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Article

Accessibility Indicators for the Geographical Assessment of Transport Planning in a Latin American Metropolitan Area

by
Marcela Martínez
1,
Carolina Rojas
2,*,
Ana Condeço-Melhorado
3 and
Juan Antonio Carrasco
4
1
Centro de Desarrollo Sustentable CEDEUS, Universidad Autónoma de Barcelona, Campus de la UAB, Plaça Cívica, 08193 Barcelona, Spain
2
Instituto de Estudios Urbanos y Territorial y Centro de Desarrollo Urbano Sustentable CEDEUS, Pontificia Universidad Católica de Chile, Providencia 7500000, Chile
3
Departamento de Geografía, Universidad Complutense de Madrid, 28040 Madrid, Spain
4
Centro de Desarrollo Sustentable CEDEUS, Facultad de Ingeniería, Universidad de Concepción, Concepción 4070409, Chile
*
Author to whom correspondence should be addressed.
Submission received: 11 July 2021 / Revised: 24 August 2021 / Accepted: 29 August 2021 / Published: 2 September 2021

Abstract

:
Accessibility represents a key element in strengthening developed regions in terms of investment in transportation infrastructure. Accessibility is also an equity indicator to measure the ease with which a specific location achieves desired outcomes as well as the spillover effect; traditionally, these effects have been analyzed with econometric and engineering techniques, rather than from the perspective of geographical studies. The purpose of this research is to measure the spillover effects and the territorial cohesion of Infrastructure Regional Planning (PRI) for the Latin American metropolitan area of Concepción (MAC), Chile. To meet this purpose, locational and network efficiency indicators of spatial accessibility were calculated using network analysis in GIS. The results showed that the improvements differ according to the accessibility indicator employed; however, they generally showed benefits in consolidated urban centers and corridors near investment and industrial areas. In contrast, more distant and rural areas presented limited and irregular benefits.

1. Introduction

Accessibility plays a fundamental role in the planning of transport infrastructure for the regional development and sustainability of a territory. Transportation networks are a crucial component of accessibility since they determine the location of activities and directly influence the present and future development and functional structure of cities. Accessibility is a key element to strengthen transportation infrastructure in less developed regions since it reduces the spatial cost of distance and facilitates not only the modification of settlements, but also the structure of the economic sectors of a region [1]. Investment in transportation infrastructure is considered to be an effective instrument to achieve social and economic cohesion and represents one of the main instruments of territorial development policies, as demonstrated by the European Spatial Development Perspective (ESDP) [2].
Transport planning improves policy decisions from the perspective of land-use and transport policy, and can lead to more developed and livable cities, especially when transport investment has social, environmental, and health impacts [3]. In this regard, recent studies [4,5,6] have advocated the need to exploit the potential accessibility indicators as a support tool in planning tasks to evaluate the relationship between land-use and transport changes. The different formulations provide varying but complementary approaches to the analysis, allowing for evaluation of the different effects of a given action [7].
There are multiple spatial indicators to measure the accessibility of transportation infrastructure; however, the results can vary substantially according to each measurement. Therefore, it is important to identify appropriate indicators to analyze the centers of economic activity (population centers) in terms of highway distribution (networks) and measurement in units to determine the distance (time and travel costs), location, and importance of economic activities. Geographically, the accessibility of transportation infrastructure has been measured with indicators involving time and/or travel costs [1]. These indicators have numerous advantages, such as the definition tools to characterize transportation networks [8].
An important approach in the study of accessibility of infrastructure planning has been the measurement of spillover effects, that is, the benefits received in a geographic region because of the transportation infrastructure invested in other areas [9]. Spillover effects could help us to understand how project costs could be distributed fairly according to accessibility gains [10]. This article considers the concept of accessibility as the potentiality of a territory to reach a destination or a number of destinations from a specific point. The concept relating the accessibility indicators is the location of places and/or attraction centers, related to each other and to exogenous elements [11].
Developing regions are increasing in urbanization and motorization and, particularly in the global south, transport planning has seen the need to improve the deficits of transport infrastructure to also reduce social, spatial, and environmental inequalities [12]. In this paper, we focus on the future spillover impacts on the sprawled Latin American metropolitan area of Concepción (MAC), Chile, from the implementation of investments in transport infrastructure covered by the Plan Regional de Infraestructura de Biobío (PRI) of the Ministerio de Obras Públicas (MOP) from 2011 to 2021 (Regional Transportation Plan of the Ministry of Public Works), using accessibility indicators from geographical analyses. The PRI is expected to generate an investment in efficient road infrastructure—with regional competitiveness and better quality for the international integration of the region—to consolidate the development of corridors and to improve national logistical connectivity and the development of strategic productive sectors. In the MAC, this involves strengthening its role as a metropolitan port system and creating a more operational and competitive road connectivity network to increase the area of influence and territorial coverage.
While previous studies have measured the spillovers of new transport infrastructure using different measures of accessibility [11,12,13,14,15] and also by transport simulation models focused on trips [16], the PRI is a plan focused on cargo transportation and private vehicles. Unfortunately, it does not include the entire transport system; therefore, one of the novel aspects of geographical analyses is that we use the network efficiency indicator for measuring spillover effects and viewing the territorial impacts. This purpose is achieved through the spatial analysis of accessibility benefits and by generating a methodology to complement the economic and engineering transportation perspectives traditionally used. The methodological approach is focused on the calculation of accessibility indicators, using geographic information systems (GISs) and network analysis tools according to the suggestions of research [8,15,17].
The rest of the paper is structured as follows. Firstly, following this brief introduction, Section 2 presents a review of the literature on spillover effects and territorial cohesion from the perspective of accessibility. Section 3 describes the methodology used to calculate spillover effects and is subdivided in five subsections; Section 3.1 presents the case study, Section 3.2 the modeling of the network dataset and procedures used for the calculation of travel times, Section 3.3 defines the accessibility indicators selected, Section 3.4 presents the calculation of spillovers, and Section 3.5 the dispersion indexes used to measure territorial cohesion. Section 4 shows the main results, and finally Section 5 provides discussion, while Section 6 offers some conclusions from the previous exercise.

2. Accessibility Effects

Accessibility is a key element in strengtheing less developed regions in terms of transportation infrastructure [1]. Accessibility changes thanks to transport investment intended to reduce travel time and create spatial advantages in that region [18]. The diversity of approaches to accessibility has expanded the formulation to measure it, focusing on different indicators according to complexity [19]. Accessibility to a transport network can be measured in different ways based on the objectives of the study; however, the most common unit is distance, in terms of time and travel cost [20,21,22].
An important approach in the analysis of the accessibility of a transport network is the interpretation of spillover effects, defined as the indirect effects on a geographic region from transportation infrastructure invested in other areas [9]. These effects—and potential benefits—are closely related to a network effect [23], which is characterized as spillover effects on unit costs, prices, and products of associated markets as a result of improvement in transportation. These include the effects produced in the transportation system and the connected economic sectors. In this sense, Holl [22] includes several accessibility measurements to determine spillover effects in Spain and analyzes the role of road infrastructure (from 1980 to 1994) in the localization of new manufacturing companies. Based on this study, new road investments unexpectedly generated negative spillover effects.
Therefore, accessibility analysis can be used to estimate spillover effects as well as network effects; however, the estimate and monetization of spillover effects caused by two new roads planned for the city region of Eindhoven and the weighting of these with traffic intensities and the value of travel time has been a recent contribution of Condeço-Melhorado et al. [10]. Thus, this is the first time spillover has been validated with actual mobility data.
Most accessibility measurements include transportation cost and attraction capacity of different activity centers in a single indicator, with a recent perspective on this analysis of accessibility of transportation infrastructure found in the studies of Gutiérrez and Condeço-Melhorado [8] and Gutiérrez et al. [15]. Transportation cost is a measure of the frictional effect of distance, which can be expressed in units of distance [20], time [21], or generalized transportation cost [24]. In this way, accessibility indicators can be calculated for different periods to analyze the changes made by particular interventions in the transportation system, comparing the situations before and after a specific intervention or infrastructure plan in the territory.
According to Condeço-Melhorado [17], spillover depends on the characteristics of transportation infrastructure. For this reason, the first aspect to be considered is the location of the infrastructure, which has an impact on the intensity of the spillover generated. The main function of an infrastructure of national importance—located in the interior of the country—is to connect the national economic centers, and its impacts will occur inside these limits, generating spillovers of less intensity. However, neighboring countries will also benefit from that infrastructure if they use it for their commercial relationships. In the case of a cross-border project between two countries, the spillover effect will be larger because of the importance of this type of infrastructure to the promotion of international relations. Spillover effects are even more extensive in the case of transportation corridors that pass through several countries since they have significant benefits to international relations. On the contrary, some infrastructure in neighboring regions may be used less based on their geographic orientation.
In other studies that quantify the spillover effects of transportation infrastructure from an economic perspective [25,26,27], spillovers are measured through the extension of the public capital stock of one region to a neighboring area and comprise a number of assets of public domain, accumulated through investment (productive infrastructure, healthcare, and education) since the benefits of regional production will not exclusively fall upon a single infrastructure, but also on the infrastructure of adjacent regions. These methodologies follow proximity criteria, considering that the positive effects of the intervention will be stronger in neighboring regions. To analyze and quantify the spillover effects of public investments on the economy of Spanish regions, some authors have made estimates by extending the public capital stock to geographically adjacent regions. They found that positive effects (especially in the case of highways and railways) had greater intensity in the nearest regions [28].
The measurement of spillover effects through accessibility indicators and the geographic information system are relatively new in relation to traditional econometric techniques, such as the production functions commonly used to analyze and quantify regional spillovers of public capital in transportation infrastructure [17]. The simplicity of the Cobb–Douglas production function contributes to its widespread use, where infrastructure is compared to the traditional production factors—such as work and private capital—generating positive effects on the productivity of other productive sectors [28].
One of the most popular indicators in accessibility studies is the economic (or market) potential [10,14,15,18,29,30,31], where the level of opportunity between a place i and a destination node j is positively related to the mass of the destination and inversely proportional to the distance or travel time between both nodes. This indicator is a gravity-based measurement that has been extensively used [15] to investigate not only accessibility changes due to a pricing policy, but also territorial equity impacts and regional spillover effects. Moreover, changes in the territorial distribution of accessibility resulting from high-speed rail investments have been analyzed to assess the sensitivity of territorial cohesion results at different planning levels [30]. However, it should be considered that results from this indicator depend to a large extent on the value used to represent the effect of distance decay, which has been studied in Condeço-Melhorado et al. [31].
Moreover, the locational indicator [32,33] has recently been used to calculate spillover effects from an interregional perspective, where the population of each destination is used as a weighting factor. Its results have allowed for the evaluation of accessibility levels before and after the execution of a transportation plan [8,14]. This indicator should be interpreted from the locational rather than the economic point of view, having the advantage that its results are easily interpreted, as they are expressed in familiar units—travel times—and therefore changes in this indicator are usually used as a proxy for computing travel time savings. Its main limitations stem from the fact that it does not discriminate between near and far destinations, and its values depend heavily on the selected set of destinations [34].
Spillover effects can have a considerable influence on regional production levels. Pereira and Sagalés [9] conclude that the contribution of spillovers and internal infrastructure endowment is closely tied to regional productivity. Other authors [27,35] have found positive effects in regions where the infrastructure is located, and negative spillover effects in neighboring regions that compete for the production factors. In contrast, one of the main criticisms of traditional econometric methods in measuring spillovers is that they give the same importance to all infrastructures in the neighboring regions, regardless of their role in commercial relations [17]. This represents a problem, since transportation infrastructure in neighboring regions has varying degrees of influence according to the location and use of economic activities.
Traditional methods such as Cost Benefit Analysis (CBA), despite being the most common evaluation method used in the public sector, have several limitations [36,37,38] and rarely deal with the spatial redistribution of the effects generated. Spillover analysis can offer some insights into the distribution of impacts across regions and can determine which regions benefit most from a transport project [10]. In this study, we measure the spillover effects from the perspective of accessibility using locational and network efficiency indicators, the latter of which has never been used in these studies to our knowledge. Another novel aspect is that we apply this methodology in the context of a Latin American metropolitan area such as MAC, where spillover effects have not been included in transport assessment studies.
Most approaches to measure territorial cohesion come from economics, where cohesion is defined as a convergence process at different levels of regional welfare to achieve progress and sustainability [39]. Therefore, the concept of cohesion is closely related to the definition of a set of ideas about equity and justice. López et al. [14] state that the improvements in transportation systems—due to infrastructure investment—increase the competitiveness of regions and increase territorial cohesion. The ESDP (European Spatial Development Perspective) is an example of how to link competitiveness and cohesion, specifying that the efficient operation of the transportation system is an essential factor to strengthen the competitiveness of peripheral or less developed regions since it facilitates the social and economic cohesion of territories.
Including this conceptual framework in the process of infrastructure planning implies that the objective of territorial and social cohesion is not only related to the expected demand, since this would lead to a vicious cycle of cumulative causation under the premise that a better dynamic started in a region—with initial advantages—does not improve neighboring areas; therefore, disparities would increase, and the process of regional growth would be unbalanced. In addition, from this perspective, the investment would be made only in places where the population and economic activity is concentrated, increasing their growth and transportation demand, which would justify more transportation investments in these centers. Finally, this perspective does not consider that it is impossible to reduce territorial disparities without significant improvements to the transportation services and infrastructure in regions where accessibility issues restrict economic development [8]. In this context, it is essential to evaluate whether the installation of new infrastructure would increase (reducing cohesion) or decrease (increasing cohesion) accessibility disparities and to what extent.
Currently, the integration of regional cohesion in the evaluation procedures for large transportation infrastructure investments is a matter of considerable interest [13,29]. However, this aspect generally does not have a significant role in the evaluation of investments [40]. In fact, the analysis of these effects classifies them as “indirect impacts,” and there is little agreement regarding the procedures used to analyze these effects and whether to include them in the assessment methodologies and decision-making processes [41].
Regional cohesion can also be analyzed through spillover effects, identifying regressive or progressive effects. Regressive effects are the spillovers of a less accessible region to the benefit of more accessible regions; and progressive effects are spillovers in the opposite direction. In terms of territorial cohesion, regressive effects are generally negative, since they represent benefits for central regions derived from the construction of infrastructure in peripheral regions.

3. Materials and Methods

3.1. Case Study

Our case study area is a Latin American urban conglomerate composed of seven municipalities, which together represent a medium metropolitan area known as the metropolitan area of Concepción (MAC), in the Biobío Region of Chile, whose main centers are Concepción and Talcahuano [42]. The municipalities included in the PRI are Tomé, Penco, Talcahuano, Concepción, San Pedro de la Paz, Chiguayante, and Hualpén, covering 138 urban and rural populated towns (Figure 1). It has a population of around 810,000, where over 98% is classified as urban. The municipality of Tomé has a high proportion of rural population (12.36%), with towns that are spatially inaccessible to the road networks that connect these settlements with their urban entity.
The PRI is a medium-scale territorial planning of national investment in public works for 2021 for the Biobío region. The transport infrastructure projects considered in the PRI are shown in Figure 1.
Two scenarios are considered to identify the spillover effects that the expected actions of the PRI in a municipality may produce on the accessibility of the rest of the territory at a time horizon of 10 years (2011–2021). The PRI scenario includes all actions in the highways included in the plan, whereas the hypothetical reference scenario includes all actions expected from the PRI until 2021 (except for the actions in the municipality under analysis, which would maintain the same infrastructure of 2011). In both scenarios, the population was projected up to 2021 to determine the impacts of the transportation infrastructure, if PRI was finished in that year, which increases the potential applicability for planning. The municipality or area of study is represented by a different color since the objective is to measure the effect of its new infrastructure on the accessibility of the rest of the territory.

3.2. Network Data

We have based our accessibility analysis on a GIS which considers the official regional road network under the charge of the Ministry of Public Works (MOP) (1:10,000 scale and updated to 2010), including highways under concession. The networks are surveyed as a linear element, and the towns or centers of economic activity as geo-referenced elements, both with specific properties and attributes. The network data has basic characteristics such as measurements of length for each section, speed limits, and road types. The centers include demographics associated with their population size. Population is the variable selected to measure each destination’s attractiveness in the accessibility model.
The following speeds were determined to obtain optimal routes:
Highways—120 km/h: National highways used mainly for through traffic associated with long-distance travel and therefore designed for high travel speeds. Only motor vehicles specially designed for passenger and freight transportation are authorized on these highways. The use of self-propelled machinery (for agriculture, construction, etc.) is strictly prohibited.
Primary—80 km/h: National or regional highways with medium to high demand, which are used for medium and long-distance through traffic, but also an important percentage of short-distance traffic in highly populated areas.
Local—50 km/h: Provincial or city roads used preferably by neighboring properties. All types of motor vehicles are authorized to travel on these roads.
In development—40 km/h: Connection to isolated zones where the use of both motorized and animal-drawn vehicles is allowed. The objective is to enable permanent transit at low speeds.
Primary network—60 km/h: Public urban roads that connect different urban zones between municipalities. They have a high travel capacity of vehicle flows, mainly public transportation and automobiles, and animal or human-drawn vehicles are prohibited.
Network Analyst extension (ArcGIS) has been used to calculate minimal routes between the centroids of the 138 towns studied in MAC in order to obtain origin–destination travel time matrices. These matrices generated for each scenario contain the travel times of nearly 20,000 interactions. For the estimate of the internal travel time of each town, a linear adjustment is made from the known average travel times for the seven centers of economic activity (CAE) with a population of at least 20,000 inhabitants.
The total travel time between a node and a centroid is calculated as the sum of the travel time through the network between the origin node and the destination centroid and two penalties (in origin and in destination, respectively) according to Gutiérrez et al. (2007) [34]:
t i j = t i + t r i j + t i
where:
  • t i j is the total travel time between the origin node i and the destination centroid j.
  • t i is half of the internal time of the zone where node i is located.
  • t r i j is the minimum travel time through the network between the node i and the centroid j.
  • t i is half of the internal time of the zone j.
These travel times were used to calculate the accessibility indicators selected in this study (for real and ideal times). The accessibility values for each town are interpolated by raster surface using the deterministic method for spatial interpolation, Inverse Distance Weighted (IDW), which generates a regular matrix where each cell contains the weighted average value of distance values of the six closest points to the location of the cell [43].

3.3. Accessibility Indicators

Two different formulations of accessibility indicators have been selected, related to different approaches to the concept of accessibility: The locational indicator, more strongly influenced by the geographic position of each location, and the network efficiency indicator, which is more infrastructure oriented.
The locational indicator [29,32,33] is sensitive to the geographic location of population centers and is measured in travel time units, assigning the same weight to long and short distances. This indicator presents the average of impedance (restrictions) that separates each town from the different centers of economic activity through the network (by the road of minimal impedance), considering their income as the weighting factor, which in this case represents the number of inhabitants of the economic activity center of destination:
L i = j = 1 n I i j · P j j = 1 n P j
where Li is the locational accessibility of the node i; Iij is the impedance, defined as the travel time on the minimal route through the network between the origin node i and the destination node j; and Pj is the population of destination j.
On the other hand, the network efficiency indicator neutralizes the effect of geographic location to emphasize the effects of the infrastructure offer on accessibility. However, this indicator measures the degree of efficiency of the network through the calculation of the relation between real impedance and ideal impedance between the origin and the destination node. In a high-quality infrastructure (in travel time and cost), this could be represented by a straight line, considering the population weighting factor of the destination node.
In order to neutralize the effect of geographic location of the nodes and to emphasize the effect of infrastructure, the usual notion is substituted by another that expresses the ease of access in relative terms to measure the traveling efficiency in relation to the quality of available infrastructure. The network efficiency indicator relates the real access of time with the ideal access of time to obtain that effect. A network efficiency indicator with a gravitational component was selected [7,29,44]. This indicator (Ei) relates the real time access (Rij) to the ideal (Iij) for this purpose [44] in accordance with to Equation (3):
E i = j n R i j I i j   W i j
where Rij is the network impedance between each origin and destination, calculated according to the shortest travel time route between the two points; Iij is the Euclidean impedance, defined as the travel time in a straight line between the origin node i and the destination node j; each of the i–j ratios is weighted through Wij, defined as the ratio between the destination population (Pj) and the travel time between i and j, according to the Equation (4):
W i j = P j R i j j n P j R i j
where Wij is the relative weight of destination j for the origin i; Pj is the population of the destination defined in Equation (2); and the term Rij is already known.
For this network efficiency indicator, the Euclidean impedance (Iij) between any two nodes is the estimated travel time through a hypothetical straight-line non-congested motorway connection. Additionally, a penalty for entering and leaving the origin and destination was calculated (see Equation (1)), equivalent to half the internal travel time of each town. This is a critical issue in the calculation of the potential market indicator (Pj/Rij) since the internal accessibility can represent an important part of the total potential market of the zone [45]. This relation, shown in Equation (4), can be interpreted as the accessibility of opportunities from a node i to all other nodes j in which smaller and/or more distant opportunities provide diminishing influences; therefore, the level of opportunities between a place i and a destination node j is positively related to the mass of the destination and inversely proportional to the distance or travel time between both nodes [6,45].
The indicator gives a value in meaningful units: How much network impedance surpasses Euclidean impedance. The results are on an inverse scale: The lower the value attained, the more accessible the place is in relative terms. Thus, when the infrastructure connecting the nodes to the various economic activity centers is highly efficient (that is, relatively straight and high speed), nodes receive an accessibility value which tends towards 1. A value equal to 2 means that the network impedance is double the Euclidean value and so forth [44].
The results of the locational and network efficiency indicators are obtained for the ex-ante and ex-post PRI scenario to calculate the difference between the two. This difference represents the contribution of the expected actions to the MAC in terms of accessibility of the towns using both indicators. The change or relative improvements ( A i ) are produced in terms of percentages by the following equation:
A i = A i 0 A i f A i 0   · 100
where A i 0 indicates the accessibility in the reference scenario (ex-ante), and A i f the accessibility in the final scenario (ex-post).

3.4. Calculation of Spillover Effects

In order to measure the spillover effects for each municipality, accessibility values are computed by comparing the following scenarios: First, the PRI 2021 scenario, and second, the scenario that includes the foreseen improvements for the year 2021 in the entire territory except for the municipality whose spillover effects are being analyzed. The differences between these two scenarios (PRI 2021 and hypothetical scenario) represent the spatial spillover effects of region i on the rest of the regions. This procedure is repeated for each MAC municipality to calculate a matrix of interregional spillover effects. According to the previous notion, this is reflected in the following equation:
S E i = A p x 0 A i p 1 A i p 1   · 100
where S E i is the spillover effects from the investment in municipality i; A p x 0 is different for each municipality and represents the year 2021, except in the case of the municipality under analysis (hypothetical scenario); and A i p 1 represents the year 2021, as the expected completion date for all network infrastructures included in the plan (PRI scenario).
The spillover effects are calculated for each municipality within the MAC, except for Tomé, which does not receive infrastructure investment in the plan. This analysis requires the construction of six scenarios, calculating the differences between the PRI and the hypothetical scenarios for each municipality. This difference represents the contribution to accessibility that a municipality generates for the others; in other words, the spillover effect of expected actions in that municipality [14].

3.5. Territorial Cohesion and Dispersion Indexes of Accessibility Values

The methodology to assess territorial cohesion involves an analysis of changes in the territorial distribution of the accessibility levels through the calculation of dispersion measurements [1,13,29,34]. In particular, the accessibility distribution is compared before and after the investment by analyzing the changes in the different scenarios of study. There is a wide variety of inequality indexes to characterize the dispersion levels of a given variable. The choice of these indexes has an influence on the final results. The most common indexes are variation coefficient, Gini coefficient, Atkinson index, and Theil index [1].
In relation to the methodology, it is essential to evaluate whether and to which extent implementing new infrastructure increases or reduces the indicator of territorial cohesion, depending on accessibility disparities. This requires evaluating territorial cohesion through the methodological application of dispersion measurements to analyze the distribution of accessibility values and selecting statistical indexes to characterize the dispersion levels of a given variable.
Territorial cohesion is evaluated for the ex-ante and ex-post PRI scenarios, considering that, if the values in the future scenario are reduced, the accessibility levels would be less unequal as a result of the effects generated by implementation of the PRI. This would also imply an improvement in territorial cohesion and a positive percentage of change between both scenarios. On the contrary, if values in the future scenario are increased, the accessibility levels would show a wider disparity, which would reduce territorial cohesion, implying a negative percentage of change between the two scenarios. The percentage of change or improvement is obtained from Equation (2) in the case of the reference (2011) and final (2021) scenarios, considering the values of statistical indexes of variation coefficient, GINI index, and Theil index, calculated for the locational and network efficiency accessibility indicators.
In the interpretation of accessibility improvements derived from the investment in transportation infrastructure, there is a spatial relationship indicating that these are especially important in peripheral regions, characterized by low population densities, high unemployment rates, weak industrial development, and poor quality and endowment of transportation infrastructure [46].

4. Results

4.1. Improvements in Accessibility

This section presents the percentages of relative improvements as a result of the expected PRI actions on the MAC. The results produced from locational and network efficiency accessibility indicators show the contrast between areas with higher and lower accessibility values and help understand the changes and improvements between the current (ex-ante PRI) and future (ex-post PRI) scenarios.

4.1.1. Locational Indicator

The locational indicator (Figure 2) shows that the main improvements are located in the far south of the MAC, in San Pedro de la Paz and Chiguayante; in addition, the municipality of Talcahuano also benefited from the construction of the north access to the Puente Industrial (hereafter, the Industrial Bridge,) and the extension of Jorge Alessandri Avenue. The municipalities of Tomé and Penco present improvements of around 5% and 11%, whereas the central-south area of the territory shows values over 13%, including the rural towns of Concepción, reaching 20% of improvement in the previously mentioned urban centers.
It is worth noting that one of the areas that most benefited from the Concepción–Cabrero route is an eminently rural area, which comprises at least 20 towns within the municipality of Concepción. This would provide important benefits for the neighboring towns of the MAC.
In fact, this territory benefits from the accessibility of the highway network, with the southern area saving considerably more time, including the areas nearest to the transportation infrastructure investment, which would significantly benefit the municipalities of Talcahuano, Chiguayante, and San Pedro de la Paz.

4.1.2. Network Efficiency Indicator

This indicator shows the differences between the areas with higher and lower accessibility values, according to the structural complexity of the roadway network. The main results indicate that the improvements decrease in relation to the locational indicator; however, the most significant changes are concentrated in the axis of the new routes built by 2021, particularly in the most urbanized municipalities of Talcahuano, Concepción, and San Pedro de la Paz (Figure 3).
These areas, to the south of the Ruta del Itata, present improvement percentages from 7% to 10%, which represent a relatively high index of change. The lowest improvement percentages are located between the municipalities of Tomé and Penco, with values from 2% to 5%. The lowest values of the municipality are registered from the urban area of Tomé to the north, covering a large part of the rural towns; in contrast, these begin to increase to the south, directly influenced by the improvement of Ruta 150.
From the point of view of the roadway network, the southern zone of the MAC has a radial network structure that differs from the rest of the territory, generating many advantages from the perspective of network efficiency, but which often present undesirable effects on spatial equity. This indicator shows the relevant quality of network node connections, so it is expected that further improvements will be concentrated in areas that improve connection to the network. Moreover, the gravitational nature of the weighting factor focuses the largest percentage of improvement on those areas in which the weight of relations to the major economic activity centers in the MAC is higher.

4.2. Spillover Effects of Transport Infrastructure

The benefits in accessibility values generated by the investment considered in the PRI on the MAC territory—measured through locational and network efficiency indicators—indicate an irregular distribution of spillovers to each municipality in the territory (Figure 4 and Figure 5). The municipalities appear in grey, because what we want to measure and map are the spatial spillovers in the neighboring areas. Some areas, particularly the central ones, generate more important spillover effects than peripheral areas, which generally produce spillovers with less intensity. The spillover effects of six municipalities in the territory are presented below—with the exception of Tomé, which does not receive transportation infrastructure investment in the PRI—considering both accessibility indicators.
According to the locational indicator (Figure 4A), the significant spillover effects of Concepción are located particularly in the neighboring municipalities of Penco, Talcahuano, and Chiguayante (over 3.2%), which benefit from the Concepción–Cabrero route, which facilitates the connection of the populated centers with the towns to the north and the south of the territory. Given the time saved on this route, the spillover effects extend to the rest of the MAC, with important improvement percentages in Tomé, Hualpén, and San Pedro de la Paz (1.6% and 3.2%). Additionally, the network efficiency indicator (Figure 5A) shows that the highest values of benefit (over 3.2%) are limited exclusively to Chiguayante, which generates less spillover effects to neighboring towns with lower accessibility values in San Pedro de la Paz, Hualpén, and Talcahuano. However, both indicators of the spillover effects of the Concepción–Cabrero route, expected in the PRI for Concepción, benefit the entire MAC territory.
The locational indicator for the spillover effects of the construction of the Industrial Bridge and its north access in the municipality of Hualpén (Figure 4B) show that spillovers are strongly concentrated in the neighboring municipalities of Talcahuano (to the north) and San Pedro de la Paz (to the south), with values of up to 12%. Talcahuano benefits by having better access to other port areas to the south of San Pedro de la Paz, such as Coronel and Lota. These centers present better conditions to access the port areas of Talcahuano. The network efficiency indicator (Figure 5B) presents a distribution pattern similar to the locational indicator (greater benefits in Talcahuano and San Pedro de la Paz); however, fewer spillover effects are produced, with maximum values no greater than 3%.
The locational indicator analysis in Chiguayante (Figure 4C) shows that the construction of the Costanera Norte highway generates very high spillover effects in the central-south zone of the territory (1.6% and >3.2%), which benefit not only neighboring towns (in Concepción and San Pedro de la Paz), but also reach a large part of Hualpén and Talcahuano. The efficiency indicator (Figure 5C) decreases the benefits with maximum values of 1.1% in the urban area of Concepción and San Pedro de la Paz.
San Pedro de la Paz anticipates new road infrastructure from east to west (Costanera Sur) and north to south (Industrial Bridge, Industrial Bridge South Access). The most important spillover effects for the locational indicator are recorded in Hualpén and Talcahuano (Figure 4D), benefiting from the reduction of north–south travel times. As a result of the construction of the Costanera Sur highway, the efficiency indicator (Figure 5D) shows the largest benefits in Talcahuano, whereas the towns around Concepción and Chiguayante present spillover effects of less intensity.
For Talcahuano (Figure 4E and Figure 5E), the PRI is expected to improve the Alessandri Avenue and the construction of the North Access to the Industrial Bridge, whose spillover effects spread to the neighboring municipalities of Concepción (to the west), San Pedro de la Paz (to the north), and Hualpén in both indicators, with improvement percentages that are spatially consistent (0.8% and >1.6%). The municipalities of Tomé and Chiguayante do not benefit from the expected infrastructure in Talcahuano, with values from 0 to 0.1% for both indicators in this area.
The municipality of Penco (Figure 4F and Figure 5F) expects that the PRI would improve the Ruta 150, the main access road that connects the MAC territory from north to south. This is the only municipality of study that generates stronger spillover effects to the north in the municipality of Tomé, with values over 3.2% in the locational indicator and 1.6% in the network efficiency indicator. The benefits extend to the south of the territory, with the highest improvement percentages in Concepción.

4.3. Territorial Cohesion

The measurement of territorial cohesion is based on the calculation of the changes of accessibility values in the spatial distribution through dispersion indexes. The results reveal that there is generally a dual behavior in the application of selected accessibility indicators. The locational indicator shows an increase in disparity in the territory in the three statistical indexes calculated for 2021. On the other hand, the network efficiency indicator shows that the implementation of the PRI reduces the accessibility disparity values, according to network efficiency in two out of three statistical indexes (Table 1).
The changes in the disparity indexes for the efficiency indicator suggest an increased cohesion in the future scenario, even though improvement percentages are lower than the locational indicator. The surrounding areas of some high-capacity corridors benefit from this indicator (Figure 3) because of the improvements to the Concepción–Penco route, Ruta160, north and south access of the Industrial Bridge, and the Itata Route, covering neighboring areas near the new road infrastructure projects (“shadow areas”). The reduction of these indexes in the future scenario suggests that the territorial distribution of the accessibility levels is more equitable and, therefore, there is a higher territorial cohesion.
However, accessibility differences increase between the central and peripheral areas (locational indicator), where the benefits are not strong enough to demonstrate an improvement in regional cohesion, particularly in the rural towns to the north of Tomé, regardless of the important improvement percentages and travel time savings. In other words, peripheral towns benefit less than the central areas, whereas the towns in “shadow areas” receive more benefits than those located in the transportation corridors.

5. Discussion

Transport planning needs to improve on the territorial evaluation of its impact, as now transport investments can differ by location, population density, and settlement structure [47]. This study contributes to the limited current criteria of infrastructure transport planning with a geographic vision towards Chile, which allow us to observe the extent of accessibility improvements on neighboring territories in relation to the transportation infrastructure investment in other regions. The spillover effects have deep political and planning implications for the construction of infrastructure, since they facilitate the assessment of accessibility levels before and after the implementation of a transport plan. In addition, an analysis of these results from the cohesion perspective overcomes the locally focused vision of demand for new structures and improves the decision-making process regarding the geographical distribution of investments in a transport plan.
Methodologically speaking, the choice of a non-gravitational indicator, such as the location indicator, helps identify improvements of a larger spatial scope. However, this indicator is limited, since it does not reflect the real behavior of travel, as near and far destinations are weighted equally. Moreover, vehicle speed used in the network modeling due to the increase in motorization is limited. Transport investment is related to induced demand [48], where automobile congestion increases and reduces the capacity of transport infrastructure; therefore, the evaluated plan is metropolitan-scale and composed of several rural settlements where congestion is not relevant for spillover effects. However, the estimate for the main centers (Concepción and Talcahuano) represents a significant challenge, where it is also important to promote non-motorized transport methods. Due to the scarce transport data modeling in Latin American cities, to resolve this limitation, researchers could include online data from Google Maps API to estimate travel times in future studies as suggested for Brazilian cities [49]. This would require a thorough interpretation of results since it studies the strategic relations between territories but does not represent induced travels.
The results of the locational indicator suggest two areas considerably benefited from the expected investment in road infrastructure: first, San Pedro de la Paz, which benefits from most of the projects expected in the PRI, in terms of time savings in minutes and percentage improvements in both assessment scenarios. Territorially speaking, this outcome is not unexpected, because the investments are generally concentrated in centers with high populations and economic activities. In fact, San Pedro de la Paz is a municipality that has concentrated the recent residential urban growth and sprawl and motorization, which also concentrates residential choice for medium and low-density households, considerably increasing the land price and the accessibility demand to favorably reach the opportunities offered in Concepción and Talcahuano, particularly in employment, studies, and services. To verify the residential location with the best performance of the locational indicator, qualitative data on mobility choices should be included from household surveys to support transport planning [50]. Second, with a potentially positive territorial impact, the benefits to the rural towns around Concepción have been verified as a result of the considered improvements to the Concepción–Cabrero route, which connects with the country’s main interstate. On the other hand, the efficiency indicator shows the benefits that the urban center or port city of Talcahuano will have with the interaction of Ruta 150. High accessibility levels are directly related to an increase in maximum speeds limits on roads, which is the case for all the projects in the PRI.
The spillover effects—measured through the location and efficiency indicators—showed that positive benefits on accessibility are not only located in the territory of investment, but also extend to other towns. The locational indicator generated higher positive effects than the efficiency indicator. Hualpén is the municipality with more spillovers from the construction of the North Access to the Industrial Bridge since the ex-post scenario shows an improvement in the accessibility indexes of this zone, especially for the construction of the Costanera Norte in Chiguayante and the South Access to the Industrial Bridge from the Ruta 160, which reduces minimal access times and, therefore, reduces the distance between real impedance and ideal impedance (Euclidean distance).
Nevertheless, the effects of the infrastructure in Talcahuano are low in both indicators, especially for the towns of Tomé and Penco to the north. In general, Tomé received very low spillovers and, for this reason, was the municipality least benefited by the road project considered in the PRI.
According to the results, we agree that the analysis of the spillover effects can produce very valuable information on the real beneficiaries of the investments in transportation infrastructure [34]. This aspect is particularly difficult to measure considering the region as a closed system—in the theoretical model—and in a closed isolated transportation system, where connections and communications are analyzed separately to identify their internal operation.
The assessment of territorial cohesion allows us to conclude that the territorial impacts derived from the development of transportation infrastructure in the MAC (for the 2011–2021 period) present a dual behavior according to the accessibility indicator. On the one hand, the disparities of the accessibility values in the network efficiency indicator are reduced, which increases territorial cohesion and, therefore, reveals a more equitable distribution of the territory. On the other hand, the locational indicator suggests that disparities increased and territorial cohesion or equity was reduced, which confirms the benefit of the location of the new network projects. However, territorial cohesion must be thoughtfully measured since there may be numerous biases in the process.
Three sources of possible bias can be identified. First, the selection of the cohesion index is relevant; depending on the index, the conclusions can be rather different and even opposing. Second, the selection of the accessibility indicator may influence the results; in relation to the two indicators in this study, the location indicator tends to show a less equitable distribution of accessibility indexes than the network efficiency indicator. Third, the geographic scale could play a decisive role, since the results may differ depending on the geographic limits established in the study.

6. Conclusions

The results show that the indicators can be used to assess relevant aspects of spatial accessibility before and after the execution of a transport infrastructure plan, from network efficiency and minimal access times. The results allow for an estimate of the impacts in terms of spillover effects and territorial cohesion; this, in addition to their implementation in a geographic information system, represents alternative and useful tools for the decision-making process in transport and urban planning regarding transportation networks and infrastructure directly related to the integration and competitiveness of territories.
The municipalities that generate the most significant spillover effects are Concepción, Penco, and Hualpén. At the same time, the improvements to transportation infrastructure do not produce a higher territorial cohesion in all cases; on the contrary, more disparities appear (or lower cohesion) in the use of a locational indicator, which have more impact on municipalities with recent urban growth. Therefore, the PRI vision is limited in relation to transport sustainability. It would be interesting to compare the actual territorial impact with the investment in public transportation. Finally, accessibility indicators represent a useful tool to understand that the real beneficiaries of investments in transportation planning are cargo transport and private vehicles. This methodology complements the traditional economic and engineering perspective used to assess this type of plan, offering multiple advantages to transport planning over the econometric methods traditionally used to measure spillover effects, in relation to the spatial organization of economic activities and the simulation of transport network behavior.

Author Contributions

For research articles with several authors, a short paragraph specifying their individual contributions must be provided. The following statements should be used “Conceptualization, A.C.-M. and C.R.; methodology, M.M and A.C.-M.; software, M.M.; validation, M.M., A.C.-M. and C.R.; formal analysis, M.M.; investigation, M.M.; resources, J.A.C.; data curation, M.M and C.R.; writing—original draft preparation, M.M., CR.; writing—review and editing, C.R., A.C.-M. and J.A.C.; visualization, M.M.; supervision, C.R.; project administration, J.A.C.; funding acquisition, J.A.C. and C.R. All authors have read and agreed to the published version of the manuscript.

Funding

This research was funded by ANID FONDAP 15110020.

Data Availability Statement

Not applicable.

Acknowledgments

Dirección de Planeamiento de Obras Públicas de la Región del Bíobío and CEDEUS.

Conflicts of Interest

The authors declare no conflict of interest.

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Figure 1. MAC study area and transport infrastructure investment (PRI).
Figure 1. MAC study area and transport infrastructure investment (PRI).
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Figure 2. Accessibility improvements by location indicator.
Figure 2. Accessibility improvements by location indicator.
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Figure 3. Accessibility improvement by network efficiency indicator.
Figure 3. Accessibility improvement by network efficiency indicator.
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Figure 4. Spillover effects of the expected actions in the MAC by location indicator. (A) Concepción; (B) Hualpén; (C) Chiguayante; (D) San Pedro de la Paz; (E) Talcahuano; (F) Penco.
Figure 4. Spillover effects of the expected actions in the MAC by location indicator. (A) Concepción; (B) Hualpén; (C) Chiguayante; (D) San Pedro de la Paz; (E) Talcahuano; (F) Penco.
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Figure 5. Spillover effects of the expected actions in the MAC by network efficiency indicator. (A) Concepción; (B) Hualpén; (C) Chiguayante; (D) San Pedro de la Paz; (E) Talcahuano; (F) Penco.
Figure 5. Spillover effects of the expected actions in the MAC by network efficiency indicator. (A) Concepción; (B) Hualpén; (C) Chiguayante; (D) San Pedro de la Paz; (E) Talcahuano; (F) Penco.
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Table 1. Dispersion indexes of the selected accessibility indicators.
Table 1. Dispersion indexes of the selected accessibility indicators.
Statistical IndexAccessibility Index20112021% Change
Variation
Coefficient
Location32.9135.24−7.09
Network efficiency13.7313.710.16
Gini IndexLocation0.1200.130−7.77
Network efficiency0.0500.0500.09
Theil IndexLocation0.0240.028−15.1
Network efficiency0.0030.003−0.09
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Martínez, M.; Rojas, C.; Condeço-Melhorado, A.; Carrasco, J.A. Accessibility Indicators for the Geographical Assessment of Transport Planning in a Latin American Metropolitan Area. Geographies 2021, 1, 124-142. https://0-doi-org.brum.beds.ac.uk/10.3390/geographies1020008

AMA Style

Martínez M, Rojas C, Condeço-Melhorado A, Carrasco JA. Accessibility Indicators for the Geographical Assessment of Transport Planning in a Latin American Metropolitan Area. Geographies. 2021; 1(2):124-142. https://0-doi-org.brum.beds.ac.uk/10.3390/geographies1020008

Chicago/Turabian Style

Martínez, Marcela, Carolina Rojas, Ana Condeço-Melhorado, and Juan Antonio Carrasco. 2021. "Accessibility Indicators for the Geographical Assessment of Transport Planning in a Latin American Metropolitan Area" Geographies 1, no. 2: 124-142. https://0-doi-org.brum.beds.ac.uk/10.3390/geographies1020008

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