Using Field Techniques

Grades 2-5
The information on this webpage was developed by Nancy Sauer, 
Canyon View Elementary, Kennewick, WA
 Field Techniques Data Collection Procedures Plant and Animal Expert  Washington State Guidelines 
Overview: In order to conduct research on a study site outside your school, or in a local park or preserve what are the different tasks you and the students need to plan? (i.e. field research/activities, compiling data, planning field trips, developing a presentation for your classmates, principal, parents, or beginning work on developing a website). What different types of research teams do we need? (i.e. plant, animal, bird experts) What other special talents can students contribute to their team's project? (drawing, writing, technology expert, data collection etc.) 

One challenge is to find and name as many animal and plant species that are found in the natural habitat near your school. The class should do a KWL (Know, Want to Know, Learned) chart or brainstorm what they know about the study area and its inhabitants. How can you tell which animals use or live in this habitat? How can we document the information you collect? 

Next, list the things you will need to take on our first 'walk through of the study site. See 5-Minute Point Count and Sketch of the Study Site activities that follow. How can you record our general observations of the study site? 

On another trip through the study site, we will want to collect more detailed data on the animals and plant species found there. What is a good way to look for animal clues and record this data? How can we collect plant samples and organize them? Who could we contact to find out about how scientists do these tasks? 

Where might we find resources for identifying the plants and animals? Can you bring in some resources or URLs (websites) that will have information that we might use? 

What will our action plan look like? What do we need to accomplish? Once you've decided what needs to be done, here are some possible research groups that may be useful.

    Plant Experts 
    Animal Experts 
    Bird Experts 
    Career Specialists



Using Field Techniques

5 Minute Point Count

Purpose: Provide an organized format for gathering general animal data. 

Teacher Information: This activity should be done as you QUIETLY enter a study site. Students are asked to spread out and sit quietly for five minutes and make observations of all the things they see and hear around them. Brief notes of insects, spiders, scat, evidence of mammals, and birds seen or heard nearby. This activity helps students to focus on all the critters in the habitat study site. This activity can be repeated at intervals throughout the study area. Watch for animal signs as you walk along. Be sure to have students record the time, weather conditions and date in their journals or 5-minute point count data sheets. 

Materials: 

    clipboard with bull clip or butterfly clip 
    data collection sheet (see 5-minute point count data sheet)
    pencil on a string attached to the clipboard
Procedure: This activity should be done as you QUIETLY enter a study site. Spread out and sit quietly for five minutes and make observations of all the things you see and hear. Make brief notes of insects, spiders, scat, evidence of mammals, and birds seen or heard in the area. This activity helps you to focus on all the critters in the habitat study site. This activity can be repeated at intervals throughout the study area. Watch for animal signs as you walk along. Be sure to record the time, weather conditions and date in your journal.

Sketch of the Study Site

Purpose: Provide an organized format for getting the 'big picture' of the study site. 

Teacher Information: Prior to going out in the field, the teacher should briefly explain what a scientist's sketch might look like; a sketch, not an artist drawing. Have students do a centerfold on the paper. When you arrive at the study site, set the parameters for the drawing: what should be on the left side, where center is for the sketch, and what should be on the right side of the sketch. Label any known vegetation or objects. Depending on the size of the site, several drawings can be done or one panoramic sketch. Be sure to have students label each sketch as to the location, the time, weather conditions and date on the sketch. Be sure to ask students why scientists find it important to sketch sites when collecting data in the field. 

Materials: 

     clipboard with bull clip or butterfly clip 
    drawing paper
    pencil on a string attached to the clipboard
    jeweler's loupe or hand lens on a string
Procedure: Determine the location of your study area. Before taking the students into the field prepare their clipboards and other equipment needed for them to complete their study. Explain to the students what a scientist's sketch looks like. Have them make a small center fold on the paper. When the students arrive at the study site, have them sit quietly and listen as you explain the parameters for the drawing - what should be on the left side, where center is for the sketch, and what should be on the right side of the sketch. Students should label any known vegetation or objects. Depending on the size of the site, students can make several drawings or one panoramic sketch. Be sure to have students label each sketch with the location, time, and weather conditions. Why do you think sketches are important to scientists when they are collecting data in the field? 

Resource Books
An Illustrated Country Lover's Notebook: Make This Your Own a Journal for All Nature-Lovers.
(Illustrated Notebooks). 1997. Juliette Clarke, Helen Exley (Editor). Exley Gift Books. 
Discovering Nature Journal. 1998 Amber Lotus
Field Days: Journal of an Itinerant Biologist. 1994. Roger B. Swain. Lyons Press. Nature Journal. Amber Lotus. 1998. Amber Lotus. 


herbarium graphic

Making an Herbarium

An herbarium is an organized collection of vegetation samples. 

Materials:

    5 X 8 plain index cards 
    clear scotch tape
    plant presses or newspapers & student texts or encyclopedias
    clear contact paper -cut in 6 X 9 pieces
    information labels (sample below)
    zip lock bags
    work gloves 
    pruning shears
    permanent markers
samples

Teacher Information: Conduct a field trip of the study site and have students or teams gather samples of the various plant species. You may wish to set minimum or maximum number of specimens to collect. A "good sample" includes a specimen with leaves, stem, roots (flowers, if possible). 

NOTE: If a plant is found that is unusual and there are only a few in the area, ask students why they should or should not collect the roots of this plant? The plant could be a rare, threatened or endangered. Students should collect the specimen and place it in their ziplock bag. While in the field they should note in their journal where they collected their specimen, the time, description of site and the name of the plant. This record should be numbered or lettered and the same number should be written on the bag with the permanent marker. 

You may also want to consider taking photos of the plants as specimens are collected. Digital cameras are wonderful in the field and the photo can help in identifying the plant. You may want to assign one-two students to be the project photographers. They will also need to keep information in their journals concerning the location of the plant, the number assigned by the "researcher", and the number of the photograph. 

If a walking tour is done with a plant expert, samples may be immediately taped to an index card and labeled. The same drying procedure is used for the taped/labeled index card specimens. 

Drying Procedure: Gather all the samples and then place specimens in sheets of newspaper to dry. Student textbooks /encyclopedias can then be stacked on top of the plant samples as they dry. Make sure students place a temporary label with the plant so they can refer back to their journal entry for the final label. After several days or a weekend, the plant samples can be mounted and taped onto the 5 X 8 index cards. The generic label information is added for each sample. 

Labeling process: Each specimen needs to be labeled with the date, location, county etc. Clear contact paper can be used to preserve the specimens. 

The final products might be:

  • A herbarium on a ring - samples are carefully mounted and labels filled out. Cards may be covered with clear contact paper to help preserve the specimens.
  • index cards stored in a perforated veggie bag - all the samples are carefully mounted and labeled then stored in a perforated vegetable bag.
  • a sample herbarium in a manila folder - plant specimens are mounted and labeled and then organized by type of sample. i.e. grasses, shrubs in manila folders.
Herbarium samples should be gathered several times throughout the year as the vegetation changes in the study site. 

Other suggestions for creating a classroom herbarium: 

  • When collecting samples from trees, it's helpful to have a sketch of the shape of the tree.
  • Students should separate their specimens by species - i.e. grasses, shrubs, forbs, trees etc. 
  • Identifying native plants and alien species.
  • Provide students with samples of properly labeled specimens so they have a good model of what an acceptable herbarium looks like. 
Sample Label: 
    Common Name
    Scientific Name
    Location
    Growing site (shade, tree trunk etc.)
    Native species or Alien species
    Resource used
    Name of Collector/Date
Resource Books:
Sagebrush Country. 1992 . Ronald J. Taylor. Mountain Press Publishing
Weeds of the West. 1996. Tom D. Whitson. Pioneer of Jackson Hole-4
Science Nature Guides Wild Flowers. 1994.Pam Forey. Thunder Bay Press. 
Science Nature Guides, Trees. 1994. Alan Mitchell. Thunder Bay Press. 

Plant and Animal Expert Data Collection Procedures

Materials needed: 
  • 30m or 50m tape, 
  • 1m tape for every 2 students,
  • 2 stakes to hold the 50m tape
  • 4 stakes to mark the corners of the 10m square
  • 12-15 Hula Hoops (borrowed from the PE teacher)
  • Sample Plot Frames (directions for building included)
Four procedures for collecting plant and animal data are explained below. Each procedure, except the random hoop toss, allow for the study to be replicated from season to season or year-to-year. The 10 meter square plot and the random hoop toss both provide for gathering data for a large area. The Hoop transect and Sample Plot Frames provide a way to focus in on more precise data collection. After reviewing the four procedures, you and your classmates will need to decide which methods will best meet your research needs. 

Random Hoop Toss

Procedure: The random hoop toss provides a simple format for focusing on plant life and or animal life within a limited plot area. Students should gently toss the hoop backwards over their head. Have the students walk to the spot where the hoop landed. It is their responsibility to sketch all the things observed within the hoop. This procedure is repeated by each team 3-6 times within the assigned plot area. The data for each hoop toss is then summarized to determine the dominant species of plants and animals for the study site. 

Student Focus Questions:
Why is it important to do random sampling? 
Should you count specimens only partially inside the hoop? 
You and your classmates will need to agree on some 'ground' rules. Why is this important? 


10m square

10 Meter Square

Procedure: The 10m square is another technique used to collect the number of species in an assigned area. Teams will need 4 stakes, several tapes or some string to mark off the 10m square. Note: This technique may be more appropriate for an area with less ground vegetation and larger vegetation. Different species can then be counted. The results from each 10m square should be compiled and summarized. 

Student Focus Questions:
Ask your students if they can you think of a way to keep track of the number of different species of plants they've observed within the square? Are they able to see signs of insects and other animals? Be sure to document those findings. How can you document a 'good find' that isn't inside the 10m square?


hoop

Hoop Transect

Procedure: The hoop transect procedure uses hula-hoops, 1-meter tapes and a 50m tape and 2 stakes. Assign your 2 student teams a particular plot to sketch and document. This technique will help them to focus in on the plants, insects and animal signs within a given plot. 

Student Focus Questions:
How far apart will you need to be to effectively sample an area? 
How can you document your location so that you and your classmates can return at another time to replicate this study? 
Why would it be important to be able to visit the same exact plot at another time?


20 cm X 50 cm inside measurement
plot frame

Sampling Plot Frame

A sampling plot frame provides another more detailed way for students to focus on the dominant plant species. Insect and animal evidence can also be documented. Each team of 2 - 3 will need a plot frame to use and a meter tape. Plots will be assigned in a manner similar to that of the hoop transect. Be sure to have student label their exact location from the 50m tape. The class will need to decide how to record their observations of ground cover for each decimeter square (10cm X 10cm). Will they choose to use 10%, 20%... or >50% or <50%? 

Student Focus Questions:
Will you do a sketch, name the dominant species or collect a sample for each section of the frame? 
How do you document a 10cm square with no vegetation? 
How can your class summarize this data? 
When do you think scientists would use this precise data?
 
 

Washington State Essential Academic Learning Requirements:

Science
Standard: The student understands and uses scientific concepts and principles. To meet this standard, the student will:
    1.1 use properties to identify, describe, and categorize substances, materials, and objects, and use characteristics to categorize living things.
    1.2 recognize the components, structure, and organization of systems and the interconnections within.
Standard: The student knows and applies the skills and processes of science and technology. To meet this standard, the student will:
    2.1 develop abilities necessary for scientific inquiry
    2.2 apply science knowledge and skills to solve problems or meet challenges
Standard: The student understands the nature and contexts of science and technology. To meet this standard, the student will: 
    3.1 understands the nature of scientific inquiry
Mathematics
Standard: The student understands and applies the concepts and procedures of mathematics. To meet this standard, the student will:
    1.1 understand an apply concepts and procedures from number sense
    1.2 understand and apply concepts and procedures from measurement
    1.3 understand and apply concepts and procedures from geometric sense
    1.4 understand and apply concepts and procedures from probability and statistics
Standard: The student uses mathematics to define and solve problems. To meet this standard, the student will:
    2.1 investigate situations
    2.2 formulate questions and define the problem
Standard: The uses mathematical reasoning. To meet this standard, the student will:
    3.1 analyze information
Standard: The student communicates knowledge and understanding in both everyday and mathematical language. To meet this standard, the student will:
    4.1 gather information
    4.2 organize and interpret information
Standard: The student understands how mathematical ideas connect within mathematics, to other subject areas, and to real-life situations. To meet this standard, the student will:
    5.2 relate mathematical concepts and procedures to other disciplines
    5.3 relate mathematical concepts and procedures to real-life situations.
Reading
Standard: The student understands and uses different skills and strategies to read. To meet this standard, the student will:
    1.1 use work recognition and word meaning skills to read and comprehend text
    1.2 use features of non-fiction text and computer software
Standard: The student understands the meaning of what is read. To meet this standard, the student will:
    2.1 comprehend important ideas and details
    2.2 expand comprehension by analyzing, interpreting and synthesizing information and ideas.
Standard: The student reads different materials for a variety of purposes. To meet this standard, the student will:
    3.1 read to learn new information read to perform a task
    3.2 read to perform a task
Communication
Standard: The student uses listening and observation skills to gain understanding To meet this standard, the student will:
    1.1 communicate clearly to range of audiences for different purposes
    1.2 listen and observe to gain and interpret information
    1.3 check for understanding by asking questions and paraphasing
Standard: The student communicates ideas clearly and effectively. To meet this standard, the student will:
    2.1 communicate clearly to range of audiences for different purposes
    2.2 develop content and ideas
    2.3 use effective language and style
Writing
Standard: The student writes in a variety of forms for different audiences and purposes. To meet this standard, the student will: 
    2.2 write for different purposes
    2.3 write in a variety of forms