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Evidence on performance
Introduction
Manchester Metrolink
Sheffield Supertram
Other systems

Introduction

In this section some case studies to demonstrate the empirical evidence of the use of light rail schemes as policy instruments will be described. Schemes to be examined include Manchester Metrolink and Sheffield Supertram, both in Britain.

Case Study 1: Manchester Metrolink

Manchester Metrolink Context

Scheme description

Design, building and operation

Scheme expansions

Light rail scheme in the county of Greater Manchester in the north of England. Opened 1992.

Took over mainline suburban rail lines linking Manchester city centre to Bury in the north and Altrincham in the south. These lines are linked by an on street section, with a spur to Manchester Piccadilly – one of the main heavy rail stations in Manchester. Total length – 31km. The part of the system described here is Phase 1.

Phase 1 built under a DBOM contract by a private consortium (GEC, Mowlem and AMEC). 15 year contract to operate awarded to GMML. The original out-turn (final total including inflation) cost was £140 million (£53 million from national government, £75 million from local taxpayers, £12 million from the ERDF). System has to cover operating costs – no operating subsidy (Hellewell, 1993).

Extension to Salford Quays opened in December 1999, extended to Eccles a few months later. Total length increased to 39.2km. Existing contract with GMML terminated. New franchise won by Altram – awarded 17 year contract. New lines to Oldham and Rochdale, East Manchester, the airport and Stockport being considered.

More information about the system can be obtained from GMPTE's website (http://www.gmpte.com/travelin/metrolin.htm) and from the LRTA's website (http://www.lrta.org/Manchester/metrolink.html). Maps of the system are available at http://www.gmpte.com/travelin/servicem.htm.

The effects on supply

The total length (39.2km) is small compared with the total road length of 8413 km (DETR, 2001a) in Greater Manchester. The quantities of loaded vehicle-km by public transport in Greater Manchester are shown in loaded light rail km, bus km and train km in Greater Manchester (millions). This shows the quantity of service offered to the public by each mode in a year. It can be seen that the opening of Manchester Metrolink increased the supply of public transport by about 1.5% when it opened. It can be argued that it did not add significantly to the overall supply, but it has probably added significantly in the corridors that it serves.

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Loaded light rail km, bus km and train km in Greater Manchester (millions)

 

1990

1991

1992

1993

1994

1995

1996

Metrolink

-

-

2.0

1.9

2.1

2.1

2.3

Bus

131.3

128.9

133.1

138.4

146.3

146.9

137.6

Train

8.0

7.6

7.1

7.6

6.4

6.4

6.4

Source: DETR (2001b) (light rail), GMPTE (2001) (bus and rail).
Note: The figures for light rail are for financial years, which have been allocated to the year in which most of the financial year lies; the figures for train are only for local services supported by GMPTE.

According to calculations by Babalik (2000) Manchester Metrolink uses 28% of its total capacity, calculated as the ratio of the average number of passenger trips per hour to the total passenger carrying capacity of the system per hour. The highest value out of eight systems examined in Britain and North America was 52% for the Tyne and Wear Metro, and the lowest was 13% for Sheffield Supertram.

The effects on demand

The demand for travel by public transport in Greater Manchester is shown in number of journeys by light rail, bus and train in Greater Manchester (millions) in the table below. It can be seen that total demand for public transport in Greater Manchester has generally declined during the 1990s. Patronage on Metrolink was 8.1 million in its first year of operation, after which it grew to about 12-13 million where it seems to have stabilised. Patronage on other rail services in Greater Manchester has been fairly static. The fact the Metrolink overtook other rail in terms of patronage shows that the latter is not a very important mode in Greater Manchester. Bus is the dominant public transport mode and it is generally declining. Even though it is likely that some users of Metrolink formerly used the bus, Babalik (2000) showed that the introduction of Manchester Metrolink did not seem to alter significantly the long-term downward trend in bus patronage in Greater Manchester. This is partly because bus has such a large share of the market. Even by 1998/99 Metrolink only had 5% of the market compared with 90% on the buses.

Number of journeys by light rail, bus and train in Greater Manchester (millions)

 

1990

1991

1992

1993

1994

1995

1996

Metrolink

-

-

2.0

1.9

2.1

2.1

2.3

Bus

131.3

128.9

133.1

138.4

146.3

146.9

137.6

Train

8.0

7.6

7.1

7.6

6.4

6.4

6.4

Source: DETR (2001a,b)

An alternative way of trying to see the impact of Metrolink on the use of other public transport modes is to compare what happened when it was opened with the trends in comparable areas, as shown in the table below. Number of journeys in other metropolitan areas outside London, 1991/2 - 1992/3 shows the changes in the numbers of public transport trips between 1991/2 and 1992/3 in other metropolitan areas. Total public transport trips declined by 7% in the other areas, compared with a 1% decline in Manchester, suggesting that Metrolink may have helped to sustain public transport patronage in Manchester. Conversely, train patronage in Manchester went down by 16%, whereas it only went down by 3% elsewhere, suggesting that Metrolink may have attracted some users from heavy rail services. (The heavy rail lines to Bury and Altrincham closed in August and December 1991 respectively, so this partly explains the decline in Manchester). Bus travel in Greater Manchester declined by 3% over this period compared with a 7% decline elsewhere, confirming the point made previously that Metrolink has not had a serious detrimental effect on buses in Greater Manchester.

Number of journeys in other metropolitan areas outside London, 1991/2 - 1992/3

 

1991/2

1992/3

Bus

1217

1130

Rail

120

117

Total

1337

1247

Source: DETR (2001a)
Note: the other metropolitan areas are West Midlands, Merseyside, South Yorkshire, West Yorkshire and Tyne and Wear.

As well as trips, the total distance travelled can be considered, as shown in number of passenger-km by light rail, bus and train in Greater Manchester (millions), in the table below. It can be seen that in 1998/99 Metrolink had 12% of the market, heavy rail 15% and bus 76%. The total demand for public transport has declined over the 1990s, with bus declining fast, heavy rail between 210 and 220 million in most years, and Metrolink growing steadily. The faster rate of growth in total distance travelled than the number of trips by Metrolink implies that the average trip length is increasing.

Number of passenger-km by light rail, bus and train in Greater Manchester (millions)

 

1991/2

1992/3

1993/4

1994/5

1995/6

1996/7

1997/8

1998/9

Metrolink

-

53.0

72.6

78.6

80.8

85.6

117.0

153.3

Bus

1226

1117

1138

1141

1081

1040

1041

1009

Train

241.0

216.0

222.4

197.4

212.2

215.4

214.8

197.0

Total

1467

1440

1433

1417

1374

1341

1344

1323

Source: DETR (2001a,b)

It can be seen, in the table below, that the opening of Metrolink coincided with a decline of 2% in total public transport patronage in Greater Manchester. This compares favourably with a 5% decline in other metropolitan areas (see number of passenger-km in other metropolitan areas outside London, 1991/2 - 1992/3). It should be borne in mind that this was a period of economic recession in Britain. Total rail patronage in Greater Manchester grew by 12%, compared with a static position elsewhere, which suggests that Metrolink helped rail travel to grow in Greater Manchester. Bus showed a 9% decline in Greater Manchester compared with a 6% decline elsewhere. Given that the number of bus trips in Greater Manchester went down less than elsewhere, this suggests that a number of longer bus trips have been lost to Metrolink, but there may be some more short trips being made by bus, possibly because of increased seat availability because of the transfer of some longer trips to Metrolink.

Number of passenger-km in other metropolitan areas outside London, 1991/2 - 1992/3

 

1991/2

1992/3

Bus

5008

4685

Rail

912

911

Total

5920

5596

Source: DETR (2001a)
Note: the other metropolitan areas are West Midlands (bus only), Merseyside, West Yorkshire and Tyne and Wear.
It is possible to see how much Metrolink contributes to meeting the total travel demand by mechanised modes. As number of passenger-km in Greater Manchester by car, light rail, bus and train, 1998 shows, it is only about 1%. Car is overwhelmingly dominant, with 91% of the market. Public transport has only 9%. Hence, in overall terms Metrolink is making a very minor contribution to meeting travel needs in Greater Manchester. However, by its nature, light rail is very location specific, so it will contribute much more than this in the corridors it serves.

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Number of passenger-km in Greater Manchester by car, light rail, bus and train, 1998

 

Passenger-km (millions)

%

Car

13530

91

Metrolink

117

1

Bus

1041

7

Rail

197

1

Total

14885

100

Source: DETR (2001a,b)
Note: the Metrolink figure is actually for the financial year 1998/9. The car figure is based upon the annual road traffic on main roads figure of 11 billion, of which 80% are cars and assuming a car occupancy of 1.54, which is the national average, based on figures from DETR (2001b).

This localised effect of Metrolink on the corridors it serves is illustrated in change in rail demand in Greater Manchester corridors, 1990-93, in the table below. The changes in rail demand in the Bury and Altrincham corridors are compared with adjacent corridors. The Altrincham corridor shows a 63% increase in the peak and 166% increase in the off-peak. This compares favourably with a 15% decline in the peak and a 3% growth off-peak in adjacent corridors. The Bury corridor is not so buoyant with a 3% decline in the peak and 101% growth off-peak. This can be compared to a 21% decline in adjacent corridors in the peak and a 109% growth off-peak in adjacent corridors.

Change in rail demand in Greater Manchester corridors, 1990-93

Corridor

Peak (07.00-10.00)

Off-peak (10.00-13.00)

Bury

-3%

+101%

Altrincham

+63%

+166%

Northern corridors

-21%

+109%

Southern corridors

-15%

+3%

Source: Table 3.1 in Oscar Faber (1996a)
Note: The Northern and Southern Corridors exclude the Bury and Altrincham corridors.

According to Law et al (1994) patronage was higher on Metrolink than the former heavy rail lines because of:

  • Higher service frequency;
  • Better penetration of the city centre;
  • The fare structure on Metrolink made many journeys cheaper;


The peak period patronage on Metrolink on the Bury line was lower than anticipated for two reasons:

  • Price competition from buses;
  • Higher fares than charged on the heavy rail.

It is relevant to consider where the patronage on Metrolink has come from. As shown in the table below, comparison of estimated observed and forecast sources of Metrolink patronage shows the estimated observed transfer from the monitoring study carried out by Oscar Faber (1996a,b). It can be seen that the majority have transferred from rail, mainly the heavy rail lines that Metrolink replaced. Just over one quarter have come from bus, and about 13% from car. This table does not include any trips generated as a result of the existence of Metrolink. The table also shows the original forecasts of the proportions. A comparison of the two sets of figures suggests that the transfer from car and bus was underestimated in the forecasts and that from rail was overestimated.

Comparison of estimated observed and forecast sources of Metrolink patronage

Mode

Estimated observed proportion

Original forecast proportion

Car

12.5-14.8%

11.5%

Bus

25.8-28.2%

19.9%

Rail

57.0-61.1%

68.5%

Source: Table 5.3 in Oscar Faber (1996a)

An alternative calculation of the modal origins of the Metrolink trips from the University of Salford Monitoring Study is shown in estimated annual Metrolink patronage (millions) by previous mode, as shown in the table below This makes the comparison with the situation that was expected to have occurred if the Bury and Altrincham lines had still been operated as heavy rail. This is used rather than the 'before' situation because there was a gap of several months when neither heavy nor light rail operated on these lines and a high quality bus service was operated, which may have influenced travellers' modal choice in the medium term. They estimate that there are 4.5 million more trips on Metrolink than would have used the heavy rail lines that they replaced. Of these, 2.6 million (58%) were previously car trips, 36% were bus trips, 4% used other rail lines, and 4% were not made previously.

Estimated annual Metrolink patronage (millions) by previous mode

 

Metrolink forecast

Metrolink actual

Control situation: if Bury/Altrincham lines still had BR services

Metrolink impact

Not made ‘new trip’

1.3

2.5

2.3

0.2

Car

3.3

0.7

2.6

Bus

3.0

2.6

1.0

1.6

Rail

7.6

3.5

3.3

0.2

Other

0.0

0.2

0.3

-0.1

Total

11.9

12.1

7.6

4.5

Source: Table 2 in Knowles (1996) from the Metrolink Impact Rail User Survey 1993.

Whilst there seems to have been quite a large transfer to Metrolink from the car, this does not necessarily mean that there will be a significant decrease in traffic flows because some people who were previously deterred from using their cars because of congestion may start using them. According to Law et al (1994) there is evidence that car traffic has reduced in the Bury and Altrincham corridors, except in the peak period in the Altrincham corridor, where there has been little change. The effects are complex, but at that time (1993) it seemed reasonable to conclude that there had been some reduction in car use on roads parallel to Metrolink, but it was impossible to measure the effect precisely.

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Oscar Faber (1996a) looked at the effects on highway demand in the city centre, as shown in city centre impacts of Metrolink on highway demands, shown in the table below. They concluded that there had been a 1.8% reduction in the number of cars entering the city centre in the morning peak and a 0.7% decrease off-peak. They also concluded that there has been a reduction in the number of parking acts: 690 long-stay and 520 short-stay.

City centre impacts of Metrolink on highway demands

% reduction in cars entering the city centre – AM peak

1.8%

% reduction in cars entering the city centre – off-peak

0.7%

Number of long-stay parking acts likely to have been removed

690

Number of short-stay parking acts likely to have been removed

520

Source: Table 6.5 in Oscar Faber (1996a)

More recently Scheurer et al (2001) claim that Metrolink has taken 2.5 million car trips a year off the roads, equivalent to a 10% reduction in traffic on the Metrolink corridor (but possibly releasing space for other car drivers, so that there might be no visible effect on traffic levels). According to GMPTE (1995) Metrolink may have affected the pattern of car purchases in the area it served because between 1991 and 1994, the number of cars per person dropped by 3% in the Metrolink corridor compared with a rise of 5% in the county as a whole.

Table 20: Contribution to meeting objectives

Objective

Comments

Efficiency

Reduction in car traffic should have led to increase in economic efficiency due to increased traffic speed and reduced congestion.

Extra rail trips Metrolink carries compared with heavy rail lines replaced should increase efficiency through reduced disutility of travel for these travellers and users of other modes experiencing less congestion.

Metrolink covers operating costs (very unusual for rail-based public transport (Babalik, 2000)) but a large sum spent on developing system not recoverable through the farebox.

Liveable streets

Reduced car trips compared to what would have happened will have made the affected corridors more pleasant places.

Protection of the environment

Reduced car use will have reduced pollution, but effects will have been small. At the time of building there was concern over visual intrusion of poles to support electric cables – method used dictated by financial concerns (Mackett and Edwards, 1993).

Equity and social inclusion

Metrolink attracted fewer peak work journeys than expected, but more off-peak shopping journeys (Knowles, 1996). Assuming work journeys more likely to be by males and shopping journeys by females, then Metrolink is offering more high-quality journeys for females relative to males than forecast.

Safety

Switch of some journeys from car to light rail should have increased overall safety in Manchester (with corridor specific concentration), but there is no direct evidence.

Economic growth

Little evidence of impact on office market or retailing, but may have been due to recession at time of opening (Law et al, 1994). Presence may have influenced development of GMEX and Victoria (exhibition centres) in the city centre. Although development may have gone ahead regardless (Mackett and Edwards, 1993).

Sites in southern section of CBD redeveloped for office and residential uses as a result of Central Manchester Development Corporation and Metrolink may have helped, but many declining areas served by Metrolink, hence it appears not to be acting as a development catalyst (Babalik, 2000).

No discernable effect on house prices (Forrest et al, 1996). May be because house prices were fairly static at time of investigation.

Manchester Metrolink appears not to have had a dramatic impact on Manchester in terms of development. It should be borne in mind that it opened at a time of economic recession, so that not much development would have been occurring then. It should also be noted that the two monitoring studies were carried out in the few months after it opened, and much may have happened since then. Furthermore, the annual patronage is over 14 million, and it has attracted some motorists out of their cars. Perhaps most significantly it requires no operating subsidy with fares covering 140% of operating costs.

Manchester hosted the Commonwealth Games in 2002, and a modern public transport system is essential in making a successful bid for this type of activity, which in turn can lead to huge amounts of money coming into the city and various developments. Putting it another way, this is a good illustration of the catalytic effect that a light rail system can have alongside many other elements. It is very difficult to unravel the contribution of the individual elements, but they all need to be there.

According to Law et al (1994) the following features have reduced the potential impact of Metrolink:

  • Metrolink and bus services were not integrated (because of the deregulated regime for bus services);
  • No traffic management restraint initiatives on roads parallel to Metrolink;
  • Car parks not provided at all Metrolink stations;
  • Since 1992 car parking charges have been levied near Metrolink stations;
  • Plenty of car parking available in the city centre;
  • Land rezoning near stations to ensure land use aims were met, was not carried out;
  • Land was not bought near stations with the aim of having it redeveloped;
  • No specific grants offered to encourage development.

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Case Study 2: Sheffield Supertram

Sheffield Supertram Context

Sheffield Supertram

Description

Design, build and operation

Lines running along corridors radiating from the centre of Sheffield, a city in the county of South Yorkshire in the north of England. Additional line into Lower Don Valley added to system prior to construction. First line opened was 7km long, extended to a total of 22km with the opening of the second line. Also known as South Yorkshire Supertram or Stagecoach Supertram.

July 1976 – Sheffield and Rotherham Land Use and Transportation Study recommended a segregated passenger transport system on 6 radial corridors. 1979 – 6 lines safeguarded against conflicting development by SYCC. 1982-83 – studies to consider alternative modes. 1984-85 – technical evaluation. 1985 – private bill before parliament seeking powers to develop and operate a system. Further bill in Nov 1988 for a line to Lower Don Valley. 1990 – Financial approval; two companies set up by SYPTE to own infrastructure and use assets under concession agreement (with view to privatisation later) respectively. 1992-94 – construction. March 1994 – first line opened from city centre to the Meadowhall shopping mall just north of Sheffield. October 1995 – full system opened. December 1997 – system privatised – taken over by Stagecoach. Changes in operating system followed, including new timetables and fares package (Haywood, 1999).

More information about Sheffield Supertram can be obtained from the website http://www.supertram.com/info.html. Information can also be obtained from the LRTA website at http://www.lrta.org/sheffield.html. Maps of the system can be obtained from South Yorkshire Passenger Transport Executive's website at http://www.sypte.co.uk/more/maps/supertram.html.

The effects on supply

Opening a new light rail system adds directly to the supply of public transport in an area. The total length of 22 km is comparable with the 146 km of heavy rail route supported by SYPTE (SYPTE, 2000), but it is small compared with the total road length in South Yorkshire of 5851 km (DETR, 2001a).

The effects on demand

The annual level of revenue from patronage forecast for 1996 was 22.1 million: 17.1 million on Line 1 and 5.0 on line 2. The actual figure was about 6.6 million at this time (Haywood, 1999). Haywood (1999) gives the following reasons for the shortfall in patronage on Sheffield Supertram:

  • Decline in bus use 24%
  • Competitive buses 12%
  • Supertram frequencies 8%
  • Supertram run times 8%
  • Supertram fares 3%
  • Park and ride 4%
  • New developments 4%
  • Unexplained 4%
  • Actual patronage 30%

According to W S Atkins (2000) the two biggest sources of error were assuming that there would be a major transfer from bus to Supertram and assumptions about trips from new developments. The former problem arose from the fact that the rival bus companies decided to operate in a very competitive way, in terms of both routes and fares, which meant that there was not the scale of transfer anticipated. These problems have largely been solved by the taking over of operation of Supertram by Stagecoach which is a major bus operator (It was not the major incumbent operator in Sheffield at the time of the opening of Supertram. Fox (1996) argues that the incumbent operator wished to take over Supertram when it was privatised and so had an interest in it being in a financially weak position). The forecast errors arising from assumptions about new developments were symptomatic of the problem of poor co-ordination between the city planners in Sheffield and SYPTE who were developing Supertram (Fox, 1996). The route pattern was devised to serve some high density developments. The three tower blocks at Herdings Park, which are at the end of a short branch line, were emptied of residents because they were in a very poor state of repair but the line was still built. The Kelvin development which would also provide customers was demolished rather than being renovated as originally planned, and the Norfolk Park Estate has been gradually emptied so that it can be redeveloped at a much lower density.

However it is also clear is that patronage is increasing steadily following changes to the service pattern and fares, the introduction of conductors to help overcome problems of vandalism, and improvements in the local economy. Technically, it is a very good system, but the many problems have led to delays in it reaching its potential.

As shown in the table below, total public transport demand in South Yorkshire declined throughout the period shown, and the opening of Supertram has not reversed this trend, but it might have slowed it down, since the decrease levelled off in 1993/94 to 1995/96. Bus patronage has been in long-term decline, and it is not obvious that Supertram has accelerated this trend, a point confirmed by analysis over a longer period by Babalik (2000). Heavy rail demand in South Yorkshire is low, and appears not to have been affected by the opening of Supertram, which is not surprising given the route pattern of Supertram.

Number of journeys by light rail, bus and train in South Yorkshire (millions)

 

1991/2

1992/3

1993/4

1994/5

1995/6

1996/7

1997/8

1998/9

Supertram

-

-

-

2.2

5.3

7.8

9.2

10.4

Bus

177

176

166

163

158

150

144

135

Train

6

6

6

6

6

6

6

6

Total

183

182

172

171.2

169.3

163.8

159.2

151.4

Source: DETR (2001a,b)
Note: Rail services are those supported under Section 20 of the 1968 Transport Act.

The figures in the table above can be compared with the changes in patronage on bus and heavy rail in other metropolitan areas at the time Supertram was opened as shown the table below, in number of journeys in other metropolitan areas outside London, 1993/4 - 1994/5. In the other areas there was a small growth in bus use (probably associated with the improving economic situation at the time) whereas in South Yorkshire there was a small decline, suggesting that Supertram may have prevented a short-term growth in bus patronage in South Yorkshire Heavy rail showed a decline in the other areas whereas it was about constant in South Yorkshire at a very low level.

Number of journeys in other metropolitan areas outside London, 1993/4 - 1994/5

 

1993/4

1994/5

Bus

935

941

Rail

109

100

Total

1044

1041

Source: Department of the Environment, Transport and the Regions (2001a)
Note: the other metropolitan areas are West Midlands, Merseyside, West Yorkshire and Tyne and Wear (Greater Manchester has been excluded because of the introduction of Manchester Metrolink).

The table below indicates that most trips (55%) have transferred from bus. 20% have come from car and 12% are new trips that would not have otherwise been made. Given that patronage on Supertram is low, 20% transfer from car would not make a huge difference even if no other travellers started using their cars because of the resulting reduction in congestion.

Abstraction of Supertram trips from other modes

 

%

New trips

12

Car

20

Bus

55

Other modes

12

Total

100

Source: W S Atkins (2000)

According to calculations by Babalik (2000) Sheffield Supertram uses 13% of its total capacity, calculated as the ratio of average passenger trips per hour to the total passenger carrying capacity of the system per hour. This is the lowest value out of eight systems examined in Britain and North America where the highest was 52% for the Tyne and Wear Metro.

Contribution to meeting objectives

Objective

Comment

Efficiency

Increased range of transport options in Sheffield, so may be meeting some travel needs more efficiently. Little impact in terms of patronage, so little impact in terms of reducing road traffic.

 

No operating subsidy received. Did not significantly alter long-term downward trend in bus patronage in Sheffield (Babalik, 2000). Hence, Supertram has added to the efficiency of public transport in Sheffield in economic terms.

 

Small local effect on residential property prices (Crocker et al, undated). Prices fell between 1988 and 1993 in anticipation of construction. After opening, prices rose for property near the system, but not back to the 1988 level. N.b. analysis undertaken just four months after opening. No discrete impact on commercial or industrial property prices detected. No noticeable effect on planning applications or land use detected.

Liveable streets

Reduced car trips compared to what would have happened will have made Sheffield more pleasant, but effect will have been small. Effects also localised along corridors served.

 

Negative impact on Sheffield city centre (Babalik, 2000) – first line opened took shoppers away from the centre to the Meadowhall shopping mall. 35% decline in city centre retail turnover (Rowley, 1995) – trend exacerbated by opening of Supertram. However, fact that the two centres are linked may have boosted patronage.

Protection of the environment

Environmental effects small. Concern over visual intrusion of overhead wires at development stage, but addressed in public consultation. Opportunity to improve local streetscape taken during construction.

Equity and social inclusion

Gender make-up of Supertram patrons mirrors that of public transport users as a whole (W S Atkins et al, 2000). Supertram 41% male, 59% female, bus 38% and 62% respectively, all modes 49% and 51% (W S Atkins, 2000).

 

Age profile similar to all public transport users. Supertram popular with elderly people provided they can reach a stop because they pay the same concessionary fare as on the bus, but benefit from additional comfort of the vehicle and ease of access/exit (low floor) (W S Atkins, 2000).

 

Lowest socio-economic group had trip rate of 2.5 per week, whilst other three groups had a rate of 2.7 per week. One third of Supertram trips by individuals in two highest socio-economic groups, whereas only 25% of bus trips made by members of these groups.

 

Vehicles seen as easier to board than buses and having more space for wheelchairs and to stow pushchairs and bulky items.

Safety

Any reduction in net road traffic as a result of the introduction of Supertram should have improved safety, but effect will have been small and potential localised.

Economic growth

Supertram runs through area where comprehensive regeneration project implemented by Sheffield Development Corporation. However, poor co-ordination between two schemes. Supertram runs along margin of new development with poor access from development to stops (Lawless, 1999).

 

Supertram has had positive impact on city’s image, especially in eyes of external agencies. Also useful in city’s tourist promotion programmes.

 

Considerable disruption in city centre and along Supertram route during construction had inverse effect on efficiency and productivity of companies in the locality. New road construction had a stronger impact on industrial and commercial development proposals than Supertram (Crocker at al, undated). 12-15% of land use change in three areas attributed to Supertram, but most development likely to have gone ahead regardless, but may have been brought forward in time. More positive image of Supertram since opening should lead to positive impacts on businesses (Crocker et al, undated).

 

Little impact on labour market (Crocker et al, undated). Some evidence on improved access to areas such as Mosborough, served by system, and of people able to job search over a wider area, but effects small. Line 1 might lead to 295 jobs, line 2 between 380 and 1275 (jobs in local economy, not system construction). Application for funding suggested Line 1 would create 1135 jobs and Line 2 3000 (Crocker et al, undated).

 

N.b. Supertram opened at a time of economic recession, therefore little movement in local economy or property market at the time.

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Other systems

Context

Reference has already been made to a number of light rail systems around the World. In most cases, unlike the Greater Manchester and Sheffield systems, specific monitoring studies have not been carried out, so it is not possible to draw detailed conclusions about their impacts. However, surveys of light rail and similar systems by Mackett and Edwards (1998) and Babalik (2000) do provide some evidence. The Manchester and Sheffield systems were included in both surveys and so will be included here where appropriate for comparison.


Effects on demand

All the systems examined in the two surveys mentioned above are carrying large numbers of passengers, and so have stimulated some demand. One useful indicator of demand is how well actual patronage matches that forecast since the forecast would have been used as part of the planning process and to help determine whether the project would be worthwhile financially. Forecast and actual patronage on a weekday for light rail systems in thousands shows the forecast and actual patronage for a number of modern light rail systems.

It can be seen that there are huge errors in the forecasting procedures. Out of the ten systems shown, patronage was overestimated in four and underestimated in six, with errors of up to 161%. The one Canadian example, in Vancouver, was an underestimate by 36%. On the Manchester Metrolink demand was underestimated by 25%, but as Knowles (1996) showed, the type of patronage forecast was very different to the actual, with much more off-peak travel and much less peak travel in reality than expected. The forecasts for Sheffield Supertram were significantly out (see "The overall effects of Supertram"). Forecasts for the Tyne and Wear Metro were fairly close to the actual values, but the patronage declined after this point, and was down to 126 900 by 1996.

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Forecast and actual patronage on a weekday for light rail systems in thousands

City

Forecast

Actual

%

difference

Year

Patronage

Year

Patronage

Vancouver

1996

100.0

1996

136.0

+36%

Manchester

1996

35.7

1996

44.5

+25%

Sheffield

1996

70.7

1996

18.7

-74%

Tyne and Wear

1985

219.1

1985

208.9

-5%

Buffalo

1995

92.0

1995

29.0

-68%

Pittsburgh

1985

90.5

1992

31.1

-66%

Portland

1990

42.5

1995

24.0

-43%

Sacramento

1987

20.5

1987

12.0

-42%

San Diego

1981

9.5

1981

12.0

+25%

St Louis

1994

17.0

1994

44.4

+161%

Source: Mackett and Edwards (1998) and Babalik (2000), using information from Pickrell (1990), Dunphy (1995), Warren (1995), Federal Transit Administration (2000) and DETR (2000b).

The four US systems in which patronage was underestimated, in Buffalo, Pittsburgh, Portland and Sacramento, as shown in the table above, were all constructed using some Federal funding, giving some credence to the claim that patronage demand was often overestimated under these circumstances. On the two other US systems patronage was underestimated: San Diego Trolley which was initially built with no Federal funding and St Louis MetroLink which was constructed after the funding rules were changed.

Babalik (2000) has calculated the extent to which the total capacity of light rail systems is used, as shown in the table below.
The figures look low, in general, because they are averages over the whole day, including reverse flows during peak periods. The highest value is for the Tyne and Wear Metro, but this is high partly because during the construction of the extensions, stations were designed to accommodate only two-car trains instead of the original four in order to save money. If the capacity of the original system were considered then 38% of the capacity would be used. This suggests that the San Diego and St Louis systems are the most efficient in terms of matching supply to demand. They were both systems where the actual demand has exceeded the forecast which probably explains the relatively high capacity utilisation: they have more passengers than they were originally expected to carry.

Percentage of total capacity used on light rail systems

City

% of capacity used

Vancouver

38

Manchester

33

Sheffield

37

Tyne and Wear

75

Sacramento

33

San Diego

55

St Louis

45

Source: Babalik (2000)
Note: the capacity used is the ratio of the average number of passenger trips per hour to the total passenger carrying capacity of the systems per hour.

Effects on supply

No detailed information of the effects of the new light rail system on the total supply of transport are available other than those already shown for Greater Manchester and Sheffield. It is likely that in all cases the total did increase, because, only if road space were decreased significantly to allow on-street running, would it be possible for the development of a new system to lead directly to a decrease in transport supply.

It is accepted practice in the appraisal of LRT systems in the UK to include a "mode constant" in the modelled disutility or generalised cost of light rapid transit use to reflect the improved quality compared to bus that LRT represents. The mode constant is subtracted from the generalised cost of each trip. For appraisals of Manchester metrolink, Leeds Supertram and South Hants Rapid Transit the mode constants applied were 17.4 minutes, 15 minutes and 9 minutes respectively (Steer Davies Gleave, April 2002). The mode constants are generally derived from stated preference surveys and are likely to reflect the public's perceived superiority of LRT over bus in terms of reliability, cleanliness, ride quality, personal security and so on. Journey time is explicitly modelled elsewhere and, assuming that the stated preference is well-designed, is not part of the mode constant. This evidence suggests believes that LRT provides significant quality and reliability benefits when compared with bus.

Litman carried out matched pair analysis of six US cities which suggested that it is with large rail transit systems (heavy or light rail) have significantly less per capita traffic congestion delay (i.e. more supply of road space) than similar sized cities that have small or no rail transit. The results are presented in the figure below.

Annual per capita congestion delay, matched pair analysis of US cities


Other Impacts

Contribution to liveable cities and neighbourhoods

Tram projects are often associated with a great deal of improvement of the urban domain, in Montpellier this formed part of the strategy for convincing the public and business community that the tram would be beneficial (Hylen and Pharaoh 2002). Whilst a tram scheme may provide the impetus for such landscaping to occur and may also make it more politically acceptable to reduce road space dedicated to private vehicles, it may nonetheless not be appropriate to attribute these benefits to the tram itself. Whilst it seems intuitively obvious that building a modern, efficient, not polluting (at source) public transport system should help to make cities and neighbourhoods more liveable, the direct evidence of their doing so is very sparse.

Contribution to equity and social inclusion

In Manchester and Sheffield there was some evidence of use by the elderly and other off-peak users, but there is little direct evidence of light rail schemes helping to increase social inclusion in terms of providing travel opportunities for those suffering from social deprivation. The systems in Croydon, Tyne and Wear and the West Midlands have all been designed to provide access from areas of high unemployment to areas with vacant jobs, but there is no evidence on how successful they have been. There is the example of Los Angeles (Wachs, 1993) where funding was transferred from bus services in the inner city serving low-income households to subsidise the light rail system serving high-income households because it could not cover its operating costs, thereby leading to a loss of equity.

Many light rail systems run from outer prosperous areas to the city centre, passing through inner urban areas which house low-income households. In some cases, for example, Vancouver, San Jose and Rouen, the systems were used as catalysts to help regeneration which can lead to jobs and investment in infrastructure in these areas. Generally this involves using complementary policies to help in the regeneration process, and it may be these policies which actually help reduce social exclusion by offering jobs and so providing income, but the light rail scheme is required as the catalyst.

In summary, light rail schemes can be used to help reduce social exclusion, but this may well be indirectly through increasing investment in deprived areas leading to economic regeneration rather than directly as a form of public transport.

Contribution to safety

Light rail is very safe compared to the car both for users and non-users and so its introduction into an area should increase the overall safety of the area as people transfer from the less safe mode. Litman categorised the 50 largest US cities into those with a large rail system, a small rail system, and bus-only, as shown in the table below.

  Large rail system Small rail system Bus only
50 largest US cities 7.46 9.99 11.72

The analysis lumps together heavy and light rail but that does not significantly reduce its relevance here.

Contribution to economic growth

The stimulation of development is a key objective for the building of many light rail systems. A new light rail system will not, on its own, induce development, but it can form part of a package to facilitate development. It plays several roles in the process: it provides a modern, efficient way for residents to reach jobs outside the area, it provides access into the area for workers, shoppers and those on leisure trips, it demonstrates a commitment to the area by various levels of government, it provides a useful theme for marketing the area, and so on. In order to implement these concepts there needs to be investment in housing, jobs, shops and leisure facilities. Most of this will be by the private sector which will see the commitment made by the public sector to the light rail system and will recognise that the system will convey workers and customers in a suitably high technology style, that a bus simply would not do. In this regard LRT's lack of flexibility when compared with bus is a positive asset because developers can be confident that once the LRT infrastructure is in place high quality services will be run for a very long time. Bus services on the other hand (particularly in a deregulated market) can be altered on a yearly or even monthly basis. In order to start the development process off, incentives of various sorts may have to be offered, such as tax reductions or reductions in planning restrictions. These issues of complementary policies are discussed in the next section, but it is important to note here that light rail has a role to play in the urban development process along with other policy instruments.

In terms of the systems examined here, neither Manchester Metrolink nor Sheffield Supertram seem to have had much impact in terms of development. There are at least two reasons why this may be the case: from about 1989 to about 1994, Britain was in economic recession, so there would not be much happening in the form of development with or without light rail, and secondly, the survey work was carried out within a few months of the opening of the system, and it could take several years for definite evidence of development induced by the light rail system to show.

Evidence of development impacts were found for the new systems in St Louis, San Diego, San Jose, Portland, Calgary, Vancouver, Rouen and Tyne and Wear. In these cases complementary policies were used and there have been at least some years since they opened when their national economies have not been in recession.
Some other systems, those in Baltimore, Los Angeles and Sacramento, have not induced development to any significant degree, and are regarded as generally not very successful (Babalik, 2000, Mackett and Babalik, 2001a).

It can be seen that light rail systems can be used with complementary policies to stimulate development in particular areas. In some cases this may be simply a matter of shifting development from one area to another, and therefore not necessarily adding to the overall level of economic development in the city. In other cases, it may be making the city served by the light rail system more attractive than other cities without such a system, and so adding to economic growth locally, but not at a regional or national scale. That may not matter if it is desired to stimulate development in a particular area, for example to help 'kick-start' a major regeneration process.

Contribution to meeting objectives
Objective Comment
Efficiency Evidence presented suggests that cities with rail systems tend to have lower levels of congestion. It is accepted practice to apply a factor to reflect the improved quality of light rail over bus when modelling its impacts. This practice is based on numerous stated preference surveys were respondents indicate a preference for light rail over bus.
Liveable streets Tram projects are often associated with more general improvements in the urban domain but it may not be appropriate to attribute these improvements to the tram scheme itself. Where there is transfer from car it is likely to provide some improvements in liveability.
Protection of the environment Where there is transfer from car there is likely to be a net reduction in CO2 and local pollutants.
Equity and social inclusion Some evidence of LRT forming part of a package that has led to regeneration of a particular area.
Safety If a system achieves transfer from car then accident rates will reduce. Evidence from US cities suggests that those with rail systems tend to have lower traffic fatalities per head of population.
Economic growth The evidence suggests that the other complimentary policies are in place then and LRT can help stimulate economic growth in an area. It is not clear whether this represents a redistribution of growth or a net increase.


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Text edited at the Institute for Transport Studies, University of Leeds, Leeds LS2 9JT