Integrated modeling of high performance passenger and freight train planning on shared-use corridors in the US

This paper studies strategic level train planning for high performance passenger and freight train operations on shared-use corridors in the US. We develop a hypergraph-based, two-level approach to sequentially minimize passenger and freight costs while scheduling train services. Passenger schedule delay and freight lost demand are explicitly modeled. We explore different solution strategies and conclude that a problem-tailored linearized reformulation yields superior computational performance. Using realistic parameter values, our numerical experiments show that passenger cost due to schedule delay is comparable to in-vehicle travel time cost and rail fare. In most cases, marginal freight cost increase from scheduling more passenger trains is higher than marginal reduction in passenger schedule delay cost. The heterogeneity of train speed reduces the number of freight trains that can run on a corridor. Greater tolerance for delays could reduce lost demand and overall cost on the freight side. The approach developed in the paper could be applied to other scenarios with different parameter values.     

New routes on old railways: increasing rail’s mode share within the constraints of the existing railway network

This paper describes an integrated methodology for identifying potential ‘quick wins’ for mode shift from road to passenger rail transport. Firstly, a procedure for analysing rail’s relative competitiveness in the market for passenger transport between large urban areas is developed and then applied to a UK case study. The purpose of such analysis is to allow the identification of flows where rail is currently relatively uncompetitive (in terms of journey time in particular) and to assess the reasons for this poor performance, so that the issues which suppress rail use may be addressed. In parallel, a framework, methodology and tool for the assessment of existing and potential capacity (trains, seats, TEUs, etc.) is developed for both passenger and freight traffic, to identify and address network constraints. An illustrative example of the use of these demand and capacity assessment tools is then presented, with the tools used to identify and evaluate flows where rail demand is suppressed by poor service quality and where spare capacity exists which would allow the passenger rail service to be improved without requiring significant investments in infrastructure. The effects of such improvements on demand are predicted, and the cost implications of operating such additional services are discussed. The analysis suggests that there may be significant potential for increasing rail’s mode share by providing additional inter-urban services where rail currently offers an inferior service.     

Passenger rail in North America in the light of developments in Western Europe and Japan

Because of different geo‐demographic and economic conditions, the impact of the new passenger modes (road and air) on rail travel was much larger in North America than in Europe. In 1960s and 1970s, as the railway share of intercity traffic in North America shrunk to a negligible one or two percent, the passenger trains were abandoned by private railway companies and taken over by state organizations, which have continued to operate traditional trains and generate mounting losses. On the technology side, no attempts have been made to improve competitiveness of trains vis‐a‐vis automobiles and airplanes.

In Europe and Japan, the railways responded to the challenge by (i) upgrading the performance (speed) and comfort of traditional trains operating on existing tracks and (ii) developing trains which could, on short and intermediate range distances, compete successfully, in terms of speed and economy, with the road and air modes. The Japanese (Shinkansen trains) and French (TGV trains) experience clearly shows that trains operating on dedicated lines at average speeds of 150 to 200 km/hr provide a superior transportation service and economy on high‐traffic intercity routes of up to about 500 km length. In this paper the factors responsible for the present status of passenger rail in North America are analysed, the current policies in the U.S. and Canada are evaluated in the light of experience to date and developments abroad, and suggestions for a long‐term passenger rail policy are made. This includes examination of (i) the viability of continued subsidization of traditional train services, (ii) the viability of operation of faster trains on existing tracks, (iii) the scope for introduction of modern, fast trains on dedicated lines in high‐density, intercity corridors, (iv) the application of fast trains as access to major airports and integration of airports with fast intercity lines, and (v) the impact of energy (oil) consumption in transportation.

     

High-Speed Rail Operations on an Existing Network: An Assessment Model for China

High-speed rail operations have the potential to reduce the long-term decline in rail passenger travel demand for the medium to long distance inter-urban markets. Such decline has been evident through most of the industrialized countries where air and road transport tend to be the dominant modes. In China, the operations of long distance high-speed rail on fully dedicated track is not very easy to implement, due to the high proportion of passengers who travel between high-speed and conventional railways. An alternative approach would be to allow for mixed operations with trains of various speeds on the same track. This article puts forward a simulation model designed to allow an evaluation of the most efficient distance for high-speed rail operations under mixed train speed scenarios. The model takes into account the main operating parameters such as passenger volumes, train speeds, capital and maintenance costs, train operating costs and energy consumption. The distance of high-speed train running on conventional rail that will yield the most economic benefit can be estimated using the model. The article includes the results of using the model for a specific example. It is concluded that large-scale high-speed trains have the potential to be successfully operated on conventional rail networks.     

The structure of intercity travel demands in Canada: Theory tests and empirical results

This paper presents results of an econometric study study of intercity travel demands in Canada, 1961–1976. A translog form of reciprocal indirect utility function is used to test the structure of preferences in five demand sectors: three travel modes, goods and other services. Travel sector preferences are found to be time- and season varying but independent of average weekly work hours. The aggregate results indicate that the demands for all three passenger modes are price-elastic; bus and rail exhibit moderate complementarity, while rail and air are weakly complementary. The most important result derived from our tests of separability was that the demand system for the three passenger modes is inextricably tied to the rest of the economy, and therefore, may not be studied in isolation from the goods and other services sectors.     

A GIS-based planning approach to locating urban rail terminals

This paper develops a flexible GIS-based methodology for evaluating the potential locations of terminal park-and-ride facilities along urban rail lines. The methodology differs from political-based approaches and traditional travel demand modeling in its use of an objective measure of accessibility to gage the suitability of a site. The methodology begins by constructing an index of derived demand for rail usage based on the local demographics. Principal component analysis (PCA) is used as a means of constructing an index of derived demand consistent with other passenger surveys. Next, trade areas or commutersheds are calculated for each candidate park-and-ride location based on realistic measures of accessibility and network based drive times, taking into account competition among candidates for riders. Following the analysis, the candidate locations and their commutersheds are delineated and visualized in the GIS environment. In summary, application of this method produces a site-specific suitability index that may be used to rank and compare potential park-and-ride locations. We illustrate how our approach fits within the context of the larger-scale corridor study as a complimentary means of refining the location of urban rail stations. The analysis uses the proposed rail system for Columbus Ohio as a case study. This revised version was published online in June 2006 with corrections to the Cover Date.     

A hierarchical line planning approach for a large-scale high speed rail network: The China case

Planning a set of train lines in a large-scale high speed rail (HSR) network is typically influenced by issues of longer travel distance, high transport demand, track capacity constraints, and a non-periodic timetable. In this paper, we describe an integrated hierarchical approach to determine line plans by defining the stations and trains according to two classes. Based on a bi-level programming model, heuristics are developed for two consecutive stages corresponding to each classification. The approach determines day-period based train line frequencies as well as a combination of various stopping patterns for a mix of fast trunk line services between major stations and a variety of slower body lines that offer service to intermediate stations, so as to satisfy the predicted passenger transport demand. Efficiencies of the line plans described herein concern passenger travel times, train capacity occupancy, and the number of transfers. Moreover, our heuristics allow for combining many additional conflicting demand–supply factors to design a line plan with predominantly cost-oriented and/or customer-oriented objectives. A range of scenarios are developed to generate three line plans for a real-world example of the HSR network in China using a decision support system. The performance of potential train schedules is evaluated to further examine the feasibility of the obtained line plans through graphical timetables.     

弹性需求下的轨道交通客流分配模型和算法研究

文章分析了轨道交通客流需求量的影响因素,以拥挤条件下的出行阻抗函数为基础,通过引入弹性需求条件下的轨道交通均衡配流条件,构建了弹性需求的均衡配流模型。根据模型的特点,给出了改进的用于求解弹性需求下的轨道交通均衡配流模型的Frank-wolfe算法。最后通过一个算例说明了算法的有效性和合理性。     

基于交通渗流理论的城市轨道交通网络动态服务瓶颈识别

为准确把握轨道交通网络化运营的新态势和新要求,力求轨道交通系统在大客流下做到运输能力和服务水平的供需匹配,需对轨道交通网络的关键瓶颈进行有效识别和疏解。本文借鉴交通渗流理论,提出了限制网络整体服务水平和连通效能的动态服务瓶颈的识别方法,该方法综合考虑了城市轨道交通系统的网络特性、客流特性和服务特性。其中针对区间服务水平状态,该方法提出了定量评定的复合指标模型。以成都地铁线网为案例,基于实际客流运营数据,构建动态网络,识别服务瓶颈,验证了方法的适用性和准确性,对城市轨道交通系统运营管理有实际指导意义。     

A bi-level model for single-line rail timetable design with consideration of demand and capacity

This paper proposes a bi-level model to solve the timetable design problem for an urban rail line. The upper level model aims at determining the headways between trains to minimize total passenger cost, which includes not only the usual perceived travel time cost, but also penalties during travel. With the headways given by the upper level model, passengers’ arrival times at their origin stops are determined by the lower level model, in which the cost-minimizing behavior of each passenger is taken into account. To make the model more realistic, explicit capacity constraints of individual trains are considered. With these constraints, passengers cannot board a full train, but wait in queues for the next coming train. A two-stage genetic algorithm incorporating the method of successive averages is introduced to solve the bi-level model. Two hypothetical examples and a real world case are employed to evaluate the effectiveness of the proposed bi-level model and algorithm. Results show that the bi-level model performs well in reducing total passenger cost, especially in reducing waiting time cost and penalties. And the section loading-rates of trains in the optimized timetable are more balanced than the even-headway timetable. The sensitivity analyses show that passenger’s desired arrival time interval at destination and crowding penalty factor have a high influence on the optimal solution. And with the dispersing of passengers' desired arrival time intervals or the increase of crowding penalty factor, the section loading-rates of trains become more balanced.     

Passenger oriented railway disruption management by adapting timetables and rolling stock schedules

In passenger railway operations, unforeseen events require railway operators to adjust their timetable and their resource schedules. The passengers will also adapt their routes to their destinations. When determining the new timetable and rolling stock schedule, the railway operator has to take passenger behavior into account. The operator should increase the capacity of trains for which the operator expects more demand than on a regular day. Furthermore, the operator could increase the frequency of the trains that serve stations with an additional demand.This paper describes a real-time disruption management approach which integrates the rescheduling of the rolling stock and the timetable by taking the changed passenger demand into account. The timetable decisions are limited to additional stops of trains at stations at which they normally would not call. Several variants of the approach are suggested, with the difference in how to determine which additional stops should be executed.Real-time rescheduling requires fast solutions. Therefore a heuristic approach is used. We demonstrate the performance of the several variants of our algorithm on realistic instances of Netherlands Railways, the major railway operator in the Netherlands.     

Effectiveness of roadside crash countermeasures

In this article, an "intelligent" airline seat inventory control system is developed. Applications of the system are considered for both nonstop flights and flights with stopovers. The system developed is able to recognize a situation characterized by the number of reservations made by individual passenger classes and the number of canceled reservations at a certain moment in time before departure. The system can also make the appropriate decision without knowing the functional relationships in effect between individual variables. As in other intelligent systems, the "intelligent" airline seat inventory control system proposed here is able to generalize, adapt and learn based on new knowledge and new information. The "intelligent" airline seat inventory control system is based on fuzzy logic. The system makes on-line decisions as to whether to accept or reject any passenger request using established fuzzy rules. The "intelligent" system's results are compared with those of the EMSR model for nonstop flights. The results for flights with stopovers are compared with those obtained using integer programming. The final conclusions are very promising.     

Crowding in public transport systems: Effects on users,operation and implications for the estimation of demand

The effects of high passenger density at bus stops, at rail stations, inside buses and trains are diverse. This paper examines the multiple dimensions of passenger crowding related to public transport demand, supply and operations, including effects on operating speed, waiting time, travel time reliability, passengers’ wellbeing, valuation of waiting and in-vehicle time savings, route and bus choice, and optimal levels of frequency, vehicle size and fare. Secondly, crowding externalities are estimated for rail and bus services in Sydney, in order to show the impact of crowding on the estimated value of in-vehicle time savings and demand prediction. Using Multinomial Logit (MNL) and Error Components (EC) models, we show that alternative assumptions concerning the threshold load factor that triggers a crowding externality effect do have an influence on the value of travel time (VTTS) for low occupancy levels (all passengers sitting); however, for high occupancy levels, alternative crowding models estimate similar VTTS. Importantly, if demand for a public transport service is estimated without explicit consideration of crowding as a source of disutility for passengers, demand will be overestimated if the service is designed to have a number of standees beyond a threshold, as analytically shown using a MNL choice model. More research is needed to explore if these findings hold with more complex choice models and in other contexts.     

Short-term forecasting of high-speed rail demand: A hybrid approach combining ensemble empirical mode decomposition and gray support vector machine with real-world applications in China

Short-term forecasting of high-speed rail (HSR) passenger flow provides daily ridership estimates that account for day-to-day demand variations in the near future (e.g., next week, next month). It is one of the most critical tasks in high-speed passenger rail planning, operational decision-making and dynamic operation adjustment. An accurate short-term HSR demand prediction provides a basis for effective rail revenue management. In this paper, a hybrid short-term demand forecasting approach is developed by combining the ensemble empirical mode decomposition (EEMD) and grey support vector machine (GSVM) models. There are three steps in this hybrid forecasting approach: (i) decompose short-term passenger flow data with noises into a number of intrinsic mode functions (IMFs) and a trend term; (ii) predict each IMF using GSVM calibrated by the particle swarm optimization (PSO); (iii) reconstruct the refined IMF components to produce the final predicted daily HSR passenger flow, where the PSO is also applied to achieve the optimal refactoring combination. This innovative hybrid approach is demonstrated with three typical origin–destination pairs along the Wuhan-Guangzhou HSR in China. Mean absolute percentage errors of the EEMD-GSVM predictions using testing sets are 6.7%, 5.1% and 6.5%, respectively, which are much lower than those of two existing forecasting approaches (support vector machine and autoregressive integrated moving average). Application results indicate that the proposed hybrid forecasting approach performs well in terms of prediction accuracy and is especially suitable for short-term HSR passenger flow forecasting.     

Designing an integrated distribution system for catering services for high-speed railways: A three-echelon location routing model with tight time windows and time deadlines

An emerging task in catering services for high-speed railways (CSHR) is to design a distribution system for the delivery of high-quality perishable food products to trains in need. This paper proposes a novel model for integrating location decision making with daily rail catering operations, which are affected by various aspects of rail planning, to meet time-sensitive passenger demands. A three-echelon location routing problem with time windows and time budget constraints (3E-LRPTWTBC) is thus proposed toward formulating this integrated distribution system design problem. This model attempts to determine the capacities/locations of distribution centers and to optimize the number of meals delivered to stations. The model also attempts to generate a schedule for refrigerated cars traveling from distribution centers to rail stations for train loading whereby meals can be catered to trains within tight time windows and sold before a specified time deadline. By relaxing the time-window constraints, a relaxation model that can be solved using an off-the-shelf mixed integer programming (MIP) solver is obtained to provide a lower bound on the 3E-LRPTWTBC. A hybrid cross entropy algorithm (HCEA) is proposed to solve the 3E-LRPTWTBC. A small-scale case study is implemented, which reveals a 9.3% gap between the solution obtained using the HCEA and that obtained using the relaxation model (RM). A comparative analysis of the HCEA and an exhaustive enumeration algorithm indicates that the HCEA shows good performance in terms of computation time. Finally, a case study considering 156 trains on the Beijing-Shanghai high-speed corridor and a large-scale case study considering 1130 trains on the Chinese railway network are addressed in a comprehensive study to demonstrate the applicability of the proposed models and algorithm.     

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.     

Rail line length in a crosstown corridor with many-to-many demand

An analytical model that determines the optimal location and length of rail line along a crosstown transportation corridor with the objective of minimizing the total transportation cost is presented. A general, many-to-many passenger demand pattern is considered. The objective function, which includes the rail and bus riding costs, rail and bus operating costs, rail fleet costs and rail line costs, is minimized by using the classical optimization method with the aid of a computer program developed for the model. The model is applied to the Northwest-South transportation corridor in Calgary, Alberta, and the sensitivity of the optimal rail line location and length to the unit cost and demand parameters at their reasonable ranges is tested. It is found that although the total passenger demand, unit rail line cost, and unit bus operating cost have greater influence than the unit bus and rail riding costs, and unit rail fleet and operating costs, the optimal line length is generally insensitive to all these parameters. It is also found that the length of the existing LRT line in the corridor is comparable to the optimal line length obtained from the model, but the existing line should be extended further south in order to meet the heavier demand in that direction optimally.     

Bus Rapid Transit System in Istanbul: A Success Story or Flawed Planning Decision?

Abstract

There is a growing tendency in cities around the world to invest in Bus Rapid Transit (BRT) systems in an attempt to improve the capacity and quality of public transport services. The appeal of BRTs is based on their ability to combine the service level of rail transit systems with the flexibility of buses at relatively lower investment costs, and this was the motivation behind the opening of such a system in the Turkish city of Istanbul in 2007. This system has attracted mixed opinions as to its performance, as while passenger ridership figures are extremely high, proving the effectiveness of the system, there is an argument that the corridor should have been developed with rail technology, and that the BRT is failing to meet the demand. The paper presents a comprehensive analysis of this system, assessing its planning and performance through a comparative analysis of a number of BRTs in the world and Istanbul's metro and tram systems. The analysis confirms the success of the system in terms of passenger statistics, but also highlights a number of problems in certain planning decisions that should be addressed, thus taking the discussion beyond a simplified comparison of bus and rail technologies.     

基于乘客寻路行为的城市轨道交通车站导向标识序化设置研究

为实现轨道交通车站内客流快速疏散,避免因乘客滞留造成站内乘客出行效率低以及大客流压力导致的安全隐患等问题,本文对目前国内导向标识的设置原则及功能进行描述,依托大数据等信息化技术分析行人寻路行为机理及出行特征与导向标识序化设置间的关系,研究导向标识的序化设置,依据行人在不同交通设施的步行速度及信息处理时间,并提出在站内停顿点数量较多的通道、楼梯口及闸机处设置导向标识的位置,进而对导向标识的设置进行人性化和合理化的优化设置,对轨道车站内停顿点位置进行导向标识的合理布设,以快速引导行人进行出行决策,减少停顿点数量。     

Multi-modal and demand-responsive passenger transport systems: a modelling framework with embedded control systems

The LITRES-2 modelling system provides a framework for investigating the performance of urban passenger transport systems, with particular attention to demand-responsive transport modes and traveller information technologies. The modes covered include conventional timetabled services (buses, trains etc.), taxis (both single- and multiple-hire), and other demand-responsive services. Tables of estimated aggregate demand are disaggregated so as to produce a stream of fully-articulated travel-requests. Individual requests are resolved as single- or multiple-leg journeys, through the use of request-broking and journey-planning modules that seek to minimise travellers' generalised costs. Journey-legs allocated to demand-responsive modes are handled by a fleet-scheduling module which includes provision for “instantaneous” as well as advance-notice bookings, and for contingent situations such as breakdowns and passenger no-shows. The fleet-scheduling and journey-planning modules are designed as embedded control systems and are intended for use in real-time as well as modelling applications. The paper describes the main analytical and procedural components of LITRES-2, and assesses some methodological issues arising from experience in recent planning studies. The system appears to be well suited for use in modelling situations where the critical issues are concerned with the supply rather than demand side of transportation activity.