Brian Michael Jenkins
Bruce R. Butterworth
This monograph is published under the auspices of the National Transportation Security Center at the Norman Y. Mineta Transportation Institute (MTI).
The authors wish to thank the following individuals whose help and guidance were essential: Stephan Parker of the National Academy of Science's Transportation Research Board (TRB); Kelly Leone of the Volpe Transportation Center in Cambridge, Massachusetts; Greg Hull of the American Public Transportation Association (APTA); Roshni Sherbondy, formerly of the Department of Homeland Security, Science and Technology Directorate (for her technical advice on security technologies); and Robert Hertan of APTA's Committee on Public Safety.
The authors are indebted to Janet DeLand for her valuable editing assistance. Thanks are offered also to MTI staff, including Research Director Trixie Johnson, Communications and Special Projects Director Leslee Hamilton, Research and Publications Assistant Sonya Cardenas, Webmaster Barney Murray, and Graphic Artist Shun Nelson. Editing and publication services were provided by Catherine Frazier and Irene Rush.
Organization of This Monograph 4
Scope of the Study and Definition of Terms 7
The Current Terrorist Threat 9
The Objectives of Screening 15
Methods of Selecting and Screening Passengers 19
Threat Information and Racial Profiling 24
Limitations on Passenger Screening 27
General Observations about Attitudes Toward
Security
and Passenger Screening 31
The State of Policies and Planning for Screening 33
Current Passenger Search Procedures and
Contingency
Plans 36
The Role of Screening after an Attack or
Specific
Intelligence Indicating an Attack 38
Technologies for Screening in the
Public-Transit Environment 41
Technology Field Demonstrations to Date 43
The Value of Selective Screening Regimes in
Different
Threat Situations 47
Characteristics of a Good Screening Program 53
Characteristics of an Effective Mass-Transit
Screening
System 53
General Management Practices 54
Conclusions and Recommendations 59
Appendix: Security Survey for Transportation Organizations 61
Scope of the Study and Definition of Terms 65
The Current Terrorist Threat 65
Methods of Selecting and Screening Passengers 66
Limitations on Passenger Screening 66
Technologies for Screening in the Public
Transit
Environment 67
Those charged with the security of public surface transportation systems in the United States face a dilemma. The terrorist threat is unquestionably real, yet terrorist attacks remain statistically remote events. Terrorists see public transportation as an attractive target, but there have been no major attacks on surface transportation in the United States in the past 10 years. Recent terrorist attacks on public transportation systems in Madrid (2004), London (2005), and Mumbai (2006), however, are seen by other terrorists as successes to be emulated, and similar attacks on the United States have been plotted. Were an attack on public transportation in the United States to occur tomorrow, no one could claim to be surprised.
Public or mass transit systems, particularly large urban systems that use heavy and commuter rail, are attractive terrorist targets for several reasons.
First, attacks on urban mass transit create economic harm and great disruption. More than half the workers in the central city areas of New York, New Jersey, and Connecticut use public transit. Nationally, 14 million people use public transit every weekday; another 25 million use it less frequently, but regularly.See "A Guide to Transportation's Role in Public Health Disasters," Surface Transportation Security, Vol. 10, Transportation Research Board, National Cooperative Highway Research Program Report # 525, pp. 60-61.
Disruption of the transit system brings serious economic harm to local economies, more so if it causes a decrease in tourism.
Second, the level of security in surface transportation systems is relatively low. Public transit is designed and must operate as an open system with multiple points of entry and exit. Moreover, the volume of rail and transit passengers, which is significantly higher than in air travel, precludes the imposition of anything approaching the rigorous and costly security procedures now in effect at commercial airports. The delays would be unacceptable, and the net security benefits would be slender.
Third, crowds of anonymous strangers on mass transit create a relatively easy environment in which to attack and also to escape.
Fourth, the crowded, contained environments of rail cars, buses, and tunnels make both conventional explosives and nonconventional attacks more deadly.
The pattern of recent jihadist incidents also suggests public mass transit as a probable target. About one-fifth of all jihadist attacks contemplated or executed since 9/11 have targeted urban mass transportation. The average number of people killed per bomb in the successful attacks is relatively high, and the means for achieving these casualties are neither sophisticated nor expensive.
National terrorism alerts, specific threat information, or attacks on public transportation targets in the United States or elsewhere in the world may dictate that security be increased to prevent additional attacks, discourage copycats and pranksters, and reassure riders. In addition to ongoing efforts to improve the design of transportation facilities and increase surveillance, for example, by deploying closed-circuit television, local authorities and system operators should be prepared to rapidly increase security, even if only temporarily. This has generally been done by exhorting staff and riders to increase their vigilance and by deploying additional police and security personnel in the system. These additional security personnel may act as passive observers, or they may interact with riders, observing their behavior, engaging them in conversation, and selectively searching their carry-on luggage, backpacks, briefcases, purses, and parcels.
Various efforts have been made by federal agencies, nonprofit organizations, and transit operators to increase security.See For a current overview of efforts to increase the security of passengers in rail (including transit) transportation, see Cathleen A. Berrick, Passenger Rail Security: Enhanced Federal Coordination Needed to Prioritize and Guide Security Efforts, Testimony before the Committee on Commerce, Science, and Transportation, Washington, DC: U.S. Government Accountability Office, GAO-07-225T, January 18, 2007. The Department of Transportation (DOT) and the Federal Transit Administration (FTA) have issued useful training materials and guidelines for mass transit. The Department of Homeland Security (DHS) and its Transportation Security Administration (TSA) have also provided funds, guidance, publications, and resource centers. In 2004, TSA included mass transit in its security directives, mandating measures largely based on FTA and American Public Transportation Association (APTA) best practices,See Ibid., p. 14. including increased police officer presence, removing or hardening trash containers, video surveillance around platforms, encouraging passengers to look for suspicious behavior, and randomly inspecting passengers and packages, sometimes using canines. Many of these measures were already in place.See David Randall Peterman, Passenger Rail Security: Overview of Issues, Washington, DC: Congressional Research Service, Order Code RL32625, updated May 26, 2005, p. 2, available at www.fas.org/sgp/crs/homesec/RL32625.pdf. In December 2006, TSA issued a proposed rule that would require transit operators (and certain other transportation operators) to establish a 24-hour security coordinator, immediately report incidents and threats to TSA, and allow DHS/TSA personnel to test, inspect, and conduct other duties within their systems--in other words, TSA appears to be strengthening a federal regulatory system for transit security. See Berrick, op. cit., pp. 16-17.
DHS/TSA has awarded grants for planning, training, equipment, and other security enhancements; has provided direct personnel (for example, federal air marshals) to enhance security; has trained and provided canine teams (53 teams in 13 mass transit systems);See Berrick, op. cit., p. 15. has inspected larger rail systems and provided law enforcement training for local authorities; has developed and tested equipment for detecting explosives and chemicals; and has conducted security assessments to define best practices and vulnerabilities.See "Securing Our Nation's Rail Systems," July 2006, available at www.dhs.gov/xprevprot/programs/editorial_0895.shtm, accessed December 5, 2006. Grant programs have been initiated to assess risks, strengthen security, and bolster both security and emergency response capabilities as part of a consequence-management effort.
The Transportation Research Board (TRB) has published a number of practical studies and guidance materials on subjects ranging from emergency planning to communications, robotics devices, and exercises and drills. APTA has a vigorous program of standards development and auditing and has developed useful best practices. The Mineta Transportation Institute (MTI) has produced several useful works on transportation security.1
By and large, these efforts have focused on risk assessment; the need to create additional detection and deterrence, primarily through passive means such as surveillance and observation; and consequence management. Calls for action in Congress focus on federal funding in general and have not considered whether any kind of passenger screening could be introduced in public transit, or under what circumstances. The issue is only now being addressed, although the DHS Science and Technology Directorate (DHS/S&T) and TSA demonstrations of technology to assist in screening have been useful.
Despite the fact that TSA security directives apparently touch on random screening of bags and passengers and eight transit agencies use behavioral observation to "screen" passengers,See Berrick, op. cit., p. 19. only two transit agencies have active programs of passenger screening that include inspection. Both of these programs involve partial, voluntary screening. However, interviews with transit officials suggest that most are keenly aware of the need for screening, and most believe that at some time in the future they will possibly, or even probably, have to implement a screening system that includes passenger inspections.
While screening is the most effective way to combine the essential elements of deterrence and defense, a host of factors--including resource limitations, legal constraints, and public acceptance--make transit authorities view this prospect with great trepidation. Anyone who has been through the development and implementation of airport screening knows that operators face a set of conflicting problems that can be managed but not fully solved.
In the case of mass transit, the only screening approach that is practical--screening less than 100 percent of all passengers--is the one the U.S. population resists the most. There is a general distrust of anything that seems intrusive and is not egalitarian, as well as dissatisfaction with any security solution that does not promise certainty of success. Until the traveling public understands security better and accepts a more realistic long-term level of risk, it will want passive security that promises full protection, equal treatment, and no delay--currently an impossible set of demands to meet.
Still, we strongly believe that maintaining the status quo is just as wrong as trying to implement a screening solution that is fundamentally incompatible with mass transit. We have, therefore, attempted to identify a screening approach that can be sustained for the long term, one that reduces risk while maintaining operational efficiency and public support.
Selective screening raises a number of questions regarding utility, effectiveness, application, workforce requirements, costs, public acceptance, even legality. This report addresses the following questions:
If 100 percent screening is not possible, do selective searches make sense?
If only some passengers are screened, where there is no specific intelligence, what should be the appropriate selection process?
What combinations of selection methods are appropriate under different conditions?
What role can current and future technology play in passenger screening?
We review the current terrorist threat, which suggests a challenge to security that seems almost certain to persist because attacks on public or mass transportation, urban mass transit in particular, offer terrorists a good "return on investment"; and we examine the objectives and benefits of selective passenger screening and measures of its effectiveness.
The document is organized as follows:
The first chapter, See Scope of the Study and Definition of Terms defines the forms of public transportation considered in the report.
Next, See The Current Terrorist Threat examines past jihadist attacks, modes of operation, and trends, and identifies factors that are of particular relevance to public surface transportation generally and urban mass transit in particular. It assesses the value of urban mass transit as a jihadist target in absolute and relative terms.
specifies the goals screening should be designed (and not designed) to accomplish in the current threat environment.
See Methods of Selecting and Screening Passengers describes different methods of selecting and screening passengers.
See Limitations on Passenger Screening considers the structural, operational, legal, and public limitations on security screening, in particular, selective screening.
See Current Practices provides a snapshot of current security surveillance and screening practices and plans for future implementation to provide an appropriate level of security in the public transit environment.
See Technologies for Screening in the Public-Transit Environment briefly explores what technology can and cannot do now, and what it may be able to do in the future.
See The Value of Selective Screening Regimes in Different Threat Situations explores whether the screening of less than 100 percent of passengers provides value, the kinds of selection methods that are available, and the optimal mixes for different threat environments.
points out some basic mandates for maintaining effective and professional screening.
The final chapter, See Conclusions and Recommendations summarizes our answers to the questions addressed in the study and presents some key recommendations for the transit industry and the government.
This document concludes with an appendix that presents a security survey administered to transportation organizations; endnotes; abbreviations and acronyms; a bibliography; information about the monograph's authors; and an explanation of the report's peer review process.
Our conclusions and recommendations are summarized below:
Terrorists see urban mass transportation as an attractive target--an easy means of inflicting civilian casualties, causing massive disruption, and provoking alarm. This threat will persist for years to come.
Screening 100 percent of urban mass transit passengers is not a realistic security option. The human resources required, added security costs, and delays would destroy urban mass transit.
The goal of any security measure is risk reduction, not the prevention of all attacks. Selective searches can contribute to deterrence, oblige terrorists to take greater risks, complicate their planning, force them to use smaller amounts of explosives, and, better yet, divert them to less lucrative venues, thereby reducing casualties.
The introduction of any passenger-screening program, especially one that involves selection, runs against Americans' preference for security that is passive and egalitarian. Screening programs must be carefully planned and closely managed to reduce the inevitable allegations of discrimination or profiling based upon race or ethnicity.
A good selection process must be planned in advance; must be based on clear policies and procedures; must combine random selection, behavioral profiling, and specific or general threat information; must maximize unpredictability and deterrence; must allow for program expansion, redeployment, and reduction; should use existing technology; and must maximize interaction with riders, but not in a way that is perceived as harassment.
Scope of the Study and Definition of Terms
Profiling can distinguish by behavior (e.g., buying a one-way airline ticket); a combination of behavior and appearance (e.g., wearing a large loose overcoat in weather not calling for overcoats); or appearance alone (apparent racial or ethnic identity). Singling out particular types of clothing (that is, clothing that could conceal weapons or explosives) or particular sizes of packages (those that could conceal weapons or explosives) could be deemed profiling and could be used to target security screening. However, the term "profiling" most commonly calls to mind racial or ethnic profiling, which has given rise to considerable controversy. It should be noted that the use of racial classifications are [sic] not per se unconstitutional, but [they] are subject to strict scrutiny to justify them.See Jocelyn Waite, "The Case for Searches on Public Transportation," TRB Legal Research Digest, No. 22, October 2005 (published under TCRP Project J-5, "Legal Aspects of Transit and Intermodal Transportation Programs"), pp. 18-19.
Certain kinds of clothing or bags can conceal weapons or explosives. Where specific threat information about a weapon or device is available, passengers could be selected for screening on the basis of the size or type of bag or parcel they are carrying.
Time and route of travel. Selective screening can focus on routes and stations that are the most central to the system and through which the greatest number of people travel. Both the Madrid and London bombings took place during the rush hour, and although the terrorists initially entered at other stations, the attacks focused on central stations and trains at times of peak capacity. Locations where evacuation or access by emergency personnel are the most difficult--including trains between stations--could also be factors in deploying searches. Countering an attack that might involve chemical, biological, radiological, and nuclear (CBRN) weapons would entail different considerations, including a focus on places where air circulation could reach the greatest number of people.
There is no technological method for screening all mass transit passengers as is done in airports, and the development and deployment of technologies suitable for screening passengers in a rail environment for explosives at standoff distances of 10 meters or more is many years off. However, using technology to search those selected more effectively by some other means holds out some intriguing possibilities, if only because the amounts of explosives used in the London and Madrid bombs were 10 to 20 times the amounts that can bring down a pressurized airliner and are thus relatively easy to detect, even in the "dirtier," more cluttered, fast-moving environment of mass transit.
Well-trained canine teams are available now and could be considered an effective "technology." Subject to proper quality controls and training and used for short periods of time, a well-functioning and alert canine team can be effective at detecting particles and vapors of explosives. The dogs have the unique ability to follow the vapor to its source and therefore hold considerable promise for examining suspicious or unaccompanied bags and for searching areas after an alert. If trained to focus on people in a transit environment rather than objects, they can also help screen passengers. However, "the potential benefits of K-9 deployment will not be achieved in the transportation environment unless management actively attempts to understand what will be gained from the K-9 unit and how its performance can be measured."See K-9 Units in Public Transportation: A Guide for Decision Makers, Report 86: Public Transportation Security, Vol. 2, Washington, DC: TRB Transit Cooperative Research Program, June 2002, p. vii. This guide did not consider canine units for routine screening of passengers. Public and handler response to canines is generally positive and can mask the significant challenges of ensuring solid initial and recurrent training and acceptable detection, particularly since most search dogs cannot function accurately for more than 30 minutes at a time. This factor suggests that the only canine approach to 100 percent screening would be to rotate large numbers of search dogs trained specifically to focus on moving people in a transit environment, which could entail many complications and costs.
Limitations on Passenger Screening
Because of time and budgetary constraints, site visits were not made to verify the information provided. Nevertheless, the responses provide an informative outline of security surveillance and screening practices in place now and plans for future implementations; current resources and constraints; and prevailing concepts about the challenges of providing an appropriate level of security in a public-transit environment. The responses are generally consistent with the Government Accountability Office's (GAO's) January 18, 2007, report on passenger rail security.See Berrick, op. cit.