Toolkit User Framework - Guidance
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Planning
Synopsis of the five steps of the Planning phase, presenting the key points of each.
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What are the goals for ITS?
Detailed guidance on setting goals for an ITS project, problem assessment and opportunity analysis. First step of the Planning Stage.
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What approach to take?
Detailed guidance on defining high-level requirements and identifying potential solutions to these requirements. Second step of the Planning Stage.
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Is ITS the right route?
Detailed guidance on assessing whether ITS is the most appropriate solution to the requirements, and what non-ITS measures may also need to be done. Third step of the Planning Stage.
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What must the system do?
Detailed guidance on business process review, identifying how to get the most from an ITS system, and defining functional specifications for the ITS system. Fourth step of the Planning Stage.
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What type of ITS app?
Detailed guidance on developing the technical approach and technical concept for the ITS system, and developing an initial budget. Fifth and final step of the Planning Stage.
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Design
Synopsis of the seven steps of the Design phase, presenting the key points of each.
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What technology will it need?
Detailed guidance on defining the ITS technology requirements, based on the initial technology concept. First step of the Design Stage.
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What platform will it need?
Detailed guidance on developing the platform for the ITS system, including System Architecture, interfaces, standards and data models. Second step of the Design Stage.
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What data will it need?
Detailed guidance on the data requirements and data categories for ITS systems. Third step of the Design Stage.
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What other resources will it need?
Detailed guidance on identifying non-ITS resources which will be needed to support the ITS system, including servers, communications, and peripheral devices. Fourth step of the Design Stage.
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What else can the technology, data and resources be used for?
Detailed guidance on exploiting the potential of ITS systems, beyond the initial project goals. Fifth step of the Design Stage.
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How will the business processes need to change to take full advantage?
Detailed guidance on adapting the business processes and organization to gain full advantage of the ITS. Sixth step of the Design Stage.
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What will be the total cost?
Detailed guidance on estimating the cost of ITS systems, including whole-of-life costing. Seventh and final step of the Design Stage.
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Implementation
Synopsis of the four steps of the Implementation phase, presenting the key points of each.
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Supply the needed system
Detailed guidance on procurement of ITS systems. First step of the Implementation Stage.
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Install the system
Detailed guidance on installation of ITS systems. Second step of the Implementation Stage.
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Deploy the system
Detailed guidance on ITS deployment, including acceptance testing, commissioning and transition. Third step of the Implementation Stage.
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Make good use of the system
Detailed guidance on achieving the full potential of the ITS investment, presented in three stages from initial deployment to several years later. Fourth and final step of the Implementation Stage.
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Evaluation
Synopsis of the three steps of the Evaluation phase, presenting the key points of each.
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Establishment of performance criteria
Detailed guidance on establishing performance criteria. First step of the Evaluation Stage.
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Monitoring
Detailed guidance on monitoring the performance of the ITS system, presented in three main strands. Second step of the Evaluation Stage.
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Evaluation
Detailed guidance on evaluation of ITS systems. Third and final step of the Evaluation Stage.
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This guidance is designed to assist stakeholders who will face decisions about deployment of ITS in urban passenger transport. The primary audience is policy-makers, decision-takers and managers of transport authorities and transport operators, but it is also useful for many other stakeholders.
An ITS project is not just a technology project. ITS deployment can have significant impacts throughout the organisation. It needs to be viewed from the outset as a corporate project. The design of any ITS systems should respond to clearly-stated needs of the transport authority and/or operator. All of the key policy-makers and senior managers of the transport authority and/or transport operator needed to be involved at every stage, especially at the project formulation stage.
ITS for urban passenger transport consists of a wide range of systems including:
- Operations management systems and Control Centres
- Traffic Signal Priority
- Fare Collection Systems
- Real-Time Traveller Information systems and journey planners
- Demand Responsive Transport support systems
- Driving and driver support systems
- Driver and vehicle monitoring systems
- Safety and security systems
- Planning and resource management tools
A wide range of international experience has shown that there is far more to ITS than just purchasing and installing equipment. In almost all cases, ITS involves significant change in the business processes of transport operators, and the services offered to the customers. In many cases, the deployment of ITS leads to organisational and business model changes.
This Guidance is structured according to the three main phases of an ITS deployment project, plus the often-forgotten fourth phase (Evaluation):
- Planning
- Design
- Implementation
- Evaluation
Each of the four phases is elaborated at two levels. The first level provides concise guidance, highlighting key actions and messages. The second level provides more detailed guidance on each of 19 different themes.
The Guidance is structured as follows:
- Planning
- What’s your goal for ITS?
- What approach to take?
- Is ITS the right route?
- What must the system do?
- What type of ITS applications?
- Design
- What Technology will it need?
- What Platform will it need?
- What Data will it need?
- What other resources will it need?
- What else can the technology, data and resources be used for?
- How will the business processes need to change to take full advantage?
- What will be the total cost?
- Implementation
- Supply the needed system
- Install the system in the respective working environment
- Deploy the system
- Make good use of the system
- Evaluation
- Pre-installation criteria
- Post-implementation and monitoring
- Evaluation
We recommend that you begin by reading through the first-level material, especially if you are relatively new to the ITS domain. This will provide you with a good overview of the ‘end-to-end process’. It will also introduce you to many of the key messages, and help you become familiar with the subject. You can then find more extensive guidance in the more detailed second-level pages
Please note that this Guidance section of the Toolkit does not elaborate on the technical aspects of ITS. The technical information is elaborated in the ITS Applications and the ITS Technologies sections of the Toolkit. Many practical aspects are presented in the Case Studies.