IDEAS home Printed from https://ideas.repec.org/a/eee/ejores/v295y2021i3p807-822.html
   My bibliography  Save this article

Fatigue, personnel scheduling and operations: Review and research opportunities

Author

Listed:
  • Xu, Shuling
  • Hall, Nicholas G.

Abstract

Work-related fatigue is a multidimensional phenomenon with significant effects on operational performance. Our work focuses on how the literature of operational research measures and models fatigue and its effects on operational performance, and on how it mitigates those effects. We position the literature of fatigue relative to that of work-rest scheduling, shift scheduling, multitasking, ergonomics, deterioration scheduling, and occupational health and safety. We classify the literature of fatigue across multiple dimensions: the methods by which it is identified and measured; the operational research methodology applied for fatigue prevention or mitigation; the flexibility allowed in work-rest scheduling and in shift scheduling; applications within manufacturing, construction, transportation, hospitals, and services; and the extent to which real data is used and results are implemented. Our work shows that operational research has contributed numerous effective algorithms and heuristic solution procedures to fatigue mitigation. We also identify several important research directions for operational research, to promote its broader and more effective use to identify and mitigate the effects of fatigue on operational performance.

Suggested Citation

  • Xu, Shuling & Hall, Nicholas G., 2021. "Fatigue, personnel scheduling and operations: Review and research opportunities," European Journal of Operational Research, Elsevier, vol. 295(3), pages 807-822.
  • Handle: RePEc:eee:ejores:v:295:y:2021:i:3:p:807-822
    DOI: 10.1016/j.ejor.2021.03.036
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S0377221721002629
    Download Restriction: Full text for ScienceDirect subscribers only

    File URL: https://libkey.io/10.1016/j.ejor.2021.03.036?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. Tom Fangyun Tan & Serguei Netessine, 2014. "When Does the Devil Make Work? An Empirical Study of the Impact of Workload on Worker Productivity," Management Science, INFORMS, vol. 60(6), pages 1574-1593, June.
    2. Martina Calzavara & Alessandro Persona & Fabio Sgarbossa & Valentina Visentin, 2019. "A model for rest allowance estimation to improve tasks assignment to operators," International Journal of Production Research, Taylor & Francis Journals, vol. 57(3), pages 948-962, February.
    3. Mossa, G. & Boenzi, F. & Digiesi, S. & Mummolo, G. & Romano, V.A., 2016. "Productivity and ergonomic risk in human based production systems: A job-rotation scheduling model," International Journal of Production Economics, Elsevier, vol. 171(P4), pages 471-477.
    4. Rowan Wang & Oualid Jouini & Saif Benjaafar, 2014. "Service Systems with Finite and Heterogeneous Customer Arrivals," Manufacturing & Service Operations Management, INFORMS, vol. 16(3), pages 365-380, July.
    5. Jens Brunner & Jonathan Bard & Rainer Kolisch, 2009. "Flexible shift scheduling of physicians," Health Care Management Science, Springer, vol. 12(3), pages 285-305, September.
    6. Petrit (Pete) Dode & Michael Greig & Saeed Zolfaghari & W. Patrick Neumann, 2016. "Integrating human factors into discrete event simulation: a proactive approach to simultaneously design for system performance and employees’ well being," International Journal of Production Research, Taylor & Francis Journals, vol. 54(10), pages 3105-3117, May.
    7. Manel Baucells & Lin Zhao, 2019. "It Is Time to Get Some Rest," Management Science, INFORMS, vol. 65(4), pages 1717-1734, April.
    8. Dmitry Ryvkin, 2011. "Fatigue in Dynamic Tournaments," Journal of Economics & Management Strategy, Wiley Blackwell, vol. 20(4), pages 1011-1041, December.
    9. A. L. Kok & C. M. Meyer & H. Kopfer & J. M. J. Schutten, 2010. "A Dynamic Programming Heuristic for the Vehicle Routing Problem with Time Windows and European Community Social Legislation," Transportation Science, INFORMS, vol. 44(4), pages 442-454, November.
    10. Jing Dong & Pnina Feldman & Galit B. Yom-Tov, 2015. "Service Systems with Slowdowns: Potential Failures and Proposed Solutions," Operations Research, INFORMS, vol. 63(2), pages 305-324, April.
    11. Delasay, Mohammad & Ingolfsson, Armann & Kolfal, Bora & Schultz, Kenneth, 2019. "Load effect on service times," European Journal of Operational Research, Elsevier, vol. 279(3), pages 673-686.
    12. A.T. Ernst & H. Jiang & M. Krishnamoorthy & B. Owens & D. Sier, 2004. "An Annotated Bibliography of Personnel Scheduling and Rostering," Annals of Operations Research, Springer, vol. 127(1), pages 21-144, March.
    13. Sid Browne & Uri Yechiali, 1990. "Scheduling Deteriorating Jobs on a Single Processor," Operations Research, INFORMS, vol. 38(3), pages 495-498, June.
    14. Young-Chae Hong & Amy Cohn & Stephen Gorga & Edmond O’Brien & William Pozehl & Jennifer Zank, 2019. "Using Optimization Techniques and Multidisciplinary Collaboration to Solve a Challenging Real-World Residency Scheduling Problem," Interfaces, INFORMS, vol. 49(3), pages 201-212, May.
    15. Jeanine Miklós-Thal & Hannes Ullrich, 2016. "Career Prospects and Effort Incentives: Evidence from Professional Soccer," Management Science, INFORMS, vol. 62(6), pages 1645-1667, June.
    16. A Gunawan & H C Lau, 2013. "Master physician scheduling problem," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 64(3), pages 410-425, March.
    17. Mohammad Delasay & Armann Ingolfsson & Bora Kolfal, 2016. "Modeling Load and Overwork Effects in Queueing Systems with Adaptive Service Rates," Operations Research, INFORMS, vol. 64(4), pages 867-885, August.
    18. Diwas S. Kc & Christian Terwiesch, 2009. "Impact of Workload on Service Time and Patient Safety: An Econometric Analysis of Hospital Operations," Management Science, INFORMS, vol. 55(9), pages 1486-1498, September.
    19. Daria Battini & Xavier Delorme & Alexandre Dolgui & Alessandro Persona & Fabio Sgarbossa, 2016. "Ergonomics in assembly line balancing based on energy expenditure: a multi-objective model," International Journal of Production Research, Taylor & Francis Journals, vol. 54(3), pages 824-845, February.
    20. Xu Sun & Ward Whitt, 2018. "Creating Work Breaks from Available Idleness," Manufacturing & Service Operations Management, INFORMS, vol. 20(4), pages 721-736, October.
    21. Zhanguo Zhu & Jinlin Li & Chengbin Chu, 2017. "Multitasking Scheduling Problems with Deterioration Effect," Mathematical Problems in Engineering, Hindawi, vol. 2017, pages 1-10, April.
    22. Xinyu Sun & Xin-Na Geng, 2019. "Single-machine scheduling with deteriorating effects and machine maintenance," International Journal of Production Research, Taylor & Francis Journals, vol. 57(10), pages 3186-3199, May.
    23. Dongyuan Zhan & Amy R. Ward, 2019. "Staffing, Routing, and Payment to Trade off Speed and Quality in Large Service Systems," Operations Research, INFORMS, vol. 67(6), pages 1738-1751, November.
    24. Sophie Veldhoven & Gerhard Post & Egbert Veen & Tim Curtois, 2016. "An assessment of a days off decomposition approach to personnel shift scheduling," Annals of Operations Research, Springer, vol. 239(1), pages 207-223, April.
    25. Dietz, Dennis C., 2011. "Practical scheduling for call center operations," Omega, Elsevier, vol. 39(5), pages 550-557, October.
    26. D. Michael Warner & Juan Prawda, 1972. "A Mathematical Programming Model for Scheduling Nursing Personnel in a Hospital," Management Science, INFORMS, vol. 19(4-Part-1), pages 411-422, December.
    27. Glock, C.H. & Grosse, E.H. & Kim, T. & Neumann, W.P. & Sobhani, A., 2019. "An integrated cost and worker fatigue evaluation model of a packaging process," International Journal of Production Economics, Elsevier, vol. 207(C), pages 107-124.
    28. Van den Bergh, Jorne & Beliën, Jeroen & De Bruecker, Philippe & Demeulemeester, Erik & De Boeck, Liesje, 2013. "Personnel scheduling: A literature review," European Journal of Operational Research, Elsevier, vol. 226(3), pages 367-385.
    29. Stephen Deery & Roderick Iverson & Janet Walsh, 2002. "Work Relationships in Telephone Call Centres: Understanding Emotional Exhaustion and Employee Withdrawal," Journal of Management Studies, Wiley Blackwell, vol. 39(4), pages 471-496, June.
    30. Adibah Shuib & Faiq Izzuddin Kamarudin, 2019. "Solving shift scheduling problem with days-off preference for power station workers using binary integer goal programming model," Annals of Operations Research, Springer, vol. 272(1), pages 355-372, January.
    31. Marie-Eve Rancourt & Jean-François Cordeau & Gilbert Laporte, 2013. "Long-Haul Vehicle Routing and Scheduling with Working Hour Rules," Transportation Science, INFORMS, vol. 47(1), pages 81-107, February.
    32. Sobhani, A. & Wahab, M.I.M. & Neumann, W.P., 2017. "Incorporating human factors-related performance variation in optimizing a serial system," European Journal of Operational Research, Elsevier, vol. 257(1), pages 69-83.
    33. Ta-Chung Wang & Cheng-Che Liu, 2014. "Optimal Work Shift Scheduling with Fatigue Minimization and Day Off Preferences," Mathematical Problems in Engineering, Hindawi, vol. 2014, pages 1-8, April.
    34. Melissa R. Bowers & Charles E. Noon & Wei Wu & J. Kirk Bass, 2016. "Neonatal Physician Scheduling at the University of Tennessee Medical Center," Interfaces, INFORMS, vol. 46(2), pages 168-182, April.
    35. Lodree Jr., Emmett J. & Geiger, Christopher D., 2010. "A note on the optimal sequence position for a rate-modifying activity under simple linear deterioration," European Journal of Operational Research, Elsevier, vol. 201(2), pages 644-648, March.
    36. Chang, Yu-Hern & Yang, Hui-Hua & Hsu, Wan-Jou, 2019. "Effects of work shifts on fatigue levels of air traffic controllers," Journal of Air Transport Management, Elsevier, vol. 76(C), pages 1-9.
    37. Aykin, Turgut, 2000. "A comparative evaluation of modeling approaches to the labor shift scheduling problem," European Journal of Operational Research, Elsevier, vol. 125(2), pages 381-397, September.
    38. Gentzler, GL & Khalil, TM & Sivazlian, BD, 1977. "Quantitative models for optimal rest period scheduling," Omega, Elsevier, vol. 5(2), pages 215-220.
    39. Nicholas G. Hall & Joseph Y.-T. Leung & Chung-Lun Li, 2015. "The Effects of Multitasking on Operations Scheduling," Production and Operations Management, Production and Operations Management Society, vol. 24(8), pages 1248-1265, August.
    40. Edmund K. Burke & Timothy Curtois & Rong Qu & Greet Vanden Berghe, 2013. "A Time Predefined Variable Depth Search for Nurse Rostering," INFORMS Journal on Computing, INFORMS, vol. 25(3), pages 411-419, August.
    41. Zhanguo Zhu & Feifeng Zheng & Chengbin Chu, 2017. "Multitasking scheduling problems with a rate-modifying activity," International Journal of Production Research, Taylor & Francis Journals, vol. 55(1), pages 296-312, January.
    42. Lu, Jackson G. & Akinola, Modupe & Mason, Malia F., 2017. "“Switching On” creativity: Task switching can increase creativity by reducing cognitive fixation," Organizational Behavior and Human Decision Processes, Elsevier, vol. 139(C), pages 63-75.
    43. Stolletz, Raik & Brunner, Jens O., 2012. "Fair optimization of fortnightly physician schedules with flexible shifts," European Journal of Operational Research, Elsevier, vol. 219(3), pages 622-629.
    44. Stephen E. Bechtold & Ralph E. Janaro & De Witt L. Sumners, 1984. "Maximization of Labor Productivity Through Optimal Rest-Break Schedules," Management Science, INFORMS, vol. 30(12), pages 1442-1458, December.
    45. Glock, C. H. & Grosse, E. H. & Kim, T. & Neumann, W. P. & Sobhani, A., 2019. "An integrated cost and worker fatigue evaluation model of a packaging process," Publications of Darmstadt Technical University, Institute for Business Studies (BWL) 107269, Darmstadt Technical University, Department of Business Administration, Economics and Law, Institute for Business Studies (BWL).
    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. Kjartan Kastet Klyve & Ilankaikone Senthooran & Mark Wallace, 2023. "Nurse rostering with fatigue modelling," Health Care Management Science, Springer, vol. 26(1), pages 21-45, March.
    2. Battaïa, Olga & Dolgui, Alexandre, 2022. "Hybridizations in line balancing problems: A comprehensive review on new trends and formulations," International Journal of Production Economics, Elsevier, vol. 250(C).

    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. Erhard, Melanie & Schoenfelder, Jan & Fügener, Andreas & Brunner, Jens O., 2018. "State of the art in physician scheduling," European Journal of Operational Research, Elsevier, vol. 265(1), pages 1-18.
    2. Paola Cappanera & Filippo Visintin & Roberta Rossi, 2022. "The emergency department physician rostering problem: obtaining equitable solutions via network optimization," Flexible Services and Manufacturing Journal, Springer, vol. 34(4), pages 916-959, December.
    3. Farzad Zaerpour & Marco Bijvank & Huiyin Ouyang & Zhankun Sun, 2022. "Scheduling of Physicians with Time‐Varying Productivity Levels in Emergency Departments," Production and Operations Management, Production and Operations Management Society, vol. 31(2), pages 645-667, February.
    4. David Rea & Craig Froehle & Suzanne Masterson & Brian Stettler & Gregory Fermann & Arthur Pancioli, 2021. "Unequal but Fair: Incorporating Distributive Justice in Operational Allocation Models," Production and Operations Management, Production and Operations Management Society, vol. 30(7), pages 2304-2320, July.
    5. Sezer Ülkü & Chris Hydock & Shiliang Cui, 2022. "Social Queues (Cues): Impact of Others’ Waiting in Line on One’s Service Time," Management Science, INFORMS, vol. 68(11), pages 7958-7976, November.
    6. Jiuh‐Biing Sheu & Tsan‐Ming Choi, 2023. "Can we work more safely and healthily with robot partners? A human‐friendly robot–human‐coordinated order fulfillment scheme," Production and Operations Management, Production and Operations Management Society, vol. 32(3), pages 794-812, March.
    7. Smirnov, Dmitry & Huchzermeier, Arnd, 2020. "Analytics for labor planning in systems with load-dependent service times," European Journal of Operational Research, Elsevier, vol. 287(2), pages 668-681.
    8. Xinyu Sun & Tao Liu & Xin-Na Geng & Yang Hu & Jing-Xiao Xu, 2023. "Optimization of scheduling problems with deterioration effects and an optional maintenance activity," Journal of Scheduling, Springer, vol. 26(3), pages 251-266, June.
    9. Mohammad Delasay & Armann Ingolfsson & Bora Kolfal, 2016. "Modeling Load and Overwork Effects in Queueing Systems with Adaptive Service Rates," Operations Research, INFORMS, vol. 64(4), pages 867-885, August.
    10. Oyku Ahipasaoglu & Nesim Erkip & Oya Ekin Karasan, 2019. "The venue management problem: setting staffing levels, shifts and shift schedules at concession stands," Journal of Scheduling, Springer, vol. 22(1), pages 69-83, February.
    11. Van den Bergh, Jorne & Beliën, Jeroen & De Bruecker, Philippe & Demeulemeester, Erik & De Boeck, Liesje, 2013. "Personnel scheduling: A literature review," European Journal of Operational Research, Elsevier, vol. 226(3), pages 367-385.
    12. Wang, Wenshu & Xie, Kexin & Guo, Siqi & Li, Weixing & Xiao, Fan & Liang, Zhe, 2023. "A shift-based model to solve the integrated staff rostering and task assignment problem with real-world requirements," European Journal of Operational Research, Elsevier, vol. 310(1), pages 360-378.
    13. Delasay, Mohammad & Ingolfsson, Armann & Kolfal, Bora & Schultz, Kenneth, 2019. "Load effect on service times," European Journal of Operational Research, Elsevier, vol. 279(3), pages 673-686.
    14. Damcı-Kurt, Pelin & Zhang, Minjiao & Marentay, Brian & Govind, Nirmal, 2019. "Improving physician schedules by leveraging equalization: Cases from hospitals in U.S," Omega, Elsevier, vol. 85(C), pages 182-193.
    15. Christopher N. Gross & Andreas Fügener & Jens O. Brunner, 2018. "Online rescheduling of physicians in hospitals," Flexible Services and Manufacturing Journal, Springer, vol. 30(1), pages 296-328, June.
    16. Renata Mansini & Roberto Zanotti, 2020. "Optimizing the physician scheduling problem in a large hospital ward," Journal of Scheduling, Springer, vol. 23(3), pages 337-361, June.
    17. Jingqi Wang & Yong-Pin Zhou, 2018. "Impact of Queue Configuration on Service Time: Evidence from a Supermarket," Management Science, INFORMS, vol. 64(7), pages 3055-3075, July.
    18. Ahmad M. Ashkanani & Benjamin B. Dunford & Kevin J. Mumford, 2022. "Impact of Motivation and Workload on Service Time Components: An Empirical Analysis of Call Center Operations," Management Science, INFORMS, vol. 68(9), pages 6697-6715, September.
    19. Lotfi Hidri & Achraf Gazdar & Mohammed M. Mabkhot, 2020. "Optimized Procedure to Schedule Physicians in an Intensive Care Unit: A Case Study," Mathematics, MDPI, vol. 8(11), pages 1-24, November.
    20. Wang, Fan & Zhang, Chao & Zhang, Hui & Xu, Liang, 2021. "Short-term physician rescheduling model with feature-driven demand for mental disorders outpatients," Omega, Elsevier, vol. 105(C).

    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:295:y:2021:i:3:p:807-822. 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.