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Automated fare collection

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Ticketing system
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The examples and perspective in this articledeal primarily with North America and do not represent aworldwide view of the subject. You mayimprove this article, discuss the issue on thetalk page, orcreate a new article, as appropriate.(April 2022) (Learn how and when to remove this message)
The former AFC barrier gates atSouthern Cross station in theMelbourneMetcard AFC System

Anautomated fare collection (AFC) system is the collection of components that automate the ticketing system of apublic transportation network – an automated version ofmanual fare collection. An AFC system is usually the basis forintegrated ticketing.

System description

[edit]
A RFID contactless transit card being validated at aticket barrier

AFC systems often consist of the following components[1] (the "tier" terminology is common, but not universal):

  • Tier 0 – Fare media
  • Tier 1 – Devices to read/write media
  • Tier 2 – Depot/station computers
  • Tier 3 – Back office systems
  • Tier 4 – Central clearing house

In addition to processing electronic fare media, many AFC systems have equipment on vehicles and stations that accepts cash payment in some form.

Fare media

[edit]

AFC systems originated with tokens or paper tickets dispensed by staff or from self-service vending machines. These have generally been replaced withmagnetic stripe cards.

Since their introduction in 1996 with theUpass in Seoul, South Korea, and later withOctopus card in Hong Kong in 1997,contactless smart cards have become the standard fare media in AFC systems, though many systems support multiple media types.

photograph of fare cards on a red fluffy carpet, with multicoloured fairy lights in the background. the mood is warm and dark. the cards are a black presto card, and a yellow bee card
Example of two fare cards, Presto and Bee, used in Ontario and New Zealand respectively.

More recently, contactless smart cards from bank networks have been seen more frequently in AFC.

Devices to read/write media

[edit]

These take numerous forms, including:

  • Ticket office terminals – where a media holder can purchase a right to travel from staff in an office, or enquire as to the value and travel rights associated with the media
General ticketing machines at theExpo station inSingapore, where commuters can add value to theirEZ-Link card or purchase a single trip ticket.
  • Ticket vending machines – where a media holder can purchase a right to travel from a self-service machine, or enquire as to the value and travel rights associated with the media
  • Fare gate – often used in atrain station so a media holder can gain access to apaid area where travel services are provided
  • Stand-alone validator – used to confirm that the media holds an appropriate travel right, and to write the usage of the media onto the media for later verification (e.g. by a conductor/inspector). Often used inproof-of-payment systems.
  • On-vehicle validator – used by a media holder to confirm travel rights and board a vehicle (e.g. bus, tram, train)
  • Inspector/conductor device – used by staff such as aconductor to verify travel rights

Unattended devices are often called "validators", a term which originated with devices that would stamp a date/time onto paper tickets to provide proof of valid payment for a conductor.

Depot/station computers

[edit]
Automated Opal Card fare gates at Victoria Cross Station inSydney

Used to concentrate data communications with devices in a station or bus depot. Common in older AFC systems where communication lines to upper tiers were slow or unreliable.

Back office

[edit]

Servers and software to provide management and oversight of the AFC system. Usually includes:

  • Fare management – changing of fares and fare products
  • Media management – support for blacklisting of lost/stolen media
  • Reporting – periodic reports on performance of the AFC system, financial details and passenger movements

Clearing house (Central Management System)

[edit]

In environments where multiple system operators share common, interoperable media, a central system similar tothose used in stock exchanges can be used to provide financial management and other services to the operators such as:

  • Clearing and settling of funds
  • Common reporting
  • Apportionment of revenue between operators

Automated fare collection in Japan

[edit]

Japanese ticket gates feature a high-speed mechatronic component within an automated fare collection (AFC) gate responsible for processing magnetic stripe paper tickets. This mechanism is distinct from the solid-state contactless readers used for IC cards (such asSuica orFeliCa), though both systems are typically integrated into a single gate. The transport mechanism's primary function is to physically pull a ticket through a series of internal components that read, validate, write new data to, and finally either eject or capture the ticket.

These mechanisms are engineered for extremely high throughput, with Japanese railway standards often requiring a processing capability of up to 60 passengers per minute per gate.[2]

The inside workings of aJapanese automated fare collection gate, 2015

Core Mechanical Components

[edit]

The internal assembly of a magnetic ticket transport system consists of several key modules:

  • Ticket Separation Module: At the insertion slot, a set of high-friction rollers and belts (an "automatic separation module") is designed to grab a ticket. This module must accurately feed only one ticket at a time into the transport path, even if multiple tickets are inserted in quick succession (such as a base fare ticket and an express supplement).[3]
  • High-Speed Transport Path: A series of belts and precision rollers guides the ticket through the machine's interior at a high, constant velocity. This is critical for ensuring the magnetic read/write heads can process the data stripe accurately.
  • Magnetic Read/Write Heads: The ticket is passed over one or more magnetic heads.
    • ARead Head first scans the magnetic stripe to retrieve existing data, such as the ticket's value, issuing station, and time of entry (if any).
    • AWrite Head then encodes new data onto the stripe. For an entry gate, this is typically the station code and time. For an exit gate, this may be a "zeroed" value to invalidate the ticket.
  • Ticket Capture/Ejection Module: After validation, a high-speedsolenoid or mechanical diverter actuates. This diverter routes the ticket to one of two paths:
  1. Ejection Path: The ticket is returned to the passenger at the exit slot (used for entry, or on multi-use passes).
  2. Capture Path: The ticket is diverted into an internal collection bin, signifying the journey is complete and the fare has been collected.
  • Sensors: A network ofphoto-electric cells (light beams) and mechanical sensors is used throughout the path to detect the ticket's position, prevent jams, and track the passenger's movement through the gate, ensuring the barrier flaps do not close on them.[4]

Process Flow (Magnetic Ticket)

[edit]

The mechanism's operation differs based on whether the passenger is entering or exiting a paid area.

Entry Process

[edit]
  1. A passenger inserts a valid ticket.
  2. The separation module feeds the ticket into the transport path.
  3. The read head scans the ticket to confirm its validity.
  4. The internal CPU validates the ticket, and the write head encodes the current station and time data onto the magnetic stripe.
  5. The ticket is routed to the ejection path and returned to the passenger, all in approximately 0.7 seconds.

Exit Process

[edit]
  1. A passenger inserts the ticket, which now contains entry data.
  2. The read head scans the entry station and time.
  3. The gate's processor calculates the required fare based on the stored journey data.
  4. If the fare is valid and paid, the write head may invalidate the ticket, and the capture module solenoid diverts the ticket into the collection bin.
  5. If the fare is invalid (e.g., insufficient funds), an alarm sounds, the barriers close, and the ticket is often routed back to the passenger via the ejection path.


Automated fare collection in Canada

[edit]
Compass fare gates that are used at train stations across theMetro Vancouver Regional District

Canada's first public transit agency, the Toronto Street Railway Co., started in 1861 with a horse-drawn streetcar service but it was not until 1912 that the City of Toronto began deliberations on fare collection.[5] It was not until 126 years later (in 1987) that Mississauga Transit became one of the first Transit Agencies in Canada to implement an Electronic Farebox.[6] Since then, almost every major city in Canada has adopted use of electronic fare boxes.

Notably, Canada also produces fare collection devices for various transit agencies in North America.Trapeze Group., located inMississauga,Ontario, currently manufactures and develops high tech fare collection solutions.


Automated fare collection in the United States

[edit]
Turnstiles on theMBTA used for automated fare collection.

The first faregates in the United States were installed experimentally in 1964 at Forest Hills and KewGardensLong Island Rail Road stations in Queens;[7] the first systemwide installation was onIllinois Central Railroad (IC) in 1965 for its busy Chicago commuter service (today'sMetra Electric.) Financed entirely from private funds, AFC was expected to reduce operating costs bydecreasing on-board crew sizes and eliminating station agents at all but the busiest stations.Cubic’sIC system featured entry-exit swipes (NX) to enforce zonal fare structures, checks against fraud,used ticket collection, and ridership/revenue data collection capabilities.[8] It served as a prototype for the San FranciscoBay Area Rapid Transit (BART),[9]Washington Metropolitan Area Transit Authority (WMATA),[10] and Philadelphia’sPort Authority Transit Corporation(PATCO)Lindenwold Line NX-zonal AFC systems.[11] These railroad-style systems requiredcomplex computer data processing on faregates or remotely on a central computer, and thuswere not suitable for buses. Similar systems are still in use on Japan and Taiwan’s commuterrailroads, and the London Underground.[12]

Metropolitan Atlanta Rapid Transit Authority (MARTA)’s desire for simpler AFC systemsresulted in Duncan (traditionally aparking meter vendor) developing turnstile machines forentry-only subway fare collection.Chicago Transit Authority (CTA)’s ChicagoCard, BostonMassachusetts Bay Transportation Authority (MBTA)’s previous generation “T-Pass”, andNew York City Transit (NYCT)’s MetroCard systems could all be considered MARTA’s 1977 system’s conceptualdescendants.

Bus fareboxes had hitherto been much simpler devices, mechanically registering coins depositedon accumulating registration counters. Duncan’s 1973 “Faretronic” farebox was the first toelectronically count coins and collect revenue/ridership data by fare class. Keene quicklyfollowed suit, introducing a design meetingUrban Mass Transit Administration (UMTA) Section15 reporting requirements, also collecting fuel consumption and bus mileage data.[13] In NewYork, mechanical fareboxes were preferred for ease of maintenance until widespread deploymentof Cubic'sMetroCard for buses in 1997. Venerable GFI fareboxes featuring magnetic passreaders requiring cash single fares lasted in Boston untilScheidt-Bachmann’sCharlieCard wasintroduced in 2006.

Examples

[edit]

This is a list of a few notable AFC systems. (SeeList of smart cards for a comprehensive list of AFC and other systems based on contactless smart cards.)

LocationBrandNotes
NetherlandsOV-ChipkaartThis is the Dutch national AFC system. It works on all types of public transport in the whole country including Bus, Tram, Metro and Train (both regional and intercity). The system is sponsored by the Dutch government and run by Translink Systems in cooperation with individual transportation companies.
IrelandLeap CardContactless smart cards for public transport
IncheonCashbee cardProvides a various AFC solutions and consulting services(EB Card - LDCC)
BusanCashbee cardProvides a various AFC solutions and consulting services(Mybi - LDCC)
Londonoyster cardcan be used on anyTFL(transport for London) service and other transit within London
MetroBostonCharlie cardA contactless transit card launched in November of 2004, and going into effect in December of 2006.
TehranE-TicketContactless smart cards for transportation(Subway and Bus)+Parking meter+CharityBox
İzmirİzmirimkart[14]Contactless smart cards for transportation
Istanbulakbil/istanbulkart[15]Contactless smart cards for transportation, supports 14 different operators since 1995.
SeoulT-moneyProvides a various AFC solutions and consulting services
Hong KongOctopus cardThe first to use contactless smart cards in volume
PhilippinesBeep cardIntermodal AFCS solutions andsmart city design
Philippines Region 3DyipPay Revolution Corporation - Digital Pasahe CardlessSmartphone agnostic AFCS solutions and QR code for jeepneys, tricycles design with modern technology
AnkaraAnkaraKart[16]Contactless smart cards for public transport
IndiaNCMCContactless smart cards for public transport
MedellínCívicaContactless smart cards for public transport
MelbourneMykiContactless smart cards for public transport
SydneyOpal cardContactless smart cards for public transport
Metro VancouverCompass CardContactless smart cards for all modes of public transit in the Metro Vancouver Regional District
MoscowTroika cardContactless smart cards for public transport
SingaporeEZ-LinkSupports the broadest number of modes, including tolls
TbilisiMetroMoneyContactless smart cards for public transport
Southern OntarioPresto cardSupports multiple cities in Southern Ontario, used by the majority of transit operators in theGreater Toronto,Hamilton &Ottawa Area
New YorkMetroCardA magnetic stripe system in the largest transit system in the USA
ChicagoVentraThe largest automated fare collection contract ever placed in North America.[17]
San Francisco Bay AreaClipper cardContactless smart cards for public transport
BangladeshSPass[18]Contactless smart cards in Bangladesh.
MalaysiaTouch 'n GoContactless smart cards Solutions provider.
ThailandRabbit CardRabbit contactless smart cards is an e-money system that can be used on the BTS and other mass transit networks.[19]
Niagara Fallsi-Ride Card[20]i-Ride contactless smart card is a ride-based system that can be used in the Niagara Falls region of Ontario.[21]
MontrealOpus CardContactless smart cards for public transport
WinnipegPeggo Card[22]Contactless smart cards with online purchase and automated reload capabilities
Washington DCSmarTrip CardFirst contactless smart card for transit in theUnited States
KyivRidangoAutomated Fare Collection System
TallinnRidangoAutomated Fare Collection System
BakuKentkartContactless smart cards for public transport
DohaKentkartContactless smart cards for public transport
LahoreKentkartContactless smart cards for public transport
PeshawarSANTELContactless smart cards for public transport
AthensATH.ENA CARDContactless smart cards for public transport

See also

[edit]
  • Calypso, an international electronic ticketing standard, originally designed by a group of transit operators
  • CIPURSE, is an open security standard for transit fare collection systems

References

[edit]
  1. ^"The ticket to a better ride: How can Automated Fare Collection improve urban transport?".blogs.worldbank.org. 27 February 2019. Retrieved2021-02-23.
  2. ^"Passenger Service Technologies".Japan Railway & Transport Review (24):50–57.
  3. ^"Anomaly Sign Detection for Automatic Ticket Gates by Histogram Limitation Method".PHM Society. 2022.
  4. ^GB 1263542A, "An automatic ticket gate", assigned to Omron Tateisi Electronics Co. 
  5. ^"A History of Fares on the TTC". Transit Toronto.
  6. ^Forum Transit General Fact Sheet Mississauga
  7. ^Fare Demonstration Project. In Headlights, Magazine of Electric Railroaders’ Association,Inc., New York, N.Y., August, 1964.
  8. ^Illinois Central Railroad. Illinois Central’s Gamble at Chicago: Private Breakthrough for aPublic Cause. Chicago, Ill., circa 1968.
  9. ^Buneman, Kevin. Automated and Passenger-Based Transit Performance Measures. InTransportation Research Record 992, pp. 23-28, Transportation Research Board of the NationalAcademies, 1984.
  10. ^Miller, Luther S. AFC: A Fare Deal for All – Mass Transit Automatic Fare CollectionSystems. In Railway Age, Issue 5, Volume 195, May, 1994.
  11. ^Vigrass, J. William. The Lindenwold (New Jersey to Philadelphia) Hi-Speed Line: TheFirst Twenty Years of the Port Authority Transit Corporation (PATCO). West Jersey Chapter,National Railway Historical Society, Cherry Hill, N.J., 1990.
  12. ^Ford, Roger. Technology Update: Ticket Issuing and Revenue Control. In ModernRailways, Volume 41, Pages 256-257, May, 1984.
  13. ^Young, David. The Business of Fare Collection. In Mass Transit Magazine, September,1977.
  14. ^İzmirimkart, İzmirimkart."İzmirimkart".
  15. ^"akbil/istanbulkart". Archived fromthe original on 2017-07-08. Retrieved2017-07-14.
  16. ^AnkaraKart, AnkaraKart."AnkaraKart".
  17. ^"Cubic Selected for Chicago Open Standards Fare System Contract". Cubic Transportation Systems. 17 Nov 2011. Archived fromthe original on 1 August 2013. Retrieved2013-03-20.
  18. ^Spass, Spass."Spass".
  19. ^"What is Rabbit | rabbit". Archived fromthe original on 2014-07-29. Retrieved2012-08-04.
  20. ^i-Ride Card, i-Ride Card."i-Ride Card".
  21. ^"Niagara Falls Transit i-Ride Pass Card". City of Niagara Falls, Canada.
  22. ^Peggo Card, Peggo Card."Peggo Card".
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