Public transport - Network and Timetable Exchange (NeTEx) - Part 3: Public transport fares exchange format

1.1   General
NeTEx is dedicated to the exchange of scheduled data (network, timetable and fare information). It is based on Transmodel V5.1 (EN 12986), IFOPT (EN 28701) and SIRI (CEN/TS 15531-4/5 and EN 15531-1/2/3 ) and supports the exchange of information of relevance for passenger information about public transport services and also for running Automated Vehicle Monitoring Systems (AVMS).
NOTE   NeTEx is a refinement and an implementation of Transmodel and IFOPT; the definitions and explanations of these concepts are extracted directly from the respective standard and reused in NeTEx, sometimes with adaptations in order to fit the NeTEx context. Although the data exchanges targeted by NeTEx are predominantly oriented towards provisioning passenger information systems and AVMS with data from transit scheduling systems, it is not restricted to this purpose and NeTEx can also provide an effective solution to many other use cases for transport data exchange.
1.2   Fares scope
This Part3 of NeTEx, is specifically concerned with the exchange of fare structures and fare data, using data models that relate to the underlying network and timetable models defined in Part1 and Part2 and the Fare Collection data model defined in Transmodel V51. See the use cases below for the overall scope of Part3. In summary, it is concerned with data for the following purposes:
(i)   To describe the many various possible fare structures that arise in public transport (for example, flat fares, zonal fares, time dependent fares, distance-based fares, stage fares, pay as you go fares, season passes, etc., etc.).
(ii)   To describe the fare products that may be purchased having these fare structures and to describe the conditions that may attach to particular fares, for example if restricted to specific groups of users, or subject to temporal restrictions. These conditions may be complex.
(i)   To allow actual price data to be exchanged. Note however that NeTEx does not itself specify pricing algorithms or how fares should be calculated. This is the concern of Fare Management Systems. It may be used may be used to exchange various parameters required for pricing calculations that are needed to explain or justify a fare.
(iii)   To include the attributes and the text descriptions necessary to present fares and their conditions of sale and use to the public.
NeTEx should be regarded as being ‘upstream’ of retail systems and allows fare data to be managed and integrated with journey planning and network data in public facing information systems. It is complementary to and distinct from the ‘downstream’ ticketing and retail systems that sell fares and of the control systems that validate their use. See ‘Excluded Use Cases’ below for further information on the boundaries of NeTEx with Fare Management Systems.
1.3   Transport modes
All mass public transport modes are taken into account by NeTEx, including train, bus, coach, metro, tramway, ferry, and their submodes. It is possible to describe airports, air journeys, and air fares, but there has not been any specific consideration of any additional requirements that apply specifically to air transport.

Öffentlicher Verkehr - Netzwerk- und Fahrplan Austausch (NeTEx) - Teil 3: Austauschformat für das Fahrgeld im öffentlichen Verkehr

Transport Public - Echanges des informations planifiées (NeTEx) - Partie 3: Echange des informations tarifaires pour le transport public

Javni prevoz - Izmenjava omrežnih in voznorednih podatkov (NeTEx) - 3. del: Format za izmenjavo informacij o vozovnicah

General Information

Status
Published
Publication Date
14-Apr-2020
Current Stage
6060 - Definitive text made available (DAV) - Publishing
Due Date
15-Apr-2020
Completion Date
15-Apr-2020

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SLOVENSKI STANDARD
SIST-TS CEN/TS 16614-3:2020
01-junij-2020
Nadomešča:
SIST-TS CEN/TS 16614-3:2016
Javni prevoz - Izmenjava omrežnih in voznorednih podatkov (NeTEx) - 3. del:
Format za izmenjavo informacij o vozovnicah

Public transport - Network and Timetable Exchange (NeTEx) - Part 3: Public transport

fares exchange format
Öffentlicher Verkehr - Netzwerk- und Fahrplan Austausch (NeTEx) - Teil 3:
Austauschformat für das Fahrgeld im öffentlichen Verkehr

Transport public - Echange des données de réseau et d'horaires (NeTEx) - Partie 3 :

Format d'échange d'informations voyageurs concernant le réseau de transport public

Ta slovenski standard je istoveten z: CEN/TS 16614-3:2020
ICS:
03.220.01 Transport na splošno Transport in general
35.240.60 Uporabniške rešitve IT v IT applications in transport
prometu
SIST-TS CEN/TS 16614-3:2020 en,fr,de

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

---------------------- Page: 1 ----------------------
SIST-TS CEN/TS 16614-3:2020
---------------------- Page: 2 ----------------------
SIST-TS CEN/TS 16614-3:2020
CEN/TS 16614-3
TECHNICAL SPECIFICATION
SPÉCIFICATION TECHNIQUE
April 2020
TECHNISCHE SPEZIFIKATION
ICS 35.240.60 Supersedes CEN/TS 16614-3:2016
English Version
Public transport - Network and Timetable Exchange
(NeTEx) - Part 3: Public transport fares exchange format

Transport Public - Echanges des informations Öffentlicher Verkehr - Netzwerk- und Fahrplan

planifiées (NeTEx) - Partie 3: Echange des informations Austausch (NeTEx) - Teil 3: Austauschformat für das

tarifaires pour le transport public Fahrgeld im öffentlichen Verkehr

This Technical Specification (CEN/TS) was approved by CEN on 2 March 2020 for provisional application.

The period of validity of this CEN/TS is limited initially to three years. After two years the members of CEN will be requested to

submit their comments, particularly on the question whether the CEN/TS can be converted into a European Standard.

CEN members are required to announce the existence of this CEN/TS in the same way as for an EN and to make the CEN/TS

available promptly at national level in an appropriate form. It is permissible to keep conflicting national standards in force (in

parallel to the CEN/TS) until the final decision about the possible conversion of the CEN/TS into an EN is reached.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,

Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,

Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and

United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels

© 2020 CEN All rights of exploitation in any form and by any means reserved Ref. No. CEN/TS 16614-3:2020 E

worldwide for CEN national Members.
---------------------- Page: 3 ----------------------
SIST-TS CEN/TS 16614-3:2020
CEN/TS 16614-3
TECHNICAL SPECIFICATION
SPÉCIFICATION TECHNIQUE
April 2020
TECHNISCHE SPEZIFIKATION
ICS 35.240.60 Supersedes CEN/TS 16614-3:2016
English Version
Public transport - Network and Timetable Exchange
(NeTEx) - Part 3: Public transport fares exchange format

Transport Public - Echanges des informations Öffentlicher Verkehr - Netzwerk- und Fahrplan

planifiées (NeTEx) - Partie 3: Echange des informations Austausch (NeTEx) - Teil 3: Austauschformat für das

tarifaires pour le transport public Fahrgeld im öffentlichen Verkehr

This Technical Specification (CEN/TS) was approved by CEN on 2 March 2020 for provisional application.

The period of validity of this CEN/TS is limited initially to three years. After two years the members of CEN will be requested to

submit their comments, particularly on the question whether the CEN/TS can be converted into a European Standard.

CEN members are required to announce the existence of this CEN/TS in the same way as for an EN and to make the CEN/TS

available promptly at national level in an appropriate form. It is permissible to keep conflicting national standards in force (in

parallel to the CEN/TS) until the final decision about the possible conversion of the CEN/TS into an EN is reached.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,

Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,

Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and

United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels

© 2020 CEN All rights of exploitation in any form and by any means reserved Ref. No. CEN/TS 16614-3:2020 E

worldwide for CEN national Members.
---------------------- Page: 4 ----------------------
SIST-TS CEN/TS 16614-3:2020
CEN/TS 16614-3:2020 (E)
Contents Page

European foreword ....................................................................................................................................................... 4

Introduction ..................................................................................................................................................................... 5

1 Scope .................................................................................................................................................................... 6

1.1 General ................................................................................................................................................................ 6

1.2 Fares scope ......................................................................................................................................................... 6

1.3 Transport modes ............................................................................................................................................. 7

1.4 Compatibility with existing standards and recommendations ....................................................... 7

2 Normative references .................................................................................................................................... 7

3 Terms and definitions .................................................................................................................................... 8

4 Symbols and abbreviations ....................................................................................................................... 27

5 Use Cases for Fare Exchange ..................................................................................................................... 28

5.1 Purpose ............................................................................................................................................................ 28

5.2 Business context ........................................................................................................................................... 28

5.2.1 Fare planning process ................................................................................................................................. 28

5.3 Actors and use case types .......................................................................................................................... 33

5.3.1 Use Cases for Fare Policy ............................................................................................................................ 36

5.3.2 Use Cases for Organisation of Fare Policy Usage ............................................................................... 36

5.4 Excluded Use Cases ...................................................................................................................................... 37

5.5 Use Cases .......................................................................................................................................................... 37

5.5.1 Collection of Use Cases ................................................................................................................................ 37

6 Generic Physical Model and XSD mapping rules ............................................................................... 64

7 Public Transport Fares – Conceptual and physical data model ................................................... 64

7.1 Introduction ................................................................................................................................................... 64

7.2 Conceptual Model overview ...................................................................................................................... 64

7.2.1 Functional Domains ..................................................................................................................................... 64

7.2.2 Data Model Overview .................................................................................................................................. 66

7.2.3 Main Concepts ................................................................................................................................................ 68

7.3 Fare Model dependencies .......................................................................................................................... 72

7.3.1 NeTEx Part3 Use of Version Frames ...................................................................................................... 74

7.3.2 Fare Frame ...................................................................................................................................................... 75

7.4 Reusable Fare Components ....................................................................................................................... 92

7.4.1 Fare Zone ......................................................................................................................................................... 92

7.4.2 Fare Facility ................................................................................................................................................. 111

7.4.3 Vehicle Seating ............................................................................................................................................ 114

7.5 Fare Structure ............................................................................................................................................. 115

7.5.1 Fare Structure – Model dependencies ................................................................................................ 115

7.5.2 Common Fare Structure .......................................................................................................................... 116

7.5.3 Geographical Fare Structure.................................................................................................................. 123

7.5.4 Time Fare Structure .................................................................................................................................. 132

7.5.5 Quality Fare Structure ............................................................................................................................. 140

7.5.6 Fare Structure Element ........................................................................................................................... 150

7.5.7 Distance Matrix Element ......................................................................................................................... 178

7.5.8 Validable & Controllable Elements ..................................................................................................... 189

7.6 Access Rights Description ....................................................................................................................... 200

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SIST-TS CEN/TS 16614-3:2020
CEN/TS 16614-3:2020 (E)

7.6.1 Access Right Parameters ......................................................................................................................... 200

7.6.2 Fare Product ................................................................................................................................................ 338

7.7 Pricing ............................................................................................................................................................ 383

7.7.1 Fare Calculation Parameters ................................................................................................................. 383

7.7.2 Fare Price ...................................................................................................................................................... 398

7.7.3 Fare Table ..................................................................................................................................................... 411

7.8 Sales Description ....................................................................................................................................... 436

7.8.1 Fare Sales Distribution ............................................................................................................................ 436

7.8.2 Type of Travel Document ....................................................................................................................... 447

7.8.3 Sales Offer Package ................................................................................................................................... 451

8 Sales Transactions ..................................................................................................................................... 477

8.1 Sales Transaction – Model dependencies ......................................................................................... 477

8.1.1 Sales Transaction Frame ......................................................................................................................... 478

8.1.2 Fare Contract ............................................................................................................................................... 482

8.1.3 Customer Eligibility .................................................................................................................................. 498

8.1.4 Retail .............................................................................................................................................................. 502

8.1.5 Sales Transaction ....................................................................................................................................... 508

8.1.6 Travel Specification .................................................................................................................................. 519

8.1.7 Customer Purchase Package .................................................................................................................. 533

Annex A (normative) Extensions to NeTEx Part1 & 2 .................................................................................. 551

Annex B (informative) ERA – TAP TSI annexes B1, B2 and B3 mapping ............................................... 552

B.1 Summary of mapping of B1 (NRT) fares ............................................................................................ 552

.2 Summary of mapping of B2 (IRT) fares ............................................................................................. 552

B.3 Summary of mapping of B3 (Special) fares ...................................................................................... 553

Annex C (informative) NeTEx Passenger Information Query model ..................................................... 554

C.1 PiRequest ...................................................................................................................................................... 554

C.1.1 PI Request dependencies ........................................................................................................................ 554

C.1.2 Pi Request ..................................................................................................................................................... 556

Annex D (informative) How to go from a trip (from NeTEx Part1&2) to a fare ?............................... 594

D.1 Passenger Trip .............................................................................................................................................. 594

D.1.1 Passenger Trip Model .............................................................................................................................. 594

D.1.2 Passenger Fare Offer Model ................................................................................................................... 603

Annex E (informative) Proposed model for Parking Tariff ....................................................................... 608

E.1 Parking Tariff .............................................................................................................................................. 608

E.1.1 Parking Tariff – Conceptual MODEL .................................................................................................... 608

Annex F (informative) Changes in Version 1.1 ............................................................................................... 615

F.1 Introduction ................................................................................................................................................ 615

F.2 General Changes ......................................................................................................................................... 615

F.3 List of Changes ............................................................................................................................................ 615

Bibliography .............................................................................................................................................................. 621

---------------------- Page: 6 ----------------------
SIST-TS CEN/TS 16614-3:2020
CEN/TS 16614-3:2020 (E)
European foreword

This document (CEN/TS 16614-3:2020) has been prepared by Technical Committee CEN/TC 278

“Intelligent transport systems”, the secretariat of which is held by NEN.

Attention is drawn to the possibility that some of the elements of this document may be the subject

of patent rights. CEN shall not be held responsible for identifying any or all such patent rights.

This document supersedes CEN/TS 16614-3:2016.

This document presents Part 3 of the European Technical Specification known as “NeTEx”. NeTEx

provides a framework for specifying communications and data exchange protocols for

organisations wishing to exchange scheduled Information relating to public transport operations.

This Technical Specification is made up of three parts defining a single European Standard series,

which provides a complete exchange format for public transport networks, timetable description

and fare information.

• Part 1 is the description of the public transport network topology exchange format. It also

contains use cases shared with part 2, and modelling rules and the description of a framework

shared by all parts.
• Part 2 is the description of the scheduled timetables exchange format.
• Part 3 is the description of the fare information exchange format.
Part 1 is fully standalone, and part 2 and 3 rely on part 1.

The XML schema can be downloaded from http://netex-cen.eu, along with available guidance on its

use, example XML files, and case studies of national and local deployments.

This document is highly technical, and a special care has been taken to keep the text readable. In

particular a set of formatting conventions is followed that enhances the usual CEN writing rules in

order to distinguish references to elements of the formal models within text:

• Transmodel terms and NeTEx conceptual model elements are in capital letters (JOURNEY

PATTERN for example).

• NeTEx physical model names are in bold italic font and use camelcase style with no spaces

(JourneyPattern for example).

• NeTEx physical model attribute types are in italic style and use camelcase style with no spaces

(TypeOfEntity for example).

According to the CEN/CENELEC Internal Regulations, the national standards organisations of the

following countries are bound to announce this document: Austria, Belgium, Bulgaria, Croatia,

Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,

Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,

Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,

Turkey and the United Kingdom.
---------------------- Page: 7 ----------------------
SIST-TS CEN/TS 16614-3:2020
CEN/TS 16614-3:2020 (E)
Introduction

Public transport services rely increasingly on information systems to ensure reliable, efficient operation

and widely accessible, accurate passenger information. These systems are used for a range of specific

purposes: setting schedules and timetables; managing vehicle fleets; publicising fares, issuing tickets

and receipts; providing real-time information on service running, and so on.

The first two parts of the European Technical Specification NeTEx specify a Network and Timetable

Exchange for Public Transport. It is intended to be used to exchange data relating to scheduled public

transport between the systems of PT organisations. It can also be seen as complementary to the SIRI

(Service Interface for Real-time Information) standard, as SIRI needs a prior exchange of reference data

from NeTEx’s scope to provide the necessary context for the subsequent exchange of a real-time data.

This document (NeTEx – Part 3) specifies exchanges of Public Transport fares between systems and

organisations. It is a complement to Part 1 and Part 2 in the sense that it uses a subset of concepts

defined there.

Well-defined, open interfaces have a crucial role in improving the economic and technical viability of

Public Transport Information Systems of all kinds. Using standardised interfaces, systems can be

implemented as discrete pluggable modules that can be chosen from a wide variety of suppliers in a

competitive market, rather than as monolithic proprietary systems from a single supplier. Interfaces

also allow the systematic automated testing of each functional module, vital for managing the

complexity of increasing large and dynamic systems. Furthermore, individual functional modules can be

replaced or evolved, without unexpected breakages of obscurely dependent function.

This standard will improve a number of features of public transport information and service

management: Interoperability – the standard will facilitate interoperability between information

processing systems of the transport operators by: (i) introducing common architectures for message

exchange; (ii) introducing a modular set of compatible information services, (iii) using common data

models and schemas for the messages exchanged for each service; and (iv) introducing a consistent

approach to data management.

Technical advantages include the following: a modular reusing of a common communication layer

shared with SIRI for all the various technical services enables cost-effective implementations, and

makes the standard readily extensible in future.
---------------------- Page: 8 ----------------------
SIST-TS CEN/TS 16614-3:2020
CEN/TS 16614-3:2020 (E)
1 Scope
1.1 General

NeTEx is dedicated to the exchange of scheduled data (network, timetable and fare information). It is

based on Transmodel V5.1 (EN 12986), IFOPT (EN 28701) and SIRI (CEN/TS 15531-4/5 and EN 15531-

1/2/3 ) and supports the exchange of information of relevance for passenger information about public

transport services and also for running Automated Vehicle Monitoring Systems (AVMS).

NOTE NeTEx is a refinement and an implementation of Transmodel and IFOPT; the definitions and

explanations of these concepts are extracted directly from the respective standard and reused in NeTEx,

sometimes with adaptations in order to fit the NeTEx context. Although the data exchanges targeted by

NeTEx are predominantly oriented towards provisioning passenger information systems and AVMS

with data from transit scheduling systems, it is not restricted to this purpose and NeTEx can also

provide an effective solution to many other use cases for transport data exchange.

1.2 Fares scope

This Part 3 of NeTEx, is specifically concerned with the exchange of fare structures and fare data, using

data models that relate to the underlying network and timetable models defined in Part 1 and Part 2 and

the Fare Collection data model defined in Transmodel V51. See the use cases below for the overall scope

of Part 3. In summary, it is concerned with data for the following purposes:

(i) To describe the many various possible fare structures that arise in public transport (for

example, flat fares, zonal fares, time dependent fares, distance-based fares, stage fares, pay

as you go fares, season passes, etc., etc.).

(ii) To describe the fare products that may be purchased having these fare structures and to

describe the conditions that may attach to particular fares, for example if restricted to

specific groups of users, or subject to temporal restrictions. These conditions may be

complex.

(i) To allow actual price data to be exchanged. Note however that NeTEx does not itself specify

pricing algorithms or how fares should be calculated. This is the concern of Fare

Management Systems. It may be used may be used to exchange various parameters required

for pricing calculations that are needed to explain or justify a fare.

(iii) To include the attributes and the text descriptions necessary to present fares and their

conditions of sale and use to the public.

NeTEx should be regarded as being ‘upstream’ of retail systems and allows fare data to be managed and

integrated with journey planning and network data in public facing information systems. It is

complementary to and distinct from the ‘downstream’ ticketing and retail systems that sell fares and of

the control systems that validate their use. See ‘Excluded Use Cases’ below for further information on

the boundaries of NeTEx with Fare Management Systems.
Under preparation.
---------------------- Page: 9 ----------------------
SIST-TS CEN/TS 16614-3:2020
CEN/TS 16614-3:2020 (E)
1.3 Transport modes

All mass public transport modes are taken into account by NeTEx, including train, bus, coach, metro,

tramway, ferry, and their submodes. It is possible to describe airports, air journeys, and air fares, but

there has not been any specific consideration of any additional requirements that apply specifically to

air transport.
1.4 Compatibility with existing standards and recommendations

The overall approach for the definition of fares within NeTEx Part 3 follows the approach used by

Transmodel V5.1, namely the definition of access rights rather than of just products.

This approach, used in Transmodel V5.1 (Fare Collection data model) to specify the access rights related

to the urban public transport (for all urban modes) has been extended to cover access rights for long-

distance rail.

NOTE The concepts from Transmodel V5.1 and IFOPT used and/or modified by NeTEx are incorporated into

Transmodel V6 to guarantee compatibility and coherence of standards.

Concepts covered in NeTEx Part 1 and 2 that relate in particular to long-distance train travel include;

rail operators and related organizations; stations and related equipment; journey coupling and journey

parts; train composition and facilities; planned passing times; timetable versions and validity conditions

and train routing restrictions.

In the case of long distance train access rights, NeTEx takes into account the requirements formulated

by the ERA (European Rail Agency) – TAP/TSI (Telematics Applications for Passenger/ Technical

Specification for Interoperability, entered into force on 13 May 2011 as the Commission Regulation (EU)

No 454/2011), based on UIC directives. These relate in particular to the B1 (Non Reservation Tickets),

B2 (Integrated Reservation Tickets) and B3 (Special Fares) along with various UIC Leaflets.

As regards the other exchange protocols for network and timetable exchanges, a formal compatibility is

ensured with TransXChange (UK), VDV 452 (Germany), NEPTUNE (France), BISON (The Netherlands)

and NOPTIS (Nordic Public Transport Interface Standard).

The exchange of data in NeTEx format can be undertaken using a variety of protocols. For example:

through dedicated web services, through data file exchanges, or by using the SIRI exchange protocol as

described in part 2 of the SIRI documentation. NeTEx adds additional services using the common SIRI

transport mechanism.
2 Normative references

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements of thi
...

SLOVENSKI STANDARD
SIST-TS CEN/TS 16614-3:2020
01-junij-2020
Nadomešča:
SIST-TS CEN/TS 16614-3:2016
Javni prevoz - Izmenjava omrežnih in voznorednih podatkov (NeTEx) - 3. del:
Format za izmenjavo informacij o vozovnicah

Public transport - Network and Timetable Exchange (NeTEx) - Part 3: Public transport

fares exchange format
Öffentlicher Verkehr - Netzwerk- und Fahrplan Austausch (NeTEx) - Teil 3:
Austauschformat für das Fahrgeld im öffentlichen Verkehr

Transport public - Echange des données de réseau et d'horaires (NeTEx) - Partie 3 :

Format d'échange d'informations voyageurs concernant le réseau de transport public

Ta slovenski standard je istoveten z: CEN/TS 16614-3:2020
ICS:
35.240.60 Uporabniške rešitve IT v IT applications in transport
prometu
SIST-TS CEN/TS 16614-3:2020 en,fr,de

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

---------------------- Page: 1 ----------------------
SIST-TS CEN/TS 16614-3:2020
---------------------- Page: 2 ----------------------
SIST-TS CEN/TS 16614-3:2020
CEN/TS 16614-3
TECHNICAL SPECIFICATION
SPÉCIFICATION TECHNIQUE
April 2020
TECHNISCHE SPEZIFIKATION
ICS 35.240.60 Supersedes CEN/TS 16614-3:2016
English Version
Public transport - Network and Timetable Exchange
(NeTEx) - Part 3: Public transport fares exchange format

Transport Public - Echanges des informations Öffentlicher Verkehr - Netzwerk- und Fahrplan

planifiées (NeTEx) - Partie 3: Echange des informations Austausch (NeTEx) - Teil 3: Austauschformat für das

tarifaires pour le transport public Fahrgeld im öffentlichen Verkehr

This Technical Specification (CEN/TS) was approved by CEN on 2 March 2020 for provisional application.

The period of validity of this CEN/TS is limited initially to three years. After two years the members of CEN will be requested to

submit their comments, particularly on the question whether the CEN/TS can be converted into a European Standard.

CEN members are required to announce the existence of this CEN/TS in the same way as for an EN and to make the CEN/TS

available promptly at national level in an appropriate form. It is permissible to keep conflicting national standards in force (in

parallel to the CEN/TS) until the final decision about the possible conversion of the CEN/TS into an EN is reached.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,

Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,

Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and

United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels

© 2020 CEN All rights of exploitation in any form and by any means reserved Ref. No. CEN/TS 16614-3:2020 E

worldwide for CEN national Members.
---------------------- Page: 3 ----------------------
SIST-TS CEN/TS 16614-3:2020
CEN/TS 16614-3
TECHNICAL SPECIFICATION
SPÉCIFICATION TECHNIQUE
April 2020
TECHNISCHE SPEZIFIKATION
ICS 35.240.60 Supersedes CEN/TS 16614-3:2016
English Version
Public transport - Network and Timetable Exchange
(NeTEx) - Part 3: Public transport fares exchange format

Transport Public - Echanges des informations Öffentlicher Verkehr - Netzwerk- und Fahrplan

planifiées (NeTEx) - Partie 3: Echange des informations Austausch (NeTEx) - Teil 3: Austauschformat für das

tarifaires pour le transport public Fahrgeld im öffentlichen Verkehr

This Technical Specification (CEN/TS) was approved by CEN on 2 March 2020 for provisional application.

The period of validity of this CEN/TS is limited initially to three years. After two years the members of CEN will be requested to

submit their comments, particularly on the question whether the CEN/TS can be converted into a European Standard.

CEN members are required to announce the existence of this CEN/TS in the same way as for an EN and to make the CEN/TS

available promptly at national level in an appropriate form. It is permissible to keep conflicting national standards in force (in

parallel to the CEN/TS) until the final decision about the possible conversion of the CEN/TS into an EN is reached.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,

Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,

Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and

United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels

© 2020 CEN All rights of exploitation in any form and by any means reserved Ref. No. CEN/TS 16614-3:2020 E

worldwide for CEN national Members.
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Contents Page

European foreword ....................................................................................................................................................... 4

Introduction ..................................................................................................................................................................... 5

1 Scope .................................................................................................................................................................... 6

1.1 General ................................................................................................................................................................ 6

1.2 Fares scope ......................................................................................................................................................... 6

1.3 Transport modes ............................................................................................................................................. 7

1.4 Compatibility with existing standards and recommendations ....................................................... 7

2 Normative references .................................................................................................................................... 7

3 Terms and definitions .................................................................................................................................... 8

4 Symbols and abbreviations ....................................................................................................................... 27

5 Use Cases for Fare Exchange ..................................................................................................................... 28

5.1 Purpose ............................................................................................................................................................ 28

5.2 Business context ........................................................................................................................................... 28

5.2.1 Fare planning process ................................................................................................................................. 28

5.3 Actors and use case types .......................................................................................................................... 33

5.3.1 Use Cases for Fare Policy ............................................................................................................................ 36

5.3.2 Use Cases for Organisation of Fare Policy Usage ............................................................................... 36

5.4 Excluded Use Cases ...................................................................................................................................... 37

5.5 Use Cases .......................................................................................................................................................... 37

5.5.1 Collection of Use Cases ................................................................................................................................ 37

6 Generic Physical Model and XSD mapping rules ............................................................................... 64

7 Public Transport Fares – Conceptual and physical data model ................................................... 64

7.1 Introduction ................................................................................................................................................... 64

7.2 Conceptual Model overview ...................................................................................................................... 64

7.2.1 Functional Domains ..................................................................................................................................... 64

7.2.2 Data Model Overview .................................................................................................................................. 66

7.2.3 Main Concepts ................................................................................................................................................ 68

7.3 Fare Model dependencies .......................................................................................................................... 72

7.3.1 NeTEx Part3 Use of Version Frames ...................................................................................................... 74

7.3.2 Fare Frame ...................................................................................................................................................... 75

7.4 Reusable Fare Components ....................................................................................................................... 92

7.4.1 Fare Zone ......................................................................................................................................................... 92

7.4.2 Fare Facility ................................................................................................................................................. 111

7.4.3 Vehicle Seating ............................................................................................................................................ 114

7.5 Fare Structure ............................................................................................................................................. 115

7.5.1 Fare Structure – Model dependencies ................................................................................................ 115

7.5.2 Common Fare Structure .......................................................................................................................... 116

7.5.3 Geographical Fare Structure.................................................................................................................. 123

7.5.4 Time Fare Structure .................................................................................................................................. 132

7.5.5 Quality Fare Structure ............................................................................................................................. 140

7.5.6 Fare Structure Element ........................................................................................................................... 150

7.5.7 Distance Matrix Element ......................................................................................................................... 178

7.5.8 Validable & Controllable Elements ..................................................................................................... 189

7.6 Access Rights Description ....................................................................................................................... 200

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7.6.1 Access Right Parameters ......................................................................................................................... 200

7.6.2 Fare Product ................................................................................................................................................ 338

7.7 Pricing ............................................................................................................................................................ 383

7.7.1 Fare Calculation Parameters ................................................................................................................. 383

7.7.2 Fare Price ...................................................................................................................................................... 398

7.7.3 Fare Table ..................................................................................................................................................... 411

7.8 Sales Description ....................................................................................................................................... 436

7.8.1 Fare Sales Distribution ............................................................................................................................ 436

7.8.2 Type of Travel Document ....................................................................................................................... 447

7.8.3 Sales Offer Package ................................................................................................................................... 451

8 Sales Transactions ..................................................................................................................................... 477

8.1 Sales Transaction – Model dependencies ......................................................................................... 477

8.1.1 Sales Transaction Frame ......................................................................................................................... 478

8.1.2 Fare Contract ............................................................................................................................................... 482

8.1.3 Customer Eligibility .................................................................................................................................. 498

8.1.4 Retail .............................................................................................................................................................. 502

8.1.5 Sales Transaction ....................................................................................................................................... 508

8.1.6 Travel Specification .................................................................................................................................. 519

8.1.7 Customer Purchase Package .................................................................................................................. 533

Annex A (normative) Extensions to NeTEx Part1 & 2 .................................................................................. 551

Annex B (informative) ERA – TAP TSI annexes B1, B2 and B3 mapping ............................................... 552

B.1 Summary of mapping of B1 (NRT) fares ............................................................................................ 552

.2 Summary of mapping of B2 (IRT) fares ............................................................................................. 552

B.3 Summary of mapping of B3 (Special) fares ...................................................................................... 553

Annex C (informative) NeTEx Passenger Information Query model ..................................................... 554

C.1 PiRequest ...................................................................................................................................................... 554

C.1.1 PI Request dependencies ........................................................................................................................ 554

C.1.2 Pi Request ..................................................................................................................................................... 556

Annex D (informative) How to go from a trip (from NeTEx Part1&2) to a fare ?............................... 594

D.1 Passenger Trip .............................................................................................................................................. 594

D.1.1 Passenger Trip Model .............................................................................................................................. 594

D.1.2 Passenger Fare Offer Model ................................................................................................................... 603

Annex E (informative) Proposed model for Parking Tariff ....................................................................... 608

E.1 Parking Tariff .............................................................................................................................................. 608

E.1.1 Parking Tariff – Conceptual MODEL .................................................................................................... 608

Annex F (informative) Changes in Version 1.1 ............................................................................................... 615

F.1 Introduction ................................................................................................................................................ 615

F.2 General Changes ......................................................................................................................................... 615

F.3 List of Changes ............................................................................................................................................ 615

Bibliography .............................................................................................................................................................. 621

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European foreword

This document (CEN/TS 16614-3:2020) has been prepared by Technical Committee CEN/TC 278

“Intelligent transport systems”, the secretariat of which is held by NEN.

Attention is drawn to the possibility that some of the elements of this document may be the subject

of patent rights. CEN shall not be held responsible for identifying any or all such patent rights.

This document supersedes CEN/TS 16614-3:2016.

This document presents Part 3 of the European Technical Specification known as “NeTEx”. NeTEx

provides a framework for specifying communications and data exchange protocols for

organisations wishing to exchange scheduled Information relating to public transport operations.

This Technical Specification is made up of three parts defining a single European Standard series,

which provides a complete exchange format for public transport networks, timetable description

and fare information.

• Part 1 is the description of the public transport network topology exchange format. It also

contains use cases shared with part 2, and modelling rules and the description of a framework

shared by all parts.
• Part 2 is the description of the scheduled timetables exchange format.
• Part 3 is the description of the fare information exchange format.
Part 1 is fully standalone, and part 2 and 3 rely on part 1.

The XML schema can be downloaded from http://netex-cen.eu, along with available guidance on its

use, example XML files, and case studies of national and local deployments.

This document is highly technical, and a special care has been taken to keep the text readable. In

particular a set of formatting conventions is followed that enhances the usual CEN writing rules in

order to distinguish references to elements of the formal models within text:

• Transmodel terms and NeTEx conceptual model elements are in capital letters (JOURNEY

PATTERN for example).

• NeTEx physical model names are in bold italic font and use camelcase style with no spaces

(JourneyPattern for example).

• NeTEx physical model attribute types are in italic style and use camelcase style with no spaces

(TypeOfEntity for example).

According to the CEN/CENELEC Internal Regulations, the national standards organisations of the

following countries are bound to announce this document: Austria, Belgium, Bulgaria, Croatia,

Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,

Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,

Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,

Turkey and the United Kingdom.
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Introduction

Public transport services rely increasingly on information systems to ensure reliable, efficient operation

and widely accessible, accurate passenger information. These systems are used for a range of specific

purposes: setting schedules and timetables; managing vehicle fleets; publicising fares, issuing tickets

and receipts; providing real-time information on service running, and so on.

The first two parts of the European Technical Specification NeTEx specify a Network and Timetable

Exchange for Public Transport. It is intended to be used to exchange data relating to scheduled public

transport between the systems of PT organisations. It can also be seen as complementary to the SIRI

(Service Interface for Real-time Information) standard, as SIRI needs a prior exchange of reference data

from NeTEx’s scope to provide the necessary context for the subsequent exchange of a real-time data.

This document (NeTEx – Part 3) specifies exchanges of Public Transport fares between systems and

organisations. It is a complement to Part 1 and Part 2 in the sense that it uses a subset of concepts

defined there.

Well-defined, open interfaces have a crucial role in improving the economic and technical viability of

Public Transport Information Systems of all kinds. Using standardised interfaces, systems can be

implemented as discrete pluggable modules that can be chosen from a wide variety of suppliers in a

competitive market, rather than as monolithic proprietary systems from a single supplier. Interfaces

also allow the systematic automated testing of each functional module, vital for managing the

complexity of increasing large and dynamic systems. Furthermore, individual functional modules can be

replaced or evolved, without unexpected breakages of obscurely dependent function.

This standard will improve a number of features of public transport information and service

management: Interoperability – the standard will facilitate interoperability between information

processing systems of the transport operators by: (i) introducing common architectures for message

exchange; (ii) introducing a modular set of compatible information services, (iii) using common data

models and schemas for the messages exchanged for each service; and (iv) introducing a consistent

approach to data management.

Technical advantages include the following: a modular reusing of a common communication layer

shared with SIRI for all the various technical services enables cost-effective implementations, and

makes the standard readily extensible in future.
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1 Scope
1.1 General

NeTEx is dedicated to the exchange of scheduled data (network, timetable and fare information). It is

based on Transmodel V5.1 (EN 12986), IFOPT (EN 28701) and SIRI (CEN/TS 15531-4/5 and EN 15531-

1/2/3 ) and supports the exchange of information of relevance for passenger information about public

transport services and also for running Automated Vehicle Monitoring Systems (AVMS).

NOTE NeTEx is a refinement and an implementation of Transmodel and IFOPT; the definitions and

explanations of these concepts are extracted directly from the respective standard and reused in NeTEx,

sometimes with adaptations in order to fit the NeTEx context. Although the data exchanges targeted by

NeTEx are predominantly oriented towards provisioning passenger information systems and AVMS

with data from transit scheduling systems, it is not restricted to this purpose and NeTEx can also

provide an effective solution to many other use cases for transport data exchange.

1.2 Fares scope

This Part 3 of NeTEx, is specifically concerned with the exchange of fare structures and fare data, using

data models that relate to the underlying network and timetable models defined in Part 1 and Part 2 and

the Fare Collection data model defined in Transmodel V51. See the use cases below for the overall scope

of Part 3. In summary, it is concerned with data for the following purposes:

(i) To describe the many various possible fare structures that arise in public transport (for

example, flat fares, zonal fares, time dependent fares, distance-based fares, stage fares, pay

as you go fares, season passes, etc., etc.).

(ii) To describe the fare products that may be purchased having these fare structures and to

describe the conditions that may attach to particular fares, for example if restricted to

specific groups of users, or subject to temporal restrictions. These conditions may be

complex.

(i) To allow actual price data to be exchanged. Note however that NeTEx does not itself specify

pricing algorithms or how fares should be calculated. This is the concern of Fare

Management Systems. It may be used may be used to exchange various parameters required

for pricing calculations that are needed to explain or justify a fare.

(iii) To include the attributes and the text descriptions necessary to present fares and their

conditions of sale and use to the public.

NeTEx should be regarded as being ‘upstream’ of retail systems and allows fare data to be managed and

integrated with journey planning and network data in public facing information systems. It is

complementary to and distinct from the ‘downstream’ ticketing and retail systems that sell fares and of

the control systems that validate their use. See ‘Excluded Use Cases’ below for further information on

the boundaries of NeTEx with Fare Management Systems.
Under preparation.
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1.3 Transport modes

All mass public transport modes are taken into account by NeTEx, including train, bus, coach, metro,

tramway, ferry, and their submodes. It is possible to describe airports, air journeys, and air fares, but

there has not been any specific consideration of any additional requirements that apply specifically to

air transport.
1.4 Compatibility with existing standards and recommendations

The overall approach for the definition of fares within NeTEx Part 3 follows the approach used by

Transmodel V5.1, namely the definition of access rights rather than of just products.

This approach, used in Transmodel V5.1 (Fare Collection data model) to specify the access rights related

to the urban public transport (for all urban modes) has been extended to cover access rights for long-

distance rail.

NOTE The concepts from Transmodel V5.1 and IFOPT used and/or modified by NeTEx are incorporated into

Transmodel V6 to guarantee compatibility and coherence of standards.

Concepts covered in NeTEx Part 1 and 2 that relate in particular to long-distance train travel include;

rail operators and related organizations; stations and related equipment; journey coupling and journey

parts; train composition and facilities; planned passing times; timetable versions and validity conditions

and train routing restrictions.

In the case of long distance train access rights, NeTEx takes into account the requirements formulated

by the ERA (European Rail Agency) – TAP/TSI (Telematics Applications for Passenger/ Technical

Specification for Interoperability, entered into force on 13 May 2011 as the Commission Regulation (EU)

No 454/2011), based on UIC directives. These relate in particular to the B1 (Non Reservation Tickets),

B2 (Integrated Reservation Tickets) and B3 (Special Fares) along with various UIC Leaflets.

As regards the other exchange protocols for network and timetable exchanges, a formal compatibility is

ensured with TransXChange (UK), VDV 452 (Germany), NEPTUNE (France), BISON (The Netherlands)

and NOPTIS (Nordic Public Transport Interface Standard).

The exchange of data in NeTEx format can be undertaken using a variety of protocols. For example:

through dedicated web services, through data file exchanges, or by using the SIRI exchange protocol as

described in part 2 of the SIRI documentation. NeTEx adds additional services using the common SIRI

transport mechanism.
2 Normative references

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements of this document. For dated references, only the edition c

...

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