GeoJournal 53: 359–371, 2001.
© 2002 Kluwer Academic Publishers. Printed in the Netherlands.
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Understanding activity scheduling and rescheduling behaviour: Theory and
numerical illustration
Chang-Hyeon Joh, Theo A. Arentze & Harry J.P. Timmermans
Urban Planning Group, Eindhoven University of Technology, P.O. Box 513, 5600 MB Eindhoven, The Netherlands
Key words: travel demand modelling, activity-based approach, (re)scheduling, utility function, decision heuristics
Introduction
Inspired by Hagerstrand’s time geography, the activity-based
modelling approach has become an active area of research
since the mid 90s in transportation research (Ettema and
Timmermans, 1997). As a consequence, it has regained
interest in geography as well. The central concept underlying the activity-based approach is that travel is derived
from the participation in activities instead of being pursued
for its own sake, and therefore, the understanding, analysis and forecasting of travel behaviour should be based on
the understanding of activities (Burnett and Hanson, 1982).
Individuals try to meet their personal and family needs by
participating in activities in everyday life, subject to a set
of constraints. In the process of organising activities in time
and space, travel is derived as a by-product to overcome the
distance between activity locations. Any direct causation of
socio-demographic characteristics and the physical environment to travel behaviour without explicitly considering the
choice of activity participation may, therefore, be incorrect
or at least theoretically inappropriate.
The last two decades have witnessed an enormous
amount of literature that illustrates a variety of research directions in this paradigm. Two distinctive approaches should
be mentioned here. First, the utility maximisation approach
assumes that individuals choose the best solution through
the search of all possible alternatives. Key studies in this
direction include Bowman and Ben-Akiva (2000), Fujii et al.
(1998), McNally (1997), Recker et al. (1985) and Recker
(1995). As pointed out in Gärling et al. (1994), however,
while the utility maximisation principle might explain which
factors affect the final choice, it does not account for the
process of making decisions that also impact on outcomes.
If the goal is to forecast travel demand, this may not be an
urgent research question. It is however important for a better
understanding of travel behaviour.
Secondly, to overcome this limitation, the computational
process approach, which assumes that individuals pursue
satisfactory, possibly sub-optimal, solutions through the
search of a subset of the universe of alternatives, has been
introduced. This approach focuses on the decision making
process and offers more insight into how people process information and arrive at the observed activity-travel pattern.
Because of its focus on the decision process, this approach
potentially allows one to better evaluate the implications
of various transportation policy measures (e.g., Bhat and
Koppelman, 2000). Examples include Arentze et al. (2000),
Ettema et al. (1993) and Gärling et al. (1998). Among these,
Arentze et al. (2000) presented the latest and most comprehensive operational model to date, named Albatross, a rule
based system, which derives choice heuristics from diary
data and predicts activity-travel patterns.
Yet, research to date has paid little attention to the decision making process underlying activity schedule changes
under time pressure and unexpected events. Everyday life is
full of uncertainty, and frequently, individuals are forced to
reconsider previously scheduled activities. In fact, scheduling and rescheduling are a never-ending process over the
entire lifetime of individuals and are complementary to each
other. Scheduling is an incremental process that gradually
increases the level of detail of the sequence of activities
as activities are executed in a given time horizon. Doherty
and Miller (2000) found in a week-long survey of activity
scheduling in Canada that 60% of modifications and 41% of
cancellations of activities were made during the execution of
the schedule.
Although Gärling et al. (1999) have undertaken pioneering work on this topic and provided a principle of schedule
change where people delete or postpone particular activities
under time pressure, they only considered some selected
aspects of rescheduling behaviour. The authors, therefore
developed a more comprehensive model of scheduling and
rescheduling behaviour. It includes the theoretical foundation of a short-term dynamics model of activity-travel
behaviour (Timmermans et al., 2001), the elaborated utility
functions (Joh et al., 2001), and the complementary model
component representing decision heuristics (Joh et al.,
2002). As a continuation of this modelling work, the current
research aims to examine whether the model exhibits the envisioned activity behaviour as a function of some important
model parameters. To this end, the current paper simulates
initial scheduling and time pressure-induced rescheduling
behaviour as conducted by different hypothetical individuals
characterised by different parameters.
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The model
Our theory of individuals’ scheduling and rescheduling behaviour involves the following conceptual considerations.
First, individuals execute activities to meet a variety of
needs. Fulfilling activities returns satisfaction or utility as a
reward for meeting the needs. The list of activities to conduct
is determined by an individual’s personal desires, responsibility for family and work contract (Damm and Lerman,
1981; Bhat and Koppelman, 1993).
Secondly, a set of circumstantial conditions limits the
extent to which individuals can increase the utility. These
conditions include individuals’ physical condition, their role
in society and the physical environment surrounding them.
These conditions encourage individuals and society to develop particular ways or means of fulfilling activities. Activities of particular purposes are then organised in space and
time (Pred, 1981; Thrift, 1983).
Thirdly, uncertainty should also be taken into account.
Given the needs and conditions, individuals identify and
evaluate activities in terms of their anticipated utilities for
possible implementation. Uncertainty, however, affects the
evaluation due to the fact that the activities in the later positions of the planned schedule may involve a larger amount
of uncertainty. The evaluation results differ between individuals faced with uncertainty, dependent on their personalities
or decision styles in dealing with uncertainty, which in turn
affect the schedule.
Fourthly, individuals are assumed to use heuristics in
looking for alternatives instead of becoming involved in
an exhaustive search, due to the fact that their rationality
is bounded. Individuals usually have numerous alternative
ways of planning a schedule given a time horizon, each of
which may result in a different level of utility. Cognitive constraints however prevent individuals from identifying and
evaluating every single one of a universe of alternatives.
Individuals therefore use a set of heuristics to reduce the
burden of search and to pursue cost effectiveness. A typical
example is habitual behaviour (Gärling, 1998) that does not
concern any other alternatives than a routinised alternative,
which is far from optimising behaviour but is frequently
the case. Heuristic behaviour may result in sub-optimal,
satisfying choices.
Finally, an activity schedule is tentative and may be
changed at any time. Every moment in time, there may be
the need for changing the schedule of remaining not-yetcompleted activities. An individual may be forced to change
the schedule due to time pressure or may actively decide to
change to improve the existing schedule. Any (sub-optimal)
decision is enforced until a further need to reschedule the
activities arises.
Based on the above discussion, we formulate a conceptual framework of individuals’ scheduling and rescheduling
behaviour as illustrated in Figure 1. Initially, a tentative
schedule is given. The set of activities included in the current
schedule is a subset of the activity program. The individual
evaluates the utility of activities for possible implementation
as well as non-implementation. When an individual with a
Figure 1. Coneptual framework.
certain decision style evaluates the utility of alternative activities under a set of constraints, he/she examines whether
some change of the schedule is necessary. More specifically,
the individual examines whether there is any time pressure or
any improvement of utility level is possible by changing the
existing schedule. Because it is impossible to identify and
evaluate all possible alternatives due to cognitive constraints,
individuals adopt certain heuristic strategies to effectively
and efficiently reduce the search space to reach reasonably
good solutions in real time. The adjusted activity schedule
then is implemented. The utility of the remaining schedule
is again subject to unexpected events causing increased or
reduced time pressure. Therefore, the schedule will often
be only partially implemented, and the adjusted schedule
remains tentative.
In the following sub-sections we provide a formal description of two major components of the suggested model:
the utility functions and the heuristic solution methods.
The utility function
Individuals derive a certain level of utility directly or indirectly from participating in activities. The utility function
associates some selected characteristics of activities with
particular numeric values that are assumed to correspond to
particular utility levels. The utility also varies with characteristics of individuals and households. We assume that the
utility of an activity is a function of the amount of time spent
on the activity, where longer duration provides a higher level
of utility.
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Microeconomic theory assumes an increasing utility
function with a diminishing marginal utility over the entire range of input variable values. The utility functions of
activities used in activity-based approaches adopting timeuse microeconomic theory (Becker, 1965) almost invariably rely on the same assumption of an ever-diminishing
marginal utility over the entire range of activity duration
(Kitamura et al., 1996), although many other functional
forms are conceivable, as argued by Supernak (1988). We
introduced such an alternative utility function (Timmermans
et al., 2001), paying particular attention to the possibility
of increasing marginal utility due to a negative saturation
effect in the beginning phase of the implementation of
certain activities. Many leisure activities and some initial
information-acquisition activities such as shopping activity
possibly display this property.
Here, we reintroduce the proposed functional form of
the utility function and provide a detailed formal description
of its properties. Although utility is primarily a function of
the time spent on the concerned activity, many other choice
facets such as location, transport mode, etc. also affect the
utility that individuals derive from becoming involved in an
activity. Furthermore, as mentioned earlier, uncertainty impacts utility, dependent on decision styles and the process
of schedule adjustment. In this subsection, however, we
do not concern ourselves with this variety of choice facets
and uncertainty-related behaviour, but focus only on the assumed utility function under certainty. Readers interested in
other choice facets and uncertainty are referred to Joh et al.,
(2001).
Let AP refer to the given activity program, AP =
{1, . . . , A}. The proposed utility function can be written as:
Uamax − Uamin
,
(1)
Ua = Uamin +
(1 + exp[−βa (νa − αa )])γa
where:
a
is an index of activities (a ∈ AP );
ν
is the duration (ν ≥ 0);
U max is the upper asymptote of the curve (U max > 0);
U min is the lower asymptote of the curve (U min ≤ 0);
α
is parameter of the location of the curve (α > 0);
β
is parameter of the slope of the curve (β > 0);
γ
is parameter of the inflection point of the curve
(γ > 0).
Equation (1) dictates that the utility of an activity is a function of duration with a set of activity-specific parameters.
In particular, the utility function in Equation (1) has the
following properties. First, it is a monotonically increasing
function of duration since:
γβ(U max − U min )
dU
=
> 0. (2)
dν
exp[β(ν − α)](1 + exp[−β(ν − α)])γ +1
This implies that the utility of an activity is primarily determined by the amount of duration spent on the activity and
that a longer duration gives a higher utility.
Secondly, utility is however not infinitely increasing but
converges to a maximum level as:
lim U = U max
ν→∞
(3)
The maximum level of utility differs between activities.
Thirdly, the minimum utility or zero-duration utility is
given by:
U max − U min
(4)
Uν=0 = U min +
(1 + exp[αβ])γ
The size of Uν=0 may differ between activities. A zero
or approximately zero value is considered the normal case.
However, for some activities the value may be negative.
For example, not conducting a leisure activity may produce
fatigue or other intrinsic negative effects that reduces total
utility for the schedule as a whole. A large negative utility would facilitate the inclusion of the concerned activity.
On the other hand, a positive value would not be consistent
with the theory and, therefore, would avoid imposing this
constraint on the values the parameters can take.
Fourthly, the utility function is asymmetrically S-shaped,
and the marginal utility increases up to a certain level of
utility (inflection point) and decreases afterwards, i.e.:
2
max −U min )(1+exp[−β(ν−α)])r (γ −exp[β(ν−α)])
d 2U
= γ β (U exp[2β(ν−α)](1+exp[−β(ν−α)])
2γ +2
2
dν
(5)
0
and the inflection point is given as U (ν ∗ ) where v ∗ =
αβ+ln γ
. The utility function has a concave part as well as
β
a convex part. A larger γ causes a lower utility at the inmax
min
∂U (ν ∗ )
< 0,
flection point, U (ν ∗ ) = U min + U(1+γ−U
−1 )γ , as
∂γ
and a smaller proportion of increasing marginal utility. The
particular values of U (ν ∗ ) may vary across activities and
individuals, and can be captured by estimating the γ value.
Finally, the activation and the speed of utility change
vary with parameters α and β, respectively. As implied by
Equation (1), α and β determine the location of the utility
function along the duration axis and the slope of the curve,
respectively. The change in utility takes place after a certain
amount of time, and the amount that activates the change
varies across activities. An increasing α shifts the curve to
the right, meaning that more time is needed to reach a particular utility level. The speed of utility change over time also
varies across activities. The curve is steeper with a larger β,
implying that the change in utility is more sensitive to the
change in duration, keeping everything else constant.
Given the utility function for individual activities, the
total function for an entire schedule should aggregate the
utilities across activities. The aggregation equation can be
manifold, and some multiplicative form may be desirable
to reflect the mutual relationships between activities. Obviously, certain activities have complementary or substitution
relationships. A business meeting, for example, has a complementary relationship with a follow-up social event. Inhome and out-of-home leisure activities are likely to have
a substitution relationship because of the fixed amount of
time in the evening after work. To cope with these activityspecific relationships, the constituent activities should be
grouped in a multiplicative term of an additive aggregate
function. In the current study however we simplify the
problem and assume a simple additive aggregate utility
function:
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U=
A
Ua
(6)
νa = B
(7)
a=1
with
A
a=1
where B is the total duration (B > 0), representing the budget constraint that limits the total amount of time that can be
assigned to activities at the moment of scheduling.
The additive form with the time budget constraint implies that activities have a general relationship with all others
regarding their duration in the schedule. Increasing the duration of an activity means without exception that the duration
of other activities is decreased, depending on their utility
function. To increase total utility, therefore, the increase of
utility for the extended activitie(s) must exceed the utility
decrease of the reduced activitie(s). Othewise, no change is
induced. Secondly, however, an activity does not have any
activity-specific relationship with other activities.
Decision heuristics
Models predicting the choice of a complete activity schedule
(Jones et al., 1983; Recker et al., 1985) typically generate all
feasible schedules and select the best one. In contrast, models of incremental activity scheduling behaviour (Gärling
et al., 1998; Ettema et al., 1993) employ a set of operators
and heuristic rules that control the application of those operators and induce incremental adjustments of the schedule.
Incremental adjustment implies that the schedule is changed
in a stepwise manner and the adjustment of the current step
is made on and hence affected by the current state of the
schedule.
We adopt the latter modelling approach. That is, we
employ a set of operators including duration adjustment
and insertion, deletion and substitution operators to implement incremental adjustments of the schedule. (We should
mention again that other operators that might be related to
choice facets such as location and transport-mode are not
considered here.) The duration operator adjusts the duration of the scheduled activities such that the marginal utility
becomes the same across the activities included in the schedule, and the system reaches an equilibrium state. Insertion,
deletion and substitution operators change the list of scheduled activities such that unscheduled activities are added to
the schedule, and scheduled activities are removed if this
increases the total utility.
Among these operators, only the duration operator involves a fine-tuning of duration and realises the equalisation
of the marginal utilities across scheduled activities. All three
other operators involve discontinuous adjustments in which
sudden larger changes in duration takes place, and the resulting schedule may well be out of equilibrium. Note that
the operators are considered only if the adjustments meet
the schedule constraints. The envisioned scheduling and
rescheduling behaviour is therefore highly discontinuous
due to constraints that limit feasible adjustments.
We assume the following decision heuristics. First, at
each time of incremental adjustment, an individual mentally
simulates the schedule change implied by each operator, and
chooses the best operator that offers the highest increase in
total utility. Secondly, the mental simulation of an operator
requires an effort and discounts utility, the amount of which
is constant and specific to each operator. This effort can be
interpreted as operator-specific resistance to change. Likewise, any actual implementation of schedule change by the
chosen operator counts as effort and reduces the total utility,
the amount of which is an increasing function of the number
of adjustment steps up to the current adjustment. This effort
can be regarded as cumulative mental fatigue. Finally, these
adjustment processes continue until no improvement of the
schedule is possible. In other words, if the highest increase
of total utility is negative, the system stops the adjustment
process.
The evaluation is initiated at the beginning of a day for
an initial schedule and resumes at any time of necessity including the completion of an activity and the occurrence of
an unexpected event. Let S and R be the set of activities that
are currently scheduled and not scheduled yet, respectively,
implying S ∪ R = AP and S ∩ R = φ. Let O be a subset
of operators, O = {OA , OI , OD , OS }, where OA denotes
duration adjustment, OI insertion, OD deletion and OS substitution. Given the suggested utility function and heuristics,
scheduling and rescheduling behaviour is represented as an
algorithm below.
Thus, the system first calculates for each operator o the
amount of improvement (Uto−1), computed as the increo − Ut −1 ), discounted by resistance
mental total utility (U
t −1
to change (θo ) and mental fatigue cumulated up to the current
adjustment step (h(t)). Next, the system selects the operator
(ot ) that will return the highest utility increase at the current
adjustment step. If the total utility after adjustment is higher
than the existing schedule’s utility, the system implements
the adjustment using the chosen operator (St ← APto−1 ).
Note that operators are applied not only on St −1 but also on
Rt −1 because of insertion of activities into S from R and
deletion of activities from S into R. The member activities
of S and R may differ between APt −1 and APt . Finally, the
termination condition is expressed as the non-improvement
of the existing schedule above the fatigue and resistance
threshold.
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and investigate the impact of the different parameter values on scheduling and rescheduling behaviour. Note that the
focus of the current paper is to study the impact of utility
parameters given the decision heuristics. No variation of
heuristics parameters is introduced. The system keeps all
resistance to change and mental fatigue parameters constant
to zero (θo = 0∀o, and h(t) = 0∀t) throughout the simulations. In the following subsections, we first describe the
different parameter settings used in the simulations, then
discuss expected results, and finally, describe the results of
the simulation.
Simulation settings
where:
t
o
St
is an index of adjustment steps (t > 0);
is an index of operators;
is S at adjustment step t, where S0 implies the
initial schedule;
Ut −1
is total utility of APt −1 ;
Ũto−1
is non-discounted total utility when applying
operator o on APt −1 .
θo
is the level of resistance to change by
operator o(θo ≥ 0);
h(t)
is the cumulative mental fatigue at adjustment
step t;
o
Ut −1 is the increment of Ut −1 discounted by θo and
h(t) when applying operator o on APt −1 .
Throughout the adjustment processes, the duration adjustment operator plays an important role that supports other
operators. The activities of the initial schedule are not likely
to have an equal marginal utility, so that a fine-tuning of
duration between activities to increase total utility is needed.
Schedule adjustment by other operators thereafter likely disturbs this duration equilibrium. The duration operator is then
again activated to get the schedule back into the equilibrium
state.
An examination of scheduling and rescheduling
behaviour
We examine scheduling and rescheduling behaviour by varying some selected utility parameters representing individuals’ characteristics. In particular, we simulate two different
values for respectively U max , β and γ of certain activities
The simulation consists of two parts: initial scheduling and
rescheduling induced by increased time pressure. Hypothetical full-time workers who are characterised by particular
values of utility parameters are given an initial schedule that
consists only of skeleton activities including sleep, work and
in-home leisure. In the first part of the simulation, each individual gradually optimises the schedule. In the second part,
a time pressure situation is imposed on the individuals that
forces them to change their previously optimised schedules.
The simulated time pressure situation is the consequence of
congestion on the road to the first out-of-home activity in the
morning. The duration of travel is increased by half an hour,
and individuals clear the time pressure and further adjust the
schedule.
Table 1 provides the list of activities of the activity program and the utility parameter values. A total of ten activities
is included in the activity program. Out-of-home leisure,
daily shopping and dinner activities respectively have two
alternative values of U max , β and γ . Each of the eight combinations of parameter values (2 × 2 × 2) characterises an
individual. Table 2 shows the initial schedule where only the
sequence and duration of the skeleton activities are specified. The current simulation does not consider the location
attribute. Therefore, the classification of in-home and outof-home activities follows an arbitrary definition. Table 3
represents the assumed time constraints in terms of facility
opening hours and work contract hours.
Individual characteristics and simulation focus
Table 1 identifies the following eight distinctive combinations of individual characteristics related to out-of-home
leisure, daily shopping and dinner activities.
Hypothetical person 1: High Leis_O U max , large Dshop β,
and large Dinner γ .
Hypothetical person 2: High Leis_O U max , large Dshop β,
and small Dinner γ .
Hypothetical person 3: High Leis_O U max , small Dshop β,
and large Dinner γ .
Hypothetical person 4: High Leis_O U max , small Dshop β,
and small Dinner γ .
Hypothetical person 5: Low Leis_O U max , large Dshop β,
and large Dinner γ .
Hypothetical person 6: Low Leis_O U max , large Dshop β,
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Figure 4. Utility of Dinner activity varying with γ .
Figure 2. Utility of Leis_O activity varying with U max .
and small Dinner γ .
Hypothetical person 7: Low Leis_O U max , small Dshop β,
and large Dinner γ .
Hypothetical person 8: Low Leis_O U max , small Dshop β,
and small Dinner γ .
The identification of eight hypothetical persons with different characteristics implies that the system will optimise
eight times the same initial schedule and will also implement
eight times a congestion-induced rescheduling situation on
the previously optimised schedules. Note that the initial
schedule optimisation will be conducted on the same initial
schedule across simulations of different parameter settings,
Figure 3. Utility of Dshop activity varying with β.
while the rescheduling simulations will be conducted on the
schedules that likely differ between parameter settings. In
the following, we discuss the expected results of scheduling
and rescheduling behaviour, dependent on these parameter
settings.
Given the utility parameter settings provided in Table 1,
we expect the following impacts. First, a high U max of
Leis_O implies that one has a higher utility when conducting leisure outside home (see Figure 2). This may prompt
the person to spend more time on leisure activities outside
home. Secondly, a large β of Dshop as reflected in Figure 3
implies that one reaches the maximum utility very quickly
after some amount of time spent for daily shopping. Because
in case of a large β only a small range of duration shows
meaningful changes of utility, the duration of daily shopping
is probably also limited across schedules. In case of a small
β, on the other hand, the utility function is very flat and
shows smaller utility differences between durations, which
probably induces a wide variation of duration across schedules. Furthermore, the curve with a small β provides a lower
level of utility for most of the duration range. Finally, Figures 4 and 5 show that a large γ provides a much lower level
of utility for the same duration, a very steep slope, while
most part of utility function is increasing with diminishing
marginality. This means that the relevant activity requires
a longer duration to reach the near maximum utility. Once
that level is reached, an individual is reluctant to reduce the
duration of this activity because of the steeper slope and the
larger loss of marginal utility.
Based on these expected impacts of each of the
concerned parameter values, we postulate the following
scheduling and rescheduling behaviour for each individual.
Person 1 will spend more time on outside leisure activities
and dinner and less time on daily shopping, while Person 2
would spend more time on outside leisure activities and less
time on daily shopping and dinner. Person 3 is expected to
spend more time on outside leisure activities and dinner,
while the amount of time for daily shopping of flat-slope
utility function would depend on the amount of time spent
for other activities. Likewise, Person 4’s amount of time
spent on daily shopping will also depend on the amount
of time for other activities, while spending more time on
outside leisure activities and less time on dinner. Person 5
and 6 are all expected to spend less time on outside leisure
activities and daily shopping, while more time on dinner for
Person 5 and less time on dinner for Person 6. Person 7 may
spend less time on leisure activities and more time on dinner,
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Figure 5. Marginal utility of Dinner activity.
while Person 8 less time on dinner. The amount of time for
daily shopping will be dependent upon the amount of time
for other activities in case of Person 7 and 8.
Results
Here, the simulated schedule adjustments will be compared
for utility parameter settings with regard to the following
aspects of activity-travel behaviour.
- The number of activities in the final schedule compared
to the initial schedule
- The number of adjustment steps
- The list of operations used for the adjustments
- Whether or not the activities varying the parameters
U max , β and γ are included in the final schedule
- The change in the duration distribution across activities
before and after the adjustments
- The ratio of the duration of out-of-home to in-home
activities in the final schedule
- The total utility of the final schedule
Initial optimisation of the schedule. Overall, the application of operators (the sequence, number and list of operators)
was almost the same across settings, and most adjustment
processes involved duration and insertion operators. This is
because the initial optimisation of the schedule with a large
amount of open time slots naturally includes many insertions
of activities with a certain duration and duration adjustment
after each insertion. However, much diversity existed in
the initial optimisation of the schedule, depending on the
scheduling parameters of the activities (see Appendix I).
First, U max of Leis_O had the following impacts. (1)
Leis_O with a higher U max was always included in the
schedule across βs and γ s, while a lower U max failed to
include Leis_O in most cases. Because Leis_O’s duration for
reaching U max was relatively long, the inclusion of this outof-home activity reduced the duration of other out-of-home
activities. More specifically, when Leis_O was included, the
duration of work was reduced. (2) Closely related to this
result, a higher U max induced a bigger ratio of the duration of
out-of-home activities to the duration of in-home activities.
This is because a lower U max of outside leisure activities
are in most cases substituted with inside leisure activities
and dinner. (3) More importantly, the difference in utility is
already very large between Leis_Os with higher and lower
U max as seen in Figure 2. As a result, a higher U max resulted
in a much higher level of total utility.
Secondly, the β parameter for the daily shopping activities had the following impacts. (1) Daily shopping activities
with a larger β tend to have a fixed amount of time. This
is because Dshop with a larger β shows a sharp increase of
utility in the range of 30 to 50 duration units and, if included,
should have a duration near 50 and should not be affected
too much by other schedule circumstances (see Figure 3).
Daily shopping activities with a smaller β, on the other hand,
show a slow increase of utility over the range up to 600 and
are more strongly affected by the state of other activities in
the schedule, resulting in the deletion of daily shopping activities in several cases. (2) A daily shopping activity with a
large β was included in all final schedules across the settings.
This can be explained by the fact that a relatively short duration adds a reasonable amount of utility to the total utility
366
without requiring other activities to be reduced much. (3) A
larger β for daily shopping activity clearly induces a higher
level of total utility. If β is large, the utility approximates its
maximum; a smaller β provides a utility much lower than the
maximum. Even if the duration is longer with for example
Person 3 (53 units) than Person 1 (48 units), this episode is
not long enough to approximate the maximum utility at all,
as seen in Figure 3.
Finally, γ for dinner activity provided the following impacts. (1) Dinner was included in all final schedules across
settings due to a high maximum utility with moderate duration. (2) The unitary value of the γ parameter (= 1) provides
a typical symmetric S-shaped utility function. Amplifying γ
has the effect of pushing the inflection point down, while
keeping the duration with the maximum utility unchanged.
As shown in Figure 4, the utility curve then has a smaller
portion of increasing marginal utility and a larger portion
of diminishing marginal utility from the viewpoint of utility axis (y-axis). Consequently, dinner activity with a large
value of γ (>1) comes closer to the conventional utility
curve of diminishing marginal utility. Figure 5 shows that
dinner activity with a unitary value of γ has a symmetric
change of marginal utility with duration, while dinner activity with a larger γ has an asymmetric change that has a
rapid increase up to the inflection point and a slow decrease
afterwards. (3) A larger γ with everything else equal lowers
the level of utility over the entire range of duration up to
the point of maximum utility (see Figure 4). In other words,
dinner activity with a larger γ requires a longer duration than
dinner activity with a smaller γ to achieve the same level of
utility. Consequently, a larger γ induced a longer duration of
dinner activity, while providing a lower level of total utility.
This is because a shorter duration of dinner activity with a
smaller γ is already greater in utility than a longer duration
of dinner activity with a larger γ . Furthermore, a shorter
duration of dinner activity with a smaller γ enables other
activities to have longer duration, which in turn increases
total utility.
Rescheduling after congestion. Overall, rescheduling involved a much smaller number of adjustments, compared to
the initial scheduling, because the given schedules were previously optimised, and the adjustment was conducted mainly
around the activity directly related to the time pressure
scenario. Nevertheless, rescheduling behaviour clearly illustrated the amendments of previous scheduling decisions and
involved subsequent deletion and insertion operations. Furthermore, besides the envisioned impacts of the simulated
parameter values, the given initial states of the previously
optimised schedules that differ between parameter settings
provide a significant difference in rescheduling behaviour
(see Appendix II).
The time pressure scenario is superimposed on a schedule that is in an (optimised) equilibrium state. It assumes that
congestion, or any external force, will effectively reduce the
optimised duration of a particular activity. If this reduction
significantly disrupts the equilibrium state, the system will
engage in a rescheduling procedure. In the current simula-
tion, the time pressure scenario imposed congestion on the
way to work in the morning, which caused 30 units longer
travel time than usual.
The primary determinant of whether the imposed time
pressure is significant enough to move the system in a
rescheduling mode was the state of the activity that was directly related to the time pressure rather than the different
settings of scheduling parameter values. This does however
not mean that the scheduling parameters representing personal characteristics of individuals are not important to the
rescheduling of activities. The result of rescheduling (list of
activities, activity sequence and duration) was very much
dependent on the schedule that was given by the initial optimisation. Therefore, while the rescheduling process itself
was not very different between settings, the final schedules
were quite different.
Person 2 had the initial optimised schedule where daily
shopping activity with a larger β was conducted on the way
to work after sleep activity was conducted at home. Their
rescheduling resulted in a significant increase of the duration
of daily shopping activity, and consequently, a big increase
in total utility. The explanation for this result is that the
system first removed daily shopping activity of a too short
duration on the way to work and inserted it again with a
longer duration to another position after the second work
activity. As a consequence of this increase in the duration
of daily shopping activity, the near zero utility level of this
activity increased to a near maximum utility level, which
resulted in the increased total utility. Likewise, when the
first work episode was scheduled after in-home activities
in the morning and its reduced duration was much smaller
than 180 units, rescheduling involved a substantial increase
in utility by increasing the duration of the first work activity,
while changing the duration of other activities. Persons 4
and 8 exhibit this rescheduling pattern. This was, however,
not the case when the reduced duration of the work activity
was close to 180 units as in the cases of Persons 1, 3, 5, 6
and 7 (Figure 6).
It follows from the above discussion that rescheduling
choices strongly depended on the initial state of the optimised schedule. The impacts of different parameter settings
can be summarised as follows. First, U max had the following
impact. (1) The increase in U max enhances the possibility
of the occurrence and long duration of the corresponding
activity in the final schedule. (2) In case of an out-of-home
activity, an increase in U max increases the possibility of a
higher ratio of out-of-home activity to in-home activity duration. (3) An increase in U max generally results in a higher
total utility value.
Secondly, β had the following impact. (1) A larger β for
daily shopping activity results in the duration that is often
the same across simulations, while a smaller β likely induces
diversity in the duration. This outcome arises because most
utility changes occur between the minimum utility and maximum utility duration, and this effective range is very small
for an activity with a larger β. This, therefore, explains an
almost fixed amount of duration for an activity with a larger
β. (2) An activity with a larger β had a much higher utility
367
Figure 6. Utility of Work1.
level than an activity with a smaller β over a wide range of
duration, and the final schedule including an activity with a
larger β, in general provides a higher level of total utility,
keeping everything else equal. (3) If the duration of an activity implied by the maximum utility is short compared to
other activities, the size of β does not show a clear impact on
the ratio of the out-of-home duration to the in-home duration
in the final schedule.
Finally, γ showed the following impacts. (1) Because,
with everything else equal, an activity with a larger γ faces
an earlier and sharper decrease of utility when the duration
is reduced from that of the maximum utility, an activity with
a larger γ tends to have a longer duration to avoid this effect.
(2) The final schedule including an activity with a smaller γ
likely to have a higher level of total utility because a smaller
γ has a higher level of utility than a bigger γ over the entire range of duration. This result in turn implies that, with
everything else equal, an activity with a smaller γ requires
a shorter duration to achieve the same level of utility, which
increases the possibility of longer duration of other activities
in the schedule. (3) Interestingly, the difference in the ratio
of the out-of-home duration between larger and smaller γ s
of an activity shows an interrelationship with the size of the
U max parameter. When U max is large, outside leisure activities are included across the final schedules. A larger γ of
dinner activity that results in a longer duration of the activity
then implies that the schedule is not able to further include
inside leisure activities. A smaller γ that results in a shorter
duration of dinner activity on the other hand induces the inclusion of inside leisure activities in the schedule. Leisure
activities have bigger units of duration than dinner activity, and consequently, a larger γ results in a bigger ratio
of out-of-home duration compared to a larger γ , given a
larger U max . When U max is small, outside leisure activities
are mostly excluded, and dinner and inside leisure activities
constitute the schedule after work. Given this situation, a
larger γ of dinner activity that results in a longer duration of
the activity directly induces a smaller ratio of out-of-home
duration.
utility function of activity duration is S-shaped and able to
represent a variety of changes in marginal utility over time.
Decision heuristics involve a set of operators including duration adjustment, insertion, deletion and substitution. The
heuristics mimic an individual’s (re)scheduling behaviour
that is sometimes continuous (duration operator) but most
of the time highly discontinuous due to the non-incremental
adjustments of insertion, deletion and substitution operators
and the constraints that introduces discontinuous choice sets
to the model.
The simulation consisted of two subsequent parts, i.e.
optimisation of an initial schedule and rescheduling under
time pressure. Particular values of selected parameters were
varied to study their behaviour. As theorised, we found that
activities with higher maximum utilities and higher inflection points are more likely to provide a higher level of total
utility in the final schedule. Secondly, with everything else
equal, an activity’s utility function with a steeper slope results in almost the same duration across simulation settings
while that with a flatter slope may result in various lengths
of duration depending on other activities’ duration. Consequently, an activity with a flatter slope is more likely to have
a lower level of total utility in the final schedule when the
resulting duration of that activity is long. Finally, the imposed time pressure situation shows that, besides the impact
of the parameter settings, the state of the previously optimised initial schedule is of crucial importance to the overall
process of rescheduling. If the currently given optimised
schedule was much in conflict with the imposed situation
of time pressure, the hypothetical individuals are forced to
conduct a substantial adjustment to the schedule. Overall
then, it has been shown that different parameter settings
characterising different individuals resulted in distinguishable, envisioned, state dependent activity scheduling and
rescheduling behaviour. This implies that once the necessary
parameters are obtained via some estimation procedure, the
suggested model of short-term dynamics of scheduling and
rescheduling behaviour can be applied to the understanding,
analysis and forecasting of the activity-travel behaviour in
the real world.
Acknowledgements
The research, reported in this paper, is conducted as part of
the Amadeus research programme sponsored by the Dutch
Research Foundation (NWO). The details of the project are
reported in Arentze et al. (2001).
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