Center for Advanced Multimodal Mobility Solutions and Education Project ID: 2017 Project 01 ESTIMATION OF ORIGIN-DESTINATION MATRIX AND IDENTIFICATION OF USER ACTIVITIES USING PUBLIC TRANSIT SMART CARD DATA Final Report by Wei Fan (ORCID ID: https://orcid.org/0000-0001-9815-710X) Zhen Chen (ORCID ID: https://orcid.org/0000-0001-6785-2652) Wei Fan, Ph.D., P.E. Director, USDOT CAMMSE University Transportation Center Professor, Department of Civil and Environmental Engineering The University of North Carolina at Charlotte EPIC Building, Room 3261, 9201 University City Blvd, Charlotte, NC 28223 Phone: 1-704-687-1222; Email: [email protected] for Center for Advanced Multimodal Mobility Solutions and Education (CAMMSE @ UNC Charlotte) The University of North Carolina at Charlotte 9201 University City Blvd Charlotte, NC 28223 August 2018 i ii ACKNOWLEDGEMENTS This project was funded by the Center for Advanced Multimodal Mobility Solutions and Education (CAMMSE @ UNC Charlotte), one of the Tier I University Transportation Centers that were selected in this nationwide competition, by the Office of the Assistant Secretary for Research and Technology (OST-R), U.S. Department of Transportation (US DOT), under the FAST Act. The authors are also very grateful for all of the time and effort spent by DOT and industry professionals to provide project information that was critical for the successful completion of this study. The authors also would like to thank the www.openits.cn website for providing the data for this research. DISCLAIMER The contents of this report reflect the views of the authors, who are solely responsible for the facts and the accuracy of the material and information presented herein. This document is disseminated under the sponsorship of the U.S. Department of Transportation University Transportation Centers Program in the interest of information exchange. The U.S. Government assumes no liability for the contents or use thereof. The contents do not necessarily reflect the official views of the U.S. Government. This report does not constitute a standard, specification, or regulation. iii iv Table of Contents EXECUTIVE SUMMARY ......................................................................................................... xi Chapter 1. Introduction.................................................................................................................1 1.1 Problem Statement .................................................................................................................1 1.2 Motivation of Study ...............................................................................................................1 1.3 Objectives of Study ................................................................................................................1 1.4 Report Overview ....................................................................................................................2 Chapter 2. Literature Review .......................................................................................................3 2.1 Introduction ............................................................................................................................3 2.2 Smart Card Technology Review ............................................................................................3 2.2.1 Smart Card Technology .............................................................................................................. 3 2.2.2 Smart Card Standards and Implementations ............................................................................... 4 2.2.3 Smart Card Concerns .................................................................................................................. 5 2.3 Smart Card Data Study ..........................................................................................................6 2.3.1 SCD Study Literature Review ..................................................................................................... 6 2.3.2 SCD Pre-Processing Methodology Review ................................................................................ 7 2.3.3 SCD-Based Boarding Information Extraction Review ............................................................... 9 2.3.4 OD Inference without AVL and APC Data Review ................................................................. 12 2.3.5 OD Inference with APC and AVL Data Review....................................................................... 14 2.3.6 SCD-based Travel Pattern Analysis Review ............................................................................. 16 2.4 Summary ..............................................................................................................................22 Chapter 3. Case Study .................................................................................................................23 3.1 Introduction ..........................................................................................................................23 3.2 Basic Database Information .................................................................................................23 3.3 Basic Information about Each Route ...................................................................................24 3.4 Summary ..............................................................................................................................33 Chapter 4. Boarding Information Identification ......................................................................35 4.1 Introduction ..........................................................................................................................35 4.2 Assumptions and Constraints ...............................................................................................35 4.3 Bus Operation Time Identification ......................................................................................35 4.4 Direction Information Identification ....................................................................................37 4.5 Transaction Data Clustering ................................................................................................40 4.6 Boarding Stop Information Extraction.................................................................................41 4.7 Summary ..............................................................................................................................44 Chapter 5. Alighting Information Identification ......................................................................45 v 5.1 Introduction ..........................................................................................................................45 5.2 Scenario Analyses ................................................................................................................45 5.2.1 Scenario 1: A Single Trip .......................................................................................................... 45 5.2.2 Scenario 2: A Single Trip Chain ............................................................................................... 46 5.2.3 Scenario 3: Multiple Single Trips in Same Period .................................................................... 47 5.2.4 Scenario 4: A Single Trip and Trip Chain in Same Period ....................................................... 48 5.2.5 Scenario 5: Trips with Different Directions .............................................................................. 49 5.2.6 Scenario 6: Commute Trips in Different Days .......................................................................... 50 5.2.7 Scenario 7: Commute Trips with Trip Chain ............................................................................ 51 5.3 Transaction Record Matching ..............................................................................................52 5.4 Alighting Stop Information Identification ...........................................................................54 5.5 Summary ..............................................................................................................................56 Chapter 6. Numerical Results Analysis .....................................................................................57 6.1 Introduction ..........................................................................................................................57 6.2 OD Matrices .........................................................................................................................57 6.3 Analysis of Temporal Usage Pattern ...................................................................................57 6.4 Analysis of Spatial Usage Pattern ........................................................................................58 6.5 Analysis of Trip Characteristics of Different Group of Users .............................................60 6.5.1 Regular Card Users’ Activity Pattern ........................................................................................ 60 6.5.2 Senior Card Users’ Activity Pattern .......................................................................................... 61 6.5.3 Student Card Users’ Activity Pattern ........................................................................................ 62 6.5.4 Disable Card Users’ Activity Pattern ........................................................................................ 63 6.6 Summary ..............................................................................................................................63