Participatory Rural Appraisal (PRA) Documentation in Poblacion Vieja, Batuan, Bohol, Philippines

CBDC Bohol Project, SEARICE, Philippines

Year: 2001


Abstract
Introduction
Methodology
Problem Analysis
Lessons Learned
Recommendations
Bibliography

Title Page


Abstract

This paper summarizes the approaches and methods used in the collection of information through the Participatory Rural Appraisal (PRA) methods carried out by the CBDC-Bohol project. PRA is an approach that allows the full participation of farmers or villagers in appraising their community background and current situation. A PRA was conducted in Poblacion Vieja, Batuan, Bohol in order to identify appropriate interventions in the community farming system using tools such as mapping, seasonal calendars, field survey, group discussion, diagramming and interviews. PRA tools had been used to generate information in order to analyze the information and plan for the succeeding activities.

The trend of the community's agricultural system was analyzed through farmers' recollection of past information. The traditional farming of the community was replaced by modern farming through the Green Revolution Technology. The traditional varieties were replaced by formal released varieties associated with the use of synthetic fertilizers and pesticides. These varieties have dominated their farming system recently. Information about the economic, social and political structure of the community were likewise gathered such as the credit and marketing system, and different organizations working within the community. The overall system was viewed at enhancing and sustaining the community's capacity to exist in society.

With regards to the methodology, the diversity of crops planted by the farmer-participants was mostly captured during the workshop. Most of the participants were male farmers (68% of the 28 participants) and they dominated most of the workshops and discussions, particularly the local officials. Hence, about five of the domineering participants, who are local officials, were grouped together to performed separate workshops from other non-dominating farmers

Introduction

In agricultural research, there is an increasing need to analyze location-specific problems in their own environments. Many approaches using participatory methods and techniques for agricultural research and development have been suggested. On-farm research has its origin in the farming system research (FSR) methodology developed by the agricultural research institutions in the 1970s. Such institutes are the Farming System Research Institute (FSRI) of the Department of Agriculture in Thailand and the Farming Systems Research Institute of the University of the Philippines Los Baños (UPLB), Philippines. In this approach, procedures were developed to involve researchers, extension workers and the farmers as participants in conducting research and extension on community farming systems (Lightfoot 1991). Farmers’ participation in agricultural research became an objective for many researchers when they recognized that farmers were experimenters (Chambers 1992). Farming systems research aims to analyze the factors affecting community’s decisions to adopt or reject a certain technology.

Participatory rural appraisal (PRA) helps to understand the area quicker than the conventional methods because it is flexible in approach and does not need any proposed activities. Questionnaire surveys tend to be tedious, inaccurate and difficult to use (Chambers 1992). PRA is an alternative approach that provides a quick collection of information using cost-effective methods of learning, and it is proven useful for planning at the local level (Rifkin 1992).

The term PRA embraces a series of techniques using local peoples' knowledge and skills to understand local conditions, identify local problems and plan responses to them (Heaver 1992). It draws on systems and involves ecological thinking, paying attention to space, time, flows and relationships of bio-resources, relative values and decisions.

The role of the community is the key to the approach and is crucial for the generation of the appraisal. Recently, this approach has been instrumental to the CBDC project's research methodologies in the field of agriculture. A major reason is the prospect of gaining information about the community farming system quickly and cheaply. More importantly, however, is the greater participation of farmers in the community that leads to more effective and efficient information generating. This is because many of the information are visually presented to them through maps, graphs, diagrams, illustrations and so on, which are easily understood.

Poblacion Vieja is part of Batuan municipality and is one of the major rice-producing communities in the town. Batuan, located at the interior part of Bohol, lies 51 kilometers away from Tagbilaran City (Figure 1.). The community is part of the Green Revolution area in the 1970s, making it an ideal study area for the project. This paper summarizes the approaches and methods used in the collection of information through the PRA methods carried out by the CBDC-Bohol project. It also attempts to present an overview of the community being studied.

General objectives

This report aimed to document the CBDC project's experiences with a participatory rural appraisal conducted in the community (Poblacion Vieja, Batuan, Bohol) and to understand the community background to identify appropriate interventions in the community farming system.

The information gathered serves as benchmark information in preparing the project activities in the area. It will include community plant genetic resources enhancement (participatory plant breeding and plant varietal selection), other participatory researches (like ecological pest management and soil fertility management) and the season-long farmers’ field school training on sustainable agriculture management.

Methodology

Participatory rural appraisal was identified as a more efficient approach in data gathering compared to previous methodologies (e.g. individual interviews) employed by the project. This approach involved particular activities as follows:

Clarifying the project's objectives to the community

It is important to clarify the proposed objectives of the project to the community. The project generally aims to strengthen farmers' role in conserving and developing plant genetic resources within the framework of sustainable agriculture. Long-term objectives in this particular community were identified during the consultation. They were:
  • Total elimination of pesticide use
  • Use of locally available organic (non-synthetic) materials as fertilizer
  • Development of farmers’ varieties adapted to the specific location
  • Improvement of breeding skills of farmers in the community
  • Farm diversification and integration (increased diversity for food security)
  • Community organization
  • Gender balance and sensitivity in agriculture
  • Establishment of a community seed network within and among the project communities
  • Farmers' participation and empowerment

Setting key indicators for the community project

Based on the objectives, the project identified essential indicators in order to determine and assess its impact in the community. These indicators are essential to those working in community development. Impact assessment formed is part of the internal monitoring and management system in order to re-plan and redirect on-going project activities. Important indicators are listed below:
  • Increase in organic matter content of the soil
  • Increase in number of natural enemies of rice pests
  • Development of rice varieties (farmers' selection varieties)
  • Diversified farming system
  • Creation of one farmer-breeders' group
  • An established market support network
  • Reduced hired labor (to minimize cost of production)
  • Increase in number of sustainable agriculture practitioners
  • An established community seed bank
  • Farmer-facilitated meetings and other activities
  • Farmers’ cooperation with the project
  • Farmers conducting their own on-farm researches
  • Equal participation of both gender in all activities
  • load of work
  • timing of activities

Identifying relevant information and PRA tools

Prior to the actual community workshops, the project also prepared a simple list of information to be gathered, their relevance to the study, and their collection. The information obtained determined the tools used in implementation. The checklist used is presented in Table 1.

Learning methods

1. Introductory Phase

During the initial discussions with the community, the project staff gave an orientation and a brief background of the project to the community. Thereafter, the staff introduced themselves to the farmers and vice versa. Part of this orientation was a presentation of the experiences of the project in other communities (on-farm activities, project’s focus crops, etc.) and the PRA objectives and tools so that farmers would have a clear understanding on the importance of the activity. In addition, the farmers established a time schedule for the next two days.

2. Community Workshops

Twenty-eight farmer-participants attended the PRA activity, a manageable number for the project to handle. Sixty-eight percent (68%) were male farmers and the rest were female farmers. Two separate workshops were run simultaneously to cover different PRA requirements, with female farmers equally distributed in the groups. All activities for data gathering by community workshops and field works including community validation were concluded in two days.

Checklist of information gathered during the PRA.
Information gathered Relevance Tools used
1. Cropping pattern

- rainfall pattern

 
- scheduling of project’s activities

- determine what crops are grown

- determine the availability of farmers
- Seasonal calendar
2. Land ownership - determine the tenurial status of farmers

- determine the extent of involvement of
farmers on project’s activities
- Mapping
3. Availability of farmers - scheduling of activities - Seasonal calendar
4. Social structures

 
- identify organizing strategy of the project - Venn diagram
5. Farming system

 

- diversity

 

- cultural management practices
- amount of seeds (distribution, number of varieties farmers can handle)

- history, trend

- inventory of resources

- timing of intervention (related to
sustainable agriculture
- Time line
6. Resource map

- location of farms, crops and organic materials
- location of resource (geographical)

- land use

- monitoring
- Mapping

- Transect map
7. Labor availability

- schedule of activities

- Seasonal calendar
8. Off-farm activities - determine farmer’s other sources of income - Pie diagram
9. Credit/ marketing system

- (number of farmers who are dependent on millers)
- type of intervention/ support (e.g., linkage, coordination) - Seasonal calendar
(time)

- Venn diagram
(source)
10. Income/ yields - cost of production - impact of the project’s intervention
(economic)

- determine the crop productivity
- Seasonal calendar

- Resource mapping
11. Soil analysis - recommended fertilizer - Transect
12. Seed supply system - seed exchange

- establish community seed bank
- Venn diagram
13. Gender roles

- extent of involvement of both genders - Matrix ranking
14. Problems related to farming - Intervention of the project - Seasonal calendar

- Transect map


The project staff briefly explained to farmers the workshop exercises. Facilitation by project staff on these exercises was necessary. The type of information needed and how these information were to be collected were explained to the farmers. The workshop program is outlined below.

Day 1- Resource mapping:
  • Social mapping
  • Seasonal calendar
  • Venn diagram
- Credit system
- Seed supply system

Day 2 - Marketing system:

- Social structure
- Matrix ranking
- Sources of livelihood (Pie diagram)
- Gender roles
- Transect walk
- Transect map
- Time line
- Data validation / triangulation

a. Community mapping

Maps were used to locate features of ecological and social environments, as a guide to people's perception of the environment in which they lived and worked and as a shared source of reference for discussion (Cornwall 1992). Both workshop groups did the community mapping. The first group performed the social mapping and the second group worked on the resource mapping. The latter group produced a detailed map and properly located their houses, community infrastructure, local resources, farmlands and others. Thereby, farms and other resources could easily be located by the staff during monitoring. Farmers preferred to use the materials provided by the staff for ease and both groups were given approximately two to three hours to complete the exercises.

b. Seasonal calendar

The calendar exercises included mapping the cropping pattern, rainfall distribution, typhoon risk, farm productivity and income, special community occasions and the crops cultivated. In the cropping pattern, the farmers presented the time of planting and harvesting of different crops cultivated in the community in a period of one year. The presentation was made by illustrating the crop cultivated on its corresponding planting month within the year. In terms of income, expenses and credit in their farms, the group drew peso bills in denominations of 20, 50, 100 and 500 for each of the corresponding months. The peso bill however, represented their estimation of the amount entailed in a certain period. Hence, the interpretation was that, the bigger the denomination, the higher the amount. In a seasonal calendar, the interrelationship between the cropping pattern, farmers’ alternative sources of income, social activities and the availability of labor could likewise be seen.

c. Venn diagram

These diagrams were used to identify the institutions present in the community and the latter’s relationship and access to these institutions. In this exercise, four different types of information were obtained, namely; the community’s credit system, marketing system, social structure and seed supply system. The size and the thickness of the circle described the prevalent source or institution and the direction of the arrow indicated the flow of the interaction. The exercise assisted in understanding the interrelationships in the village and in identifying the groups or key individuals of a certain institution or organization that influence the community most.

d. Pie diagram

The pie chart was used to rank the overall sources of livelihood in the community (on-farm and off-farm sources of income). Farmers themselves gave the percentage of each source of income and the size of the pie determined the share of each source.

e. Matrix ranking

To perform the matrix ranking on gender roles, the male and female farmers were separated into two workshop groups. Both groups were asked to rank their participation in both on-farm and off-farm activities. The main objective for this was to determine and assess different views of both farmers (males and females) in their degree of involvement or participation. Both groups did the percentage rating with respect to their participation in every activity.

The results of the two workshop groups were entirely different. According to the male farmers, they dominated most of the farm activities and that the females focused more on the household activities. Women farmers, however, opposed this view. According to them, women’s activities included participation in farming, particularly on the seed system (seed selection, storage, exchange, etc.). Both genders agreed that farming, in general, is designed for male farmers when it involves the use of heavy mechanized farm implements or working animals. Only a few female farmers can do the same.

f. Time line

The time line group of farmers was composed of the older farmers in the community. They were asked to recollect the history of the village from the 1930s to the 1990s including important events, agricultural practices, and major changes including the occurrence and incidence of pests in their farms.

g. Transect walk and the map

The transect map and walk were done to know the characteristics of the village environment by analyzing the cross section of the community’s land. The walk covered approximately 500 meters and different observations were illustrated in the transect map. Important things were noted during the transect walk (type of soil, soil fertility, trees, farm crops, farm animals, existing problems in specific location, etc.). The direction of walk was discussed beforehand and was determined based on the degree of plant diversity and the elevation (from lower to higher) using the community resource map. Farmers noted their observations every 100 steps from the starting point up to the identified end-point of the route.

Day 3.Community Validation:

At the end of all community workshops, all information gathered were fed back to the group of farmers for further verification and to fill in identified gaps. Farmer-participants were able to present and explain their findings to the group and these were synthesized by the project staff. The staff and farmers thoroughly validated all the information in every workshop output. The project staff likewise identified which group or individual was participating most in the discussion during the data validation. The validation also aimed to assess farmers' participation and provide recommendations.

Lessons learned from PRA

Specific observations and experiential learning by the project staff with the use of different PRA tools in various activities were also documented. These observations and learning experiences are essential to the internal evaluation of the project and to the planning of methodologies for the project to be more effective in the succeeding activities.

In the community resource mapping, most farmers spent much time trying to make the drawings attractive for the presentation that there may be other resources or information they failed to mention. During the presentation and validation, they no longer added the additional information or resources enumerated by other farmers in the map. Male farmers also dominated in this activity (workshop and discussion). Hence, the staff should pay attention to each workshop group.

During the presentation and validation of the seasonal calendar, farmers were willing to share their knowledge and they even added some relevant information like the occurrence of typhoon in the area. The inter-relationship between the cropping system, financial system and social activities of the farmer was seen and understood.

The untapped or hidden resources in the community such as the water pump in the spring was discovered in the transect walk. Likewise, it was easier to see the trend over the years in the community in the timeline. In terms of plant genetic resources, traditional varieties changed to modern varieties.

The availability of the male and female farmers as well as the involvement of women farmers in farming was determined by understanding on gender roles in the matrix ranking. This is important in scheduling the succeeding activities of the project.

Problem Identification and Analysis

Problems were identified and analyzed in two different discussions. One major discussion concerned the problems identified with the community’s farming system. The second concerned are the methodologies being employed by the project, since this was a new approach in gathering the baseline data of the village.

Employed Methodologies

The entire community workshop was very ‘extractive’ on the part of the farmers. The activities were continuous and rapid and the exercises were done in only two days. At the start of the community exercises, farmer-participants were provided with necessary materials like manila papers, pentel pens, meter sticks, colored papers, coloring pens, chalk and others, to do their own workshops. In this sense, farmers were limited to what the project provided. They were then allowed to use anything from the surrounding such as leaves, pebbles, soil, twigs, etc. to represent an information on the village.

It was noted that most of the male farmers, especially the community officials dominated most of the discussions and workshops. These farmers are used to this situation since they have their regular council meetings. Other farmers had no or less opportunity to participate in the activity.

The information was analyzed to get a detailed picture of the local resources, land use and crop diversity as well as to identify problems and opportunities. However, the state of local resources during the PRA in May 1998 was severely influenced by El Niño. Some crops known to be cultivated in the community as well as the crop diversity of their neighboring farms were not mentioned. Only rice, corn, coconut, and banana were named. It is unfortunate that the staff failed to bring up the issue in the workshop.

In the social Venn diagram, it was also noted that the members of different organizations were unknown. It is because the project staff-facilitator failed to ask this from the farmers. Also, the respective percentages of household rice consumption and marketing to miller-traders and to other outlets was not determined. The status of soil fertility was not assessed within the framework of the transect walk. The relevance or the use of all information gathered through each tool was not adequately discussed with the community.

Some observations on the community farming system

The Green Revolution ushered the introduction of farm technology packages consisting of high yielding varieties and chemical inputs to farmers, which resulted in the decline of traditional farming. Traditional varieties were replaced by modern varieties (time line). During the late 1990s, the community experienced a very long dry season (El Niño). Being mainly rainfed with no irrigation system, most of the farmers were unable to plant rice for a full season. Hence, most of their rice varieties were lost and only four rice varieties planted were rescued (Venn diagram). Thus, the El Niño adversely affected the community farming system.

Some of the farmer-participants had already undergone training on integrated pest management (IPM) conducted by the Department of Agriculture (DA). Hence, it was assumed that these farmers were already aware of pest control methods or farming with low external inputs and minimal use of pesticides. However, it was noticed that locally available organic materials in the community like the Mekania cordata (bukot-bukot), Gliricidia sepium (madre de cacao), animal manure, and other green manure plants were not utilized as alternatives to inorganic fertilizers (synthetic fertilizers). Farmers' reasoned out that it was very laborious to convert these materials into organic fertilizers that are readily available for their respective farms.

With respect to land tenure, most of the farmer-participants were tenants, meaning that farm decisions were mostly dependent on their landowners. These were mostly absentee landlords, being engaged in business or other employment. Hence, it was largely believed hat they would not take any risks or make major changes such as the shift to sustainable approach as advocated by the project.

Moreover, in the sharing arrangement, the tenants pay a fixed quantity every harvest (twice a year) whether they had any harvest or not. Thus, small farmers tend to shift to cost-effective methods of rice farming (e.g., using the locally available organic materials and ecological pest management) that are sustainable. This is in fact an opportunity for small farmers to go into organic farming as their contracts does not stipulate the type of farming they should practice.

General Recommendations

The PRA methodology was found to be essential to the CBDC project, especially on its community development-oriented projects. Since it has the advantage of being participatory, it can quickly generate information and systematically analyze data. In fact, this approach has already been employed in other research areas of the project.

After a thorough and rigid analysis of the data gathered, the project staff made some general recommendations for the identified weaknesses of the methodology and the study area. For the methodology, there is a need for more detailed preparations prior to the actual community workshops. Topics to be discussed and the significance of each PRA tool should be thoroughly discussed with farmers so that they will have a clear understanding on the use of the data gathered. All staff should be knowledgeable on each PRA tool to be able to substitute for each other. Minimal materials should be provided to trigger the group's resourcefulness and creativity in using available materials within the community (like leaves, etc.) to produce ‘pictures of information’ about their community.

Each workshop group should have a facilitator, documenter and reporter, and farmers should be given a chance to rotate among and within the working groups. A way to avoid having one or more participants who will dominate the activity, is to group them according to their characteristics or profile. Like for instance, all officials of the village are grouped together to do separate workshop as it was later done after the first workshop (community mapping).

Other participants should be encouraged to partake in the activity and speak up by closely supervising the flow of discussion and activity. There should be more time allotted to activities. Not every exercise must be hurried to allow ample rest for farmers and the staff.

With respect to their farming system, the lost varieties including new varieties from farmers' selection and formally released cultivars can be introduced from other areas to each participating farmers by the project as part of its intervention. The introduction of varieties will be associated with organic fertilizers (chicken dung) so these will be grown organically. Organic farming will serve as their individual trial plot in order for them to observe and compare the effects of the experiment to their existing practices. It was further discussed that the participating farmers will evaluate the introduced varieties at the end of the experiment.

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