Assessing the cost of transfer inconvenience in public transport systems: A case study of the London Underground

Few studies have adequately assessed the cost of transfers² in public transport systems, or provided useful guidance on transfer improvements, such as where to invest (which facility), how to invest (which aspect), and how much to invest (quantitative justification of the investment). This paper proposes a new method based on path choice,³ taking into account both the operator’s service supply and the customers’ subjective perceptions to assess transfer cost and to identify ways to reduce it. This method evaluates different transfer components (e.g., transfer walking, waiting, and penalty) with distinct policy solutions and differentiates between transfer stations and movements.The method is applied to one of the largest and most complex public transport systems in the world, the London Underground (LUL), with a focus on 17 major transfer stations and 303 transfer movements. This study confirms that transfers pose a significant cost to LUL, and that cost is distributed unevenly across stations and across platforms at a station. Transfer stations are perceived very differently by passengers in terms of their overall cost and composition. The case study suggests that a better understanding of transfer behavior and improvements to the transfer experience could significantly benefit public transport systems.     

Exploring airline passengers’ willingness to pay for carbon offsets

This study examines airline passengers’ willingness to pay for carbon-offsets. Using the contingent valuation method of double-bounded dichotomous choice format and a survey of over 1000 Taiwanese passengers flying to countries in Asia, Europe, North America, and Oceania to gauge their willingness-to-pay for airline carbon-offsets. The results suggest that despite the trip characteristics and personal background, air travel passengers’ knowledge and perceptions of the carbon-offset scheme also greatly influence the stated willingness to pay.     

A utility-based travel impedance measure for public transit network accessibility

A utility-based travel impedance measure is developed for public transit modes that is capable of capturing the passengers’ behaviour and their subjective perceptions of impedance when travelling in the transit networks. The proposed measure is time-dependent and it estimates the realisation of the travel impedance by the community of passengers for travelling between an origin–destination (OD) pair.The main advantage of the developed measure, as compared to the existing transit impedance measures, relates to its capability in capturing the diversity benefit that the transit systems may offer the society of travellers with different traveling preferences. To clarify the necessity of such capability, we demonstrate the randomness (subjectivity) of travel impedance perceived by transit passengers, through evidence from the observed path choices made in the transit network of the greater Brisbane metropolitan region in Australia.The proposed impedance measure is basically a nested logit “logsum” composition over a generated set of reasonable path options whose systematic utilities are evaluated based on a discrete choice model previously developed and calibrated for the greater Brisbane transit passengers. As a case study, the proposed impedance measure is calculated for all the origin blocks in the Brisbane area, during the morning commutes to the Central Business District (CBD). The results are presented and discussed, and intuitive and important advantages are demonstrated for the proposed measure.     

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.     

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.     

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.     

A behavioural comparison of route choice on metro networks: Time,transfers, crowding,topology and socio-demographics

Understanding travellers’ behaviour is key element in transportation planning. This article presents a route choice model for metro networks that considers different time components as well as variables related to the transferring experience, train crowding, network topology and socio-demographic characteristics. The route choice model is applied to the London Underground and Santiago Metro networks, to make a comparison of the decision making process of the users on both cities. As all the variables are statistically significant, it is possible to affirm that public transport users take into account a wide variety of elements when choosing routes. While in London the travellers prefer to spend time walking, in Santiago is preferable to spend time waiting. Santiago Metro users are more willing to travel in crowded trains than London Underground users. Both user groups have a similar dispreference to transfers after controlling for the time spent on transfer, but different attitudes to ascending and descending transfers. Topological factors presented on a distorted Metro map are more important than actual topology to passengers’ route choice decisions.     

Large-scale transit market segmentation with spatial-behavioural features

Transit market segmentation enables transit providers to comprehend the commonalities and heterogeneities among different groups of passengers, so that they can cater for individual transit riders’ mobility needs. The problem has recently been attracting a great interest with the proliferation of automated data collection systems such as Smart Card Automated Fare Collection (AFC), which allow researchers to observe individual travel behaviours over a long time period. However, there is a need for an integrated market segmentation method that incorporating both spatial and behavioural features of individual transit passengers. This algorithm also needs to be efficient for large-scale implementation. This paper proposes a new algorithm named Spatial Affinity Propagation (SAP) based on the classical Affinity Propagation algorithm (AP) to enable large-scale spatial transit market segmentation with spatial-behavioural features. SAP segments transit passengers using spatial geodetic coordinates, where passengers from the same segment are located within immediate walking distance; and using behavioural features mined from AFC data. The comparison with AP and popular algorithms in literature shows that SAP provides nearly as good clustering performance as AP while being 52% more efficient in computation time. This efficient framework would enable transit operators to leverage the availability of AFC data to understand the commonalities and heterogeneities among different groups of passengers.     

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.     

Evaluating web site service quality in public transport: Evidence from Taiwan High Speed Rail

More and more public transport system passengers plan their trips by using website services. The passengers’ perceived service quality of a website plays a crucial role in recognizing the satisfaction of a transportation service chain. This study aims to investigate the passengers’ perception of electronic service quality (e-SQ) delivery through the Taiwan High Speed Rail’s (THSR) website, by adopting the Rasch measurement model to measure a subjective latent construct: perceived e-SQ. The Rasch model can compare person parameters with item parameters, which are then subjected to a logarithmic transformation along a logit scale to clearly identify which e-SQ measurement items are appreciated by certain passengers. Analytical results show substantial differences between the perceived e-SQ of various personal characteristics such as age, income, and trip types. Empirical results also demonstrate that passengers are most satisfied with the website’s accuracy of information and introduction to the THSR stations’ surrounding area, but are not satisfied with instructions when a transaction fails as well as the carriage layout of the THSR. Our analytical results also identify which service items lead to the perceived e-SQ difference between business trip and leisure trip passengers. The relationship between the two main attribute dimensions – quality of transportation information provided and quality of website services – are also further examined. The empirical results can help a transportation system service operator to better understand how passengers perceive e-SQ and to suggest what should be improved.     

Large-scale application of MILATRAS: case study of the Toronto transit network

This paper documents the efforts to operationalize the conceptual framework of MIcrosimulation Learning-based Approach to TRansit Assignment (MILATRAS) and its component models of departure time and path choices. It presents a large-scale real-world application, namely the multi-modal transit network of Toronto which is operated by the Toronto Transit Commission (TTC). This large-scale network is represented by over 500 branches with more than 10,000 stops. About 332,000 passenger-agents are modelled to represent the demand for the TTC in the AM peak period. A learning-based departure time and path choice model was adopted using the concept of mental models for the modelling of the transit assignment problem. The choice model parameters were calibrated such that the entropy of the simulated route loads was optimized with reference to the observed route loads, and validated with individual choices. A Parallel Genetic Algorithm engine was used for the parameter calibration process. The modelled route loads, based on the calibrated parameters, greatly approximate the distribution underlying the observed loads. 75% of the exact sequence of transfer point choices were correctly predicted by the off-stop/on-stop choice mechanism. The model predictability of the exact sequence of route transfers was about 60%. In this application, transit passengers were assumed to plan their transit trip based on their experience with the transportation network; with no prior (or perfect) knowledge of service performance.     

Passengers’ willingness to pay for airport ground access time savings

There are cases when passengers are willing to pay a premium to reduce the travel time, in particular when the trip has to be made. This paper aims to provide insight into factors that determine passengers’ willingness to pay to reduce travel time for their ground access to an airport. A methodology is developed that comprises two steps: the identification of the passengers with zero willingness to pay and from the rest the estimation of the additional price they are willing to pay to reduce their travel time. For the first step a Probit model was formulated and for the second a linear regression model. To this purpose, data has been collected employing stated preference from passengers at the Athens International Airport. It has been found that a high percentage of passengers have zero willingness to pay, and of the remaining ones those using public transport have a significant willingness to pay to reduce access travel time. The methodology and the models are structured in such a way that their transferability to any airport environment is possible, thus providing a useful tool for decisions relating to airport ground access measures.     

Learning-based framework for transit assignment modeling under information provision

The modeling of service dynamics has been the focus of recent developments in the field of transit assignment modeling. The emerging focus on dynamic service modeling requires a corresponding shift in transit demand modeling to represent appropriately the dynamic behaviour of passengers and their responses to Intelligent Transportation Systems technologies. This paper presents the theoretical development of a departure time and transit path choice model based on the Markovian Decision Process. This model is the core of the MIcrosimulation Learning-based Approach to TRansit Assignment. Passengers, while traveling, move to different locations in the transit network at different points in time (e.g. at stop, on board), representing a stochastic process. This stochastic process is partly dependent on the transit service performance and partly controlled by the transit rider’s trip choices. This can be analyzed as a Markovian Decision Process, in which actions are rewarded and hence passengers’ optimal policies for maximizing the trip utility can be estimated. The proposed model is classified as a bounded rational model, with a constant utility term and a stochastic choice rule. The model is appropriate for modeling information provision since it distinguishes between individual’s experience with the service performance and information provided about system dynamics.     

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.     

Privatization of urban transit: The Los Angeles jitney experience

This paper reports on a recent attempt to provide private transit in the form of jitney service in downtown Los Angeles. It describes the process undertaken to initiate jitney service and the resultant organization's structure and operation. A survey of jitney passengers provided information on the users and their tripmaking characteristics. A group of loyal jitney riders emerged who patronized the service because of its lower travel times and more personalized atmosphere. This group formed the core of frequent users. The Los Angeles experience is analyzed in terms of the economic feasibility of jitney service and the impact on the financial status of public transit. The public transit agency experienced a slight negative financial impact as a result of the jitney service. Ridership during peak hours declined somewhat but the jitney service was not frequent enough to carry sufficient passengers to allow the transit agency to cut costly peak hour service. This analysis shows that the jitney service ultimately was not an economically successful operation. The factors which would have increased the likelihood of success were increased frequency of service and higher fares, which would have been sustainable if not for unexpected developments in public transit financing. A labor pool willing to work for low wages, high transit use in the central city, relatively high transit fares and the availability of inexpensive vehicles appear to be prerequisites to a successful urban jitney operation.     

Long-term planning for ring-radial urban rail transit networks

Extensive work exists on regular rail network planning. However, few studies exist on the planning and design of ring-radial rail transit systems. With more ring transit lines being planned and built in Asia, Europe and the America's, a detailed study on ring transit lines is timely. An analytical model to find the optimal number of radial lines in a city for any demand distribution is first introduced. Secondly, passenger route choice for different rail networks is analyzed, for a many-to-many Origin-Destination (OD) demand distribution, based on a total travel time cost per passenger basis. The routes considered are: (1) radial lines only; (2) ring line only or radial lines and ring line combined; or (3) direct access to a destination without using the rail system. Mathematica and Matlab are used to code the route choice model. A cost-benefit optimization model to identify the feasibility and optimality of a ring line is proposed. Unlike simulations and agent-based models, this model is shown to be easily transferable to many ring-radial transit networks. The City of Calgary is used as an example to illustrate the applicability of each model. The existing urban rail network and trip distribution are major influencing factors in judging the feasibility and optimal location of the ring line. This study shows the potential net benefit of introducing a ring line by assessing changes in passengers’ costs. The changes in passenger cost parameters, such as ride cost and access cost, are shown to greatly influence the feasibility of a ring line.     

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.     

An investigation on the performances of mode shift models in transit ridership forecasting

This paper aims at investigating the over-prediction of public transit ridership by traditional mode choice models estimated using revealed preference data. Five different types of models are estimated and analysed, namely a traditional Revealed Preference (RP) data-based mode choice model, a hybrid mode choice model with a latent variable, a Stated Preference (SP) data-based mode switching model, a joint RP/SP mode switching model, and a hybrid mode switching model with a latent variable. A comparison of the RP data-based mode choice model with the mode choice models including a latent variable showed that the inclusion of behavioural factors (especially habit formation) significantly improved the models. The SP data-based mode switching models elucidated the reasons why traditional models tend to over-predict transit ridership by revealing the role played by different transit level-of-service attributes and their relative importance to mode switching decisions. The results showed that traditional attributes (e.g. travel cost and time) are of lower importance to mode switching behaviour than behavioural factors (e.g. habit formation towards car driving) and other transit service design attributes (e.g. crowding level, number of transfers, and schedule delays). The findings of this study provide general guidelines for developing a variety of transit ridership forecasting models depending on the availability of data and the experience of the planner.     

Optimal transit fare in a bimodal network under demand uncertainty and bounded rationality

This paper investigates the optimal transit fare in a simple bimodal transportation system that comprises public transport and private car. We consider two new factors: demand uncertainty and bounded rationality. With demand uncertainty, travelers are assumed to consider both the mean travel cost and travel cost variability in their mode choice decision. Under bounded rationality, travelers do not necessarily choose the travel mode of which perceived travel cost is absolutely lower than the one of the other mode. To determine the optimal transit fare, a bi‐level programming is proposed. The upper‐level objective function is to minimize the mean of total travel cost, whereas the lower‐level programming adopts the logit‐based model to describe users' mode choice behaviors. Then a heuristic algorithm based on a sensitivity analysis approach is designed to solve the bi‐level programming. Numerical examples are presented to illustrate the effect of demand uncertainty and bounded rationality on the modal share, optimal transit fare and system performance. Copyright © 2013 John Wiley & Sons, Ltd.