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Evaluating ESG effects on firm's technical efficiency with robust nonparametric frontiers: Insights from Asia 以稳健的非参数边界评估ESG对企业技术效率的影响:来自亚洲的见解
IF 2.9 4区 管理学 Q2 MANAGEMENT Pub Date : 2025-06-05 DOI: 10.1111/itor.70055
Maria Arsenopoulou, Michail Nerantzidis, Themistokles G. Lazarides, Evdokia Tsifora

This study examines how environmental, social, and governance practices impact firms' technical efficiency, focusing on operational capabilities often overlooked in financial performance measures. Using a nonparametric frontier analysis with robust order-m estimators, we analyzed 6033 firms across Asia from 2015 to 2022. Results show a nonlinear, “U”-shaped relationship: initial environmental, social, and governance investments may decrease efficiency, but surpassing a threshold improves it. This suggests that while early environmental, social, and governance efforts may lead to inefficiency due to adjustments, long-term benefits include better stakeholder investment and innovation. Firms also showed greater resilience during the COVID-19 pandemic. The sector-specific analysis supports this “U”-shaped trend but highlights the need for detailed, sector-specific research.

本研究考察了环境、社会和治理实践如何影响企业的技术效率,重点关注在财务绩效指标中经常被忽视的运营能力。使用非参数前沿分析和稳健的order-m估计器,我们分析了2015年至2022年亚洲6033家公司。结果显示出一种非线性的“U”型关系:初始的环境、社会和治理投资可能会降低效率,但超过某个阈值会提高效率。这表明,虽然早期的环境、社会和治理努力可能由于调整而导致效率低下,但长期利益包括更好的利益相关者投资和创新。企业在2019冠状病毒病大流行期间也表现出更强的抵御能力。具体行业的分析支持这种“U”型趋势,但强调需要详细的、具体行业的研究。
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引用次数: 0
Energy-aware flexible job shop scheduling problem with nonlinear routes and position-based learning effect 具有非线性路径和位置学习效应的能量感知柔性作业车间调度问题
IF 2.9 4区 管理学 Q2 MANAGEMENT Pub Date : 2025-06-05 DOI: 10.1111/itor.70057
Ernesto G. Birgin, José Angel Riveaux, Débora P. Ronconi

Sustainability has become one of the main objectives in all human activities and, in particular, in manufacturing environments. In this paper, we consider the flexible job shop scheduling problem with the objective of minimizing energy consumption. As it is known that a considerable part of the energy consumption occurs when the machines are on and idle, the addressed problem includes the possibility of turning the machines off and on between processing operations. To bring the problem closer to the large variety of real-world problems it encompasses, we include two relevant factors: nonlinear routes and position-based learning effect. The treated problem is formally described through a mixed integer linear programming model. We propose constructive heuristics, two types of neighborhoods with which we construct local search schemes and three metaheuristics, namely, general variable neighborhood search, greedy randomized adaptive search procedure, and simulated annealing. We conduct a large number of experiments to evaluate the performance of the introduced methods on small-sized and large-sized instances. In the large-sized instances, the general variable neighborhood search that combines the two neighborhoods into a single method is particularly effective. In the small-sized instances with known optimal solutions, the greedy randomized adaptive search procedure finds solutions that, on average, are within 0.22% of the optimal solution.

可持续性已成为所有人类活动的主要目标之一,特别是在制造环境中。本文研究了以能耗最小为目标的柔性作业车间调度问题。众所周知,相当一部分的能源消耗发生在机器开着和空闲时,所解决的问题包括在加工操作之间关闭和打开机器的可能性。为了使问题更接近于它所包含的各种现实问题,我们包括两个相关因素:非线性路线和基于位置的学习效应。通过混合整数线性规划模型对所处理的问题进行形式化描述。我们提出了建设性启发式算法,两种类型的邻域构建局部搜索方案和三种元启发式算法,即一般变量邻域搜索,贪婪随机自适应搜索过程和模拟退火。我们进行了大量的实验来评估所引入的方法在小型和大型实例上的性能。在大型实例中,将两个邻域结合为一个方法的通用变量邻域搜索尤其有效。在已知最优解的小实例中,贪婪随机自适应搜索过程找到的解平均在最优解的0.22%以内。
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引用次数: 0
An allocation rule for connection scheduling problems 连接调度问题的分配规则
IF 2.9 4区 管理学 Q2 MANAGEMENT Pub Date : 2025-06-04 DOI: 10.1111/itor.70052
Laura Davila-Pena, Peter Borm, Ignacio García-Jurado, Jop Schouten

This paper studies so-called connection scheduling problems, a type of interactive operations research problem. A connection scheduling problem combines aspects from the minimum cost spanning tree and sequencing problems. Given a graph, we aim to first establish a connection order on the players such that the total cost of connecting them to a source is minimal and second to find a fair cost allocation of such an optimal order among the players involved. We restrict our attention to connection scheduling problems on trees and propose a recursive method to solve these tree connection scheduling problems integrated with an allocation approach. This latter mechanism consistently and recursively uses benchmark endogenous myopic orders to determine potential cost savings, which will then be appropriately allocated. Interestingly, the transition process from a benchmark myopic order to an optimal one will be smooth using the switching of blocks of agents based on the basic notion of merge segments.

本文研究了连接调度问题,这是一种交互式运筹学问题。连接调度问题结合了最小开销生成树和排序问题。给定一个图,我们的目标是首先在参与者上建立一个连接顺序,使将他们连接到一个源的总成本最小,然后在相关参与者之间找到一个公平的最优顺序的成本分配。我们将注意力集中在树的连接调度问题上,并提出了一种结合分配方法的递归方法来解决这些树的连接调度问题。后一种机制一致且递归地使用基准内源性近视顺序来确定潜在的成本节约,然后将其适当地分配。有趣的是,使用基于合并段的基本概念的代理块的切换,从基准近视顺序到最优顺序的过渡过程将是平滑的。
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引用次数: 0
Is money all-powerful? An optimal online review rebate strategy for independent remanufacturers 金钱是万能的吗?独立再制造企业在线评价返利策略的优化
IF 2.9 4区 管理学 Q2 MANAGEMENT Pub Date : 2025-05-26 DOI: 10.1111/itor.70053
Shushu Xie, Yingxue Zhao

Online reviews can help consumers learn that remanufactured products are as good as new products, and how to use online review rebate (ORR) strategies to increase the number of online reviews has become a key issue for remanufacturers. In this study, a supply chain model including the original equipment manufacturer and the independent remanufacturer (IR) was constructed, and three models—no ORR, unconditional ORR, and positive ORR—were compared. The results highlight that the IR prefers to choose the ORR strategy to increase profits. However, if the number of online reviews without rebates is already high, the IR prefers the use of no ORR strategy to prevent the negative effects of excessive rebate costs associated with the production of remanufactured products.

在线评论可以帮助消费者了解再制造产品和新产品一样好,如何利用在线评论回扣(Online review rebate, ORR)策略来增加在线评论的数量成为再制造商面临的关键问题。本研究构建了包含原始设备制造商和独立再制造商(IR)的供应链模型,并对无ORR、无条件ORR和积极ORR三种模型进行了比较。研究结果表明,IR更倾向于选择ORR策略来增加利润。然而,如果没有回扣的在线评论数量已经很高,IR倾向于使用无ORR策略,以防止与再制造产品生产相关的过度回扣成本的负面影响。
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引用次数: 0
Pitfalls, benefits, and comparative analysis of artificial intelligence ChatBots in the systematic review process 人工智能聊天机器人在系统审查过程中的陷阱、好处和比较分析
IF 2.9 4区 管理学 Q2 MANAGEMENT Pub Date : 2025-05-25 DOI: 10.1111/itor.70054
Cinzia Daraio, Simone Di Leo, Federico Ferazzoli

The transformative potential of artificial intelligence (AI) ChatBots, leveraging natural language processing for information retrieval and knowledge synthesis, has garnered attention across diverse fields, including research. Recognizing AI's importance, researchers and policymakers are actively engaged in its development. However, a notable gap persists in understanding the efficacy of various AI-ChatBots specifically within the rigorous process of conducting systematic literature reviews (SLRs). To address this, this study aims to provide a comparative analysis of different AI-ChatBots against traditional manual approaches in executing SLRs. Employing a case study methodology focused on the International Transactions in Operational Research journal, this research evaluates the benefits and pitfalls of integrating AI across various stages of the SLR process. The findings of this study will offer novel empirical evidence regarding the application of AI-ChatBots in SLR processes, thereby informing both researchers and policymakers on the practical implications and future directions of AI integration in academic research.

人工智能(AI)聊天机器人利用自然语言处理进行信息检索和知识合成,其变革潜力引起了包括研究在内的各个领域的关注。认识到人工智能的重要性,研究人员和政策制定者正在积极参与其发展。然而,在理解各种人工智能聊天机器人的功效方面,特别是在进行系统文献综述(slr)的严格过程中,仍然存在明显的差距。为了解决这个问题,本研究旨在对不同的人工智能聊天机器人与传统的手动方法在执行单反时进行比较分析。本研究采用了《运筹学国际交易》期刊上的案例研究方法,评估了在单反过程的各个阶段集成人工智能的好处和缺陷。本研究的结果将为人工智能聊天机器人在单反过程中的应用提供新的经验证据,从而为研究人员和政策制定者提供人工智能在学术研究中的实际影响和未来方向的信息。
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引用次数: 0
Methods for bi-objective routing and districting problems 双目标路由和分区问题的方法
IF 2.9 4区 管理学 Q2 MANAGEMENT Pub Date : 2025-05-19 DOI: 10.1111/itor.70050
Margarida Aires de Abreu, Daniel Santos, José Rui Figueira

Districting and routing are crucial components in optimising transportation systems and complex logistics operations. Combining these components helps companies efficiently deliver goods worldwide, reducing costs and improving service levels. The present study contributes to the field by proposing an exact solution method for addressing a bi-objective problem, involving both districting and routing decisions. The problem tackled involves partitioning a set of customers into districts and determining routes to meet their demands. It is known as the capacitated vehicle routing and districting problem (CVRDP), which combines the capacitated vehicle routing problem (CVRP) with districting. There is one route per district, and every route starts and ends at a single depot, visiting the customers of the district exactly once. Vehicles must meet customer demands while respecting capacity constraints. The bi-objective problem aims to minimise the total travel time and district's dispersion. Four mixed-integer linear programming models are proposed, differing in their approach to prevent subtours. These models include the Improved Miller-Tucker-Zemlin (MTZ) and Single Commodity Flow (SCF) models, with both the disaggregated and the aggregated versions. The study applies the augmented ε$epsilon$-constraint method to find the, frequently named as, Pareto front. In the computational experiments, adapted instances from the literature are used in a four-phase analysis, where the number of districts is predetermined. Overall, the disaggregated SCF model outperforms the other models. This model also stands out as the best option for optimising in a single objective problem, specifically in terms of achieving compact districts and minimising the total travel time.

分区和路线是优化运输系统和复杂物流操作的关键组成部分。结合这些组件可以帮助公司有效地在全球范围内交付货物,降低成本并提高服务水平。本研究通过提出一种精确的解决方法来解决涉及分区和路由决策的双目标问题,从而为该领域做出贡献。解决的问题包括将一组客户划分为不同的区域,并确定满足他们需求的路线。该问题被称为有能力车辆路由与区划问题(CVRDP),它将有能力车辆路由问题(CVRP)与区划问题相结合。每个地区都有一条路线,每条路线都在一个仓库开始和结束,只拜访一次该地区的客户。车辆必须满足客户需求,同时尊重容量限制。双目标问题的目标是最小化总行程时间和区域离散度。提出了四种混合整数线性规划模型,它们在防止子游的方法上有所不同。这些模型包括改进的米勒-塔克-泽姆林(MTZ)模型和单一商品流(SCF)模型,包括分解模型和聚合模型。本研究采用增广的ε $ ε $约束方法来寻找常被称为帕累托前沿。在计算实验中,从文献中改编的实例用于四阶段分析,其中区域的数量是预先确定的。总体而言,分解的SCF模型优于其他模型。该模型在单个目标问题中也作为优化的最佳选择,特别是在实现紧凑的区域和最小化总旅行时间方面。
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引用次数: 0
Assigning airport ground handling operations: a data-driven matheuristic 分配机场地勤操作:数据驱动的数学
IF 2.9 4区 管理学 Q2 MANAGEMENT Pub Date : 2025-05-19 DOI: 10.1111/itor.70034
Alexandre Dupaquis, Ronan Guivarch, Sandrine Mouysset, Daniel Ruiz, Vincent Charvillat, Frédéric Bouilhaguet

In this paper, we study a problem in the crossover between vehicle routing and scheduling problems. The multi-trip capacitated vehicle routing and scheduling problem with time windows and meal breaks is extended to a heterogeneous fleet of trucks and drivers, with qualifications and different loading patterns. We propose an optimisation model that solves the problem in reasonable time for small instances. Then, we introduce two heuristics in order to deal with real-life cases: a greedy heuristic and a matheuristic extension, the latter building upon exact methods to solve parts of the problem. We tested our algorithms on multiple new real-life instances on U.S. airports. Our computational study compares the effectiveness of each approach and asserts the strength of our matheuristic. Moreover, we implemented our algorithms to help ground handlers specialised in catering operations to speed up the decision-making process of assigning hundreds of tasks every day, with conclusive results.

本文研究了车辆路线与调度交叉问题。将具有时间窗口和用餐时间的多行程车辆路线和调度问题扩展到具有不同资质和不同装载模式的卡车和司机的异构车队。我们提出了一个优化模型,可以在合理的时间内解决小实例的问题。然后,我们引入两种启发式方法来处理现实生活中的情况:贪婪启发式和数学扩展,后者建立在精确的方法来解决部分问题。我们在美国机场的多个新的真实案例中测试了我们的算法。我们的计算研究比较了每种方法的有效性,并断言我们的数学的力量。此外,我们实施了我们的算法,以帮助专门从事餐饮业务的地勤人员加快决策过程,每天分配数百项任务,并取得了决定性的结果。
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引用次数: 0
The value of livestream accidents when the brand cooperates with a competitive influencer 当品牌与有竞争力的网红合作时,直播的价值就会发生意外
IF 2.9 4区 管理学 Q2 MANAGEMENT Pub Date : 2025-05-16 DOI: 10.1111/itor.70043
Baozhuang Niu, Yuyang Chen, Xinhu Yu

Livestream selling has experienced quick growth recently, in which brands partner with influencers to promote product sales. Having amassed considerable fan bases and cultivated substantial loyalty among their audiences, some influencers are creating their own brands and becoming their brand customers’ competitors (competitive influencers hereafter). Then, should the brand go on contracting with such competitive influencers? We analyze the pros and cons of their coopetitive relationship by considering the existence of both traditional and fan consumers. Traditional consumers are flexible to purchase any product, while fan consumers solely purchase the influencer's promoted products. We find that the brand benefits when the competitive influencer's commission rate is moderate. Taking the influencer's livestream accidents into account, we find that the supply chain resilience performs better in the no cooperation scenario, and the livestream accidents do not necessarily hurt the brand. Interestingly, we find that either a high or a low commission rate will compel the brand and the competitive influencer to set higher selling prices. This may hurt consumer surplus, but the competitive influencer can significantly be benefited, even confronting a low commission rate.

最近,直播销售经历了快速增长,品牌与网红合作促进产品销售。一些网红已经积累了大量的粉丝基础,并在他们的受众中培养了大量的忠诚度,他们正在创建自己的品牌,并成为他们品牌客户的竞争对手(以下简称竞争网红)。那么,品牌是否应该继续与这些具有竞争影响力的网红签约呢?我们通过考虑传统消费者和粉丝消费者的存在来分析他们合作关系的利弊。传统消费者可以灵活地购买任何产品,而粉丝消费者只购买网红推广的产品。我们发现,当竞争网红的佣金率适中时,品牌会受益。考虑网红的直播事故,我们发现供应链弹性在无合作场景下表现更好,直播事故并不一定会对品牌造成伤害。有趣的是,我们发现无论是高佣金率还是低佣金率都会迫使品牌和有竞争力的网红设定更高的销售价格。这可能会损害消费者剩余,但有竞争力的影响者可以显著受益,即使面临较低的佣金率。
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引用次数: 0
A cybersecurity risk analysis framework for systems with artificial intelligence components 具有人工智能组件的系统网络安全风险分析框架
IF 2.9 4区 管理学 Q2 MANAGEMENT Pub Date : 2025-05-13 DOI: 10.1111/itor.70049
J.M. Camacho, A. Couce-Vieira, D. Arroyo, D.R. Insua

The introduction of the European Union Artificial Intelligence (AI) Act, the NIST AI Risk Management Framework, and related international norms and policy documents demand a better understanding and implementation of novel risk analysis issues when facing systems with AI components: dealing with new AI-related impacts; incorporating AI-based assets within the cyber architecture; considering AI-based security and recovery controls within the cybersecurity portfolio; and managing novel AI-based targeted attacks. This paper suggests solutions to such issues and integrates them within a broad novel framework to support risk analysis in systems with AI components and services. An example concerning automated driving systems illustrates the framework validating it conceptually.

欧盟人工智能(AI)法案、NIST人工智能风险管理框架以及相关国际规范和政策文件的引入,要求在面对具有人工智能组件的系统时更好地理解和实施新的风险分析问题:处理新的人工智能相关影响;在网络架构中整合基于人工智能的资产;在网络安全组合中考虑基于人工智能的安全和恢复控制;以及管理基于人工智能的新型针对性攻击。本文提出了这些问题的解决方案,并将它们集成到一个广泛的新框架中,以支持具有人工智能组件和服务的系统中的风险分析。一个关于自动驾驶系统的例子说明了该框架在概念上的验证。
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引用次数: 0
Long-term consumer selection strategies for a heterogeneous consumer base when demand depends on purchase and advertising histories 当需求依赖于购买和广告历史时,针对异质消费者群体的长期消费者选择策略
IF 2.9 4区 管理学 Q2 MANAGEMENT Pub Date : 2025-05-09 DOI: 10.1111/itor.70041
Oliver Nordemann, Rainer Schlosser

For many retailers with an existing consumer base, direct marketing, particularly, one-to-one marketing actions, is crucial. However, to decide which consumer should receive which kind of advertising at which point in time is challenging, particularly if the individual consumer's demand is history dependent, that is, influenced by his/her previous sales as well as previously received advertising. To effectively manage a heterogeneous consumer base over time, in this paper, we propose a relaxed dynamic programming-based consumer selection strategy optimizing long-term objectives under budget constraints. To be able to apply our model under unknown consumer behavior, we integrate exemplary predictions for history-dependent demand based on observable data. Using different synthetic consumer behavior models, we analyze under which conditions history-dependent consumer behavior can be estimated accurately from historic data. Finally, we evaluate the performance of our approach based on data-driven demand predictions. Our evaluations show that our model is general applicable and outperforms established consumer selection heuristics as well as solutions for greedy short-term models by up to 20%. The selection policies obtained are discussed and managerial insights are inferred.

对于许多现有消费者基础的零售商来说,直接营销,特别是一对一的营销活动是至关重要的。然而,决定哪个消费者应该在哪个时间点收到哪种广告是具有挑战性的,特别是如果个人消费者的需求依赖于历史,即受到他/她以前的销售和以前收到的广告的影响。为了有效地管理异质性消费者群体,本文提出了一种在预算约束下优化长期目标的基于宽松动态规划的消费者选择策略。为了能够将我们的模型应用于未知的消费者行为,我们基于可观察到的数据,对依赖历史的需求进行了典型的预测。利用不同的综合消费者行为模型,我们分析了在何种条件下历史相关的消费者行为可以准确地从历史数据中估计出来。最后,我们基于数据驱动的需求预测来评估我们的方法的性能。我们的评估表明,我们的模型是普遍适用的,并且优于已建立的消费者选择启发式以及贪婪短期模型的解决方案高达20%。讨论了获得的选择策略,并推断了管理见解。
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引用次数: 0
期刊
International Transactions in Operational Research
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