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.     

Measuring access to urban centres in rural Northeast Brazil: A spatial accessibility poverty index

This study proposes two innovative methods to measure transport-related exclusion in rural areas caused by the lack of access to basic opportunities (e.g. healthcare, education, jobs, etc). The Spatial Accessibility Poverty (SAP) indices, that are developed, are tailored for rural areas of the Global South and particularly illustrated in a case study in Northeast Brazil, where spatial data is most scarce. Gravity-based models are proposed based on travel impedance methods derived from i) Friction surface datasets, and ii) Kernel density maps. The spatial information is then aggregated at a municipality level creating indices that conjugate factors of severity and extent of SAP. The findings show that factors like deprivation of housing facilities (electricity and sanitation) and low population density are associated with critical SAP levels. The results also point out to higher prevalence of SAP in inner areas than the coastal areas of Northeast Brazil. The sensitivity analysis shows how data-poor contexts present a particularly complex environment to develop robust SAP measures. The findings emphasise the importance of considering sensitivity analysis and complementary factor analysis when applying SAP indicators for planning transport and for action prioritisation purposes. Since access to services and opportunities has been claimed to be a key difference between those who have escaped chronic poverty those still trapped in it, SAP indicators tailored to areas where poverty is most spread are of primary importance to promote a new standard of transport development strongly committed to eradicating poverty.     

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.     

Using principles of justice to assess the modal equity of regional transportation plans

While equity has been an important consideration for transportation planning agencies in the U.S. following the passage of Civil Rights Act of 1964 (Title VI specifically) and the subsequent Department of Transportation directives, there is little guidance on how to assess the distribution of benefits generated by transport investment programs. As a result, the distribution of these benefits has received relatively little attention in transportation planning, compared to transport-related burdens. Drawing on philosophies of social justice, we present an equity assessment of the distribution of accessibility in order to define the rate of “access poverty” among the population. We then apply this analysis to regional transportation plan scenarios from the San Francisco Bay Area, focusing on measures of differences between public transit and automobile access. The analysis shows that virtually all neighborhoods suffer from substantial gaps between car and public transport-based accessibility, but that the two proposed transportation investment programs reduce access poverty compared to the “no project” scenario. We also investigate how access and access poverty rates vary by demographic groups and map low-income communities within access impoverished areas, which could be the subject of further focused investments.     

“The effects of gender transport poverty in Karachi”

Karachi is the economic hub of Pakistan, with an estimated population of 20 million (Khawar, 2017). However, it lacks a systematised public transport service, with few buses and no trains, leaving private bus owners to run poor-quality deregulated services. Although it may be argued that poor service fails to accommodate the needs of the inhabitants of this megacity, women are additionally marginalised by restricted transport services. Men not only have more space allocated to them on public transport but also have the freedom to use alternative and cheaper private modes of transport such as motorbikes and cycles, which are socially discouraged for women. However, there is little literature on the barriers to women's mobility in countries in the Global South, which shows how they are differentially deprived of their agency owing to the cultural norms and gender disparity in transport provision. This paper aims to identify and assess the various aspects of gender transport poverty faced by young working women in Karachi using a quantitative survey. It will broaden the understanding of gender transport poverty in the Global South.     

Transport,urban development and the peripheral poor in Colombia — Placing splintering urbanism in the context of transport networks

In rapidly growing cities the evolution of utility and communication infrastructures has enabled the creation of ‘premium networked spaces’ exclusively for wealthier groups thus deepening already large social inequalities. By the same token, in a context of spatially concentrated income-earning opportunities and other urban functions, as well as limited purchasing power, accessibility to adequate means of connectivity with the rest of the urban fabric can be a determining factor in overcoming conditions of poverty for residents in physically marginal areas.Within the framework of the splintering urbanism thesis, and using the case study of Soacha, a municipality adjacent to Bogotá, Colombia's capital city, we examine the apparent mismatch between the growth of low-income informal settlements in peripheral locations and the development of transport networks in the period 2000–2010. Our aim is to identify the effects on social and spatial marginalisation of an uneven provision of material infrastructures and services for mobility. We identify central elements in the structure of the networks of connectivity between Bogotá and Soacha, highlighting the main gaps that lead to a fragmented set of connections. We develop a set of criteria for planners and policy makers searching for a more informed analysis of transport supply and policy development practice for poor peripheral populations in similar regions and contexts.     

Understanding the travel behaviors and activity patterns of the vulnerable population using smart card data: An activity space-based approach

Understanding the travel behaviors and activity patterns of vulnerable people is important for addressing social equity in urban and transportation planning. With the increasing availability of large-scale individual tracking data, new opportunities have emerged for studying people's travel behaviors and activity patterns. However, the data has not been fully exploited to examine the travel characteristics of vulnerable people and their implications for understanding transport-related disadvantage. This study proposes a methodological framework based on the concept of activity space that enables a comprehensive examination of vulnerable people's spatiotemporal travel characteristics and an investigation of the geographies of transport disadvantage. Using the proposed framework, a case study that investigates the bus activities of the vulnerable population using four-month smart card data is carried out in the city of Wuhu, China. The case study suggests that vulnerable people possess distinct travel behaviors that differ considerably from the mainstream population and that the implications of transport disadvantage, as revealed by the participation in bus activities, vary across different demographic groups and across different spatial contexts. Some of the empirical insights obtained from this study also differ from conclusions drawn from previous studies and will enrich our understandings of vulnerable people's activities. Overall, the paper makes two major contributions. Methodologically, the proposed framework can overcome some of the deficiencies of activity space-based approaches for understanding transport disadvantage and contribute broadly to the studies of travel behaviors and activities patterns using individual-level tracking data. Empirically, the study identifies varying spatial and temporal implications of transport disadvantage associated with different vulnerable groups, which could further shed light on public transit planning and service design.     

Activity-travel behaviour of non-workers belonging to different income group households in Bangalore,India

Non-workers – homemakers, unemployed individuals and the retired – generally have more discretionary time than workers do, and hence, their travel behaviour and response to infrastructure improvements and travel demand management measures are different from that of workers. However, much remains unknown about activity-travel behaviour of non-workers in developing countries. Can we expect similarity between activity participation and travel behaviour of non-workers in different income group households in developing countries? How do the socio-demographic settings in India, for e.g., traditional gender roles and multi-member households, and land use context influence the activity-travel choices of non-workers in different income group households? The present study attempts to answer these questions by presenting a comparative analysis of activity-travel behaviour of non-workers in low-, medium-, and high-income households in Bangalore city, India. Using a primary activity-travel survey data, the study mainly compares the activity-travel behaviour of the three income-groups with respect to various activity-travel indicators. In addition, statistical models of daily out-of-home time allocation, trip chaining, and mode choice behaviour are estimated separately for the three groups to investigate the potential sensitivity of the groups to various factors influencing these behaviour indicators. The study findings suggest that the low-income group non-workers are more mobility-constrained than others, apparent from longer walk trip length and the lower dependency on other modes of transport. The low-income group appears to make more social stops than the other two groups, probably a reflection of social-connections due to the increased dependency on walking. However, the number of recreational and shopping stops made by this group appears to be significantly lower than the other two groups. Further, the influence of mixed residential development on low-income group individuals' maintenance and discretionary activity time allocation decision appears to be insignificant. Overall, the study suggests that future land use planning for Bangalore might ensure that all groups of individuals have equal access (in terms of travel time/distance) to basic facilities.     

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.     

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.     

An innovative transit system and its impact on low income users: the case of the Metrocable in Medellín

The Metrocable in Medellín, Colombia, is an innovative system to improve access to deprived areas located in hilly zones. The idea to use cable cars as feeders to the metro was integrated into an ambitious urban project that, to date, has improved accessibility dramatically for some low-income residents. Using data before and after the project’s implementation, we evaluate the impact on social equity for the population in the zone of influence, considering changes in accessibility to employment and in housing-related costs. The access provided by the project to the main high-employment centres has doubled the number of opportunities that can be reached by the “target population,” even though travel-time savings and costs have seen only small changes. In fact, prior access to the CBD was poor and expensive, but time and costs were reduced with the Metrocable, although this reduction was not equal for all locations in the metropolitan area. In general, we argue that the main benefits, in terms of accessibility that differentiates the areas analysed from those used for comparison, are related to a localised ease of access to specific centres of activity according to the centralised development of the city’s job market along the mass transit lines. In terms of housing costs, we developed a set of difference-in-difference models that considered rent, transport, and public utilities costs; however, none of them have allowed us to conclude that there was a statistically valid relationship between the Metrocable and the changes in costs between the two analysed populations.     

Transportation conditions and access to services in a context of urban sprawl and deregulation. The case of Dar es Salaam

Major deficiencies in urbanisation and transportation systems are reinforcing patterns of social and urban segregation in Dar es Salaam, Tanzania's largest city. Analysis of the 1993 Human Resources Development Survey shows that there are numerous obstacles to the daily travel of the city's inhabitants, notably the poor. These barriers weigh heavily on schedules, complicate access to services ever further, limit the use of urban space, and place considerable pressure on household budgets. Consequently, the poorest individuals tend to retreat into their neighbourhood where the low-quality urban facilities are unable to assist in the development of human and social capital and economic opportunities, the alleviation of poverty or the prevention of social exclusion.     

Assessing the ‘value’ of new transport initiatives in deprived neighbourhoods in the UK

In the context of growing policy awareness in the UK of the links between transport and social exclusion, this paper describes case-study research of four different transport projects funded under the UK Department for Transport's Urban Bus Challenge Fund (UBC) with the specific aim of facilitating social inclusion in the areas they serve. Through surveys and interviews with end-users, the study qualitatively and quantitatively evaluated the value of these new services to local residents in terms of their increased economic opportunities and other quality of life benefits. It also aimed to identify their wider contribution to the renewal and regeneration of the deprived areas they serve through depth interviews with professional local stakeholders.     

Moving towards sustainability? Mobility styles, attitudes and individual travel behaviour

Future scenarios for the transport sector are increasingly confronted with the finite nature of fossil-based resources (petrol, natural gas) and an urgent need for reductions of negative transport-related effects (CO₂ and other exhaust emissions, noise, land consumption). In view of limited technical advances and efficiency improvements, along with growing traffic volumes, behavioural changes towards more sustainable travel futures have attained a crucial importance. This paper will discuss initial results from a 2-year project (funded by the British Economic and Social Research Council - ESRC) which aims to develop the notion of sustainability-related ‘mobility styles’ as a context for applying targeted social marketing policies to specific population segments. Based on ten focus group discussions and a survey of more than 1500 participants in the South West of England, two segmentation approaches are used to identify gaps between different domains of individual travel behaviour and the varying role of attitudes for travel decisions. The results demonstrate the usefulness and limitations of existing segmentation approaches and underline the need for more complex and comprehensive mobility style frameworks as basis for measures aiming at behavioural change towards sustainable mobility.     

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.     

Access to the city: Mobility patterns,transport and accessibility in peripheral settlements of Dar es Salaam

This paper is concerned with access to the city for urban residents living in the periphery of Dar es Salaam, Tanzania. The paper presents an analysis of the mobility practices of residents and investigates the mobility constraints they experience in relation to the limited accessibility provided by the urban transport system. The paper draws upon qualitative interviews with residents in the periphery as well as recently collected travel speed data and offers a unique combination of testimony with GIS-based modelling of overall accessibility. A central finding is the overall importance of regular mobility and access to the city for residents in the periphery. Regular mobility is an ingrained part of residents' livelihood strategies. The majority of households rely on one or more members regularly travelling to central parts of the city in relation to their livelihood activities. The analysis reveals a widespread, near-to-universal, dependence on motorized transportation, with the vast majority depending on public transport. Raster-based modelling of overall accessibility provides an indication of the very high travel times endured by residents in the periphery. The analysis identifies and distinguishes between three overall mode types: 1) Private car, 2) public transport and 3) motorcycle/car combined with public transport. While private cars appear marginally faster, differences in travel times are actually limited. This suggests that travel times are less influenced by mode of transport than by road and traffic conditions and highlights how accessibility problems of peripheral settlements are not easily understood separately from the general dysfunctions of the overall mobility system of city.     

Divergent infrastructure: Uncovering alternative pathways in urban velomobilities

In recent decades, cycling facilities have moved to the forefront of many urban-planning and climate-action initiates. Yet much of the research and policy developments in sustainable transportation are concentrated in high-investment areas, with sparse attention to travel conditions in low-income localities. Drawing from ethnographic methods, this paper explores socio-spatial inequalities and struggles for transportation space within the Mexican bajío. Focusing on the city of Aguascalientes and its outskirts, I explore the implementation of cycling facilities in a context of rapid-freeway expansion, neoliberal restructuring and public-transit divestment. Specifically, this paper analyzes the fragmented implementation of cycling lanes in certain areas of the city, while drawing attention to the experiences of low-income and peri-urban cyclists who operate at the margins of broader motor-vehicle infrastructure. In contexts of widespread spatial exclusions, I suggest that a focus on these commuters' mobility is needed to account for both the planned and inadvertent strategies that they assemble to bypass transportation barriers. What types of temporary bridges, improvised technologies and alternative pathways—what I define as divergent infrastructure—do cyclists configure when standardized systems fail to meet their present needs?     

Measuring individuals' travel behaviour by use of a GPS-based smartphone application in Dar es Salaam,Tanzania

A range of mega-cities in the Global South have started to invest in Bus Rapid Transit (BRT) systems, as a complement or replacement for informal paratransit services, in an effort to improve the mobility and accessibility in the city. Yet, few studies have tried to analyse the impact of such systems on the mobility patterns of cities' residents, in part because traditional travel diary surveys are often too expensive to conduct and unsuitable to capture spatial mobility patterns in fast growing cities with a high level of informality in spatial development. In this study, we analyse the applicability of a new method of data collection, i.e. a GPS-based smartphone application, to capture individuals travel behaviour in fast growing mega-cities in the Global South. Our case study is the city of Dar es Salaam (DES) in Tanzania, where the first BRT line is currently being implemented. In our study, the GPS-based app was used by individuals in DES to record distances, departure times and destinations of their trips. Socio-demographic data of respondents were recorded in short questionnaires. The spatial distribution of the trip patterns shows the mobility demand in both high and less connected areas. The results reveal a variation in departure times, travel destinations and trip distances that are one the one hand spatially limited within neighbourhoods and away from the planned BRT, and on the other hand along major roads connecting to the Central Business District (CBD). The short average distances of the trips (<3 km) reveal the characteristics of paratransit modes. The GPS-based smartphone application provides an opportunity to policy makers to engage deeply with the spatial reality of local communities, as a basis for transport investments and policy improvements as steps towards an integrated public transport system.     

The suburbanization of poverty and changes in access to public transportation in the Triangle Region,NC

During the last 50 years, a number of economic forces led to noteworthy changes in the geography of poverty in the US. Employment decentralization and lack of affordable housing have resulted in many low-income households migrating to suburban areas, and as of today, the majority of the low-income population of metropolitan regions resides in the suburbs. Focusing on the Triangle Region, NC, this study systematically explores the changes in the geography of poverty and transit access over time to better understand how accessibility to transit has changed for the low-income residents. Spatial panel data models are also estimated to investigate the relationship between poverty and transit access at the neighborhood level and how it varies spatially and temporally, while accounting for unobserved heterogeneity and spatial autocorrelation. Results indicate that between 1990 and 2015, the outer-ring suburbs experienced the highest increase in both poverty and transit access, although improvements in transit access were lower in the recently urbanized areas within the outer-ring suburbs. Inner-ring suburbs experienced a substantial rise in poverty rate and low-income population, and a comparable increase in transit access. Central cities remained the areas with the highest poverty rate and transit access in the Triangle Region but experienced smaller changes over time compared to suburban areas. The findings of the econometric analysis suggest that poverty rate and transit access are not significantly related at the neighborhood level when time-invariant unobservable characteristics are accounted for.     

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.