For the 2023 CBMS Rollout, the conduct of geotagging is a necessary activity to achieve the efficient implementation of the entire census field operation. The outputs of these activities will be used to generate thematic maps, poverty maps, and statistical tables. These outputs will be shared to stakeholders such as LGUs and NGAs and will also serve as significant references in the conduct of future PSA undertakings.

In this chapter, the CBMS Enumerator is required to learn how to read an enumeration area (EA) map using the QField mobile application, conduct an ocular inspection, carry out canvassing, geotagging procedures and protocols, and submission of outputs to ensure complete coverage of the assigned EA.


7.1 Geotagging and GIS Basic Concepts

Geotagging is one of the essential components of CBMS which refers to the process of adding metadata about government projects, households/housing units, service facilities and natural resources to various media and uploading to a web-based application (per Rule II (g) of the IRR). This enables the mapping of all areas in the Philippines and allows the government, the citizenry, and other stakeholders to check the projects in real time.

As an important aspect of geotagging activities, Geographic Information System (GIS) refers to a system designed to capture, store, manipulate, analyze, manage, and present all types of geospatial and/or geographical representation of real-world features along with information provided by the database. In GIS, there are two types of geospatial data namely vector and raster data.

For vector data, the following data models are:

  1. Points represent address location, GPS coordinates, location of small features such as buildings, houses, electric poles, mountain peaks etc. Household buildings will be represented by points on the map.
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  2. Lines/Polylines represent street, streams, contours boundaries. Lines are usually used to depict features that have length but no area.
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  3. Polygons represent features that are enclosed and have areas such as regions, provinces, municipalities, barangays, parcel and land use zones.
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On the other hand, raster data is any type of digital image represented by pixels consisting of rows and columns with each cell storing a single value. An example of a raster image file type is the satellite image loaded in the QField Packages.

7.2 How to Read Maps and Navigate using QField

QField is an open-source application that will be used as the mobile application for CBMS geotagging. It is compatible with the QGIS desktop allowing a QGIS-based project to be loaded for more efficient fieldwork. Its interface is based on QGIS making the project appear the same way as it does on the desktop. The preparation and configuration of a project is done via QGIS, permitting its users to work on the ground more effectively.

Using QField, all personnel involved in the CBMS field operation, especially the ENs, are required to familiarize themselves with the features of the geotagging application, and the map itself before going to the field. The ENs must learn how to read maps using QField to effectively carry out the canvassing and geotagging tasks.

Inside the QField application, the map is composed of the satellite image as the basemap. It shows identifiable characteristics of the area such as roads, streets, pathways, alleys, rivers, streams, and building roofs. The vector layers are also displayed on the map such as barangay and EA boundaries, roads, building points, and landmarks.

FIGURE 7.1

QField Package Base Layers

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Table 7.1 Geographic Symbols of CBMS vector layers.

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The figure shows an example of a map project loaded in QField which will be used during the CBMS enumeration and geotagging activities.

FIGURE 7.2

Example of Map Project in QField

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Aside from the map, it is also important to be familiar with the functionalities of QField application to guide in the conduct of the geotagging activities. Below are the following QField buttons:

7.3 Geotagging Process Flow

CBMS hired personnel are involved in both enumeration and geotagging activities. Using the tablet for CAPI, the process flow of geotagging data collection includes the preparation of QField map packages, familiarization and canvassing, data collection and submission before it undergoes map processing.

Before the CBMS enumeration, the ENs are tasked to check if the loaded QField packages are correct based on his/her assigned workload and be familiar with the area assigned to him/her. During the data collection, geotagging data specifically the location of household buildings, PSGC codes and building, housing unit and household serial numbers will be recorded using QField. Uploading of the shapefiles will be done using the CBMS mobile application for map post processing.

FIGURE 7.3

Form 2 Geotagging Activity Process Flow

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Geotagging-Related Functions of Enumerators:

  1. Ocular inspection/Canvassing
  2. Geotagging
  3. Submission of geotagging output

7.4 Ocular inspection

Ocular inspection refers to the conduct of a familiarization visit to the area of assignment by going around it and through it. Using the tablet, exact boundaries of the area/s of assignment must be established to completely cover the area and not to go beyond it. The punong barangay or any official may provide the necessary information on the exact location of the EA assignment, the best route to take during the actual field enumeration, and the location of households in the EA.

Using the EA map provided, the ENs shall be oriented with the prominent ground features such as streets, prominent landmarks, and known institutions such as schools, barangay halls, day-care centers, purok centers, chapels, among others; and locate the position on the map based on these features. The barangay officials may also be consulted during the conduct of the ocular inspection and map orientation, especially for those who are not familiar with their area of assignment. The residents of the area may also provide additional information pertaining to prominent features and landmarks, and others.

Figure 7.7 Example of Map for Ocular Inspection.

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Figure 7.8 Example of Map for Ocular Inspection.

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7.5 Canvassing

Canvassing refers to the door-to-door visit in the entire EA to look for buildings and households to enumerate and ensure complete coverage of the area. The ENs shall canvass the EA during the actual conduct of enumeration, including multi-story buildings, depending on the actual structure of the EA.

During the actual conduct of enumeration, the EN shall plan out the canvassing activity of their area of assignment using the QField Package file provided as reference guide. In planning a strategy in canvassing a designated EA, the following guidelines must be observed:

Procedures on How to Canvass an EA

Using QField, familiarize yourself with the assigned EA workload to start canvassing. In the most convenient location in the EA, apply the following canvassing procedures:

  1. Start canvassing from a corner and go around the EA preferably in a clockwise direction (KEEP RIGHT), along the inner side of the bounding streets until the starting point has been reached.

  2. In enumerating along the street or road, never go from one side of the street or road to the other side. Complete the enumeration first on one side before going to the other.

  3. If a street or road cuts through the middle of an EA, canvass on one side of the street or road first, before canvassing the other side.

  4. When near the boundary of the EA, determine whether the area still belongs to the assigned EA before canvassing. DO NOT GEOTAG OR ENUMERATE HOUSEHOLDS OUTSIDE THE ASSIGNED EA WORKLOAD.

  5. Verify areas with no buildings/structures on the map such as vacant lots, and public parks. If verified, do not canvass these areas.

Procedures on how to canvass an EA in rural areas

When geotagging households in rural areas, apply the following canvassing procedures:

  1. Canvass the EA from one end of the area to the other end, particularly when buildings/housing units are along the roads, riverbanks, shorelines, or hills/mountains.

  2. Canvass also the EA from one outer sitio, purok or village to the next, and so on, until the whole EA has been completely covered.

  3. For areas with buildings that are far from blocks of buildings, determine the best routes to follow to efficiently canvass the whole area.

  4. In an EA where the buildings are relatively dispersed, consult with the barangay officials or other knowledgeable persons in the barangay on the best way to cover the area. While during the enumeration, always inquire about buildings in the vicinity that are hidden from view, the best routes to follow, and other helpful information.

Procedures on how to canvass a multi-story building

A story is the space in a building between two (2) adjacent floor levels or between a floor and the roof, where a multi-story building has two or more stories. In a multi-story building, apply the following canvassing procedures:

  1. Inquire from the building administrator/caretaker about the number of vacant and/or occupied units in the building.

  2. Canvass the building from the ground floor to the highest floor.

  3. Start from the ground, canvass the building with housing units from one entrance and stairway to another, including those rooms with living quarters on the ground floor.

  4. In a multi-story residential building, watch out for separate entrances and stairways leading to individual housing units.

7.6 General Geotagging Procedures

Geotagging involves identification of appropriate serial numbers, location of household buildings and updating the EA map by plotting the building point and indicating necessary data in the QField form. This should be done simultaneous with listing and enumeration of households. With procedures and protocols, it aims to accurately collect location data that will be used for the generation of maps.

Assigning BSN, HUSN, HSN and Instructions in Listing Different Household Set-Up

As part of geotagging, the EN must be familiar with the assignment of the following serial numbers: Building Serial Number (BSN), Housing Unit Serial Number (HUSN), and Household Serial Number (HSN). Refer to Chapter 6: Common Concepts and Definitions on building, housing unit and household.

Building Serial Number

  1. For BSNs, the serial number is based on the reference map (building points) loaded in QField.
    For buildings with existing BSN in the reference map
    • Once the building is identified on the map, check if there is already an existing BSN assigned to the building.
    • If yes, copy and input the BSN to the Building Serial Number field in the QField form. Ensure that the BSN inputted is correct.
    For new buildings
    • Assign a 4000-series BSN to the building for new buildings identified. The basemap in the QField may not be updated as of the enumeration period or the building is newly constructed. In this case, a new BSN is assigned to new buildings, and this must be incremental for the succeeding new buildings.

Housing Unit Serial Number and Household Serial Number

  1. For HUSNs and HSNs, the serial number assignments must be incremental starting from 0001. Each housing unit inside a building or household inside a housing unit must have different serial numbers assigned according to the last digit recorded in the application.

    Special Codes

    Aside from buildings occupied by individuals or households, other buildings with special cases should also be geotagged. Special serial codes shall be used to assign BSN, HUSN, and HSN.

    Refer to the following codes in assigning BSNs, HUSNs and HSNs for some special cases:
Special BSN and HUSNCase Description
BSN, HUSN 5555Assign a 5555-serial number to buildings and housing units located in temporary evacuation centers or relocation areas with or without existing BSN in the reference map.
BSN, HUSN 6000-series, starting 6001For Homeless or persons living in the streets or public places (such as parks and sidewalks) and all those without any form of shelter.

For buildings that were mapped or geotagged as 6000-series in the 2020 CPH, assign a different BSN using 6900 codes.

Example:

  • If the BSN is 6004, the CBMS geotag must be 6904.
  • If the BSN is 6015, the CBMS geotag must be 6915.
NOTE
Special HSNCase Description
HSN 9999For buildings or housing units that are vacant
HSN 8889For buildings or housing units used only as a rest house or vacation house
HSN 8888For buildings or housing units whose occupants are excluded in the enumeration (e.g., Foreign Ambassadors)
HSN 7777For households who occupies housing unit, which is not the usual place if residence by non-usual residents (NUR).
Example: (i) students

Preparation and Preliminary Instructions in HPQ Geotagging using CBMS Application

As preparatory for geotagging, the ENs must ensure that the tablet is set for data collection. QField Package Projects must be checked if it is working and matches with the assigned workload of the ENs. Any issues with the tablets, specifically the QField application and the QField Packages must be addressed to the Provincial Focal Person.

To check whether the QField Package file imported in the tablet matches the assigned workload of the EN, follow and check the file path:

Internal storage > PSA-GIS > GEOID (EA Geocode) (e.g., 0808003002000)

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Since CBMS data collection is tablet-based, the ENs shall be familiar with the application, and how to use it beginning from logging in to the CBMS Mobile Application, selecting the Form 2 tab, determining the correct BSN, HUSN and HSN scenarios, launching QField and proceeding with the actual HPQ Form 2 using the CSEntry application.

FIGURE 7.7

Geotagging of Households Diagram

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These are the procedures that the enumerator should follow during the conduct of the activity:

  1. Open the CBMS application to start.
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  2. Input the user credentials to log in
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  3. Select the correct City/Municipality, Barangay, and EA from the dropdowns. The ENs shall ensure that their assigned workload matches the following dropdowns.
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  4. The CBMS Mobile Application Home will prompt on the screen. Also, the name of the EN should be visible in the application’s home screen.
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  5. Tap the hamburger button icon at the upper leftmost part of the screen to open the Menu.
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  6. Under the Main Forms, select Form 2.
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  7. Tap the + ADD NEW FORM 2 at the lowermost right part of the screen to add a new record.
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  8. From the dropdowns, select the appropriate Type of Housing Unit and Household.
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    !-- TODO: please insert a table -->
  9. Tap the QFIELD button to launch the QField application and proceed with geotagging.
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Procedures in Geotagging Households using QField

QField allows performing basic functions such as digitization where points can be added, modified and deleted (if necessary) on the map. These functions shall be properly carried out by the ENs to proceed with the enumeration. Below are the procedures in geotagging households:

Steps in loading the QField Package Projects to QField Application

  1. Search for the QField icon in the tablet screen and tap the icon to run the QField application.
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  2. To open the project for the first time, tap the Open Local File.
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  3. Tap Internal Storage.
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  4. Locate and open the PSA-GIS folder
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  5. Inside the folder, select the QField Package Project folder with GEOID as the name format (ppmmbbbeeeeee) of the assigned area.
    pp for 2-digit province code, mm for 2-digit city/municipality code, bbb for 3-digit barangay code, and eeeeee for 6-digit EA code.
    NOTE
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  6. Select the .qgs with ppmmbbeeeeee_qfield as the file name.
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The QField Package Project that shall be loaded in the tablets must be based on the EA assignments. The ENs shall coordinate immediately with CAS or PSO if the files are not available in the tablet.

NOTE

Adding Points

  1. Open the QField Package file of the assigned EA. To open the project, browse through the:
    Open Local File > Internal Storage > PSA-GIS folder
    > QField Project folder [ppmmbbbeeeeee] (e.g., 0808003002000)
    > QField Project [ppmmbbbeeeeee_qfield]

    Make sure that the basemap appears on the map.
  2. As the image of the basemap comes into full view, take note of the crosshair (circle with the black lines intersecting inside) at the center of the screen. The crosshair is fixed at the center and serves as a guide when conducting geotagging activity.
  3. To begin, tap the Menu button . The layers will appear on the uppermost left of the screen.
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  4. Select the CBMS HPQ Form 2 Geotagging layer by tapping the layer name with GEOID as template (e.g., 0808003002000). Make sure that layer is highlighted before digitizing.
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  5. Activate Digitize Mode by tapping the Pencil Icon to be able to add features.
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  6. Determine the exact location of the feature to be geotagged on the map by activating the GPS function of the tablet and QField.
    Activate only the GPS functionality of the tablet to determine the EN’s exact location on the map. Another alternative is to use the landmarks and other features on the map such as the color and size of the roofs.
    NOTE
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  7. Once determined, turn-off the GPS functionality of tablets to avoid discrepancy in accuracy and position. Long press the location icon and uncheck Enable Positioning.
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  8. To start the geotagging activity, zoom in to the exact location of the building to be geotagged. Snap the geotagged point if the existing point is already at the desirable position (center of the roof of a building). Otherwise, plot the point at the center of the roof of the building.
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  9. Using a stylus, tap the screen on the desired position of the point.
    For tablets with stylus, in the Menu, tap the Settings icon and open Settings. Under the General tab make sure that Consider mouse as a touchscreen device is disabled.
    NOTE
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  10. To create points without a stylus, tap the add feature icon at the lower right corner of the screen. For tablets with stylus, use the stylus and tap the map on the desired feature/household to be geotagged.
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  11. After placing the point, fill-out the necessary fields on the form and save by tapping the check icon on the upper left part of the form.
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    If the background color of Add feature on ppmmbbbeeeeee label is GREEN, this means that all required fields are filled out completely, otherwise, it is RED.
    NOTE
  12. The point will be reflected on the map with label – BSN, HUSN and HSN.
  13. Click the Browse Mode on (beside the pencil icon) to stop editing mode.
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Moving of Point

  1. Determine and tap the building point on the map to be moved. If using a stylus, long press the point.
    Make sure to select CBMS HPQ Form 2 layer (e.g., 08080030080020000) and activate the Browse Mode.
    NOTE
  2. As the name of the selected features appears, tap the Output File Name of the geotagged point to be moved.
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  3. At the upper right corner of the form, tap the icon to start editing and select Move Feature.
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  4. To move the point, position the green point to the desired position at the center of the roof of the building.
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  5. Tap the check button to save the edit. The point is now positioned on the desirable location.
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Deletion of Point

  1. To delete the geotagged household building/s, tap the feature for deletion on the map.
  2. From the selected features, choose the name of the point.
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  3. Tap at the top right portion of the form and select Delete Feature. Click OK to delete
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Kindly review first the details of the feature or point to be moved and/or deleted.

NOTE

Data Items in Qfield

As the EN conducts geotagging using QField, it is his/her duty to collect the data items that are associated with the building structures to be geotagged. This must be accomplished after he/she located and geotagged the point on the map. The necessary data fields in QField are as follows:

  1. GEOID Mobile App

    Long press the blank data entry field and select paste. This reflects the GEOID from the CBMS Mobile Application. Verify if the GEOID pasted is similar to the assigned workload and reflected serial numbers (HUSN and HSN) are correct.
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  2. Longitude (X-Coordinates)

    This is automatically generated based on the location of the point on the map.
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  3. Latitude (Y-Coordinates)

    This is automatically generated based on the location of the point on the map.
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  4. Region Code (2-digits)

    Select the region from the dropdown options.
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  5. Province Code (2-digits)

    The province code is automatically generated based on the input in the CBMS mobile application.
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  6. City/ Municipality Code (2-digits)

    The city/municipality code is automatically generated based on the inputted value in the GEOID Mobile App field.
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  7. Barangay Code (3-digits)

    The barangay code is automatically generated based on the inputted value in the GEOID Mobile App field.
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  8. Enumeration Area Code (6-digits)

    The EA code is automatically generated based on the inputted value in the GEOID Mobile App field.
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  9. Building Serial Number (4-digits)

    Assign the correct 4-digit BSN for the building. Make sure to follow the guidelines in assigning BSN. (Refer to Assigning BSN, HUSN, HSN and Instructions in Listing Different Household Set-Up).
    Check and uncheck the box on the right of the field in case of error in accepting a 4-digit input.
    NOTE
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  10. Housing Unit Serial Number (4-digits)

    The HUSN is automatically generated based on the inputted value in the GEOID Mobile App field.
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  11. Household Serial Number (4-digits)

    The HSN is automatically generated based on the inputted value in the GEOID Mobile App field.
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  12. Output File Name (27-digits)

    The output file name will automatically appear after filling out all the necessary codes. This field combines the inputted EA Geocode values down to the HSN code.
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  13. Remarks

    Indicate necessary remarks.
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After geotagging using QField, the coordinates will appear on the screen. Proceed to HPQ Form 2 to conduct the interview.

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Succeeding geotagging of Form 2

In geotagging succeeding households, set the correct type of housing unit and household. Below the classification portion, where the types of housing unit and household are set, the BSN, HUSN, HSN, latitude, and longitude of the previously geotagged household also appears on the screen. This may be used as reference for the succeeding code assignments.

  1. Tap Next.
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  2. The Proximity question “Is the housing unit is located within the same previously geotagged building?” will prompt.
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    1. If YES is selected, this means that the housing unit of the next household to be tagged or interviewed is located within the CURRENT geotagged building and the BSN must be the same as the previous one.
      Select Yes if the next household to be tagged or interviewed is currently staying in shanty or same building of relocation/evacuation areas such as school.
      NOTE
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    2. If YES is selected, the previously tagged BSNs will appear on the screen. The current BSN in the dropdown is the last used BSN. Modify this BSN by choosing among previously geotagged points in the dropdown. This is applicable only if the building of the household geotagged is already a previously geotagged building but not the recent one.
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      1. Furthermore, if the succeeding household is also located within the same housing unit, choose YES in the question Is this household located within the same housing unit as HSN XXXX? A new window Open the CSEntry Application will prompt. Notice that geographic information of the succeeding household such as the BSN, HUSN, longitude, and latitude are the same with the previously geotagged household. However, the HSN increments by one when the household type selected is regular. For the housing unit considered as regular with corresponding type of household belonging to ‘8888’ for Excluded, and ‘8889’ Vacation/Rest House, correct HSN must be reflected.
        You should NOT choose YES if the housing unit is vacant or if the household in the housing unit is considered as non-usual resident.
        NOTE
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      2. On the other hand, if the household is located within the same building but different housing unit from the previous geotagged, select NO. The BSN, longitude and latitude must be the same compared to the latest geotagged household. Whereas, both HUSN and HSN increments by one if the household type is set as regular. For special types of households such as ‘7777’ for NUR, ‘8888’ for Excluded, ‘8889’ for Vacation/Rest House, and ‘9999’ for Vacant set in the Classification section, the corresponding HSNs must be reflected. Tap confirm if the geographic information is correct and CSEntry will prompt to start the interview.
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    3. If NO is selected in the Is the housing unit located within the same previously tagged building, this means that the housing unit to be tagged is not within the same building of the previously geotagged point. A new window will prompt asking if you want to open the QField Application. Select NO also if the household is considered as homeless. In addition, if the household is temporarily staying in schools during the enumeration to evacuate, determine if the building is the same as previously geotagged building. If it is a different building, select NO, and proceed to geotagging.
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    4. Tap Confirm to geotag a new point inside the QField.
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After geotagging the building in QField, the current geographic identification will appear on the screen. Notice that BSN indicated in QField is the same as the BSN reflected in the Current Geographic Identification. The HUSN and HSN are dependent on the corresponding categories set in the 1 Classification section.


For relocation/evacuation

  1. Set the type of housing unit as ‘5555’ for Relocation, and type of household as Regular in the Classification section.
  1. In the Proximity Section, for the first household to be enumerated who is currently staying in relocation/evacuation area, the answer for Is the housing unit located within the same previously tagged building? must be NO. For the succeeding geotagging, the answer for this question must only be YES in cases where the next household to be tagged is within the same building of the evacuation center or relocation site of the previously tagged household.

  2. Inside the QField, indicate BSN as 5555.

  1. After geotagging, the Current Geographic Identification will appear on the screen with BSN and HUSN 5555 code. The HSN must increment by one. Proceed to HPQ Form 2.

For homeless

  1. In the classification section, indicate 6000- Homeless* as the Type of Housing Unit and Regular as the Type of Household.
  1. In the Proximity Section, choose NO since the concept of building and housing unit is not applicable for homeless.
  1. Inside the QField, indicate the correct 6000-series BSN.
  1. After geotagging, the Current Geographic Identification will appear on the screen with BSN and HUSN in 6000-series. Proceed to HPQ Form 2.

7.7 HPQ Form 2 Geotagging Protocols

Ensuring the quality of geotagged data is important especially in generating location data and poverty maps. Based on the geotagging standard protocols, the ENs shall ensure that all the data of geotagged household buildings including the geolocation are accurate and entail minimal to no error.

  1. ONLY ONE POINT must appear on a building
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  2. The points MUST BE PLACED AT THE CENTER OF THE ROOF OF THE BUILDING. If the existing point on the reference map is not plotted on its desired location, place the geotagged point at the center.
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  3. GEOTAG BUILDINGS ONLY INSIDE THE EA BOUNDARY ASSIGNED. Take note of the adjustments in the EA delineation. Make sure to geotag and enumerate only the area assigned to you.
  4. In several cases, if the buildings or households are located in coastal areas and are not covered in any of the EA boundary, the ENs covering the adjacent or nearest EA are responsible for conducting the geotagging and enumeration.
  5. For homeless or occupied mobile housing units, geotag the location of the place of their COMMON ABODE and assign the correct special code for this specific scenario.
  6. Ensure that the correct HUSNs and HSNs indicated in the QField form should be the same as the codes reflected in the GEOID Mobile App field. The format of the GEOID pasted is [Province Code (2), City/Municipal Code (2), Barangay Code (3), EA Code (6), HUSN (4), HSN (4)]. The codes must be reflected correctly in the QField form.

    Make sure to assign regular BSN to structures such as cart (kariton), boat, dilapidated bus, cemetery, and others (Refer to Chapter 6: CBMS Concepts and Definitions) if a household is currently staying in one of these structures.

    For household buildings that cannot be reached, use landmarks, roads, or other visible features on the map to estimate the location of the household building.

7.8 Submission

The submission of outputs for geotagging is in the form of shapefiles. These shapefiles will be transferred to a new folder for uploading. The submission will be done daily following the naming convention and file organization of the output to be submitted. For areas with limited internet connection, uploading of shapefiles may be on a weekly basis. The ENs must ensure the timeliness and completeness of shapefiles uploading.

  1. Using the CBMS Mobile Application, in the Data Management module, select Batch Upload.
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  2. The Batch Upload window prompts, then select QField Shapefiles and select CONFIRM.
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  3. The ShapeFilesForUploading folder will be automatically created in the Internal Storage of the tablet containing the folder with GEOID as naming convention during the first uploading attempt.
  4. Inside the created folder (GEOID), the shapefiles (.shp, .shx, .dbf, .prj, and .cpg) for uploading will be automatically saved.
    Format: HPQppmmbbbeeeeee
    Output Folder Filename: HPQ0808005002000
  5. Manually, compress the folder inside the ShapefilesForUploading folder. This is a required step for every submission of shapefiles.
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  6. Go back to the CBMS Mobile Application, and under the Data Management module, select Batch Upload. Then select QField Shapefiles and click CONFIRM.
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  7. An internet window will prompt. Browse the Internal Storage, and select the zipped folder containing the shapefiles.
  8. Tap the Upload button and the zipped file containing the shapefiles will be uploaded in the MIS.
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