DSM Development
Sharing Lisboa was developed with the guidance of Sharing Cities partner Future Cities Catapult and with the participation of Lisbon partners, over the course of two years, based in several stages considering a user research framework and design workshops involving city representatives, program partners and citizens. The User Research approach applies several methods based on observation, task analysis, among others [
11], allowing to assess citizen’s perceptions on the project’s measures and if they respond adequately to their needs. These different stages included:
Step 1—Citizens needs identification
Step 2—Identification of features and motivations for engagement in the service
Step 3—Co-creation sessions for DSM development
Step 4—Final DSM concept and operational features definition and implementation process
Step 5—Sharing Lisbon mobile application development
Step 6—Sharing Lisboa Pilot Launch
Step 7—Sharing Lisboa assessment
Step 1. Citizens’ needs identification
In this stage, an initial questionnaire was used to recruit citizens to participate in the development of the concept. The selection of participants took into account a profile matrix that considered the type of transport used (private car, public, active and multimodal), energy awareness (high, medium and low), community involvement (high, medium and low) and digital use (super, high, medium, low). Both extreme and representative profiles were recruited. Of the 33 questionnaire survey responses, 11 participants (5 female and 6 male) were selected. Following this selection, the citizens were invited to volunteer in the construction of a Diary Study. This enabled the 11 participants to share in a blog their everyday behaviours, preferences and perspectives through the submission of photos, quotes, etc., related to four themes: daily routines, transportation, energy consumption and community life. An example of one blog entry is presented in
Figure 2.
Step 2. Identification of features and motivations for engagement in the service
After the Diary Study period, 10 of the participants were then invited to participate in individual in-context interviews, to deepen and clarify their diary study contributions and to gain further knowledge on their routines, patterns, ideas, and willingness to accept future smart solutions implemented in the city and how they would respond to different incentives promoting the adoption of those solutions. Eight additional participants were recruited for the interviews covering missing profiles. A total of 18 interviews were conducted (11 female and 7 male) with an average duration of approximately 2 hours. The results allowed the creation of citizen profiles and categorization of data in several themes (as presented in
Figure 3).
The next step was to promote meetings with city representatives and workshops with project partners in order to align the findings previously identified with the strategic priorities of the city of Lisbon and how to best build the DSM as a tool to achieve them. Besides city representatives and project partners, several stakeholders from the mobility and energy areas were also invited to participate. The final Lisbon goals identified can be seen in
Figure 4.
Step 3. Co-creation sessions for DSM development
This stage contemplated workshops with Sharing Cities partners, in which the design and functioning of the DSM, and how it could be adapted to the Lisbon reality and available resources, were discussed. The main outputs of this workshop led to the first design of the DSM concept and user journey adapted to the Lisbon concept and how it could potentially work in the city.
With an initial DSM design and user journey created, the following activity required, once more, the participation of citizens in order to assess their willingness to adopt and use such a service, their perceptions towards the concept, challenges and expectations regarding DSM implementation in the city of Lisbon. For this, a total of three focus group sessions were conducted with a total of 14 citizens. Each session took between one and a half hours to two hours. Participants were recruited bearing in mind that they should reflect the demographics of the demonstration area (e.g., gender, age, employment status, etc.) but divided into heterogeneous groups to ensure a good mix of ideas and perspectives. Based on the information collected, it was possible to organize it into several categories: Dissemination and acceptance of DSM; DSM characteristics; Benefits for participants; and Common causes. Overall, the citizens had a positive acceptance of the DSM; however, it stood out that it was essential to show citizens its usefulness and the educational process to promote behaviour change and decision-making towards sustainability. A transversal theme that was raised in the focus groups was the citizens’ desire to contribute to a cause through such a system and that schools could be the place to start implementing these types of services.
Step 4. Final DSM concept and operational features definition and implementation process
The steps following the Focus Group sessions were to, among the partners, develop the final concept, design and outline the implementation process. Within this stage, all the elements of the DSM were refined such as: main end-users, how to build and engage the community, how to incentive participation and promote behaviour change.
The final concept of Sharing Lisboa is translated into a platform that works as an exchange of goods and services, which will bring citizens together to support a common cause. Based on previous sessions conducted with citizens, a common cause was selected for which citizens could contribute through their participation and engagement. The common cause identified was the educational context with the participation of three schools that competed for the course of one academic year (2018/2019) to win a final prize of EUR 20,000 to spend on energy-efficient measures to improve the school, the other two schools would win a participation prize of EUR 5000 each. Even though the DSM was mainly promoted in the competing schools, not only the school community was involved in it, but also the surrounding community, citizens and local business shops were incentivized to participate.
Three schools were selected taking into account Sharing cities demonstrating area (downtown Lisbon), schools that had no recent building improvements, students ages (8th grade was considered as a target group due to energy efficiency and sustainability concepts being part of the curriculum) and schools located in three different parishes. As such the schools selected were: Escola Nuno Gonçalves, Penha de França; Escola Engenheiro Duarte Pacheco EB2+3, Olaias; and Escola Manuel da Maia, Campo de Ourique. Considering the three schools, a population of approximately 4500 students and 130,000 people from the three neighborhoods could be reached to participate in Sharing Lisboa. The selection of the schools took into consideration several aspects. The first one was that the schools were included in the demonstration area of the project, but in different parishes. Additionally, another aspect to take into consideration was to select schools that did not have any retrofit improvements that could improve the energy consumption of the school and, therefore, not allow a fair comparison of the schools’ results. Elementary schools were excluded mainly due to the fact that, since DSM would mainly work through an APP, students would be required to use a smartphone to participate, and the team considered that students under the age of 10 do not own smartphones so the participation through the APP would only be targeted to adults, excluding the children. So the team then considered that secondary schools were the best group of students, aged between 10 and 15 years, to promote the DSM, particularly students from the 8th grade (13–14 years old) whose educational curriculum starts to address themes such as climate change, energy efficiency, etc.”
Sharing Lisboa aimed to create a sustainable community, promoting behaviour change and the adoption of more sustainable and efficient behaviours, such as: energy-saving behaviours, cycling, walking. Through the adoption of these behaviours, participants earn points that reverted to the cause (school) they supported. Participants could earn points from: walking; cycling; reducing energy consumption; charging an EV; checking-in at local shops; and filling thematic quizzes. Schools earned points by reducing energy consumption. Even though the points won by the participants reverted to the school they supported, after every 200 points won the participants would win a bonus. The bonus to the participants included discounts in the local business network that participated in the DSM. Participants received a voucher through the APP that they could redeem for a discount in one of the shops. They could choose in which shop to use the voucher.
Figure 5 presents the calculations considered for points attribution for each of the behaviours and services from which participants could benefit from.
Since the DSM was implemented in schools, in which several activities and awareness campaigns were promoted among students, teachers, workers and parents, there was a DSM agent totally dedicated to Sharing Lisboa during the development and implementation stages in order to motivate and engage participants. The Sharing Lisboa agent was responsible for promoting and organising meetings with schools’ communities to launch the Sharing Lisboa pilot. A video presenting Sharing Lisboa and explaining how it worked was also made and showed in the schools to motivate participation. Furthermore, several Sharing Lisboa merchandise was produced, such as pencils, umbrellas, headphones, among other to offer the students, teachers and school staff to promote the DSM. Additionally, the agent not only developed activities and regular sessions focused on sustainability, energy efficiency and mobility; but was also periodically present in the three schools with the aim of supporting the community by assessing their perceptions towards the Sharing Lisboa, challenges with APP usage, new ideas proposals, changes needed, etc.
Furthermore, some activities were promoted within the APP throughout the year, like gaining double the points on a specific activity in a specific period (e.g., one week). Regarding users from outside the school community, such as the people living in the neighbourhood and local business stores, the video was used to promote the DSM and leaflets were distributed within the three neighbourhoods.
Furthermore, community interaction activities also took place, aiming for the creation of a local shops network with which the school and neighbourhood communities could interact. Participants were also motivated to propose the inclusion of new businesses.
Regarding users from outside the school community, such as the people living in the neighbourhood and local business stores, the video was used to promote the DSM and leaflets were distributed within the three neighbourhoods.
Step 5. Sharing Lisbon mobile application development
The Sharing Lisboa APP was also developed in the context of co-design using a design-thinking methodology. Within the Lisbon’ consortium, tacking in account all the feedbacks obtained by the involved community, AlticeLabs lead several sessions to collect all the uses cases and define the contents of the app. Beta-tester provided continuous feedback on the APP and its content and Lisbon team met regularly with the technical team to further discuss the app and suggest changes and improvements.
Figure 6 presents how the Sharing Lisboa APP worked. An Android version of the APP was the first to be developed and was launched in November 2018. The IOS version was launched in the first trimester of 2019.
The Sharing Lisboa APP was composed of several components, that were developed with the team following the aims of Sharing Lisboa and the concept developed is presented in
Figure 7:
Integration with external accounts to monitor behaviours (Google Fit, Strava, EDP Distribuiçao, CEiiA);
Participants history page to check progress, points and contributions;
Common causes page to check schools progress, points and contributions; and
Thematic quizzes (sustainable mobility and energy efficiency), used to educate and motivate participants to earn more points.
Step 6. Sharing Lisboa Pilot Launch
The Lisbon Digital Social Market—Sharing Lisboa pilot was launched in November 2018 working for a period of 6 months. During the duration of the Pilot, data were collected through monitoring of the Sharing Lisboa APP.
Step 7. Sharing Lisboa assessment
Data were collected on several indicators such as: number of new registrations, number of total transactions, points obtained, number of specific transactions (e.g., walking, quizzes, etc.), number of kilometers travelled through walking and cycling, number of check-ins performed and number of bonuses claimed. Due to data privacy constraints, it was not possible to collect information on the type of user (e.g., student, teacher, staff, parent, other), gender and age.
In order to assess the impacts of Sharing Lisboa on user behaviour, two questionnaires were conducted. One of the questionnaires aimed to assess energy and mobility patterns and changes in behaviour due to Sharing Lisboa. The second questionnaire was conducted to assess users Sharing Lisboa APP usage patterns (e.g., how many times per day they accessed the APP, average time per usage, etc.). Of the 1260 users, the return of both questionnaires was 3.17% (40 answers) for the former and 1.03% (13 answers) for the latter. Due to privacy issues, it is not possible to connect the answers with the user profile from the Sharing Lisboa APP, which would provide us with more information regarding APP usage patterns.