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Unit 3 Facilitator Guide

Intermediate OpenStreetMap Trainer's Toolkit - (A Guide for Facilitators)

BADAN NASIONAL PENANGGULANGAN BENCANA

2013

About Toolkit

The Intermediate OpenStreetMap Trainer Toolkit is designed to prepare trainers to deliver an intermediate training course to users of OSM. The materials included are designed to continue from the Beginner OpenStreetMap Training.

When organising an OpenStreetMap workshop, numerous factors must be considered, including the length of time you have to train, available resources, number of trainees and their technical skills. This toolkit will help trainers prepare trainings for different types of participants, but it will primarily focus on educating those with little or no experience with GPS, map-making and computers. Participants of this training should have experience already working with OSM.

The purpose of this toolkit is to prepare the trainer to successfully train workshop participants in adding spatial data to OpenStreetMap.

Purpose of Workshop

This workshop is intended to achieve the following standard and basic competencies:

Standard Competency

Quality Assurance in OSM mapping

Basic Competencies

  1. Apply better digitising techniques for improving quality of collected data
  2. Use JOSM validation tools to ensure the quality of map contributions
  3. Resolve conflicts when uploading OSM data
  4. Create presets files in JOSM
  5. Use private data store feature to keep private data
  6. Create and edit pages in OSM Wiki

Workshop Materials

  1. Advanced Editing
  2. Quality Assurance
  3. Dealing with Conflicts
  4. Creating JOSM File Presets
  5. Using the Separate Data Store
  6. Editing the OpenStreetMap Wiki

Workshop Strategies

  1. Methods emphasised in this workshop are participatory teaching and active participation in all sections and activities, rather than lecture method.
  2. Participant oriented. Participants are encouraged to find and gain knowledge and skills by themselves.
  3. Trainers serve as facilitators. Trainers facilitate to help ideas in the workshop emerge from the participants, not only from trainers. However, trainers must be ready to provide necessary information when the participants need any assistance.
  4. Outcome oriented. Workshop must produce the outcomes mentioned previously.

Tools

  1. Copy of Data Collection Using OSM Intermediate Guide for participants
  2. A workshop space with tables and seats
  3. Computers (one computer may be used by two participants, but it is better if one computer is used by one participant)
  4. A Projector (to present slide and demonstrate technical instructions and software)
  5. USB Flash drive(s) to transfer files and software
  6. Good internet connection
  7. Snacks and coffee for breaks

Schedule

Below is an outline of a schedule for a three day workshop that has been tested with several groups in Indonesia. You may choose to adapt and change this workshop schedule to meet your needs.

Day I:

+---------------+------------------------------------------------------+--------------------------------+ | Time | Materials | Activities | +===============+======================================================+================================+ | 09.00 - 10.00 | Opening and Introductions | Plenary Session | +---------------+------------------------------------------------------+--------------------------------+ | 10.00 - 10.15 | Break 1 | | +---------------+------------------------------------------------------+--------------------------------+ | 10.15 - 12.15 | 1. Advanced Editing | FGD and Plenary Session | +---------------+------------------------------------------------------+--------------------------------+ | 12.15 - 13.15 | Lunch break | | +---------------+------------------------------------------------------+--------------------------------+ | 13.15 - 15.15 | 1. Advanced Editing | FGD and Plenary Session | +---------------+------------------------------------------------------+--------------------------------+ | 15.15 - 15.30 | Break 2 | | +---------------+------------------------------------------------------+--------------------------------+ | 15.30 - 17.00 | 2. Quality Assurance | FGD and Plenary Session | +---------------+------------------------------------------------------+--------------------------------+

Day II:

+---------------+------------------------------------------------------+--------------------------------+ | Time | Materials | Activities | +===============+======================================================+================================+ | 09.00 - 10.00 | 2. Quality Assurance | Plenary Session | +---------------+------------------------------------------------------+--------------------------------+ | 10.00 - 10.15 | Break 1 | | +---------------+------------------------------------------------------+--------------------------------+ | 10.15 - 12.00 | 2. Quality Assurance | FGD and Plenary Session | +---------------+------------------------------------------------------+--------------------------------+ | 12.00 - 13.00 | Lunch break | | +---------------+------------------------------------------------------+--------------------------------+ | 13.00 - 15.15 | 3. Dealing with Conflicts | FGD and Plenary Session | +---------------+------------------------------------------------------+--------------------------------+ | 15.15 - 15.30 | Break 2 | | +---------------+------------------------------------------------------+--------------------------------+ | 15.30 - 17.00 | 4. Creating JOSM File Presets | FGD and Plenary Session | +---------------+------------------------------------------------------+--------------------------------+

Day III:

+---------------+------------------------------------------------------+--------------------------------+ | Time | Materials | Activities | +===============+======================================================+================================+ | 09.00 - 10.00 | 4. Creating JOSM File Presets | Plenary Session | +---------------+------------------------------------------------------+--------------------------------+ | 10.00 - 10.15 | Break 1 | | +---------------+------------------------------------------------------+--------------------------------+ | 10.15 - 12.15 | 5. Using the Separate Data Store | FGD and Plenary Session | +---------------+------------------------------------------------------+--------------------------------+ | 12.15 - 13.15 | Lunch break | | +---------------+------------------------------------------------------+--------------------------------+ | 13.15 - 15.15 | 6. Editing the OpenStreetMap Wiki | FGD and Plenary Session | +---------------+------------------------------------------------------+--------------------------------+ | 15.15 - 15.30 | Break 2 | | +---------------+------------------------------------------------------+--------------------------------+ | 15.30 - 17.00 | Evaluation and Closing | FGD and Plenary Session | +---------------+------------------------------------------------------+--------------------------------+

Workshop Plan

Session 1

Advanced Editing

Time : 4 hours

Basic Competency

Apply a better digitising technique for improving quality of collected data

Indicators
  1. Use advanced editing tools in JOSM
  2. Make relations among objects
Outcomes
  1. Make data in OpenStreetMap better
  2. Understand relations
Core Material

Advanced Editing

  1. Advanced editing tools

a. Default drawing tools
b. Plugins

  1. Relations

a. Editing relations
b. Multipolygons and linestrings

Activities

+-------------------------------------------------------------------+---------------+---------------+ | Activities | Methods | Tools | +===================================================================+===============+===============+ | Introduction 5' | Lecture | Powerpoint | | | | | | Explain the importance of the session, objectives, | | Slide | | outcomes and activities of the session. | | | +-------------------------------------------------------------------+---------------+---------------+ | Review OSM Materials for Beginners 30' | Discussion | Schedules | | | | | | 1. Request participants to discuss what they have | Q & A Session | Microphone | | done with OpenStreetMap (OSM) since | Lecture | Speakers | | the first workshop (beginner training) | | Projector | | 2. Create a questions list from participants, showing them all | | | | on the projector. | | | | 3. If the questions are simple, answer them directly. | | | | But if the questions are outside workshop material, | | | | give the other references | | | | or do an individual session outside the workshop, | | | | for example at lunch break. | | | | 4. Explain what participants will get from this workshop | | | | (intermediate workshop). Separate participants into two sides, | | | | asking more details about their experience using | | | | computers and OSM. Pair the participants so that there is | | | | a good balance of skill in each pair. Less experienced | | | | participants should be paired with more advanced users. | | | +-------------------------------------------------------------------+---------------+---------------+ | Shortcuts in JOSM 20' | Discussion | Powerpoint | | | | | | 1. Ask participants to discuss in brief about the | Q & A Session | Presentation | | shortcuts (shortcut keys on your keyboard) to activate | Lecture | Projector | | tools in JOSM. | | Computer | | 2. Demonstrate how shortcut keys | | Laptop | | can make the job of editing easier | | Sample files | | by saving a lot of time. | | in USB drive | | 3. Ask participants to practise by following the | | (tools_menu | | demonstration in the use of shortcuts. | | _sample.osm | | | | utilplugin2 | | | | _sample.osm) | +-------------------------------------------------------------------+---------------+---------------+ | Building tools plugin 30' | Discussion | Powerpoint | | | | | | 1. Make sure all the participants have installed the | Demonstration | Presentation | | building_tools and utilsplugin2 plugins. Make sure | Practice | Projector | | that participants remove the previous training files | | Computer/ | | and ask them to create new layer. Use that layer to practice | | Laptop | | with the buildings_tool plugin. Demonstrate: | | | | | | | | a. How building tools works | | | | b. Make sure that they don't select any object when | | | | using building tools. | | | | c. Teach how to set the building | | | | size (for example 10 m x 10 m) | | | | d. How to automatically add tags other than building=yes | | | | | | | +-------------------------------------------------------------------+---------------+---------------+ | Utilplugin2 60' | Discussion | Powerpoint | | | | | | 1. After the building_tool plugin, ask | Demonstration | Presentation | | participants to close the layer and open the training file | Practice | Projector | | utilsplugin2_sample.osm. With this file, participants | | Computer/ | | practise using new tools. | | Laptop | | 2. Explain new tools in utilplugin2 | | | | plugin such as add source tag, select way nodes, replace | | | | geometry. Give examples of situations when these will be used.| | | | 3. Participants should practise the tools as | | | | they are explained. | | | +-------------------------------------------------------------------+---------------+---------------+ | Create relations between objects 35' | Discussion | Powerpoint | | | | | | 1. Explain relations and show an example in JOSM and on the OSM | Demonstration | Presentation | | website. | Practice | Projector | | 2. Have participants create two polygons with one inside the | | Computer | | other (to demonstrate making a building with a courtyard) | | Laptop | | 3. Explain relation attributes, and the "inner" and "outer" roles.| | | +-------------------------------------------------------------------+---------------+---------------+

FAQ (Frequently Asked Questions)

I have set the building size in the building tools plugin. Why do buildings show as a line, not as a polygon?

It may look this way if you are not zoomed in far enough. Zoom in further to see the building properly.

I want to create a circle. Why do I get a very large circle with the 'create a circle' tool in utilsplugins2?

Before using this tool, first create a way with exactly two nodes. If you create a way with more than two nodes, the resulting circle made from this tool can end up very large.

Session 2

Quality Assurance

Time : 4 Hours 15 minutes

Basic Competency

Use JOSM validation tools to ensure the quality of map contributions

Indicators
  1. Use validation tools in JOSM
  2. Use online validation tools
Outcomes
  1. Use validation tools to make OSM data better
Core Material

Quality Assurance

  1. Error and warnings
  2. Using the validation tool
  3. Common validation warnings
  4. Using the tasking manager
  5. Editing tips
  6. Presets standardisation
  7. KeepRight
Activities

+-------------------------------------------------------------------+---------------+---------------+ | Activities | Methods | Tools | +===================================================================+===============+===============+ | Introduction 5' | Lecture | Powerpoint | | | | | | 1. Explain the importance of the session, objectives, | Q & A | Presentation | | outcomes and activities of the session. | Session | Projector | | 2. Answer any participant questions about editing | | | | OSM data | | | +-------------------------------------------------------------------+---------------+---------------+ | Input 45' | Practice | Powerpoint | | | | | | Explain quality assurance. Show a few common errors | | Presentation | | that occur when editing in OSM. | | Projector | | | | Computer/ | | | | Laptop | +-------------------------------------------------------------------+---------------+---------------+ | Practice 150' | Practice | Powerpoint | | | | | | 1. Show the proper way to digitise with JOSM. | | Presentation | | 2. Show how to fix errors or warnings. | | Projector | | 3. Find and fix errors in JOSM using two validation tools, JOSM | | Computer/ | | validator and KeepRight. | | Laptop | | 4. Remind participants of the tools from the previous | | | | session such as those on the tools menu and | | | | more tools. | | | | 5. Use the tools to correct existing mistakes, according to the | | | | functions of each tool (like split, merge nodes, add | | | | intersection, etc.) | | | | 6. Participants should practise using the JOSM | | | | validation tool and KeepRight. | | | | 7. Let participants practise validation in an area, using | | | | the tasking manager to arrange tasks so that upload conflicts | | | | do not occur. | | | +-------------------------------------------------------------------+---------------+---------------+ | Closing 30' | Q & A | | | | | | | Q & A about problems that may happen when using validation | Session | | | tools in JOSM or online | | | +-------------------------------------------------------------------+---------------+---------------+

Session 3

Dealing with Conflicts

Time : 2 Hours

Basic Competency

Resolve conflicts when uploading OSM data

Indicators
  1. Identify conflicts
  2. Understand why conflicts occur
  3. Solve conflicts
Outcome
  1. Conflicts occur less
  2. Able to resolve conflicts in JOSM
Core Material

Dealing with Conflicts

  1. Conflicts
  2. Conflict resolution
  3. Ways to avoid conflicts
Activities

+-------------------------------------------------------------------+---------------+---------------+ | Activities | Methods | Tools | +===================================================================+===============+===============+ | Introduction 5' | Lecture | Powerpoint | | | | | | Explain the importance of the session, objectives, | | Presentations | | outcomes and activities of the session. | | Projector (get| | | | there are two | | | | projector) | +-------------------------------------------------------------------+---------------+---------------+ | Group Discussion 15' | Discussion | Powerpoint | | | | | | 1. Ask participants to form groups and discuss the causes of | Lecture | Presentations | | conflicts and how to solve them. | | Projector | | 2. One group can present their discussion results and others | | | | respond. | | | | 3. Reinforce the discussion by showing on the | | | | projector how a conflict occurs, by downloading | | | | some area around the training location. | | | +-------------------------------------------------------------------+---------------+---------------+ | Demonstration and practice 100' | Lecture | Computer/ | | | | | | 1. Before demonstrating a conflict, first create | Demonstration | Laptop | | a sample conflict. | Practice | | | 2. Explain the three type of conflict that | | | | arise when uploading JOSM data. Describe the cause of | | | | each, show an example and how to handle it. | | | | 3. Ask participants to demonstrate to the others on the projector | | | | how to solve a given conflict. | | | +-------------------------------------------------------------------+---------------+---------------+

FAQ (Frequently Asked Questions)

How do we avoid conflicts?

If you are working with other mappers, divide the work area so that your efforts do not overlap.

It is also wise to upload your edits regularly. Fewer conflicts will occur if you upload changes soon after downloading data.

What is the meaning of the green, yellow and red colours in the conflict dialog?

The green colour means that the nodes are also in the OSM server and in the same order. The yellow colour means that the nodes are also in the OSM server but not the same order. The red colour means that the nodes exist just in one version, whether it is the working version or on the OSM server.

Session 4

Creating JOSM File Presets

Time : 150 minutes

Basic Competency

Create presets files in JOSM

Indicators
  1. Understand tags
  2. Understand XML
  3. Understand keys and values
  4. Make presets
  5. Put preset files into JOSM
  6. Apply new presets to an object
Outcomes
  1. Presets can be used to ease and standardise editing process
Core Material

Creating JOSM File Presets

  1. Tags and presets
  2. Introduction to XML
  3. JOSM presets files
Activities

+-------------------------------------------------------------------+---------------+---------------+ | Activities | Methods | Tools | +===================================================================+===============+===============+ | Introduction 10' | Lecture | Powerpoint | | | | | | 1. Explain the importance of the session, objectives, | Q & A | Presentations | | outcomes and activities of the session. | Discussion | Projector | | 2. Give questions to make sure that the | | | | participants still remember what are presets and tags. | | | | 3. Make sure that the participants understand | | | | commonly accepted tags in OSM | | | | (remind about Map Features page on OSM wiki). | | | +-------------------------------------------------------------------+---------------+---------------+ | Input 45' | Lecture | Powerpoint | | | | | | 1. Explain presets, different | | Presentations | | tags, keys and values. | | Projector | | 2. Introduce the XML language which is used | | | | to create a presets file. | | | | 3. Explain the various | | | | elements that can be added to a presets menu through the XML | | | | code. Explain each element | | | | carefully, so that participants understand the | | | | relationship between their code and how results appear | | | | in the preset menu. | | | +-------------------------------------------------------------------+---------------+---------------+ | Making Your Own Preset File 30' | Discussion | Computer/ | | | | | | 1. Invite participants to discuss presets | Demonstration | Laptop | | that you want to make together. Make sure the ideas | Practice | Module 4 | | include all types of preset menu items, such as | | | | text box, check box and | | | | multiselect. | | | | 2. Ask participants to visit the Map Features page on the | | | | OSM wiki and the taginfo.openstreetmap.org | | | | website to see what keys and value are already available in | | | | OpenStreetMap. They should try to use keys and values that | | | | exist or once existed. If they have not been created before, | | | | they may invent keys and values of their own. | | | +-------------------------------------------------------------------+---------------+---------------+ | Making Your Own Preset File 45' | Practice | Powerpoint | | | | | | 1. Help participants install Notepad++ for use in this | | Presentations | | session. | | Projector | | 2. Ask participants to open the presets_sample.xml | | Computer/ | | file that has been provided on USB flash disk. | | Laptop | | This file is an empty preset file provided as the starting | | USB Flash | | point for writing custom XML. | | disk Installer| | 3. Guide participants to make together the | | Notepad ++ | | presets file that was previously discussed. Go around | | a XML file | | and check how the participants write XML code. | | example | | Fix mistakes and explain them to participants. When they | | Module 4 | | finish writing their XML file, show how to save it and | | XML and | | add into JOSM. | | Presets in | | | | JOSM | +-------------------------------------------------------------------+---------------+---------------+ | Adding new presets file to JOSM 15' | Q & A | | | | | | | 1. Add presets through the "Preferences" menu. | Practice | | | 2. If participants get an error after adding their presets file | | | | into JOSM, help them correct it. | | | | Usually errors happen when participants make mistakes | | | | with their XML. | | | | Make sure participants are able to succesfully correct and | | | | add into JOSM. Then practise tagging objects with the new | | | | menu. | | | +-------------------------------------------------------------------+---------------+---------------+

Session 5

Using the Separate Data Store

Time : 2 Hours

Basic Competency

Use private data store feature to keep private data

Indicators
  1. Understand the functions of the Separate Data Store (SDS)
  2. Understand what data should be kept publicly and what should be private
  3. Install SDS plugin in JOSM
  4. Use SDS presets
  5. Use SDS plugin for selecting public and private data
  6. Access online datastore
Outcomes
  1. Understand how to use the SDS
Core Material

Using the Separate Data Store

  1. Installing the SDS plugin
  2. Using the plugin
  3. How it works
  4. Accessing the datastore online
Activities

+-------------------------------------------------------------------+---------------+---------------+ | Activities | Methods | Tools | +===================================================================+===============+===============+ | Introduction 15' | Lecture | Powerpoint | | | | | | 1. Explain the importance of the session, objectives, | | Presentations | | outcomes and activities of the session. | | Projector | | 2. Through games, participants should list what kind of | | | | data can be mapped using a private datastore. | | | | 3. Explain reasons why data might be better as | | | | private or public data. | | | +-------------------------------------------------------------------+---------------+---------------+ | Input 30' | Lecture | Powerpoint | | | | | | Explain: | Q & A | Presentations | | | | | | - How Separate Data Store (SDS) works | | Projector | | - The purpose of using the SDS | | Computer/ | | - Applications of the tool | | Laptop | +-------------------------------------------------------------------+---------------+---------------+ | Practice 60' | Practice | | | | | | | 1. Show how to install the plugin and ask participants | | | | to install on their computer/laptop. Edit the settings | | | | so that the SDS points to HOT's demo server | | | | (sds.dev.hotosm.org). | | | | 2. Demonstrate how to add tags to objects which will be | | | | redirected to the private demo server. Participants should | | | | download a small area and practise adding custom tags. | | | | Upload the edits. | | | | 3. Use the sample account to access the demo data store. | | | | Allow participants to explore the SDS and see the private data | | | | which they uploaded in JOSM. | | | +-------------------------------------------------------------------+---------------+---------------+ |Closing 15' | Q & A | | | | | | | Discuss the session. Explain how the SDS can be set up privately | | | | for organisations and users that want to maintain their own | | | | private data store. | | | +-------------------------------------------------------------------+---------------+---------------+

Common Problems

Internet connection

Sometimes the demo SDS has problems when many people are using it because of limited bandwidth. You may need to ask participants to watch demonstration rather than practising all on their own.

Session 6

Editing the OpenStreetMap Wiki

Time : 2 Hours

Basic Competency

Create and edit pages in OSM wiki

Indicators
  1. Make an account on the OpenStreetMap wiki
  2. Understand conventions and rules in developing a wiki page
  3. Edit the wiki
  4. Upload files and images
  5. Translate and revise wiki
Outcomes
  1. Edit the OpenStreetMap wiki
  2. Understand how to contribute to OSM wiki
Core Material

Editing the OpenStreetMap Wiki

  1. OSM wiki
  2. Signing up
  3. Editing
  4. Wiki formatting
  5. Creating a new page
  6. Uploading files and images
  7. Translating pages
  8. Watching pages
Activities

+-------------------------------------------------------------------+---------------+---------------+ | Activities | Methods | Tools | +===================================================================+===============+===============+ | Introduction 15' | Lecture | Powerpoint | | | | | | Explain the importance of the session, objectives, | | Presentations | | outcomes and activities of the session. | | Projector | +-------------------------------------------------------------------+---------------+---------------+ | Explain OpenStreetMap Wiki 25' | Lecture | Powerpoint | | | | | | 1. Explain: | FGD | Presentations | | | | | | - What is the OSM wiki and how it can be used | | Projector | | - The importance of the wiki as the | | Module 6 | | main information source about anything related to | | | | OSM | | | | - How the wiki works similar to OSM, where all users | | | | can add and edit the wiki pages | | | | - The importance of posting projects related to OSM and | | | | also various kinds of OSM tags | | | | | | | | 2. Show some important wiki pages, such as | | | | Map Features and Basics of JOSM | | | | (JOSM Basic). Show how to translate pages to | | | | improve the accessibility of OSM | | | +-------------------------------------------------------------------+---------------+---------------+ | Create Wiki Accounts 30' | Practice | Powerpoint | | | | | | 1. Help participants to register | | Presentations | | on OSM wiki, so they can log in and | | Projector | | contribute. | | Computer | | 2. Tell participants that they should sign up with the same | | connected | | name (account), because it will help them remember their | | internet | | login info (which often confuses users and prevents | | Module 6 | | them from logging in) and it makes it easier for | | | | other users to find them both on OSM and the wiki. | | | +-------------------------------------------------------------------+---------------+---------------+ | Create and Edit OSM Wiki Page 60' | Practice | Powerpoint | | | | | | 1. Ask participants to access their user page | | Presentations | | to practise adding to the wiki. | | Projector | | 2. Show how the editor works, and ask the participants to add | | Computer | | basic information about themselves to their user page. | | connected | | 3. Demonstrate how to use the buttons at the top of the editor | | internet | | to make the formatting look better. | | Module 6 | | 4. Teach basic formatting. It does not need to be commplex. The | | | | important thing is for participants to understand the basic | | | | concepts. | | | | 5. Have participants create a new page entirely on their own. | | | +-------------------------------------------------------------------+---------------+---------------+