Service Reliability Measurement using Oyster Data - A Framework for the London Underground David L. Uniman MIT – TfL January 2009 1 Introduction • Research Objective To develop a framework for quantifying reliability from the perspective of passengers using Oyster data that is useful for improving service quality on the Underground. • How reliable is the Underground? - how do we think about reliability? - how do we quantify it? - how do we understand its causes? - how do we improve it? 2 Background – What is Service Reliability? • Reliability means the degree of predictability of the service attributes including comfort, safety, and especially travel times. Passengers are concerned with average travel times, but also with certainty of on-time arrival % of Trips Probability of Late Arrival T’departure Tdeparture T’arrival Tdesired arrival Time of Day Avg. Travel Time “Buffer” - Adapted from Abkowitz (1978) 3 Avg. Travel Time Framework - Reliability Buffer Time Metric • Criteria for Reliability Measure • Representative of passenger experience • Straightforward to estimate and interpret • Usefulness and applicability – compatible with JTM • Propose the following measure: Reliability Buffer Time (RBT) Metric “The amount of time above the typical duration of a journey required to arrive ontime at one’s destination with 95% certainty” sample size ≥ 20 RBT = (95th percentile – 50th percentile)O-D, AM Peak, LUL Period No. of Observations • Actual Distribution 50th perc. 95th perc. RBT Travel Time 4 Framework – Separating Causes of Unreliability • Two types of factors that influence reliability and affect the applicability & usefulness of the measure: 1. Chan (2007) found evidence for the effects of service characteristics on travel time variability – impact on aggregation (e.g. Line Level measure) 2. In this study, observed that reliability was sensitive to the performance of a few (3-4) days each Period, which showed large and non-recurring delays (believe Incident-related) Waterloo to Picc. Circus (Bakerloo NB) - February, AM Peak Comparison of Travel Time Distributions (normalized) 0.3 30 0.25 25 % of journeys 95th percentile [min] 35 20 15 10 5 February 5th 0.15 0.1 0.05 0 4-Feb February 14th 0.2 7-Feb 10-Feb 13-Feb 16-Feb 19-Feb Weekdays 22-Feb 25-Feb 28-Feb 2-Mar 0 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Travel Time [min] 5 Framework – Classification of Performance • Propose to classify performance into two categories along two dimensions – degree of recurrence and magnitude of delays Relate to reliability factors and strategies to address them Recurrent Reliability Incident-Related Reliability Day-to-day (systematic) performance Unpredictable or Random (unsystematic) delays Includes the effects of service characteristics and other repeatable factors (e.g. demand) Unreliability caused by severe disruptions, additional to inherent levels of travel time variation Can be considered as the Underground’s potential reliability under “typical” conditions Together with performance under “typical” conditions, makes up the actual passenger experience • Methodology – use a classification approach based on a Stepwise Regression to automate process 6 Framework – Classification of Performance 9 5 th percenti l e [m i n] − Bakerloo Line Example: Waterloo to Piccadilly Circus – AM Peak, Feb. 2007 35 30 25 20 15 10 5 0 4-Feb 7-Feb 10-Feb 13-Feb 16-Feb 19-Feb 22-Feb 25-Feb 28-Feb 2-Mar Weekdays T.T.Actual = P[No Disruption]*T.T.Recurrent + P[Disruption]*T.T.Incident-related 0.3 0.3 0.3 0.25 0.25 0.2 0.2 0.15 0.15 0.1 0.1 0.1 0.05 0.05 0.05 0 P[No Disruption] = 17/20 days = 85% 0 0 5 10 15 20 25 RBTActual = 4-min 30 0 5 10 15 20 25 RBTRecurrent = 3-min 30 P[Disruption] = 3/20 days = 15% 0.25 0.2 0.15 0 0 5 10 15 20 25 30 RBTIncident-related = 10-min 7 Framework – Validation with Incident Log data • Validation of non-recurrent performance with Incident Log data (from NACHs system) confirmed Incident-related disruptions as the primary cause Brixton to Oxford Circus (Victoria NB) - February 7, AM Peak Brixton to Oxford Circus (Victoria NB) - February 14 - AM Peak 60 60 0.3 0.3 50 0.2 0.15 0.1 40 0.05 0.25 % Journeys 40 % Journeys T ravel Tim e [m in] 50 0.25 0.2 0.15 0.1 0.05 0 0 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 30 30 Travel Time [min] 20 20 10 10 Travel Tim e [m in] 0 0 7:00 AM 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 7:30 AM 8:00 AM 8:30 AM 9:00 AM 9:30 AM 10:00 AM 7:00 AM 7:30 AM 8:00 AM 8:30 AM 9:00 AM 9:30 AM 10:00 AM D ep art ure T ime Departure Time Indicative NAX's Incident Start Incident End Train Withdrawal 2.6124 7:02am 8:20am Train Delay 3.5756 9:16am 9:19am Indicative NAX's Incident Start Incident End Train Delay 9.8803 8:03am 8:06am Signals Train Delay 47.8043 9:05am 9:16am Signals Partial Line Suspension 45.4703 9:57am 11:19am Date Cause Code Result February 7 Fleet February 7 Customer - PEA Date Cause Code Result February 14 Customer PEA February 14 February 14 8 Excess Reliability Buffer Time Metric • Using these 2 performance categories, we can extend our reliability measure by comparing the actual performance with a baseline value • Propose the following: Excess Reliability Buffer Time (ERBT) Metric “The amount of buffer time that passengers need to allow for to arrive on-time with 95% certainty, in excess of what it would have been under disruption-free conditions.” sample size ≥ 20, ERBT = (RBTActual – RBTRecurrent )O-D, AM Peak, LUL Period cumulative baseline Num. of Observations • Recurrent Distribution (II) • Actual Distribution (I) Excess Unreliable Journeys 50th perc. (I) RBT (II) 95th perc.(II) 95th perc.(I) Travel Time ERBT 9 Application # 1 – JTM Reliability Addition • Use measure for routine monitoring and evaluation of service quality – propose to include it within JTM as an additional component. • RBT form is compatible is JTM – units (min, pax-min), aggregation (Period, AM Peak, O-D), estimation (Actual, Scheduled, Excess & Weighted) TPT | AEI | PWT | IVTT | C&I | RBT •Apply RBT measure to Victoria Line – AM Peak, Feb. & Nov. 2007 20.00 18.00 Travel Time [min] 16.00 14.00 E_RBT B_RBT 12.00 10.00 8.00 6.00 (8.55) (7.01) 3. 62 16. 71 2. 08 4.00 2.00 4. 93 4. 93 February November 0.00 Period Median Travel Time 10 Application # 1 – JTM Reliability Addition • ActualW eighted RBT value estimation • Contribution to Service Quality (i.e. Perceived Performance) Comparison of Actual Reliability Buffer Time and Median Journey Time: Victoria Line, AM Peak, Feb/Nov 2007 20.00 Travel Time [min] 18.00 16.00 16.71 14.00 12.00 10.00 8.00 6.00 8.55 7.01 4.00 2.00 0.00 February November Median Travel Time • Compare contribution of RBT to other JTM components through VOT – FEB. 2007 Unweighted (VOTRBT = 1.0) Unweighted, JTM Proportions* Weighted, JTM Proportions (VOTRBT = 1.0) (VOTRBT = 0.6) 16% 21% 50th Perc. RBT 66% AEI 9% 34% 34% 7% 8% AEI PWT OTT CLRS RBT 1% 1% 35% 35% 36% 36% 1% * total 101% due to rounding AEI OTT PWT CLRS OTT CLRS B_RBT RBT E_RBT 12% 12% 37% PWT 11 Application # 2 – Journey Planner Reliability Addition • Better information reduces uncertainty by closing the gap between expectations and reality – improve reliability of service ¾ Propose more COMPLETE information through Journey Planner SIMPLE EXAMPLE: David’s morning commute – Bow Road to St. James’ Park − Probability of arrival on-time using Journey Planner = 0.02 − Access/Egress and Wait Times (?) … must “guess” 17% of trip − Journey Planner time must be increased by a FACTOR of 1.64 to be 95% reliable 1 Cumulative Probability 0.9 0.8 0.7 0.6 0.5 0.4 Journey Planner 0.3 0.2 O yster Median O yster 95th perc. 0.1 0 10 15 20 25 30 35 40 45 50 55 60 O yster Travel Time [min] Courtesy of Transport for London. Used with permission. 12 Application # 2 – Journey Planner Reliability Addition • Assessment: Journey Planner information is INCOMPLETE in 2 ways: 1. Journey Planner consistently underpredicts Oyster journey times - possibly 1. AET & PWT – leaves around 30-50% of journey to chance 2. Expected journey times not helpful for passengers concerned with on-time 2. arrival (e.g. commuters) N o. of of O - D 's (tota l 5 0 ) Difference in Travel Times - O yster Data and Journey Planner: Difference in Travel Times - OO yster Data and Journey Planner: 50 Largest O -D's, AM Peak, Nov. 2007 50 Largest O-D's, AM Peak, Nov. 2007 20 50 30 45 18 25 16 40 14 35 20 12 30 10 25 15 20 8 10 15 6 10 4 5 2 5 0 0 00% 1 1 02 10% 23 3 10-420% 5 4 6 20-30% 75 30-40% 8 6 710 9 40-50% Travel Time / rn Planner (O ysteP rrM o(95th beadbian ilitPerc. yTroav fO elnT -iTm im ee - AJo rruiv aJourney l yusPin e l an gn Je orurTnrav eyeTime) Pllai Tnm nee)r [min] 13 Application # 2 – Journey Planner Reliability Addition • Possible representation of new journey information: SIMPLE EXAMPLE: David’s morning commute – Bow Road to St. James’ Park Chose to: Route Depart Expected Arrival Latest Arrival Duration (up to) Interchanges Depart at… Æ 1 08:27 08:57 09:11 00:30 (00:41) View Arrive by… Æ 2 08:19 08:49 09:00 00:30 (00:41) View 14 Courtesy of Transport for London. Used with permission. Conclusions & Recommendations 1. Reliability is an important part of service quality, relative to average performance, and should be accounted for explicitly. 9 Monitor and evaluate reliability through JTM Extension 2. Incidents have a large impact on service quality through unreliability, which may be underestimated through focus on average performance. 9 Use Oyster and Reliability Framework to improve monitoring and understanding through NACHs (measurement vs. estimate) 3. The impacts of unreliability on passengers can be mitigated through better information. 9 Update travel information and include reliability alternative in Journey Planner 15 Conclusions & Recommendations 4. In order to manage performance, we need to be able to measure it first. 9 Framework contributes to making this possible, and sheds light on some of the broader questions… • How reliable is the Underground? - how do we think about reliability? - how do we quantify it? - how do we understand its causes? - how do we improve it? 16 Thank You • Special thanks to people at TfL and LUL that made this research possible and a memorable experience 17 MIT OpenCourseWare http://ocw.mit.edu 1.258J / 11.541J / ESD.226J Public Transportation Systems Spring 2010 For information about citing these materials or our Terms of Use, visit: http://ocw.mit.edu/terms.