Classification of the Existing Knowledge Base of OR/MS Research and Practice (1990-2019) using a Proposed Classification Scheme

This is the author accepted manuscript. The final version is available from Elsevier via the DOI in this recordOperations Research/Management Science (OR/MS) has traditionally been defined as the discipline that applies advanced analytical methods to help make better and more informed decisions. The purpose of this paper is to present an analysis of the existing knowledge base of OR/MS research and practice using a proposed keywords-based approach. A conceptual structure is necessary in order to place in context the findings of our keyword analysis. Towards this we first present a classification scheme that relies on keywords that appeared in articles published in important OR/MS journals from 1990-2019 (over 82,000 articles). Our classification scheme applies a methodological approach towards keyword selection and its systematic classification, wherein approximately 1300 most frequently used keywords (in terms of cumulative percentage, these keywords and their derivations account for more than 45% of the approx. 290,000 keyword occurrences used by the authors to represent the content of their articles) were selected and organised in a classification scheme with seven top-level categories and multiple levels of sub-categories. The scheme identified the most commonly used keywords relating to OR/MS problems, modeling techniques and applications. Next, we use this proposed scheme to present an analysis of the last 30 years, in three distinct time periods, to show the changes in OR/MS literature. The contribution of the paper is thus twofold, (a) the development of a proposed discipline-based classification of keywords (like the ACM Computer Classification System and the AMS Mathematics Subject Classification), and (b) an analysis of OR/MS research and practice using the proposed classification

Energy Efficient Policies, Scheduling, and Design for Sustainable Manufacturing Systems

Climate mitigation, more stringent regulations, rising energy costs, and sustainable manufacturing are pushing researchers to focus on energy efficiency, energy flexibility, and implementation of renewable energy sources in manufacturing systems. This thesis aims to analyze the main works proposed regarding these hot topics, and to fill the gaps in the literature. First, a detailed literature review is proposed. Works regarding energy efficiency in different manufacturing levels, in the assembly line, energy saving policies, and the implementation of renewable energy sources are analyzed. Then, trying to fill the gaps in the literature, different topics are analyzed more in depth. In the single machine context, a mathematical model aiming to align the manufacturing power required to a renewable energy supply in order to obtain the maximum profit is developed. The model is applied to a single work center powered by the electric grid and by a photovoltaic system; afterwards, energy storage is also added to the power system. Analyzing the job shop context, switch off policies implementing workload approach and scheduling considering variable speed of the machines and power constraints are proposed. The direct and indirect workloads of the machines are considered to support the switch on/off decisions. A simulation model is developed to test the proposed policies compared to others presented in the literature. Regarding the job shop scheduling, a fixed and variable power constraints are considered, assuming the minimization of the makespan as the objective function. Studying the factory level, a mathematical model to design a flow line considering the possibility of using switch-off policies is developed. The design model for production lines includes a targeted imbalance among the workstations to allow for defined idle time. Finally, the main findings, results, and the future directions and challenges are presented

Energy-aware coordination of machine scheduling and support device recharging in production systems

Electricity generation from renewable energy sources is crucial for achieving climate targets, including greenhouse gas neutrality. Germany has made significant progress in increasing renewable energy generation. However, feed-in management actions have led to losses of renewable electricity in the past years, primarily from wind energy. These actions aim to maintain grid stability but result in excess renewable energy that goes unused. The lost electricity could have powered a multitude of households and saved CO2 emissions. Moreover, feed-in management actions incurred compensation claims of around 807 million Euros in 2021. Wind-abundant regions like Schleswig-Holstein are particularly affected by these actions, resulting in substantial losses of renewable electricity production. Expanding the power grid infrastructure is a costly and time-consuming solution to avoid feed-in management actions. An alternative approach is to increase local electricity consumption during peak renewable generation periods, which can help balance electricity supply and demand and reduce feed-in management actions. The dissertation focuses on energy-aware manufacturing decision-making, exploring ways to counteract feed-in management actions by increasing local industrial consumption during renewable generation peaks. The research proposes to guide production management decisions, synchronizing a company's energy consumption profile with renewable energy availability for more environmentally friendly production and improved grid stability

Holistic, data-driven, service and supply chain optimisation: linked optimisation.

The intensity of competition and technological advancements in the business environment has made companies collaborate and cooperate together as a means of survival. This creates a chain of companies and business components with unified business objectives. However, managing the decision-making process (like scheduling, ordering, delivering and allocating) at the various business components and maintaining a holistic objective is a huge business challenge, as these operations are complex and dynamic. This is because the overall chain of business processes is widely distributed across all the supply chain participants; therefore, no individual collaborator has a complete overview of the processes. Increasingly, such decisions are automated and are strongly supported by optimisation algorithms - manufacturing optimisation, B2B ordering, financial trading, transportation scheduling and allocation. However, most of these algorithms do not incorporate the complexity associated with interacting decision-making systems like supply chains. It is well-known that decisions made at one point in supply chains can have significant consequences that ripple through linked production and transportation systems. Recently, global shocks to supply chains (COVID-19, climate change, blockage of the Suez Canal) have demonstrated the importance of these interdependencies, and the need to create supply chains that are more resilient and have significantly reduced impact on the environment. Such interacting decision-making systems need to be considered through an optimisation process. However, the interactions between such decision-making systems are not modelled. We therefore believe that modelling such interactions is an opportunity to provide computational extensions to current optimisation paradigms. This research study aims to develop a general framework for formulating and solving holistic, data-driven optimisation problems in service and supply chains. This research achieved this aim and contributes to scholarship by firstly considering the complexities of supply chain problems from a linked problem perspective. This leads to developing a formalism for characterising linked optimisation problems as a model for supply chains. Secondly, the research adopts a method for creating a linked optimisation problem benchmark by linking existing classical benchmark sets. This involves using a mix of classical optimisation problems, typically relating to supply chain decision problems, to describe different modes of linkages in linked optimisation problems. Thirdly, several techniques for linking supply chain fragmented data have been proposed in the literature to identify data relationships. Therefore, this thesis explores some of these techniques and combines them in specific ways to improve the data discovery process. Lastly, many state-of-the-art algorithms have been explored in the literature and these algorithms have been used to tackle problems relating to supply chain problems. This research therefore investigates the resilient state-of-the-art optimisation algorithms presented in the literature, and then designs suitable algorithmic approaches inspired by the existing algorithms and the nature of problem linkages to address different problem linkages in supply chains. Considering research findings and future perspectives, the study demonstrates the suitability of algorithms to different linked structures involving two sub-problems, which suggests further investigations on issues like the suitability of algorithms on more complex structures, benchmark methodologies, holistic goals and evaluation, processmining, game theory and dependency analysis

Cost Factor Focused Scheduling and Sequencing: A Neoteric Literature Review

The hastily emergent concern from researchers in the application of scheduling and sequencing has urged the necessity for analysis of the latest research growth to construct a new outline. This paper focuses on the literature on cost minimization as a primary aim in scheduling problems represented with less significance as a whole in the past literature reviews. The purpose of this paper is to have an intensive study to clarify the development of cost-based scheduling and sequencing (CSS) by reviewing the work published over several parameters for improving the understanding in this field. Various parameters, such as scheduling models, algorithms, industries, journals, publishers, publication year, authors, countries, constraints, objectives, uncertainties, computational time, and programming languages and optimization software packages are considered. In this research, the literature review of CSS is done for thirteen years (2010-2022). Although CSS research originated in manufacturing, it has been observed that CSS research publications also addressed case studies based on health, transportation, railway, airport, steel, textile, education, ship, petrochemical, inspection, and construction projects. A detailed evaluation of the literature is followed by significant information found in the study, literature analysis, gaps identification, constraints of work done, and opportunities in future research for the researchers and experts from the industries in CSS

Particle Swarm Optimization

Particle swarm optimization (PSO) is a population based stochastic optimization technique influenced by the social behavior of bird flocking or fish schooling.PSO shares many similarities with evolutionary computation techniques such as Genetic Algorithms (GA). The system is initialized with a population of random solutions and searches for optima by updating generations. However, unlike GA, PSO has no evolution operators such as crossover and mutation. In PSO, the potential solutions, called particles, fly through the problem space by following the current optimum particles. This book represents the contributions of the top researchers in this field and will serve as a valuable tool for professionals in this interdisciplinary field

A Polyhedral Study of Mixed 0-1 Set

We consider a variant of the well-known single node fixed charge network flow set with constant capacities. This set arises from the relaxation of more general mixed integer sets such as lot-sizing problems with multiple suppliers. We provide a complete polyhedral characterization of the convex hull of the given set