Development of a probabilistic model to optimize disseminated real‐time bus arrival information for pre‐trip passengers

In the advent of Advanced Traveler Information Systems (ATIS), the total wait time of passengers for buses may be reduced by disseminating real‐time bus arrival times for the next or series of buses to pre‐trip passengers through various media (e.g., internet, mobile phones, and personal digital assistants). A probabilistic model is desirable and developed in this study, while realistic distributions of bus and passenger arrivals are considered. The disseminated bus arrival time is optimized by minimizing the total wait time incurred by pre‐trip passengers, and its impact to the total wait time under both late and early bus arrival conditions is studied. Relations between the optimal disseminated bus arrival time and major model parameters, such as the mean and standard deviation of arrival times for buses and pre‐trip passengers, are investigated. Analytical results are presented based on Normal and Lognormal distributions of bus arrivals and Gumbel distribution of pre‐trip passenger arrivals at a designated stop. The developed methodology can be practically applied to any arrival distributions of buses and passengers.     

Optimal timetable development for community shuttle network with metro stations

This paper investigates an issue for optimizing synchronized timetable for community shuttles linked with metro service. Considering a passenger arrival distribution, the problem is formulated to optimize timetables for multiple community shuttle routes, with the objective of minimizing passenger’s schedule delay cost and transfer cost. Two constraints, i.e., vehicle capacity and fleet size, are modeled in this paper. The first constraint is treated as soft, and the latter one is handled by a proposed timetable generating method. Two algorithms are employed to solve the problem, i.e., a genetic algorithm (GA) and a Frank–Wolfe algorithm combined with a heuristic algorithm of shifting departure times (FW-SDT). FW-SDT is an algorithm specially designed for this problem. The simulated and real-life examples confirm the feasibility of the two algorithms, and demonstrate that FW-SDT outperforms GA in both accuracy and effectiveness.     

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

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

Train scheduling for minimizing passenger waiting time with time-dependent demand and skip-stop patterns: Nonlinear integer programming models with linear constraints

This paper focuses on how to minimize the total passenger waiting time at stations by computing and adjusting train timetables for a rail corridor with given time-varying origin-to-destination passenger demand matrices. Given predetermined train skip-stop patterns, a unified quadratic integer programming model with linear constraints is developed to jointly synchronize effective passenger loading time windows and train arrival and departure times at each station. A set of quadratic and quasi-quadratic objective functions are proposed to precisely formulate the total waiting time under both minute-dependent demand and hour-dependent demand volumes from different origin–destination pairs. We construct mathematically rigorous and algorithmically tractable nonlinear mixed integer programming models for both real-time scheduling and medium-term planning applications. The proposed models are implemented using general purpose high-level optimization solvers, and the model effectiveness is further examined through numerical experiments of real-world rail train timetabling test cases.     

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.     

An equity‐based passenger flow control model with application to Hong Kong‐Shenzhen border‐crossing

Cross‐border passengers from Hong Kong to Shenzhen by the east Kowloon‐Canton Railway (KCR) through the Lo Wu customs exceed nearly 200 thousand on a special day such as a day during the Chinese Spring Festival. Such heavy passenger demand often exceeds the processing and holding capacity of the Lo Wu customs for many hours a day. Thus, passengers must be metered off at all entrance stations along the KCR line through ticket rationing to restrain the number of passengers waiting at Lo Wu within its safe holding capacity. This paper proposes an optimal control strategy and model to deal with this passenger crowding and control problem. Because the maximum passenger checkout rate at Lo Wu is fixed, total passenger waiting time is not affected by the control strategy for given time‐dependent arriving rates at each station. An equity‐based control strategy is thus proposed to equalize the waiting times of passengers arriving at all stations at the same time. This equity is achieved through optimal allocation of the total quota of tickets to all entrance stations for each train service. The total ticket quota for each train service is determined such that the capacity constraint of the passenger queue at Lo Wu is satisfied. The control problem is formulated as a successive linear programming problem and demonstrated for the KCR system with partially simulated data.     

A stochastic optimization model for transit network timetable design to mitigate the randomness of traveling time by adding slack time

Transit network timetabling aims at determining the departure time of each trip of all lines in order to facilitate passengers transferring either to or from a bus. In this paper, we consider a bus timetabling problem with stochastic travel times (BTP-STT). Slack time is added into timetable to mitigate the randomness in bus travel times. We then develop a stochastic integer programming model for the BTP-STT to minimize the total waiting time cost for three types of passengers (i.e., transferring passengers, boarding passengers and through passengers). The mathematical properties of the model are characterized. Due to its computational complexity, a genetic algorithm with local search (GALS) is designed to solve our proposed model (OPM). The numerical results based on a small bus network show that the timetable obtained from OPM reduces the total waiting time cost by an average of 9.5%, when it is tested in different scenarios. OPM is relatively effective if the ratio of the number of through passengers to the number of transferring passengers is not larger than a threshold (e.g., 10 in our case). In addition, we test different scale instances randomly generated in a practical setting to further verify the effectiveness of OPM and GALS. We also find that adding slack time into timetable greatly benefits transferring passengers by reducing the rate of transferring failure.     

Multi-objective re-synchronizing of bus timetable: Model,complexity and solution

This work is originally motived by the re-planning of a bus network timetable. The existing timetable with even headways for the network is generated using line by line timetabling approach without considering the interactions between lines. Decision-makers (i.e., schedulers) intend to synchronize vehicle timetable of lines at transfer nodes to facilitate passenger transfers while being concerned with the impacts of re-designed timetable on the regularity of existing timetable and the accustomed trip plans of passengers. Regarding this situation, we investigate a multi-objective re-synchronizing of bus timetable (MSBT) problem, which is characterized by headway-sensitive passenger demand, uneven headways, service regularity, flexible synchronization and involvement of existing bus timetable. A multi-objective optimization model for the MSBT is proposed to make a trade-off between the total number of passengers benefited by smooth transfers and the maximal deviation from the departure times of the existing timetable. By clarifying the mathematical properties and solution space of the model, we prove that the MSBT problem is NP-hard, and its Pareto-optimal front is non-convex. Therefore, we design a non-dominated sorting genetic (NSGA-II) based algorithm to solve this problem. Numerical experiments show that the designed algorithm, compared with enumeration method, can generate high-quality Pareto solutions within reasonable times. We also find that the timetable allowing larger flexibility of headways can obtain more and better Pareto-optimal solutions, which can provide decision-makers more choice.     

长途跨线高速列车直达与中转选择问题

我国快速客运网基本形成,长途跨线列车直达与中转选择对于高速列车开行方案设计至关重要。为提升长途跨线高速列车开行效益和服务品质,按长途跨线列车直达与中转方式对比的思路,以旅客出行需求、基础设施能力、移动设备能力等多方面因素对长途跨线列车开行方式的影响为约束条件,研究长途跨线列车直达与中转选择模型及求解方法。选取2025年15个长途跨线起讫点为对象进行案例研究,提出D站—E站、F站—D站等9个起迄点之间开行长途跨线直达列车的建议方案,研究表明直达与中转换乘选择模型能够解决长途跨线列车开行方案编制问题。     

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.     

Train rescheduling model with train delay and passenger impatience time in urban subway network

This paper considers the train rescheduling problem with train delay in urban subway network. With the objective of minimizing the negative effect of train delay to passengers, which is quantified with a weighted combination of travel time cost and the cost of giving up the planned trips, train rescheduling model is proposed to jointly synchronize both train delay operation constraints and passenger behavior choices. Space–time network is proposed to describe passenger schedule‐based path choices and obtain the shortest travel times. Impatience time is defined to describe the intolerance of passengers to train delay. By comparing the increased travel time due to train delay with the passenger impatience time, a binary variable is defined to represent whether the passenger will give up their planned trips or not. The proposed train rescheduling model is implemented using genetic algorithm, and the model effectiveness is further examined through numerical experiments of real‐world urban subway train timetabling test. Duration effects of the train delay to the optimization results are analyzed. Copyright © 2017 John Wiley & Sons, Ltd.     

Optimizing train stopping patterns and schedules for high-speed passenger rail corridors

High-speed railway (HSR) systems have been developing rapidly in China and various other countries throughout the past decade; as a result, the question of how to efficiently operate such large-scale systems is posing a new challenge to the railway industry. A high-quality train timetable should take full advantage of the system’s capacity to meet transportation demands. This paper presents a mathematical model for optimizing a train timetable for an HSR system. We propose an innovative methodology using a column-generation-based heuristic algorithm to simultaneously account for both passenger service demands and train scheduling. First, we transform a mathematical model into a simple linear programming problem using a Lagrangian relaxation method. Second, we search for the optimal solution by updating the restricted master problem (RMP) and the sub-problems in an iterative process using the column-generation-based algorithm. Finally, we consider the Beijing–Shanghai HSR line as a real-world application of the methodology; the results show that the optimization model and algorithm can improve the defined profit function by approximately 30% and increase the line capacity by approximately 27%. This methodology has the potential to improve the service level and capacity of HSR lines with no additional high-cost capital investment (e.g., the addition of new tracks, bridges and tunnels on the mainline and/or at stations).     

Travel itinerary problem

In this study, we propose a travel itinerary problem (TIP) which aims to find itineraries with the lowest cost for travelers visiting multiple cities, under the constraints of time horizon, stop times at cities and transport alternatives with fixed departure times, arrival times, and ticket prices. First, we formulate the TIP into a 0–1 integer programming model. Then, we decompose the itinerary optimization into a macroscopic tour (i.e., visiting sequence between cities) selection process and a microscopic number (i.e., flight number, train number for each piece of movement) selection process, and use an implicit enumeration algorithm to solve the optimal combination of tour and numbers. By integrating the itinerary optimization approach and Web crawler technology, we develop a smart travel system that is able to capture online transport data and recommend the optimal itinerary that satisfies travelers’ preferences in departure time, arrival time, cabin class, and transport mode. Finally, we present case studies based on real-life transport data to illustrate the usefulness of itinerary optimization for minimizing travel cost, the computational efficiency of the implicit enumeration algorithm, and the feasibility of the smart travel system.     

Modelling waiting time for passengers transferring from rail to buses

This paper develops a mathematical model to calculate the average waiting time for passengers transferring from rail transit to buses based on the statistical analysis of primary data collected in Beijing. An important part of the average waiting time modelling is to analyse the distributions of passenger arrival rates. It is shown that the lognormal and gamma distributions have the best fit for direct transfer and non-direct transfer passengers, respectively. Subsequently, an average waiting time model for transferring passengers is developed based on passenger arrival rate distributions. Furthermore, case studies are conducted for two scenarios with real and estimated data, resulting in relative errors of ?3.69% and ?3.77%, respectively. Finally, the paper analyses the impacts of bus headway, the headway of rail cars, and the proportion of direct transfer passengers on average waiting time.     

Optimal slack time for timed transfers at a transit terminal

At transit terminals where two routes interchange passengers, total system costs may be reduced by allowing some “slack” time in the vehicle schedules to decrease the probability of missed connections. Transfer cost functions are formulated and used to determine optimal slack time for simple systems with transfers between one bus route and one rail line. Some analytic results are derived for empirical discrete and Gumbel distributions of bus arrival times. Relations between the optimal slack times and headways, transfer volumes, passenger time values, bus operating costs, and standard deviations of bus and train arrivals are also developed numerically using normally distributed arrivals. However, the proposed numerical approach can optimize slack times for any observed arrival distributions. The results provide some guidelines on desirable slack times and show that schedule coordination between the two routes is not worth attempting when standard deviations of arrivals exceed certain levels. Possible extensions of this work are suggested in the last section.     

Train boarding and alighting rates at high passenger loads

Line capacity in metro and high‐frequency suburban railways is as much determined by station stop times as by factors such as line speed or train acceleration. This paper applies the method developed by London Underground to estimate the time that trains spend at stations, as a function of the physical characteristics of the situation (e.g. train door width) and the numbers of passengers involved. Analysis was carried out on a number of alternative designs for refurbishment of South West Trains' Class 455 inner‐suburban rolling stock. Whilst there is indeed an interaction between boarding and alighting passengers, this paper demonstrates that the LUL relationship breaks down at the highest passenger loads. Moreover, results indicate that passenger flow is not equal between different parts of the same group of boarders or alighters.     

Energy-efficient metro train rescheduling with uncertain time-variant passenger demands: An approximate dynamic programming approach

In a heavily congested metro line, unexpected disturbances often occur to cause the delay of the traveling passengers, infeasibility of the current timetable and reduction of the operational efficiency. Due to the uncertain and dynamic characteristics of passenger demands, the commonly used method to recover from disturbances in practice is to change the timetable and rolling stock manually based on the experiences and professional judgements. In this paper, we develop a stochastic programming model for metro train rescheduling problem in order to jointly reduce the time delay of affected passengers, their total traveling time and operational costs of trains. To capture the complexity of passenger traveling characteristics, the arriving ratio of passengers at each station is modeled as a non-homogeneous poisson distribution, in which the intensity function is treated as time-varying origin-to-destination passenger demand matrices. By considering the number of on-board passengers, the total energy usage is modeled as the difference between the tractive energy consumption and the regenerative energy. Then, we design an approximate dynamic programming based algorithm to solve the proposed model, which can obtain a high-quality solution in a short time. Finally, numerical examples with real-world data sets are implemented to verify the effectiveness and robustness of the proposed approaches.     

Time control point strategy coupled with transfer coordination in bus schedule design

A schedule consisting of an appropriate arrival time at each time control point can ensure reliable transport services. This paper develops a novel time control point strategy coupled with transfer coordination for solving a multi‐objective schedule design problem to improve schedule adherence and reduce intermodal transfer disutility. The problem is formulated using a robust mixed‐integer nonlinear programming model. The mixed‐integer nonlinear programming model is equivalently transformed into a robust mixed‐integer linear programming model, which is then approximated by a deterministic mixed‐integer linear programming model through Monte Carlo simulation. Thus, the optimal scheduled arrival time at each time control point can be precisely obtained using cplex . Numerical experiments based on three bus lines and the mass rapid transit system in Singapore are presented, and the results show that the schedule determined using the developed model is able to provide not only reliable bus service but also a smooth transfer experience for passengers. Copyright © 2016 John Wiley & Sons, Ltd.     

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

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

Estimation of rail passenger flow and system utilization with ticket transaction and gate data

Capturing the dynamics in passenger flow and system utilization over time and space is extremely important for railway operators. Previous studies usually estimated passenger flow using automatic fare collection data, and their applications are limited to a single stopping pattern and/or a single type of ticket. However, the conventional railway in Taiwan provides four types of ticket and five types of train service with a number of stopping patterns. This study develops a comprehensive framework and corresponding algorithms to map passenger flow and evaluate system utilization. A multinomial logit model is constructed and incorporated in the algorithms to estimate passenger train selection behavior. Results from the empirical studies demonstrate that the developed framework and algorithms can successfully match passengers with train services. With this tool, operators can efficiently examine passenger flow and service utilization, thereby quickly adjusting their service strategies accordingly to improve system performance.