Transport and equity in Latin America: a critical review of socially oriented accessibility assessments*

ABSTRACT

A growing concern for mobility-related social inclusion and equity is evident from both academic research and planning best practices. Scholarly research promotes accessibility as the main aim of transport planning, assuming it as the evaluative approach that better conveys how mobility contributes to individuals' well-being and participation in social life. Accessibility can be crucial to address the socio-spatial inequalities that characterise manifold settings across the world. Amongst them, Latin American countries have been keen in tackling such imbalances through mobility-related interventions, as the renowned cases of Curitiba, Medellin and Bogotá show. The widespread interest in mobility as both a cause and effect of social disparities has generated an increasing stream of work that examines Latin American settings through the lenses of accessibility. This paper aims at critically reviewing the growing scholarly works that, providing accessibility-based evaluations, has examined issues of transport and equity in Latin America. Proposing a novel conceptual framework that considers the underlying ethical stance, components of accessibility and implications for planning and policy, this work examines what approaches, features and indicators are present in the current literature, as well as what settings have been taken into consideration by scholarly research. Moreover, the review has an explicit operational interest, to define what indicators are relevant or missing to assess accessibility in the light of social concerns, as well as to consider the current and potential implications that such research findings have on transport planning and policy. The review highlights how a growing but still limited body of work has examined transport and equity in Latin America, suggesting academic, technical and operational avenues to enhance theoretical and practical approaches to the issue.     

Investigating Links between Social Capital and Public Transport

Abstract

Social capital (SC) describes the advantage individuals and communities can gain from social participation, mutual assistance and trust. The provision of travel options for those who are socially disadvantaged is a major rationale for providing public transport. While there has been recent work on how transport can address social exclusion, SC has been overlooked. This article describes the theoretical basis of SC and suggests ways in which the concept might relate to public transport planning, research and practice. Disadvantaged groups can lack SC, mobility and accessibility. Public transport can provide mobility for this group and, in doing so, provide a greater opportunity to create social networks, trust and reciprocity. Although these concepts are abstract, plausible links are identified between the concepts of enhanced positive social interaction associated with the ‘livable city’ concept and those engendered in SC theory. Public transport by definition involves travelling with others and hence provides opportunities for social interaction while travelling. While a series of possible links between SC and public transport are theorized, it is unlikely these are necessarily strong since other mobility options are available and a range of land‐use and non‐transport alternatives can address social needs. Aspects of the SC concept are already covered by the social mobility and accessibility literature, although it does offer a wider insight into the potential advantages of improving access and mobility for disadvantaged communities. The concept of SC is complex and suffers from a ‘fuzzy’ definition. There is a lack of quantitative primary research associated with measuring SC. Measuring the influence of improved mobility options on SC in disadvantaged communities would be a worthwhile research area. Despite the challenges associated with researching SC, the links between SC and travel present an opportunity to understand how public transport acts to address social disadvantage through the provision of mobility to disadvantaged communities.     

Incorporating online shopping into travel demand modelling: challenges,progress, and opportunities

There is a large body of literature, spanning multiple disciplines, concerned with the relationship between traditional (physical) shopping and associated travel behaviour. However, despite the recent rapid growth of digital retailing and online shopping, the impact on travel behaviour remain poorly understood. Although the issue of the substitution and complementarity between conventional and virtual retail channels has been extensively explored, few attempts have been made to extend this work so as to incorporate virtual retail channels into modelling frameworks that can link shopping and mobility decisions. Here, we review the existing literature base with a focus on most relevant dimensions for personal mobility. How online activity can be incorporated into operational transport demand models and benefits of such effort are discussed. Existing frameworks of shopping demand are flexible and can, in principle, be extended to incorporate virtual shopping and the associated additional complexities. However, there are significant challenges associated with lack of standard ontologies for crucial concepts and insufficiencies in traditional data collection methods. Also, supply-side questions facing businesses and policy-makers are changing as retailing goes through a digital transformation. Opportunities and priorities need to be defined for future research directions for an assessment of existing tools and frameworks.     

An empirical investigation into the time-use and activity patterns of dual-earner couples with and without young children

This paper examines the time-use patterns of adults in dual-earner households with and without children as a function of several individual and household socio-demographics and employment characteristics. A disaggregate activity purpose classification including both in-home and out-of-home activity pursuits is used because of the travel demand relevance of out-of-home pursuits, as well as to examine both mobility-related and general time-use related social exclusion and time poverty issues. The study uses the Nested Multiple Discrete Continuous Extreme Value (MDCNEV) model, which recognizes that time-decisions entail the choice of participating in one or more activity purposes along with the amount of time to invest in each chosen activity purpose, and allows generic correlation structures to account for common unobserved factors that might impact the choice of multiple alternatives. The 2010 American Time Use Survey (ATUS) data is used for the empirical analysis. A major finding of the study is that the presence of a child in dual-earner households not only leads to a reduction in in-home non-work activity participation (excluding child care activities) but also a substantially larger decrease in out-of-home non-work activity participation (excluding child care and shopping activities), suggesting a higher level of mobility-related social exclusion relative to overall time-use social exclusion. To summarize, the results in the paper underscore the importance of considering household structure in activity-based travel demand models, as well as re-designing work policies in the United States to facilitate a reduction in work-family conflict in dual-earner families.     

Planning transport for social inclusion: An accessibility-activity participation approach

Social equity is increasingly becoming an important objective in transport planning and project evaluation. This paper provides a framework and an empirical investigation in the Greater Toronto and Hamilton Area (GTHA) examining the links between public transit accessibility and the risks of social exclusion, simply understood as the suppressed ability to conduct daily activities at normal levels. Specifically, we use a large-sample travel survey to present a new transport-geography concept termed participation deserts, neighbourhood-level clusters of lower than expected activity participation. We then use multivariate models to estimate where, and for whom, improvements in transit accessibility will effectively increase activity participation and reduce risks of transport-related social exclusion. Our results show that neighbourhoods with high concentrations of low-income and zero-car households located outside of major transit corridors are the most sensitive to having improvements in accessibility increase daily activity participation rates. We contend that transit investments providing better connections to these neighbourhoods would have the greatest benefit in terms of alleviating existing inequalities and reducing the risks of social exclusion. The ability for transport investments to liberate suppressed activity participation is not currently being predicted or valued in existing transport evaluation methodologies, but there is great potential in doing so in order to capture the social equity benefits associated with increasing transit accessibility.     

Leisure mobility styles in Swiss conurbations: construction and empirical analysis

Leisure travel is the most difficult travel purpose to analyse due to the lack of fixed spatial and temporal referents and the consequent flexibility in patterns. This paper addresses lifestyles, social influence, and the travellers’ social networks, issues that have proved valuable for travel behaviour research in confronting the complexity of leisure travel. An approach for constructing leisure mobility styles, based on orientations towards leisure and mobility, will be presented first and then the hypotheses that transport behaviour can be better explained through analysis of leisure mobility styles will be tested. Multivariate analysis reveals that the leisure mobility style group makes a significant contribution towards clarifying variance for the activities ‘Visiting friends and relatives’, ‘Travel participation’, ‘Mode choice’, and ‘Travel distance for leisure’. The use of leisure mobility styles is most useful for developing practical intervention pointers where the in-group homogeneity of lifestyle should be addressed in greater detail.     

Modal split and urban public transport management in an Eastern European country

When public transport is the main means of travel in urban areas, management and planning are easy and the main objective can be to minimise costs for the demand available, i.e. maximise profit. However when public transport faces competition from other modes of transport, and activities can be undertaken in a variety of locations, then the management and planning of public transport services is considerably more difficult.This paper examines a methodology for representing consumer behaviour when faced with alternative travel decisions, in order to identify the demand for public transport and to help operators adjust services and prices to maximise demand, when considering people's disposable income, the alternative modes and activity locations available. From this it is possible to devise criteria for maximising consumer surplus in a city, taking into account social benefits.     

Evaluation of urban accessibility indicators based on internal and external environmental costs

This paper estimates urban accessibility considering types of transport and destinations, taking into account the internal travel time costs, and the ensuing external environmental impacts. Based on online and local surveys, an accessibility function is developed to allow for the construction of an accessibility curve for each transport mode that decreases with distance to represent decaying accessibility. An external environmental impact is associated with the accessibility indicators, taking into account the influence of the cold-start emissions that are particularly relevant for short-distance trips. The methodology is applied to neighborhoods in Lisbon, Portugal, with significant differences in their urban planning, mobility patterns, concentration of services and availability of public transportation.     

Introducing multitasking to the study of travel and ICT: Examining its extent and assessing its potential importance

Personal travel is undertaken principally as a means of access. The Internet now provides an additional form of access, enabling many activities to be reached without recourse to physical mobility by the individual undertaking the activity. However, the social and transport effects of this ‘virtual mobility’ are uncertain. Here, it is argued that the incidence and properties of multitasking are a necessary part of the assessment of such impacts. Participation in activities and, thus, change in activity participation will not be fully measured without consideration of multitasking. This paper presents a review, empirical evidence and discussion to support this hypothesis. Emergent from an examination of the literature and examined by new empirical evidence are three observations: (1) failure to consider multitasking leads to the underreporting of key activities; (2) misrepresentation of activity participation tends to be more pronounced for certain groups; (3) lack of awareness of multitasking could lead to flawed measurement and misrepresentation of behaviour change. Further to these observations, study findings suggest that multitasking behaviour varies according to whether the primary activity is being undertaken online or offline. Thus, the consideration of multitasking is likely to have important implications for the study of travel, Internet use and interactions between the two.     

Socially and environmentally appropriate urban futures for the motor car

In its relatively short life, the automobile has provided a level of mobility unlikely to have been feasible with a reliance on conventional forms of land based public transport. It has contributed in both a positive and negative way to the quality of life, transforming our cities, our way of life, and giving us a greater command over time and space. Concern over the undesirable social and environmental impacts has increased over time, with calls for governments to take action to reduce the automobile's dominant role. New investment in fixed-track public transport and bus priority systems together with strategies to discourage travel have been proposed to improve accessibility and to aid in cleaning up the physical environment. This paper reviews some of the issues facing society as it works to identify policies to achieve an economically and environmentally sustainabie future. There is a need for a broader set of policies to facilitate alternative land use-transport lifestyles while facing appropriate pricing signals. Some of the key issues are adjustments in the relative prices of location and transport, spatial incentives to make public transport economically viable (i.e. changing urban densities, zoning/incentive changes to allow more infill), road pricing (i.e. charging cars the economic cost of using the roads), new information technology systems (e.g. IVHS) to improve the efficiency and effectiveness of transport infrastructure, major improvements in the fuel efficiency of fossil fuelled vehicles, and alternative-fuelled vehicles (clean-air vehicles).     

The cost of equity: Assessing transit accessibility and social disparity using total travel cost

Social equity is increasingly incorporated as a long-term objective into urban transportation plans. Researchers use accessibility measures to assess equity issues, such as determining the amount of jobs reachable by marginalized groups within a defined travel time threshold and compare these measures across socioeconomic categories. However, allocating public transit resources in an equitable manner is not only related to travel time, but also related to the out-of-pocket cost of transit, which can represent a major barrier to accessibility for many disadvantaged groups. Therefore, this research proposes a set of new accessibility measures that incorporates both travel time and transit fares. It then applies those measures to determine whether people residing in socially disadvantaged neighborhoods in Montreal, Canada experience the same levels of transit accessibility as those living in other neighborhoods. Results are presented in terms of regional accessibility and trends by social indicator decile. Travel time accessibility measures estimate a higher number of jobs that can be reached compared to combined travel time and cost measures. However, the degree and impact of these measures varies across the social deciles. Compared to other groups in the region, residents of socially disadvantaged areas have more equitable accessibility to jobs using transit; this is reflected in smaller decreases in accessibility when fare costs are included. Generating new measures of accessibility combining travel time and transit fares provides more accurate measures that can be easily communicated by transportation planners and engineers to policy makers and the public since it translates accessibility measures to a dollar value.     

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.     

Dynamic Modal Accessibility Gap: Measurement and Application Using Travel Routes Data

Accessibility is a key concept in transportation research and an important indicator of people’s quality of life. With the development of big data analytics, dynamic accessibility that captures the temporal variations of accessibility becomes an important research focus. Few prior studies focus on comparative measures of dynamic accessibility to Points of Interest (POIs) by alternative travel modes. To fill this research gap, we propose a new index called dynamic modal accessibility gap (DMAG), which draws upon available data on residents’ real travel routes using different travel modes, as well as the data on POIs. We study the DMAG in the real-travel covered area, assuming POIs are only useful if it is within someone’s real-travel covered area. We then apply this DMAG methodology to Shanghai’s central city and peripheral area. In both cases, we measure the accessibility for public and private travel modes. As an example, one-week taxi GPS and metro smart card data, and POIs data are used to generate the DMAG index for 30-minute and 60-minute trip durations for weekdays and holidays. Results show that DMAG can reflect the pattern of temporal variations. The proposed DMAG analytical framework, which can be applied at both the user and the system levels, can support urban and transportation planning, and promote social equity and livability.     

Characterisation of and reflections on the synergy of bicycles and public transport

The bicycle is often understood as a disjointed ‘feeder’ mode that provides access to public transport. We argue that combined use of the bicycle and public transport should be understood in a broader perspective, especially where bicycles link to higher speed and higher capacity public transport, such as the train. Cycling and public transport can have a symbiotic relationship forming a hybrid, distinct transport mode, which should be reflected in transport planning. The bicycle is as a way to soften the rigid nature of public transport and thus accommodate diverse individual travel needs and situations. Public transport can be seen as a means to dramatically extend cycling’s speed and spatial reach. We combine a system perspective with conceptual analysis to explore how, why and when this reconsideration is important. We use the Netherlands as illustrative case because of the relative maturity of its bicycle–train connections. The case shows that the synergy between rather opposite yet highly complementary aspects, high speed of the train, high accessibility of the bicycle and flexibility in combining both sub-modes, are the fundamental characteristics to understand the functioning of this system in a wider spatial context. In our conclusion we propose a research agenda, to further explore the relevance of this system for land-use and transport planning and distil wider implications for the international debate.     

Restricted car-use and perceived accessibility

In order to plan for, and achieve, a sustainable and accessible transport system, research and policies alike recognize a need to implement and enhance alternative transport options in favor of the private car. Moreover, these sustainable alternatives need to offer sufficient levels of accessibility regardless of where people live or work. We present and discuss an approach for capturing and evaluating perceived accessibility, with the ability to differentiate between individuals. Levels of perceived accessibility are compared before and after a fictive car use restriction, and between residential areas, using data from 2711 residents of Malmö, Sweden. A main conclusion is that levels of perceived accessibility become significantly lower for car users when they are limited in their options for daily travel. The difference is more substantive for frequent car users, who already travel less by sustainable modes today. There are also significant differences in levels of perceived accessibility in the restricted scenario, depending on where individuals live. These novel findings may not come as a surprise, but they emphasize the importance of including and analyzing perceptions of car users when designing accessible and sustainable transport systems. The paper ends with a discussion on how to facilitate the transition from current transport systems to an inclusive and accessible system.     

Latent lifestyle and mode choice decisions when travelling short distances

In the quest for sustainable travel, short distances appear the most amenable to curbing the use of the automobile. Existing studies about short trips evaluate the potential of shifting from the automobile to sustainable travel options while considering the population as homogeneous in its preferences and its tendency to accept these alternative travel options as realistic. However, this assumption appears quite unrealistic and the current study offers a different perspective: the mode choices when travelling short distances are likely related to lifestyle decisions. Short trip chains of a representative sample of the Danish population in the Copenhagen Region were analysed, and more specifically a latent class choice model was estimated to uncover latent lifestyle groups and choice specific travel behaviour. Results show that four lifestyle groups are identified in the population: car oriented, bicycle oriented, public transport oriented and public transport averse. Each lifestyle group has specific perceptions of travel time (with extremely different rates of substitution between alternative travel modes), transfer penalties in public transport trip chains, weather influence (especially on active travel modes), and trip purpose effect on mode selection. Consequently, when thinking about measures to increase the appeal of sustainable travel options, decision-makers should look at specific individuals within the population and more sensitive individuals to comfort and level-of-service improvements across the lifestyle groups.     

Functional requirements for inclusive transport

Transport related social exclusion is one aspect of people with disabilities’ marginal position in economic, social and civic life. This study aims at presenting main tendencies in empirical research on transport and disability, and therein defining functional requirements that transport solutions must comply with in order to facilitate social inclusion. Based on review of thirty-four empirical studies, this study presents eight functional requirements for inclusive transport. Aspects of each requirement are described and links to social exclusion are explored. Further, the strengths and limits of the review as well as relevance for practice is discussed. Although the study is limited to research in English and Scandinavian languages, the authors believe that the transferability of the results beyond the geographical scope of this study is not challenged by the requirements themselves, but rather to what degree and in what ways these requirements are championed and pursued. The functional requirements are defined without reference to particular travel purposes or mode of transport and represent a systematic approach for making discretional assessment of transport solutions.

     

Investigation and analysis of evidence of asymmetric churn in travel demand models

There is a large amount of research work that has been devoted to the understanding of travel behaviour and for the prediction of travel demand and its management. Different types of data including stated preference and revealed preference, as well as different modelling approaches have been used to predict this. Essential to most travel demand forecasting models are the concepts of utility maximisation and equilibrium, although there have been alternative approaches for modelling travel behaviour. In this paper, the concept of asymmetric churn is discussed. That is travel behaviour should be considered as a two way process which changes over time. For example over time some travellers change their mode of travel from car to bus, but more travellers change their mode from bus to car. These changes are not equal and result in a net change in aggregate travel behaviour. Transport planners often aim at producing this effect in the opposite direction. It is important therefore to recognise the existence of churns in travel behaviour and to attempt to develop appropriate policies to target different groups of travellers with the relevant transport policies in order to improve the transport system. A data set collected from a recent large survey, which was carried out in Edinburgh is investigated to analyse the variations in departure time choice behaviour. The paper reports on the results of the investigation.     

The mobility and accessibility expectations of seniors in an aging population

Populations of post-industrial nations are aging. With a growing number of people living well into their 80s and maintaining active lives, the transportation system will have to start focussing more closely on understanding their mobility and accessibility needs, so as to ensure that specific requirements of this large segment are not being ignored through the promotion of traditional ‘solutions’ and historical assumptions. This paper takes a close look at the evidence on the mobility needs and travel patterns of individuals over 64, distinguishing between the “young” elderly (aged 65–75 years) and the “old” elderly (over 75 years). This distinction is particularly useful in recognising the threshold of health change that impacts in a non-marginal way on mobility needs. This distinction also focuses transport planning and policy on a commitment to understanding the different needs of these sub-groups of the population, identifying services and facilities that better cater for these groups. We review the evidence, in particular, on the mobility characteristics of the over 75 years age group, including how they secure support through migration and settlement patterns. We use the empirical evidence from a number of western nations to identify the role of conventional and specialised public transport as an alternative to the automobile in meeting mobility and accessibility needs.     

Public transport demand: dynamic panel model analysis

This paper presents an original essay that explains the mobility behaviour towards the public transport supply in Tunisia. This research aims to determine the key variables affecting an individual’s decision to travel by public transport and explains how the use of these means fits the mobility strategies. The dynamic panel model is applied to twelve Tunisian Regional companies, where we aim to analyze the behaviours of Tunisian citizens in the regions where Regional Transport Companies ensure the total service supply of urban, interurban and suburban public transport of travellers. The results show that mobility behaviours are subject to various variables. In particular, service quality, mean price and active population are the most significant variables regarding public transport demand in Tunisia.