IDEAS home Printed from https://ideas.repec.org/p/zbw/cauman/421.html
   My bibliography  Save this paper

Lot sizing and scheduling: Survey and extensions

Author

Listed:
  • Drexl, Andreas
  • Kimms, Alf

Abstract

This contribution summarizes recent work in the field of lot sizing and scheduling. The objective is not to give a comprehensive literature survey, but to explain differences of formal models and to provide some first readings recommendations. Our focus is on capacitated, dynamic, and deterministic cases. To underscore the importance of the research efforts, current practice is described and its shortcomings are exposed. Mathematical programming models where the planning horizon is subdivided into several discrete periods are given for both, approaches that are well-established and approaches which may represent tomorrow's state of the art. Two research directions are discussed in more detail: Continuous time models and multi-level lot sizing and scheduling. The paper concludes with some advice for future research activities.

Suggested Citation

  • Drexl, Andreas & Kimms, Alf, 1996. "Lot sizing and scheduling: Survey and extensions," Manuskripte aus den Instituten für Betriebswirtschaftslehre der Universität Kiel 421, Christian-Albrechts-Universität zu Kiel, Institut für Betriebswirtschaftslehre.
    • Handle: RePEc:zbw:cauman:421
    as

    Download full text from publisher

    File URL: https://www.econstor.eu/bitstream/10419/175395/1/manuskript_421.pdf
    Download Restriction: no
    ---><---

    References listed on IDEAS

    as
    1. Jose Juan Carreno, 1990. "Economic Lot Scheduling for Multiple Products on Parallel Identical Processors," Management Science, INFORMS, vol. 36(3), pages 348-358, March.
    2. Fleischmann, Bernhard, 1994. "The discrete lot-sizing and scheduling problem with sequence-dependent setup costs," European Journal of Operational Research, Elsevier, vol. 75(2), pages 395-404, June.
    3. Blazewicz, Jacek & Domschke, Wolfgang & Pesch, Erwin, 1996. "The job shop scheduling problem: Conventional and new solution techniques," European Journal of Operational Research, Elsevier, vol. 93(1), pages 1-33, August.
    4. Gregory Dobson, 1987. "The Economic Lot-Scheduling Problem: Achieving Feasibility Using Time-Varying Lot Sizes," Operations Research, INFORMS, vol. 35(5), pages 764-771, October.
    5. Dauzere-Peres, Stephane & Lasserre, Jean-Bernard, 1994. "Integration of lotsizing and scheduling decisions in a job-shop," European Journal of Operational Research, Elsevier, vol. 75(2), pages 413-426, June.
    6. Cattrysse, Dirk & Maes, Johan & Van Wassenhove, Luk N., 1990. "Set partitioning and column generation heuristics for capacitated dynamic lotsizing," European Journal of Operational Research, Elsevier, vol. 46(1), pages 38-47, May.
    7. Salah E. Elmaghraby, 1978. "The Economic Lot Scheduling Problem (ELSP): Review and Extensions," Management Science, INFORMS, vol. 24(6), pages 587-598, February.
    8. Atkins, Derek R., 1994. "A simple lower bound to the dynamic assembly problem," European Journal of Operational Research, Elsevier, vol. 75(2), pages 462-466, June.
    9. Gabriel R. Bitran & Horacio H. Yanasse, 1982. "Computational Complexity of the Capacitated Lot Size Problem," Management Science, INFORMS, vol. 28(10), pages 1174-1186, October.
    10. Dirk Cattrysse & Marc Salomon & Roelof Kuik & Luk N. Van Wassenhove, 1993. "A Dual Ascent and Column Generation Heuristic for the Discrete Lotsizing and Scheduling Problem with Setup Times," Management Science, INFORMS, vol. 39(4), pages 477-486, April.
    11. BARANY, Imre & VAN ROY, Tony J. & WOLSEY, Laurence A., 1984. "Strong formulations for multi-item capacitated lot sizing," LIDAM Reprints CORE 590, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
    12. Diaby, M. & Bahl, H. C. & Karwan, M. H. & Zionts, S., 1992. "Capacitated lot-sizing and scheduling by Lagrangean relaxation," European Journal of Operational Research, Elsevier, vol. 59(3), pages 444-458, June.
    13. Drexl, Andreas & Haase, Knut, 1995. "Proportional lotsizing and scheduling," International Journal of Production Economics, Elsevier, vol. 40(1), pages 73-87, June.
    14. Awi Federgruen & Michal Tzur, 1994. "Minimal Forecast Horizons and a New Planning Procedure for the General Dynamic Lot Sizing Model: Nervousness Revisited," Operations Research, INFORMS, vol. 42(3), pages 456-468, June.
    15. Gabriel R. Bitran & Hirofumi Matsuo, 1986. "Approximation Formulations for the Single-Product Capacitated Lot Size Problem," Operations Research, INFORMS, vol. 34(1), pages 63-74, February.
    16. Gary D. Eppen & R. Kipp Martin, 1987. "Solving Multi-Item Capacitated Lot-Sizing Problems Using Variable Redefinition," Operations Research, INFORMS, vol. 35(6), pages 832-848, December.
    17. Awi Federgruen & Michal Tzur, 1995. "Fast Solution and Detection of Minimal Forecast Horizons in Dynamic Programs with a Single Indicator of the Future: Applications to Dynamic Lot-Sizing Models," Management Science, INFORMS, vol. 41(5), pages 874-893, May.
    18. Moustapha Diaby & Harish C. Bahl & Mark H. Karwan & Stanley Zionts, 1992. "A Lagrangean Relaxation Approach for Very-Large-Scale Capacitated Lot-Sizing," Management Science, INFORMS, vol. 38(9), pages 1329-1340, September.
    19. Gregory Dobson, 1992. "The Cyclic Lot Scheduling Problem with Sequence-Dependent Setups," Operations Research, INFORMS, vol. 40(4), pages 736-749, August.
    20. De Bodt, Marc A. & Gelders, Ludo F. & Van Wassenhove, Luk N., 1984. "Lot sizing under dynamic demand conditions: A review," Engineering Costs and Production Economics, Elsevier, vol. 8(3), pages 165-187, December.
    21. Reza H. Ahmadi & Sriram Dasu & Christopher S. Tang, 1992. "The Dynamic Line Allocation Problem," Management Science, INFORMS, vol. 38(9), pages 1341-1353, September.
    22. Harish C. Bahl & Larry P. Ritzman & Jatinder N. D. Gupta, 1987. "OR Practice—Determining Lot Sizes and Resource Requirements: A Review," Operations Research, INFORMS, vol. 35(3), pages 329-345, June.
    23. Chandra, Pankaj & Fisher, Marshall L., 1994. "Coordination of production and distribution planning," European Journal of Operational Research, Elsevier, vol. 72(3), pages 503-517, February.
    24. Fleischmann, Bernhard, 1990. "The discrete lot-sizing and scheduling problem," European Journal of Operational Research, Elsevier, vol. 44(3), pages 337-348, February.
    25. Awi Federgruen & Michal Tzur, 1991. "A Simple Forward Algorithm to Solve General Dynamic Lot Sizing Models with n Periods in 0(n log n) or 0(n) Time," Management Science, INFORMS, vol. 37(8), pages 909-925, August.
    26. Alok Aggarwal & James K. Park, 1993. "Improved Algorithms for Economic Lot Size Problems," Operations Research, INFORMS, vol. 41(3), pages 549-571, June.
    27. Imre Barany & Tony J. Van Roy & Laurence A. Wolsey, 1984. "Strong Formulations for Multi-Item Capacitated Lot Sizing," Management Science, INFORMS, vol. 30(10), pages 1255-1261, October.
    28. Suresh Chand & Suresh P. Sethi & Jean-Marie Proth, 1990. "Existence of Forecast Horizons in Undiscounted Discrete-Time Lot Size Models," Operations Research, INFORMS, vol. 38(5), pages 884-892, October.
    29. Guillermo Gallego & Dev Joneja, 1994. "Economic Lot Scheduling Problem with Raw Material Considerations," Operations Research, INFORMS, vol. 42(1), pages 92-101, February.
    30. M. Florian & J. K. Lenstra & A. H. G. Rinnooy Kan, 1980. "Deterministic Production Planning: Algorithms and Complexity," Management Science, INFORMS, vol. 26(7), pages 669-679, July.
    31. Donald Erlenkotter, 1990. "Ford Whitman Harris and the Economic Order Quantity Model," Operations Research, INFORMS, vol. 38(6), pages 937-946, 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. Jordan, Carsten & Drexl, Andreas, 1997. "Discrete lotsizing and scheduling by batch sequencing," Manuskripte aus den Instituten für Betriebswirtschaftslehre der Universität Kiel 438, Christian-Albrechts-Universität zu Kiel, Institut für Betriebswirtschaftslehre.

    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. Drexl, A. & Kimms, A., 1997. "Lot sizing and scheduling -- Survey and extensions," European Journal of Operational Research, Elsevier, vol. 99(2), pages 221-235, June.
    2. Jans, Raf & Degraeve, Zeger, 2007. "Meta-heuristics for dynamic lot sizing: A review and comparison of solution approaches," European Journal of Operational Research, Elsevier, vol. 177(3), pages 1855-1875, March.
    3. Drexl, Andreas & Jordan, Carsten & Kimms, Alf, 1997. "Gruppierungs- und Reihenfolgeprobleme in der Fertigung," Manuskripte aus den Instituten für Betriebswirtschaftslehre der Universität Kiel 447, Christian-Albrechts-Universität zu Kiel, Institut für Betriebswirtschaftslehre.
    4. Kimms, Alf, 1996. "Stability measures for rolling schedules with applications to capacity expansion planning, master production scheduling, and lot sizing," Manuskripte aus den Instituten für Betriebswirtschaftslehre der Universität Kiel 418, Christian-Albrechts-Universität zu Kiel, Institut für Betriebswirtschaftslehre.
    5. Jans, R.F. & Degraeve, Z., 2005. "Modeling Industrial Lot Sizing Problems: A Review," ERIM Report Series Research in Management ERS-2005-049-LIS, Erasmus Research Institute of Management (ERIM), ERIM is the joint research institute of the Rotterdam School of Management, Erasmus University and the Erasmus School of Economics (ESE) at Erasmus University Rotterdam.
    6. Brahimi, Nadjib & Dauzere-Peres, Stephane & Najid, Najib M. & Nordli, Atle, 2006. "Single item lot sizing problems," European Journal of Operational Research, Elsevier, vol. 168(1), pages 1-16, January.
    7. Drexl, Andreas & Haase, Knut, 1992. "A new type of model for multi-item capacitated dynamic lotsizing and scheduling," Manuskripte aus den Instituten für Betriebswirtschaftslehre der Universität Kiel 286, Christian-Albrechts-Universität zu Kiel, Institut für Betriebswirtschaftslehre.
    8. Kimms, A, 1998. "Stability Measures for Rolling Schedules with Applications to Capacity Expansion Planning, Master Production Scheduling, and Lot Sizing," Omega, Elsevier, vol. 26(3), pages 355-366, June.
    9. François Vanderbeck, 1998. "Lot-Sizing with Start-Up Times," Management Science, INFORMS, vol. 44(10), pages 1409-1425, October.
    10. Fabrizio Marinelli & Maria Nenni & Antonio Sforza, 2007. "Capacitated lot sizing and scheduling with parallel machines and shared buffers: A case study in a packaging company," Annals of Operations Research, Springer, vol. 150(1), pages 177-192, March.
    11. Karimi, B. & Fatemi Ghomi, S. M. T. & Wilson, J. M., 2003. "The capacitated lot sizing problem: a review of models and algorithms," Omega, Elsevier, vol. 31(5), pages 365-378, October.
    12. Kimms, Alf & Drexl, Andreas, 1996. "Multi-level lot sizing: A literature survey," Manuskripte aus den Instituten für Betriebswirtschaftslehre der Universität Kiel 405, Christian-Albrechts-Universität zu Kiel, Institut für Betriebswirtschaftslehre.
    13. Wolosewicz, Cathy & Dauzère-Pérès, Stéphane & Aggoune, Riad, 2015. "A Lagrangian heuristic for an integrated lot-sizing and fixed scheduling problem," European Journal of Operational Research, Elsevier, vol. 244(1), pages 3-12.
    14. Awi Federgruen & Joern Meissner & Michal Tzur, 2007. "Progressive Interval Heuristics for Multi-Item Capacitated Lot-Sizing Problems," Operations Research, INFORMS, vol. 55(3), pages 490-502, June.
    15. Kolisch, R., 2000. "Integration of assembly and fabrication for make-to-order production," International Journal of Production Economics, Elsevier, vol. 68(3), pages 287-306, December.
    16. Ozdamar, Linet & Birbil, Sevket Ilker, 1998. "Hybrid heuristics for the capacitated lot sizing and loading problem with setup times and overtime decisions," European Journal of Operational Research, Elsevier, vol. 110(3), pages 525-547, November.
    17. 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.
    18. Bouchriha, Hanen & Ouhimmou, Mustapha & D'Amours, Sophie, 2007. "Lot sizing problem on a paper machine under a cyclic production approach," International Journal of Production Economics, Elsevier, vol. 105(2), pages 318-328, February.
    19. Drexl, Andreas & Haase, Knut, 1995. "Proportional lotsizing and scheduling," International Journal of Production Economics, Elsevier, vol. 40(1), pages 73-87, June.
    20. AkartunalI, Kerem & Miller, Andrew J., 2009. "A heuristic approach for big bucket multi-level production planning problems," European Journal of Operational Research, Elsevier, vol. 193(2), pages 396-411, 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:zbw:cauman:421. 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: ZBW - Leibniz Information Centre for Economics (email available below). General contact details of provider: https://edirc.repec.org/data/ibkiede.html .

    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.