Optimal transit subsidy policy

The basic justification for transit subsidy is that such a subsidy is necessary, given substantial economies of scale, in order to permit fares to be set at a level which will result in reasonably efficient use of the service. Efficiency is not, however, merely a matter of the level of the fares but even more of the fare structure and pattern. Major changes in fare patterns are needed to permit reasonable efficiency of utilization to be attained, and full advantage derived from subsidy. Differentiation according to time and direction, as well as the distance of travel, is required. Ideally, competing modes such as the private automobile should be priced at marginal cost, differentially by time and place, and the subsidy should be derived from taxes on land values in the areas where such values are enhanced by the presence of transit service at low fares. In the absence of such conditions, fares should differ from marginal cost in ways that take into account the impacts of transit fare variations on auto traffic and congestion, and on the subsidy requirements and the adverse impacts of the taxes imposed to finance the subsidy.In addition to these economic efficiency considerations there may be added considerations of distributional impact and political acceptability, which may modify the optimal solution somewhat but should not greatly change the main outlines of the patterns to be recommended.     

Performance indicators for transit management

Transit performance can be evaluated through quantitative indicators. As the provision of efficient and effective transit service are appropriate goals to be encouraged by federal and state governments, these goals are used to develop performance indicators.Three efficiency and four effectiveness indicators are described, together with two overall indicators. These nine indicators are analyzed for comparability utilizing operating and financial data collected from public transit agencies in California.Performance indicators selected for this study should not be viewed as final. Twenty-one performance indicators proposed by previous studies were reviewed. Theoretical considerations and unavailability or unreliability of data caused omission of several useful measures like passenger-miles. Circumstances such as improved data, emphasis upon goals other than efficiency and effectiveness, and local conditions might warrant the inclusion of indicators deleted from this research.This paper is based on work conducted for the Urban Mass Transportation Administration under University Research and Training Grant CA-11-0014, Development of Performance Indicators for Transit. The views expressed herein are those of the authors and not necessarily those of the University of California or the United States Government. We are indebted to John Feren for assistance with the statistical processing and data gathering.     

Optimal scheduling of public transport fleet at network level

This paper deals with the development of a strategic approach for optimizing the operation of public transport system that considers both user's objective and operator's objective. Passengers of public transport are assumed to seek a minimum wait time to conduct the trips, while on the other hand, operators are concerned with the efficient operation such as minimum fleet size. The average minimum wait time is to be achieved by creating an optimal despatching policy for each vehicle from the terminal. As for efficient operation the utilisation of vehicle should be maximised by having a minimum number of vehicles in operation. User's and operator's objectives are optimized within certain operational constraints such as vehicle capacity to maintain acceptable level of service. The i‐model is contructed in a bi‐level programming form in which the user's objective is minimized by dynamic programming and the operator's objective is minimized by various routing strategies. Furthermore, an algorithm and a contrived example are developed to solve and see the performance of the approach.     

Optimal slack time for timed transfers at a transit terminal

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

Dynamic stochastic transit assignment with explicit seat allocation model

This paper proposes a stochastic dynamic transit assignment model with an explicit seat allocation process. The model is applicable to a general transit network. A seat allocation model is proposed to estimate the probability of a passenger waiting at a station or on-board to get a seat. The explicit seating model allows a better differentiation of in-vehicle discomfort experienced by sitting and standing passengers. The paper proposes simulation procedures for calculating the sitting probability of each type of passengers. A heuristic solution algorithm for finding an equilibrium solution of the proposed model is developed and tested. The numerical tests show significant influences of the seat allocation model on equilibrium departure time and route choices of passengers. The proposed model is also applied to evaluate the effects of an advanced public transport information system (APTIS) on travellers’ decision-making.     

Evaluation of a fleet safety management information system

Despite recent interest in work related road safety, relatively little research has been conducted to examine the effects of institutional factors on fleet safety. This paper conceptualized an evaluation framework and utilized it to assess fleet coordinators' attitudes toward and the usage of a fleet safety management system. First, focus group interviews revealed that monitoring fleet safety was not considered an important task within the government agencies participating in the research. Second, similar results were obtained in a survey of the fleet coordinators, which showed that most fleet coordinators were not utilising the full diagnostic capabilities of the management information system. In particular, fleet coordinators reported significantly higher competence, usage and importance on the coordination of fleet vehicle efficiency than on the coordination of fleet safety. These results were supported by the finding that fleet coordinators were required to report more on fleet efficiency than on fleet safety.     

Optimal control of headway variation on transit routes

Headway control strategies have been proposed as methods for correcting transit service irregularities and thereby reducing passenger wait times at stops. This paper addresses a particular strategy which can be implemented on high frequency routes (headways under 10–12 minutes), in which buses are held at a control stop to a threshold headway. An algorithm is developed which yields the optimal control stop location and optimal threshold headway with respect to a system wait function. The specification of the wait function is based on the development of several empirical models, including a headway variation model and an average delay time model at control stops. A conclusion is reached that the headway variation does not increase linearly along a route, a common assumption made in many previous studies. Furthermore, the location of the optimal control stop and threshold value are sensitive to the passenger boarding profile, as expected. The algorithm itself appears to have practical application to conventional transit operations.     

Reducing transit fleet emissions through vehicle retrofits,replacements, and usage changes over multiple time periods

Bus transit is often promoted as a green form of transportation, but surprisingly little research has been done on how to run transit systems in a green manner. Both vehicle task assignment and purchase models are generally constructed to minimize financial costs. Integrating vehicle task assignment with purchase decisions is made challenging by the different time scales involved. An integer programming approach is used to combine vehicle purchase, retrofit and aggregated task assignment decisions. The formulation is designed to operate in sequence with traditional vehicle task assignment models, to add emissions and long term financial cost elements to the objective, while maintaining computational tractability and feasible input data requirements. In a case study, a transit agency saves money in the long term by using stimulus money to buy CNG infrastructure instead of purchasing only new buses. Carbon prices up to $400/(ton CO₂ equivalent) do not change vehicle purchase decisions, but higher carbon prices can cause more diesel hybrid purchases, at a high marginal cost. Although the motivation and numerical case study are from the US transit industry, the model is formulated to be widely applicable to green fleet management in multiple contexts.     

Optimal congestion taxes in a time allocation model

The purpose of this paper is to study optimal congestion taxes in a time-allocation framework. This makes it possible to distinguish taxes on inputs in the production of car trips and taxes on transport as an activity. Moreover, the model allows us to consider the implications of treating transport as a demand, derived from other activities. We extend several well known tax rules from the public finance literature and carefully interpret the implications for the optimal tax treatment of passenger transport services. The main findings of the paper are the following. First, if governments are limited to taxing market inputs into transport trip production, the time-allocation framework: (i) provides an argument for taxing congestion below marginal external cost, (ii) implies a favourable tax treatment for time-saving devices such as GPS, and (iii) provides a previously unnoticed argument for public transport subsidies. Second, if the government has access to perfect road pricing that directly taxes transport as an activity, all previous results disappear. Third, in the absence of perfect road pricing, the activity-specific congestion attracted by employment centres, by shopping centres or by large sports and cultural events should be corrected via higher taxes on market inputs in these activities (e.g., entry tickets, parking fees, etc.).     

A fuzzy-stochastic optimization model for the intermodal fleet management problem of an international transportation company

ABSTRACT

In this paper, a fuzzy-stochastic optimization model is developed for an intermodal fleet management system of a large international transportation company. The proposed model integrates various strategic, tactical and operational level decisions simultaneously. Since real-life fleet planning problems may involve different types of uncertainty jointly such as randomness and fuzziness, a hybrid chance-constrained programming and fuzzy interactive resolution-based approach is employed. Therefore, stochastic import/export freight demand and fuzzy transit times, truck/trailer availabilities, the transport capacity of Ro-Ro vessels, bounds on block train services, etc. can also be taken into account concurrently. In addition to minimize overall transportation costs, optimization of total transit times and CO₂ emission values are also incorporated in order to provide sustainable fleet plans by maximizing customer satisfaction and environmental considerations. Computational results show that effective and efficient fleet plans can be produced by making use of the proposed optimization model.     

Eco-efficiency management program (EEMP)—a model for road fleet operation

Fuel consumption has always been a matter of economic concern in road fleet management, giving rise to many initiatives aimed at fostering more efficient energy use. The increasingly awareness of environmental problems now requires these programs to include environmental aspects. A structured Eco-efficiency Management Program (EEMP) is proposed for road fleet operation, taking into account the traditional approach that strives to minimise fuel consumption as well as wider economic and environmental aspects. The EEMP has its potential evaluated in a case study undertaken for INFRAERO, Brazilian’s airport authority, on the operation of its road fleet supporting aircraft ground operations at Rio de Janeiro International Airport. The paper looks at EEMP’s implementation by identifying the program’s phases, its participants and their competencies, eco-efficiency indicators, and performance targets.     

GIS-based transit trip allocation methods converting stop-level boarding and alighting trips into TAZ trips

ABSTRACT

This study introduces a framework to improve the utilization of new data sources such as automated vehicle location (AVL) and automated passenger counting (APC) systems in transit ridership forecasting models. The direct application of AVL/APC data to travel forecasting requires an important intermediary step that links stops and activities – boarding and alighting – to the actual locations (at the traffic analysis zone (TAZ) level) that generated/attracted these trips. GIS-based transit trip allocation methods are developed with a focus on considering the case when the access shed spans multiple TAZs. The proposed methods improve practical applicability with easily obtained data. The performance of the proposed allocation methods is further evaluated using transit on-board survey data. The results show that the methods can effectively handle various conditions, particularly for major activity generators. The average errors between observed data and the proposed method are about 8% for alighting trips and 18% for boarding trips.     

Strategic management of organizational turnarounds in the transit industry

The traditional wisdom that there are increasing returns to scale among bus transit systems has been shaken with recent research findings. The implication from the literature is that unless many transit systems restructure along new organizational lines the financial and service provision difficulties will continue. Very few public transit systems have attempted to strategically manage change and turnaround organizationally.The objectives of this research were to identify the salient factors in organizational turnarounds and to determine whether these factors were evident within transit organizations that have attempted to manage change strategically. The author reviewed the corporate turnaround literature and conducted four case studies of strategic planning/management within the transit industry.All four cases exhibited organizational declines or perceived declines as imminent. They initiated turnarounds through reorganizations and efforts at strategic management. The reorganizations that occurred at all four cases were relatively minor, involving some changes in function. Only minor changes in management occurred and commitment to strategic management varied. Strategic objectives were not quantifiable. All of the cases could have improved their communication below the middle-management levels. The measures of performance in general did not relate a specific strategy and program to a particular turnaround effect. Through management commitment and some minor organizational restructuring two cases achieved some degree of turnaround. Total commitment to strategic management, organizational change, adequate communication, and accurate performance measures are keys to definitive turnarounds.     

Integration of vehicle routing and resource allocation in a dynamic logistics network

A shipper plans daily hub-to-hub transports within a hub and spoke network. Since a limited number of swap containers is available for transportation, two problems arise. 1. Swap containers have to be routed as pickup and delivery requests in multi-hub tours. 2. Day-by-day routing may lead to an imbalance of swap containers requiring a dynamic allocation. Neglecting interdependencies between vehicle routing and resource allocation seems inferior. An integration of the two problems overcomes this deficiency. We formulate mathematical models and propose integration approaches. The advantages of these approaches are discussed based on a computational study.     

Optimal allocation of turns to lanes at an isolated signal-controlled junction

Conventional design methods require the lane marking patterns, which are painted on ground showing road users the permissible turning directions on different approach lanes, as exogenous inputs to define the traffic stream grouping for analysis. This predefined grouping of traffic movements may restrict the design of signal timings in the optimisation procedures. More recently, a lane-based design method has been developed to relax the lane markings as binary-type control variables in a mathematical programming approach. The lane marking patterns and the signal timings can then be optimised simultaneously in a unified framework. This paper presents an extension work to further relax the numbers of approach lane in traffic arms as new integer variables which can then be optimised to give optimal lane arrangement in various arms of a junction to manage the given traffic demands more efficiently. All well-defined signal timings variables in the phase-based approach as well as the lane marking and lane flow variables in the lane-based approach together with their governing constraints are all preserved in the new formulation for the reserve capacity optimisation of isolated signal-controlled junctions.     

Developing green fleet management strategies: Repair/retrofit/replacement decisions under environmental regulation

The considerable cost of maintaining large fleets has generated interest in cost minimization strategies. With many related decisions, numerous constraints, and significant sources of uncertainty (e.g. vehicle breakdowns), fleet managers face complex dynamic optimization problems. Existing methodologies frequently make simplifying assumptions or fail to converge quickly for large problems. This paper presents an approximate dynamic programming approach for making vehicle purchase, resale, and retrofit decisions in a fleet setting with stochastic vehicle breakdowns. Value iteration is informed by dual variables from linear programs, as well as other bounds on vehicle shadow prices. Sample problems are based on a government fleet seeking to comply with emissions regulation. The model predicts the expected cost of compliance, the rules the fleet manager will use in deciding how to comply, and the regulation’s impact on the value of vehicles in the fleet. Stricter regulation lowers the value of some vehicle categories while raising the value of others. Such insights can help guide regulators, as well as the fleet managers they oversee. The methodologies developed could be applied more broadly to general multi-asset replacement problems, many of which have similar structures.     

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.     

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.     

Performance indicator analysis: A management tool for the improvement of bus transit operation in Bangkok

This paper intends to demonstrate that the performance indicator analysis technique can be successfully used as a diagnostic tool to identify operational inefficiency and ineffectiveness at the route level of transit operation. The technique has been applied on 14 bus routes of Bangkok Mass Transit Authority to reveal the inter-route differences in operational efficiency and effectiveness. Twenty performance indicators relating to costs of services, fuel consumption, staff ratio, crew productivity, fleet utilization, service output per bus, daily revenues, etc., were selected to represent the resource efficiency, resource effectiveness and service effectiveness of the bus system. Results of the analyses revealed that considerable variations existed across the routes against many of these 20 selected indicators. These included variations in terms of labor and capacity utilization, maintenance expenditure, etc., many of which can be improved through suitable managerial measures. Based on these findings, specific recommendations have been made for improvement in the deficient areas that are considered to be within the operator domain. These indicators also provide a basis for comparison over time, with other operators and standards. A ranking scale was also developed to determine the over all attractiveness of the routes.     

Appropriate mass transit for developing cities

This paper is concerned with the majority of developing nations who lack large resources for public sector projects. It questions the basis of much mass transit planning and attempts to put forward a more efficient way of reaching decisions. It calls extensively on experience of Metro Manila, capital of the Philippines, where an innovative system of metropolitan planning and administration is throwing a new light on ‘appropriate’ investment in such developing cities.

Mass transit systems as currently conceived in such developing cities—fully segregated rail‐based systems—are unlikely to be affordable (at least for many years) and in consequence scarce resources should not be devoted to developing and evaluating them. Rather, the principal objective should be to provide low‐cost, affordable mass transit—affordable to governments and to passengers. This almost certainly points to road‐based systems, or predominantly at‐grade light rail transit (LRT) systems, which are usually regarded as ‘obviously unworkable’ in developing city environments.

This judgement is questioned and it is suggested the potential of LRT to provide appropriate low‐cost mass transit is not being realized. An approach to determining its potential applicability is proposed. If feasible it should be evaluated against road‐based systems before decisions to implement new mass transit systems are taken.

While circumstances vary between countries the central message of this paper—that public sector resources have a very high opportunity cost which make all but the lowest‐cost mass transit systems very difficult to justify—will hold in all but the higher‐income developing economies.