Transport problems that matter - social and psychological links to transport disadvantage

This paper presents an analysis exploring self-reported measures of transport disadvantage and how these relate to social exclusion and well-being in Melbourne, Australia. A sample of 535 individuals sourced from a household survey explores ratings of 18 types of transport problems. The questionnaire also measured social exclusion represented in five dimensions including income, unemployment, political engagement, participation in activities and social support networks. Well-being was also measured adopting standard psychological measures of ‘Satisfaction with Life’, ‘Personal Well-being Index,’ ‘Positive Affect’ and ‘Negative Affect’.A factor analysis of self-reported transport difficulties identified four statistically significant sub-scales (‘transport disadvantage’, ‘transit disadvantage’, ‘Vulnerable/Impaired’ and ‘rely on others’) which together account for 57% of the variance in the responses.Analysis established that those with high self-reported transport problems were more likely to be located in fringe and remote parts of the city and lived in areas where it was not possible to walk to a local shop. However all groups made an average number of trips per day (except the ‘Vulnerable/Impaired’ group which make fewer trips) suggesting that self-reported transport disadvantage is unrelated to realised mobility. Analysis further established that only the ‘Vulnerable/Impaired’ group was associated with social exclusion and that they also had the lowest values of well-being compared to other groups.Overall findings confirm the methodological concerns associated with the use of self-reported measures of transport problems as a basis for defining transport disadvantage. The majority of those with high self-reported transport problems did not travel less than the survey sample as a whole and they were not associated with social exclusion. However the ‘Vulnerable/Impaired’ group was the exception, displaying a significantly higher association with social exclusion and lower well-being.The findings suggest which aspects of transport disadvantage are likely to be of greater concern for social policy. A concentration of research and policy on issues and social groups associated with the ‘Vulnerable/Impaired’ factor would be more effective in reducing social exclusion. Transport problems associated with this group including physical access to transport, knowing where to go and feeling safe from theft or attack when travelling may deserve higher priorities for attention. In addition those associated with the ‘Vulnerable/Impaired’ factor including older retired females and those who are more likely to be looking after someone with an illness or disability are clearly a high risk group and should warrant positive discrimination in transport and social policy.     

Making the connections between transport disadvantage and the social exclusion of low income populations in the Tshwane Region of South Africa

To date, the majority of studies which consider transport from a social exclusion perspective have been conducted in the context of the developed world where both income poverty and lack of transport are relative rather absolute states. In a unique departure from these previous studies, this paper explores the relationship between transport and social disadvantage in the development context, the key difference being that income poverty is absolute and where there is much lower access to both private and public transportation generally. Thus, it seeks to explore whether the concept of social exclusion remains valid, when it is the majority of the population that is experiencing transport and income poverty compared with the minority who do so in advanced economies.The paper is based on a scoping study for the Republic of South Africa Department of Transport (RSA DOT), which primarily involved focus group discussions with a range of socially deprived urban and peri-urban population groups living in the Tshwane region of South Africa. In a second departure from previous studies which consider transport and social disadvantage in the development context, the study takes a primarily urban focus. The rationale for this is that theoretically low income urban settlements do not suffer from the lack of transport infrastructure and motorised transport services in the way that more remote rural areas do. The policy issue is therefore less a question of addressing a deficit in supply and more one of addressing particular aspects of public transit service failure, which are more readily amenable to relatively low cost, manageable, small-scale national and local policy interventions.A primary aim for the study was to reinvigorate cross-government debate of these issues in the hope of breaking South African government’s long-standing and persistent policy inertia in the delivery of equitable and socially sustainable urban transport systems.     

Transport policy instruments and transport-related social exclusion in rural Republic of Ireland

One of the core commitments of rural development is to ensure social integration whereby all people get the opportunity to realise their full human potential. Despite this, there is still poor regard given to how people live and work in rural areas and how economic and social policies impact on their quality of life. Using the example of the Republic of Ireland, this paper explores how rural development policies are being undermined by other policy instruments (specifically transport) which have a contradictory impact and, rather than relieve rural disadvantage, further compound the exclusion of some sectors of rural society. Assessing rural development and transport policy instruments; trends emerging from the most recent 2002 Census Data; and case study evidence relating to the rural transport initiative (RTI) in the Republic of Ireland, this paper confirms the lack of integrated policy thinking and in some circumstances the exacerbation of further rural disadvantage.     

Investigating links between transport disadvantage,social exclusion and well-being in Melbourne—Preliminary results

This paper summarises preliminary results of a study to extend knowledge associated with social exclusion and transport by quantifying social and behavioural implications of lack of public transport and the nature of the social well-being benefits associated with improving services. Metropolitan results are outlined including methodologies exploring the distribution of transport disadvantage in Melbourne, Australia and how this relates to public transport services. An exploration of high car ownership for groups on low income is also presented. Gaps in coverage of public transport are identified and future research outlined.     

Mobilities of the periphery: Informality,access and social exclusion in the urban fringe in Colombia

The relationship between transport, poverty and social exclusion has increasingly held an important place in both research and policy agendas, particularly in industrialised countries. While this has helped consolidate an emerging body of theory concerned with the social consequences of mobility, our understanding of these dynamics in the context of high vulnerability and poverty in the Global South is still relatively undeveloped. Through the case of Soacha, a municipality adjacent to Colombia's capital, Bogotá, this paper explores travel strategies in a context of scarce provision of transport which, when combined with acute conditions of low-income and segregation, limit vulnerable populations' access to the city. The travel practices, perceptions and priorities of low-income populations in deprived areas of the Global South are analysed, using a framework of transport-related social exclusion, to critically examine the elements that play a role in gaining access to the city. The emergence of adaptable methods, relations and transactions between demand and supply that allows deprived populations to reduce their risk of becoming socially excluded show potential for conceptual and practical development in addressing and analysing transport-related social exclusion.     

Exploring public transport equity between separate disadvantaged cohorts: a case study in Perth,Australia

This paper explores the equity distribution of public transport for three separate disadvantaged cohorts including elderly residents, low-income households and no-car households for Perth, Western Australia. It also undertakes a city-wide equity analysis of Perth and compares this with a published analysis for Melbourne. Overall the public transport distribution of the three socially disadvantaged groups was identified to be less equitable when compared to the population as a whole. The elderly had the most inequitable distribution of population relative to other cohorts. Perth’s population exhibits a 0.52 Gini coefficient suggesting a relatively unequal spatial distribution of services to the population. However, this is much better than Melbourne (at 0.68). Results imply that 70% of Perth’s population have only 33% of services supplied, whilst in Melbourne this figure was 19%. Policy implications and areas for future research in this field were identified.     

Social exclusion, location and transport disadvantage amongst non-driving seniors in a Melbourne municipality, Australia

Over the past decade, researchers have refocused their attention upon the interconnection between locationally disadvantaged communities and poor transport services in order to better understand social exclusion. Limited access to private and public transport has often been identified as a major contributing factor to social isolation and economic poverty that certain groups in the community experience. To date, an insufficient amount of research attention has focused on the elderly or seniors, who are often identified as being subject to social exclusion because of difficulties associated with travelling outside their homes to access services and facilities especially for non-car drivers. Moreover, a disproportionate amount of research undertaken on transport related forms of social exclusion in Australia has understandably looked towards the outskirts of its major urban centres, where services and facilities are sparsely located and generally only accessible by car. This paper provides a different insight by analysing a middle distant municipality where large spatial concentrations of seniors are to be found, some of whom do not have ready access to a car or have difficulty accessing the public bus service. Using a variety of data sources for a municipality in Melbourne, this case study reveals that social exclusion of non-car driving seniors is reinforced by a regional public transport system that cannot adequately service the entire municipality. For now, the incidence of locational and transport related disadvantage is restricted to small pockets of the municipality, but as seniors age and surrender their car driving licences this problem could become more serious. The study concludes by calling for more analyses to be undertaken into transport engendered social exclusion if this problem is to be contained as the post-war baby-boomers generation ages across most of the middle suburbs of Australian cities.     

Identifying dimensions of exclusion from a BRT system in a developing country: a content analysis approach

To date, transport exclusion has largely been approached from an accessibility perspective, developing place- and individual-based measures. However, these measures present a weakness in that they typically capture aggregate patterns. To address this disadvantage, in this paper, social-based measures to transport exclusion from a media perspective are explored. The objective is to analyze the content of a transport-related blog initiated by a local newspaper in the city of Cali, Colombia to determine if any potential indicators of social exclusion can be gleaned from this source. A two-step content analysis is performed on the entries to determine if indicators are present that may be a current source of exclusion, or that may potentially cause individuals to exclude themselves from the system. Findings reveal that bloggers made reference to geographic, time, and fear-based exclusionary dimensions, as well as personal and societal. Such a forum thus holds the potential to inform policy makers of enhancements that can be made to the system that help make it more socially inclusive. The study is unique in its developing country setting where public participation in transport planning is rare.     

Dynamics of transport and social exclusion: Effects of expensive driver's license

This study explores the interface between the theme of “transport-related social exclusion” and resource allocation in a household. The study posits the “license to drive” as a skill which affects the family as a whole. The consequences of expensive driver's license (DL) within the domain of family structure, gender and its implications for the non-western immigrants in Norway are discussed. Further we analyse how decision-making within a family and the tenets of social exclusion are therefore affected both by the availability of public transport and price of procuring a driving license in the Norwegian context. Through assessing the linkages between expensive driver's license and its substitution elasticity by public transport, we arrive at a surprising possibility that for high values on both factors, an additional increase to the substitution elasticity (improved public transport) may lead to further social exclusion for certain groups through a denied access to driver's license.     

Quantifying spatial gaps in public transport supply based on social needs

This paper concerns a research project to identify spatial gaps in public transport provision for people who are socially disadvantaged. The paper outlines the research context for measurement of public transport supply and needs, and then describes the methodology developed for an application in Melbourne, Australia. Results of the application are described including key findings on spatial gaps in services relative to social needs. The research identifies significant gaps between services supplied and social needs for transport services. Consistency of these findings with research in other Australian cities are noted. Implications for policy development are suggested.     

Accessibility,mobility, and realized travel behavior: Assessing transport disadvantage from a policy perspective

Limited accessibility and mobility can result in decreased quality of life and well-being, as well as social exclusion. In the United States (U.S.), rural and small urban communities suffer from transport disadvantage due to a lack of transit and a low density of employment, education, recreation, and other opportunities. While the international literature has produced a number of methods and frameworks to assess transport disadvantage and its impacts, the U.S. has lagged behind in providing pertinent studies. The objective of this paper is to establish comprehensive measures that can support the identification, evaluation, and quantification of transport disadvantage in U.S. rural and small urban communities, considering both data availability and the unique characteristics of the U.S. The concept of transport disadvantage in this paper denotes the disadvantage of a specific population group or area that results from a difficulty accessing transportation and/or opportunities. To achieve this objective, this paper develops a spatial multi-perspective approach to account for the three essential elements of transport disadvantage: accessibility, mobility, and realized travel behavior.The developed approach provides an assessment of transport needs and need gaps that can be of benefit to small urban and rural communities and their planning practices, as well as to transport providers. The analysis in this paper suggests that—from a policy perspective—a combination of measures that account for all three essential elements of transport disadvantage should be considered, because the results of each measure complement those of the others. This paper illustrates the proposed approach using a case study of Indiana. The findings suggest that a great part of rural and small urban Indiana presents a low density of opportunities and that transport-disadvantaged residents of such areas might experience the impacts of low transit supply as well. In addition, the findings suggest that residents of rural and small urban areas travel longer distances on their day-to-day activities.This paper attempts to advance the national research pertaining to transport disadvantage and provide a framework that can support planning and policy decisions at the community as well as at the state level.     

Examining transport needs in the global south using a screening framework

Despite the increasing emphasis on the social aspects of transport externalities in the global agenda of public policies (UN, 2016), transport appraisals (ex-ante) are still strongly driven by economic and environmental analysis only (Geurs et al. 2009; Jones and Lucas 2012). In this context, the goals targeting poverty reduction and social well-being promotion become fundamentally undermined when the social impacts are overlooked in the decision-making process of transport development (Vasconcellos 2003; World Bank 2006; Jones and Lucas 2012; Jones et al. 2013).Hence, in a context where the transport-related needs have been either disregarded, not fully captured, or addressed by subjective approaches, the proposition of an objective and well-grounded screening framework of transport needs can play a pivotal role in making transport planning more socially inclusive. The framework that is proposed applies the Analytic Hierarchy Process (AHP) and spatial autocorrelation techniques to provide tools and evidence-based guidelines that can guide transport interventions in Northeast Brazil to become more effective in reducing poverty. While the socially driven framework that is outlined here focuses on the transport needs of Northeast Brazil, it can also be replicated in other developing countries facing similar socio-economic and transport challenges. The results show that different regions of Northeast Brazil suffer differently from externalities and that sub-regional analysis is needed.     

Local accessibility inequalities and willingness to walk in Latin-American cities: Findings from Medellín,Colombia

As planning for accessibility is becoming a priority for most cities, policies encouraging short-distance traveling and the use of active modes of transport are gaining force. Emphasizing short-distance travel and localized practices can produce positive sustainable outcomes, but in order to design proper public policies, a deeper understanding of the determinants of this mobility of proximity is still needed. This paper uses mobility data from the city of Medellín, Colombia, to examine the role of local accessibility and the proximate scale in the city's everyday mobility. The analysis aimed at testing whether significant efforts on improving local conditions and fostering local mobility would help to improve social exclusion and transport disadvantage situations by alleviating the need of motorized and long-distance transport. Unlike most traditional analysis, proximity is not defined by Euclidian distance but instead using travel and modal choice variables. Results show the relevance of socioeconomic variables at determining travel behaviors as well as the importance of local accessibility for social groups in situations of transport disadvantage.     

Participation index: a measure to identify rural transport disadvantage?

This paper develops a composite participation index (PI) to identify patterns of transport disadvantage in space and time. It is operationalised using 157 weekly activity-travel diaries data collected from three case study areas in rural Northern Ireland. A review of activity space and travel behaviour research found that six dimensional indicators of activity spaces were typically used including the number of unique locations visited, distance travelled, area of activity spaces, frequency of activity participation, types of activity participated in, and duration of participation in order to identify transport disadvantage. A combined measure using six individual indices were developed based on the six dimensional indicators of activity spaces, by taking into account the relativity of the measures for weekdays, weekends, and for a week. Factor analyses were conducted to derive weights of these indices to form the PI measure. Multivariate analysis using general linear models of the different indicators/indices identified new patterns of transport disadvantage. The research found that: indicator based measures and index based measures are complement each other; interactions between different factors generated new patterns of transport disadvantage; and that these patterns vary in space and time. The analysis also indicates that the transport needs of different disadvantaged groups are varied.     

Analysis of rural activity spaces and transport disadvantage using a multi-method approach

Current knowledge about the relationship between transport disadvantage and activity space size is limited to urban areas, and as a result, very little is known about this link in a rural context. In addition, although research has identified transport disadvantaged groups based on their size of activity space, these studies have, however, not empirically explained such differences and the result is often a poor identification of the problems facing disadvantaged groups. Research has shown that transport disadvantage varies over time. The static nature of analysis using the activity space concept in previous research studies has lacked the ability to identify transport disadvantage in time. Activity space is a dynamic concept; and therefore possesses a great potential in capturing temporal variations in behaviour and access opportunities. This research derives measures of the size and fullness of activity spaces for 157 individuals for weekdays, weekends, and for a week using weekly activity-travel diary data from three case study areas located in rural Northern Ireland. Four focus groups were also conducted in order to triangulate quantitative findings and to explain the differences between different socio-spatial groups. The findings of this research show that despite having a smaller sized activity space, individuals were not disadvantaged because they were able to access their required activities locally. Car-ownership was found to be an important life line in rural areas. Temporal disaggregation of the data reveals that this is true only on weekends due to a lack of public transport services. In addition, despite activity spaces being at a similar size, the fullness of activity spaces of low-income individuals was found to be significantly lower compared to their high-income counterparts. Focus group data shows that financial constraint, poor connections both between public transport services and between transport routes and opportunities forced individuals to participate in activities located along the main transport corridors.     

Literature review on urban transport equity in transitional China: From empirical studies to universal knowledge

Rapid urbanization and a drastic socioeconomic transition from the centrally planned system to a market system in China provide a rare opportunity of observing urban transport equity. Literature on urban transport equity in Chinese cities is increasing. However, our understanding of urban transport equity in China is dominated by individual empirical studies, and an overall picture remains absent. This paper contributes the first literature review on urban transport equity in transitional China. Two key questions are answered. They are how transport equity is understood and examined in China, and what progress can be made to obtain universal knowledge of urban transport equity. This paper addresses the two questions by engaging with recent theoretical dialogue between the political philosophy of justice and Western transport equity research. This theoretical dialogue reconceptualizes transport equity into the equitable accessibility distribution mediated by institutional architecture to achieve equality of social opportunity among people. Based on a critical review of equity-concerned China transportation research and its reconceptualization, we propose an agenda for furthering urban transport equity research in transitional China. This research agenda calls for a shifted research focus (a) on evaluating the accessibility distribution of specific transport projects and policy, (b) on unpacking the political economy of transitional urban transport governance that determines the triumph/failure of the pro-growth/pro-equity accessibility distribution in the real setting, (c) on tracking the impact of accessibility distribution on disadvantaged groups' socioeconomic status and social mobility and putting forward appropriate policy/institution to improve the accessibility of disadvantaged groups, and (d) on revealing how the emerging social trends (e.g., information technology revolution and the aging society) reshape the individual capability to move/accessibility distribution.     

The impact of transport on social exclusion processes with specific emphasis on road user charging

This paper looks at the ways in which transport can impact on social exclusion processes by examining how the introduction of road user charging may affect residents of Bristol. It gives an overview of the concept of transport and social inclusion/exclusion, describes key themes emerging from DfT-funded research conducted in the city and reflects on the importance of consideration of these themes to the policy's successful implementation. By exploring road user charging from both collective and individual perspectives, the paper illustrates how this congestion charging policy could promote social inclusion.     

Transport and social exclusion: access to higher education in the UK policy context

This paper examines the student experience of transport, within the context of two hitherto distinct discourses. Firstly, the transport and social exclusion discourse, which highlights the role that low mobility plays in the experience of exclusion. Secondly, the widening participation discourse, which emphasises inequitable access to and achievement in higher education (HE) by non-traditional students as a component of social exclusion. The paper reports the results of a series of focus groups, undertaken with current HE students from a diverse range of backgrounds, many of whom may be considered to be non-traditional students. Results suggest that inadequate access to transport is a substantial barrier to access and achievement in HE, for these students. This highlights the influence of transport upon the successful implementation of social policy. Without consideration of transport and the physical accessibility of HE, the aim of increasing and widening participation in HE is unlikely to be realised.     

Growing bus patronage and addressing transport disadvantage—The Melbourne experience

Melbourne's bus network serves two-thirds of the city's population but, until recently, has generally had very poor service levels. The Victorian government has recently embarked on programs to (1) extend a network of premium trunk routes to address a ‘mass transit’ agenda and (2) upgrade local routes to ‘safety net’ minimum service levels, to address a ‘social transit’ agenda (reducing transport disadvantage and social exclusion). The paper reviews recent experience from the service upgrades to assess how effective they have been in terms of these agendas. Analysis of patronage growth trends and the impacts of these upgrade programs suggest reasonable minimum service levels are required to attract new riders in times of modal shift, and are effective at building social capital.     

Accessibility,mobility and transport-related social exclusion

This paper briefly reviews the inexorable rise of the social exclusion policy paradigm and uses an adaptation of Amartya Sen’s theory of entitlement to determine appropriate policy responses. In particular, the promotion by the UK Department for Transport of accessibility planning is examined. Although this initiative is not totally without merit, the resulting analysis may be too aggregate, both spatially and socially. The weakness of such an approach is that transport-related social exclusion is not always a socially and spatially concentrated process. Instead we suggest a matrix of area accessibility, area mobility and individual mobility as a possible schema for identifying concentrated and scattered manifestations of social exclusion and inclusion and for suggesting appropriate policy responses. This schema helps produce a more spatially and socially differentiated conceptualisation of social exclusion, helps identify policy responses and most critically highlights that the problems of the socially excluded immobile should not be analysed in isolation from the socially included mobile.