1. ILUTE Toronto Activity Panel Survey: Demonstrating the Benefits of a Multiple Instrument Panel Survey Matthew J. Roorda UNIVERSITY OF TORONTO

2. ILUTE Can we ever obtain the data we would like to have? ACTIVITY ATTRIBUTES OF INTEREST: Type, purpose, meaning, utility, project, participants, time, duration, location, tools SCHEDULING ATTRIBUTES OF INTEREST: When was activity first conceived? Scheduled for the 1 st time? Original aim? Was the aim achieved? Could other activities have replaced it? Activity priority? Activity Flexibility in time and space? Cost of dropping or changing an activity etc… (Axhausen, 1998)

3. ILUTE Can we ever obtain the data we would like to have? AXHAUSEN’S CONCLUSIONS: We will never obtain all the data we need from one person We need to distribute the data needs across multiple persons using multiple survey instruments OUR REPONSE: Toronto Area Panel Survey 3-wave, multi-instrument panel survey

4. ILUTE Overview of the Panel Survey 3 Waves – households contacted once a year 271 households Multiple household members participate Study Area: City of Toronto, Urban York Region, Mississauga A panel survey is being conducted simultaneously in Quebec City Core Survey Data – 2 day activity diary Additional data collected for each wave

5. ILUTE Multiple Instrument Design ALL WAVES 2–day detailed activity diary WAVE 1 Detailed Scheduling Info, 7 days WAVE 2 Stated Preference Scheduling Conflicts CORE SURVEY DATA WAVE 3 GPS route tracking ADDITIONAL SURVEY DATA

6. ILUTE Wave 1 – CHASE Chase Scheduling Diary Interview Household Household keeps schedules on laptop for 7 days Follow-up Interview Retrieve data from laptop

7. ILUTE Wave 1 – CHASE Additional Survey Data 7-days activity schedule with activity description, time, duration, location, mode, participants, Planning process for all activities (when planned, modified, deleted) Revealed information on how scheduling conflicts handled Flexibility of activities in time, space, mode, participants

8. ILUTE Wave 2 – Stated Adaptation Survey Participants keep a 2 day “memory jogger” diary Activity diary is retrieved by telephone ONE out-of-home activity chosen randomly from the person’s diary. Stated Adaptation questions are asked about that activity. Set of TWO consecutive activities is chosen randomly. Stated Adaptation questions asked to to try to assess activity priority. Purpose – understand conflict resolution strategies

9. ILUTE Wave 2 – Stated Adaptation Survey Example Questions: “What would have happened if you had a 1 hour delay in getting to this activity?” “What would you have done if the car mode was not available to get to that activity?” “Imagine that work was going to take longer than you planned. This would have caused you to be 1 hour late for your dinner engagement. What would you have done?”

10. ILUTE Wave 3 – GPS Tracking? Survey not yet designed Possibly a GPS unit with a hand-held scheduling device

11. ILUTE Benefits of Using a Multi-Instrument Panel Obtain benefits of a multi-wave panel (core data collected in each year is consistent) –long vs short term dynamics of scheduling behaviour –Assess behaviour changes in response to other changes in the household Benefits of Multi-Instrument -assess instrument bias (core data collected in different ways) -Many more additional data elements -Survey more interesting for respondents (lower rates of attrition)

12. ILUTE An Example Person – Wave 1 Home Sleep Breakfast Home Cleaning Meal TV Wash/dress Sleep Work Shop Home Sleep Breakfast Home Cleaning Meal TV Wash/dress Sleep Work Bank Post Office Get Newspaper 6:00am 3:30pm 4:30pm 6:00am 3:00pm 3:45pm 4:15pm 5:15pm Thursday Friday

13. ILUTE The Same Person – Wave 2 Home Sleep Breakfast Ready for work Home Play with kids Prepare dinner Eat dinner Work 5:50 Thursday Friday Home Kids to bed Sleep Coffee Work Loc’n 2 Work Shop Drop off wife Visit Friend Pickup wife 10:30 10:50 13:30 14:30 15:00 18:15 18:25 21:30 21:40 Home Sleep Ready for work Home Clean house Prepare dinner Eat dinner Work 5:40 Home Kids homework Coffee Work Loc’n 2 Work Shop 9:10 9:30 14:08 15:00 15:50 18:15 Drop off wife Pickup wife 18:25 Home Kids to bed Sleep 21:45 22:00

14. ILUTE Core Survey Data Comparison Data ElementWave 1Wave 2 (1 st 24) Avg Activities/Day – weekday13.7013.14 Avg Activities/Day – weekend13.1212.32 Avg Trips/Day – weekday4.444.91 Avg Trips/Day – weekend3.512.82 % Trips by Transit - weekday12.9%5.6% % Trips by Transit – weekend4.4%0% Lots of other comparative statistics can be generated…

15. ILUTE Other Ideas for Analysis Comparison of the Core 2-day Survey Further explore habitual behaviour –Are preplanned activities more habitual than spontaneous activities? –Which elements of a schedule are consistent from year to year? Departure time for the 1 st activity? Assessment of survey instruments –Assess whether differences in waves be attributed to survey instrument? Or are there real shifts in behaviour over time?

16. ILUTE Ideas for Analysis Exploiting the Additional Data from Each Wave –Can we summarize the planning behaviour from Wave 1 into some person attributes that can be used to better explain executed schedules in Wave2? (e.g. Organized person vs scatterbrain?) –Revealed (Wave 1) vs hypothetical (Wave 2) scheduling strategies. Are they consistent? –Build scheduling rules for modelling