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Preface to the Special Issue on Metaheuristics: Recent Advances and Applications 元搜索特刊序言:最新进展与应用
IF 3.1 4区 管理学 Q2 MANAGEMENT Pub Date : 2024-08-06 DOI: 10.1111/itor.13510
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。
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引用次数: 0
Special Issue on “Managing Supply Chain Resilience in the Digital Economy Era” 数字经济时代的供应链复原力管理 "特刊
IF 3.1 4区 管理学 Q2 MANAGEMENT Pub Date : 2024-08-06 DOI: 10.1111/itor.13506
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引用次数: 0
Special Issue on “Sharing Platforms for Sustainability: Exploring Strategies, Trade-offs, and Applications” 可持续性共享平台 "特刊:探索战略、权衡和应用"
IF 3.1 4区 管理学 Q2 MANAGEMENT Pub Date : 2024-08-06 DOI: 10.1111/itor.13507
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引用次数: 0
A robust optimisation approach for the placement of forest fire suppression resources 森林灭火资源布置的稳健优化方法
IF 3.1 4区 管理学 Q2 MANAGEMENT Pub Date : 2024-08-05 DOI: 10.1111/itor.13524
André Bergsten Mendes, Filipe Pereira e Alvelos

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.

这项研究为在任何容易爆发火灾的荒地地区扑灭森林火灾制定了初始攻击计划。要制定这样的计划,必须事先绘制地形图,并对空间和地形数据以及燃料水平进行建模。这样,当发生火灾时,就可以预测火灾在蔓延方向和蔓延速度方面的预期行为。有了这些信息,就可以决定在何时何地部署灭火资源。本文扩展了最近对这一主题的贡献,概括了每个节点的资源需求,从而可以更精确地模拟非均质地貌。此外,我们还讨论了估计的资源数量可能不足以应对火灾强度的情况,因为火灾强度只有在火灾现场才会显现出来。在这种情况下,可能需要额外的资源来有效控制火势。在稳健优化范例的支持下,我们对这种最坏情况下的方法进行了建模。我们提出了一个确定性数学编程模型、一个稳健优化对应模型和一个稳健塔布搜索(RoTS)算法。我们调整了文献中的实例,由商业求解器进行优化求解,并用于评估 RoTS 的质量。在 96 个实例中,所提出的算法可以优化解决 94 个。最后,我们进行了蒙特卡罗模拟,作为对生成的解决方案进行风险分析评估的一部分。
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引用次数: 0
A multi‐objective sustainable closed‐loop supply chain network problem with hybrid facilities 具有混合设施的多目标可持续闭环供应链网络问题
IF 3.1 4区 管理学 Q2 MANAGEMENT Pub Date : 2024-08-05 DOI: 10.1111/itor.13523
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.
可持续发展的闭环供应链网络要求在供应链中结合实施逆向物流,并在决策时考虑经济、环境和社会因素。在现实生活中,需要通过确定目标的优先次序或目标之间的相互作用来解决问题,从而为决策者提供一系列解决方案。在此背景下,本研究提出了一个新颖的多目标可持续闭环供应链网络问题,该问题基于混合回收中心的修正网络设计模型,最小化(1)总经济成本,(2)所用车辆的二氧化碳排放量,以及(3)总厌恶距离。后一个目标是对可持续模式的社会维度的新颖实现。通过方差分析对多目标模型进行了敏感性分析。为了测试模型和求解方法,我们生成了一个实例数据集,并配置了 AUGMECON2 和 AUGMECON2-EXTENDED,其中 AUGMECON2 是一种线性规划松弛方法,用于改善 CPU 时间,而 AUGMECON2-EXTENDED 则用于获取更多的解,以避免探索所有解的空间。结果表明,AUGMECON2-EXTENDED 实现优于所有选定的性能指标。这些性能指标包括 NPS、CPU 时间、RPOS、QM 和 HV。结果表明,与其他实现相比,AUGMECON2-EXTENDED 在这些指标上的平均改进至少分别为 、 、 和 。
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引用次数: 0
Unlocking university efficiency: a Bayesian stochastic frontier analysis 提高大学效率:贝叶斯随机前沿分析
IF 3.1 4区 管理学 Q2 MANAGEMENT Pub Date : 2024-08-05 DOI: 10.1111/itor.13525
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.
在本文中,我们分析了西班牙公立大学系统在 2010-2019 年期间的表现,这一时期由于大学预算紧张而特别动荡。为了厘清绩效变化的主要来源,我们采用了一种动态方法,将其分解为效率变化(赶超)和技术变化(前沿变化)。与许多关于高等教育机构(HEIs)的研究不同,我们选择了随机前沿分析,采用了 Löthgren(1997 年)提出的射线生产函数来解释高等教育机构的多产出性质。此外,为了对不确定性量化进行更详细的研究,我们在贝叶斯范式中进行了推理。总体而言,研究结果表明,在整个期间,特别是在 2010-2014 年期间的技术变革方面,绩效总体呈正向变化。然而,各大学之间存在显著差异,这可以通过绩效及其组成部分的后验分布得到一定的精确度。
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引用次数: 0
Conversational and generative artificial intelligence and human–chatbot interaction in education and research 教育和研究中的对话式和生成式人工智能以及人与聊天机器人的互动
IF 3.1 4区 管理学 Q2 MANAGEMENT Pub Date : 2024-07-31 DOI: 10.1111/itor.13522
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.

人工智能(AI)作为一种颠覆性技术并不新鲜。然而,在技术变革、大数据分析和量子计算的推动下,人工智能最近的发展产生了对话式和生成式人工智能(CGAI/GenAI)以及类人聊天机器人,颠覆了不同领域的传统操作和方法。本研究调查了 CGAI 和类人聊天机器人交互/协作的科学前景,并评估了多学科教育和相关行业运营的用例、效益、挑战和政策影响。论文发表趋势显示,2006-2018年期间的论文发表率仅为4%(n = 75),而2019-2023年则经历了天文数字般的增长(n = 1763或96%)。CGAI(如 ChatGPT)在教学、学习和研究活动中的突出用例出现在计算机科学(多学科和人工智能;32%)、医疗/保健(17%)、工程(7%)和商业领域(6%)。知识结构表明,商业、信息系统和其他领域的多学科知名人士之间开展了强有力的合作。专题结构突出了CGAI的重要用例,包括在人机交互、计算机程序/代码生成和系统创建中改善用户体验。CGAI对教师、研究人员和学习者的广泛用途包括教学大纲/课程内容生成、测试辅助工具和学术写作。在医疗/保健应用中,滥用和误用(剽窃、学术诚信、侵犯隐私)以及错误信息、自我诊断危险和病人隐私等问题十分突出。制定战略和政策以应对 CGAI 在教学和实践中可能遇到的挑战是当务之急。建议开发基于学科的 GenAI 内容自动检测功能,以防止滥用。在操作/运行研究领域,CGAI/GenAI 与建模和决策支持系统的适当整合需要进一步研究。
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引用次数: 0
Inventory rationing, admission control, and production capacity allocation in a make-to-stock/make-to-order manufacturing system 按库存生产/按订单生产制造系统中的库存配给、入场控制和生产能力分配
IF 3.1 4区 管理学 Q2 MANAGEMENT Pub Date : 2024-07-30 DOI: 10.1111/itor.13521
Eungab Kim

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。
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引用次数: 0
Adaptive feasible and infeasible evolutionary search for the knapsack problem with forfeits 有弃权的knapsack问题的自适应可行和不可行进化搜索
IF 3.1 4区 管理学 Q2 MANAGEMENT Pub Date : 2024-07-26 DOI: 10.1111/itor.13512
Qing Zhou, Jin-Kao Hao, Zhong-Zhong Jiang, Qinghua Wu

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.

带放弃的背包问题(KP)是一种广义的背包问题,其目的是从一组候选物品中选择一些物品,在不超过背包容量的情况下使利润函数最大化。此外,当两个不相容的物品都放入背包时,会产生放弃成本,并从利润函数中扣除。这个问题是许多应用的相关模型,但在计算上具有挑战性。我们提出了一种处理该问题的混合启发式方法,它将进化搜索与自适应可行和不可行搜索相结合,以找到高质量的解决方案。我们设计了一种精简技术来加速候选解决方案的评估,从而大大提高了算法的计算效率。我们在 120 个测试实例上对该算法进行了评估,结果表明该算法优于文献中表现最好的方法。特别是,我们展示了 94 个改进的下限。我们研究了算法的基本组成部分,以了解它们的作用。
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引用次数: 0
Two-stage pricing of products and services considering different competitive environments 考虑不同竞争环境的产品和服务的两阶段定价
IF 3.1 4区 管理学 Q2 MANAGEMENT Pub Date : 2024-07-25 DOI: 10.1111/itor.13520
Wei Qi, Ziwei Li, Xuwang Liu

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.

对于客户需求多样化的企业来说,设计一条考虑到增值服务(VAS)的产品线是一项战略举措。此外,能够应对外部环境变化的动态定价策略对企业也至关重要。本研究基于多项式 logit 模型,分别研究了垄断和寡头竞争环境下企业的产品价格和增值服务价格调整。建立了产品和服务的两阶段定价模型,以获得最优定价策略。研究结果表明,客户的战略行为对企业的定价决策有重大影响。企业在调整价格时,需要考虑顾客的战略行为,以确保定价的合理性。此外,无论企业面临怎样的竞争环境,都需要强调动态定价的重要性。在第二阶段对价格进行适当调整,可以从整体上提高企业的盈利能力。
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引用次数: 0
期刊
International Transactions in Operational Research
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