Understanding Long-Term Dynamics of Individual Metro Usage: A Hidden Semi-Markov State Framework with Survival Analysis
理解个体地铁使用的长期动态:基于生存分析的隐半马尔可夫状态框架
Bingxun Wang, Valeria Maria Urbano, Shan He, Yang Chen, Wei Liu, Zhibin Jiang, Piercesare Secchi
AI总结 提出融合隐半马尔可夫模型与离散时间生存分析的框架,利用上海地铁四年刷卡数据识别五种可解释的出行状态及其转移层次,揭示退出风险与状态相关但独立于时长,而重返风险随不活跃时长急剧衰减。
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理解个体地铁使用在多年时间尺度上的演化对于交通规划和乘客留存至关重要。然而,现有方法通常将移动模式表征为静态聚类或短期变化,忽略了交通参与的生命周期动态。本研究提出一个基于状态的生命周期建模框架,将隐半马尔可夫模型(HSMM)与离散时间生存分析相结合,以刻画个体地铁移动性的演化。HSMM推断具有显式持续时间分布的潜在移动状态以及控制状态变迁的转移矩阵,而生存组件通过依赖于移动状态轨迹和行为历史的状态相关风险函数,对退出和重新进入事件进行建模。将该框架应用于上海地铁系统四年(2021-2024)的智能卡数据,能够识别可解释的移动状态,刻画转移动态,并量化状态依赖的退出和重新进入过程。分析揭示了五种稳健的移动状态,具有以偶尔使用网关状态为中心的方向性转移层次,以及控制脱离和回归的根本不同的时间机制:退出风险与状态相关但与持续时间无关,而重新进入风险随不活跃时长急剧衰减。这些发现为面向生命周期的移动性分析提供了方法论基础,并为交通运营商识别风险用户和安排留存干预提供了实践指导。
Understanding how individual metro usage evolves over multi-year horizons is essential for transit planning and passenger retention. However, existing approaches typically characterize mobility patterns as static clusters or short-term variability, leaving the lifecycle dynamics of transit participation underexplored. This study proposes a state-based lifecycle modeling framework that integrates Hidden Semi-Markov Models (HSMM) with discrete-time survival analysis to characterize the evolution of individual metro mobility. The HSMM infers latent mobility states with explicit duration distributions and a transition matrix governing regime changes, while the survival component models exit and re-entry events via state-dependent hazard functions conditioned on mobility-state trajectories and behavioral history. Applied to four years of smart card data from the Shanghai metro system (2021-2024), the framework enables the identification of interpretable mobility states, the characterization of transition dynamics, and the quantification of state-dependent exit and re-entry processes. The analysis reveals five robust mobility states with a directional transition hierarchy centered on an occasional-usage gateway state, and fundamentally different temporal mechanisms governing disengagement and return: exit hazard is state-dependent but duration-independent, whereas re-entry hazard decays sharply with inactivity length. These findings provide a methodological foundation for lifecycle-oriented mobility analysis and practical guidance for transit operators to identify at-risk users and time retention interventions.