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Journal of Transport Geography 45 (2015) 70–80

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Journal of Transport Geography


journal homepage: www.elsevier.com/locate/jtrangeo

Transit-oriented development, integration of land use and transport, and


pedestrian accessibility: Combining node-place model with pedestrian
shed ratio to evaluate and classify station areas in Lisbon
David S. Vale
CIAUD, Faculty of Architecture, University of Lisbon, Rua Sá Nogueira, 1349-055 Lisbon, Portugal

a r t i c l e i n f o a b s t r a c t

Article history: Transit-oriented development is being actively promoted as an urban design model for areas around
Received 7 November 2014 transit stations. In addition, planning for accessibility is being promoted, which requires integrating land
Revised 4 March 2015 use with transportation planning, and to match the transportation features with the intensity and diver-
Accepted 28 April 2015
sity of land use of the station areas. Nevertheless, and despite the evident similarities between the two
approaches, an integrated evaluation tool of a station area in terms of its transportation, land use, and
urban design features is missing. In this paper, we bring into the literature on integration of land use
Keywords:
and transport a key feature of the transit-oriented development literature: the urban design features
Transit-oriented development
Node-place model
of the station areas, in particular their pedestrian friendliness. By complementing the node-place model
Walkability with an evaluation of the pedestrian connectivity of station areas of Lisbon, we combine these two per-
Pedestrian connectivity spectives in order to evaluate and classify station areas in three different aspects: land use, transporta-
Lisbon tion, and walkability conditions. Our results show that a balanced node-place is not necessarily a
transit-oriented development, and vice versa, and so a complementary analysis of both is useful to
identify and classify a station area. Therefore, we suggest a typology of station areas based on the three
components, which might be used as a planning tool for the development of the station areas into bal-
anced transit-oriented development areas.
Ó 2015 Elsevier Ltd. All rights reserved.

1. Introduction approach, in which the main focus is physical proximity, with a


simple objective of capturing the value of the land adjacent to
Transit Oriented Development (TOD) is being promoted for the transit stop, not necessarily with a pedestrian friendly built
more than 20 years in several cities of the world as a sustainable environment and a functional connectivity between land uses
urban mobility policy (Barton, 1998; Calthorpe, 1993). In particu- and the transit stop (Renne, 2008), which will translate into a
lar, with TOD it is intended to increase transit patronage, active tra- higher mode share of walking, cycling and transit (Hale, 2012).
vel and reduce car travel, raising revenues, enhance livability and Transit joint development (TJD) can constitute an important strat-
widen housing choices, by increasing the multimodal access condi- egy to implement TODs, as the cost-sharing or revenue-sharing
tions of the city, considering the transit network as the key trans- agreements between transit operators and private developers that
portation infrastructure of the city (Cervero et al., 2004). Despite are the base of TJDs, might produce win–win arrangements that
there is not a single universally accepted definition of a TOD, it is will create benefits not only for the public and private sectors
often described in a purely physical description way: a but also for the transit user (Landis et al., 1991; Renne et al.,
mixed-use place, with a certain urban density and high-quality 2011). Therefore, unlike TADs, TODs are seen as planned, balanced
walking environment, located within half-mile (800 m), i.e. communities, with wider objectives and benefits than simple value
10 min walk, of a transit stop. However, the physical characteris- capture, as increase transit patronage, increase investment in rail
tics of these places are essential but not sufficient to achieve the and transit, reduce congestion and sprawl, reduce greenhouse
extensive goals of TOD, which are not focused in creating physical gas emissions, and even health benefits by increasing the amount
forms but instead in creating vibrant, rich and livable urban places of active travel and physical activity.
(Dittmar and Poticha, 2004). Indeed, there is a clear distinction Implicitly incorporated in the TOD definition and objectives is
between a TOD and a transit-adjacent development (TAD) the existence of a balance between transportation supply and land
use driven demand, i.e. a balance between the node and place func-
E-mail address: dvale@fa.ulisboa.pt tion of these places. Note that this does not mean that all TODs will

http://dx.doi.org/10.1016/j.jtrangeo.2015.04.009
0966-6923/Ó 2015 Elsevier Ltd. All rights reserved.
D.S. Vale / Journal of Transport Geography 45 (2015) 70–80 71

be equal. Indeed, it assumes that they will constitute a diverse


group of places with the common feature of matching transport
supply with demand. Bertolini (1996, 1999)’s node-place model
can be used as a conceptual and methodological framework to
identify and classify the TODs of a metropolitan area
(Kamruzzaman et al., 2014). By comparing the node and place
functions of sites located around train stations, the model allows
the identification of the level of integration of land use and trans-
port, although focused specifically in quantitative evaluations of
land use and transport supply. However, the model does not allow
evaluating if the balanced node-place site is a TOD or simply a TAD.
Nevertheless, despite the node-place model is mainly focused on
the balancing of the node and place characteristics of TODs, by
incorporating other variables as the evaluation of the walking envi-
ronment within the TOD it can also provide additional information
regarding the location efficiency of the TOD sites (Schlossberg and
Brown, 2004). In this paper, we want to increase the usefulness of
the node-place model as a TOD planning tool, by complementing it
with an evaluation of the pedestrian network of each site, as a
proxy for the walkability friendliness of each site, and presenting
an original clustering of node-places based on node-, place- and
pedestrian indexes. In line with the ‘seven Ds’ framework (Ewing
and Cervero, 2010), with this evaluation we are expanding the Fig. 1. The node-place model (after Bertolini, 2005).
node-place model that explicitly evaluates density and diversity,
and implicitly evaluates destination accessibility and distance to line of the diagram are ‘‘balanced’’ situations, in which the node
transit, to explicitly include the design dimension. Therefore, from index equals the place index. These are the places where the land
the seven Ds, only demographics and demand management poli- use driven conditions for improving transport supply have been
cies are not included, but these last two are not explicit built envi- realized and the transportation driven condition for intensifying
ronment dimensions. We applied the node-place model in Lisbon, and diversifying land use have also been realized. They can there-
Portugal, in order to contribute to the discussion of its utility as a fore be considered land use and transportation integrated sites. On
planning tool for TOD identification and implementation. the top end of the middle line are ‘‘under stress’’ areas, where the
The paper is organized as follows. It starts by a presentation of node and place index reach the maximum value. Although they are
the node-place model and the methodology for its calculation. An also balanced places, there is a strong competition for space and a
evaluation of the pedestrian network is proposed as a complemen- great probability for conflicts between transport and land use
tary evaluation variable. The case study and the results of the needs. On the lower end of the line are ‘dependence’ areas, where
application of the model are presented, with and without the the transportation supply and the land use intensity and diversity
pedestrian network evaluation. Based on a cluster analysis we cre- are minimum. Consequently, competition for space is also very
ate a TOD typology based on the three components: node index, small. Besides these three situations, two ‘‘unbalanced’’ situations
place index and pedshed ratio. The paper concludes with a discus- can be identified (originally designated as ‘unsustained’). At the
sion of the findings and an analytical evaluation of the advantages top end of the diagram one finds ‘‘unbalanced nodes’’, in which
and limitations of the node-place model as a TOD planning tool. transportation supply is significantly higher than urban activities
of station areas. At the bottom end of the diagram one finds ‘‘un-
balanced places’’, in which the land use intensity and diversity is
2. Theory higher than the required transportation supply.
It is expected that these two unbalanced situations tend to
2.1. The node-place model evolve into a more balanced state, which might happen in three
different ways (Reusser et al., 2008). An unbalanced node might
The node-place model was presented by Bertolini (1996, 1999) increase its place index, for instance by attracting urban develop-
as a territorial organization model based on the public transport ment, it might decrease its node index, for instance by reducing
network, based on the transport and land use feedback cycle where the transportation supply, or pursue both strategies at the same
changes in land use and transport both influence each other time. An unbalanced place might increase its node index, decrease
(Wegener and Fürst, 1999). The model conceives station areas its place index (probably more difficult and unlikely) or pursue
simultaneously as ‘nodes’ of the transportation network and both at the same time. In any case, the node-place model can be
‘places’ of the city, and assumes that by improving transportation used as an analytical framework to guide urban and transportation
supply (the node value) in a station area will create conditions planning to promote more balanced, integrated, and
favorable to improve its intensity and diversity of land uses (the transit-oriented sites (Bertolini, 2008; Chorus and Bertolini, 2011).
place value) and vice versa (Bertolini, 2005, 2008). Therefore, it
becomes possible to identify if these conditions for development 2.2. Previous applications of the node-place model
of both land use and/or transport are actually realized or are still
only revealed as potential for development. Being realized, it is Besides being a strategic framework for urban and transporta-
assumed that a balanced-situation between node and place will tion planning, the application of the node-place model to a specific
occur, although this balance will reflect a hierarchy of station areas case study has two main utilities. First, it allows classifying the
in line with the transport supply and land use intensity and diver- overall transport (node) and land use (place) equilibrium of a
sity of each one. region, based on the interpretation of the mean value of the node
Measuring the node and place index for each station, it is pos- and place indexes of all station areas, and therefore to compare dif-
sible to identify five archetypal situations (Fig. 1). Along the middle ferent places to each other. Second, it allows identifying categories
72 D.S. Vale / Journal of Transport Geography 45 (2015) 70–80

of stations, either being the original five categories or to propose transit station and associated transportation supply, but it is neces-
other categories based on the land use and transport features of sarily a balanced node-place, in which the development potential
the station areas. conditions have been realized. Indeed, as argued by Calthorpe
Regarding the classification of the overall land use-transport (1993), if a TOD is more than a simple land-use transportation bal-
equilibrium, the initial application of the model to the station areas anced site located around a transit station, the walking environ-
of Amsterdam and Utrecht revealed that the majority of places were ment is a key component of any TOD, allowing the convenient,
located in the balanced area, with a tendency to predominate depen- comfortable and safe walking from and to the station (Jacobson
dent node-places (Bertolini, 1999). In Switzerland, the application of and Forsyth, 2008). Therefore, we argue that by combining the
the model to nearly 1700 station areas revealed that the majority of node-place model with an evaluation of the walkability of each sta-
station areas were located in the ‘unbalanced place’ category, sug- tion area a deeper TOD evaluation can be performed, as not only it
gesting that the majority of station areas are dense and diverse is possible to identify the balance between transport (mainly tran-
(Reusser et al., 2008; Zemp et al., 2011). In Rio de Janeiro, Brazil, sit supply) and land use (as a surrogate of demand), but also the
Gonçalves and Portugal (2008) applied the model to a new train line walking accessibility to the station. We this we intend to bring into
with 14 station areas, and were able to classify them in the five orig- the literature on integration of land use and transport a key feature
inal categories, but the majority were located in the ‘balanced’ and of the TOD and travel behavior literature: the urban design fea-
‘dependent’ category. In Tokyo, Japan, on the contrary, the vast tures of the station areas, in particular their pedestrian friendli-
majority of station areas are located close to the middle line of the ness, i.e. their walkability.
node-place model, revealing a good equilibrium for a large number Supporting the importance of urban design of TODs, research
of station areas, and very few ‘unbalanced nodes’ or ‘unbalanced has been developed to identify the TOD’s urban design features
places’ (Chorus and Bertolini, 2011). In Ostrava, Czech Republic, that have a key importance in the promotion of active travel, liv-
the application of the model revealed several distinct situations, ability and place making. Among other important urban design
but as the city has only 11 station areas, the model is probably very features like variety, complexity and safety, a human scale design
unlikely to provide a clear image of the city (Ivan et al., 2012). Finally, is being pointed as a key feature of a TOD, which is clearly associ-
Kamruzzaman et al. (2014) applied the model to Brisbane, Australia ated with a walkable environment (Jacobson and Forsyth, 2008).
in order to develop a Transit-oriented Development typology. As this Several indicators are found in the literature to measure the walk-
research was applied to the entire city it is not possible to directly ability of a place, from each the walkability index is probably the
compare with the other studies, but through the analysis of the spa- most used (Leslie et al., 2007). In general terms, most walkability
tial distribution of the TOD types it appears that the majority of sta- indicators include three main components: density, land use mix,
tion areas were classified as ‘Potential TODs’, revealing therefore an and connectivity (Frank et al., 2006, 2005). The place-index of
unbalanced situation. the node-place model also measures density and land use mix,
A straightforward method to classify the equilibrium of the and so it is likely that the use of a three-measure walkability index
entire system is to plot in the node-place model diagram the mean would be highly correlated with it. Pedestrian connectivity how-
value for the node- and place-index, and calculate its distance to ever is absent from the model, and so we suggest evaluating it as
the middle line. This will be an important indicator to compare dif- a possible indicator of the walking accessibility to the station.
ferent cities, revealing if the system is located toward the unsus- Operational walkability evaluations of TODs have been devel-
tained node or toward the unsustained place typology. oped for several cases, revealing a great diversity of pedestrian
Unfortunately, the previous applications of the node-place model environments of TODs. Schlossberg and Brown (2004) measured
did not provide the mean value of the indexes, making it impossi- the connectivity of the walking environment, as given by the
ble to compare the cities. However, from the reviewed literature, it pedestrian shed ratio, to classify TODs in Portland, Oregon.
becomes clear that the model is capable of distinguish among sta- Results revealed a considerable variation in pedestrian friendliness
tion areas, revealing different situations of unbalance between land of the sites. Nawrocki et al. (2014) calculated a walkability index
use and transport features of the station areas. for LRT station areas in Japan and USA, and revealed a positive
In terms of typologies of station areas, the literature is not so association with LRT usage in USA but not in Japan. A possible
straightforward in using the five-cases typologies suggested by explanation for the absence of statistical relationship in Japan is
Bertolini (1999). Indeed, based on a cluster analysis, Reusser that the walkability of the majority of LRT stations in Japan is
et al. (2008) suggest a five-cluster solution that do not coincide already successfully established, which is visible in the higher
with Bertolini’s original typologies. Kamruzzaman et al. (2014) walkability score and lower dispersion for the Japanese LRT
suggests four categories of TODs – Residential TODs, Activity Station areas in comparison with the values for USA. Park et al.
Centre TODs, Potential TODs and Non-TODs – although the authors (2014) measured street segments walkability (path walkability)
applied the model to the entire city at the Census Collection to transit stations in Mountain View, California. Four factors were
Districts (CCD) level, and so a direct comparison with the other extracted from the data, revealing a statistically significant relation
studies is not straightforward. Therefore, these differences suggest between walkability to the station and mode choice. Finally, Jiang
that the model is methodologically robust to express the land et al. (2012)’s analysis of the walkable conditions of BRT station
use-transport equilibrium, but the proposed 5-classes solution is areas revealed that the size of the walking distance is influenced
subject to further refinement. by their built environment, suggesting the use of a flexible-size
catchment area in accordance with the walkability features of
2.3. Walking environments of station areas the station area. Overall, all these research findings reveal a great
variety of TODs in terms of pedestrian friendliness, and suggest
One possible enhancement of the node-place model, if used as a that this is an important factor in explaining walking and transit
framework to guide urban and transportation planning to promote usage.
TOD, is to combined it with an evaluation of the urban design fea-
tures of the station areas, as urban design is pointed as a key fea-
ture of TODs (Dittmar and Poticha, 2004; Renne, 2008) and is 3. Methodology
one important dimension to explain travel behavior (Ewing and
Cervero, 2010). This explicitly assumes that a TODs is not simply In this paper we complement the node-place model methodol-
an urban place designed to support and explore the presence of a ogy with an evaluation of the walkability environment of each site.
D.S. Vale / Journal of Transport Geography 45 (2015) 70–80 73

The original node-place model methodology is based on a group of 4. Results


15 normalized indicators, 9 of which to measure the node-index
and 6 to measure the place-index (see Table 1). Node and place 4.1. The node-place model for Lisbon Metropolitan Area
indexes are simply the equal weight mean value of all correspond-
ing indicators. However, all additional applications of the model Our analysis of the node-places of LMA revealed that overall the
had methodological alterations, justified by absence of available vast majority of sites has a place index higher than the node index
data, by local specificities and/or by intentions to improve the (59 out of 83 sites), with a mean value for LMA as a whole of 0.456
methodology itself. In our case, we have made the following adap- for node and 0.543 for place. Analyzing the placement of the sites
tations to the original methodology: (i) the concept of station was in the node-place chart (Fig. 4), most places can be classified as bal-
extended to include not only train stations but also ferryboat sta- anced node-places, followed by unsustained places and stressed
tions, due to the importance of ferryboat traveling in Lisbon; (ii) sites. Only one site (CRR-Carregado) can be classified as dependent
the accessibility by bicycle component was excluded as commut- or unsustained node, being the farther away site of the Northern
ing by bicycle is still residual (less than 1% of modal share); (iii) suburbs of Lisbon, in which the train station is indeed located far
we used 20 min as threshold to calculate the number of stations away from the existent small urban places. Stressed places match
reached; and (iv) we have log-transformed several indicators in two of the most important multimodal transport interchanges of
order to increase the normality of the variables, as done in some the city of Lisbon (Oriente and Entrecampos), with train, metro
of the other reviewed case studies (Chorus and Bertolini, 2011; and several urban and suburban buses. The most unsustained
Reusser et al., 2008). places identified by the model (ROS-Rossio and PQU-Praça do
Therefore, our methodology is based on 13 indicators, 7 to mea- Quebedo) are two significant situations. On one hand, Rossio is
sure the node-index of the station areas and 6 to measure the located in the historic city center of Lisbon, and used to be one of
place-index (see Table 2). We have checked all variables for nor- the most important transport interchanges of Lisbon.
mality, and log-transformed 9 variables, significantly increased Nevertheless, the transport policies of the 1990s and 2000s had
the normality parameters of the indicators. All indicators had the significantly reduce the train supply to Rossio, and reinforcing
same weight in the calculation of the final node- and other places in the periphery of city as the main transportation
place-index. Node data was collected in May/June 2013, directly interchanges, as the before mentioned Oriente and Entrecampos.
from the transport operators of Lisbon Metropolitan Area (LMA), Praça do Quebedo is a similar situation located in Setúbal, one of
and represent the transportation supply of a typical winter season the most important cities located in South LMA. Here, the develop-
working day. Place data was calculated at the urban block level ment of a new suburban train line connecting Lisbon with Setúbal
(Sub-Secção Estatística), which is the most fine-grained level of cen- obliged to the construction of a new train station to the north of
sus data available in Portugal. As suggested by Bertolini (1999), we PQU (SET-Setúbal), as the existent urban fabric around the old sta-
have used a maximum of 700 m straight-line distance from the sta- tion would make the extension of the station extremely expensive.
tion to identify the blocks that constitute the influence area of each Spatially, the two suburban lines to the West of Lisbon (Cascais
station. Due to the absence of employment data at the block level, in the Southwest and Sintra in the Northwest) are the ones with
we used LMA employment data at the parish level (Quadros de more balanced situations, as given by the squared difference of
Pessoal do Ministério da Solidariedade, Emprego e Segurança Social), the node and place values (Fig. 5). The majority of station areas
and then estimated the proportion of jobs in each block by match- of the city of Lisbon reveal high values of node and place, despite
ing the total number of jobs with the proportion of several are somehow unbalanced, with place indexes higher than
non-exclusively-residential buildings in each block. In total, 83 sta- node indexes. In the South bank, the Southwestern line
tion areas compose our case study, 7 of each are ferryboat stations (Fertagus) is predominantly constituted by areas with node
(see Fig. 2). indexes higher than place indexes, reflecting the late construction
The pedestrian shed ratio (pedshed ratio) of each node-place of this line in the 1990s, when the suburban area has already
site was calculated with OpenStreetMap data. Pedestrian networks developed significantly. The other two lines, to the Southeast and
were calculated for each site, by removing the motorways and to the Northeast reveal predominantly balanced node-place areas,
other non-walking segments, and checking the network with satel- but with small values. They constitute therefore possible future
lite data from Google Earth. Pedshed ratios were calculated for urban development areas for both urban and transportation
each site, dividing the 700 m pedestrian catchment area calculated planning.
with ArcGIS Network Analyst 10.2 with the maximum theoretical
area given by a circle with 700 m radius. Resulting pedshed ratios 4.2. The pedshed ratios of the station areas
vary between zero and one. Road centerlines were used to model
the pedestrian network. Examples of results are shown in Fig. 3. As mentioned before, the node-place model says nothing
We acknowledge the limitations of using road centerlines regarding the walking accessibility conditions of each station area.
instead of sidewalk paths, but this data was not available for The calculated pedshed ratio of each site varies significantly, from
LMA. Moreover, we acknowledge that walkability is much more 0.147 to 0.768, revealing distinct situations in terms of walkable
that simple connectivity and straightness, as given by the pedshed access to the train stations. In LMA, all ferryboat stations and a sig-
ratios, and includes several other important aspects like the attrac- nificant group of train stations (in the Cascais and North lines)
tiveness of the routes, functional mix, esthetics, the safety and reveal small pedshed ratios due to the proximity of the station to
security of places, and also other physical aspects such as slope the Tagus River. The Sintra line (to the Northwest) has the station
and the existence of barriers, among other important and very areas with the overall largest pedshed ratios, from which
detailed features (Ewing and Handy, 2009; Talen and Koschinsky, AGU-Algueirão is the highest of LMA, followed by the Cascais line
2013). Nevertheless, pedshed ratios are useful indicators of the (to the West) – see Fig. 6.
overall pedestrian friendliness of an area, providing the size of In LMA, pedshed ratios show a small but significantly positively
the real accessible area in comparison with the maximum theoret- correlation with node (r = .385, p < .001, n = 83) and with place
ical one. Future work could be done to improve the evaluation of (r = .564, p < .001, n = 83) indexes. As could be expected, the corre-
walking conditions of node-places with other complementary lation index is higher for place index, once this index is capturing
walkability indicators. the ‘urbanity’ of the station area. Nevertheless, the correlation
74 D.S. Vale / Journal of Transport Geography 45 (2015) 70–80

Table 1
Comparison of the indicators used in the reviewed literature to measure node and place index.

Bertolini (1999)a Reusser Gonçalves and Chorus and Zemp et al. Ivan et al. Kamruzzaman Our
et al. Portugal (2008)c Bertolini (2011)e (2012) et al. (2014) methodology
(2008)b (2011)d
Node-index: accessibility of the node
(a) Accessibility by train
Number of directions x x x x y1
served
Daily frequency of services x x x x x y2
Number of stations within x
45 min of travel
Number of stations within x x x y3
20 min of travel
Type of train connections x
(b) Accessibility by bus, tram and underground
Number of directions x x x x y4
served
Daily frequency of services x x n.a. x x y5
Daily frequency of x
suburban buses
(c) Accessibility by car
Distance from the closest x x n.a. y6
motorway access
Car parking capacity x n.a. n.a. x y7
(d) Accessibility by bicycle
Number of free-standing x
bicycle paths
Bike path length within x n.a.
2 km
Bicycle parking capacity x n.a. n.a.
(d) Other measures
Public Transport x
Accessibility Level
(PTAL)

Place-index: intensity and diversity


(a) Residents
Number of residents x x x x x x x1
Net residential density x
(b) Workers
Number of workers in x x x2
retail/hotel and catering
Number of workers in x x x3
education/
health/culture
Number of workers in x x x4
administration and
services
Number of workers in x x x5
industry and
distribution
Number of workers in x x x
secondary sector
Number of workers in x x x
tertiary sector
Number of jobs x
Net employment density x
(c) Functional mix
Degree of functional mix x x x x x x6
(d) Other place-index variables
Core urban area x
Number of flats x
Land prices x
Intersection density x
Cul-de-sac density x
Rate of unemployed with x
basic education

Case study Amsterdam and Switzerland Rio de Janeiro, Tokyo, Japan Switzerland Ostrava, Brisbane, Lisbon,
Utrecht, Brasil Czech Rep. Australia Portugal
Netherlands
D.S. Vale / Journal of Transport Geography 45 (2015) 70–80 75

Table 1 (continued)

Bertolini (1999)a Reusser Gonçalves and Chorus and Zemp et al. Ivan et al. Kamruzzaman Our
et al. Portugal (2008)c Bertolini (2011)e (2012) et al. (2014) methodology
(2008)b (2011)d
Number of cases (station 31 1684 14 99 1700 11 1734f 83
areas)
Buffer size 700 m 700 m 700 m 700 m 700 m 700 m 800 m 700 m
Total indicators 15 11 8 9 6 11 6 13
a
Zweedijk (1997) and Serlie (1998) operationalized the indicators.
b
All indicators were log-transformed except bike path length and degree of functional mix.
c
Gonçalves and Portugal (2008) followed Reusser et al. (2008), but due to data limitations had to exclude some indicators.
d
The indicators ‘number of train connections’ and ‘workforce’ were log-transformed.
e
A total of 10 indicators were used to compute a density-use model, but only 6 were used to compute the node-place model.
f
This study was applied at the Census Collection District (CCD) level, for the entire city.

Table 2
Indicators used to measure node- and place-index.

Indicator description Calculation Transformation


Node index
Number of directions served by train and/or ferry y1 = number of train and/or ferry services offered at station Log(y1)
Daily frequency of train and/or ferry services y2 = number of trains and/or ferries departing from station on working day
Number of stations within 20 min of travel y3 = number of stations reachable within 20 min by direct trains and/or
ferries
Number of directions served by other public transport (bus, tram and y4 = number of public transport services offered at station Log(y4)
underground)
Daily frequency of services by other public transport y5 = number of buses, trams and underground trains departing from station Log(y5)
on working day
Distance from the closest motorway access y6 = distance to next highway or freeway exit Log(y6)
Car parking capacity y7 = number of car places at station (free or paid) Log(y7)
Place index
Number of residents x1 = number of
residents within 700 m
Number of workers in retail/hotel and catering x2 = number of
workers within 700 m in retail/hotel and catering group Log(x2)
Number of workers in education/health/culture x3 = number of
workers within 700 m in education/health/culture Log(x3)
Number of workers in administration and services x4 = number of
workers within 700 m in administration and services Log(x4)
Number of workers in industry and distribution x5 = number of
workers within 700 m in industry and distribution Log(x5)
8
Degree of functional mix > a ¼ maxfx1; x2; x3; x4; x5g
>
< b ¼ minfx1; x2; x3; x4; x5g
ðð Þð ÞÞ
ab ac
x6 ¼ 1  d 2 d with
>
> c ¼ ðx1þx2þx3þx4þx5Þ
: 5
d ¼ ðx1 þ x2 þ x3 þ x4 þ x5Þ

values are small, revealing that the pedshed ratios show a great useful to distinguish among ‘balanced’ places, once in this group
variability, especially for station areas with intermediate node is possible to identify very diverse situations, in which the node
and place indexes. and place indexes are not related with the pedshed ratio.

4.3. Cluster analysis of station areas

We have developed a cluster analysis in order to identify the 5. Discussion and conclusions
usefulness of including an evaluation of the walkability features
of station areas in conjunction of the node-place model. Several From a strictly land use and transportation balance point of
hierarchical cluster analyses were developed, using squared view, the node-place model adequately identifies and classifies
Euclidean distance as dissimilarity measure, and changing the clus- the station areas of LMA. It clearly suggests that, for the vast major-
ter method: minimum distance, maximum distance, ity of station areas, the transportation supply is not enough to
between-groups distance and Ward’s method. In all methods seven match the potential demand created by the existent land uses
clusters was the optimum solution, in accordance with a visual around the stations (mean node index = 0.456; mean place
analysis of the scree plot and the R2 criterion. A subsequent index = 0.543). Indeed, in LMA, and especially in the North Bank,
non-hierarchical k-means cluster analysis was performed for seven the suburban growth was mainly structured by the train, which
clusters, explaining 75.9% of the total variance (R2 = 0.759). has lead to the creation of urban ‘‘areolas’’ located around the sta-
In accordance to the values of the cluster centers and tions. The car-driven suburbanization started only after the begin-
F-statistics (Table 3), the place index is the variable that more ning of the 1990s following significant public investments in the
allows to identify the clusters (F = 47.4), followed by PedShed road network (Barata Salgueiro, 2001). However, the node-place
(F = 42.0). The node index is the variable that less identifies the model is revealing the actual land use and transport conditions
clusters (F = 32.5). The seven clusters show some consistency in favoring car travel, once the public transportation supply is clearly
the three variables, and they are placed in a certain order in accor- insufficient and does not take advantage of the urban development
dance with the node and place chart (Fig. 7). Indeed, ‘stressed’ concentrated in the sites around the stations. The results can there-
places show above average pedshed ratios (cluster 4), and ‘depen- fore be considered adequate to classify the node-place equilibrium
dent’ places show very small pedshed ratios (cluster 3). of the urban system, and accurately identify the unbalanced
Nevertheless, the pedshed ratio analysis of the node-places is situations.
76 D.S. Vale / Journal of Transport Geography 45 (2015) 70–80

Fig. 2. Location of train and ferryboat stations of Lisbon Metropolitan Area.

Fig. 3. Examples of calculated pedestrian shed ratios for station areas of Lisbon Metropolitan Area.

However, it appears that the node-place model is somehow in terms of urban form, land use and activities, and also travel con-
insufficient to distinguish among the ‘balanced’ areas, as this bal- ditions. Indeed, our results show that a fine-grain analysis of the
ance can represent a variety of distinct built environment realities, pedestrian accessibility of the node-places is an important addition
D.S. Vale / Journal of Transport Geography 45 (2015) 70–80 77

Acronym Sta Name Acronym S Name


1.00 ACA Agualva-Cacém MON Mon jo
AGU Algueirão MOS Moscavide
ALC Alcainça - Moinhos MSM Mira Sintra-Meleças
ALG Algés OEI Oeiras
ALH Alhandra ORI Oriente (Lisboa)
ALV Alverca PAL Palmela
ORI AMA Alcântara Mar PAR Paço de Arcos
.80 AMD Amadora PBA Porto Brandão
ATE Alcântara-Terra PDE Parede
MAB AVE Alhos Vedros PEN Penalva
BAR ENT BAA Barreiro-A PET Penteado
SRI REB AMD BAR Barreiro PFU Pedra Furada
BLM
COR QUE ROM BBA Baixa da Banheira PNV Pinhal Novo
ACA BFC Benfica POV Póvoa
CARPSI
.60 BPR BLM Belém PQU Praça do Quebedo (Setubal)
PRA SAC VFX SCD CSD
OEIFAM CAM BMA Barcarena-Massamá PRA Pragal
FOG BOB Bobadela PSA Praias do Sado
PAL
Node

POV BFCALG BPR Braço de Prata PSI Portela de Sintra


RMO
SET
COI CAC ALV PDEMER AMA
CAC Cacilhas QUE Queluz-Belas
mean = 0.456
SIR EST SAN CAM Campolide REB Reboleira
CAX ALH BBA MSM BMA CAR Carcavelos RMO Rio de Mouro
ALC BOB AGU MOS ROS
STA
.40 MAF VAL SEICRI SJE CHE MARSIN CAS
CAX
Cascais
Caxias
ROM
ROS
Roma-Areeiro
Rossio
PFU AVE PNV PAR ATE CHE Chelas SAB Sabugo
CQU SPE SAO TPC COI Coina SAC Sacavém
PEN MON TRF PSA MOI MAL BAA COR Corroios SAN Santos
CRR SAB CQU Cruz Quebrada SAO Santo Amaro de Oeiras
PET TEL LAV
MES CRI Castanheira do Ribatejo SCD Santa Cruz Damaia
CRR Carregado SEI Seixal
.20 CSD Cais do Sodré SET Setúbal
PBA ENT Entrecampos (Lisboa) SIN Sintra
PQU
EST Estoril SIR Santa Iria
FAM Foros de Amora SJE S. João do Estoril
FOG Fogueteiro SPE S. Pedro do Estoril
LAV Lavradio SRI Sete Rios
mean = 0.543 MAB Monte Abraão STA Santa Apolónia (Lisboa)
.00 MAF Mafra TEL Telhal
.00 .20 .40 .60 .80 1.0 MAL
MAR
Malveira
Marvila
TPC
TRF
Terreiro do Paço
Trafaria
Place MER Mercês VAL Venda do Alcaide
MES Monte Estoril VFX Vila Franca de Xira
MOI Moita

Fig. 4. Node-place values of the station areas of Lisbon Metropolitan Area, 2013.

Fig. 5. Node index, place index and squared differenced of the station areas of LMA, 2013.

to the evaluation of the station areas of a metropolitan area. This is Our cluster analysis results suggest a six categories typology of
particularly useful to distinguish among the balanced node-places, station areas based on node index, place index and pedshed ratio.
and therefore to provide a framework that can more easily relate to The first group comprises ‘pedestrian friendliness balanced
Transit Oriented Development, by explicitly evaluating the physi- node-places’ (cluster 4), in which not only there is a balance
cal characteristics of station areas, i.e. the design dimension of between node and place, but also the walking accessibility is high.
the seven Ds framework, and not only physical proximity. We designated this group as ‘Urban TODs’, as they have high
78 D.S. Vale / Journal of Transport Geography 45 (2015) 70–80

Fig. 6. Pedshed ratios of the station areas of Lisbon Metropolitan Area.

Table 3
Final cluster centers and F statistic for each dimension.

Dimension Cluster center


1 2 3 4 5 6 7 F statistics
Node (z score) 0.863 0.318 1.323 1.153 0.160 0.472 0.994 32.5
Place (z score) 0.785 0.076 2.521 0.753 0.935 0.208 1.397 47.4
PedShed (z score) 0.048 0.928 0.558 0.831 0.192 0.884 1.377 42.0

1.00
‘‘Balanced TADs’’, corresponding to places revealing node-place
Cluster
Number balance, but with poor pedestrian accessibility (cluster 6). There
1 is physical proximity between the station and the destinations,
2
.80 3 but walking conditions are poor. We identify a third group as
4
5 ‘Suburban TODs’, and is constituted by areas with very high ped-
6 shed ratios and average node and place index (cluster 2). They
7
.60
are places with good walking accessibility to the station and pre-
sent a balance of node and place indexes, but with values lower
Node

than the ones of ‘‘Urban TODs’’. Group four is designated as


‘Undersupplied transit TODs’, with high pedshed ratios and place
.40 index, but low node index (cluster 1). These are mainly ‘unbal-
anced places’ with good walking accessibility, in which the
increase in transit supply could easily lead to an increase in transit
.20 patronage. We designated the fifth group as ‘‘Unbalanced TODs’’, as
they contain station areas with average node index and pedshed
ratio, but small place index (cluster 5). Although located in
Bertolini’s ‘balanced’ category, we believe these constitute the ‘un-
.00
balanced node’ type, in which the node index is clearly superior to
.00 .20 .40 .60 .80 1.00
the place index. The final group (clusters 3 and 7) is constituted by
Place
‘Car dependent node-places’, in which all variables show very low
Fig. 7. Final clusters of the node-place areas of LMA. values. Although the clusters are different in very low place index
(cluster 3) and very low place and pedshed ratio (cluster 7), they
can be conceived as a single category, representing isolated sta-
multimodal accessibility conditions and also present a diverse tions with poor transit supply. Nevertheless, they can also be con-
urban realm, in which people can walk from/to their destinations ceived as ‘‘Future TODs’’, as the transit infrastructure already exists
within the station area. A second group can be described as but with little transit supply and urban development.
D.S. Vale / Journal of Transport Geography 45 (2015) 70–80 79

This typology can be used as a strategic framework for urban and Nevertheless, we consider that the inclusion of the pedestrian shed
transportation planning of the station areas. In general terms, the ratio will in some extent compensate for this lack of detail, keeping
typology suggests that ‘Urban TODs’ and ‘Suburban TODs’ are the node-place model fast and simple to compute. Fourth, our TOD
already balanced node-places with good walking accessibility con- typology should be used with care, as it reflects only the situation
ditions, in which the transportation supply should not decrease. of LMA and an external validation is needed before any final con-
Likewise if new major activities or urban facilities are to be located clusion. A further validation of typologies based on performance
in these places, a transportation impact assessment is suggested. indicators such as modal share data is needed, as well as the appli-
For ‘Balanced TADs’, an improvement of the walking conditions is cation of this three-component methodology to other cases. The
suggested. ‘Undersupplied transit TODs’ need an increase in transit use of experts can also be a useful validation tool for the proposed
supply, and therefore the main intervention should come from typology. Finally, we recognize that the use of the pedshed ratio as
transportation planning. For these two categories, the impact of an indicator of the walkability of an urban area does not fully
urban and/or transportation measures on transit patronage and incorporates the diverse built environment features that can influ-
active travel can be significant, as these places are already balanced ence walking (Ewing and Handy, 2009; Lee and Moudon, 2004,
node-places. ‘Unbalanced TODs’ should be given special attention 2006; Talen and Koschinsky, 2013). Therefore, other variables
from urban planning, as new travel generating activities could be should be tested to measure the pedestrian friendliness of a
guided to these locations, realizing the available transit node-place balanced station area, which might constitute a real
over-supply. Nevertheless, new transportation supply and/or transit-oriented development site.
improvement of walking conditions should be required as the result
of these new activities. Finally, ‘Car dependent node-places’ require Acknowledgments
an improvement in transportation supply, land use mixing and also
walking conditions to become transit-oriented development. A clear We would like to acknowledge the financial support given to
articulation and integration of land use and transportation planning CIAUD by the Portuguese Funding Agency for Science, Research
is particularly relevant if these places are to be developed. and Technology (project reference PEst-OE/EAT/UI4008/2013),
Nevertheless, especially in a suburban context in which the train is and a special recognition to Miguel Saraiva and Mauro Pereira for
a key transportation mode for commuting, they constitute better their help in collecting the transit supply data.
urban development places than other places located farther away
from stations, in which travel is strictly dependent on the car and References
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