Concurrent planning of railway maintenance windows and train services

Efficiency in public and freight transportation systems is of great importance for a society. Railways can other high capacity and relatively low environmental impact, but require that several technical systems are tuned and operate well. Specifically there is a tight interdependency between infrastructure and trains. The consequences are that all subsystems must be maintained and that the coordination of infrastructure activities and train operations is essential. Railway infrastructure maintenance and train services should ideally be planned together, but practice and research about railway scheduling has historically focused mainly on train operations and timetabling while maintenance planning has received less attention | and little research have considered the joint scheduling of both types of activities. Instead the traditional approach has been a sequential and iterative planning procedure, where train timetabling often has precedence over infrastructure maintenance. This thesis studies how maintenance windows, which are regular time windows reserved for maintenance work, can be dimensioned and jointly scheduled with train services in a balanced and efficient way for both maintenance contractors and train operators. Mathematical methods are used, with the aim of advancing the knowledge about quantitative methods for solving such coordination problems. The thesis contributes with new optimization models that jointly schedule maintenance windows and train services, investigates the solving efficiency of these models, and studies crucial extensions of the planning problem | primarily for the consideration of maintenance resources. Furthermore, the models are applied to, verified and validated on a demanding real-life problem instance. The main results are that integrated and optimal scheduling of maintenance windows and train services is viable for problems of practical size and importance, and that substantial maintenance cost savings can be achieved with such an integrated approach as compared to a traditional sequential planning process. The thesis consists of an introduction and overview of the research, followed by six papers which present: (1) A cost benefit model for assessment of competing capacity requests at a single location; (2) An optimization model for integrated scheduling of both maintenance windows and train services; (3) Mathematical reformulations that strengthen the optimization model; (4) Extensions for handling resource considerations and cyclic schedules; (5) A case study for a major single track line in Sweden; and (6) A mathematical study of length-restricted sequences under cyclic conditions.