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Talking Technology and Transportation

Talking Technology and Transportation. Tom Parker UTFS Chair, BART State-of-the-State Update on U.S. Fare Collection Standards December 8, 2005. Agenda. Guiding Principles of UTFS development effort Provide current status on the four UTFS work packages IP Policy

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Talking Technology and Transportation

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  1. Talking Technology and Transportation Tom Parker UTFS Chair, BART State-of-the-State Update on U.S. Fare Collection Standards December 8, 2005 Public Transportation: Getting Down to Business

  2. Agenda • Guiding Principles of UTFS development effort • Provide current status on the four UTFS work packages • IP Policy • Current standard activities • Review of Schedule • Review of Next Steps Public Transportation: Getting Down to Business

  3. Guiding Principles • Promote economies of scale for agencies and enable more competitive procurements • Provide a platform to support agency independence and vendor neutrality • Strive for an open architecture environment for hardware and software utilizing commercially available products • Foster development for a multi-modal and multi-application environment • Provide information for informed decisions and development of partnership strategies Public Transportation: Getting Down to Business

  4. Mission Statement • To develop a series of documents that provides industry guidance for the creation of an open architecture environment that promotes greater access and convenience to the public transportation network and enables integration of independent payment systems. Public Transportation: Getting Down to Business

  5. Organization UTFS Task Force Leadership Tom Parker, BART Members: Committee Chairs APTA Program Mgrs, APTA RMC Reps Fare Media Committee Chair: Henry Rosen, PATH Vice Chair: Joe Simonetti Financial Management Committee Chair: Chung-Chung Tam, CTA Vice Char: Rick Barrett Quattran Assoc Operations Committee Chair: Carol Wise, COTA Vice Chair: Marybeth Cobleigh-Beal, CTA Special Industry Liaisons Greg Garback, WMAMA Bob Bernard, PANYNJ

  6. Architecture • The idea was to develop an architecture to allow interoperability not only at the regional level, but also at the device level • Agencies and vendors met in New York in November 2004 to agree on a mutually acceptable architecture • The goals and objectives of the meeting were to develop a standard architecture applicable to any system design • The two groups agreed on a mutually acceptable solution Public Transportation: Getting Down to Business

  7. Architecture Clearinghouse WAN WP4 XML Messages Agency Headquarter System WP3 Local Depot/Station System Device (CID/Reader) ISO 14443 compliant interface Card WP1

  8. Work Package 1( Smartcard ) • Card File Structure • Data Format • Data Elements • Made card ISO 14443 compliant • Incorporated ISO 7816 into ISO 14443 • Agreed upon on a APDU Public Transportation: Getting Down to Business

  9. Work Package 3( System Security Framework ) • Not a standard, only a guideline • AFC System Security Framework • Point-to-point (inclusive of Card and device security) • End-to-End • System-to-System Public Transportation: Getting Down to Business

  10. Work Package 4(Clearinghouse Interface) • Back Office Messages • Back Office Messaging Formats • Card data elements and structure management guidelines • Data structure • Technical Implementation Specification • Flexible message object set compatible with RIS/WP1 card data format • Flexible message object set with capability to be expanded to accommodate alternative card data formats • WP 4+ requirements addressed by implementation of flexible message object set Public Transportation: Getting Down to Business

  11. Current Standards Activities • Develop Smartcard specifications for interoperability • Develop Clearinghouse Interface specifications for interoperability • Issue Guidelines • Magnetic Stripe cards • Procurements • Security $ Public Transportation: Getting Down to Business

  12. IP Policy • An intellectual policy could never be established because the vendors were unsure about the design that supported royalty-free IP • 70+ agencies and vendors were invited for a meeting in New York where an architecture for this policy was agreed upon. The basis of this agreement was a royalty-free intellectual policy. • UTFS Task Force voted to implement IP on June 3rd • Signed Acknowledgement Letter was due October 17, 2005 for continued or new development involvement in UTFS • Rail CEO’s Steering Committee ratify IP policy • 30 day period for organizations to submit Letter of Acknowledgement • IP Policy training We are here  Public Transportation: Getting Down to Business

  13. Short Term Schedule Type of Document Status/Estimated Completion Date Deliverable Standard Completed Initiate Security Standard Development Initiate Magnetic Stripe Development Standard Completed Initiate Conformance Testing Procedure Procedure Completed Operations Business Model Architecture Guideline December 2005 Release Smartcard and Clearinghouse Specifications Standard January 2006 Issue Complete Standard Standard March 2006 Initiate Limited Use Specification Development Standard September 2006 Fare Collection System Interface Spec (WP4) Standard Spring 2006 Public Transportation: Getting Down to Business

  14. Long Term Schedule Type of Document Status/Estimated Completion Date Deliverable Fare Collection System Business Guideline Complete Issues Trends in Electronic Fare Media Research Complete IP Policy, Bylaws Update and Scope Bylaws Complete Security Guideline Guideline Under review Magnetic Fare Media Guideline Guideline Needs a re-ballot Farecard Procurement Procedures Guideline Needs a re-ballot Integration with TCIP Agreement TBD Public Transportation: Getting Down to Business

  15. Next Steps • The guidelines and standards are on-going: • IP training needs to be done • A method needs to be developed to test, maintain and verify the standards • Availability of control process for certification • Outreach to inform agencies about the guidelines and standards • Initiate magnetic stripe standard development • Writing a security standard consistent with interoperability needs • Complexity of security approaches • Technical support from Transportation Council of Smart Card Alliance • Complete remaining items from schedule Public Transportation: Getting Down to Business

  16. Contact Information • Tom Parker tparker@bart.gov (510) 287-4919 • Martin Schroeder mschroeder@apta.com (202) 496-4885 Public Transportation: Getting Down to Business

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