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PLANET – A comprehensive tool for forecast and appraisal of public transport schemes in the UK. 12th European EMME/2 Users’ Conference Basel, Switzerland (22-23 May 2003). Peter Bartlett (Jacobs Consultancy). Presentation Summary. History of PLANET Interfaces Development of PS2002 models

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Planet a comprehensive tool for forecast and appraisal of public transport schemes in the uk

PLANET – A comprehensive tool for forecast and appraisal of public transport schemes in the UK

12th European EMME/2 Users’ Conference

Basel, Switzerland (22-23 May 2003)

Peter Bartlett (Jacobs Consultancy)


Presentation summary
Presentation Summary of public transport schemes in the UK

  • History of PLANET

  • Interfaces

  • Development of PS2002 models

  • Crowding and Assignment procedures

  • Validation

  • Application

  • Appraisal

  • Future Development


Jacobs consultancy
Jacobs Consultancy of public transport schemes in the UK

  • Jacobs Consultancy UK

    • 275 staff worldwide

    • Transport Planning

    • Business Planning & Strategy

    • Development Planning

  • Jacobs Engineering Group Inc.

    • Turnover USD 5 billion

    • Total Staff 33,000

    • Consulting, Design, Construction, Operations, Maintenance

    • Client Base: Industrial, Commercial, Government


Strategic rail authority sra uk
Strategic Rail Authority (SRA) UK of public transport schemes in the UK

  • Objectives of SRA

    • Promote use of the national rail network by letting rail passenger franchises andspecifying network enhancements

    • Sponsorship and Development of Infrastructure projects

    • Management of Freight Grants

    • All franchise changes and enhancements must satisfy value for money criteria and be appraised using a framework agreed with Department of Transport (DfT).

      www.sra.gov.uk


History of planet model development
History of PLANET model development of public transport schemes in the UK

PLANET Model Future Development

Development

PLANET STRATEGIC

PLANET PS2002

PLANET MM

PLANET 99

PLANET 91

Time

1990

2000


Planet 91
PLANET 91 of public transport schemes in the UK

  • 1991 National Rail Timetable

  • 1991 Demand

  • Geographical area covering former Network South East (NSE) rail services

  • Assignment Model

    • Early attempts at Distribution Model Split (DMS) model

  • No Underground or Bus network

  • Developed by British Rail (NSE)


Planet 99
PLANET 99 of public transport schemes in the UK

  • 1997/98 National Rail timetable

  • 1997/98 Demand

  • Trip distribution based on 1991 data

  • Enhanced Crowding model

  • Elasticity approach for future year forecasts

    • Replaced early attempts at DMS model

    • Based on relative Generalised Time


Planet mm
PLANET MM of public transport schemes in the UK

  • 1997/98 National Rail timetable

  • 1997/98 Demand

  • Geographical Extension

  • AM and Inter-Peak Time Periods

  • London Underground Network

  • London Bus Network

  • Highway Network


Planet strategic
PLANET STRATEGIC of public transport schemes in the UK

  • Geographical coverage

    • Northern and Southern England

  • 250 Zones

  • 16 Hour (all-day) model

  • Multi-Modal

    • Rail, Air, Car

  • Appropriate for Strategic tests

    • e.g. High Speed Line (London – NE England)

  • NOT appropriate for specific detail

    • i.e. Local flows, crowding at specific location

  • Developed by another UK consultancy


Planet ps2002
PLANET PS2002 of public transport schemes in the UK

  • 2001/2002 National Rail timetable

    • Railtrack Train Service Database (TSDB)

  • 2001 Demand

    • CAPRI Ticket Sales data

    • Segmented by Journey purpose

  • North and South Models

    • Geographical split of UK

      • North – 1600 zones

      • South – 1400 zones

    • Split by Time Period

      • AM (07:00 – 09:59)

      • Inter Peak (10:00 – 15:59)


Planet north and south rail network
Planet North and South Rail Network of public transport schemes in the UK


Planet south rail network
Planet South Rail Network of public transport schemes in the UK


Planet north rail network
Planet North Rail Network of public transport schemes in the UK


Planet south network summary
PLANET South Network Summary of public transport schemes in the UK


Planet north network summary
PLANET North Network Summary of public transport schemes in the UK


Planet interfaces
PLANET Interfaces of public transport schemes in the UK

  • INPUTS

    • TSDB

      • Train Service Database

    • CAPRI

      • Computer Analysis of Passenger Revenue Information

    • ORCATS

      • Operational Research Computer Allocation of Tickets to Services


Demand matrices
Demand matrices of public transport schemes in the UK

  • Processing CAPRI data

    • October / November 2001 CAPRI data downloaded on detailed station-station basis

    • Period demand factored to average winter weekday

      • Annual season ticket demand “spread” to account for monthly sales patterns

      • Different factors applied to season, full and reduced tickets

    • Daily demand factored to AM / IP periods using ORCATS demand profiles, depending on

      • ticket type,

      • origin / destination station “types”,

      • journey length


Demand matrices1
Demand matrices of public transport schemes in the UK

  • Assigning CAPRI data to zones

    • PLANET South station-zone distribution outside inner London based on previous PLANET models

    • PLANET South distribution inside inner London based on iterative approach

      • Start with previous (1991 LATS) distribution of London trip ends from surrounding zones

      • Inner London trip ends factored based on LUL station entries / exits counted Autumn 2001

      • Surrounding zone trip ends based on CAPRI data

    • PLANET North station-zone distribution based on “zone trip generation” model

      • “Size” of zone (population / employment)

      • Distance of zone from station


Demand matrices2
Demand matrices of public transport schemes in the UK

  • Segmentation by journey purpose

Full fare

Business

Reduced fare

Commuting

Season tickets

Leisure / Other

Journey purpose split by ticket type

Based on “dominant TOC” for each flow

Derived from National Passenger Survey


Demand matrices example
Demand matrices (example) of public transport schemes in the UK

  • Segmentation by journey purpose

  • South West Trains (TOC)

26%

Full fare

Business

40%

16%

2%

19%

34%

Reduced fare

Commuting

91%

65%

Season tickets

Leisure / Other

6%


Transit line network details
Transit line / network details of public transport schemes in the UK

  • Timetable details downloaded from “TSDB” (Train Service DataBase) file

    • More reliable than “PIF” file used previously

    • Contains details of “pick-up / set-down only” stops

  • Train route through network calculated by shortest path

    • Aided by “key passing points” identified in TSDB

    • Validation checks for correct links / nodes being used

  • Trains allocate to AM / IP periods by time at highest “hierarchy station” served

    • E.g. London terminus for London-based TOCs

    • Alternative main stations for non-London services (defined by TOC)


Transit line network details1
Transit line / network details of public transport schemes in the UK

  • New transit line codes

    • Based on CAPRI codes

    • Easier identification of “service groups”

3rd Character = Key timing station;

W = London Waterloo

1st Character = TOC;

Y = South West Trains

5th/6th Character = Numerical list of trains

YLWU03

1st/2nd Character = Service Group;

YL = 6730 (Waterloo – Hampton Ct / Chessington / Dorking / Guildford

4th Character = Direction;

U = Up


Planet assignment flow diagram
PLANET of public transport schemes in the UKAssignment Flow Diagram


Assignment crowding procedure
Assignment / Crowding Procedure of public transport schemes in the UK

Overall assignment process

Business demand

Commuter demand

Leisure demand

assign

assign

assign

Scenario with Business costs

Scenario with Commuter costs

Scenario with Leisure costs

Loading values accumulated in 6 iterations (50%,15%,10%, 10%,10%,5%)

sum

sum

sum

Scenario with total passenger volumes

Calculation of Business costs

Calculation of Commuter costs

Calculation of Leisure costs


Crowding function
Crowding function of public transport schemes in the UK

For each segment and purpose (train / link combination in four sub-models)

Modelled passenger volume (total over all journey purposes)

Train capacity

Service type (x5)

Supply profile

Calculation of ratio of volume to capacity (over 18 time slices)

Journey purpose (x3)

Demand profile

Calculation of weighted average crowding cost factor for segment / purpose

Crowd cost parameters

Link type (x3)


Crowding function supply profiles
Crowding function – Supply profiles of public transport schemes in the UK

  • Profiles for North/South models + AM/ IP

  • Calculated from timed provision of train service capacity

    • As shown in passenger timetable

  • Different profiles reflect different types of service (in peak periods)

    • Flat profile: fixed formation, standard service interval

      • Long distance inter-urban service

    • Increasing profile : higher frequency services at end of peak period

      • Inter-urban service with business emphasis

    • Peaked profile: higher frequency and longer / higher-capacity train formations during peak period

      • Commuter services


Crowding function supply profiles1
Crowding function – Supply profiles of public transport schemes in the UK


Crowding function demand profiles
Crowding function – Demand profiles of public transport schemes in the UK

  • Profiles for North/South models + AM/ IP

  • Calculated on the basis of ORCATS demand profiles

    • Separate profiles for Business, Leisure, Commuter (based on profiles for Full, Reduced, Seasons)

  • Further refinement may be possible

    • But note that profiles are approximate anyway

      • Cover different flow “types” (to / from London, etc.)

      • Cover different flow lengths


Crowding function demand profiles1
Crowding function – Demand profiles of public transport schemes in the UK


Crowding function cost estimates
Crowding function – cost estimates of public transport schemes in the UK

  • Review of functionality of crowding model within PLANET

    • Concluded that form of the model appears capable of ensuring modelled train loads are limited to realistic levels

    • Higher crowding valuation would cap loads more effectively

  • Review of valuation of crowding

    • 1997 Passenger Demand Forecasting Handbook

    • SRA Research– “Valuation of crowding improvements on rail services”

    • Separate valuation for different service types

      • London-based inter-urban services

      • London commuter services

      • Non-London services


Crowding function cost estimates1

As outlined in the Outline Model Specification Technical Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.

Table 5‑A Suggested crowding penalties for PLANET

Crowding function – cost estimates

  • Suggested crowding penalties for PLANET

    • Factors applied to in-vehicle journey time


Validation of planet ps2002 models
Validation of PLANET PS2002 models Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.

  • Comprehensive data collection

    • On-train passenger counts, by TOC, direction, and time of train

    • On station counts, by board/alight, and service time / TOC

    • Station entering / leaving counts, by time of day

  • Comparison between observed and modelled data

    • Observed data processed to provide totals by AM Peak / Inter-Peak, TOC, and model link / node


Planet ps2002 model validation
PLANET PS2002 Model Validation Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.

  • Central London Termini Cordon

  • Inner London Screenlines

    • Underground

    • National Rail

  • National Rail Screenlines

    • TOC based (e.g. GNER, Great Western)


Planet ps2002 model validation1
PLANET PS2002 Model Validation Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.


Application of planet
Application of PLANET Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.

  • Thameslink 2000

  • CrossRail Business Case

  • Strategic Plan 2003

  • European Rail Traffic Management System (ERTMS)

  • Great Western Route modernisation

  • East-West Midlands Multi-Modal Study


Planet interfaces1
PLANET Interfaces Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.

  • OUTPUTS

    • ENIF

      • Thematic maps of time savings

      • Boarding/Alighting at nodes

    • MapInfo

      • Thematic maps etc

      • Spatial Analysis

    • Appraisal Template

      • Cost-Benefit Analysis


Planet output using mapinfo enif
PLANET Output using MapInfo/ENIF Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.


Planet output using mapinfo
PLANET Output using MapInfo Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.


Planet output summary statistics
PLANET Output : Summary Statistics Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.


Planet output generalised time savings
PLANET Output : Generalised Time Savings Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.


Appraisal template overview
Appraisal Template: Overview Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.

  • An architecture for consistent investment and policy appraisal

    • converts model outputs, appraisal parameters and cost inputs into value for money measures which can be changed transparently by manipulating the growth and other assumptions

  • Currently being updated for compatibility with the new SRA appraisal criteria

  • Final (Alpha version 5) will be available in early June 2003


Appraisal template stages
Appraisal Template: Stages Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.

  • Information

  • Assumptions

  • Costs

  • Road benefits

  • Planet (Interface with model output)

  • Growth factors

  • Growth

  • Cash flows

  • DCFs

  • Summary CBA


Appraisal template inputs assumptions
Appraisal Template: Inputs & Assumptions Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.


Appraisal template planet inputs
Appraisal Template: PLANET Inputs Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.


Appraisal template cost benefit summary
Appraisal Template: Cost/Benefit Summary Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.


Future planet model development
Future PLANET model development Note, we will be implementing different crowding cost factors for different journey purpose segments. The discussions and conclusions above lead to the following recommended values to be applied in the PLANET model. These are most strongly based on the recent MVA work, but we have attempted to ensure a reasonable rate of cost increase as load factors approach crush capacity.

  • Short Term

    • Crowding and assignment procedure (MSA)

    • Demand matrices (inc. LATS+CAPRI+other data sources)

  • Medium Term

    • Multi-modal modelling

    • Four-stage model (Generation, Distribution, Mode Split, Assignment)

    • Improved Appraisal

  • Long Term

    • Land-Use+Transport Interaction model


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