Omega-international Journal of Management Science最新文献_第3页

Optimal dispatch schedule for the coordinated hydro-wind-photovoltaic system with non-priority output utilizing combined meta-heuristic 利用组合元启发式优化非优先输出的水力-风力-光伏协调系统的调度计划

IF 6.7 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2024-10-02 DOI: 10.1016/j.omega.2024.103198

Lu Gan , Qian Xiong , Xiuyun Chen , Zhiyi Lin , Wen Jiang

With rising power demand and stringent carbon emission regulations, renewable energy is gaining traction in the power grid. However, its acceptance is lower than that of fossil energy due to its inherent intermittency. This study is motivated by such challenges and seeks to overcome it by enabling electricity consumption through coordinated operation strategies for the hydro-wind-photovoltaic systems. To match electricity demand and maximize system power output, non-priority output scheduling should be used. This study presents a systematic nonlinear programming strategy coupled with a combined meta-heuristic approach. The programming aims to increase total power generation, control wasted power, and balance the fluctuation of fossil energy output. The programming makes use of the corresponding constraints for hydro, wind, and photovoltaic power generation. A scenario-based approach also considers the effects of seasonal meteorological factors on electricity output. To address NP-hard issues in complicated nonlinear programming, a hybrid cuckoo search technique and multiple objective particle swarm optimization are used. The combined meta-heuristic technique includes a flight and elimination mechanism to increase search capacity and accelerate convergence. The case study of a hydro-wind-photovoltaic system is then performed over a four-season scheduling horizon. The case supports the study's viability and efficacy. The findings demonstrate the developed methodology's ability to balance the three objectives. The optimal dispatch schedule is shown to reduce intermittency, ensure renewable energy acceptance, and then adjust the power source's installed capacity. This study's coordinated operation strategies promote a more efficient method of establishing MECS and help to reduce power grid risk.

随着电力需求的不断增长和严格的碳排放法规的实施，可再生能源在电网中的地位越来越重要。然而，由于其固有的间歇性，其接受度低于化石能源。本研究正是基于这种挑战，通过协调水力-风力-光伏系统的运行策略，实现电力消费，从而克服这一挑战。为匹配电力需求并最大化系统功率输出，应采用非优先输出调度。本研究提出了一种系统的非线性编程策略，并结合了元启发式方法。编程的目的是增加总发电量、控制浪费的电力以及平衡化石能源输出的波动。编程利用了水力、风力和光伏发电的相应约束条件。基于情景的方法还考虑了季节性气象因素对电力输出的影响。为解决复杂非线性编程中的 NP 难问题，采用了混合布谷鸟搜索技术和多目标粒子群优化技术。混合元启发式技术包括飞行和淘汰机制，以提高搜索能力和加速收敛。然后，在四季调度范围内对水力-风力-光伏系统进行了案例研究。该案例证明了研究的可行性和有效性。研究结果表明，所开发的方法能够平衡三个目标。结果表明，最优调度计划可减少间歇性，确保接受可再生能源，然后调整电源的装机容量。这项研究的协调运行策略促进了建立 MECS 的更有效方法，并有助于降低电网风险。

{"title":"Optimal dispatch schedule for the coordinated hydro-wind-photovoltaic system with non-priority output utilizing combined meta-heuristic","authors":"Lu Gan , Qian Xiong , Xiuyun Chen , Zhiyi Lin , Wen Jiang","doi":"10.1016/j.omega.2024.103198","DOIUrl":"10.1016/j.omega.2024.103198","url":null,"abstract":"<div><div>With rising power demand and stringent carbon emission regulations, renewable energy is gaining traction in the power grid. However, its acceptance is lower than that of fossil energy due to its inherent intermittency. This study is motivated by such challenges and seeks to overcome it by enabling electricity consumption through coordinated operation strategies for the hydro-wind-photovoltaic systems. To match electricity demand and maximize system power output, non-priority output scheduling should be used. This study presents a systematic nonlinear programming strategy coupled with a combined meta-heuristic approach. The programming aims to increase total power generation, control wasted power, and balance the fluctuation of fossil energy output. The programming makes use of the corresponding constraints for hydro, wind, and photovoltaic power generation. A scenario-based approach also considers the effects of seasonal meteorological factors on electricity output. To address NP-hard issues in complicated nonlinear programming, a hybrid cuckoo search technique and multiple objective particle swarm optimization are used. The combined meta-heuristic technique includes a flight and elimination mechanism to increase search capacity and accelerate convergence. The case study of a hydro-wind-photovoltaic system is then performed over a four-season scheduling horizon. The case supports the study's viability and efficacy. The findings demonstrate the developed methodology's ability to balance the three objectives. The optimal dispatch schedule is shown to reduce intermittency, ensure renewable energy acceptance, and then adjust the power source's installed capacity. This study's coordinated operation strategies promote a more efficient method of establishing MECS and help to reduce power grid risk.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"131 ","pages":"Article 103198"},"PeriodicalIF":6.7,"publicationDate":"2024-10-02","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142422113","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

A three-stage prediction model for firm default risk: An integration of text sentiment analysis 公司违约风险三阶段预测模型：整合文本情感分析

IF 6.7 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2024-09-30 DOI: 10.1016/j.omega.2024.103207

Xuejiao Ma , Tianqi Che , Qichuan Jiang

Predicting firm default risk is vital for financial institutions to avert significant economic losses, making the enhancement of its prediction precision both imperative and intricate. This research introduces a three-stage prediction model, including association rule algorithm (ARA), support vector machine (SVM) and modified particle swarm optimization algorithm (MPSO). Features selected by ARA are used as inputs for SVM, and penalty parameter and kernel parameter of SVM is optimized by MPSO that uses the adaptive inertia weight. The importance of text sentiment variables are emphasized to predict firm default risk. In the first stage, feature selection seeks to curtail the dimensions of both financial and non-financial variables. The empirical findings validate the efficacy of the ARA, revealing a strong correlation between text sentiment and default risk. The subsequent two stages deploy the SVM, refined by the MPSO, to predict the default risk. Compared with renowned models, the proposed model displays superior prediction precision and a reduced computational overhead. This research furnishes a potent instrument for regulators and firms alike, aiding in mitigating prospective default risks and forestalling broader economic upheavals.

预测企业违约风险对金融机构避免重大经济损失至关重要，因此提高其预测精度势在必行，也非常复杂。本研究介绍了一种三阶段预测模型，包括关联规则算法（ARA）、支持向量机（SVM）和修正粒子群优化算法（MPSO）。关联规则算法选择的特征作为 SVM 的输入，而 SVM 的惩罚参数和内核参数则通过使用自适应惯性权重的 MPSO 进行优化。在预测公司违约风险时，强调文本情感变量的重要性。在第一阶段，特征选择旨在减少金融和非金融变量的维度。实证研究结果验证了 ARA 的有效性，揭示了文本情感与违约风险之间的强相关性。随后的两个阶段采用经 MPSO 改进的 SVM 来预测违约风险。与知名模型相比，所提出的模型具有更高的预测精度和更低的计算开销。这项研究为监管机构和企业提供了一种有效的工具，有助于降低预期违约风险，防止更广泛的经济动荡。

{"title":"A three-stage prediction model for firm default risk: An integration of text sentiment analysis","authors":"Xuejiao Ma , Tianqi Che , Qichuan Jiang","doi":"10.1016/j.omega.2024.103207","DOIUrl":"10.1016/j.omega.2024.103207","url":null,"abstract":"<div><div>Predicting firm default risk is vital for financial institutions to avert significant economic losses, making the enhancement of its prediction precision both imperative and intricate. This research introduces a three-stage prediction model, including association rule algorithm (ARA), support vector machine (SVM) and modified particle swarm optimization algorithm (MPSO). Features selected by ARA are used as inputs for SVM, and penalty parameter and kernel parameter of SVM is optimized by MPSO that uses the adaptive inertia weight. The importance of text sentiment variables are emphasized to predict firm default risk. In the first stage, feature selection seeks to curtail the dimensions of both financial and non-financial variables. The empirical findings validate the efficacy of the ARA, revealing a strong correlation between text sentiment and default risk. The subsequent two stages deploy the SVM, refined by the MPSO, to predict the default risk. Compared with renowned models, the proposed model displays superior prediction precision and a reduced computational overhead. This research furnishes a potent instrument for regulators and firms alike, aiding in mitigating prospective default risks and forestalling broader economic upheavals.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"131 ","pages":"Article 103207"},"PeriodicalIF":6.7,"publicationDate":"2024-09-30","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142422114","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

Managing strategic inventories in a three-echelon supply chain of durable goods 三梯队耐用品供应链中的战略库存管理

IF 6.7 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2024-09-29 DOI: 10.1016/j.omega.2024.103204

Jin Li , Yanan Chen , Yi Liao , Victor Shi , Haixia Zhang

Firms can hold strategic inventory to bargain with their suppliers about wholesale prices. In this paper, we model a three-echelon durable goods supply chain consisting of a supplier, a wholesaler, and a retailer, where the latter two firms can choose to hold strategic inventory. Our major findings are as follows. First, contrary to the literature, our study shows that the retailer's use of strategic inventory benefits all supply chain members, irrespective of whether the wholesaler holds strategic inventory. Second, the strategic inventories of the wholesaler and the retailer suppress each other when the holding cost is low. Otherwise, the retail strategic inventory can stimulate the wholesale strategic inventory. Third, after the retailer employs strategic inventory, introducing wholesale strategic inventory will harm each supply chain member. However, after the wholesaler employs strategic inventory, introducing retail strategic inventory can benefit all members. For the entire supply chain, holding strategic inventory exclusively at the retailer is optimal. Fourth, when product durability is high, the supplier may suffer from the wholesaler's strategic inventory. Additionally, the retailer's strategic inventory can solve the time inconsistency problem associated with durable goods. Finally, we extend our main model to consider multiple retailers and different holding costs. Our analysis confirms the robustness of our major findings and managerial insights.

企业可以持有战略库存，以便与供应商就批发价格讨价还价。在本文中，我们建立了一个由供应商、批发商和零售商组成的三梯队耐用品供应链模型，其中后两家公司可以选择持有战略库存。我们的主要发现如下。首先，与相关文献相反，我们的研究表明，无论批发商是否持有战略库存，零售商使用战略库存都会使所有供应链成员受益。其次，当持有成本较低时，批发商和零售商的战略库存会相互抑制。否则，零售战略库存会刺激批发战略库存。第三，零售商采用战略库存后，引入批发战略库存会损害供应链各成员的利益。但是，批发商采用战略库存后，引入零售战略库存会使所有成员受益。对于整个供应链来说，只在零售商处持有战略库存是最优选择。第四，当产品耐用性较高时，供应商可能会受到批发商战略库存的影响。此外，零售商的战略库存可以解决与耐用品相关的时间不一致问题。最后，我们对主要模型进行了扩展，以考虑多个零售商和不同的持有成本。我们的分析证实了我们的主要发现和管理见解的稳健性。

{"title":"Managing strategic inventories in a three-echelon supply chain of durable goods","authors":"Jin Li , Yanan Chen , Yi Liao , Victor Shi , Haixia Zhang","doi":"10.1016/j.omega.2024.103204","DOIUrl":"10.1016/j.omega.2024.103204","url":null,"abstract":"<div><div>Firms can hold strategic inventory to bargain with their suppliers about wholesale prices. In this paper, we model a three-echelon durable goods supply chain consisting of a supplier, a wholesaler, and a retailer, where the latter two firms can choose to hold strategic inventory. Our major findings are as follows. First, contrary to the literature, our study shows that the retailer's use of strategic inventory benefits all supply chain members, irrespective of whether the wholesaler holds strategic inventory. Second, the strategic inventories of the wholesaler and the retailer suppress each other when the holding cost is low. Otherwise, the retail strategic inventory can stimulate the wholesale strategic inventory. Third, after the retailer employs strategic inventory, introducing wholesale strategic inventory will harm each supply chain member. However, after the wholesaler employs strategic inventory, introducing retail strategic inventory can benefit all members. For the entire supply chain, holding strategic inventory exclusively at the retailer is optimal. Fourth, when product durability is high, the supplier may suffer from the wholesaler's strategic inventory. Additionally, the retailer's strategic inventory can solve the time inconsistency problem associated with durable goods. Finally, we extend our main model to consider multiple retailers and different holding costs. Our analysis confirms the robustness of our major findings and managerial insights.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"131 ","pages":"Article 103204"},"PeriodicalIF":6.7,"publicationDate":"2024-09-29","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142422112","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

Carbon footprint reduction in an e-commerce market: impacts of logistics service sharing 减少电子商务市场的碳足迹：物流服务共享的影响

IF 6.7 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2024-09-27 DOI: 10.1016/j.omega.2024.103205

Xuelian Qin , Zhixue Liu , Zhi Yang , Lin Tian

In the e-commerce market, green technology investment and carbon offset purchase are two widely-used approaches for reducing the carbon footprint of logistics services. However, implementing carbon footprint reduction in logistics services generally incurs heavy costs. To distribute heavy costs and improve resource utilization, a novel strategy of logistics service sharing has played an important role. Nevertheless, it is still unclear, in a co-opetitive e-commerce market, how to make use of different approaches and what the impacts of logistics service sharing are. To answer these questions, we develop an analytical model where an e-commerce platform and a third-party seller compete for consumers who care about both the selling price and the logistics service carbon footprint. We assume that the platform builds his own logistics service system and can adopt two different approaches to cut carbon footprint, while the seller needs to outsource logistics services to the TPL service provider or the platform. The analysis shows that without logistics service sharing, the platform may be more willing to purchase carbon offset as the offset cost increases, and the availability of carbon offset can prompt the platform to increase his investment in green technology. By contrast, with logistics service sharing, the platform will be less willing to purchase carbon offset as the offset cost increases, and the usage of carbon offset will induce him to invest less in green technology. These findings highlight that logistics service sharing can change the platform's preference toward the two approaches and modify the relationship between them. Furthermore, we find that logistic service sharing can provide a win-win outcome for the platform and the seller, but is not necessarily helpful for reducing the total carbon footprint in the e-commerce supply chain as well as increasing consumer surplus and social welfare.

在电子商务市场，绿色技术投资和碳补偿购买是两种广泛使用的减少物流服务碳足迹的方法。然而，在物流服务中实施碳足迹减排通常会产生高昂的成本。为了分摊沉重的成本，提高资源利用率，一种新颖的物流服务共享战略发挥了重要作用。然而，在合作竞争的电子商务市场中，如何利用不同的方法以及物流服务共享的影响如何，仍然是一个未知数。为了回答这些问题，我们建立了一个分析模型，在这个模型中，电子商务平台和第三方卖家共同争夺既关心销售价格又关心物流服务碳足迹的消费者。我们假设平台自建物流服务体系，并可采用两种不同的方法来减少碳足迹，而卖家则需要将物流服务外包给 TPL 服务提供商或平台。分析表明，在不共享物流服务的情况下，随着碳抵消成本的增加，平台可能更愿意购买碳抵消，而碳抵消的可用性会促使平台增加对绿色技术的投资。相比之下，在物流服务共享的情况下，随着碳补偿成本的增加，平台购买碳补偿的意愿会降低，碳补偿的使用会促使平台减少对绿色技术的投资。这些发现突出表明，物流服务共享会改变平台对两种方法的偏好，并改变两者之间的关系。此外，我们还发现，物流服务共享能为平台和卖方带来双赢的结果，但不一定有助于减少电子商务供应链中的总碳足迹以及增加消费者剩余和社会福利。

{"title":"Carbon footprint reduction in an e-commerce market: impacts of logistics service sharing","authors":"Xuelian Qin , Zhixue Liu , Zhi Yang , Lin Tian","doi":"10.1016/j.omega.2024.103205","DOIUrl":"10.1016/j.omega.2024.103205","url":null,"abstract":"<div><div>In the e-commerce market, green technology investment and carbon offset purchase are two widely-used approaches for reducing the carbon footprint of logistics services. However, implementing carbon footprint reduction in logistics services generally incurs heavy costs. To distribute heavy costs and improve resource utilization, a novel strategy of logistics service sharing has played an important role. Nevertheless, it is still unclear, in a co-opetitive e-commerce market, how to make use of different approaches and what the impacts of logistics service sharing are. To answer these questions, we develop an analytical model where an e-commerce platform and a third-party seller compete for consumers who care about both the selling price and the logistics service carbon footprint. We assume that the platform builds his own logistics service system and can adopt two different approaches to cut carbon footprint, while the seller needs to outsource logistics services to the TPL service provider or the platform. The analysis shows that without logistics service sharing, the platform may be more willing to purchase carbon offset as the offset cost increases, and the availability of carbon offset can prompt the platform to increase his investment in green technology. By contrast, with logistics service sharing, the platform will be less willing to purchase carbon offset as the offset cost increases, and the usage of carbon offset will induce him to invest less in green technology. These findings highlight that logistics service sharing can change the platform's preference toward the two approaches and modify the relationship between them. Furthermore, we find that logistic service sharing can provide a win-win outcome for the platform and the seller, but is not necessarily helpful for reducing the total carbon footprint in the e-commerce supply chain as well as increasing consumer surplus and social welfare.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"131 ","pages":"Article 103205"},"PeriodicalIF":6.7,"publicationDate":"2024-09-27","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142422138","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

Design of Blockchain and Strategic Financing Service under the Platform Economy 平台经济下的区块链与战略融资服务设计

IF 6.7 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2024-09-26 DOI: 10.1016/j.omega.2024.103200

Jianghua Wu , Xin Wang , Yuhong He

The capital constrains and uncertainties in supply disruptions faced by small and medium-sized suppliers pose critical challenges for the development of e-commerce platforms. In response, platforms have begun offering direct financing (PDF) to their suppliers alongside traditional bank credit financing (BCF). Within the private (consortium) blockchain, the platform and the supplier (and the bank) achieve consensus on financial smart contract, enabling the execution of flexible contracts tailored to suppliers’ risk profile. We develop a game-theoretic model to examine the terms of smart contracts in different blockchains and further investigate the platform's optimal blockchain design. We find that PDF serves to safeguard the platform's commission income from high-interest BCF. Our analysis reveals that PDF is more likely to be provided to a risky supplier within the consortium blockchain, contrasting with outcomes observed within the private blockchain. As a result, the platform and the supplier could reach win-win, or win-lose outcomes within the private blockchain; while within the consortium blockchain, they tend to result in win-win or lose-win outcomes. Such incentive conflict could potentially hinder blockchain adoption. Our findings further provide the managerial insights guiding the platform's blockchain design: adopting consortium blockchain under moderate market potential and low or high supplier's risk, and adopting private blockchain otherwise. Furthermore, we consider the supplier's endogenous effort on reducing risk, and numerically demonstrate that blockchain may encourage or discourage the supplier's effort. Our research complements previous studies by investigating the interaction between the PDF provision and blockchain structures under uncertain supply disruption risk.

中小供应商面临的资金限制和供应中断的不确定性对电子商务平台的发展构成了严峻挑战。为此，平台开始在提供传统银行信贷融资（BCF）的同时，向供应商提供直接融资（PDF）。在私有（财团）区块链中，平台和供应商（以及银行）就金融智能合约达成共识，从而能够根据供应商的风险状况执行灵活的合约。我们建立了一个博弈论模型来研究不同区块链中的智能合约条款，并进一步研究平台的最佳区块链设计。我们发现，PDF 可以保障平台的佣金收入不受高息 BCF 的影响。我们的分析表明，在联盟区块链中，PDF 更有可能提供给有风险的供应商，这与在私有区块链中观察到的结果形成鲜明对比。因此，在私有区块链中，平台和供应商可能会达成双赢或双输的结果；而在联盟区块链中，他们往往会达成双赢或双输的结果。这种激励冲突可能会阻碍区块链的应用。我们的研究结果进一步提供了指导平台区块链设计的管理见解：在市场潜力适中、供应商风险较低或较高的情况下采用联合体区块链，反之则采用私有区块链。此外，我们还考虑了供应商在降低风险方面的内生努力，并用数字证明了区块链可能会鼓励或阻碍供应商的努力。我们的研究补充了以往的研究，调查了在不确定的供应中断风险下，PDF 规定与区块链结构之间的相互作用。

{"title":"Design of Blockchain and Strategic Financing Service under the Platform Economy","authors":"Jianghua Wu , Xin Wang , Yuhong He","doi":"10.1016/j.omega.2024.103200","DOIUrl":"10.1016/j.omega.2024.103200","url":null,"abstract":"<div><div>The capital constrains and uncertainties in supply disruptions faced by small and medium-sized suppliers pose critical challenges for the development of e-commerce platforms. In response, platforms have begun offering direct financing (PDF) to their suppliers alongside traditional bank credit financing (BCF). Within the private (consortium) blockchain, the platform and the supplier (and the bank) achieve consensus on financial smart contract, enabling the execution of flexible contracts tailored to suppliers’ risk profile. We develop a game-theoretic model to examine the terms of smart contracts in different blockchains and further investigate the platform's optimal blockchain design. We find that PDF serves to safeguard the platform's commission income from high-interest BCF. Our analysis reveals that PDF is more likely to be provided to a risky supplier within the consortium blockchain, contrasting with outcomes observed within the private blockchain. As a result, the platform and the supplier could reach win-win, or win-lose outcomes within the private blockchain; while within the consortium blockchain, they tend to result in win-win or lose-win outcomes. Such incentive conflict could potentially hinder blockchain adoption. Our findings further provide the managerial insights guiding the platform's blockchain design: adopting consortium blockchain under moderate market potential and low or high supplier's risk, and adopting private blockchain otherwise. Furthermore, we consider the supplier's endogenous effort on reducing risk, and numerically demonstrate that blockchain may encourage or discourage the supplier's effort. Our research complements previous studies by investigating the interaction between the PDF provision and blockchain structures under uncertain supply disruption risk.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"131 ","pages":"Article 103200"},"PeriodicalIF":6.7,"publicationDate":"2024-09-26","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142422116","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

Designing a sustainable delivery network with parcel locker systems as collection and transfer points 设计以包裹柜系统作为收集和转运点的可持续投递网络

IF 6.7 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2024-09-26 DOI: 10.1016/j.omega.2024.103199

Pinar Ozyavas, Paul Buijs, Evrim Ursavas, Ruud Teunter

Collection and delivery points, both attended and fully automated, have emerged as a popular solution in last-mile delivery. They offer not only operational advantages for the delivery company but also present a pathway to mitigating the negative environmental impact of parcel delivery operations. In this study, we explore a new approach, where parcel locker systems have a dual role: as collection points for customers and as transfer points for the delivery company. We introduce a variant of the Location-Routing Problem, optimizing the strategic location and capacity size of parcel locker systems as well as the delivery routes from those points. We develop an efficient branch-and-price algorithm and apply it to a real-life case study that focuses on the design of a delivery network with parcel lockers in a residential neighborhood in the city of Groningen, the Netherlands. Our case study findings underscore that the dual role of parcel locker systems considerably reduces the travel distance of delivery vehicles, is well-suited to deal with potential future increase in demand for parcel collection, and reduces the likelihood of customers traveling to parcel locker by car.

无论是有人值守还是全自动的收货和投递点，都已成为最后一英里投递的流行解决方案。它们不仅为递送公司提供了运营优势，还为减轻包裹递送业务对环境的负面影响提供了一条途径。在本研究中，我们探索了一种新方法，即包裹储物柜系统具有双重作用：既是客户的收集点，也是快递公司的转运点。我们引入了位置-路由问题的变体，优化包裹柜系统的战略位置和容量大小，以及从这些点出发的递送路线。我们开发了一种高效的 "分支-价格 "算法，并将其应用于一个实际案例研究，该案例研究的重点是荷兰格罗宁根市一个住宅区的包裹柜投递网络的设计。我们的案例研究结果表明，包裹柜系统的双重作用大大缩短了送货车辆的行驶距离，非常适合应对未来可能增加的包裹收集需求，并降低了客户驾车前往包裹柜的可能性。

{"title":"Designing a sustainable delivery network with parcel locker systems as collection and transfer points","authors":"Pinar Ozyavas, Paul Buijs, Evrim Ursavas, Ruud Teunter","doi":"10.1016/j.omega.2024.103199","DOIUrl":"10.1016/j.omega.2024.103199","url":null,"abstract":"<div><div>Collection and delivery points, both attended and fully automated, have emerged as a popular solution in last-mile delivery. They offer not only operational advantages for the delivery company but also present a pathway to mitigating the negative environmental impact of parcel delivery operations. In this study, we explore a new approach, where parcel locker systems have a dual role: as collection points for customers and as transfer points for the delivery company. We introduce a variant of the Location-Routing Problem, optimizing the strategic location and capacity size of parcel locker systems as well as the delivery routes from those points. We develop an efficient branch-and-price algorithm and apply it to a real-life case study that focuses on the design of a delivery network with parcel lockers in a residential neighborhood in the city of Groningen, the Netherlands. Our case study findings underscore that the dual role of parcel locker systems considerably reduces the travel distance of delivery vehicles, is well-suited to deal with potential future increase in demand for parcel collection, and reduces the likelihood of customers traveling to parcel locker by car.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"131 ","pages":"Article 103199"},"PeriodicalIF":6.7,"publicationDate":"2024-09-26","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142422139","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

An online review-driven two-stage hotel recommendation model considering customers’ risk attitudes and personalized preferences 考虑客户风险态度和个性化偏好的在线评论驱动两阶段酒店推荐模型

IF 6.7 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2024-09-20 DOI: 10.1016/j.omega.2024.103197

Zhongmin Pu , Zeshui Xu , Chenxi Zhang , Xiao-Jun Zeng , Weidong Gan

Hotel recommendation models provide crucial references for customers to select their ideal hotels and help them overcome information overload. However, previous models primarily focus on capturing public preferences, neglecting personalized preferences or different risk attitudes among customers. To address this gap, this paper proposes a novel two-stage hotel recommendation model driven by online reviews, incorporating customers’ risk attitudes and personalized preferences. Firstly, this paper utilizes the Latent Dirichlet Allocation (LDA) topic extraction model and the sentiment analysis tool to extract public and personalized preferences from hotel reviews and customers’ historical reviews respectively. Secondly, in the first stage of hotel recommendation, this paper constructs a hotel filtering mechanism to cater to customers with different risk attitudes, ensuring that the recommended hotels align with customers’ individual risk tolerance. In the second stage of hotel recommendation, this paper introduces the cosine similarity algorithm of probabilistic linguistic term sets, enabling more accurate and tailored recommendations. Finally, to verify the applicability of the proposed model, a case study is conducted using real data from TripAdvisor.com. The results of the comparative analysis indicate that the proposed model outperforms other recommendation models.

酒店推荐模型为顾客选择理想酒店提供了重要参考，帮助他们克服信息超载问题。然而，以往的模型主要侧重于捕捉公众偏好，忽视了顾客的个性化偏好或不同的风险态度。针对这一缺陷，本文提出了一种新颖的由在线评论驱动的两阶段酒店推荐模型，并将顾客的风险态度和个性化偏好纳入其中。首先，本文利用 Latent Dirichlet Allocation（LDA）主题提取模型和情感分析工具，分别从酒店评论和顾客历史评论中提取公共偏好和个性化偏好。其次，在酒店推荐的第一阶段，本文针对不同风险态度的客户构建了酒店过滤机制，确保推荐的酒店符合客户的个人风险承受能力。在酒店推荐的第二阶段，本文引入了概率语言术语集的余弦相似度算法，使推荐更加准确，更具针对性。最后，为了验证所提模型的适用性，本文使用 TripAdvisor.com 的真实数据进行了案例研究。对比分析的结果表明，所提出的模型优于其他推荐模型。

{"title":"An online review-driven two-stage hotel recommendation model considering customers’ risk attitudes and personalized preferences","authors":"Zhongmin Pu , Zeshui Xu , Chenxi Zhang , Xiao-Jun Zeng , Weidong Gan","doi":"10.1016/j.omega.2024.103197","DOIUrl":"10.1016/j.omega.2024.103197","url":null,"abstract":"<div><div>Hotel recommendation models provide crucial references for customers to select their ideal hotels and help them overcome information overload. However, previous models primarily focus on capturing public preferences, neglecting personalized preferences or different risk attitudes among customers. To address this gap, this paper proposes a novel two-stage hotel recommendation model driven by online reviews, incorporating customers’ risk attitudes and personalized preferences. Firstly, this paper utilizes the Latent Dirichlet Allocation (LDA) topic extraction model and the sentiment analysis tool to extract public and personalized preferences from hotel reviews and customers’ historical reviews respectively. Secondly, in the first stage of hotel recommendation, this paper constructs a hotel filtering mechanism to cater to customers with different risk attitudes, ensuring that the recommended hotels align with customers’ individual risk tolerance. In the second stage of hotel recommendation, this paper introduces the cosine similarity algorithm of probabilistic linguistic term sets, enabling more accurate and tailored recommendations. Finally, to verify the applicability of the proposed model, a case study is conducted using real data from TripAdvisor.com. The results of the comparative analysis indicate that the proposed model outperforms other recommendation models.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"131 ","pages":"Article 103197"},"PeriodicalIF":6.7,"publicationDate":"2024-09-20","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142312370","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

Strategic expansion of freight transportation hub networks under demand uncertainty 需求不确定情况下货运枢纽网络的战略扩张

IF 6.7 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2024-09-20 DOI: 10.1016/j.omega.2024.103196

Hao Li , Gita Taherkhani , Sibel A. Alumur , Mike Hewitt

We focus on freight transportation carriers that transport shipments that are small relative to vehicle capacity and incur transportation costs that exhibit economies of scale. For such carriers, profitability is driven by shipment consolidation, which is achieved by routing shipments through a network of hubs. We consider a carrier that seeks to expand its network into new regions by merging with carriers that already operate in those regions. We focus on how, and by how much, the network that results from such a merger should be redesigned to maximize profitability. We perform a case study based on operations from a multi-regional United States Less-than-truckload freight transportation carrier to derive insights into the profitability of different redesign strategies. We derive insights into how a network that results from a merger should be redesigned. We also study how uncertainty in shipment sizes impacts the structure of the redesigned networks.

我们的重点是货运承运商，他们运输的货物相对于车辆容量较小，运输成本呈现规模经济。对这类承运商而言，盈利能力主要由货运整合驱动，而货运整合是通过枢纽网络来实现的。我们考虑一家承运商通过与已在这些地区运营的承运商合并，将其网络扩展到新的地区。我们的重点是如何以及在多大程度上重新设计合并后的网络，以实现利润最大化。我们以美国一家多区域零担货物运输承运商的运营情况为基础进行案例研究，以深入了解不同重新设计策略的盈利能力。我们对合并后的网络应如何重新设计进行了深入研究。我们还研究了货运规模的不确定性如何影响重新设计的网络结构。

{"title":"Strategic expansion of freight transportation hub networks under demand uncertainty","authors":"Hao Li , Gita Taherkhani , Sibel A. Alumur , Mike Hewitt","doi":"10.1016/j.omega.2024.103196","DOIUrl":"10.1016/j.omega.2024.103196","url":null,"abstract":"<div><div>We focus on freight transportation carriers that transport shipments that are small relative to vehicle capacity and incur transportation costs that exhibit economies of scale. For such carriers, profitability is driven by shipment consolidation, which is achieved by routing shipments through a network of hubs. We consider a carrier that seeks to expand its network into new regions by merging with carriers that already operate in those regions. We focus on how, and by how much, the network that results from such a merger should be redesigned to maximize profitability. We perform a case study based on operations from a multi-regional United States Less-than-truckload freight transportation carrier to derive insights into the profitability of different redesign strategies. We derive insights into how a network that results from a merger should be redesigned. We also study how uncertainty in shipment sizes impacts the structure of the redesigned networks.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"131 ","pages":"Article 103196"},"PeriodicalIF":6.7,"publicationDate":"2024-09-20","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://www.sciencedirect.com/science/article/pii/S0305048324001610/pdfft?md5=dff19906f4ce409bcee75bd5c045733d&pid=1-s2.0-S0305048324001610-main.pdf","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142312369","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

Risk-based shelter network design in flood-prone areas: An application to Haiti 洪水易发地区基于风险的避难所网络设计：在海地的应用

IF 6.7 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2024-09-20 DOI: 10.1016/j.omega.2024.103194

Maedeh Sharbaf , Valérie Bélanger , Marilène Cherkesly , Marie-Ève Rancourt , Giovanni Michele Toglia

Evacuations occur when human safety is compromised by disasters, such as floods. Shelters play a crucial role in providing protection for individuals who have been displaced or have lost their housing, emphasizing the requirement for secure accessibility. This paper introduces an systematic optimization tool, utilizing mathematical programming, to assist decision-makers in designing an effective shelter network. It is effective preparedness decision as it minimizes the total risk of the network considering its flooding condition during the response phase while maximizing coverage for those most exposed and vulnerable to hazard. We propose a risk-based approach, wherein the inherent risks of the shelter network (i.e., population, shelter, and evacuation risks) have been thoroughly assessed and measured to consider the impacts of floods based on empirical research outputs. To formulate a well-parameterized and valid problem, extensive data collection and processing, incorporating the use of geographic information system (GIS) for data management, have been conducted. In collaboration with the World Bank and Government of Haiti, this project contributes to a development initiative focused on strengthening disaster response capacity and infrastructure for Haiti, experiencing recurrent devastating floods and in need of enhancing its existing shelter network. Detailed computational results highlight the value of our risk-based methodology compared to more common approaches, emphasizing contributions to addressing real humanitarian problems.

当洪水等灾害危及人类安全时，就会发生撤离。避难所在为流离失所者或失去住房者提供保护方面发挥着至关重要的作用，强调了安全无障碍的要求。本文介绍了一种利用数学编程的系统优化工具，以帮助决策者设计有效的避难所网络。这是一种有效的备灾决策，因为考虑到应对阶段的洪水状况，它能最大限度地降低网络的总风险，同时最大限度地覆盖最易受到灾害影响的人群。我们提出了一种基于风险的方法，即对避难所网络的固有风险（即人口、避难所和疏散风险）进行全面评估和测量，并根据经验研究成果考虑洪水的影响。为了提出一个参数化和有效的问题，进行了广泛的数据收集和处理，并使用地理信息系统（GIS）进行数据管理。该项目与世界银行和海地政府合作，为一项发展计划做出了贡献，该计划的重点是加强海地的灾害应对能力和基础设施，因为海地经常遭受毁灭性洪灾，需要加强现有的避难所网络。详细的计算结果凸显了我们基于风险的方法与更常见方法相比的价值，强调了对解决实际人道主义问题的贡献。

{"title":"Risk-based shelter network design in flood-prone areas: An application to Haiti","authors":"Maedeh Sharbaf , Valérie Bélanger , Marilène Cherkesly , Marie-Ève Rancourt , Giovanni Michele Toglia","doi":"10.1016/j.omega.2024.103194","DOIUrl":"10.1016/j.omega.2024.103194","url":null,"abstract":"<div><div>Evacuations occur when human safety is compromised by disasters, such as floods. Shelters play a crucial role in providing protection for individuals who have been displaced or have lost their housing, emphasizing the requirement for secure accessibility. This paper introduces an systematic optimization tool, utilizing mathematical programming, to assist decision-makers in designing an effective shelter network. It is effective preparedness decision as it minimizes the total risk of the network considering its flooding condition during the response phase while maximizing coverage for those most exposed and vulnerable to hazard. We propose a risk-based approach, wherein the inherent risks of the shelter network (i.e., population, shelter, and evacuation risks) have been thoroughly assessed and measured to consider the impacts of floods based on empirical research outputs. To formulate a well-parameterized and valid problem, extensive data collection and processing, incorporating the use of geographic information system (GIS) for data management, have been conducted. In collaboration with the World Bank and Government of Haiti, this project contributes to a development initiative focused on strengthening disaster response capacity and infrastructure for Haiti, experiencing recurrent devastating floods and in need of enhancing its existing shelter network. Detailed computational results highlight the value of our risk-based methodology compared to more common approaches, emphasizing contributions to addressing real humanitarian problems.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"131 ","pages":"Article 103194"},"PeriodicalIF":6.7,"publicationDate":"2024-09-20","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142533331","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

Brands’ Livestream Selling with Influencers’ Converting Fans into Consumers 品牌与 "影响者 "进行直播销售，将粉丝转化为消费者

IF 6.7 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2024-09-11 DOI: 10.1016/j.omega.2024.103195

Baozhuang Niu , Yuyang Chen , Jianhua Zhang , Kanglin Chen , Yong Jin

Livestream selling is booming in the digital economy era. In practice, for the benefits such as consumer utility enhancement and the reduction of supply-preference mismatch, many brands are adapting their strategies to livestream selling, wherein some brands cooperate with top influencers to livestream as they can exert efforts to convert the fans into consumers. By contrast, some other brands choose to livestream by themselves to save the commission cost for the influencer, even at the expense of losing fan consumers. In this study, we characterize brands’ key tradeoffs between top influencer-livestream and self-livestream selling strategies. We find that a higher commission rate can incentivize the influencer to exert more efforts to convert fans, but also harms the brand by reducing the proportion of the livestream profit allocated to it and inhibiting it from transferring commission cost to consumers. Therefore, the brand may (not) be suggested to cooperate with the influencer when the commission rate is at a moderate (either low or high) level such that the twofold impacts of the commission rate are balanced (imbalanced). For consumers, their surplus may first decrease and then increase with the influencer commission rate. Our study deepens the understanding of the roles of top influencers and their fans in livestream e-commerce operations.

在数字经济时代，直播销售正在蓬勃发展。在实践中，出于提高消费者效用、减少供需错配等方面的考虑，许多品牌都在调整自己的直播销售策略，其中一些品牌与顶级影响力者合作进行直播，因为他们可以努力将粉丝转化为消费者。相比之下，另一些品牌则选择自己进行直播，以节省影响者的佣金成本，甚至不惜失去粉丝消费者。在本研究中，我们分析了品牌在 "影响者直播 "和 "自己直播 "两种顶级销售策略之间的关键权衡。我们发现，较高的佣金率可以激励影响者更加努力地转化粉丝，但同时也会损害品牌，因为这会降低分配给品牌的直播利润比例，抑制品牌将佣金成本转移给消费者。因此，当佣金率处于一个适中（或低或高）的水平，使佣金率的双重影响达到平衡（不平衡）时，可能（不会）建议品牌与影响者合作。对于消费者来说，他们的盈余可能会随着影响者佣金率的提高而先降后升。我们的研究加深了对顶级影响力者及其粉丝在直播电商运营中的作用的理解。

{"title":"Brands’ Livestream Selling with Influencers’ Converting Fans into Consumers","authors":"Baozhuang Niu , Yuyang Chen , Jianhua Zhang , Kanglin Chen , Yong Jin","doi":"10.1016/j.omega.2024.103195","DOIUrl":"10.1016/j.omega.2024.103195","url":null,"abstract":"<div><div>Livestream selling is booming in the digital economy era. In practice, for the benefits such as consumer utility enhancement and the reduction of supply-preference mismatch, many brands are adapting their strategies to livestream selling, wherein some brands cooperate with top influencers to livestream as they can exert efforts to convert the fans into consumers. By contrast, some other brands choose to livestream by themselves to save the commission cost for the influencer, even at the expense of losing fan consumers. In this study, we characterize brands’ key tradeoffs between top influencer-livestream and self-livestream selling strategies. We find that a higher commission rate can incentivize the influencer to exert more efforts to convert fans, but also harms the brand by reducing the proportion of the livestream profit allocated to it and inhibiting it from transferring commission cost to consumers. Therefore, the brand may (not) be suggested to cooperate with the influencer when the commission rate is at a moderate (either low or high) level such that the twofold impacts of the commission rate are balanced (imbalanced). For consumers, their surplus may first decrease and then increase with the influencer commission rate. Our study deepens the understanding of the roles of top influencers and their fans in livestream e-commerce operations.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"131 ","pages":"Article 103195"},"PeriodicalIF":6.7,"publicationDate":"2024-09-11","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142312371","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0