AI and OR in management of operations: history and trends

The last decade has seen a considerable growth in the use of Artificial Intelligence (AI) for operations management with the aim of finding solutions to problems that are increasing in complexity and scale. This paper begins by setting the context for the survey through a historical perspective of OR and AI. An extensive survey of applications of AI techniques for operations management, covering a total of over 1200 papers published from 1995 to 2004 is then presented. The survey utilizes Elsevier's ScienceDirect database as a source. Hence, the survey may not cover all the relevant journals but includes a sufficiently wide range of publications to make it representative of the research in the field. The papers are categorized into four areas of operations management: (a) design, (b) scheduling, (c) process planning and control and (d) quality, maintenance and fault diagnosis. Each of the four areas is categorized in terms of the AI techniques used: genetic algorithms, case-based reasoning, knowledge-based systems, fuzzy logic and hybrid techniques. The trends over the last decade are identified, discussed with respect to expected trends and directions for future work suggested

Redesigning the jMetal Multi-Objective Optimization Framework

jMetal, an open source, Java-based framework for multi-objective optimization with metaheuristics, has become a valuable tool for many researches in the area as well as for some industrial partners in the last ten years. Our experience using and maintaining it during that time, as well as the received comments and suggestions, have helped us improve the jMetal design and identify significant features to incorporate. This paper revisits the jMetal architecture, describing its refined new design, which relies on design patterns, principles from object-oriented design, and a better use of the Java language features to improve the quality of the code, without disregarding jMetal ever goals of simplicity, facility of use, flexibility, extensibility and portability. Among the newly incorporated features, jMetal supports live interaction with running algorithms and parallel execution of algorithms.Universidad de Málaga. Campus de Excelencia Internacional Andalucía Tech

Resource dedication problem in a multi-project environment

There can be different approaches to the management of resources within the context of multi-project scheduling problems. In general, approaches to multiproject scheduling problems consider the resources as a pool shared by all projects. On the other hand, when projects are distributed geographically or sharing resources between projects is not preferred, then this resource sharing policy may not be feasible. In such cases, the resources must be dedicated to individual projects throughout the project durations. This multi-project problem environment is defined here as the resource dedication problem (RDP). RDP is defined as the optimal dedication of resource capacities to different projects within the overall limits of the resources and with the objective of minimizing a predetermined objective function. The projects involved are multi-mode resource constrained project scheduling problems with finish to start zero time lag and non-preemptive activities and limited renewable and nonrenewable resources. Here, the characterization of RDP, its mathematical formulation and two different solution methodologies are presented. The first solution approach is a genetic algorithm employing a new improvement move called combinatorial auction for RDP, which is based on preferences of projects for resources. Two different methods for calculating the projects’ preferences based on linear and Lagrangian relaxation are proposed. The second solution approach is a Lagrangian relaxation based heuristic employing subgradient optimization. Numerical studies demonstrate that the proposed approaches are powerful methods for solving this problem

Improving the multi-objective evolutionary optimization algorithm for hydropower reservoir operations in the California Oroville-Thermalito complex

This study demonstrates the application of an improved Evolutionary optimization Algorithm (EA), titled Multi-Objective Complex Evolution Global Optimization Method with Principal Component Analysis and Crowding Distance Operator (MOSPD), for the hydropower reservoir operation of the Oroville-Thermalito Complex (OTC) - a crucial head-water resource for the California State Water Project (SWP). In the OTC's water-hydropower joint management study, the nonlinearity of hydropower generation and the reservoir's water elevation-storage relationship are explicitly formulated by polynomial function in order to closely match realistic situations and reduce linearization approximation errors. Comparison among different curve-fitting methods is conducted to understand the impact of the simplification of reservoir topography. In the optimization algorithm development, techniques of crowding distance and principal component analysis are implemented to improve the diversity and convergence of the optimal solutions towards and along the Pareto optimal set in the objective space. A comparative evaluation among the new algorithm MOSPD, the original Multi-Objective Complex Evolution Global Optimization Method (MOCOM), the Multi-Objective Differential Evolution method (MODE), the Multi-Objective Genetic Algorithm (MOGA), the Multi-Objective Simulated Annealing approach (MOSA), and the Multi-Objective Particle Swarm Optimization scheme (MOPSO) is conducted using the benchmark functions. The results show that best the MOSPD algorithm demonstrated the best and most consistent performance when compared with other algorithms on the test problems. The newly developed algorithm (MOSPD) is further applied to the OTC reservoir releasing problem during the snow melting season in 1998 (wet year), 2000 (normal year) and 2001 (dry year), in which the more spreading and converged non-dominated solutions of MOSPD provide decision makers with better operational alternatives for effectively and efficiently managing the OTC reservoirs in response to the different climates, especially drought, which has become more and more severe and frequent in California

Multi-mode resource constrained multi-project scheduling and resource portfolio problem

This paper introduces a multi-project problem environment which involves multiple projects with assigned due dates; with activities that have alternative resource usage modes; a resource dedication policy that does not allow sharing of resources among projects throughout the planning horizon; and a total budget. There are three issues to face when investigating this multiproject environment. First, the total budget should be distributed among different resource types to determine the general resource capacities which correspond to the total amount for each renewable resource to be dedicated to the projects. With the general resource capacities at hand, the next issue is to determine the amounts of resources to be dedicated to the individual projects. With the dedication of resources accomplished, the scheduling of the projects' activities reduces to the multi-mode resource constrained project scheduling problem (MRCPSP) for each individual project. Finally the last issue is the effcient solution of the resulting MRCPSPs. In this paper, this multi-project environment is modeled in an integrated fashion and designated as the Resource Portfolio Problem. A two-phase and a monolithic genetic algorithm are proposed as two solution approaches each of which employs a new improvement move designated as the combinatorial auction for resource portfolio and the combinatorial auction for resource dedication. Computational study using test problems demonstrated the effectiveness of the solution approach proposed

A Multi-Objective Planning Framework for Optimal Integration of Distributed Generations

This paper presents an evolutionary algorithm for analyzing the best mix of distributed generations (DG) in a distribution network. The multi-objective optimization aims at minimizing the total cost of real power generation, line losses and CO2 emissions, and maximizing the benefits from the DG over a 20 years planning horizon. The method assesses the fault current constraint imposed on the distribution network by the existing and new DG in order not to violate the short circuit capacity of existing switchgear. The analysis utilizes one of the highly regarded evolutionary algorithm, the Strength Pareto Evolutionary Algorithm 2 (SPEA2) for multi-objective optimization and MATPOWER for solving the optimal power flow problems

A variable neighborhood search simheuristic for project portfolio selection under uncertainty

With limited nancial resources, decision-makers in rms and governments face the task of selecting the best portfolio of projects to invest in. As the pool of project proposals increases and more realistic constraints are considered, the problem becomes NP-hard. Thus, metaheuristics have been employed for solving large instances of the project portfolio selection problem (PPSP). However, most of the existing works do not account for uncertainty. This paper contributes to close this gap by analyzing a stochastic version of the PPSP: the goal is to maximize the expected net present value of the inversion, while considering random cash ows and discount rates in future periods, as well as a rich set of constraints including the maximum risk allowed. To solve this stochastic PPSP, a simulation-optimization algorithm is introduced. Our approach integrates a variable neighborhood search metaheuristic with Monte Carlo simulation. A series of computational experiments contribute to validate our approach and illustrate how the solutions vary as the level of uncertainty increases