Paola Festa, Luca Di Gaspero, Mario Pavone, Mauricio G. C. Resende
We are pleased to present this special issue of International Transactions in Operational Research, which showcases the latest advancements in metaheuristics, as presented at the Metaheuristics International Conference (MIC 2022). This conference was held in the beautiful city of Syracuse, in Sicily, Italy, on July 11–14, 2022. The collection of papers in this issue reflects the breadth and depth of current research efforts, demonstrating both algorithmic innovation and practical applications.
This volume consists of ten papers, some of which were presented at the conference and some that were not. Together, they represent a significant contribution to the field of metaheuristics and operational research.
The papers cover a wide range of topics, including advances in quantum-inspired optimization, hybrid approaches for healthcare logistics, and bi-objective job shop scheduling with energy constraints. Other contributions focus on enhancing local search algorithms within the MOEA/D framework, applying adaptive iterated local search to location problems, and addressing the multi-objective traveling salesman–repairman problem with profits.
Further contributions explore iterated greedy algorithms for the obnoxious p-median problem, comparing QUBO models for quantum annealing, variable neighborhood search methodologies for the median location problem, and metaheuristics for flexible flow-shop scheduling with s-batching machines.
This special issue represents a significant contribution to the field of metaheuristics and operational research. We hope that the insights and innovations presented herein will inspire further research and development, driving advancements in both theory and practice.
We extend our gratitude to the authors for their outstanding contributions and to the reviewers for their meticulous evaluations. Together, they have ensured the high quality of this special issue.
我们很高兴为《国际运筹学论文集》(International Transactions in Operational Research)出版这本特刊,它展示了元启发式国际会议(MIC 2022)上发表的元启发式研究的最新进展。此次会议于 2022 年 7 月 11-14 日在意大利西西里岛美丽的锡拉库扎举行。本期论文集反映了当前研究工作的广度和深度,展示了算法创新和实际应用。这些论文涵盖了广泛的主题,包括量子启发优化的进展、医疗物流的混合方法以及具有能源约束的双目标作业车间调度。其他论文侧重于在 MOEA/D 框架内增强局部搜索算法,将自适应迭代局部搜索应用于位置问题,以及解决多目标旅行推销员-修理工利润问题。此外,本特刊还探讨了令人厌恶的 p 中值问题的迭代贪婪算法、量子退火的 QUBO 模型比较、中值位置问题的可变邻域搜索方法,以及使用 s 批处理机器的灵活流动车间调度的元启发式。我们希望本特刊中提出的见解和创新能激发进一步的研究和发展,推动理论和实践的进步。我们对作者的杰出贡献和审稿人的细致评估表示感谢。我们对作者们的杰出贡献和审稿人的细致评估表示感谢,他们共同确保了本特刊的高质量。
{"title":"Preface to the Special Issue on Metaheuristics: Recent Advances and Applications","authors":"Paola Festa, Luca Di Gaspero, Mario Pavone, Mauricio G. C. Resende","doi":"10.1111/itor.13510","DOIUrl":"10.1111/itor.13510","url":null,"abstract":"<p>We are pleased to present this special issue of <i>International Transactions in Operational Research</i>, which showcases the latest advancements in metaheuristics, as presented at the Metaheuristics International Conference (MIC 2022). This conference was held in the beautiful city of Syracuse, in Sicily, Italy, on July 11–14, 2022. The collection of papers in this issue reflects the breadth and depth of current research efforts, demonstrating both algorithmic innovation and practical applications.</p><p>This volume consists of ten papers, some of which were presented at the conference and some that were not. Together, they represent a significant contribution to the field of metaheuristics and operational research.</p><p>The papers cover a wide range of topics, including advances in quantum-inspired optimization, hybrid approaches for healthcare logistics, and bi-objective job shop scheduling with energy constraints. Other contributions focus on enhancing local search algorithms within the MOEA/D framework, applying adaptive iterated local search to location problems, and addressing the multi-objective traveling salesman–repairman problem with profits.</p><p>Further contributions explore iterated greedy algorithms for the obnoxious <i>p</i>-median problem, comparing QUBO models for quantum annealing, variable neighborhood search methodologies for the median location problem, and metaheuristics for flexible flow-shop scheduling with <i>s</i>-batching machines.</p><p>This special issue represents a significant contribution to the field of metaheuristics and operational research. We hope that the insights and innovations presented herein will inspire further research and development, driving advancements in both theory and practice.</p><p>We extend our gratitude to the authors for their outstanding contributions and to the reviewers for their meticulous evaluations. Together, they have ensured the high quality of this special issue.</p>","PeriodicalId":49176,"journal":{"name":"International Transactions in Operational Research","volume":"32 1","pages":"5"},"PeriodicalIF":3.1,"publicationDate":"2024-08-06","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1111/itor.13510","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141936173","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":4,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Special Issue on “Managing Supply Chain Resilience in the Digital Economy Era”","authors":"","doi":"10.1111/itor.13506","DOIUrl":"10.1111/itor.13506","url":null,"abstract":"","PeriodicalId":49176,"journal":{"name":"International Transactions in Operational Research","volume":"32 1","pages":"530-531"},"PeriodicalIF":3.1,"publicationDate":"2024-08-06","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141936168","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":4,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Special Issue on “Sharing Platforms for Sustainability: Exploring Strategies, Trade-offs, and Applications”","authors":"","doi":"10.1111/itor.13507","DOIUrl":"10.1111/itor.13507","url":null,"abstract":"","PeriodicalId":49176,"journal":{"name":"International Transactions in Operational Research","volume":"32 1","pages":"532-533"},"PeriodicalIF":3.1,"publicationDate":"2024-08-06","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141936170","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":4,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
This research develops an initial attack plan for combating forest fires in any wildland areas susceptible to fire outbreaks. To be eligible for such a plan, the landscape must have been previously mapped and modelled concerning spatial and topographic data and fuel levels. Thus, when ignition occurs, one can predict the expected fire behaviour in terms of spread direction and rate of spread. With such information, decisions can be taken on where and when to position the suppression resources. This paper extends a recent contribution to this subject, generalising each node's resource requirement, allowing a more precise modelling of non-homogeneous landscapes. Moreover, we treat the cases where the estimated number of resources may not be sufficient to deal with the fire intensity, which becomes revealed only at the fire scene. In such cases, additional resources may be needed to contain the fire effectively. This worst-case approach is modelled with the support of the robust optimisation paradigm. We propose a deterministic mathematical programming model, a robust optimisation counterpart, and a robust tabu search (RoTS) algorithm. We adapt instances from the literature, which are optimally solved by a commercial solver and used for assessing the quality of the RoTS. The proposed algorithm could optimally solve 94 of 96 instances. Finally, we conducted a Monte Carlo simulation as part of a risk analysis assessment of the generated solutions.
{"title":"A robust optimisation approach for the placement of forest fire suppression resources","authors":"André Bergsten Mendes, Filipe Pereira e Alvelos","doi":"10.1111/itor.13524","DOIUrl":"10.1111/itor.13524","url":null,"abstract":"<p>This research develops an initial attack plan for combating forest fires in any wildland areas susceptible to fire outbreaks. To be eligible for such a plan, the landscape must have been previously mapped and modelled concerning spatial and topographic data and fuel levels. Thus, when ignition occurs, one can predict the expected fire behaviour in terms of spread direction and rate of spread. With such information, decisions can be taken on where and when to position the suppression resources. This paper extends a recent contribution to this subject, generalising each node's resource requirement, allowing a more precise modelling of non-homogeneous landscapes. Moreover, we treat the cases where the estimated number of resources may not be sufficient to deal with the fire intensity, which becomes revealed only at the fire scene. In such cases, additional resources may be needed to contain the fire effectively. This worst-case approach is modelled with the support of the robust optimisation paradigm. We propose a deterministic mathematical programming model, a robust optimisation counterpart, and a robust tabu search (RoTS) algorithm. We adapt instances from the literature, which are optimally solved by a commercial solver and used for assessing the quality of the RoTS. The proposed algorithm could optimally solve 94 of 96 instances. Finally, we conducted a Monte Carlo simulation as part of a risk analysis assessment of the generated solutions.</p>","PeriodicalId":49176,"journal":{"name":"International Transactions in Operational Research","volume":"32 3","pages":"1312-1342"},"PeriodicalIF":3.1,"publicationDate":"2024-08-05","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141936172","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":4,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Joel‐Novi Rodríguez‐Escoto, Elias Olivares‐Benitez, Samuel Nucamendi‐Guillén, Julie Drzymalski
A sustainable closed‐loop supply chain network requires conjunctive implementation of reverse logistics in the supply chain, with decisions that consider economic, environmental, and social factors. In real life, the problem needs to be addressed by prioritizing targets or interacting between them to give a range of solutions to the decision maker. In this context, this work proposes a novel multi‐objective sustainable closed‐loop supply chain network problem based on the revised network design model with hybrid recovery centers minimizing (1) the total economic cost, (2) the CO2 emission of vehicles used, and (3) the total obnoxious distance. The latter objective is a novel implementation of the social dimension of a sustainable model. A sensitivity analysis of the multi‐objective model is developed through ANOVA. A dataset of instances was generated to test the model and the solution methods, which are configured with AUGMECON2, a linear programming relaxation implemented to improve the CPU time, and AUGMECON2‐EXTENDED to obtain more solutions to avoid exploring all space of the solution. The results show that an AUGMECON2‐EXTENDED implementation outperforms all the selected performance metrics. These performance metrics include NPS, CPU time, RPOS, QM, and HV. The results show an improvement on average of at least , , , , and , respectively, in those metrics, in comparison to other implementations.
{"title":"A multi‐objective sustainable closed‐loop supply chain network problem with hybrid facilities","authors":"Joel‐Novi Rodríguez‐Escoto, Elias Olivares‐Benitez, Samuel Nucamendi‐Guillén, Julie Drzymalski","doi":"10.1111/itor.13523","DOIUrl":"https://doi.org/10.1111/itor.13523","url":null,"abstract":"A sustainable closed‐loop supply chain network requires conjunctive implementation of reverse logistics in the supply chain, with decisions that consider economic, environmental, and social factors. In real life, the problem needs to be addressed by prioritizing targets or interacting between them to give a range of solutions to the decision maker. In this context, this work proposes a novel multi‐objective sustainable closed‐loop supply chain network problem based on the revised network design model with hybrid recovery centers minimizing (1) the total economic cost, (2) the CO<jats:sub>2</jats:sub> emission of vehicles used, and (3) the total obnoxious distance. The latter objective is a novel implementation of the social dimension of a sustainable model. A sensitivity analysis of the multi‐objective model is developed through ANOVA. A dataset of instances was generated to test the model and the solution methods, which are configured with AUGMECON2, a linear programming relaxation implemented to improve the CPU time, and AUGMECON2‐EXTENDED to obtain more solutions to avoid exploring all space of the solution. The results show that an AUGMECON2‐EXTENDED implementation outperforms all the selected performance metrics. These performance metrics include NPS, CPU time, RPOS, QM, and HV. The results show an improvement on average of at least , , , , and , respectively, in those metrics, in comparison to other implementations.","PeriodicalId":49176,"journal":{"name":"International Transactions in Operational Research","volume":"41 1","pages":""},"PeriodicalIF":3.1,"publicationDate":"2024-08-05","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141936176","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":4,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Zaira García‐Tórtola, David Conesa, Joan Crespo, Emili Tortosa‐Ausina
In this paper, we analyze the performance of the Spanish public university system over the 2010–2019 period, which was particularly turbulent due to the tight budget constraints imposed on universities. To disentangle the main sources of performance change, we adopt a dynamic approach by decomposing it into efficiency change (catching up) and technical change (shifts in the frontier). In contrast to many studies on higher education institutions (HEIs), we opt for stochastic frontier analysis, employing the ray production function proposed by Löthgren (1997) to account for the multiple‐output nature of HEIs. Additionally, to offer a more detailed examination of uncertainty quantification, we conduct inference within the Bayesian paradigm. Broadly, results point to an overall positive performance change over the entire period, particularly for technical change during 2010–2014. However, there were notable discrepancies across universities, which could be unlocked with certain precision via the posterior distributions of performance and its components.
{"title":"Unlocking university efficiency: a Bayesian stochastic frontier analysis","authors":"Zaira García‐Tórtola, David Conesa, Joan Crespo, Emili Tortosa‐Ausina","doi":"10.1111/itor.13525","DOIUrl":"https://doi.org/10.1111/itor.13525","url":null,"abstract":"In this paper, we analyze the performance of the Spanish public university system over the 2010–2019 period, which was particularly turbulent due to the tight budget constraints imposed on universities. To disentangle the main sources of performance change, we adopt a dynamic approach by decomposing it into efficiency change (catching up) and technical change (shifts in the frontier). In contrast to many studies on higher education institutions (HEIs), we opt for stochastic frontier analysis, employing the ray production function proposed by Löthgren (1997) to account for the multiple‐output nature of HEIs. Additionally, to offer a more detailed examination of uncertainty quantification, we conduct inference within the Bayesian paradigm. Broadly, results point to an overall positive performance change over the entire period, particularly for technical change during 2010–2014. However, there were notable discrepancies across universities, which could be unlocked with certain precision via the posterior distributions of performance and its components.","PeriodicalId":49176,"journal":{"name":"International Transactions in Operational Research","volume":"12 1","pages":""},"PeriodicalIF":3.1,"publicationDate":"2024-08-05","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141936178","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":4,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Ikpe Justice Akpan, Yawo M. Kobara, Josiah Owolabi, Asuama A. Akpan, Onyebuchi Felix Offodile
Artificial intelligence (AI) as a disruptive technology is not new. However, its recent evolution, engineered by technological transformation, big data analytics, and quantum computing, produces conversational and generative AI (CGAI/GenAI) and human-like chatbots that disrupt conventional operations and methods in different fields. This study investigates the scientific landscape of CGAI and human–chatbot interaction/collaboration and evaluates use cases, benefits, challenges, and policy implications for multidisciplinary education and allied industry operations. The publications trend showed that just 4% (n = 75) occurred during 2006–2018, while 2019–2023 experienced astronomical growth (n = 1763 or 96%). The prominent use cases of CGAI (e.g., ChatGPT) for teaching, learning, and research activities occurred in computer science (multidisciplinary and AI; 32%), medical/healthcare (17%), engineering (7%), and business fields (6%). The intellectual structure shows strong collaboration among eminent multidisciplinary sources in business, information systems, and other areas. The thematic structure highlights prominent CGAI use cases, including improved user experience in human–computer interaction, computer programs/code generation, and systems creation. Widespread CGAI usefulness for teachers, researchers, and learners includes syllabi/course content generation, testing aids, and academic writing. The concerns about abuse and misuse (plagiarism, academic integrity, privacy violations) and issues about misinformation, danger of self-diagnoses, and patient privacy in medical/healthcare applications are prominent. Formulating strategies and policies to address potential CGAI challenges in teaching/learning and practice are priorities. Developing discipline-based automatic detection of GenAI contents to check abuse is proposed. In operational/operations research areas, proper CGAI/GenAI integration with modeling and decision support systems requires further studies.
{"title":"Conversational and generative artificial intelligence and human–chatbot interaction in education and research","authors":"Ikpe Justice Akpan, Yawo M. Kobara, Josiah Owolabi, Asuama A. Akpan, Onyebuchi Felix Offodile","doi":"10.1111/itor.13522","DOIUrl":"10.1111/itor.13522","url":null,"abstract":"<p>Artificial intelligence (AI) as a disruptive technology is not new. However, its recent evolution, engineered by technological transformation, big data analytics, and quantum computing, produces conversational and generative AI (CGAI/GenAI) and human-like chatbots that disrupt conventional operations and methods in different fields. This study investigates the scientific landscape of CGAI and human–chatbot interaction/collaboration and evaluates use cases, benefits, challenges, and policy implications for multidisciplinary education and allied industry operations. The publications trend showed that just 4% (<i>n</i> = 75) occurred during 2006–2018, while 2019–2023 experienced astronomical growth (<i>n</i> = 1763 or 96%). The prominent use cases of CGAI (e.g., ChatGPT) for teaching, learning, and research activities occurred in computer science (multidisciplinary and AI; 32%), medical/healthcare (17%), engineering (7%), and business fields (6%). The intellectual structure shows strong collaboration among eminent multidisciplinary sources in business, information systems, and other areas. The thematic structure highlights prominent CGAI use cases, including improved user experience in human–computer interaction, computer programs/code generation, and systems creation. Widespread CGAI usefulness for teachers, researchers, and learners includes syllabi/course content generation, testing aids, and academic writing. The concerns about abuse and misuse (plagiarism, academic integrity, privacy violations) and issues about misinformation, danger of self-diagnoses, and patient privacy in medical/healthcare applications are prominent. Formulating strategies and policies to address potential CGAI challenges in teaching/learning and practice are priorities. Developing discipline-based automatic detection of GenAI contents to check abuse is proposed. In operational/operations research areas, proper CGAI/GenAI integration with modeling and decision support systems requires further studies.</p>","PeriodicalId":49176,"journal":{"name":"International Transactions in Operational Research","volume":"32 3","pages":"1251-1281"},"PeriodicalIF":3.1,"publicationDate":"2024-07-31","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1111/itor.13522","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141863720","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":4,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
This paper considers a manufacturing system in which products are produced in both make-to-stock (MTS) and make-to-order (MTO) modes. Production of MTS and MTO products is done in batches, incurs a setup cost, and is non-preemptive. The inventory of MTS products fulfills the demand of multiple classes, and each class demand can be satisfied or rejected. Customer orders for MTO production can be accepted or rejected, and their size is the same as the production batch. The primary goal of this paper is to study a policy that coordinates inventory rationing, admission control, and production capacity allocation to maximize the system's profit. We formulate the problem as a Markov decision process model and identify the structure of optimal control policies. We investigate the effect of inventory rationing on the profit by comparing its performance to that of the system with a first-come- first-serve policy to allocate inventory to multiple demand classes and study the extent to which the benefit of inventory rationing can be affected by system parameter changes. We also propose a heuristic that manages control decisions from linear threshold functions. Our test results from numerical examples show that the average percentage difference between the optimal and heuristic policies is within 1.2%.
本文研究了一个制造系统,在该系统中,产品以按库存生产(MTS)和按订单生产(MTO)两种模式进行生产。MTS 和 MTO 产品的生产是分批进行的,会产生设置成本,并且是非抢先生产。MTS 产品的库存可满足多个类别的需求,每个类别的需求都可以满足或拒绝。MTO 生产的客户订单可以接受或拒绝,其规模与生产批量相同。本文的主要目标是研究一种协调库存配给、入场控制和生产能力分配的策略,以实现系统利润最大化。我们将问题表述为马尔可夫决策过程模型,并确定了最优控制政策的结构。我们通过比较库存配给与采用先到先得政策为多个需求类别分配库存的系统的性能,研究了库存配给对利润的影响,并研究了系统参数变化对库存配给效益的影响程度。我们还提出了一种启发式方法,可根据线性阈值函数管理控制决策。我们从数字实例中得出的测试结果表明,最优策略和启发式策略之间的平均百分比差异在 1.2% 以内。
{"title":"Inventory rationing, admission control, and production capacity allocation in a make-to-stock/make-to-order manufacturing system","authors":"Eungab Kim","doi":"10.1111/itor.13521","DOIUrl":"10.1111/itor.13521","url":null,"abstract":"<p>This paper considers a manufacturing system in which products are produced in both make-to-stock (MTS) and make-to-order (MTO) modes. Production of MTS and MTO products is done in batches, incurs a setup cost, and is non-preemptive. The inventory of MTS products fulfills the demand of multiple classes, and each class demand can be satisfied or rejected. Customer orders for MTO production can be accepted or rejected, and their size is the same as the production batch. The primary goal of this paper is to study a policy that coordinates inventory rationing, admission control, and production capacity allocation to maximize the system's profit. We formulate the problem as a Markov decision process model and identify the structure of optimal control policies. We investigate the effect of inventory rationing on the profit by comparing its performance to that of the system with a first-come- first-serve policy to allocate inventory to multiple demand classes and study the extent to which the benefit of inventory rationing can be affected by system parameter changes. We also propose a heuristic that manages control decisions from linear threshold functions. Our test results from numerical examples show that the average percentage difference between the optimal and heuristic policies is within 1.2%.</p>","PeriodicalId":49176,"journal":{"name":"International Transactions in Operational Research","volume":"32 3","pages":"1593-1619"},"PeriodicalIF":3.1,"publicationDate":"2024-07-30","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141863722","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":4,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
The knapsack problem (KP) with forfeits is a generalized KP that aims to select some items, among a set of candidate items, to maximize a profit function without exceeding the knapsack capacity. Moreover, a forfeit cost is incurred and deducted from the profit function when both incompatible items are placed in the knapsack. This problem is a relevant model for a number of applications and is however computationally challenging. We present a hybrid heuristic method for tackling this problem that combines the evolutionary search with adaptive feasible and infeasible search to find high-quality solutions. A streamlining technique is designed to accelerate the evaluation of candidate solutions, which increases significantly the computational efficiency of the algorithm. We assess the algorithm on 120 test instances and demonstrate its dominance over the best performing approaches in the literature. Particularly, we show 94 improved lower bounds. We investigate the essential algorithmic components to understand their roles.
{"title":"Adaptive feasible and infeasible evolutionary search for the knapsack problem with forfeits","authors":"Qing Zhou, Jin-Kao Hao, Zhong-Zhong Jiang, Qinghua Wu","doi":"10.1111/itor.13512","DOIUrl":"10.1111/itor.13512","url":null,"abstract":"<p>The knapsack problem (KP) with forfeits is a generalized KP that aims to select some items, among a set of candidate items, to maximize a profit function without exceeding the knapsack capacity. Moreover, a forfeit cost is incurred and deducted from the profit function when both incompatible items are placed in the knapsack. This problem is a relevant model for a number of applications and is however computationally challenging. We present a hybrid heuristic method for tackling this problem that combines the evolutionary search with adaptive feasible and infeasible search to find high-quality solutions. A streamlining technique is designed to accelerate the evaluation of candidate solutions, which increases significantly the computational efficiency of the algorithm. We assess the algorithm on 120 test instances and demonstrate its dominance over the best performing approaches in the literature. Particularly, we show 94 improved lower bounds. We investigate the essential algorithmic components to understand their roles.</p>","PeriodicalId":49176,"journal":{"name":"International Transactions in Operational Research","volume":"32 3","pages":"1442-1471"},"PeriodicalIF":3.1,"publicationDate":"2024-07-26","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141776974","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":4,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Designing a product line that considers value-added services (VASs) is a strategic move for enterprises with diversified customer needs. Additionally, a dynamic pricing strategy that can respond to changes in the external environment is crucial for enterprises. This study investigates product and VAS price adjustments for enterprises in monopolistic and oligopolistic competitive environments, respectively, based on the multinomial logit model. A two-stage pricing model is developed for products and services to obtain the optimal pricing strategy. The findings reveal that customers’ strategic behaviors significantly impact on enterprises’ pricing decisions. When adjusting prices, enterprises need to consider the strategic behaviors of customers to ensure the rationality of pricing. Furthermore, irrespective of the competitive environment faced by enterprises, there is a need to emphasize the importance of dynamic pricing. Making appropriate adjustments to prices in the second stage can, overall, enhance the profitability of the enterprise.
{"title":"Two-stage pricing of products and services considering different competitive environments","authors":"Wei Qi, Ziwei Li, Xuwang Liu","doi":"10.1111/itor.13520","DOIUrl":"10.1111/itor.13520","url":null,"abstract":"<p>Designing a product line that considers value-added services (VASs) is a strategic move for enterprises with diversified customer needs. Additionally, a dynamic pricing strategy that can respond to changes in the external environment is crucial for enterprises. This study investigates product and VAS price adjustments for enterprises in monopolistic and oligopolistic competitive environments, respectively, based on the multinomial logit model. A two-stage pricing model is developed for products and services to obtain the optimal pricing strategy. The findings reveal that customers’ strategic behaviors significantly impact on enterprises’ pricing decisions. When adjusting prices, enterprises need to consider the strategic behaviors of customers to ensure the rationality of pricing. Furthermore, irrespective of the competitive environment faced by enterprises, there is a need to emphasize the importance of dynamic pricing. Making appropriate adjustments to prices in the second stage can, overall, enhance the profitability of the enterprise.</p>","PeriodicalId":49176,"journal":{"name":"International Transactions in Operational Research","volume":"32 3","pages":"1641-1676"},"PeriodicalIF":3.1,"publicationDate":"2024-07-25","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141776975","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":4,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}