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Using smart card and GPS data for 
policy and planning: the case of 
Transantiago 
Marcela A. Munizaga 
Universidad de Chile 
Visiting CTS 
Research Team: Universidad de Chile – Transantiago 
Research grants: CONICYT PBCT, Milenio Scientific Initiative, FONDEF
Introduction. Transantiago: public 
transport system Santiago, Chile 
¤ Santiago. Capital City of Chile: 
¤ Population: 6 million 
¤ Area: 1,400 km2 
¤ 34 Municipalities 
¤ Modal Split: 50%
Introduction. Transantiago: public 
transport system Santiago, Chile 
¤ Transantiago 
q Introduced in 2007 
q 6.500 buses (65% low entry) with GPS 
q 70 km of segregated busways 
q 10.000 bus stops 
q 125 bus stations (off-bus fare collection) 
q 12 private bus operators 
q 600 trunk and feeder services 
q Metro: 5 lines, 100 km, 54 trains 
q Only smartcard payment in buses 
(global 97% penetration rate)
Map
Transantiago structure 
¤ Operators: bus (private) + metro (public) 
¤ Provide transport services, receive payment 
(per passenger, per km, regularity,…) 
¤ AFT (financial administrator) 
¤ Collects and distributes money 
¤ Collects and store data 
¤ Transantiago authority DMTP 
¤ Regulates (spatial coverage, fare, frequency) 
¤ Controls
Quoting the Transantiago authority: 
¤ “Before this project we were: “ 
§ Advancing slowly 
§ With very little information 
§ Lack of support tools 
Carolina Simonetti, Director of Planning and Research, 
DMTP. XVI Chilean Transport Conference, 
Santiago, October 2013
The Data 
AVL 
Buses 
GPS 
Other 
informa-tion 
AFC 
bip! 
(metro & 
buses) 
OD trip matrices, buses speeds, 
travel patterns, level of service 
indicators… 
• Buses GPS: 1 record 
every 30s, 80–100 M 
records per week 
• bip! transactions: 35-40 M 
records per week 
• Other information: 
• Routes paths 
• Route assignments 
• Position of bus stops 
• Position of Metro 
stations 
• Position of bus 
stations
What can we do with the data? 
Observe buses
What can we do with the data? 
Analyze transactions
What can we do with the data? 
Analyze transactions
What can we do with the data? 
Link vehicles and passengers through vehicle id
Processing 
¤ Estimation of alighting stop 
Second'transac,on' 
of'the'day' 
Last'transac,on' 
of'the'day' 
First'transac,on' 
of'the'day' 
Min'Tg' 
Min'Tg' 
Min'dist' 
Boarding'point' 
GPS'Point' 
Bus'stop' 
Metro'sta,on' 
i min Tg = ti + 
di−>xpost ypost 
swalk 
⋅(θ walk /θ travel) 
s.t. dpost ≤ d
Post-Processing: Stages and Trips 
Trip Trip t 
Observed 
boarding 
Estimated 
alighting 
Transfer or 
activity? 
Determination of: 
– Trips/stages 
– Time. distance and speed of 
transfers. stages and trips 
– Walking and waiting time 
Criteria to distinguish destination 
from transfer 
– Time elapsed 
– Transaction sequence 
– Land use 
– Frequency of PT services 
– Ratio: distance on the route / 
Euclidean distance
Post-Processing: Visualization 
¤ Passengers boarding and alighting in origin and destination
Validation 
¤ We are able to estimate alighting location-time in 80% of trip 
stages, generating over 20M trip observations in a week 
¤ Validation with small OD survey: 
¤ 84% correct estimation of alighting position-time 
¤ Validation with a sample of volunteers: 
¤ 90% correct estimation of trip/trip stage separation 
q Disclaimers: 
q Validation with large ODS to be conducted 
q Fare evasion not included 
q Exact Origin/Destination unknown 
q Sociodemographic characteristics unknown
Commercial speed of buses 
q Estimation of commercial speed of buses 
q Associate position to linear route distance 
q Define time-space disaggregation 
q Monitor in time-space diagram 
q Estimation of commercial speed for bus corridors 
q Modelling
Bus following 
Time-space diagram for buses of a route
No se puede mostrar la imagen. Puede que su equipo no tenga suficiente memoria para abrir la imagen o que 
ésta esté dañada. Reinicie el equipo y, a continuación, abra el archivo de nuevo. Si sigue apareciendo la x roja, 
puede que tenga que borrar la imagen e insertarla de nuevo. 
No se puede mostrar la imagen. Puede que su equipo no tenga suficiente memoria para abrir la imagen o que 
ésta esté dañada. Reinicie el equipo y, a continuación, abra el archivo de nuevo. Si sigue apareciendo la x roja, 
puede que tenga que borrar la imagen e insertarla de nuevo.
Speed range definition sR=20[km/hr] 
Condition Sijk [Km/h] Color 
Very bad ≤ 15 Red 
Bad >15 a ≤19 Orange 
Regular >19 a ≤20 Yellow 
Acceptable >20 to ≤25 Light green 
Good >25 to ≤30 Dark green 
Excelent >30 Blue 
n.a.: Grey
Global results (all services) 
September 2008 
March 2009 
April 2009
Other visualizations 
¤ Spatial visualization by service 
¤ Worst cases in a map 
¤ Speed of a corridor 
¤ For all services 
¤ All times of day 
¤ Divided into segments
N Santa Rosa corridor S 
Exclussive way 
7:30-10 & 17-21 
Mixed traffic 
3 lanes 10-17 
Seggregated corridor 
2 continue lanes per direction 
Mixed traffic 
2 lanes 
Segment 7 6 5 4 3 2 1 
Length (km) 0.99 1.39 1.97 1.63 1.18 1.41 0.97 
Traffic light 
controlled int/ km 3.03 4.32 3.55 3.68 2.54 3.55 3.09 
Bus stops 
service/km 2.02 2.88 2.54 2.45 2.54 2.13 2.06
Average commercial speed Santa Rosa corridor(km/h) 
Segment 
Period 1 2 3 4 5 6 7 Total 
7:30 18.5 15.1 29.3 24.8 24.4 17.2 10.4 18.1 
8:00 14.6 16.3 30.9 26.5 25.2 17.3 9.7 19.3 
8:30 13.7 18.8 32.7 27.2 27.4 18.0 9.2 18.2 
9:00 15.2 20.2 34.9 28.0 29.3 19.2 14.7 21.5 
9:30 16.3 19.8 33.7 27.5 29.7 18.5 14.9 21.5 
10:00 16.2 21.6 34.5 30.6 31.6 22.2 17.1 22.8 
10:30 19.9 21.0 33.7 30.2 31.6 21.9 17.4 23.8 
11:00 19.7 21.6 30.4 31.2 31.6 21.2 17.1 23.2 
11:30 19.6 21.2 33.0 32.0 31.4 21.4 16.8 23.9 
12:00 18.5 20.3 36.3 31.1 32.0 20.9 15.1 24.4 
12:30 18.5 21.0 35.2 30.0 32.9 21.1 14.8 23.5 
13:00 18.9 21.2 35.1 31.6 32.1 21.1 15.5 24.2 
13:30 20.4 21.0 35.6 32.2 32.7 22.4 16.8 24.8 
14:00 19.8 21.4 36.3 31.0 33.1 22.7 17.8 25.1 
14:30 21.1 21.4 33.2 28.8 31.1 21.6 20.1 24.7 
15:00 22.1 19.9 32.4 29.5 30.6 22.4 17.9 24.3 
15:30 20.5 21.4 30.0 28.7 31.1 21.3 17.1 23.4 
16:00 17.0 21.4 30.5 28.3 32.2 21.8 16.9 22.7 
16:30 18.1 20.3 32.6 28.2 31.4 22.0 16.9 23.1 
17:00 15.7 20.5 31.2 29.1 27.2 22.7 15.0 21.7 
17:30 17.7 20.3 29.7 29.2 27.4 22.9 15.2 22.7 
18:00 14.5 20.8 30.5 28.8 27.5 23.1 15.8 21.7 
18:30 22.6 21.5 30.2 29.8 29.0 25.8 15.6 23.8 
19:00 23.1 23.5 30.0 29.6 29.5 26.5 19.0 25.3 
19:30 23.6 23.6 30.5 31.5 29.5 28.7 20.2 26.3 
20:00 26.7 24.9 31.3 31.6 30.5 29.8 22.3 27.8 
20:30 27.7 26.7 32.5 33.5 31.3 33.2 25.7 29.8 
Total 18.8 20.8 32.2 29.5 29.9 22.1 16.0 23.1
Post processing 
¤ Load profiles 
Built using 
¤ Bus trajectory 
¤ Observed boarding with expansion 
factors 
¤ Estimated alighting with expansion 
factors 
à Aggregated at bus or route level
Route load profile
0.9 
0.8 
0.7 
(million) 
0.6 
0.5 
0.4 
0.3 
0.2 
0.1 
0 
Regular 
card 
– 
days 
used 
in 
a 
week 
1 
2 
3 
4 
5 
6 
7 
cards 
days 
sep.08 
ago.09 
jun.10 
abr.11 
abr.12 
200 
180 
160 
(thousands) 
140 
120 
100 
80 
60 
40 
20 
0 
The 
most 
frequent 
user 
is 
the 
unfrequent 
traveller, 
but… 
there 
is 
an 
important 
number 
of 
regular 
users 
Student 
card 
– 
days 
used 
in 
a 
week 
1 
2 
3 
4 
5 
6 
7 
cards 
days 
sep.08 
ago.09 
jun.10 
abr.11 
abr.12 
The 
most 
frequent 
behavior 
for 
students 
is 
frequent 
traveller 
Travel patterns
Zone of residence estimation for frequent users 
Day 
1. 
07:18 
am 
Day 
2. 
07:38 
am 
Day 
3. 
10:53 
am 
Day 
4. 
09:02 
am
Zone of residence estimation for frequent users 
R 
= 
500 
m 
Day 
1. 
07:18 
am 
Day 
4. 
09:02 
am 
Day 
2. 
07:38 
am 
Day 
3. 
10:53 
am
Other developments 
¤ Trip purpose 
¤ Level of service indicators 
¤ Time use patterns 
¤ Fare evasion
Applications 
¤ OD matrix at different levels 
of aggregation (XY, bus 
stop, zone, municipality) 
¤ Route/service design 
¤ Infrastructure decisions 
¤ Design of information 
campaigns 
Recoleta 
203-208 
Fusion 
Lira-Carmen 
204
Applications 
¤ Speed profiles 
¤ Operational interventions 
¤ Bus priority decisions 
¤ Infrastructure investment 
decisions 
B 
F 
F 
C 
C 
A 
D 
D 
E 
E 
G 
G
Applications 
¤ Load profiles 
¤ Frequency optimization 
¤ Design of express or short 
variations of services 
800 
700 
600 
500 
400 
300 
200 
100 
0 
Perfil 
de 
carga 
Servicio 
104 
Puente 
Alto 
-­‐ Providencia 
(7:30) 
subidas bajadas Carga
Quality of the information? 
b. Santiago 2001 ODS data 
One 
example:
Applications 
¤ Third party applications 
(open access policy)
Conclusions 
q Quantum leap on information 
availability and cost 
q Many tools can be developed to improve 
planning, operation and control 
q We can advance on understanding 
behavior and test hypothesis 
q Solid grounds to formulate new policies
Further research 
¤ Additional information: 
¤ Vehicle detectors 
¤ Private GPS equipment 
¤ Mobile phone traces 
¤ Online applications (waze) 
¤ Surveys! 
¤ New age for transport engineering
Thanks! 
Cortés, C., Gibson, J., Gschwender, A., Munizaga, M.A., 
Zúñiga, M. (2011) Commercial bus speed diagnosis based on 
GPS-monitored data. Transportation Research C 19(4), 
695-707. 
Devillaine, F., Munizaga, M.A., Trepanier, M. (2012) Detection 
activities of public transport users by analyzing smart card 
data. Transportation Research Record 2276, 48-55. 
Gschwender, A., Ibarra, R., Munizaga, M., Palma, C. (2012) 
Monitoring Transantiago through enriched load profiles 
obtained from GPS and smartcard data. CASPT Santiago, 
Chile 23-29 Julio. 
Munizaga, M.A., Palma, C. (2012) Estimation of a 
disaggregate multimodal public transport origin-destination 
matrix from passive Smart card data from Santiago, Chile. 
Transportation Research 24C(12), 9-18. 
Munizaga, M.A., Devillaine, F., Navarrete, C., Silva, D. (2014) 
Validating travel behavior estimated from smartcard data. 
Transportation Research 44C, 70-79.

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Webinar: Using smart card and GPS data for policy and planning: the case of Transantiago

  • 1. Using smart card and GPS data for policy and planning: the case of Transantiago Marcela A. Munizaga Universidad de Chile Visiting CTS Research Team: Universidad de Chile – Transantiago Research grants: CONICYT PBCT, Milenio Scientific Initiative, FONDEF
  • 2. Introduction. Transantiago: public transport system Santiago, Chile ¤ Santiago. Capital City of Chile: ¤ Population: 6 million ¤ Area: 1,400 km2 ¤ 34 Municipalities ¤ Modal Split: 50%
  • 3. Introduction. Transantiago: public transport system Santiago, Chile ¤ Transantiago q Introduced in 2007 q 6.500 buses (65% low entry) with GPS q 70 km of segregated busways q 10.000 bus stops q 125 bus stations (off-bus fare collection) q 12 private bus operators q 600 trunk and feeder services q Metro: 5 lines, 100 km, 54 trains q Only smartcard payment in buses (global 97% penetration rate)
  • 4. Map
  • 5. Transantiago structure ¤ Operators: bus (private) + metro (public) ¤ Provide transport services, receive payment (per passenger, per km, regularity,…) ¤ AFT (financial administrator) ¤ Collects and distributes money ¤ Collects and store data ¤ Transantiago authority DMTP ¤ Regulates (spatial coverage, fare, frequency) ¤ Controls
  • 6. Quoting the Transantiago authority: ¤ “Before this project we were: “ § Advancing slowly § With very little information § Lack of support tools Carolina Simonetti, Director of Planning and Research, DMTP. XVI Chilean Transport Conference, Santiago, October 2013
  • 7. The Data AVL Buses GPS Other informa-tion AFC bip! (metro & buses) OD trip matrices, buses speeds, travel patterns, level of service indicators… • Buses GPS: 1 record every 30s, 80–100 M records per week • bip! transactions: 35-40 M records per week • Other information: • Routes paths • Route assignments • Position of bus stops • Position of Metro stations • Position of bus stations
  • 8. What can we do with the data? Observe buses
  • 9. What can we do with the data? Analyze transactions
  • 10. What can we do with the data? Analyze transactions
  • 11. What can we do with the data? Link vehicles and passengers through vehicle id
  • 12. Processing ¤ Estimation of alighting stop Second'transac,on' of'the'day' Last'transac,on' of'the'day' First'transac,on' of'the'day' Min'Tg' Min'Tg' Min'dist' Boarding'point' GPS'Point' Bus'stop' Metro'sta,on' i min Tg = ti + di−>xpost ypost swalk ⋅(θ walk /θ travel) s.t. dpost ≤ d
  • 13. Post-Processing: Stages and Trips Trip Trip t Observed boarding Estimated alighting Transfer or activity? Determination of: – Trips/stages – Time. distance and speed of transfers. stages and trips – Walking and waiting time Criteria to distinguish destination from transfer – Time elapsed – Transaction sequence – Land use – Frequency of PT services – Ratio: distance on the route / Euclidean distance
  • 14. Post-Processing: Visualization ¤ Passengers boarding and alighting in origin and destination
  • 15. Validation ¤ We are able to estimate alighting location-time in 80% of trip stages, generating over 20M trip observations in a week ¤ Validation with small OD survey: ¤ 84% correct estimation of alighting position-time ¤ Validation with a sample of volunteers: ¤ 90% correct estimation of trip/trip stage separation q Disclaimers: q Validation with large ODS to be conducted q Fare evasion not included q Exact Origin/Destination unknown q Sociodemographic characteristics unknown
  • 16. Commercial speed of buses q Estimation of commercial speed of buses q Associate position to linear route distance q Define time-space disaggregation q Monitor in time-space diagram q Estimation of commercial speed for bus corridors q Modelling
  • 17. Bus following Time-space diagram for buses of a route
  • 18. No se puede mostrar la imagen. Puede que su equipo no tenga suficiente memoria para abrir la imagen o que ésta esté dañada. Reinicie el equipo y, a continuación, abra el archivo de nuevo. Si sigue apareciendo la x roja, puede que tenga que borrar la imagen e insertarla de nuevo. No se puede mostrar la imagen. Puede que su equipo no tenga suficiente memoria para abrir la imagen o que ésta esté dañada. Reinicie el equipo y, a continuación, abra el archivo de nuevo. Si sigue apareciendo la x roja, puede que tenga que borrar la imagen e insertarla de nuevo.
  • 19. Speed range definition sR=20[km/hr] Condition Sijk [Km/h] Color Very bad ≤ 15 Red Bad >15 a ≤19 Orange Regular >19 a ≤20 Yellow Acceptable >20 to ≤25 Light green Good >25 to ≤30 Dark green Excelent >30 Blue n.a.: Grey
  • 20. Global results (all services) September 2008 March 2009 April 2009
  • 21. Other visualizations ¤ Spatial visualization by service ¤ Worst cases in a map ¤ Speed of a corridor ¤ For all services ¤ All times of day ¤ Divided into segments
  • 22. N Santa Rosa corridor S Exclussive way 7:30-10 & 17-21 Mixed traffic 3 lanes 10-17 Seggregated corridor 2 continue lanes per direction Mixed traffic 2 lanes Segment 7 6 5 4 3 2 1 Length (km) 0.99 1.39 1.97 1.63 1.18 1.41 0.97 Traffic light controlled int/ km 3.03 4.32 3.55 3.68 2.54 3.55 3.09 Bus stops service/km 2.02 2.88 2.54 2.45 2.54 2.13 2.06
  • 23. Average commercial speed Santa Rosa corridor(km/h) Segment Period 1 2 3 4 5 6 7 Total 7:30 18.5 15.1 29.3 24.8 24.4 17.2 10.4 18.1 8:00 14.6 16.3 30.9 26.5 25.2 17.3 9.7 19.3 8:30 13.7 18.8 32.7 27.2 27.4 18.0 9.2 18.2 9:00 15.2 20.2 34.9 28.0 29.3 19.2 14.7 21.5 9:30 16.3 19.8 33.7 27.5 29.7 18.5 14.9 21.5 10:00 16.2 21.6 34.5 30.6 31.6 22.2 17.1 22.8 10:30 19.9 21.0 33.7 30.2 31.6 21.9 17.4 23.8 11:00 19.7 21.6 30.4 31.2 31.6 21.2 17.1 23.2 11:30 19.6 21.2 33.0 32.0 31.4 21.4 16.8 23.9 12:00 18.5 20.3 36.3 31.1 32.0 20.9 15.1 24.4 12:30 18.5 21.0 35.2 30.0 32.9 21.1 14.8 23.5 13:00 18.9 21.2 35.1 31.6 32.1 21.1 15.5 24.2 13:30 20.4 21.0 35.6 32.2 32.7 22.4 16.8 24.8 14:00 19.8 21.4 36.3 31.0 33.1 22.7 17.8 25.1 14:30 21.1 21.4 33.2 28.8 31.1 21.6 20.1 24.7 15:00 22.1 19.9 32.4 29.5 30.6 22.4 17.9 24.3 15:30 20.5 21.4 30.0 28.7 31.1 21.3 17.1 23.4 16:00 17.0 21.4 30.5 28.3 32.2 21.8 16.9 22.7 16:30 18.1 20.3 32.6 28.2 31.4 22.0 16.9 23.1 17:00 15.7 20.5 31.2 29.1 27.2 22.7 15.0 21.7 17:30 17.7 20.3 29.7 29.2 27.4 22.9 15.2 22.7 18:00 14.5 20.8 30.5 28.8 27.5 23.1 15.8 21.7 18:30 22.6 21.5 30.2 29.8 29.0 25.8 15.6 23.8 19:00 23.1 23.5 30.0 29.6 29.5 26.5 19.0 25.3 19:30 23.6 23.6 30.5 31.5 29.5 28.7 20.2 26.3 20:00 26.7 24.9 31.3 31.6 30.5 29.8 22.3 27.8 20:30 27.7 26.7 32.5 33.5 31.3 33.2 25.7 29.8 Total 18.8 20.8 32.2 29.5 29.9 22.1 16.0 23.1
  • 24. Post processing ¤ Load profiles Built using ¤ Bus trajectory ¤ Observed boarding with expansion factors ¤ Estimated alighting with expansion factors à Aggregated at bus or route level
  • 26. 0.9 0.8 0.7 (million) 0.6 0.5 0.4 0.3 0.2 0.1 0 Regular card – days used in a week 1 2 3 4 5 6 7 cards days sep.08 ago.09 jun.10 abr.11 abr.12 200 180 160 (thousands) 140 120 100 80 60 40 20 0 The most frequent user is the unfrequent traveller, but… there is an important number of regular users Student card – days used in a week 1 2 3 4 5 6 7 cards days sep.08 ago.09 jun.10 abr.11 abr.12 The most frequent behavior for students is frequent traveller Travel patterns
  • 27. Zone of residence estimation for frequent users Day 1. 07:18 am Day 2. 07:38 am Day 3. 10:53 am Day 4. 09:02 am
  • 28. Zone of residence estimation for frequent users R = 500 m Day 1. 07:18 am Day 4. 09:02 am Day 2. 07:38 am Day 3. 10:53 am
  • 29. Other developments ¤ Trip purpose ¤ Level of service indicators ¤ Time use patterns ¤ Fare evasion
  • 30. Applications ¤ OD matrix at different levels of aggregation (XY, bus stop, zone, municipality) ¤ Route/service design ¤ Infrastructure decisions ¤ Design of information campaigns Recoleta 203-208 Fusion Lira-Carmen 204
  • 31. Applications ¤ Speed profiles ¤ Operational interventions ¤ Bus priority decisions ¤ Infrastructure investment decisions B F F C C A D D E E G G
  • 32. Applications ¤ Load profiles ¤ Frequency optimization ¤ Design of express or short variations of services 800 700 600 500 400 300 200 100 0 Perfil de carga Servicio 104 Puente Alto -­‐ Providencia (7:30) subidas bajadas Carga
  • 33. Quality of the information? b. Santiago 2001 ODS data One example:
  • 34. Applications ¤ Third party applications (open access policy)
  • 35. Conclusions q Quantum leap on information availability and cost q Many tools can be developed to improve planning, operation and control q We can advance on understanding behavior and test hypothesis q Solid grounds to formulate new policies
  • 36. Further research ¤ Additional information: ¤ Vehicle detectors ¤ Private GPS equipment ¤ Mobile phone traces ¤ Online applications (waze) ¤ Surveys! ¤ New age for transport engineering
  • 37. Thanks! Cortés, C., Gibson, J., Gschwender, A., Munizaga, M.A., Zúñiga, M. (2011) Commercial bus speed diagnosis based on GPS-monitored data. Transportation Research C 19(4), 695-707. Devillaine, F., Munizaga, M.A., Trepanier, M. (2012) Detection activities of public transport users by analyzing smart card data. Transportation Research Record 2276, 48-55. Gschwender, A., Ibarra, R., Munizaga, M., Palma, C. (2012) Monitoring Transantiago through enriched load profiles obtained from GPS and smartcard data. CASPT Santiago, Chile 23-29 Julio. Munizaga, M.A., Palma, C. (2012) Estimation of a disaggregate multimodal public transport origin-destination matrix from passive Smart card data from Santiago, Chile. Transportation Research 24C(12), 9-18. Munizaga, M.A., Devillaine, F., Navarrete, C., Silva, D. (2014) Validating travel behavior estimated from smartcard data. Transportation Research 44C, 70-79.