Switching service types for multi-region bus systems

Conventional fixed-route bus services are generally preferred to flexible-route services at high demand densities, and vice versa. This paper formulates the problem of integrating conventional and flexible services that connect a main terminal to multiple local regions over multiple time periods. The system’s vehicle size, route spacing (for conventional services), service area (for flexible services), headways and fleet sizes are jointly optimized to minimize the sum of supplier costs and user costs. The route spacing for conventional bus services and service area for flexible bus services are also optimized for each region. The proposed solution method, which uses a genetic algorithm and analytic optimization, finds good solutions quickly. Numerical examples and sensitivity analyses confirm that the single fleet variable-type bus service may outperform either the single fleet conventional bus service or the single fleet flexible bus service when demand densities vary substantially among regions and time periods.     

Estimation of urban bus transit marginal cost without cost data

We develop a method to study the industrial structure of urban bus transit without using cost data. To do so, we estimate the marginal cost function under the assumption that firms compete on frequency and adjust frequency to maximize profits. Our methodology is applied to Santiago, Chile. In this case, demand is modeled with a simplified model of transit network assignment. The goal is to consider how frequency, capacity, and on-board passengers affect the bus line’s demand. The marginal cost function is estimated by using the first-order conditions of the firm’s profit maximization problem, using the results of the demand model as data. We conclude that the urban bus transit industry in Santiago exhibits increasing returns to scale for low levels of demand and that these returns are exhausted rapidly at a moderate demand level. Additionally, firms exhibit economies of network expansion, on average.     

A theoretical travel-time model for flexible-route buses

A theoretical model for estimating the expectation and variance of buses' running times under a flexibly-routed mode of service is proposed. The model is based on a probabilistic concept that adequately accommodates the usual randomness in the number and location of passengers served during successive vehicle trips. A few simplifications are embodied in the model but it can serve as a basis for a more refined model such as a computer simulation model that can be used in designing real bus systems.The physical setting assumed in the model is a rectangular grid road network where all houses face the side streets as in some suburban regions. Because it oversimplifies real-life situations, this assumption would need to be relaxed to make the model applicable to more general cases.Both the partially flexible-route service where some passengers are captive to fixed-route service and others are served at their doorsteps, and the fully flexible-route service where all passengers are served at their doorsteps, are studied. In each case, a very simple routing convention that can be conveniently executed by the bus drivers is assumed. The proposed travel time model confirms the intuitively correct phenomenon that when the concentration of passenger trip-ends is very high, the vehicle-route degenerates into a fixed-route in which the buses visit all possible loading points within the service area.     

Stochastic dynamic switching in fixed and flexible transit services as market entry-exit real options

The first analytical stochastic and dynamic model for optimizing transit service switching is proposed for “smart transit” applications and for operating shared autonomous transit fleets. The model assumes a region that requires many-to-one last mile transit service either with fixed-route buses or flexible-route, on-demand buses. The demand density evolves continuously over time as an Ornstein-Uhlenbeck process. The optimal policy is determined by solving the switching problem as a market entry and exit real options model. Analysis using the model on a benchmark computational example illustrates the presence of a hysteresis effect, an indifference band that is sensitive to transportation system state and demand parameters, as well as the presence of switching thresholds that exhibit asymmetric sensitivities to transportation system conditions. The proposed policy is computationally compared in a 24-hour simulation to a “perfect information” set of decisions and a myopic policy that has been dominant in the flexible transit literature, with results that suggest the proposed policy can reduce by up to 72% of the excess cost in the myopic policy. Computational experiments of the “modular vehicle” policy demonstrate the existence of an option premium for having flexibility to switch between two vehicle sizes.     

Two-phase stochastic program for transit network design under demand uncertainty

This paper develops a reliability-based formulation for rapid transit network design under demand uncertainty. We use the notion of service reliability to confine the stochastic demand into a bounded uncertainty set that the rapid transit network is designed to cover. To evaluate the outcome of the service reliability chosen, flexible services are introduced to carry the demand overflow that exceeds the capacity of the rapid transit network such designed. A two-phase stochastic program is formulated, in which the transit line alignments and frequencies are determined in phase 1 for a specified level of service reliability; whereas in phase 2, flexible services are determined depending on the demand realization to capture the cost of demand overflow. Then the service reliability is optimized to minimize the combined rapid transit network cost obtained in phase 1, and the flexible services cost and passenger cost obtained in phase 2. The transit line alignments and passenger flows are studied under the principles of system optimal (SO) and user equilibrium (UE). We then develop a two-phase solution algorithm that combines the gradient method and neighborhood search and apply it to a series of networks. The results demonstrate the advantages of utilizing the two-phase formulation to determine the service reliability as compared with the traditional robust formulation that pre-specifies a robustness level.     

Maximizing net benefits for conventional and flexible bus services

Transit ridership is usually sensitive to fares, travel times, waiting times, and access times, among other factors. Therefore, the elasticities of demand with respect to such factors should be considered in modeling bus transit services and must be considered when maximizing net benefits (i.e. “system welfare” = consumer surplus + producer surplus) rather just minimizing costs. In this paper welfare is maximized with elastic demand relations for both conventional (fixed route) and flexible-route services in systems with multiple dissimilar regions and periods. As maximum welfare formulations are usually too complex for exact solutions, they have only been used in a few studies focused on conventional transit services. This limitation is overcome here for both conventional and flexible transit services by using a Real Coded Genetic Algorithm to solve such mixed integer nonlinear welfare maximization problems with constraints on capacities and subsidies. The optimized variables include service type, zone sizes, headways and fares. We also determine the maximum welfare threshold between optimized conventional and flexible services) and explore the effects of subsidies. The proposed planning models should be useful in selecting the service type and optimizing other service characteristics based on local geographic characteristics and financial constraints.     

Reducing the cost of peak hour transit service through contracting out service

Transit service contracting has responded to fiscal and financial woes of public transit agencies as the most uniquely attractive cost‐saving strategy at present. Most transit service contracting, however, has been in the traditional provision of entire fixed route bus service or commuter express bus service, and exclusive demand responsive service for the general public or for special disadvantaged population groups such as the elderly and/or the handicapped. This paper presents a new module in transit service contracting whereby the public and private operators jointly provide the peak service on the same route and at the same time. While the public agency provides the base demand of the service, the private provider provides the excess demand, both following the same schedules and similar service arrangements. In this paper, proposed service arrangements, costing and contracting procedures are discussed. It is also reported that substantial cost savings ranging from 32 to 57% with an average savings of 48% can be achieved if the excess peak hour bus transit service on highly peaked routes in public transit agencies is contracted to competing private operator(s).     

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.     

Joint optimization of a rail transit line and its feeder bus system

A model is developed for jointly optimizing the characteristics of a rail transit route and its associated feeder bus routes in an urban corridor. The corridor demand characteristics are specified with irregular discrete distributions which can realistically represent geographic variations. The total cost (supplier plus user cost) of the integrated bus and rail network is minimized with an efficient iterative method that successively substitutes variable values obtained through classical analytic optimization. The optimized variables include rail line length, rail station spacings, bus headways, bus stop spacings, and bus route spacing. Computer programs are designed for optimization and sensitivity analysis. The sensitivity of the transit service characteristics to various travel time and cost parameters is discussed. Numerical examples are presented for integrated transit systems in which the rail and bus schedules may be coordinated.     

Integrating bus services with mixed fleets

Conventional bus service (with fixed routes and schedules) has lower average cost than flexible bus service (with demand-responsive routes) at high demand densities. At low demand densities flexible bus service has lower average costs and provides convenient door-to-door service. Bus size and operation type are related since larger buses have lower average cost per passenger at higher demand densities. The operation type and other decisions are jointly optimized here for a bus transit system connecting a major terminal to local regions. Conventional and flexible bus sizes, conventional bus route spacings, areas of service zones for flexible buses, headways, and fleet sizes are jointly optimized in multi-dimensional nonlinear mixed integer optimization problems. To solve them, we propose a hybrid approach, which combines analytic optimization with a Genetic Algorithm. Numerical analysis confirms that the proposed method provides near-optimal solutions and shows how the proposed Mixed Fleet Variable Type Bus Operation (MFV) can reduce total cost compared to alternative operations such as Single Fleet Conventional Bus (SFC), Single Fleet Flexible Bus (SFF), Mixed Fleet Conventional Bus (MFC) and Mixed Fleet Flexible Bus (MFF). With consistent system-wide bus sizes, capital costs are reduced by sharing fleets over times and over regions. The sensitivity of results to several important parameters is also explored.     

Evaluation of an existing bus network using a transit network optimisation model: a case study of the Hiroshima City Bus network

This study evaluates an existing bus network from the perspectives of passengers, operators, and overall system efficiency using the output of a previously developed transportation network optimisation model. This model is formulated as a bi-level optimisation problem with a transit assignment model as the lower problem. The upper problem is also formulated as bi-level optimisation problem to minimise costs for both passengers and operators, making it possible to evaluate the effects of reducing operator cost against passenger cost. A case study based on demand data for Hiroshima City confirms that the current bus network is close to the Pareto front, if the total costs to both passengers and operators are adopted as objective functions. However, the sensitivity analysis with regard to the OD pattern fluctuation indicates that passenger and operator costs in the current network are not always close to the Pareto front. Finally, the results suggests that, regardless of OD pattern fluctuation, reducing operator costs will increase passenger cost and increase inequity in service levels among passengers.     

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.     

Designing large-scale bus network with seasonal variations of demand

Creating a bus network that covers passenger demand conveniently is an important ingredient of the transit operations planning process. Certainly determination of optimal bus network is highly sensitive to any change of demand, thus it is desirable not to consider average or estimated figures, but to take into account prudently the variations of the demand. Many cities worldwide experience seasonal demand variations which naturally have impact on the convenience and optimality of the transit service. That is, the bus network should provide convenient service across all seasons. This issue, addressed in this work, has not been thoroughly dealt with neither in practice nor in the literature. Analyzing seasonal transit demand variations increases further the computational complexity of the bus-network design problem which is known as a NP-hard problem. A solution procedure using genetic algorithm efficiently, with a defined objective-function to attain the optimization, is proposed to solve this cumbersome problem. The method developed is applied to two benchmarked networks and to a case study, to the city of Mashhad in Iran with over 3.2 million residents and 20 million visitors annually. The case study, characterized by a significant seasonal demand variation, demonstrates how to find the best single network of bus routes to suit the fluctuations of the annual passenger demand. The results of comparing the proposed algorithm to previously developed algorithms show that the new development outperforms the other methods between 1% and 9% in terms of the objective function values.     

Optimal feeder bus routes on irregular street networks

The methodology presented here seeks to optimize bus routes feeding a major intermodal transit transfer station while considering intersection delays and realistic street networks. A model is developed for finding the optimal bus route location and its operating headway in a heterogeneous service area. The criterion for optimality is the minimum total cost, including supplier and user costs. Irregular and discrete demand distributions, which realistically represent geographic variations in demand, are considered in the proposed model. The optimal headway is derived analytically for an irregularly shaped service area without demand elasticity, with non‐uniformly distributed demand density, and with a many‐to‐one travel pattern. Computer programs are designed to analyze numerical examples, which show that the combinatory type routing problem can be globally optimized. The improved computational efficiency of the near‐optimal algorithm is demonstrated through numerical comparisons to an optimal solution obtained by the exhaustive search (ES) algorithm. The CPU time spent by each algorithm is also compared to demonstrate that the near‐optimal algorithm converges to an acceptable solution significantly faster than the ES algorithm.     

Design of public transit network in urban area with elastic demand

This research focuses on an efficient design of transit network in urban areas. The system developed is used to create, analyze and optimize routes and frequencies of transit system in the network level. The analysis is based on elastic demand, so the shift of demand between modes in network due to different service level is of prime consideration. The developed system creates all feasible routes connecting all pairs of terminals in the network. Out of this vast pool of routes, a set of optimal routes is generated for a certain predetermined number that maintains connectivity of significant demand. Based on these generated routes, the system fulfils transportation demand by assigning demand that considers path and route choices for non-transit users and transit users. Together with the assignment of demand, transit frequencies are optimized and the related fleet-size is calculated. Having an optimal setting of solution, the system is continued by reconnecting the routes to find some other better solutions in the periphery of the optimal setting. A set of mathematical programming modules is developed. Real data from Sioux Falls city network is used to evaluate the performance of the model and compare with other heuristic methods.     

Design and implementation of efficient transit networks: Procedure, case study and validity test

This paper presents and tests a method to design high-performance transit networks. The method produces conceptual plans for geometric idealizations of a particular city that are later adapted to the real conditions. These conceptual plans are generalizations of the hybrid network concept proposed in Daganzo (2010). The best plan for a specific application is chosen via optimization. The objective function is composed of analytic formulae for a concept’s agency cost and user level of service. These formulae include as parameters key demand-side attributes of the city, assumed to be rectangular, and supply-side attributes of the transit technology. They also include as decision variables the system’s line and stop spacings, the degree to which it focuses passenger trips on the city center, and the service headway. These decision variables are sufficient to define an idealized geometric layout of the system and an operating plan. This layout-operating plan is then used as a design target when developing the real, detailed master plan. Ultimately, the latter is simulated to obtain more accurate cost and level of service estimates.This process has been applied to design a high performance bus (HPB) network for Barcelona (Spain). The idealized solution for Barcelona includes 182 km of one-way infrastructure, uses 250 vehicles and costs 42,489 €/h to build and run. These figures only amount to about one third of the agency resources and cost currently used to provide bus service. A detailed design that resembles this target and conforms to the peculiarities of the city is also presented and simulated. The agency cost and user level of service metrics of the simulated system differ from those of the idealized model by less than 10%. Although the designed and simulated HPB systems provide sub-optimal spatial coverage because Barcelona lacks suitable streets, the level of service is good. Simulations suggest that if the proposed system was implemented side-by-side with the current one, it would capture most of the demand.     

Intermodal Transit System Coordination

In urban areas where transit demand is widely spread, passengers may be served by an intermodal transit system, consisting of a rail transit line (or a bus rapid transit route) and a number of feeder routes connecting at different transfer stations. In such a system, passengers may need one or more transfers to complete their journey. Therefore, scheduling vehicles operating in the system with special attention to reduce transfer time can contribute significantly to service quality improvements. Schedule synchronization may significantly reduce transfer delays at transfer stations where various routes interconnect. Since vehicle arrivals are stochastic, slack time allowances in vehicle schedules may be desirable to reduce the probability of missed connections. An objective total cost function, including supplier and user costs, is formulated for optimizing the coordination of a general intermodal transit network. A four-stage procedure is developed for determining the optimal coordination status among routes at every transfer station. Considering stochastic feeder vehicle arrivals at transfer stations, the slack times of coordinated routes are optimized, by balancing the savings from transfer delays and additional cost from slack delays and operating costs. The model thus developed is used to optimize the coordination of an intermodal transit network, while the impact of a range of factors on coordination (e.g., demand, standard deviation of vehicle arrival times, etc) is examined.     

A cost-competitiveness analysis of charging infrastructure for electric bus operations

This study investigates the cost competitiveness of different types of charging infrastructure, including charging stations, charging lanes (via charging-while-driving technologies) and battery swapping stations, in support of an electric public transit system. To this end, we first establish mathematical models to investigate the optimal deployment of various charging facilities along the transit line and determine the optimal size of the electric bus fleet, as well as their batteries, to minimize total infrastructure and fleet costs while guaranteeing service frequency and satisfying the charging needs of the transit system. We then conduct an empirical analysis utilizing available real-world data. The results suggest that: (1) the service frequency, circulation length, and operating speed of a transit system may have a great impact on the cost competitiveness of different charging infrastructure; (2) charging lanes enabled by currently available inductive wireless charging technology are cost competitive for most of the existing bus rapid transit corridors; (3) swapping stations can yield a lower total cost than charging lanes and charging stations for transit systems with high operating speed and low service frequency; (4) charging stations are cost competitive only for transit systems with very low service frequency and short circulation; and (5) the key to making charging lanes more competitive for transit systems with low service frequency and high operating speed is to reduce their unit-length construction cost or enhance their charging power.     

A methodology for choosing between fixed‐route and flex‐route policies for transit services

Flex‐route transit brings together the low cost operability of fixed‐route transit with the flexibility of demand responsive transit, and in recent years, it has become the most popular type of flexible transit service. In this paper, a methodology is proposed to help planners make better decisions regarding the choice between a conventional fixed‐route and a flex‐route policy for a specific transit system with a varying passenger demand. A service quality function is developed to measure the performance of transit systems, and analytical modeling and simulations are used to reproduce transit operation under the two policies. To be closer to reality, two criteria are proposed depending on the processing of rejected requests in the assessment of the service quality function for flex‐route services. In various scenarios, critical demand densities, which represent the switching points between the two competing policies, are derived in a real‐world transit service according to the two criteria. Copyright © 2014 John Wiley & Sons, Ltd.     

Optimizing sustainable feeder bus operation considering realistic networks and heterogeneous demand

A mathematical model is developed to optimize social and fiscal sustainable operation of a feeder bus system considering realistic network and heterogeneous demand. The objective total profit is a nonlinear, mixed integer function, which is maximized by optimizing the number of stops, headway, and fare. The stops are located which maximize the ridership. The demand elasticity for the bus service is dependent on passengers' access distance, wait time, in‐vehicle time, and fare. An optimization algorithm is developed to search for the optimal solution that maximizes the profit. The modeling approach is applied to planning a bus transit system within Woodbridge, New Jersey. Copyright © 2011 John Wiley & Sons, Ltd.