A test of inter-modal performance measures for transit investment decisions

Choices among alternative transit capital investments are often complex and politically controversial. There is renewed interest in the use of performance indicators to assist in making rational and defensible choices for the investment of public funds. To improve the evaluation of rail and bus performance and provide more useful information for transit investment decision-makers, it is important to use performance indicators that fairly and efficiently compare different transit modes. This paper proposes a set of inter-modal performance indicators in which service input, service output, and service consumption are measured by total cost, revenue capacity miles/hours, and unlinked passenger trips/miles respectively based on economic principles and evaluation objectives. The proposed improvements involve the inclusion of capital as well as operating costs in such comparisons, and the recognition of the widely varying capacities of transit vehicles for seated and standing passengers. Two California cases, the Los Angeles – Long Beach Corridor and the Market/Judah Corridor in San Francisco, are used for testing their usefulness in the evaluation of the efficiency and effectiveness of rail and bus services. The results show substantial differences between performance indicators in current use and those proposed in this study. The enhanced inter-modal performance indicators are more appropriate for comparing the efficiency and effectiveness of different modes or a combination of transit modes at the corridor and system levels where most major investment decisions are made. This revised version was published online in June 2006 with corrections to the Cover Date.     

Disruption management in public transit: the bee colony optimization approach

Disruptions in carrying out planned bus schedules occur daily in many public transit companies. Disturbances are often so large that it is necessary to perform re-planning of planned bus and crew activities. Dispatchers in charge of traffic operations must frequently find an answer to the following question in a very short period of time: How should available buses be distributed among bus routes in order to minimize total passengers' waiting time on the network? We propose a model for assigning buses to scheduled routes when there is a shortage of buses. The proposed model is based on the bee colony optimization (BCO) technique. It is a biologically inspired method that explores collective intelligence applied by honey bees during the nectar collecting process. It has been shown that this developed BCO approach can generate high-quality solutions within negligible processing times.     

An analysis of public bus transit performance in Indian cities

Maintaining and enhancing public transit service in Indian cities is important, to meet rapidly growing mass mobility needs, and curb personal motor vehicle activity and its impacts at low cost. Indian cities rely predominantly on buses for public transport, and are likely to continue to do so for years. However, the public bus transit service is inadequate, and unaffordable for the urban poor. The paper explores the factors that contribute to and affect efforts to improve this situation, based on an analysis of the financial and operational performance of the public bus transit service in the four metropolitan centres and four secondary cities during the 1990s. Overall, there were persistent losses, owing to increasing input costs and declining productivity. The losses occurred despite rapidly increasing fares, and ridership declined. The situation, and the ability to address it, is worse in the secondary cities than the metropolitan centres. We suggest a disaggregated approach based on the needs and motivations of different groups in relation to public transit, along with improved operating conditions and policies to internalize costs of personal motor vehicle use, to address the challenge of providing financially viable and affordable public bus transit service.     

Efficiency of urban public transit: A meta analysis

The aim of this paper is twofold. First, to provide a statistical overview of the literature on public transit efficiency performance. Second, to statistically explain the variation in efficiency findings reported in the literature. To this end, first some key concepts of efficiency analysis will be introduced, while next the different frontier methodologies that are used in the literature will be discussed. The empirical part of this paper consists of a statistical summary of the literature as well as meta-regression analyses for different samples of the literature in order to identify key determinants of technical efficiency (TE) of public transit operators. For a broad sample of observations, we found significant and consistent effects of the type of database, region and output measurement method. For the sample of non-parametric studies we found that the type of frontier assumptions also have an impact on the efficiency ratio. Further results show that there is no statistical difference in TE ratios between parametric and non-parametric studies. Finally, we found a positive univariate relationship between the number of inputs in the estimated specification and the efficiency ratio.     

Implications of the cost of public funds in public transit subsidization and regulation

This paper identifies some implications of the cost of public funds (CF) in public transit subsidization and regulation. Regulation is considered because a monopolistic operator is assumed. A social welfare maximization model is proposed, subject to individual rationality and vehicle capacity constraints. Optimality conditions are provided and a key formula is derived about CF’s role in balancing the need to cover the fixed operation cost through fares on the operator’s side and the effort to maintain the user surplus on the passengers’ side. Major findings from this model’s formulation include: (1) CF determines the extent to which the passengers’ surplus is compromised in order to cover the fixed part of the operating cost, and (2) subsidy is unjustified when CF exceeds the critical shadow price of the financial constraint. Analytical relations are illustrated through numerical examples.     

Spatial variations in attitudes toward expanded public transit service

Although recent budgetary considerations by the Federal govenment do not portend well for urban public transit, some transit systems are considering expansion into less densely-settled areas further from the Central Business District. Of some concern to planners has been their belief that suburban and rural dwellers may be much less inclined than urban dwellers to support expansion of transit service. This paper presents an analysis of a random-digit dialing/mail-out, mail-back survey conducted in Washtenaw County, Michigan which was designed specifically to examine differences in attitudes between urban and rural residents. Six mutually-exclusive spatial strata were established based upon population density. This paper tests for expected spatial differences in socioeconomic and demographic variables and then examines spatial variations in attitudes toward public transportation. The major conclusion is that the expected spatial variations in attitudes about transit service provision between the spatial strata do not arise. Most of the significant differences found are with respect to questions which relate to where transit is provided. Residents in rural (urban) areas support more strongly the provision of services to rural (urban) areas. Many residents, however, will support transit service that may not benefit them directly.     

A causal analysis of car ownership and transit use

The causal structure underlying household mobility is examined in this study using a sample obtained from the Dutch National Mobility Panel survey. The results indicate that car ownership is strongly associated with mode use, but that it has no influence on weekly person trip generation by household members. Characteristics of mode use are examined through a causal analysis of changes in car ownership, number of drivers, number of car trips, and number of transit trips. It is shown that observed changes in mode use cannot be adequately explained by assuming that a change in transit use influences car use. The finding suggests that the increase in car use, which is a consequence of increasing car ownership, may not be suppressed by improving public transit.     

Mitigation of disruptions in public transit by Bee Colony Optimization

Dispatchers in many public transit companies face the daily problem of assigning available buses to bus routes under conditions of bus shortages. In addition to this, weather conditions, crew absenteeism, traffic accidents, traffic congestion and other factors lead to disturbances of the planned schedule. We propose the Bee Colony Optimization (BCO) algorithm for mitigation of bus schedule disturbances. The developed model takes care of interests of the transit operator and passengers. The model reassigns available buses to bus routes and, if it is allowed, the model simultaneously changes the transportation network topology (it shortens some of the planned bus routes) and reassigns available buses to a new set of bus routes. The model is tested on the network of Rivera (Uruguay). Results obtained show that the proposed algorithm can significantly mitigate disruptions.     

The effects of federal transit subsidy policy on investment decisions: The case of San Francisco's Geary Corridor

In the United States, federal funding for public transit often accounts for a large proportion of a local agency's budget, especially for capital investments. For this reason, local governments can be expected to plan a portfolio of projects that maximize federal contributions. This study examines the financial effects of federal transit subsidy policy on local transit investment decisions. Data from a System Planning Study for the Geary Corridor in San Francisco are used as an illustration. It is found that federal transit subsidy policy provides financial incentives for local decision-makers to select capital-intensive investment options that may not be efficient or effective. While federal financial incentives are not the only factor influencing local investment decisions, some reform of the current subsidy policy may be necessary to reduce the incentive for ineffective use of public resources.     

Park and ride facilities on light rail transit systems

There is now considerable interest in exploring the idea of strategic park and ride as a means of promoting the use of rail transit and encouraging a transfer of commuters from car to public transport. This is especially evident in North America, where extensive park and ride facilities have been installed on a number of light and heavy urban rail systems. There is a general consensus about the most suitable types of location for facilities, but less agreement on the development of a reliable method of forecasting demand and also on the required size of sites. Experience in practice indicates that although park and ride is attractive to commuters, schemes do not generally result in lasting reductions in highway congestion, due to rising car ownership and use and the phenomenon of generated traffic.Abbreviations Centro West Midlands Passenger Transport Executive - K&R Kiss and ride - LRT Light Rail Transit - PT Public Transport - RT Rapid Transit - TRRL Transport & Road Research Laboratory, UK     

Timetable optimization models and methods for minimizing passenger waiting time at public transit terminals

This paper focuses on developing mathematical optimization models for the train timetabling problem with respect to dynamic travel demand and capacity constraints. The train scheduling models presented in this paper aim to minimize passenger waiting times at public transit terminals. Linear and non-linear formulations of the problem are presented. The non-linear formulation is then improved through introducing service frequency variables. Heuristic rules are suggested and embedded in the improved non-linear formulation to reduce the computational time effort needed to find the upper bound. The effectiveness of the proposed train timetabling models is illustrated through the application to an underground urban rail line in the city of Tehran. The results demonstrate the effectiveness of the proposed demand-oriented train timetabling models, in terms of decreasing passenger waiting times. Compared to the baseline and regular timetables, total waiting time is reduced by 6.36% and 10.55% respectively, through the proposed mathematical optimization models.     

Application of path analysis methodology to transit system maintenance performance

This paper develops a conceptual framework for bus maintenance based on path analysis and applies it to forty-eight bus transit systems. The application determines the total, direct, and indirect effects of the variables identified as having significant causal links with maintenance cost per mile. These variables are identified using the stepwise regression method. The findings are that the wage rate and fleet size increase maintenance cost directly and indirectly. In terms of the standardized regression coefficients, fleet size has been found to be the most important factor affecting maintenance cost per mile, followed by the proportion of articulated buses, the wage rate and local subsidy in that order. The proportion of articulated buses has been found to reduce maintenance cost per mile directly and to increase it indirectly. The indirect path coefficient of the proportion of articulated buses is 0.1794 whereas the direct path coefficient is –0.351. Similarly local subsidy as a proportion of revenue increases maintenance cost per mile directly and reduces it indirectly. The corresponding path coefficients for the direct and indirect effects of local subsidy are 0.2553 and –0.1073. In addition population density and the peak-base ratio are positively and significantly associated with miles between roadcalls. The implications of these findings are briefly examined in this paper. Because the path analysis methodology allows the direct and indirect effects of a causal variable to be determined, it is recommended for policy analysis.     

Bus rapid transit systems: a comparative assessment

There is renewed interest in many developing and developed countries in finding ways of providing efficient and effective public transport that does not come with a high price tag. An increasing number of nations are asking the question—what type of public transport system can deliver value for money? Although light rail has often been promoted as a popular ‘solution’, there has been progressively emerging an attractive alternative in the form of bus rapid transit (BRT). BRT is a system operating on its own right-of-way either as a full BRT with high quality interchanges, integrated smart card fare payment and efficient throughput of passengers alighting and boarding at bus stations; or as a system with some amount of dedicated right-of-way (light BRT) and lesser integration of service and fares. The notion that buses essentially operate in a constrained service environment under a mixed traffic regime and that trains have privileged dedicated right-of-way, is no longer the only sustainable and valid proposition. This paper evaluates the status of 44 BRT systems in operation throughout the world as a way of identifying the capability of moving substantial numbers of passengers, using infrastructure whose costs overall and per kilometre are extremely attractive. When ongoing lifecycle costs (operations and maintenance) are taken into account, the costs of providing high capacity integrated BRT systems are an attractive option in many contexts.     

A multiple criteria approach for the evaluation of the rail transit networks in Istanbul

The deficiencies in the Istanbul transportation system have led the local authorities to plan several alternative transportation projects. In this paper three alternative rail transit network proposals are evaluated by using Analytic Hierarchy Process (AHP), a multiple criteria decision support system. The AHP facilitates decision-making by organizing perceptions, experiences, knowledge and judgments, the forces that influence the decision, into a hierarchical framework with a goal, scenarios, criteria and alternatives of choice. Based on this analysis, the decision makers have developed a new alternative as a combination of the most closely competing two alternative rail transit networks. This combination rail transit network is currently under construction.     

A simultaneous route-level transit patronage model: demand,supply, and inter-route relationship

In this paper we present a route-level patronage model that incorporates transit demand, supply and inter-route effects in a simultaneous system. The model is estimated at the route-segment level by time of day and direction. The results show strong simultaneity among transit demand, supply and competing routes. Transit ridership is affected by the level of service, which in turn is determined by current demand and ridership in the previous year. The model demonstrates that a service improvement has a twofold impact on ridership; it increases ridership on the route with service changes, but it also reduces the ridership on competing routes so that the net ridership change is small. The model is thus useful for both system-level analysis and route-level service planning.     

A methodology to derive the critical demand density for designing and operating feeder transit services

Feeder lines are one of the most often used types of flexible transit services connecting a service area to a major transit network through a transfer point. They often switch operations between a demand responsive and a fixed-route policy. In designing and running such systems, the identification of the condition justifying the operating switch is often hard to properly evaluate. In this paper, we propose an analytical model and solution of the problem to assist decision makers and operators in their choice. By employing continuous approximations, we derive handy but powerful closed-form expressions to estimate the critical demand densities, representing the switching point between the competing operating policies. Based on the results of one-vehicle and two-vehicle operations for various scenarios, in comparison to values generated from simulation, we verify the validity of our analytical modeling approach.     

Approximate procedures for planning public transit systems: A review and some examples

The approximate analytical models of public transit systems are reviewed. First, the derivation and formation of the standard model form is presented. Once the model is explained in general terms some practical planning applications are considered and evaluated. The model type presents an invaluable tool to the transit planner but a few operational problems need to be considered. Further benefits to the planning professionals would be realized if researchers were to devote more effort to sensitivity analysis as a means of determining which system parameters have the greatest impact upon the operation of the transit system.     

Design and implementation of efficient transit networks: Procedure, case study and validity test

This paper presents and tests a method to design high-performance transit networks. The method produces conceptual plans for geometric idealizations of a particular city that are later adapted to the real conditions. These conceptual plans are generalizations of the hybrid network concept proposed in Daganzo (2010). The best plan for a specific application is chosen via optimization. The objective function is composed of analytic formulae for a concept’s agency cost and user level of service. These formulae include as parameters key demand-side attributes of the city, assumed to be rectangular, and supply-side attributes of the transit technology. They also include as decision variables the system’s line and stop spacings, the degree to which it focuses passenger trips on the city center, and the service headway. These decision variables are sufficient to define an idealized geometric layout of the system and an operating plan. This layout-operating plan is then used as a design target when developing the real, detailed master plan. Ultimately, the latter is simulated to obtain more accurate cost and level of service estimates.This process has been applied to design a high performance bus (HPB) network for Barcelona (Spain). The idealized solution for Barcelona includes 182 km of one-way infrastructure, uses 250 vehicles and costs 42,489 €/h to build and run. These figures only amount to about one third of the agency resources and cost currently used to provide bus service. A detailed design that resembles this target and conforms to the peculiarities of the city is also presented and simulated. The agency cost and user level of service metrics of the simulated system differ from those of the idealized model by less than 10%. Although the designed and simulated HPB systems provide sub-optimal spatial coverage because Barcelona lacks suitable streets, the level of service is good. Simulations suggest that if the proposed system was implemented side-by-side with the current one, it would capture most of the demand.     

Prospects for computer aided railway scheduling: perspectives from users and parallels from mass transit

Railway scheduling faces new challenges as competition and, in many parts of the world, privatisation require ever better results, both in terms of minimising the resources used and maximising the performance achieved by those resources. It is therefore surprising that in practice railway scheduling tasks appear to be performed largely without the use of optimizing models. This paper takes two different perspectives, a case study of user needs from the UK railway industry and a comparative analysis with mass transit scheduling systems, to consider why this might be and assesses what the future prospects are for computer aided railway scheduling.

A number of conclusions are drawn: that optimization models need to be integrated with software packages that meet schedulers' data management needs; that researchers need to work with commercial developers to achieve this integration; that there needs to be an emphasis on extending models to cover more real‐life circumstances; and that solutions with international applicability should be sought.     

Economic impact of a supply change in mass transit in urban areas: A Canadian example

This paper aims at estimating the economic impact of a supply change in the bus transit service in a Canadian city of medium size. By using a quasi-experiment approach and a difference-in-differences (DID) estimator, it evaluates the impact of the introduction of a rapid bus transit (RBT) in Quebec City (Canada) through a spatio-temporal analysis of house price variations. The hedonic price model shows that the new service generates an increase in house price ranging from 6.9% to 2.9%, for those properties located close to the service corridor where the population is quite dense and where the service was offered initially. Using sales transaction data and municipal assessment records from 1997, the effect on price is translated into an economic impact for the whole region. The paper shows that the improvement in public transit supply generates, for Quebec City, a significant fiscal impact estimated to $6 M and a plus-value for properties owners close to $35 M over 12 years. Finally, the implications of this kind of analysis for urban planning and development are discussed.