Unified Fare Payment and Chicago Bike Share

There hasn’t been a lot of recent news about the bike share system coming to Chicago (hopefully) this spring. As Twitter user @JustinHaugens points out, Alta Bike Share (a consulting firm) only recently posted management positions for Chicago (here’s one).

At this point, we really have no idea what the stations will look like, but we can look to Capital Bikeshare in DC and Nice Ride in Minneapolis to get an idea, since Alta played a role in both systems’ development.

Capital Bikeshare station. Credit: Bike Arlington.

We also don’t know what the “key” will look like, but here’s another idea:

Capital Bikeshare key used to unlock bicycles. Credit: Mr. T in DC

Ideally, the “key” used to unlock a bike at a station should not be a unique, distinct key, but instead should be integrated with the rest of Chicago’s transportation payment methods.

It’s a bit of a stretch to believe this would have happened initially, especially since not every transportation option in Chicago currently has the same payment system. But this is exactly how it should be. Everyone in the Chicago region should be able to use one card to pay for all public transportation in the region: Metra, Pace, CTA, and, soon, bike share.

I’m not in the position to suggest who exactly should oversee such a payment system or ensure that payment makes its way to the correct transportation entity, but the point is that it should exist in the future. So many American cities have disconnected transportation payment mechanisms. New York in particular is pretty awful at this: On a recent trip visiting a friend in Jersey City, a trip to Manhattan requires taking the Hudson-Bergen Light Rail ($2.25 per ride), then a PATH train ($2.25), and, depending on the destination, a ride on the Subway ($2.25). All require different farecards. Indeed, New York and New Jersey are different states, but we should expect more cooperation among transportation networks in the country’s largest metropolitan region. This is not unique, either; many cities across the country require different fare payments on their different transportation systems.

We’ll go across the Atlantic to—you guessed it—Paris, where transportation in the region (Ile-de-France) is spread across different brands, service levels, and government entities but is unified by one payment mechanism, including the bike share system, Vélib. The Syndicat des transports d’Île-de-France (STIF), or “Transport Organization Authority”, oversees the transportation in the region (similar to RTA in Chicagoland). You can get a ride from the suburbs on a regional Transilien or RER train to central Paris, where you can transfer to the Metro, and finally grab a bike from a Vélib station, all using just one card: The Navigo pass.

Wireless Vélib card used to unlock bike at staion.

You can, of course, still buy paper tickets (which are still unified across modes) for the Metro, RER, or Transilien, or get a Vélib card if you don’t use public transportation often. Paying the fare doesn’t get one a ride on Vélib, though: a separate annual subscription is still required, it’s just loaded onto the same card. In the future, you’ll likely be able to use your phone to do the same thing.

It should be noted that Paris is perhaps unique in integrating all modes, for even London’s Cycle Hire has not integrated its payment system with the Oyster card. If you’re aware of other cities that do integrate their bike share systems with their public transportation payment systems, let me know in the comments.

If CDOT were to talk with CTA and find a way to integrate the future bike share system with the forthcoming Ventra card, it could reduce a significant barrier to using the bike share system. If we assume the Chicago system will be similar to Minneapolis and DC, it means having to register online to receive a key or pay-per-day at a kiosk. By offering an option to pay an extra few dollars per month or year on the unlimited Ventra card in order to use bike share, a new connection could be made between CTA and a user’s final destination, and increase use of the bike share system. When the day comes where Metra integrates Ventra, it could create even more options. Could we see the day where denser suburbs, like Evanston and Oak Park, have their own bike share systems that also integrate with Ventra?

Aside from the payment mechanism, how the bikes are released is also important – if it is to be like Nice Ride, where the key is inserted into a slot to release the bike, it means there is no immediate possibility to implement wireless cards at the stations to release a bike. If wireless cards were implemented instead, we could see people unlocking bikes using smartphones, RFID-enabled credit cards, Ventra, or the bike share’s own card. It could even go so far as to wireless hotel keys being linked to the system – 24-hour memberships paid by hotels to help their guests get around, or single-use cards being issued for certain events.

Without a doubt, Alta has looked around the world at the best practices for bike share and has created some amazing systems. The fragmented organization of our city governments has also ensured that many of our transportation systems are inefficient. Smart transportation networks bridge the gap between these inefficiencies and create systems that are easy to navigate. A major part of this is ensuring that people can use the different systems with a common payment system. Hopefully, we will see more of this in the future.

EDIT: An earlier version of this post incorrectly stated that Alta manages Nice Ride in Minneapolis. Alta merely provided assistance in station location and site design guidelines.

Observations on Metra

Last weekend I took the Metra to and from my hometown to visit family and friends for the Thanksgiving holiday. I don’t use Metra as often as I used to when I was younger and lived far from Chicago, but I still use it occasionally and find a few problems with Metra as it currently is:

Fare Collections

Metra uses an antiquated fare system I wrote about when CTA Ventra was announced. Conductors still come around to sell and check paper tickets, which can be paid with cash only. Passengers who want to pay with a credit/debit card must pay in a staffed station. Not all stations are staffed, and some that are are not staffed at all times (especially weekends – when fewer passengers are using monthly fares and more are buying one-ride or weekend tickets). If a passenger arrives just moments before the train departs, does not have time to buy a ticket in a staffed station, and boards the train, they will be subject to a $3 surcharge per ticket for purchasing the ticket on the train.

It’s really kind of a mess for the nation’s single largest commuter rail network.

Continue reading

[Somewhat] Harmonized Fare Payment Comes to Chicago

If you’ve ever taken public transportation in Chicago, you may know that there are several ways to pay your fare – cash on buses, buy a farecard at a station, buy a pass at a store like Walgreen’s, or you may have seen or used a contactless Chicago Card. Today, the CTA announced a new way to pay your fare on both CTA trains and buses as well as Pace suburban buses: Ventra.

In case you didn’t know, the RTA (agency covering the CTA, Pace, and Metra) is required by the State of Illinois to have in place a single payment system for the CTA, Pace, and Metra by 2015. Today’s announcement means that this goal is 2/3 done.

Credit card with RFID chip

Credit card with RFID chip

The new Ventra farecard will also double as a prepaid debit card, which I am not too thrilled about personally, but you may form your own opinion. I don’t understand why a farecard can’t just be a farecard. Passengers will also have the opportunity to pay fares using a credit or debit card with a microchip inside. Many cards already have these chips, or you can ask your bank/credit card company to issue you a new card with this technology. I find this to be an excellent idea, and the CTA will be the first transit agency in America to have such a system. This could really speed up boarding on buses, especially for tourists. An advertising campaign will have to be in place to increase awareness of this function, however.

The lack of Metra is a serious issue, however. We’re more than halfway through 2012 and Metra has to be a part of a single fare payment system by 2015. If history is any indicator, the State will extend the deadline. I suppose if you keep lowering the bar, you’ll never have to fail. Some of the difficulties with Metra are well-known; Metra operates on a zone-based fare structure whereas Pace and the CTA have a single, unified fare (to a degree: CTA bus fare is $2.00 but $2.25 if you pay cash, and all rail fares are $2.25), exempt from the distance-based zones that Metra uses to assess fares. But anyone who has studied or visited other cities that operate zone-based transit systems knows it is not impossible to automatically collect fares.

Take Amsterdam, for example. If you’re visiting, you’ll probably purchase a temporary pass or a stored-value card. If you’re a resident or you frequent Amsterdam, you might have a more permanent and durable plastic card. Both cards have an RFID chip in them. When you ride the tram or the bus, you scan your card when boarding. And when alighting, you scan your card again. The cost of your journey is dependent on how far you traveled and is deducted when you leave the bus/tram/train. If you forget to scan your card when alighting, you’re charged . Visitors with daily unlimited passes don’t have to “check out,” as its called, because they have an unlimited pass.

OV-Chipkaart system in Amsterdam

OV-Chipkaart system in Amsterdam

The system is definitely slightly more complicated and hard to anticipate if you don’t know the distance of your route, and I don’t think that it is a great idea for all transit purposes. While it makes sense for networks like Metra that go long distances, it might be a social justice issue in cities like Chicago where the wealthier tend to live closer to work (downtown) while the poorer tend to live farther away from their place of work, thus causing a reverse correlation between the price-of-journey and income.

I feel that some of the issue with Metra not being a part of the CTA’s Ventra payment system is because Metra’s entire fare structure is antiquated as it is (Metra only recently began accepting credit cards at stations) and requires conductors to manually inspect each passenger’s ticket. Turnstiles are implausible due to the design of most Metra stations. A solution to this problem would be similar to how transit in Amsterdam is payed for: Passengers tap their card when boarding the train and tap it again when alighting. One issue I could think of is fare evasion or cheating the fare – either not paying, or “checking out” of the train before you actually get off, thereby paying a lower fare. Currently, Metra has conductors that roam the trains checking for passes or collecting payments. These conductors also leave the train at each stop and check for passengers on the platform. I assume they also use this opportunity to see who is boarding the train so they can go collect the fares from those passengers. With a system such as the one I propose, the conductors could also check that everyone boarding and leaving the train are tapping their cards. Conductors could also conduct random fare checks on passengers between stations to ensure that everyone is “checked in.” Those without these cards could purchase them from automated machines or attendants at stations or from a machine or conductor on the train.

My proposal is simple and without lots of technical detail, but it’s just a proposed solution to Metra’s fare problem. With a system like this, seamless transfers could be made between all three transit modes in the Chicago region. You could store money on each card and use it on all three networks, or have a monthly pass on one mode (CTA) and some stored money for those occasional Metra trips (and vice versa).

One more aspect that surprises me is that there is no announcement regarding the future Chicago bicycle-sharing network and the Ventra farecard. Any city that wishes to include all of its transit modes would include its bicycle-sharing network, even if it is in the future. I will be very disappointed if Chicago’s bicycle-sharing network membership card is not the Ventra card itself.

Time will tell if and when Metra is added to the Ventra card system and what method Metra uses to upgrade its fare payment infrastructure. For now, the Ventra payment system is a good start.