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NotesESS HLTopic 2.1Sampling methods
Back to ESS HL Topics
2.1.155 min read

Sampling methods (ESS HL)

IB Environmental Systems and Societies • Unit 2

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Contents

  • Sampling methods at Higher Level
  • Why we estimate instead of count
  • Random, systematic and transect sampling
  • Making estimates reliable
  • Planning a field study
  • Exam-style question
Sampling methods at Higher Level: The same methods as SL, with different real cases: the Great Elephant Census, the Iberian lynx and the River Thames.

Practise this as you read

  • Choose a sampling method and say why it suits the habitat.
  • Explain how each step makes the estimate reliable.

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Count a part, estimate the whole: Abundance is rarely counted in full. Ecologists count the organisms in samples and scale up.

The points to remember

  • A full count (a census) works only for small, visible, slow-moving populations.
  • Most animals are hard to count: they move, hide, are active at night or are camouflaged.
  • Many live in remote or dense habitats, or range over huge areas.
  • Some look like other species, so they are hard to identify.
  • So we count a sample of the area and scale up to estimate the whole population.
Remember it as: Moves, hides, comes out at night, lives far away, looks like another: so we sample.

Real example: in the 2016 Great Elephant Census, aircraft surveyed savanna elephants across 18 African countries and estimated about 352 000: far too many, over too large an area, to count one by one.

Give a reason they are hard to find, see or identify: 'They are dangerous' or 'quadrats do not work for animals' does not explain why counting is hard.

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Where you put your samples matters as much as how many you take.

The three ways to place samples

  • Random sampling: points chosen by random numbers on a grid, so there is no bias.
  • Systematic sampling: samples at regular intervals, e.g. every 10 m, for quick, even coverage.
  • Transect sampling: samples at regular points along a line across a habitat, to show change.
  • Choose random when the habitat looks the same throughout.
  • Choose a transect when conditions change across the habitat (a gradient).
  • Choose systematic to cover a large area quickly; it can miss a pattern that repeats.
Three squares of habitat: random samples scattered at random points on a grid; systematic samples in a regular four-by-four pattern; a transect line crossing from a pond, through its edge, into a meadow, with samples at regular points along it
Random: fair. Systematic: regular. Transect: shows change.
Remember it as: Random: fair. Systematic: regular. Transect: shows change.

Real example: in the Great Elephant Census, planes flew straight lines at regular spacing and counted the elephants in a strip on each side: systematic sampling, scaled up to the whole area.

An estimate is only as good as its samples: Reliable means you would get a similar answer if you did the survey again.

The points to remember

  • Take many samples and repeat the survey: one sample may be unusual.
  • Place samples at random (or regularly), never where it looks interesting: this avoids bias.
  • Use the same method and effort each time, at the same time of day.
  • Survey in different seasons, because numbers change through the year.
  • Scale up: mean per sample × (total area ÷ area of one sample).
  • Every sample is an estimate; only a total census is exact, and it is rarely possible.
1

Photograph

Take aerial photos of the whole area.

2

Grid

Place a grid over each photo.

3

Count

Count the animals in squares chosen at random.

4

Scale up

Multiply the mean per square by the number of squares.

Remember it as: Many, random, same method, every season.

Worked example: percentage change = (new − old) ÷ old × 100. Iberian lynx numbers rose from 94 in 2002 to 2401 in 2024: (2401 − 94) ÷ 94 × 100 = 2454%, a more than 25-fold rise.

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Measuring a human impact: To measure the effect of pollution, sample both the living (biotic) and non-living (abiotic) parts, at several sites and times.

The points to remember

  • Choose sites at increasing distance from the source, along a transect, plus a clean control site.
  • Abiotic: probes for oxygen, pH, temperature and salinity; a Secchi disc for light.
  • Biotic: kick samples or grabs; identify and count species with a key.
  • Turn the counts into a biotic index or a diversity index, and count animals killed.
  • Take several samples at each site, and repeat over time to see recovery.
Remember it as: Sites, control, abiotic probes, biotic samples, repeat.

Real example: in the River Thames, invertebrates are sampled at many sites to track the river's recovery from sewage pollution.

Plan both kinds: Only living, or only non-living, measurements is half a plan: give both.
How this comes up: Paper 1 or Section A: why a population is hard to count [1-2], how data were collected [2-3], a percentage change [1]. Section B: plan a field study [7] or judge how reliable sampling is [9].
IB-style questionDescribe[3 marks]

About 500 cranes spend each winter in a wide valley.

Describe a method to estimate the number of cranes in the valley.

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IB Exam Questions on Sampling methods

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How Sampling methods Appears in IB Exams

Examiners use specific command terms when asking about this topic. Here's what to expect:

Define

Give the precise meaning of key terms related to Sampling methods.

AO1
Describe

Give a detailed account of processes or features in Sampling methods.

AO2
Explain

Give reasons WHY — cause and effect within Sampling methods.

AO3
Evaluate

Weigh strengths AND limitations of approaches in Sampling methods.

AO3
Discuss

Present arguments FOR and AGAINST with a balanced conclusion.

AO3

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Related ESS HL Topics

Continue learning with these related topics from the same unit:

2.1.1The biosphere
2.1.2Organisms and species
2.1.3Classification
2.1.4Identification of organisms
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