Author: Dr. Jean-Paul Rodrigue
1. The Purpose of Transportation
In an ideal world, transportation would come at no effort in terms of cost and time and would have unlimited capacity and spatial reach. Under such circumstances, geography would not matter. Unfortunately, we do not live in an ideal world. In a real world, geography can be a significant constraint to transport since it trades space for time and money.
The unique purpose of transportation is to overcome space, which is shaped by a variety of human and physical constraints such as distance, time, administrative divisions and topography. Jointly, they confer a friction to any movement, commonly known as the friction of distance (or friction of space). However, these constraints and the friction they create can only be partially circumscribed. The extent to which this is done has a cost that varies greatly according to factors such as the length of the trip, the capacity of modes and infrastructures and the nature of what is being transported.
Transport geography is a sub-discipline of geography concerned about the mobility of people, freight and information. It seeks to understand the spatial organization of mobility by considering its attributes and constraints as they relate to the origin, destination, extent, nature and purpose of movements.
Transport geography can be understood from a series of core principles:
- Transportation is the spatial linking of a derived demand.
- Distance is a relative concept involving space, time and effort.
- Space is at the same time the generator, support and a constraint for mobility.
- The relation between space and time can converge or diverge.
- A location can be a central, where it generates and attract traffic, or an intermediate element where traffic transits through.
- To overcome geography, transportation must consume space.
- Transportation seeks massification but is constrained by atomization.
- Velocity is a modal, intermodal and managerial effort.
These principles underline that there would be no transportation without geography and there would be no geography without transportation. The goal of transportation is thus to transform the geographical attributes of freight, people or information, from an origin to a destination, conferring them an added value in the process. There are substantial operational differences between transportation modes, particularly between passengers and freight, which often operated desperately. The convenience at which this can be done varies considerably and is commonly labeled as transportability.
Transportability refers to the ease of movement of passengers, freight or information. It is related to transport costs as well as to the attributes of what is being transported (fragility, perishable, price). Political factors can also influence transportability such as laws, regulations, borders and tariffs. When transportability is high, activities are less constrained by distance.
Transportation is not necessarily a science, but a field of application borrowing concepts and methods from a wide variety of disciplines. The specific purpose of transportation is to fulfill a demand for mobility, since transportation can only exists if it moves people, freight and information around. Otherwise it has no purpose. This is because transportation is dominantly the outcome of a derived demand; it takes place because other activities are taking place. Distance, a core attribute of transportation, can be represented in a variety of ways, ranging from a simple Euclidean distance – a straight line between two locations – to what can be called logistical distance; a complete set of tasks required to be done so that distance can be overcome. Any movement must thus consider its geographical setting which in turn is linked to spatial flows and their patterns.
The concept of flow has four major components:
- Geographical. Each flow has an origin and a destination and consequently a degree of separation. Flows with high degrees of separation tend to be more limited than flows with low degrees of separation.
- Physical. Each flow involves specific physical characteristics in terms of possible load units and the conditions in which they can be carried. Flows, depending on the transportation mode, can be atomized (smallest load unit) or massified (moving load units in batches).
- Transactional. The realization of each flow has to be negotiated with providers of transport services, such as booking a slot on a containership or an air travel seat. Commonly, a flow is related to a monetary exchange between provider of transportation and the user.
- Distribution. Flows are organized in sequences where the more complex are involving different modes and terminals. Many transport flows are scheduled and routed to minimize costs or maximize efficiency, often through intermediary locations.
Urbanization, multinational corporations, economic globalization are all forces shaping and taking advantage of transportation at different, but often related, scales. Consequently, the fundamental purpose of transport is geographic in nature, because it facilitates movements between different locations. Transport plays a role in the structure and organization of space and territories, which may vary according to the level of development. In the 19th century, the purpose of the emerging modern forms of transportation, mainly railways and maritime shipping, was to expand spatial coverage with the creation, expansion and consolidation national markets.
In the 20th century, the objective shifted to selecting itineraries, prioritizing transport modes, increasing the capacity of existing networks and responding to the mobility needs and this at a scale which was increasingly global, with its own space of flows. In the 21st century, transportation must cope with a globally oriented economic system in a timely and cost effective way, but also with several local problems such as congestion and capacity constraints.
2. The Importance of Transportation
Transport represents one of the most important human activities worldwide. It is an indispensable component of the economy and plays a major role in supporting spatial relations between locations. Transport creates valuable links between regions and economic activities, between people and the rest of the world. It is composed of core components, which are the modes, infrastructures, networks and flows. These components are fundamental for transportation to take place, but they also underline that geography, in spite of significant technological, social and economic changes, remain a salient force shaping transportation. Transport is a multidimensional activity whose importance is:
- Historical. Transport modes have played several different historical roles in the rise of civilizations (Egypt, Rome and China), in the development of societies (creation of social structures) and also in national defense (Roman Empire, American road network). As such transportation offers a valuable perspective to understand the history of a region or nation.
- Social. Transport modes facilitate access to healthcare, welfare, and cultural or artistic events, thus performing a social service. They shape social interactions by favoring or inhibiting the mobility of people. Transportation thus supports and may even shape social structures.
- Political. Governments play a critical role in transport as sources of transport investments and as regulators of transport operations. The political role of transportation is undeniable as governments often subsidize the mobility of their populations such as providing highways, and public transit. While most transport demand relates to economic imperatives, many transport infrastructures have been constructed for political reasons such as national accessibility or job creation. Transport thus has an impact on nation building and national unity, but it is also a tool shaping policy.
- Economic. The evolution of transport has always been linked to economic development. It is an industry in its own right such as car manufacturing, air transport companies or railways. The transport sector is also an economic factor in the production of goods and services. It contributes to the value-added of economic activities, facilitates economies of scale, influences land (real estate) value and the specialization of regions. Transport is both a factor shaping economic activities, and is also shaped by them.
- Environmental. Despite the manifest advantages of transport, its environmental impacts are also significant. They include negative impacts on air and water quality, noise level and public health. All decisions relating to transport need to be evaluated taking into account the corresponding environmental costs and how they can be mitigated. Transport is therefore a dominant factor in contemporary environmental issues, including sustainability and climate change.
Transportation as a multidisciplinary endeavor can be approached through several fields of inquiry where some are at the core of transport geography, such as transport demand, nodes and networks, while others are more peripheral, such as natural resources, political geography and regional geography. Yet, they all contribute to the understanding of transport activities and their impacts of the economy, the society and the environment.
Substantial empirical evidence indicates that the importance of transportation is growing, particularly in light of the following contemporary trends:
- Growth of the demand. The years following the Second World War have seen a considerable growth of the transport demand related to individual (passengers) as well as freight mobility. This growth is jointly the result of larger quantities of passengers and freight being moved, but also the longer distances over which they are carried. Recent trends underline an ongoing process of mobility growth, which has led to the multiplication of the number of journeys involving a wide variety of modes that service transport demands.
- Reduction of costs. Even if several transportation modes are very expensive to own and operate (ships and planes for instance), costs per unit transported have dropped significantly over the last decades. This has made it possible to overcome larger distances and further exploit the comparative advantages of space. As a result, despite the lower costs, the share of transport activities in the economy has remained relatively constant in time.
- Expansion of infrastructures. The above two trends have obviously extended the demand for transport infrastructures both quantitatively and qualitatively. Roads, harbors, airports, telecommunication facilities and pipelines have expanded considerably to service new areas and adding capacity to existing networks. Transportation infrastructures are thus a major component of the land use, notably in developed countries.
Facing these contemporary trends, an important part of the spatial differentiation of the economy is related to where resources (raw materials, capital, people, information etc.) are located and how well they can be distributed. Transport routes are established to distribute resources between places where they are abundant and places where they are scarce, but only if the costs are lower than the benefits. Consequently, transportation has an important role to play in the conditions that affect global, national and regional economic entities. It is a strategic infrastructure that is so embedded in the socioeconomic life of individuals, institutions and corporations that it is often invisible to the consumer, but always part of all economic and social functions. This is paradoxical, since the perceived invisibility of transportation is derived from its efficiency. If transport is disrupted or ceases to operate, the consequences can be dramatic such as workers unable to reach their workplace or parts not being delivered to factories.
3. Transportation in Geography
The world is obviously not a place where features such as resources, people and economic activities are randomly distributed; there is a logic, or and order, to spatial distribution. Geography seeks to understand the spatial order of things as well as their interactions, particularly when this spatial order is less evident. Transportation, being one element of this spatial order, is at the same time influenced by geography as well as having an influence on it. For instance, the path followed by a road is influenced by regional economic and physical attributes, but once constructed the same road will shape future regional developments.Transportation is of relevance to geography for two main reasons. First, transport infrastructures, terminals, modes and networks occupy an important place in space and constitute the basis of a complex spatial system. Second, since geography seeks to explain spatial relationships, transport networks are of specific interest because they are the main physical support of these interactions.
Transport geography, as a discipline, emerged as a branch of economic geography in the second half of the twentieth century. In earlier considerations, particularly in commercial geography (late 19th and early 20th century), transportation was an important factor behind the economic representations of the geographic space, namely in terms of the location of economic activities and the monetary costs of distance. These cost considerations became the foundation of several geographical theories such as central places and location analysis (see transportation and space). The growing mobility of passengers and freight justified the emergence of transport geography as a specialized field of investigation.In the 1960s, transport costs were formalized as key factors in location theories and transport geography began to rely increasingly on quantitative methods, particularly over network and spatial interactions analysis. However, from the 1970s technical, political and economic changes challenged the centrality of transportation in many geographical and regional development investigations. The strong spatial anchoring effect of high transportation costs receded and decentralization was a dominant paradigm that was observed within cities (suburbanization), but also within regions. The spatial theory foundations of transport geography, particularly the friction of distance, became less relevant, or less evident, in explaining socioeconomic processes. As a result, transportation became under represented in economic geography in the 1970s and 1980s, even if the mobility of people and freight and low transport costs were considered as important factors behind the globalization of trade and production.
Since the 1990s, transport geography has received renewed attention with new realms of investigation. The issues of mobility, production and distribution became interrelated in a complex geographical setting where the local, regional and global became increasingly blurred through the development of new passengers and freight transport systems. For instance, suburbanization resulted in an array of challenges related to congestion and automobile dependency. Rapid urbanization in developing economies underlined the challenges of transport infrastructure investment for private as well as collective uses. Globalization supported the development of complex air and maritime transportation networks, many of which supporting global supply chains and trade relations across long distances. The role of information and communication technologies was also being felt, often as a support or as an alternative to mobility. All of the above were linked with new and expanded mobilities of passengers, freight and information.
4. Transportation Systems
This “new transport geography” is based on the premise that transportation is a system supporting complex relationships between its core components, which are nodes, networks and demand. These relationships are articulated by three central concepts:
- Transportation nodes. Transportation primarily links locations, often characterized as nodes. They serve as access points to a distribution system or as transshipment / intermediary locations within a transport network. This function is mainly serviced by transport terminals where flows originate, end or are being transshipped from one mode to the other. Transport geography must consider its places of convergence and transshipment.
- Transportation networks. Considers the spatial structure and organization of transport infrastructures and terminals. Transport geography must include in its investigation the structures (routes and infrastructures) supporting and shaping movements.
- Transportation demand. Considers the demand for transport services as well as the modes used to support movements. Once this demand is realized, it becomes an interaction which flows through a transport network. Transport geography must evaluate the factors affecting its derived demand function.
The analysis of these concepts within transport geography relies on methodologies often developed by other disciplines such as economics, mathematics, planning and demography. For instance, the spatial structure of transportation networks can be analyzed with graph theory, which was initially developed for mathematics. Further, many models developed for the analysis of movements, such as the gravity model, were borrowed from physical sciences. Multidisciplinarity is consequently an important attribute of transport geography, as in geography in general, as each discipline provides a different dimension to transport geography. Transport geography must be systematic as one element of the transport system is linked with numerous others; transport systems are complex.
The role of transport geography is to understand the spatial relations that are produced by transport systems. This gives rise to several fallacies about transportation in terms of the respective relations between access, accessibility, distance and time. A better understanding of spatial relations is essential to assist private and public actors involved in transportation mitigate key transport problems, such as capacity, transfer, reliability and integration of transport systems. There are three basic geographical considerations relevant to transport systems:
- Location. As all activities are located somewhere, each location has its own characteristics conferring a potential supply and/or a demand for resources, products, services or labor. A location will determine the nature, the origin, the destination, the distance and even the possibility of a movement to be realized. For instance, a city provides employment in various sectors of activity in addition to consume resources.
- Complementarity. Some locations have a supply of labor, resources, parts or final goods while others have a deficit. The only way an equilibrium can reached is by movements between locations having supply (or a surplus) and locations having demands. For instance, a complementarity is created between a store (supply of goods) and its customers (demand of goods).
- Scale. Movements generated by complementarity are occurring at different scales, pending the nature of the activity. Scale illustrates how transportation systems are established over local, regional and global geographies. For instance, home-to-work journeys generally have a local or regional scale, while the distribution network of a multinational corporation is most likely to cover several regions of the world.
Consequently, transport systems consume land, support the relationships between locations at a scale that is increasingly global. Over this, transport geography provides a multidisciplinary perspective to understand the complexity of transportation and how space supports and hinders mobility.
5. Prospects for Transport Geography
Transport geography played a relatively small role in the field of transport studies, a field that has been dominated by engineers and economists. This was due in part to the needs of the industry being focused on providing infrastructures and technologies, at what cost and benefits and at what level of pricing. The contemporary industry is much more complex, with issues as varied as safety, aesthetics, working conditions, equity, the environment, and governance being necessary considerations. A much broader set of skills are required therefore, and transport studies have become a multi-disciplinary field of application. Transport geography thus has opportunities to contribute to transport studies, transport planning and transport operations, in part because of the breadth of the approach and training. Still, transport geography, like the field of transportation in general, does not receive a level of attention in academia proportional to its economic and social importance.
It is also a fundamental fact that transport is a spatial activity. It has always been a space adjusting service, but over the last few decades it has become increasingly global in scope. Contemporary transport operates at a wider range of scales than ever before. There are complex interactions between the local and the global. For example, the issues surrounding the expansion of an airport are usually decided at the local level, and the impacts are likely to be felt locally, namely its externalities such as noise and congestion. However, the effects on passenger and freight flows may have a global impact. The spatiality of transport and the many scale levels at which it operates are elements that are the particular concerns to transport geography. No other discipline has as its core interest the role of space in shaping human activities. The globalization of transport activities thus has represented unique opportunities in the development of transport geography.
One reason for the success of engineers and economists in transport studies and applications is that their training has been rigorous in the application of mathematics and multivariate statistics. They have demonstrated the ability to provide precise answers to the questions that decision makers have required – what to build, at what cost, with what cost effects. There has evolved a culture in the transport industry that unless it can be quantified it is of little value. Transport geography provides the quantitative skills in modeling, graph theory, and multivariate statistics. However, there are newer techniques that provide geographers with opportunities to contribute to transport studies. GIS-T, in particular should be an essential element in transport geography training. The multi-scalar, multivariate nature of the transport industry makes GIS-T an invaluable tool, and one that will raise the profile of transport geography in the transportation industry.
One of the key challenges in transport studies is data availability. Many times census and survey data are inadequate or unavailable in the form required. However, online availability of large datasets is increasing offering a richer array of information to analyze transport issues. New opportunities also arise from what came to be known as “big data”, where a large amount of digital information is made available at a low cost through mobile devices, sensors, remote sensing and RFID. Mobility can now be observed at an unprecedented scale and level of detail, where people, vehicles and cargo can be tracked. Knowledge of survey techniques and their limitations are also an important part of the transport geography toolkit. In spite of the appeal of information technologies, many of the traditional tools and approaches are still relevant. They allow to address problems that are frequently overlooked by other disciplines because of the lack of data or the inability to spatially represent this data. Questionnaires and interviews represent a vital source of information in many situations. Content analysis is extremely useful in providing quantified data from non-quantified sources. At the same time, field work provides the opportunity to obtain detailed understanding of the particularities of the local conditions that cannot be obtained otherwise. Data, methods and models are no palliative to common sense, which remains a constant challenge when the approach is more focused on the tools than the reality in which transportation is evolving. The following chapters are going to focus on the numerous dimension of this reality.