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RGS-IBG, Annual International Conference 2014 
SESSION: MOBILITIES AND LIVELIHOODS IN DEVELOPING URBAN CONTEXTS 
ASSESSMENT OF INCOME AND MOBILITY 
INEQUALITIES IN DOUALA: METHODOLOGICAL ISSUES 
Lourdes DIAZ OLVERA, Didier PLAT, Pascal POCHET 
University of Lyon 
lourdes.diaz-olvera@entpe.fr didier.plat@entpe.fr pascal.poche@entpe.fr 
Laboratoire d’Economie 
des Transports 
UMR du CNRS n° 5593
Lourdes Diaz Olvera, Didier Plat and Pascal Pochet are researchers at the 
Laboratory of Transport Economics (Laboratoire d’Economie des Transports – 
LET) of the University of Lyon, France. Their research is mainly devoted to 
urban transport issues in sub-Saharan Africa, such as the determinants of 
daily mobility, the links between mobility, poverty and social inequalities, and 
the organisation and operating conditions of public transport supply. 
Selection of bibliographical references in English: 
o Behrens, R., Diaz Olvera L., Plat D., Pochet P. (2006). "Collection of passenger travel data in Sub-Saharan African cities: Towards 
improving survey instruments and procedures." Transport Policy 13(1): 85-96. 
o Diaz Olvera L., Plat D., Pochet P. (2003). "Transportation conditions and access to services in a context of urban sprawl and 
deregulation. The case of Dar es Salaam." Transport Policy. Transport and Social Exclusion 10: 287-298. 
o Diaz Olvera L., Plat D., Pochet P. (2008). Household transport expenditure in Sub-Saharan African cities: Measurement and 
Analysis. Journal of Transport Geography 16: 1-13. 
o Diaz Olvera L., Plat D., Pochet P. (2010). Towards a two-tired city? In Calas B., From Dar es Salaam to Bongoland. Urban 
mutations in Tanzania. Dar es Salaam-Nairobi, Mkuki na Nyota Publishers Ltd - IFRA: 261-278. 
o Diaz Olvera L., Plat D., Pochet P. (2010). Urban transport: following the course of free enterprise. In Calas B., From Dar es 
Salaam to Bongoland. Urban mutations in Tanzania. Dar es Salaam-Nairobi, Mkuki na Nyota Publishers Ltd - IFRA: 243-260. 
o Diaz Olvera L., Plat D., Pochet P., Sahabana M. (2012). "Motorbike taxis in the "transport crisis" of West and Central African 
cities." EchoGéo 20, 15 p. http://echogeo.revues.org/13080 
o Diaz Olvera L., Plat D., Pochet P. (2013). "The puzzle of mobility and access to the city in Sub-Saharan Africa." Journal of 
Transport Geography 32: 56-64. 
2
Abstract 
Socio-spatial inequalities with regard to daily mobility and access to urban amenities 
are significant in sub-Saharan Africa cities. They are partly related to the low rate of 
motorised daily travel, the scarcity of transport supply and the cost for travelling. The 
accurate assessment of the monetary resources of city-dwellers contributes to the 
appropriate formulation of equitable and pro-poor transport policies. However, 
collection of income data encounters a number of methodological difficulties which 
are reinforced by the characteristics of jobs in the informal sector. 
This paper sets out to show how the way income data is collected affects measured 
mobility inequalities. We have done this by referring to the PMU (Pauvreté et Mobilité 
Urbaine) household travel survey carried out in Douala in 2003. The results show that 
detailed collection of income data from each individual according to its source 
markedly improves the accuracy of the total income assessment. Also, the impacts of 
accurate data are not randomly distributed amongst the population. The most 
significant impacts concern the poorest populations (individuals and households) and 
disaggregated indicators (number of motorised trips, motorised travel time budget, 
individual level indicators). These results show evidence that the shortcomings in the 
statistical apparatus make it more difficult to investigate the links between daily travel, 
poverty and social exclusion and blur our perception of mobility inequalities. 
3
Presentation Outline 
1. Context 
2. Objective and methodology 
3. Results 
Mobility indicators concentration index 
Transport expenditure concentration curve 
Individuals, households 
Share of hh income in transp. concentration index 
4. Conclusion 
4
Contexte 
5 
1. The monetary measure of poverty and inequality 
What is the mean number of motorised trips/day for the poorest / wealthiest? 
What is the share of income spent on transport by the poorest / wealthiest? 
Is public transport affordable for the poor? 
What are the effects of transport and planning policies on poverty and inequality 
reduction? 
Insufficient knowledge on levels of income and income distribution 
2. Data on income is difficult to obtain 
Share of the informal sector in the labour market 
Self-employment, domestic/labour, micro-activities, turnover/profit 
Several income-generating activities 
Income from other sources than labour: rents, pensions, allowances, gifts 
⇒ Variable amount/frequency of personal income 
Household income: variable composition of households
Objective and Methodology (1/2) 
6 
1. Objective 
What are the benefits of reliable income data with regard to analysis of mobility 
inequalities? 
2. Methodology 
• Data: Douala PMU survey (Poverty & Urban Mobility), detailed collection of 
income data 
Identification of labour activities for each individual (aged >10 y) 
Data on income for each labour activity (amount, periodicity) 
Data on income from other sources, by item (allowance, pension, gifts, etc.; 
amount, periodicity) 
=> Estimation of monthly personal income 
• Assessment of the relevancy of accuracy of income data
Objective and Methodology (2/2) 
7 
Income data collection 
PMU survey: disaggregated Cavie survey: aggregated 
Comparison of distribution of individuals according to main income source 
(Individuals with no income: 25% in PMU, 50% in Cavie) 
Impacts on estimates of inequalities if income data is less accurate in the PMU sample (as in Cavie)? 
Simulations: “downgrading” the PMU income data 
Mobility inequalities (concentration curve, concentration index): 
comparison of initial (observed) PMU income data & simulations 
Mobility indicators (indiv.) Monetary indicators (indiv., hh)
Results (1/3): Mobility 
8 
0.0 0.1 0.2 0.3 0.4 0.5 
Travel time budget 
(motorised modes) 
Number of 
motorised trips 
Travel time budget 
Number of trips 
Concentration index 
Observed 
Simulated 
Mobility indicators 
Simplified collection of income data underestimates motorised travel inequalities
Results (2/3): Transport expenditure 
9 
0.0 0.2 0.4 0.6 0.8 1.0 
1.0 
0.8 
0.6 
0.4 
0.2 
0.0 
Cumulative proportion of individuals, ranked by income 
Cumulative proportion of transport expenditure 
Individuals 
Observed 
Simulated 
Cumulative proportion of households, ranked by income Cumulative proportion of transport expenditure 
0.0 0.2 0.4 0.6 0.8 1.0 
1.0 
0.8 
0.6 
0.4 
0.2 
0.0 
Households 
Observed 
Simulated 
Simplified collection of income data: more impacts on disaggregated indicators
Results (3/3): Share of household income on transport 
Q4 
Q3 
Q2 
Transport expenditure and P.T. accessibility of hh location 
Remote 
Accessible 
Simplified collection of income data: improbable estimations for the poorest households 
10 
0 20 40 60 80 100 
Q1 
% of income dedicated to urban transport 
Observed 
Simulated 
­¯ 
¯
Conclusion 
1. Impacts of accurate collection of income data on measurement 
11 
of mobility inequalities 
Less significant for: 
Aggregated indicators (number of trips/TTB for all modes; hh level) 
The most affluent individuals and households 
Significant for: 
Disaggregated indicators (motorised number of trips/TTB; indiv. level) 
Monetary indicators 
The poorest populations (individuals, hhs) 
2. Implications for survey design and administration 
Survey questionnaire 
Respondent burden 
Training of survey staff 
=> Cost of data collection 
3. Implications for public policies (definition, implementation, 
assessment) to reduce poverty and inequalities
Assessment of income and mobility inequalities in Douala: methodological issues 
12 
Thanks for your attention! 
Lourdes Diaz Olvera Didier Plat Pascal Pochet 
lourdes.diaz-olvera@entpe.fr didier.plat@entpe.fr pascal.poche@entpe.fr 
Douala I 
Douala II Douala III 
Douala IV 
Douala, PMU Survey, 2003 
Douala V 
Wouri 
Wouri 
North 0 2 4 km 
Housing area 
Main road 
Railway 
Hydrology 
'Commune' 
Survey area (access.) 
Survey area (remote)

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Assessment of income and mobility inequalities in Douala and Niamey

  • 1. RGS-IBG, Annual International Conference 2014 SESSION: MOBILITIES AND LIVELIHOODS IN DEVELOPING URBAN CONTEXTS ASSESSMENT OF INCOME AND MOBILITY INEQUALITIES IN DOUALA: METHODOLOGICAL ISSUES Lourdes DIAZ OLVERA, Didier PLAT, Pascal POCHET University of Lyon lourdes.diaz-olvera@entpe.fr didier.plat@entpe.fr pascal.poche@entpe.fr Laboratoire d’Economie des Transports UMR du CNRS n° 5593
  • 2. Lourdes Diaz Olvera, Didier Plat and Pascal Pochet are researchers at the Laboratory of Transport Economics (Laboratoire d’Economie des Transports – LET) of the University of Lyon, France. Their research is mainly devoted to urban transport issues in sub-Saharan Africa, such as the determinants of daily mobility, the links between mobility, poverty and social inequalities, and the organisation and operating conditions of public transport supply. Selection of bibliographical references in English: o Behrens, R., Diaz Olvera L., Plat D., Pochet P. (2006). "Collection of passenger travel data in Sub-Saharan African cities: Towards improving survey instruments and procedures." Transport Policy 13(1): 85-96. o Diaz Olvera L., Plat D., Pochet P. (2003). "Transportation conditions and access to services in a context of urban sprawl and deregulation. The case of Dar es Salaam." Transport Policy. Transport and Social Exclusion 10: 287-298. o Diaz Olvera L., Plat D., Pochet P. (2008). Household transport expenditure in Sub-Saharan African cities: Measurement and Analysis. Journal of Transport Geography 16: 1-13. o Diaz Olvera L., Plat D., Pochet P. (2010). Towards a two-tired city? In Calas B., From Dar es Salaam to Bongoland. Urban mutations in Tanzania. Dar es Salaam-Nairobi, Mkuki na Nyota Publishers Ltd - IFRA: 261-278. o Diaz Olvera L., Plat D., Pochet P. (2010). Urban transport: following the course of free enterprise. In Calas B., From Dar es Salaam to Bongoland. Urban mutations in Tanzania. Dar es Salaam-Nairobi, Mkuki na Nyota Publishers Ltd - IFRA: 243-260. o Diaz Olvera L., Plat D., Pochet P., Sahabana M. (2012). "Motorbike taxis in the "transport crisis" of West and Central African cities." EchoGéo 20, 15 p. http://echogeo.revues.org/13080 o Diaz Olvera L., Plat D., Pochet P. (2013). "The puzzle of mobility and access to the city in Sub-Saharan Africa." Journal of Transport Geography 32: 56-64. 2
  • 3. Abstract Socio-spatial inequalities with regard to daily mobility and access to urban amenities are significant in sub-Saharan Africa cities. They are partly related to the low rate of motorised daily travel, the scarcity of transport supply and the cost for travelling. The accurate assessment of the monetary resources of city-dwellers contributes to the appropriate formulation of equitable and pro-poor transport policies. However, collection of income data encounters a number of methodological difficulties which are reinforced by the characteristics of jobs in the informal sector. This paper sets out to show how the way income data is collected affects measured mobility inequalities. We have done this by referring to the PMU (Pauvreté et Mobilité Urbaine) household travel survey carried out in Douala in 2003. The results show that detailed collection of income data from each individual according to its source markedly improves the accuracy of the total income assessment. Also, the impacts of accurate data are not randomly distributed amongst the population. The most significant impacts concern the poorest populations (individuals and households) and disaggregated indicators (number of motorised trips, motorised travel time budget, individual level indicators). These results show evidence that the shortcomings in the statistical apparatus make it more difficult to investigate the links between daily travel, poverty and social exclusion and blur our perception of mobility inequalities. 3
  • 4. Presentation Outline 1. Context 2. Objective and methodology 3. Results Mobility indicators concentration index Transport expenditure concentration curve Individuals, households Share of hh income in transp. concentration index 4. Conclusion 4
  • 5. Contexte 5 1. The monetary measure of poverty and inequality What is the mean number of motorised trips/day for the poorest / wealthiest? What is the share of income spent on transport by the poorest / wealthiest? Is public transport affordable for the poor? What are the effects of transport and planning policies on poverty and inequality reduction? Insufficient knowledge on levels of income and income distribution 2. Data on income is difficult to obtain Share of the informal sector in the labour market Self-employment, domestic/labour, micro-activities, turnover/profit Several income-generating activities Income from other sources than labour: rents, pensions, allowances, gifts ⇒ Variable amount/frequency of personal income Household income: variable composition of households
  • 6. Objective and Methodology (1/2) 6 1. Objective What are the benefits of reliable income data with regard to analysis of mobility inequalities? 2. Methodology • Data: Douala PMU survey (Poverty & Urban Mobility), detailed collection of income data Identification of labour activities for each individual (aged >10 y) Data on income for each labour activity (amount, periodicity) Data on income from other sources, by item (allowance, pension, gifts, etc.; amount, periodicity) => Estimation of monthly personal income • Assessment of the relevancy of accuracy of income data
  • 7. Objective and Methodology (2/2) 7 Income data collection PMU survey: disaggregated Cavie survey: aggregated Comparison of distribution of individuals according to main income source (Individuals with no income: 25% in PMU, 50% in Cavie) Impacts on estimates of inequalities if income data is less accurate in the PMU sample (as in Cavie)? Simulations: “downgrading” the PMU income data Mobility inequalities (concentration curve, concentration index): comparison of initial (observed) PMU income data & simulations Mobility indicators (indiv.) Monetary indicators (indiv., hh)
  • 8. Results (1/3): Mobility 8 0.0 0.1 0.2 0.3 0.4 0.5 Travel time budget (motorised modes) Number of motorised trips Travel time budget Number of trips Concentration index Observed Simulated Mobility indicators Simplified collection of income data underestimates motorised travel inequalities
  • 9. Results (2/3): Transport expenditure 9 0.0 0.2 0.4 0.6 0.8 1.0 1.0 0.8 0.6 0.4 0.2 0.0 Cumulative proportion of individuals, ranked by income Cumulative proportion of transport expenditure Individuals Observed Simulated Cumulative proportion of households, ranked by income Cumulative proportion of transport expenditure 0.0 0.2 0.4 0.6 0.8 1.0 1.0 0.8 0.6 0.4 0.2 0.0 Households Observed Simulated Simplified collection of income data: more impacts on disaggregated indicators
  • 10. Results (3/3): Share of household income on transport Q4 Q3 Q2 Transport expenditure and P.T. accessibility of hh location Remote Accessible Simplified collection of income data: improbable estimations for the poorest households 10 0 20 40 60 80 100 Q1 % of income dedicated to urban transport Observed Simulated ­¯ ¯
  • 11. Conclusion 1. Impacts of accurate collection of income data on measurement 11 of mobility inequalities Less significant for: Aggregated indicators (number of trips/TTB for all modes; hh level) The most affluent individuals and households Significant for: Disaggregated indicators (motorised number of trips/TTB; indiv. level) Monetary indicators The poorest populations (individuals, hhs) 2. Implications for survey design and administration Survey questionnaire Respondent burden Training of survey staff => Cost of data collection 3. Implications for public policies (definition, implementation, assessment) to reduce poverty and inequalities
  • 12. Assessment of income and mobility inequalities in Douala: methodological issues 12 Thanks for your attention! Lourdes Diaz Olvera Didier Plat Pascal Pochet lourdes.diaz-olvera@entpe.fr didier.plat@entpe.fr pascal.poche@entpe.fr Douala I Douala II Douala III Douala IV Douala, PMU Survey, 2003 Douala V Wouri Wouri North 0 2 4 km Housing area Main road Railway Hydrology 'Commune' Survey area (access.) Survey area (remote)