A zonal inference model based on observed smart-card transactions for Santiago de Chile

The collection of origin–destination data for a city is an important but often costly task. This way, there is a need to develop more efficient and inexpensive methods of collecting information about citizens’ travel patterns. In this line, this paper presents a generic methodology that allows to infer the origin and destination zones for an observed trip between two public transport stops (i.e., bus stops or metro stations) using socio-economic, land use, and network information. The proposed zonal inference model follows a disaggregated Logit approach including size variables. The model enables the estimation of a zonal origin–destination matrix for a city, if trip information passively collected by a smart-card payment system is available (in form of a stop-to-stop matrix). The methodology is applied to the Santiago de Chile’s morning peak period, with the purpose of serving as input for a public transport planning computational tool. To estimate the model, information was gathered from different sources and processed into a unified framework; data included a survey conducted at public transport stops, land use information, and a stop-to-stop trip matrix. Additionally, a zonal system with 1176 zones was constructed for the city, including the definition of its access links and associated distances. Our results shows that, ceteris paribus, zones with high numbers of housing units have higher probabilities of being the origin of a morning peak trip. Likewise, health facilities, educational, residential, commercial, and offices centres have significant attraction powers during this period. In this sense, our model manages to capture the expected effects of land use on trip generation and attraction. This study has numerous policy implications, as the information obtained can be used to predict the impacts of changes in the public transport network (such as extending routes, relocating their stops, designing new routes or changing the fare structure). Further research is needed to improve the zonal inference formulation and origin–destination matrix estimation, mainly by including better cost measures, and dealing with survey and data limitations.     

Flow-based accessibility measurement: The Place Rank approach

In this paper, we empirically test the viability of a flow-based approach as an alternative to transport accessibility measurement. To track where commuters travel from and to (but not commute times), we use transactional smartcard data from residents in Singapore to construct the (daily) spatial network of trips generated. We use the Place Rank method to demonstrate the viability of the flow-based approach to study accessibility. We compute the Place Rank of each of 44 planning areas in Singapore. Interestingly, even though the spatial network is constructed using only origin–destination information, we find that the travel time of the trips out of each planning area generally decreases as the area’s Place Rank increases. The same is also the case for in-vehicle time, number of transfers in the network and transfer time. This shows that a flow-based approach can be used to measure the notion of accessibility, which is traditionally assessed using travel time information in the system. We also compare Place Rank with other indicators, namely, bus stop density, eigenvector centrality, clustering coefficient and typographical coefficient to evaluate an area’s accessibility. The results show that these indicators are not as effective as the Place Rank method.     

Validating travel behavior estimated from smartcard data

In this paper, we present a validation of public transport origin–destination (OD) matrices obtained from smartcard and GPS data. These matrices are very valuable for management and planning but have not been validated until now. In this work, we verify the assumptions and results of the method using three sources of information: the same database used to make the estimations, a Metro OD survey in which the card numbers are registered for a group of users, and a sample of volunteers. The results are very positive, as the percentages of correct estimation are approximately 90% in all cases.     

Methods for pre-processing smartcard data to improve data quality

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

Unified estimator for excess journey time under heterogeneous passenger incidence behavior using smartcard data

Excess journey time (EJT), the difference between actual passenger journey times and journey times implied by the published timetable, strikes a useful balance between the passenger’s and operator’s perspectives of public transport service quality. Using smartcard data, this paper tried to characterize transit service quality with EJT under heterogeneous incidence behavior (arrival at boarding stations). A rigorous framework was established for analyzing EJT, in particular for reasoning about passenger’ journey time standards as implied by varying incidence behavior. It was found that although the wrong assumption about passenger incidence behavior and journey time standards could result in a biased estimate of EJT for individual passenger journeys, the unified estimator of EJT proposed in this paper is unbiased at the aggregate level regardless of the passenger incidence behavior (random incidence, scheduled incidence, or a mixture of both). A case study based on the London Overground network (with a tap-in-and-tap-out smartcard system) was conducted to demonstrate the applicability of the proposed method. EJT was estimated using the smartcard (Oyster) data at various levels of spatial and temporal aggregation in order to measure and evaluate the service quality. Aggregate EJT was found to vary substantially across the different London Overground lines and across time periods of weekday service.