It’s a simple statement, but I can guarantee that every
professor, post-doc, and graduate student would agree that research, while
rewarding and ultimately worthwhile, is nevertheless a difficult thing to do.
Every type of biologist faces their own unique set of challenges: the
biological modeler may struggle endlessly with programming code, the molecular
biologist may spend months troubleshooting an experiment, and the ecologist may
watch helplessly as a severe storm decimates their study species. Catastrophes
befall all scientists, but there are ways to prevent and mitigate the effects
of bad luck. Here are a couple of challenges I faced during my research and how
I dealt (or wish I dealt) with them:
Rule #1) You can never be too prepared.
Before my first field season in Chile I spent a lot of time
thinking about how I was going to collect my data, and I ended up writing
several drafts of equipment lists. In the end, I brought down some equipment
that ended up being unnecessary (for example, I brought 10 radio trap
transmitters, these nifty gadgets send out a signal when the trap door shuts. While
it was great in theory, it didn’t work well in the field because birds would
get caught in the traps and cause false alarms, and also 10 transmitters wasn’t
very helpful when I was generally using
100 traps at a time). But, I also ended up bringing some equipment that really
saved the day, like a hand-crank centrifuge that I was able to use when we
stayed in a cabin without electricity in Parque Nacional Fray Jorge. The conclusion
is that it’s best to bring more things than you think you’ll need (as long as
you stay within your luggage limit).
But being prepared is more than just bringing the right
equipment- it’s also about reading everything you can and communicating with
your collaborators and other, more experienced researchers. Grant writing was
actually a great way to prepare for this- by thoroughly reading the literature
and getting feedback from my mentors, I was able to iron out some of the more
theoretical aspects of my projects.
Rule #2) Don’t put
all your eggs in one basket
There’s always the chance that an experiment will completely
and utterly fail, so it’s a good idea to have multiple projects so you’ll be
able to come home with something. During my first field season in Chile, it
became apparent that my main project would require another year of field work,
which meant that I would have to secure more funding. In addition to this
uncertainty, my main project was also ambitious and risky. So, to make sure
that my first field season (which was five months long) wasn’t wasted, I also
pursued two, additional projects. In the end, I completed one of these side
projects during my first field season and was able to publish a manuscript, so
even if things hadn’t worked out with my main project, I would have at least
gotten something out of my time in Chile.
Rule #3) Make
contingency plans
No matter how much you prepare and no matter how familiar
you are with your study system, key events may still not go according to plan.
For example, this year I’m doing a laboratory experiment that examines the
effect of stress on the quality and quantity of maternal care. The easiest way
to do this experiment would have been to catch pregnant degus in the field and
bring them into the lab where they could then give birth. However, transference
to captivity is stressful, and I didn’t want pre-natal stress (stress while the
mothers are still pregnant) to affect the pups. I could have also caught
pregnant females very close to parturition, so then there wouldn’t be much time
for the mother’s stress to affect the pups in utero, but then the disadvantage
would be that females would still be adjusting to captivity after they gave birth
and maybe this would affect maternal care. So, I instead caught females a year before the
experiment and then mated them in the lab. However, I knew that my degus might
have a low fertility rate, so I made a plan in case this happened (another
thing would have been to collect more animals than I needed, but this wasn’t
possible logistically because of space limits. Also, it would have cost a lot
more money to buy more terrariums, food, and animal care. And it also has
ethical problems- you don’t want to use an unnecessary number of animals).
So what happened? Unfortunately, only 40% of my degus got
pregnant, so I went according to my contingency plan and trapped some very
pregnant degus in the field and brought them into the lab. While this wasn’t
the ideal situation, I will at least be able to compare my lab-mated degus with
the field-mated degus. In the end, I think it will work out, and the important
thing is that I planned for this and made sure that I had the time and
resources to trap these additional degus. And because the current experiment
isn’t totally ideal, I’ve decided to collect some additional data to take
advantage of the new group of degus (some of these wild degus, due to
individual differences, will be “more stressed” than others, so I’m measuring
the mother’s CORT levels to see if they correspond with the amount of maternal
care they give to their pups).
Rule #4) Be realistic
Don’t try to take on more than you can manage, and if things
get too busy or crazy, figure out if there’s some project aspect you can drop,
delay, or share with a collaborator. I’ve had chances to collect additional
data or even add projects to my current research, but I’ve sometimes passed up
these opportunities so I could spend more time writing papers and grants,
sleeping (this is actually really important because I had to safely drive a
truck at 5:00am almost every day last season), and having fun. Before I go to
Chile my advisor always says “Be safe, work hard, and make sure to have some
fun,” so I try to do those three things in that order.
Rule #5) Be flexible
As I explained in Rule #3, not everything goes to plan. But
oftentimes an experiment can be salvaged by altering data collection methods or
changing the number of treatment groups or controlled variables. Working in the
field means you can’t control everything, and this is especially true when you
work with wild animals because they can leave your study area, get eaten, or
refuse to be recaptured. Being a successful field researcher means you have to
know when to make compromises- if you compromise too much your data may lose a lot
of significance, but if you refuse to compromise you may end up with no usable
data at all.
Rule #6) Always,
always, always back up your data.
I’ve always strictly adhered to this rule, and it really
saved my bacon when my computer completely and utterly died two days after arriving
in Chile this year (screw you, Apple). Luckily, I had just backed up my data on
my portable, external hard drive so I was able to easily move my files to my
new laptop (I now have a Lenovo which I really like except for the Spanish
keyboard). When I’m collecting data, I back up my computer at least once a
week, and I also try to make sure that my data is stored in at least two
separate places. I’ll also occasionally email my data spreadsheets to my
advisor and collaborators, just in case. And finally, I make sure to record all
my data in a lab or field notebook, and I always try to enter these data into
my computer within a day of collection. For field notebooks, I highly recommend
Rite-in-the-Rain notebooks which are tough, waterproof, and are used by field
biologists everywhere.
Rule #7) Accept defeat
gracefully and with humor
This may be the hardest rule to follow, but if you can manage
to keep a positive outlook and not get overly stressed when everything goes to
hell, then you’ll be a happier, healthier researcher. Every researcher, at some
time in their career, will have a project that will totally fail. The best
thing to do is to salvage what you can or go to one of your back-up plans, but
if all else fails, then it’s best to just move on and plan for future
experiments. I’ve only spent a few years in academia, but from what I have seen
so far, I think that the most successful researchers are those that are
resilient and optimistic. To be a successful researcher you have to accept that
failures will occur, because if you give up after one or two failures, then you’ll
never get a grant funded or a paper accepted.
While these seven rules are not exhaustive, they do provide
a good, general philosophy for any scientist working in the field. If any
readers have some additional advice, please feel free to send me your comments
and I’ll post them on this blog!