News – Page 12 – Community of Metros Benchmarking Group

RTSC presents big data research to President Xi Jinping

December 1, 2015December 1, 2015

Chinese President Xi Jinping visited Imperial College London on the 21st October. As a result of a collaboration between the RTSC, Shanghai Metro, and the Data Science Institute (DSI) of Imperial, the Presidential visit included a presentation on the analysis of smartcard data for the Shanghai Metro network.

Our main research objective was to improve our understanding of demand patterns captured in smartcard data. We visualised passenger flows entering and exiting Shanghai metro stations using the extraordinary visualisation capabilities of the KPMG Data Observatory of DSI. The Data Observatory is the largest of its kind in Europe, featuring an enveloping circular wall of 64 monitors powered by 32 computers facilitating 313 degrees of surround vision.

In the second part of the presentation we visualised a simulation scenario for a hypothetical train service disruption. This allowed us to predict how temporary demand shocks would spread through other parts of the network. Studying disruption scenarios enables operators to prepare for unexpected events and improve the resilience of urban rail networks.

The Presidential visit proved to be an excellent opportunity to showcase the RTSC’s recently developed competences in big data analysis, and the potential of smart card data in cutting edge public transport research.

CoMET and Nova News: CoMET 2015 Annual Meeting in Madrid

November 25, 2015

In November 2015, members of the Community of Metros came together for the CoMET 2015 Annual Meeting in Madrid, hosted by Metro de Madrid. The meeting was attended by representatives from 21 metro systems across the world, the most ever for a CoMET meeting. The meeting was opened by members of the Metro de Madrid executive committee as well as officials from the Madrid Region government.

Representatives from 21 world metro systems at the CoMET 2015 Annual Meeting in Madrid

Throughout the week, attendees toured Metro de Madrid facilities, including the intermodal stations at Moncloa and Vodafone Sol and the Centre for Operational Maintenance and Monitoring of Installations and Telecommunications (COMMIT). During meeting sessions each metro shared their latest updates, including information about strategies to improve efficiency and productivity. The Railway and Transport Strategy Centre (RTSC) from Imperial College London also presented the results of recent benchmarking research and metro representatives discussed them. The recent benchmarking studies on the agenda were on Best Practices in Operating Very High Frequency Metro Services, the Management of Electronics Maintenance, Multi-Functional Staff, and Customer-Focused Train Design.

Plaza de España Station on Line 3 in Madrid. — Plaza de Espana Station on Line 3 in Madrid

The meeting also included the 6th annual CoMET CEO/COO Day, where senior managers from the metros gathered to discuss Key Performance Indicators as well as topics of key strategic importance, such as managing reinvestment and using multi-functional staff. Finally, after the main meeting there was the first ever CoMET and Nova European Regional Meeting, with representatives from eight European metro systems discussing topics of mutual interest, joined also by the CoMET metros of North America.

Research: Multifunctional Staff

November 4, 2015

Nova members have identified a need to innovate to increase staff productivity levels, and asked RTSC to investigate how metros around the world have used multifunctional staff. A wide variety of multifunctional roles were identified, classified into six broad types as shown below.

The best multifunctional staff roles fill in what would otherwise be unproductive time, with productive activity. This is often accomplished by matching functions that need to be done at separate times of day or functions that can be slotted in between other activities in a single location, such as light maintenance within stations.

Multifunctional working also has an important role at increasing staff satisfaction. By combining tasks, staff have the opportunity to work in a more varied and interesting role. This can improve the attractiveness of the metro as an employer and improve staff motivation. For example, one metro recorded reduced absenteeism among their most multifunctional staff. Multifunctional roles can also create a career progression – especially for staff who are technically excellent but do not necessarily want to manage other people.

RTSC shares expertise with senior public officials from India

November 25, 2015November 3, 2015

RTSC was honoured in October 2015 to host a study visit from a delegation of senior officials responsible for metro and urban transport development in India. Participating officials represented the Ministry of Urban Development, the Department of Economic Affairs at the Ministry of Finance, Nagpur Metro Rail Corporation Ltd., and the World Bank.

The visit incorporated a benchmarking workshop, looking at how benchmarking could benefit the new and rapidly-developing metros of India. The visit also included seminars disseminating RTSC’s 20 years of expertise on topics including metro financial sustainability, innovative funding and financing mechanisms, and best practice in regulation of metro operations. In addition, the delegates had the opportunity to see visualisations of RTSC analysis of passenger movements in the Shanghai Metro at Imperial College’s newly-opened Data Science Institute.

The delegation visited Manchester Metrolink, London Underground, and Crossrail – and had the opportunity to discuss these different transport systems and projects in detail with current and former staff, learning from the operator’s experience of what works well in setting up successful urban rail operations.

Research: Understanding and Using Service Performance Data

July 17, 2015

Service performance measurements are crucial for understanding how metro services are running, so obtaining and leveraging accurate data in the form of useful metrics is key to improving performance. This research project aimed to understand what metrics metros are using to manage their service performance, including their precise definitions, and what methods they use to obtain the required data.

Five categories of service performance measurements help to answer the most important management questions about service performance. A comprehensive system of KPIs needs to comprise a balanced set of service performance measurements covering all five categories.

There is a need to measure both the actual delay to train service and the impacts of train delays on customers. Too much emphasis on the measurement of train service production and train service performance can be at the expense of other elements of service quality and the actual customer experience. One achievable approach is to use headway-based measurements, which reflect the waiting time for customers on platforms. Another is to weight delay measurements by the number of customers on the train at the time.

There is a clear trend towards more customer-focused measures, which are more difficult to measure but better reflect the actual customer experience. This trend is being driven primarily by technology, such as modern signalling/train control systems and smartcards (i.e. tap-in / tap-out systems). These new data sources are making it easier for metros to collect the data required for more customer-focused metrics.

Trends in service performance data collection, management and analysis

Community of Metros News: Shenzhen Metro Joins

July 10, 2015

Shenzhen Metro has joined the Community of Metros as part of the Nova consortium. Shenzhen Metro (SZMC) operates Lines 1, 2, 3 and 5 in Shenzhen, which comprises 158km and 107 stations. Line 4 is operated separately by MTR, but is from a customer perspective part of the same metro system. The total system (including Line 4) is already carrying an estimated 600-700m annual passenger journeys.

The system first opened in 2004, and expanded dramatically by over 100km in 2011 (before Shenzhen hosted the 2011 Summer Universiade). The network has been stable since 2011, but there are several new lines under construction, with multiple new lines to open in 2016.

Shenzhen is a city of about 10 million in the south of Guangdong Province, adjacent to Hong Kong and less than 100 miles southeast of Guangzhou. Shenzhen Metro is a key part of what may be the most metro-connected megalopolis in the world – it directly links in two places to Hong Kong’s East Rail Line (the first time two Community of Metros members in different cities interchange!), and there are plans in the not-so-distant future to also connect Shenzhen Metro to the Dongguan Metro, which itself will connect to the Guangzhou Metro at its other end.

Shenzhen Metro is already working on plans to attend the next Nova meeting, which will be hosted by the Docklands Light Railway in London in September 2015.

Research: Station Management and Mobile Technology

May 8, 2015

Modern technology offers significant opportunities to improve station operations and the customer experience. At the same time this new technology is changing the nature of communications between staff and passengers.

This study found six key trends in terms of station staff organisation and management across the Community of Metros:

There is significant opportunity for many CoMET and Nova metros to rapidly and relatively cheaply improve customer information and assistance using remote and mobile technology.
Remote monitoring of safety-critical systems (i.e. watching an escalator on CCTV) is currently preferred to remotely controlling the system (i.e. turning an escalator on or off), even when that capability exists.
Some metros are beginning to use mobile applications to support staff operations, such as allowing staff to monitor and control CCTV, make public address announcements, or look up asset information from electronic manuals.
The application of mobile devices in station asset management currently focuses around inspections rather than more direct forms of asset control.
Metros are not creating overarching policies for the deployment of mobile technology, but instead choosing to focus on the end objective of improving customer experience and business productivity with whatever technology facilitates the task.
There is significant variation across the group in terms of hardware, software and practical use of devices.

We also identified five key trends in terms of station staff organisation and management across the Community of Metros:

Supported by electronic ticketing and self-service technology, ticketing staff roles are evolving to focus on broader customer assistance and increased visibility around stations.
There is increasing use of multi-functional staff across the Community of Metros, as well as an increase in their capabilities and responsibilities.
Metros are deploying increasing numbers of roaming staff, across a range of station operations.
Metros are dividing their network into a higher number of station control zones that each contain fewer stations, with benefits for local knowledge, staff camaraderie and teamwork.
Metros increasingly have one staff member per group performing a single coordinating role, responsible for both customer services and assets across a small group of stations.

Meetings: Nova Annual Meeting 2015, Barcelona

November 4, 2015May 4, 2015

In April 2015, members of the Nova group met in Barcelona for their annual meeting. The group were also joined by CoMET members, Metro de Madrid. The meeting provided an opportunity for members to hear the results of this year’s research. In addition, each member gave a brief update on the current issues in their metro and any changes over the last six months, with opportunity to discuss and ask the advice of peers on relevant topics.

The hosts, Barcelona TMB arranged fascinating technical visits. The group were honoured to visit the security canine facility and watch a demonstration of the security dogs working. There was also an opportunity to see ‘behind the scenes’ of the new automated line 9. This included an opportunity to meet and ask questions to the multifunctional staff who work on that automated line.

Research: Rolling Stock Replacement vs. Refurbishment

February 17, 2015February 16, 2015

This research project examined metros’ practices when making the decision of whether to replace or refurbish ageing rolling stock. As annualised expenditure on rolling stock is typically about 20-25% of total operating costs, fleet investment decisions have significant impacts on overall metro costs. The focus of the study was to identify key factors and criteria in deciding to replace or refurbish rolling stock at end of nominal life, including the risks and opportunities of life extension beyond initial design life; to identify best practices in design, specification and planning of refurbishments; and to advise metros on appraisal and business case development process, parameters and assumptions.

Metros have been gaining increasingly significant benefits through refurbishment, and many metros (especially newer ones) are now undertaking or planning refurbishments to ageing fleets that are approaching or past their initial design lives. These refurbishment programmes are designed to extend initial design lives by as much as 15-20 years.

Cost saving opportunities of refurbishment

A key guiding principle is that refurbishment prolongs ‘more of the same’, as reliability following refurbishment tends to remain fairly similar. Therefore, only highly reliable fleets are usually worth refurbishing. A second principle is that most metros limit the extent of technology change attempted through refurbishment. So if significant upgrade is required, for example to enable unattended train operations, generally a new vehicle is preferred.

This case study has successfully assisted CoMET and Nova members in their decision-making. An Asian member needed to buy new trains when their 15-year-old line was extended and re-signalled. Findings from this report assisted with their decision to replace all the trains on the lines, instead of converting the older trains to work with newer signalling and then operating a mixed fleet. Conversely, Montréal STM used this research in support of a decision to refurbish their 40-year-old MR-73 cars and extend their life to 60 years. This is projected to save Quebec taxpayers nearly $500 million over the next 20 years. More information on Montréal’s decision can be found here.

Research: Initiatives for Increasing Primary Revenue from Passengers

February 2, 2015

For most metros, a steadily growing passenger demand and revenue is important for future sustainability. This 2014 Nova case study captured good practice initiatives that members have implemented in their metros to increase the revenue they receive. This study also looked at how the regulatory and political environment affects a metro’s ability to implement these strategies and what methods were being used to measure and forecast demand.

Several of the factors that influence metro demand and revenue are to some extent within a metro’s influence, such as the quality of service, the provision of amenities within stations, and price. However, external factors tend to have the largest impact on demand and there is little metros can do to influence these, at least in the short to medium term.

Factors (Within and Outside Metro Control) Influencing Metro Demand

Members stated that fares policy, service frequency and capacity, infrastructure enhancements, and integration with other transport had the greatest impact on their demand and revenue. Yet, they also appear to be the factors that metro operators have the least control over. We argue that in the longer term, these factors can be strongly influenced by metros but clear and proactive engagement with all city actors such as the Transport Authority or Government is required.

Good practice metros undertake a detailed analysis of their market segments to understand both existing and potential customers. Separating out different customer segments and journey stages may enable operators to exploit previously un-tapped or poorly captured markets. Metro operators should conduct proper advance business case analysis to understand the overall expected revenue impacts and associated costs of proposed demand growth initiatives. Even if forecasting or modelling demand and revenue is done by the transport authority, metros can always benefit from having their own models. This enables metros to make a stronger case to the transport authority about the effects of a particular action.

The most effective strategies implemented by metros included:

Bus feeder and bus integration systems which complement metro services and improve access to the metro;
Short extensions, infill stations and station upgrades that provide strategic opportunities to improve access to new markets,
Increasing off-peak service provision (evening, weekend and inter-peak) at low marginal cost to open the metro up to new or underutilised markets;
Targeted fares products to encourage off-peak travel and fill underutilised capacity; and
Integrated ticketing platforms and joint promotion that attracts alternative markets.