Site Mapping Guide
Site Mapping Guide
Introduction 1
What is a Site Map? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
When and how to use site maps . . . . . . . . . . . . . . . . . . . . . . 2
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
I Part 1 - Preparation 5
1 Identifying requirements 6
1.1 Stakeholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
1.2 General Requirements . . . . . . . . . . . . . . . . . . . . . . . . 7
1.2.1 Personnel . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.2.2 Context . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.2.3 Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.2.4 Funding . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
1.2.5 Hardware and Software . . . . . . . . . . . . . . . . . . . 8
1.2.6 Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . 8
2 Deciding on an approach 9
2.1 Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
2.2 Information Needs . . . . . . . . . . . . . . . . . . . . . . . . . . 10
2.3 Conflict and Data Sensitivity . . . . . . . . . . . . . . . . . . . . 11
2.4 Data Security and Responsibility . . . . . . . . . . . . . . . . . . 12
2.5 Community Engagement . . . . . . . . . . . . . . . . . . . . . . . 12
2.6 Regulatory Environment . . . . . . . . . . . . . . . . . . . . . . . 12
i
TABLE OF CONTENTS ii
3 Satellite imagery 15
3.1 Types of satellite imagery . . . . . . . . . . . . . . . . . . . . . . 15
3.2 Cloud cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
3.3 Spatial resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.4 Imagery sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
4 UAV imagery 19
4.1 Obtaining a drone kit . . . . . . . . . . . . . . . . . . . . . . . . 19
4.2 Registration and certifications . . . . . . . . . . . . . . . . . . . . 20
4.3 Pre-flight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.3.1 Nadir vs oblique images . . . . . . . . . . . . . . . . . . . 21
4.3.2 Ground control points . . . . . . . . . . . . . . . . . . . . 21
4.3.3 Path and image overlap . . . . . . . . . . . . . . . . . . . 23
4.3.4 Flight altitude . . . . . . . . . . . . . . . . . . . . . . . . 23
4.4 Post-Flight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
4.5 Post-Flight processing: Creating Orthomosaic . . . . . . . . . . . 24
7 Collaboration 34
7.1 Information and knowledge management . . . . . . . . . . . . . . 34
7.2 Interoperability of GIS and CAD data . . . . . . . . . . . . . . . 35
7.3 Generating, reading and annotating geoPDFs, GPS Exchange
Format or KMZ files. . . . . . . . . . . . . . . . . . . . . . . . . . 36
7.4 Gathering feedback and map iterations . . . . . . . . . . . . . . . 36
7.5 Using Site maps in Practice . . . . . . . . . . . . . . . . . . . . . 36
IV Annexes 37
Acknowledgements 38
Glossary 39
Further reading 40
List of Figures
3.1 Optical imagery sources are affected by cloud cover Source: Har-
ris Geospatial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
iv
Introduction
The Site Mapping Guide provides a full step-by-step workflow to develop site
maps. It also outlines key considerations and data protection risks associated
with the management of drone captured imagery, as well as the responsible
dissemination of related information products produced in the process.
This guide presents two different approaches to developing site maps. The first
approach uses existing satellite imagery and the second uses drones to capture
aerial imagery of sites when and where satellite imagery is not available or not
suitable.
1
Audience 2
(aerial or satellite), along with the tracing and labelling of infrastructure (cur-
rent or planned) as a tool for planning, coordination and risk analysis.
Ĺ Note
Audience
This guide is for any Camp Coordination Camp Management, Shelter, WASH or
assessment actor, working in humanitarian contexts, requiring site maps to do
site planning, camp coordination or risk analysis and working at either agency
or inter-agency level.
While some prior knowledge of GIS software is beneficial for those who plan to
use this guide, it is not a prerequisite. We hope that the steps documented in
the below chapters are sufficient in detail and clarity for first-time users and will
accompany new and experienced site mappers through the process of making
site maps, from digitising, creating and visualising spatial data to exporting and
disseminating standardized site maps. Learning materials and training resources
for first-time GIS users can be found here.
While the guidance is relevant for all humanitarian staff, sections that are specifc
to IOM can be found in blue boxes like the following:
Sections in the guidance that are specific to IOM staff will appear in boxes
like this.
• Site improvements where site maps can be used to design and plan
improvements to site infrastructure and layout for disability and inclusion,
GBV and fire hazard risk mitigation.
• Site-level camp coordination amongst service providers and ensuring
coordination in the establishment of essential site infrastructure and camp
services.
• CCCM coordination at the Cluster-level.
• GBV/ Protection Safety Audits conducted through direct observation,
key informant interviews, focus group discussions.
Acknowledgments
This guide was developed by International Organisation for Migration in 2022
and 2023, with considerable inputs, support and feedback from experts in fields
such as site planning, GIS, CCCM, GBV and WASH. Financial support for this
Feedback 4
guide was generously provided by the United States Department of State’s Bu-
reau of Population, Refugees, and Migration (BPRM) through the Safe From the
Start Initiative. This guide was compiled by Brian Mc Donald and Manon Jones
from IOM HQ Global CCCM with feedback and inputs from Wan Sophonpanich,
Amina Saoudi, Patricia Ocana, Amalia Torres, Jennifer Kvernmo, Louise Mary
O Shea, Agnes Kwoba Olusese, Agnes Tillinac, Andrea Cippa (SDC), Jim
Kennedy, Jessica Mamo (IOM), Joseph Ashmore (IOM), and Baudoin Luce
(IOM).
Feedback
Many of the approaches and software/hardware tools are quickly evolving and
improving. As such, we consider this guide to be a living document. If you
have any suggestions on how we can improve this guide, please reach out to
majones@[Link] and bmcdonald@[Link].
Part I
Part 1 - Preparation
5
Chapter 1
Identifying requirements
1. Are site maps needed in your context and what activities or decisions
will they inform?
1.1 Stakeholders
Whilst the development of site maps should be approach and context dependent,
typically the following stakeholders will be involved:
6
CHAPTER 1. IDENTIFYING REQUIREMENTS 7
1.2.1 Personnel
Staff with relevant skills and expertise. Support staff such as drivers and pro-
curement support will also be needed. Depending on the number of sites and
how quickly the site maps are needed, the site mapping team may need to be
scaled up.
1.2.2 Context
The security, political and regulatory environment play a large role in deter-
mining the approach to site mapping in a country but also whether or not site
mapping is feasible at all. Identification of such challenges and potential risks
is best done as early as possible to avoid wasting resources or to allow sufficient
time to mitigate them.
1.2.3 Time
important factors to consider when looking at the time frame of their intended
use.
1.2.4 Funding
There are a series of financial costs involved in the development of site maps
that need to be taken into account. Annex 4 provides a table with indicative
figures for the purpose of costing a site mapping exercise.
1.2.6 Connectivity
1 Where possible free and open source software is used in this mapping process, in-line with
the UN Secretary General’s Roadmap for Digital Cooperation. An exception for this are the
Dronelink app which is commercial and Avenza Maps which is free includes paid features.
Chapter 2
Deciding on an approach
There are two approaches to making sites maps presented in this guide. The
main differerence between the two is in how aerial imagery is obtained:
9
CHAPTER 2. DECIDING ON AN APPROACH 10
In addition to the data risks and concerns outlined in the IOM Data Protection
Manual, there are additional specific concerns and risks associated with the use
of drones.1
Once your flight area is identified, a risk-benefit assessment should be conducted
prior to using drones. The assessment will evaluate the risks and benefits as-
sociated with collecting and processing drone captured imagery and determine
whether flying a drone for the collection of aerial imagery is the best approach
in your context.
1 IOM Data Protection Manual
CHAPTER 2. DECIDING ON AN APPROACH 12
During the planning phase, it is important that IOM staff reach out to
IOM’s Office of Legal Affairs (LEG) leg@[Link]. They will provide legal
and compliance guidance, as well as the latest version of the Drone usage
checklist and Risk-benefit analysis template.
14
Chapter 3
Satellite imagery
The choice of using satellite imagery, instead of capturing aerial imagery using
drones, may be due to the need for rapid mapping turnaround time, lack of
direct access to the area of interest or limitations to flying a drone listed in the
previous chapter.
This section introduces the different types of satellite imagery, what to consider
when choosing imagery most appropriate for your use case and where to source
the imagery.
15
CHAPTER 3. SATELLITE IMAGERY 16
combination of the red, green and blue bands which results in an visual
output similar to how we see color with our eyes. Other types of out-
puts include the Normalized Difference Vegetation Index (NVDI),
which can be used to monitor changes in vegetation, or the False Color
Infrared combination, which can be used in water detection during the
heavy rain seasons or in the event of flooding.
Figure 3.1: Optical imagery sources are affected by cloud cover Source: Harris
Geospatial
CHAPTER 3. SATELLITE IMAGERY 17
A 10m resolution means that each pixel represents a 10m x 10m area on the
[Link] smaller the spatial resolution, the higher the level of detail.
Depending on the user’s needs, different image resolutions can be used:
• Low to Medium resolution images are useful for understanding the bigger
picture, whether that is looking at historical trends or deriving insights
from spectral analysis. For example, ESA’s Sentinel and NASA/USGS
Landsat data provide historical data at this resolution.
UAV imagery
Once you have understood what is required to collect aerial imagery using
drones, the site mapping exercise and the use of drones has been discussed
with the various affected stakeholders, a risk-benefit assessment has been con-
ducted and approvals and permissions has been received from relevant actors,
you are ready to start planning the flight.
On request, the Global CCCM team in Geneva can coordinate, with the
support of the site mapping team, the deployment of a drone kit located at
IOM HQ. IOM staff can reach out to CCCM Support globalcccm@[Link]
with a brief description of the site mapping exercise and the intended use
of the site maps, as well as the risk-benefit assessment and approval from
IOM LEG colleagues. If and when available, the drone kit will then be
sent with staff deployments or shipped to the requesting mission.
Online courses are available to accompany first-time UAV operators such as dis-
placement site planner Andrea Cippa’s 5-part tutorial on mapping with drones
available here.
IOM staff planning on using the CCCM deployable drone kit should reg-
ister and complete the following online course and present certification
upon requesting the kit. Whilst you may not plan to operate the drone
in Switzerland or the EU, the certificate will show an understanding of
how to operate drones and depending on the requirements of the intended
country of flight, certification issued by an ICAO member state is required.
Switzerland is a member state (The full list of member states can be found
19
CHAPTER 4. UAV IMAGERY 20
here).
As a drone pilot, you are responsible for operating your UAV safely. It is crucial
to check your drone is registered with the national authority and the registration
number is displayed on the drone. The following is a simple checklist applicable
to open category drones weighing under 250g with a camera. Please note this list
may differ between country so it is very important to always check the national
aviation authorities website.
• Insure the drone and carry the insurance certificate with you when oper-
ating the drone;
• Check no-fly zones any potentials obstacles in the planned flight area;
• Maintain visual contact with your drone at all times;
• Maintain a safe distance between the drone and people, animals, buildings,
infrastructure, or other aircraft;
• If there is an accident with the drone which results in a serious or fa-
tal incident with a person or other aircraft, inform the national aviation
authority;
• Familiarize yourself and carry with you the manufacturer’s instructions.
The main things to remember whilst flying a UAV are: - Do not fly over gath-
erings of people; - Do not fly above 120m from the ground; - Do not fly near an
aircraft or in proximity of airports or helipads; - Respect peoples’ privacy; - Do
not use the drone to carry and or drop items. - Do not fly at an altitude which
would allow the identification of people from the imagery captured.
4.3 Pre-flight
1
Prior to the flight, consider the following:
1A comprehensive checklist was created by the Humanitarian UAV Network]
CHAPTER 4. UAV IMAGERY 21
The image captured when a drones camera faces directly down is called a nadir
image. For creating an orthomosaic of a site, nadir images are preferred to
oblique images which are more suited to tasks such as 3D modelling.
Ground control points are marks created on the site as reference points to match
specific points on the image to specific coordinates within the site. They provide
a great degree of accuracy for the image that relying on the GPS of the drone
by itself.
CHAPTER 4. UAV IMAGERY 22
Figure 4.1: An example of an oblique angle image of Bakassi Camp, northeastern Nigeria Source: IOM
Figure 4.2: An example of a nadir angle image of Wau PoC, in South Sudan Source: IOM
CHAPTER 4. UAV IMAGERY 23
Use a minimum of 3 GCPs and capture the coordinates of each GCP centrepoint
with a Phone or handheld GPS for an accuracy level of 1-3 metres. For accuracy
of 1cm a specialised Real-time kinematic positioning (RTK) kit is required.
4.4 Post-Flight
Following the flight, make sure to check the imagery quality and completeness,
safely storge the equipment and ensure the data captured is securely stored.
CHAPTER 4. UAV IMAGERY 24
Figure 4.4: GSD is the amount of actual ground captured by the distance
between the center point of two adjacent pixels. Source: [Link]
25
Chapter 5
Once the aerial imagery has been obtained, two primary post-processing ap-
proaches are involved to extract the geographic information of different site
features from the imagery. The site mapper can either manually or automat-
ically trace and label site features. The site features that will be extracted from
the aerial imagery will depend on the specific needs for, objectives and audience
of the site map.
For instance, the site mapper may look to map the location and configuration
of shelters in a site. Post-processing of the image will consist of generating a
new data layer of shelter outlines.
It is important to be aware of the advantages and the disadvantages of choosing
whether to manually or automatically trace and label site features in order to
determine which option is most suited. The table below presents a summary of
both.
Manual Automatic
Advantages Extracting A high number of shelters and buildings
geographic information by can be traced and labelled in a small
manually tracing and labeling amount of time, relative to manual
requires only basic GIS skills. It tracing.
can be done offline in contexts with
limited connectivity. Allows for
medium to high accuracy of traced
shelters and buildings that have
irregular or non-rectangular
geometry.
26
CHAPTER 5. TRACING AND LABELING 27
Manual Automatic
Disadvantages Time intensive, Most open-source tools require some
relative to automatic tracing. minimum understanding of machine
learning principles. Most low-code tools
are not open-source and may incur
additional costs Depending on 1) how
much data is available to train the
machine learning model, 2) the type and
accuracy of the tool used (amongst
other factors), there may be errors or
inaccuracies in the outlines and labels
generated requiring the site mapper to
manually verifying and edit outputs.
Ĺ Note
If there is high cloud or tree coverage, some features may not be visible
in the aerial imagery and thus will not be visible to the site mapper or
detected by the machine learning model. Therefore, it is crucial to validate
all extracted geographic information by consulting with and seeking inputs
from stakeholders and colleagues in the field.
Á Tiff vs GeoTiff
• Segment GeoTIFF files using Segment Anything Model and save segmen-
tation results in vector format with SamGeo’s Automatic Mask Generator
notebook. This video tutorial takes you through how to use this notebook
here.
Chapter 6
Site maps are composed of layers of geographic information/ data. These data
layers are loaded and manipulated in a Geographical Information System (GIS)
such as QGIS, ArcGIS and others. After layers are correctly projected onto
their corresponded geographic location and different visualization settings are
applied, a layout is composed (either from scratch or from an existing site map
template).The layout is then exported to PDF or geoPDF. Styled and raw data
layers can can be saved into a Geopackge for a seamless transfer of geographical
information between mappers and future mappers.
To prepare the site map, load the data layers into a GIS workspace, such as
QGIS.
29
CHAPTER 6. COMPOSING SITE MAPS 30
This guide is accompanied by a site map template which can be loaded into
QGIS’s Print Composer. Below is a dummy example of a site map produced
using [this template](.
Ĺ Note
The following list of layers and elements can be included in the final output:
CHAPTER 6. COMPOSING SITE MAPS 31
Figure 6.2: An example of a dummy site map composed in QGIS using the site map template included in this
guide. Source: IOM
– Country
– State
– Site Name
– Thematic Title
– Date site map was last updated
• Notes (3)
– Data sources
– Satellite Imagery source
– Imagery Resolution
– Coordinate system
– Site GPS coordinate points
– Agency/ NGO Logo
– Contact
– Link to Geodatabase/ corresponding data layers
CHAPTER 6. COMPOSING SITE MAPS 32
• Map
• Environment
– Host community
– Green belt
– Trees/ Vegetation
– Agricultural land
Once the files are opened in QGIS, they will appear as layers. These layers can
be duplicated in order to show different visualisations of the same file.
Shapefiles (ESRI Shapefile format) are the most common type of vector file.
This file format dataset consists of several files. Of these different files, there
are two which you should be familiar with for the purposes of this site mapping
exercise. First, the .shp file, which contains the geometries of the features in
the layer and secondly, the .dbf file, which contains the feature attributes.
The attribute table interface allows you to view and [edit the attribute data]
([Link]
attribute-values) as well as interact with features in a layer (by selecting or
filtering features for example). Fields are columns of attribute values and these
can be added, deleted and edited through this interface.
Á Warning
Any saved changes made to a data layer in QGIS will also change the
source file. If you wish to edit/ delete or add features or attribute values
to a layer but do not want to edit the original source file, save the layer as
a separate file before making your edits. Additionally, removing a layer
will remove it from the work space but will not delete it from your source
folder.
With QGIS’s layout composer, you can create layouts or use existing layout
templates. The template file can be downloaded here. Once the layout is com-
plete, save and export the print layout as an image, an svg (for future editing in
other software such as Adobe Illustrator or InkScape, select export as vectors),
or as a PDF. If saving as a PDF, consider saving the layout as a GeoPDF by
selecting ’Create Geospatial PDF (GeoPDF) in the export PDF settings (refer
to Section 7: Collaboration for why you should export your site map alsp as a
GeoPDFs)
Data layers are saved on your local computer. To facilitate sharing geographic
information, data layers can be compressed into a Geopackage. The QGIS
project and all the data used in the project can be saved using the Package
Layers tool and easily shared and stored as such for future use.
Chapter 7
Collaboration
Throughout the development cycle of site maps, the contributions and partic-
ipation of the different stakeholders identified earlier in this guide, is key to
producing high quality, updated site maps. Static PDF site maps are the main
output of this workflow. However, it is also important to recognise that other
products are created in the process of making site maps, such as:
Therefore, the manner in which this data is stored, presented and shared is
crucial to both allow for and promote the use of site maps.
34
CHAPTER 7. COLLABORATION 35
Ĺ Note
IOM and partner agency/ NGO staff can and are encouraged to share
these data products with the CCCM Global Cluster so there is continuity
in the management of site data. The CCCM Global cluster can play a
role in facilitating the storage, dissemination and use of site data whilst
ensuring it is done so responsibly.
CAD GIS
Design and Drafting tool Data gathering, display and analysis
tool
Allows for survey-level precision Allows for attributes/ information to
describe features
Produce construction Conduct data analysis and display
documentation and plans data/ produce thematic maps (terrain
analysis, generate point clouds; Install
plugins to integrate satellite imagery
directly into GIS site mapping project
space; Install other plugins such as
water supply simulation tools (Epanet)
or flooding analysis tools (for example
RiverGIS for HEC-RAS)
Whilst this guide accompanies site mappers through the process of creating
maps using GIS software, some mappers may have a preference for CAD software
or some exisiting site data may be in CAD format. CAD files and data can be
used to generate data layers in GIS systems however this depends on the CAD
files conforming to the following standards: 1. The data must be cleaned and
free from drafting errors; 2. Each layer must contain only one type of geometry;
3. The file does not contain ‘extra’ uneccessary layers; 3. The data should be
exported from CAD as a DWG or DXF file; 4. The data should have a defined
coordinate system so that it can be properly positioned in GIS; 4. The dataset
comes with metadata (information about a database typically in a XML or
HTML doc: list of layers, coordinate system, scaling factors etc); 5. The data
must be either in real-world units or if the scaling factor is provided in the
metadata.
Similarly, data in GIS or the dataset generated in the proccess of analysing and
compiling the data into site maps can be exported into CAD for site planning
purpose.
CHAPTER 7. COLLABORATION 36
Annexes
37
Acknowledgements
We would like to thank the following people for their support during all stages
of the development of this guidance:
38
Glossary
DSM Digital Surface Model. A modelling of a an area that include foliage and
structures.
DTM Digital Terrrain Model. Similar to DSM but excluding foliagge and
other structures. Also Displacement Tracking Matrix, an IOM initiative
that gathers data on mobility, vulnerability and needs.
Drone Common term for unmanned or remotely-piloted aircraft.
Georeferencing The act of aligning geographic data (such as a map) to a
known coordinate system.
GIS Geographic information system. In general terms, a system that is de-
signed to manipulate, store, analyze, and manage spatial and geographic
data.
GSD Ground sample distance. The resolution of an aerial image
IOM International Organization for Migration.
Nadir In aerial photography, the point on the ground that lies directly below
the perspective center of the camera lens; also, images taken from this
perspective (i.e., straight down).
Orthomosaic A two-part process in which a number of images are combined
together or “stitched” into a single image and also corrected for distortion.
Orthorectification A process of removing the efects of image perspective and
relief efects by using camera model information and elevation data, creat-
ing a fnal image that has a constant scale.
RTK Real time kinematic. A technique used to extract more-precise-than-
normal position data from global satellite navigation timing signals.
UAV Unmanned Aerial Vehicle, commonly known as a drone. Radio controlled
fixed-wing or rotorcraft.
39
Further reading
40