RFC: hiking_technique key (or a better name!) to describe movement on paths by hikers

Why not just propose a new key austrian_class=*? We generally use a key containing “scale” for difficulty, but if it is called Austrian Classification, perhaps we should stick with a key related to that.

I would prefer to stick to “scale”, there are already sac_scale and cai_scale, why not an öav_scale :slight_smile:

I think your use cases make sense, but I worry that’s getting a bit too granular. Having been on trail a lot this summer in a few different places (Canadian Rockies, Olympics, and Eastern Sierra) I’ve been pondering in the back of my head how to better word some of this.

I think perhaps having my casual_walking and then merge your walking and hiking into into walking and then have my surefooted walking would make sense. I can see a lot of ambiguity between the amount of obstacles (and relative height) in your 2 and 3 values.

I think the main break down would be:

  • casual_walking no to very few obstacles - very little attention needed, pretty anyone that can walk can do it safely
  • walking some obstacles you can step around - occasional attention required, while there isn’t meaningful challenge for most people small children or people with impaired movement (elderly, injured, certain diseases or conditions, etc) can struggle
  • surefooted walking obstacles you cannot step around - this gets into T2, you cannot avoid stepping on an uneven surface and while experienced hikers will not find it difficult it could be hazardous for certain groups.
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That’d fall more into fall risk / exposure than hiking_technique.

On a tangential note, there was some brief discussion on having things be a way or node. Vey short sections that bump up difficulty of movement should probably be tagged as stairs or obstacle=*.

On a very well used trail (part of a famous short backpacking loop, and used by fisherman, day hikers, and other backpackers many dozens of people a day in the summer) there’s more of those f$%#king stock steps. My partner’s feeling on them:

That section could be tagged as stairs and is a bit clearer as they cover the entire path.

Here’s a different section of the PCT with mellower stonework

Nearby there’s some simple T2 / hard T1 terrain for a brief period. There’s often rocks filled in areas that get a lot of water / would erode out (or are just rocky), but these tend to be fairly localized.

You also get naturally occurring obstacles that act similarly. These should probably just be marked as nodes vs part of the way.

It looks like I can’t update the original post anymore, so here’s updated values for the T1 - T2 range of hikes.

updated: 2023-10-26, downgrading use_of_hands to hands_for_balance. You can see the original one in the first post, I’m basically just dropping mantling to keep it more consistent. I’ve also tweaked requirements a little bit.

It looks like I can’t update the original post anymore, so here’s updated values for the T1 - T2 range of hikes.

Value 0: unverified walking

hiking_technique=unverified_walking

This value would exist for data ported over from the existing sac_scale T1, as the trail could be either casual walking or attentive walking and that would need to be done manually later.

Value 1: casual walking

hiking_technique=casual_walking

Falls under: Class 1 YDS, ~NFS Class 4-5, SAC T1 / Yellow, Austria Blue, CAI T, AWTGS Grades 1, PWS W1 & W2

Obstacles: The ground may not be entirely smooth and have some irregularities, but it has few obstacles and they tend to be smaller or have a large amount of space around them. It isn’t uncommon for these trails to use imported materials for their surfaces, but can also be on compacted or naturally even ground.

Slope: Flat to moderate.

Typical Requirements:

  • Be able to casually walk. Casual walking paths that wheelchair accessible should be tagged with wheelchair=yes. In generally people will mobility issues, need to use a walking aid, or are very old or young can safely traverse this terrain.
  • Almost all casual footwear will be adequate.
  • Little to no focus needed for traction, people can walk and talk and not pay much attention to the path surface.

Value 2: attentive walking

Falls under: Class 1 YDS, ~NFS Class 2-3, SAC T1 / Yellow, Austria Blue, CAI T, AWTGS Grades 2, PWS W1 & W2

hiking_technique=attentive_walking

The trail has some ankle to knee high obstacles like roots or rocks, but these can almost always be walked around and it’s possible to walk on an even or nearly even surface.

Typical Requirements:

  • Be able to walk in a coordinated manner and avoid obstacles. People that need to use aids when walking, or have some kind of issue that impacts their mobility can have problems in sections.
  • Sneakers or other casual footwear should be fine barring specific terrain like mud etc.
  • Focus occasionally needed for traction, people can walk and talk at times but will need to look at their feet.

Slope: Flat to moderate.

Value 3: surefooted hiking

hiking_technique=surefooted_hiking

Falls under: Class 1 YDS, NFS Class 1-3, SAC T2 / White-Red-White, Austria Red, CAI E, AWTGS Grade 3?, PWS T1-T2

Obstacles: The path has around ankle to knee high obstacles (roots, rocks, etc) that need to be stepped on / passed through to proceed forward. It’s common to have long stretches of trail that are on uneven surfaces.

Slope: Generally flat to moderate.

Typical Requirements:

  • Able to walk with balance, coordination, and sure-footedness.
  • Footwear is more consequential but lightweight but outdoorsy shoes like trail runners or approach shoes should be perfectly fine, flip flops and high heels will be awkward or unsafe. People with bad ankles or that lack experience may want traditional mid or high top boots.
  • Attention will need to paid to footing in places to avoid loss of traction or tripping.

Value 4: hiking while using hands for balance

hiking_technique=hands_for_balance

Falls under: Class 2 YDS, NFS Class 1-2, SAC T3 / White-Red-White, UAII 1, Austria Black, SWW White-red-white, CAI EE, AWTGS 3-4?, PWS T3-T4?, BMC Grade 0.5?

Obstacles: This ground that is uneven or steep enough that it’d be reasonable to expect people to occasionally use their hands or trekking poles for balance while hiking. If talus isn’t so large you need to climb over it, but it’s larger than in surefooted_hiking and you need to put a hand on a piece here or there to support yourself it falls into this category. Note that while this type of terrain is commonly talus, it can also be steep enough slopes of any surface.

Slope: Even flat terrain can have obstacles on it that require use of hands to surmount. Additionally once terrain gets close to or over 30° hands (or trekking poles) are generally used for support and balance as the slope itself becomes an obstacle. Nearly all highly developed trails are explicitly designed to avoid such steep angles, but there are exceptions.

Typical Requirements:

  • Along with being surefooted, you need a stronger sense of balance and coordination than on surefooted_hiking terrain.
  • Footwear with grippy soles meant for hiking is recommended (boots, approach shoes, etc).
  • The ability to think a few steps ahead and a little bit of confidence when focusing on the path are very helpful. :slight_smile:

Value 5: Scrambling

hiking_technique=scrambling

Falls under: Class 3-4 YDS, Bouldering VB, NFS Class 1, SAC T4-6, UAII 2, Austria “Alpine Route”, CAI EE, AWTGS 4-6?, PWS T3-R?, BMC Grade 1-3

Obstacles: High angle obstacles that need to be “climbed” for significant lengths of time finding handholds and footholds and pulling oneself up, but are simpler than technical climbing which use of a rope and harness are expected (see grading systems above). Feet are off the ground for more than a few moves, or there are repeated sections of short climbing. This is going to be a slim minority of paths in many regions.

Slope: Generally moderate to high angle.

Typical Requirements:

  • Physically fit, being able to pull up a decent portion your body weight with upper body strength.
  • Approach shoes, “high route shoes”, cross trainers, or boots are recommended. You’ll generally want either more traditional boots with “structure” or a lightweight shoe that conforms to the foot for better feel and independent use of foot muscles for control.
  • While not considered “technical climbing” significant risk can be involved. Previous climbing or mountaineering experience is highly recommended.

The classification you’ve come up with so far seems more useful across a wider range of paths and trails than sac_scale. I know you added “hiking” to the key to narrow the scope, but I actually think this scale looks applicable to any path regardless of whether it is considered hiking or not. casual_walking looks like it would accurately describe most sidewalks and paths in urban parks. Lots of paths exist in slightly wilder municipal parks that require attentive_walking, but people out for a quick dog walk on these trails probably wouldn’t say they are hiking. I think this is great because the hiking and mountain_hiking values of sac_scale have always felt quite wrong for these types of paths. Perhaps the key name should communicate that this is a classification of technique/difficulty for walking, traveling on foot, pedestrian mobility, etc (including but not limited to hiking). Some ideas:

  • walking_technique - not so good since the top end of the scale becomes scrambling, not walking
  • pedestrian_technique - doesn’t feel like the right wording for the higher classes
  • foot_technique - a bit more abstract, but matches other uses of foot in OSM tags

The _technique suffix seems a bit of a mouthful, though it is specific. _scale or _class as a suffix would be more general, but I think would work just as well. horse_scale and via_ferrata_scale appear to be already in use.

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Bravo, looks very good! I would support this if it could be used from scratch. However, we already have hiking classification schemes. How do you propose to move from them to this one without too much resurvey needed? Would it be suitable for automated editing?

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If you look at the “Falls Under” it maps to SAC pretty evenly aside from splitting T1 into casual and attentive walking. I added in unverified_walking for T1 to account for that - it could then be switched to whatever is more appropriate (casual or attentive). T2 and T3 should map cleanly and T4-T6 are collapsed into one value.

There is a larger issue of SAC not being well understood so there being some bad data in there (or values boosted for exposure). That bad data still exists whether it’s mapped to this or not. This system feels more intuitive so should have less of that going forward, and mapping it to regional systems helps clarify it to some extent for people familiar with existing international systems.

I would imagine that this would create less confusion in the future, and existing misuses of SAC would be more easily corrected.

That would make sense to me. I come from a mountaineer-lite perspective so thinking of how “technical” something is drew me to technique - mostly to avoid “difficulty” which can mean many different things.

foot_scale or something similar seems the best choice, there’s also a mtb_scale in use. pedestrian makes me think more of the walking end of the scale. It sounds a little weird, but everything else I’m thinking of is even weirder.

Technically scrambling isn’t really foot as it uses all four limbs, but scrambling is niche. I would envision people putting whatever technical scale is local alongside it - YDS, BMC, SAC, UAII, etc for more clarification for those that actually care while keeping the key simpler for 99.9% of everyone else. :slight_smile: If this eventually does get migrated we’d have existing T4-T6 there anyways for more detailed information.

Before attentive_walking existed (which got added due partially to @F_Weinmann’s very detailed post and noticing myself a gap when hiking this summer on trails) surefooted_hiking was just surefooted_walking, but I renamed it to break it away from the two walking levels under T1 in terms of being able to migrate this cleanly.

Some of the ideas around strollers and walking aids and how they impact obstacles are directly from the post mentioned above. :slight_smile:

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I need to doublecheck the mappings for casual_walking and attentive_walking actually - I just copied them off of the old walking and then split NFS trail classification ratings, but it’s been enough time I don’t remember the details of some of the other systems.

I haven’t had the time to go through all the current related topics and think it all through. But before I forget it, here is small nitpicky comment: The SAC scale uses the labels “typical terrain and possible difficulties” and “requirements”. There, the requirements are fairly broad, so “requirements” fits. The terrain in the SAC scale is more specific and, thus, they write “typical” and “possible”. Here, you mention, e.g., “Enough upper body strength to pull up your body”, which may be necessary some times, but not other times. So I would also label it as “typical requirements” or “range of typical requirements” or something similar.

Apart from this: Thanks for putting all the effort in pursuing this!

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That makes sense to me - the language here definitely isn’t final and I appreciate the constructive feedback. I actually like how T3 is along the lines of “someone would likely use their hands for balance” vs YDS 2 in which people can get a little dick measuring about not using their hands “it was Class 1 for me, might not be for you hur hur”.

I was able to walk up the light gray granite colored slab without using my hands by picking good lines, having vibram soles, and some experience. My partner who is shorter and a little less risk prone used her hands, as did most people in another party we saw going up.

It’s an interesting case for that difficulty, as the smoothness=* of it is less of an issue than being somewhat exposed and needing to micro-route find.

This a somewhat ambiguous example (as it would be in SAC or YDS), but I’d probably put it a step above surefooted_hiking, though that is what it was for me going up. Going down we stayed tighter in and I was definitely using my hands for balance on that route.

While the photos above are of a no visibility route that doesn’t belong in OSM, I’ve come across trailed places that are similar. Most that spring to mind have Via Ferrata which obviously shifts things (one spot in NZ was similar to this, but the cables didn’t seem useful outside of during rain).

Mantles in use_of_hands??

One thing that I would really want feedback for is including short mantles in use_of_hands. I feel they are closer to hands_for_balance which is what the value would be without them than proper scrambling, but probably not worth making an entirely new key around. I could see dropping that from the value, keeping it hands_for_balance then maybe just marking mantles as a hazard or feature as a node when they occur. In the southwest there’s a lot of trails that are mostly surefooted_hiking with stretches of hands_for_balance but then there’s an occasional mantle or two.

While this is more for “routes” than proper trails, steep loose terrain has always been perplexing for me in YDS. This does occur on some abandoned trails with horrible visibility that have slid out, and is similar to the tops of some trailed passes (the east side of Franklin pass in Mineral King iirc). There’s an established route/trail near Bariloche that had a nice boot ski on it.

On one hand, it’s more surefooted_hiking despite the lack of obstacles / being very smooth just due to the slope and the fact it’s a bit beyond what someone will normally do on trail. Heel plunges, sidesteps, avoiding rock under/around sand, zig zagging to reduce erosion impacts / not be below something collapsing etc.

On the other, poles are VERY helpful going down this, especially with a full pack, and poles are essentially an arm extension. I personally lean towards this type of terrain into YDS 2 (which would be T3 / use_of_hands / hands_for_balance).

These are two very “smooth” examples.

These two are less smooth.

Having an example photo of this along with the more typical “some talus to hop” would be useful I think (along with a steeper slab route, outlined in the post above, which is pretty smooth but IMO definitely above T1 / attentive_walking). These use cases are why I mention slope itself as a potential obstacle in use_of_hands.

Of course any scale is subjective, but hiker ‘skill’ or climbing ‘skill’ comes to mind as as a possible tag. Does not seem to be a word pegged for anything yet according TagInfo but for once in a description of navigation_skill.

Skill is similar to technique while being more colloquial, but it seems a better fit for higher levels than lower ones. I suppose casual_walking isn’t much of a technique, but it seems less like a “skill” (though it something people have to learn how to do).

I think to be precise, it’d be mode_of_travel or mode_of_transit but that’s even more of a mouthful. It describes the manner in which terrain is traversed.

Having spent lots of time thinking about this: Any scale that includes both walking and scrambling is about to get horrendously complicated. Keep it simple, three points scales rule!

Walking_skill: none, surefooted, hands-for balance.

This is for hiking/rambling. Casual, attentive, hands-on. Blue, Red, Black rendering on guideposts in Austria pretty much follows that.

Then have a different scale: Scrambling_skill: the BMC has a three-points classification, it is a bit eager. Overlaps with SAC scale but goes far beyond.

spirit_skill: father, son, holy_ghost

This maps well with existing SAC values (for what’s that worth, SAC fails outside of Swiss mountains IMO). There’s a reason everything above T4 / YDS 3 / etc is just collapsed into scrambling - I don’t think at that technique level it makes sense to try have a global scrambling scale. Is it harder than use_of_hands / hands_for_balance - toss it in scrambling and be done. I

Casual walking is casual walking, wherever it is. Same with attentive, surefooted, and use_of_hands / hands_for_balance (however that gets finalized). Those are all pretty easily understood concepts. I originally didn’t have an attentive between casual and surefooted, but I think it makes a lot of sense and describes a lot of trails. At least in my local area the majority of trails have obstacles in them for “wilderness feeling” (or budget constraints) but they’re trivial and one can usually walk around them. They do pose an issue for some, average, real, recreational hikers and not “wilderness lovers” however.

There is a very big gap between “clear of all obstacles” and “you are walking on obstacles” that needs to be addressed IMO.

Scrambling gets into sem-technical to technical terrain, and honestly it makes more sense to switch to local systems. Someone in Switzerland is familiar with SAC, someone in the UK BMC, someone in the US YDS. At this point there’s more risk involved and having a scale that you know and is used locally makes sense. This is also some fraction of a percentage of people out in wilderness and chances are they’ve already done some homework on the route anyways.

I have a clear idea of the difference between YDS 3 and 4. I have a less clear understanding of T4, T5, and T6. Someone in the UK knows what to expect from a BMC 2.

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Holy trinity :slight_smile: The point I wanted to bring across - Confine the scale and you get by with less grades.

One of the voters in the failed hw=scramble propose struck my heart: Use of hands is an important notion. What is left do decide: For advance / for balance are delicate to gauge objectively - A clear distinction rambling/scrambling looked out for!

PS: Back then, I leaned on the BMC - hands for balance already enough for scramble=grade1.

Hmm. I think putting YDS 2 or T3 as scrambling is setting the bar too low. Such terrain can get into that territory, but most of the time it’s far simpler. I think the T3 sample photo on the wiki has far more in common with T2 than T4.

This was a section of trail in Banff that was T3 and I think could be considered borderline scrambling. It looked sort of T4 from afar but ended up being more of an uneven staircase.

In terms of an average person using the scale presented here I think it works well:

  • casual_walking can be the only option for someone that uses a cane or some walking aid, has bad balance, wants to use a stroller, etc wants
  • attentive_walking is something that 99% of people are probably still comfortable on, but they might have to adjust expectations a bit or wear vaguely reasonable footwear (and it won’t work for certain people or if they do want to push a stroller or whatever).
  • surefooted_hiking is where normal people can get uncomfortable (judging by all trails comments, people I’ve seen on trail, etc). the very elderly etc may have an unpleasant time or feel unsafe on it. here is where footwear starts becoming more important.
  • use_of_hands is getting into terrain where someone should probably have some experience hiking and be more fit and prepared
  • scrambling is basically “here be dragons” to the average person, then we can switch to specialist scales

There’s essentially two T1s to focus more on “everyday” situations, T2, T3, then the scale stops being interested in details and puts everything in a bucket of scrambling. We can drop scrambling and make it four grades, but then we need a seperate global scrambling scale (or just a one off tag someone uses and then puts in a local scale) - I’m not sure that’s a good idea.

If we cut attentive_walking then do we push that terrain into casual_walking? That could be harmful for people that need that distinction for whatever mobility issues they have. I suppose it could be some mix of smoothness=* and perhaps an obstacle_density=* tag but that makes it less user friendly.

We could push it into surefooted_hiking, but that dilutes the meaning of that level. Sure there are obstacles, but can you walk around them or do you have to walk on them? The latter is where you really start having people become uncomfortable.

I hope one day we can get by without so many references to SAC scale. The scene in the photo above looks T4 to me, Ouch! It also looks to me BMC scrambling grade 1, in the lower end, scrambling 0.5 as they call it here → Scrambling skills: the grades explained ← Scrambling sits on the border between walking and climbing. Little Use of hands for balance I have no problem with calling that walking/rambling/hiking.

As to the classes you suggest: I agree, the first three all are warranted to cater for prospective uses: casual/strolling, attentive, surefooted – These seem to me chosen in a way, so that grading should not lead to much controversy!

I’d advise against a grade that matches anything above what the scale is about :wink: Maybe that helps find a less contrived name? As for the hands-on grade, that comes ambivalent - this will lead to debate – This summer I went a path hands-free that was graded T4. I made some of it, my moves may have looked comical at times, but I wasn’t progressing quick enough to keep projected pace for the last bus, so I had to use hands in the end.

I see chances for this going forward. The starting three terms seem much more intuitive to apply e.g. to the scene at River Plym than the SAC one. I know plenty of use cases, all in the T1-2 range.

PS: I got told an anecdote, why our mountain paths sometimes meander so much: It was a time when Britons came here and paid locals to guide them up there. Yet, being noble Gentlemen they could not use hands – perhaps too animal like? So some locals spent time to find passages that made the summit a walk-up. The reporter of mine is historian at the local alpine club, so there should be substance to the story.

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