The Step-by-Step Instructions will guide you through the Sketch Map Tool and provide useful recommendations.
You can also download and print the manual.

Answers to the Frequently Asked Questions can be found in the FAQ section below.

Here you can download the most important tips and questions for the mapping on one page.

Our training platform provides distinct training exercises to further explore the Sketch Map Tool and sketch mapping in general. These exercises are primarily designed for workshop settings, allowing for collaborative discussion of your experiences.

We are committed to continually enhancing the tool, so please report any technical problems to the Sketch Map Tool user support.

Step-by-Step Instructions

1
Create paper maps to collect data
1.1 Define your area of interest and choose a base map layer

The first step in using the Sketch Map Tool involves creating a printable Sketch Map.

  1. Select your area of interest, either by zooming into the map preview or using the search function in the sidebar. You can search for place names and coordinates.
  2. Choose between the different base map layer options: OpenStreetMap (OSM), satellite imagery (ESRI world imagery) or OpenAerialMap imagery (OAM). To use an OAM image, click "Browse," select the image, and copy the Image ID from the page. Then, paste the ID into the Sketch Map tool prompt.
  3. Select from different paper formats and the appropriate page orientation. The dashed red line represents the boundaries of your area of interest, which will be printed on the Sketch Map.
  4. Initiate the map creation by clicking the blue "next" button.
Screenshot of the Sketch Map Tool.

Recommendations

Define your Area & Scope

Ensure your map covers the full required extent and provides context.

  • Cover all relevant areas
  • Ensure orientation (make sure the map show familiar elements like Points of Interest)

Match the zoom level to the details you need to capture.

  • A higher zoom (closer view) is best for showing intricate details like buildings.
  • A wider zoom is necessary to show the scope of a large feature like a river system.

Choose a base map that suits your mapping needs

The decision between the OSM or satellite image base map (ESRI or OpenAerialMap) depends on factors like your selected area, the quality of OSM data, your participants, and what you would like to map. Sometimes, especially if the satellite image is very dark (e.g., due to large forest areas on the map), it can be helpful to create two Sketch Maps with both base map layers: Satellite and OSM.

In case of choosing OpenAerialMap you will be redirected to their website in order to browse for your imagery. Choose an image by clicking on it on the left hand site and copying its ID and pasting it back to the Sketch Map Tool prompt. Please consider that OpenAerialMap does not yet have global coverage. Therefore, it is necessary to check whether images are available for the area of interest. If so, OAM can serve as an alternative to outdated or low-resolution ESRI satellite images.

Screenshot of OpenAerialMap
Browse for your imagery
Screenshot of OpenAerialMap
Click on a the imagery of your choice to retreieve the image ID
Screenshot of pop-up window
Paste image ID in Sketch Map Tool prompt

Tip: Consider creating several Sketch Maps of the same area with different base layers if you are unsure which one will work best!

Customize the map format to fit your purpose:

  • Group mapping is easier on larger maps (A2 or A1, depending on your group size).
  • For data collection in the field, A4 or A3 are easier to handle.

Tip: If the area is too big, consider creating multiple Sketch Maps.!

1.2 Map Quality Check

When you choose OpenStreetMap (OSM) as base map layer, you can analyze the base map data of your selected area of interest directly in the ohsome Dashboard . Making use of the ohsome quality API quality checks are performed and displayed in the dashboard and the report, as shown in the figure below. This provides important insights into the suitability of the base map data for field data collection.

ohsome dashboard overview.

By clicking the Get Quality Report button, the dashboard is directly opened in a new tab. The area of interest selected in the Sketch Map Tool is automatically transferred to the dashboard, and an analysis of the completeness and currency of the road data in that area in the OSM data set is conducted. A marker in the top left corner of the report visually indicates how good the quality of the data is, using the familiar traffic light system. In the case of a green marker (in the figure high currentness and high completeness), the data foundation is sensibly usable given the examined quality aspect. In the case of a red output, this criterion should be examined more closely.

ohsome dashboard overview.

Example: If the report shows a red output for completeness, it may be difficult to orient oneself due to the lack of data in the selected area in OSM. If the report shows such output for currentness, it means the existing data has not been updated or expanded for a long time, which indicates that the data in the selected area could be outdated. In both cases, it could be useful to improve the OSM data foundation through personal mapping in OpenStreetMap or with the help of the Missing Maps project and/or Humanitarian OpenStreetMap Team Communities. Please feel free to get in touch if you would like to learn more, we are happy to support.

What is the benefit of the ohsome dashboard integration?
  • Before you use these OSM-based Sketch Maps for participatory mapping in your area of interest, you can review the analysis provided by the Map Quality Check to ensure that participants can orient themselves properly on the paper maps.
  • You are automatically provided with analyses in the ohsome dashboard directly. In contrast to having as before a static PDF report, this setup to enables you to also adapt and complement the automatically conducted analyses according to your needs. While road data is automatically checked for you can choose from a wide selection of topics in regard to OSM data:
    Figure Topic selection.
    Topic selection example
  • Further, you can not only analyse the completeness and currency of the OSM data, but further conduct a Road Comparison with reference data and also check the attribute completeness in your OSM base data:
    Figure Quality Indicators.
    Quality indicators overview
  • Take a look at the map:
    • How well can you orient yourself on the map?
    • Are important points of reference, such as hospitals, schools, landmarks, etc. visible on the map?
1.3 Export Sketch Map as PDF

The generated Sketch Map for your selected area of interest can be downloaded as a PDF file by clicking on the blue button.

Empty Sketch Map, OSM
Empty Sketch Map, Satellite
Recommendations
  • Prepare separate maps for each topic or per person/group because it is difficult to read and analyze too many markings from one map. You can print out one map layout as often as you want.
  • We recommend printing the maps on matte, non-reflective paper.
  • Name your maps appropriately; Putting names on the downloaded Sketch Maps can help you in organizing your maps. If you relate Sketch Maps back to questionnaires, use the same number for the map as you did in the questionnaire.
  • Check the background's visibility in case you use satellite/drone imagery or you plan to print out your map in black and white. If your map or background is too dark, you might consider to choose either OSM as base map or reduce the saturation in the printing settings
THEN:  Data collection in the field

The core activity of the Sketch Map Tool process is marking on the printed map with a pen. The way you mark your maps directly determines the detectability and the quality of your digitized end results

This section as well as this PDF discusses what you should keep in mind before and during mapping.

Example of marked Sketch Map:

Marked Sketch Map, OSM

Tips to improve marking detection

The Sketch Map Tool utilizes advanced Deep Learning models, trained on extensive datasets, to accurately detect and differentiate user markings by analyzing patterns and features. Simultaneously, it incorporates conventional Computer Vision techniques to use reference points for precise spatial alignment, allowing the system to accurately position the map within real-world coordinates. Therefore, to generate the highest quality and most reliably digitized results, users must apply clear, logical marking techniques that maximize the model's ability to interpret the data.

The algorithm detects all markings as either 'Points' or 'Polygons'. Lines are treated as polygons, and any polygon (whether a line or a shape) below a set size threshold is ultimately classified as a 'Point'.

  • Please make sure to not accidentally draw over the markers on the edge as they are used for georeferencing purposes in order to ensure the automatic map detection.
  • For optimal detection, prioritize using red, blue, green, and black markers. While orange and yellow also work, avoid other colors to ensure the highest accuracy in your digitized results. Make sure to use clear and bright colour especially on aerial imagery basemaps. Test your pens and the detectibility of your markings before your mapping activity
  • Draw thick and solid lines to ensure the Deep Learning model accurately detects your drawings.
  • For polygons, draw their outline as a closed, strong, and continues shape. If you need to draw large polygons, please consider to zoom out.
  • If you use different colours for specific topics can include a legend for the meaning of each color outside the map extent. However, be aware that the tool does not automatically match the legend to the colors
  • GeoTiff as Ground Truth: Utilize the GeoTiff within your GIS software to manually improve or add any erroneously detected markings and to accurately match the geodata layer files to the legend information during the subsequent analysis.
Picture of a Sketch Map.
Original Image: marked with red/blue polygons.
Result of Marking Detection.
Result: Closed circles are detected as one polygon and the whole area will be detected/filled by the software.
Picture of a Sketch Map.
Original Image: marked with different shapes.
Result of Marking Detection.
Result: The shape of everything you write or draw on the map with a color that the tool recognizes can be detected as a marked area (polygon). However, in some cases, they may not be detected at all.

Recommendations

Line Thickness
Recommended

Use thick felt-tip pens with intense colors.

Picture of a Sketch Map.
Not recommended

Thin lines in light colors might not be detected. We generally recommend to test your pens and the detectability of your markings with the Sketch Map Tool before your mapping activity.

Picture of a Sketch Map.
Polygon Outlines
Recommended

For polygons, draw their outline as a closed, strong, and continues shape. You do not need to fill the polygons, and the pattern you draw in the middle will not be detected. In general, smaller polygons are detected better than large polygons.

Picture of a Sketch Map.
Not recommended

Gaps in the outline could lead to mistakes in the detection.

Picture of a Sketch Map.

Large polygons might not be detected properly. If you need to draw large polygons, please consider to zoom out.

Picture of a Sketch Map.

If you just draw a line, the marked area of the line will be detected. Nevertheless, we do not recommend to use lines, since the model has not been trained to detect lines and doing so could lead to mistakes in detection of marking.

Picture of a Sketch Map.

If you want to draw a point, draw a larger circle to improve the detection. If you want to draw lines, draw strong, non-dashed lines with intense colors.

Hint: If you need the marking as a line or a point shape, you can easily transfer it manually or digitalize it yourself, for example, in QGIS (see Training Exercise 4)

Satellite Base maps
Recommended

Check the darkness of the Satellite base map, especially before printing it in black-and-white.

Make sure you use bright colors and mark the maps especially clearly. Sometimes it might be helpful to use both Sketch Maps with satellite imagery and OSM base maps for the mapping.

Not recommended

Small polygons can be especially difficult to detected.

Picture of a Sketch Map.

Tips for better comparability and interpretation of the maps

Map Orientation

Orientating on a map can be challenging, depending on the base map, the background of the participants, and their map literacy. Mapping in groups can make orientation much easier, as participants can assist each other in reading the map. Before you start with the mapping, we recommend:

  • Start by identifying a common place or points of reference.
  • Try to locate the current position or the place of residence of the participant on the map.

If you like to learn more about the challenges of map orientation and how to choose a good base map, take a look at Training Exercise 2. In Training Exercise 3,you can try mapping in groups in a role play.

Develop a mapping strategy

Prepare a clear data collection and analysis strategy beforehand. A consistent drawing or marking approach across different groups or individuals simplifies the comparison and analysis process, as the data is collected uniformly and its meaning is clear. For this, you should discuss and agree beforehand on:

  • What do you want to map?
  • Which colors should be used? For example, with blue, we map the area with the highest flood risk, and with red, we map safe places.

You should test your mapping strategy beforehand: Print out a map, draw some test objects with the pens you are planning to use. Upload the map and check if the result is satisfactory.You can practice the development of a mapping strategy in Training Exercise 3.

Organize your maps
  • Put a title on your map and add information about the participants, place and time to analyze the maps afterwards. Be careful; everything you write/draw on the map could be detected as a marked area (polygon), so use the white space outside the map extent.
  • If you collect additional information from the participants with other data collection methods such as Kobo Collect or ODK, add a number on the Sketch Map and save this number in the data collection questionnaire.
  • If you have many participants or you want participants to provide a lot of different information, it is recommended to use individual Sketch Maps for each purpose/topic or per participant.
2
Paper to GIS: Automatically digitize collected data
2.1 Scan or photograph your marked Sketch Maps

After the field data collection, scan or photograph the marked Sketch Maps.

Examples

No Problem: Can be digitized properly

Picture of a Sketch Map.

Problem: Missing or cut QR-Code
Without the entire QR-code the map cannot be recognized by the Sketch Map Tool.

Sketch Map, Cutted QR Code.

Problem: Missing Globs and missing part of the map
This could lead to mistakes in the georeferencing and missing information on your map.

Sketch Map, Missing markers.

Problem: Tilted photos of the map
Can lead to mistakes in the georeferencing.

Sketch Map, Tiled Picture.
Recommendations
  • The photos must be taken from directly above, at a 180-degree angle (parallel to the Sketch Map), for optimal image quality.
  • How to take a photo of a Sketch Map.
  • For larger paper formats of a Sketch Map (e.g. A2) it can be more challenging to keep the map smooth and to take a proper photo. Easier than photographing from above by laying the map on a table or ground might be to pin or glue your map to a flip-board or a wall first and then take a photo.
  • How to take a photo of a Sketch Map.
  • Pay attention to the lighting conditions when taking a picture. If you experience problems with georeferencing or marking detection, please try uploading a new photo. Small changes in lighting and angle can make a difference! Additionally, you can consider compressing or resizing the original image to a minimum of 1024x1024 pixels before uploading.
  • The image of the Sketch Map needs to be uploaded as JPG or PNG (max. file size is 50 MB). For the best results, we recommend scanning the map at 300 dpi. (Note: Scanning at 600 dpi will likely create a file that is too large)
  • If the marking detection isnt't satisfactory, try improving the color contrast. You can do this by tracing the markings with a pen, taking a new photo, or using photo editing software (like GIMP or Paint)
  • Name your files clearly before uploading to help you organize your maps. If you are linking maps to questionnaires, use the same ID number in the filename that you used on the questionnaire for easy matching.
2.2 Upload your Sketch Maps
Screenshot: Upload of a Sketch Map.

To upload, drag and drop your files into the upload field, or click it to browse. Then, click the 'Upload' button. You can upload one or more marked Sketch Maps at once. However, they all must be the same base map (same QR-Code), and the markings of all maps will be automatically combined in one GeoJSON. The upload works for JPG or PNG files. For one Sketch Map, it can take up to 100 seconds to produce a result, and for a package of 10 Sketch Maps, it can take up to 16 minutes.

2.3 Download detected Markings as Geodata

You can download the complete, georeferenced Sketch Map as a GeoTIFF (raster file) or the color-detected markings as a GeoJSON (vector file)

Recommendations
  • If you experience problems during the download process, please check out the FAQ section below or contact your Sketch Map Tool focal point in your organization or the Sketch Map Tool user support if you cannot find your answers there.
FINALLY: Import Geodata in a Geographic Information System (GIS), e.g. QGIS

The gained geodata can be even more valuable for the communities and humanitarian organizations if you create result maps or analyze it further. There are many different analyses possible based on your gained map data.

To open, visualize and work with the downloaded geodata you need some type of GIS. We recommend using QGIS because it is open-source and provides the most flexibility for analyzing and visualizing your data. Alternatively you could also use browser based GIS-Applications like uMap. These browser-based applications are easier to use for beginners, but limited in their functionality. Please also keep in mind data security questions when using Online GIS-Applications for visualizing your data!

For more tips on how to open and analyze the downloaded geodata and how to create a result map in QGIS as well as in uMap, take a look at the following QGIS Training Lectures.

Here you can see an overview on the characteristics of GeoTIFF and GeoJSON and how the results could look like:

GeoTIFF

The GeoTIFF output file consists of a georeferenced "picture" for each of your uploaded Sketch Maps. When you open the GeoTIFF files in a GIS, it should look similar to this example and shows all your sketch map(s) as separate layers.

GeoTiff in QGIS.
The GeoTIFF can be used as a ground truth layer for validation and manual correction in QGIS
GeoJSON

If you open the GeoJSON, you can see the detected markings from all uploaded maps as polygons. When you check the attribute table, you can see that for each marking, the name of the map and the detected color are specified. With the help of these attributes, you can style your map or conduct analyses.

GeoJSON in QGIS.
The digitized markings loaded as a GeoJSON layer in QGIS, showing the corresponding attribute table with metadata
GEOJSON in QGIS.
Using "color"-field in the metadata to style the vector layer
Recommendations
  • The GeoTIFF file (raster file) can be opened in a GIS software like QGIS but can not be opened in many browser-based GIS-Applications like uMap:
    • It can be used, for example, as a background to combine it with other data or to manually digitize your results yourself in case some markings are not detected correctly.
  • The GeoJSON file (vector file) can be opened as well in QGIS as in many browser-based GIS-Applications like uMap:
    • It can be visualized in a clear and concise map in order to use it for reporting (see Training Exercise 4)
    • Based on the vector outputs you can analyze your data and combine it with additional data (e.g. prepare heatmaps, see Training Exercise 5 )
    • In QGIS: You can compare the vector output with the raster file to verify the marking detection. In case features are not detected or are incorrectly detected, you can manipulate your vector file based on the GeoTIFF.
  • If the imported data looks strange and does not represent the actual markings of the Sketch Maps, please check your uploaded sketch map files and, if necessary, scan them again or take new pictures. Please review the recommendations in the sections about the data collection, then scan, photograph or the upload above and consult our FAQ section about the problems in the colour detection. If you cannot find your answers there, please contact your Sketch Map Tool focal point in your organization or the Sketch Map Tool or the Sketch Map Tool user support.

Data storage and security

Map creation
  • Functionally necessary data storage: We need the original map frame to digitize your Sketch Map. The map frames of the created maps are stored for 12 months, giving you the opportunity to digitize your Sketch Map in those 12 months.
Paper to GIS
  • Functionally necessary data storage: Uploaded images of Sketch Maps are stored for processing (georeferencing and marking detection) until the results are generated.
  • The results are stored and available for download for a period of 24 hours, after which they are deleted.
Share your data for the Improvement of the Sketch Map Tool

On a voluntary basis, you can enable us to keep your uploaded Sketch Maps beyond processing to further improve the Sketch Map Tool.

If you opt-in by checking the check box you enable us to ...

... keep your uploaded Sketch Maps for future improvements of the Sketch Map Tool such as training our machine learning models which detect your markings on the uploaded images.

The Sketch Map Tool uses a sequence of machine learning models (SAM and YOLO) to detect the markings on the maps. These models need to be trained with a lot of real-world examples so they are able to identity the markings correctly.

Further accuracy improvements can be achieved by incorporating additional real-world cases of marked maps into the models. You can help us here by giving your consent!

For more detailed and technical information take a look at our GitHub and the following figure.

Data storage and security workflow.

If you opt-out by leaving the checkbox unchecked (default) ...

... your uploaded Sketch Maps will be deleted after the results are generated. The results are stored and available for download for a period of 24 hours, after which they are deleted too.

Basic statistics
To get a better insight into the general usage of the Sketch Map Tool we store anonymous data about the map generation (date, centroid, layer, version, page format and orientation).
Questions and concerns

If you have further questions or any concerns please reach us via E-Mail.

It is also possible to set-up the Sketch Map Tool on your own server. In this case, please get in touch with the Sketch Map Tool team.

FAQs

What are OSM data?
OpenStreetMap data is freely accessible geodata. You can find out more about it here.
What are the quality levels for OSM data used in the Map Quality Check?
Based on the HeiGIT ohsome quality API, the roads in the OSM base map data are analyzed automatically in regard to their Mapping Saturation and Currentness. Please check the chapter 1.2 Map Quality Check for a detailed overview.
For which research questions can the Sketch Map Tool be used?
The Sketch Map Tool has been primarily developed for research questions related to flooding and disaster risk reduction. Since then, it has been used world wide for a variety of topics like vulnerability and capacity mapping or risk mapping in general, city planning, mapping of cultural sites and many more. Check out our Case Studies to learn more.
How does mapping work with the Sketch Map Tool?
The local population can, for example, draw flooded areas such as streets, parks, etc., on the printed Sketch Map. The larger paper formats also allow to hold group discussions about flooded areas. The maps with the markings can be photographed and uploaded to the tool. The georeferenced GeoTIFF and GeoJSON can then be further analyzed or used.
Is it possible to find a certain location by coordinates?
In the search field, instead of a place name, you can simply enter your LAT, LON coordinates including the hemisphere information (e.g. 1.2921° S and 36.8219° E ).
How large can my study area be?
So far the Sketch Map Tool has only been tested on neighborhood or city level. The tool works best for study areas which are smaller than 50km².
Why is there a QR code and markers the Sketch Maps?
These are required for georeferencing. The QR Code contains the ID of the reference map frame and the bounding box coordinates. The tool employs computer vision algorithms to match uploaded and reference map frames (mainly based on the markers.) before it transforms and georeferences the uploaded Sketch Maps.
Can I access my results at a later point in time?
No, the results should always be downloaded directly after using the tool. If you forgot to download the files, you can simply upload and process the files again.
What do I need to keep in mind for the participatory mapping?
Please make sure not to accidentally draw over markers at the edge as they are needed for automatic map detection. Use thicker felt-tip pens with intense colors; red, blue, and black work best. Prepare the same set of pens for all interviewers. Here you can download the most important tips and questions for the mapping (summarized in a one-pager).
How does the georeferencing work?

Our georeferencing process employs the Binary Robust Invariant Scalable Keypoints (BRISK) method from the OpenCV library for feature matching. It begins by extracting bounding box coordinates and an identification number from a QR code on the uploaded Sketch Map to identify the corresponding unmarked reference map. Using the BRISK algorithm, the marked Sketch Map is aligned with the unmarked map. Later, we use the coordinates of the bounding box to transform the marked map into the world geodetic system (WGS 84), resulting in a georeferenced GeoTIFF file suitable for geospatial analysis.

You can find more details in the paper about the Sketch Map Tool in the paragraph about Image Processing.

How does the marking detection work?

The latest version of the Sketch Map Tool leverages advanced Deep Learning models trained to analyze images of Sketch Maps and identify marked objects within them. Through supervised learning on extensive datasets of labeled images, these models acquire the ability to distinguish markings from the background of Sketch Maps by analyzing patterns and features. This enables them to accurately detect and differentiate markings. This predictive capability allows the models to generalize their understanding and accurately identify markings in new and unseen Sketch Maps. The Sketch Map Tool also incorporates conventional Computer Vision techniques to precisely position the Sketch Map within real-world coordinates. Georeferencing images entails detecting and matching specific points, such as the markers in the corners of the Sketch Maps, between the reference and current input image, enabling precise spatial alignment. The algorithm detects all markings as either 'Points' or 'Polygons'. Lines are treated as polygons, and any polygon (whether a line or a shape) below a set size threshold is ultimately classified as a 'Point'.

How can I ensure optimal results when photographing the Sketch Maps?
The images need to be in JPG or PNG format. The file may not be larger than 500  MB. Georeferencing works best if you scan the marked Sketch Map with a resolution of 300 dpi. The photos must be taken from above at a 180 degree angle (parallel above the Sketch Map) to produce the best result.
How do I check if georeferencing is correct?
You can open the TIFF file in a geographic information system (GIS), such as ArcGIS or QGIS, to check this. If you upload the file there and insert a basemap (for example the OSM basemap), you can see if the georeferencing has worked. The Sketch Map should match the base map.
Why does my generated GeoTIFF file look strange?
Please first try to open the file in a geographic information system (GIS) such as ArcGIS or QGIS. The georeferencing may have worked even if the GeoTIFF file does not look right. If it still appears incorrect in the GIS, the map might not have been properly detected by the tool in the photo, which could have several possible causes. For example, the photo may have been taken from the wrong angle or the markers may have been painted over.
What can I do if the satellite map I printed is too dark?
In case you use a satellite imagery background, please review the color saturation of your image. If the background is too dark, you might consider to choose OSM as base map or adjust the color saturation in the printer settings before printing.
How long are uploaded Sketch Maps stored?
The uploaded image(s) of your Sketch Map(s) will be stored on our server for processing (georeferencing and marking detection) until the results are generated. If you consent, the image(s) will be stored long term for future improvements of the Sketch Map Tool such as training our machine learning models which detect your markings on the uploaded images. If you do not give consent, the uploaded images will be deleted after the results are generated. The results are stored and available for download for a period of 24 hours, after which they are deleted too.
How much time do I have to upload the Sketch Maps for the digitization?
This is possible for up to 12 months after your maps have been created, after which the digitization will no longer work.