IDEAS home Printed from https://ideas.repec.org/a/eee/oprepe/v14y2025ics2214716025000168.html

Scheduling with sequence-dependent setup times in short-term production planning: A main path analysis-based review

Author

Listed:
  • Ying, Kuo-Ching
  • Pourhejazy, Pourya
  • Lin, Zhi-Rong

Abstract

The role of setup times in production planning and control was recognised in the late 1960s. Since then, a growing number of scheduling problems have accounted for sequence-dependent setup time variables. This study aims to provide a systematic review of setup times in the short-term production planning literature, using an objective, algorithm-based approach. The Main Path Analysis (MPA) and Cluster Analysis (CA) methods are employed to identify patterns of knowledge development and the most significant advancements in the field. Over 2100 articles published between 1986 and 2024 were considered in the review. The seminal articles contributing to the advances in setup times for production scheduling are reviewed. Meanwhile, the core optimisation technologies, model characteristics, and emerging issues at different stages of literature development are discussed. The key extensions of the main path are further explored to identify secondary research interests in the field. Twenty-two research themes were identified to provide an overall perspective and shed light on the technical features and challenges. Finally, future research directions are suggested based on the outcomes of this systematic review.

Suggested Citation

  • Ying, Kuo-Ching & Pourhejazy, Pourya & Lin, Zhi-Rong, 2025. "Scheduling with sequence-dependent setup times in short-term production planning: A main path analysis-based review," Operations Research Perspectives, Elsevier, vol. 14(C).
    • Handle: RePEc:eee:oprepe:v:14:y:2025:i:c:s2214716025000168
    DOI: 10.1016/j.orp.2025.100340
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S2214716025000168
    Download Restriction: Full text for ScienceDirect subscribers only
    File URL: https://libkey.io/10.1016/j.orp.2025.100340?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

    for a different version of it.

    References listed on IDEAS

    as
    1. Allahverdi, Ali, 2015. "The third comprehensive survey on scheduling problems with setup times/costs," European Journal of Operational Research, Elsevier, vol. 246(2), pages 345-378.
    2. 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).
    3. 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.
    4. Ruiz, Ruben & Stutzle, Thomas, 2008. "An Iterated Greedy heuristic for the sequence dependent setup times flowshop problem with makespan and weighted tardiness objectives," European Journal of Operational Research, Elsevier, vol. 187(3), pages 1143-1159, June.
    5. Tarhan, İstenç & Oğuz, Ceyda, 2022. "A matheuristic for the generalized order acceptance and scheduling problem," European Journal of Operational Research, Elsevier, vol. 299(1), pages 87-103.
    6. Haicao Song & Pan Liu, 2022. "A Study on the Optimal Flexible Job-Shop Scheduling with Sequence-Dependent Setup Time Based on a Hybrid Algorithm of Improved Quantum Cat Swarm Optimization," Sustainability, MDPI, vol. 14(15), pages 1-16, August.
    7. Rajendran, Chandrasekharan & Ziegler, Hans, 2003. "Scheduling to minimize the sum of weighted flowtime and weighted tardiness of jobs in a flowshop with sequence-dependent setup times," European Journal of Operational Research, Elsevier, vol. 149(3), pages 513-522, September.
    8. Leilei Meng & Biao Zhang & Kaizhou Gao & Peng Duan, 2022. "An MILP Model for Energy-Conscious Flexible Job Shop Problem with Transportation and Sequence-Dependent Setup Times," Sustainability, MDPI, vol. 15(1), pages 1-14, December.
    9. John S. Liu & Louis Y. Y. Lu & Mei Hsiu-Ching Ho, 2019. "A few notes on main path analysis," Scientometrics, Springer;Akadémiai Kiadó, vol. 119(1), pages 379-391, April.
    10. Rios-Mercado, Roger Z. & Bard, Jonathan F., 1998. "Heuristics for the flow line problem with setup costs," European Journal of Operational Research, Elsevier, vol. 110(1), pages 76-98, October.
    11. Lee, Younsoo & Lee, Kyungsik, 2023. "Valid inequalities and extended formulations for lot-sizing and scheduling problem with sequence-dependent setups," European Journal of Operational Research, Elsevier, vol. 310(1), pages 201-216.
    12. Chun-Lung Chen, 2023. "An Iterated Population-Based Metaheuristic for Order Acceptance and Scheduling in Unrelated Parallel Machines with Several Practical Constraints," Mathematics, MDPI, vol. 11(6), pages 1-14, March.
    13. Roger Z. Ríos-Mercado & Jonathan F. Bard, 2003. "The Flow Shop Scheduling Polyhedron with Setup Times," Journal of Combinatorial Optimization, Springer, vol. 7(3), pages 291-318, September.
    14. 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.
    15. 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).
    16. Yifu Feng & Zonghai Hu & Rui Si & Ji-Bo Wang, 2024. "Study on Due-Date Assignment Scheduling with Setup Times and General Truncated Learning Effects," Asia-Pacific Journal of Operational Research (APJOR), World Scientific Publishing Co. Pte. Ltd., vol. 41(01), pages 1-16, February.
    17. Pan, Quan-Ke & Gao, Liang & Li, Xin-Yu & Gao, Kai-Zhou, 2017. "Effective metaheuristics for scheduling a hybrid flowshop with sequence-dependent setup times," Applied Mathematics and Computation, Elsevier, vol. 303(C), pages 89-112.
    18. Allahverdi, Ali & Ng, C.T. & Cheng, T.C.E. & Kovalyov, Mikhail Y., 2008. "A survey of scheduling problems with setup times or costs," European Journal of Operational Research, Elsevier, vol. 187(3), pages 985-1032, June.
    19. Leilei Meng & Chaoyong Zhang & Xinyu Shao & Biao Zhang & Yaping Ren & Wenwen Lin, 2020. "More MILP models for hybrid flow shop scheduling problem and its extended problems," International Journal of Production Research, Taylor & Francis Journals, vol. 58(13), pages 3905-3930, July.
    20. Sioud, A. & Gagné, C., 2018. "Enhanced migrating birds optimization algorithm for the permutation flow shop problem with sequence dependent setup times," European Journal of Operational Research, Elsevier, vol. 264(1), pages 66-73.
    21. Simons, JV, 1992. "Heuristics in flow shop scheduling with sequence dependent setup times," Omega, Elsevier, vol. 20(2), pages 215-225, March.
    22. Ruiz, Ruben & Maroto, Concepcion, 2006. "A genetic algorithm for hybrid flowshops with sequence dependent setup times and machine eligibility," European Journal of Operational Research, Elsevier, vol. 169(3), pages 781-800, March.
    23. Gregory Dobson, 1992. "The Cyclic Lot Scheduling Problem with Sequence-Dependent Setups," Operations Research, INFORMS, vol. 40(4), pages 736-749, August.
    24. Ruiz, Ruben & Maroto, Concepcion & Alcaraz, Javier, 2005. "Solving the flowshop scheduling problem with sequence dependent setup times using advanced metaheuristics," European Journal of Operational Research, Elsevier, vol. 165(1), pages 34-54, August.
    25. Yingli Li & Xinyu Li & Liang Gao & Biao Zhang & Quan-Ke Pan & M. Fatih Tasgetiren & Leilei Meng, 2021. "A discrete artificial bee colony algorithm for distributed hybrid flowshop scheduling problem with sequence-dependent setup times," International Journal of Production Research, Taylor & Francis Journals, vol. 59(13), pages 3880-3899, July.
    26. Franca, Paulo M. & Gendreau, Michel & Laporte, Gilbert & Muller, Felipe M., 1996. "A tabu search heuristic for the multiprocessor scheduling problem with sequence dependent setup times," International Journal of Production Economics, Elsevier, vol. 43(2-3), pages 79-89, June.
    27. 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.
    28. Papatya S. Bıçakcı & Tusan Derya & İmdat Kara, 2021. "Solution approaches for the parallel machine order acceptance and scheduling problem with sequence-dependent setup times, release dates and deadlines," European Journal of Industrial Engineering, Inderscience Enterprises Ltd, vol. 15(3), pages 295-318.
    29. Allahverdi, Ali & Gupta, Jatinder N. D. & Aldowaisan, Tariq, 1999. "A review of scheduling research involving setup considerations," Omega, Elsevier, vol. 27(2), pages 219-239, April.
    30. Pan, Quan-Ke & Wang, Ling & Li, Jun-Qing & Duan, Jun-Hua, 2014. "A novel discrete artificial bee colony algorithm for the hybrid flowshop scheduling problem with makespan minimisation," Omega, Elsevier, vol. 45(C), pages 42-56.
    31. Kurz, Mary E. & Askin, Ronald G., 2003. "Comparing scheduling rules for flexible flow lines," International Journal of Production Economics, Elsevier, vol. 85(3), pages 371-388, September.
    32. Meyr, Herbert, 2002. "Simultaneous lotsizing and scheduling on parallel machines," European Journal of Operational Research, Elsevier, vol. 139(2), pages 277-292, June.
    33. 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.
    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. Allahverdi, Ali & Ng, C.T. & Cheng, T.C.E. & Kovalyov, Mikhail Y., 2008. "A survey of scheduling problems with setup times or costs," European Journal of Operational Research, Elsevier, vol. 187(3), pages 985-1032, June.
    2. Ciavotta, Michele & Minella, Gerardo & Ruiz, Rubén, 2013. "Multi-objective sequence dependent setup times permutation flowshop: A new algorithm and a comprehensive study," European Journal of Operational Research, Elsevier, vol. 227(2), pages 301-313.
    3. V. Anjana & R. Sridharan & P. N. Ram Kumar, 2020. "Metaheuristics for solving a multi-objective flow shop scheduling problem with sequence-dependent setup times," Journal of Scheduling, Springer, vol. 23(1), pages 49-69, February.
    4. Zhang, Zhe & Song, Xiaoling & Huang, Huijung & Zhou, Xiaoyang & Yin, Yong, 2022. "Logic-based Benders decomposition method for the seru scheduling problem with sequence-dependent setup time and DeJong’s learning effect," European Journal of Operational Research, Elsevier, vol. 297(3), pages 866-877.
    5. Missaoui, Ahmed & Ruiz, Rubén, 2022. "A parameter-Less iterated greedy method for the hybrid flowshop scheduling problem with setup times and due date windows," European Journal of Operational Research, Elsevier, vol. 303(1), pages 99-113.
    6. 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.
    7. Ruiz, Ruben & Stutzle, Thomas, 2008. "An Iterated Greedy heuristic for the sequence dependent setup times flowshop problem with makespan and weighted tardiness objectives," European Journal of Operational Research, Elsevier, vol. 187(3), pages 1143-1159, June.
    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. Yunhe Wang & Xiangtao Li & Zhiqiang Ma, 2017. "A Hybrid Local Search Algorithm for the Sequence Dependent Setup Times Flowshop Scheduling Problem with Makespan Criterion," Sustainability, MDPI, vol. 9(12), pages 1-35, December.
    10. 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.
    11. Pan, Quan-Ke & Gao, Liang & Li, Xin-Yu & Gao, Kai-Zhou, 2017. "Effective metaheuristics for scheduling a hybrid flowshop with sequence-dependent setup times," Applied Mathematics and Computation, Elsevier, vol. 303(C), pages 89-112.
    12. 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.
    13. 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.
    14. Rossit, Daniel Alejandro & Tohmé, Fernando & Frutos, Mariano, 2018. "The Non-Permutation Flow-Shop scheduling problem: A literature review," Omega, Elsevier, vol. 77(C), pages 143-153.
    15. 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.
    16. Elidrissi, Abdelhak & Gupta, Jatinder N.D. & Benmansour, Rachid & Lin, Bertrand M.T., 2026. "A reduction approach for the parallel machine scheduling problem with a separate server for loading and unloading operations," European Journal of Operational Research, Elsevier, vol. 328(1), pages 15-31.
    17. Carvalho, Desiree M. & Nascimento, Mariá C.V., 2022. "Hybrid matheuristics to solve the integrated lot sizing and scheduling problem on parallel machines with sequence-dependent and non-triangular setup," European Journal of Operational Research, Elsevier, vol. 296(1), pages 158-173.
    18. Bagchi, Tapan P. & Gupta, Jatinder N.D. & Sriskandarajah, Chelliah, 2006. "A review of TSP based approaches for flowshop scheduling," European Journal of Operational Research, Elsevier, vol. 169(3), pages 816-854, March.
    19. Chin-Chia Wu & Xingong Zhang & Danyu Bai & Ameni Azzouz & Wen-Hsiang Wu & Xin-Rong Chen & Win-Chin Lin, 2024. "Sequencing a tri-criteria multiple job classes and customer orders problem on a single machine by using heuristics and simulated annealing method," Operational Research, Springer, vol. 24(1), pages 1-22, March.
    20. Pan, Quan-Ke & Ruiz, Rubén, 2012. "An estimation of distribution algorithm for lot-streaming flow shop problems with setup times," Omega, Elsevier, vol. 40(2), pages 166-180, April.

    More about this item

    Keywords

    ;
    ;
    ;
    ;
    ;

    Statistics

    Access and download statistics

    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:oprepe:v:14:y:2025:i:c:s2214716025000168. 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.journals.elsevier.com/operations-research-perspectives .

    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.