Customized bus service design for jointly optimizing passenger-to-vehicle assignment and vehicle routing

Emerging transportation network services, such as customized buses, hold the promise of expanding overall traveler accessibility in congested metropolitan areas. A number of internet-based customized bus services have been planned and deployed for major origin-destination (OD) pairs to/from inner cities with limited physical road infrastructure. In this research, we aim to develop a joint optimization model for addressing a number of practical challenges for providing flexible public transportation services. First, how to maintain minimum loading rate requirements and increase the number of customers per bus for the bus operators to reach long-term profitability. Second, how to optimize detailed bus routing and timetabling plans to satisfy a wide range of specific user constraints, such as passengers’ pickup and delivery locations with preferred time windows, through flexible decision for matching passengers to bus routes. From a space-time network modeling perspective, this paper develops a multi-commodity network flow-based optimization model to formulate a customized bus service network design problem so as to optimize the utilization of the vehicle capacity while satisfying individual demand requests defined through space-time windows. We further develop a solution algorithm based on the Lagrangian decomposition for the primal problem and a space-time prism based method to reduce the solution search space. Case studies using both the illustrative and real-world large-scale transportation networks are conducted to demonstrate the effectiveness of the proposed algorithm and its sensitivity under different practical operating conditions.     

Improved bush-based methods for network contraction

Calculating equilibrium sensitivity on a bush can be done very efficiently, and serve as the basis for a network contraction procedure. The contracted network (a simplified network with a few nodes and links) approximates the behavior of the full network but with less complexity. The network contraction method can be advantageous in network design applications where many equilibrium problems must be solved for different design scenarios. The network contraction procedure can also be used to increase the accuracy of subnetwork analysis. This method requires calculating travel time derivatives between two nodes, with respect to the demand between them, assuming that the flow distributes in a way that equilibrium is maintained. Previous research describes two methods for calculating these derivatives. This paper presents a third method, which is simpler, faster, and just as accurate. The method presented in this paper reformulates the linear system of equations defining these sensitivities as the solution to a convex programming problem, which can be solved by making minor modifications to static user equilibrium algorithms. In addition, the model is extended to capture the interactions between the path travel times and network flows, and a heuristic is proposed to compute these interactions. The accuracy and complexity of the proposed methodology are evaluated using the network of Barcelona, Spain. Further, numerical experiments on the Austin, Texas regional network validate its performance for subnetwork analysis applications.     

Network-based real option models

Building on earlier work to incorporate real option methodologies into network modeling, two models are proposed. The first is the network option design problem, which maximizes the expanded net present value of a network investment as a function of network design variables with the option to defer the committed design investment. The problem is shown to be a generalized version of the network design problem and the multi-period network design problem. A heuristic based on radial basis functions is used to solve the problem for continuous link expansion with congestion effects. The second model is a link investment deferral option set, which decomposes the network investment deferral option into individual, interacting link or project investments. This model is a project selection problem under uncertainty, where each link or project can be deferred such that the expanded net present value is maximized. The option is defined in such a way that a lower bound can be solved using an exact method based on multi-option least squares Monte Carlo simulation. Numerical tests are conducted with the classical Sioux Falls network and compared to earlier published results.     

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.     

Transit network design with allocation of green vehicles: A genetic algorithm approach

The use of fossil fuels in transportation generates harmful emissions that accounts for nearly half of the total pollutants in urban areas. Dealing with this issue, local authorities are dedicating specific efforts to seize the opportunity offered by new fuels and technological innovations in achieving a cleaner urban mobility. In fact, authorities are improving environmental performances of their public transport fleet by procuring cleaner vehicles, usually called low and zero emission vehicles (LEV and ZEV, respectively). Nevertheless there seems to be a lack of methodologies for supporting stakeholders in decisions related to the introduction of green vehicles, whose allocation should be performed since the network design process in order to optimize their available green capacity.In this paper, the problem of clean vehicle allocation in an existing public fleet is faced by introducing a method for solving the transit network design problem in a multimodal, demand elastic urban context dealing with the impacts deriving from transportation emissions.The solving procedure consists of a set of heuristics which includes a routine for route generation and a genetic algorithm for finding a sub-optimal set of routes with the associated frequencies.     

The transit network design problem with elastic demand and internalisation of external costs: An application to rail frequency optimisation

In this paper we examine the transit network design problem under the assumption of elastic demand, focusing on the problem of designing the frequencies of a regional metro. In this problem, investments in transit services have appreciable effects on modal split. Neglecting demand elasticity can lead to solutions that may not represent the actual objectives of the design. We propose four different objective functions that can be adopted to assume demand as elastic, considering the costs of all transportation systems (car, bus and rail) as well as the external costs, and we define the constraints of the problem. Heuristic and meta-heuristic solution algorithms are also proposed. The models and algorithms are tested on a small network and on a real-scale network.     

A network option portfolio management framework for adaptive transportation planning

A real option portfolio management framework is proposed to make use of an adaptive network design problem developed using stochastic dynamic programming methodologies. The framework is extended from Smit’s and Trigeorgis’ option portfolio framework to incorporate network synergies. The adaptive planning framework is defined and tested on a case study with time series origin-destination demand data. Historically, OD time series data is costly to obtain, and there has not been much need for it because most transportation models use a single time-invariant estimate based on deterministic forecasting of demand. Despite the high cost and institutional barriers of obtaining abundant OD time series data, we illustrate how having higher fidelity data along with an adaptive planning framework can result in a number of improved management strategies. An insertion heuristic is adopted to run the lower bound adaptive network design problem for a coarse Iran network with 834 nodes, 1121 links, and 10 years of time series data for 71,795 OD pairs.     

On the modeling and solution algorithm for the reverse logistics recycling flow equilibrium problem

This paper presents a study that characterizes, formulates, and solves the reverse logistic recycling flow equilibrium (RLRFE) problem. The RLRFE problem is concerned with the recycling channel in which recyclable collectors, processors, landfills, and demand markets form a multi-tiered network to process the recycled material flows from sources destined either for landfills or demand markets. Motivated by a government policy making or enterprise conglomerate recycling system design and operation needs, the RLRFE problem is elaborated from a system-optimal perspective using the variational inequality (VI) approach. For each origin–destination (OD) pair, the corresponding equilibrium conditions are established as a variation of the Wardrop second principle. In light of demand and cost function interactions, a nested diagonalization solution (ND) algorithm is proposed that gradually transforms the RLRFE problem into a traffic assignment model. To address multiple landfills in the recycling network and to understand how a variable-demand problem can be analyzed as a fixed-demand problem, we propose a supernetwork representation of the RLRFE problem. A numerical analysis on a test case illustrates the model formulation and the proposed algorithm.     

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.     

Optimization models for differentiating quality of service levels in probabilistic network capacity design problems

This paper develops various chance-constrained models for optimizing the probabilistic network design problem (PNDP), where we differentiate the quality of service (QoS) and measure the related network performance under uncertain demand. The upper level problem of PNDP designs continuous/discrete link capacities shared by multi-commodity flows, and the lower level problem differentiates the corresponding QoS for demand satisfaction, to prioritize customers and/or commodities. We consider PNDP variants that have either fixed flows (formulated at the upper level) or recourse flows (at the lower level) according to different applications. We transform each probabilistic model into a mixed-integer program, and derive polynomial-time algorithms for special cases with single-row chance constraints. The paper formulates benchmark stochastic programming models by either enforcing to meet all demand or penalizing unmet demand via a linear penalty function. We compare different models and approaches by testing randomly generated network instances and an instance built on the Sioux–Falls network. Numerical results demonstrate the computational efficacy of the solution approaches and derive managerial insights.     

Location configuration design for Dynamic Message Signs under stochastic incident and ATIS scenarios

This paper proposes a methodology for deploying permanent Dynamic Message Signs (DMS) in a vehicular traffic network. Of particular interest is the planning problem to optimize the number of DMS to deploy in conjunction with Advanced Traveler Information Systems (ATIS), operating and maintenance cost of DMS, and incident-related user cost under random traffic incident situations. The optimal DMS location design problem discussed herein is formulated as a two-stage stochastic program with recourse (SPR). A Tabu search algorithm combined with dynamic traffic simulation and assignment approaches are employed to solve this problem. A case study performed on the Fort-Worth, Texas network highlights the effectiveness of the proposed framework and illustrates the affect factors such as demand, network structure, DMS response rate, and incident characteristics have on the solution. The numerical results suggest that designing and deploying DMS and ATIS jointly is more cost-effective and efficient than the sequential build-out of the two from the system management perspective.     

An artificial neural network approach for evaluating transportation network improvements

As demand increases over time, new links or improvements in existing links may be considered for increasing a network's capacity. The selection and timing of improvement projects is an especially challenging problem when the benefits or costs of those projects are interdependent. Most existing models neglect the interdependence of projects and their impacts during intermediate periods of a planning horizon, thus failing to identify the optimal improvement program. A multiperiod network design model is proposed to select the best combination of improvement projects and schedules. This model requires the evaluation of numerous network improvement alternatives in several time periods. To facilitate efficient solution methods for the network design model, an artificial neural network approach is proposed for estimating total travel times corresponding to various project selection and scheduling decisions. Efficient procedures for preparing an appropriate training data set and an artificial neural network for this application are discussed. The Calvert County highway system in southern Maryland is used to illustrate these procedures and the resulting performance.     

System optimal dynamic traffic assignment: Properties and solution procedures in the case of a many-to-one network

Thanks to its high dimensionality and a usually non-convex constraint set, system optimal dynamic traffic assignment remains one of the most challenging problems in transportation research. This paper identifies two fundamental properties of the problem and uses them to design an efficient solution procedure. We first show that the non-convexity of the problem can be circumvented by first solving a relaxed problem and then applying a traffic holding elimination procedure to obtain the solution(s) of the original problem. To efficiently solve the relaxed problem, we explore the relationship between the relaxed problems based on different traffic flow models (PQ, SQ, CTM) and a minimal cost flow (MCF) problem for a special space-expansion network. It is shown that all the four problem formulations produce the same minimal system cost and share one common solution which does not involve inside queues in the network. Efficient solution algorithms such as the network simplex method can be applied to solve the MCF problem and identify such an optimal traffic pattern. Numerical examples are also presented to demonstrate the efficiency of the proposed solution procedure.     

Robustness of the off-line a priori stochastic dynamic traffic assignment solution for on-line operations

This paper focuses on the off-line stochastic dynamic traffic assignment (DTA) problem as part of a hybrid framework that combines off-line and on-line strategies to solve the on-line DTA problem. The primary concept involves the explicit recognition of stochasticity in O–D demand and/or network supply conditions to determine a robust off-line a priori solution that serves as the initial solution on-line. This strategy ensures that the computationally intensive components, which exploit historical data, are executed off-line while circumventing the need for very accurate on-line O–D demand forecast models. Thereby, efficient on-line reactive strategies could be used to address unfolding traffic conditions. The paper investigates the robustness of the off-line a priori DTA solution under plausible on-line situations. The results illustrate the superiority of the a priori solution over the currently used mean O–D demand-based solution for on-line route guidance applications.     

A Topological Method to Choose Optimal Solutions after Solving the Multi-criteria Urban Road Network Design Problem

The paper proposes and applies a method for systematically sorting and reducing the number of different possible solutions to a network design problem (NDP). This is achieved first by defining a topological similarity measurement and then by applying cluster analysis. The NDP can be derived from the scientific literature. In general, the method consists of some models and subsequent algorithms that generate different solutions (enumerative, branch and bound, genetic, expert panel, ...) and evaluate for each solution an objective function (with deterministic or stochastic network assignment and with elastic or inelastic demand). The NDP, mainly in urban areas, needs multi-criteria evaluation and in each case a large set of non-dominated solutions is generated. In this paper, in order to select solutions and identify latent optimal network layouts, cluster analysis is carried out. The methodology utilises a “cluster” formation in relation to the solution topology and a “best” (representative) solutions extraction in relation to the criteria values. It can be utilised after solving the existing multi-criteria NDP and in other network problems, where the best solutions (for global or local network layouts) are extracted (with respect to the network topology) from a large set. The method is applied in a test system and on different real networks in two Italian towns, in order to analyse the goodness of the solution algorithm and assess its possible application to different networks.     

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.     

Geographic information system design for network equilibrium-based travel demand models

Travel demand analyses are useful for transportation planning and policy development in a study area. However, travel demand modeling faces two obstacles. First, standard practice solves the four travel components (trip generation, trip distribution, modal split and network assignment) in a sequential manner. This can result in inconsistencies and non-convergence. Second, the data required are often complex and difficult to manage. Recent advances in formal methods for network equilibrium-based travel demand modeling and computational platforms for spatial data handling can overcome these obstacles. In this paper we report on the development of a prototype geographic information system (GIS) design to support network equilibrium-based travel demand models. The GIS design has several key features, including: (i) realistic representation of the multimodal transportation network, (ii) increased likelihood of database integrity after updates, (iii) effective user interfaces, and (iv) efficient implementation of network equilibrium solution algorithms.     

A complex network perspective for characterizing urban travel demand patterns: graph theoretical analysis of large-scale origin–destination demand networks

Urban travel demand, consisting of thousands or millions of origin–destination trips, can be viewed as a large-scale weighted directed graph. The paper applies a complex network-motivated approach to understand and characterize urban travel demand patterns through analysis of statistical properties of origin–destination demand networks. We compare selected network characteristics of travel demand patterns in two cities, presenting a comparative network-theoretic analysis of Chicago and Melbourne. The proposed approach develops an interdisciplinary and quantitative framework to understand mobility characteristics in urban areas. The paper explores statistical properties of the complex weighted network of urban trips of the selected cities. We show that travel demand networks exhibit similar properties despite their differences in topography and urban structure. Results provide a quantitative characterization of the network structure of origin–destination demand in cities, suggesting that the underlying dynamical processes in travel demand networks are similar and evolved by the distribution of activities and interaction between places in cities.