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Integrating routing decisions in public transportation problems PDF

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Springer Optimization and Its Applications 89 Marie E. Schmidt Integrating Routing Decisions in Public Transportation Problems Springer Optimization and Its Applications VOLUME89 ManagingEditor PanosM.Pardalos(UniversityofFlorida) Editor–CombinatorialOptimization Ding-ZhuDu(UniversityofTexasatDallas) AdvisoryBoard J.Birge(UniversityofChicago) C.A.Floudas(PrincetonUniversity) F.Giannessi(UniversityofPisa) H.D.Sherali(VirginiaPolytechnicandStateUniversity) T.Terlaky(McMasterUniversity) Y.Ye(StanfordUniversity) AimsandScope Optimization has been expanding in all directions at an astonishing rate during the last few decades. New algorithmic and theoretical techniques havebeendeveloped,thediffusionintootherdisciplineshasproceededata rapidpace,andourknowledgeofallaspectsofthefieldhasgrownevenmore profound.Atthesametime,oneofthemoststrikingtrendsinoptimization is the constantly increasing emphasis on the interdisciplinary nature of the field.Optimizationhasbeenabasictoolinallareasofappliedmathematics, engineering,medicine,economics,andothersciences. The series Springer Optimization and Its Applications publishes under- graduate and graduate textbooks, monographs and state-of-the-art exposi- tory work that focus on algorithms for solving optimization problems and alsostudyapplicationsinvolvingsuchproblems.Someofthetopicscovered include nonlinear optimization (convex and nonconvex), network flow problems, stochastic optimization, optimal control, discrete optimization, multi-objectiveprogramming,descriptionofsoftwarepackages,approxima- tiontechniquesandheuristicapproaches. Forfurthervolumes: http://www.springer.com/series/7393 Marie E. Schmidt Integrating Routing Decisions in Public Transportation Problems 123 MarieE.Schmidt InstituteforNumericalandAppliedMathematics Göttingen,Germany ISSN1931-6828 ISSN1931-6836(electronic) ISBN978-1-4614-9565-9 ISBN978-1-4614-9566-6(eBook) DOI10.1007/978-1-4614-9566-6 SpringerNewYorkHeidelbergDordrechtLondon LibraryofCongressControlNumber:2013957935 MathematicsSubjectClassification(2010):90-02 ©SpringerScience+BusinessMediaNewYork2014 Thisworkissubjecttocopyright.AllrightsarereservedbythePublisher,whetherthewholeorpartof thematerialisconcerned,specificallytherightsoftranslation,reprinting,reuseofillustrations,recitation, broadcasting,reproductiononmicrofilmsorinanyotherphysicalway,andtransmissionorinformation storageandretrieval,electronicadaptation,computersoftware,orbysimilarordissimilarmethodology nowknownorhereafterdeveloped.Exemptedfromthislegalreservationarebriefexcerptsinconnection with reviews or scholarly analysis or material supplied specifically for the purpose of being entered and executed on a computer system, for exclusive use by the purchaser of the work. Duplication of this publication or parts thereof is permitted only under the provisions of the Copyright Law of the Publisher’slocation,initscurrentversion,andpermissionforusemustalwaysbeobtainedfromSpringer. PermissionsforusemaybeobtainedthroughRightsLinkattheCopyrightClearanceCenter.Violations areliabletoprosecutionundertherespectiveCopyrightLaw. Theuseofgeneraldescriptivenames,registerednames,trademarks,servicemarks,etc.inthispublication doesnotimply,evenintheabsenceofaspecificstatement,thatsuchnamesareexemptfromtherelevant protectivelawsandregulationsandthereforefreeforgeneraluse. While the advice and information in this book are believed to be true and accurate at the date of publication,neithertheauthorsnortheeditorsnorthepublishercanacceptanylegalresponsibilityfor anyerrorsoromissionsthatmaybemade.Thepublishermakesnowarranty,expressorimplied,with respecttothematerialcontainedherein. Printedonacid-freepaper SpringerispartofSpringerScience+BusinessMedia(www.springer.com) Preface Tomodelandsolveoptimizationproblemsarisinginpublictransportationplanning, dataaboutthepassengersisnecessaryandhastobeincludedinthemodelsinany phase of the planning process. In particular, when aiming at minimizing the pas- sengers’ travel time, information about passengers’ travel routes is indispensable. Forexample,ifmanypassengerstravelbetweentwostationsusingthesameroute, it may be beneficial to establish a high-speed line on this route; a good timetable shouldofferlowwaitingtimesforconnectionswithhighpassengernumbers. For this reason, many solution approaches assume a two-step procedure: in the first step, passenger routes are determined using shortest path, flow, or traffic assignmentprocedures.Inthesecondstep,theactualplanningoflines,timetables, etc.,isdone.Thisapproachignoresthatformostpassengerstherearemanypossible waystoreachtheirdestinationsinthepublictransportationnetwork;thus,theactual connectionsthepassengerswilltakedependstronglyonthedecisionsmadeduring theplanningphase. In this book we aim at integrating the route determination procedure in the optimizationprocessofpublictransportationproblems.Weconsiderthreeplanning problems arising in public transportation planning: line planning specifies the paths and frequencies of the train lines to be established based on data about the infrastructure; timetabling determines arrival and departure times of trains at stations;andthetaskofdelaymanagement istodecidewhethertrainsshouldwait for feeder trains or depart on time in case of delays. In order to maximize the passengers’ benefit, our objective is the minimization of the passengers’ overall traveltime. After formulating suitable network models for the considered problems with integrated routing, we investigate the computational complexity of the integrated problems. We prove NP-hardness results and derive polynomial algorithms for special cases, furthermore we investigate the approximability of some of the v vi Preface consideredproblems.Forsolvingtheintegratedproblems,wepresentexactinteger programming approaches as well as a heuristic approach which alternates route determinationandoptimizationsteps. Göttingen,Germany MarieE.Schmidt Contents 1 Introduction .................................................................. 1 1.1 Overview ................................................................ 1 1.2 Outline................................................................... 4 1.3 BasicConceptsUsedinThisBook .................................... 5 2 LinePlanning................................................................. 9 2.1 IntroductiontoLinePlanning .......................................... 9 2.1.1 LinePlanningProblems........................................ 9 2.1.2 LiteratureOverview ............................................ 12 2.1.3 TheLinePlanningProblemsConsideredinThisBook....... 14 2.1.4 OutlineoftheLinePlanningChapter.......................... 20 2.2 ModelingLinePlanningwithRouting................................. 20 2.2.1 TheChange-and-GoNetwork.................................. 21 2.2.2 LinePlanningintheChange-and-GoNetwork................ 23 2.2.3 TheLineNetwork .............................................. 25 2.2.4 UncapacitatedLinePlanningintheLineNetwork............ 28 2.3 SolvingLinePlanningWhenPartoftheSolutionIsFixed........... 30 2.3.1 SolvingUncapacitatedLinePlanningWhenPart oftheSolutionIsFixed......................................... 30 2.3.2 SolvingCapacitatedLinePlanningWhenPart oftheSolutionIsFixed......................................... 31 2.4 ClassificationofLinePlanningProblemswithRouting .............. 33 2.5 UncapacitatedLinePlanningwithRouting............................ 35 2.5.1 UncapacitatedLinePlanninginGeneralNetworks........... 35 2.5.2 UncapacitatedLinePlanninginLinearNetworks ............ 44 2.6 CapacitatedLinePlanningwithRouting .............................. 60 2.6.1 ComplexityofCapacitatedLinePlanningwithRouting ..... 60 2.6.2 IntegerProgrammingFormulations............................ 64 vii viii Contents 3 Timetabling................................................................... 73 3.1 IntroductiontoTimetabling ............................................ 73 3.1.1 TimetablingProblems .......................................... 73 3.1.2 LiteratureOverview ............................................ 76 3.1.3 TheTimetablingProblemConsideredinThisBook.......... 79 3.1.4 OutlineoftheTimetablingChapter............................ 81 3.2 ModelingTimetablingwithRoutingUsing Event-ActivityNetworks ............................................... 82 3.3 SolvingTimetablingWhenPartoftheSolutionIsFixed............. 85 3.4 ComplexityofTimetablingwithRouting ............................. 88 3.4.1 NP-HardnessofTimetablingwithRouting ................... 88 3.4.2 InapproximabilityofTimetablingwithRouting .............. 92 3.5 TimetablingwithRoutingBetweenEvents ........................... 97 3.6 AnExactAlgorithmforTimetablingwithRouting ................... 99 3.7 IntegerProgrammingFormulations.................................... 101 3.7.1 Flow-BasedFormulation....................................... 102 3.7.2 Virtual-Activity-BasedFormulation........................... 108 4 DelayManagement .......................................................... 113 4.1 IntroductiontoDelayManagement.................................... 113 4.1.1 DelayManagementProblems.................................. 113 4.1.2 LiteratureOverview ............................................ 117 4.1.3 TheDelayManagementProblemConsidered inThisBook .................................................... 120 4.1.4 OutlineoftheDelayManagementChapter.................... 122 4.2 Modeling Delay Management with Routing Using Event-ActivityNetworks ............................................... 123 4.3 SolvingDelayManagementWhenPartoftheSolutionIsFixed..... 126 4.4 ComplexityofDelayManagementwithRouting ..................... 130 4.4.1 NP-HardnessofDelayManagementwithRouting forOneOD-Pair ................................................ 131 4.4.2 AnAlgorithmforDelayManagementwithRouting withOneOD-Pair............................................... 136 4.4.3 NP-HardnessofDelayManagementwithRouting forInstanceswithNTTProperty .............................. 151 4.4.4 InapproximabilityofDelayManagementwithRouting...... 155 4.5 IntegerProgrammingFormulation..................................... 162 5 An Iterative Solution Approach for General Network ProblemswithRouting ..................................................... 167 5.1 ClassificationofNetworkProblemswithRouting .................... 167 5.2 AnIterativeHeuristic .................................................. 173 5.3 ThePriceofSequentiality ............................................. 175 5.4 AnalysisoftheIterativeHeuristicforTimetablingwithRouting .... 176 Contents ix 5.5 AnalysisoftheIterativeHeuristicforArcSpeed-Up................. 181 5.5.1 DefinitionoftheProblemArcSpeed-Up...................... 181 5.5.2 TheIterativeHeuristicforArcSpeed-Up ..................... 183 5.5.3 SolvingArcSpeed-UpExactly ................................ 185 5.5.4 ThePriceofSequentialityforArcSpeed-Up ................. 186 6 ConclusionsandOutlook ................................................... 207 FrequentlyUsedNotation....................................................... 213 References......................................................................... 217 Index............................................................................... 225

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