Professional Documents
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https://doi.org/10.1007/s10745-022-00346-0
Abstract
Alto Beni, a valley of the Andean foothills of Bolivia, is inhabited by farmers who migrated from highlands less than 70
years ago. There is a need for land evaluation and land use planning in this region. The land evaluation must consider
the farmer’s knowledge of soil and other components. We aimed to assess how the local knowledge about soils agreed
with results obtained by laboratory analysis. Moreover, farmers’ soil preferences were compared to the soil components
of land suitability indexes obtained by following a framework proposed by the Food and Agriculture Organization. The
farmers classified their soils into five classes. Only the soils classified as clayey and sandy were clearly in agreement with
the values obtained for texture in the laboratory. However, farmers’ preferences for certain soils coincided with soils with
the best suitability indexes. This compatibility between local knowledge and calculated suitability indexes could facilitate
the use of both sources of information for decision-making on soil use.
Keywords Andean foothills · Local soil classification · Suitability index · Ethnopedology · Bolivia
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the Andes highlands, mainly from the Aymara ethnic group to results obtained by physicochemical analysis of soil sam-
(von Stosch, 2014). The same author indicates that there has ples. Additionally, farmers’ soil preferences were compared
not been much interaction between Aymara and Moseten to the soil components of land suitability indexes obtained
people. Therefore, the Alto Beni region is inhabited mainly by following Sys et al., (1991). We did not intend to compare
by farmers with traditional agricultural knowledge of high- the local classification system to taxonomies such as those
lands; there is little knowledge exchange with indigenous proposed by USDA or WRB because former studies have
populations and insufficient technical assistance. Thus, shown no direct relationship between indigenous classifi-
there is a need for better planning of agricultural activities to cation and the most usual “western” taxonomies (Estrada-
prevent possible negative impacts such as soil erosion and Medina et al., 2013; Matuk et al., 2017). Our approach was
soil degradation. more practical, relating local classification and preferences
Land evaluation is an initial step for planning land use with suitability indexes associated with agriculture.
(Rossiter, 1996). In 1976, the FAO published “A framework
for land evaluation” (FAO 1976) which has been used in
numerous studies all over the world, including automated Study area
applications (Elsheikh et al., 2013). In the framework pro-
posed by FAO, land characteristics (including soil prop- The study was carried out in the “Unión Ipiri” community,
erties, climate, and some physiographic elements) are located within the municipality of Palos Blancos, La Paz
measured and compared to land-use expectations to deter- Department, Bolivia (15° 46 ̍00.01 ̎ S − 66°52 ̍59.88 ̎ W),
mine how suitable the land is for a specific use. Suitability which belongs to the “Alto Beni” Valley. The altitude in
can then be defined on a continuous scale (i.e., 0–100) or “Unión Ipiri” ranges from about 800 to 1800 m.a.s.l. Elbers
by classification into discrete classes. For the continuous (1995) described this region as situated on the eastern edge
scales, parametric methods can be used in which land suit- of the Bolivian Andes and containing parallel mountain
ability indices are calculated from standardized values of ranges (up to 2500 m.a.s.l) and broad valleys. The anticlines
land characteristics. Guidelines for using parametric meth- are generally narrow and formed by Cretaceous sediments,
ods in the FAO framework are further explained in Sys et while Paleozoic sediments reach the surface in the axes. The
al., (1991). synclines are wide and built by tertiary sediments. These
Land-use planning must involve local people and con- sediments contain mostly sandstones, shales, and tertiary
sider that farmers have their knowledge of soil and other conglomerates on which soils have formed. No studies
elements, which has been obtained through traditions and about soil classification in our specific study area are avail-
experience (Winklerprins, 1999). The local knowledge of able. The soil Atlas for Latin America and Caribe (Gardi
soil is studied by a relatively new discipline called eth- et al. 2015) considers that the most representative soils of
nopedology whose scope includes the symbolic (Kosmos), the area are chromic Luvisols. According to the soil world
cognitive (Corpus), and management (Praxis) dimensions reference base (WRB, 2006), most soils correspond to alfi-
(Barrera Bassols et al. 2006, Barrera-Bassols 2016). sols in USDA taxonomy. Studies carried out by CUMAT &
Among the studies that have focused on the Corpus COTESU (1987), in which 12 soil profiles were analyzed
dimension, several have addressed the subject of indigenous in hills, report Inceptisols and Alfisols (which correspond
soil taxonomies and the validation of local knowledge for to Cambisols, Lixisols, and Luvisols in WRB) as the most
participatory land evaluation and land use planning (Bar- representative soils in hills. A more detailed study in the
rera-Bassols et al., 2003). Knowledge of local soil classifica- Sapecho region (Elbers, 1995) considers chromic Cambi-
tion would help develop a familiar language that scientists, sols dominant in the Alto Beni region, with Lixisols and
land planners, and farmers could use (Rushemuka et al., Acrisols as associated soils. However, the same author indi-
2014; Yageta et al., 2019). Moreover, various authors have cates that more studies are needed in other regions. Regard-
reported a good correlation between local knowledge of soil ing climate, the Alto Beni area lies within the biogeographic
productivity and laboratory results (Mairura et al., 2007; province of southwestern Amazonia, characterized by high
Bautista & Zinck, 2010; Nezomba et al., 2017), showing annual precipitation (2,000–3,000 mm) with diverse veg-
the value of this knowledge for participatory land appraisal. etation and a mean annual temperature of around 24 °C
We did not find studies about the local knowledge of soils (Navarro and Maldonado 2002). The rainy season goes
among populations with a long agricultural tradition, which from December to February or March, and the dry season is
have migrated relatively recently (less than 70 years ago) to between July and August.
ecosystems quite different from their original ones. There- “Unión Ipiri” was founded in 2009 and was inhabited by
fore, we aimed to assess how the knowledge about soils of 78 families at the time of the study (2013). Most inhabit-
the Alto Beni colonization region inhabitants can be related ants were born in the Alto Beni region, but their parents or
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Local soil classification Soils were sampled from 78 parcels. The samples were
taken from areas identified as having different local soil
To determine the local classification of soils and preferred classes for each parcel. The maximum distance of the sam-
soils for “Union Ipiri” farmers, we used some of the meth- pled areas to the road was around 400 m. The samples were
ods described by Chambers (1992), namely group activi- taken from altitudes between 840 and 1400 m.a.s.l. At the
ties, participatory mapping, and work with key informants. sampling time, these areas had not yet been used (untouched
A workshop was organized on May 9th, 2013, in the local- forest) but had the potential for future agriculture. All rele-
ity of Covendo, a small town close to Unión Ipiri (where vant information on the sampled sites was recorded follow-
there was no town yet). We recruited attendees, requesting ing Jahn et al., (2006). Six to ten subsamples were collected
the participation of at least one member per family, follow- with a steel auger on a lineal or zig-zag grid and then pooled.
ing local procedures approved by the community’s authori- Before physicochemical analysis, the pooled samples were
ties. Twenty-five men and fifteen women from “Union Ipiri” air-dried and sieved (2 mm mesh). The depth of sampling
attended the workshop, and two authorities of the Moseten was 30 cm, except for very shallow soils. For each sampled
community as observers. All participants were older than area, the coordinates of subsamples 1 and 5, the slope (by
18 years of age, and their main activity was agriculture. clinometer), the percentage of superficial stones (by direct
No specific information about the age of the participants visual observation), and total soil depth (using the auger)
was gathered. The objectives and methods of the present were registered. Undisturbed soil was sampled with cylin-
research work were communicated to the attendants of the ders in order to determine apparent density. At least ten plots
workshop. They agreed and authorized the project.
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were sampled for each local soil type, except for soils classi- comparisons of mean ranks were carried out with Dunn’s
fied as “secarrón”, which appeared only in three areas. test. We employed exploratory Principal Component Analy-
sis (PCA) to determine if the set of the measured soil char-
Laboratory analysis acteristics helped separate the soil samples into discrete
groups and if these groups coincided with the local clas-
The laboratory analyses were carried out following stan- sification of soils. For the PCA analysis, the local soil class
dardized procedures at the Instituto de Biología Molecular y “pedregoso” (stony) and the soil characteristic “percentage
Biotecnología (Universidad Mayor de San Andrés, La Paz, of rough fragments” were excluded since their relationship
Bolivia), except for exchangeable calcium, magnesium, and is evident. Both farmers and researchers evaluated this char-
potassium determined at the Laboratorio de Calidad Ambi- acteristic by visual evaluation. All the analyses were per-
ental (Universidad Mayor de San Andrés, La Paz, Bolivia). formed with Rstudio.
Soil particle size distribution (pipette method for silt and
clay), bulk density, and soil pH (soil: water proportion
1:2.5) were determined following the methods described by Results
Dewis & Freitas (1984). Extractable nitrate was determined
by reaction with chromotropic acid (Clarke & Jennings, Local soil classes
1965). Organic carbon was determined by the Walkey Black
method (Nelson & Sommers, 1982). Exchangeable calcium, After some discussion, attendants at the workshop agreed
magnesium, and potassium were determined by extrac- on the existence of five soil classes in the region: “arenoso”
tion with ammonium and atomic absorption spectrometry (sandy), “gredoso” (clayey), “negro” (black), “pedregoso”
(Cochrane & Barber, 1993). (stony), and “secarrón” (dry). They also showed where
these soil classes could be found on drafted maps. During
Soil suitability index calculation the fieldwork, all key informants mainly used visual cues
(color, presence of stones, type of vegetation). In contrast,
The values obtained for the tested physicochemical parame- two of them additionally used touch to determine the tex-
ters (soil characteristics) of each soil sample were compared ture and humidity of the soil. For all key informants, either
to crop requirements for cassava (Manihot esculenta), and “negro” or “arenoso” soils were considered more suitable
a rating (0–100) was given for each characteristic by using for agriculture, while “gredoso” was considered second or
the tables listed by Sys et al., (1991). Cassava was chosen third best. The soils that were considered less suitable for
because it is one of the most common crops in the region, agriculture were the “pedregoso” soils, and all informants
and the complete data on cassava demands were reported by (and also workshop attendants) agreed that “secarrón”
Sys et al., (1993). Two suitability indexes were calculated soils were the worst. Besides evaluating soil characteristics,
for each sample. For suitability index 1, all the measured farmers used additional criteria for assessing whether the
parameters were considered. For suitability index 2, slope soil was adequate for agriculture. These additional criteria
and soil depth were excluded. Both suitability indexes were include the existence of dense native vegetation with large
calculated following Sys et al., (1991), with the following trees in the area, water availability, slope, and exposition
formula: to sunlight (sunny areas are preferred). Table 1 summarizes
the information provided by the attendants of the workshop
and the key informants about the characteristics of each soil
B C D class. It is essential to notice that the vegetation named by
SI = A × × × · · ·.. the inhabitants for the “arenoso” soils is mostly secondary
100 100 100
and has not been cross-checked in the field; the workshop
attendees have probably listed the plant species based on
where SI is the suitability index, A is the rating of the most their previous experience in other areas.
limiting soil characteristic, and B, C, D… are the ratings of
the other soil characteristics. Relationship between soil characteristics and local soil
classification
Data analysis
Characteristics of soils sampled from the different local clas-
Using Kruskal Wallis tests, soil parameters and suitability sification classes are listed in Table 2. Most sampled parcels
indexes were compared among local soil classes. When had high slopes (56% of the parcels had slopes over 30%,
significant differences among soil classes were observed, and 40% had slopes comprised between 15 and 30%). Nine
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Human Ecology (2022) 50:1063–1073 1067
out of ten soils with local classification “pedregoso” had had very shallow soils (depth under 25 cm), three of these
slopes over 30%. At the same time, this happened only for were from the “pedregoso” category. The soils classified
one soil in the “arenoso” category, and Dunn’s test indicates as “gredoso” had neatly higher clay than the other groups.
that these two soils have significantly different slopes. The They also contained significantly more exchangeable potas-
soils in the study area were shallow, only seven parcels had sium and magnesium than “arenoso” soils. The percent-
depths over 50 cm, and the maximum observed depth was age of organic carbon in the soil samples showed a wide
81 cm. Four soils with depths over 50 cm were observed spread of values. Some of the highest values were observed
in the “arenoso” category. The two soils with the highest for soils classified as “negro”, but some low values were
depths were also observed in this category. Four parcels also reported in this group, while some high values were
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Fig. 2 Box-plots (mean/standard error/standard deviation) for suitabil- Fig. 3 Box-plots (mean/standard error/standard deviation) for suitabil-
ity index 1 assigned to the different local classes ity index 2 assigned to the different local classes
obtained for samples from “pedregoso” soils. The “negro” from the others. The soil suitability index 2, which does
soils had apparent densities that were significantly lower not consider the slope and soil depth (Fig. 3), also showed
than for “arenoso” and “gredoso” soils and had significantly significant differences among local soil classes (H = 19.408
higher nitrate contents than “gredoso” soils. p = 0.007). In this case, the average values were higher for
Significant differences among soil classes were observed “gredoso” soils. “Pedregoso” soils showed values signifi-
for suitability index 1, including slope and soil depth cantly lower than the other soil classes for suitability index
(Fig. 2) (H = 17.382, p = 0,016). The mean value was higher 2.
for “arenoso” soils while soils classified as “pedregoso” The PCA analysis for all variables, except the percentage
showed the lowest suitability index, significantly different of rough fragments, with local classification as a grouping
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for apparent soil density in our samples were relatively low, iron and manganese in soil leaves gray particles behind
which means that soil compaction is not currently a prob- (Owens & Rutledge, 2005), resulting in a darker aspect of
lem, probably because our study area is new for agriculture. soils even if they do not have high organic matter content.
Soils classified as “negro” showed the lowest values for However, soils classified as “negro” presented higher con-
apparent density. This agrees with Heuscher et al., (2005), tents of nitrates, which generally come from the mineraliza-
who indicate that bulk density is strongly negatively cor- tion of organic matter.
related with the organic matter content of the soil. Future The local soil categories listed by Union Ipiri inhabitants
intensification of agriculture might increase soil compaction are not mutually excluding. For example, soils classified as
partly because the loss of canopy cover causes a rise in soil “pedregoso”, “negro” or “secarrón” might have any type
temperatures (Hashimoto and Suzuki 2004), which accel- of texture. Similarly, soils classed as “pedregoso” can have
erates organic matter decomposition and then destroys the highly variable contents of organic matter. WinklerPrins &
porous structure of the soil. Barrera-Bassols (2004) also pointed out that categoriza-
Most of our soil samples had textures that are classified tion is nonexclusive and that pragmatic considerations are
as sandy loam, loamy clay, or loamy clay sand, with clay considered. This means that there must be some hierarchy
contents < 60% in all cases. Therefore, the texture of the for the classifying criteria. Criteria related to obvious limi-
soils in the study area should not strongly limit the growth tations to agriculture, such as stoniness and dryness, must
of some typical crops of the region (Sys et al., 1993). The come first, regardless of other characteristics that are sub-
organic matter contents for most samples were between 1 tler in identification. From the data that we have, it seems
and 2%, which, compared to crop requirements listed by that texture is a criterion that predominates over color since
Sys et al., (1993), are not severely restrictive for most crops. soils classed as “gredoso” clearly separate in clay con-
As to the sum of basic exchangeable cations, there was tent from the others and may present several colors, while
variation between samples, but in most cases, there were no “negro” and “arenoso” soils have about the same textural
severe restrictions to crop cultivation due to this factor. In classes and could be subcategories in the “arenoso” class.
brief, local soils were not nutrient-limited, and restrictions There was some discrepancy in the key informants about
to agricultural practices responded mainly to steep slopes if “arenoso” or “negro” categories were the best for agri-
and some texture difficulties. culture. The predominance of texture over color could be
Besides the apparent relationship between the percent- because the texture has immediate effects on tillage proce-
age of rough fragments and the “pedregoso” category in dures. At the same time, organic matter content affects the
our study, the most evident relationship between local soil development of crops and is not immediately observed. A
classes and laboratory-obtained data was for clay percent- long-term study, like the one reported by Bautista & Zinck
age. Soils classified as “gredoso” had much more clay than (2010) for the Maya, is needed to clarify the hierarchy of the
the others. Sandor & Furbee (1996) found that texture was different criteria.
a primary criterion for local soil classification in the South- Either in first or second place in local people’s prefer-
ern Andes of Peru and that native soil classes represented ence, the “arenoso” soils were considered by all informants
distinct textures that corresponded well to USDA textural as soils that are adequate for agriculture. This preference
classes. The significant differences found in the exchange- coincides quite nicely with suitability index 1 but not so
able potassium and magnesium values among the local soil with suitability index 2. The suitability index 1 considers
classes may be explained by the correlation between clay not only physico-chemical characteristics that are deter-
contents and exchangeable cations. The finding that the dif- mined in a laboratory but also the slope and depth of soils.
ference between sand content in soils classed as “arenoso” This would imply that farmers choose soils depending on
and sand content in “negro”, “pedregoso” and “secarrón” their workability and not nutritional value. The “arenoso”
soils was not significant may be attributed to the fact that soils have lower slope values and are generally situated near
these last three categories are characterized by criteria such streams, where higher fertility is expected because of their
as color, stoniness, and low humidity retention, so they alluvial origin, which can also influence farmers’ decisions.
might have any range of textures. The local classification of “secarrón” soils as the worst for
Surprisingly, no clear difference was obtained between agriculture coincides with their physicochemical character-
soils classified as “negro” (black) and other soil types of istics and their ranking with both suitability indexes. Finally,
organic matter contents. It is possible that there can be some “pedregoso” soils are avoided by farmers because, despite
confusing factors for soil colors, such as different shades having variable fertilities, they are tough to cultivate. Yageta
of dark placed in the same group, a comparison with the et al., (2019) reported consistency between Kenyan farmers’
Munsell table could establish how different the soil colors of classification of soils as “best” or “worst” and results from
samples classified as “negro”. On the other hand, reducing physico-chemical analysis. Moreover, the authors indicated
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that spatial location was also an essential criterion for the and texture over the color as classifying criteria. The com-
farmers. patibility between the soil classes preferred by farmers and
The compatibility between the soil classes preferred by a parametric suitability index based on physico-chemical
farmers and the suitability index 1 could indicate adaptation analysis and field measurements of slope and depth, and the
to a new environment. It is interesting to note that besides use of native vegetation as additional criteria for classifica-
using criteria based on soil characteristics for classification, tion, seems to imply the acquisition of new knowledge in a
farmers also use criteria based on the type and diversity of few generations. The observed compatibility between local
vegetation, which has also been reported for Maya (Bau- knowledge and the calculated suitability index can facilitate
tista & Zinck, 2010) and Tsimane (Piland, 2000). This might the use of both sources of information for decision-making
show the acquisition of new knowledge for people at Unión on soil use.
Ipiri in a few generations. The dynamic nature of local
soil knowledge is emphasized by WinklerPrins & Barrera- Author’s Contribution All authors contributed to the study’s concep-
tion and design. Jorge Zapata-Muñoz and Luis F. Pacheco performed
Bassols (2004) and Barrera-Bassols et al., (2006), as local fieldwork with local inhabitants, soil sample collection and analysis.
people can adjust to new circumstances or to a new environ- The first draft of the manuscript was written by Jorge Zapata-Muñoz
ment based on experiences or earlier generations. Further and Isabel Morales-Belpaire. All authors have revised, edited, and
research should be carried out on the origin of local knowl- commented on previous versions of the manuscript. All authors have
read and approved the final manuscript.
edge about soil, the persons in charge of this knowledge and
how it is transmitted, how the farmers adapted it to the new Funding This work was supported by the MacArthur Foundation grant
context, and how they see this adaptation. Moreover, it is 74031-0 to Instituto de Ecología (Universidad Mayor de San Andrés).
necessary to study how the farmers see the possibility of
using this local knowledge, complemented with instruments Declarations The datasets generated during and analyzed during the
such as suitability indexes, for community decision-making. current study are available from the corresponding author on request.
The partial agreement between local knowledge and
Conflict of interest The authors declare no conflict of interest with the
suitability indexes based on laboratory analysis and field manuscript’s contents.
measurements implies that local people are self-sufficient
to avoid low fertility soils and choose those areas with the Informed consent The objectives and methods of the present research
highest probabilities of rendering better crop yields. This work were communicated to the inhabitants of Union Ipiri in a work-
shop that was carried out on May 9th 2013. They agreed and autho-
is in line with what is currently recognized as a means to rized the project.
make faster advancements in the management of natural
resources, under the idea that local and scientific knowl-
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