T his paper considers mathematical optimization for the multistage train formation problem, which at the core is the allocation of classification yard formation tracks to outbound freight trains, subject to realistic constraints on train scheduling, arrival and departure timeliness, and track capacity. The problem formulation allows the temporary storage of freight cars on a dedicated mixed-usage track. This real-world practice increases the capacity of the yard, measured in the number of simultaneous trains that can be successfully handled. Two optimization models are proposed and evaluated for the multistage train formation problem. The first one is a column-based integer programming model, which is solved using branch and price. The second model is a simplified reformulation of the first model as an arc-indexed integer linear program, which has the same linear programming relaxation as the first model. Both models are adapted for rolling horizon planning and evaluated on a five-month historical data set from the largest freight yard in Scandinavia. From this data set, 784 instances of different types and lengths, spanning from two to five days, were created. In contrast to earlier approaches, all instances could be solved to optimality using the two models. In the experiments, the arc-indexed model proved optimality on average twice as fast as the column-based model for the independent instances, and three times faster for the rolling horizon instances. For the arc-indexed model, the average solution time for a reasonably sized planning horizon of three days was 16 seconds. Regardless of size, no instance took longer than eight minutes to be solved. The results indicate that optimization approaches are suitable alternatives for scheduling and track allocation at classification yards.

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This paper considers multi-stage train formation with mixed usage tracks at a marshalling yard without departure yard. A novel integer programming model for scheduling shunting tasks as well as allocating arrival yard tracks and classification bowl tracks is presented. By taking a comprehensive view of the marshalling yard operations, more effective schedules can be found, and a variety of characteristics can be optimised, including shunting work effort, number or cost of tracks, and shunting task start times. Two different objective functions are evaluated: minimising work effort in terms of wagon pull-backs and minimising track costs. A procedure for finding a hot-start solution with few wagon pull-backs is also presented. The proposed model is tested on real data from Sävenäs marshalling yard in Sweden. The results show that the method is able to return an optimal schedule for a planning period of 4 days if the hot-start solution is optimal or the remaining problem is tractable for the heuristics in CPLEX.

Planning the operational procedures in a railway marshalling yard is a complex problem. When a train arrives at a marshalling yard, it is uncoupled at an arrival yard and then its cars are rolled to a classification yard. All cars should eventually be rolled to the classification track that has been assigned to the train they're supposed to depart with. However, there is normally not enough capacity to compound all trains at once. In Sweden, cars arriving before a track has been assigned to their train can be stored on separate tracks called mixing tracks. All cars on mixing tracks will be pulled back to the arrival yard, and then rolled to the classification yard again to allow for reclassification. Today all procedures are planned by experienced dispatchers, but there are no documented strategies or guidelines for efficient manual planning. The aim of this paper is to examine operational planning strategies that could help dispatchers find a feasible marshalling schedule that minimizes unnecessary mixing. In order to achieve this goal, two different online planning strategies have been tested using deterministic and stochastic simulation. The Hallsberg marshalling yard was used as a case study, and was simulated for the time period between December 2010 and May 2011. The first tested strategy simply assigns tracks to trains on a first come-first served basis, while the second strategy uses time limits to determine when tracks should be assigned to departing trains. The online planning algorithms have been compared with an offline optimized track allocation. The results from both the deterministic and the stochastic simulation show that the optimized allocation is better than all online strategies and that the second strategy with a time limit of 32 hours is the best online method.

The Swedish infrastructure manager Trafikverket is funding research for timetabling optimization tools as part of their overall mission to utilize the existing infrastructure more efficiently. Currently, Trafikverket is modernizing both planning processes and the IT architecture, and will soon be ready to start using optimization tools on a broad scale. Meanwhile, innovative uses of a prototype developed at SICS has shown how a prototype does not necessarily merely serve to pave the way for a future, large-scale implementation. This paper shows how computers in railway planning, coupled with OR techniques, relevant data and apt modeling, can help provide a future user with valuable insights even before the fully-fledged tool is in place.

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