provides an invaluable resource for meaningful conversations between ecologists.

This second edition of How to Do Ecology features new sections on conducting and analyzing observational surveys, job hunting, and becoming a more creative researcher, as well as updated sections on statistical analyses.

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Über die Autorin bzw. den Autor

Richard Karban is professor of entomology at the University of California, Davis. He is the coauthor of Induced Responses to Herbivory. Mikaela Huntzinger is assistant director of the Center for Excellence in Teaching and Learning at the University of California, Davis. Ian S. Pearse is a postdoctoral associate at the Cornell Lab of Ornithology at Cornell University.

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How to Do Ecology

A Concise Handbook

By Richard Karban, Mikaela Huntzinger

PRINCETON UNIVERSITY PRESS

Copyright © 2014 Princeton University Press
All rights reserved.
ISBN: 978-0-691-16176-1

Contents

List of Illustrations, vii,
List of Boxes, ix,
Preface to the Second Edition, xi,
Introduction: The Aims of This Book, xiii,
Chapter 1. Picking a Question, 1,
Chapter 2. Posing Questions (or Picking an Approach), 19,
Chapter 3. Using Experiments to Test Hypotheses, 37,
Chapter 4. Analyzing Experimental Data, 58,
Chapter 5. Using Surveys to Explore Patterns, 77,
Chapter 6. Building Your Indoor Skills, 97,
Chapter 7. Working with People and Getting a Job in Ecology, 105,
Chapter 8. Communicating What You Find, 119,
Chapter 9. Conclusions, 164,
Acknowledgments, 167,
References, 169,
Index, 177,


CHAPTER 1

Picking a Question


Perhaps the most critical step in doing field biology is picking a question. Tragically, it's the thing that you are expected to do first, when you have the least experience. For example, it helps to get into grad school if you appear to be focused on a particular set of questions that matches a professor's interests. However, at this stage in most students' careers, many topics sound equally interesting, so this forced focus is difficult or even painful.

The question that you pick should reflect your goals as a biologist. If you are a new grad student, your short-term goal might be nothing more than to succeed in grad school. However, it's important to look farther down the road even as you're beginning. A common mid-term goal is getting your first job. For most jobs—those at research universities, small liberal arts colleges, federal agencies, nonprofit organizations—search committees will want to see a strong record of research and publication even if you won't be expected to conduct research or publish a lot on the job. Box 1 presents a justification for this bias. Search committees want to know that you are capable of advancing the field and communicating effectively. (They may also want to see other qualifications and experiences, such as teaching.) We consider strategies for getting different kinds of jobs in ecology in chapter 7. Achieving a goal like getting a first job also demands that you build a mid-term plan for your research. For example, your plan might include solving a problem in restoration, such as how to return a particular piece of real estate to some level of ecological functioning. A more conceptual mid-term goal might involve making people rethink the interactions that are important determinants of the abundance or distribution of species.

Long-term goals are harder to formulate but are at least as important. (If you don't believe this, talk to some burnt-out researchers late in their careers. Some people never bothered to stop and figure out what they really valued and wanted to accomplish for themselves. Thinking through your big-picture, long-term goals makes doing the work more enjoyable.) Some long-term goals that you might want to try out include attempting to influence how you and others think about or practice a certain subdiscipline of biology, or how we manage a habitat or species. Such long-term goals can provide a yardstick with which to evaluate your choice of project. Your long-term goals should suit you and not necessarily your major advisor (who may consider a nonacademic career a waste of time) and not necessarily your parents (who may try to convince you that a conceptual thesis will leave you unemployable). Refer to the "How to Get a Job" section of chapter 7 to begin the difficult work of untangling your goals from theirs.

From the beginning, consider your short-, mid-, and long-term goals as you pick your research question. Push yourself to pose a question that both satisfies your goals and will be of broad interest to others. At the same time, don't let the quest for the perfect question keep you from making tangible research progress. Figure out how narrow or broad you want your research question to be. You should recognize that if you answer a very specific question, your results may be considered important by only a very small community. Academics are more likely to get enthused about a more general question. On the other hand, it is also possible to ask a question that is too general (theoretical), so you should ask yourself if your answer will reflect reality for at least one actual species. Having a model organism in mind will keep you more grounded in reality and increase the size of your audience.

If your question is very specific, ask whether you can generalize from your results. You may find yourself answering a specific, non-conceptual question about fisheries biology, restoration, and so on if you receive funding from an applied source. It may not be possible to couch your question in more conceptual terms. If so, you may be able to ask a complementary, more general question as well. For example, your specific question might be which animals visit a particular night-blooming flower. More general (and interesting) questions might be which visitors succeed at pollinating the flower and what qualities of the flower and visitor make pollination more likely. The answer to these latter questions will be compelling to a wider audience.

Not only should your question be of broad conceptual interest, but it should also be as novel as possible. All projects have to be original to some extent. We all like to hear new stories and new ideas, and ecologists place a large premium on novelty. if you are asking the same question that has been answered in other study systems (that is, with similar organisms in analogous environments), it behooves you to think about what you can do to set your study apart from the others. that said, if you are trying to start a project and haven't yet thought of a novel question, one useful way to begin is to repeat an experiment or a study that captured your attention and imagination. Sometimes repeating a published study as a jumping off place will keep you from getting stuck and will inspire you to move in an exciting new direction.

Policy makers are much less concerned with novelty than academics are. If you are funded by an agency to answer a specific policy question, you will need to balance your academic colleagues' expectation of novelty and your funding source's demands to answer the specific question for which they are giving you money. Your first priority should be to generate relevant data for your funders; however, if possible, ask additional, complementary questions in your study system that can lead to publishable research.

So you're looking for questions that are specific yet general and novel yet relevant to your goals. You could fret about this for years. Don't obsess about thinking up the perfect study before you are willing to begin (see box 2). One of the most unsuccessful personality traits in this business is perfectionism. Field studies are never going to be perfect. For example, don't get stuck thinking that you need to read more before you can do anything else. Reading broadly is great, but you will learn more by watching, tweaking, and thinking about your system. In addition, it is not realistic to expect yourself to sit at your desk and conjure up the perfect study that will revolutionize the field. Revolutionary questions don't get asked in a vacuum; they evolve. You start asking one question, hit a few brick walls, get exposed to some ideas or observations that you hadn't previously considered, and pretty soon you're asking very different questions that are better than your initial naive ones. Most projects don't progress as we originally conceived them.

It is fine to start by asking a relatively "small" question. By small we mean specific to your study system and with relatively little replication. Small questions will often generate more excitement for you than bigger ones because their more modest goals can be achieved with relatively few data and much more quickly. Imagine that you want to study rates of predation on goose eggs. These eggs are difficult to find and highly seasonal. So, you could conduct a small pilot experiment with three cartons of eggs from the grocery store. Your pilot study will not give you definitive answers about goose eggs but will likely provide useful insights about how to conduct that experiment. If results from the pilot study turn out as expected, they can provide a foundation for a bigger project. if the results are unexpected, they can serve as a springboard for a novel working hypothesis. Almost all of our long-term projects had their beginnings as small pilot "dabbles."

Fieldwork is a hard business, and many of the factors associated with failure or success are beyond your control. You should ask whether your ideas are feasible—are you likely to get an answer to the questions that you pose? Do you have the resources and knowledge to complete the project? To deal with the reality that field projects are hard to pull off, we suggest that you try several pilot studies simultaneously. If you know that you want to ask a particular question, try it out on several systems at the same time. You'll soon get a sense that the logistics in some systems are much more difficult than those in others, and that the biological details make some systems more amenable to answering particular questions. It is a lucky coincidence that Gregor Mendel worked on peas, since they are particularly well suited to elucidating the particulate nature of inheritance. Other people attempted to ask similar questions but were less fortunate in the systems that they chose to investigate. Since most field projects don't work, try several possibilities and follow the leads that seem the most promising. Don't get discouraged about the ones that don't work. Successful people never tell you about the many projects they didn't pull off. You should feel fortunate if two out of seven work well.

An essential ingredient of a good project is that you feel excited about it. The people who are the most successful over the long haul are those who work the hardest. No matter how disciplined you are, working hard is much easier if it doesn't feel like work but rather something that you are passionate about. You've heard the old saying, "If you have a job you love, you will never have to work a day in your life." Pick a project that is intellectually stimulating to you. You are the one who has to be jazzed enough about it to do the boring grunt work that all field projects involve. You will feel much more inclined to stay out there in the pouring rain, through all the mind-numbing repetitions that are required to get a large enough sample size, if you have a burning interest in your question and your system.

There are two approaches to picking a project: starting with the question or starting with the system. The difference between these two is actually smaller than it sounds because you generally have to bounce between both concerns to come out at the end with a good project. So regardless of which one you start with, you need to make sure that you are satisfying a list of criteria related to both.

Many successful studies start with a question. You may be interested in a particular kind of interaction or pattern for its own sake or because of its potential consequences. For example, you may be excited by the hypothesis that more diverse ecological systems are intrinsically more stable. Perhaps you are interested in this hypothesized relationship because if it is true, it could provide a sound rationale for conserving biodiversity, and if it is not generally true, ecologists should not attempt to use it as a basis for conservation policy. Since many studies have considered this question, you should think about what's at the bottom of the hypothesized link between biodiversity and stability. Have previous studies addressed these key elements? Are there novel aspects of this question that haven't been addressed yet? Are there assumptions that scientists take for granted but have never tested? Even questions that have been addressed by many researchers may still have components that have yet to be asked.

If you start by asking a question, you will need to find a suitable system to answer it. The system should be conveniently located. For example, if you don't have money for travel, choose a system close to home, and if you don't like to hike, choose plots near the road. Your study organisms or processes should be common enough for you to get good replication. Ideally, your sites should be protected from vandalism by curious people and animals (or it should be possible for you to minimize these risks). Your system should be amenable to the manipulations that you would like to subject it to and the observations you would like to make. You can get help finding systems by seeing what similar studies in the literature have used, by asking around, or by looking at what's available at field stations or other protected sites close to your home. The appropriate system will depend upon the specific questions that you want to ask. If your question requires you to know how your treatments affect fitness, you will want to find an annual rather than a charismatic but long-lived species. If your hypothesis relies upon a long history of coevolution, you should probably consider native systems rather than species that have been recently introduced. (Incidentally, there is a widespread chauvinism about working in pristine ecosystems. The implicit argument seems to be that the only places where we can still learn about nature are those that have not been altered by human intervention. We wonder if any such places really exist. certainly, less disturbed places are inspiring and fun, but they also represent a very small fraction of the earth's ecosystems. there are still plenty of big questions about how nature works that can be asked in your own backyard, regardless of where you live—we can attest to this, having worked in some uninspiring places.)

One danger to guard against is trying to shoehorn a system to fit your pet hypothesis. If you start with a question, make sure you are willing to look around for the right system for that question and that you are willing to modify your question as necessary to go where the natural history of your chosen system takes you. You cannot make your organisms have a different natural history, so you must be willing to accept and work with what you encounter.

If you start with an organism or a system because of your interests, your funding, your major professor, whatever, you may find yourself in search of a question. often one organism becomes a model for one kind of question, but it has not been explored for others. For example, the ecologies of lab darlings Drosophila and Arabidopsis are poorly known in the field. If everyone has used a system to ask one kind of question, there may be a lot of background natural history known about that system, but nobody has thought to ask the questions that you have. If you have a system but need a question, try reading broadly (and quickly) to get a sense of the kinds of questions that are exciting and interesting to you.

If you don't already have a system in mind but want to start out by taking this direction, try going to a natural area and spending a few days just looking at what's there. Generate a list of systems and questions in your notebook that you can mull over and prioritize later. Another useful approach is to start with a natural pattern you observe. First quantify that pattern. For example, you might observe that snails are at a particular density at your study site. Next ask whether there is natural variation in this measurement. Do some microhabitats have more snails than others? Is there natural variation associated with behavioral traits? For example, are the snails in some spots active but those in other places aestivating? Is there variation between individuals? Are the snails in some microenvironments bigger than those in others? Are bigger snails more active? And so on. Once you have quantified these patterns, ask more about them. What mechanisms could cause the patterns that you observe? What consequences might the patterns have on individuals and on other organisms?

Even if the pattern you observe in your scouting has been described before, there are likely to be many great projects available. If it is an important and general pattern, other people have probably noticed it too. However, it is less likely that the ecological mechanisms that cause the pattern have been evaluated. Understanding ecological mechanisms not only provides insight into how a process works, but also can tell us about its effects and where we would predict it to occur. elucidating the mechanisms of a well-known pattern is likely to be a valuable contribution. Generate a list of potential mechanisms and then devise ways to collect evidence to test the strength of each. it is also less likely that the consequences of the pattern have been described. Does the pattern affect the fitness of the organisms that show it? Does the pattern affect their population dynamics? Does it affect the behaviors of other organisms in the system? Answering any one of these questions is plenty for a dissertation.

Don't assume that questions have been answered just because they seem obvious. For example, thousands of studies have documented predation by birds on phytophagous insects, but the effects of that predation on herbivory rates and plant fitness went relatively unexplored for decades (Marquis and Whelan 1995). More recently, effects of bird predation have been found to vary dramatically from one tree species to another (Singer et al. 2012). As another example, although periodical cicadas are the most abundant herbivores of eastern deciduous forests of north America, their interactions with their host plants and the rest of the community are largely unexplored. Pulses of dead cicada adults stimulate soil microbes and alter plant communities (Yang 2004). In short, there are still many interesting unanswered questions even in well-known systems.


(Continues...)
Excerpted from How to Do Ecology by Richard Karban, Mikaela Huntzinger. Copyright © 2014 Princeton University Press. Excerpted by permission of PRINCETON UNIVERSITY PRESS.
All rights reserved. No part of this excerpt may be reproduced or reprinted without permission in writing from the publisher.
Excerpts are provided by Dial-A-Book Inc. solely for the personal use of visitors to this web site.

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