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Smart Ticketing

Smart Ticketing – A new Alliance to break through interoperability barriers
John Verity, Chief Advisor, ITSO Limited, Milton Keynes, United Kingdom

[an edited transcription by Johan van Ieperen – previously published on myUITP]

The Smart Ticketing Alliance represents a platform for cooperation and a coordinated approach for establishing ticketing interoperability for the Public Transport sector. It is an initiative by Calypso Networks Association, AFIMB (France), ITSO (UK), VDV (Germany) and UITP.

Smarter Travel

Smarter Travel is about joining up the different elements of a journey the passenger wants to make. We start with giving the customer the information necessary to plan the itinerary from one door to another door. Their journey goes from A to B and may cover many different modes of travel: on foot, bicycle, taxi, bus, tram metro, local, regional, national and international trains and even air travel. We are already well on our way on sharing the level of information necessary for our customers to plan that entire journey (e.g. through Open Data, using third party developers creating Journey Planner Applications).

The Smart Ticketing Alliance (STA) works from the other extreme: providing the permission to undertake that journey (booking the travel entitlements: the tickets)! Interoperable ticketing requires working towards specifications to put all those permissions inside and alongside in an electronic wallet.

It does not matter whether that wallet contains real tickets or just a token which refers to a back office where the data necessary to identify you during that journey. Furthermore, it can be pay-to-go, or a post paid system. In fact, it can be free of charge (i.e. concessionary fares – even if you do not have to pay a cent, you still have to be able to prove that you can travel for free).

When travel information and ticketing come together, the circle can be closed. We can actually start to redefine the journey based on real time information when there are disruptions in the services. The customer could receive a new itinerary and new permissions to travel using available alternatives.

Challenges

Smart Travel is about seamless mobility – to take away barriers even if that leg of the trip does not cost anything, like for walking. It has to cover all the elements (connections, itinerary, ticketing, and payment) from door to door, the last mile, for all modes, and across all borders.

Not one size fits all – we have to recognise this as a fact: there needs to be a balance between subsidiarity and interoperability. We are not going to provide one ticket that covers the entire journey. We will have to accept local solutions which are only applicable in that certain area. This requires a bottom-up approach (not top-down).

Taking the United Kingdom as an example where there is true interoperability on the rail network: with s about 2.800 stations, in theory, the matrix counts 2.800 x 2.800 travel possibilities. But when including the different fares, the matrix counts over 300 million cells! If the UK system is to be expanded to a European wide system including all transport modes then clearly that is moving many steps too far.

Moreover, we need to have an Open Architecture and Specifications for the way in which we will hold those permissions to travel. We already have Open Data in terms of Journey Planning (time tables, stop / station / facility locations, are they accessible, lifts and escalator status, etc) but we also have to look at ticketing in this way. Here we also have inter-/multi-/co-modal, cross-border, multi operated journeys, and all of those tickets can reside in that same single wallet which the customer then feels covers the whole of their journey unlike the situation today, scrabbling in their pockets for a collection of different sized tickets, some smart, some paper, some A4 sized or little bits of paper that get lost easily in the folds of your physical wallet. We have to be open and have a single specification for all of that

Smart Ticketing

In addition to the above, smart ticketing will have to include: Point-to-Point Tickets; period passes; concessionary travel; pay-on-entry and pay-as-you-go; and complex specialised ticketing requirements (e.g. Apex, reservations, venue entry). The Smart Ticketing Alliance is looking at the specifications and underlying requirements that are there in order to encourage integrated travel.

Interoperability

The results from the EU IFM project (Interoperable Fare Management) nearly 4 years ago found that Public Transport needs interoperability at three levels: Local Schemes (to move within a city, within a region); National Schemes (within a state or a country); and International Schemes (especially where there is the employment, recreational or other reasons for cross-border travel between countries).

We are not talking about having to use the same tickets everywhere to cover all and the whole of such journeys, but there needs to be the interoperability of the single tickets so they can all be held in the same place. To avoid any misunderstanding: the type or price of the interoperable tickets is not subject to standardisation – only the way we handle them!

The EU IFM project has now moved forward into the Smart Ticketing Alliance.

Deliverables

The Alliance is going to provide a number of smart ticketing deliverables required for the wider smarter travel environment:

  • Seamless integration between journey planning, retailing, ticketing and real-time information using the traveller’s preferred media (e.g. a bank card or their mobile phone). The standards and specifications must be open enough to cover all of those media’s requirements.
  • We must be able to link-in to a One Stop smart access to public transport (e.g. a web portal) which in turn is linked with wider entitlements  (e.g. concessionary travel, integrated Student Cards, social entitlement) or Event Management – a greater need for wider integration is ahead.
  • Where payment does take place, it has to co-reside in a comparable parallel way. Only about 30% of the journeys across Europe actually involve payment at the point of taking that journey!

In the UK, students are beginning to drive the developments in public transport. Recent statistics show, that for the first time ever, the young age group up to the age of 25, now exceeds the over 60 group of being the major user of buses. Traditionally it was always the older you got the more you use the bus, now it is switching the other way around!

STA Goals

  • Cooperation between national and regional Smart Ticketing schemes to establish interoperable Smart Ticketing in Europe and elsewhere.
  • Develop, agree and publish the functional and technical requirements for smart ticketing interoperability
  • Cooperation for the establishment of Trust Schemes, Specifications and Certification
  • Cooperation with other European and International Bodies to promote interoperability in Smart Ticketing

Increasingly the customer will bring his own smart medium (e.g. thier mobile phone or tablet). We need to be able to trust those media. At the same time, the customers are only going to use smart cards if they trust them to hold their tickets securely, particularly when they have a high value – some annual UK rail tickets can cost in excess of 20.000 Euros. This is even a challenge for mobile network operators who tend to think in phone calls costing in the area of Euros or even tens of Euros but not thousends of Euros.

The STA works closely together with CEN (European standardisation body), GSMA (the association of all mobile network operators), the NFC Forum (Handset manufacturers), UIC and Unife (rail sector), etc.

Opportunities

Open Standards, Specifications and Certification offer the public transport sector a unique opportunity:

  • Create ticketing interoperability between schemes
  • Co-exist with other Applications
  • Use 3rd party media (e.g. mobile phones)
  • Access to Best Practice (sharing findings and innovation)
  • Benefit from scale economics in product development,  procurement and speed of implementation
  • Provide a Trusted Service based on Minimum Specifications, Open Standards and Composite Certification

Opportunities for Smart Ticketing in the wider environment:

  • Door-to-door travel integration – seamless integration between Journey Planning, Retailing, Ticketing and Real Time Information
  • Full integration between bus and rail: making multi-modal / multi-operator really happen
  • One smart access to Public Transport and wider Entitlements  (e.g. concessionary travel, integrated Student Cards, social entitlement) – Venue and Event integration with Public Transport
  • Enhanced Modal Switching as part of a wider greening of  transport – Integration with Car and Bike hire schemes
  • One-stop opportunities with NFC-enabled Mobile Phones – linking to the retail business

john.verity@itso.org.uk – www.itso.org.uk – +44 1908 255 455 – www.smart-ticketing.org

Founding Members

Background and contact information on the founders of the Smart Ticketing Alliance.

ITSO Ltd.

itso

ITSO is the non-profit distributing organization that oversees the ITSO Specification for smart ticketing in the UK. ITSO helps its members to set up and run ITSO-compliant smart ticketing schemes, tests and certifies smart ticketing equipment to ensure it meets the ITSO standards and ensures the ITSO Specification is up to date and fit for purpose. ITSO operates the ITSO Security Management System (ISMS), a highly secure key management and distribution system specifically developed to enable ITSO-compliant smart ticketing systems to be set up.

Sheila MacDonald – sheila.macdonald@itso.org.uk
John Verity – john.verity@itso.org.uk
ITSO website

VDV-KA-KG

eTicket_Service_Logo_RGB

VDV-KA is the open and secure German standard for electronic fare management systems (EFM) which enables the passenger to move freely and easily between the public transport companies without having to deal with the different tariff zones and ticket machines (interoperability). It provides an open platform which not only allows transport operators to integrate their back office systems as well as those of multimodal and multifunctional partners. The VDV-KA-KG regulates the cooperation of the various stakeholders in EFM systems at an organisational level. (((eTicket Germany is the brand name of the VDV-KA.

Sjef Janssen – janssen@vdv.de
VDV-KA website

CNACalypso

 

Calypso Networks Association (CNA) gathers operators, authorities & suppliers implementing Calypso. Calypso technology is an open specification issued from an EU project to assure a high security level for contactless transactions and to provide technical interoperability between networks assuring multi-services providers environment. The main tasks of CNA are to define and direct the reference specifications, a certification policy and to contribute to the international standardisation process.

Ralph Gambetta – wg3leader@calypsonet-asso.org
CNA website

&nbspAFIMB

AFIMB

 

The French agency for multimodal information and smart-ticketing (AFIMB – Agence Française de l’Information Multimodale et de la Billettique) is linked with the Ministry of Ecology, Sustainable Development and Energy. Its steering committee gathers representatives of transport authorities, users, transport operators and relevant public administrations The agency aims at promoting interoperability in the areas of multimodal information and smart-ticketing and supports standardisation.

Bernard Schwob – bernard.schwob@developpementdurable.gouv.fr
Françoise Duhont – francoise.duhont@developpement-durable.gouv.fr
AFIMB website

UITP

UITP_With_baseline_Vertical_RGB

UITP (International Association of Public Transport) is a passionate champion of sustainable urban mobility and is the only worldwide network to bring together all public transport stakeholders and all sustainable transport modes. We have 1,400 member companies giving access to over 18,000 contact from 96 countries. Our members are public transport authorities and operators, policy decision-makers, research institutes and the public transport supply and service industry.

UITP is one of the founding fathers of the Smart Ticketing Alliance initiating the IFM project which later led to the setup of the STA. UITP is now in charge of the Secretariat of the Smart Ticketing Alliance.

Jarl Eliassen, Expert
secretary@smart-ticketing.org
UITP website

ITSO, European Standardisation and the Smart Ticketing Alliance

John Verity is Chief Advisor to ITSO Limited. John sits on the ISO/CEN Standardisation committees overseeing smartcards in transport and supports both the UITP and the European Commission as an expert on Smart Ticketing. He was co-ordinator of the European funded project to develop a roadmap towards Europe-wide interoperability for Smart Ticketing. Eurotransport, Volume 11, Issue 3, 2013, page 51-52. ITSO, European Standardisation and the Smart Ticketing Alliance

John Verity outlines the aims of a new alliance which aims to make it possible to travel on all forms of public transport throughout Europe using a single specification NFC- (Near Field
Communications) enabled smartphone.

STA_ITSO_esign

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Smart Ticketing Alliance established for simpler and easier ticketing systems across Europe

The establishment of the Smart Ticketing Alliance (STA) was announced in an official UITP press release, 28 June 2013.

Following the Memorandum of Understanding (MoU) signed in February 2012, a Smart Ticketing Alliance Charter has now been agreed by representatives of VDV KA (Germany), ITSO (United Kingdom), AFIMB (France) and Calypso Network Association (CNA), together with the International Association of Public Transport (UITP).

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This is another major step forward in making transport ticketing across parts of Europe simpler and easier for passengers!

According to this Charter , the Alliance will be a platform for global cooperation to realise a coordinated approach to establishing Smart Ticketing interoperability for the public transport sector. The Charter includes cooperation on, and establishment of, a trust scheme for public transport that mirrors the Trust Schemes in the mobile phone industry and banking.

The February 2012 MoU agreement already committed the Alliance to cooperate based on the principles of Interoperable Fare Management (IFM) as set out in the EU-IFM Project funded by the European Commission (2008-2010) and the developments in contactless bankcards and NFC-enabled devices, particularly mobile phones.

The main goals of the Alliance are:

  • Cooperation between national and regional Smart Ticketing schemes to establish interoperable Smart Ticketing in Europe and elsewhere.
  • To develop, agree and publish the functional and technical requirements for smart ticketing interoperability.
  • Cooperation on the establishment of Trust Schemes, Specifications and Certification.
  • Cooperation with other European and International bodies to promote interoperability in Smart Ticketing.

The Founding Members of the Smart Ticketing Alliance invite other European stakeholders to join either as Full Members or Associated Members. Full membership is open to national ticketing schemes and regional groups of public transport operators and authorities cooperating in the electronic Smart Ticketing area. Others are welcomed as Associated Members.

A coordinating Secretariat will be established for the Smart Ticketing Alliance from within the UITP to provide a single contact point.

The actual press release can be downloaded here .

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The Smart Ticketing Alliance Charter

This Smart Ticketing Alliance Charter has been prepared and agreed by representatives of the Smart Ticketing organisations in Germany (VDV-KA KG), UK (ITSO), France (AFIMB) and the Calypso Networks Association, together with UITP, following their February 2012 agreement to cooperate on the development of Smart Ticketing interoperability based on the principles of Interoperable Fare Management (IFM) set out in the EU-IFM Project funded by the European Commission and the developments in contactless bankcards and NFC-enabled devices, particularly mobile phones.

STA_founding_members

Goals for the Smart Ticketing Alliance

The Smart Ticketing Alliance Charter represents a coordinated approach for establishing Smart Ticketing interoperability in the Public Transport sector.

Main goals of the Alliance are:

  • Cooperation between national and regional Smart Ticketing schemes to establish interoperable Smart Ticketing in Europe and elsewhere
  • Develop, agree and publish the functional and technical requirements for smart ticketing interoperability
  • Cooperation for the establishment of Trust Schemes, Specifications and Certification
  • Cooperation with other European and international bodies to promote interoperability in Smart Ticketing

Cooperation within the Alliance

The Smart Ticketing Alliance Members will cooperate with the purpose of:

  • Sharing experience and Best Practice
  • Cooperating in Working Groups, bringing in Alliance members’ knowledge and expertise
  • Coordinating the Alliance members’ submissions to the standardization process
  • Setting up Trust Schemes

Alliance activities

  • Coordination of contact between the Smart Ticketing Alliance and its Members
  • Establishing and supporting Working Groups for identified topics
  • Supporting standardization and certification processes including the establishment of a formal liaison role with CEN TC224 and TC278, and with ISO TC204
  • Developing and implementing agreed Trust Schemes for Smart Ticketing and its interfaces with other Industry Certification Schemes
  • Disseminating information on activities and development through an Alliance website
  • Representing the Smart Ticketing Alliance with other European/global organisations such as GSMA, NFC Forum, SEPA, European Commission, UIC and IATA

Membership rules

The STA has two categories of Membership: Full Members and Associate Members. The Association will have at least two Full Members at all times.

Full membership is open to:

  • national or international organisations (“scheme providers”) for ticketing;
  • regional organisations for ticketing which include more than two Public Transport Authorities and provided no national organisation is present in and is responsible for that region or;
  • groups of Public Transport Authorities/Public Transport Operators counting more than two of each category, provided no regional or national organisation is present as member of the STA.

The Full Members have the right to participate in the General Meetings, with the right to speak and vote on any issues submitted to the General Meeting, to elect and be elected for the bodies of the Association, to examine the accounts, documents and books concerning the activities of the Association.

Associate membership is open to companies and organisations active in the area of “smart ticketing” for transporation services, provided they are accepted by the Board and commit to comply with Articles, the Regulations, the decisions of the Association’s bodies and the Act.

Association Members may participate in Working Groups. Associate Members shall be allowed to attend meetings of the General Meeting as observers but shall have no voting rights.

Request for Membership shall be made in writing and addressed at the address of the Association to the Board and in accordance with the instructions and guidelines published on the STA’s website.

All Members shall have the following obligations:

  • Foster the objectives of the Association and take part in the activities necessary to carry out the purpose of the Association as applicable;
  • Pay the applicable Dues when due and payable;
  • Comply with the Articles, the Regulations, the decisions of the Association’s bodies and the Act.

Membership fees

The STA is a not-for-profit association and is in the process of being incorporated as an AISBL under Belgian law as from May 11th 2015.

Alliance Secretariat

A coordinating Secretariat will be established for the Smart Ticketing Alliance from within UITP to provide a single contact point and for disseminating information by printed documents, newsletters and through this website. The UITP Secretariat will be responsible for arranging meetings for the Management Board and General Assembly. For the first year(s), the founders, together with UITP will take responsibility for the secretariat. The secretariat will after the first year(s) be part of the Alliance budget financed by membership fees agreed on.

 

Signed by: VDV-KA-KG, AFIMB, Calypso Networks Association, ITSO Limited and UITP.

Download the Charter text here

Want to join as a member of the Smart Ticketing Alliance, download the request form.

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The European IFM Project: delivering smartcard ticketing across borders

John Verity, Chief Advisor, ITSO Limited, UK, Co-ordinator, EU-IFM Project, ITSO Limited. The European IFM Project delivering smartcard ticketing across borders.

The EC-funded European Interoperable Fare Management (EU-IFM) Project is designed to make access to public transport networks more user-friendly by facilitating their accessibility through smartcards. By 2015 compatibility in smart ticketing systems will ease access to all the users of public transport. The objective of the IFM Project is to provide travellers with shared types of contact-less media throughout Europe. Whether a smartcard, and NFC-enabled mobile phone, or a USB-dongle, it can be used for multiple transport products (“tickets”) in different geographic areas and for sustainable modal switching, such as the use of “Park and Ride”. Today, most media are restricted for use in specific networks. Payment will no longer be a barrier to travel.