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Barry Wellar
       Professor Emeritus, University of Ottawa
Distinguished Research Fellow, Transport 2000 Canada
           Principal, Wellar Consulting Inc.
                 wellarb@uottawa.ca


                Slides for a session on


            New Measures of 
    Transportation System Performance 

               2008 Annual Meeting, 
        Association of American Geographers
              Boston, MA, April 15‐19
ABSTRACT
     The  concept  of  high‐occupancy  vehicle  (HOV)  lanes  originated  in  the  1970s,  took  root in  the 
     1980s, and continues to be embraced. The idea of high‐efficiency vehicle (HEV) lanes appeared in 
     the 1990s, and is receiving attention as a complement, supplement, or standalone alternative to 
     the HOV lane approach. In both the HOV and HEV cases, proponents argue that the approaches 
     implemented in most North American metropolitan regions represent sustainable transport best 
     practices.  As  this  presentation  demonstrates,  however,  the  majority  of  such  claims  grossly 
     exaggerate  the  contribution  of  such  lanes  to  sustainability  in  general,  or  even  to  that  of  the 
     private vehicle mode.  This finding is based on a new method of measuring the performance of 
     HOV and HEV lanes that uses the range of sustainable transport practices from worst to best as 
     the basic logic of the new measure. In addition, the new measure takes into account the number 
     of occupants, percentage of actual to potential occupants of a vehicle, and the relative efficiency 
     of  vehicles.  The  derived  standards  are  based  on  a  new  and    robust  measurement  system  for 
     ensuring that traffic lanes presented as elements of a  sustainable transport best practice package 
     do in fact  achieve that level of performance. And, as a corollary, the new measurement system 
     exposes claims which are not supported by logic or evidence. 

     Keywords:  Transportation,  metropolitan  region,  sustainability,  HOV,  HEV,  performance 
     measurement system, best practice

                                                                                                                             Slide 2
Barry Wellar                                       HOV and HEV Standards                                              AAG 2008 
TALKING POINTS ON ‘HOV’ LANES

               1. Matching words and numbers = test of logic and honesty.

               2. ‘HOV’ a good idea gone bad? 

               3. Changing ‘HOV’ focus from fake inputs to real outputs.

               4. ‘HOV’ could reduce intra‐ and inter‐urban pmv congestion

               5. Enforcement needs serious bite



                                                                                                              Slide 3
Barry Wellar                        HOV and HEV Standards                                              AAG 2008 
TALKING POINTS ON ‘HEV’ LANES

               1. ‘HEV’ notion grasping at a straw?

               2. A pmv is still a pmv, despite the hype

               3. Sustainability is more than just fuel consumption

               4. Limits to energy!!!!!!!




                                                                                                            Slide 4
Barry Wellar                      HOV and HEV Standards                                              AAG 2008 
HOV/HEV TALK

                         What were they thinking?

               “Oops. State has no law to enforce HOV lanes”, 
                     by Matt Helms. Detroit Free Press,
                 Saturday Feb. 23, 2008, pages 1A and 7A




                                                                                                            Slide 5
Barry Wellar                      HOV and HEV Standards                                              AAG 2008 
HOV/HEV TALK

                      If you set the logic bar low enough …

                 “…: in comparison with the many vehicles on our 
               roads that are carrying only one occupant, those with 
                 two or more can be considered high‐occupancy.”




                                                                                                              Slide 6
Barry Wellar                        HOV and HEV Standards                                              AAG 2008 
HOV/HEV TALK

                  Low logic bars everywhere?

   “There are now over 4000 kilometres of HOV lanes operating 
     across North America and using the same 2+ occupancy 
       requirement that we have applied here in Ontario.”




                                                                                                      Slide 7
Barry Wellar                HOV and HEV Standards                                              AAG 2008 
Table 1. Matching Levels of Vehicle Occupancy and
                    Levels of Sustainable Transport Practice 

                    Vehicle Occupancy               Sustainable Transport 
                          Rating                       Practice  Rating

                         Highest                                        Best
                         Higher                                        Better
                          High                                         Good
                          Low                                           Bad
                         Lower                                         Worse
                         Lowest                                        Worst



                                                                                                             Slide 8
Barry Wellar                       HOV and HEV Standards                                              AAG 2008 
Table 2. Simple Numeric or Body Count 
                      Vehicle Occupancy Rating System
               Number of Occupants      Description of                    Vehicle Occupancy Rating
                                         Occupants
                    7 or more         Driver + 6 or more                                 Highest
                                          passengers
                       6             Driver + 5  passengers                               Higher


                       5             Driver + 4  passengers                                High


                       4             Driver + 3 passengers                                  Low


                       3             Driver + 2 passengers                                Lower


                    2 or less        Driver with or without                              Lowest
                                           passenger



                                                                                                                  Slide 9
Barry Wellar                            HOV and HEV Standards                                              AAG 2008 
Table 3. Percentage of Seats Occupied
                      Vehicle Occupancy Rating System
               # of Seats   # of Seats Occupied     % of Seats Occupied               Level of Occupancy 
                                      7                      100                             Highest
                    7                 6                       86                              Higher
                                      5                       72                               High
                                      4                       57                               Low
                                      3                       43                              Lower
                                      2                       29                              Lowest
                                      6                      100                              Higher
                    6                 5                       83                               High
                                      4                       67                             Medium
                                      3                       50                               Low
                                      2                       33                              Lower
                                      5                      100                              Higher
                    5                 4                       80                               High
                                      3                       60                               Low
                                      2                       40                              Lower
                    4                 4                      100                               High
                                      3                       75                             Medium
                                      2                       50                               Low
                    3                 3                      100                               High
                                      2                       67                               Low
                    2                 2                      100                             Highest
                                                                                                                    Slide 10
Barry Wellar                              HOV and HEV Standards                                              AAG 2008 
Table 4. Specifying the Number of Occupants in a 
                             High‐Occupancy Vehicle (HOV) 

        # of Seats      # of Seats Occupied       % of Seats Occupied Level of Occupancy 


               7                5                                   72                                      High
               6                5                                   83                                      High
               5                4                                   80                                      High
               4                4                                  100                                      High
               3                3                                  100                                      High




                                                                                                                          Slide 11
Barry Wellar                             HOV and HEV Standards                                                     AAG 2008 
Source Information

         Source materials for these remarks include two papers by B. 
         Wellar, Getting to the Truth About “High‐Occupancy” Vehicle 
         (HOV) Standards,  and Sustainable Transport by Design or by 
         Default? Either Way, the Wasteful Ride Is Over. The papers 
         can be viewed at transport2000.ca. The correspondence is 
         from the Ontario Ministry of Transportation.


                                                                                                            Slide 12
Barry Wellar                      HOV and HEV Standards                                              AAG 2008 

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High Occupancy Vehicle Standards and Sustainable Transport Practices

  • 1. Barry Wellar Professor Emeritus, University of Ottawa Distinguished Research Fellow, Transport 2000 Canada Principal, Wellar Consulting Inc. wellarb@uottawa.ca Slides for a session on New Measures of  Transportation System Performance  2008 Annual Meeting,  Association of American Geographers Boston, MA, April 15‐19
  • 2. ABSTRACT The  concept  of  high‐occupancy  vehicle  (HOV)  lanes  originated  in  the  1970s,  took  root in  the  1980s, and continues to be embraced. The idea of high‐efficiency vehicle (HEV) lanes appeared in  the 1990s, and is receiving attention as a complement, supplement, or standalone alternative to  the HOV lane approach. In both the HOV and HEV cases, proponents argue that the approaches  implemented in most North American metropolitan regions represent sustainable transport best  practices.  As  this  presentation  demonstrates,  however,  the  majority  of  such  claims  grossly  exaggerate  the  contribution  of  such  lanes  to  sustainability  in  general,  or  even  to  that  of  the  private vehicle mode.  This finding is based on a new method of measuring the performance of  HOV and HEV lanes that uses the range of sustainable transport practices from worst to best as  the basic logic of the new measure. In addition, the new measure takes into account the number  of occupants, percentage of actual to potential occupants of a vehicle, and the relative efficiency  of  vehicles.  The  derived  standards  are  based  on  a  new  and    robust  measurement  system  for  ensuring that traffic lanes presented as elements of a  sustainable transport best practice package  do in fact  achieve that level of performance. And, as a corollary, the new measurement system  exposes claims which are not supported by logic or evidence.  Keywords:  Transportation,  metropolitan  region,  sustainability,  HOV,  HEV,  performance  measurement system, best practice Slide 2 Barry Wellar HOV and HEV Standards                                            AAG 2008 
  • 3. TALKING POINTS ON ‘HOV’ LANES 1. Matching words and numbers = test of logic and honesty. 2. ‘HOV’ a good idea gone bad?  3. Changing ‘HOV’ focus from fake inputs to real outputs. 4. ‘HOV’ could reduce intra‐ and inter‐urban pmv congestion 5. Enforcement needs serious bite Slide 3 Barry Wellar HOV and HEV Standards                                            AAG 2008 
  • 4. TALKING POINTS ON ‘HEV’ LANES 1. ‘HEV’ notion grasping at a straw? 2. A pmv is still a pmv, despite the hype 3. Sustainability is more than just fuel consumption 4. Limits to energy!!!!!!! Slide 4 Barry Wellar HOV and HEV Standards                                            AAG 2008 
  • 5. HOV/HEV TALK What were they thinking? “Oops. State has no law to enforce HOV lanes”,  by Matt Helms. Detroit Free Press, Saturday Feb. 23, 2008, pages 1A and 7A Slide 5 Barry Wellar HOV and HEV Standards                                            AAG 2008 
  • 6. HOV/HEV TALK If you set the logic bar low enough … “…: in comparison with the many vehicles on our  roads that are carrying only one occupant, those with  two or more can be considered high‐occupancy.” Slide 6 Barry Wellar HOV and HEV Standards                                            AAG 2008 
  • 7. HOV/HEV TALK Low logic bars everywhere? “There are now over 4000 kilometres of HOV lanes operating  across North America and using the same 2+ occupancy  requirement that we have applied here in Ontario.” Slide 7 Barry Wellar HOV and HEV Standards                                            AAG 2008 
  • 8. Table 1. Matching Levels of Vehicle Occupancy and Levels of Sustainable Transport Practice  Vehicle Occupancy  Sustainable Transport  Rating Practice  Rating Highest Best Higher Better High Good Low Bad Lower Worse Lowest Worst Slide 8 Barry Wellar HOV and HEV Standards                                            AAG 2008 
  • 9. Table 2. Simple Numeric or Body Count  Vehicle Occupancy Rating System Number of Occupants Description of Vehicle Occupancy Rating Occupants 7 or more Driver + 6 or more  Highest passengers 6 Driver + 5  passengers Higher 5 Driver + 4  passengers High 4 Driver + 3 passengers Low 3 Driver + 2 passengers Lower 2 or less Driver with or without  Lowest passenger Slide 9 Barry Wellar HOV and HEV Standards                                            AAG 2008 
  • 10. Table 3. Percentage of Seats Occupied Vehicle Occupancy Rating System # of Seats # of Seats Occupied % of Seats Occupied Level of Occupancy  7 100 Highest 7 6 86 Higher 5 72 High 4 57 Low 3 43 Lower 2 29 Lowest 6 100 Higher 6 5 83 High 4 67 Medium 3 50 Low 2 33 Lower 5 100 Higher 5 4 80 High 3 60 Low 2 40 Lower 4 4 100 High 3 75 Medium 2 50 Low 3 3 100 High 2 67 Low 2 2 100 Highest Slide 10 Barry Wellar HOV and HEV Standards                                            AAG 2008 
  • 11. Table 4. Specifying the Number of Occupants in a  High‐Occupancy Vehicle (HOV)  # of Seats # of Seats Occupied % of Seats Occupied Level of Occupancy  7 5 72 High 6 5 83 High 5 4 80 High 4 4 100 High 3 3 100 High Slide 11 Barry Wellar HOV and HEV Standards                                            AAG 2008 
  • 12. Source Information Source materials for these remarks include two papers by B.  Wellar, Getting to the Truth About “High‐Occupancy” Vehicle  (HOV) Standards,  and Sustainable Transport by Design or by  Default? Either Way, the Wasteful Ride Is Over. The papers  can be viewed at transport2000.ca. The correspondence is  from the Ontario Ministry of Transportation. Slide 12 Barry Wellar HOV and HEV Standards                                            AAG 2008