Author: Gurby Griffiths

Schedulers: get ‘armed with the knowledge’ to schedule

Objects for sketching and of work

Kieran Proctor explains why new schedulers need manual training to understand and learn their trade.

Scheduling is an essential job. It is the art of planning. With effective scheduling, it can minimise costs, increase efficiency and workflow and keep a business moving. Without it, a simple mistake can have a huge negative effect on the running of an operation. 

Objects for sketching and of work

Technology has certainly made a scheduler’s job easier, but anyone joining the industry cannot rely on this alone. How can you be certain that the computer has provided the best answer? This is where our training can help.

Essential training 

There are systems out there to make scheduling easier. Omnibus is one of the industry leaders in providing passenger transport software, whether that be to timetable, schedule, staff, record, manage and publicise services. Its managing director, Peter Crichton, agrees that technology alone is not enough for effective scheduling and says, “there’s no magic button”. 

routeone was invited by Omnibus to take part on its TransACT Manual Scheduling for Local Bus Services course, a two-day intensive course at Omnibus’ Oldham offices. 

It is open to anyone interested in planning and scheduling and takes place throughout the year. 

Kieran Proctor and Paul Wreghitt are the principal trainers, however, it has a larger team of experienced schedulers who are able to deliver the course if either one of them is unavailable. 

Keiran says: “We have both been running the courses since Omnibus took over, initially with Jim Hulme there to guide us but we are now running these ourselves.” 

Mystery of scheduling 

This course has a long history and was originally developed by Jim in the late 1970s. 

Kieran says: “When Jim first entered into scheduling, he encountered a very experienced scheduler who would protect his work by covering it with his arms, and created a feeling of mystery as to how the schedules were actually produced. 

“Jim recognised that this was a very good scheduler, but he just couldn’t explain how he actually did what he did. 

“This made Jim determined to find a way to explain to others exactly how timetables, schedules, duties and rosters are created and having found a way, he ran his first course in 1977.” 

Since then, the course has developed in line with the operating practices of the day, however, despite 40 years passing since its inception, the core lessons and methods outlined have remained true and continue to be relevant today. 

Omnibus took on the running of this course with Jim’s blessing in 2018 and hopes to continue developing and delivering these lessons for the next generation of schedulers entering the industry. 

Kieran adds: “We firmly believe in giving people all the knowledge and tools they require to do their jobs as best as they possibly can, so this course fits perfectly into this ethos.”

Course welcome 

The course covers a broad range of subjects: service specification, timetable design and construction, public timetable, bus scheduling, bus workings, working timetable, running board, duty scheduling, daily duties, duty rostering, duty roster and allocation – all of which are connected to form the scheduling system. 

“It gives the attendees a good idea of what is involved in getting bus services out there onto the roads in the real world,” Kieran says. 

“It would seem easy at first to say that a service should run every 15 minutes between the town and the outskirts, however, certain factors such as peak-time congestion and the availability of both drivers and buses have huge effects, and it is the skill of the scheduler that determines how well these issues are addressed.” 

He explains that also understanding how and why certain things may happen within a network schedule is important throughout all roles within the industry. “I believe this course arms all who attend with the knowledge required to do just that.”  

Omnibus says its TransACT Schedules Training Course is “designed to serve as a good foundation for those who need to create or have a working knowledge of bus timetables and their operational effectiveness”. 

During the training, it introduces the theory of good bus timetabling, including the creation of efficient vehicle workings and the relationship between these two disciplines. 

It also focuses on the creation of cost-effective driver duties and the impact that these can have on the vehicle workings and timetables, before also touching on the production of workable driver rosters. 

It adds: “This is all aimed at arming attendees with the tools required to produce efficient schedules that work for you as the transport provider and, perhaps more importantly, work for your customers too.” 

Says Kieran: “Jim had people on the course say ‘yes, that is exactly what I do’, so the method must be right.” 

routeone’s experience 

We soon discovered that it does not matter whether you’re a new scheduler, never scheduled or just want to brush up on the skill – the course is suitable for everyone with an interest in “the art”. 

Omnibus provides all of the tools needed to complete the course, pen, pencil, ruler, rubber and a booklet with all of the information needed. 

The course provides an in-depth look at manual scheduling, and is hands-on, so you are required to do the work in the book provided. 

Part one/day one of the course looks at timetables and bus scheduling, and part two/day two looks at duty scheduling. 

The maths is fast and the tip given at the beginning, which everyone stuck to was, “always use a pencil” – but the Omnibus team provide all the support needed to help get the right answers. 

No calculators are provided, however, for some trickier of the sums, but exceptions were made to double check the answers. 

You learn some tricks of the trade such as: “Don’t discourage drivers by having days off further apart. If when planning the roster you give a driver, for example, Friday and Sunday off, they may call in sick on the Saturday to get a three-day weekend. Try and give them consecutive days.” 

There’s no denying that this course could have many benefits on an operation, making it more efficient and saving time and money.

This article originally appeared in routeone magazine.

Bringing fares data to Welsh bus passengers

Caucasian man listens to music while traveling in an urban bus

Traveline Cymru partnered with Omnibus to develop an innovative process for handling fares data and cross-referencing it with timetable information.

Omnibus has been working closely with Traveline Cymru to bring fares information to the bus users of Wales. It means that Wales is ahead of other parts of the UK in disclosing this vital information.

Caucasian man listens to music while traveling in an urban bus

In England the Bus Services Act contains regulations made under the new open data provisions and new ticketing powers that aim to make it easier for bus passengers to use buses, move between different modes of transport and access timetables, fares and routes. However, it is perhaps worthwhile noting that Wales is ahead of England when it comes to those elements regarding publicly available information about bus fares.

Software supplier Omnibus has worked closely with Traveline Cymru and its partners to develop an innovative process for handling fares information, cross-referenced with timetable data. It means that bus users, not to mention potential bus users, can access detailed bilingual bus fares information via the Traveline Cymru service, be that online, through the organisation’s Freephone number, or via its smartphone apps.

The decision to include fares information within Traveline Cymru’s service came about because in the past the organisation’s contact centre agents were frequently asked for fares information.

“At that time, they had huge bound files containing printed fare tables,” says Kevin Roderick, Traveline Cymru’s Service Delivery Manager. “This was a long-winded and cumbersome task that added considerable time to the call length.”

He adds that it had long been agreed nationally that including fares alongside journey planning information was a long-term aspiration “but there was no action being taken so we decided to go our own way and make it happen”.

Roderick believes that the full disclosure of fares data was important for the Traveline Cymru service. “With any other mode of transport, you would be able to easily get the information about what your journey was going to cost, even by car,” he says. “With bus a lot of people usually turn up and trust they can afford it.”

There were obstacles to be overcome, in particular that there was no legal requirement to force operators to disclose their fares to Traveline Cymru when registering a bus service. Fares can be changed by operators largely at will and, usually, at short notice. It means that Roderick and his colleagues rely entirely on goodwill from the operators to send Traveline Cymru updates about when fare changes are made.

Of course, that seems simple when compared to the task of processing the fares information and then presenting it in a standardised format. Initially Roderick and his colleagues tried to extract the information directly from the back offices of each operator’s Electronic Ticket Machine (ETM) supplier.

“However, as we were not direct customers, we had to have individual contracts with each bus operator,” explains Roderick. “The issues arose when back offices were updated or had patches added and we had to return to our system suppliers to make amendments to the software constantly. This became too costly to continue.”

It was at this point that Traveline Cymru began to examine a common denominator that had the potential to provide an effective one-size-fits-all solution. Roderick and his colleagues determined that the ETMs of every Welsh bus operator are effectively reading a fare chart in order to calculate a passenger’s fare, so, effectively, the ETM has the ability to print a fare table for each route.

“This means that they can supply us in electronic format either a spreadsheet, text file or PDF,” says Roderick.

Working with partners that included Omnibus, Traveline Cymru then determined a desired ‘standard’ spreadsheet format from the raw ETM fare table data. From this, software was developed that could ‘read’ Microsoft Excel, text or PDF fare table files and convert them into spreadsheets that would create a standardised data set. The software also has the benefit that it can be used to manually create fare tables for the rare file formats that the software cannot automatically ‘read’.

Rob West, Solution Architect for Omnibus, explains what the team did to enable the two sets of data, fares and timetables, to work together in the journey planner: “There is no standardised bus stop location code common to both the fare data and the timetables. We therefore developed a GIS-based tool that assists a skilled and knowledgeable user to cross reference the fare stage codes used in the standardised fare data with the NaPTAN codes used in each timetable route variant, to get the two data sets working together.”

It has been a lengthy and complex process to reach the stage where the majority of fares information is now freely available to the public.

“We started this process as far back as 2014 or 2015,” admits Roderick. “We did not make any real progress until the middle of 2016 when we set up the current system. We initially had good response from the larger operators and local authorities and were able to create around 65% of available fares quite quickly (beginning of 2017). This slowed somewhat when we went for medium operators and are currently holding around 90% of all fares.”

Traveline Cymru is now actively working with smaller operators in order to include their fare information but Roderick admits that this has its challenges. “This is likely to be slower work as they have numerous other tasks to perform and less knowledge of their ETM back office functions,” he says. “We will, in all likelihood, visit each and offer to extract the information on their behalf.”

“This has been an exciting project to have been a part of,” says Michael Meilton, Special Projects Manager for Omnibus. “There is a reason why this hasn’t been done before as it is extremely complicated to do, but Traveline Cymru is streets ahead of its counterparts in England who are faced with the challenge presented by the Open data elements of the Bus Services Act, which is still only in the planning stage. Traveline Cymru established a need to provide more comprehensive information to passengers and found a practical way to deliver results in a reasonable period of time.”

Despite these challenges, Roderick says the process has been valuable with extremely positive feedback. “All have welcomed the inclusion of this information,” he adds. “We are now in a position where we can look at a new phase of development and look at integration of tickets, rider ticket zones and improvements to how fares are displayed to customers.

“We believe that having all the information a customer needs to plan and make a bus journey improves the customer experience and, although it has been a difficult process at times, the outcome is well worth having.”

In addition to certain elements in the fares data process, Omnibus also supplies Traveline Cymru with the software to create and export timetable data for the entire country.

“The requirements on operators to provide additional data are forever increasing,” Meilton continues. “Omnibus continues to play a significant role in data exchange, by allowing operators to export data electronically (such as Electronic Registrations), and providing data tools for organisations including Traveline Cymru, to process it.”

Oldham-based Omnibus supplies scheduling software and management tools to numerous bus operators across Wales, including First, Cardiff Bus, Newport Transport and ComfortDelGro subsidiary, New Adventure Travel.

This article was first published in Passenger Transport’s special ‘Buses in Wales’ publication in 2018.

Omnibus works to solve open fares data conundrum

Jo Foxall is the operations director at Traveline Cymru

Software supplier has worked closely with Traveline Cymru to bring fares data to Welsh bus users alongside other developments.

Omnibus has worked closely with Traveline Cymru to develop an innovative process for handling fare data and cross-referencing it with timetable data.

It follows close working between the software specialist, Traveline Cymru and SilverRail.

Jo Foxall is the operations director at Traveline Cymru

The result is that bus passengers in Wales can now access detailed information about bus fares using the Traveline Cymru service via its contact centre, website and apps for iPhone and Android smartphones.

It is a widely acknowledged fact that handling fare data is highly complex for many reasons with thousands of individual fares across Wales. Operators can also be understandably wary of publishing data as fares can change frequently, meaning the information can quickly go out of date, and there may be issues with commercial sensitivity.

An added complication is the wide variety of ticket machines in use that manage fare data, each one with its own data exchange format. To add to the complexities, fare data is often managed by different staff and not always cross-referenced to timetables, so different bus stop codes or names are used in the different systems.

“It was always seen as something that was intensely difficult to do,” explains Jo Foxall, Traveline Cymru’s Operations Director. “The big issue was just how would we keep the data up-to-date as there is no legal process that requires operators to provide the information. Luckily we have very close relationships with the operators and we worked hard to build those bridges.”

While the larger operators were able to use electronic systems to transfer their fares data to Traveline Cymru, some of the smaller operators relied on paper-based systems to record their fares data.

Foxall admits that this disparity in methods to transfer information was something of a challenge. However, Omnibus worked closely with both Traveline Cymru, an organisation called Change++ and the operators to create a system that ‘reads’ fares data from the wide variety of electronic ticket machine systems deployed by Welsh operators.

Meanwhile, a special software tool was constructed that aims to harmonise those potential issues created by the disparity between locations and fare stages. It is a move that exploits the talents of Omnibus, which is the UK’s leading supplier of operational software to the passenger transport industry and backed up by more than 25 years’ experience in providing public transport operators and local authorities with systems that meet their needs.

“It has been a lengthy and complex process, but the feedback from service users has been extremely positive,” says Foxall. “It’s not that long ago that our contact centre were using bound hard copy files of fare tables; now it’s available on screen.

“The relationship with Omnibus has also been particularly rewarding as they have been extremely responsive to our needs and requirements. If we have any issues we just need to pick up the phone and they are on the case.”

This article first appeared Passenger Transport’s special Buses in Wales publication in 2017.