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ENRICHING SUSTAINABLE TRANSPORT DECISIONS:
  INPUTS FROM OPERATIONS RESEARCH AND
         THE MANAGEMENT SCIENCES

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

                         William Garrison
                        Emeritus Professor
               Civil and Environmental Engineering
                University of California at Berkeley
                 garrison@newton.berkeley.edu



                    Invited Paper Session

              quot;Sustainable Transport Planning
                     and Assessmentquot;


             2009 International Conference
        Canadian Operational Research Society/
         Institute for Operations Research and
                the Management Sciences
                    (CORS/INFORMS)




                   Toronto, June 14-17, 2009
Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
    Management Sciences



            ENRICHING SUSTAINABLE TRANSPORT DECISIONS:
              INPUTS FROM OPERATIONS RESEARCH AND
                     THE MANAGEMENT SCIENCES


    1. PRESENTATION CONTEXT AND OUTLINE

    Findings from the 2008-2009 Transport Canada project, Methodologies for
    Identifying and Ranking Sustainable Transport Practices in Urban Regions
    (Wellar, 2008d) reveal that the research methodologies, methods, and
    techniques from a number of disciplines apply to the process of making decisions
    about sustainable transport practices. Evidence in that regard is provided by: 1)
    the results of keyword-based literature searches; 2) the responses of municipal
    governments to a survey on the methodologies, methods, and techniques that
    are used; and 3), the commentaries of experts on the methods and techniques
    that could be used. The findings are presented in eleven project reports which
    can be accessed at: http://www.wellarconsulting.com/.

    This presentation first outlines the major elements and findings of the Transport
    Canada project. We then suggest how the Operations Research or Operational
    Research, and Management Sciences (OR/MS) fields could build on that project
    to enhance the OR/MS contribution to the body of methods and techniques used
    by municipal governments in making decisions about identifying, adopting, and
    implementing sustainable transport (ST) practices.

    The third part of the presentation introduces several OR/MS-based initiatives that
    we believe could significantly expand the research agenda that has been initiated
    by the Transport Canada project. Our emphasis in this regard is on drawing
    attention to what we perceive to be fundamental needs that arise as a result of
    the empirical lessons learned from the Transport Canada project.

    In the next several pages the titles of the PowerPoint slides are listed, followed
    by the texts, tables, and other graphics that appear on the slides. The
    presentation is concluded by a section that contains comments on the slides. We
    believe that these comments may be informative for viewers not in attendance at
    the presentation, and they may also be of assistance to conference attendees in
    raising questions about particular slides or the presentation in general.

    It is noted in closing this section that the title used in the program for the CORS-
    INFORMS conference is, OR and MS Inputs to Decisions about Sustainable
    Transport Practices, and the abstract is similarly brief and generic. The
    emphasis on brevity complies with the instructions from conference organizers to
    authors.




     CORS-INFORMS CONFERENCE 2009                                   Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
    Management Sciences



    The title that we use here provides more direction and detail about the intention
    of our presentation, and the content and outline description expands the abstract
    by adding details about the different topics that are covered in the slides and
    slide commentaries.


    2. LIST OF SLIDES FOR 2009 CORS-INFORMS PRESENTATION
                   Part A. Background to the Transport Canada Project

    The background is represented by 8 PowerPoint (PPT) slides, which are titled as
    follows:

       Slide 1.   Transport Project Overview: Synopsis Report
       Slide 2.   Methods and Techniques for Deriving Best Practices
       Slide 3.   Survey of Municipal Governments – Methodology
       Slide 4.   Survey of Municipal Governments – Research Procedures
                  Used for Identifying Practices
       Slide 5.   Survey of Municipal Governments – Decision Procedures
                  Used for Adopting Practices
       Slide 6.   Survey of Municipal Governments – Decision Procedures
                  Used for Implementing Practices
       Slide 7.   Indicative List of Methods and Techniques that Could Be Used in
                  Making Decisions about Sustainable Transport Practices
       Slide 8.   Commentaries on Selected Methods and Techniques

                    Part B. Building on the Transport Canada Project

    Four slides contain suggestions on how the OR/MS fields could build directly on
    the Transport Canada project.

       Slide 9.    Examine the Survey Responses for OR/MS Aspects
       Slide 10.   Modify the Survey Questions to Focus on OR/MS
       Slide 11.   Add OR/MS Entries to the List of Methods and Techniques
       Slide 12.   Add Commentaries for Existing or New OR/MS Methods or
                   Techniques

      Part C. Suggested Initiatives for Extending OR/MS Research Involving
                    Sustainable Transport Decisions and Practices

    At the time of this writing four very important initiatives seem particularly
    appropriate for discussion at the 2009 CORS-INFORMS conference. However,
    and for the reasons given in Part C in the next section where we elaborate the
    initiatives, we are compelled to forewarn the viewer that each of suggestions
    could be as difficult to achieve as it is important.




     CORS-INFORMS CONFERENCE 2009                                 Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
    Management Sciences



    As a result, the suggestions should not be taken at face value or treated casually,
    but should be subjected to careful consideration.

       Slide 13. Explain Sustainability by Mode in OR/MS Terms
       Slide 14. Explain the Legacy Factor in OR/MS Terms across All Modes
       Slide 15. Illustrate How OR/MS Analysis Can Be Popularized, and Made
                  More Transparent (More of it “Outside the Box”)
       Slide 16. Demonstrate How the OR/MS Approach Can Open the Door to
                  Creative, Path-Changing, Innovative Roles for Quantitative Analysts
                  in Municipal Government.


    3. CONTENT OF SLIDES FOR 2009 CORS-INFORMS PRESENTATION

    (Note: Links are included to assist readers who wish to examine the
    Transport Canada project report associated with the content of the
    respective slides.)


                Part A. Background to the Transport Canada Project



                   1. Transport Project Overview: Synopsis Report
                   www.wellar.ca/wellarconsulting/TCProjectSynopsis.pdf

                                 Project Understanding
                                      Key Issues
                               Approach and Methodology




               2. Methods and Techniques for Deriving Best Practices
              www.wellar.ca/wellarconsulting/TC Project Research Report 1.pdf

                              Methods and Techniques that:
                                       Are Used
                                    Could Be Used
                                    Should Be Used




     CORS-INFORMS CONFERENCE 2009                                  Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
    Management Sciences




                3. Survey of Municipal Governments – Methodology
              www.wellar.ca/wellarconsulting/TC Project Research Report 1.pdf

      Table 1. Preliminary Selection of Values, Principles, and Assumptions that
      Could Be Used in a Philosophical Framework to Guide Research on How to
      Identify, Adopt or Implement Sustainable Urban Transport Practices




            4. Survey of Municipal Governments – Research Procedures
                           Used for Identifying Practices
              www.wellar.ca/wellarconsulting/TC Project_IR6_Revised_Final.pdf

      What research procedures are used to identify sustainable urban
      transport practices?




            5. Survey of Municipal Governments – Decision Procedures
                           Used for Adopting Practices
              www.wellar.ca/wellarconsulting/TC Project_IR6_Revised_Final.pdf

        What decision procedures are used to choose between sustainable
        urban transport practices to adopt and sustainable urban transport
        practices to not adopt?




            6. Survey of Municipal Governments – Decision Procedures
                          Used for Implementing Practices
              www.wellar.ca/wellarconsulting/TC Project_IR6_Revised_Final.pdf

        What decision procedures are used to choose between sustainable
        urban transport practices to implement and sustainable urban transport
        practices to not implement?




     CORS-INFORMS CONFERENCE 2009                                  Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
    Management Sciences




                  7. Indicative List of Methods and Techniques that
                      Could Be Used in Making Decisions About
                           Sustainable Transport Practices
              www.wellar.ca/wellarconsulting/TC Project Research Report 2.pdf

       Table 1. Initial Selection of Methods and Techniques that Could Be Used in
                     Making Decisions about Identifying, Adopting, and
                        Implementing Sustainable Transport Practices


                 1.   Anatomical Sourcing           22.   Life-Cycle Analysis
                 2.   Attitudinal Surveys           23.   Modelling
                 3.   Authority                     24.   Normative Delphi
                 4.   Brainstorming                 25.   NIMBY Strategy
                 5.   Charrette                     26.   Open House
                 6.   Committee Approach            27.   Opinion Polls
                 7.   Common Sense                  28.   Optimization
                 8.   Comparative Analysis          29.   Panel Evaluation
                 9.   Copycat/Follow the Leader     30.   Pilot Study
                10.   Cost-Benefit Analysis         31.   Policy Delphi
                11.   Cost-Effectiveness Analysis   32.   Pre-Test
                12.   Counterfoil Research          33.   Referenda
                13.   Cross-Impact Analysis         34.   Roundtables
                14.   Econometric Analysis          35.   Scaling
                15.   Focus Groups                  36.   Simulation
                16.   Follow the Money              37.   Squeaky Wheel
                17.   Forecasting Delphi            38.   Surveys
                18.   Highest and Best Use          39.   Trial Run
                19.   Impact Assessment             40.   Walking Security Index
                20.   Indicators                    41.   Workshops
                21.   Indexing                      42.   YIMBY Strategy




     CORS-INFORMS CONFERENCE 2009                                     Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
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               8. Commentaries on Selected Methods and Techniques
              www.wellar.ca/wellarconsulting/TC Project Research Report 3.pdf

      Table 2. Commentaries on Selected Methods and Techniques that Could Be
               Used in Making Decisions about Identifying, Adopting, and
                    Implementing Sustainable Transport Practices,
                            and Names of Commentators

                  Name of Method or Technique            Commentator
                     1. Anatomical Sourcing              Barry Wellar
                     2. Benefit-Cost Analysis            Barry Wellar
                          Cost-Benefit Analysis
                     3. Common Sense                     Barry Wellar
                     4. Counterfoil Research             Barry Wellar
                     5. Cross-Impact Analysis            Victor Bañuls
                     6. Delphi Trend Forecasting         Murray Turoff
                     7. Dynamic Delphi                   Connie White
                     8. Follow the Money                 Barry Wellar
                     9. Forecasting Delphi               Murray Turoff
                    10. Impact Assessment (1)            William Garrison
                    11. Impact Assessment (2)            Barry Wellar
                    12. Indexing                         Barry Wellar
                    13. Life-Cycle Analysis              Barry Wellar
                    14. Multi-Criteria Decision Making   Anjali Awasthi
                    15. Normative Delphi                 Barry Wellar
                    16. Open House                       Barry Wellar
                    17. Policy Delphi                    Murray Turoff
                    18. Surveys                          Jean Andrey
                    19. Walking Security Index           Barry Wellar




                  Part B. Building on the Transport Canada Project


               9. Examine the Survey Responses for OR/MS Aspects
              www.wellar.ca/wellarconsulting/TC Project_IR6_Revised_Final.pdf

      Responses may: a) be prepared by people trained in OR/MS; b) represent
      an OR/MS culture in a municipal government; or c), “inadvertently” reflect
      OR/MS methodologies, methods, and techniques. The survey offers a
      starting point for ascertaining the status of OR/MS in municipal
      governments.



     CORS-INFORMS CONFERENCE 2009                                   Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
    Management Sciences




                10. Modify the Survey Questions to Focus on OR/MS
               www.wellar.ca/wellarconsulting/TC Project Interim Report 3.pdf

      What OR/MS procedures are used to identify sustainable urban transport
      practices?

      What OR/MS procedures are used to choose between sustainable urban
      transport practices to adopt and sustainable urban transport practices to not
      adopt?

      What OR/MS procedures are used to choose between sustainable urban
      transport practices to implement and sustainable urban transport practices
      to not implement?




           11. Add OR/MS Entries to the List of Methods and Techniques
              www.wellar.ca/wellarconsulting/TC Project Research Report 2.pdf

      The current selection of Ms and Ts includes some OR/MS entries. There is
      need for more entries from the OR/MS communities.




                     12. Add Commentaries for Existing or New
                           OR/MS Methods or Techniques
              www.wellar.ca/wellarconsulting/TC Project Research Report 3.pdf

      The experiment of providing two-page, plain-language, self-contained
      commentaries on research methods or techniques that could be used in
      making decisions about non-trivial sustainable transport practices was
      positively received. Additional contributions from the OR/MS communities
      will enrich the discourse.



           Part C. Suggestions for Extending OR/MS Research Involving
                   Sustainable Transport Decisions and Practices

    For this part of the paper, we draw on experience in both curiosity-driven
    research and client-driven research (Wellar, 2005b) in proposing the selected
    initiatives. Before doing so, however, it is necessary that we preface our



     CORS-INFORMS CONFERENCE 2009                                    Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
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    suggestions with a caveat. This way, the viewer is disabused from the outset of
    any notion that what we have in mind for the OR/MS communities will be easy.
    In brief, the concept of sustainability has considerable popular appeal, and is
    widely accepted in principle (Wellar, 2006). Unfortunately, the evidence from
    extensive literature searches (Wellar, 2006, 2008c, 2008f), and from an initial
    survey of municipal governments (Wellar, 2008h, 2009a, 2009b), appears to
    demonstrate that much of the attraction and acceptance of the idea of
    sustainability is of a visceral nature. That is, relatively little analytical thought and
    vigorous effort has gone into rigorously critiquing the concept of sustainability,
    and ensuring that we are not looking through rose-coloured glasses when it
    comes to the matter of achieving sustainable transport practices.

    In offering the following suggestions, therefore, we also emphasize that each of
    them is at the upper end of the degree of difficulty scale, and will involve
    considerable amounts of mental heavy lifting, and persistence, to move them
    forward in the public policy arena.



                  13. Explain Sustainability by Mode in OR/MS Terms

     This initiative represents a large opportunity for the OR/MS communities to
     make a major contribution to enriching sustainable transport decisions through
     quantitative work that:

        1) Encompasses all modes and systems of transport for moving people,
           freight, and data.

        2) Provides a substantive basis for ranking sustainable transport
           practices from worst to best.




                     14. Explain the Legacy Factor in OR/MS Terms
                                    Across All Modes

     Current transport systems and components are an imprint of decisions of the
     past, and this legacy is locked in by historic path dependence. For each
     transport mode, the legacy lock needs to be examined and explained in the
     quantitative ways of OR and MS in order for municipal governments to make
     enlightened sustainable transport decisions.




     CORS-INFORMS CONFERENCE 2009                                      Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
     Management Sciences




                        15. Illustrate How OR/MS Analysis Can Be
                       Popularized, and Made More Transparent
                             (More of it “Outside the Box”)

      Transportation issues are daily topics in the popular media such as
      newspapers, television, and radio. A challenge to the academic and
      practitioner OR/MS communities is to express OR/MS analyses in ways that
      are suitable for use in the popular media, and are readily understandable by
      ordinary folk.




               16. Demonstrate How OR/MS Can Open the Door to More
                   Creative, Path-Changing, and Innovative Roles for
                    Quantitative Analysts in Municipal Government

      The tasks of identifying, adopting, and implementing sustainable transport
      practices all require new ways of thinking about the problem and its solution
      set. In our experience many local governments are hungry for suggestions
      from the academic and practitioner OR/MS communities that substantively and
      imaginatively contribute to this discourse. A creative options style is
      recommended.



     4. COMMENTS                    POWERPOINT SLIDES
                         ON THE

     Our objective is to make the report behind the 2009 CORS-INFORMS
     presentation as self-contained as skills, time, and resources permit. As a result,
     brief comments on the slides are included to explain positions taken, provide
     pointers to guide proposed research activities by the OR/MS communities, and/or
     attempt to address potential questions about particular slides or the presentation
     in general.


                 Part A. Background to the Transport Canada Project

     Slide 1. Transport Project Overview: Synopsis Report

     Comment: The core elements of the contract for the Transport Canada project
     are summarized in the synopsis report (Wellar, 2008d). The synopsis is required
     reading for those who wish to fully understand the project’s research design,
     connections between research reports, and project findings.


      CORS-INFORMS CONFERENCE 2009                                 Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
     Management Sciences



     Slide 2. Methods and Techniques for Deriving Best Practices

     Comment. The validity of claims about purported “best practices” is directly
     affected by the bases upon which the claims are made. As a result, it is
     imperative that the bases upon which claims of “best practices” rely are critically
     evaluated before accepting or rejecting such claims. As suggested by the
     Transport Canada project, the importance of documenting and understanding the
     how -- methods and techniques – of deriving the practices cannot be over-
     emphasized (Wellar, 2008g).

     Slide 3. Survey of Municipal Governments – Methodology

     Comment. The term “methodology” frequently appears in municipal government
     documents, but seldom is it defined functionally and structurally. This part of the
     survey is designed to ascertain whether and how methodologies are explicitly
     part of the bases for deriving sustainable transport practices in general, and
     purported best practices in particular. Of paramount interest are values,
     principles, assumptions, and other methodological parameters (Wellar, 2008h).

     Slide 4. Survey of Municipal Governments – Research Procedures
              Used for Identifying Practices

     Comment. In the interests of avoiding bias or otherwise influencing responses,
     the term “research procedures” was used in the survey as the way of
     ascertaining the research methods, research techniques, research operations,
     inquiring instruments, inquiring procedures, or whatever other means are used by
     municipal governments to identify sustainable transport practices. The central
     point of this question is that sustainable transport practices do not magically
     emerge from the ether, they are derived, and this part of the survey seeks
     information on how that derivation process works.

     Slide 5. Survey of Municipal Governments – Decision Procedures
              Used for Adopting Practices

     Comment. There is a body of logic, reasoning, experience, etc., that comprises
     or represents the procedures used by municipal governments in their decisions to
     adopt or not adopt a sustainable transport practice they have identified. This part
     of the survey asks them to provide information as to what those procedures are,
     that is, to report on the lines of thinking or reasoning that lead to decisions to
     adopt or not adopt a practice.

     Slide 6. Survey of Municipal Governments – Decision Procedures
              Used for Implementing Practices

     Comment. Similarly, there is a body of logic, experience, etc., that comprises or
     represents the procedures used by municipal governments in their decisions to



      CORS-INFORMS CONFERENCE 2009                                  Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
     Management Sciences



     implement or not implement a sustainable transport practice that has been
     adopted. This part of the survey asks them to provide information as to what
     those procedures are, that is, to report on the lines of thinking or reasoning that
     lead to decisions to implement or not implement a practice.

     Slide 7. Indicative List of Methods and Techniques that Could Be Used in
              Making Decisions about ST Practices

     Comment. Appreciation and evaluation of the methods and techniques that are
     used depends in part upon the number and types of methods and techniques that
     could be used. The array in Table 1 provides an indication of the potential body
     of methods and techniques that could be used, and serves as an informal context
     for examining responses to the survey.

     Slide 8. Commentaries on Selected Methods and Techniques

     Comment. There are likely 80 to 100 or more methods and techniques that could
     be used in making decisions about sustainable transport practices. These
     commentaries provide an illustration of how the methods and techniques can be
     described in lay terms, and provide a basis for further contributions.


                   Part B. Building on the Transport Canada Project

     Slide 9. Examine the Survey Responses for OR/MS Aspects

     Comment. It could informative for the OR/MS communities (academic,
     practitioner) to review the survey responses for opportunities to learn about the
     state of OR/MS use in municipal governments. Further, the responses might
     suggest municipal governments that could make better use of OR/MS research
     procedures and decision procedures during the processes of identifying,
     adopting, and implementing sustainable transport practices.

     Slide 10. Modify the Survey Questions to Focus on OR/MS

     Comment. The initial survey was of a general, open-ended nature. A follow-on
     survey that focuses on OR/MS methodologies, methods, and techniques could
     be a very productive way to learn more about the status of and future prospects
     for municipal governments’ use of quantitative procedures in identifying,
     adopting, or implementing sustainable transport practices, and then monitoring
     and evaluating the associated decisions and outcomes. A contribution of
     particular value would be to support and advance earlier work on revising and
     improving the measures of transportation system performance (Garrison, 1965;
     2007; Garrison and Levinson, 2006: Steger, 1966; Wellar, 2007a, 2008b).




      CORS-INFORMS CONFERENCE 2009                                  Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
     Management Sciences



     Slide 11. Add OR/MS Entries to the List of Methods and Techniques

     Comment. Research Report 1 (Wellar, 2008e) lists 32 disciplines and academic
     programs that have acquired reputations for contributing methods and techniques
     to the process of making decisions about identifying, adopting, and implementing
     sustainable transport practices. It is likely that researchers in some of those
     disciplines and programs, as well as in disciplines and programs not cited, will
     increase the representation of their disciplines beyond the methods and
     techniques shown in the list prepared for the Transport Canada project.

     In the work done for the Transport Canada project, the OR/MS fields did not
     surface as a force in the sustainable transport practice department. In the event
     of an unfair determination, it is requested/recommended that the OR/MS
     communities make a special effort of correcting the oversight by comprehensively
     informing municipal governments of their disciplines’ offerings.

     Slide 12. Add Commentaries for Existing or New OR/MS Methods or
               Techniques

     Comment. Post-project requests have been received from politicians,
     professional staff, university students, ordinary citizens, and journalists for similar
     commentaries on more methods and techniques. The Transport Canada project
     appears to provide a good model for OR/MS researchers, and seems to have
     created an audience for this kind of communication. No doubt additional
     commentaries from the OR/MS communities would be received with great
     interest by anyone wishing to learn more about how OR/MS methods and
     techniques could be used to enrich sustainable transport decision processes and
     outcomes.


            Part C. Suggestions for Extending OR/MS Research Involving
                    Sustainable Transport Decisions and Practices

     Slide 13. Explain Sustainability by Mode in OR/MS Terms

     Comment. The term “sustainability” is widely used in the learned, popular,
     government, interest group, and other literatures, and on January 29, 2009 when
     the term was “Googled” it recorded 30,600,000 results or hits. It comes as no
     surprise, therefore, that discussions with other researchers, as well as extensive,
     keyword-based search engine literature searches (Wellar, 2008c), reveal that the
     concept of sustainable transport is a sustainability element that has received
     considerable attention.

     However, and this is where OR/MS communities need to come to the forefront,
     few of those discussions and search results involve materials that measure
     sustainability in a quantitative way, or explain how to do so in a rigorous manner.



      CORS-INFORMS CONFERENCE 2009                                     Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
     Management Sciences



     As a result, sustainability is still very much a concept that remains to be
     elaborated in (numerically) operational terms across all modes of transport for
     moving people, freight, and data.

     In our view, this measurement challenge is one that calls for a leading role by the
     OR/MS communities in two ways:

         1) Specifying the quantitative methods and techniques most appropriate
            for the task.

         2) Directing and/or undertaking the necessary empirical analyses.

     Slide 14. Explain the Legacy Factor in OR/MS Terms across All Modes

     Comment. It appears fair to say that municipal government officials and the
     public at large could benefit from an increased understanding that current
     transport systems are the imprint of past decisions, and that future transport
     systems will be the imprint of present-day decisions (Garrison, 1965, 2000,
     2002a, 2002b, 2007; Garrison and Ward, 2000). This situation is referred to as
     historic path dependence, and can be illustrated by the decision to rely on out-
     dated standards rather than create designs that are tailored to circumstances
     (Hughes, 1989; Wellar, 1975, 2008b). .As a result of earlier choices, municipal
     governments become locked into particular patterns or situations, and it is that
     “lock-in” process that needs to be examined and addressed if new, sustainable
     transport practices are to be effectively and efficiently achieved. (Brown, 2008;
     Garrison and Souleyrette, 1996; Grubler, 1990; Wellar, 2002, 2006, 2007b)

     In regard to the scope of the legacy matter, it includes decisions to build all parts
     and pieces of transportation infrastructure for all modes, including expressways,
     freeways, ramps, roads, bridges, parking lots, parking garages, railways and
     marshalling yards, transit stations, subways, sidewalks, bike paths, rights-of-way,
     etc., for moving people and goods, and the wiring, relay stations, towers, etc., to
     move data. As we noted above, the challenge to the OR/MS communities to
     provide explanations of how the legacies associated with the different modes of
     transport for moving people, cargo, and data affect achieving sustainability is
     very significant, with major implications for success or failure. And, as we also
     note above in the form of a “heads up”, arriving at explanations that are readily
     understood by municipal government officials, the media, and lay people will
     likely be a difficult task, even for the very capable OR/MS communities.

     Finally, to complete this brief legacy issue outline, there is the matter of the lock-
     in process itself that needs to be thoroughly examined and explained from a
     sustainability perspective. Enlightenment is needed here in part to break away
     from old, bad habits, and in part to avoid creating new, bad habits. We suggest
     that a strong dose of thoughtfully derived and carefully explained quantitative




      CORS-INFORMS CONFERENCE 2009                                    Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
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     measures would make a major contribution towards better understanding and
     respecting the lock-in process and its consequences.

     Slide 15. Illustrate How OR/MS Analysis Can Be Popularized, and Made
               More Transparent (More of it “Outside the Box”)

     Comment. As demonstrated by media items (newspapers, TV, radio) from cities
     around the world, there is limited interest in running transportation stories that
     involve details about differential equations, integral calculus, polynomials,
     multivariate analysis, statistical inference, mathematical programming (linear,
     dynamic, quadratic, parametric, etc.), Lagrange multiplier, queuing models,
     stochastic processes, input-output tables, decision analysis, sensitivity analysis,
     and other quantitative procedures that are the daily fare of members of the
     OR/MS communities. As examination of these same media items reveals,
     however, they regularly deal with problems, concerns, and issues that in fact
     involve making OR/MS-type decisions about which road route minimizes time,
     cost or distance of trips, which public transit routes maximize passenger
     loadings, what spacing of subway transit stations best combines revenues from
     passengers with overall system efficiency, which mode of transport gives “the
     best bang for the buck”, which signal light configurations most efficiently move
     pedestrians in downtown cores, and so on.

     The challenge to the OR/MS communities is to figure out how to represent their
     models, methods, and techniques in ways that they are readily understood and
     appreciated by the media, and by ordinary folk. We suggest that the
     commentaries prepared for the Transport Canada project could be a useful
     introduction to the task of explaining complex phenomena in straightforward
     terms. We hasten to add here, however, that it might be instructive for the
     OR/MS communities to first look at the commentaries on such methods and
     techniques as Anatomical Sourcing, Common Sense, Follow the Money, and
     Open House to gain an appreciation of some of the less-than-analytical bases for
     decision making that are present in many local governments.

     And, a further report that could be of value is one that took on the challenge of
     making connections between the field of geography and the media (Wellar,
     2005). Clearly, making the OR/MS-media connection is a more difficult
     assignment, but the design of the geography-media report warrants consideration
     as a possible precedent from which useful lessons can be learned about how to
     popularize OR/MS methods and techniques through the media.




      CORS-INFORMS CONFERENCE 2009                                  Wellar and Garrison
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Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
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     Slide 16. Demonstrate How the OR/MS Approach Can Open the Door to
               Creative, Path-Changing, Innovative Roles for Quantitative
               Analysts in Municipal Government

     Comment. Making recommendations as inputs to decisions about identifying,
     adopting, and implementing sustainable transport practices involves dealing with
     new issues, new problems, new solution sets, new participants in public affairs,
     new constraints, new decision processes, etc., in many municipal governments.
     That being the case, it will likely be necessary for quantitative analysts such as
     those from the OR/MS communities to think in new ways, to do things is new
     ways, to embrace innovative transportation ideas and processes, and to educate
     and encourage politicians, entrepreneurs, and ordinary citizens to do likewise
     (Garrison, 1965:Steger, 1966; Wellar, 1975, 2007b, 2008b).

     In our view, therefore, it is important for the OR/MS communities to demonstrate
     how the OR/MS approach can assist and promote the cause of quantitative
     analysts in municipal governments. Further, we advise that the OR/MS
     communities adopt a creative options style as a means of connecting OR/MS
     ideas with the thinking of municipal government officials and ordinary citizens

     We note in closing this comment that we are aware that work by the OR/MS
     communities has traditionally been oriented towards the needs of the private
     sector, and for federal and state/provincial departments and agencies. However,
     the success of the sustainable transport file depends on the performance of
     many thousands of local governments around the world. As a result, we strongly
     recommend that the OR/MS communities turn much more of their attention to
     those governments, which we believe could greatly benefit from an increased
     OR/MS presence when it comes to making decisions about identifying, adopting,
     and implementing sustainable transport practices.


     5. SUMMARY

     This paper responds to an invitation to discuss the Transport Canada project on
     sustainable transport practices at the 2009 CORS-INFORMS conference. The
     core of the paper is eighteen slides and associated comments, some of which will
     be used for the conference presentation. As noted in section1, we believe that
     these comments may be informative for viewers not in attendance at the
     presentation, and they may also be of assistance to conference attendees who
     wish to raise questions about particular slides or the presentation in general.

     The first eight slides overview the Transport Canada project on sustainable
     transport, and provide a basis for suggesting how the OR/MS communities could
     enrich the process of making decisions to identify, adopt, and implement
     sustainable transport practices.




      CORS-INFORMS CONFERENCE 2009                                 Wellar and Garrison
16
Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
     Management Sciences



     We then propose and discuss four initiatives by the OR/MS communities that
     build directly on the Transport Canada project. The suggestions are as follows.

     •      Examine the Survey Responses for OR/MS Aspects
     •      Modify the Survey Questions to Focus on OR/MS
     •      Add OR/MS Entries to the List of Methods and Techniques
     •      Add Commentaries for Existing or New OR/MS Methods or Techniques

     The next part of the paper draws on lessons learned from the Transport Canada
     project per se, and makes four suggestions that we believe warrant serious
     attention by the OR/MS communities.

     •      Explain Sustainability by Mode in OR/MS Terms
     •      Explain the Legacy Factor in OR/MS Terms across All Modes
     •      Illustrate How OR/MS Analysis Can Be Popularized, and Made More
            Transparent (More of it “Outside the Box”)
     •      Demonstrate How the OR/MS Approach Can Open the Door to Creative,
            Path-Changing, Innovative Roles for Quantitative Analysts in Municipal
            Government

     In our experience it is most useful if proposals about a research agenda are
     combined with substantive suggestions about designing and implementing the
     agenda. We attempt to meet that condition by proposing several elements of a
     research agenda that we believe are of great importance to achieving sustainable
     transport practices. Further, we believe that the initiatives we suggest are not
     only best done by the OR/MS communities, but the involvement of the
     communities in the ways that we suggest will be very beneficial for the
     operations/operational research and management sciences fields.

     We are pleased to post these materials in advance of the conference, and are
     looking forward to receiving feedback. Of particular interest are:

         1) Communications regarding oversights of pertinent, published work,
            including materials by academic, practitioner, and other members of
            the OR/MS communities; and,

         2) Suggested improvements to the proposals about how to enrich the
            OR/MS contributions to decision processes involving sustainable
            transport practices.




      CORS-INFORMS CONFERENCE 2009                                 Wellar and Garrison
17
Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
     Management Sciences



     6. REFERENCES
     Brown, M. 2008. Carbon lock-in: Barriers and enablers of a climate-taking friendly
     future. Anderson Lecture in Applied Geography, Association of American
     Geographers Annual Conference, Boston, MA. http://agsg.binghamton.edu/

     Garrison, W. 1965. Urban transportation models in 1975, Journal of the American
     Institute of Planners, May, 156-158.
     Garrison, W. 2000. Innovation and transportation’s technologies, Journal of
     Advanced Transportation. 34, 31-76.

     Garrison, W. 2002a. Historical transportation development: Transportation
     Planning and Engineering, Encyclopaedia of Life Support Systems (EOLSS).
     Eolss Publishers, Oxford, UK (http://eolss.net).

     Garrison, W. 2002b. Technological changes and transportation development:
     Transportation Planning and Engineering, Encyclopaedia of Life Support
     Systems (EOLSS). Eolss Publishers, Oxford, UK (http://eolss.net).

     Garrison, W. 2007. Increasing the flexibility of legacy systems. Anderson Lecture
     in Applied Geography. Proceedings of the 2007 Anderson Lecture in Applied
     Geography. Editor, B. Wellar. http://agsg.binghamton.edu/ (Anderson Lecture, 9-
     20).

     Garrison, W. and R. Souleyrette. 1996. Transportation innovation and
     development: The companion innovation hypothesis, The Logistics and
     Transportation Review, 32, 5-38.

     Garrison, W. and J. Ward. 2000. Tomorrow’s Transportation. Changing Cities,
     Economics, and Lives. Boston, Artech House.

     Garrison, W. and D. Levinson. 2006. The Transportation Experience. Policy,
     Planning, and Deployment, New York, Oxford University Press.

     Grubler, A.1990. The Rise and Fall of Infrastructures. Dynamics of Evolution and
     Technological Change in Transportation. Heidelberg, Physica-Verlag.

     Hughes, T.1989. American Genesis. A Century of Innovation and Technological
     Enthusiasm. New York, Viking.

     Steger, W. 1966. Transportation output measures: Needs for decision-making.
     Papers, Transportation Research Forum. San Francisco, CA, 49-65.

     Wellar, B. 1975. Taking steps towards the end of the automobile era. Citizen
     Forum, Ottawa Citizen, December 9, page 6. Posted at
     http://agsg.binghamton.edu/ and http://www.transport2000.ca/.


      CORS-INFORMS CONFERENCE 2009                                 Wellar and Garrison
18
Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
     Management Sciences



     Wellar, B. 2002. Walking Security Index Pilot Study. Ottawa: City of Ottawa and
     University of Ottawa.

     Wellar, B. 2005a. Geography and the Media: Strengthening the Relationship.
     Ottawa: Canadian Royal Geographical Society and the Canadian Council on
     Geographic Education. http://www.ccge.ca

     Wellar, B. 2005b. Significant Advances in Applied Geography from Combining
     Curiosity-Driven and Client-Driven Research Methodologies. Anderson Lecture in
     Applied Geography. Association of American Geographers, Denver, CO.
     http://agsg.binghamton.edu/wellar2005.pdf

     Wellar, B, 2006. Sustainable Transport Practices in Canada: Exhortation
     Overwhelms Demonstration. A White Paper on Canada’s progress in achieving
     sustainable transport practices. Ottawa: Transport 2000 Canada.
     www.transport2000.ca

     Wellar, B. 2007a. Geographic Factors as a Core Element of Sustainable
     Transport Best Practices in Metropolitan Regions in Canada. Fleming Lecture,
     Association of American Geographers.
     people.hofstra.edu/geotrans/tgsg/news/fleminglecture.htm

     Wellar, B. 2007b. Sustainable Transport by Design or by Default? Either Way the
     Wasteful Ride is Over. Plenary Presentation, National TravelWise Association
     Annual Conference. Belfast, Northern Ireland. www.transport2000.ca

     Wellar, B. 2008a. Background Comment on Methodologies, Methods, and
     Techniques to Support Decisions to Identify, Adopt, or Implement Sustainable
     Urban Transport Practices. Interim Report 2. http://www.wellarconsulting.com/

     Wellar, B. 2008b. Cutting to the Chase in Designing New Measures of
     Transportation System Performance http://www.transport2000.ca/

     Wellar, B. 2008c. Limitations to the Literature on Methodologies for Identifying
     and Ranking Sustainable Transport Practices in Urban Regions. Interim Report
     5. http://www.wellarconsulting.com/

     Wellar, B. 2008d. Methodologies for Identifying and Ranking Sustainable
     Transport Practices in Urban Regions. Project Synopsis.
     http://www.wellar.ca/wellarconsulting/TCProjectSynopsis.pdf

     Wellar, B. 2008e. Methods and Techniques that Could be Used in Making
     Decisions about Identifying, Adopting, or Implementing Sustainable Transport
     Practices. Research Report 1. http://www.wellarconsulting.com/




      CORS-INFORMS CONFERENCE 2009                                 Wellar and Garrison
19
Enriching Sustainable Transport Decisions: Inputs from Operations Research and the
     Management Sciences



     Wellar, B. 2008f. Results of Search for Prior Studies on Methodologies, Methods,
     and Techniques for Identifying and Ranking Sustainable Transport Practices in
     Urban Regions. Interim Report 4. http://www.wellarconsulting.com/

     Wellar, B. 2009g. Sampler of Commentaries on Methods and Techniques that
     Could be Used in Making Decisions about Identifying, Adopting, or Implementing
     Sustainable Transport Practices. Research Report 3.
     http://www.wellarconsulting.com/

     Wellar, B. 2008h. Survey of Municipal Governments about Methodologies,
     Methods, and Techniques Used to Make Sustainable Transport Decisions.
     Interim Report 3. http://www.wellarconsulting.com/

     Wellar, B. 2009a. Municipal Government Responses to the Survey about
     Methodologies, Methods, and Techniques that Are Used to Make Decisions
     about Sustainable Transport Practices. Interim Report 6.
     http://www.wellarconsulting.com/

     Wellar, B. 2009b. Results of an Inquiry into the Methodologies, Methods, and
     Techniques Used to Make Decisions About Sustainable Transport Practices.
     Final Report. http://www.wellarconsulting.com/


     7. ACKNOWLEDGEMENT
     The assistance of Sam Herold, a graduate student in the Department of
     Geography, University of Ottawa, in formatting the paper is much appreciated,
     and is gratefully acknowledged.




      CORS-INFORMS CONFERENCE 2009                                 Wellar and Garrison
20

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Enriching Sustainable Transport Decisions: Inputs from Operations Research and

  • 1. ENRICHING SUSTAINABLE TRANSPORT DECISIONS: INPUTS FROM OPERATIONS RESEARCH AND THE MANAGEMENT SCIENCES Barry Wellar Emeritus Professor Geography and Environmental Studies University of Ottawa Distinguished Research Fellow Transport 2000 Canada Principal, Wellar Consulting Inc. wellarb@uottawa.ca William Garrison Emeritus Professor Civil and Environmental Engineering University of California at Berkeley garrison@newton.berkeley.edu Invited Paper Session quot;Sustainable Transport Planning and Assessmentquot; 2009 International Conference Canadian Operational Research Society/ Institute for Operations Research and the Management Sciences (CORS/INFORMS) Toronto, June 14-17, 2009
  • 2. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences ENRICHING SUSTAINABLE TRANSPORT DECISIONS: INPUTS FROM OPERATIONS RESEARCH AND THE MANAGEMENT SCIENCES 1. PRESENTATION CONTEXT AND OUTLINE Findings from the 2008-2009 Transport Canada project, Methodologies for Identifying and Ranking Sustainable Transport Practices in Urban Regions (Wellar, 2008d) reveal that the research methodologies, methods, and techniques from a number of disciplines apply to the process of making decisions about sustainable transport practices. Evidence in that regard is provided by: 1) the results of keyword-based literature searches; 2) the responses of municipal governments to a survey on the methodologies, methods, and techniques that are used; and 3), the commentaries of experts on the methods and techniques that could be used. The findings are presented in eleven project reports which can be accessed at: http://www.wellarconsulting.com/. This presentation first outlines the major elements and findings of the Transport Canada project. We then suggest how the Operations Research or Operational Research, and Management Sciences (OR/MS) fields could build on that project to enhance the OR/MS contribution to the body of methods and techniques used by municipal governments in making decisions about identifying, adopting, and implementing sustainable transport (ST) practices. The third part of the presentation introduces several OR/MS-based initiatives that we believe could significantly expand the research agenda that has been initiated by the Transport Canada project. Our emphasis in this regard is on drawing attention to what we perceive to be fundamental needs that arise as a result of the empirical lessons learned from the Transport Canada project. In the next several pages the titles of the PowerPoint slides are listed, followed by the texts, tables, and other graphics that appear on the slides. The presentation is concluded by a section that contains comments on the slides. We believe that these comments may be informative for viewers not in attendance at the presentation, and they may also be of assistance to conference attendees in raising questions about particular slides or the presentation in general. It is noted in closing this section that the title used in the program for the CORS- INFORMS conference is, OR and MS Inputs to Decisions about Sustainable Transport Practices, and the abstract is similarly brief and generic. The emphasis on brevity complies with the instructions from conference organizers to authors. CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 2
  • 3. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences The title that we use here provides more direction and detail about the intention of our presentation, and the content and outline description expands the abstract by adding details about the different topics that are covered in the slides and slide commentaries. 2. LIST OF SLIDES FOR 2009 CORS-INFORMS PRESENTATION Part A. Background to the Transport Canada Project The background is represented by 8 PowerPoint (PPT) slides, which are titled as follows: Slide 1. Transport Project Overview: Synopsis Report Slide 2. Methods and Techniques for Deriving Best Practices Slide 3. Survey of Municipal Governments – Methodology Slide 4. Survey of Municipal Governments – Research Procedures Used for Identifying Practices Slide 5. Survey of Municipal Governments – Decision Procedures Used for Adopting Practices Slide 6. Survey of Municipal Governments – Decision Procedures Used for Implementing Practices Slide 7. Indicative List of Methods and Techniques that Could Be Used in Making Decisions about Sustainable Transport Practices Slide 8. Commentaries on Selected Methods and Techniques Part B. Building on the Transport Canada Project Four slides contain suggestions on how the OR/MS fields could build directly on the Transport Canada project. Slide 9. Examine the Survey Responses for OR/MS Aspects Slide 10. Modify the Survey Questions to Focus on OR/MS Slide 11. Add OR/MS Entries to the List of Methods and Techniques Slide 12. Add Commentaries for Existing or New OR/MS Methods or Techniques Part C. Suggested Initiatives for Extending OR/MS Research Involving Sustainable Transport Decisions and Practices At the time of this writing four very important initiatives seem particularly appropriate for discussion at the 2009 CORS-INFORMS conference. However, and for the reasons given in Part C in the next section where we elaborate the initiatives, we are compelled to forewarn the viewer that each of suggestions could be as difficult to achieve as it is important. CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 3
  • 4. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences As a result, the suggestions should not be taken at face value or treated casually, but should be subjected to careful consideration. Slide 13. Explain Sustainability by Mode in OR/MS Terms Slide 14. Explain the Legacy Factor in OR/MS Terms across All Modes Slide 15. Illustrate How OR/MS Analysis Can Be Popularized, and Made More Transparent (More of it “Outside the Box”) Slide 16. Demonstrate How the OR/MS Approach Can Open the Door to Creative, Path-Changing, Innovative Roles for Quantitative Analysts in Municipal Government. 3. CONTENT OF SLIDES FOR 2009 CORS-INFORMS PRESENTATION (Note: Links are included to assist readers who wish to examine the Transport Canada project report associated with the content of the respective slides.) Part A. Background to the Transport Canada Project 1. Transport Project Overview: Synopsis Report www.wellar.ca/wellarconsulting/TCProjectSynopsis.pdf Project Understanding Key Issues Approach and Methodology 2. Methods and Techniques for Deriving Best Practices www.wellar.ca/wellarconsulting/TC Project Research Report 1.pdf Methods and Techniques that: Are Used Could Be Used Should Be Used CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 4
  • 5. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences 3. Survey of Municipal Governments – Methodology www.wellar.ca/wellarconsulting/TC Project Research Report 1.pdf Table 1. Preliminary Selection of Values, Principles, and Assumptions that Could Be Used in a Philosophical Framework to Guide Research on How to Identify, Adopt or Implement Sustainable Urban Transport Practices 4. Survey of Municipal Governments – Research Procedures Used for Identifying Practices www.wellar.ca/wellarconsulting/TC Project_IR6_Revised_Final.pdf What research procedures are used to identify sustainable urban transport practices? 5. Survey of Municipal Governments – Decision Procedures Used for Adopting Practices www.wellar.ca/wellarconsulting/TC Project_IR6_Revised_Final.pdf What decision procedures are used to choose between sustainable urban transport practices to adopt and sustainable urban transport practices to not adopt? 6. Survey of Municipal Governments – Decision Procedures Used for Implementing Practices www.wellar.ca/wellarconsulting/TC Project_IR6_Revised_Final.pdf What decision procedures are used to choose between sustainable urban transport practices to implement and sustainable urban transport practices to not implement? CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 5
  • 6. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences 7. Indicative List of Methods and Techniques that Could Be Used in Making Decisions About Sustainable Transport Practices www.wellar.ca/wellarconsulting/TC Project Research Report 2.pdf Table 1. Initial Selection of Methods and Techniques that Could Be Used in Making Decisions about Identifying, Adopting, and Implementing Sustainable Transport Practices 1. Anatomical Sourcing 22. Life-Cycle Analysis 2. Attitudinal Surveys 23. Modelling 3. Authority 24. Normative Delphi 4. Brainstorming 25. NIMBY Strategy 5. Charrette 26. Open House 6. Committee Approach 27. Opinion Polls 7. Common Sense 28. Optimization 8. Comparative Analysis 29. Panel Evaluation 9. Copycat/Follow the Leader 30. Pilot Study 10. Cost-Benefit Analysis 31. Policy Delphi 11. Cost-Effectiveness Analysis 32. Pre-Test 12. Counterfoil Research 33. Referenda 13. Cross-Impact Analysis 34. Roundtables 14. Econometric Analysis 35. Scaling 15. Focus Groups 36. Simulation 16. Follow the Money 37. Squeaky Wheel 17. Forecasting Delphi 38. Surveys 18. Highest and Best Use 39. Trial Run 19. Impact Assessment 40. Walking Security Index 20. Indicators 41. Workshops 21. Indexing 42. YIMBY Strategy CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 6
  • 7. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences 8. Commentaries on Selected Methods and Techniques www.wellar.ca/wellarconsulting/TC Project Research Report 3.pdf Table 2. Commentaries on Selected Methods and Techniques that Could Be Used in Making Decisions about Identifying, Adopting, and Implementing Sustainable Transport Practices, and Names of Commentators Name of Method or Technique Commentator 1. Anatomical Sourcing Barry Wellar 2. Benefit-Cost Analysis Barry Wellar Cost-Benefit Analysis 3. Common Sense Barry Wellar 4. Counterfoil Research Barry Wellar 5. Cross-Impact Analysis Victor Bañuls 6. Delphi Trend Forecasting Murray Turoff 7. Dynamic Delphi Connie White 8. Follow the Money Barry Wellar 9. Forecasting Delphi Murray Turoff 10. Impact Assessment (1) William Garrison 11. Impact Assessment (2) Barry Wellar 12. Indexing Barry Wellar 13. Life-Cycle Analysis Barry Wellar 14. Multi-Criteria Decision Making Anjali Awasthi 15. Normative Delphi Barry Wellar 16. Open House Barry Wellar 17. Policy Delphi Murray Turoff 18. Surveys Jean Andrey 19. Walking Security Index Barry Wellar Part B. Building on the Transport Canada Project 9. Examine the Survey Responses for OR/MS Aspects www.wellar.ca/wellarconsulting/TC Project_IR6_Revised_Final.pdf Responses may: a) be prepared by people trained in OR/MS; b) represent an OR/MS culture in a municipal government; or c), “inadvertently” reflect OR/MS methodologies, methods, and techniques. The survey offers a starting point for ascertaining the status of OR/MS in municipal governments. CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 7
  • 8. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences 10. Modify the Survey Questions to Focus on OR/MS www.wellar.ca/wellarconsulting/TC Project Interim Report 3.pdf What OR/MS procedures are used to identify sustainable urban transport practices? What OR/MS procedures are used to choose between sustainable urban transport practices to adopt and sustainable urban transport practices to not adopt? What OR/MS procedures are used to choose between sustainable urban transport practices to implement and sustainable urban transport practices to not implement? 11. Add OR/MS Entries to the List of Methods and Techniques www.wellar.ca/wellarconsulting/TC Project Research Report 2.pdf The current selection of Ms and Ts includes some OR/MS entries. There is need for more entries from the OR/MS communities. 12. Add Commentaries for Existing or New OR/MS Methods or Techniques www.wellar.ca/wellarconsulting/TC Project Research Report 3.pdf The experiment of providing two-page, plain-language, self-contained commentaries on research methods or techniques that could be used in making decisions about non-trivial sustainable transport practices was positively received. Additional contributions from the OR/MS communities will enrich the discourse. Part C. Suggestions for Extending OR/MS Research Involving Sustainable Transport Decisions and Practices For this part of the paper, we draw on experience in both curiosity-driven research and client-driven research (Wellar, 2005b) in proposing the selected initiatives. Before doing so, however, it is necessary that we preface our CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 8
  • 9. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences suggestions with a caveat. This way, the viewer is disabused from the outset of any notion that what we have in mind for the OR/MS communities will be easy. In brief, the concept of sustainability has considerable popular appeal, and is widely accepted in principle (Wellar, 2006). Unfortunately, the evidence from extensive literature searches (Wellar, 2006, 2008c, 2008f), and from an initial survey of municipal governments (Wellar, 2008h, 2009a, 2009b), appears to demonstrate that much of the attraction and acceptance of the idea of sustainability is of a visceral nature. That is, relatively little analytical thought and vigorous effort has gone into rigorously critiquing the concept of sustainability, and ensuring that we are not looking through rose-coloured glasses when it comes to the matter of achieving sustainable transport practices. In offering the following suggestions, therefore, we also emphasize that each of them is at the upper end of the degree of difficulty scale, and will involve considerable amounts of mental heavy lifting, and persistence, to move them forward in the public policy arena. 13. Explain Sustainability by Mode in OR/MS Terms This initiative represents a large opportunity for the OR/MS communities to make a major contribution to enriching sustainable transport decisions through quantitative work that: 1) Encompasses all modes and systems of transport for moving people, freight, and data. 2) Provides a substantive basis for ranking sustainable transport practices from worst to best. 14. Explain the Legacy Factor in OR/MS Terms Across All Modes Current transport systems and components are an imprint of decisions of the past, and this legacy is locked in by historic path dependence. For each transport mode, the legacy lock needs to be examined and explained in the quantitative ways of OR and MS in order for municipal governments to make enlightened sustainable transport decisions. CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 9
  • 10. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences 15. Illustrate How OR/MS Analysis Can Be Popularized, and Made More Transparent (More of it “Outside the Box”) Transportation issues are daily topics in the popular media such as newspapers, television, and radio. A challenge to the academic and practitioner OR/MS communities is to express OR/MS analyses in ways that are suitable for use in the popular media, and are readily understandable by ordinary folk. 16. Demonstrate How OR/MS Can Open the Door to More Creative, Path-Changing, and Innovative Roles for Quantitative Analysts in Municipal Government The tasks of identifying, adopting, and implementing sustainable transport practices all require new ways of thinking about the problem and its solution set. In our experience many local governments are hungry for suggestions from the academic and practitioner OR/MS communities that substantively and imaginatively contribute to this discourse. A creative options style is recommended. 4. COMMENTS POWERPOINT SLIDES ON THE Our objective is to make the report behind the 2009 CORS-INFORMS presentation as self-contained as skills, time, and resources permit. As a result, brief comments on the slides are included to explain positions taken, provide pointers to guide proposed research activities by the OR/MS communities, and/or attempt to address potential questions about particular slides or the presentation in general. Part A. Background to the Transport Canada Project Slide 1. Transport Project Overview: Synopsis Report Comment: The core elements of the contract for the Transport Canada project are summarized in the synopsis report (Wellar, 2008d). The synopsis is required reading for those who wish to fully understand the project’s research design, connections between research reports, and project findings. CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 10
  • 11. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences Slide 2. Methods and Techniques for Deriving Best Practices Comment. The validity of claims about purported “best practices” is directly affected by the bases upon which the claims are made. As a result, it is imperative that the bases upon which claims of “best practices” rely are critically evaluated before accepting or rejecting such claims. As suggested by the Transport Canada project, the importance of documenting and understanding the how -- methods and techniques – of deriving the practices cannot be over- emphasized (Wellar, 2008g). Slide 3. Survey of Municipal Governments – Methodology Comment. The term “methodology” frequently appears in municipal government documents, but seldom is it defined functionally and structurally. This part of the survey is designed to ascertain whether and how methodologies are explicitly part of the bases for deriving sustainable transport practices in general, and purported best practices in particular. Of paramount interest are values, principles, assumptions, and other methodological parameters (Wellar, 2008h). Slide 4. Survey of Municipal Governments – Research Procedures Used for Identifying Practices Comment. In the interests of avoiding bias or otherwise influencing responses, the term “research procedures” was used in the survey as the way of ascertaining the research methods, research techniques, research operations, inquiring instruments, inquiring procedures, or whatever other means are used by municipal governments to identify sustainable transport practices. The central point of this question is that sustainable transport practices do not magically emerge from the ether, they are derived, and this part of the survey seeks information on how that derivation process works. Slide 5. Survey of Municipal Governments – Decision Procedures Used for Adopting Practices Comment. There is a body of logic, reasoning, experience, etc., that comprises or represents the procedures used by municipal governments in their decisions to adopt or not adopt a sustainable transport practice they have identified. This part of the survey asks them to provide information as to what those procedures are, that is, to report on the lines of thinking or reasoning that lead to decisions to adopt or not adopt a practice. Slide 6. Survey of Municipal Governments – Decision Procedures Used for Implementing Practices Comment. Similarly, there is a body of logic, experience, etc., that comprises or represents the procedures used by municipal governments in their decisions to CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 11
  • 12. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences implement or not implement a sustainable transport practice that has been adopted. This part of the survey asks them to provide information as to what those procedures are, that is, to report on the lines of thinking or reasoning that lead to decisions to implement or not implement a practice. Slide 7. Indicative List of Methods and Techniques that Could Be Used in Making Decisions about ST Practices Comment. Appreciation and evaluation of the methods and techniques that are used depends in part upon the number and types of methods and techniques that could be used. The array in Table 1 provides an indication of the potential body of methods and techniques that could be used, and serves as an informal context for examining responses to the survey. Slide 8. Commentaries on Selected Methods and Techniques Comment. There are likely 80 to 100 or more methods and techniques that could be used in making decisions about sustainable transport practices. These commentaries provide an illustration of how the methods and techniques can be described in lay terms, and provide a basis for further contributions. Part B. Building on the Transport Canada Project Slide 9. Examine the Survey Responses for OR/MS Aspects Comment. It could informative for the OR/MS communities (academic, practitioner) to review the survey responses for opportunities to learn about the state of OR/MS use in municipal governments. Further, the responses might suggest municipal governments that could make better use of OR/MS research procedures and decision procedures during the processes of identifying, adopting, and implementing sustainable transport practices. Slide 10. Modify the Survey Questions to Focus on OR/MS Comment. The initial survey was of a general, open-ended nature. A follow-on survey that focuses on OR/MS methodologies, methods, and techniques could be a very productive way to learn more about the status of and future prospects for municipal governments’ use of quantitative procedures in identifying, adopting, or implementing sustainable transport practices, and then monitoring and evaluating the associated decisions and outcomes. A contribution of particular value would be to support and advance earlier work on revising and improving the measures of transportation system performance (Garrison, 1965; 2007; Garrison and Levinson, 2006: Steger, 1966; Wellar, 2007a, 2008b). CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 12
  • 13. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences Slide 11. Add OR/MS Entries to the List of Methods and Techniques Comment. Research Report 1 (Wellar, 2008e) lists 32 disciplines and academic programs that have acquired reputations for contributing methods and techniques to the process of making decisions about identifying, adopting, and implementing sustainable transport practices. It is likely that researchers in some of those disciplines and programs, as well as in disciplines and programs not cited, will increase the representation of their disciplines beyond the methods and techniques shown in the list prepared for the Transport Canada project. In the work done for the Transport Canada project, the OR/MS fields did not surface as a force in the sustainable transport practice department. In the event of an unfair determination, it is requested/recommended that the OR/MS communities make a special effort of correcting the oversight by comprehensively informing municipal governments of their disciplines’ offerings. Slide 12. Add Commentaries for Existing or New OR/MS Methods or Techniques Comment. Post-project requests have been received from politicians, professional staff, university students, ordinary citizens, and journalists for similar commentaries on more methods and techniques. The Transport Canada project appears to provide a good model for OR/MS researchers, and seems to have created an audience for this kind of communication. No doubt additional commentaries from the OR/MS communities would be received with great interest by anyone wishing to learn more about how OR/MS methods and techniques could be used to enrich sustainable transport decision processes and outcomes. Part C. Suggestions for Extending OR/MS Research Involving Sustainable Transport Decisions and Practices Slide 13. Explain Sustainability by Mode in OR/MS Terms Comment. The term “sustainability” is widely used in the learned, popular, government, interest group, and other literatures, and on January 29, 2009 when the term was “Googled” it recorded 30,600,000 results or hits. It comes as no surprise, therefore, that discussions with other researchers, as well as extensive, keyword-based search engine literature searches (Wellar, 2008c), reveal that the concept of sustainable transport is a sustainability element that has received considerable attention. However, and this is where OR/MS communities need to come to the forefront, few of those discussions and search results involve materials that measure sustainability in a quantitative way, or explain how to do so in a rigorous manner. CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 13
  • 14. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences As a result, sustainability is still very much a concept that remains to be elaborated in (numerically) operational terms across all modes of transport for moving people, freight, and data. In our view, this measurement challenge is one that calls for a leading role by the OR/MS communities in two ways: 1) Specifying the quantitative methods and techniques most appropriate for the task. 2) Directing and/or undertaking the necessary empirical analyses. Slide 14. Explain the Legacy Factor in OR/MS Terms across All Modes Comment. It appears fair to say that municipal government officials and the public at large could benefit from an increased understanding that current transport systems are the imprint of past decisions, and that future transport systems will be the imprint of present-day decisions (Garrison, 1965, 2000, 2002a, 2002b, 2007; Garrison and Ward, 2000). This situation is referred to as historic path dependence, and can be illustrated by the decision to rely on out- dated standards rather than create designs that are tailored to circumstances (Hughes, 1989; Wellar, 1975, 2008b). .As a result of earlier choices, municipal governments become locked into particular patterns or situations, and it is that “lock-in” process that needs to be examined and addressed if new, sustainable transport practices are to be effectively and efficiently achieved. (Brown, 2008; Garrison and Souleyrette, 1996; Grubler, 1990; Wellar, 2002, 2006, 2007b) In regard to the scope of the legacy matter, it includes decisions to build all parts and pieces of transportation infrastructure for all modes, including expressways, freeways, ramps, roads, bridges, parking lots, parking garages, railways and marshalling yards, transit stations, subways, sidewalks, bike paths, rights-of-way, etc., for moving people and goods, and the wiring, relay stations, towers, etc., to move data. As we noted above, the challenge to the OR/MS communities to provide explanations of how the legacies associated with the different modes of transport for moving people, cargo, and data affect achieving sustainability is very significant, with major implications for success or failure. And, as we also note above in the form of a “heads up”, arriving at explanations that are readily understood by municipal government officials, the media, and lay people will likely be a difficult task, even for the very capable OR/MS communities. Finally, to complete this brief legacy issue outline, there is the matter of the lock- in process itself that needs to be thoroughly examined and explained from a sustainability perspective. Enlightenment is needed here in part to break away from old, bad habits, and in part to avoid creating new, bad habits. We suggest that a strong dose of thoughtfully derived and carefully explained quantitative CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 14
  • 15. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences measures would make a major contribution towards better understanding and respecting the lock-in process and its consequences. Slide 15. Illustrate How OR/MS Analysis Can Be Popularized, and Made More Transparent (More of it “Outside the Box”) Comment. As demonstrated by media items (newspapers, TV, radio) from cities around the world, there is limited interest in running transportation stories that involve details about differential equations, integral calculus, polynomials, multivariate analysis, statistical inference, mathematical programming (linear, dynamic, quadratic, parametric, etc.), Lagrange multiplier, queuing models, stochastic processes, input-output tables, decision analysis, sensitivity analysis, and other quantitative procedures that are the daily fare of members of the OR/MS communities. As examination of these same media items reveals, however, they regularly deal with problems, concerns, and issues that in fact involve making OR/MS-type decisions about which road route minimizes time, cost or distance of trips, which public transit routes maximize passenger loadings, what spacing of subway transit stations best combines revenues from passengers with overall system efficiency, which mode of transport gives “the best bang for the buck”, which signal light configurations most efficiently move pedestrians in downtown cores, and so on. The challenge to the OR/MS communities is to figure out how to represent their models, methods, and techniques in ways that they are readily understood and appreciated by the media, and by ordinary folk. We suggest that the commentaries prepared for the Transport Canada project could be a useful introduction to the task of explaining complex phenomena in straightforward terms. We hasten to add here, however, that it might be instructive for the OR/MS communities to first look at the commentaries on such methods and techniques as Anatomical Sourcing, Common Sense, Follow the Money, and Open House to gain an appreciation of some of the less-than-analytical bases for decision making that are present in many local governments. And, a further report that could be of value is one that took on the challenge of making connections between the field of geography and the media (Wellar, 2005). Clearly, making the OR/MS-media connection is a more difficult assignment, but the design of the geography-media report warrants consideration as a possible precedent from which useful lessons can be learned about how to popularize OR/MS methods and techniques through the media. CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 15
  • 16. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences Slide 16. Demonstrate How the OR/MS Approach Can Open the Door to Creative, Path-Changing, Innovative Roles for Quantitative Analysts in Municipal Government Comment. Making recommendations as inputs to decisions about identifying, adopting, and implementing sustainable transport practices involves dealing with new issues, new problems, new solution sets, new participants in public affairs, new constraints, new decision processes, etc., in many municipal governments. That being the case, it will likely be necessary for quantitative analysts such as those from the OR/MS communities to think in new ways, to do things is new ways, to embrace innovative transportation ideas and processes, and to educate and encourage politicians, entrepreneurs, and ordinary citizens to do likewise (Garrison, 1965:Steger, 1966; Wellar, 1975, 2007b, 2008b). In our view, therefore, it is important for the OR/MS communities to demonstrate how the OR/MS approach can assist and promote the cause of quantitative analysts in municipal governments. Further, we advise that the OR/MS communities adopt a creative options style as a means of connecting OR/MS ideas with the thinking of municipal government officials and ordinary citizens We note in closing this comment that we are aware that work by the OR/MS communities has traditionally been oriented towards the needs of the private sector, and for federal and state/provincial departments and agencies. However, the success of the sustainable transport file depends on the performance of many thousands of local governments around the world. As a result, we strongly recommend that the OR/MS communities turn much more of their attention to those governments, which we believe could greatly benefit from an increased OR/MS presence when it comes to making decisions about identifying, adopting, and implementing sustainable transport practices. 5. SUMMARY This paper responds to an invitation to discuss the Transport Canada project on sustainable transport practices at the 2009 CORS-INFORMS conference. The core of the paper is eighteen slides and associated comments, some of which will be used for the conference presentation. As noted in section1, we believe that these comments may be informative for viewers not in attendance at the presentation, and they may also be of assistance to conference attendees who wish to raise questions about particular slides or the presentation in general. The first eight slides overview the Transport Canada project on sustainable transport, and provide a basis for suggesting how the OR/MS communities could enrich the process of making decisions to identify, adopt, and implement sustainable transport practices. CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 16
  • 17. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences We then propose and discuss four initiatives by the OR/MS communities that build directly on the Transport Canada project. The suggestions are as follows. • Examine the Survey Responses for OR/MS Aspects • Modify the Survey Questions to Focus on OR/MS • Add OR/MS Entries to the List of Methods and Techniques • Add Commentaries for Existing or New OR/MS Methods or Techniques The next part of the paper draws on lessons learned from the Transport Canada project per se, and makes four suggestions that we believe warrant serious attention by the OR/MS communities. • Explain Sustainability by Mode in OR/MS Terms • Explain the Legacy Factor in OR/MS Terms across All Modes • Illustrate How OR/MS Analysis Can Be Popularized, and Made More Transparent (More of it “Outside the Box”) • Demonstrate How the OR/MS Approach Can Open the Door to Creative, Path-Changing, Innovative Roles for Quantitative Analysts in Municipal Government In our experience it is most useful if proposals about a research agenda are combined with substantive suggestions about designing and implementing the agenda. We attempt to meet that condition by proposing several elements of a research agenda that we believe are of great importance to achieving sustainable transport practices. Further, we believe that the initiatives we suggest are not only best done by the OR/MS communities, but the involvement of the communities in the ways that we suggest will be very beneficial for the operations/operational research and management sciences fields. We are pleased to post these materials in advance of the conference, and are looking forward to receiving feedback. Of particular interest are: 1) Communications regarding oversights of pertinent, published work, including materials by academic, practitioner, and other members of the OR/MS communities; and, 2) Suggested improvements to the proposals about how to enrich the OR/MS contributions to decision processes involving sustainable transport practices. CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 17
  • 18. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences 6. REFERENCES Brown, M. 2008. Carbon lock-in: Barriers and enablers of a climate-taking friendly future. Anderson Lecture in Applied Geography, Association of American Geographers Annual Conference, Boston, MA. http://agsg.binghamton.edu/ Garrison, W. 1965. Urban transportation models in 1975, Journal of the American Institute of Planners, May, 156-158. Garrison, W. 2000. Innovation and transportation’s technologies, Journal of Advanced Transportation. 34, 31-76. Garrison, W. 2002a. Historical transportation development: Transportation Planning and Engineering, Encyclopaedia of Life Support Systems (EOLSS). Eolss Publishers, Oxford, UK (http://eolss.net). Garrison, W. 2002b. Technological changes and transportation development: Transportation Planning and Engineering, Encyclopaedia of Life Support Systems (EOLSS). Eolss Publishers, Oxford, UK (http://eolss.net). Garrison, W. 2007. Increasing the flexibility of legacy systems. Anderson Lecture in Applied Geography. Proceedings of the 2007 Anderson Lecture in Applied Geography. Editor, B. Wellar. http://agsg.binghamton.edu/ (Anderson Lecture, 9- 20). Garrison, W. and R. Souleyrette. 1996. Transportation innovation and development: The companion innovation hypothesis, The Logistics and Transportation Review, 32, 5-38. Garrison, W. and J. Ward. 2000. Tomorrow’s Transportation. Changing Cities, Economics, and Lives. Boston, Artech House. Garrison, W. and D. Levinson. 2006. The Transportation Experience. Policy, Planning, and Deployment, New York, Oxford University Press. Grubler, A.1990. The Rise and Fall of Infrastructures. Dynamics of Evolution and Technological Change in Transportation. Heidelberg, Physica-Verlag. Hughes, T.1989. American Genesis. A Century of Innovation and Technological Enthusiasm. New York, Viking. Steger, W. 1966. Transportation output measures: Needs for decision-making. Papers, Transportation Research Forum. San Francisco, CA, 49-65. Wellar, B. 1975. Taking steps towards the end of the automobile era. Citizen Forum, Ottawa Citizen, December 9, page 6. Posted at http://agsg.binghamton.edu/ and http://www.transport2000.ca/. CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 18
  • 19. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences Wellar, B. 2002. Walking Security Index Pilot Study. Ottawa: City of Ottawa and University of Ottawa. Wellar, B. 2005a. Geography and the Media: Strengthening the Relationship. Ottawa: Canadian Royal Geographical Society and the Canadian Council on Geographic Education. http://www.ccge.ca Wellar, B. 2005b. Significant Advances in Applied Geography from Combining Curiosity-Driven and Client-Driven Research Methodologies. Anderson Lecture in Applied Geography. Association of American Geographers, Denver, CO. http://agsg.binghamton.edu/wellar2005.pdf Wellar, B, 2006. Sustainable Transport Practices in Canada: Exhortation Overwhelms Demonstration. A White Paper on Canada’s progress in achieving sustainable transport practices. Ottawa: Transport 2000 Canada. www.transport2000.ca Wellar, B. 2007a. Geographic Factors as a Core Element of Sustainable Transport Best Practices in Metropolitan Regions in Canada. Fleming Lecture, Association of American Geographers. people.hofstra.edu/geotrans/tgsg/news/fleminglecture.htm Wellar, B. 2007b. Sustainable Transport by Design or by Default? Either Way the Wasteful Ride is Over. Plenary Presentation, National TravelWise Association Annual Conference. Belfast, Northern Ireland. www.transport2000.ca Wellar, B. 2008a. Background Comment on Methodologies, Methods, and Techniques to Support Decisions to Identify, Adopt, or Implement Sustainable Urban Transport Practices. Interim Report 2. http://www.wellarconsulting.com/ Wellar, B. 2008b. Cutting to the Chase in Designing New Measures of Transportation System Performance http://www.transport2000.ca/ Wellar, B. 2008c. Limitations to the Literature on Methodologies for Identifying and Ranking Sustainable Transport Practices in Urban Regions. Interim Report 5. http://www.wellarconsulting.com/ Wellar, B. 2008d. Methodologies for Identifying and Ranking Sustainable Transport Practices in Urban Regions. Project Synopsis. http://www.wellar.ca/wellarconsulting/TCProjectSynopsis.pdf Wellar, B. 2008e. Methods and Techniques that Could be Used in Making Decisions about Identifying, Adopting, or Implementing Sustainable Transport Practices. Research Report 1. http://www.wellarconsulting.com/ CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 19
  • 20. Enriching Sustainable Transport Decisions: Inputs from Operations Research and the Management Sciences Wellar, B. 2008f. Results of Search for Prior Studies on Methodologies, Methods, and Techniques for Identifying and Ranking Sustainable Transport Practices in Urban Regions. Interim Report 4. http://www.wellarconsulting.com/ Wellar, B. 2009g. Sampler of Commentaries on Methods and Techniques that Could be Used in Making Decisions about Identifying, Adopting, or Implementing Sustainable Transport Practices. Research Report 3. http://www.wellarconsulting.com/ Wellar, B. 2008h. Survey of Municipal Governments about Methodologies, Methods, and Techniques Used to Make Sustainable Transport Decisions. Interim Report 3. http://www.wellarconsulting.com/ Wellar, B. 2009a. Municipal Government Responses to the Survey about Methodologies, Methods, and Techniques that Are Used to Make Decisions about Sustainable Transport Practices. Interim Report 6. http://www.wellarconsulting.com/ Wellar, B. 2009b. Results of an Inquiry into the Methodologies, Methods, and Techniques Used to Make Decisions About Sustainable Transport Practices. Final Report. http://www.wellarconsulting.com/ 7. ACKNOWLEDGEMENT The assistance of Sam Herold, a graduate student in the Department of Geography, University of Ottawa, in formatting the paper is much appreciated, and is gratefully acknowledged. CORS-INFORMS CONFERENCE 2009 Wellar and Garrison 20