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Innovation & Research in Transit: Customer Information & Fare Payments APTAtech Columbus, Ohio September 16, 2019 Candace Brakewood, PhD Assistant Professor of Civil and Environmental Engineering University of Tennessee, Knoxville

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Page 1: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Innovation & Research in Transit:Customer Information & Fare Payments

APTAtech

Columbus, Ohio

September 16, 2019

Candace Brakewood, PhDAssistant Professor of Civil and Environmental Engineering

University of Tennessee, Knoxville

Page 2: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Outline

• My perspective & goals

• Why this matters

• What we know & what we don’t know

– Part 1: Customer information

– Part 2: Fare payments

• Summary & what’s next

Page 3: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

My perspective

• Assistant Professor

– City College of New York, 2014-2017

– University of Tennessee, 2017-now

• My job involves— Teaching — Research

Page 4: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

My research goal

• Focus: (Almost) all of my research focuses on new customer-facing transit technologies, particularly smartphone apps

• Goal: To provide rigorous data-driven, analysis to help answer questions like:– Does this technology increase transit

customer satisfaction?– Does it reduce passenger travel times? – Does it increase ridership?

Page 5: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Why this matters (1/2)

Many metropolitan areas are experiencing significant decreases in transit ridership.

Transit needs to remain competitive to retain riders.

Image source: APTA’s 2019 Public Transportation Fact Book, page 11

Page 6: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Why this matters (2/2)

Source of images: http://www.bytwodesign.com/portfolio/shared-mobility-principles-for-livable-cities/

Future urban

transport systems

Connected, automated

Integrated,seamless

Sustainable, green

Advancing transit technology is critical to this vision of the future.

Page 7: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

What do we know? What don’t we know?

Part 1:

Real-Time Information Apps

Part 2: Mobile Fare Payment Apps

Image 1: TransitImage 2: Token Transit

Page 8: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

INNOVATION AND RESEARCHIN CUSTOMER INFORMATION

Part 1:

Page 9: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

A Brief History of Transit Service Information

Schedule

Paper Schedules Digitization Interactivity

109:36

Image Source: Landon Reed

Page 10: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Potential Benefits of Real-Time Info Apps

Decreased Wait Times

could lead to

Increased Satisfaction

could lead to

Increased Ridership

There are many potential benefits of providing real-time transit information apps to passengers.

109:36

Bus Stop

Page 11: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Benefits of Real-Time Information Apps

Decreased Wait Times

could lead to

Increased Satisfaction

could lead to

Increased Ridership

Numerous studies provide evidence supporting these passenger benefits.

• Ferris, Watkins &

Borning (2010)

• Watkins, et al. (2011)

• Brakewood, Barbeau

& Watkins (2014)

• Brakewood, Rojas, et

al. (2015)

• Others …

• Ferris, Watkins &

Borning (2010)

• Gooze, Watkins &

Borning (2013)

• Brakewood, Barbeau

& Watkins (2014)

• Others …

• Tang & Thakuriah

(2011)

• Tang & Thakuriah

(2012)

• Brakewood,

Macfarlane & Watkins

(2015)

• Others …

Page 12: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Summary of Real-Time Info Benefits

Brakewood and Watkins (2018). A literature review of the passenger benefits of real-time transit information. Transport Reviews.

There are (at least) 28 studies evaluating the benefits of real-time information.

Sidewalk labs: https://medium.com/sidewalk-talk/the-real-benefits-of-real-time-transit-data-1fee19988b73Talking Headways podcast: https://usa.streetsblog.org/2019/06/20/talking-headways-podcast-the-potential-of-real-time-information/

Page 13: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

New types of information are emerging…

• Customized, real-time service alerts

• Schedule information for flexible transit services

• Integration with shared/micromobilitymodes

• Crowding information (historical, real-time)

See: https://www.blog.google/products/maps/grab-seat-and-be-time-new-transit-updates-google-maps/

Based on ratings by other peopleon Google Maps

Page 14: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Example: Ridesourcing (Uber/Lyft)

• Anonymized data about Transit app usage provided to select researchers and transit agencies

Note: Screenshot of Transit is not the latest version.Ghahramani and Brakewood (Forthcoming). Requests for Ridehailing during an Extreme Weather Event: An Analysis of New York City. ASCE Journal of Urban Planning and Development.

Image: Transit

• Analyzed user data from 2016, focusing clicks on Uber

• Major spikes in user’s searching for Uber on:1. New Year’s2. Winter Storm Jonas (major snowstorm)

• This simple analysis leads to many questions, such as how do app users make the choice between transit and ridesourcing when presented with side-by-side info?

Page 15: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

What we don’t know?

• How do these new forms of information impact:

• Customer satisfaction?

• Travel behavior (both regular & during irregular events)?

• Ridership in the short term?

• Ridership in the long term?

• Many others …

Scooters?

Image: Transit Android Version 5.4.16

Page 16: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

INNOVATION AND RESEARCH IN FARE PAYMENT TECHNOLOGY

Part 2

Page 17: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

A Brief History of Fare Payments

Adult Fare

$1.00

Your MTA

Paper Tickets AFC Systems Apps & Tokens (& Bankcards)

One-WayAdult Fare

$1.00

Your MTA

One Ride

Page 18: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Increasing Availability of Fare Payment Apps

As of March 2019, there were at least 110 transit operators in the United States with mobile fare payment apps.

Image source: Okunieff, P. (2017). TCRP Synthesis 125: Multiagency Electronic Fare Payment Systems

Data source: ongoing research by Candace Brakewood for TCRP Synthesis J-07 Topic S-46

Page 19: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Potential Benefits of Mobile Fare Payment Apps

There are many potential benefits of providing fare payment apps to passengers.

Satisfaction

Increase transit trips

Spend less time buying passes;Carry less cash

Board the transit vehicle faster

Page 20: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Early Results: Benefits of Mobile Fare Payment Apps

Study of StarMetro bus riders in Tallahassee, Florida.

75% of participants reported spending less time buying transit passes

64% reported boarding faster

Results currently under review. Do not quote or cite. “After” survey of app users with n= 95.

68% stated that they carry less cash

Page 21: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Another Advantage of Fare Payment Apps

• Use the data from mobile fare payment apps for planning purposes

• Study passenger travel patterns (origin-destination flows) using data from a mobile fare payment app

• Compared October 2014 app data to onboard survey

Note: Screenshot is not the latest version of the app.Rahman, Wong and Brakewood. Using Mobile Ticketing Data to Estimate an Origin-Destination Matrix for New York City Ferry Service. (2016). Transportation Research Record: Journal of the Transportation Research Board, Volume 2544, pp. 1-9.

Image: NY Waterway App

Seed Matrix Adjusted OD Matrix

(Onboard survey data) (Onboard survey data)

Destinations

Origins Pie

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Ridership524 100 12 23 17 18 651 1345

Actual

Ridership524 100 12 23 17 18 651 1345

Pier 11 38 0% 1% 0% 1% 1% 0% 0% 2% 38 0% 1% 0% 1% 1% 0% 0% 3%

DUMBO 104 7% 0% 0% 1% 0% 0% 1% 8% 104 6% 0% 0% 0% 0% 0% 1% 8%

S.Williamsburg 140 3% 2% 0% 0% 0% 0% 6% 11% IPF Method 140 3% 1% 0% 0% 0% 0% 6% 10%

N.Williamsburg 530 14% 3% 0% 0% 0% 0% 21% 38% 530 13% 2% 0% 0% 0% 0% 24% 39%

Greenpoint 190 6% 2% 0% 0% 0% 0% 6% 15% 190 5% 1% 0% 0% 0% 0% 7% 14%

Long Island City 259 11% 1% 0% 0% 0% 0% 9% 22% 259 9% 1% 0% 0% 0% 0% 9% 19%

E 34th St 84 1% 1% 0% 1% 1% 1% 0% 4% 84 2% 1% 1% 1% 1% 1% 0% 6%

Total 1345 42% 10% 1% 2% 1% 1% 43% 100% 1345 39% 7% 1% 2% 1% 1% 48% 100%

Seed Matrix Adjusted OD Matrix

(Mobile ticketing data) (Mobile ticketing data)

Actual

Ridership524 100 12 23 17 18 651 1345

Actual

Ridership524 100 12 23 17 18 651 1345

Pier 11 38 0% 2% 2% 5% 1% 3% 1% 15% 38 0% 1% 0% 0% 0% 0% 1% 3%

DUMBO 104 3% 0% 0% 1% 1% 0% 2% 7% 104 5% 0% 0% 0% 0% 0% 3% 8%

S. Williamsburg 140 3% 1% 0% 0% 0% 0% 4% 8% IPF Method 140 3% 1% 0% 0% 0% 0% 6% 10%

N.Williamsburg 530 14% 1% 0% 0% 0% 0% 17% 32% 530 15% 2% 0% 0% 0% 0% 22% 39%

Greenpoint 190 6% 1% 0% 0% 0% 0% 7% 14% 190 5% 1% 0% 0% 0% 0% 8% 14%

Long Island City 259 6% 1% 0% 0% 0% 0% 5% 12% 259 9% 1% 0% 0% 0% 0% 9% 19%

E 34th St 84 1% 0% 1% 6% 2% 2% 0% 12% 84 1% 1% 1% 1% 1% 1% 0% 6%

Total 1345 32% 7% 4% 13% 4% 5% 36% 100% 1345 39% 7% 1% 2% 1% 1% 48% 100%

Seed Matrix Adjusted OD Matrix

(Onboard survey data) (Onboard survey data)

Destinations

Origins Pie

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N. W

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Ridership524 100 12 23 17 18 651 1345

Actual

Ridership524 100 12 23 17 18 651 1345

Pier 11 38 0% 1% 0% 1% 1% 0% 0% 2% 38 0% 1% 0% 1% 1% 0% 0% 3%

DUMBO 104 7% 0% 0% 1% 0% 0% 1% 8% 104 6% 0% 0% 0% 0% 0% 1% 8%

S.Williamsburg 140 3% 2% 0% 0% 0% 0% 6% 11% IPF Method 140 3% 1% 0% 0% 0% 0% 6% 10%

N.Williamsburg 530 14% 3% 0% 0% 0% 0% 21% 38% 530 13% 2% 0% 0% 0% 0% 24% 39%

Greenpoint 190 6% 2% 0% 0% 0% 0% 6% 15% 190 5% 1% 0% 0% 0% 0% 7% 14%

Long Island City 259 11% 1% 0% 0% 0% 0% 9% 22% 259 9% 1% 0% 0% 0% 0% 9% 19%

E 34th St 84 1% 1% 0% 1% 1% 1% 0% 4% 84 2% 1% 1% 1% 1% 1% 0% 6%

Total 1345 42% 10% 1% 2% 1% 1% 43% 100% 1345 39% 7% 1% 2% 1% 1% 48% 100%

Seed Matrix Adjusted OD Matrix

(Mobile ticketing data) (Mobile ticketing data)

Actual

Ridership524 100 12 23 17 18 651 1345

Actual

Ridership524 100 12 23 17 18 651 1345

Pier 11 38 0% 2% 2% 5% 1% 3% 1% 15% 38 0% 1% 0% 0% 0% 0% 1% 3%

DUMBO 104 3% 0% 0% 1% 1% 0% 2% 7% 104 5% 0% 0% 0% 0% 0% 3% 8%

S. Williamsburg 140 3% 1% 0% 0% 0% 0% 4% 8% IPF Method 140 3% 1% 0% 0% 0% 0% 6% 10%

N.Williamsburg 530 14% 1% 0% 0% 0% 0% 17% 32% 530 15% 2% 0% 0% 0% 0% 22% 39%

Greenpoint 190 6% 1% 0% 0% 0% 0% 7% 14% 190 5% 1% 0% 0% 0% 0% 8% 14%

Long Island City 259 6% 1% 0% 0% 0% 0% 5% 12% 259 9% 1% 0% 0% 0% 0% 9% 19%

E 34th St 84 1% 0% 1% 6% 2% 2% 0% 12% 84 1% 1% 1% 1% 1% 1% 0% 6%

Total 1345 32% 7% 4% 13% 4% 5% 36% 100% 1345 39% 7% 1% 2% 1% 1% 48% 100%

• Results suggest that app data closely aligns with survey data during peak periods

Onboard Survey Data Mobile Ticketing Data

Page 22: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Interesting Developments in Mobile Fare Payment Apps

Integration with ridesourcing apps

Example: St. Catharines

Many Questions:• Does combining real-time information and fare payments increase ridership (more)?• What are the ridership impacts of Uber integration? Does this facilitate first-last mile trips?

Integration with real-time information apps

Example: Denver RTD

Page 23: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

What don’t we know?

• How do mobile fare payment apps impact:• Vehicle dwell times? • On-time performance? • Customer satisfaction?• Ridership in the short term? In the long term? • Many others …

• What about other forms of mobile fare payment?• Bluetooth?• NFC?• Integration with Google/Apple Pay?

Image Source: TCRP Report 177

Page 24: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

SUMMARY & WHAT’S NEXT

Page 25: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

Summary & What’s Next

Part 1: Customer Information• We know a lot about real-time information

– Key benefit of real-time information is reduced wait times

• New types of info are increasingly available to transit passengers– Examples: vehicle crowding levels, service alerts, many others

Part 2: Fare Payments• We know less about the benefits of fare payment apps • Many developments are occurring with fare payments

– Examples: integration with real-time info apps & ridesourcing, NFC, Bluetooth

What’s next…• Lots of exciting transit technology topics to discuss this week

– Examples: vehicle automation, electrification, digital asset management, IoT and many, many others

Page 26: Innovation & Research in Transit: Customer Information ...€¦ · My perspective •Assistant Professor –City College of New York, 2014-2017 –University of Tennessee, 2017-now

THANK YOU.Questions?

Acknowledgements:There are many people and organizations that I would like to thanks, including: • University of Tennessee Graduate Students: Abubakr Ziedan, Cassidy Crossland, Antora Haque, Jing Guo• Georgia Tech Collaborators: Dr. Kari Watkins and her current/former students• University of South Florida Collaborators: Dr. Sean Barbeau, Sara Hendricks, Ann Joslin• City University of New York Collaborators: Niloofar Ghahramani , Dr. Jonathan Peters• Auburn University Collaborators: Dr. Jeff LaMondia (slide template)• Transit Collaborators: Jake Sion and others• NYCEDC Collaborators: James Wong and others• Token Transit Collaborators• Funding Sources: FDOT, TCRP, UTRC• And the many transit agencies and operators that have collaborated on research.