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User Manual for FMTM

This manual is a step by step guide for the project managers on how to get started with the Field Mapping Tasking Manager.

Introduction

A Mapping Campaign refers to an organized effort of collecting data from a particular geographic area/feature and creating maps. This may involve using various mapping technologies such as; GPS, satellite imagery, or crowdsourced data. These technologies are used to gather information about the area of interest.

Mapping campaigns can be carried out for lots of different purposes, some examples are:

  • Disaster Response and Recovery
  • Environmental Conservation
  • Urban planning or;
  • Social and Political Activism.

They often involve collaboration between organizations like; Government Agencies, Non-profit Groups and volunteers.

Once the data is collected, it is analyzed and processed to create detailed maps that can have a variety of use cases. These could be:

  • Identifying areas of need.
  • Planning infrastructure and development projects.
  • Understanding the impact of environmental changes on the landscape, etc.

An Overview Of FMTM In Relations With HOT, OSM and ODK

The Humanitarian OpenStreetMap Team (HOT) is a non-profit organization that uses open mapping data to support humanitarian and disaster response efforts around the world. The Field Mapping Task Manager (FMTM) is one of the tools that HOT used to coordinate and manage mapping projects.

FMTM is a software tool that helps project managers to organize and manage mapping tasks. It assigns those tasks to volunteers and tracks their progress. The tool includes features for collaborative editing, data validation, and error detection. This ensures that the data collected by volunteers is accurate and reliable.

FMTM is designed to be used in conjunction with Open Data Kit (ODK). ODK is a free and open-source set of tools that allows users to create, collect, and manage data with mobile devices. The ODK provides a set of open-source tools that allow users to build forms, collect data in the field, and aggregate data on a central server. It is commonly used for data collection in research, monitoring and evaluation, and other development projects.

Project managers use FMTM to manage tasks and assign them to volunteers. The data collected by the volunteer via ODK is typically uploaded to OpenStreetMap (OSM) where it is used to create more detailed and accurate maps of the affected area. OSM is a free and open-source map of the world that is created and maintained by volunteers.

Overall, the FMTM tool is an important component of HOT's efforts to support disaster response and humanitarian efforts around the world. By coordinating mapping activities and ensuring the accuracy and reliability of the data collected by volunteers, FMTM helps to provide critical information that can be used to support decision-making and improve the effectiveness of humanitarian efforts.

Prerequisites

  • Stable Internet connection
  • Knowledge on field mapping . If you are new to mapping we suggest you to read this .
  • Account on ODK Central Server. Here are the instructions for setting up an ODK Central server on Digital Ocean (it's very similar on AWS etc)

Video Tutorial

https://github.com/hotosm/fmtm/assets/97789856/6ad200e7-3af9-418b-bb6e-6666bbab9a15

https://github.com/hotosm/fmtm/assets/97789856/62646dd8-6130-4612-99fe-4df29ae432d9

https://github.com/hotosm/fmtm/assets/97789856/8677062c-981c-4ea3-964f-3348c4953f82

https://github.com/hotosm/fmtm/assets/97789856/02355809-2f40-470c-856f-afe56250883f

https://github.com/hotosm/fmtm/assets/97789856/084ce707-95ba-4d51-a650-132be84fbe68

https://github.com/hotosm/fmtm/assets/97789856/6711badb-c93e-4109-9090-0ad1f1554699

https://github.com/hotosm/fmtm/assets/97789856/b2af3c7d-5392-4e10-bf83-853b2f517c9a

https://github.com/hotosm/fmtm/assets/97789856/d8b2bf72-e8e0-41bc-a568-77854f45efa6

Steps to create a project in FMTM

  1. Go to fmtm .
  2. In the header, you'll find three tabs: Explore Projects, Manage Organization, and Manage Categories.

    fmtm dashboard

  3. Start by exploring the projects listed by different nations and world communities for field mapping exercises.

  4. Use the filters or search option to narrow down the project cards based on your preferences.

    project filters

  5. If you are not logged into the system, the "Create new project" button will be disabled.

  6. If you are new then on the top right cornor click on Sign up and create an account . Else , Sign in to your existing account .
  7. Once signed in, the "Create new project" button will be enabled. Click on it.
  8. The process of creating a new project involves four steps: Project Details, Uploading the Area, Defining the Task, and Selecting the Form.
  9. Start by filling in the project details, including the organization name, project name, description, and other relevant information.

    project details 2

  10. If your organization's name is not listed, you can add it through the "Manage Organization" tab.

  11. Provide the necessary credentials for the ODK (Open Data Kit) central setup, including URL, username, and password.
  12. Proceed to the next step, which is uploading the area for field mapping. Choose the file option and select the AOI (Area of Interest) file in GEOJSON file format. Review the displayed map that corresponds to your selected area and click on "Next".

    project create info

  13. Define the tasks of the project.

    project create area

    If you choose "Divide on Square," specify the dimensions of the square tasks.

    Click on "Next" to proceed.

    project task split

  14. Select Form . Select the form category you want to use for the field mapping, such as "Data Extract" or any other relevant category.

    Choose a specific form from the existing categories or upload a custom form if needed. Click on "Submit" to proceed.

    project creation status

  15. Wait for the system to generate QR codes for each task, which will be used later in the field mapping process.

  16. After the QR codes are generated, you can find your project in the project dashboard.

Steps to start access your project and Start mapping or a mapping campaign

  1. Go to the Explore projects tab . Click on the project card and proceed to the next step.
  2. Select one of the available tasks and start the field mapping exercise.

    select task

  3. If a task is already locked by another user, choose a different task that is available for mapping.If a task is already locked by another user, choose a different task that is available for mapping.

    • The drop down icon beside LEGEND displays a color code. This color code lets you know the status of each task on the map.

      • READY means that task is available to be mapped
      • LOCKED FOR MAPPING means that task is already being mapped by another volunteer and therefore unavailable for mapping
      • MAPPED or READY FOR VALIDATION means that task has been completely mapped and ready to be validated.
      • LOCKED FOR VALIDATION means that task has been mapped and being validated.
      • VALIDATED means that task has successfully been validated and completely mapped with no errors
      • INVALIDATED or MORE MAPPING NEEDED means that task did not pass the validation process and needs more mapping
      • BAD means that task is not clear and cannot be mapped

    Note: 'task' refers to each section of the map enclosed in the dotted lines and each task has a corresponding number tag.

    map legend

    • To begin mapping, click on a task closest to you that has the color code associated with READY and change it's status from READY to LOCKED FOR MAPPING. Remember to take note of the number tag.
    • Scroll to the bottom of the page. The ACTIVITIES tab shows the tasks either LOCKED FOR MAPPING, BAD or LOCKED FOR VALIDATION. You can search for tasks with the status mentioned using the number tag associated with each task.
  4. Use the QR code to start mapping the selected task using the ODK Collect app on your mobile phone.

  5. Install and open the ODK Collect app on your phone.
  6. Set up the project details by scanning the QR code provided.
  7. Once the project is set up in the app, start a new form based on the selected form from the project setup.
  8. Fill in the questionnaires and collect data for the field mapping exercise.
  9. Save and send the completed form to the server.
  10. After completing the assigned task, go back to the project platform on FMTM and mark it as fully mapped.

Steps to Create an organisation

  1. Go to the Manage organization tab. You can see the number of organizations. On the top, there is a New button, clicking on which you can request for a new organization.
  2. You have to provide your consent and fill up the form by providing necessary details like Organization name, URL, Description of organization, type of organization etc.
  3. Now submit the form. The request will reach the Admin who will create your organization and inform you through the email.

Steps to view your submissions and infographics

  1. Go to the respective project. On the bottom left side, you will see the view infographics button.
  2. Click on the button will lead you to the infographics page.
  3. On the right side there is an icon which will switch the layout to table view, meaning you can see the submissions in table format.
  4. Users can also download the submission in Json or CSV format.
  5. The submission can also be uploaded to JOSM. For that, you should have JOSM software installed in your device and should have your remote control enabled.

Steps to Edit project details

  1. Users can also edit a few fields after project creation like basic details like name, description, instructions as well as XLS form.

  2. Go to the respective project you want to edit. Click on the manage button

  3. Users can also edit a few fields after project creation like basic details like name, description, instructions as well as XLS form.

  4. Go to the respective project you want to edit. Click on the manage button.
  5. Go to the edit section. And you can edit project details from there. You can also switch to the form update tab and upload a custom updated form.

Help and Support

If you encounter any issues or need assistance while using FMTM, you can access the following resources:

Thank you

We are excited to have you join our community of passionate mappers and volunteers. FMTM is a powerful platform developed by the Humanitarian OpenStreetMap Team (HOT) to facilitate mapping projects for disaster response, humanitarian efforts, and community development.

With FMTM, you have the opportunity to make a real impact by mapping areas that are in need of support. Your contributions help create detailed and up-to-date maps that aid organizations and communities in their efforts to respond to crises, plan infrastructure, and improve the lives of people around the world.

Whether you are a seasoned mapper or new to the world of mapping, FMTM provides a user-friendly interface and a range of tools to make your mapping experience smooth and rewarding. You can create tasks, collaborate with other volunteers, and contribute to ongoing projects that align with your interests and expertise.

By mapping with FMTM, you are joining a global community of dedicated individuals who share a common goal of using open data to make a positive difference. Together, we can create a more resilient and inclusive world.

Explore the projects, join tasks, and contribute your skills to help us build accurate and comprehensive maps. Don't hesitate to ask questions, seek guidance, and engage with fellow mappers through our forums and communication channels.

Thank you for being part of FMTM. Your mapping efforts are invaluable, and we appreciate your commitment to making a difference.

Happy mapping!

The FMTM Team


Last update: July 21, 2024