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Short Range Transit Planning and Marketing Using Desktop Geographic Information Systems



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             Short Range Transit Planning and Marketing 
           Using Desktop Geographic Information Systems


                                   by



                               Linda Culp
                    San Diego Association of Governments
                        401 B Street, Suite 800
                          San Diego CA  92101
                        Telephone: (619) 595-5357
                           FAX: (619) 595-5305


                                December 1994





Linda Culp

            Short Range Transit Planning and Marketing 
           Using Desktop Geographic Information Systems


                by Linda Culp, Senior Research Analyst
                San Diego Association of Governments


                                ABSTRACT

The San Diego Association of Governments (SANDAG) is the regional
planning agency and the Metropolitan Planning Organization for
the San Diego region.  A major emphasis at SANDAG is to assist
the region's transit operators in their planning and marketing
activities by providing technical assistance and data including
geographic analysis, data collection and management, survey
research, and transportation modeling.  Currently, SANDAG and the
region's operators are working together to design a desktop
geographic information system application that staff from each
individual operator can access directly to enhance regional
transit planning and marketing.  The objective is to develop a
tool that can be used directly by transit operator staff at a
relatively low cost and minimal training.  Operators now have
access to a variety of databases including census data, passenger
counts, and regional growth forecasts which can be integrated and
displayed in map, table, or chart form.  Planning and marketing
efforts to enhance the current level of transit service and
increase ridership in the region are benefiting from the
coordination of this project between SANDAG and the transit
operators.

KEYWORDS:  desktop geographic information system, transit
planning, transit marketing



Linda Culp                                                      1

INTRODUCTION

The need for public transit has increased in the San Diego region
due to population growth and resulting traffic pressures put upon
local roads and freeways.  Population in the region increased 34
percent during the 1980s and new vehicle registrations
experienced 41 percent growth (1).   Commuting to work now takes
longer as congestion has increased; the average commute now takes
22 minutes, a 12 percent increase since 1980 (1).  Transit
ridership in the region increased by 44 percent during the same
period.  Since 1990, population has continued to increase but at
a much lower rate.  During the early 1990s, transit ridership
leveled off.  Between 1993 and 1994 ridership declined by 2.6
percent, due primarily to the decline in the local economy.  From
1990 to 1992, regional job loss was over 45,000 or nearly 2
percent.

The San Diego Association of Governments (SANDAG) is the regional
planning agency and the Metropolitan Planning Organization (MPO)
for the San Diego region.  A major emphasis at SANDAG is to
assist the region's transit operators in their planning and
marketing activities by providing technical assistance and data
including geographic analysis, data collection and management,
survey research, and transportation modeling.  Currently, SANDAG
and the region's operators are working together to design a
geographic information system (GIS) application that staff from
each individual operator can access directly to enhance regional
transit planning and marketing.  The GIS selected for this
application is ArcView 2, a PC windows-based, menu-driven system
developed by ESRI of Redlands, California.  SANDAG chose



                                                                2
Linda Culp

ArcView 2 because of its compatibility with existing SANDAG
databases and the fact that it is a GIS for non-GIS users.

TRANSIT PLANNING AND MARKETING IN THE SAN DIEGO REGION

Public transportation services in the San Diego region are
provided by seven fixed-route operators, and are integrated into
a coordinated regional system through agreements on fares,
transfers, and public information (2).  Last year, the region's
buses and trolleys provided 31 million miles of service and
carried over 70 million riders (3).

Two agencies provide overall coordination for regional transit. 
The Metropolitan Transit Development Board (MTDB) oversees
services in the metropolitan/south region of San Diego county,
and the North County Transit District (NCTD) coordinates services
in the northern portion of the county.  Both MTDB and NCTD
prepare short range transit plans annually, with technical
assistance from SANDAG in the form of socio-economic estimates
and forecasts, transportation modeling, and review.  The five
local operators also conduct transit planning in their service
areas.  SANDAG and each of the transit operators have developed a
good working relationship and coordinate on all major public
transportation studies in the region.

SANDAG also provides a variety of data and services to the
region's operators.  The Passenger Counting Program, for example,
provides operators with average daily passenger loads, transit




Linda Culp                                                      3

stop boardings and alightings, passenger mile data, and on-time
performance indicators for each of the region's bus and trolley
routes.  Numerous quantitative surveys are also conducted
including a regional on-board survey, resident transit opinion
surveys, and special studies as requested.  In addition to
transit data, SANDAG also maintains complete census data through
its designation as the Regional Census Data Center for the San
Diego region (4).  Regular requests for Census data include
demographic profiles for areas ranging from as small as areas
directly accessible to a transit stop to as large as the transit
district or region.

 Other databases are maintained and frequently requested by
transit operators.  Regional growth forecasts are compiled for
the region, cities, and communities for the years 2000, 2010, and
2015.  Historical, current, and forecasted data (including
population, housing, and employment estimates), crime statistics,
and land use databases are also maintained.

Transit operators often request data from several of these
sources to be integrated and analyzed by various alternatives for
a specific geographic area (examples include a future light rail
corridor or an area surrounding a particular transit stop). 
These types of technical requests are frequently handled using
SANDAG's GIS.





Linda Culp                                                      4

USING GEOGRAPHIC INFORMATION SYSTEMS

For more than twenty years, GIS has been a tool traditionally
applied to areas of land use and natural resource planning.  Only
recently has this technology been applied to transportation
planning studies.  SANDAG uses ARC/INFO GIS (also developed by
ESRI) to automate, manipulate, analyze, and display geographic
data (4).  GIS is used to relate a variety of geographic
information from various sources and analyze different
relationships in either map or tabular output.  An extensive
collection of data, or coverages, is maintained including data
for census blocks and tracts, jurisdictions, freeways, local
roads, transit routes, and transit stops.

For several years, SANDAG has integrated GIS and long-range
transit planning models to produce passenger forecasts of light
rail extension studies.  In the late 1970s, TRANES (Transit
Network Evaluation System), a mainframe computer-based census
data retrieval program, was developed by SANDAG staff to analyze
population and employment accessible to new transit routes.  In
the early 1980s, TRANES was converted to a short-range transit
planning PC application (STOPS) for direct use by transit
operators.  STOPS allowed the operators to determine the
population and employment within walking distance to proposed
transit lines and convert this information into transit demand
(5).  GIS has also been used by staff to develop maps and
information for short-range transit planning.  





Linda Culp                                                      5


In the past, because of the specialized nature of GIS and
extensive training required of staff, these services have been
pooled at SANDAG and provided to operators on request.  With the
significant improvements that have been made in the field of GIS
and personal computers, and specifically in tools for non-GIS
users, it is now possible to develop a relatively low-cost, user-
oriented PC-based GIS application.  Such applications are
directly accessible by the region's transit operators, but
periodically maintained by SANDAG.  In addition, new GIS
applications not previously requested by the operators (i.e.
transit marketing applications) can now be developed.

SCOPE OF THE PROJECT

The objective of the transit desktop GIS project is to develop a
tool for use in short range transit planning and marketing that
allows access to not only transit databases collected by SANDAG
but also other databases discussed earlier. For the first time,
operators are able to integrate information collected in-house
into this system.  Having this data immediately available saves a
great deal of staff time for the operator as well as SANDAG.

Data are available at small levels of geography including the
block level, which allows for aggregation to virtually any study
area.  Transit staff are able to query these databases with a
variety of "What If" scenarios quickly and easily.  It is
possible to summarize data by transit stop and/or route, analyze
route segment capacity and demand, analyze the impact of proposed
transit




Linda Culp                                                      6

stops or routes on surrounding areas, and develop marketing
strategies tailored to specific neighborhoods or target areas.

The project began with SANDAG staff reviewing operator requests
for information currently being provided, as well as the required
databases and other resources.  New GIS technologies were also
reviewed.  Once a scope of work was developed and initial funding
obtained, a committee of SANDAG and transit operator staff
members was formed in the fall of 1993 to evaluate the project,
define responsibilities, and develop an initial list of
applications and prerequisite databases.

Responsibilities were defined for the various project components. 
SANDAG is responsible for the development and maintenance of the
databases including periodic updates and the customization of the
software and menu screens.  Staff will also provide hands-on
training, documentation, and ongoing technical support.  Each
operator is responsible for the necessary computer hardware, and
testing and evaluating the applications developed by SANDAG.

Committee members were given a demonstration of a GIS application
as well as an introduction to the technology.  Data sources
maintained at SANDAG and the various levels of geography
available were discussed.  Members compiled a list of currently-
used databases, including those provided by SANDAG and others
developed internally.  The latter included the geographic and




Linda Culp                                                      7

sales characteristics of regional pass outlets, bus stop
inventories  (e.g. ADA accessibility, shelter, curbing, etc), 
and accident logs.

Through subsequent meetings, the committee also developed a list
of 20 potential transit applications, along with data sources
required, time period available, and development level (an
indicator of data availability and required design time).  These
included route/segment analysis, capacity analysis, analysis of
future residential densities near transit, transit corridor
evaluation, and target marketing.  From this list, the group
compiled a base set of applications for SANDAG to develop. 
Specifically, the 20 applications were rated by individual staff
and six applications were selected for the base set (Table 1). 
Many of these applications are currently performed at SANDAG at
operator request.

From input by the operators, SANDAG has developed the test
databases for the base set of applications.  When possible, data
have been included at the block level or smaller, which makes
buffering or capturing data to user-defined study areas more
accurate.  SANDAG and transit operator staff are currently using
these databases in planning activities such as evaluating the
capacity of route segments by time of day, analyzing buffer areas
around new transit corridors, and creating demographic profiles
of transit corridors.  Each application has been customized so
that staff does not need an in-depth knowledge of the software in
order to use it.  Transit staff are able to query any database,
join databases with common geography, and display the finished
data





Linda Culp                                                      8

in map, tabular, or chart form.  The GIS supports data in a
variety of formats including spreadsheets, databases, and text
formats.  

Once full testing of the base applications and more detailed
training of operator staff  have been done, SANDAG will begin
work on other applications identified by the development group. 
Staff will be asked to evaluate the applications and overall
project in terms of effectiveness, time and cost savings, and
ease of use.  SANDAG plans to provide updated databases as data
collection permits (e.g. updating population and housing
estimates annually, passenger counts quarterly as collected). 
Eventually, database updates will be done using a wide-area
network or other means of remote access.

CASE STUDY:  SOCIO-ECONOMIC PROFILE APPLICATION

One base application, normally handled by SANDAG staff, generates
a socio-economic profile of an area surrounding a transit route. 
Figures 1 through 5 illustrate this customized application in
which the operator can buffer within any distance from a route
and summarize various socio-economic data, such as population and
employment, for this area.  Figure 1 shows the ArcView 2 screen
including the view of the San Diego region, road network, and
transit stops.  The user selects a button from the menu which
prompts for information such as the route number and buffer
distance (Figures 2 and 3).  The application then summarizes the
socio-economic data for the area based on this information
(Figure 4).  Finally, the user can read this data into a
preformatted





Linda Culp                                                      9

spreadsheet and print out a final copy automatically (Figure 5). 
The final output is shown in Table 2.

SUMMARY

Technology is emerging which puts more effective tools into the
hands of transit planning and marketing staff, and this is the
case with desktop GIS applications.  Projects which have
previously been done in-house by SANDAG GIS staff can now be done
by the transit operator, with the assistance of SANDAG staff, at
a relatively low cost.  Projects which could not be easily
completed are now possible.

This study illustrates the level of cooperation and the effective
working relationship which exists between the MPO and seven
transit operators providing transit service in the San Diego
region.  Planning and marketing efforts to enhance the current
level of transit service and increase ridership in the region are
benefiting from the coordination of this project.




Linda Culp                                                     10

Click HERE for graphic.



Linda Culp                                                     11

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Linda Culp                                                     12

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Linda Culp                                                     13

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Linda Culp                                                     14


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Linda Culp                                                     15

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Linda Culp                                                     16

TABLE 2   Socio-economic Profile Application:  Final Output

Demographic Information
Route 81 - 1/3rd mile buffer area

Population                         50,873    
          
Age                                50,873    
  0-17 yrs                          4,385    8.6%
  18-24 yrs                        14,147    27.8%
  25-59 yrs                        23,303    45.8%
  60+ yrs                           9,038    17.8%

Race                               50,873    
  Hispanic                          4,485    8.8%
  Non Hispanic-White               42,934    84.4%
  Non Hispanic-Black                1,274    2.5%
  Non Hispanic-Asian/Pacific Isl.   1,948    3.8%
  Non Hispanic-Other                  232    0.5%

Journey to Work                    28,722              
  Drove Alone                      21,970    76.5%          
  Carpool                           2,154    7.5%      
  Public Transportation               876    3.0%      
  Other                             3,722    13.0%          

Workers (place of residence)       30,497              
  Employed                         28,852    94.6%          
  Unemployed                        1,645    5.4%      

Household Income                   23,564              
  Under $10,000                     2,973    12.6%          
  $10,000 - 24,999                  6,462    27.4%          
  $25,000 - 49,999                  8,220    34.9%          
  Over $50,000                      5,909    25.1%          

Vehicle Availability               23,751    
  None                              2,135    9.0%
  One                               9,999    42.1%
  Two                               8,363    35.2%
  Three +                           3,254    13.7%

Owner Occupied Units               14,965    

Employment (place of work)         53,631    

Source:  Regional Information System, San Diego Association of
Governments.




Linda Culp                                                     17

          
REFERENCES

1.   SANDAG. Regional Transit Opinion Survey. INFO, May-June 1994.
2.   SANDAG. Regional Transportation Plan, February 1994.
3.   SANDAG. Performance Indicator Reports. FY1990-FY1994.
4.   SANDAG. Regional Information System Overview. December 1993.
5.   SANDAG. FY '95 Overall Work Program. May 27, 1994.


TABLES

TABLE 1   Base Applications for Desktop GIS
TABLE 2   Socio-economic Profile Application:  Final Output


FIGURES

FIGURE 1  Socio-economic Profile Application:  Regional View
FIGURE 2  Socio-economic Profile Application:  Route Selection
FIGURE 3  Socio-economic Profile Application:  Define Buffer Area
FIGURE 4  Socio-economic Profile Application:  Create Summary Statistics
FIGURE 5  Socio-economic Profile Application:  Finished Spreadsheet


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