From metaheuristics to learnheuristics: Applications to logistics, finance, and computing

Un gran nombre de processos de presa de decisions en sectors estratègics com el transport i la producció representen problemes NP-difícils. Sovint, aquests processos es caracteritzen per alts nivells d'incertesa i dinamisme. Les metaheurístiques són mètodes populars per a resoldre problemes d'optimització difícils en temps de càlcul raonables. No obstant això, sovint assumeixen que els inputs, les funcions objectiu, i les restriccions són deterministes i conegudes. Aquests constitueixen supòsits forts que obliguen a treballar amb problemes simplificats. Com a conseqüència, les solucions poden conduir a resultats pobres. Les simheurístiques integren la simulació a les metaheurístiques per resoldre problemes estocàstics d'una manera natural. Anàlogament, les learnheurístiques combinen l'estadística amb les metaheurístiques per fer front a problemes en entorns dinàmics, en què els inputs poden dependre de l'estructura de la solució. En aquest context, les principals contribucions d'aquesta tesi són: el disseny de les learnheurístiques, una classificació dels treballs que combinen l'estadística / l'aprenentatge automàtic i les metaheurístiques, i diverses aplicacions en transport, producció, finances i computació.Un gran número de procesos de toma de decisiones en sectores estratégicos como el transporte y la producción representan problemas NP-difíciles. Frecuentemente, estos problemas se caracterizan por altos niveles de incertidumbre y dinamismo. Las metaheurísticas son métodos populares para resolver problemas difíciles de optimización de manera rápida. Sin embargo, suelen asumir que los inputs, las funciones objetivo y las restricciones son deterministas y se conocen de antemano. Estas fuertes suposiciones conducen a trabajar con problemas simplificados. Como consecuencia, las soluciones obtenidas pueden tener un pobre rendimiento. Las simheurísticas integran simulación en metaheurísticas para resolver problemas estocásticos de una manera natural. De manera similar, las learnheurísticas combinan aprendizaje estadístico y metaheurísticas para abordar problemas en entornos dinámicos, donde los inputs pueden depender de la estructura de la solución. En este contexto, las principales aportaciones de esta tesis son: el diseño de las learnheurísticas, una clasificación de trabajos que combinan estadística / aprendizaje automático y metaheurísticas, y varias aplicaciones en transporte, producción, finanzas y computación.A large number of decision-making processes in strategic sectors such as transport and production involve NP-hard problems, which are frequently characterized by high levels of uncertainty and dynamism. Metaheuristics have become the predominant method for solving challenging optimization problems in reasonable computing times. However, they frequently assume that inputs, objective functions and constraints are deterministic and known in advance. These strong assumptions lead to work on oversimplified problems, and the solutions may demonstrate poor performance when implemented. Simheuristics, in turn, integrate simulation into metaheuristics as a way to naturally solve stochastic problems, and, in a similar fashion, learnheuristics combine statistical learning and metaheuristics to tackle problems in dynamic environments, where inputs may depend on the structure of the solution. The main contributions of this thesis include (i) a design for learnheuristics; (ii) a classification of works that hybridize statistical and machine learning and metaheuristics; and (iii) several applications for the fields of transport, production, finance and computing

Multi-Objective and Multi-Attribute Optimisation for Sustainable Development Decision Aiding

Optimization is considered as a decision-making process for getting the most out of available resources for the best attainable results. Many real-world problems are multi-objective or multi-attribute problems that naturally involve several competing objectives that need to be optimized simultaneously, while respecting some constraints or involving selection among feasible discrete alternatives. In this Reprint of the Special Issue, 19 research papers co-authored by 88 researchers from 14 different countries explore aspects of multi-objective or multi-attribute modeling and optimization in crisp or uncertain environments by suggesting multiple-attribute decision-making (MADM) and multi-objective decision-making (MODM) approaches. The papers elaborate upon the approaches of state-of-the-art case studies in selected areas of applications related to sustainable development decision aiding in engineering and management, including construction, transportation, infrastructure development, production, and organization management

Development of emergency response systems by intelligent and integrated approaches for marine oil spill accidents

Oil products play a pervasive role in modern society as one of the dominant energy fuel sources. Marine activities related to oil extraction and transportation play a vital role in resource supply. However, marine oil spills occur due to such human activities or harsh environmental factors. The emergency accidents of spills cause negative impacts on the marine environment, human health, and economic loss. The responses to marine oil spills, especially large-scale spills, are relatively challenging and inefficient due to changing environmental conditions, limited response resources, various unknown or uncertain factors and complex resource allocation processes. The development of previous research mainly focused on single process simulation, prediction, or optimization (e.g., oil trajectory, weathering, or cleanup optimization). There is still a lack of research on comprehensive and integrated emergency responses considering multiple types of simulations, types of resource allocations, stages of accident occurrence to response, and criteria for system optimizations. Optimization algorithms are an important part of system optimization and decision-making. Their performance directly affacts the quality of emergency response systems and operations. Thus, how to improve efficiency of emergency response systems becomes urgent and essential for marine oil spill management. The power and potential of integrating intelligent-based modeling of dynamic processes and system optimization have been recognized to better support oil spill responders with more efficient response decisions and planning tools. Meanwhile, response decision-making combined with human factor analysis can help quantitatively evaluate the impacts of multiple causal factors on the overall processes and operational performance after an accident. To address the challenges and gaps, this dissertation research focused on the development and improvement of new emergency response systems and their applications for marine oil spill response in the following aspects: 1) Realization of coupling dynamic simulation and system optimization for marine oil spill responses - The developed Simulation-Based Multi-Agent Particle Swarm Optimization (SA-PSO) modeling investigated the capacity of agent-based modeling on dynamic simulation of spill fate and response, particle swarm optimization on response allocation with minimal time and multi-agent system on information sharing. 2) Investigation of multi-type resource allocation under a complex simulation condition and improvement of optimization performance - The improved emergency response system was achieved by dynamic resource transportation, oil weathering and response simulations and resource allocation optimization. The enhanced particle swarm optimization (ME-PSO) algorithm performed outstanding convergence performance and low computation cost characteristics integrating multi-agent theory (MA) and evolutionary population dynamics (EPD). 3) Analysis and evaluation of influencing factors of multiple stages of spill accidents based on human factors/errors and multi-criteria decision making - The developed human factors analysis and classification system for marine oil spill accidents (HFACS-OS) framework qualitatively evaluated the influence of various factors and errors associated with the multiple operational stages considered for oil spill preparedness and response (e.g., oil spill occurrence, spill monitoring, decision making/contingency planning, and spill response). The framework was further coupled with quantitative data analysis by Fuzzy-based Technique for Order Preference by Similarity to Idea Solution (Fuzzy-TOPSIS) to enhance decision-making during response operations under multiple criteria. 4) Development of a multi-criteria emergency response system with the enhanced optimization algorithm, multi-mode resource transportation and allocation and a more complex and realistic simulation modelling - The developed multi-criteria emergency response system (MC-ERS) system integrated dynamic process simulations and weighted multi-criteria system optimization. Total response time, response cost and environmental impacts were regarded as multiple optimization goals. An improved weighted sum optimization function was developed to unify the scaling and proportion of different goals. A comparative PSO was also developed with various algorithm-improving methods and the best-performing inertia weight function. The proposed emergency response approaches in studies were examined by oil spill case studies related to the North Atlantic Ocean and Canada circumstances to analyze the modelling performance and evaluate their practicality and applicability. The developed optimization algorithms were tested by benchmarked functions, other optimization algorithms, and an oil spill case. The developed emergency response systems and the contained simulation and optimization algorithms showed the strong capability for decision-making and emergency responses by recommending optimal resource management or evaluations of essential factors. This research was expected to provide time-efficient, and cost-saving emergency response management approaches for handling and managing marine oil spills. The research also improved our knowledge of the significance of human factors/errors to oil spill accidents and response operations and provided improved support tools for decision making. The dissertation research helped fill some important gaps in emergency response research and management practice, especially in marine oil spill response, through an innovative integration of dynamic simulation, resource optimization, human factor analysis, and artificial intelligence methods. The research outcomes can also provide methodological support and valuable references for other fields that require timely and effective decisions, system optimizations, process controls, planning and designs under complicated conditions, uncertainties, and interactions

Review, challenges, design, and development

Peres, F., & Castelli, M. (2021). Combinatorial optimization problems and metaheuristics: Review, challenges, design, and development. Applied Sciences (Switzerland), 11(14), 1-39. [6449]. https://doi.org/10.3390/app11146449In the past few decades, metaheuristics have demonstrated their suitability in addressing complex problems over different domains. This success drives the scientific community towards the definition of new and better-performing heuristics and results in an increased interest in this research field. Nevertheless, new studies have been focused on developing new algorithms without providing consolidation of the existing knowledge. Furthermore, the absence of rigor and formalism to classify, design, and develop combinatorial optimization problems and metaheuristics represents a challenge to the field’s progress. This study discusses the main concepts and challenges in this area and proposes a formalism to classify, design, and code combinatorial optimization problems and metaheuristics. We believe these contributions may support the progress of the field and increase the maturity of metaheuristics as problem solvers analogous to other machine learning algorithms.publishersversionpublishe