Assessing the financial and social costs of public transport in differing operating environments and with endogenous demand

This paper uses a previously developed spreadsheet cost model which simulates public transport modes operated on a 12-km route to analyse the total costs of different passenger demand levels. The previous cost model was a very powerful tool to estimate the social and operator costs for different public transport technologies. However, as the model is strategic, some basic assumptions were made which are relaxed in this paper. First, the speed-flow equation in the original spreadsheet model assumes that speed decreases according to the ratio of the current frequency and the lane capacity which is based on the safety headway without taking into account passenger boardings. However, this may vary in different operating environments. Therefore, the speed-flow equation is improved by moving from a linear equation to a piecewise equation that considers the features of different operating environments. Second, the model assumes that supply is sufficient to meet demand. However, when the level of demand is high for the lower-capacity public transport technologies, passengers may find the incoming vehicle full and therefore, they have to wait more than one service interval. This paper applies queuing theory to investigate the probability of having to wait longer than the expected service headways which will affect the average passenger waiting time. The extra waiting time for each passenger is calculated and applied in the spreadsheet cost model. Third, the original model assumed that demand was externally fixed (exogenous). To evaluate the differences after applying these equations, endogenous demand rather than exogenous demand will be investigated by using the elasticities for passenger waiting time and journey time.     

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.     

Flexible feeder transit route design to enhance service accessibility in urban area

To improve the accessibility of transit system in urban areas, this paper presents a flexible feeder transit routing model that can serve irregular‐shaped networks. By integrating the cost efficiency of fixed‐route transit system and the flexibility of demand responsive transit system, the proposed model is capable of letting operating feeder busses temporarily deviate from their current route so as to serve the reported demand locations. With an objective of minimizing total bus travel time, a new operational mode is then proposed to allow busses to serve passengers on both street sides. In addition, when multiple feeder busses are operating in the target service area, the proposed model can provide an optimal plan to locate the nearest one to response to the demands. A three‐stage solution algorithm is also developed to yield meta‐optimal solutions to the problem in a reasonable amount of time by transforming the problem into a traveling salesman problem. Numerical studies have demonstrated the effectiveness of the proposed model as well as the heuristic solution approach. Copyright © 2015 John Wiley & Sons, Ltd.     

Use characteristics and demographics of rural transit riders: a case study in Tennessee

Intercity bus (ICB), deviated fixed route transit (DFRT) and demand responsive transit (DRT) are three major modes of rural public transportation. This paper focuses on the characteristics and motivations of DFRT and DRT riders, compared to non-riders, in Tennessee. A rural DFRT rider survey, a rural DRT rider survey and a rural (non-rider) resident survey were performed. It is found that DFRT and DRT riders have similar demographics to ICB riders. The most common trip purpose for DFRT and DRT passengers is medical care, which is different from ICB trips. Ninety percent of the riders have difficulty finding alternative transportation modes, suggesting they are captive riders, not choice riders. Regression results indicate that people choosing transit modes tend to have lower personal and household income, own fewer cars, to not be homeowners, and be of non-white race. Rural residents who receive more education are more likely to be open-minded to use rural transit.     

A framework to evaluate policy options for supporting electric vehicles in urban freight transport

Electric vehicles (EVs) are considered as a feasible alternative to traditional vehicles. Few studies have addressed the impacts of policies supporting EVs in urban freight transport. To cast light on this topic, we established a framework combining an optimization model with economic analysis to determine the optimal behavior of an individual delivery service provider company and social impacts (e.g., externalities and welfare) in response to policies designed to support EVs, such as purchase subsidy, limited access (zone fee) to congestion/low-emission zones with exemptions for EVs, and vehicle taxes with exemptions for EVs. Numerical experiments showed that the zone fee can increase the company’s total logistics costs but improve the social welfare. It greatly reduced the external cost inside the congestion/low-emission zone with a high population, dense pollution, and heavy traffic. The vehicle taxes and subsidy were found to have the same influence on the company and society, although they have different effects with low tax/subsidy rates because their different effects on vehicle routing plans. Finally, we performed a sensitivity analysis. Local factors at the company and city levels (e.g., types of vehicle and transport network) are also important to designing efficient policies for urban logistics that support EVs.     

Generalized transport costs and index numbers: A geographical analysis of economic and infrastructure fundamentals

We rely on the economic theory approach to index numbers to improve the existing definitions and decompositions of variations in generalized transport costs (GTCs). As a value index, we decompose GTCs into price and quantity indices associated to economic—market—costs and infrastructure variables—distance and time within a network. The methodology allows the accurate identification of the sources of GTCs decline. We illustrate it for the case of road freight transportation in Spain between 1980 and 2007 and at a highly detailed geographical level. Average GTCs weighted by trade flows have decreased by 16.3%, with infrastructure driving that reduction. We find large territorial disparities in GTCs, but also significant geographical clusters where the market and network indices show spatial association.     

Car ownership and public transport use: Revisiting the interaction

At the beginning of the 1980s, it seemed that a consensus was emerging among researchers that public transport service levels, fares or quality had a small but possibly important effect on car ownership, and that this should be taken into account for those purposes where car ownership forecasts are used for developing policy on public transport or roads. Somehow, the findings faded away, and had little effect on policy thinking or on analytical techniques. The results of six surveys carried out in South Yorkshire over the period 1972 to 1991, during which there were extreme changes in public transport policy, tend to support a prima facie case for reopening the question. At the household level, car ownership rates are shown to be more volatile than is often assumed, especially in multiple car households. This volatility provides a context within which the quality of public transport provision appears to influence both the level of car ownership and the relationship between changes in the level of car ownership and changes in public transport use.     

The asymmetric effects of income and fuel price on air transport demand

Forecasts of passenger demand are an important parameter for aviation planners. Air transport demand models typically assume a perfectly reversible impact of the demand drivers. However, there are reasons to believe that the impacts of some of the demand drivers such as fuel price or income on air transport demand may not be perfectly reversible. Two types of imperfect reversibility, namely asymmetry and hysteresis, are possible. Asymmetry refers to the differences in the demand impacts of a rising price or income from that of a falling price or income. Hysteresis refers to the dependence of the impacts of changing price or income on previous history, especially on previous maximum price or income. We use US time series data and decompose each of fuel price and income into three component series to develop an econometric model for air transport demand that is capable of capturing the potential imperfectly reversible relationships and test for the presence or absence of reversibility. We find statistical evidence of asymmetry and hysteresis – for both, prices and income – in air transport demand. Implications for policy and practice are then discussed.     

Public responses to policies designed to internalise environmental and social externalities from road transport in New Zealand

Based on a public survey of registered voters, we explore four options for internalising the social and environmental costs of road transport. The options were presented together with generalised factual information about their benefits and costs. Respondents are highly supportive of fuel use efficiency standards and exhaust gas quality standards, with lesser support for proposed initiatives of road user charges and speed reduction. Demographic analysis of responses enables identification of those who might favour or oppose particular options. In this case women are identified as being strongly supportive of the speed reduction option.     

Modelling public transport on‐board congestion: comparing schedule‐based and agent‐based assignment approaches and their implications

Transit systems are subject to congestion that influences system performance and level of service. The evaluation of measures to relieve congestion requires models that can capture their network effects and passengers' adaptation. In particular, on‐board congestion leads to an increase of crowding discomfort and denied boarding and a decrease in service reliability. This study performs a systematic comparison of alternative approaches to modelling on‐board congestion in transit networks. In particular, the congestion‐related functionalities of a schedule‐based model and an agent‐based transit assignment model are investigated, by comparing VISUM and BusMezzo, respectively. The theoretical background, modelling principles and implementation details of the alternative models are examined and demonstrated by testing various operational scenarios for an example network. The results suggest that differences in modelling passenger arrival process, choice‐set generation and route choice model yield systematically different passenger loads. The schedule‐based model is insensitive to a uniform increase in demand or decrease in capacity when caused by either vehicle capacity or service frequency reduction. In contrast, nominal travel times increase in the agent‐based model as demand increases or capacity decreases. The marginal increase in travel time increases as the network becomes more saturated. Whilst none of the existing models capture the full range of congestion effects and related behavioural responses, existing models can support different planning decisions. Copyright © 2016 John Wiley & Sons, Ltd.     

Rethinking the links between social exclusion and transport disadvantage through the lens of social capital

This paper provides a critical review of the progress in understanding the linkages between transport disadvantage and social exclusion. It follows earlier work in proposing social capital as a concept that mediates those linkages but argues that transport researchers must not confine themselves to conceptualisations of social capital as predominantly benign and capable of reducing transport disadvantage and social exclusion. A range of hypothetical pathways is discussed, highlighting the Janus-faced character of social capital as a medium for both the effectuation of progressive social change and the perpetuation and creation of social inequalities. An analysis is provided of the extent to which the recent transport-related literature supports or rejects the hypothesised pathways, and key avenues for future research are identified.     

Assessing the cost of transfer inconvenience in public transport systems: A case study of the London Underground

Few studies have adequately assessed the cost of transfers² in public transport systems, or provided useful guidance on transfer improvements, such as where to invest (which facility), how to invest (which aspect), and how much to invest (quantitative justification of the investment). This paper proposes a new method based on path choice,³ taking into account both the operator’s service supply and the customers’ subjective perceptions to assess transfer cost and to identify ways to reduce it. This method evaluates different transfer components (e.g., transfer walking, waiting, and penalty) with distinct policy solutions and differentiates between transfer stations and movements.The method is applied to one of the largest and most complex public transport systems in the world, the London Underground (LUL), with a focus on 17 major transfer stations and 303 transfer movements. This study confirms that transfers pose a significant cost to LUL, and that cost is distributed unevenly across stations and across platforms at a station. Transfer stations are perceived very differently by passengers in terms of their overall cost and composition. The case study suggests that a better understanding of transfer behavior and improvements to the transfer experience could significantly benefit public transport systems.     

Estimation of a route choice model for urban public transport using smart card data

This paper describes a logit model of route choice for urban public transport and explains how the archived data from a smart card-based fare payment system can be used for the choice set generation and model estimation. It demonstrates the feasibility and simplicity of applying a trip-chaining method to infer passenger journeys from smart card transactions data. Not only origins and destinations of passenger journeys can be inferred but also the interchanges between the segments of a linked journey can be recognised. The attributes of the corresponding routes, such as in-vehicle travel time, transfer walking time and to get from alighting stop to trip destination, the need to change, and the time headway of the first transportation line, can be determined by the combination of smart card data with other data sources, such as a street map and timetable. The smart card data represent a large volume of revealed preference data that allows travellers' behaviour to be modelled with higher accuracy than by using traditional survey data. A multinomial route choice model is proposed and estimated by the maximum likelihood method, using urban public transport in ?ilina, the Slovak Republic, as a case study     

Tales on the dark side of the transport infrastructure provision: a systematic literature review of the determinants of cost overruns

ABSTRACT

Cost overruns are an endemic feature of the provision of transport infrastructure worldwide. In recent decades, a considerable amount of studies has been devoted to assessing the magnitude and determinants of cost overruns in the transportation sector. However, the empirical findings are scattered between different strands of literature, ranging from the fields of construction engineering and management to that of applied economics. To shed light on the determinants of cost overruns in the execution of transport infrastructure projects, we conduct a systematic review of the empirical literature on the topic. Of the 945 articles retrieved, 26 articles published between 2000 and 2016 meet our inclusion criteria. For them, we describe the different empirical approaches, we provide a classification of the determinants employed in the analyses and summarise their impact on cost overruns. Finally, we suggest some directions for further research in the field.     

Policy options to support the adoption of electric vehicles in the urban environment

In this paper we discuss the effectiveness, efficiency and feasibility of policy measures that cities may adopt to stimulate the uptake and use of electric vehicles. Our analysis is based on an expert workshop in which municipal policy-makers used a group decision room system to exchange their experiences with electric vehicle related policies. We distinguish six categories of measures: supporting citizens and businesses, supporting charging-infrastructure build up, regulatory measures, raising awareness, government as lead user, and governing the transition with other levels of government. We find two feasible policy mixes of effective and efficient measures, one for cities that strive to be among the global frontrunners and one of no-regret policies that any city should adopt, if it wants to stimulate electric mobility.     

Automating a framework to extract and analyse transport related social media content: The potential and the challenges

Harnessing the potential of new generation transport data and increasing public participation are high on the agenda for transport stakeholders and the broader community. The initial phase in the program of research reported here proposed a framework for mining transport-related information from social media, demonstrated and evaluated it using transport-related tweets associated with three football matches as case studies. The goal of this paper is to extend and complement the previous published studies. It reports an extended analysis of the research results, highlighting and elaborating the challenges that need to be addressed before a large-scale application of the framework can take place. The focus is specifically on the automatic harvesting of relevant, valuable information from Twitter. The results from automatically mining transport related messages in two scenarios are presented i.e. with a small-scale labelled dataset and with a large-scale dataset of 3.7 m tweets. Tweets authored by individuals that mention a need for transport, express an opinion about transport services or report an event, with respect to different transport modes, were mined. The challenges faced in automatically analysing Twitter messages, written in Twitter’s specific language, are illustrated. The results presented show a strong degree of success in the identification of transport related tweets, with similar success in identifying tweets that expressed an opinion about transport services. The identification of tweets that expressed a need for transport services or reported an event was more challenging, a finding mirrored during the human based message annotation process. Overall, the results demonstrate the potential of automatic extraction of valuable information from tweets while pointing to areas where challenges were encountered and additional research is needed. The impact of a successful solution to these challenges (thereby creating efficient harvesting systems) would be to enable travellers to participate more effectively in the improvement of transport services.     

Implications of the cost of public funds in public transit subsidization and regulation

This paper identifies some implications of the cost of public funds (CF) in public transit subsidization and regulation. Regulation is considered because a monopolistic operator is assumed. A social welfare maximization model is proposed, subject to individual rationality and vehicle capacity constraints. Optimality conditions are provided and a key formula is derived about CF’s role in balancing the need to cover the fixed operation cost through fares on the operator’s side and the effort to maintain the user surplus on the passengers’ side. Major findings from this model’s formulation include: (1) CF determines the extent to which the passengers’ surplus is compromised in order to cover the fixed part of the operating cost, and (2) subsidy is unjustified when CF exceeds the critical shadow price of the financial constraint. Analytical relations are illustrated through numerical examples.     

Quality of institutions and private participation in transport infrastructure investment: Evidence from developing countries

In recent decades, owing to a series of public debt crises and constraints on government expenditure, infrastructure investment has dropped significantly in both developed and developing countries. To counterbalance this trend, Public–Private Partnerships (PPPs) schemes have been increasingly adopted. In this paper, we explore the determinants of the degree of private participation in transport infrastructure projects in a large sample of developing countries. By using a large sample of transport projects included in the World Bank Private Participation in Infrastructure Projects database, we document that greater participation by private parties in PPP contracts is associated with better institutions in terms of lower corruption, civil freedom, and a better regulatory framework.     

Assessing social equity in distance based transit fares using a model of travel behavior

The goal of this study is to develop and apply a new method for assessing social equity impacts of distance-based public transit fares. Shifting to a distance-based fare structure can disproportionately favor or penalize different subgroups of a population based on variations in settlement patterns, travel needs, and most importantly, transit use. According to federal law, such disparities must be evaluated by the transit agency, but the area-based techniques identified by the Federal Transit Authority for assessing discrimination fail to account for disparities in distances travelled by transit users. This means that transit agencies currently lack guidelines for assessing the social equity impacts of replacing flat fare with distance-based fare structures. Our solution is to incorporate a joint ordinal/continuous model of trip generation and distance travelled into a GIS Decision Support System. The system enables a transit planner to visualize and compare distance travelled and transit-cost maps for different population profiles and fare structures. We apply the method to a case study in the Wasatch Front, Utah, where the Utah Transit Authority is exploring a switch to a distance-based fare structure. The analysis reveals that overall distance-based fares benefit low-income, elderly, and non-white populations. However, the effect is geographically uneven, and may be negative for members of these groups living on the urban fringe.     

Environmental impacts of transformative land use and transport developments in the Greater Beijing Region: Insights from a new dynamic spatial equilibrium model

This paper reports the insights into environmental impacts of the ongoing transformative land use and transport developments in Greater Beijing, from a new suite of dynamic land use, spatial equilibrium and strategic transport models that is calibrated for medium to long term land use and transport predictions. The model tests are focused on urban passenger travel demand and associated emissions within the municipality of Beijing, accounting for Beijing’s land use and transport interactions with Tianjin, Hebei and beyond. The findings suggests that background trends of urbanization, economic growth and income rises will continue to be very powerful drivers for urban passenger travel demand across all main modes of transport beyond 2030. In order to achieve the dual policy aims for a moderately affluent and equitable nation and reducing the absolute levels of urban transport emissions by 2030, road charging and careful micro-level coordination between land use, built form and public transport provision may need to be considered together for policy implementation in the near future.