Teban54
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Funny enough, I actually have some questions on this topic recently:Tap-in / tap-out data is nice to have, but by no means necessary. It's only worth implementing if you have a distance-based fare system (like the commuter rail) where the tap-out is needed to finalize the fare. There are other data sources that are sufficient for planning work:
Combine those with faregate data and smaller focused investigations when needed (like manual counts to verify the high-tech methods), and that's the basic data that transit planners use.
- Automatic Passenger Counters (APCs): These sensors detect movement across the door thresholds of buses and rail cars. They're standard on newer vehicles - all buses except the oldest 8 in service have them, and I believe the Type 9s and the new RL/OL fleet do as well. (Not sure about commuter rail cars.) It gives you the number of ons and offs at each stop (when combined with vehicle location data), so you have data for crowding and time-of-day ridership at a stop-by-stop level of detail. Some systems even do fancy things like real-time indication of which cars on a train are the least crowded.
- Origin-Destination-Interchange (ODX): This method uses successive taps on the same farecard to interpolate what trips were made. For example, if the system sees my (anonymized) car tap at Copley and then 15 minutes later on a 57 at Kenmore, it can assign that first trip to the first westbound Green Line train that arrived after I tapped in. If I tap on a northbound 86 at Brighton Center 3 hours later, it can interpolate that I took that 57 to Brighton Center. (There's more fancy things going on in the algorithm, but that's the basics.) The MBTA and MIT were actually some of the earliest to develop the method. It's not 100% accurate (though impressively so when I tested it against my own trips) but the end result is basically the same as tap-in/tap-out data.
- Trip modeling: This is used to estimate larger-scale demand by inputting existing service and ridership data into a model that simulates people deciding on when/if and how to make trips. It's used for estimating future demand, and for figuring out how changes to the network (like building a new line) will affect travel patterns.
1. How much do transit agencies balance the use of APCs and ODX? The APC data for MBTA buses each fall are easily accessible, but a major drawback is that it doesn't model the origin-destination pairs well*. On the other hand, ODX data is highly inaccessible, so I'm not sure if it was because they haven't done it for a long time or just didn't publicize the data due to privacy and other concerns.
- (*) For example, suppose 10 passengers board the 66 bus at Harvard, 10 board at Union Square Allston, 10 alight at Coolidge Corner, and 10 alight at Roxbury Crossing. The same data can be interpreted with two extremes: one would indicate that people use the 66 for either Red-to-Orange transfers and shorter trips to nearby neighborhoods, and another would suggest that there's demand from the Allston-Brighton-CC area specifically to Harvard and Roxbury that can't be served well by anything along the Green Line.