IDEAS home Printed from https://ideas.repec.org/a/spr/orspec/v39y2017i1d10.1007_s00291-015-0429-4.html
   My bibliography  Save this article

Simultaneous lotsizing and scheduling problems: a classification and review of models

Author

Listed:
  • Karina Copil

    (University of Cologne)

  • Martin Wörbelauer

    (University of Hohenheim)

  • Herbert Meyr

    (University of Hohenheim)

  • Horst Tempelmeier

    (University of Cologne)

Abstract

The current paper presents a structured overview over the literature on dynamic simultaneous lotsizing and scheduling problems. We introduce a classification scheme, review the historical development of research in this area and identify recent developments. The main contribution of the present review is the discussion of the historical development of the body of knowledge in the field of simultaneous lotsizing and scheduling and the identification of recent trends. This helps to reveal research opportunities, but it can also be helpful in the selection of appropriate models for industrial applications.

Suggested Citation

  • Karina Copil & Martin Wörbelauer & Herbert Meyr & Horst Tempelmeier, 2017. "Simultaneous lotsizing and scheduling problems: a classification and review of models," OR Spectrum: Quantitative Approaches in Management, Springer;Gesellschaft für Operations Research e.V., vol. 39(1), pages 1-64, January.
    • Handle: RePEc:spr:orspec:v:39:y:2017:i:1:d:10.1007_s00291-015-0429-4
    DOI: 10.1007/s00291-015-0429-4
    as

    Download full text from publisher

    File URL: http://link.springer.com/10.1007/s00291-015-0429-4
    File Function: Abstract
    Download Restriction: Access to the full text of the articles in this series is restricted.
    File URL: https://libkey.io/10.1007/s00291-015-0429-4?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    References listed on IDEAS

    as
    1. Heuts, R. M. J. & Seidel, H. P. & Selen, W. J., 1992. "A comparison of two lot sizing-sequencing heuristics for the process industry," European Journal of Operational Research, Elsevier, vol. 59(3), pages 413-424, June.
    2. Gary D. Eppen & R. Kipp Martin, 1987. "Solving Multi-Item Capacitated Lot-Sizing Problems Using Variable Redefinition," Operations Research, INFORMS, vol. 35(6), pages 832-848, December.
    3. Meyr, H., 2000. "Simultaneous lotsizing and scheduling by combining local search with dual reoptimization," European Journal of Operational Research, Elsevier, vol. 120(2), pages 311-326, January.
    4. Almada-Lobo, Bernardo & Oliveira, José F. & Carravilla, Maria Antónia, 2008. "Production planning and scheduling in the glass container industry: A VNS approach," International Journal of Production Economics, Elsevier, vol. 114(1), pages 363-375, July.
    5. Fleischmann, Bernhard, 1994. "The discrete lot-sizing and scheduling problem with sequence-dependent setup costs," European Journal of Operational Research, Elsevier, vol. 75(2), pages 395-404, June.
    6. Meyr, H., 2000. "Simultaneous Lotsizing and Scheduling by combining Local Search with Dual Reoptimization," Publications of Darmstadt Technical University, Institute for Business Studies (BWL) 39380, Darmstadt Technical University, Department of Business Administration, Economics and Law, Institute for Business Studies (BWL).
    7. Matthew J. Liberatore & Tan Miller, 1985. "A Hierarchical Production Planning System," Interfaces, INFORMS, vol. 15(4), pages 1-11, August.
    8. Stadtler, Hartmut & Sahling, Florian, 2013. "A lot-sizing and scheduling model for multi-stage flow lines with zero lead times," European Journal of Operational Research, Elsevier, vol. 225(3), pages 404-419.
    9. Meyr, H., 2004. "Simultane Losgrößen- und Reihenfolgeplanung bei mehrstufiger kontinuierlicher Fertigung," Publications of Darmstadt Technical University, Institute for Business Studies (BWL) 36063, Darmstadt Technical University, Department of Business Administration, Economics and Law, Institute for Business Studies (BWL).
    10. Guimarães, Luis & Klabjan, Diego & Almada-Lobo, Bernardo, 2013. "Pricing, relaxing and fixing under lot sizing and scheduling," European Journal of Operational Research, Elsevier, vol. 230(2), pages 399-411.
    11. Francesco Gaglioppa & Lisa A. Miller & Saif Benjaafar, 2008. "Multitask and Multistage Production Planning and Scheduling for Process Industries," Operations Research, INFORMS, vol. 56(4), pages 1010-1025, August.
    12. Tiacci, Lorenzo & Saetta, Stefano, 2012. "Demand forecasting, lot sizing and scheduling on a rolling horizon basis," International Journal of Production Economics, Elsevier, vol. 140(2), pages 803-814.
    13. WOLSEY, Laurence A., 2002. "Solving multi-item lot-sizing problems with an MIP solver using classification and reformulation," LIDAM Reprints CORE 1605, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
    14. Amorim, P. & Günther, H.-O. & Almada-Lobo, B., 2012. "Multi-objective integrated production and distribution planning of perishable products," International Journal of Production Economics, Elsevier, vol. 138(1), pages 89-101.
    15. Carsten Jordan & Andreas Drexl, 1998. "Discrete Lotsizing and Scheduling by Batch Sequencing," Management Science, INFORMS, vol. 44(5), pages 698-713, May.
    16. Ferreira, Deisemara & Clark, Alistair R. & Almada-Lobo, Bernardo & Morabito, Reinaldo, 2012. "Single-stage formulations for synchronised two-stage lot sizing and scheduling in soft drink production," International Journal of Production Economics, Elsevier, vol. 136(2), pages 255-265.
    17. Wolsey, L. A., 1997. "MIP modelling of changeovers in production planning and scheduling problems," LIDAM Reprints CORE 1271, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
    18. Gicquel, C. & Lisser, A. & Minoux, M., 2014. "An evaluation of semidefinite programming based approaches for discrete lot-sizing problems," European Journal of Operational Research, Elsevier, vol. 237(2), pages 498-507.
    19. WOLSEY, Laurence, 2002. "Solving multi-item lot-sizing problems with an MIP solver using classification and reformulation," LIDAM Discussion Papers CORE 2002012, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
    20. Clark, Alistair R., 2003. "Optimization approximations for capacity constrained material requirements planning," International Journal of Production Economics, Elsevier, vol. 84(2), pages 115-131, May.
    21. de Matta, Renato, 1994. "A Lagrangean decomposition solution to a single line multiproduct scheduling problem," European Journal of Operational Research, Elsevier, vol. 79(1), pages 25-37, November.
    22. Almeder, Christian & Klabjan, Diego & Traxler, Renate & Almada-Lobo, Bernardo, 2015. "Lead time considerations for the multi-level capacitated lot-sizing problem," European Journal of Operational Research, Elsevier, vol. 241(3), pages 727-738.
    23. Dauzere-Peres, Stephane & Lasserre, Jean-Bernard, 1994. "Integration of lotsizing and scheduling decisions in a job-shop," European Journal of Operational Research, Elsevier, vol. 75(2), pages 413-426, June.
    24. Guimarães, Luis & Klabjan, Diego & Almada-Lobo, Bernardo, 2014. "Modeling lotsizing and scheduling problems with sequence dependent setups," European Journal of Operational Research, Elsevier, vol. 239(3), pages 644-662.
    25. Sungmin Kang & Kavindra Malik & L. Joseph Thomas, 1999. "Lotsizing and Scheduling on Parallel Machines with Sequence-Dependent Setup Costs," Management Science, INFORMS, vol. 45(2), pages 273-289, February.
    26. de Matta, Renato & Guignard, Monique, 1994. "Studying the effects of production loss due to setup in dynamic production scheduling," European Journal of Operational Research, Elsevier, vol. 72(1), pages 62-73, January.
    27. Yves Pochet & Laurence A. Wolsey, 1991. "Solving Multi-Item Lot-Sizing Problems Using Strong Cutting Planes," Management Science, INFORMS, vol. 37(1), pages 53-67, January.
    28. Lang, Jan Christian & Shen, Zuo-Jun Max, 2011. "Fix-and-optimize heuristics for capacitated lot-sizing with sequence-dependent setups and substitutions," European Journal of Operational Research, Elsevier, vol. 214(3), pages 595-605, November.
    29. Andrew J. Miller & Laurence A. Wolsey, 2003. "Tight Mip Formulation for Multi-Item Discrete Lot-Sizing Problems," Operations Research, INFORMS, vol. 51(4), pages 557-565, August.
    30. Harvey M. Wagner & Thomson M. Whitin, 1958. "Dynamic Version of the Economic Lot Size Model," Management Science, INFORMS, vol. 5(1), pages 89-96, October.
    31. Salomon, Marc & Solomon, Marius M. & Van Wassenhove, Luk N. & Dumas, Yvan & Dauzere-Peres, Stephane, 1997. "Solving the discrete lotsizing and scheduling problem with sequence dependent set-up costs and set-up times using the Travelling Salesman Problem with time windows," European Journal of Operational Research, Elsevier, vol. 100(3), pages 494-513, August.
    32. Stadtler, Hartmut, 2011. "Multi-level single machine lot-sizing and scheduling with zero lead times," European Journal of Operational Research, Elsevier, vol. 209(3), pages 241-252, March.
    33. Tempelmeier, Horst & Buschkühl, Lisbeth, 2008. "Dynamic multi-machine lotsizing and sequencing with simultaneous scheduling of a common setup resource," International Journal of Production Economics, Elsevier, vol. 113(1), pages 401-412, May.
    34. Bernardo Almada-Lobo & Diego Klabjan & Maria Carravilla & José Oliveira, 2010. "Multiple machine continuous setup lotsizing with sequence-dependent setups," Computational Optimization and Applications, Springer, vol. 47(3), pages 529-552, November.
    35. Suerie, Christopher, 2006. "Modeling of period overlapping setup times," European Journal of Operational Research, Elsevier, vol. 174(2), pages 874-886, October.
    36. Dirk Cattrysse & Marc Salomon & Roelof Kuik & Luk N. Van Wassenhove, 1993. "A Dual Ascent and Column Generation Heuristic for the Discrete Lotsizing and Scheduling Problem with Setup Times," Management Science, INFORMS, vol. 39(4), pages 477-486, April.
    37. Laurence A. Wolsey, 2002. "Solving Multi-Item Lot-Sizing Problems with an MIP Solver Using Classification and Reformulation," Management Science, INFORMS, vol. 48(12), pages 1587-1602, December.
    38. T. L. Magnanti & R. Vachani, 1990. "A Strong Cutting Plane Algorithm for Production Scheduling with Changeover Costs," Operations Research, INFORMS, vol. 38(3), pages 456-473, June.
    39. Kovcs, Andrs & Brown, Kenneth N. & Tarim, S. Armagan, 2009. "An efficient MIP model for the capacitated lot-sizing and scheduling problem with sequence-dependent setups," International Journal of Production Economics, Elsevier, vol. 118(1), pages 282-291, March.
    40. Fabrizio Marinelli & Maria Nenni & Antonio Sforza, 2007. "Capacitated lot sizing and scheduling with parallel machines and shared buffers: A case study in a packaging company," Annals of Operations Research, Springer, vol. 150(1), pages 177-192, March.
    41. L. S. Lasdon & R. C. Terjung, 1971. "An Efficient Algorithm for Multi-Item Scheduling," Operations Research, INFORMS, vol. 19(4), pages 946-969, August.
    42. Fandel, Gunter & Stammen-Hegene, Cathrin, 2006. "Simultaneous lot sizing and scheduling for multi-product multi-level production," International Journal of Production Economics, Elsevier, vol. 104(2), pages 308-316, December.
    43. Yvan Dumas & Jacques Desrosiers & Eric Gelinas & Marius M. Solomon, 1995. "An Optimal Algorithm for the Traveling Salesman Problem with Time Windows," Operations Research, INFORMS, vol. 43(2), pages 367-371, April.
    44. Gothe-Lundgren, Maud & T. Lundgren, Jan & A. Persson, Jan, 2002. "An optimization model for refinery production scheduling," International Journal of Production Economics, Elsevier, vol. 78(3), pages 255-270, August.
    45. Ferreira, Deisemara & Morabito, Reinaldo & Rangel, Socorro, 2009. "Solution approaches for the soft drink integrated production lot sizing and scheduling problem," European Journal of Operational Research, Elsevier, vol. 196(2), pages 697-706, July.
    46. GICQUEL, Céline & WOLSEY, Laurence A. & MINOU, Michel, 2012. "On discrete lot-sizing and scheduling on identical parallel machines," LIDAM Reprints CORE 2386, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
    47. Meyr, H., 2002. "Simultaneous Lotsizing and Scheduling on Parallel Machines," Publications of Darmstadt Technical University, Institute for Business Studies (BWL) 36065, Darmstadt Technical University, Department of Business Administration, Economics and Law, Institute for Business Studies (BWL).
    48. Miguel Constantino, 2000. "A polyhedral approach to a production planning problem," Annals of Operations Research, Springer, vol. 96(1), pages 75-95, November.
    49. Fleischmann, Bernhard, 1990. "The discrete lot-sizing and scheduling problem," European Journal of Operational Research, Elsevier, vol. 44(3), pages 337-348, February.
    50. Renato de Matta & Monique Guignard, 1994. "Dynamic Production Scheduling for a Process Industry," Operations Research, INFORMS, vol. 42(3), pages 492-503, June.
    51. Fleischmann, B. & Meyr, H., 1997. "The General Lotsizing and Scheduling Problem," Publications of Darmstadt Technical University, Institute for Business Studies (BWL) 36068, Darmstadt Technical University, Department of Business Administration, Economics and Law, Institute for Business Studies (BWL).
    52. Camargo, Victor C.B. & Toledo, Franklina M.B. & Almada-Lobo, Bernardo, 2014. "HOPS – Hamming-Oriented Partition Search for production planning in the spinning industry," European Journal of Operational Research, Elsevier, vol. 234(1), pages 266-277.
    53. Meyr, Herbert & Mann, Matthias, 2013. "A decomposition approach for the General Lotsizing and Scheduling Problem for Parallel production Lines," European Journal of Operational Research, Elsevier, vol. 229(3), pages 718-731.
    54. V C B Camargo & F M B Toledo & B Almada-Lobo, 2012. "Three time-based scale formulations for the two-stage lot sizing and scheduling in process industries," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 63(11), pages 1613-1630, November.
    55. J. Christian Lang, 2010. "Production and Inventory Management with Substitutions," Lecture Notes in Economics and Mathematical Systems, Springer, number 978-3-642-04247-8, December.
    56. Wolsey, Laurence A., 1997. "MIP modelling of changeovers in production planning and scheduling problems," European Journal of Operational Research, Elsevier, vol. 99(1), pages 154-165, May.
    57. Drexl, Andreas & Haase, Knut, 1995. "Proportional lotsizing and scheduling," International Journal of Production Economics, Elsevier, vol. 40(1), pages 73-87, June.
    58. François Vanderbeck, 1998. "Lot-Sizing with Start-Up Times," Management Science, INFORMS, vol. 44(10), pages 1409-1425, October.
    59. Uday S. Karmarkar & Linus Schrage, 1985. "The Deterministic Dynamic Product Cycling Problem," Operations Research, INFORMS, vol. 33(2), pages 326-345, April.
    60. Meyr, Herbert, 2002. "Simultaneous lotsizing and scheduling on parallel machines," European Journal of Operational Research, Elsevier, vol. 139(2), pages 277-292, June.
    61. Wolosewicz, Cathy & Dauzère-Pérès, Stéphane & Aggoune, Riad, 2015. "A Lagrangian heuristic for an integrated lot-sizing and fixed scheduling problem," European Journal of Operational Research, Elsevier, vol. 244(1), pages 3-12.
    62. MILLER, Andrew J. & WOLSEY, Laurence A., 2003. "Tight MIP formulations for multi-item discrete lot-sizing problems," LIDAM Reprints CORE 1639, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Jans, Raf & Degraeve, Zeger, 2007. "Meta-heuristics for dynamic lot sizing: A review and comparison of solution approaches," European Journal of Operational Research, Elsevier, vol. 177(3), pages 1855-1875, March.
    2. Jans, R.F. & Degraeve, Z., 2005. "Modeling Industrial Lot Sizing Problems: A Review," ERIM Report Series Research in Management ERS-2005-049-LIS, Erasmus Research Institute of Management (ERIM), ERIM is the joint research institute of the Rotterdam School of Management, Erasmus University and the Erasmus School of Economics (ESE) at Erasmus University Rotterdam.
    3. Martin Wörbelauer & Herbert Meyr & Bernardo Almada-Lobo, 2019. "Simultaneous lotsizing and scheduling considering secondary resources: a general model, literature review and classification," OR Spectrum: Quantitative Approaches in Management, Springer;Gesellschaft für Operations Research e.V., vol. 41(1), pages 1-43, March.
    4. Ferreira, Deisemara & Clark, Alistair R. & Almada-Lobo, Bernardo & Morabito, Reinaldo, 2012. "Single-stage formulations for synchronised two-stage lot sizing and scheduling in soft drink production," International Journal of Production Economics, Elsevier, vol. 136(2), pages 255-265.
    5. Lee, Younsoo & Lee, Kyungsik, 2020. "Lot-sizing and scheduling in flat-panel display manufacturing process," Omega, Elsevier, vol. 93(C).
    6. Meyr, Herbert & Mann, Matthias, 2013. "A decomposition approach for the General Lotsizing and Scheduling Problem for Parallel production Lines," European Journal of Operational Research, Elsevier, vol. 229(3), pages 718-731.
    7. Rohaninejad, Mohammad & Hanzálek, Zdeněk, 2023. "Multi-level lot-sizing and job shop scheduling with lot-streaming: Reformulation and solution approaches," International Journal of Production Economics, Elsevier, vol. 263(C).
    8. Mac Cawley, Alejandro & Maturana, Sergio & Pascual, Rodrigo & Tortorella, Guilherme Luz, 2022. "Scheduling wine bottling operations with multiple lines and sequence-dependent set-up times: Robust formulation and a decomposition solution approach," European Journal of Operational Research, Elsevier, vol. 303(2), pages 819-839.
    9. Raf Jans, 2009. "Solving Lot-Sizing Problems on Parallel Identical Machines Using Symmetry-Breaking Constraints," INFORMS Journal on Computing, INFORMS, vol. 21(1), pages 123-136, February.
    10. Alyne Toscano & Deisemara Ferreira & Reinaldo Morabito, 2019. "A decomposition heuristic to solve the two-stage lot sizing and scheduling problem with temporal cleaning," Flexible Services and Manufacturing Journal, Springer, vol. 31(1), pages 142-173, March.
    11. Lee, Younsoo & Lee, Kyungsik, 2022. "New integer optimization models and an approximate dynamic programming algorithm for the lot-sizing and scheduling problem with sequence-dependent setups," European Journal of Operational Research, Elsevier, vol. 302(1), pages 230-243.
    12. Guimarães, Luis & Klabjan, Diego & Almada-Lobo, Bernardo, 2014. "Modeling lotsizing and scheduling problems with sequence dependent setups," European Journal of Operational Research, Elsevier, vol. 239(3), pages 644-662.
    13. Wei, Wenchao & Guimarães, Luis & Amorim, Pedro & Almada-Lobo, Bernardo, 2017. "Tactical production and distribution planning with dependency issues on the production process," Omega, Elsevier, vol. 67(C), pages 99-114.
    14. Meyr, Herbert, 2002. "Simultaneous lotsizing and scheduling on parallel machines," European Journal of Operational Research, Elsevier, vol. 139(2), pages 277-292, June.
    15. Guimarães, Luis & Klabjan, Diego & Almada-Lobo, Bernardo, 2013. "Pricing, relaxing and fixing under lot sizing and scheduling," European Journal of Operational Research, Elsevier, vol. 230(2), pages 399-411.
    16. Fabrizio Marinelli & Maria Nenni & Antonio Sforza, 2007. "Capacitated lot sizing and scheduling with parallel machines and shared buffers: A case study in a packaging company," Annals of Operations Research, Springer, vol. 150(1), pages 177-192, March.
    17. Kaczmarczyk, Waldemar, 2020. "Valid inequalities for proportional lot-sizing and scheduling problem with fictitious microperiods," International Journal of Production Economics, Elsevier, vol. 219(C), pages 236-247.
    18. Józefowska, J. & Zimniak, A., 2008. "Optimization tool for short-term production planning and scheduling," International Journal of Production Economics, Elsevier, vol. 112(1), pages 109-120, March.
    19. Wolosewicz, Cathy & Dauzère-Pérès, Stéphane & Aggoune, Riad, 2015. "A Lagrangian heuristic for an integrated lot-sizing and fixed scheduling problem," European Journal of Operational Research, Elsevier, vol. 244(1), pages 3-12.
    20. Francesco Gaglioppa & Lisa A. Miller & Saif Benjaafar, 2008. "Multitask and Multistage Production Planning and Scheduling for Process Industries," Operations Research, INFORMS, vol. 56(4), pages 1010-1025, August.

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:spr:orspec:v:39:y:2017:i:1:d:10.1007_s00291-015-0429-4. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Sonal Shukla or Springer Nature Abstracting and Indexing (email available below). General contact details of provider: http://www.springer.com .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.