The demand for public transport. part II. supply and demand factors of public transport

Abstract

This two‐part article, concerned with the way public transport ridership is affected by the various relevant factors, is based on the Executive Summary of The Demand for Public Transport (Webster and Bly 1980), the report of the TRRL‐sponsored International Collaborative Study on Factors Affecting Public Transport Patronage. Part I of the article, which was concerned with the social and economic conditions in which public transport operates, showed the importance of the background factors such as income, car ownership and land use on public transport usage: it also indicated how the longer‐term impacts of the more direct demand factors (fares, service levels) often show themselves in changes in car ownership levels, activity patterns (i.e. where people live, work, shop, socialize, etc) and land‐use development.

Part II reviews the current state of knowledge on the effects of changes in fare levels and quality of service and of the introduction of various traffic and transport measures (traffic restraint, bus priority, etc): it outlines current methodology on costing public transport services and draws the supply and demand sides together in a consideration of particular strategies which are at the disposal of the operator, the planner and the policy maker.     

Passenger route guidance system for multi‐modal transit networks

In many public transport oriented cities in the world, especially Asian cities, the public transport system has been developed extensively, to the extent that it has become increasingly difficult to navigate. Although inter‐modal transfers are common and often necessary, a complete set of the routes across transport modes is generally not presented in a form that is accessible to travelers, as each operator would only publish its own routes. Moreover, the common nonlinear fare tables together with inter‐modal fare discounts pose challenges to travelers in deciding their best routes. This study develops a multi‐modal passenger route guidance system, called eFinder, to aid travelers with their combined mode‐route choices. We discuss the architecture and features of this system in this study. This system forms a platform for disseminating public transit information and should complement further development and use of the public transport network by enabling travelers to make informed choices.     

Competition in multi-modal transport networks: A dynamic approach

We analyze the behavior of market participants in a multi-modal commuter network, where roads are not priced, but public transport has a usage fee, which is set while taking the effects on the roads into account. In particular, we analyze the difference between markets with a monopolistic public transport operator, which operates all public transport links, and markets in which separate operators own each public transport link. To do so, we consider a simple dynamic transport network consisting of two serial segments and two parallel congestible modes of transport. We obtain a reduced form of the public transport operator’s optimal fare setting problem and show that, even if the total travel demand is inelastic, serial Bertrand–Nash competition on the public transport links leads to different fares than a serial monopoly; a result not observed in a static model. This results from the fact that trip timing decisions, and therefore the generalized prices of all commuters, are influenced by all fares in the network. We then use numerical simulations to show that, contrary to the results obtained in classic studies on vertical competition, monopolistic fares are not always lower than duopolistic fares; the opposite can also occur. We also explore how different parameters influence the price differential, and how this affects welfare.     

Managing with declining resources

Urban public transport has had broad political appeal and escalating financial support since the late 1960s. The preference has been for public ownership and operation of services with only limited private sector involvement in the provision of services in a highly regulated environment. The financial standing of public transport coupled with the likelihood of a sustained period of fiscal restraint, perhaps even a decline in available resources, has created an imperative for change. This paper argues that broad‐based acknowledgment of the financial realities, clear definition of quantifiable objectives and increased authority and control for public transport management is required if public transport agencies are to meet the challenge. A new balance between service, ridership and revenue is required. Managing with declining resources will require a financial planning approach, separation of policy and planning from operations, removal of restrictions on user choice and operator competition and increased involvement of the private sector. Substantial changes in internal organization, procedures and structures and a cost‐effectiveness orientation will be necessary.     

Man and his transport behaviour Part 4a. User response to price changes: application of the ‘threshold’ concept

Summary

(1) The response of an individual consumer to change in such characteristics as price will be to change behaviour at a critical point, a ‘threshold’ at which a change of behaviour is perceived to be beneficial.

(2) Most choices can be viewed as binary, for example, between pairs of transport modes. A cumulative normal distribution of responses will give an S‐shaped curve, the mid‐point being at the average threshold value.

(3) An aggregate demand curve should show the response of a given group of people to a range of price changes at one point in time. Most curves derived from revealed behaviour do not permit this. To some extent, a demand curve must be derived from interviews and other tests, giving hypothetical behaviour. Such methods are used in non‐transport consumer tests, and work by Brög et al. gives a similar picture for transport users, supporting the concept of the S‐shaped curve.

(4) Allowance for frequency of trip‐making modifies this picture, suggesting that a smoother curve may be appropriate for some conditions, such as non‐work trips. These approaches may be combined by use of catastrophe theory, with two control factors. The hysteresis effect is found around the threshold where repeated changes in the basic stimulus produce successively smaller responses.

(5) There is some evidence of symmetrical response by public transport users to real increases and reductions in cash‐paid graduated fares, but this is not the case where different forms of pricing are involved.

(6) An example of threshold effects in private transport may be found in the monitoring of tolls on the Itchen Bridge by Atkins. Demand became particularly sensitive to price in a certain range.

(7) In the public transport field, there is similar evidence from the experience of introducing flat or zonal fares where graduated fares previously applied. Where travelcards are sold, the effect is much greater, and cases such as the West Midlands show little if any effect on sales despite real price increases. Here, trips are about 7% higher than would have been expected for the same revenue target, had graduated fares been retained. However, it may well be possible to exceed the threshold, especially where fares simplification and increases are combined, as the Trondheim experience suggests.     

What influences satisfaction and loyalty in public transport? A review of the literature

Public transport ridership retention is a challenge for many cities. To develop comprehensive strategies aimed at retaining riders, it is necessary to understand the aspects of public transport that influence users to become loyal to the system. This paper analyses relevant literature regarding the causes of satisfaction and loyalty in public transport. We find that the service factors most associated with satisfaction are on-board cleanliness and comfort, courteous and helpful behaviour from operators, safety, as well as punctuality and frequency of service. On the other hand, loyalty is associated with users’ perceptions of value-for-money, on-board safety and cleanliness, interactions with personnel and the image and commitment to public transport that users feels. Furthermore, the results elucidate that the concept of loyalty is best defined based on users’ intentions to continue using the service, their willingness to recommend it to others, their overall satisfaction, but also and most importantly, their image of and involvement with public transport. Public transport users who have a positive image of the agency and consider public transport an integral component of city life are more likely to demonstrate loyalty and act like ambassadors for public transport agencies.     

Transport and society1

In 1963, the Buchanan Report in the UK advocated a combination of new road capacity, improved public transport and traffic restraint as a means to tackle congestion. Forty years on, and the advice from many transport experts remains the same. However, the scale and complexity of the problems associated with a mobility‐dependent society have grown. The need for politicians to make tough but realistic policy decisions on transport is now becoming unavoidable. They must confront the realities of living with the car as must the general public. Policymakers now also have social well‐being and sustainable development moving higher on their agendas alongside transport. Against such a backdrop, the paper makes the case for transport research, policy and practice to acknowledge more fully the inherent links between transport and society. It argues that greater recognition and understanding of such links is crucial to confronting the present realities. Transport does not merely serve society: it shapes society, as in turn society shapes transport. The future of each is dependent on the other, and this fact must be recognized. The paper advocates in turn that the transport profession must move from its heartlands in engineering and economics also to embrace more fully such disciplines as sociology and psychology. A factual picture of the many facets of present‐day society is presented and the implications for travel demand are discussed. Through considering phenomena such as social norms and habitual behaviour, it is then argued that the travel choices and behaviour of individuals are not simply a matter of economic optimization. This points to the need for decision‐makers to be furnished with better evidence about the transport problems faced and the potential efficacy of measures that might be taken. Discussion of public attitudes and the role of the media are included in the context of assessing how politicians can be encouraged and supported in their implementation of realistic but unpopular policies. Evidence and experience within the paper are UK based, although many of the issues and arguments apply world wide.     

Explaining public transport information use when a car is available: attitude theory empirically investigated

Despite recent investments in and growing availability of various public transport information services, levels of apparent non-use (of particular information services) across the population remain high. Policymakers and information service providers could benefit from a better understanding of factors affecting information use. The goal of this paper is to provide more insight into the (non-)use of public transport information by applying attitude theory. A postal survey was sent to a random sample of 10,000 households in Bristol and Manchester, UK. The response rate was 13%. Respondents were questioned about an uncertain journey they were going to make. Structural equation modelling has been used to investigate interdependencies among the factors studied. The results show that the desire to consult public transport information for an uncertain journey is affected by attitudes, subjective norms, and past behaviour. These social-psychological factors are in turn affected by constraints such as travel behaviour and trip context. Crucially in terms of addressing issues of non-use of information it is found that consulting information is influenced by propensity to consider using public transport rather than vice versa as has hitherto been implicitly assumed by many involved in the provision of transport and information services.     

Operational objective functions in designing public transport routes

This work proposes a framework for the construction of the operational objective functions of the public transport network design problem. This framework takes into account the passengers, operator and community interests. The methodology presented combines the philosophy of the mathematical programming approaches with decision‐making techniques, so as to allow the user to select from a number of alternatives. The nature of the overall formulation is nonlinear and mixed integer programming.     

Experiences with Competitive Tendering of Bus Services in Germany

Abstract

After a long transition period with only a few isolated procedures for competitive tendering, the market for German public transport bus services has seen numerous such tenders in recent years. The results are complex. From the public transport authorities’ point of view, the main effects are a decrease in subsidy payments, with relatively low expenses relating to the tendering process (allocation, contract management). The overall level of competition is high, with five to seven bidders on average, although this has been declining in recent years. Entry barriers have been identified at significant levels for several parameters, especially with respect to the volume tendered and the revenue risk to be borne by the operator out of net‐cost contracts. Demonstrably small‐ and medium‐sized transport operators have been able to increase their market share in the starting phase of introducing tendering, with diminishing success rates in recent years. Due to the increased quality requirements in competitive tendering, the quality of public transport available has improved considerably, and environmental standards have been better implemented and sustained. As far as employees are concerned, a trend towards wages below the wage rate of private operators cannot be observed. However, their level is well below the level of public incumbent operators.     

The transition to zero-emission buses in public transport – The need for institutional innovation

Zero-emission buses (ZEBs) are considered a vital element in the transition to a more sustainable (urban) transport system. Both battery-electric and hydrogen fuel cell buses do however face significant barriers to large-scale implementation. These barriers, e.g. high investment costs and limited driving range, are generally regarded as exogenous technological barriers which are beyond the sphere of influence of actors in the public transport sector. In this paper we question this assumption and therefore we look at the role of institutions in public bus transport. Based on a series of interviews with stakeholders in the Dutch public transport sector we argue that various regulative, normative, and cognitive institutions discourage the use of zero-emission buses in public transport. We conclude with several suggestions for institutional innovation to increase the chances for these buses.     

Capacity,information and minority games in public transport

Many public transport operators are faced with high peak demands. This leads to crowded vehicles and discomfort for the passengers. The increasing availability of information technologies creates new opportunities for passengers to avoid crowding and for operators to inform passengers and reallocate capacities quicker than before. We define and implement a simple model based on minority games, a class of games that deals with crowding dynamics, adapted to a public transport setting.We propose a model which includes multiple resources and heterogeneous passenger preferences. We have conducted two simulation studies, investigating the dynamics of crowding within a simplified public transport setting. In our first experiment we investigate the effect of the availability of information on crowding. In our second experiment we study dynamic optimization of rolling stock capacities. We find that both the information disclosed and the capacity optimization mechanism have an impact on the number of passengers utilizing resources and their satisfaction. As such, these models enable the development and analysis of new operator policies to deal with crowded situations.     

Understanding transport mode choice for commuting: the role of affect

This study examines the relationship between positive and negative user valence and transport mode choice behaviour. We integrate latent attitudes ‘affect’ and ‘salience’ into transport mode choice models using the framework of integrated choice and latent variable modelling and simultaneous maximum likelihood estimation methods. The results are consistent with findings in similar travel behaviour and behavioural economics literature. The study extends the findings of previous research and has demonstrated that user sentiments about public transport mode and salient public transport experiences have a significant impact on travel mode choice behaviour. It was found that private motorised users are more sensitive to overcrowding and anti-social behaviours on PT than active and PT travellers. Key attitudinal indicators influencing individual transport choice behaviour are established to guide public policy. The key indicators of Affect and Salience must be analysed and addressed through public policy to enhance PT user experience and develop services and facilities to increase the utility of PT in-vehicle travel time.     

A systematic analysis of multimodal transport systems with road space distribution and responsive bus service

A smart design of transport systems involves efficient use and allocation of the limited urban road capacity in the multimodal environment. This paper intends to understand the system-wide effect of dividing the road space to the private and public transport modes and how the public transport service provider responds to the space changes. To this end, the bimodal dynamic user equilibrium is formulated for separated road space. The Macroscopic Fundamental Diagram (MFD) model is employed to depict the dynamics of the automobile traffic for its state-dependent feature, its inclusion of hypercongestion, and its advantage of capturing network topology. The delay of a bus trip depends on the running speed which is in turn affected by bus lane capacity and ridership. Within the proposed bimodal framework, the steady-state equilibrium traffic characteristics and the optimal bus fare and service frequency are analytically derived. The counter-intuitive properties of traffic condition, modal split, and behavior of bus operator in the hypercongestion are identified. To understand the interaction between the transport authority (for system benefit maximization) and the bus operator (for its own benefit maximization), we examine how the bus operator responds to space changes and how the system benefit is influenced with the road space allocation. With responsive bus service, the condition, under which expanding bus lane capacity is beneficial to the system as a whole, has been analytically established. Then the model is applied to the dynamic framework where the space allocation changes with varying demand and demand-responsive bus service. We compare the optimal bus services under different economic objectives, evaluate the system performance of the bimodal network, and explore the dynamic space allocation strategy for the sake of social welfare maximization.     

Organization and planning of ambulance transport services in England and Wales

The ambulance service is the largest special needs transport operator in England and Wales and an important pillar of support to the National Health Service. In the last decade its size and role as a transport agency have been the subject of at least two government‐inspired reviews which have questioned the efficiency of the ambulance service and examined in some detail its operational performance. The ambulance service also faces constraints on its funding, like the rest of the health service, which raises questions as to its ability in the future to meet all patient demands for transport, especially in the area of non‐emergency outpatient services. The organization of the ambulance service is described from a number of perspectives: historical, institutional and managerial. These suggest that changes occurring in the approach to health care and management which are based on assumptions of cost‐effectiveness and competition, will likewise affect the organization and provision of patient transport services. The ambulance service may become an even more specialist operator competing or co‐operating in certain areas of work with other transport agencies especially in the area of non‐emergency outpatient services. Scenarios are outlined on how this may be achieved and the likely implications for the delivery of health care.     

Behavioral monitoring of public transport users through a mobile communication system

There are various activities now taking place in ITS research and development in Japan. Advanced information and communication technologies have been applied to improve public transport systems, as well as automated highway systems. In the first part of this paper, we show three examples of public transport systems recently developed in ITS environment. These transport systems are operated in local cities and towns in Japan: the travel information system for tram users in Hiroshima, the demand responsive bus system in Nakamura and the co‐operative use of electric vehicle in Ebina. In the second part of the paper, we explain how we have monitored individual passenger on public transport using cellular phones for location positioning. Location positioning technology for mobile object is essential for the operation and management of ITS supported public transport systems. Furthermore, such accurate and detailed positioning data can be utilized for travel behaviour analysis in demand modeling. The mobile instrument and monitoring systems shown in this paper can be combined with any of the case studies of ITS application to public transport systems.     

The impact of “free” public transport: The case of Brussels

Public transport subsidies play an important role in the present Belgian mobility policy. The introduction of “free” bus transport in Hasselt in 1997 was an important event. Later, the Flemish government in cooperation with the regional public transport company elaborated the so-called “third-payer system” for target groups. The price of public transport is not paid by the user or the provider, but partly or completely by a “third party”. In how far these measures contribute to a more sustainable mobility system has caused much debate.In the academic year 2003–2004, a “free public transport” initiative was introduced for the students of Flemish colleges and universities in Brussels. These students had the opportunity to obtain a refunded annual season ticket on Brussels public transport. Brussels was selected for the case study, because in the same city there is a group of students that benefits from the measure, and another group (students from French speaking universities and colleges) that does not. In order to examine the effects of this measure, we conducted a survey among the students to examine their present travel behaviour (number of trips, motives, modal choice …) and the changes with the travel behaviour of the previous year. In addition we compare the current travel behaviour between the students benefiting from the measure, and those who do not.     

Exploring public transport usage trends in an ageing population

An ageing population remains one of the most significant challenges for Western society in the 21st century. Whilst public transport use has attractive sustainability features for older generations there is mixed evidence with regard to trends in travel and public transport use in ageing societies. This paper explores public transport trip rates amongst older age groups using travel survey evidence collected from a household travel survey in Melbourne, Australia for the period 1994 to 1999. A particular aim of the research was to establish trends in trip rates so as to explore the impact of the ageing Baby Boomer generation on travel by public transport. The results suggested that compared to those aged below 60, those aged over 60 years demonstrated 30% lower trip making overall and 16% lower public transport trip rates. Longitudinal trends in trip rates showed those aged over 60 had a very small decline in trip rates by public transport (−0.004 average daily trips per annum) but increasing rates for car trips. A further analysis showed a small but significant increase in longitudinal trip rates of public transport use amongst Baby Boomers (0.004 daily trips p.a., p < .05) while car usage for Baby Boomers was steady. The implication of these findings is that trends in the existing over 60s population are not necessarily going to flow through to behaviour patterns in the Baby Boomer generations. The Baby Boomer age group showed longitudinal trends in travel behaviour which contrasted with those of the existing over 60s generation notably with a trend towards increased public transport usage.     

Speed behaviour of car drivers: A statistical analysis of acceptance of changes in speed policies in the Netherlands

Lowering the speed of car drivers will have positive impacts on environmental pollution and the number of road accidents. It is therefore a potentially interesting policy option for governments which want to reduce negative externalities of transport. In this paper, the acceptance of such policies is analysed by means of a survey questionnaire among car drivers and public transport users. First, an analysis is presented on the general speed behaviour, the behaviour on distinct road types, the acceptance of lower limits, and the acceptance and perception of electronic speed limiters. Next, a statistical analysis of subgroups is carried out. It is concluded that the speed of car drivers is, in general, not considered to be a main problematic issue by drivers and non-drivers; therefore, there is little scope for the acceptance of changes in speed policies. When speed policies are changed (lower limits), it seems to be most effective to emphasize safety aspects in order to increase the support of the public. However, psychological factors of speed behaviour may play an important role in this respect.     

Middle‐class Travel Patterns,Predispositions and Attitudes,and Present‐day Transport Policy in Bangkok,Thailand

Abstract

Middle‐class expansion and new consumption patterns have increasingly become an important focus of studies of the development and change in newly industrialized and middle‐income‐developing East and South East Asian countries. However, there is still a dearth of studies in the literature particularly focusing on middle‐class travel patterns, predispositions and transport policy preferences. Nor have the implications of these factors on current transport and land development policy been examined. The present exploratory study addresses this gap by examining three cases in Bangkok, Thailand, which in recent decades witnessed dramatic middle‐class expansion, an increase in private motor vehicle population, and spatial diffusion of middle‐class residences into lower‐density zones in the suburbs. By mainly employing a survey method of data‐gathering and quantitative research analysis, the paper discusses the following findings: (1) that middle‐class travel behaviour is characterized by a high dependence on private motor vehicle travel and ‘inward commuting’; (2) that middle‐class preferences for transport mode and attitudes about remedial policy options are generally protective of their members’ car‐dependence and ownership; and (3) that present policy measures of the Thai government on Bangkok transport perfectly fit and support exclusively middle‐ and upper‐class predispositions and stakes in mobility. These findings in a developing country city basically follow a similar profile to be found in middle‐class‐dominant transport patterns and urban form in a number of North American cities. This paper further argues that in a developing country city such as Bangkok, where marked social differentiation and the combined population of poor and low‐income classes still comprise almost half of the urban social landscape despite an expanding middle‐class, an adequate and good public transport system that also meets the former’s need for efficient mobility is an imperative.