September 26, 2018

Wollaston: Where Did They Go?

In the spring of 2018, the MBTA temporarily closed Wollaston Station for construction. Where did all the old Wollaston riders go?

Wollaston Station construction. Photo credit: Susana Hey, MBTA, 2018

Wollaston Station is located on the Braintree branch, wedged between North Quincy (to the north) and Quincy Center (to the south). During the month of October 2017, an average of 3,489 people tapped into Wollaston Station every weekday. A couple of months later, in the spring of 2018, the MBTA temporarily closed Wollaston Station for construction. Where did all the old Wollaston riders go?

How our riders changed their behavior matters to us for two main reasons. From the data perspective, we need to know the closure affected our riders in order to update the estimates of passengers in our origin-destination matrix. If riders switched to other stations, we need to adjust the passenger rates accordingly to maintain the most accurate weighting for our reliability metrics. For more detail on how these metrics are calculated, check out the blog post Explaining Subway Reliability. From the service provider perspective, we know station closures are hard on our riders, particularly those who use the MBTA for regular commutes. Understanding how this particular construction affects our riders and our ridership can be used to improve station closures in the future. One example is that identifying patterns of ridership change enables us to better estimate demand for replacement services like shuttle buses.

For this analysis, we identified a core group of riders who frequently used Wollaston Station in October of 2017. We then captured how their travel patterns may have changed in April, after the station had closed. Finally, we scaled our results up to the total Wollaston ridership to get estimates for the raw number of riders for our metrics.

The hypothesis:

While Wollaston is closed, shuttle service is being provided to connect the station with its neighbors on the Red Line (North Quincy and Quincy Center). Riders who would usually use Wollaston may have switched to a different mode of public transit like bus, started using an alternative station nearby (whether going there directly or taking the shuttle), or simply stopped making trips on the MBTA altogether. Given our interest in updating passenger rates at stations and in knowing how the disruption affected travel demand, we focused on identifying how many of our riders switched to other rapid transit stations, and how many we no longer see using the system.

The most comprehensive data we have available are our riders' CharlieCards. We used the anonymous unique identification numbers to see in aggregate who used Wollaston station when it was open, and what they chose to do after it closed.

Setting the scene:

In October of 2017, 14,605 unique CharlieCards tapped into the station. Analyzing the behavior of infrequent riders presented a myriad of issues because our data source does not allow us to capture intention. We could not determine if someone who boarded at another station would have used these stations normally, or if their behavior was because Wollaston Station closed. Instead, we strategically selected a group of “frequent Wollaston riders,” who regularly boarded at Wollaston Station before its closure. These frequent Wollaston riders did have identifiable travel patterns, and we could capture more confidently how these travel patterns changed.

There are no formal definitions for what it means to be a frequent rider with the MBTA, which gave us the flexibility to make our own data informed cut off. Wollaston Station is surrounded by urbanized neighborhoods and has a parking garage with around 500 spaces. This suggests that the station is predominately used by locals for their daily commute rather than one time ridership we see at Airport or other stations with major tourist attractions. Using data from October 2017, we mapped out patterns in rider behavior. For cards that tapped into Wollaston Station in October, 12% tapped into Wollaston Station only once. Our threshold for frequent riders needed to be high enough for there to be a recognizable pattern of travel behavior, yet still have a substantial number of riders included.  We set our cut off to be riders who tapped into Wollaston Station at least four times a week or at least 12 times in a month, honing in on riders who likely commute to work or school at least four of the five work week days. Eighteen percent of tickets and CharlieCards that tapped into Wollaston Station in October 2017 were classified as “frequent” under this definition. These 18% of cards comprised over 60% of all the taps, confirming our hypothesis about the prominence of commuting.

Given the static nature of the origin of commuters (it seems unlikely that anybody moved homes due to a temporary station closure), we figured that closing Wollaston would push riders to switch to the neighboring stations: North Quincy and Quincy Center. The MBTA does not require riders to tap their card on the shuttle system that currently runs between the stations, which means we weren't able to tell if someone boarded the shuttle at Wollaston or accessed North Quincy or Quincy Center directly.

The core of the analysis was thus to identify the cohort of “frequent riders” who used Wollaston Station when it was open in October 2017, and track in aggregate which station these riders turned to in April 2018, after the closure.

The control:

We needed a control station to establish an estimated CharlieCard churn rate at the station level. Riders regularly lose their cards, get new cards, or use multiple cards. Even though we may “lose” a portion of CharlieCards in our analysis, the riders themselves may still be making the same commute under a different card number. We expected to lose track of a portion of the frequent riders, even though we weren't losing them from our system and their travel patterns weren't changing. With no control, we would have dramatically overestimated the number of riders who left our system entirely.

We initially selected Quincy Adams as our control station. We identified a cohort of frequent riders in October of 2017 using the same definition (CharlieCards that tapped into the station at least four times per week) and we counted how many of those same cards appeared as frequent riders in April of 2018. Sixty eight percent of the October frequent riders were still frequent riders in April, suggesting a natural churn rate over this time of 34%. One of our major assumptions in this analysis is that the travel patterns of these “churn” riders is not different than those who kept their same CharlieCard for the time frame. When we ran the same analysis on Andrew, we discovered the churn rate at Andrew was significantly higher, nearly 40%.

The variation in churn rates in the control stations suggested that the churn is affected by geographical factors or other station-specific characteristics. After running several more parallel analyses, we decided that using the churn rate from Wollaston Station for the year before would be the most unbiased control. To avoid possible effects of seasonality (perhaps the nicer weather in October draws more people to use alternative modes), our baseline churn rate was calculated as the churn at Wollaston Station between October 2016 and April 2017. This churn rate, 32.5%, became our control; 32% of CharlieCards that tapped into Wollaston in October did not tap into Wollaston in April. Our two assumptions are that the churn rate is the same the following year, and that the riders who are part of this churn do not behave differently than their counterparts. That is to say, any behavior patterns we see in riders who do keep their card can be extrapolated onto the group of riders who don't.

*percentage of frequent riders in October who do not appear as frequent riders the following April

The analysis:

The end analysis boils down to fractions with carefully defined numerators and denominators. Let's start with defining the numerators.

The numerators are the percentages of our previously identified frequent riders before the closure that became frequent riders at the respective stations after the closure. Of the 100% of frequent riders at Wollaston Station in October who appeared as such, we estimate that 43.7% switched their travel patterns and began using one of the neighboring stations as a replacement for these trips. 36.6% of these frequent riders switched to North Quincy (NQ), and 7% of the frequent riders switched to Quincy Center (QC). A quick check confirmed that there were no riders who were frequent riders at Wollaston Station and either of the new stations (NQ and QC) in October; thus we can confidently say that this cohort of riders shifted their behavior from frequently using Wollaston station to frequently using either North Quincy or Quincy Center.

The denominator is the pool of people we believe are reacting to the station closure. This includes people who switched stations as well as people whose card data we no longer saw. To derive the number of people we didn't see, we returned to the same cohort of frequent riders from October. We already calculated that 43.7% of riders switched to neighboring stations, and from our control group, we have an estimated CharlieCard churn rate of 32.5%. We also estimate that 14% of riders became infrequent due to extraneous reasons. This rate was calculated using our control group of Wollaston Station the year before, and confirmed to be relatively standard, as the average drop to infrequency in the other four stations we tested came out to be 17%. These are people who partway through the month could have changed CharlieCards or commutes. That leaves 9.8% of our frequent riders in October 2017 unaccounted for. We believe these 9.8% of riders are the people who changed modes because of the station closure. Thus, the total percentage of frequent riders who changed their behavior in response to the closure, either leaving or switching to neighboring stations is the summation of 43.7% and 9.8%, or 53.4%.

Scale up: 

In order to scale our findings up to the entire population of Wollaston riders, we have to make two significant assumptions. The first is that the same patterns of behavior from these frequent riders apply to the frequent riders who were part of the churn rate. This is not too hard to believe, at least when looking at patterns in aggregate estimations. The second assumption is that infrequent riders would exhibit similar travel patterns in response to station closure as frequent riders. Although this assumption is arguably weak, from a data perspective we have some wiggle room. Since frequent riders, while small in number, make up the vast majority of taps, the lower levels of precision are unlikely to affect our results significantly. We ran a couple of additional analyses to ensure that riders who were counted as “frequent riders” at Wollaston station in October of 2017 were not also “frequent riders” at North Quincy or Quincy Center during that same month. (They weren't.)

Conclusion:

So, where did all our Wollaston riders go? We believe 68% started using North Quincy, 13% started using Quincy Center, and 18% left to other modes, including other MBTA services. The difference between North Quincy and Quincy Center uptake makes sense given their geographical contexts because North Quincy is both closer to downtown and closer to Wollaston Station. If you haven't been to these stations, you should jump on the Red Line and head out to Quincy to explore! Hopefully 68.52% of you will hop off at North Quincy!