Switching service types for multi-region bus systems

Conventional fixed-route bus services are generally preferred to flexible-route services at high demand densities, and vice versa. This paper formulates the problem of integrating conventional and flexible services that connect a main terminal to multiple local regions over multiple time periods. The system’s vehicle size, route spacing (for conventional services), service area (for flexible services), headways and fleet sizes are jointly optimized to minimize the sum of supplier costs and user costs. The route spacing for conventional bus services and service area for flexible bus services are also optimized for each region. The proposed solution method, which uses a genetic algorithm and analytic optimization, finds good solutions quickly. Numerical examples and sensitivity analyses confirm that the single fleet variable-type bus service may outperform either the single fleet conventional bus service or the single fleet flexible bus service when demand densities vary substantially among regions and time periods.     

Welfare maximization for bus transit systems with timed transfers and financial constraints

Conventional and flexible bus services may be combined to better serve regions with a wide range of characteristics. If demand densities and resulting service frequencies are low, the coordination of bus arrivals at transfer stations may significantly reduce passenger transfer times. A method is proposed for integrating, coordinating, and optimizing bus services while considering many‐to‐many travel patterns, demand elasticity, financial constraints, and appropriate service type for various regions. The objective is to maximize welfare, that is, the sum of producer and consumer surplus. The problem is solved with a hybrid optimization method, in which a genetic algorithm with bounded integer variables is selected for solving one of the subproblems. The service types, fares, headways, and service zone sizes are jointly optimized. Sensitivity analyses explore how the choice among conventional and flexible busses depends on the demand, subsidy, and demand elasticity parameters. The results also show that welfare can increase due to coordination, and these increases are found to be higher in cases with high demand or low subsidy. Copyright © 2015 John Wiley & Sons, Ltd.     

Numerical analysis of electric bus fast charging strategies for demand charge reduction

Electric transit buses have been recognized as an important alternative to diesel buses with many environmental benefits. Electric buses employing lithium titanate batteries can provide uninterrupted transit service thanks to their ability of fast charging. However, fast charging may result in high demand charges which will increase the fuel costs thereby limiting the electric bus market penetration. In this paper, we simulated daily charging patterns and demand charges of a fleet of electric buses in Tallahassee, Florida and identified an optimal charging strategy to minimize demand charges. It was found that by using a charging threshold of 60–64%, a $160,848 total saving in electricity cost can be achieved for a five electric bus fleet, comparing to a charging threshold of 0–28%. In addition, the impact of fleet sizes on the fuel cost was investigated. Fleets of 4 and 12 buses will achieve the lowest cost per mile driven when one fast charger is installed.     

Optimizing bus-size and headway in transit networks

Optimization models for calculating the best size for passenger carrying vehicles in urban areas were popular during the 1980s. These studies were abandoned in the ‘90s concluding that it was more efficient to use smaller buses at higher frequencies. This article returns to this controversial question, starting from the point of view that any calculation of bus size can only be made after considering the demand for each of the routes on the system. Therefore, an optimization model for sizing the buses and setting frequencies on each route in the system is proposed in accordance with the premises detailed below. The proposed model is a bi-level optimization model with constraints on bus capacity. The model allows buses of different sizes to be assigned to public transport routes optimizing the headways on each route in accordance with observed levels of demand. At the upper level the model considers the optimization of the system’s social and operating costs, these are understood to be the sum of the user’s and operator’s costs. At the lower level there is an assignment model for public transport with constraints on vehicle capacity which balances the flows for bus sizes and headways at each iteration. By graphically representing the results of the model applied to a real case, a series of useful conclusions are reached for the management and planning of a fleet of public transport vehicles.     

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.     

An analytic investigation of optimal bus size

The use of smaller buses offers passengers a better service frequency for a given service capacity, but costs more to operate per seat provided. Within this trade-off there is an optimal bus size which maximises social benefit. A mathematical model is described which can be solved analytically to provide an explicit relationship between optimal bus size and factors such as operating cost, level of demand, and demand elasticities. The model includes: passenger demand varying with the generalised cost of travel according to a constant elasticity; the effect of changes in bus occupancy on average waiting times and on operating speed; the financial constraint that farebox revenue must equal operating cost less subsidy; an allowance for external benefits associated with generated demand, and for the effect of the flow of buses on traffic congestion; and an operating cost increasing linearly with bus size. The optimal size varies with the square root of demand, and with the unit cost to the power of 0.1 to 0.2. It also increases slowly with the proportion of cost covered by subsidy. For typical urban operating conditions in the United Kingdom the optimal size for a monopoly service lies between 55 and 65 seats assuming the observed relationship between cost and size; it is possible that changes in working practices could make smaller buses relatively cheaper to operate, so reducing the optimal size, but it seems unlikely to fall below 40 seats.     

Energy consumption and cost-benefit analysis of hybrid and electric city buses

This paper presents a cost-benefit analysis (CBA) of hybrid and electric city buses in fleet operation. The analysis is founded on an energy consumption analysis, which is carried out on the basis of extensive simulations in different bus routes. A conventional diesel city bus is used as a reference for the CBA. Five different full size hybrid and electric city bus configurations were considered in this study; two parallel and two series hybrid buses, and one electric city bus. Overall, the simulation results indicate that plug-in hybrid and electric city buses have the best potential to reduce energy consumption and emissions. The capital and energy storage system costs of city buses are the most critical factors for improving the cost-efficiency of these alternative city bus configurations. Furthermore, the operation schedule and route planning are important to take into account when selecting hybrid and electric city buses for fleet operation.     

Multiple period optimization of bus transit systems

Analytic models are developed for optimizing bus services with time dependence and elasticity in their demand characteristics. Some supply parameters, i.e. vehicle operating costs and speeds are also allowed to vary over time. The multiple period models presented here allow some of the optimized system characteristics (e.g. route structure) to be fized at values representing the best compromise over different time periods, while other characteristics (e.g. service headways) may be optimized within each period. In a numerical example the demand is assumed to fluctuate over a daily cycle (e.g. peak, offpeak and night), although the same models can also be used for other cyclical or noncyclical demand variations over any number of periods. Models are formulated and compared for four types of conditions, which include steady fixed demand, cyclical fixed demand, steady equilibrium demand and cyclical equilibrium demand. When fixed demand is assumed, the optimization objective is minimum total system cost, including operator cost and user cost, while operator profit and social welfare are the objective functions maximized for equilibrium demand. The major results consist of closed form solutions for the route spacings, headways, fares and costs for optimized feeder bus services under various demand conditions. A comparison of the optimization results for the four cases is also presented. When demand and bus operating characteristics are allowed to vary over time, the optimal functions are quite similar to those for steady demand and supply conditions. The optimality of a constant ratio between the headway and route spacing, which is found at all demand densities if demand is steady, is also maintained with a multi-period adjustment factor in cyclical demand cases, either exactly or with a relatively negligible approximation. These models may be used to analyze and optimize fairly complex feeder or radial bus systems whose demand and supply characteristics may vary arbitrarily over time.     

A new offline optimization approach for designing a fuel cell hybrid bus

In this study a hydrogen powered fuel cell hybrid bus is optimized in terms of the powertrain components and in terms of the energy management strategy. Firstly the vehicle is optimized aiming to minimize the cost of its powertrain components, in an official driving cycle. The optimization variables in powertrain component design are different models and sizes of fuel cells, of electric motors and controllers, and batteries. After the component design, an energy management strategy (EMS) optimization is performed in the official driving cycle and in two real measured driving cycles, aiming to minimize the fuel consumption. The EMS optimization is based on the control of the battery’s state-of-charge. The real driving cycles are representative of bus driving in urban routes within Lisbon and Oporto Portuguese cities. A real-coded genetic algorithm is developed to perform the optimization, and linked with the vehicle simulation software ADVISOR. The trade-off between cost increase and fuel consumption reduction is discussed in the lifetime of the designed bus and compared to a conventional diesel bus. Although the cost of the optimized hybrid powertrain (62,230 €) achieves 9 times the cost of a conventional diesel bus, the improved efficiency of such powertrain achieved 36% and 34% of lower energy consumption for the real driving cycles, OportoDC and LisbonDC, which can originate savings of around 0.43 €/km and 0.37 €/km respectively. The optimization methodology presented in this work, aside being an offline method, demonstrated great improvements in performance and energy consumption in real driving cycles, and can be a great advantage in the design of a hybrid vehicle.     

Locating charging infrastructure for electric buses in Stockholm

Charging infrastructure requirements are being largely debated in the context of urban energy planning for transport electrification. As electric vehicles are gaining momentum, the issue of locating and securing the availability, efficiency and effectiveness of charging infrastructure becomes a complex question that needs to be addressed. This paper presents the structure and application of a model developed for optimizing the distribution of charging infrastructure for electric buses in the urban context, and tests the model for the bus network of Stockholm. The major public bus transport hubs connecting to the train and subway system show the highest concentration of locations chosen by the model for charging station installation. The costs estimated are within an expected range when comparing to the annual bus public transport costs in Stockholm. The model could be adapted for various urban contexts to promptly assist in the transition to fossil-free bus transport. The total costs for the operation of a partially electrified bus system in both optimization cases considered (cost and energy) differ only marginally from the costs for a 100% biodiesel system. This indicates that lower fuel costs for electric buses can balance the high investment costs incurred in building charging infrastructure, while achieving a reduction of up to 51% in emissions and up to 34% in energy use in the bus fleet.     

Maximizing net benefits for conventional and flexible bus services

Transit ridership is usually sensitive to fares, travel times, waiting times, and access times, among other factors. Therefore, the elasticities of demand with respect to such factors should be considered in modeling bus transit services and must be considered when maximizing net benefits (i.e. “system welfare” = consumer surplus + producer surplus) rather just minimizing costs. In this paper welfare is maximized with elastic demand relations for both conventional (fixed route) and flexible-route services in systems with multiple dissimilar regions and periods. As maximum welfare formulations are usually too complex for exact solutions, they have only been used in a few studies focused on conventional transit services. This limitation is overcome here for both conventional and flexible transit services by using a Real Coded Genetic Algorithm to solve such mixed integer nonlinear welfare maximization problems with constraints on capacities and subsidies. The optimized variables include service type, zone sizes, headways and fares. We also determine the maximum welfare threshold between optimized conventional and flexible services) and explore the effects of subsidies. The proposed planning models should be useful in selecting the service type and optimizing other service characteristics based on local geographic characteristics and financial constraints.     

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).     

Bus congestion, optimal infrastructure investment and the choice of a fare collection system in dedicated bus corridors

Microeconomic optimisation of scheduled public transport operations has traditionally focused on finding optimal values for the frequency of service, capacity of vehicles, number of lines and distance between stops. In addition, however, there exist other elements in the system that present a trade-off between the interests of users and operators that have not received attention in the literature, such as the optimal selection of a fare payment system and a designed running speed (i.e., the cruising speed that buses maintain in between two consecutive stops). Alternative fare payment methods (e.g., on-board and off-board, payment by cash, magnetic strip or smart card) have different boarding times and capital costs, with the more efficient systems such as a contactless smart card imposing higher amounts of capital investment. Based on empirical data from several Bus Rapid Transit systems around the world, we also find that there is a positive relationship between infrastructure cost per kilometre and commercial speed (including stops), achieved by the buses, which we further postulate as a linear relationship between infrastructure investment and running speed. Given this context, we develop a microeconomic model for the operation of a bus corridor that minimises total cost (users and operator) and has five decision variables: frequency, capacity of vehicles, station spacing, fare payment system and running speed, thus extending the traditional framework. Congestion, induced by bus frequency, plays an important role in the design of the system, as queues develop behind high demand bus stops when the frequency is high. We show that (i) an off-board fare payment system is the most cost effective in the majority of circumstances; (ii) bus congestion results in decreased frequency while fare and bus capacity increase, and (iii) the optimal running speed grows with the logarithm of demand.     

Integrated optimization of transit priority operation at isolated intersections: A person-capacity-based approach

In this paper, a person-capacity-based optimization method for the integrated design of lane markings, exclusive bus lanes, and passive bus priority signal settings for isolated intersections is developed. Two traffic modes, passenger cars and buses, have been considered in a unified framework. Person capacity maximization has been used as an objective for the integrated optimization method. This problem has been formulated as a Binary Mixed Integer Linear Program (BMILP) that can be solved by a standard branch-and-bound routine. Variables including, allocation of lanes for different passenger car movements (e.g., left turn lanes or right turn lanes), exclusive bus lanes, and passive bus priority signal timings can be optimized simultaneously by the proposed model. A set of constraints have been set up to ensure feasibility and safety of the resulting optimal lane markings and signal settings. Numerical examples and simulation results have been provided to demonstrate the effectiveness of the proposed person-capacity-based optimization method. The results of extensive sensitivity analyses of the bus ratio, bus occupancy, and maximum degree of saturation of exclusive bus lanes have been presented to show the performance and applicable domain of the proposed model under different composition of inputs.     

Reduction of capacity and projected costs associated with seat belt installation on school buses

This study examines the potential effects the installation of seat belts on school buses would have on the fleet capacity in Alabama and the resulting cost implications. The study also documents the myriad research studies and professional opinions offered on the potential safety effects of equipping school buses with safety restraints/seat belts. Four seat configurations for the school buses were analyzed. The first configuration represents the most common current bus seating configuration without seat belts, 3 seats on each side of the aisle and 12 rows (3/3-12). The physical space required for seat belt hardware may result in a loss of a row of seats and may reduce the number of students seated per row. Thus, three more configurations were studied: loss of a row of seats (3/3-11), loss of one seat per row (3/2-12), and loss of both a row of seats and a seat per row (3/2-11). The capacity for each configuration for each bus using current pupil loads was determined. The costs associated with installation of seat belts, and purchase and operation of new buses were obtained. Should school bus seat belts become mandatory in Alabama, the results obtained in this study can be used by any school system to determine the optimum configuration for their pupils, which will identify the number of additional buses that must be purchased by the school system. This study found that many of the buses that would become overloaded due to seat belt installation and the resultant loss of seating will be carrying only a few excess pupils. Transportation supervisors may be able to handle such overloads by transferring these pupils to other buses or by adjusting their bus routes to minimize purchase of new buses. Additional suggestions for handling bus overloads were offered in the body of this report.     

Optimal bus service patterns and frequencies considering transfer demand elasticity with genetic algorithm

This paper attempts to optimize bus service patterns (i.e., all-stop, short-turn, and express) and frequencies which minimize total cost, considering transfer demand elasticity. A mathematical model is developed based on the objective total cost for a generalized bus route, which is optimized subject to a set of constraints ensuring sufficient capacity, an operable bus fleet, and service frequency conservation. To optimize the integrated service of a bus route with many stops, which is a combinatorial optimization problem, a genetic algorithm is developed and applied to search for the solution. A case study, based on a real-world bus route in New Jersey, is conducted to demonstrate the applicability and effectiveness of the developed model and the solution algorithm. Results show that the proposed methodology is fairly efficient, and the optimized bus service significantly reduces total cost.     

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

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

Bus policy — Conclusions from a case study

The main policy conclusions from a recent bus study in the new town of Telford in the U.K. are summarised and discussed. The choice of bus routes and their combination into networks is examined. Alternative fares systems are compared and the implications for the fare levels necessary to cover costs are discussed. It is argued that bus services can generally be financed from the fare-box but that, unless services are cut as passenger demand falls, unduly high fares will result and these will unnecessarily drive more passengers away from the buses. Several particular aspects of service marketing are then examined and the paper concludes by discussing the actual organisation of the bus services.     

Plan-based flexible bus bridging operation strategy

Bus bridging has been widely used to connect stations affected by metro disruptions such that stranded passengers could resume their journeys. Previous studies generally assumed that a bus operates exclusively on one bridging route with given frequency, which limits the service flexibility and reduce the operational efficiency. We propose a strategy to instruct buses to operate on predefined bridging routes once they are dispatched from depots. Buses are allowed to flexibly serve different bridging routes. Each bus operates based on a bridging plan that lists the stations to serve in sequence instead of route frequencies. A two-stage model is developed to optimize the bridging plans and their assignments to buses with the objectives that balance the operational priorities between minimizing bus bridging time and reducing passenger delay. A Weight Shortest Processing Time first (WSPT) rule based heuristic algorithm is developed to solve the proposed model. The developed model is further incorporated in a rolling horizon framework to handle dynamic passenger arrivals during the disruption period. The effectiveness of the proposed strategy is demonstrated in comparison with alternative strategies in real-world case studies.     

Modeling the interaction between buses,passengers and cars on a bus route using a multi-agent system

This paper models part of a public transport network (PTN), specifically, a bus route, as a small-size multi-agent system (MAS). The proposed approach is applied to a case study considering a ‘real world’ bus line within the PTN in Auckland, New Zealand. The MAS-based analysis uses modeling and simulation to examine the characteristics of the observed system – autonomous agents interacting with one another – under different scenarios, considering bus capacity and frequency of service for existing and projected public transport (PT) demand. A simulation model of a bus route is developed, calibrated and validated. Several results are attained, such as when the PT passenger load is not close to bus capacity, this load has no effect on average passenger waiting time at bus stops. The model proposed can be useful to practitioners as a tool to model the interaction between buses and other agents.