Frequency-based transit assignment considering seat capacities

This paper proposes a frequency-based assignment model that considers travellers probability of finding a seat in their perception of route cost and hence also their route choice. The model introduces a “fail-to-sit” probability at boarding points with travel costs based on the likelihood of travelling seated or standing. Priority rules are considered; in particular it is assumed that standing on-board passengers will occupy any available seats of alighting passengers before newly boarding passengers can fill any remaining seats. At the boarding point passengers are assumed to mingle, meaning that FIFO is not observed, as is the case for many crowded bus and metro stops, particularly in European countries. The route choice considers the common lines problem and an user equilibrium solution is sought through a Markov type network loading process and the method of successive averages. The model is first illustrated with a small example network before being applied to the inner zone of London’s underground network. The effect of different values passengers might attach to finding a seat are illustrated. Applications of the model for transit planning as well as for information provision at the journey planner stage are discussed.     

Schedule-based transit assignment model with vehicle capacity and seat availability

In this paper, we propose a new schedule-based equilibrium transit assignment model that differentiates the discomfort level experienced by sitting and standing passengers. The notion of seat allocation has not been considered explicitly and analytically in previous schedule-based frameworks. The model assumes that passengers use strategies when traveling from their origin to their destination. When loading a vehicle, standing on-board passengers continuing to the next station have priority to get available seats and waiting passengers are loaded on a First-Come-First-Serve (FCFS) principle. The stimulus of a standing passenger to sit increases with his/her remaining journey length and time already spent on-board. When a vehicle is full, passengers unable to board must wait for the next vehicle to arrive. The equilibrium conditions can be stated as a variational inequality involving a vector-valued function of expected strategy costs. To find a solution, we adopt the method of successive averages (MSA) that generates strategies during each iteration by solving a dynamic program. Numerical results are also reported to show the effects of our model on the travel strategies and departure time choices of passengers.     

A new schedule-based transit assignment model with travel strategies and supply uncertainties

This paper proposes a new scheduled-based transit assignment model. Unlike other schedule-based models in the literature, we consider supply uncertainties and assume that users adopt strategies to travel from their origins to their destinations. We present an analytical formulation to ensure that on-board passengers continuing to the next stop have priority and waiting passengers are loaded on a first-come-first-serve basis. We propose an analytical model that captures the stochastic nature of the transit schedules and in-vehicle travel times due to road conditions, incidents, or adverse weather. We adopt a mean variance approach that can consider the covariance of travel time between links in a space–time graph but still lead to a robust transit network loading procedure when optimal strategies are adopted. The proposed model is formulated as a user equilibrium problem and solved by an MSA-type algorithm. Numerical results are reported to show the effects of supply uncertainties on the travel strategies and departure times of passengers.     

On seat capacity in traffic assignment to a transit network

Seating or standing make distinct on‐board states to a transit rider, yielding distinct discomfort costs, with potential influence on the passenger route choice onto the transit network. The paper provides a transit assignment model that captures the seating capacity and its occupancy along any transit route. The main assumptions pertain to: the seat capacity by service route, selfish user behaviour, a seat allocation process with priority rules among the riders, according to their prior state either on‐board or at boarding. To each transit leg from access to egress station is associated a set of ‘service modes’, among which the riders are assigned in a probabilistic way, conditionally on their priority status and the ratio between the available capacity and the flow of them. Thus the leg cost is a random variable, with mean value to be included in the trip disutility. Computationally efficient algorithms are provided for, respectively, loading the leg flows and evaluating the leg costs along a transit line. At the network level, a hyperpath formulation is provided for supply‐demand equilibrium, together with a property of existence and an method of successive averages equilibration algorithm. It is shown that multiple equilibria may arise. Copyright © 2010 John Wiley & Sons, Ltd.     

Network equilibrium for congested multi‐mode networks with elastic demand

This paper proposes an elastic demand network equilibrium model for networks with transit and walking modes. In Hong Kong, the multi‐mode transit system services over 90% of the total journeys and the demand on it is continuously increasing. Transit and walking modes are related to each other as transit passengers have to walk to and from transit stops. In this paper, the multi‐mode elastic‐demand network equilibrium problem is formulated as a variational inequality problem where the combined mode and route choices are modeled in a hierarchical logit structures and the total travel demand for each origin‐destination pair is explicitly given by an elastic demand function. In addition, the capacity constraint for transit vehicles and the effects of bi‐directional flows on walkways are considered in the proposed model. All these congestion effects are taken into account for modeling the travel choices. A solution algorithm is developed to solve the multi‐mode elastic‐demand network equilibrium model. It is based on a Block Gauss‐Seidel decomposition approach coupled with the method of successive averages. A numerical example is used to illustrate the application of the proposed model and solution algorithm.     

Itinerary choice and advance ticket booking for high-speed-railway network services

This paper formulates and examines the passenger flow assignment (itinerary choice) problem in high-speed railway (HSR) systems with multiple-class users and multiple-class seats, given the train schedules and time-varying travel demand. In particular, we take into account advance booking cost of travelers in the itinerary choice problem. Rather than a direct approach to model advance booking cost with an explicit cost function, we consider advance booking cost endogenously, which is determined as a part of the passenger choice equilibrium. We show that this equilibrium problem can be formulated as a linear programming (LP) model based on a three-dimension network representation of time, space, and seat class. At the equilibrium solution, a set of Lagrange multipliers for the LP model are obtained, which are associated with the rigid in-train passenger capacity constraints (limited numbers of seats). We found that the sum of the Lagrange multipliers along a path in the three-dimension network reflects the advance booking cost of tickets (due to advance/early booking to guarantee availability) perceived by the passengers. Numerical examples are presented to demonstrate and illustrate the proposed model for the passenger assignment problem.     

A capacity restraint transit assignment with elastic line frequency

This paper proposes a new formulation for the capacity restraint transit assignment problem with elastic line frequency, in which the line frequency is related to the passenger flows on transit lines. A stochastic user equilibrium transit assignment model with congestion and elastic line frequency is proposed and the equivalent mathematical programming problem is also formulated. Since the passenger waiting time and the line capacity are dependent on the line frequency, a fixed point problem with respect to the line frequency is devised accordingly. The existence of the fixed point problem has been proved. A solution algorithm for the proposed model is presented. Finally, a numerical example is used to illustrate the application of the proposed model and solution algorithm.     

An activity-based approach for scheduling multimodal transit services

This paper proposes a new activity-based transit assignment model for investigating the scheduling (or timetabling) problem of transit services in multi-modal transit networks. The proposed model can be used to generate the short-term and long-term timetables of multimodal transit lines for transit operations and service planning purposes. The interaction between transit timetables and passenger activity-travel scheduling behaviors is captured by the proposed model, as the activity and travel choices of transit passengers are considered explicitly in terms of departure time choice, activity/trip chain choices, activity duration choice, transit line and mode choices. A heuristic solution algorithm which combines the Hooke–Jeeves method and an iterative supply–demand equilibrium approach is developed to solve the proposed model. Two numerical examples are presented to illustrate the differences between the activity-based approach and the traditional trip-based method, together with comparison on the effects of optimal timetables with even and uneven headways. It is shown that the passenger travel scheduling pattern derived from the activity-based approach is significantly different from that obtained by the trip-based method, and that a demand-sensitive (with uneven headway) timetable is more efficient than an even-headway timetable.     

A congested and dwell time dependent transit corridor assignment model

This research proposes an equilibrium assignment model for congested public transport corridors in urban areas. In this model, journey times incorporate the effect of bus queuing on travel times and boarding and alighting passengers on dwell times at stops. The model also considers limited bus capacity leading to longer waiting times and more uncomfortable journeys. The proposed model is applied to an example network, and the results are compared with those obtained in a recent study. This is followed by the analysis and discussion of a real case application in Santiago de Chile. Finally, different boarding and alighting times and different vehicle types are evaluated. In all cases, demand on express services tends to be underestimated by using constant dwell time assignment models, leading to potential planning errors for these lines. The results demonstrate the importance of considering demand dependent dwell times in the assignment process, especially at high demand levels when the capacity constraint should also be considered. Copyright © 2017 John Wiley & Sons, Ltd.     

A bi‐level programming approach — Optimal transit fare under line capacity constraints

The fare of a transit line is one of the important decision variables for transit network design. It has been advocated as an efficient means of coordinating the transit passenger flows and of alleviating congestion in the transit network. This paper shows how transit fare can be optimized so as to balance the passenger flow on the transit network and to reduce the overload delays of passengers at transit stops. A bi‐level programming method is developed to optimize the transit fare under line capacity constraints. The upper‐level problem seeks to minimize the total network travel time, while the lower‐level problem is a stochastic user equilibrium transit assignment model with line capacity constraints. A heuristic solution algorithm based on sensitivity analysis is proposed. Numerical example is used to illustrate the application of the proposed model and solution algorithm.     

Flexible feeder transit route design to enhance service accessibility in urban area

To improve the accessibility of transit system in urban areas, this paper presents a flexible feeder transit routing model that can serve irregular‐shaped networks. By integrating the cost efficiency of fixed‐route transit system and the flexibility of demand responsive transit system, the proposed model is capable of letting operating feeder busses temporarily deviate from their current route so as to serve the reported demand locations. With an objective of minimizing total bus travel time, a new operational mode is then proposed to allow busses to serve passengers on both street sides. In addition, when multiple feeder busses are operating in the target service area, the proposed model can provide an optimal plan to locate the nearest one to response to the demands. A three‐stage solution algorithm is also developed to yield meta‐optimal solutions to the problem in a reasonable amount of time by transforming the problem into a traveling salesman problem. Numerical studies have demonstrated the effectiveness of the proposed model as well as the heuristic solution approach. Copyright © 2015 John Wiley & Sons, Ltd.     

A slack arrival strategy to promote flex-route transit services

Flex-route transit, which combines the advantages of fixed-route transit and demand-responsive transit, is one of the most promising options in low-demand areas. This paper proposes a slack arrival strategy to reduce the number of rejected passengers and idle time at checkpoints resulting from uncertain travel demand. This strategy relaxes the departure time constraints of the checkpoints that do not function as transfer stations. A system cost function that includes the vehicle operation cost and customer cost is defined to measure system performance. Theoretical and simulation models are constructed to test the benefits of implementing the slack arrival strategy in flex-route transit under expected and unexpected demand levels. Experiments over a real-life flex-route transit service show that the proposed slack arrival strategy could improve the system performance by up to 40% with no additional operating cost. The results demonstrate that the proposed strategy can help transit operators provide more cost-efficient flex-route transit services in suburban and rural areas.     

A bi-level programming for bus lane network design

This paper proposes a bi-level programming model to solve the design problem for bus lane distribution in multi-modal transport networks. The upper level model aims at minimizing the average travel time of travelers, as well as minimizing the difference of passengers’ comfort among all the bus lines by optimizing bus frequencies. The lower level model is a multi-modal transport network equilibrium model for the joint modal split/traffic assignment problem. The column generation algorithm, the branch-and-bound algorithm and the method of successive averages are comprehensively applied in this paper for the solution of the bi-level model. A simple numerical test and an empirical test based on Dalian economic zone are employed to validate the proposed model. The results show that the bi-level model performs well with regard to the objective of reducing travel time costs for all travelers and balancing transit service level among all bus lines.     

Stochastic transit equilibrium

We present a transit equilibrium model in which boarding decisions are stochastic. The model incorporates congestion, reflected in higher waiting times at bus stops and increasing in-vehicle travel time. The stochastic behavior of passengers is introduced through a probability for passengers to choose boarding a specific bus of a certain service. The modeling approach generates a stochastic common-lines problem, in which every line has a chance to be chosen by each passenger. The formulation is a generalization of deterministic transit assignment models where passengers are assumed to travel according to shortest hyperpaths. We prove existence of equilibrium in the simplified case of parallel lines (stochastic common-lines problem) and provide a formulation for a more general network problem (stochastic transit equilibrium). The resulting waiting time and network load expressions are validated through simulation. An algorithm to solve the general stochastic transit equilibrium is proposed and applied to a sample network; the algorithm works well and generates consistent results when considering the stochastic nature of the decisions, which motivates the implementation of the methodology on a real-size network case as the next step of this research.     

Modeling transit technology selection in a linear transportation corridor

This paper proposes an analytical model for investigating transit technology selection problem from a perspective of transit authority. Given a transit technology alternative (e.g., metro, light rail transit, or bus rapid transit), the proposed model aims to maximize the social welfare of the transit system by determining the optimal combination of transit line length, number of stations, station location (or spacing), headway, and fare. In the proposed model, the effects of passenger demand elasticity and capacity constraint are explicitly considered. The properties of the model are examined analytically, and a heuristic solution procedure for determining the model solution is presented. By comparing the optimized social welfare for different transit technology alternatives, the optimal transit technology solution can be obtained together with critical population density. On the basis of a simple population growth rate formula, optimal investment timing of a new transit technology can be estimated. The proposed methodology is illustrated in several Chinese cities. Insightful findings are reported on the interrelation among transit technology selection, population density, transit investment cost, and transit line parameter design as well as the comparison between social welfare maximization and profit maximization regimes. Copyright © 2014 John Wiley & Sons, Ltd.     

Ridership estimation procedure for a transit corridor with new bus rapid transit service

Ridership estimation is a critical step in the planning of a new transit route or change in service. Very often, when a new transit route is introduced, the existing routes will be modified, vehicle capacities changed, or service headways adjusted. This has made ridership forecasts for the new, existing, and modified routes challenging. This paper proposes and demonstrates a procedure that forecasts the ridership of all transit routes along a corridor when a new bus rapid transit (BRT) service is introduced and existing regular bus services are adjusted. The procedure uses demographic data along the corridor, a recent origin–destination survey data, and new and existing transit service features as inputs. It consists of two stages of transit assignment. In the first stage, a transit assignment is performed with the existing transit demand on the proposed BRT and existing bus routes, so that adjustments to the existing bus services can be identified. This transit assignment is performed iteratively until there is no adjustment in transit services. In the second stage, the transit assignment is carried out with the new BRT and adjusted regular bus services, but incorporates a potential growth in ridership because of the new BRT service. The final outputs of the procedure are ridership for all routes and route segments, boarding and alighting volumes at all stops, and a stop‐by‐stop trip matrix. The proposed ridership estimation procedure is applicable to a new BRT route with and without competing regular bus routes and with BRT vehicles traveling in dedicated lanes or in mixed traffic. The application of the proposed procedure is demonstrated via a case study along the Alameda Corridor in El Paso, Texas. Copyright © 2015 John Wiley & Sons, Ltd.     

Competition and regulation in a new integrated transit system across jurisdictional borders

It is often argued lately that some regional transit systems should be integrated to improve the transit services across jurisdictional borders. One of the important issues concerning this integrated transit system is how to make proper use of the competition and regulation to improve its performance and to increase relevant benefits to the authorities, the operators and the passengers. This paper deals with this problem in a new integrated transit system across jurisdictional borders. An optimization model is used to investigate the competition of transit operators in oligopolistic competition transit market (OCTM). An optimization model with nonlinear complementarity constraints is proposed to guide the competition of transit operators using transit subsidy as the regulation means in system optimum transit system (SOTM). By analyzing and comparing the performances of the integrated transit system in two markets, numerical studies show that the competition mechanism should be made full use of and transit subsidy is an important regulation means that should be valued by the transit authorities in the integrated transit system. Copyright © 2016 John Wiley & Sons, Ltd.     

Validation of a schedule‐based capacity restraint transit assignment model for a large‐scale network

This paper describes the application of a capacity restraint trip assignment algorithm to a real, large‐scale transit network and the validation of the results. Unlike the conventional frequency‐based approach, the network formulation of the proposed model is dynamic and schedule‐based. Transit vehicles are assumed to operate to a set of pre‐determined schedules. Passengers are assumed to select paths based on a generalized cost function including in‐vehicle and out‐of‐vehicle time and line change penalty. The time‐varying passenger demand is loaded onto the network by a time increment simulation method, which ensures that the capacity restraint of each vehicle during passenger boarding is strictly observed. The optimal‐path and path‐loading algorithms are applied iteratively by the method of successive averages until the network converges to the predictive dynamic user equilibrium. The Hong Kong Mass Transit Railway network is used to validate the model results. The potential applications of the model are also discussed.     

A simulation‐based reliability assessment approach for congested transit network

This paper is an attempt to develop a generic simulation‐based approach to assess transit service reliability, taking into account interaction between network performance and passengers' route choice behaviour. Three types of reliability, say, system wide travel time reliability, schedule reliability and direct boarding waiting‐time reliability are defined from perspectives of the community or transit administration, the operator and passengers. A Monte Carlo simulation approach with a stochastic user equilibrium transit assignment model embedded is proposed to quantify these three reliability measures of transit service. A simple transit network with a bus rapid transit (BRT) corridor is analysed as a case study where the impacts of BRT components on transit service reliability are evaluated preliminarily.     

Equity-oriented skip-stopping schedule optimization in an oversaturated urban rail transit network

In this study, we focus on improving system-wide equity performance in an oversaturated urban rail transit network based on multi-commodity flow formulation. From the system perspective, an urban rail transit network is a distributed system, where a set of resources (i.e., train capacity) is shared by a number of users (i.e., passengers), and equitable individuals and groups should receive equal shares of resources. However, when oversaturation occurs in an urban rail transit network during peak hours, passengers waiting at different stations may receive varying shares of train capacity leading to the inequity problem under train all-stopping pattern. Train skip-stopping pattern is an effective operational approach, which holds back some passengers at stations and re-routes their journeys in the time dimension based on the available capacity of each train. In this study, the inequity problem in an oversaturated urban rail transit network is analyzed using a multi-commodity flow modeling framework. In detail, first, discretized states, corresponding to the number of missed trains for passengers, are constructed in a space-time-state three-dimensional network, so that the system-wide equity performance can be viewed as a distribution of all passengers in different states. Different from existing flow-based optimization models, we formulate individual passenger and train stopping pattern as commodity and network structure in the multi-commodity flow-modeling framework, respectively. Then, we aim to find an optimal commodity flow and well-designed network structure through the proposed multi-commodity flow model and simultaneously achieve the equitable distribution of all passengers and the optimal train skip-stopping pattern. To quickly solve the proposed model and find an optimal train skip-stopping pattern with preferable system-wide equity performance, the proposed linear programming model can be effectively decomposed to a least-cost sub-problem with positive arc costs for each individual passenger and a least-cost sub-problem with negative arc costs for each individual train under a Lagrangian relaxation framework. For application and implementation, the proposed train skip-stopping optimization model is applied to a simple case and a real-world case based on Batong Line in the Beijing Subway Network. The simple case demonstrates that our proposed Lagrangian relaxation framework can obtain the approximate optimal solution with a small-gap lower bound and a lot of computing time saved compared with CPLEX solver. The real-world case based on Batong Line in the Beijing Subway Network compares the equity and efficiency indices under the operational approach of train skip-stopping pattern with those under the train all-stopping pattern to state the advantage of the train skip-stopping operational approach.