Toolkit for Estimating Demand for Rural Intercity Bus Services (2011)

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E-1 A P P E N D I X E Instructions for Use of the Toolkit CD for Estimating Demand of Rural Intercity Bus Services Minimum System Requirements, E-2 Opening the Toolkit, E-2 For Excel 2000 and 2003, E-2 For Excel 2007, E-4 For Excel 2010, E-8 Using the Toolkit, E-11 Main Page, E-11 Inputs Page, E-11 Output Page, E-12 Manual Adjustment Page, E-12

E-2 Minimum System Requirements • One of the following versions of Microsoft Excel for Windows: – 2000 – 2003 – 2007 – 2010 • The toolkit will not work on Mac versions of Excel. • Macros need to be enabled (instructions on enabling macros are provided below). Opening the Toolkit The toolkit was developed in Excel and contains macros. For this toolkit to work properly, the macros need to be allowed to run. Opening the workbook and enabling the macros will be slightly different depending on which version of Excel is being used. To enable the macros and open the toolkit, the user should follow the following instructions for the appropriate version of Excel. For Excel 2000 and 2003 1. Open the file labeled “Toolkit” that is located on the CD. 2. Upon opening the toolkit a Security Warning dialog box will appear. Click “Enable Macros.” See Figure E-1. Figure E-1.

E-3 3. The toolkit should now open and be ready for use. For instructions on using the toolkit, refer to the section of this document entitled “Using the Toolkit.” However, if it does not open, you will need to continue with the next steps. Adjust Macro Security Level 4. If you get the dialog box shown in Figure E-2 or a warning indicating the security level is set too high, click “OK” and continue with the next steps to adjust the macro security level. Figure E-2. 5. Close the toolkit and select “No” so as to not save any changes to the toolkit. Do not close Excel. 6. With the toolkit closed and Excel still open, click on “Tools,” then “Macro,” then “Security,” as can be seen in Figure E-3. Figure E-3.

E-4 7. Then click “Medium,” then “OK.” See Figure E-4. Figure E-4. 8. Now go back to Step 1 to open the toolkit. For Excel 2007 1. Open the file labeled “Toolkit” that is located on the CD. 2. Click on “Options” in the pop-up Security Warning, as shown in Figure E-5.

E-5 Figure E-5. 3. Click on “Enable this content.”See Figure E-6. Figure E-6. 4. Click “OK.” 5. The toolkit is now ready for use. For instructions on using the toolkit, refer to the section of this document entitled “Using the Toolkit.”

E-6 Adjust Macro Security Level 6. If you get the dialog box shown in Figure E-7 or a warning indicating the security level is set too high, click “OK” and continue with the next steps to adjust the macro security level. Figure E-7. 7. Close the toolkit without saving any changes. Do not close Excel. 8. In Excel, click the Office symbol on the top left corner then click “Excel Options,” as shown in Figure E-8. Figure E-8.

E-7 9. Click “Trust Center,” then click “Trust Center Settings.” See Figure E-9. Figure E-9. 10. Click “Macro Settings” and make sure “Disable all macros with notification” is checked. See Figure E-10. Figure E-10.

E-8 11. Click “OK.” 12. Go back to Step 1 to open the toolkit. For Excel 2010 1. Open the file labeled “Toolkit” that is located on the CD. 2. Click on “Enable Content” in the pop-up Security Warning, as shown in Figure E-11. Figure E-11. 3. Click “Yes.” See Figure E-12. Figure E-12.

E-9 4. The toolkit is now ready for use. For instructions on using the toolkit, refer to the section of this document entitled “Using the Toolkit.” Adjust Macro Security Level 5. If you get the dialog box in Figure E-13 when beginning to use the toolkit, then the macro security setting needs to be adjusted. Click “OK” to close the dialog box. Figure E-13. 6. Close the toolkit without saving any changes to the toolkit. Do not close Excel. 7. Click “File,” then “Options,” as shown in Figure E-14. Figure E-14.

E-10 8. Click “Trust Center,” then “Trust Center Settings.” See Figure E-15. Figure E-15. 9. Click “Macro Settings” and make sure the “Disable all macros with notification” is checked. See Figure E-16. Figure E-16. 10. Click “OK.” 11. Go back to Step 1 to open the toolkit.

E-11 Using the Toolkit The Rural Intercity Bus Service Demand Model was developed in Microsoft Excel and does not require much Excel experience. The toolkit has four pages: • Main Page • Inputs Page • Output Page • Manual Adjustment Page The following sections provide brief descriptions of each page and how to navigate between the pages. Main Page This is the page that will display each time the toolkit is opened. The main page provides a brief description of the purpose of the toolkit with hyperlinks (text that is highlighted in blue can be clicked on to go to the related information) to provide information on how the toolkit was developed, the applicability of the toolkit, and steps in applying the toolkit. From this page, the Inputs page is reached by clicking on the “Input Worksheet” button. Inputs Page This page consists of drop-down menus to select the state and the locations proposed for service on the route for which demand is to be estimated. The page also consists of check boxes and a box for entering the route length to further define the proposed intercity bus service. Additional information on each of these inputs is provided through hyperlinks (text highlighted in blue) on this page that when clicked on will provide information on each of the respective input variables. Enter the variables as follows: 1. Select your state in the drop-down menu. 2. If an airport or correctional facility will be served along the route, check the respective box. 3. If the service will be operated by a national intercity bus carrier, check the “National Intercity Bus Carrier” box. 4. Fill in the estimated one-way length (in miles) of the route in the “Route Length” box.

E-12 5. On the drop-down menu, select the locations along the proposed route that would receive service. 6. To generate the results and navigate to the Output page, click on the “Click Here for Results” button. To reset all the fields click on the “Click Here to Reset Fields” button. Output Page Based on the inputs that were provided on the Inputs page, this page provides the results of the two different demand models developed for use in the toolkit—the regression and the trip rate model. Also provided on the Output page is information about comparable routes (from the database used to develop the models) that have similar operating characteristics to the route proposed by the user. To change some of the inputs, click on the “Back to Inputs” button to navigate back to the Inputs page. To make manual adjustments to the trip rate model, click on the “Adjustment Worksheet” button. Manual Adjustment Page This page allows you to make manual adjustments to the results of the trip rate model by changing the estimated demand at individual stops along the proposed route, as described in the hyperlinked text. You can manually key in the adjusted demand in the boxes that are provided for each stop under the Manually Adjusted Trip Rate Demand column. If no adjustment is necessary for a particular stop location, the value will default to the original estimated trip rate demand. To navigate back to the Inputs page, click on the “Back to Inputs” button. To navigate back to the Output page, click on the “Back to Results” button. Navigating out of the Manual Adjustment page will reset all of the values that were manually keyed in.