IDEAS home Printed from https://ideas.repec.org/a/eee/ejores/v294y2021i1p42-53.html
   My bibliography  Save this article

The balanced maximally diverse grouping problem with block constraints

Author

Listed:
  • Schulz, Arne

Abstract

The paper investigates the assignment of items to groups such that all groups are balanced, i.e. all groups contain the same number of items and all pairs of groups are as homogeneous as possible regarding the attribute values of the assigned items. Therefore, we adapt the maximally diverse grouping problem (MDGP). It is especially known in the context of students being assigned to groups. We describe the set of optimal solutions for the MDGP for realistic input data and develop a new linear objective function to determine the best balanced solution amongst all optimal solutions for the MDGP by weighting the biggest diversity between two groups with a higher value than the second biggest and so on. Furthermore, an integer program, a detailed complexity analysis, and a computational study are presented.

Suggested Citation

  • Schulz, Arne, 2021. "The balanced maximally diverse grouping problem with block constraints," European Journal of Operational Research, Elsevier, vol. 294(1), pages 42-53.
  • Handle: RePEc:eee:ejores:v:294:y:2021:i:1:p:42-53
    DOI: 10.1016/j.ejor.2021.01.029
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S037722172100059X
    Download Restriction: Full text for ScienceDirect subscribers only

    File URL: https://libkey.io/10.1016/j.ejor.2021.01.029?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. Johnes, Jill, 2015. "Operational Research in education," European Journal of Operational Research, Elsevier, vol. 243(3), pages 683-696.
    2. Gintaras Palubeckis & Armantas Ostreika & Dalius Rubliauskas, 2015. "Maximally diverse grouping: an iterated tabu search approach," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 66(4), pages 579-592, April.
    3. Aringhieri, Roberto & Cordone, Roberto & Grosso, Andrea, 2015. "Construction and improvement algorithms for dispersion problems," European Journal of Operational Research, Elsevier, vol. 242(1), pages 21-33.
    4. Belien, Jeroen & Demeulemeester, Erik, 2007. "Building cyclic master surgery schedules with leveled resulting bed occupancy," European Journal of Operational Research, Elsevier, vol. 176(2), pages 1185-1204, January.
    5. Sharan Srinivas & Mohammadmahdi Alizadeh & Nathaniel D.Bastian, 2017. "Optimizing Student Team and Job Assignments for the Holy Family Academy," Interfaces, INFORMS, vol. 47(2), pages 163-174, April.
    6. Lai, Xiangjing & Hao, Jin-Kao, 2016. "Iterated maxima search for the maximally diverse grouping problem," European Journal of Operational Research, Elsevier, vol. 254(3), pages 780-800.
    7. Mingers, J. & O'Brien, F. A., 1995. "Creating student groups with similar characteristics: A heuristic approach," Omega, Elsevier, vol. 23(3), pages 313-321, June.
    8. Krass, Dmitry & Ovchinnikov, Anton, 2010. "Constrained group balancing: Why does it work," European Journal of Operational Research, Elsevier, vol. 206(1), pages 144-154, October.
    9. Wu, Qinghua & Hao, Jin-Kao, 2013. "A hybrid metaheuristic method for the Maximum Diversity Problem," European Journal of Operational Research, Elsevier, vol. 231(2), pages 452-464.
    10. Amirgaliyeva, Zhazira & Mladenović, Nenad & Todosijević, Raca & Urošević, Dragan, 2017. "Solving the maximum min-sum dispersion by alternating formulations of two different problems," European Journal of Operational Research, Elsevier, vol. 260(2), pages 444-459.
    11. Rex Cutshall & Srinagesh Gavirneni & Kenneth Schultz, 2007. "Indiana University’s Kelley School of Business Uses Integer Programming to Form Equitable, Cohesive Student Teams," Interfaces, INFORMS, vol. 37(3), pages 265-276, June.
    12. B M Baker & C Benn, 2001. "Assigning pupils to tutor groups in a comprehensive school," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 52(6), pages 623-629, June.
    13. H. W. Kuhn, 1955. "The Hungarian method for the assignment problem," Naval Research Logistics Quarterly, John Wiley & Sons, vol. 2(1‐2), pages 83-97, March.
    14. Paul A. Rubin & Lihui Bai, 2015. "Forming competitively balanced teams," IISE Transactions, Taylor & Francis Journals, vol. 47(6), pages 620-633, June.
    15. Thomas L. Magnanti & Karthik Natarajan, 2018. "Allocating Students to Multidisciplinary Capstone Projects Using Discrete Optimization," Interfaces, INFORMS, vol. 48(3), pages 204-216, June.
    16. Zhou, Qing & Benlic, Una & Wu, Qinghua & Hao, Jin-Kao, 2019. "Heuristic search to the capacitated clustering problem," European Journal of Operational Research, Elsevier, vol. 273(2), pages 464-487.
    17. Akkan, Can & Erdem Külünk, M. & Koçaş, Cenk, 2016. "Finding robust timetables for project presentations of student teams," European Journal of Operational Research, Elsevier, vol. 249(2), pages 560-576.
    18. M Gallego & M Laguna & R Martí & A Duarte, 2013. "Tabu search with strategic oscillation for the maximally diverse grouping problem," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 64(5), pages 724-734, May.
    19. Wang, Yang & Wu, Qinghua & Glover, Fred, 2017. "Effective metaheuristic algorithms for the minimum differential dispersion problem," European Journal of Operational Research, Elsevier, vol. 258(3), pages 829-843.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Christian Pfeiffer & Arne Schulz, 2022. "An ALNS algorithm for the static dial-a-ride problem with ride and waiting time minimization," OR Spectrum: Quantitative Approaches in Management, Springer;Gesellschaft für Operations Research e.V., vol. 44(1), pages 87-119, March.
    2. Arne Schulz, 2023. "The balanced maximally diverse grouping problem with integer attribute values," Journal of Combinatorial Optimization, Springer, vol. 45(5), pages 1-27, July.
    3. Arne Schulz, 2022. "A new mixed-integer programming formulation for the maximally diverse grouping problem with attribute values," Annals of Operations Research, Springer, vol. 318(1), pages 501-530, November.

    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. Arne Schulz, 2022. "A new mixed-integer programming formulation for the maximally diverse grouping problem with attribute values," Annals of Operations Research, Springer, vol. 318(1), pages 501-530, November.
    2. Yang, Xiao & Cai, Zonghui & Jin, Ting & Tang, Zheng & Gao, Shangce, 2022. "A three-phase search approach with dynamic population size for solving the maximally diverse grouping problem," European Journal of Operational Research, Elsevier, vol. 302(3), pages 925-953.
    3. Lai, Xiangjing & Hao, Jin-Kao & Fu, Zhang-Hua & Yue, Dong, 2021. "Neighborhood decomposition based variable neighborhood search and tabu search for maximally diverse grouping," European Journal of Operational Research, Elsevier, vol. 289(3), pages 1067-1086.
    4. Zhou, Qing & Benlic, Una & Wu, Qinghua & Hao, Jin-Kao, 2019. "Heuristic search to the capacitated clustering problem," European Journal of Operational Research, Elsevier, vol. 273(2), pages 464-487.
    5. Lai, Xiangjing & Hao, Jin-Kao, 2016. "Iterated maxima search for the maximally diverse grouping problem," European Journal of Operational Research, Elsevier, vol. 254(3), pages 780-800.
    6. Martí, Rafael & Martínez-Gavara, Anna & Pérez-Peló, Sergio & Sánchez-Oro, Jesús, 2022. "A review on discrete diversity and dispersion maximization from an OR perspective," European Journal of Operational Research, Elsevier, vol. 299(3), pages 795-813.
    7. Arne Schulz, 2023. "The balanced maximally diverse grouping problem with integer attribute values," Journal of Combinatorial Optimization, Springer, vol. 45(5), pages 1-27, July.
    8. Johnes, Jill, 2015. "Operational Research in education," European Journal of Operational Research, Elsevier, vol. 243(3), pages 683-696.
    9. Sergey Kovalev & Isabelle Chalamon & Fabio J. Petani, 2023. "Maximizing single attribute diversity in group selection," Annals of Operations Research, Springer, vol. 320(1), pages 535-540, January.
    10. Binyamin Krauss & Jon Lee & Daniel Newman, 2013. "Optimizing the Assignment of Students to Classes in an Elementary School," INFORMS Transactions on Education, INFORMS, vol. 14(1), pages 39-44, September.
    11. Akkan, Can & Erdem Külünk, M. & Koçaş, Cenk, 2016. "Finding robust timetables for project presentations of student teams," European Journal of Operational Research, Elsevier, vol. 249(2), pages 560-576.
    12. Nahid Rezaeinia & Julio César Góez & Mario Guajardo, 2022. "Efficiency and fairness criteria in the assignment of students to projects," Annals of Operations Research, Springer, vol. 319(2), pages 1717-1735, December.
    13. Seizinger, Markus & Brunner, Jens O., 2023. "Optimized planning of nursing curricula in dual vocational schools focusing on the German health care system," European Journal of Operational Research, Elsevier, vol. 304(3), pages 1223-1241.
    14. Andrew Bowers & Melissa R. Bowers & Nana Bryan & Paolo Letizia & Spencer Murphy, 2023. "Forming Student Teams to Incorporate Soft Skills and Commonality of Schedule," Interfaces, INFORMS, vol. 53(2), pages 111-127, March.
    15. Jiawei Song & Yang Wang & Haibo Wang & Qinghua Wu & Abraham P. Punnen, 2019. "An effective multi-wave algorithm for solving the max-mean dispersion problem," Journal of Heuristics, Springer, vol. 25(4), pages 731-752, October.
    16. Akbarzadeh, Babak & Maenhout, Broos, 2021. "A decomposition-based heuristic procedure for the Medical Student Scheduling problem," European Journal of Operational Research, Elsevier, vol. 288(1), pages 63-79.
    17. Sergio García & Valentina Cacchiani & Lieselot Vanhaverbeke & Martin Bischoff, 2014. "The table placement problem: a research challenge at the EWI 2007," TOP: An Official Journal of the Spanish Society of Statistics and Operations Research, Springer;Sociedad de Estadística e Investigación Operativa, vol. 22(1), pages 208-226, April.
    18. Liagkouras, Konstantinos & Metaxiotis, Konstantinos, 2021. "Improving multi-objective algorithms performance by emulating behaviors from the human social analogue in candidate solutions," European Journal of Operational Research, Elsevier, vol. 292(3), pages 1019-1036.
    19. repec:ipg:wpaper:2013-014 is not listed on IDEAS
    20. András Frank, 2005. "On Kuhn's Hungarian Method—A tribute from Hungary," Naval Research Logistics (NRL), John Wiley & Sons, vol. 52(1), pages 2-5, February.
    21. Amit Kumar & Anila Gupta, 2013. "Mehar’s methods for fuzzy assignment problems with restrictions," Fuzzy Information and Engineering, Springer, vol. 5(1), pages 27-44, March.

    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:eee:ejores:v:294:y:2021:i:1:p:42-53. 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: Catherine Liu (email available below). General contact details of provider: http://www.elsevier.com/locate/eor .

    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.