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1 Intermodal Case Studies Extension & Dissemination: Intermodal Case Studies - Phase II: Progress Report Professor Patrick Sherry National Center for Intermodal Transportation Taipei Taiwan July 10, 2007

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Intermodal Case StudiesExtension & Dissemination:

Intermodal Case Studies - Phase II: Progress Report

Professor Patrick Sherry

National Center for Intermodal Transportation

Taipei Taiwan

July 10, 2007

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The Case Study: An Educational Tool

Case studies are used as a teaching tool to show the application of a theory or concept to real situations.

The “teaching case” is an empirical, field-based document that represents a slice of reality - a particular time and place in the life of a real organization.

Case studies foster learning within the organization or economy on many various issues.

The use of case studies as a teaching tool was originally pioneered by Harvard Business School.

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Case Study: An Educational Tool

The case study is a teaching tool to provide a real world example used to stimulate discussion and the exchange of ideas about challenges and opportunities in intermodal transportation.

The effort to increase trade and commerce between APEC economies is based on the belief that open communication and dialogue, and a sharing of technology and techniques will benefit all economies. The case study helps to accomplish these goals.

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Background

This project is both a new project, and also an extension of TPT 03/2000 T , successfully completed in Manila in March of 2002,

The workshop, entitled "The Implementation and Utilization of New Technologies in Intermodal Transportation in Asia-Pacific Trade" included a detailed study of the intermodal system of the Seattle Washington USA region.

Building upon the success of this project, the Intermodal Task Force would like to extend the work of TPT 03/2002 T, to include the development of additional case studies that could be used for similar purposes, namely, that of developing the skills and competencies of transportation professionals throughout the APEC region.

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Three Phases

Currently in Progress

Part I: Refine and Update Existing Case Study

Part II: Develop Criteria for Selecting and Identifying Sites and Issues for Additional Case Studies

Planned

Part III: Develop and Disseminate four (4) new case studies

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Phases I & II

Phase I

Update and revise content

Rewrite materials as needed

Expand data included in the supporting documentation

Conduct additional interviews as needed

Submit interviews for editing

Disseminate material on web

Phase II

Develop criteria for additional case studies

Development a set of criteria that can be used to develop additional case study and educational materials.

Identify additional sites for study.

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Status Report: Phases I & II

Phase I

Update and revise content

Rewrite materials as needed

Expand data included in the supporting documentation

Conduct additional interviews as needed

Make video interviews available on web

Disseminate material (posted on web site)

Phase II

Develop a set of criteria that can be used to develop additional case study and educational materials.

Identify additional sites for study.

Completed

Completed

Completed

Completed

Completed

Completed

Completed

Completed

Completed

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Criteria for Additional Case Studies

After extensive discussions the following criteria were identified

- Reflect a range of developed to undeveloped locations

- Reflect the range of problems experienced by APEC economies

- Reflect the challenges faced by APEC economies

- Reflect a range of both land and sea transportation challenges

- Represent best practices available

- Reflect most up-to-date technologies

- Reflect intermodal and nodal options

- Reflect range of intelligent transportation system technologies

- Location sponsors demonstrate sufficient support to gather data and material to present

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verSuggested Locations

Locations currently under consideration:

Indonesia – Jakarta

Ho Chi Minh City

Hong Kong or Shanghai

Tokyo

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The Current Case Study

APEC sponsored a study of congestion points in the APEC region

Using an area that is convenient and somewhat similar to the needs and challenges faced by other APEC economies

The Puget Sound area was identified as one of the key areas in need of further study

As such, a case study on the particular issues, concerns, and challenges of this area was prepared for use as a training tool for APEC economies

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verCase Study Extension

The Case Study is being extended through the addition of new material and information that is relevant to the continued development of the region.

Additional information enables more appropriate and in-depth exploration of the material in classroom settings.

The Puget Sound region has many similarities to other APEC pacific rim economies.

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New Content: More Projects

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The Puget Sound Region

The Port of Seattle and the Port of Tacoma together form the second largest freight gateway for containerized cargo in North America

An estimated 100 million containers a year are shipped to ports around the world

The Puget Sound Region together rank as the third largest freight gateway for containerized cargo in North America

The Supply Chain

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Port Capacity

Source:Hanh (2003)

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Gateway to Chicago

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verPuget Sound Capacity

Container Traffic at West Coast Ports

Source: Hanh (2003)

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verSupply Chain: Impacts

Road

Rail

Aviation

Ocean

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Freight

Over 70% of the imported containers that enter the Puget Sound region are in fact headed for points elsewhere in the US

The majority of the imported goods passing through the port are considered “high value” which command a premium and are the main source of revenue for the railroads and shipping lines

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Road

Seattle has one of the worst traffic congestion problems in the country

Approximately a 20% increase in travel times between sites Commuter restrictions on oversized load items Unable to deliver customer products Long term and short term construction projects increase the

congestion

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Rail

Reduced service due to rail congestion

BNSF delays in Spokane cause additional delays in Seattle

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Ocean Freight

Port operations are typically day shift only on weekdays

Vessels typically arrive on weekends

Truck access to ports is limited

FAST

FAST projects are strategically located along the freight corridor

A plan for developing these projects is in place

Public private partnerships develop the priorities for implementing projects

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Current Challenges

Competition

Long Beach and Los Angeles

Vancouver Tacoma

Public perception and involvement

Extremely important to its ability to maintain revenue streams and develop infrastructure

Port Operations

Excessive spending, salaries, and bureaucracy

Technology

Labor issues

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Evaluation of Current Case Study

Workshop Component Evaluation

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

Case Group Discussion

Panel Presentations

Site Visit

What was the most helpful aspect of the workshop?

Pe

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Dissemination

Text of Case study on the Web

Supplemental videos also on the web

Please Must request download access

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www.Blackboard.du.edu

Need password

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Part IIIDetail

Part III (planned – not underway)

Develop four (4) additional case study materials for use in educational activities throughout the APEC region.

Develop written materials for each of the case studies describing the intermodal system in the designated region.

Identify additional background and source material relevant to the location for each of the case studies.

Develop at least one of the case studies that will deal extensively with security issues.

Prepare transcripts of interviews with key individuals who have expert knowledge about the region will be provided.

Prepare video taped interviews with key informants for each case study.

Develop discussion questions for each of the case studies.

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Phase III

- Identify co-sponsors of project

- Have co-sponsors nominate project for APEC funding

- Submit formal funding request at next APEC meeting