Newly available data promises passengers better alternatives in public transportation during disruptions

Advising a one-size-fits-all ‘alternative route’ for all passengers when metros or trains are disrupted is no longer the only option. Automated fare collection systems such as the OV-chipkaart in the Netherlands and the Oyster card in London, as well as everyday technology such as apps on smart phones, can produce detailed and personalised customer journey information that can be used to create new travel plans for each passenger when there is a disruption in the network. This information has only recently become available to public transport operators, and it features in new research by PhD candidate Evelien van der Hurk of Rotterdam School of Management, Erasmus University (RSM) in close collaboration with Dutch railway operator NS.The research reveals that the usage of these data sources can give travellers a better experience during disruptions.

Millions of journeys are made by train, bus and metro every day. But disruptions happen regularly because of malfunctioning rolling stock or infrastructure, extreme weather conditions, and accidents. In her dissertation Passengers, Information, and Disruptions, Evelien van der Hurk shows that in these situations, using new information sources and supporting passengers by issuing personalised route advice can significantly improve the passenger experience.

Such improvements involve a complex system in which the service experienced is a result of the interaction between passengers and the logistics schedule, and from interactions between passengers themselves. So the delay experienced by any particular passenger depends on the logistics schedule and the routes chosen by other passengers also experiencing the disruption. For example, if passengers caught in a disruption can choose between two alternative routes, they might choose a route based on their expected arrival time. But when demand exceeds capacity on this route, passengers are unable to board the train; they experience an additional delay, and passengers already on that train crammed with extra travellers have a less pleasant journey.

See how OV-chipkaart data can give travellers a better experience in our RSM Discovery video:

Increasing capacity on the route isn’t always possible. What’s more, with the operator’s finite resources, increasing capacity on one route implies reducing the capacity of another route. Both the change in capacity assignment and the change in passenger flows could lead to new – and even more severe – shortages in capacity at other locations.

Van der Hurk shows that passenger service during disruptions can be improved by combining changes in the logistics schedule with personalised advice for passengers. New mathematical optimisation models calculate logistic adjustments to prevent bottlenecks where possible, while at the same time warning passengers of passengers of routes where bottlenecks are unavoidable. 
Van der Hurk’s optimisation model focuses on issuing route advice that serves individual passengers, rather than advice that’s good for the passenger group as a whole. But in order to provide such advice, the system needs detailed information about demand. The author’s research also showed that this information can come from data on smart cards. Moreover, she also found that using anticipated passenger demand when planning shuttle bus services during disruptions can substantially improve passenger service. The operating cost is comparable, and can be even lower.

In practice, use of these research findings requires developing the models further, from proof-of-concept to software for professional use. It will require changes in culture and system for more computer-aided rescheduling, in addition to the current practice of manual rescheduling. This shift is currently taking place within Dutch railway operator NS. In the short term, results of this research illustrate the importance of the tools for direct communication with passengers NS has (e.g. the Reisplanner app), and encouraging further development and exploitation of these during disruptions.

This research is part of the Netherlands Science Foundation (NWO) project ‘Complexity in Public Transport’ and has been done in collaboration with MIT in Boston.

About Evelien van der Hurk

Evelien van der Hurk (the Netherlands, 1985) has a master's degree in Econometrics and Management Science, with a specialisation in Quantitative Logistics and Operations Management (cum laude) from Erasmus University. She started her PhD research within the Netherlands Science Foundation (NWO) project `Complexity in Public Transport' in September 2010 and in close cooperation with NS. Within her PhD, she has focused on analysing passenger behaviour based on large data sets on passenger journeys, and modelling realistic passenger behaviour in decision-support models for disruption management in public transport. In 2013, Evelien visited Prof. Nigel Wilson and Prof. Joe Sussman at the Civil Engineering Department, and Prof. Dick Larson at the Engineering Systems Division of the Massachusetts Institute of Technology (MIT). The research that is described in this thesis has been presented at many international conferences, such as IFORS, CASPT, TRISTAN and the IEEE Conference on Intelligent Transportation Systems. One of the chapters has been published in IEEE Transactions. Two others are currently under review at Transportation Science. From 1 April 2015, Evelien has worked as an assistant professor at the Danish University of Technolosgy, where she continues to research transportation.

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