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SharedUse Web-Based Screening Tool
– Overview and Demonstration
 General Description of the SU tool
Helps State DOTs develop preliminary capital
improvement plans for intercity passenger rail
projects
Step-by-step demonstration
Input requirements and model output
Contact Karen McClure
karen.mcclure@dot.gov
Overview
5/3/2023 2
Introduction to the Share-Use tool
Web-based tool for shared-use rail corridor
feasibility screening analysis
 Track tool – visualization, data entry and
integration
 User-friendly train data and operating plan
development
 Analysis engine
Simulation and conflict identifier modes
 Deadlock-free dispatching
 Train performance algorithm
 Rich array of result charts and reports
5/3/2023 3
The Problem
 Planning of new passenger rail services on
shared-use corridor proceeds slowly
 Key issue: promoting a constructive dialogue
with the owning freight railroad
 Railroads are not obligated to
 support the planning efforts of a State DOT
 educate the DOT regarding operational challenges
in a corridor
 SU assists the DOT in engaging in an
informed dialogue
5/3/2023 4
What question does SU address?
 SU is a tool that supports preliminary
planning – plan development and refinement
 SU addresses the question:
 Does the plan meet feasibility criteria
 Operational
 Financial
 If the answer is “yes”, then the plan warrants
further study
5/3/2023 5
Elements of a plan
 New Service
 Existing traffic with planned growth, and new
passenger service
 Modifications to infrastructure
 New meet-pass facilities (sidings, double-track,
crossovers, etc.)
 Estimated costs of the above
5/3/2023 6
Using SU to refine a plan
 Develop baseline and “do minimum” cases
 SU conflict identifier assists in locating places
to add meet-pass infrastructure
 “Build” case is the plan for new service with
improvements – which needs to meet
feasibility criteria
5/3/2023 7
Operational feasibility screening criteria
 Passenger trains operate without significant
delay
 Freight operations are unimpeded in the
corridor (i.e., no worsening of average speeds)
5/3/2023 8
Financial feasibility screening criteria
 What SU does not do:
 Forecast demand
 Detailed capital planning
 SU’s financial feasibility is driven by
assumptions re average number of passengers
/ train
 Financial feasibility based on estimated
capital cost per trip
5/3/2023 9
Approach to Screening of SU Corirdors
 Data requirements
 Evaluation process
 Key metrics
5/3/2023 10
Data Requirements
 Assumption: no or minimal cooperation with
railroad at initial stage
 Data requirements
 Preliminary – general description of corridor,
system entry/exit points, stations
 Infrastructure – track, switches, elevations,
headings, speed restrictions, ancillary features
 Traffic – trains, their consists and schedules; traffic
control features
5/3/2023 11
Public and Other Sources
 Public
 USDOT FRA GIS 1:100000 Rail Network database
(BTS)
 USDOT FRA Highway-Rail Grade Crossing
Inventory
 Google Earth™
Other
 Railroad employee timetable
 Passenger train timetables
 Railroad websites (equipment information)
5/3/2023 12
Evaluation Process – Workflows Overview
Step 1
• Prepare “Do Nothing” baseline and evaluate
Step 2
• Prepare “Do Minimum” case
Step 3
• Evaluate and mitigate – prepare “Build Case”
Step 4
• Evaluate “Build Case”
5/3/2023 13
Workflows – Step 1
Prepare “Do Nothing” Baseline and Evaluate
Develop
data
• Rail infrastructure
• Freight and passenger trains and schedule
• Other required
Simulate
baseline
conditions
• Run simulation for typical operating day
Report
results
• Stringline chart
• Authorities chart
• Delay metrics by train and type
5/3/2023 14
Workflows – Step 2
Prepare “Do Minimum Case”
Add
features
• Minimally required
• E.g., automatic switches
• E.g., upgrade sidings to allow overtakes
Estimate
costs
• Estimate costs of “Do Minimum”
improvements
5/3/2023 15
5/3/2023
Develop
Data
• Schedules for new passenger service
• Modify freight schedules for shared use
Identify &
Mitigate
Conflicts
• Run conflict identifier analysis
• Modify infrastructure data and estimate costs
Test
Adequacy
• Run conflict identifier analysis on new infrastructure
• If conflicts mitigated, then done
• Else, add mitigating infrastructure, test again – Build case completed
Workflows – Step 3
Evaluate and Mitigate – Prepare Build Case
16
Workflows – Step 4
Evaluate Build Case
Run Simulation
• Run simulation with Build Case and New Services
Schedule
• Review results
Feasibility
Targets Met?
• Yes, feasibility screening passed
• No -
• More mitigation not possible → reject
• More mitigation possible → mitigate and re-
evaluate
5/3/2023 17
Home Page
5/3/2023 18
Page Structure
Navigation
menu and fixed
features
Page content
5/3/2023 19
Main Menu and Page Features
Main menu
Status bar
Breadcrumb
5/3/2023 20
Settings
5/3/2023 21
Settings page
Folder selector
Op plan selector Map or image
Other functions (next slide)
5/3/2023 22
Settings Page – Other functions
Defaults
New folder
Archive
Restore folder
Restore points
Delete
5/3/2023 23
Infrastructure
5/3/2023 24
Infrastructure – Track Charting App
Grades / Elevations
Running distance
Milepost marker
Track (red is interlocking or fouling link)
Curves / Headings
Speed restrictions
5/3/2023 25
Infrastructure – tooltip detail
Direction of inc. milepost
Distance from start of segment
5/3/2023 26
Infrastructure – context menu
5/3/2023 27
Infrastructure – edit segment form
5/3/2023 28
Infrastructure – data tables
5/3/2023 29
Infrastructure – Node network (traffic control
blocks
Milepost equation
Shorter siding
5/3/2023 30
Infrastructure – Track Chart App (zoom)
5/3/2023 31
Infrastructure – Milepost equation
5/3/2023 32
Infrastructure – shorter siding
5/3/2023 33
Trains
5/3/2023 34
Trains – Locomotive consist
5/3/2023 35
Trains – trailing consist
5/3/2023 36
Trains - schedule
5/3/2023 37
Trains – locomotive data
5/3/2023 38
Trains – Car data
5/3/2023 39
Operations
5/3/2023 40
Operations – selecting trains
5/3/2023 41
Analysis
5/3/2023 42
Analysis – Create and Submit Jobs
5/3/2023 43
Results
5/3/2023 44
Select Results
5/3/2023 45
Results – Stringline with Conflict Identifier
5/3/2023 46
Results – Stringline chart
5/3/2023 47
Results – Stringline chart
Double-track, 30 trains per day
Zoom (next slide)
5/3/2023 48
Results – Stringline chart
Double-track, 30 trains per day (with zoom)
Overtake and meet
5/3/2023 49
Results – Authorities Chart
5/3/2023 50
Results – Speed profile
5/3/2023 51
Results – Simulation Output Tables
5/3/2023 52
Results – Operating metrics
5/3/2023 53
Results – Financial metrics
5/3/2023 54

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Generail Shared Use.pptx

  • 1. SharedUse Web-Based Screening Tool – Overview and Demonstration
  • 2.  General Description of the SU tool Helps State DOTs develop preliminary capital improvement plans for intercity passenger rail projects Step-by-step demonstration Input requirements and model output Contact Karen McClure karen.mcclure@dot.gov Overview 5/3/2023 2
  • 3. Introduction to the Share-Use tool Web-based tool for shared-use rail corridor feasibility screening analysis  Track tool – visualization, data entry and integration  User-friendly train data and operating plan development  Analysis engine Simulation and conflict identifier modes  Deadlock-free dispatching  Train performance algorithm  Rich array of result charts and reports 5/3/2023 3
  • 4. The Problem  Planning of new passenger rail services on shared-use corridor proceeds slowly  Key issue: promoting a constructive dialogue with the owning freight railroad  Railroads are not obligated to  support the planning efforts of a State DOT  educate the DOT regarding operational challenges in a corridor  SU assists the DOT in engaging in an informed dialogue 5/3/2023 4
  • 5. What question does SU address?  SU is a tool that supports preliminary planning – plan development and refinement  SU addresses the question:  Does the plan meet feasibility criteria  Operational  Financial  If the answer is “yes”, then the plan warrants further study 5/3/2023 5
  • 6. Elements of a plan  New Service  Existing traffic with planned growth, and new passenger service  Modifications to infrastructure  New meet-pass facilities (sidings, double-track, crossovers, etc.)  Estimated costs of the above 5/3/2023 6
  • 7. Using SU to refine a plan  Develop baseline and “do minimum” cases  SU conflict identifier assists in locating places to add meet-pass infrastructure  “Build” case is the plan for new service with improvements – which needs to meet feasibility criteria 5/3/2023 7
  • 8. Operational feasibility screening criteria  Passenger trains operate without significant delay  Freight operations are unimpeded in the corridor (i.e., no worsening of average speeds) 5/3/2023 8
  • 9. Financial feasibility screening criteria  What SU does not do:  Forecast demand  Detailed capital planning  SU’s financial feasibility is driven by assumptions re average number of passengers / train  Financial feasibility based on estimated capital cost per trip 5/3/2023 9
  • 10. Approach to Screening of SU Corirdors  Data requirements  Evaluation process  Key metrics 5/3/2023 10
  • 11. Data Requirements  Assumption: no or minimal cooperation with railroad at initial stage  Data requirements  Preliminary – general description of corridor, system entry/exit points, stations  Infrastructure – track, switches, elevations, headings, speed restrictions, ancillary features  Traffic – trains, their consists and schedules; traffic control features 5/3/2023 11
  • 12. Public and Other Sources  Public  USDOT FRA GIS 1:100000 Rail Network database (BTS)  USDOT FRA Highway-Rail Grade Crossing Inventory  Google Earth™ Other  Railroad employee timetable  Passenger train timetables  Railroad websites (equipment information) 5/3/2023 12
  • 13. Evaluation Process – Workflows Overview Step 1 • Prepare “Do Nothing” baseline and evaluate Step 2 • Prepare “Do Minimum” case Step 3 • Evaluate and mitigate – prepare “Build Case” Step 4 • Evaluate “Build Case” 5/3/2023 13
  • 14. Workflows – Step 1 Prepare “Do Nothing” Baseline and Evaluate Develop data • Rail infrastructure • Freight and passenger trains and schedule • Other required Simulate baseline conditions • Run simulation for typical operating day Report results • Stringline chart • Authorities chart • Delay metrics by train and type 5/3/2023 14
  • 15. Workflows – Step 2 Prepare “Do Minimum Case” Add features • Minimally required • E.g., automatic switches • E.g., upgrade sidings to allow overtakes Estimate costs • Estimate costs of “Do Minimum” improvements 5/3/2023 15
  • 16. 5/3/2023 Develop Data • Schedules for new passenger service • Modify freight schedules for shared use Identify & Mitigate Conflicts • Run conflict identifier analysis • Modify infrastructure data and estimate costs Test Adequacy • Run conflict identifier analysis on new infrastructure • If conflicts mitigated, then done • Else, add mitigating infrastructure, test again – Build case completed Workflows – Step 3 Evaluate and Mitigate – Prepare Build Case 16
  • 17. Workflows – Step 4 Evaluate Build Case Run Simulation • Run simulation with Build Case and New Services Schedule • Review results Feasibility Targets Met? • Yes, feasibility screening passed • No - • More mitigation not possible → reject • More mitigation possible → mitigate and re- evaluate 5/3/2023 17
  • 19. Page Structure Navigation menu and fixed features Page content 5/3/2023 19
  • 20. Main Menu and Page Features Main menu Status bar Breadcrumb 5/3/2023 20
  • 22. Settings page Folder selector Op plan selector Map or image Other functions (next slide) 5/3/2023 22
  • 23. Settings Page – Other functions Defaults New folder Archive Restore folder Restore points Delete 5/3/2023 23
  • 25. Infrastructure – Track Charting App Grades / Elevations Running distance Milepost marker Track (red is interlocking or fouling link) Curves / Headings Speed restrictions 5/3/2023 25
  • 26. Infrastructure – tooltip detail Direction of inc. milepost Distance from start of segment 5/3/2023 26
  • 27. Infrastructure – context menu 5/3/2023 27
  • 28. Infrastructure – edit segment form 5/3/2023 28
  • 29. Infrastructure – data tables 5/3/2023 29
  • 30. Infrastructure – Node network (traffic control blocks Milepost equation Shorter siding 5/3/2023 30
  • 31. Infrastructure – Track Chart App (zoom) 5/3/2023 31
  • 32. Infrastructure – Milepost equation 5/3/2023 32
  • 33. Infrastructure – shorter siding 5/3/2023 33
  • 35. Trains – Locomotive consist 5/3/2023 35
  • 36. Trains – trailing consist 5/3/2023 36
  • 38. Trains – locomotive data 5/3/2023 38
  • 39. Trains – Car data 5/3/2023 39
  • 41. Operations – selecting trains 5/3/2023 41
  • 43. Analysis – Create and Submit Jobs 5/3/2023 43
  • 46. Results – Stringline with Conflict Identifier 5/3/2023 46
  • 47. Results – Stringline chart 5/3/2023 47
  • 48. Results – Stringline chart Double-track, 30 trains per day Zoom (next slide) 5/3/2023 48
  • 49. Results – Stringline chart Double-track, 30 trains per day (with zoom) Overtake and meet 5/3/2023 49
  • 50. Results – Authorities Chart 5/3/2023 50
  • 51. Results – Speed profile 5/3/2023 51
  • 52. Results – Simulation Output Tables 5/3/2023 52
  • 53. Results – Operating metrics 5/3/2023 53
  • 54. Results – Financial metrics 5/3/2023 54

Editor's Notes

  1. These are the three elements of the approach to analysis and screening. Let me start with the last. SU evaluates a plan for proposed new service and infrastructure improvements. Key metrics for feasibility screening need to demonstrate that passenger trains can operate in the corridor without delay, and that freight operations are, essentially, unaffected. So, in brief summary, we are looking at delay and average speeds before and after new service and improvements.
  2. These are the essentials that are required for conducting an analysis. The assumption means that the tool will not necessarily rely on data provided by the railroad.
  3. Let me add to this list of others – track charts. These may be readily available and we’ll use these as the main source of infrastructure data for the sample analysis we’ll conduct later today.
  4. These are four main steps of the evaluation process. The baseline replicates current conditions. “Do minimum” include the minimal improvements required to enable passenger service (i.e., automatic switches). The “Build Case” includes those improvements that will be necessary to support the proposed new service in the corridor. In the interest of saving time, I won’t walk through the following four slides that show each of these steps in detail.
  5. Establish and document baseline conditions in the corridor. Baseline conditions will be used to assess the impact on freight operations in the corridor.
  6. Modify the baseline conditions Bring the corridor to minimum operational standard that can accommodate new passenger service
  7. Run conflict identifier analysis with “do minimum” case. Add infrastructure to mitigate conflicts. The revised system is the “build case” for feasibility screening.
  8. Run simulation and test if feasibility targets are met. If yes, then the Build Case passes screening and warrants further consideration If no, see if further mitigation can refine the build cases so it passes screening
  9. The important thing to note on the home page is the login and register link.
  10. The top of the page is constant, and the content portion is changes with each page
  11. A few more of the page’s features.
  12. Settings page includes controls for selection, archiving and restoring and control points. The left side of the screen focuses on selecting your folder and operating plan.
  13. When you develop an analysis, you’ll make use of these features for backing up your work and managing your analysis.
  14. The track chart app is where you’ll spend a lot of the time developing an analysis. The tool is meant to resemble an actual track chart. You interact directly with the chart to modify your data.
  15. In many cases, you’ll want to develop your data in a spreadsheet and upload them directly into the tool.
  16. The indicators of financial performance compare simulation result files from two folders representing the Base Case and the Alternate Case.     - The Base Case folder has rail system infrastructure data prior to implementing planned investments for increased capacity. The two selected result files from the Base Case folder represent simulations of: 1) typical weekday operations, and 2) typical weekend/holiday operations.     - The Alternate Case folder has rail system infrastructure data  after implementing planned investments for increased capacity. The two selected result files from the Alternate Case represent simulations of operations on typical weekday and weekend/holiday, however, with modified service that the investments were intended to accommodate. You need to specify the investment costs required for the rail system improvements in the Alternate Case folder (see the Infrastructure>Infrastructure Costs page). The indicators calculate the incremental annual train-miles (i.e., Alternate Case vs. Base Case) with breakouts for freight and passenger. The financial performance indicators show the investment cost per incremental annual train-miles - freight, passenger and total