Sometimes there’s a Heuristic That Almost Always Works, like “this technology won’t change everything” or “there won’t be a hurricane tomorrow”.
And sometimes the rare exceptions are so important to spot that we charge experts with the task. But the heuristics are so hard to beat that the experts themselves might be tempted to secretly rely on them, while publicly pretending to use more subtle forms of expertise.
…Maybe this is because the experts are stupid and lazy. Or maybe it’s social pressure: failure because you didn’t follow a well-known heuristic that even a rock can get right is more humiliating than failure because you didn’t predict a subtle phenomenon that nobody else predicted either. Or maybe it’s because false positives are more common (albeit less important) than false negatives, and so over any “reasonable” timescale the people who never give false positives look more accurate and get selected for.
(1) Record your work as notes to your future self and colleagues.
Write notes so that someone fifty years from now (or more) will understand and be able to use the factual information you collected, perhaps for purposes quite different from the original reasons.
Clearly separate facts from interpretations so these are not confusing to a future reader.
(2) Establish a clear and consistent notebook format and process.
I always include the data, place, main activities or events, weather conditions, and other people involves. The day, month, and year is the most important link between that particular point in time and other people’s records, separate data sheets that I filled out myself, photos, and most important, collected specimens.
Documenting collecting strategies and protocols receives special attention. In the moment, these may seem like common knowledge for the field team, so sometimes no one bothers to write them out.
(3) Don’t lose your field records!
(4) Pack a camera, create a visual record.
No matter how many words you write to describe a fossil locality, you can’t beat an actual photo, taken on the spot, annotated in pen, and pasted into your notebook.
There is no substitute for a photograph you actually mark in “real time” in the field as the best way to preserve a lasting, accurate record for yourself, or for someone who has never seen the site or object in question.
(5) Learning through sketches and diagrams.
Photographs are great, but drawn what you see is a more powerful way to learn about spatial patterns and relationships.
Even if you are not an expert at drawing, you can make sketches that are much more informative than words would be.
Always include a scale, an orientation, and labels in your diagrams.