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Revista mexicana de ciencias agrícolas

versão impressa ISSN 2007-0934

Rev. Mex. Cienc. Agríc vol.8 spe 18 Texcoco Ago./Set. 2017

https://doi.org/10.29312/remexca.v8i18.217 

Articles

Use of non-timber forest products in Pensamiento Liberal Mexicano community, Oaxaca

Aurelio León-Merino1 

Rubén Rivera-Peña1  § 

Martín Hernández-Juárez1 

Dora Ma. Sangerman-Jarquín2 

Leobardo Jiménez-Sánchez1 

Esteban Valtierra-Pacheco1 

1Colegio de Postgraduados-Campus Montecillo. Carretera México-Texcoco km 36.5. Montecillo, Texcoco, Estado de México, México. CP. 56230. (laurelio@colpos. mx; mhernand@colpos.mx; ljs@colpos.mx; evaltier@colpos.mx).

2Campo Experimental Valle de México-INIFAP. Carretera Los Reyes-Texcoco km 13.5. Coatlinchán, Texcoco, Estado de México. AP. 10. CP. 56230. Tel. 01 (800) 0882222, ext. 85353. (sangerman.dora@inifap.gob.mx).


Abstract

The objective of the present study was to analyze the importance of non-timber forest products (PFNM) to the inhabitants of the Pensamiento Liberal Mexicano community, municipality of San Miguel Peras, Oaxaca. A survey was applied to 56 community members, key informants were interviewed, visits were made, and community-based activities were carried out. The results show that 80% collected PFNM in the forest during the 2015 year. Families have extensive knowledge of PFNM that grow or reproduce in the forest. PFNM are valued by families because they are used as food sources, condiments or medicinal properties, as ornamental or fertilizer for the production of vegetables. These resources have economic, cultural and medicinal importance for the families of the community, and access them through the harvesting or hunting of wild species at different times of the year. As a result, community members have undertaken common governance actions that regulate access to PFNM and the care of its habitat (the forest).

Keywords: collection; income generation; non-timber forest products; preservation

Resumen

El objetivo del presente estudio fue analizar la importancia que tienen los productos forestales no maderables (PFNM), para los habitantes de la comunidad Pensamiento Liberal Mexicano, municipio de San Miguel Peras, Oaxaca. Se aplicó una encuesta a 56 comuneros, se entrevistó a informantes clave, se realizaron recorridos y se participó en actividades inherentes a la comunidad. Los resultados muestran que de 80% recolectó PFNM en el bosque durante el año 2015. Las familias tienen amplios conocimientos y saberes diversos PFNM que crecen o se reproducen en el bosque. Los PFNM son valorados por las familias porque los usan como fuentes de alimentos, condimento o por sus propiedades medicinales, como de ornato o abono para la producción de hortalizas. Estos recursos tienen importancia económica, cultural y medicinal para las familias de la comunidad, y acceden a ellos a través de la recolección o caza de especies silvestres en diferentes épocas del año. Por ello, los habitantes de la comunidad han emprendido acciones comunes de gobernanza que regulan el acceso a los PFNM y al cuidado de su hábitat (el bosque).

Palabras clave: generación de ingresos; preservación; productos forestales no maderables; recolección

Introduction

Forests are valued not only by timber forest products but also by non- timber forest products (PFNM) . The latter constitute an important source of employment and income for the life and development of peasant and indigenous populations settled in the forests of Mexico and other countries of the world (López et al., 2005; Tapia-Tapia and Reyes-Chilpa, 2008; Rodríguez and Maldonado, 2009). PFNM collected for the livelihoods of the poorest rural households are local livelihoods that contribute to poverty alleviation (FRA, 2010). Several authors agree that PFNM can be considered as a real option for achieving a balance between the objectives of forest conservation and rural community development (Myers, 1988; Balick and Mendelsohn, 1992; Hall and Bawa, 1993; Adger et al., 1995; Arnold and Ruiz, 2001; González, 2003; Peralta, 2004; Croitoru, 2007).

People living near forests get a large amount of forest and non-forest products for direct consumption or for sale in the local or regional market. Products that are obtained from the forest that are not lumber for construction or for plank are called PFNM (Gerez and Purata, 2008). PFNM include all those biological materials, excluding wood, which are extracted from natural forests for human use (Beer and McDermott, 1989) which include broad categories of foods and food additives, fiber, silk, biomass, phytochemicals and aroma chemicals, oils, resins and other exudates, organic construction materials, decorative articles and animal products (Chandrasekharan et al., 1996). Other PFNM that are exploited are honey, meat of wild animals, edible insects (Kaeslin and Williamson, 2010) as well as ornamental and medicinal use vegetation, roots, rhizomes, fruits and seeds (Tejeda et al., 1998).

Beer and McDermott (1996) define PFNM as all other biological materials of wood extracted from forests for human use, included food, medicines, spices, essential oils, resins, gums, latex, tannins, dyes, ornamental plants, wildlife (live products and animals), firewood and raw materials, especially rattan, bamboo, small wood and fibers. FAO (1999) defines PFNM as all goods of biological origin other than wood from forests, other wooded land and trees outside forests. The FAO team that conducted the Global Forest Resources Assessment (FAO, 2010) defines them as those products obtained from forests that are tangible and physical objects of biological origin, other than timber that includes all plant and animal products collected in areas defined as forests, whether natural or planted.

Of this definition, 16 groups were identified among the RFNM and classified in two major categories according to the kingdom to which they belong (vegetable and animal) which are the following: a) vegetable products/raw materials including: 1) food; 2) forage; 3) raw materials for medicines and aromatic products; 4) raw materials for dyes; 5) raw materials for utensils and handicrafts and construction products; 6) ornamental plants; 7) exudates; 8) other plant products; and b) animal products/raw materials classified as: 9) live animals; 10) hides, skins and trophies; 11) wild honey and beeswax; 12) game meat; 13) raw materials for medicines; 14) raw materials for colorants; 15) other edible animal products; and 16) other inedible animal products.

There is no precise accounting of the value they represent at the global level on the use of the wide range of PFNM; however, the 2010 Global Forest Resources Assessment (FAO, 2010) reported that in 2005 this value amounted to about $18.5 billion, with the largest share of food commodities. In addition, the evaluation reported that there was a lack of information from many countries where PFNM are of great importance but that the true value of subsistence uses for rural households is seldom recorded. Therefore, in the evaluation study it was indicated that it is probable that the data reported represented only a fraction of the real value of PFNM extracted worldwide. In the case of Mexico, in the year 2015, the volume of RFNM was 247 thousand 432 t, with a value of 843 million 311 thousand pesos (INEGI, 2016a, INEGI, 2016b) between resin (28 387 t, 11.47%), fibers (4 619 t, 1.87%), waxes (1 592 t, 0.64%), gums (31 t, 0.01%) and others (212 804 t, 86%) such as seeds, leaves, bushes, stems and mountain soil. The contribution of Oaxaca state in 2015 in terms of PFNM was 660 t which in value accounted for 2 million 914 thousand pesos.

In recent years forests and jungles have become important not only for their contribution of various natural resources that people use for different purposes, but also for the functions they play in fixing greenhouse gases, regulating the hydrological cycle, in recharging groundwater and erosion prevention, as well as being considered sites intended for leisure, recreation and tourism (Guariguata et al., 2009). In this way, temperate forests not only offer a wide variety of biological resources such as plants and wildlife useful to man, but also generate important environmental goods and services.

PFNM are part of the set of natural resources available to peasants and wich they use to supplement their food and income, since it is still strongly based on self-consumption in large regions of Latin America and the Caribbean. In many rural communities, peasant families combine rustic agriculture and livestock for purposes of self- consumption and sale “as needed”, with the use of wild vegetation and wildlife, or through the temporary or permanent migration of some family members in order to obtain monetary resources (Peña and Illsley, 2001). PFNM are of crucial importance in the daily lives and well-being of rural communities, by helping families to meet various subsistence needs, generate additional income and employment (Chandrasekharan, 1996).

At present, it is difficult for rural families to live from a single economic activity. Usually, rural families use as a survival strategy the combination of several economic activities such as sowing basic grains (maize and bean), breeding of different livestock species, occasional hunting of wild animals, selling of labor and also make use of different PFNM. These activities have been part of the food strategy and livelihoods of rural producers in forested areas of Mexico (Villarreal and Pérez, 1989; Mariaca et al., 2001; Estrada et al., 2009), mainly combining activity occurs at the time of low agricultural activity (Marshall et al., 2006; Montoya et al., 2008), or during the establishment and development of new crop.

PFNM have been very important elements since the pre-Hispanic period that continue to allow the socioeconomic and cultural development of many rural areas of Mexico, proof of this is the promotion in obtaining satisfactors of plants such as henequen and chicle in the Yucatán Península; the cocoa that grows in the tropical regions of the southeast; the distillate of agaves such as mezcal and tequila in many areas of semi-arid climates; as well as candelilla wax and ixtle fiber from arid zones of the north of the country (López et al., 2005).

On the other hand, a large number of everyday products such as medicines, perfumes, tanning lotions, nail polish, mouthwashes, hair balms, chewing gum, soft drinks, fruit juices, edible nuts, cereals, culinary herbs, milk desserts, fancy bags, decorative buttons, chess pieces, golf balls, paints, corrosion inhibitors, fungicides, and countless other products contain varying proportions of PFNM (Chandrasekharan et al., 1996). PFNM should not only be seen as simple natural resources that are used by various social actors to cover their subsistence needs, nor as mere economic resources that are traded or traded in markets, but must also be seen as elements that are part of political, institutional and cultural life aspects of rural people involved in their collection, consumption and preservation (Alexiades and Shanley, 2004).

This research aims to analyze the types and uses of non-timber forest products (PFNM) carried out by the inhabitants of the Pensamiento Liberal Mexicano (PLM), municipality of San Miguel Peras, Oaxaca; as well as the importance they have in generating income in cash and in kind for the families of the community.

Materials and methods

The research was carried out in the Pensamiento Liberal Mexicano community, municipality of San Miguel Peras, Oaxaca. The community is located 52 kilometers away from Oaxaca city (Figure 1).

Figure 1 Geographic location of San Miguel Peras municipality, Oaxaca. Elaborated based on data from INEGI (2012)

Pensamiento Liberal Mexicano has a territorial area of 3 853 hectares and borders the North with Santiago Huaxolotipac; to the south with San Andrés el Alto; to the East with communal lands of San Miguel Pears and to the West with San Antonio Huitepec. The population census conducted by the Municipal Police Agency in 2016 reported that the Pensamiento Liberal Mexicano community had a population of 574 inhabitants, of which 300 (52.3%) were women and 274 (47.7%) were men.

The research work was developed under a non-experimental design using the descriptive-analytical method. A mixed approach was used for the collection of field information, it combined a survey by sampling, interviews and observation. The survey was applied in the period comprised during July 2016, prior knowledge of its content by the local authorities.

The sample was determined using the list framework provided by the secretary of the Pensamiento Liberal Mexicano Agency, whose sample frame (N) was 135 people (23 women and 112 men). The calculation of sample size (n)used a simple random sampling formula considering maximum variance (p= q= 0.5) with a 95% confidence interval (Z= 1.96) and accuracy (B) of 10%.

n=NpqN-1BZ1-α2 +pq

The sample size was n= 56 which was distributed proportionally to the size of the population by gender. 46 males and 10 females were interviewed. Analysis of the survey data was performed using Excel® programs and the Statistical Package for Social Sciences (SPSS®) program.

Results and discussion

Demographics

The average age of the interviewees was 42.14 years, with a minimum of 19 and a maximum of 70 years; 82.14% were men and 17.86% were women. More than a quarter (26.79%) had an age between 35 and 44 years old in both men (26.09%) and women (30%). 80.36% were under 55 years of age; that is, they were still in full productive activity. As for literacy, all men could read and write, and women only 7 of the 10 interviews could do it, although the 10 people interviewed had the opportunity to study until the second or third grade of elementary school, some of them forgot literacy probably due to lack of practice, so that 94.64% of the interviewees could read and write. The average schooling level was 7.61 years; that is, incomplete junior high school.

Regarding marital status, 82.1% lived with their partner and 17.9% had no partner. Of those who lived in pairs were dominated by men and without partners, by women. As for the men who lived as a couple, married (63%) and free union (30.4%); in terms of women, single mothers stood out (60%). The number of people in the households of the interviewed families was 4.73 people on average and the ones that were still economically dependent on the head of families was 3.54 members.

Family survival strategies

The families of the Pensamiento Liberal Mexicano Community use as survival strategy a combination of income-generating activities such as agriculture (89.3%), livestock (85.7%), use of timber forest products (100%) and PFNM (80.4%), and other off-farm activities combined with public subsidies.

57.1% of the families had irrigation plots and 44.6%, of rainfed, the sum of both did not coincide with one hundred percent because there were families that had both irrigation and rainfed plots. The families had 2.66 ha on average to carry out their agricultural activities. The average surface area of irrigation was 2.59 ha and of temporal, 3.19 ha. Agriculture is slash and burn (RTQ) and they also use animal traction for soil breakage. In the spring -summer 2015 cycle highlighted the planting of maize (Zea mays L.), beans (Phaseolus vulgaris L.), zucchini (Cucurbita sp.) and chilacayota (Cucurbita ficifolia), in the cultural practices of each crop families still use rudimentary farm implements. Families are aware of the importance of the care of the forest because they consider it not only a source of timber and non-timber forest resources, but also as an important source of water currents that allow them to irrigate their agricultural parcels. That is why they care for the forest and the streams.

In the specific case of maize, the survey indicated that the production of this basic grain during the agricultural cycle in question was insufficient for 80.4% of the families, a situation that led to deficient producers to buy maize or through the exchange of other products (barter). In this deficit situation, families supplemented their protein diet with various PFNM obtained from forest harvesting and the hunting of wild animals (Chandrasekharan, 1996; López et al., 2005); since PFNM are marketed or exchanged for other products indispensable for the home.

The breeding and fattening of cattle is an activity that is carried out with the aim of having food sources of protein of animal origin, in addition to using the animals as means of transport and load and in the times of culture they rely on its traction force for the trawling of agricultural implements and, very frequently, the livestock species also fulfill the saving function of which the families make use when there is an urgency of money. Regarding the type of livestock species they had the most the people of the Pensamiento Liberal Mexicano community in the 2015 year were hens (n= 38) with an average of 11.6 birds.

Use of PFNM

PFNM have always played a very important role in the survival strategy of the families of Pensamiento Liberal Mexicano community; nevertheless, until 1999 its use was free and for any of the inhabitants of the community and even for people of other communities. During the period in which the forests were concessioned and even later, the use of forest resources put them at risk. In 1999, community authority and community members formed the Community Forestry Monitoring Committee, which began to regulate the use of forest resources.

In 2008, the communal authority, with the support of a civil association, began the elaboration of the community statute which in 2010 was sanctioned and approved by the Community Assembly as the highest authority. The statute established the rules of what Merino and Martínez (2014) called the governance of forest resources, which allowed an end to the deterioration of the forest. At present, all extractive activities of timber and non-timber resources are monitored and regulated. In case the community members or outsiders make extractions without permission, they are sanctioned. The statute meets several of the regulatory mechanism of common use resources identified by Ostrom (2011) which identifies eight regulatory mechanisms of the RUC which are as follows: 1) well -defined limits; 2) proportional distribution of benefits and costs; 3) collective choice agreements; 4) monitoring; 5) graduated sanctions; 6) conflict resolution mechanisms; and 7) minimum recognition of rights.

The research found that 80.4% of the families interviewed realized the use of PFNM in 2015. The families collected several useful forest products from the forest, medicinal, and ornamental. Among the products highlighted were edible fungi (86.7%) locally known as “nanacates” including yellow fungus (Cantharellus cibarius ), deer (Ramaria sp.), Red (Amanita caesarea) and ocote (Pleurotus drynus). The fungi grow in the rainy season so they were collected between the months of April and September. In the collection of fungi, women, girls and children frequently participate (Figure 2).

Figure 2 Red fungus (Amarnita caesarea) (upper) and deer fungus (Ramaria sp.) (Bottom). 

Peasants have extensive knowledge about the medicinal efficacy of some plants growing in the forest. Harvesting of this type of plants ranked second (66.7%) after edible fungi. Among the medicinal plants of importance in the community is the root of “itamorreal” (Potentilla aff, staminea Rydb.) that families use as cicatrization products in “cuts” and wounds by washing the affected part with the infusion obtained from that root; in addition, the infusion when taken helps to heal throat affections. Its collection takes place between June and October.

The “poleo” (Satureja macrostema) is another plant that has medicinal properties that is collected between April and December. Families use infusions of the foliage and stem for the treatment of colds; and in their flowering stage it is used in ceremonial rituals of the community. Among other medicinal plants that families gather in the forest are the “estafiate” (Artemisia ludoviciana), the “bougainvillea”(Bougainvillea glabra), the “melissa” (Melissa officinalis) and “mullein” (Verbascum thapsus). The infusions of these plants are used in the treatment and prevention of problems related to the respiratory tract and different discomforts of the body caused by the cold and the humidity of the environment. The infusion of the “Arnica” (Heterotheca inuliodes) plant is used to reduce inflammation and to prevent bruising in accidents like twisted ankles or wrists.

Families in the region take infusions of “master grass” (Artemisia absinthium) as dewormer. The “elderberry” (Sambucus ebulus) is used by families in the preparation of baths that help the treatment of skin conditions like hives and “close pores” of women after childbirth.

Another group of products harvested from the forest are the condiments (8%). In this product group are watercress (Nasturtium officinale) located on the banks of streams and swamps that families use as fitting salads. In this group there is also the gusanito de chamizo or “gold worm” (Scyphophorus acupunctatus) which is a larva used to prepare salsas for the food from local families, or dried and ground and then mixed with salt and chile powder called “worm salt” which is often used as a fruit condiment and in beverages such as mezcal (Figure 3). Another condiment product families for use in preparing tamal is the “chepil” (Crotalaria longirostrata), which gives a special flavor to the palate and is appreciated for families in the region.

Figure 3 Gusanito de chamizo or “golden worm” (Scyphophorus acupunctatus 

The laurel (Laurus nobilis), rosita (Hyeronima alchorneoides) and other brightly colored flowers are among the ornate flowers (6.7%) that are collected from the forest for sale and for decorating the homes of local families (Figure 4).

Figure 4 Ornate flowers collected in the forest. 

No less important are the rajas de ocote (4.4%) than for the resin contained in the ocote tree (Pinus sp.) serves as fuel for lighting and turn on the stoves. Another important product is the “tierra de monte” (2.2%), which, due to its smoke and nutrient content, is used by families in the preparation of substrates for the planting of different vegetables and ornamental plants in backyards.

Another group of PFNM are game animals (17.8%) like rabbits (Oryctolagus sp.), squirrels (Sciurus vulgaris), armadillo (Dasypodidae), tlacuaches (Didelphimorphia), skunks (Mephitidae) and deers (Odocoileus virginianus) the consumption of their meat provide protein to the diet of families. The practice of hunting and catching animals in the forest are activities that are widely disseminated among the inhabitants of the community (Figura 5).

Figure 5 Armadillo (Dasypus novemcinctus). 

The hunt is not only to obtain meat, but also in those animals like coyotes (Canis latrans) attacking goats (Capra sp.) and sheep (Ovis sp.). Sparrow hawks (Accipiter nisus) attack poultry placing the safety of their livestock species at risk. In this regard, a key informant said that “when someone hunt a hawk the hunter takes the prey and exhibits it in the community when walking through the streets and when families see this, they pay the hunter with hen’s eggs, chicks and even chickens, because for families to hunt a hawk decreases the risk of losing their poultry by the rapture of the hawk that lives in the forest”, some animals are also hunted because they damage agricultural crops such as squirrels, raccoons, tlacuaches, the foxes (that attack the cobs). Other animals are hunted not only for the value of their meat but also for their skins which are traded in local markets as in the case of armadillos (Dasypus novemcinctus), snakes (Colubridae) and deer.

In the forest there are different faunal species of value for the families of the community and that is why they respect wildlife, and as these species are scattered throughout the forest it is difficult to maintain their monitoring for their conservation. In response to this situation, agreements and standards have been established in the community assembly that encourage respect for wildlife; that families are only allowed to kill them when they cause damage to livestock or crops. In the case of deer, hunting is permitted only if written permission is obtained from the Organizing Committee and the Monitoring Committee (Community Statute, Article 83, section I and II). Deer hunting permits are granted only for the period from October to January (four months) and such permits have the restriction that hunters respect the offspring and the number of prey to hunt.

One of the characteristics of deer hunting is that this activity is carried out in groups of four or five people that when hunting the prey is distributed among the group of hunters, taking into account whether or not they carried weapons and bullets, if they participated in the “aventada” or searching for the animal, if they collaborated in the “atajada” (the interception of the deer), or who of the group made the hunting of the deer. All these criteria are considered to determine which portion of meat corresponds to each of the members of the group participating in the hunt, as well as the by-products obtained: antlers, skin and legs.

Harvesting PFNM and game animals is not seen by villagers for purposes of earning income through their sale in local markets, however, families do manage to raise revenue from harvesting or hunting seasonally. PFNM have economic value for local families, as they are a source of food, fuel, plants with medicinal properties and condiments and ornamental flowers for homes. That is, they are of great importance for the rural communities as indicated by Gerez and Purata (2008); however, the value of these resources represented only 1.65% of the total income of the production unit (Table 1).

In the legal and organizational field of the Pensamiento Liberal Mexicano community about the collection of PFNM, the community statute establishes that the collection of these products is allowed as long as the use does not endanger the various species or their habitat; nor foment the invasion and/or destruction of foreign lands where any of these products could be found. Shared norms that reduce the cost of supervising and sanctioning activities can be considered as usable social capital in resolving common resource problems (Ostrom, 2011).

Table 1 Income source of non-timber forest products in Pensamiento Liberal Mexicano community, municipality of San Miguel Peras, Oaxaca, Mexico. 2016. 

Fuentes de ingreso Familias que provecharon
RFNM (%)
Ingreso familiar por
concepto de RFNM (%)
Ingreso promedio
(MN)
Ingreso por tierra de monte (abono) 1.8(1) 0.1 2500.00
Ingreso por combustible 3.6(2) 0.6 8001.00
Ingreso por productos condimenticios 7.1(4) 0 135.30
Ingreso por flores de ornato 5.4(3) 0 124.20
Ingreso por hongos 69.6(39) 0.5 341.70
Ingreso por plantas medicinales 53.6(30) 0.2 144.70
Ingreso por cacería 14.3 (8) 0.1 457.30
Ingreso total de PFNM 80.4(45) 1.6 905.40
Ingreso total de la unidad de producción 100 (56) 100 44095.30

Los números entre paréntesis son las frecuencias absolutas. Elaboración a partir de los datos obtenidos de la encuesta (2016).

Conclusions

In the Pensamiento Liberal Mexicano community, a proper governance of the use of PFNM is made through the rules and norms established in the community statute, the monitoring of communal authorities and respecting it by the comuneros. It helps to preserve them and avoid the destruction of their natural habitat (the forest). Income for families for PFNM is low, but these products have value for families because they are food sources, have medicinal properties, are used as ornamentals or in ceremonial events.

Families have extensive knowledge about the consumption of plants and animals with medicinal properties that they collect or hunt in the forest.

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Received: May 00, 2017; Accepted: August 00, 2017

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