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    FHWA-HEP-13-002

    TMIP Activity Based Model Webinar Series

    Instructors Manual

    OCTOBER2012

    FHWA-HEP-13-002

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    Notice

    This document is disseminated under the sponsorship of the U.S. Department of Transportation

    in the interest of information exchange. The U.S. Government assumes no liability for the use of

    the information contained in this document. This report does not constitute a standard,

    specification, or regulation.

    The U.S. Government does not endorse products or manufacturers. Trademarks or

    manufacturers names may appear in this report only because they are considered essential to the

    objective of the document.

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    Table of Contents

    Introduction ..................................................................................................................................... 1

    Webinar Schedule ........................................................................................................................... 2

    Acknowledgements ......................................................................................................................... 3

    Webinar Content ............................................................................................................................. 4

    Session 1: Executive Perspective ................................................................................................... 5

    Session 1 Questions and Answers ............................................................................................. 64

    Session 2: Institutional Issues for Managers ................................................................................ 69

    Session 2 Questions and Answers ........................................................................................... 153

    Session 3: Technical Issues for Managers ................................................................................. 156

    Session 3 Questions and Answers ........................................................................................... 237

    Session 4: Frameworks and Techniques .................................................................................... 240

    Session 4 Questions and Answers ........................................................................................... 334

    Session 5: Population Synthesis and Household Evolution ....................................................... 336

    Session 5 Questions and Answers ........................................................................................... 434

    Session 6: Accessibilities & Treatment of Space ...................................................................... 436

    Session 6 Questions and Answers ........................................................................................... 561

    Session 7: Long-Term and Mobility Choice Models ................................................................. 563

    Session 7 Questions and Answers ........................................................................................... 637Session 8: Activity Pattern Generation ...................................................................................... 639

    Session 8 Questions and Answers ........................................................................................... 720

    Session 9: Scheduling & Time-of-Day Choice .......................................................................... 722

    Session 9 Questions and Answers ........................................................................................... 812

    Session 10: Tour Mode, Primary Destination, Intermediate Stop Location, and Trip Mode .... 815

    Session 10 Questions and Answers ......................................................................................... 904

    Session 11: Network Integration ................................................................................................ 907

    Session 11 Questions and Answers ....................................................................................... 1009

    Session 12: Forecasting and Application ................................................................................. 1011

    Section 12 Questions and Answers ....................................................................................... 1109

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    Introduction

    This document contains presentation materials from a webinar series on activity-based modeling

    held in 2012. The webinar series was sponsored by the Travel Model Improvement Program

    (TMIP), which was created to advance the state of the practice of travel modeling by advancingresearch and building the technical capabilities of transport agency staff. The overall goal for the

    webinar series was to improve the capacity of Metropolitan Planning Organizations (MPOs) to

    evaluate and deploy advanced modeling approaches, primarily focused on activity-based travel

    demand modeling. The key objectives of the webinar series were as follows:

    Educate staffinvolved in MPO forecasting on advanced modeling principles, theoretical

    frameworks, and model components as well as identifying opportunities that activity-basedmodels offer for planning purposes that are difficult to achieve reliably or cost-effectivelywith trip-based models.

    Address obstaclesto the deployment of advanced models by describing the costs andbenefits of advanced models, in relation to the costs and benefits of existing models. Costswill include staff time, consultant costs, software and hardware needs, and the time it willtake to deliver results. Benefits will include new and improved performance measures, newplanning policies that can be evaluated and improved understandings of travel behavior toprovide explanations of impacts to decision-makers.

    Discuss implementationstrategies for advanced models that address specific applicationneeds, incremental deployment of hybrid models, migration from traditional 4-step planningmodels, and the resources and expectations needed to manage the development of activity-based models.

    Motivate adoptionof advanced models to improve performance-based planning byexpanding the set of useful performance measures and improving the accuracy and level ofdetail of existing performance measures.

    A series of twelve webinars were held to address these objectives with three different audiences

    in mind: one session for the MPO executive to understand the big picture and the motivation,

    two sessions for modeling managers to consider the institutional and technical issues of

    developing, maintaining and updating activity-based models, and nine sessions to educate staff

    on the principles, frameworks, and techniques to deploy advanced models, as well as options for

    implementation.

    Advanced Models

    The term advanced models can include a wide variety of forecasting methods that are

    developed to support transportation planning, including activity-based passenger demand

    forecasting models, tour-based and supply chain freight demand forecasting models, land use

    forecasting models (integrated with travel models), dynamic traffic assignment models

    (integrated with travel demand models), emissions models, and cost-benefit models. Although

    the focus of the webinars is on activity-based models, the material was presented in the context

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    of the larger modeling system for freight, land use, traffic, emissions, and cost-benefits so that

    practitioners could evaluate their own approach within this context. A key aspect of the webinars

    was to provide practical examples of the benefits of activity-based models for addressing new

    transportation challenges, such as transport pricing, shifts in demographic trends such as aging

    population, travel demand management strategies, and greenhouse gas emissions.

    Diversity of Activity-based Models

    Activity-based models have been developed by over a dozen MPOs, are being considered for

    development by another dozen MPOs, and are in active use for planning applications in at least a

    handful of places. There are two prominent frameworks in active use around the U.S. (CT-

    RAMP and DaySim) and at least two others under development at MPOs (AMOS and

    CEMDAP) as well as numerous other academic frameworks in the U.S. and abroad. The purpose

    of the webinars was not to dwell on specific platforms but to educate participants on the features

    in activity-based models and the differences that exist between approaches. The webinars strived

    to represent the different frameworks accurately and fairly to present an objective view of the

    possible options. The consultant team selected for the project included representation of the

    developers of the two prominent frameworks (Parsons Brinckerhoff and John Bowman/Mark

    Bradley) and representatives who have used the other two frameworks (Bhargava Sana of

    Resource Systems Group for AMOS and Kostas Goulias for CEMDAP). Nearly every webinar

    was instructed by a representative of each primary firm (Resource Systems Group and Parsons

    Brinckerhoff) to represent the different frameworks and experiences adequately during each

    webinar. Material was reviewed by a set of key technical advisors, including John Bowman,

    Mark Bradley, and Kostas Goulias, to ensure that all aspects of the different frameworks are

    adequately represented.

    Webinar Schedule

    The webinars were held over eight months in 2012, as shown inTable 1.Also shown are the date

    that each webinar was held and the instructors for the webinar. In general, the first instructor

    listed was the lead instructor and primarily responsible for content, though in most cases both

    instructors and a number of other consultant staff contributed significantly to content as well. As

    noted above, the webinar series was presented in two parts; the first three sessions focused on

    agency management contemplating moving to an activity-based model for their region, while the

    second nine sessions provided more technical detail on the formulation, theory, and mechanics of

    activity-based models and their application to a variety of policy scenarios.

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    Table 1: Activity-Based Modeling Webinars, Dates, and Instructors

    Session

    Numbe

    r

    Description Date

    Instructors

    Executive and Management Sessions

    1

    Executive Perspective February 2 Maren

    Outwater, Joel

    Freedman

    2

    Institutional Topics for Managers February 23 John Gliebe,

    Rosella Picado

    3

    Technical Issues for Managers March 15 Joel Freedman,

    Maren Outwater

    Technical Sessions

    4

    Activity-Based Model Framework April 5 John Gliebe,

    Joel Freedman

    5

    Population Synthesis and Household Evolution April 26 John Gliebe,

    Peter Vovsha

    6

    Accessibility and Treatment of Space May 17 Joel Freedman,

    Kostas Goulias

    7

    Long-Term and Medium Term Mobility Models June 7 Maren

    Outwater, Peter

    Vovsha

    8

    Activity Pattern Generation June 28 Peter Vovsha,

    John Gliebe

    9

    Scheduling and Time of Day Choice July 19 Peter Vovsha,

    Maren Outwater

    10

    Tour and Trip Mode, Intermediate Stop Location August 9 Joel Freedman,

    John Gliebe

    11

    Network Integration August 30 Joe Castiglione,

    Peter Vovsha

    12

    Forecasting, Performance Measures and Software September

    20

    John Gliebe,

    Peter Vovsha

    Acknowledgements

    This project was sponsored by the Travel Model Improvement Program (TMIP), which was

    created to advance the state of the practice of travel modeling by advancing research and

    building the technical capabilities of transport agency staff. The TMIP project manager was

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    Sarah Sun. The webinar series was developed and presented by a consultant team which included

    Resource Systems Group (RSG) and Parsons Brinckerhoff (PB). John Gliebe served as RSG

    project manager, and Joel Freedman was the PB project manager. Stephen Lawe (RSG) also

    provided management support for the project. Content was developed and delivered largely by

    the following staff: John Gliebe (RSG), Maren Outwater (RSG), Joel Freedman (PB) and Peter

    Vovsha (PB). The following staff also provided content and presented material: Rosella Picado

    (PB), Joe Castiglione (RSG), Greg Erhardt (PB), Kostas Goulias (University of California -

    Santa Barbara), Bhargava Sana (RSG), Nazneen Ferdous (RSG), and Jason Chen (RSG). John

    Bowman, Mark Bradley and Kostas Goulias reviewed and the material and made

    recommendations. RSG staff members Bhargava Sana, Brian Grady and Sumit Bindra were

    responsible for media production, setting up the webinar software and technical issues.

    Webinar Content

    The following pages of this document contain the content of each webinar, including the slides

    and speaker notes. The questions and answers from the mid-point break and the end of the

    webinar are given at the end of each webinar session.

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    Session 1: Executive Perspective

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    Page 1

    Activity-Based Modeling

    Session 1: Executive Perspective

    Speakers: Maren Outwater & Joel Freedman February 2, 2012

    TMIP Webinar Series

    This is the first of twelve activity-based modeling webinars that we will conduct over the next

    nine months. This session is designed as a high-level view of activity-based models, designed for

    executives. The next two sessions are designed for modeling managers. The remaining nine

    sessions are technical in nature and are designed for modeling staff.

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    Page 2

    Activity-Based Modeling: Executive Perspective

    AcknowledgmentsThis presentation was prepared through the collaborative efforts

    of Resource Systems Group, Inc. and Parsons Brinckerhoff.

    Presenters

    Maren Outwater

    Joel Freedman

    Content Development, Review and Editing

    Maren Outwater Joel Freedman

    John Gliebe, Peter Vovsha, Rosella Picado

    Media Production

    Bhargava Sana, Brian Grady

    2

    Resource Systems Group and Parsons Brinckerhoff have developed these webinars

    collaboratively, and we will be presenting each webinar together.

    Maren Outwater and Joel Freedman are co-presenters. They were also primarily

    responsible for preparing the material presented in this session.

    Stephen Lawe is the session moderator.

    Content development was also provided by John Gliebe, Peter Vovsha, and Rosella

    Picado.

    Bhargava Sana and Brian Grady were responsible for media production, including setting

    up and managing the webinar presentation.

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    Page 3

    Activity-Based Modeling: Executive Perspective

    Learning Outcomes How travel demand models are used

    Benefits and limitations of activity-based models

    Why current models cant answer certain policy

    questions

    Time and resources needed to implement an activity-

    based modeling system

    3

    At the end of this presentation, you should understand the following executive viewpoints on:

    Why travel demand models are used in planning;

    What activity-based models can do well and what some of the limitations and challenges

    in using these models are;

    What policy questions are better answered with activity-based models; and

    The staff, software and hardware resources needed to implement an activity-based model.

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    Activity-Based Modeling: Executive Perspective

    Outline Overview of activity-based models and their use

    Practical advantages of activity-based models

    Limitations of activity-based models

    Policy evaluations that benefit from activity-basedmodels

    Staff and resource requirements

    4

    (Maren Outwater) I will cover an overview of activity-based models, including providing some

    specific practical advantages of their use. In addition, I will cover some of the challenges and

    limitations of using activity-based models to provide a balanced perspective (activity-based

    modeling is certainly not appropriate for every agency or every purpose). Then, Joel will cover

    examples of policy evaluations where activity-based models have an advantage over traditional

    methods. Lastly, Joel will discuss the staff and resource requirements of activity-based models.

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    Activity-Based Modeling: Executive Perspective

    Terminology A travel demand model that produces tours

    with activity stops

    Activity-basedmodel

    A chain of trips that begin and end at home orwork

    Tours

    A travel demand model that produces tripsTrip-based model

    Applied at a disaggregate level, typically withgreater spatial and temporal detail

    Advanced models

    Integration of economic, land use, travel, trafficand air quality models

    Integrated modelingsystem

    5

    For discussion purposes, wed like to define the following terms:

    Activity-based modelis a travel demand model that produces tours with activity stops, also

    called a tour-based travel model

    Toursrefers to a chain of trips that begin and end at home or work; these trips are linked so that

    travelers, destinations, modes and times are all consistent in the context of the tour

    Trip-based modelis a travel demand model that produces trips, also called a 4-step planning

    model

    Advanced modelsincludes activity-based models, dynamic traffic assignment, land use,

    economic and air quality models that are applied at a disaggregate level, typically with greater

    spatial and temporal detail than traditional models

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    Activity-Based Modeling: Executive Perspective

    Key Concepts Activity-based models

    provide sensitivities to policies and more intuitive analysisthan existing methods

    produce many performance measures that are not possiblewith existing methods

    do not necessarily take longer or cost more to develop and

    apply than existing methods An all-new activity-based model is a similar level of effort and cost to

    developing an all-new trip-based model

    An incremental change to an existing activity-based model is similarin effort and cost to an incremental change in a trip-based model

    6

    One of the most important reasons to move to an activity-based model is to provide sensitivities

    to policies that are not possible using existing methods. Pricing policies have been pushing many

    MPOs into activity-based models because prior models did not have sensitivity to price on

    demand, destination or route choice. Another strong benefit is that many performance measures

    that are important for decision-making are now possible. For example, traveler benefits accruing

    to different populations can be provided to assess the equity of transportation investments.

    Now that the first wave of activity-based models have been developed, the time and cost of

    developing a new model does not necessarily take longer or cost more. It is difficult, of course,to make an apples-to-applescomparison of these costs, but some agencies have developed

    activity-based models with the same timeframe and costs as a trip-based model.

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    Activity-Based Modeling: Executive Perspective

    What is an activity-based travel model? Travel is a derived demandit results from the need of

    people to engage in activities outside the home

    Activity-based travel models are based on behavioraldecision-making theory whether to travel

    where to travel to

    when to travel how to travel

    This makes them better suited to address policies thataffect how people make travel decisions than trip-basedmodels

    8

    Activity-based models are more intuitively correct than traditional models because they closely

    follow an individuals decision-making process, whether to make a trip outside the home (or

    engage in activities at home), where this activity will take place, and when and how to get there.

    Results of activity-based models tend to be more intuitive than trip-based models also. This is

    because the modeled relationships underlying in the outcome behavior are more intuitive.

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    Activity-Based Modeling: Executive Perspective

    Modeling Daily Activity Schedules

    9

    5 23

    1-Work

    7:30 A.M. 5:00 P.M.

    1. Schedule Work Tour

    2. Calculate residual time windows

    < 7:30 > 5:00 P.M.

    3. Schedule Discretionary Tour

    2-Disc

    7 9 P.M.

    One concept in activity-based models is to model the full daily activity pattern and set schedules

    to fit these activities and the travel associated with them into a single day. Typically mandatory

    activities, such as work, are scheduled first and discretionary activities, such as shopping or

    eating out, are scheduled into remaining time periods.

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    Activity-Based Modeling: Executive Perspective

    Modeling Trip Chains and Tours

    7 trips

    2 tours

    4 stops

    1 stop

    10

    Work

    Home

    Car

    Car

    Car

    Grocery Store

    DaycareCenter

    Car

    GasStation

    Car

    LunchWalk

    Walk

    Another concept is that trips are part of a larger tour that may accomplish one or more activities

    and that all trips on a tour should be linked. For example, if you take your car in the morning to

    work, then you must use your car for running errands on the way home. You may also go out to

    lunch during the day, which represents another tour. Changes in this system may prompt you to

    go home before running errands, which means more trips and possibly different destinations,

    modes, or timing for these trips.

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    Activity-Based Modeling: Executive Perspective

    Why use an activity-based model? Connects travel throughout the day, similar to how

    decisions are made

    Is sensitive to cost, time, demographics, and policies

    Allows for greater spatial and temporal detail

    Allows greater household/person attribute detail.

    Tracks individuals travel behavior (not averages)

    11

    Activity-based models are consistent in their representation of travel behavior, which produces

    more consistent responses to changes in the transportation system. So, a change to the

    transportation system will affect whether someone will make a trip, where they make that trip,

    how and when in the same way. Trip-based models do not have the same level of consistency

    throughout the process. The other important aspect about activity-based models is that there are

    significantly more details and resolution on travelers, space and time, which provides more

    information on transportation impacts for decision-making.

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    Page 12

    Modeling Individuals in Households

    Household Attributes number of persons

    housing tenure

    residential building size/type

    number of persons age 65+

    number of persons under age 18

    number of persons that are part

    of the family number of children

    household income

    number of vehicles ownednumber of workers

    number of students

    Person Attributes relationship to householder

    gender

    age

    grade in school

    hours worked per week

    worker status

    student status

    12Activity-Based Modeling: Executive Perspective

    For example, activity-based models can take advantage of additional household and person

    attributes that are available in trip-based models in a more limited fashion. These include

    household attributes and person attributes, which are listed on this slide. Activity-based models

    utilize these attributes by synthesizing a population based upon Census data records.

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    Activity-Based Modeling: Executive Perspective

    Activity Purposes Work

    School/College

    Personal Business (e.g., Medical)

    Shopping

    Meals

    Social/Recreational

    Escort Passenger(s)

    Joint Participation

    Home (any activity which takes place within the home)

    14

    Activity-based models typically have many more purposes than trip-based models so that these

    can be associated with specific land uses. Often college trips are separated from grade-school

    trips, in order to send the right trips, by mode and time-of-day, to the right destination. Escorting

    passengers and joint participation in travel provide the means to track the interactions of persons

    in a household so that decisions that affect this joint travel are connected. Eating meals is often

    modeled as a separate trip purpose from other discretionary travel.

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    Page 15

    Contrasting Modeling Approaches

    Trip-Based

    Trips are generated from zonalaggregations of households

    Each trip is independent ofevery other trips generation,distribution, mode and timing

    Timing/direction of trips is notan explicit choice (fixed factors)

    Travel demand is not affectedby accessibility or the builtenvironment

    Market stratification limited byability to maintain trip tablesthroughout model stream

    Activity-Based

    Simulation of individualhouseholds and persons

    Trips are chainedmodeled aspart of tours, sub-tours andlarger daily activity patterns

    Starting and ending time ofactivities are modeled choices

    Built environment andaccessibility variables affecttravel demand

    Market stratification is afunction of individual andhousehold attributes

    15Activity-Based Modeling: Executive Perspective

    Many of you have employed trip-based (or 4-step) travel demand forecasting models for

    planning purposes at your agencies. I am going to talk about some of the benefits and limitations

    of activity-based models in a minute, but wanted to start with a simple comparison of the

    approaches.

    Most activity-based models simulate individual travel, whereas most trip-based models

    generate aggregate zonal estimates of travel;

    Most activity-based models model trip timing as a choice, whereas most trip-based

    models use fixed factors for trip timing;

    Most activity-based models show how accessibility and the built environment affect

    travel demand, whereas most trip-based models do not; and

    Trip-based models have limited market segmentation capabilities, whereas activity-based

    models do not.

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    Activity-Based Modeling: Executive Perspective

    Practical Advantages: Behavioral Models behavior more intuitively and is therefore easier to

    explain results

    Travel is based on round trips, which is how people makedecisions

    All relevant variables can affect decisions, rather than beinglimited to a few (because of disaggregate logit choice models)

    This also allows for incorporation of travel time and cost(weighted by mode and destination and time of day) to beincluded in higher level models (like auto ownership and tripgeneration)

    Travel behavior is modeled consistently throughout the process(e.g. trip chaining)

    16

    One of the best features of activity-based models is that travel choices are based on round trips

    and daily activity patterns. For example:

    If I need to stay late at work and there is no bus home at that hour, I will not choose to

    ride transit to work regardless of how good the service is.

    If I decide to run errands near work at lunchtime, then I wont need to stop on the way

    home.

    If I am telecommuting to work or school, then I wont need to travel at all.

    If there are new tolls on the system, I may choose to shop somewhere closer to home or

    on-line.

    All of these factors are modeled consistently by the behavioral processes in an activity-based

    model.

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    Activity-Based Modeling: Executive Perspective

    Ability to Derive Performance MeasuresShopping Trip

    FrequencyTime

    PeriodDistrict

    Work ActivityArrival/Depar

    ture TimesDistrict

    Mean TripLength

    Age GroupTime

    Period

    Trips Per Tour GenderValue of

    Time

    Mode Share

    Income

    Group

    Trip

    Purpose

    Mode Shareof Persons

    Within -mile ofTransit

    ParcelsWalk

    Trips/Person

    Tolls paidTrip

    PurposeTAZ

    18

    Can summarize travelbehavior metrics by

    various combinationsof the activity-basedmodel dimensions

    Some examples are

    There are many more examples of performance measures that are possible because activity-based

    models are based in individuals, which can be summarized across any number of traveler or trip

    characteristics. These measures include time spent in various activities, frequency of travel for

    various purposes, and person-type summaries of model outputs.

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    Activity-Based Modeling: Executive Perspective

    Practical Advantages: Spatial Detail Can be developed at a highly detailed level (parcels),

    Census block level (micro-zones) or an aggregate level(zones)

    Increased spatial detail (with parcels or micro-zones)provides more precision than is possible with 4-stepmodels

    Used to create accessibility buffers for access toemployment, population, transit stops, paid parkingsupply, and surrounding intersection connectivity

    Non-motorized and transit trips can be more accuratelyrepresented

    19

    Spatial detail in activity-based models has been developed at the parcel level, the micro-zone

    level, or the traditional analysis zone (TAZ) level. The increased detail of parcels and micro-

    zones offers more precision, more information for reporting, and more intuitive results. For

    example:

    Shopping activities would primarily be located on retail parcels

    Each job will be filled by a single worker in that industry

    The built environment can be represented by buffers of population and employment within acertain distance of transit stops or parking and by network or urban densities. For example,

    transit oriented development can be specifically represented. Non-motorized travel (walk and

    bike) and walking to transit also can be explicitly modeled with this additional spatial detail.

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    Activity-Based Modeling: Executive Perspective

    Practical Advantages: Temporal Detail Models are much more detailed (e.g. 30-min, 5-min, 1-

    min)

    Time chosen for travel is represented by the complexdemands of household members, work and schoolschedules, etc.

    Trip timing is affected by congestion and tolls thatchange by the minute (dynamic) resulting in peakshifting

    20

    Activity-based models are typically much more detailed temporally as well. Often time is

    measured in 30 minute time intervals, if not smaller. This provides benefits for evaluation of

    operational strategies at the regional level as well as traffic operations at a local level. With this

    additional level of detail, analysis of dynamic pricing strategies is possible.

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    Activity-Based Modeling: Executive Perspective

    Example: Jacksonville Temporal Resolution

    21

    1 overnight skim 9 hourly midday & shoulder skims 12 30-min peak peri od skims

    EV PM EVAM MD

    0%

    1%

    2%

    3%

    4%

    5%

    6%

    7%

    8%

    9%

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26

    %o

    fRegionalTravel

    Here is an example of additional temporal resolution in the Jacksonville model. The variations

    within a traditional broader time period are significant and may produce misleading results when

    an average volume or delay is calculated.

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    Activity-Based Modeling: Executive Perspective

    Practical Advantage: Visualization of Results There are many new types of

    measures that can be reported

    Detailed spatial or temporaldata can be visualized quickly

    Aggregated results can be

    reported across many differentdimensions

    23

    The visualization of results in activity-based models is possible because of the additional spatial

    and temporal detail and market segmentation that are contained in the models. For example, this

    plot of change in real estate prices for each parcel in the Seattle region (1.2 million) shows a

    positive change in price due to expanded highway capacity.

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    Activity-Based Modeling: Executive Perspective

    Limitations: Computational Challenges Tradeoffs between

    Model features

    Optimized software

    Hardware

    Run time

    New, unconventional software platforms

    24

    One of the bigger challenges for activity-based models in the past has been the development of

    new software platforms, which are now more stable than they were in the beginning. The

    computational challenge for these software platforms has been the tradeoff between modeling

    features, optimization of the programs, more expensive hardware and run times. Each agency

    may identify one or more of these as objectives and must tradeoff the others in order to achieve

    the objective. For example, if I want to limit run time, then I will need some combination of

    fewer model features, more optimized programs, and more expensive hardware.

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    Activity-Based Modeling: Executive Perspective

    Limitations: Behavioral and Spatial Realism Some activity-based models have intra-household interactions to

    show how travel is coordinated among household members,which adds complexity to the calibration effort

    Some activity-based models have parcel-level or micro-zone datainputs to show how travel is affected by nearby land uses andaccessibility to transit; some do not because of poor data quality

    Inclusion of travel times and costs at different parts of theprocess adds realism, but also adds complexity and time

    Some activity-based models model have increased temporalresolutionmodel more time periodsthis adds realism andaids accuracy, but also results in more computational time anddisk storage

    25

    While more complexity is possible, it is not always desirable, and it should be tailored to the

    region's needs. Tradeoffs for behavioral and spatial realism are inevitable. It is also important to

    note that activity-based models can be developed in phases to add detail over time.

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    Page 26

    Advantage and Limitation: Data

    Traditional data that is

    generally applicable:

    Household travel surveydata

    Highway and transitnetworks and zone

    systems

    On-board surveys

    Other data desired includes:

    Parking supply and cost

    Built environment

    Pedestrian/bike

    26

    Data can be limited to existing sources, but advantages of theactivity-based models will be dependent on level of detail,quality and completeness of the data

    Activity-based models offer an advantage in that many new types of data can be utilized and the

    models can take advantage of more detailed data. Activity-based models also can be

    implemented with primarily traditional data sources, but this will limit its advantages so

    incremental improvements should include enhancements to the data. Activity-based models use

    traditional data in more rigorous ways, so the quality and completeness of these data are more

    important (and also easier to check and correct).

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    Page 27

    Questions and Answers

    27

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    Page 29

    Activity-Based Modeling: Executive Perspective

    Example:Manhattan

    Congestion

    Pricing

    Study

    29

    Central

    Business

    District

    Congestion Pricing

    Zone Boundary

    Congestion Pricing

    Zone Portals

    One of the first activity-based model applications for a major pricing project in the United States

    was the application of the New York Metropolitan Region (NYMTC) activity-based models to a

    congestion pricing policy for Manhattan. The application tested a number of congestion pricing

    schemes, including a cordon pricing scheme, where all auto trips crossing the zone boundaries

    indicated on the slide were charged a fee.

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    Page 30

    Analyzing Who pays? and How much?Type of Driver/ Group

    Level of

    Discount

    Taxi, Transit FREE

    Commercial Vehicles, Shuttles FLEET

    Rental Cars & Car Sharing FLEET

    Toll-payer Fee-bate $1 off

    Low-Income (Lifeline Value) 50% off

    Disabled Drivers 50% off

    Zone Residents 50% off

    Low-Emission Vehicles -

    HOV/Carpool -

    May be accompanied by

    investment in Means-Based

    Fare Assistance Program

    Helps minimize administrative

    impacts for businesses, and

    keeps industry moving

    Would require

    documentation of

    inability to take transit

    30Activity-Based Modeling: Executive Perspective

    Another congestion pricing application involved the San Francisco County Transportation

    Authority (SFCTA) activity-based model. This shows an example of one of the toll policies

    explored in the study. The complexity of the policy, in terms of the types of discounts offered to

    different user groups, is difficult to represent efficiently with a trip-based model.

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    Activity-Based Modeling: Executive Perspective

    0

    0.02

    0.04

    0.06

    0.08

    0.1

    0.12

    0.14

    0.16

    0.18

    $- $5 $10 $15 $20 $25 $30

    Value o f T ime ($/Hou r)

    Prob

    ability

    Density

    Income $0-30k

    Income $30-60k

    Income $60-100k

    Income $100k+

    Estimated San Francisco Resident Values of Time

    31

    A key assumption in any road pricing study is travelers value of time, which determines the tolls

    that travelers are willing to pay to achieve certain travel time savings. We know from many

    surveys and studies that values of time are situational and that they vary greatly, from person to

    person and even for any given person, depending of the situation. The SFCTA model represents

    this value of time variability explicitly, and doing so helps to obtain a more logical response to

    tolls from the model.

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    Activity-Based Modeling: Executive Perspective

    Travel Demand Management Strategies to change travel behavior in order to reduce

    congestion and improve mobility

    Telecommuting\Work-at-home

    Flexible work schedules (off-peak)

    Rideshare programs

    Scenario-based approaches necessary

    Model system captures the effects of TDM policy outcomes Cannot identify which policies will affect flexible work

    schedules

    But can estimate the impact on transportation systemperformance of shift from a 5-day 8-hour work week to a 4-day 9+ hour work week

    32

    Travel demand management schemes are another policy application that activity-based models

    are particularly well-suited for. Travel demand management strategies seek to change travel

    behavior in order to reduce congestion and improve mobility, and include strategies such as

    telecommuting, flexible work schedules, and rideshare programs. Though it is difficult for any

    model to predict participation in such programs, it is possible to use a scenario-based approach in

    order to model the programs effects on transport demand, congestion, and air quality. A

    scenario-based approach involves making assumptions about participation rates (or borrowing

    rates from other existing programs) and adjusting model demand to match those assumptions.

    The model is then run to determine the impacts of those assumptions.

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    Activity-Based Modeling: Executive Perspective

    TDM Analysis: Burlington, VT Flexible Schedule

    scenario

    Asserted assumptionsabout:

    Fewer individual workactivities

    Longer individual workdurations

    Aggregate workdurations constant

    Target: FulltimeWorkers

    0

    1

    2

    3

    4

    5

    6

    7

    8

    Duration

    1.0

    0

    2.0

    0

    3.0

    0

    4.0

    0

    5.0

    0

    6.0

    0

    7.0

    0

    8.0

    0

    9.0

    0

    10.0

    0

    11.0

    0

    12.0

    0

    13.0

    0

    14.0

    0

    15.0

    0

    %ofTours

    Work Tour Duration Distribution

    Original

    Adjusted

    Tours by Purpose (Fulltime Workers)Ori gina l Adj usted Adj /Orig

    Work 94,408 78,472 0.83

    School 115 140 1.22

    Escort 8,070 9,023 1.12

    Pers Bus 13,519 16,848 1.25

    Shop 10,531 12,938 1.23

    Meal 3,817 3,842 1.01

    Soc/Rec 13,076 14,360 1.10

    Workbased 27,949 23,211 0.83

    Total 171,485 158,834 0.93

    33

    For example, a flexible schedule scenario was run using the Burlington, Vermont activity-based

    model. The scenario assumed that there would be approximately 20% fewer work and work-

    based tours as a result, but with longer work tour durations. The tour generation and time-of-day

    choice models were adjusted according to these assumptions, and the model was run to

    determine the impacts on other dimensions of travel.

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    Activity-Based Modeling: Executive Perspective

    TDM: DemandImpacts

    ~4% Reduction in overall trips

    Reduced peak period andmidday travel

    More early AM travel andevening travel

    Fewer, and earlier, work trips

    More nonwork trips in morningand evening with fewer inmidday

    -4000

    -3000

    -2000

    -1000

    0

    1000

    2000

    3000

    4000

    03:00

    04:00

    05:00

    06:00

    07:00

    08:00

    09:00

    10:00

    11:00

    12:00

    13:00

    14:00

    15:00

    16:00

    17:00

    18:00

    19:00

    20:00

    21:00

    22:00

    23:00

    00:00

    01:00

    02:00

    Difference in Trips by Time of Day

    TDM

    -4000

    -3000

    -2000

    -1000

    0

    1000

    2000

    3000

    4000

    03:00

    04:00

    05:00

    06:00

    07:00

    08:00

    09:00

    10:00

    11:00

    12:00

    13:00

    14:00

    15:00

    16:00

    17:00

    18:00

    19:00

    20:00

    21:00

    22:00

    23:00

    00:00

    01:00

    02:00

    Difference in Trips by Time of Day

    TDM-WORK

    TDM-NONWORK

    34

    The results shows a 4% overall reduction in trips, with reduced peak period and midday travel,

    but more early AM and evening travel (due to the longer work hours). There were also more

    non-work trips in the morning and the evening, as workers seek to fulfill travel needs (such as

    shopping and escorting) at other times in the day.

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    Activity-Based Modeling: Executive Perspective

    TDM: Supply Impacts Total VMT declines slightly

    Reduced peak period and midday VMT,increased VMT in evening

    Reduced peak period and midday delayacross all facility types, additional delay inthe evening

    0

    50000

    100000

    150000

    200000

    250000

    300000

    0:00

    1:00

    2:00

    3:00

    4:00

    5:00

    6:00

    7:00

    8:00

    9:00

    10:00

    11:00

    12:00

    13:00

    14:00

    15:00

    16:00

    17:00

    18:00

    19:00

    20:00

    21:00

    22:00

    23:00

    30-minute time period

    VMT by 30 Minute Period

    BASE

    TDM

    0

    200

    400

    600

    800

    1000

    0:00

    1:00

    2:00

    3:00

    4:00

    5:00

    6:00

    7:00

    8:00

    9:00

    10:00

    11:00

    12:00

    13:00

    14:00

    15:00

    16:00

    17:00

    18:00

    19:00

    20:00

    21:00

    22:00

    23:00

    30-minute time period

    Hours of Delay - Major Arterials

    BASE

    TDM

    0

    50

    100

    150

    200

    250

    300

    0:00

    1:00

    2:00

    3:00

    4:00

    5:00

    6:00

    7:00

    8:00

    9:00

    10:00

    11:00

    12:00

    13:00

    14:00

    15:00

    16:00

    17:00

    18:00

    19:00

    20:00

    21:00

    22:00

    23:00

    30-minute time period

    Hours of Delay - Minor Arterials

    BASE

    TDM

    0

    100

    200

    300

    400

    500

    0:00

    1:00

    2:00

    3:00

    4:00

    5:00

    6:00

    7:00

    8:00

    9:00

    10:00

    11:00

    12:00

    13:00

    14:00

    15:00

    16:00

    17:00

    18:00

    19:00

    20:00

    21:00

    22:00

    23:00

    30-minute time period

    Hours of Delay -C ollectors

    BASE

    TDM

    35

    Only slight declines were observed in vehicle-miles of travel (VMT), with slight increases in the

    evening.

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    Activity-Based Modeling: Executive Perspective

    Policies: Transit Destination and mode choices for round trips (tours) affect

    destination and mode choices for individual trips

    Tour-level destination and mode choices consider bothoutbound and return availability, travel times and costs

    Added detail from home to the transit stop and from thestop to the destination and for local walk and bike travel has

    improved accuracy Transit fare passes and drivers licenses can be explicitly

    represented

    Built environments affect station area ridership

    36

    Activity-based models have also been successfully used for major transit applications, including

    New Starts forecasting. Activity-based models offer a number of advantages over trip-based

    models for transit analysis. Because activity-based models consider round-trip levels-of-service,

    PM peak and evening transit service can affect transit demand throughout the day. Transit fare

    policies can be better modeled by explicitly modeling transit fare pass ownership at a person-

    level instead of a trip level. Increased spatial accuracy between the origin\destination and the

    transit stop results in a more realistic representation of access and egress time.

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    Page 37

    Transit New Starts Application:

    Muni Central Subway

    1.4 miles connecting South ofMarket to Chinatown

    Third Street LRT 7.1 milesurface line (IOS = Baseline)

    37Activity-Based Modeling: Executive Perspective

    The New Central Subway was the first New Starts project in the United States to be evaluated

    with an activity-based model. This project involved the evaluation of a 1.4-mile long

    underground extension to the Third Street light-rail line in San Francisco, connecting the South

    of Market area to Chinatown.

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    Activity-Based Modeling: Executive Perspective

    Work Tour Destination-Based User Benefit

    38

    This map shows User Benefits provided by the Central Subway compared to a baseline

    alternative, specifically for work tours by destination zone. The green zones are winners; that

    is, zones that see an overall improvement in mobility due to the subway. The red zones are

    losers; zones that see an overall decrease in mobility due to the subway. In this particular

    alternative, there are losses in mobility along the existing Embarcadero light-rail line, due to re-

    routing of trains to the Central Subway corridor, causing an increase in headway and wait time.

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    Activity-Based Modeling: Executive Perspective

    Another (non-New Starts) Transit

    Application: Sacramento State BRT Project

    Activity-based model used to simulatecampus arrivals and departures by hour time periods

    Parking lots fill up -> park further from

    destination

    Choice of BRT or walk from lot to

    destination

    39

    The Sacramento Area Council of Governments (SACOG) activity-based model was used to feed

    a simulation model developed for Sacramento State University in order to measure demand for a

    bus-rapid transit (BRT) project. The activity-based model produces travel demand in 30-minute

    intervals. The simulation model disaggregated demand to and from Sacramento State University

    to a more refined zone system. Trips driving to and from campus were allocated to one of the

    parking lots on campus, and their choice of mode (walk versus transit) between their campus

    destination and the parking lot was explicitly modeled.

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    BRT Boardings By Time Period

    0

    100

    200

    300

    400

    500

    600

    5:0

    0

    6:3

    0

    8:0

    0

    9:3

    0

    11

    :00

    12

    :30

    14

    :00

    15

    :30

    17

    :00

    18

    :30

    20

    :00

    21

    :30

    23

    :00

    Time Period

    Boardings

    BRT Boardings

    Total Available Parking By Time Period

    0

    2,000

    4,000

    6,000

    8,000

    10,000

    12,000

    14,000

    5:00

    6:30

    8:00

    9:30

    11:00

    12:30

    14:00

    15:30

    17:00

    18:30

    20:00

    21:30

    23:00

    Total Spaces

    The tour-based modeltracks time in hourperiods

    Conventional modelsdo not have this levelof detail

    Parking constraintsand policies affecttransit ridership

    Temporal Analysis of BRT Parking and Boardings

    40Activity-Based Modeling: Executive Perspective

    The results of the Sacramento State campus area application are shown. The top chart shows how

    parking spaces are utilized throughout the day. As parking lots in more desirable locations fill

    up, students and faculty must park further from their on-campus destination. As that occurs, BRT

    boardings (shown below) increase. BRT boardings are due to the timing of on-campus arrivals

    and departures and the use of the BRT line as an intra-campus distribution system (as well as

    demand from the nearby light-rail station which the BRT line also serves). Various parking

    configurations were tested with the model.

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    Activity-Based Modeling: Executive Perspective

    Policies: Environment and Climate Change Disaggregate data on travel provides more accurate

    estimates of emissions

    Trip chaining provides better data on starts/stops

    Compact Urban Form and Transit Oriented Developmentrepresented more completely through greater level of detail

    Pricing and TDM are important policies for GHG

    reduction

    Vehicle ownership (type, age) affects emissions

    41

    Activity-based models have been used to test policies involving the environment and climate

    change. One useful aspect of activity-based models is that vehicle-miles of travel and emissions

    calculations can be traced back to the household, since non-home-based trips are modeled as part

    of tours. This makes it easier to describe the effects of land-use policy on emissions.

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    Activity-Based Modeling: Executive Perspective

    Combined with Emissions Modeling

    42

    GHG estimates by residence parcel -- Sacramento Area Council of Governments

    Here is a plot that shows greenhouse gas emissions by residential parcel, from the SACOG

    activity-based model. Households residing in more urbanized areas generate relatively less

    greenhouse gas emissions than households living in more rural areas, due to relatively smaller

    household sizes, shorter trip lengths, and increased use of non-motorized and transit modes.

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    Activity-Based Modeling: Executive Perspective

    Evacuation Modeling:Persons Not at Home by TAZ and Hour

    Atlanta Regional Commission

    43

    Activity-based models can be used to perform evacuation modeling. This animation shows the

    height of each zone based upon the number of persons in that zone who do not live in the zone,

    by hour of the day. These are persons who are traveling for work, shopping, and other out-of-

    home activities, which is possible because the activity-based model tracks how people are

    spending their time throughout the day. This provides an opportunity to model evacuation plans;

    the simulation can be stopped for a specific time period and the behavior of each person can be

    modeled based upon supplementary survey data.

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    Activity-Based Modeling: Executive Perspective

    Policies: Land Use More direct representation of different land uses

    (dwelling unit type, industry categories, parks, etc.) withtypes of travel (recreation, eating out, shopping,etc.) and the households that occupy those units

    Use of worker occupation better connects workers withtheir right jobs

    Parcel-based and micro-area systems allow for moredetail at businesses/destinations and to aggregate atdifferent level for households

    44

    There are a number of advantages that activity-based models offer to better address land-use

    policy. Activity-based models often use a finer spatial system than the zone, so they are able to

    provide a more realistic representation of density, mixed-use land-use, and other pedestrian

    environment variables.

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    Page 45

    Activity-Based Modeling: Executive Perspective

    Effects of Transportation Capacity on Parcel Prices

    45

    The Puget Sound Regional Council (PSRC) model was a hybrid model where the land use and

    activity pattern generator were micro-simulated. These micro-simulation model steps were then

    integrated with a trip-based destination and mode choice model. These examples come from the

    activity-based part of the model. These graphs show the results from a sensitivity test where core

    urban highway capacity was doubled (i.e. the same networks as the baseline with a doubling of

    the lane capacities for the core urban highway facilities (I-5, I-405, I-90, and SR-520) for the

    first graph and halved for the second graph). The changes in the parcel prices, along with

    changes in the accessibility, filter down through the land use, workplace location choice, and

    activity generation models to produce shifts in VMT (8% increase for double capacity; 10%

    decrease for half capacity). Some of these shifts come from more trips and some from longer trip

    lengths.

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    Activity-Based Modeling: Executive Perspective

    Effects of Transportation Improvements on Land Use

    46

    This slide shows the changes in population and employment at regional centers in the Puget

    Sound Region (Seattle). These are centers for their transportation plan where they have targeted

    new growth. Alternatives that support increases in growth in these centers are considered to be

    better than alternatives that do not support this growth. MICs are Manufacturing and Industrial

    Centers.

    The alternatives are combinations of projects with increasing levels of pricing in each (Alt. 1 has

    minimal pricing; Alt. 5 is full network system tolling). Alt. 2 has more highway projects than the

    others, and Alt. 5 has more transit. The shifts in land use were modest for the alternatives, asexpected.

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    Activity-Based Modeling: Executive Perspective

    Policies: Induced (Latent) Demand Additional travel demand resulting from a transportation

    investment is directly represented

    Additional travel demand resulting from a change in growthpatterns due to a new transportation investment can berepresented if the model is integrated with a land use forecastingmodel

    Induced demand may be tempered by changes in performanceafter the investment is in place (improved speeds on a facilityinduces more travel in that corridor, which lowers the speed)these interrelationships are important to capture induceddemand

    47

    Activity-based models represent the effects of transport policy on induced demand through their

    inclusion of accessibility variables on tour- and stop-generation components.

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    Activity-Based Modeling: Executive Perspective

    Effects of Transportation Investments on Demand

    48

    These graphs show how the effects of transportation improvements on the land use changes that

    we just saw also have an impact on induced demand. The activity-based demand model showed

    changes to vehicles owned and number of trips made, differentiated by work and non-work

    activity types.

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    Activity-Based Modeling: Executive Perspective

    Requirements: Staff Resources Need to understand discrete choice models

    Need to learn activity-based models modeling process

    May require more custom scripting and light programming

    Helpful to understand database or statistical queries (in additionto working with matrices)

    Will require time to maintain and prepare scenario databases, if

    parcels or micro-zones represent land use Network codingpotentially more time-of-day networks to

    code (PM in addition to AM)

    49

    There are a number of staff training issues to consider if an agency is contemplating adopting an

    activity-based model. Many of the model components have theoretical roots in choice behavior

    theory, so knowledge of discrete choice modeling is essential. In addition, the model system

    application may require more custom scripting and programming than trip-based models. These

    skills are necessary in order to maintain and enhance the system, but may not be necessary to run

    the models. Since activity-based models produce databases containing the travel choices of the

    synthetic population, it is important to have familiarity with statistical and/or database software.

    There are also implications for the development of input data and the maintenance and coding of

    networks, depending upon the details of how the system represents space and time.

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    Activity-Based Modeling: Executive Perspective

    Requirements: Hardware and Software Some activity-based models run on single, multi-core

    processor machines, others run on clustered solutions

    Hardware and runtime is a function of

    Size of region\population

    Number of alternatives in models

    Number of feedback iterations and constraints

    Several software platforms available, none throughtraditional vendors of 4-step models; these are all opensource and freely available

    51

    Model run times depend on several factors, the most important of which is the number of agents

    in the model. Models for larger regions, such as the San Francisco Bay or Atlanta regions

    typically distribute computational burden across multiple computers because the simulations are

    for millions of people. Other issues that may require more computing power include the number

    of alternatives in various models, extent of shadow pricing and feedback loops, type of sampling

    used for models with large numbers of alternatives, number of time periods and modes skimmed,

    and efficiency of program code. Another option for sharing resources is cloud computing, but

    documentation is limited (less extensive than for off-the-shelf software) and support must be

    negotiated.

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    Activity-Based Modeling: Executive Perspective

    Extensions: Travel Markets At their core, activity-based models cover daily person travel

    generated by households (similar to existing methods)

    May need separate models for other special markets

    Visitors

    Airports

    Universities

    Commercial travel

    Internal\External and through-travel

    Other long-distance travel

    Special events

    An integrated land use model would be needed to model impactsof travel activity and accessibility on urban development andland values

    52

    Just as with four-step models, special market models may be required in addition to the core

    resident activity-based model. These markets might include visitors, airports, internal-external

    travel, and other markets. These models can either be adopted from existing trip-based methods,

    or developed specifically to be consistent with the activity-based model. Tour-based treatments

    for many of these markets were recently developed specifically for the San Diego activity-based

    model system.

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    Activity-Based Modeling: Executive Perspective

    Interpreting Activity-Based Model Forecasts Models are based on simulation, so there is random

    variation across forecasts

    A distribution of outcomes is more realistic, but may beuncomfortable for those looking for a single answer

    Fixing random numbers can limit result to a single,replicable answer (but only one point on a distribution)

    Multiple runs can be averaged

    Important to conduct reasonableness checks and

    sensitivity tests to gain confidence in model outputs

    53

    Activity-based models rely upon random number sequences to determine results. Therefore there

    is random variation within and across forecasts. In such cases, it is useful to analyze a

    distribution of results; particularly for model outputs in which a limited number of decision-

    makers are affected (such as a local street volume, or ridership on a low volume transit route).

    Such distributions are useful in order to communicate the uncertainty associated with particular

    outputs. An alternative would be to fix random number seeds in order to ensure consistent results

    across model runs, though it should be recognized that such methods result in only one

    realization or outcome from a distribution and could be misleading. A better approach is to

    average multiple runs. In all cases, it is important to conduct reasonableness checks and

    sensitivity checks on models in order to ensure that models react reasonably to changes to inputs

    and are ready to be used for forecasting policies of interest.

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    Page 55

    Activity-Based Modeling: Executive Perspective

    Further Research Advancements in modeling decisions across multiple

    dimensions (destination, mode, tours, trips, schedules)

    Testing models with information technology policyparameters

    Integration with dynamic traffic assignment models

    Transferability of activity-based models Visualizing and communicating model outputs for

    decision making

    55

    There are many advancements being made in activity-based modeling, some of which are listed

    on this slide. They include advancements in discrete choice models related to modeling many

    alternatives and multiple dimensions simultaneously, integration with dynamic traffic assignment

    models, the transferability of activity-based models, and software and techniques to mine and

    visualize the data produced by activity-based models.

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    Page 56

    Questions and Answers

    56

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    Page 57

    Activity-Based Modeling: Executive Perspective

    2012 Activity-Based Modeling Webinar SeriesExecutive and Management Sessions

    Executive Perspective February 2

    Institutional Topics for Managers February 23

    Technical Issues for Managers March 15

    Technical Sessions

    Activity-Based Model Framework March 22

    Population Synthesis and Household Evolution April 5

    Accessibility and Treatment of Space April 26Long-Term and Medium Term Mobility Models May 17

    Activity Pattern Generation June 7

    Scheduling and Time of Day Choice June 28

    Tour and Trip Mode, Intermediate Stop Location July 19

    Network Integration August 9

    Forecasting, Performance Measures and Software August 30

    57

    Thank you for joining us this week. The next webinar will be held in three weeks, and will cover

    institutional topics for managers.

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    Session 1 Questions and Answers

    Joel, you mentioned adjusting parameters for policy tests for demand management, how is that

    done?

    Joel: Let's say I have a daily pattern activity model that shows if workers go to work, do a non-

    work activity, or stay home. If we're looking at policy of increased telecommuting, that's a pretty

    complex thing to show direct impact in the model because it's difficult to know who has the

    ability to telecommute, which employers allow it, where they are located, etc. We make an

    assumption that 10% of the work force is going to participate, or even select by 10% of

    downtown workers. We then can make that assumption in the constant for 'stay home' for

    workers and then re-run the tour generation component of model. Then we make conclusions

    about how working at home affected travel. Workers would still be allowed to make non-work

    tours during day (i.e. shopping, getting lunch, picking up kids). You are changing the alternative

    specific constant for 'working at home,' not the mode-specific constant on any particular mode.

    Have you calibrated to TDM policies and if so what data was available? What were your

    experiences?

    Maren: Testing TDM policies really has to do with sensitivity. Many of these policies being

    tested don't exist, or they exist in some form in the base year. We calibrate the base year to make

    sure right number of people are working at home, right number of people go to particular

    locations, right number of people work 8-hour days, etc. As Joel said, we have to make

    assumptions about how many people participate in a TDM program. Then we use model to test

    the impacts of the policy with that assumption of how many participants.

    Joel: Models haven't been calibrated to TDM policies exactly, but have been compared to other

    research to make sure they are reasonable.

    Maren, what kind of built environment data are typically used?

    Maren: A wide variety. Data being used has to do with land use, i.e. square footage of different

    buildings types, amount of open space, and distance from parcels to open space. Other examples

    might be based on 'area type,' i.e., is an area a CBD or suburban. Activity-based models are

    flexible in being able to incorporate these types of variables, so a wide variety of variables exist

    in different models.

    How can we incorporate seasonal variation?

    Joel: We are building a model for Phoenix now, which will have seasonal variation since there

    are large differences between times of year. For example, residents go on vacation in summer

    and schools are out. In winter, people vacation in Phoenix and residents are home. One way to do

    this is to change the way synthetic population works. For example, in summer, the synthetic

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    Page 1

    Activity-Based Modeling

    Session 2: Institutional Issues for Managers

    Speakers: John Gliebe and Rosella Picado February 23, 2012

    TMIP Webinar Series

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    Page 2

    Activity-Based Modeling: Management Institutional

    AcknowledgmentsThis presentation was prepared through the collaborative effortsof Resource Systems Group, Inc. and Parsons Brinckerhoff.

    2

    Resource Systems Group and Parsons Brinckerhoff have developed these webinars

    collaboratively and we will be presenting each webinar together.

    John Gliebe and Rosella Picado are co-presenters. They were primarily responsible for

    content, along with Joel Freedman.

    Stephen Lawe is the session moderator.

    Content development was also provided by Peter Vovsha.

    Bhargava Sana and Brian Grady were responsible for media production, including setting

    up and managing the webinar presentation.

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    Page 3

    Activity-Based Modeling: Management Institutional

    2012 Activity-Based Modeling Webinar SeriesExecutive and Management Sessions

    Executive Perspective February 2

    Institutional Topics for Managers February 23

    Technical Issues for Managers March 15

    Technical Sessions

    Activity-Based Model Framework April 5

    Population Synthesis and Household Evolution April 26

    Accessibility and Treatment of Space May 17

    Long-Term and Medium Term Mobility Models June 7

    Activity Pattern Generation June 28

    Scheduling and Time of Day Choice July 19

    Tour and Trip Mode, Intermediate Stop Location August 9

    Network Integration August 30

    Forecasting, Performance Measures and Software September 20

    3

    For your reference, here is a list of all of the webinars topics and dates that have been planned.

    As you can see, we will be presenting a different webinar every three weeks. Three weeks ago,

    we attempted to provide a somewhat high-level executive view of activity-based modeling.

    Today, we will be covering the second in topic in the seriesInstitutional Topics for Managers.

    Our objective is to get into a bit more depth on the issues that we have found to be important to

    the people we have talked to in our work in activity-based model development. Today we will be

    talking about what it takes to transition between a trip-based model operation and one that relies

    primarily on an activity based model. We will be talking about development time and costs,

    resource allocation, and issues related to productivity.

    So, in this webinar we will try to stay away from the more technical issues surrounding activity-

    based modeling. As you can see by the schedule, there will be plenty of technical detail in the

    remainder of the series.

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    Page 4

    Activity-Based Modeling: Management Institutional

    Learning Outcomes Typical motivations and concerns of agencies

    considering an activity-based model

    Familiarity with the evolution of activity-based modelsin the U.S.

    Development options for migrating from 4-step toactivity-based models

    Resources needed to implement an activity-basedmodel program

    Experience with stakeholder acceptance and use

    4

    Our audience today is composed of modelers from public agencies, consulting firms and

    academic institutions. We also know that there are managers of various levels among you. Our

    goal in this webinar is to provide you with more of the institutional context for how travel

    demand modeling has evolved to the point where we are today in which there seems to be a

    growing demand for more advanced modeling tools. Accordingly, at the end of this webinar you

    should have a good understanding of the motivations and concerns that public agencies have

    when contemplating moving to an activity based modeling system. To begin to address some of

    those concerns, it is helpful to review how activity-based models have evolved over the last

    decade or so in different parts of the U.S. To make things a little more concrete, well discuss the

    various options that some agencies have followed in developing their activity-based modeling

    systems. Resource requirements are always an important issue, and we will share with you some

    examples of what some agencies have invested in consulting fees, data development, hardware

    and software, and staff resources. Finally, we will discuss some of the experiences to date of

    users of these systems, including project use and potential use by stakeholders.

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    and validation using local data. This allows the agency to get started fast. We will discuss these

    three strategies in more detail later in the webinar.

    Page 6

    Activity-Based Modeling: Management Institutional

    Universal Transportation Modeling System

    (UTMS)

    Developed in 1950s

    4-step process

    Limited by data availability and computing power

    Primary applications were planning for highwaycapacity--emphasis on vehicle trips and flows

    Reliance on simplified trip-based approach

    Aggregate relationships

    6

    In order to provide context for our discussion, lets step back in time and review how we got

    here. Travel demand models were first used in the U.S. during an era in which the Interstate

    Highway System was being planned. It was an era of suburban expansion and a post-war baby

    boom. Consequently, the focus on modeling efforts in those days was highway capacity

    planning. Needless to say, computing power was not nearly what is today, so the process that

    was developed, which became the UTMS, was necessarily simple. It was based on the predictionof aggregate trips being generated from zones, composed of aggregations of households and

    businesses, distributed between zones, and assigned to a network to determine how well the

    network would perform.

    Some of the difficult questions that transportation planners face todaygreenhouse gas

    emissions, travel demand management, congestion pricing, transit-oriented development and

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    environmental justicehad not yet emerged as important topics in the early days of travel

    demand modeling.

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    Page 7

    7

    Trip-Based Models Today: Advanced UTMS

    Transportation

    System

    Land Use / Activity System

    Network Assignment

    Trip (End) Generation

    Trip Distribution

    Mode Choice

    Level of

    Service

    Between

    Origins and

    Destinations

    Travel times and costs

    The trip-based models of today are really just advanced version of the UTMS process. Here you

    see what many of us know as the familiar 4-step process, consisting of trip generation,

    distribution and mode choice. Over time, the profession has added explicit representation of

    transit and, in some places, pedestrian and bicycle travel modes. With the introduction of discrete

    choice models to the profession, models based on utility theory and estimated from individual

    observations were an early improvement, although in the end they are still applied to

    aggregations of trips rather than to individual travelers. In addition, trips are assigned to

    networks that typically represent peak and off-peak travel periods, which provide some

    differentiation between level-of-service conditions during different parts of the day.

    Another major improvement is the feedback loop in which travel times and costs are fed back

    turned into skims tables and fed back into trip distribution and mode choice. This has long been

    standard practice in the U.S. It is interesting and relevant to point out here that feedback loops

    were mandated as the result of legal challenges and became a recommended best practice for

    consistency for air quality modeling. When a particular interest group opposes a proposed action

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    based on a forecast, they challenge the methods used to produce the forecast. In the case of

    feedback loops, critics pointed to the need for consistency between the travel times being

    produced by the network assignment process and the representation of travel times and costs

    being input to the demand models.

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    Page 8

    home

    in zone X

    work place

    in zone Y

    (work)

    restaurant

    in zone W

    (lunch)

    grocery store

    in zone V

    (shopping)

    7:30 A.M.

    8:00 A.M.12:00 P.M.

    12:10 P.M.

    12:50 P.M.1:00 P.M.5:00 P.M.

    5:30 P.M.6:00 P.M.

    6:30 P.M.

    by auto

    on foot

    on foot

    by autoby auto

    home

    in zone X

    work place

    in zone Y

    (work)

    restaurant

    in zone W

    (lunch)

    grocery store

    in zone V

    (shopping)

    7:30 A.M.

    8:00 A.M.12:00 .

    12:10.

    12:50 P.M.1:00 P.M.5:00 P.M.

    5:30 P.M.6:00 P.M.

    6:30 P.M.

    by auto

    on foot

    on foot

    by autoby auto

    Modeling a Day in the Life

    8

    HB Work

    HB Shop

    Non-HB

    Non-HB

    Non-HB

    Lets consider how people really travel. Here weve depicted an individual who goes to work at

    7:30 a.m., arriving at 8. Around 12 noon, this person walks to lunch and then returns to her work

    place at 1. She leaves work at 5 p.m. and stops at the grocery store before going home.

    The way this would typically be represented in the trip-based modeling world would be the

    following. (Step through HB work, HB shop, and three Non-HB trips). The HB-Work and HB-

    Shop trips are in the AM and PM Peak periods. One of the Non-HB trips is in the PM Peak, and

    two Non-HB trips are in the off-peak period. We know their modes and trip lengths.

    One question that transportation planners typically struggle with is how to explain to stake

    holders in your area the impact of particular project, plan or policy on non-home-based trips?

    What does a non-home-based trip mean to them? A trip-based model assumes that all of these

    trips are independent of one another. It does not account for the fact that all of these trips are

    actually part of one large daily activity pattern, anchored around a mandatory work activity. A

    trip-based model does not account for the fact that trips are chained into tours and that there is

    actually a work-based sub-tour within the larger tour.

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    It also does not account for the fact that, because this person walked to lunch, they do not have

    their car available to get back to the office. Further, a trip-based model would not recognize that

    this person needed to arrive at work at 8 a.m. and therefore, did not have the time to drive her

    son to school since his school is in the opposite direction. So, he has to take the bus. Nor would a

    trip-based model recognize that this worker needed the car for work on this particular day

    because her planned agenda included a big grocery shop after work. The trip-based model would

    also not recognize that persons who work in this location are likely to go out for lunch more

    today than ten years ago, because there are now more dining opportunities within walking

    distance of this office. An activity-based model would take into account all of this additional

    information.

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    Page 9

    Activity-Based Modeling: Management Institutional

    Why activity-based models? Activity-based models provide more information than

    trip-based models

    Intuitive models of behavior

    Consideration of individuals, not just groups of households

    Tour concepts (how trips are actually organized and scheduled)

    Spatial, temporal, modal consistency between trips in same day

    Motivation for travel in activity participation (substitution betweentravel and other means of meeting personal and household needs)

    Interpersonal linkages and obligations

    Effects of accessibility (urban form) on travel generation

    Long-term and short-term decision perspectives represented

    9

    All of the additional information that an activity-based model takes into account are important,

    because in real life trips are not independent from one another and people do not respond to

    changes in transportation system level of service changes or policies as if they were. In real life,

    trips are organized into tours that make them interdependent. People plan activities at the end of

    the day that cause them to make certain travel decisions at the beginning of the day. Mode

    choices may be somewhat constrained by household linkages and obligations, such as taking care

    of children. The opportunities presented by surrounding land uses may induce people to make

    more or fewer discretionary stops. And in the long-run, people do make choices of where to live,

    work, go to school, and whether and what types of vehicles to own that are at least partiallybased on the transportation environment.

    From a technical perspective, this comes down to accurately representing the actual alternatives

    available to people in their activity-travel choices. What is really in their choice set? What are

    their real short- and long-term elasticities? We will cover the finer points of choice sets and

    elasticities in future webinars.

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    Page 10

    Activity-Based Modeling: Management Institutional

    Why activity-based models? Policy questions related to willingness or ability to pay

    Fuel prices, mileage taxes and other operating costs

    Parking costs

    duration-based fees, employer subsidies

    Road pricing

    Variable time-of-day tolls (congestion/time of day)

    Area pricing

    HOT/HOV lanes

    Transit fare policies (individual discounts, monthly passes)

    Environmental justice

    Impacts on minority or disadvantaged populations

    10

    Instead, lets talk about policies. How can we better estimate peoples response to changes in

    travel costs? For example, how can we better estimate change in VMT as a function of gasoline

    prices? If gas prices this summer reach a new all-time high in the U.S., will people take more

    transit? Travel less frequently? Make shorter trips? Car pool? Buy more fuel efficient cars? or

    forego family vacations and eating out? If high prices persist, will some people choose to work

    closer to their residences? These are all legitimate responses that we observe in data, or at least

    anecdotally.

    These same set of responses are relevant for other policy examples, too. This slide also lists anumber of policies related to how people value their time when faced with changes in travel

    costsroad pricing, transit fares, environmental justice. Trip-based models typically do not do a

    good job of capturing the multi-faceted response of real people, because the basic unit of analysis

    is the individual trip. Important contextual information is simply not there. In addition, trip-based

    model make aggregate-level predictions for households of a certain type, but are unable to

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    distinguish between individuals within households. Consequently, they tend to do a poor job of

    portraying how individuals value their time.

    Page 11

    Activity-Based Modeling: Management Institutional

    Why activity-based models? Policies that involve coordination between individuals and time-

    sensitive scheduling constraints

    Demo