Biographical note: ITF/OECD award

Hi all. I am so glad to share that I have been honored with the 2019 Young Researcher of the Year Award, by the International Transport Forum (ITF/OECD). As I've said many times, this award speaks volumes about the generous guidance and support I have received from supervisors and colleagues at both Oxford and Ipea to conduct my research. Special thanks to my incredibly  demanding  supportive supervisors Tim Schwanen and David Banister. Thanks!

This is the award-winning paper, where I investigate the future impacts that different scenarios of a major BRT in Rio de Janeiro could have on access to employment opportunities for different income groups. The study also shows that the the equity assessment of transport projects based on accessibility estimates using cumulative opportunity measures with a single time threshold (the most common practice adopted by academic studies and transport agencies) can lead to misleading or partial conclusions. The preprint of the study is available for download here (it includes a spatial regression analysis that didn't make it into the paper because or reviewer #2).

Thanks to the award, I'll be attending the 2019 International Transport Forum Summit in Leipzig next week. The team at ITF will be Twitting about the Summit. I'll be presenting the paper on May 23rd at  5:15pm (local time). Apparently, it will be webcasted on Facebook Live.

Biographical note: AAG PhD thesis award

I am very pleased to share that my PhD thesis was awarded the best 2019 thesis award by the Transportation Geography Specialty Group of the American Association of Geographers (AAG). I am also very honoured that I was nominated a board member of the specialty group. If it could be of interest, my thesis is available for download here and I've created a GitHub repository with the R code used in the data wrangling, mapping and analysis in the thesis. Some of the chapters in the dissertation have been published as papers here, here and here (+ this other one currently under review).

I am very grateful for the the support from my partner Fabiana, from the Institute for Applied Economic Research (Ipea) and to the invaluable guidance from my  demanding  tireless supervisors Tim Schwanen and David Banister. 

ps. the blog has been less active than usual in the past weeks because I was away attending the AAG annual meeting to receive the award and to present this paper here.

PhD thesis officially deposited and available for download

PhD thesis officially deposited! You can download the thesis here and check the R code I used in the data wrangling, mapping and analysis in this GitHub repo.*

ps. Special thanks to my friend Christine Moore for making the deposit.

* If you find any mistakes, let me know and I'll try to find someone to blame for.

The day I became a Doctor

I'm very glad  and relieved  to share the news that I became a doctor last week! It might take some time for the university to publish my PhD thesis, so I've decided to make the preprint of the thesis available for download here. I've also created a GitHub repository to share the R code used in the data wrangling, mapping and analysis in the thesis.

My examiners were Nihan Akyelken and Bert van Wee. They were super kind but very challenging, nonetheless. In the end, the PhD viva lasted for 2.5 hours and I was super nervous the whole time. I really enjoyed the viva, though, and I was so surprised when they said I had passed with no corrections that I almost jumped out of my chair. I got this result largely because of my incredibly  demanding  tireless supervisors Tim Schwanen and David Banister, to whom I'm extremely grateful.  All in all, I'm feeling incredibly happy and thankful for the whole journey and the support I received along the away from my family, friends and supervisors. It’s been a truly wonderful and humbling experience.

ps. I still have two papers of the thesis currently under review, but finishing the PhD means that now I'll have much more time to  procrastinate  work on new projects and some others that were put on hold.

photos by my lovely wife, Fabiana - also known as my third supervisor :)

New paper out: Transport legacy of mega-events and the redistribution of accessibility to urban destinations

I'm glad to share that the 2nd paper of my thesis is now published. It will remain open access for the next 50 days. Downloaded it here.

This is the 1st empirical paper of my doctoral research. Two other empirical papers are currently under review, but you can read their preprints here and here. My theoretical paper is available here, in case you are looking to have some fun over the weekend.

Pereira, R. H. M. (2018). Transport legacy of mega-events and the redistribution of accessibility to urban destinations. Cities, 81, 45–60. doi:10.1016/j.cities.2018.03.013

Abstract:

Local governments increasingly justify the hosting of mega-events because of their legacy value, assuming that all local residents benefit from those events. Yet, little attention has been paid to the distributive question of who benefits from the transport legacy left by those events. This paper reflects on the delimitation of transport legacies and its social impacts in terms of how such developments can reshape urban accessibility to opportunities. It analyses the transformation in the transport system of Rio de Janeiro (Brazil) in preparation for the 2014 World Cup and the 2016 Olympic Games. That transformation involved substantial expansion in public transport infrastructure, followed by cuts in service levels and a reorganization of many bus lines to streamline the transport system. The paper examines whether those recent changes have increased the number of people from different income levels who could access Olympic sports venues and healthcare facilities by public transport within 15, 30, 60 and 90 min. The analysis uses a before-and-after comparison of Rio's transport network (2014–2017) and a quasi-counterfactual scenario to separate the effects of newly added infrastructure from the reorganization and cuts of transport services. The results show that the infrastructure expansion alone would have increased the number of people who could access the Olympic sports venues, but it would have only marginally improved people's access to healthcare facilities. Nonetheless, the findings indicate that the streamlined bus system have offset the benefits of infrastructure investments in a way that particularly penalizes the poor. The analysis of both the implemented changes to the public transport network and the counterfactual scenario show that the accessibility benefits from the recent cycle of investments and disinvestments in Rio generally accrued to middle- and higher-income groups, reinforcing existing patterns of urban inequality.

PhD Thesis submitted !

After  4 years, 9 months and 18 days  quite some time, I have finally submitted my thesis to the Examination School of Oxford University. The thesis is entitled “Distributive Justice and Transportation Equity: Inequality in accessibility in Rio de Janeiro”. You can read the abstract below.

Thank you Christine Moore , Homero Paltán and Kevin Wheeler for being there for me, literally !

I will soon share the thesis manuscript. For now, here is the abstract:

   Public transport policies play a key role in shaping the social and spatial structure of cities. These policies influence how easily people can access opportunities, including health and educational services and job positions. The accessibility impacts of transport policies thus have important implications for social inequalities and for the promotion of just and inclusive cities. However, in the transportation literature, there is still little theoretically informed understanding of justice and what it means in the context of transport policies. Moreover, few studies have moved beyond descriptive analyses of accessibility inequalities to evaluate how much those inequalities result from transport policies themselves. This is particularly true in cities from the global South, where accessibility and equity have so far remained marginal concerns in the policy realm. 

   This thesis builds on theories of distributive justice and examines how they can guide the evaluation of transport policies and plans. It points to pathways for rigorous assessment of the accessibility impacts of transport policies and it contributes to current discussions on transportation equity. A justice framework is developed to assess the distributional effects of transport policies. This framework is then applied to evaluate recent transport policies developed in Rio de Janeiro (Brazil) in preparation to host sports mega-events, such as the 2014 FIFA World Cup and the 2016 Olympic Games, which included substantial expansion of the rail and Bus Rapid Transit (BRT) infrastructure. This research presents ex-post analyses of the policies implemented between 2014 and 2017 and ex-ante analysis of an as yet unfinished BRT project. It evaluates how the planned transport legacy of those mega-events impacted accessibility to sports venues, healthcare facilities, public schools and job opportunities for different income groups. 

   The results show that there were overall accessibility benefits from the expansion in transport infrastructure between 2014 and 2017, but these were generally offset by the reduction in bus service levels that followed an economic crisis that hit the city after the Olympics. Quasi-counterfactual analysis suggests that, even if the city had not been hit by the economic crisis, recent transport investments related to mega-events would have led to higher accessibility gains for wealthier groups and increased inequalities in access to opportunities. Results suggest that those investments had, or would have had, greater impact on inequalities of access to jobs than in access to schools and healthcare facilities. The evaluation of the future accessibility impacts of the unfinished BRT corridor, nonetheless, indicates that such project could significantly improve access to job opportunities for a large share of Rio’s population, particularly lower-income groups. Spatial analysis techniques show that the magnitude and statistical significance of these results depend on the spatial scale and travel time threshold selected for cumulative opportunity accessibility analysis. These results demonstrate that the ad-hoc methodological choices of accessibility analysis commonly used in the academic and policy literature can change the conclusions of equity assessments of transportation projects.

Ex-ante evaluation of the accessibility impacts of transport policy scenarios: equity assessment of BRT expansion

About a month ago, I submitted the 4th paper of my PhD research for publication. The preprint of the paper is available at Open Science Framework (OSF), and you can download it here. Please feel free to read and cite share the manuscript. Suggestions and  criticisms  nice comments are always welcome.

Pereira, R. H. (2018). Ex-ante evaluation of the accessibility impacts of transport policy scenarios: equity and sensitivity to travel time thresholds for Bus Rapid Transit expansion in Rio de Janeiro. OSF Preprints http://doi.org/10.17605/OSF.IO/SUT7R

Abstract:

The accessibility impacts of transport projects ex-post implementation are generally evaluated using cumulative opportunity measures based on a single travel time threshold. Fewer studies have explored how ex-ante accessibility appraisal of transport plans can be used to evaluate policy scenarios and their impacts for different social groups or examined whether the results of project appraisals are sensitive to the time threshold of choice. This paper analyzes how different scenarios of full and partial implementation of the TransBrasil BRT project in Rio de Janeiro (Brazil) will likely impact the number of jobs accessible to the population of different income levels under various travel time thresholds of 30, 60, 90 and 120 minutes. Compared to a partial operation scenario, the full implementation of TransBrasil that extends this corridor into the city center would lead to higher accessibility gains due to network effects of connecting this BRT to other transport modes. Nonetheless, the size of the accessibility impacts of the proposed BRT as well as its distribution across income classes would significantly change depending on the time threshold chosen for the accessibility analysis. Considering cut-off times of 30 or 60 minutes, both scenarios of TransBrasil would lead to higher accessibility impacts in general and particularly for low-income groups, moving Rio towards a more equitable transportation system. However, under longer thresholds of 90 and 120 minutes, an evaluation of this project would find much smaller accessibility gains more evenly distributed by income levels. The paper highlights how time threshold choice in cumulative opportunity measures can have important but overlooked implications for policy evaluation.

Some of the core findings of the paper mentioned in the abstract are illustrated in the figure below. The figure brings box plots that show the distribution of gains in job accessibility via public transport by income groups under partial and full operation scenarios of the TransBrasil BRT project in Rio de Janeiro. The results are shown separately given different choices of travel time thresholds in the accessibility analysis.

Transport legacy of mega-events and the redistribution of accessibility to urban destinations

Good news! The 2nd paper of my thesis is coming out of the oven \o/ . The paper has not been assigned to a journal issue yet, but here you go (pdf).

The paper engages with the literature on mega-events and urban development to understand the particularities of transport planning in Rio de Janeiro, conducted for almost two decades under a context of mega-events planning. It is argued in the study that evaluations of the impacts of mega-events on urban infrastructure should take into account the distributional effects of the transport legacies created by those events, looking particularly at how such transport developments reshape social and spatial inequalities in access to opportunities.

This is the first empirical paper of my thesis. Two other empirical papers are currently under review, but you can read their preprints here and here. My theoretical paper is available here, in case you are interested  or have sleeping problems .

Pereira, R. H. M. (2018). Transport legacy of mega-events and the redistribution of accessibility to urban destinations. Cities. doi:10.1016/j.cities.2018.03.013

Abstract:

Local governments increasingly justify the hosting of mega-events because of their legacy value, assuming that all local residents benefit from those events. Yet, little attention has been paid to the distributive question of who benefits from the transport legacy left by those events. This paper reflects on the delimitation of transport legacies and its social impacts in terms of how such developments can reshape urban accessibility to opportunities. It analyses the transformation in the transport system of Rio de Janeiro (Brazil) in preparation for the 2014 World Cup and the 2016 Olympic Games. That transformation involved substantial expansion in public transport infrastructure, followed by cuts in service levels and a reorganization of many bus lines to streamline the transport system. The paper examines whether those recent changes have increased the number of people from different income levels who could access Olympic sports venues and healthcare facilities by public transport within 15, 30, 60 and 90 min. The analysis uses a before-and-after comparison of Rio's transport network (2014–2017) and a quasi-counterfactual scenario to separate the effects of newly added infrastructure from the reorganization and cuts of transport services. The results show that the infrastructure expansion alone would have increased the number of people who could access the Olympic sports venues, but it would have only marginally improved people's access to healthcare facilities. Nonetheless, the findings indicate that the streamlined bus system have offset the benefits of infrastructure investments in a way that particularly penalizes the poor. The analysis of both the implemented changes to the public transport network and the counterfactual scenario show that the accessibility benefits from the recent cycle of investments and disinvestments in Rio generally accrued to middle- and higher-income groups, reinforcing existing patterns of urban inequality.

Waiting for my supervisors' feedback

#truestory

UPDATE: 

More work needs to be done ... of course

Following the advice of my supervisors

"Sure, it is totally doable", I said...  #truestory

many times #truestory

The life of grad students

#truestory

Exploratory data analysis feels like...

PhD feelings here

If you ask me how my PhD is going...

How writing to your PhD supervisor feels

In case my supervisor sees this, this is meant to be a joke of bad taste.

How writing to your PhD supervisor feels. pic.twitter.com/vertz31qJV

— Academia Obscura (@AcademiaObscura) 11 November 2015

PhD status report

My  procrastination  blogging activity has been lower than the usual for PhD reasons. Bear with me :)

summary: Distributive justice and equity in transportation

Hi all, the 1st paper of my thesis is now published \o/. You can download it here. If you cannot access the PDF, just let me know and I'll send it to you. Here is a summary of the paper:

Pereira, R. H. M., Schwanen, T., Banister, D. (2017). Distributive justice and equity in transportation. Transport Reviews, 37(2), doi:10.1080/01441647.2016.1257660

What's it about?

As I've mentioned before in the blog, this is a review paper on distributive justice in transportation, particularly focused on transport accessibility and social exclusion. While transport planning has been traditionally concerned with improving the efficiency of transport systems, this paper argues why policy makers and researchers should take issues of equity more seriously and it discusses how justice could be considered in evaluating the distributional aspects of who benefits from transport policies and investments.

In short, the paper:

• reviews how issues of equity and social exclusion have been covered in the transport and mobilities literatures 
• reviews five key theories of justice (utilitarianism, libertarianism, intuitionism, Rawls’ egalitarianism, and Capability Approaches) and critically evaluates the insights they generate when applied to transport 
• proposes a distributive justice framework for policy evaluation, with a focus on transport accessibility and social exclusion

Core ideas of the paper

In the final part of the paper, we build a dialogue between Rawls’ egalitarianism and the Capabilities Approach to propose that distributive justice concerns over transport disadvantage and social exclusion should focus primarily on accessibility as a human capability. This means that, in policy evaluation, a detailed analysis of the distributional effects of transport policies should take account of the setting of minimum standards of accessibility to key destinations and the extent to which these policies respect individuals’ rights and prioritise disadvantaged groups, reduce inequalities of opportunities, and mitigate transport externalities. A full account of justice in transportation requires a more complete understanding of accessibility than traditional approaches have been able to deliver to date.

As you will have noticed, there are five key points developed in the paper. I should try to unpacked them in another post in the future.

1. Focus on accessibility as a human capability
2. Minimum standards of accessibility to key destinations 
3. Respect for individuals’ rights 
4. Prioritization of disadvantaged groups and reduction of inequalities of opportunities
5. Mitigation of transport externalities

Practical implications

For now, I close this post with some of the practical implications of the ideas proposed in the paper:

• "Some of the practical implications of this perspective can be illustrated with issues that commonly arise in cities with investments in public transport (e.g. metro and bus rapid transit developments) and cycling/walking. These types of investments can be good ways to prioritise transport modes which are more widely used by low-income classes. To be considered fair, however, these investments should not override the social rights of families threatened with eviction due to the infrastructure projects. The distributional effects of such investments should be evaluated in terms of the extent to which they reduce inequalities in transport accessibility, particularly by improving the accessibility levels of low-income public transport-dependent groups to key destinations such as employment opportunities, healthcare, and education services. According to this approach, the design of those transport projects (including the design of vehicles, stations, cycle paths, etc.) must be inclusive towards social groups such as the elderly and disabled in order to minimise the impact that non-chosen disadvantages have on people’s capacity to access activities. Moreover, this perspective also calls for complementary policies that discourage car use (e.g. congestion/parking charge and fuel tax) in highly congested and polluted areas to mitigate the negative externalities imposed by drivers on everyone else, particularly on vulnerable populations" p.15-16

I will be glad if some of you have read this far without falling asleep. 

Distributive justice and equity in transportation

Good news! The 1st paper of my thesis has finally been accepted for publication \o/

 This is the first theoretical paper I've dared to write and I can promise this is a good read for those of us with insomnia issues. It is a literature review on distributive justice and equity in transportation policies, particularly focused on transport accessibility and social exclusion. The paper provides the general theoretical framework of the dissertation.

The paper should be published early next year as part of a special issue on transportation equity in the journal Transport Reviews. In case you are interested  or have sleeping problems , you can find the final manuscript accepted by the editors here. If you want to access the published version, just drop me an email.

Pereira, R. H. M., Schwanen, T., & Banister, D. (2016). Distributive justice and equity in transportation. Transport Reviews, 0(0), 1–22. doi:10.1080/01441647.2016.1257660

Abstract:

Over the past decades, transport researchers and policymakers have devoted increasing attention to questions about justice and equity. Nonetheless, there is still little engagement with theories in political philosophy to frame what justice means in the context of transport policies. This paper reviews five key theories of justice (utilitarianism, libertarianism, intuitionism, Rawls’ egalitarianism, and Capability Approaches), and critically evaluates the insights they generate when applied to transport. Based on a dialogue between Rawlsian and Capability Approaches, we propose that distributive justice concerns over transport disadvantage and social exclusion should focus primarily on accessibility as a human capability. This means that, in policy evaluation, a detailed analysis of distributional effects of transport policies should consider minimum standards of accessibility to key destinations and the extent of which these policies respect individuals’ rights and prioritize disadvantaged groups, reduce inequalities of opportunities and mitigate transport externalities. A full account of justice in transportation requires a more complete understanding of accessibility than traditional approaches have been able to deliver to date.

* From paper submission (Feb 2015) to acceptance letter (Oct 2016), the whole process took 1 year and 8 months with a couple of iterations with three reviewers who were really generous with their time and detailed comments. 

PhD feelings

This is how doing a PhD feels like. I'm the clumsy flying fish

If you ask me how my PhD is going ...

via Gif Porn

How I feel trying to solve a problem in my research

This is how I've been spending my days lately. #PhDlife