IDEAS home Printed from https://ideas.repec.org/a/eee/ejores/v307y2023i1p48-63.html
   My bibliography  Save this article

Stochastic optimization models for a home service routing and appointment scheduling problem with random travel and service times

Author

Listed:
  • Tsang, Man Yiu
  • Shehadeh, Karmel S.

Abstract

We address a routing and appointment scheduling problem with uncertain service and travel times arising from home service practice. Specifically, given a set of customers within a service region that an operator needs to serve, we seek to find the operator’s route and time schedule. The quality of routing and scheduling decisions is a function of the total operational cost, consisting of customers’ waiting time, and the operator’s travel time, idle time and overtime. We propose and rigorously analyze a stochastic programming model and two distributionally robust optimization (DRO) models to solve the problem, assuming known and unknown service and travel time distributions, respectively. We consider two popular types of ambiguity sets for the DRO models: mean-support and 1-Wasserstein ambiguity sets. We derive equivalent mixed-integer linear programming (MILP) reformulations of both DRO models that can be implemented and efficiently solved using off-the-shelf optimization software, thereby enabling practitioners to use these models. In an extensive numerical experiment, we investigate the proposed models’ computational and operational performance and derive insights into the problem.

Suggested Citation

  • Tsang, Man Yiu & Shehadeh, Karmel S., 2023. "Stochastic optimization models for a home service routing and appointment scheduling problem with random travel and service times," European Journal of Operational Research, Elsevier, vol. 307(1), pages 48-63.
  • Handle: RePEc:eee:ejores:v:307:y:2023:i:1:p:48-63
    DOI: 10.1016/j.ejor.2022.09.020
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S0377221722007482
    Download Restriction: Full text for ScienceDirect subscribers only

    File URL: https://libkey.io/10.1016/j.ejor.2022.09.020?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. Zhi Chen & Melvyn Sim & Peng Xiong, 2020. "Robust Stochastic Optimization Made Easy with RSOME," Management Science, INFORMS, vol. 66(8), pages 3329-3339, August.
    2. Qingxia Kong & Chung-Yee Lee & Chung-Piaw Teo & Zhichao Zheng, 2013. "Scheduling Arrivals to a Stochastic Service Delivery System Using Copositive Cones," Operations Research, INFORMS, vol. 61(3), pages 711-726, June.
    3. Shehadeh, Karmel S. & Cohn, Amy E.M. & Epelman, Marina A., 2019. "Analysis of models for the Stochastic Outpatient Procedure Scheduling Problem," European Journal of Operational Research, Elsevier, vol. 279(3), pages 721-731.
    4. Shehadeh, Karmel S. & Cohn, Amy E.M. & Jiang, Ruiwei, 2020. "A distributionally robust optimization approach for outpatient colonoscopy scheduling," European Journal of Operational Research, Elsevier, vol. 283(2), pages 549-561.
    5. Yu Zhang & Zhenzhen Zhang & Andrew Lim & Melvyn Sim, 2021. "Robust Data-Driven Vehicle Routing with Time Windows," Operations Research, INFORMS, vol. 69(2), pages 469-485, March.
    6. Christian Artigues & Oumar Koné & Pierre Lopez & Marcel Mongeau, 2015. "Mixed-Integer Linear Programming Formulations," International Handbooks on Information Systems, in: Christoph Schwindt & Jürgen Zimmermann (ed.), Handbook on Project Management and Scheduling Vol.1, edition 127, chapter 0, pages 17-41, Springer.
    7. Luca Grieco & Martin Utley & Sonya Crowe, 2021. "Operational research applied to decisions in home health care: A systematic literature review," Journal of the Operational Research Society, Taylor & Francis Journals, vol. 72(9), pages 1960-1991, September.
    8. Saif, Ahmed & Delage, Erick, 2021. "Data-driven distributionally robust capacitated facility location problem," European Journal of Operational Research, Elsevier, vol. 291(3), pages 995-1007.
    9. Ho-Yin Mak & Ying Rong & Jiawei Zhang, 2015. "Appointment Scheduling with Limited Distributional Information," Management Science, INFORMS, vol. 61(2), pages 316-334, February.
    10. Shi, Yong & Boudouh, Toufik & Grunder, Olivier, 2019. "A robust optimization for a home health care routing and scheduling problem with consideration of uncertain travel and service times," Transportation Research Part E: Logistics and Transportation Review, Elsevier, vol. 128(C), pages 52-95.
    11. Mustafa Demirbilek & Juergen Branke & Arne Strauss, 2019. "Dynamically accepting and scheduling patients for home healthcare," Health Care Management Science, Springer, vol. 22(1), pages 140-155, March.
    12. Ahmadi-Javid, Amir & Jalali, Zahra & Klassen, Kenneth J, 2017. "Outpatient appointment systems in healthcare: A review of optimization studies," European Journal of Operational Research, Elsevier, vol. 258(1), pages 3-34.
    13. Zhan, Yang & Wang, Zizhuo & Wan, Guohua, 2021. "Home service routing and appointment scheduling with stochastic service times," European Journal of Operational Research, Elsevier, vol. 288(1), pages 98-110.
    14. Neves-Moreira, Fábio & Pereira da Silva, Diogo & Guimarães, Luís & Amorim, Pedro & Almada-Lobo, Bernardo, 2018. "The time window assignment vehicle routing problem with product dependent deliveries," Transportation Research Part E: Logistics and Transportation Review, Elsevier, vol. 116(C), pages 163-183.
    15. Juan José Miranda-Bront & Brian Curcio & Isabel Méndez-Díaz & Agustín Montero & Federico Pousa & Paula Zabala, 2017. "A cluster-first route-second approach for the swap body vehicle routing problem," Annals of Operations Research, Springer, vol. 253(2), pages 935-956, June.
    16. Remy Spliet & Adriana F. Gabor, 2015. "The Time Window Assignment Vehicle Routing Problem," Transportation Science, INFORMS, vol. 49(4), pages 721-731, November.
    17. Braekers, Kris & Hartl, Richard F. & Parragh, Sophie N. & Tricoire, Fabien, 2016. "A bi-objective home care scheduling problem: Analyzing the trade-off between costs and client inconvenience," European Journal of Operational Research, Elsevier, vol. 248(2), pages 428-443.
    18. Luciano Costa & Claudio Contardo & Guy Desaulniers, 2019. "Exact Branch-Price-and-Cut Algorithms for Vehicle Routing," Transportation Science, INFORMS, vol. 53(4), pages 946-985, July.
    19. Spliet, Remy & Desaulniers, Guy, 2015. "The discrete time window assignment vehicle routing problem," European Journal of Operational Research, Elsevier, vol. 244(2), pages 379-391.
    20. Ashlea Bennett Milburn, 2012. "Operations Research Applications in Home Healthcare," International Series in Operations Research & Management Science, in: Randolph Hall (ed.), Handbook of Healthcare System Scheduling, chapter 0, pages 281-302, Springer.
    21. Biao Yuan & Ran Liu & Zhibin Jiang, 2015. "A branch-and-price algorithm for the home health care scheduling and routing problem with stochastic service times and skill requirements," International Journal of Production Research, Taylor & Francis Journals, vol. 53(24), pages 7450-7464, December.
    22. Nikzad, Erfaneh & Bashiri, Mahdi & Abbasi, Babak, 2021. "A matheuristic algorithm for stochastic home health care planning," European Journal of Operational Research, Elsevier, vol. 288(3), pages 753-774.
    23. Maaike Hoogeboom & Yossiri Adulyasak & Wout Dullaert & Patrick Jaillet, 2021. "The Robust Vehicle Routing Problem with Time Window Assignments," Transportation Science, INFORMS, vol. 55(2), pages 395-413, March.
    24. Dorota Mankowska & Frank Meisel & Christian Bierwirth, 2014. "The home health care routing and scheduling problem with interdependent services," Health Care Management Science, Springer, vol. 17(1), pages 15-30, March.
    25. Jorge Oyola & Halvard Arntzen & David L. Woodruff, 2018. "The stochastic vehicle routing problem, a literature review, part I: models," EURO Journal on Transportation and Logistics, Springer;EURO - The Association of European Operational Research Societies, vol. 7(3), pages 193-221, September.
    26. Ruiwei Jiang & Siqian Shen & Yiling Zhang, 2017. "Integer Programming Approaches for Appointment Scheduling with Random No-Shows and Service Durations," Operations Research, INFORMS, vol. 65(6), pages 1638-1656, December.
    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. Mahes, Roshan & Mandjes, Michel & Boon, Marko & Taylor, Peter, 2024. "Adaptive scheduling in service systems: A Dynamic programming approach," European Journal of Operational Research, Elsevier, vol. 312(2), pages 605-626.

    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. Pahlevani, Delaram & Abbasi, Babak & Hearne, John W. & Eberhard, Andrew, 2022. "A cluster-based algorithm for home health care planning: A case study in Australia," Transportation Research Part E: Logistics and Transportation Review, Elsevier, vol. 166(C).
    2. Zhan, Yang & Wang, Zizhuo & Wan, Guohua, 2021. "Home service routing and appointment scheduling with stochastic service times," European Journal of Operational Research, Elsevier, vol. 288(1), pages 98-110.
    3. Li, Yanfeng & Xiang, Ting & Szeto, Wai Yuen, 2021. "Home health care routing and scheduling problem with the consideration of outpatient services," Transportation Research Part E: Logistics and Transportation Review, Elsevier, vol. 152(C).
    4. Wu, Xueqi & Zhou, Shenghai, 2022. "Sequencing and scheduling appointments on multiple servers with stochastic service durations and customer arrivals," Omega, Elsevier, vol. 106(C).
    5. Neda Tanoumand & Tonguç Ünlüyurt, 2021. "An exact algorithm for the resource constrained home health care vehicle routing problem," Annals of Operations Research, Springer, vol. 304(1), pages 397-425, September.
    6. Shehadeh, Karmel S. & Cohn, Amy E.M. & Jiang, Ruiwei, 2020. "A distributionally robust optimization approach for outpatient colonoscopy scheduling," European Journal of Operational Research, Elsevier, vol. 283(2), pages 549-561.
    7. van Eekelen, Wouter, 2023. "Distributionally robust views on queues and related stochastic models," Other publications TiSEM 9b99fc05-9d68-48eb-ae8c-9, Tilburg University, School of Economics and Management.
    8. Christos Zacharias & Tallys Yunes, 2020. "Multimodularity in the Stochastic Appointment Scheduling Problem with Discrete Arrival Epochs," Management Science, INFORMS, vol. 66(2), pages 744-763, February.
    9. Naderi, Bahman & Begen, Mehmet A. & Zaric, Gregory S. & Roshanaei, Vahid, 2023. "A novel and efficient exact technique for integrated staffing, assignment, routing, and scheduling of home care services under uncertainty," Omega, Elsevier, vol. 116(C).
    10. Paraskevopoulos, Dimitris C. & Laporte, Gilbert & Repoussis, Panagiotis P. & Tarantilis, Christos D., 2017. "Resource constrained routing and scheduling: Review and research prospects," European Journal of Operational Research, Elsevier, vol. 263(3), pages 737-754.
    11. Tito Homem-de-Mello & Qingxia Kong & Rodrigo Godoy-Barba, 2022. "A Simulation Optimization Approach for the Appointment Scheduling Problem with Decision-Dependent Uncertainties," INFORMS Journal on Computing, INFORMS, vol. 34(5), pages 2845-2865, September.
    12. Jalel Euchi & Malek Masmoudi & Patrick Siarry, 2022. "Home health care routing and scheduling problems: a literature review," 4OR, Springer, vol. 20(3), pages 351-389, September.
    13. Shehadeh, Karmel S. & Cohn, Amy E.M. & Epelman, Marina A., 2019. "Analysis of models for the Stochastic Outpatient Procedure Scheduling Problem," European Journal of Operational Research, Elsevier, vol. 279(3), pages 721-731.
    14. Zheng, Chenyang & Wang, Shuming & Li, Ningxin & Wu, Yuanhao, 2021. "Stochastic joint homecare service and capacity planning with nested decomposition approaches," European Journal of Operational Research, Elsevier, vol. 295(1), pages 203-222.
    15. Yu Wang & Yu Zhang & Minglong Zhou & Jiafu Tang, 2023. "Feature‐driven robust surgery scheduling," Production and Operations Management, Production and Operations Management Society, vol. 32(6), pages 1921-1938, June.
    16. Karmel S. Shehadeh & Amy E. M. Cohn & Ruiwei Jiang, 2021. "Using stochastic programming to solve an outpatient appointment scheduling problem with random service and arrival times," Naval Research Logistics (NRL), John Wiley & Sons, vol. 68(1), pages 89-111, February.
    17. Katrin Heßler & Stefan Irnich, 2021. "Partial Dominance in Branch-Price-and-Cut for the Basic Multi-Compartment Vehicle-Routing Problem," Working Papers 2115, Gutenberg School of Management and Economics, Johannes Gutenberg-Universität Mainz.
    18. Yu Fu & Amarnath Banerjee, 2021. "A Stochastic Programming Model for Service Scheduling with Uncertain Demand: an Application in Open-Access Clinic Scheduling," SN Operations Research Forum, Springer, vol. 2(3), pages 1-32, September.
    19. Amir M. Fathollahi-Fard & Abbas Ahmadi & Behrooz Karimi, 2021. "Multi-Objective Optimization of Home Healthcare with Working-Time Balancing and Care Continuity," Sustainability, MDPI, vol. 13(22), pages 1-33, November.
    20. Andre A. Cire & Adam Diamant, 2022. "Dynamic scheduling of home care patients to medical providers," Production and Operations Management, Production and Operations Management Society, vol. 31(11), pages 4038-4056, November.

    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:307:y:2023:i:1:p:48-63. 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.