Build capacity a half mile segment at a time
Focus on finding the right trail segment, not necessarily a whole trailWe believe it is more useful to conceive of longer trails as consisting of a series of half mile segments (beginning from a parking area), especially for beginning hikers. Hikes might therefore consist of one or more segments within a longer trail. By breaking trails into segments, we also acknowledge that important variables like the slope (discussed below) can vary significantly from one section to another, which impacts the effort required.
Breaking trails into half mile segments also gives hiking planners more flexibility in selecting trails, and creating a hiking experience that matches a hiker’s current level. The length of a hike is a strong and clear predictor of the effort required. Length is a variable that is reliably calculated on apps like Alltrails, and so we can feel confident that a 1 mile hike will required twice the effort of a half mile hike, if all other things are equal.
Calculate the Effort required
Each half-mile section of paved flat trail counts for one point for effortBreaking trails into half mile segments also gives us the basis for an easy metric to calculate an overall effort score: We count each half mile section of paved or hardened (see below) flat trail as one point.
One challenge of this scenario is that hikers and hiking partners might not know how much distance they have covered, unless a new segment happens to coincide with abrupt change in the slope. We therefore envision how data gathered by hikers in a second phase might help to break trails into these kind segments. For example, we might use a resting area or a features (like a bridge or stream) as a natural waypoint. We can also imagine that some trail designers might be open to using simple markers to signal the total mileage covered. In the interim, we can select trails that are do not have significant changes in slope, and that are the right length in their entirety.
Steps for the Beginner Hiker
1. Increasing the baseline effort
Consider the length of flat, hardened trail completed in the previous step as your baseline.We calculate initial effort from the baseline described earlier: was our hiker able to comfortably complete a half mile (one point)? A mile (two points)? A mile and a half (two points)? Plan to increase the expected effort from an established baseline one point at a time. For hikers who struggle to reach a half-mile, you might consider consider aiming to increase length 1/4 mile at a time until you get up to completing one mile in less than 60 minutes.
When have you set a new baseline effort?
When have reached a new milestone, replicate that hike at least 3-5 times over 2 trails, before you consider that your new baseline effortSo you successfully increased your hike from a half mile to a mile... does that mean you can move quickly to one and one-half miles? No!! It is always possible that your hiker had alot of energy that particular day, or was in a great mood that particular day. Or maybe there is something about that particular trail that they really like and that is not otherwise captured in the variables outlined below. So to be sure that you have established a new baseline to build from, you have to repeat that experience at least 3 to 5 times in succession, over at least two different trails.
2. Increase the running slope
As described earlier, the slope of a trail - and especially the running slope - contributes reliably to the effort required to complete a hike. Consistent with most other rating systems, we also recommend that running slope be considered as an average across an entire segment.
Average Running Slope
To estimate the increase in effort across an entire segment, we adapt a formula often used by typical hikers, who plan on 30 minutes per mile of trail, and add 30 minutes for each 1000 foot increase in elevation. Stated differently, a thousand foot elevation gain over one mile (i.e., a 1:5 slope) typically doubles the time required for a mile of hiking.
Given that our hikers may struggle to communicate their difficulty, we more than double this estimate. For example, we would consider an average slope between 1:12 and 1:8 to double the effort, while a segment with an average slope greater than 1:6 would quadruple the effort (see figure below). These can significantly increase he overall effort score for a longer trail. Whereas a one mile section of flat trail would require an effort of 2, a one mile section of trail with a slope of 1:5 (i.e., that also rises 1000 feet) would require an effort of 8.
Maximum Running Slope for a Section
Consistent with FSTAG, we also recommend considering the maximum running slope across a significant subsection of a segment in estimating the effort required to complete a segment. For this system, we calculate 100 foot subsections, and consider 3 of these to constitute a significant subsection for the purposes of calculating the maximum running slope within a section. For a half-mile segment to only count as 1 for example, the overall slope must remain less than 1:20, AND there can be no more than 3 100' sections with a slope greater than 1:10.
Finally, we recognize that some sections many not fall cleanly within these categories, and so we allow for the possibility of a half point. Consider 2 different half-mile segments with an overall slope of less than 1:20: one with 2 100' sections with a slope greater than 1:10 would be rated as 1, while one with 3 100' sections with a slope greater than 1:10 would be rated as a 1.5.
Effort Adjustment for each change in running slope, calculated for each 1/2 mile segment
Easy - More - Most - Extremely Difficult Difficult Difficult x1 x1.5 x2 x2.5 x3 x3.5 x4 <1:20 1:12 - 1:20 1:12 - 1:8 >1:8 <1:10 <1:5 <1:3.3 >1:3.3 AverageMaximum over 300'
Adjust the estimated effort by the running slope factor for each half-mile section of hikeAn advantage of this system is that GPX data available for sites like Alltrails (or collected easily from hikers), can quickly be used to identify half-mile segments that require a significant increase in effort because of the average and/or maximum slope. Hikers might consider establishing a baseline on an easy paved hike of at least a mile in length before moving on to a trail segment with an increased slope. For example, a hiker who has can comfortably complete a easy easy segment a mile in length may next move on to a more difficult (i.e., 1:12 slope) hike a half mile in length,.
3. Try hiking on a trail with an even natural surface
Begin with hikes on trails with a hardened surface.Like other rating systems, we distinguish here between a hardened surface (e.g., asphalt or stone dust) and a natural surface (dirt). A hardened surface means that hikers will not have to contend with muddy patches than they find difficult (or sometimes aversive). Many (but not all) trails include information about the trail surface in the description or, if not, in reviews provided by other hikers. Beginning hikers should start out on trails with a hardened surface.
Starting out on trails with a hardened surface has other advantages, because most of these trails are designed to meet other criteria that become more important to more adventurous hikers. For example, they are usually constructed to have a tread width of at least 3 feet, and a clearing width that is even great, allowing a hiker to walk side by side with a partner. Unless they have been poorly maintained, hardened trails generally ensure a stable, even surface with no obstacles, which decreases the effort significantly for a beginning hiker. Hardened trails also typically eliminate any significant cross-slope.
In contrast, the state of natural trails is much less predictable, and the information typically available in the descriptions of trails or the reviews of other hikers may shed little light on this. Natural trails might be narrow, muddy, or present with roots, rocks, or other obstacles that a beginning hiker might find difficult. Natural trails that are poorly designed or maintained may suffer more damage through rain, or excessive use by horses or bikers. This becomes more likely with increases in the slope, and for trails that wind through a densely forested area. Of course, when a descriptions or a review indicates that a forested trail is smooth, clear, and well-maintained, interested hikers should not hesitate to try it out, as long as the length and slope indicate an effort score less than of equal to trails they have comfortably completed already
Consider a easy, natural trail through a meadow or mowed area once you have mastered a trail of equivalent length with a greater slope.An exception is an easy or moderately difficult, regularly mowed trail running predominately through a meadow. While the surface might still be uneven, there will probably be few if any roots, large rocks, or other significant obstacles. Mowing generally leaves just enough room for hikers to walk side by side. While horses and bikers can still create deep ruts, there are often ways to step around these.
Consider adding a half point of effort for each 1/2 mile of trail on an uneven surfaceA hike through a meadow can be wonderful, and hikers eager for this experience should certainly consider a meadow hike once they have a baseline of 1 to 1.5 miles on segments with at least a more difficult slope. To control for the possible increase in effort required, consider adding a point to the effort required for each half-mile section of meadow trail with an uneven surface. For example, a hiker with a baseline of one mile on a more difficult slop (effort of 4) would consider a one mile meadow trail with an easy slope to be equivalent in effort.
4. Experiment with hiking in less than ideal weather
One factor that affects how much effort we can put into a hike and how much ground we can expect to cover has nothing to do with trail itself: the weather. Of course, we can always adjust to a hot or rainy day by seeking a forested hike, or by seeking a sunny hike when it is cold. But sometimes, that is simply not enough. Margot's overall endurance and mood is definitely impacted when she is not is comfortable, so we just adjust our expectations.
- What is bad weather? This would include days that are especially hot (e.g., above 80), humid, cold (e.g., below 45) or rainy.
- Experiment with different apparel. When do they need a hat or gloves? When they need to shed a layer or two? Maybe they need help keeping a hat, sunglasses, or gloves on, but don't give up! It took two years of skiing and biking in the cold before Margot realized that these help keep her comfortable. Now she barely notices when she is hiking on a 40 degree rainy day (like the cold March day we hiked the Trolley Trail, to the right).
- Add a point to the overall effort required for a short hike on a day that is especially hot, humid, cold, or rainy.When we are setting expectations about the effort we can dedicate, we should adjust the effort required on bad weather days by adding a point, and choosing a relatively easier hike. Consider the example of a hiker who has reached a new baseline effort of 4, because they can comfortably walk a hardened 1 mile trail with a more difficult slope. On a bad weather day, they should aim instead to complete a hardened one mile trail with an easy slope.
Learning to hike in poor weather is REALLY important! It helps take hiking from a spring and fall activity to a summer - and,yes, even winter - activity
A sample program
Here is an example of how a hiker with a baseline of 1 (i.e., who can comfortably complete an easy, hardened trail segment a half-mile long) might progress through increasingly effortful hikes until they are ready for the next phase: more adventurous hikes that rate 6 or higher. Unless otherwise indicated, the hike is presumed to occur on a hardened trail
1 Easy 0.5 mile segment
2 Easy 1 mile segment
3 Easy 1.5 mile segment
Easy to more difficult 0.5 mile segment combined with an easy 0.5 mile segment
4 Easy 2 mile segment
Easy to more difficult 1 mile segment
Easy 1 mile natural trail through a meadow
Easy 1.5 mile segment when the weather is not great
5 Easy 2.5 mile segment
Easy to more difficult 1 mile combined with an easy 0.5 mile segment
And on and on and on!!!