Research methods in ecology

by Frederic E. Clements

The Determination of Factors

31. The need of exact measurement. Any serious endeavor to find in the habitat those causes which are producing modification in the plant and in vegetation can not stop with the factors merely. The next step is to determine the quantity of each. It is not sufficient to hazard a guess at this, or to make a rough estimate of it. Habitats differ in all degrees, and it is impossible to institute comparisons between them without an exact measure of each factor. Similarly, one can not trace the adaptations of species to their proper causes unless the quantity of each factor is known. It is of little value to know the general effect of a factor, unless it is known to what degree this effect is exerted. For this purpose it becomes necessary to appeal to instruments, in order to determine the exact amount of each factor that is present in a particular habitat, and hence to determine the ratio between the stimulus and the amount of structural adjustment which results. The employment of instruments of precision is clearly indispensable for the task which we have set for ecology, and every student that intends to strike at the root of the subject, and to make lasting contributions to it, must familiarize himself with instrumental methods. One great benefit will accrue to ecology as soon as this fact is generally recognized. The use of instruments and the application of results obtained from them demand much patience and seriousness of purpose upon the part of the student. As a consequence, there will be a general exodus from ecology of those that have been attracted to it as the latest botanical fad, and have done so much to bring it into disrepute.

32. The value of meteorological methods. At the outset there must be a very clear understanding that weather records and readings have only a very general value. This is in spite of the fact that the instruments employed are of standard precision. An important reason for this lack of value is that readings are not made in a particular habitat; as a rule, indeed, they are made in towns and cities, and hence are far removed from masses of vegetation. They are usually taken at considerable heights, and give but a general indication of the conditions at the level of vegetation. The chief difficulty, however, is that the factors observed at weather stations—temperature, pressure, wind, and precipitation—are those which have the least value for the ecologist. It is true that a knowledge of the temperature and rainfall of a great region will afford some idea of the general character of its vegetation. A proper understanding of such a vegetation is, however, to be gained only through the exact study of its component formations. Ecology has already incurred sufficient censure as a subject composed of very general ideas, and the use of meteorological data, which can never be connected definitely with anything in the plant or the formation, should be discontinued. This must not be understood to mean that meteorological instruments can not be used in the proper place and manner, i. e., in the habitat.

33. Habitat determination. It is self-evident that determinations of factors by instruments can only be of value in the habitat where they are made. In other words, a habitat is a unit for purposes of measuring its factors, and measures of one habitat have no exact value in another. This fact can not be overstated. Thus, while it is perfectly legitimate, and indeed highly desirable, to locate thermographs in different mountain zones for ascertaining the rate at which temperature decreases with altitude, the data obtained in this way are not directly applicable in explanation of plant or formation changes, except when the same species occurs at different altitudes. Special methods are valuable and often absolutely necessary, but in view of the fact that the plant as well as the formation is the definite product of a definite habitat, the fundamental rule in instrumentation is that complete readings must be made within a habitat for that habitat alone. This necessarily presupposes a certain preliminary acquaintance with the habitat to be investigated, as it is imperative that the station for making readings be located well within the formation, in order to avoid transition conditions. In vegetation, there are as many habitats as formations, and in addition a large number of new and denuded habitats upon which successions have not yet started; a knowledge of each formation or succession must rest ultimately upon the factors of its particular habitat.

34. Determinable and efficient differences. The instruments employed in studying habitats can not be too exact, as there is no adequate knowledge as yet concerning the real differences which exist between related or contiguous formations. This is particularly true of differences which are efficient in producing a recognizable structural change in plant or formation. Investigations made by the writer have shewn that standard instruments will measure differences of quantity quite too small to produce a visible reaction. Efficient differences are not the same for different factors, and perhaps also for the same factor when found in various combinations. They vary widely for different species, being in direct relation to the plasticity of the latter. The point necessary to bear in mind in formulating methods for habitat investigation and in making use of instruments is that standard instruments should be used for the very reason that we do not yet know the relation between determinable and efficient differences. On the other hand, it is unnecessary to insist upon absolute exactness as soon as it is found that the determinable difference lies well within the efficient one. This by no means indicates that instruments are not to be carefully standardized and frequently checked, or that accurate readings should not be made. It means that a slight margin of error may be permitted in a machine which registers well within the efficient difference for that factor, and that instruments that read to the last degree of nicety are not absolutely necessary. In the fundamental work of determining efficient differences, however, instruments can not have too great precision. Moreover, these differences must be based upon the most plastic species of a formation, and the readings must be made under normal conditions.