Skip to content
Study Hall
Lesson 2 of 7Diversity of Living Things
Unit 1 · Lesson 2 of 7

Dichotomous Keys and Field Sampling

Identifying organisms with dichotomous keys, building your own key, and estimating population size with quadrats, transects and density calculations.

5 min read9 practice questionsAsk AI about this →

Key things to remember

  1. 1A dichotomous key offers two contrasting choices at each step; a key for organisms needs couplets.
  2. 2Good couplets use observable, stable features, stated as true opposites.
  3. 3Population density:
  4. 4Estimated population: total habitat area.
  5. 5Random placement and many replicate samples reduce bias and error.
  6. 6Mark and recapture for mobile animals: .

Imagine standing at the edge of a pond with a dip net full of wriggling invertebrates, or in a woodlot surrounded by trees you cannot name. Biologists in the field face two practical problems. First, what is this organism? Second, how many of them are there? Nobody can memorize every species, and nobody can count every dandelion in a field. This topic gives you a tool for each problem: the dichotomous key for identification, and sampling for estimating population size from a small, carefully chosen part of a habitat.

"Dichotomous" means "divided into two parts". A dichotomous key is a series of numbered steps, and each step offers exactly two contrasting statements, called a couplet. You read both statements, choose the one that matches your organism, and follow it to either another step or a name. Because every choice removes part of the list, you eventually reach a single organism. A key can be written as numbered text or drawn as a branching diagram; both work the same way.

A dichotomous key to five Ontario treesStart: unknown leaf1a Leaves areneedle-like1b Leaves arebroad and flat2a Needles inbundles of five2b Needles attachedone at a time3a Leaf edgenot lobed3b Leaf edgelobed4a Lobes spreadfrom one point4b Lobes along acentral veinEastern white pinePinus strobusBalsam firAbies balsameaPaper birchBetula papyriferaSugar mapleAcer saccharumWhite oakQuercus albaEach step gives two opposite choices. Pick the one that fits and follow it until you reach a name.
Fig 1A dichotomous key drawn as a branching diagram for eastern white pine, balsam fir, paper birch, sugar maple and white oak. Each fork is one pair of contrasting choices.
StepChoiceGo to
1aLeaves are needlesStep 2
1bLeaves are broad and flatStep 3
2aNeedles grow in bundles of fiveEastern white pine
2bNeedles are short, flat and attached one at a timeEastern hemlock
3aLeaf is compound (divided into several leaflets)White ash
3bLeaf is simple (one blade)Step 4
4aLeaf has pointed lobesSugar maple
4bLeaf has no lobes; edge is toothedWhite birch
A second example, written as text: a dichotomous key for five different trees found in Ontario woodlands. The worked example and questions below use this text key.

Rules for building a good key

  1. List the organisms and observe them carefully, noting features you can actually see or measure.
  2. Split the group in two using one feature that divides it cleanly, e.g. "has legs" versus "has no legs". The two groups do not need to be equal in size.
  3. Keep splitting each smaller group the same way until every organism stands alone. A key for organisms always needs couplets.
  4. Make each couplet a true opposite of the same feature: "wings present" versus "wings absent", not "wings present" versus "six legs".
  5. Use stable, observable features, such as body parts, leaf arrangement or number of legs. Avoid colour when it varies, size when young and old differ, and opinions such as "large" or "pretty".
  6. Test the key by running each organism through it, and ideally have someone else try it.
Keys identify; they do not always show relationships
A key is built for convenience, so organisms that end up next to each other are not necessarily close relatives. A bat and a moth could share a branch for "has wings" even though a bat is a mammal. Classification by relationship is the job of a cladogram.

Why we sample

Counting every individual in a habitat is usually impossible, too slow, or damaging. Instead, ecologists count organisms in small sample areas and scale up. The estimate is only trustworthy if the samples represent the whole habitat, so sample placement matters as much as careful counting. Two ideas protect against bias: random sampling, where locations are chosen by chance (for example with random numbers as grid coordinates) so the observer cannot favour crowded or easy spots; and replication, taking many samples so that one unusual patch does not distort the result.

Quadrats and transects

  • Quadrat — a square frame of known area (often , or for a 50 cm frame) placed on the ground. You count every individual of the target species inside it. Best for organisms that do not move, such as plants, lichens or barnacles, spread across a fairly uniform area.
  • Line transect — a measuring tape stretched across a habitat; you record every organism touching the line at regular intervals. Best for showing how species change along a gradient, such as from a shoreline into a forest.
  • Belt transect — quadrats placed at regular intervals along a transect line. It combines counts per area with the change across a gradient.
  • Collecting tools — dip nets for pond invertebrates, sweep nets for insects in tall grass, and pitfall traps (a cup sunk level with the ground) for crawling insects. Organisms are identified with a key and returned to the habitat they came from.

Estimating density and population size

Population density is the number of individuals per unit area. From quadrat data, add all the individuals counted and divide by the total area sampled (number of quadrats times the area of one quadrat). Multiplying that density by the area of the whole habitat gives an estimate of the total population.

Density from quadrats, then estimated population size from density and total habitat area.
Counting animals that move: mark and recapture
Quadrats fail for animals that run away. Instead, capture a sample, mark each animal harmlessly and release it. Later, capture a second sample and count how many carry marks. If animals were marked, were caught the second time and of those were marked, the estimate is . For example, 40 marked, 50 caught later and 10 recaptured gives .
Sources of error in sampling
Estimates are less reliable when there are too few quadrats, when quadrats are placed where organisms look plentiful instead of at random, when individuals on the edge of the frame are counted inconsistently (a common rule is to count those touching two chosen sides only), or when organisms are clumped together rather than spread evenly. More randomly placed quadrats almost always improve the estimate.

Worked examples

Reveal one step at a time and try to beat it to the next line.

Example 1
Use the text tree key in this lesson (the table, not the diagram) to identify a tree whose leaves are broad and flat, made of a single blade with no lobes, and have toothed edges.
Example 2
A pond-edge sample contains a dragonfly, a spider, a snail and an earthworm. Build a dichotomous key to identify them.
Example 3
Five randomly placed quadrats in a field contain 4, 7, 5, 6 and 3 milkweed plants. The field measures 40 m by 25 m. Estimate the milkweed density and the total milkweed population.
Example 4
A student uses a 50 cm × 50 cm quadrat and counts clover plants in four random spots: 3, 5, 2 and 6. The lawn has an area of 1200 m². Estimate the clover population.

Where marks get lost

  • Dividing the total count by the number of quadrats instead of by the total area. This only works when each quadrat is exactly 1 m²; a 0.25 m² quadrat needs the area in the calculation.
  • Forgetting to convert quadrat dimensions to square metres. A 50 cm frame is 0.25 m², not 50 m² or 2500 m².
  • Writing couplets that are not true opposites, such as "has wings" versus "is brown", so an organism could fit both choices or neither.
  • Using features that change with age, season or opinion ("large", "green", "has flowers") so the key fails for young organisms or in winter.
  • Placing quadrats where the organism is obviously common. This biases the estimate upward; placement must be random.

Flashcards 8

Dichotomous key
Couplet
Number of couplets needed for n organisms
Quadrat
+ 4 more

Practice

1
Which couplet is best for a dichotomous key?
2
Six quadrats contain 12, 9, 15, 10, 14 and 12 trilliums. What is the estimated density, in plants per square metre?
plants/m²
3
Using a density of 24 trilliums per square metre, estimate the number of trilliums in a woodlot with an area of 850 m².
plants
4
Four quadrats on a lawn contain 2, 0, 5 and 3 dandelions. What is the density in dandelions per square metre? Give your answer to one decimal place.
dandelions/m²
5
Researchers catch and mark 40 frogs at a pond. A week later they catch 50 frogs, and 10 of them are marked. Estimate the frog population.
frogs
6
Match each field method to the situation it suits best.
Quadrat
Line transect
Mark and recapture
Dip net
7
Using the text tree key (the table), put the steps in order for identifying a tree with needles attached one at a time.
  1. 1Go to step 2
  2. 2Eastern hemlock
  3. 3Step 2b: needles attached singly
  4. 4Step 1: leaves are needles
8
How many couplets does a complete dichotomous key need to identify 7 different organisms? (Enter a number.)
9
Why should quadrats be placed at random locations?

Spot a mistake on this page? Let us know