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Train unit scheduling assigns vehicles to cover all trips of a fixed timetable satisfying constraints such as seat demands. With a two-phase approach, this problem is first solved in Phase I as an integer multi-commodity flow problem. Train stations are simplified as single points and coupling orders of train units are left undetermined. In this paper, platforms and their layouts at the stations are restored to complete a fully operable schedule, defined as Phase II. An adaptive approach expanding Phase I to Phase II is proposed. The logistics of (de-)coupling operations, coupling orders and re-platforming are determined in detail to prevent unit blockage where possible, particularly focusing on developing a schedule with conflict-free coupling orders. If unresolvable station level conflicts still exist, the process loops back to Phase I with addressed Phase II constraints to avoid identified conflicts. Thus, the schedule is iteratively improved until it is fully operable. [ABSTRACT FROM AUTHOR]

• An integrated optimization of train unit scheduling and joint transportation for an underground logistics system is considered. • A space–time–state network is constructed to capture the composition transitions and passenger/freight trajectories. • A constrained-gap-based branch-and-bound algorithm is proposed with an effective lower bound estimation technique. • A computational study is conducted to demonstrate the benefits and applicability of integrated transportation. With the introduction of freight transportation into the passenger transit network, underground city logistics are regarded as a desirable alternative to address the challenges due to truck movements in urban freight transport. Furthermore, some metro lines suffer from low-capacity utilization because of the unbalanced demand, which provides the potential to expand the extra capacity for freight transportation. Therefore, this study integrates the train unit scheduling problem with combined transportation of passengers and freight during off-peak hours. The objective is to fully utilize the remaining capacity by not only integrating passenger and freight flows but also allowing a flexible composition such that the capacity can better meet the demand. The composition of a trip is defined as its state. A three-dimensional space–time–state network is constructed to capture the composition transitions and passenger/freight trajectories. The problem is formulated as an integer linear programming model to minimize the weighted sum of train unit operational, passenger travel, and freight travel costs. Utilizing the problem-specific characteristics, a constrained-gap-based branch-and-bound approach is developed to efficiently solve the model. The worst bound for each objective is guaranteed by introducing two gaps in the passenger- and freight-related objectives. The nodes with estimated lower bounds exceeding the designated gaps are pruned. A beam search procedure is also included to further reduce the computational complexity. The developed algorithm is tested on real-life instances from the Beijing Metro Network. The results provide insights into the benefits and applicable scenarios for integrating passenger and freight transportation. Moreover, we demonstrate that the number of train units should be carefully determined considering the tradeoff between passenger service quality and freight demand volume. [ABSTRACT FROM AUTHOR]

Resource flows may merge and demerge at a network node. Sometimes several demerged flows may be immediately merged again, but in different combinations compared to before they were demerged. However, the demerging is unnecessary in the first place if the total resources at each of the network nodes involved remains unchanged. We describe this situation as "unnecessary demerging and remerging (UDR)" of flows, which would incur unnecessary operations and costs in practice. Multi‐commodity integer flows in particular will be considered in this paper. This deficiency could be theoretically overcome by means of fixed‐charge variables, but the practicality of this approach is restricted by the difficulty in solving the corresponding integer linear program (ILP). Moreover, in a problem where the objective function has many cost elements, it would be helpful if such operational costs are optimized implicitly. This paper presents a heuristic branching method within an ILP solver for removing UDR without the use of fixed‐charge variables. We use the concept of "flow potentials" (different from "flow residuals" for max‐flows) guided by which underutilized arcs are heuristically banned, thus reducing occurrences of UDR. Flow connection bigraphs and flow connection groups (FCGs) are introduced. We prove that if certain conditions are met, fully utilizing an arc will guarantee an improvement within an FCG. Moreover, a location sub‐model is given when the former cannot guarantee an improvement. More importantly, the heuristic approach can significantly enhance the full fixed‐charge model by warm‐starting. Computational experiments based on real‐world instances have shown the usefulness of the proposed methods. [ABSTRACT FROM AUTHOR]

A heuristic branch-and-bound approach exploiting flow potentials to reduce coupling/decoupling redundancy in network flow model based train unit scheduling is proposed. We shall first give a proof that if unit types are interchangeable and under certain conditions, fully utilizing an arc will guarantee an improvement. Computational experiments are reported. [ABSTRACT FROM AUTHOR]

Train unit scheduling concerns the assignment of train unit vehicles to cover all the journeys in a fixed timetable. Coupling and decoupling activities are allowed in order to achieve optimal utilization while satisfying passenger demands. While the scheduling methods usually assume unique and well-defined train capacity requirements, in practice most UK train operators consider different levels of capacity provisions. Those capacity provisions are normally influenced by information such as passenger count surveys, historic provisions and absolute minimums required by the authorities. In this paper, we study the problem of train unit scheduling with bi-level capacity requirements and propose a new integer multicommodity flow model based on previous research. Computational experiments on real-world data show the effectiveness of our proposed methodology. [ABSTRACT FROM AUTHOR]

We propose a branch-and-price approach for solving the integer multicommodity flow model for the network-level train unit scheduling problem (TUSP). Given a train operator’s fixed timetable and a fleet of train units of different types, the TUSP aims at determining an assignment plan such that each train trip in the timetable is appropriately covered by a single or coupled train units. The TUSP is challenging due to its complex nature. Our branch-and-price approach includes a branching system with multiple branching rules for satisfying real-world requirements that are difficult to realize by linear constraints, such as unit type coupling compatibility relations and locations banned for coupling/decoupling. The approach also benefits from an adaptive node selection method, a column inheritance strategy and a feature of estimated upper bounds with node reservation functions. The branch-and-price solver designed for TUSP is capable of handling instances of up to about 500 train trips. Computational experiments were conducted based on real-world problem instances from First ScotRail. The results are satisfied by rail practitioners and are generally competitive or better than the manual ones. [ABSTRACT FROM AUTHOR]

A two-phase approach for the train unit scheduling problem is proposed. The first phase assigns and sequences train trips to train units temporarily ignoring some station infrastructure details. Real-world scenarios such as compatibility among traction types and banned/restricted locations and time allowances for coupling/decoupling are considered. Its solutions would be near-operable. The second phase focuses on satisfying the remaining station detail requirements, such that the solutions would be fully operable. The first phase is modeled as an integer fixed-charge multicommodity flow (FCMF) problem. A branch-and-price approach is proposed to solve it. Experiments have shown that it is only capable of handling problem instances within about 500 train trips. The train company collaborating in this research operates over 2400 train trips on a typical weekday. Hence, a heuristic has been designed for compacting the problem instance to a much smaller size before the branch-and-price solver is applied. The process is iterative with evolving compaction based on the results from the previous iteration, thereby converging to near-optimal results. The second phase is modeled as a multidimensional matching problem with a mixed integer linear programming (MILP) formulation. A column-and-dependent-row generation method for it is under development. [ABSTRACT FROM AUTHOR]

Abstract: An integer fixed-charge multicommodity flow (FCMF) model is used as the first part of a two-phase approach for train unit scheduling, and solved by an exact branch- and-price method. To strengthen knapsack constraints and deal with complicated scenarios arisen in the integer linear program (ILP) from the integer FCMF model, preprocessing is used by computing convex hulls of sets of points representing all possible train formations utilizing multiple unit types. [Copyright &y& Elsevier]