Tool 1: Interactive mapping step-by-step

The tool consists of five basic steps (see Figure 5). First, identify and train a core team of mapmakers and select an appropriate mapping technology. Second, prepare a geo-political base map, for example with the locations of all the communities, roads and rivers. Third, organise teams of local experts to review and organise the information to be added to create theme maps. Fourth, organise the information into the maps. Finally, present the base map and theme maps publicly for comment and evaluation.

Figure 5. Iterative cycle of interactive mapping.

Steps 3, 4 and 5 are repeated as more information becomes available to build more accurate maps. Ideally, the process occurs annually to feed into local governments’ budget and planning cycles.

 

Step 1. Organise local mapmaker team and choose mapping technology

Select a small group (6–8) of volunteers who are interested in learning new technologies and mapping techniques. The trainees should be from local government, local institutions and communities. Trainees should know how to read and write and make basic mathematical calculations. Training local people to be mapmakers not only makes the process participatory but also makes it more efficient.

Select an appropriate mapping technology. There are many ways to make maps with various levels of technology, depending on what tools are feasible. Using a handheld GPS (Global Positioning System) for geo-referencing locations is highly recommended, because the GPS is easy to use and the coordinate data can be applied in the mapping process with or without a computer. Geo-referenced coordinates form the basis of information that is later added to the map. Using a GPS together with mapping software, such as ArcView, is a good match if a computer is readily available. However, if access to a computer is not possible, then it is effective to draw a coordinate grid on a large piece of paper (or tape smaller sheets together) and mark the GPS coordinates on the grid. Keep in mind that it must be possible to make copies of the maps.

Organise several practices in a community and the surrounding forest. A training chain is an effective method, where the first person learns how to take GPS points, and then has to train the next person. This method teaches people how to train others.

Box 10. Time and materials needed for the base map

Variable depending on existing information and level of local capacity.

  • Time to gather cartographic information (5 hours) (assuming base map not available)
  • GPS training (1 day): use of GPS and basic cartographic methods
  • Map workshop (1 day)
  • Computer, GPS, notepads, grid paper, flip charts.

Team and participants

  • 1 facilitator
  • 1 note taker
  • 3 to 10 participants (government technicians or other experts), they will develop the base map and some will continue later to help facilitate focus groups.

Step 2. Prepare base map

The base map is a geo-political map that shows boundaries, communities, rivers, lakes, roads and bridges. The base map serves as the starting point for creating theme maps that display information about poverty, wellbeing, projects, relationships or other local conditions.

The local government may already have a good base map. If not, check with various government agencies and organisations (see Box 11). Look for additional sources of information, such as geo-referenced information databases and satellite images.

Combine the information into a single map. Make sure that there is sufficient detail. If the locations of important features are missing, make field visits with a GPS to collect that data.

Share the base map with local constituents (i.e. community members, landholders, merchants and local officials) for their review before moving on to the next step. Correct for errors or missing information. Make multiple copies of the base map for the next step.

Box 11. Developing the base map in Bolivia

In Bolivia, accurate municipal maps were not available. However, the necessary cartographic information could be combined from different sources to produce a single base map. Information was drawn from various organisations:

  • Military Geography Institute
  • National Land Reform Institute
  • National Forestry Superintendency
  • Municipal Border Commission.

Because the Bolivian participants had good computer skills, the team combined the information with their own analysis to generate an electronic version of the base map.

Figure 6. Base map of the municipality of El Sena in Bolivia with rivers, roads, communities, private properties and forest estates.

Step 3. Form theme groups and collect poverty information

Identify theme maps that would be useful for decision making and planning for poverty reduction. For instance, a map of the incidence of malaria would be helpful for a disease eradication campaign (see Figure 7).

For each theme map, form focus groups of local experts who are familiar with the topic and can contribute information or their in-depth local knowledge on the subject matter. Here are some examples of themes and possible group composition:

  • Economic sector. Participants could include local merchants, forest estate owners, and farmers. They may use official production statistics or producer information from local associations or federations. This focus group would also draw on individuals’ expertise to identify key collection or production centres or sites with important natural resources.
  • Public health. Participants could include local health practitioners, government officials familiar with public budgets, and even such professionals as river pilots who often transport the sick in areas without regular transportation services. This group could review official statistics to identify information that is most relevant to local problems; for example, the incidence of diseases such as malaria and dengue fever.
  • Public works and services. Participants could include local government specialists, health and education professionals, contractors and community representatives. This group could catalogue the location and quality of public infrastructure, services and programmes. They would draw information from public records and also from personal experiences in their respective fields.

Each group examines existing information gathered from regional institutions (e.g. the education and health services, the national statistics bureau). They also contribute their own knowledge and experience.

Step 4. Create theme maps

Box 12. Time and materials needed for theme maps

  • Form focus groups – 1 day
    Identify and invite participants. Explain tasks.
  • Research – Variable for each participant
    Organise secondary information to contribute to the mapping process.
  • Meeting – 1 to 2 days
    Present and discuss secondary data, organise and sketch on base map, review draft theme map, finalise.
  • Materials
    Basic mapping tools such as a GPS, grid and compass. More advanced computer mapping programs can be used if the participants are trained.

Team and participants

  • 1 facilitator
  • 1 note taker
  • Map technician from local government
  • 3 to 10 participants per focus group

 

Provide copies of the base map to each group. Ask the groups to think about different ways of representing theme information on the map. For instance, Figure 7 shows the incidence of malaria in a municipality in Pando. The red circles show not only where malaria is endemic, but the size of the red circles symbolises how many cases occur in each community. Figure 8 is another example of a useful visual representation of data—the lines show how long it takes to reach the municipal capital.

Instruct the groups to sketch the theme information onto the base map. They should document the information and record how the map was developed. Once groups are in agreement that the information is accurately depicted, they should prepare a final version (either digital or plotted by hand, depending on the technology being used).

Once the base map and theme maps are finished, present them publicly for evaluation and comment. Have representatives from each focus group describe what is represented in their theme map and explain principal conclusions that they drew from the process of map making. The public should be asked to reflect on whether the maps are accurate and whether they are helpful.

This activity has several purposes:

  • validating the information included in the maps
  • disseminating information about local conditions, programmes and services
  • identifying whether other themes are needed or more accurate information is required.

Keep in mind that the objective is not to generate a one-time snapshot of reality; interactive mapping is a dynamic tool for understanding and evaluating local conditions over time. Therefore, Steps 3, 4 and 5 should be repeated at regular intervals, such as once per year.

An additional benefit of interactive mapping is that it encourages coordination in the collection of information by different agencies.

Figure 7. Incidence of malaria in the communities of El Sena, Bolivia. The size of the red circles corresponds to the annual number of cases per community.

Figure 8. Travel time to communities in hours from the municipal capital, El Sena, Bolivia.

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© 2007 Center for International Forestry Research (CIFOR)
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