Geodemographic analysis and the identification of potential business partnerships enabled by transit smart cards

Smart card automated fare payment systems are being adopted by transit agencies around the world. The data-storage characteristics of smart cards present novel opportunities to enhance transit services. On the one hand, there are fare policies, where smart card holders are given specific rebates on the use of the service based on usage patterns or levels. On the other, there are non-fare policies, for instance if holders receive advantages, such as rebates and offers, from commercial partners. The purpose of this paper is to present a geodemographic framework to identify potential commercial partnerships that could exploit the characteristics of smart cards. The framework is demonstrated using data from Montreal, Canada. Household survey data, specifically trip ends, and business data points are jointly used to determine the exposure of various types of establishments to users of the Montreal Metro network. Spatial analysis of business establishments in the neighborhood of metro stations helps to identify potential commercial partners. The results illustrate the potential of geodemographic analysis to generate intelligence of commercial interest.     

Exploring partnership between transit agency and shared mobility company: an incentive program for app-based carpooling

Transportation - How should public transit agencies deliver mobility services in the era of shared mobility? Previous literature recommends that transit agencies actively build partnerships with...     

New evidence on walking distances to transit stops: identifying redundancies and gaps using variable service areas

The percentage of the population being served by a transit system in a metropolitan region is a key system performance measure but depends heavily on the definition of service area. Observing existing service areas can help identify transit system gaps and redundancies. In the public transit industry, buffers at 400 m (0.25 miles) around bus stops and 800 m (0.5 miles) around rail stations are commonly used to identify the area from which most transit users will access the system by foot. This study uses detailed OD survey information to generate service areas that define walking catchment areas around transit services in Montreal, Canada. The 85th percentile walking distance to bus transit service is found to be around 524 m for home-based trip origins, 1,259 m for home-based commuter rail trip origins. Yet these values are found to vary based on our analysis using two statistical models. Walking distances vary based on route and trip qualities (such as type of transit service, transfers and wait time), as well as personal, household, and neighbourhood characteristics. Accordingly, service areas around transit stations should vary based on the service offered and attributes of the people and places served. The generated service areas derived from the generalized statistical model are then used to identify gaps and redundancies at the system and route level using Montreal region as an example. This study can be of benefit to transport engineers and planners trying to maximize transit service coverage in a region while avoiding oversupply of service.     

Through the storm: Transit agency management in response to climate change

The increase in extreme weather events due to climate change poses serious challenges to public transit systems. These events disrupt transit operations, impair service quality, increase threats to public safety, and damage infrastructure. Despite the growing risk of extreme weather and climate change, little is known about how public managers recognize, experience and address these risks. Using data from a national study of public transit agencies we investigate the types of extreme weather events transit agencies are experiencing, the associated risks, and how agencies are preparing for them. We find that while extreme events are commonly experienced by transit agencies across states and transit managers perceive increased risks from these events, most agencies rely on the traditional emergency management approach to address extreme weather ex post rather than taking a proactive approach to mitigating the adverse weather impact on transit assets and infrastructure ex ante. Managers report that a lack of access to financial resources is the greatest challenge for undertaking adaptation and preparation. We conclude with a discussion of what these findings mean for understanding organizational adaptation behavior as well as climate adaptation policy making.     

An actuary method for the estimation and comparison of urban bus transit cost of services

This paper presents a new cost allocation method developed for estimating the fully-allocated costs of the excess peak hour bus transit service provided by two public transit systems. The estimates were produced for the explicit purpose of carrying out a realistic comparison of these costs and the costs of the potential provision of the same service by private operators. The method utilizes the same service data for the analysis. The pragmatic estimation of the fully allocated costs of service by the public and private sectors enables a more accurate estimation of potential cost savings. Sensitivity analysis was also performed using the same costing procedure to determine the range of cost savings that are feasible in a competitive contract arrangement of private sector providers. The new method separates costs of the direct provision of service from other indirect costs and thus facilitates the identification of each cost item and its significance in comparative cost estimates.     

Assessing social equity in distance based transit fares using a model of travel behavior

The goal of this study is to develop and apply a new method for assessing social equity impacts of distance-based public transit fares. Shifting to a distance-based fare structure can disproportionately favor or penalize different subgroups of a population based on variations in settlement patterns, travel needs, and most importantly, transit use. According to federal law, such disparities must be evaluated by the transit agency, but the area-based techniques identified by the Federal Transit Authority for assessing discrimination fail to account for disparities in distances travelled by transit users. This means that transit agencies currently lack guidelines for assessing the social equity impacts of replacing flat fare with distance-based fare structures. Our solution is to incorporate a joint ordinal/continuous model of trip generation and distance travelled into a GIS Decision Support System. The system enables a transit planner to visualize and compare distance travelled and transit-cost maps for different population profiles and fare structures. We apply the method to a case study in the Wasatch Front, Utah, where the Utah Transit Authority is exploring a switch to a distance-based fare structure. The analysis reveals that overall distance-based fares benefit low-income, elderly, and non-white populations. However, the effect is geographically uneven, and may be negative for members of these groups living on the urban fringe.     

Accounting for emissions in the measurement of transit agency efficiency: A directional distance function approach

This paper uses a directional distance function approach to demonstrate the importance of considering a transit agency’s goal of reducing vehicular emissions as well as production of passenger or vehicle-miles, when measuring agency efficiency. This is especially critical given the increased emphasis policymakers may place on efficiency in the allocation of scarce public resources. The analysis includes 43 single mode US bus transit agencies for the year 2000. Results show only five agencies performing efficiently when emission abatement is not included in the analysis, but 22 firms are identified as efficient once emission abatement is considered. Consistent with previous studies, public agencies are found to be less efficient than private agencies, regardless of the efficiency measure used.     

Methods for pre-processing smartcard data to improve data quality

In recent years smartcards have been implemented in many transit systems around the world as a means by which passengers pay for travel. In addition to allowing speedier boardings there are many secondary benefits of smartcard systems including better understanding of travel patterns and behaviour of travellers. Such research is dependent on the smartcard correctly recording the boarding stop, and where available the alighting stop. It is also dependent on the smartcard system correctly aggregating individual rides into trips.This paper identifies causes for why smartcard systems may not correctly record such information. The first contribution of the paper is to propose a set of rules to aggregate individual rides into a single trip. This is critical in the research of activity based modelling as well as for correctly charging the passenger. The second contribution of the paper is to provide an approach to identify erroneous tap-out data, either caused by system problems or by the user. An approach to detecting this phenomenon is provided. The output from this analysis is then used to identify faulty vehicles or data supply using the “comparison against peers approach”. This third contribution of the paper identifies where transit agencies and operators should target resources to improve performance of their Automatic Vehicle Location systems. This method could also be used to identify users who appear to be tapping out too early.The approaches are tested using smartcard data from the Singapore public transport network from one week in April 2011. The results suggest that approximately 7.7% of all smartcard rides recorded the passenger as alighting one stop before the bus stop that they most probably alighted at. A further 0.7% of smartcard rides recorded the passenger as alighting more than one stop before the bus stop that they most probably alighted at. There was no evidence that smartcards overestimated the distance travelled by the passenger.     

The theory of second best in urban mass transit: Management in the public sector as a proforma exercise

This paper focuses on four issues. The first is the case of one-sided investments in mass transit in metropolitan areas of developing countries. It is pointed out that in many cases in which the conditions for optimum investment policies (Pareto's Optimum) are not maintained, excessive investments on mass transit, including large annual operating subsidies, usually lead to substantial sub-optimizations and waste of scarce financial resources. This problem is then reviewed under the light of the “Theory of Second Best” as articulated for all investment options within Welfare Economic Theory. The second issue examined is the matter of recently discovered important diseconomies of scale of large metro transit systems in developing and developed countries, and the need to retain production of transport services within small-scale production units that are well coordinated and controlled. The third issue discussed is the problem of mismanagement of most public sector transit companies and agencies. The notion that most such systems are simply administered, not managed, is being brought up and the requirements for proper management are amplified. Finally, the case of public vs. private ownership of mass transit is being discussed with a distinction between public policies of providing mass transit services and the actual production process of these services. Provision of services represents a public responsibility that belongs to the public sector. However, production of service is a techno-economic process that requires different talents and circumstances. The paper concludes with a strong suggestion for major reorientation of urban mass transit in the metro areas of developing countries towards more efficiency and higher productivity.     

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).     

The effect of crowding on public transit user travel behavior in a large-scale public transportation system through modeling daily variations

In this paper, the crowding effect in a transit vehicle is modeled in a time-expanded network that considers the daily variation in passenger flows. The study models the daily variation of in-vehicle crowding in a real large-scale transit system. A transit assignment for this real network is modeled and implemented by constructing a crowding cost function that follows the valuation of crowding and by using the reliable shortest path finding method. The direct application of the crowding model to a real network for the Utah Transit Authority indicates that crowd modeling with multi-user classes could influence public transportation system planning and affect the revenues of transit agencies. Moreover, the addition of the disutility factor, crowding, does not always appear to cause an increase in disutility for transit users.     

Walking to the bus: perceived versus actual walking distance to bus stops for older adults

The walking trip from an origin or destination to a bus stop or transit station can be a barrier to riding transit for older adults (over age 60) who may walk more slowly than others or experience declining physical mobility. This article examines the relationship between transit ridership and proximity to fixed-route transit stations using survey data for older adults in Buffalo and Erie County, New York. Demographic and socio-economic characteristics—including age, sex, race, income, possessing a driver’s license, frequency of leaving home, and personal mobility limitations—are tested but do not display, in bi-variate analysis, statistically significant differences for transit riders versus non-transit riders. However, features of the built environment—including distance (actual and perceived) between home and transit stop, transit service level, population density, number of street intersections, metropolitan location, and neighborhood crime (property and violent) rate—display statistically significant differences for transit riders versus non-transit riders. Both objective and perceived walking distances to access fixed-route transit show statistically significant differences between transit riders and non-transit riders. Average walking distance from home to transit for non-transit riders—who mostly live in suburbs—is three times greater than average walking distance between home and the nearest transit stop for transit riders—who mostly live in the central city. When asked how near a bus stop is to their homes, transit riders slightly overestimate the actual distance, while non-transit riders underestimate the distance.     

Impacts of weather on public transport ridership: Results from mining data from different sources

The existing studies concerning the influence of weather on public transport have mainly focused on the impacts of average weather conditions on the aggregate ridership of public transit. Not much research has examined these impacts at disaggregate levels. This study aims to fill this gap by accounting for intra-day variations in weather as well as public transport ridership and investigating the effect of weather on the travel behavior of individual public transit users. We have collected smart card data for public transit and meteorological records from Shenzhen, China for the entire month of September 2014. The data allow us to establish association between the system-wide public transit ridership and weather condition on not only daily, but also hourly basis and for each metro station. In addition, with the detailed trip records of individual card holders, the travel pattern by public transit are constructed for card holders and this pattern is linked to the weather conditions he/she has experienced. Multivariate modeling approach is applied to analyze the influence of weather on public transit ridership and the travel behavior of regular transit users. Results show that some weather elements have more influence than others on public transportation. Metro stations located in urban areas are more vulnerable to outdoor weather in regard to ridership. Regular transit users are found to be rather resilient to changes in weather conditions. Findings contribute to a more in-depth understanding of the relationship between everyday weather and public transit travels and also provide valuable information for short-term scheduling in transit management.     

Flexing service schedules: Assessing the potential for demand-adaptive hybrid transit via a stated preference approach

This paper assesses the demand for a flexible, demand-adaptive transit service, using the Chicago region as an example. We designed and implemented a stated-preference survey in order to (1) identify potential users of flexible transit, and (2) inform the service design of the flexible transit mode. Multinomial logit, mixed-logit, and panel mixed-logit choice models were estimated using the data obtained from the survey. The survey instrument employed a d_p-efficient design and the Google Maps API to capture precise origins and destinations in order to create realistic choice scenarios. The stated-preference experiments offered respondents a choice between traditional transit, car, and a hypothetical flexible transit mode. Wait time, access time, travel time, service frequency, cost, and number of transfers varied across the choice scenarios. The choice model results indicate mode-specific values of in-vehicle travel time ranging between $16.3 per hour (car) and $21.1 per hour (flexible transit). The estimated value of walking time to transit is $25.9 per hour. The estimated value of waiting time at one’s point of origin for a flexible transit vehicle is $11.3 per hour; this value is significantly lower than the disutility typically associated with waiting at a transit stop/station indicating that the ‘at-home’ pick-up option of flexible transit is a highly desirable feature. The choice model results also indicate that respondents who use active-transport modes or public transit for their current commute trip, or are bikeshare members, were significantly more likely to choose flexible and traditional transit than car commuters in the choice experiments. The implications of these and other relevant model results for the design and delivery of flexible, technology-enabled services are discussed.     

Forecasting short-term subway passenger flow under special events scenarios using multiscale radial basis function networks

Reliable and accurate short-term subway passenger flow prediction is important for passengers, transit operators, and public agencies. Traditional studies focus on regular demand forecasting and have inherent disadvantages in predicting passenger flows under special events scenarios. These special events may have a disruptive impact on public transportation systems, and should thus be given more attention for proactive management and timely information dissemination. This study proposes a novel multiscale radial basis function (MSRBF) network for forecasting the irregular fluctuation of subway passenger flows. This model is simplified using a matching pursuit orthogonal least squares algorithm through the selection of significant model terms to produce a parsimonious MSRBF model. Combined with transit smart card data, this approach not only exhibits superior predictive performance over prevailing computational intelligence methods for non-regular demand forecasting at least 30 min prior, but also leverages network knowledge to enhance prediction capability and pinpoint vulnerable subway stations for crowd control measures. Three empirical studies with special events in Beijing demonstrate that the proposed algorithm can effectively predict the emergence of passenger flow bursts.     

Route choice decision under travel time uncertainty

We study route choice behavior when travel time is uncertain. In this case, users choice depends both on expected travel time and travel time variability. We collected survey data in the Paris area and analyzed them using a method based on the ordered probit. This leads to an ordinal as well as to different cardinal measures of risk aversion. Such an approach is consistent with expected and with non-expected utility theory. Econometric estimates suggest that absolute risk aversion is constant and show that risk aversion is larger for transit users, blue collars and for business appointments.     

A comparison of accuracy and cost of attribute data in analysis of transit service areas using GIS

User oriented transit service is designed to meet the particular needs of a selected group of travelers. Transit Routes are located to provide convenient linkages between user's origin and destination in such a way that out-of-vehicle time, such as access and transfer time, is minimized. Planning transit routes requires understanding demographics, land use and travel patterns in an area. The dynamic nature of these systems necessitates regular review and analysis to insure that the transit system continues to meet the needs of the area it serves. Geographic Information Systems (GIS) provide a flexible framework for planning and analyzing transit routes and stops. Socioeconomic, demographic, housing, land use, and traffic data may be modeled in a GIS to identify efficient and effective corridors to locate routes. Part of the route location and analysis problem requires estimating population within the service area of a route. A route's service area is defined using walking distance or travel time. The problem of identifying service areas for park and ride or auto/bus users is not considered here, but assumed analogous to walk/bus trips. This paper investigates the accuracy and costs associated with the use of different attribute data bases to perform service area analysis for transit routes using GIS. A case study is performed for Logan, Utah, where a new fixed route service is operated. The case study illustrates the use of census data, postal data, data collected from aerial photographs, and data collected during a field survey using the network area analysis technique for transit service area analysis. This comparison allows us to describe the amount of error introduced by various spatial modeling techniques of data bases representing a variety of aggregation levels.     

Performance indicators for public transit connectivity in multi-modal transportation networks

Connectivity plays a crucial role as agencies at the federal and state level focus on expanding the public transit system to meet the demands of a multimodal transportation system. Transit agencies have a need to explore mechanisms to improve connectivity by improving transit service. This requires a systemic approach to develop measures that can prioritize the allocation of funding to locations that provide greater connectivity, or in some cases direct funding towards underperforming areas. The concept of connectivity is well documented in social network literature and to some extent, transportation engineering literature. However, connectivity measures have limited capability to analyze multi-modal public transportation systems which are much more complex in nature than highway networks.In this paper, we propose measures to determine connectivity from a graph theoretical approach for all levels of transit service coverage integrating routes, schedules, socio-economic, demographic and spatial activity patterns. The objective of using connectivity as an indicator is to quantify and evaluate transit service in terms of prioritizing transit locations for funding; providing service delivery strategies, especially for areas with large multi-jurisdictional, multi-modal transit networks; providing an indicator of multi-level transit capacity for planning purposes; assessing the effectiveness and efficiency for node/stop prioritization; and making a user friendly tool to determine locations with highest connectivity while choosing transit as a mode of travel. An example problem shows how the graph theoretical approach can be used as a tool to incorporate transit specific variables in the indicator formulations and compares the advantage of the proposed approach compared to its previous counterparts. Then the proposed framework is applied to the comprehensive transit network in the Washington–Baltimore region. The proposed analysis offers reliable indicators that can be used as tools for determining the transit connectivity of a multimodal transportation network.     

Total cost minimizing transit route structures considering trips towards CBD and periphery

The total cost minimizing approach to design transit systems is extended here beyond the usual dimensions of fleet (frequency) and vehicle size in order to examine the most appropriate spatial setting of transit lines as well. Motivated by the case of large cities in Latin America, characterized by high volumes of relatively long urban trips, we analyze the best ways to provide public transport services in a simplified urban setting represented by an extended cross-shaped network, where short trips (periphery–center) and long trips (periphery–periphery) coexist, generating economies of density. Three families of strategic lines structures are compared: mostly direct, feeder–trunk and hub and spoke. For each structure fleet and vehicle sizes are optimized, considering total (users’ and operators’) costs. The best structure is found parametrically in total passenger volume, the proportion of long trips and the value of the transfer penalty. The advantages of each dominating structure are explained in terms of factors like idle capacity, waiting or in-vehicle times and number of transfers.