Development of efficient stop planning optimization process for high‐speed rail systems

The Taiwan High Speed Rail (THSR) has recently added three additional stations to its original network. Although the three additional stations can improve accessibility to the system, these new stations can present difficulties in the transportation planning process, particularly for planning of train stops. The additional stations may benefit some passengers, but may also lengthen the travel time for the other passengers. Therefore, the main challenge faced by THSR is finding an efficient way to design appropriate stopping patterns. Past studies on stop planning usually adopted meta‐heuristics or decomposition methods to solve this complex problem. Although these solution techniques can improve solution efficiency, none of them can guarantee the optimality of the solution and capture the transfer movement of different stopping patterns. In this research, we proposed an innovative network structure to address complex stop planning problems for high‐speed rail systems. Given its special network structure, two binary integer programming models were developed to simultaneously form and determine the optimal stopping patterns for real‐world THSR stop planning problems. An optimization process was also developed to accurately estimate the station transfer time corresponding to the variation in stopping patterns and passenger flow. Results of the case studies suggest that the proposed binary integer programming models exhibit superior solution quality and efficiency over existing exact optimization models. Consequently, using this stop planning optimization process can help high‐speed rail system planners in designing optimal stopping patterns that correspond to passenger demand. Copyright © 2017 John Wiley & Sons, Ltd.     

A simulation model of train travel on a rail transit line

A simplified simulation model for the operational analysis of a rail rapid transit train is presented. The model simulates the movement of a train along a route, and develops the relationships of time—distance, time—speed and distance—speed. The inputs to the model are the profile of speed limits and the dynamic characteristics of the train. Without the information on the track geometry and tractive effort, the model determines the speed of the train at a location based on the previous and future speed limits relative to the location. It was found that the model can fairly accurately simulate the relationship between travel time and distance. A comparison of the train travel times between the actual and simulated runs is presented. Because of the simplicity of input and calculation method, the model can be a useful tool for the “desk-top” analysis of frequently occurring planning problems of a commuter rail or rail rapid transit line, such as the impacts of changes in speed limits, station locations, station stopping policy, addition/elimination of stations, and types of rail cars.     

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.     

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.     

A model of stoppings on urban bus routes

The amount of time required to pick up and discharge passengers is an important issue in the planning and modeling of urban bus systems. Several past studies have employed models of this component of bus travel time which are based, in part, on a model of the number of stoppings the bus makes to pick up or discharge passengers. Most past versions of this model have assumed that expected demand does not vary from stop to stop or from trip to trip, but that the number of passengers demanding service at any given stop during any given trip follows a Poisson distribution. An alternative model is derived, based on the assumption that expected demand varies among stops and times of day but is fixed from day to day at any given stop and time of day. Boarding and alighting survey data are used to verify that the “average-demand” Poisson model consistently overestimates the number of stoppings and to calibrate an approximate version of the alternative model. A stop-spacing optimization model previously developed by Kikuchi and Vuchic is reevaluated using the alternative stopping model in place of the average demand model used in the original version. The results are found to be considerably different, thus indicating that transit route optimization models are sensitive to the way in which stopping processes are modeled.     

A multiobjective planning model for intercity train seat allocation

This paper presents a multiobjective planning model for generating optimal train seat allocation plans on an intercity rail line serving passengers with many‐to‐many origin‐destination pairs. Two planning objectives of the model are to maximise the operator's total passenger revenue and to minimise the passenger's total discomfort level. For a given set of travel demand, train capacity, and train stop‐schedules, the model is solved by fuzzy mathematical programming to generate a best‐compromise train seat allocation plan. The plan determines how many reserved and non‐reserved seats are to be allocated at each origin station for all subsequent destination stations on each train run operated within a specified operating period. An empirical study on the to‐be‐built Taiwan's high‐speed rail system is conducted to demonstrate the effectiveness of the model. The model can be used for any setting of travel demand and stop‐schedules with various train seating capacities.     

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。     

Express guideway transit: A case for further development in transit automation

Safe and reliable coupling and decoupling of cars from a moving train is feasible with further developments in linear motor propulsion and control of transit vehicles. This allows the last car of a train to decouple and stop at a station for a relative long dwell time, before it accelerates and is coupled to a following train. Controlled doors in front and rear of the transit vehicle permit passengers to walk through the train to the car which stops at their destination. A proposed transit system using these features is described and compared to Bombardier's Advanced Rapid Transit. Potential advantages are high schedule speed, uncrowded trains, smaller and more stations, low energy requirements and a smaller vehicle fleet.     

Modeling a rail transit alignment considering different objectives

An optimization model for station locations for an on-ground rail transit line is developed using different objective functions of demand and cost as both influence the planning of a rail transit alignment. A microscopic analysis is performed to develop a rail transit alignment in a given corridor considering a many-to-one travel demand pattern. A variable demand case is considered as it replicates a realistic scenario for planning a rail transit line. A Genetic Algorithm (GA) based on a Geographical Information System (GIS) database is developed to optimize the station locations for a rail transit alignment. The first objective is to minimize the total system cost per person, which is a function of user cost, operator cost, and location cost. The second objective is to maximize the ridership or the service coverage of the rail transit alignment. The user cost per person is minimized separately as the third objective because the user cost is one of the most important decision-making factors for planning a transit system from the users’ perspective. A transit planner can make an informed decision between various alternatives based on the results obtained using different objective functions. The model is applied in a case study in the Washington, DC area. The optimal locations and sequence of stations obtained using the three objective functions are presented and a comparative study between the results obtained is shown in the paper. In future works we will develop a combinatorial optimization problem using the aforementioned objectives for the rail transit alignment planning and design problem.     

Relationship between proximity to transit and ridership for journey-to-work trips in Chicago

The use of privately owned vehicles (POVs) contributes significantly to US energy consumption (EC) and greenhouse gas emissions (GHGe). Strategies for reducing POV use include shifting trips to other modes, particularly public transit. Choices to use transit are based on characteristics of travelers, their trips, and the quality of competing transportation services. Here we focus on the proximity of rail stations to trip origins/destinations as a factor affecting mode choice for work trips. Using household travel survey data from Chicago, we evaluate the profile of journey-to-work (JTW) trips, assessing mode share and potential for more travelers to use rail. For work trips having the origin/destination as close as 1 mile from rail transit stations, POVs were still the dominant travel mode, capturing as much as 61%, followed by rail use at 14%. This high degree of POV use coupled with the proportion of JTW trips within close proximity to rail stations indicated that at least some of these trips may be candidates for shifting from POV to rail. For example, shifting all work trips with both the origin/destination within 1 mile of commuter rail stations would potentially reduce the energy associated with all work-related POV driving trips by a maximum of 24%. Based on the analysis of trips having the origin and destination closest to train stations, a complete shift in mode from POV to train could exceed CO₂ reduction goals targeted in the Chicago Climate Action Plan. This could occur with current settlement patterns and the use of existing infrastructure. However, changes in traveler behavior and possibly rail operation would be necessary, making policy to motivate this change essential.     

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.     

Optimal stop spacing and headway of congested transit system considering realistic wait times

Abstract

This paper revisits the classical transit scheduling problem and investigates the relationship between stop spacing and headway, considering realistic wait time and operable transit capacity. Headway and stop spacing are important determinants for planning a transit system, which influence the service level as well as the cost of operation. A mathematical model is developed, and the objective function is user travel time which is minimized by the optimized stop spacing and headway, subject to the constraints of operable fleet size and route capacity. Optimal stop spacing and headway solutions are obtained in a numerical example. Sensitivity analysis is conducted, and the effect of model parameters on user travel time is explored.     

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.

     

Energy-efficient operation of rail vehicles

This paper describes an analytical process that computes the optimal operating successions of a rail vehicle to minimize energy consumption. Rising energy prices and environmental concerns have made energy conservation a high priority for transportation operations. The cost of energy consumption makes up a large portion of the Operation and Maintenance (O&M) costs of transit especially rail transit systems. Energy conservation or reduction in energy cost may be one of the effective ways to reduce transit operating cost, therefore improve the efficiency of transit operations.From a theoretical point of view, the problem of energy efficient train control can be formulated as one of the functions of Optimal Control Theory. However, the classic numerical optimization methods such as discrete method of optimum programming are too slow to be used in an on-board computer even with the much improved computation power, today. The contribution of this particular research is the analytical solution that gives the sequence of optimal controls and equations to find the control change points. As a result, a calculation algorithm and a computer program for energy efficient train control has been developed. This program is also capable of developing energy efficient operating schedules by optimizing distributions of running time for an entire route or any part of rail systems.We see the major application of the proposed algorithms in fully or partially automated Train Control Systems. The modern train control systems, often referred as “positive” train control (PTC), have collected a large amount of information to ensure safety of train operations. The same data can be utilized to compute the optimum controls on-board to minimize energy consumption based on the algorithms proposed in this paper. Most of the input data, such as track plan, track profile, traction and braking characteristics, speed limits and required trip time are located in an on-board database and/or they can be transmitted via radio link to be processed by the proposed algorithm and program.     

Transit system evaluation: Guideway bus vs. light rail transit

This paper describes a set of specialized spreadsheets that model the cost and performance of transit system options including light rail transit, guideway bus, express bus, and ride sharing. These spreadsheets are demonstrated by comparing a guideway bus (GWB) transit system and a light rail transit (LRT) system proposed for construction in an active rail corridor. The comparisons for assumed levels of transit ridership include guideway geometry, travel time, headways, vehicle requirements, grade crossing protection, and capital and operating costs. The planned GWB system runs on an exclusive dual guideway in the rail right-of-way, and the alternative LRT system operates on the existing rails with new bridges and track as needed for a dual guideway system. The analysis compares the two options for mode splits between 0.5% and 50%. Results show that while both options have approximately the same travel time, the GWB system costs approximately 30% less than the LRT system. The cost difference results primarily from lower GWB vehicle purchase and operating costs. The spreadsheets are available through the McTrans Center at the University of Florida, Gainesville, Florida.     

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.     

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.     

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.     

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

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