数据驱动的需求响应型定制公交线路规划

黄迪, 刘子煜, 刘月, 刘志远

清华大学学报(自然科学版) ›› 2026, Vol. 66 ›› Issue (3) : 638-650.

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清华大学学报(自然科学版) ›› 2026, Vol. 66 ›› Issue (3) : 638-650. DOI: 10.16511/j.cnki.qhdxxb.2025.26.039
需求响应定制公交

数据驱动的需求响应型定制公交线路规划

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Data-driven route planning for demand-responsive customized bus services

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摘要

需求响应型定制公交(customized bus, CB)作为一种新兴的公共交通服务模式, 为出行偏好相似的乘客提供灵活的出行服务。然而, 现有CB线路规划算法尚未充分利用日常运营生成的线路数据。鉴于数据量庞大和乘客出行需求的波动性, 直接参考历史数据中的线路规划结果将导致有效信息提取困难, 从而影响算法效率。该文提出了考虑历史情景的均方差算法, 筛选可行且相似的历史线路, 为当前情景的线路规划提供参考, 同时, 建立了基于历史线路相似性的数学模型, 利用改进的序列相似度匹配(sequence similarity matching, SSM)算法评估历史与当前线路的相似度, 从而有效参考历史线路信息, 优化当前线路。为加速求解该模型, 该文提出一种考虑当前与历史线路相似性的自适应大邻域搜索(adaptive large neighborhood search, ALNS)算法。该算法基于历史信息构建初始解, 并结合移除和插入算子, 获得更优的解决方案。通过对南京真实出行数据的算例分析发现, 该算法在线路可行性、稳定性和线路质量方面均有显著提升。研究结果表明:历史线路数据与当前情景相似度越高, 生成的公交线路规划方案质量越优。该文研究结果可为运用历史信息求解CB线路规划问题提供参考。

Abstract

Objective: Demand-responsive customized bus (CB) services, an emerging mode of public transportation, offer flexible routing for passengers with similar travel preferences. However, existing route planning algorithms for CB services do not fully utilize the extensive route data generated during daily operations. Owing to the large data size and variability in passenger travel demands, directly using all historical route planning results makes it difficult to extract effective information, which reduces algorithm efficiency. Common similarity analysis methods include the Jaccard and mean squared error (MSE) algorithms. The Jaccard algorithm measures similarity by calculating the ratio of the intersection to the union of two sets of stops, but it considers only the presence of bus stops and overlooks differences in passenger demand, potentially resulting in routes that risk vehicle overload. The common MSE algorithm calculates the squared differences in passenger numbers at each stop between historical and current data, offering a highly accurate reflection of data discrepancies. However, these methods do not consider the practical feasibility of historical routes, such as vehicle capacity and passenger waiting times. Methods: To address these issues, this study proposes a modified MSE algorithm based on Lagrangian relaxation that incorporates penalty terms for vehicle capacity and time window constraints into the objective function. By comparing historical data with current passenger demand, the modified MSE identifies similar and feasible historical routes for route planning. This approach comprehensively accounts for operational constraints to ensure that the selected routes are similar and feasible. Lagrangian relaxation is also applied in the iterative process of the adaptive large neighborhood search (ALNS) algorithm to ensure that the generated route plans meet the capacity and time requirements. In addition, a mathematical model based on historical route similarity is established using a sequence similarity matching algorithm to evaluate the similarity between historical and current routes. Stops are treated as elements in sequences, with similarity measured by the longest common subsequence of stops appearing in the same order. For multiple historical routes, the similarity between a current route and the historical set is defined as the maximum sequence similarity across all historical routes. To accelerate the model's solution process, a modified ALNS is developed, which constructs initial solutions based on historical data and integrates novel removal and insertion operators that consider route similarity to achieve better solutions. To prevent premature convergence, ALNS incorporates simulated annealing, accepts inferior solutions in the early stages and gradually limits its acceptance as iterations progress. ALNS terminates after a fixed number of iterations or when no improvement is observed. Additionally, a path-relinking process improves efficiency by fixing routes that exactly match historical results and carry equal or more passengers, thereby excluding them from further iterations. Results: The proposed approach leveraged high-quality historical data to generate highly competitive results. Case studies using real travel data from Nanjing demonstrated that the modified ALNS algorithm, incorporating route similarity, outperformed the common ALNS in terms of effectiveness, convergence speed, and route similarity. By using the modified MSE algorithm that accounted for historical scenarios, the proposed algorithm improved route feasibility, stability, and quality compared with common similarity analysis methods. Moreover, selecting historical data from scenarios that closely matched the current situation helped ensure high-quality routing. Increasing the time window length reduced the total travel cost while maintaining a consistent level of route similarity. As the weight of the similarity cost parameter increased, the similarity between current and historical routes steadily rose until reaching a maximum value of one, whereas the total travel cost gradually decreased, highlighting the algorithm's ability to balance cost efficiency and route consistency effectively. Conclusions: Using historical route data that are similar to those used in current scenarios improves the quality of CB route planning solutions. This study not only advances research on CB route planning but also identifies gaps that serve as potential directions for future research. Exploring heterogeneous fleets, accounting for uncertain travel times, and incorporating additional heuristic techniques may further enhance the operational efficiency and practical applicability of the results.The research results of this paper can provide a reference for solving the CB line planning problem by using historical information.

关键词

需求响应型定制公交 / 车辆线路规划 / 数据驱动 / 序列相似度匹配算法 / 自适应大规模邻域搜索算法

Key words

demand-responsive customized bus / vehicle route planning / data-driven / sequence similarity matching algorithm / adaptive large neighborhood search algorithm

引用本文

导出引用
黄迪, 刘子煜, 刘月, . 数据驱动的需求响应型定制公交线路规划[J]. 清华大学学报(自然科学版). 2026, 66(3): 638-650 https://doi.org/10.16511/j.cnki.qhdxxb.2025.26.039
Di HUANG, Ziyu LIU, Yue LIU, et al. Data-driven route planning for demand-responsive customized bus services[J]. Journal of Tsinghua University(Science and Technology). 2026, 66(3): 638-650 https://doi.org/10.16511/j.cnki.qhdxxb.2025.26.039
中图分类号: U492.2+2   

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基金

国家自然科学基金青年项目(72401065)

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