4.1. Socio-Economic Impacts (Objective 1)
Limited mobility solutions for the rural population of the global south impacts on socio-economic conditions at collective and individual levels. The exisiting scientific literature on the subject highlights a number of consequences of lack of mobility at multiple levels. At an immediate level, access to basic services, such as healthcare and education, is limited and made difficult for many rural residents [
21]. This aspect was discussed during the Focus Group Discussion (FGD) conducted on the field and highlighted how women are particularly affected by these aspects as they are generally in charge of health and bringing children to schools, as was consistently described in both Kenya and Nepal.
Limited mobility also produces broader constraints on socio-economic activities for rural population. Among other aspects, access to markets are limited by the distances needed to cover to sell agriculture products [
22,
23]. Focus groups in Kenya highlighted, for instance, that the selling of milk in East Mumias, Kakamega, was exclusively done in the village selling the milk walking along the way until all was sold. In this regard, the mobility of subsistence agriculture presents a specific set of spatial relationships where short distance activities are adapted to the options of movements of residents.
Even when access to a motorcycle allows faster travel, the road conditions are identified as a major obstacle. For instance, a non-exhaustive collection of locations of different types of mobility barrier in East Mumias highlighted 119 seasonal and permanent mobility barriers spread across the area that included damaged infrastructure, open sewage, water logging, and unmaintained paving (
Table 2).
The qualitative information collected from participants during focus groups illustrated the difficulties of farmers to access markets due to a number of obstacle of different categories. A distance of several kilometers mostly on foot limits the possibility of carrying weight to sell products, as illustrated in the activities listed in
Table 3, presented below. Occasionally varying mobility modes, such as the use of motorcycles, bicycle, or public transport can help with walking longer distances, but these are limited by road conditions. Overall, the limitations of mobility hinders the possibility of accessing further-away markets, and consequently the possibility of income from agriculture.
Walking and short-range mobility largely shapes the geography of subsistence agriculture in the Global South. These interlinked modes of subsistence and mobility structure the living spaces of residents in multiple ways. Limited by short accessible distances, local farmers rely on an economy of agriculture that mostly sells and consumes in close surroundings, most often in the village itself. Although differences in levels of reliance on motorized transport modify the opportunities to rural residents and the organisation of livelihoods and family economies, the observation from Birendranagar and Kakamega illustrates that the walking mode still overwhelmingly dominates modal journeys, as in most of the Global South [
24,
25,
26].
4.2. Data-Scarcity in a Rural Context (Objective 2)
Despite the presence of a few collective and individual mobility solutions in the Global South, like motorcycles and bicycles, daily mobility is generally conducted by foot. This research allowed the collection of networks of paths and a realistic GIS mobility analysis of rural mobility with a finer granularity of data than existing official or private routing data providers, such as ESRI’s ArcGIS Online Network Analysis Services, or the OSM current state of the map.
At the time of this study, ESRI’s existing mobility network, provided as a network service, is broadly similar to the existing OSM data. The data scarcity of the existing GIS rural data is best illustrated in comparison to the additions made by the research team, whose methodology will be explained below. A comparative observation of what areas can be reached using ESRI ArcGIS Pro services and with the mobility network data that were collected by the research team can be observed in
Figure 3. The Service Area comparison illustrates the areas covered at certain network distances of facilities (in this case schools). Conducted on two maps with lower and higher network density, the comparison illustrates how the non-inclusion of paths presents many uncovered areas because they are located at certain distances from main roads. Rural mobility is, however, mainly pedestrian, and a realistic picture of local mobility must reflect the uses of rural paths and shortcuts.
The data collection process led to the inclusion of numerous roads and points of interest, either based on existing OSM mappings or specific to the community. Streets, roads, and paths represented the largest portion of mapped items. Before the visit to Kakamega, the existing OSM database primarily featured main roads and junctions, lacking coverage of the rural roads and small paths used daily by the community. In Kakamega, for instance, the number of roads mapped significantly increased the total in the Mumias East region. As the focus of data collection shifted toward the daily activities of rural residents, the number of mapped segments grew while their lengths shortened, reflecting a more localized, pedestrian-oriented network.
Including walking as a mode of transport in rural mobility analysis necessitates the creation of thousands of line segments representing roads and paths, covering areas of interest spanning approximately ten by five kilometers, as was the case in Kakamega and Birendranagar. The collection of these data allows for the calculation of daily mobility mapping based on a dense network of paths.
Figure 4 below illustrates the number of new segments created in the map of Kakamega. The number of new segments in the new GIS data represents over 300 km, which is roughly equivalent to the pre-existing data retrieved from OSM data. It is notable that the number of new segments is three times higher than the original 2528 in OSM. In turn, the average length of OSM segments is much larger at an average of 126 m, and the new segments at an average of 41 m. This reflects how the crowdmapping of OSM focussed on the main roads, while the new data collection focussed on collecting a dense net of data within a small territory.
4.3. Daily Mobility Mapping (Objective 3)
Combining community engagement and GIS, the research allows a close integration of rural dwellers’ description of their daily life before its mapping.
Community-relevant data are collected in dialogue with the local community. This requires the facilitators to be ready to adapt their data models to community specificities and maintain structured data collection models. The readiness to adapt and include new items in the data models is needed to follow community activities and mobility needs. It is, however, necessary to maintain a sound structure in the data model and avoid multiplying the numbers of data layers for each new item.
This structure requires the facilitators to prepare broad categories of geographic and material features, such as water or economic resources. These broad categories must be adapted to include categorical descriptions.
The inclusion of new items and dataset can be done most conveniently by projecting a table of the locations the community indicates are central to their daily life and mobility. The inclusion of some activities might prove difficult to collect. This is the case for mobile activities in particular. Some farmers, for example, indicated that they sell milk in the villages walking to multiple locations in their daily routine. Although it is possible to map such movements, their mapping was deemed too complex to include in the collection exercises, and the research team preferred limiting the mapping to fixed objects.
Members of the communities of Lusheya and Khaunga were gathered to discuss their daily movements in and around their houses and communities. Participants were divided into two groups by gender, following the gendered division of daily tasks and place in the rural economy. In this exercise, community members are invited to list their activities in a typical 24-h timeline and highlight their activities. Most community members are farmers, although a small number of clerical employees also included their daily activities.
Most activities and related mobility needs are common to men and women, although some key housework mobility tasks are specifically attributed to women. This is the case in particular with collecting water—in the absence of running water in the households—and firewood. The latter activity was identified with specific risks of harassment.
The activities were listed in a table to identify the main destinations of community members during their daily activities. In the absence of access to means of transport other than walking, most activities happen within a limited distance to the households. The following table shows the main activities described by community members and their approximate associated distances and frequencies.
Community members also identified the different modes of transport used for the different activities. In most cases, travel was made by foot, although for less frequent and more distant activities. In both Kenya and Nepal, motorcycle taxis (“boda-bodas”) or public minibuses (“matatus”) may be used to access a central place, such as a health centre, a political rally, or a government office.
Men and women from the community presented their estimated distances and travel times for their daily activities.
Table 3 below shows how women described their movements and frequencies, and these were discussed on a large screen to present broad estimates of movements. Women’s mobility differs depending on their work and status, but encompasses house work and the care of children on top of their professions. The period when the study was conducted, shortly before the 2022 presidential elections in Kenya, was also reflected in most participants describing participation to political rallies.
Once the main categories of destinations were identified, community members were invited to highlight the frequency with which they went to said places. The list of destinations served as the basis to collect the data during the mapping exercise. As such, the categories of items were integrated as layers into a QField questionnaire that enumerators would use during walks with community members.
A similar exercise was conducted with community members of Birendranagar. Modifications in setting the exercise and systematization of information collection allowed precise technical elements to be collected, as well as for a more holistic approach to data collection and mobility to be included. As research on mobility limitation, the exercise tends to forget the positive elements that may emanate from issues in transport.
Research participants were thus asked to express if they also envisioned positive aspects in the situation of the village. As a result, from the answers of participants, a number of elements came up that bring an understanding of positive aspects of current mobility practices. Participants identified important bonds of solidarity between villagers. One important aspect of the solidarity mentioned is that owners of two-wheeled vehicles are often keen to give a lift to other villagers, and make themselves available easily in case of emergencies.
The slower pace of movements seems to support stronger social bonds. Long walks to bring children to schools, for example, constitute an important means of connecting between villagers, where women in particular discuss their affairs. Villagers also mentioned in a broader sense that their relative isolation brings other positive outcomes. This included, in particular, what they considered the consumption of healthier organic food mostly produced in the village itself. Although not directly collectable information, the perception of villagers of their mobility issues also bringing positive outcomes is important in the sense that the mobility assessment and proposed solutions will take into account these aspects and propose solutions that maintain these positive aspects as much as possible. The use of this information at that stage does not imply the collection of specific features, rather it implies that the conclusion of any quantitative study would have to take into account the proposal of solutions that maintain the positive aspects of the current state of rural mobility. This inclusion of qualitative remarks in the methodological framework is a necessity to provide sound results to the study. This inclusion of qualitative and quantitative approaches follows the tradition of mixed methods central to understanding rural mobility in the global south [
27].
The exercise also included the systematic collection of travel time to and from places to various facilities.
- 2.
The size of the study area depends on the required data density for the mobility mapping
One key aspect of this process is the definition of the boundary of the study area. The size of the area of interest influences how data can be collected and what will constitute a complete dataset. To calibrate the expected data/information density to the size of the area of study, the data collection must be prepared accordingly. A small area demands great precision in both geometric and tabular data (quantitative and qualitative). A larger area requires the simplification of features and a preselection of the main categories of geographic features (e.g., collecting information relating to health centres, but not informal shops).
The size of the area of interest influences the means needed to complete the data collection. In a small area, all data collection can be done on foot, while if focusing on a larger area, it might be necessary to accommodate the data collection with faster means of transport (e.g., bicycles or motorcycles). Although participants indicated some irregular travel to further distances, the mainstay of their movements was located within a 5-to-10-km radius in both Nepal and Kenya (
Table 4).
- 3.
Intermediary results: paper maps and transects
In the absence of the precise mapping of rural areas, community members are invited to describe the main landmarks of their community with the help of data enumerators. The mapping exercise of the area using paper serves as the basis to identify the main landmarks, such as government offices—most often location chief offices, health centres, schools, and rivers and streams. This paper map was not drawn to scale but allowed the relation of central features in relation to others to be identified.
The surveys start in a central place, at the chief’s or assistant chief’s office of the surveyed locations. Community members and enumerators are accompanied by a village elder, a community member chosen within the villages. As no current mapping of the villages is accessible (or apparently even exists), village elders were key not only to guiding enumerators to key points of interest, but also to set the limits to other villages, so enumerators would not overlap with the collection of others.
Walks in the villages lasted generally from around 5 h, and enumerators were guided to visit schools, religious sites (in Kenya these are mainly Churches of various observances), health centers, and shops, but also water access points and mills where farmers grind their maize to later consume or sell ugali, a common staple food in Kenya and the region.
Enumerators also conducted an important exercise of identifying the aspects of many types of rural roads and paths with geolocalised profile pictures, which allowed the road aspect to be compared from the ground through the high-resolution imagery base map used on the QField collection tool. This aspect of the data collection was especially important in the context of rural Kakamega, where the tree cover is dense and often hides parts of roads and paths, which limits the extent and possibility of remote mapping.
The practice of transect is an essential element of this participatory approach. It is essential to collect complete information on the locations as the pace of travel allows the inclusion of a variety of places that reflect village life, such as formal and informal shops, wells, and small local industry. It is also essential to reflect the pace of movements of village dwellers and their relation to their territory [
28,
29]. Transports entail a bodily relation to the territory marked by the means of transport used in mobility, where the effort made to move, the pace, and the possibility or not of discussing with neighbours along the way all entail a particular lived sensation. The corollary to this aspect of mobility is that it is essential for researchers and enumerators to travel across the territories with similar means of transport to those of the local dwellers.
4.5. Validation of the Data with Communities
4.5.1. Data Validation by Making Maps
This research project is closely linked to the development of a GIS platform application that includes the creation of maps by enumerators and community members together. This approach of data validation stems from the tradition of F-VGI, or Facilitated VGI, where participants are provided with a simplified access to GIS software and data to provide geographic information [
31,
32].
This approach, as conducted in Birendranagar, Nepal, allows the participant to access their data in a common exercise and produce maps from the data inputs. This closer look at the data results in maps of sufficient quality with the use of symbology discussed in common with the community members.
Maps produced by community members belong to a GIS-amateur genre (
Figure 8 and
Figure 9). With a simple and easy-to-use tool developed during the course of the project, the online mapping tool Usafiri (
https://usafiri.io/), community members were invited to build themselves the maps with the support of the research team. This method had the compared advantage with the paper map exercise to allow community members to directly verify and correct the data that were corrected in the previous weeks.
A projection of the maps in a public hall that included the community participants and the elected official of the wards and municipality allowed the collected data to be discussed while directly correcting the data.
4.5.2. Dynamic GIS Software Combines with Paper Maps
The nature of the data collection tool used for the exercise allowed the continuous control of the technical quality of the data. As QField permitted the visualisation of the collected data on the device, and later when co-ordinated it allowed several checks of on the computer, the tool itself allowed an important assurance that no collected point or line would be misplaced. The most important quality check of this exercise is not, however, related to the control of point and line position, but to ensure that the main elements defined at the beginning of the collect would correspond to community knowledge.
A form of quality control was continuous, as community members and enumerators constantly exchanged views, and community members were shown the data on the device and actively commented on the situation and positions of elements. The validation, however, needed a specific session where the community members had access both to a wide overview of the areas and sight of all the details on the map. To allow such an exercise to take place, the research team designed and printed two large paper maps in A0 format, representing both the Lusheya and Khauga areas.
The validation session consisted of two main parts. A first session aimed at collecting the impressions of the participants on the overall exercise and whether they considered the focus of the research to correspond to their mobility priorities and issues. A second part focused on the detail of the maps by hearing the movements of participants, and correcting some errors of positions and names of features on the maps.
The discussion around the maps consisted of the participants listing all the main points of interest listed on the maps, as well as adding any element that would not be present, or correct names that were wrongly spelled on the maps. This validation serves both to correct possible errors and, more broadly, to ensure that community participants recognize the places and validate the overall results.
Another exercise involved having community members map out their own mobility patterns. This activity revisited their daily movement routines, with participants describing their everyday lives, this time using the map for visual support. It helped reveal local movement patterns and allowed for the assessment of the minimum daily distances traveled by community members.
Community members indicated the approximate location of their homes on the map and the main sites of their daily mobility. As explained by these community members, they made all of their daily movements by walking. Public transport solutions, including three-wheelers (boda boda in Kenya or auto in Nepal) and minibuses (matatu) were used to reach areas further away and less frequent destinations, such as health centres or those further from the central administration (Shianda town in Kenya, Birendranagar in Nepal).
This discussion of the daily activities of participants allows the activity spaces of rural dwellers to be observed. Activity spaces are defined as the convex hull of the daily mobility [
33,
34]. The advantage of this method is its provision of daily activity spaces as simple areas that require the location points of where most activity happens.
In the present case study, they also have the advantage of illustrating the area coverage of the participants’ familiar space over the whole study area. The map of the daily mobility hull illustrates that most activities are restricted to a relatively small area. It reflected interestingly in the validation session, as several participants noted that the exercise helped them see their village in a way they had not thought about earlier.
The spatial spread of geographic elements in the villages illustrates the character of subsistence economy of the areas covered during the community cartography. The need to have access to close amenities in daily life by local dwellers results in the villages being covered by a dense net of small shops and industry, such as grain mills, worship places, and water access, among others.
4.5.3. Community Members’ Feedback
A final focus group was organised with community participants to understand their opinions on the overall exercise. It aimed to understand their opinions of the exercise in a broader scope than the maps and data collected. It also aimed to let participants voice their critiques of the exercise, positive and negative, to enhance future exercises.
Perhaps the most interesting result of the exercise was that community members pointed to how the data collection exercise pushed them to reflect on their villages and social and spatial dynamics. Some community members pointed out how this exercise was an occasion to discuss in depth with the local authorities and helped them get a better sense of the mobility dynamics of their village. “I learnt to interact with people from different positions”, explained one participant.
As parts of the exercises were conducted while walking with village elders, the participants enjoyed the deep knowledge of the elders in explaining village social and economic dynamics. Village Elders are elected as semi-official actors as an interface between the government and citizens; they are generally older people with deep links to their community [
35,
36]. Participants thus learnt about locations and local points of interest in the villages, as well as walking to and learning about places located deeper into the villages than they usually experience, away from their own immediate vicinity.
One participant noted in particular that he only now realised the importance of the regular location of boreholes and river access points. As many houses have direct access to shallow wells, these are generally useable only during the rainy seasons, while in the dry season the shallow wells do not provide enough water all year round [
37,
38]. The participant noted that the wide presence of shallow wells contrasted with the more spaced and less frequent permanent water points.
Participants also commented that the visits combined with data collection made them realise the clustering of some of the local amenities. “Most churches are located where most other amenities are. But it also made me realise that a number of villages don’t have their own schools and children must walk further”, noted a participant. Coupled with the observation of the map, this exercise of validation of the data and the exercise convincingly illustrates that participatory exercise has a useful effect of supporting local community dwellers to orient their observations around their own living space.
Important critiques of the exercise by community members concerned mainly the practical constraints of the exercise. The transect method requiring walking long distances over the day implied that some of the daily exercises lasted from 9 am to 3 pm. The community participants noted that they would have favoured expanding the exercise in each of the locations to four days instead of three to allow for shorter days and distances covered per day. “You should take more time to get good information”, as one participant noted at the end of the session.
The impression on the exercise, however, was not unanimous among the participants. Some had suggested widening the area of study and others, on the contrary, suggested surveying smaller parts and focussing on a reduced number of villages and sites. It is not surprising that different opinions emerged from the debriefing of a collection exercise. This provides key insights for researchers to understand that different methods may seem the most appropriate, and that decisions should take into account and weigh a number of factors.
A suggestion of broadening the scope of the survey also came into the discussion. As the Chief of one of the locations pointed out: “These maps can support the administration, by showing the locations of MPESA (mobile money) points, or the posho mills (small maize mills). However, when “the question of road access is a big issue that relates to the land, and to the sensitive issue of land ownership”, the feedback from the community members highlighted numerous questions on how to conduct this type of collection exercise. They also remarked eloquently how limited the granularity of official data collection is in rural Kenya.
Results of the first exercise in Kenya provided feedback to enhance and systematise the exercise in Nepal. By this time, the method integrated a GIS Web platform that allowed community participants (supported by enumerators) to discuss the results in smaller groups. They could directly and interactively navigate the data, and produce maps themselves.
The large paper maps and screening materials prepared in advance enabled community representatives and local authorities to provide feedback on the collected data. An appreciation survey was conducted to gauge participants’ impressions of the exercise. The validation exercise also served as an opportunity to evaluate and discuss the conditions surrounding the community mapping process.
Among the feedback received, participants commented on the comfort levels during the data collection. This included discussions about the heat during field activities and the quality of the food provided. Some participants felt that the exercise was too lengthy and demanding, particularly due to long walks in high temperatures. However, most participants noted that the exercise offered a valuable opportunity to closely observe and understand their surroundings, as well as to discuss the conditions of various amenities in their villages with local authorities.
A validation session allowed the addition of elements used in the first fieldwork with other methods. Refining the first exercise allowed a broader group of stakeholders in both rural and urban mobility to be included.
The large maps that were shown to communities were commented on and annotated to illustrate origins and destinations in the community’s daily life, as illustrated ion
Figure 10. In a later confirmation exercise, the homes (origins) and main destinations were located on the network and calculated along the network with an Origin–Destination Matrix to see distances involved in daily mobility.
A female participant from Lusheya identified some key destinations such as the market, the water point, and the local church. Although there are numerous churches on the whole territory, the different faiths of the congregants are not necessarily catered for close to their houses. The calculated distances between origin (home) and destinations are shown in
Table 5.
The distances traveled by this woman effectively highlight the varying ranges of distance based on different activities. The nearest water point is just 310 m away, making it the shortest distance, while shops and, particularly, the church, are located farther away. The gendered roles within the community, which assign water collection almost exclusively to women, clarify why female respondents identify this as a regular activity, while male respondents do not include it in their activities.
A male member of the community, working in a local office, indicated his regular movements. The distance to the church is also the longest of his regular movements, justified by a lower frequency of movement, as shown on
Table 6.
The table of movement samples shows a close correlation of distances as estimated by the communities in the first exercise described above, where community members indicated their daily, weekly, and less regular mobility. Both examples of mobility shown above illustrate relatively long walks for religious service, despite a strong density of places of worship in the area. This is due to a great variety of churches, including Catholic, Anglican, various protestant faiths, and a small number of mosques. As a result, on a weekly basis, church-going can involve relatively long distances.
Overall, the examples calculated with network analysis are quite congruent with the estimates made by the community at the beginning of the exercise, as shown in
Table 3. The use of paper maps is, however, complex and time-consuming to reimport into a GIS. As Seeger notes in his commentary about this process: “The value of the local knowledge to the planning process [is] clear, but so too [are] the limitations of the process in which the information was collected” [
12].