1. Introduction
With the continuous expansion of urban underground roads and highway tunnels in both construction scale and operational mileage, the number of underground interchange projects facilitating traffic transitions within underground road networks or between underground and surface roads has grown significantly [
1]. Among them, the diverging zone of underground interchanges have become high risk accident areas due to concentrated traffic conflicts caused by frequent lane-changing maneuvers among vehicles [
2]. Creating a reasonable lighting environment to meet drivers’ visual task requirements is crucial for the safety of traffic in diverging zones. Goswamy et al. found that after installing lighting at intersections, nighttime accidents decreased by 33% based on analysis of nighttime accident data [
3]. Scott analyzed the relationship between average road luminance and the nighttime-to-daytime accident ratio, concluding that when road luminance increased from 0.5 cd/m
2 to 1.0 cd/m
2, the nighttime-to-daytime accident ratio dropped from 57% to 42% [
4]. Both domestically and internationally, engineering measures that increase illumination in the diverging zone have been adopted [
5]. This approach aims to enhance drivers’ visual perception [
6] and vigilance [
7], thereby improving overall traffic safety. The International Commission on Illumination (CIE) states in its research report that the luminance level at interchange merging/diverging zones should exceed that of the approaching roadways [
8]. China’s Guidelines for Design of Lighting of Highway Tunnels stipulates that the luminance in tunnel diverging zones should not be less than three times that of the basic interior zones [
9]. This differentiated lighting design results in a marked luminance disparity between the interchange diverging zones inside the tunnel and the adjacent interior zones, giving rise to two distinct lighting environments characterized by a bright–dark contrast, as shown in
Figure 1. When a driver travels through such tunnel, moving from the bright environment into the dark environment, the excessive luminance contrast can create a “black-hole effect” in his visual field. This impairs their ability to discern the road ahead, often prompting an abrupt deceleration that may in turn trigger new traffic conflicts and safety hazards [
10]. Therefore, investigating the bright–dark lighting environmental characteristics of tunnel interchange diverging zones that preserve drivers’ visual ability is essential for improving road safety.
Current studies on how bright–dark lighting environments influence driver’s visual perception and traffic safety have predominantly examined the daylight in the tunnel entrance scenario. Regarding research methodologies and evaluation metrics for the bright–dark lighting environment quality, Schreuder et al. firstly recreated various combinations of exterior luminance, tunnel threshold zone luminance, and small target luminance in the laboratory. They used whether subjects could detect the small target within a set time as the criterion to investigate how the relationship between the threshold zone and exterior luminance influences the driver’s visual ability [
11]. Narisada et al. employed a similar experimental methodology, progressively scaling the tunnel entrance and target dimensions in proportion to distance and speed during the experiment, thereby investigating the test results and evolving patterns under dynamic conditions [
12]. He et al. conducted visual-performance experiments by simulating a threshold zone lighting environment and measuring and analyzing drivers’ reaction times to detect a small target so as to evaluate the lighting quality of the threshold zone [
13]. Due to the differences between the simulated lighting environment in the laboratory and the real tunnel threshold zone lighting environment, the validation of the corresponding research conclusions in engineering applications is limited [
14]. Some researchers have carried out investigations directly at tunnel entrances, but it is difficult to collect data such as the reaction time and detection probability during actual vehicle tests. To investigate the impact of tunnel entrance lighting environments on drivers’ visual cognition capability, researchers conducted naturalistic driving recognition tests using small targets at a tunnel entrance based on the recommendation by CIE. They measured drivers’ visual recognition distances to these targets when approaching tunnels at various speeds from outside of the entrances [
15]. Based on the driving visual task, i.e., requiring timely detection of road obstacles within a safe distance, this approach evaluates whether the tunnel threshold lighting meets safety requirements [
16]. The achieved conclusions better align with actual driving needs of safety.
In the studies of the factors affecting drivers’ visual recognition ability in the bright–dark lighting environment at a tunnel entrance, researchers have explored and analyzed three aspects: luminance reduction factor at the threshold zone, color temperature of the lighting source, and the target’s position. Among them, the luminance reduction factor at the threshold zone is defined as the ratio of the threshold zone of luminance inside the tunnel to the luminance outside the tunnel. A higher factor means the lighting luminance at the threshold zone more closely matches the exterior luminance. Based on collected visual recognition distances of drivers detecting small targets at the road surface, Hu et al. established a positive correlation between the visual recognition distances and luminance reduction factor at the threshold zone. They concluded that higher factors correspond to increased visual recognition distances and enhanced visual capabilities for small target detection [
15]. The color temperature of lighting sources in tunnel threshold zones also affects drivers’ visual recognition distance. Ma investigated the impact of lighting source color temperatures on drivers’ visual capability in tunnel entrances The study revealed that when the natural light color temperature is below 6000 K, a higher lighting source color temperature in the threshold zone correlates with longer driver visual recognition distances. Conversely, when the natural light color temperature exceeds 6000 K, a lower lighting source color temperature results in extended visual recognition distances [
17]. Besides the impact of lighting characteristics on drivers’ visual recognition distance in tunnel entrance zones, Wang and Zhang also analyzed the relationship between the location of road obstacles in tunnel entrance zones and drivers’ visual recognition distance. They found that the visual recognition distance of obstacles in the tunnel entrance zone shows a V-shape variation trend with its location, and the shortest visual recognition distance occurs when the obstacle is located approximately 60 to 80 m away from the tunnel entrance [
14,
18].
By investigating the effects of various factors on drivers’ visual recognition distance in the bright–dark lighting environment at tunnel entrance zones, researchers have proposed different luminance reduction factors at the threshold zone to optimize the luminance of the tunnel threshold zone. The range of luminance reduction factors at the threshold zone obtained in the relevant research findings is between 0.01 and 0.07 (with luminance ratios of approximately 100 to 14) [
9,
19]. Due to the significantly lower overall luminance value of the bright–dark lighting environment in tunnel interchange diverging zones compared with that at tunnel entrances, maintaining equivalent visual recognition distance capabilities for drivers requires distinct luminance ratios in different scenarios [
11,
12]. The luminance ratio of the bright–dark lighting environment at the tunnel entrance zone is not applicable to the diverging zone of the tunnel interchange. Otherwise, it is likely to form the “black-hole effect”, which poses traffic safety risks. At present, in the research on the lighting environment of the diverging zone of the tunnel interchanges, Ding et al. have analyzed the various patterns of lighting quality characteristics such as road surface illuminance and uniformity by changing parameters like the layout, spacing, and mounting angles. However, there is still a gap in the research on how the luminance ratio of the bright–dark lighting environment in the diverging zone of the tunnel interchanges affects drivers’ recognition abilities [
20].
Based on an analysis of factors affecting drivers’ visual recognition capabilities in bright–dark lighting environments, this study aims to design a naturalistic driving recognition test plan involving multivariate-coupled tunnel lighting conditions for small targets. Field tests are conducted to collect drivers’ visual recognition distance data for these targets. The research further analyzes how bright–dark lighting environments in tunnels influence the visual recognition distance and driving safety, which provides a reference basis for luminance design in the diverging zone of tunnel interchanges.
2. Mechanisms and Influencing Factors
In order to ensure the driving safety of drivers, the quality of road lighting environments should be able to ensure that drivers’ visual recognition distance of obstacles on the road consistently exceeds the safety distance required to take necessary actions [
21]. Meanwhile, the stopping sight distance is recognized as the minimum safety distance threshold [
22]. Thus, drivers’ visual recognition distance for road obstacles must surpass the stopping sight distance. The stopping sight distance values required for safe driving under various vehicle speeds have been specified in standard guidelines. Furthermore, drivers’ visual recognition distance for road obstacles in different road lighting environments correlates with the visibility level (
VL). The visibility level (
VL) of a road surface obstacle indicates how much its actual luminance contrast exceeds the threshold contrast against the background, calculated with Equations (1) and (2). With a higher
VL, the drivers’ visual recognition distance to the obstacles is also increased [
23].
where
is the visibility level;
is the actual luminance contrast between the obstacle and the road background; and
is the threshold luminance contrast at which the obstacle is nearly visible against the background.
where
is the obstacle luminance, cd/m
2 and
is the background luminance, cd/m
2.
Under bright–dark lighting conditions, when the driver recognizes obstacles in a dark environment from a bright environment, the high-luminance light entering the eye scatters to form an equivalent veiling luminance (
) that uniformly overlays the retina. At this time, the eyes’ adapted luminance (
) is the sum of the obstacles’ background luminance (
) and the equivalent veiling luminance (
), as shown in Equation (3). As the adaptive luminance in the drivers’ visual field increases, the contrast threshold required to detect a road target decreases, thereby improving the obstacles’ visibility level and extending the drivers’ visual recognition distance [
24]. On the other hand, the equivalent veiling luminance in the bright–dark lighting environments attenuates the perceived contrast (
) of obstacles [
25], thereby lowering the obstacles’ visibility level and shortening visual recognition distance, as shown in Equation (4) and
Figure 2. Therefore, the magnitude of equivalent veiling luminance in bright–dark lighting environments directly influences the distance at which drivers can detect road surface obstacles.
where
is the adaptive luminance, cd/m
2 and
is the equivalent veiling luminance, cd/m
2.
where
is the contrast under bright–dark lighting environments.
As the driver moves from the bright environment to the dark environment with a fixed visual field angle, the proportion of bright area in that field shrinks while the dark area grows, thereby altering the magnitude of the perceived equivalent veiling luminance. Adrian’s proposed method for calculating equivalent veiling luminance based on polar diagrams determines the luminance value by measuring the brightness of each sector in the polar diagram shown in
Figure 3 and integrating these values, as detailed in Equation (5) [
26,
27]. Hu et al. simplified this model, demonstrating that the equivalent veiling luminance can be calculated as a weighted average of the luminance of each zone multiplied by its corresponding area fraction [
28]. The luminance of each zone is determined by the design values of the bright–dark environments, while the area proportions depend on the spatial position of the driver or the small target within the bright–dark lighting environment.
where
is the equivalent veiling luminance, cd/m
2;
is the luminance value at the polar coordinate
, cd/m
2;
is the angle between the drivers’ line of sight and the glare source, ° or rad;
is the angle between the calculation point and the polar coordinate axis, ° or rad; and
K is a constant: when
is expressed in degrees,
K = 10; when
is expressed in radians,
K = 0.003.
Through the above analysis, three key factors affecting drivers’ visual recognition distance for road obstacles in bright–dark lighting environments are identified: (1) the luminance of the dark environment, (2) the luminance of the bright environment, or luminance ratio of the bright–dark environments, and (3) the position of the obstacle (or the driver) within the bright–dark lighting environments.
5. Discussion
The variation patterns and characteristics of drivers’ visual recognition distance under the influence of factors, i.e., the bright–dark environments luminance ratio, the luminance of the dark environment, and the position of small targets in the bright–dark lighting environments of the diverging zone in an interchange within a tunnel were investigated in this study. A fitting model was established between the visual recognition distance and the bright–dark luminance ratio, the luminance of the dark environment. The threshold value of the luminance ratio between the bright environment (diverging zone) and the dark environment (interior zone) was analyzed to meet the requirement of safe driving stopping sight distance. The research results show that when the vehicle operating speed inside the tunnel is 80 km/h, the threshold of luminance ratio is less than that specified by the regulations, i.e., three times when the luminance of the interior zone of the tunnel is set as 1.5 cd/m2 or 2.5 cd/m2. If the diverging zone lighting is set according to the specification (luminance ratio as three times), drivers’ visual recognition distance for road obstacles at the boundary between the diverging zone and interior zone will be shorter than the safe stopping sight distance, which creates a traffic safety hazard.
By comparing drivers’ visual recognition distance in bright–dark lighting environments with the safe stopping sight distance, an upper-limit threshold for the bright–dark luminance ratio to meet the visual demands for safe driving was proposed in this study. This differs from the specification’s lower-limit requirement that the diverge area luminance should not be less than three times the interior zone luminance, which is intended to increase and safeguard driving safety by increasing the diverge zone luminance. Experimental results show that when the luminance ratio in the bright–dark lighting environments increases, drivers’ recognition distance decreases. When the luminance of the interior zone remains constant, a higher ratio enlarges the luminance difference between the bright and dark environment, which also increases the equivalent veiling luminance within the driver’s visual field. This reduces the visibility of small targets and thus shortens visual recognition distance [
24]. Therefore, establishing an upper-limit threshold for the bright–dark luminance ratio is recommended to ensure adequate stopping sight distance for drivers at interchange diverging zone within tunnels and to enhance traffic safety.
On the other hand, the luminance of the dark environment in the bright–dark lighting environments also affects drivers’ safe visual recognition distance. Existing studies indicate that, when the luminance ratio of the bright–dark lighting environments remains constant, synchronously increasing the luminance of both the diverging zone and the interior zone raises the adaptive luminance of the driver’s visual field, and proportionally enlarges the luminance difference between the small target and its background, thereby improving the driver’s visual recognition distance and ability for objects ahead [
12]. Likewise, to achieve the safe stopping sight distance, the threshold of the bright–dark luminance ratio that ensures safe driving varies with the luminance of the dark environment.
In the tunnel threshold zone characterized by a bright–dark lighting environments, Hu et al. [
15] examined lighting quality and conducted naturalistic driving visual recognition distance tests for small targets. They found that visual recognition distance is positively correlated with the threshold zone luminance reduction factor (the reciprocal of the luminance ratio). To satisfy the safe stopping sight distance for an 80 km/h operating speed, a threshold zone luminance reduction factor of 0.045 (corresponding to a luminance ratio of about 22) was derived. Compared with the bright–dark lighting environments in the interchange diverging zone of a highway tunnel, the overall luminance level in the tunnel threshold zone is higher; the findings indicate that a larger luminance ratio can be set to ensure driving safety. This indirectly confirms that, as the luminance of the dark environment in the bright–dark lighting environments increases, the allowable threshold value of the luminance ratio for safe driving also increases. Comparative analysis of the two bright–dark lighting environments reveals that, although the patterns governing the effects of visual recognition distance factors are similar, the numerical values differ significantly. The findings of this study supplement and refine the threshold of the bright–dark environments luminance ratio for interchange diverging zones in highway tunnels, where the overall luminance is low, yet a luminance difference exists between the bright (diverging zone) and dark (interior zone) environments. These results provide valuable guidance for establishing lighting conditions that ensure safe stopping sight distances and enhance driving safety in such highway tunnels.
Due to field-test constraints, this study examined naturalistic driving visual recognition distance only at 80 km/h. Previous findings show that visual recognition distances for road obstacles in tunnel threshold zone decrease with increasing speed [
14]. Therefore, the influence of vehicle speed on visual recognition distance in interchange diverging zone within tunnels requires further investigation. Moreover, the color temperature of the light source also affects drivers’ visual recognition distance for road obstacles [
32]. Since the on-site luminaires were all a fixed color temperature (4500 K), this study only examined recognition patterns under that specific color temperature. How recognition distance varies under other color temperatures source remains to be studied in future research.
6. Conclusions
Based on an analysis of the key factors affecting driver visual recognition ability in bright–dark lighting environments, the naturalistic driving tests using small targets to investigate the variation patterns and characteristics of driver visual recognition distance under the bright–dark lighting conditions between the interchange diverging zone and the interior zone of tunnels were conducted in this study.
In a bright–dark lighting environments, factors such as the position of a small target, the bright–dark environments luminance ratio, and the luminance of the dark environment all significantly affect drivers’ visual recognition distance. When the bright–dark lighting environments remain unchanged and the small target is placed at the boundary, its impact on driver visual recognition distance is the greatest. If the luminance ratio is kept constant while the overall luminance of both environments increases, the visual recognition distance improves. Conversely, if the dark environment luminance stays the same and the bright–dark environments luminance ratio rises, the visual recognition distance decreases.
The developed bivariate regression model relating to the dark environment luminance, bright–dark environment luminance ratio, and visual recognition distance of small targets at the bright–dark boundary shows that the luminance ratio threshold required for safe stopping sight distance varies with changes in interior zone luminance.