Automatic Fare Collection System Research Articles

Extracting bus transit boarding stop information using smart card transaction data

The smart card-based automated fare collection (AFC) system has become the main method for collecting urban bus and rail transit fares in many cities worldwide. Such smart card technologies provide new opportunities for transportation data collection since the transaction data obtained through AFC system contains a significant amount of archived information which can be gathered and leveraged to help estimate public transit origin–destination matrices. Boarding location detection is an important step particularly when there is no automatic vehicle location (AVL) system or GPS information in the database in some cases. With the analysis of raw data without AVL information in this paper, an algorithm for trip direction detection is built and the directions for any bus in operation can be confirmed. The transaction interval between each adjacent record will also be analyzed to detect the boarding clusters for all trips in sequence. Boarding stops will then be distributed with the help of route information and operation schedules. Finally, the feasibility and practicality of the methodology are tested using the bus transit smart card data collected in Guangzhou, China.

Understanding urban mobility patterns from a spatiotemporal perspective: daily ridership profiles of metro stations

Smart card data derived from automatic fare collection (AFC) systems of public transit enable us to study resident movement from a macro perspective. The rhythms of traffic generated by different land uses differ, reflecting differences in human activity patterns. Thus, an understanding of daily ridership and mobility patterns requires an understanding of the relationship between daily ridership patterns and characteristics of stations and their direct environment. Unfortunately, few studies have investigated this relationship. This study aims to propose a framework of identifying urban mobility patterns and urban dynamics from a spatiotemporal perspective and pointing out the linkages between mobility and land cover/land use (LCLU). Relying on 1 month’s transactions data from the AFC system of Nanjing metro, the 110 metro stations are classified into 7 clusters named as employment-oriented stations, residential-oriented stations, spatial mismatched stations, etc., each characterized by a distinct ridership pattern (combining boarding and alighting). A comparison of the peak hourly ridership of the seven clusters is conducted to verify whether the clustering results are reasonable or not. Finally, a multinomial logit model is used to estimate the relationship between characteristics of the local environment and cluster membership. Results show that the classification based on ridership patterns leads to meaningful interpretable clusters and that significant associations exist between local LCLU characteristics, distance to the city center and cluster membership. The analytical framework and findings may be beneficial for improving service efficiency of public transportation and urban planning.

Estimating metro passengers’ path choices by combining self-reported revealed preference and smart card data

With the help of automated fare collection systems in the metro network, more and more smart card (SC) data has been widely accumulated, which includes abundant information (i.e., Big Data). However, its inability to record passengers’ transfer information and factors affecting passengers’ travel behaviors (e.g., socio-demographics) limits further potential applications. In contrast, self-reported Revealed Preference (RP) data can be collected via questionnaire surveys to include those factors; however, its sample size is usually very small in comparison to SC data. The purpose of this study is to propose a new set of approaches of estimating metro passengers’ path choices by combining self-reported RP and SC data. These approaches have the following attractive features. The most important feature is to jointly estimate these two data sets based on a nested model structure with a balance parameter by accommodating different scales of the two data sets. The second feature is that a path choice model is built to incorporate stochastic travel time budget and latent individual risk-averse attitude toward travel time variations, where the former is derived from the latter and the latter is further represented based on a latent variable model with observed individual socio-demographics. The third feature is that an algorithm of combining the two types of data is developed by integrating an Expectation-Maximization algorithm and a nested logit model estimation method. The above-proposed approaches are examined based on data from Guangzhou Metro, China. The results show the superiority of combined data over single data source in terms of both estimation and forecasting performance.

Passenger arrival and waiting time distributions dependent on train service frequency and station characteristics: A smart card data analysis

Waiting time at public transport stops is perceived by passengers to be more onerous than in-vehicle time, hence it strongly influences the attractiveness and use of public transport. Transport models traditionally assume that average waiting times are half the service headway by assuming random passenger arrivals. However, research agree that two distinct passenger behaviour types exist: one group arrives randomly, whereas another group actively tries to minimise their waiting time by arriving in a timely manner at the scheduled departure time. This study proposes a general framework for estimating passenger waiting times which incorporates the arrival patterns of these two groups explicitly, namely by using a mixture distribution consisting of a uniform and a beta distribution. The framework is empirically validated using a large-scale automatic fare collection system from the Greater Copenhagen Area covering metro, suburban, and regional rail stations thereby giving a range of service headways from 2 to 60 min. It was shown that the proposed mixture distribution is superior to other distributions proposed in the literature. This can improve waiting time estimations in public transport models. The results show that even at 5-min headways 43% of passengers arrive in a timely manner to stations when timetables are available. The results bear important policy implications in terms of providing actual timetables, even at high service frequencies, in order for passengers to be able to minimise their waiting times.

Assessing interchange effects in public transport: A case study of South East Queensland, Australia

Interchange or transfers for passengers in large multimodal public transport networks are more or less inevitable. In South East Queensland (SEQ), Australia, there is a zone based fare system in place which does not penalize transfers within the same zone but does charge a full fare for an inter-zone transfer in a single journey. This research investigates the interchange effects from an analysis of passengers’ travel patterns using the smart card data from the automated fare collection system in place in SEQ. Latent class nested logit models are estimated with social demographic characteristics to measure transfer behaviour, and are used to investigate the opportunity for better interchange policies to increase the network effect. The results identified passengers' heterogeneous preferences towards travel alternatives with markedly different market segments. The empirical results identified passengers categorised into four segments of employees, students, wealthier people and seniors. The findings suggest that public transport network effects are most important to the employee segment with student and senior segments being more likely to choose direct alternatives over alternatives involving interchange. In order to enhance the public transport network effects, two transfer policies are simulated and all segments show increase of the transfer behaviour but with different alternative shares.

Smart Card Data Mining of Public Transport Destination: A Literature Review

Smart card data is increasingly used to investigate passenger behavior and the demand characteristics of public transport. The destination estimation of public transport is one of the major concerns for the implementation of smart card data. In recent years, numerous studies concerning destination estimation have been carried out—most automatic fare collection (AFC) systems only record boarding information but not passenger alighting information. This study provides a comprehensive review of the practice of using smart card data for destination estimation. The results show that the land use factor is not discussed in more than three quarters of papers and sensitivity analysis is not applied in two thirds of papers. In addition, the results are not validated in half the relevant studies. In the future, more research should be done to improve the current model, such as considering additional factors or making sensitivity analysis of parameters as well as validating the results with multi-source data and new methods.

Improved estimation of commuter waiting times using headway and commuter boarding information

The average amount of waiting time spent by commuters is one of the key indicators of service quality for public bus operations. While actual measurements of actual waiting time is difficult to be done en masse, models of waiting time can be derived from bus headways and these models have been adopted by transport planners in monitoring and regulating service reliability of operators. However, these models are founded on several assumptions on the patterns of commuter arrival which may not be applicable for bus services that experience high demand and heavily fluctuating commuter patterns. Given the availability of granular data on commuter boarding from automated fare collection systems, we propose a new methodology to better estimate the average waiting time of commuters. The formulation is anchored and validated using a three-month dataset from ten selected bus routes in Singapore. Finally, we discuss how our new measure allows for minimization of commuter waiting time through schedule optimization.

Evaluation of carbon emission reductions promoted by private driving restrictions based on automatic fare collection data in Beijing, China

ABSTRACTPublic transportation automatic fare collection (AFC) systems are able to continuously record large amounts of passenger travel information, providing massive, low-cost data for research on regulations pertaining to public transport. These data can be used not only to analyze characteristics of passengers’ trips but also to evaluate transport policies that promote a travel mode shift and emission reduction. In this study, models combining card, survey, and geographic information systems (GIS) data are established with a research focus on the private driving restriction policies being implemented in an ever-increasing number of cities. The study aims to evaluate the impact of these policies on the travel mode shift, as well as relevant carbon emission reductions. The private driving restriction policy implemented in Beijing is taken as an example. The impact of the restriction policy on the travel mode shift from cars to subways is analyzed through a model based on metro AFC data. The routing paths of these passengers are also analyzed based on the GIS method and on survey data, while associated carbon emission reductions are estimated. The analysis method used in this study can provide reference for the application of big data in evaluating transport policies.Implications: Motor vehicles have become the most prevalent source of emissions and subsequently air pollution within Chinese cities. The evaluation of the effects of driving restriction policies on the travel mode shift and vehicle emissions will be useful for other cities in the future. Transport big data, playing an important support role in estimating the travel mode shift and emission reduction considered, can help related departments to estimate the effects of traffic jam alleviation and environment improvement before the implementation of these restriction policies and provide a reference for relevant decisions.

Application of smart card data in validating a large-scale multi-modal transit assignment model

The accuracy of transit assignment plays an important role in the successful design and operation of a transit system. The majority of previous studies on validating transit assignment models has used limited survey data or has lacked a large-scale multimodal and high quality dataset. Considering the advantages of smart card [automatic fare collection (AFC)] systems, the aims of this study are to put forward a methodological framework to validate existing transit assignment models and to quantify the performance of these models. Our study combines data from three sources: the General Transit Feed Specification, an AFC system, and a strategic transport model from a large-scale multimodal public transport network, namely the South-East Queensland (SEQ) network in Australia. The AFC system in SEQ has provided a very large and highly accurate dataset on passenger boardings and alightings for the three transit modes of bus, rail and ferry. Following a data analysis, an origin–destination trip matrix is estimated for the AM peak period using AFC data as an input to the transit assignment model. Then, the results of the transit assignment model are compared with the actual passengers’ route choices over the same period, at different levels of aggregation. The model performance is quantified by each route (and direction), by each segment of each route (and direction), and by each stop. The results indicate that relatively tighter thresholds are required to validate the transit assignment at the segment level than at the stop level. Furthermore, the validation results indicate that the greatest error is realized for the bus mode, while the level of accuracy in the rail mode is the best. The results suggest a segment-level analysis should be used as the most useful level of aggregation for future calibration and validation of transit assignment models.

Multidimensional visualization of transit smartcard data using space–time plots and data cubes

Given the wide application of automatic fare collection systems in transit systems across the globe, smartcard data with on- and/or off-boarding information has become a new source of data to understand passenger flow patterns. This paper uses Nanjing, China as a case study and examines the possibility of using the data cube technique in data mining to understand space–time travel patterns of Nanjing rail transit users. One month of smartcard data in October, 2013 was obtained from Nanjing rail transit system, with a total of over 22 million transaction records. We define the original data cube for the smartcard data based on four dimensions—Space, Date, Time, and User, design a hierarchy for each dimension, and use the total number of transactions as the quantitative measure. We develop modules using the programming language Python and share them as open-source on GitHub to enable peer production and advancement in the field. The visualizations of two-dimensional slices of the data cube show some interesting patterns such as different travel behaviors across user groups (e.g. students vs. elders), and irregular peak hours during National Holiday (October 1st–7th) compared to regular morning and afternoon peak hours during regular working weeks. Spatially, multidimensional visualizations show concentrations of various activity opportunities near metro rail stations and the changing popularities of rail stations through time accordingly. These findings support the feasibility and efficiency of the data cube technique as a mean of visual exploratory analysis for massive smart-card data, and can contribute to the evaluation and planning of public transit systems.

Measuring fine-grained metro interchange time via smartphones

High variability interchange times often significantly affect the reliability of metro travels. Fine-grained measurements of interchange times during metro transfers can provide valuable insights on the crowdedness of stations, usage of station facilities and efficiency of metro lines. Measuring interchange times in metro systems is challenging since agent-operated systems like automatic fare collection systems only provide coarse-grained trip information and popular localization services like GPS are often inaccessible underground. In this paper, we propose a smartphone-based interchange time measuring method from the passengers’ perspective. It leverages low-power sensors embedded in modern smartphones to record ambient contextual features, and utilizes a two-tier classifier to infer interchange states during a metro trip, and further distinguishes 10 fine-grained cases during interchanges. Experimental results within 6months across over 14 subway lines in 3 major cities demonstrate that our approach yields an overall interchange state inference F1-measurement of 91.0% and an average time error of less than 2min at an inference interval of 20s, and an average accuracy of 89.3% to distinguish the 10 fine-grained interchange cases. We also conducted a series of case studies using measurements collected from crowdsourced users during 3months, which reveals findings previously unattainable without fine-grained interchange time measurements, such as portions of waiting time during interchange, interchange directions, usage of facilities (stairs/escalators/lifts), and the root causes of long interchange times.

Deep‐learning architecture to forecast destinations of bus passengers from entry‐only smart‐card data

Although smart-card data secures collective travel information on public transportation users, the reality is that only a few cities are equipped with an automatic fare collection (AFC) system that can provide user information for both boarding and alighting locations. Many researchers have delved into forecasting the destinations of smart-card users. Such effort, however, have never been validated with actual data on a large scale. In the present study, a deep-learning model was developed to estimate the destinations of bus passengers based on both entry-only smart-card data and land-use characteristics. A supervised machine-learning model was trained using exact information on both boarding and alighting. That information was provided by the AFC system in Seoul, Korea. The model performance was superior to that of the most prevalent schemes developed thus far.

A probabilistic Passenger-to-Train Assignment Model based on automated data

The paper presents a methodology for assigning passengers to individual trains using: (i) fare transaction records from Automatic Fare Collection (AFC) systems and (ii) Automatic Vehicle Location (AVL) data from train tracking systems. The proposed Passenger-to-Train Assignment Model (PTAM) is probabilistic and links each fare transaction to a set of feasible train itineraries. The method estimates the probability of the passenger boarding each feasible train, and the probability distribution of the number of trains a passenger is unable to board due to capacity constraints. The access/egress time distributions are important inputs to the model. The paper also suggests a maximum likelihood approach to estimate these distributions from AFC and AVL data. The methodology is applied in a case study with data from a major, congested, subway system during peak hours. Based on actual AFC and train tracking data, synthetic data was generated to validate the model. The results, both in terms of the trains passengers are assigned to and train loads, are similar to the “true” observations from the synthetic data. The probability of a passenger being left behind (due to capacity constraints) in the actual system is also estimated by time of day and compared with survey data collected by the agency at the same station. The left behind probabilities can be accurately estimated from the assignment results. Furthermore, it is shown that the PTAM output can also be used to estimate crowding metrics at transfer stations.

Passengers’ response to transit fare change: an ex post appraisal using smart card data

Fare change is an effective tool for public transit demand management. An automatic fare collection system not only allows the implementation of complex fare policies, but also provides abundant data for impact analysis of fare change. This study proposes an assessment approach for analyzing the influence when substituting a flat-fare policy with a distance-based fare policy, using smart card data. The method can be used to analyze the impact of fare change on demand, riding distances, as well as price elasticity of demand at different time and distance intervals. Taking the fare change of Beijing Metro implemented in 2014 as a case study, we analyze the change of network demand at various levels, riding distances, and demand elasticity of different distances on weekdays and weekends, using the method established and the smart card data a week before and after the fare change. The policy implication of the fare change was also addressed. The results suggest that the fare change had a significant impact on overall demand, but not so much on riding distances. The greatest sensitivity to fare change is shown by weekend passengers, followed by passengers in the evening weekday peak time, while the morning weekday peak time passengers show little sensitivity. A great variety of passengers’ responses to fare change exists at station level because stations serve different types of land usage or generate trips with distinct purposes at different times. Rising fares can greatly increase revenue, and can shift trips to cycling and walking to a certain extent, but not so much as to mitigate overcrowding at morning peak times. The results are compared with those of the ex ante evaluation that used a stated preference survey, and the comparison illustrates that the price elasticity of demand extracted from the stated preference survey significantly exaggerates passengers’ responses to fare increase.

Estimation of Passenger Route Choice Pattern Using Smart Card Data for Complex Metro Systems

Metro systems play an important role in meeting the demand for urban transportation in large cities. The understanding of passenger route choice is critical for public transit management. The wide deployment of automated fare collection (AFC) systems opens up a new opportunity. However, only each trip's tap-in and tap-out time stamp and stations can be directly obtained from AFC system records; the train and route chosen by a passenger are unknown, information necessary to solve our problem. While existing methods work well in some specific situations, they hardly work for complicated situations. In this paper, we propose a solution that needs no additional equipment or human involvement than the AFC systems. We develop a probabilistic model that can estimate from empirical analysis how the passenger flows are dispatched to different routes and trains. We validate our approach using a large-scale data set collected from the Shenzhen Metro system. The measured results provide us with useful input when building the passenger path choice model.

Inferring passenger types from commuter eigentravel matrices

ABSTRACTA sufficient knowledge of the demographics of a commuting public is essential in formulating and implementing more targeted transportation policies. Here, a procedure is demonstrated that classifies passengers (Adult, Child/Student, and Senior Citizen) based on their three-month travel patterns. The method proceeds by constructing distinct commuter matrices, we refer to as eigentravel matrices, that capture a commuter's characteristic travel routine. Comparing various classification models, we show that the gradient boosting method gives the best prediction with 76% accuracy, 81% better than the minimum model accuracy (42%) computed using proportional chance criterion. The models are verified and validated; consequently, the procedure demonstrated should serve as a benchmark for problems of this type. The generally intuitive pattern of the demographic classification also points to a possible universal ‘travelprint’ of commuters, and can inspire development of unsupervised machine learning methods for automated fare collection systems that do not provide additional demographic detail.

Modeling Bus Service Time for a Curbside Stop

Bus queuing occurs frequently at the entry and exit areas of curbside stops. Formed queues can induce extra delays for bus operations. Conventional regression-based models to analyze bus service time cannot capture such delays because of their limitations in addressing interactions between buses and arriving passengers. To capture the extra delays, this paper proposes a new approach to estimate bus service time on the basis of the Monte Carlo method. The proposed models account for interactions between arriving buses as well as the numbers of boarding and alighting passengers. The models were established for curbside stops with both one and two berths. Case studies were implemented to show the effectiveness of the proposed approach. Archived data from the automatic vehicle location system and the automatic fare collection system were used to calibrate and validate the models. With the established models, the impact of passenger arrivals on bus service time was further demonstrated.

Real-Time Riders: A First Look at User Interaction Data from the Back End of a Transit and Shared Mobility Smartphone App

A fundamental component of transit planning is understanding passenger travel patterns. However, traditional data sources used to study transit travel have some noteworthy drawbacks. For example, manual collection of travel surveys can be expensive, and data sets from automated fare collection systems often include only one transit system and do not capture multimodal trips (e.g., access and egress mode). New data sources from smartphone applications offer the opportunity to study transit travel patterns across multiple metropolitan regions and transit operators at little to no cost. Moreover, some smartphone applications integrate other shared mobility services, such as bikesharing, carsharing, and ride-hailing, which can provide a multimodal perspective not easily captured in traditional data sets. The objective of this research was to take a first look at an emerging data source: back-end data from user interactions with a smartphone application. The specific data set used in this paper was from a widely used smartphone application called Transit that provides real-time information about public transit and shared mobility services. Visualizations of individuals’ interactions with the Transit app were created to demonstrate three unique aspects of this data set: the ability to capture multicity transit travel, the ability to capture multiagency transit travel, and the ability to capture multimodal travel, such as the use of bikeshare to access transit. This data set was then qualitatively compared with traditional transit data sources, including travel surveys and automated fare collection data. The findings suggest that the data set has potential advantages over traditional data sources and could help transit planners better understand how passengers travel.

Assessing Interchange Effects in Public Transport: A Case Study of South East Queensland, Australia

Interchange or transfers for passengers in large multimodal public transport networks are more or less inevitable. A zone based fare system has the potential to ensure that there is no financial penalty for interchange. In South East Queensland (SEQ), Australia, there is a zone based fare system in place which does not penalize transfers within the same zone but does charge a full fare for an inter-zone transfer in a single journey. This research investigates the interchange effects from an analysis of passengers’ travel patterns using the smart card data from the automated fare collection system in place in SEQ. Latent class nested logit models are estimated with social demographic characteristics to measure transfer behaviour and are used to investigate the opportunity for better interchange policies to increase the network effect in the SEQ network. The results identified passengers' heterogeneous preferences towards travel alternatives with markedly different market segments. The empirical results identified passengers categorised into four segments of employees, students, wealthier people and seniors. The findings suggest that public transport network effects are most important to the employee segment with student and senior segments being more likely to choose direct alternatives over alternatives involving interchange. In order to enhance the public transport network effects, two policies to encourage transfers by passengers are investigated using simulations with the policy implications identified..

Estimation of Origin-Destination matrices under Automatic Fare Collection: the case study of Porto transportation system

Abstract Entry-only Automatic Fare Collection (AFC) systems are widely used in urban transports. Its main advantages include easy usability by passengers, improvement of the efficiency of revenue management, adequacy to integrate inter-modality approaches, easy cooperation between operators, systematic data collection and gathering tools, contributing to improve the planning process. This work starts with the literature review on applications of the Trip-Chaining Method (TCM) to the estimation of Origin-Destination (OD) matrices using entry-only AFC data. The main contribution of this study is to provide an OD matrix for the city of Porto, allowing to improve the quality of its public transport system. The paper reports the implementation of the TCM to estimate the alighting locations at the disaggregated level in the case study of Porto. The main assumptions adopted are: passengers start the next journey stage at or near the alighting location of their previous trip, passengers end the last trip of the day at the boarding location of the first trip of the day, passengers can only alight in the sequence of stops not yet traveled by the route / direction they boarded, passengers have a maximum interchange distance, above which the destination of that journey stage is not inferred.