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The lot sizing problem: A tertiary study

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  • Glock, Christoph H.
  • Grosse, Eric H.
  • Ries, Jörg M.

Abstract

This paper provides a survey of literature reviews in the area of lot sizing. Its intention is to show which streams of research emerged from Harris' seminal lot size model, and which major achievements have been accomplished in the respective areas. We first develop the methodology of this review and then descriptively analyze the sample. Subsequently, a content-related classification scheme for lot sizing models is developed, and the reviews contained in our sample are discussed in light of this classification scheme. Our analysis shows that various extensions of Harris' lot size model were developed over the years, such as lot sizing models that include multi-stage inventory systems, incentives, or productivity issues. The aims of our tertiary study are the following: firstly, it helps primary researchers to position their own work in the literature, to reproduce the development of different types of lot sizing problems, and to find starting points if they intend to work in a new research direction. Secondly, the study identifies several topics that offer opportunities for future secondary research.

Suggested Citation

  • Glock, Christoph H. & Grosse, Eric H. & Ries, Jörg M., 2014. "The lot sizing problem: A tertiary study," International Journal of Production Economics, Elsevier, vol. 155(C), pages 39-51.
  • Handle: RePEc:eee:proeco:v:155:y:2014:i:c:p:39-51
    DOI: 10.1016/j.ijpe.2013.12.009
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    Cited by:

    1. Oliveira, Washington A. & Fiorotto, Diego J. & Song, Xiang & Jones, Dylan F., 2021. "An extended goal programming model for the multiobjective integrated lot-sizing and cutting stock problem," European Journal of Operational Research, Elsevier, vol. 295(3), pages 996-1007.
    2. Bensmain, Yassir & Dahane, Mohammed & Bennekrouf, Mohammed & Sari, Zaki, 2019. "Preventive remanufacturing planning of production equipment under operational and imperfect maintenance constraints: A hybrid genetic algorithm based approach," Reliability Engineering and System Safety, Elsevier, vol. 185(C), pages 546-566.
    3. Sahling, Florian & Hahn, Gerd J., 2019. "Dynamic lot sizing in biopharmaceutical manufacturing," International Journal of Production Economics, Elsevier, vol. 207(C), pages 96-106.
    4. Prasert Aengchuan & Busaba Phruksaphanrat, 2018. "Comparison of fuzzy inference system (FIS), FIS with artificial neural networks (FIS + ANN) and FIS with adaptive neuro-fuzzy inference system (FIS + ANFIS) for inventory control," Journal of Intelligent Manufacturing, Springer, vol. 29(4), pages 905-923, April.
    5. 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.
    6. Battini, Daria & Glock, Christoph H. & Grosse, Eric H. & Persona, Alessandro & Sgarbossa, Fabio, 2017. "Reprint of “Ergo-lot-sizing: An approach to integrate ergonomic and economic objectives in manual materials handling”," International Journal of Production Economics, Elsevier, vol. 194(C), pages 32-42.
    7. Melega, Gislaine Mara & de Araujo, Silvio Alexandre & Jans, Raf, 2018. "Classification and literature review of integrated lot-sizing and cutting stock problems," European Journal of Operational Research, Elsevier, vol. 271(1), pages 1-19.
    8. S. Priyan & R. Uthayakumar, 2017. "Setup cost reduction EMQ inventory system with probabilistic defective and rework in multiple shipments management," International Journal of System Assurance Engineering and Management, Springer;The Society for Reliability, Engineering Quality and Operations Management (SREQOM),India, and Division of Operation and Maintenance, Lulea University of Technology, Sweden, vol. 8(2), pages 223-241, June.
    9. Jafari, L. & Makis, V., 2015. "Joint optimal lot sizing and preventive maintenance policy for a production facility subject to condition monitoring," International Journal of Production Economics, Elsevier, vol. 169(C), pages 156-168.
    10. K. F. Mary Latha & M. Ganesh Kumar & R. Uthayakumar, 2021. "Two echelon economic lot sizing problems with geometric shipment policy backorder price discount and optimal investment to reduce ordering cost," OPSEARCH, Springer;Operational Research Society of India, vol. 58(4), pages 1133-1163, December.
    11. Glock, Christoph H. & Grosse, Eric H., 2021. "The impact of controllable production rates on the performance of inventory systems: A systematic review of the literature," European Journal of Operational Research, Elsevier, vol. 288(3), pages 703-720.
    12. Glock, Christoph H. & Grosse, Eric H. & Ries, Jörg M., 2017. "Reprint of “Decision support models for supplier development: Systematic literature review and research agenda”," International Journal of Production Economics, Elsevier, vol. 194(C), pages 246-260.
    13. Davide Castellano & Christoph H. Glock, 2021. "The average-cost formulation of lot sizing models and inventory carrying charges: a technical note," Operations Management Research, Springer, vol. 14(1), pages 194-201, June.
    14. Avelina Alejo-Reyes & Erik Cuevas & Alma Rodríguez & Abraham Mendoza & Elias Olivares-Benitez, 2020. "An Improved Grey Wolf Optimizer for a Supplier Selection and Order Quantity Allocation Problem," Mathematics, MDPI, vol. 8(9), pages 1-24, August.
    15. Menezes, Mozart B.C. & Jalali, Hamed & Lamas, Alejandro, 2021. "One too many: Product proliferation and the financial performance in manufacturing," International Journal of Production Economics, Elsevier, vol. 242(C).
    16. Hovelaque, Vincent & Bironneau, Laurent, 2015. "The carbon-constrained EOQ model with carbon emission dependent demand," International Journal of Production Economics, Elsevier, vol. 164(C), pages 285-291.
    17. Nima Kazemi & Salwa Hanim Abdul-Rashid & Ehsan Shekarian & Eleonora Bottani & Roberto Montanari, 2016. "A fuzzy lot-sizing problem with two-stage composite human learning," International Journal of Production Research, Taylor & Francis Journals, vol. 54(16), pages 5010-5025, August.
    18. Quetschlich, Mathias & Moetz, André & Otto, Boris, 2021. "Optimisation model for multi-item multi-echelon supply chains with nested multi-level products," European Journal of Operational Research, Elsevier, vol. 290(1), pages 144-158.
    19. Flavio Molina & Reinaldo Morabito & Silvio Alexandre de Araujo, 2016. "MIP models for production lot sizing problems with distribution costs and cargo arrangement," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 67(11), pages 1395-1407, November.
    20. Lucio Enrico Zavanella & Beatrice Marchi & Simone Zanoni & Ivan Ferretti, 2019. "Energy considerations for the economic production quantity and the joint economic lot sizing," Journal of Business Economics, Springer, vol. 89(7), pages 845-865, September.
    21. Kim, Taebok & Glock, Christoph H., 2018. "Production planning for a two-stage production system with multiple parallel machines and variable production rates," International Journal of Production Economics, Elsevier, vol. 196(C), pages 284-292.

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