APTS04-Transit Fare Collection Management (Service Package*)

Description

This service package manages transit fare collection on-board transit vehicles and at transit stops using electronic means. It allows transit users to use a traveler card or other electronic payment device. Readers located either in the infrastructure or on-board the transit vehicles enable electronic fare payment. Data is processed, stored, and displayed on the transit vehicle and communicated as needed to the Transit Management Subsystem. Two other service packages, ATMS10: Electronic Toll Collection and ATMS16: Parking Facility Management, also provide electronic payment services. These three service packages in combination provide an integrated electronic payment system for transportation services.

Service Package Graphic

Transit Center Fare ManagementOn-board Transit Fare ManagementRemote Transit Fare ManagementTransit ManagementTransit VehicleTraveler CardFinancial InstitutionInformation Service ProviderEnforcement AgencyRemote Traveler SupportOther Transit ManagementTravelertransit information requesttransit request confirmationtransit fare informationtransit fare and passenger statustransaction statuspayment violation notificationpayment requestrequest for paymentpaymenttransit fare coordinationtraveler inputsbad tag listfare collection datarequest for bad tag listpaymentrequest for paymentfare management information

Get the Source Graphic, a Windows Metafile (WMF), in ZIP format.
About this Graphic

Includes Architecture Flows:

Source Architecture Flow Destination In Graphic
Financial Institution transaction status Transit Management Yes
Information Service Provider transit information request Indicates that the associated architecture flow either has been or will be addressed by ITS Standards Transit Management Yes
Other Transit Management transit fare coordination Indicates that the associated architecture flow either has been or will be addressed by ITS Standards Transit Management Yes
Remote Traveler Support transit fare and passenger status Indicates that the associated architecture flow either has been or will be addressed by ITS Standards Transit Management Yes
Remote Traveler Support traveler interface updates Traveler No
Remote Traveler Support request for payment Traveler Card Yes
Transit Management payment violation notification Enforcement Agency Yes
Transit Management payment request Financial Institution Yes
Transit Management transit request confirmation Information Service Provider Yes
Transit Management transit fare coordination Indicates that the associated architecture flow either has been or will be addressed by ITS Standards Other Transit Management Yes
Transit Management transit fare information Indicates that the associated architecture flow either has been or will be addressed by ITS Standards Remote Traveler Support Yes
Transit Management transit operations status Transit Operations Personnel No
Transit Management bad tag list Indicates that the associated architecture flow either has been or will be addressed by ITS Standards Transit Vehicle Yes
Transit Management fare management information Indicates that the associated architecture flow either has been or will be addressed by ITS Standards Transit Vehicle Yes
Transit Operations Personnel transit operations personnel inputs Transit Management No
Transit Vehicle fare collection data Indicates that the associated architecture flow either has been or will be addressed by ITS Standards Transit Management Yes
Transit Vehicle request for bad tag list Indicates that the associated architecture flow either has been or will be addressed by ITS Standards Transit Management Yes
Transit Vehicle traveler interface updates Traveler No
Transit Vehicle request for payment Traveler Card Yes
Traveler traveler inputs Remote Traveler Support No
Traveler boarding and alighting Transit Vehicle No
Traveler traveler inputs Transit Vehicle Yes
Traveler Card payment Remote Traveler Support Yes
Traveler Card payment Transit Vehicle Yes
    - This icon indicates that the associated architecture flow either has been or will be addressed by ITS Standards. Select the architecture flow for more information on relevant standards activities.

Associated Planning Factors and Goals

Planning Factor Goal
D. Increase the accessibility and mobility of people and for freight; Enhance mobility, convenience, and comfort for transportation system users
F. Enhance the integration and connectivity of the transportation system, across and between modes, for people and freight; Enhance the integration and connectivity of the transportation system
G. Promote efficient system management and operation; Increase operational efficiency and reliability of the transportation system

Associated Objective Categories

Objective Category
Integration: Connectivity
System Efficiency: Trip Connectivity
System Options: Mode Share
System Options: Transit Use
System Options: Travel Time - Transit Compared to Auto
Transit Operations and Management: Automated Fare Collection

Associated Objectives and Performance Measures

Objective Performance Measure
Achieve X percent alternative (non-SOV) mode share in transit station communities (or other destinations) by year Y. Percent of all trips made using alternative modes in transit station communities.
Implement an automated fare collection system in Y years for X percent of transit providers in the region. Percent of transit providers using the region's automated fare collection system.
Improve average transit travel time compared to auto in major corridors by X minutes per year for Y years. Transit to auto travel time differential for a given period (daily, hourly, or peak hours), on a given portion of the system (system wide, by facility type, or by corridor).
Increase alternative (non-SOV) mode share for all trips by X percent within the next Y years. Share of trips by each mode of travel.
Increase average transit load factor by X percent by year Y. Number of riders on various transit units per trip at peak travel times.
Increase by X percentage points, every Y years, the percent of transfers performed with automated fare cards. Percent of total transfers performed with automated fare cards.
Increase passenger miles traveled per capita on transit by X percent by year Y. Number of passenger miles traveled per capita.
Increase transit mode share by X percent by year Y during peak periods. Percent of all peak-period trips made by transit.
Increase transit mode share by X percent by year Y. Percent of all trips made by transit.
Increase use of system by X percent per year. Percent of fares collected using automated fare collection.
Integrate X additional modes/services into automated fare collection system by Y years. Number of additional modes/service integrated into the fare collection system.
Maintain a travel time differential between transit and auto during peak periods of X percent for Y years. Transit to auto travel time differential for a given period (daily, hourly, or peak hours), on a given portion of the system (system wide, by facility type, or by corridor).
Reduce cost of transfer fees paid by X percent by year Y. Average cost of transfers.
Reduce door-to-door trip time by X percent by year Y. Average door-to-door trip time.
Reduce the travel time differential between transit and auto during peak periods by X percent per year for Y years. Transit to auto travel time differential for a given period (daily, hourly, or peak hours), on a given portion of the system (system wide, by facility type, or by corridor).


 
Since the mapping between objectives and service packages is not always straight-forward and often situation-dependent, these mappings should only be used as a starting point. Users should do their own analysis to identify the best service packages for their region.

Related ITS Applications of ITS Taxonomy

Classification Category ITS Application Area ITS Application(s)
Intelligent Infrastructure Electronic Payment & Pricing Multi-use Payment
Intelligent Infrastructure Electronic Payment & Pricing Transit Fare Payment

User Services related to this Service Package:

User Service
1.8 Travel Demand Management
2.1 Public Transportation Management
3.1 Electronic Payment Services

Transaction Set Diagram

Note that this transaction set diagram (TSD) is only 1 of the 2 TSDs and so only a portion of the numbered items below refer to the TSD.
APTS04 transaction set diagrams: Part 1, Part 2,



The source graphic, a Windows Metafile (WMF), for the TSDs can be downloaded here: TSD Part 1, TSD Part 2,

The following discusses how the National ITS Architecture provides the transportation service described by this service package. Each numbered item describes the operation of that portion of the service package identified with the corresponding number on the transaction set diagram.

  1. At roadside locations (e.g. a transit stop with a kiosk), a Traveler makes a request for a fare transaction (traveler inputs), which would include the desired destination, to the Remote Traveler Support Subsystem (RTS). The RTS forwards the request (as part of transit fare and passenger status) to the Transit Management Subsystem (TRMS). At this point there are two possible operational concepts. In the first the payment request is forwarded to a Financial Institution, who in real time provides a transaction status indicating if the transaction is approved (it could be either a credit transaction or a debit transaction). The TRMS would forward the transit fare information back to the RTS, which would provide an indication to the Traveler (as part of traveler interface updates) whether their request was successful and possibly provide a ticket or other form of receipt. Alternatively, the request from the RTS is processed by the TRMS in real time and the response sent back to the RTS. The interface to the Financial Institution is a periodic, batch type update. A third concept supported in the diagram is for the Traveler to make the initial request (traveler inputs), but use a Traveler Card for the payment media. In this case the RTS sends a request for payment to the Traveler Card, which responds with the payment information.

  2. Another electronic fare payment concept is for customers of an Information Service Provider (ISP) to request an advanced fare payment (i.e. request a future transit service, such as a demand responsive transit pickup, that could be paid for in advance) through the ISP, who makes the request to the TRMS (a part of the flow transit information request). The TRMS responds with the transit request confirmation.

  3. Electronic fare payment systems may operate within a single agency, or they may be regional in nature. For the latter case agencies provide a form of payment reconciliation where they inform each other of the transactions within their system using cards issued by the other system. The National ITS Architecture represents this as the flows transit fare coordination between TRMS and Other Transit Management. The entity Other Transit Management could also represent a regional reciprocity authority that coordinates fare payments among multiple agencies in a region.

  4. Fare management onboard a transit vehicle is handled slightly differently. One possible fare management concept on a transit vehicle is to carry a list of the invalid fare cards that would be updated at some interval (possibly daily). To obtain this updated list, the Transit Vehicle Subsystem (TRVS) sends the request (request for bad tag list) to the TRMS, which responds with the updated list (bad tag list). As part of managing the fare collection on-board transit vehicles, Transit Operations Personnel can initiate adjustments to the fares charged on various routes (as part of transit operations personnel inputs). This might occur through the changing of a fare scheme (e.g. putting a weekend fare scheme into place during some special weekday event), or through adjustments of individual fares. The TRMS provides this fare management information to the TRVS.

  5. Another supported on-board electronic fare concept supported is to use a Traveler Card for the payment media. In this case the TRVS detects the boarding and alighting of a passenger and sends a request for payment to the Traveler Card, which responds with the payment information. The Traveler may input information to the TRVS about their intended trip such as the destination (traveler inputs). The TRVS then informs the Traveler of the status of the transaction (traveler interface updates). The Traveler Card could be a stored value type card that requires no outside verification, or it could be a credit/debit card that is checked via the invalid tag list discussed above. The TRVS also provides information to the TRMS regarding the on-board fare system (fare collection data). This information includes system status (i.e. the health of the system), transaction status, and even video images associated with fare violations. An alternate operational concept is for the fare collection data to be a periodic, batch type transmission. The information on the fare system is passed along to the Transit Operations Personnel as part of transit operations status. If fare violations are collected, then payment violation notification is sent to the Enforcement Agency.