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Operations Research and Capacity Expansion Problems: A Survey

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  1. Petersen, E. R. & Taylor, A. J., 2001. "An investment planning model for a new North-Central railway in Brazil," Transportation Research Part A: Policy and Practice, Elsevier, vol. 35(9), pages 847-862, November.
  2. Giovanni Pantuso & Kjetil Fagerholt & Stein W. Wallace, 2016. "Uncertainty in Fleet Renewal: A Case from Maritime Transportation," Transportation Science, INFORMS, vol. 50(2), pages 390-407, May.
  3. Crainic, Teodor Gabriel & Perboli, Guido & Rei, Walter & Rosano, Mariangela & Lerma, Veronica, 2024. "Capacity planning with uncertainty on contract fulfillment," European Journal of Operational Research, Elsevier, vol. 314(1), pages 152-175.
  4. Özalp Özer & Wei Wei, 2004. "Inventory Control with Limited Capacity and Advance Demand Information," Operations Research, INFORMS, vol. 52(6), pages 988-1000, December.
  5. Olivier Massol, 2011. "A Cost Function for the Natural Gas Transmission Industry: Further Considerations," The Engineering Economist, Taylor & Francis Journals, vol. 56(2), pages 95-122.
  6. Sabet, Ehsan & Yazdani, Baback & Kian, Ramez & Galanakis, Kostas, 2020. "A strategic and global manufacturing capacity management optimisation model: A Scenario-based multi-stage stochastic programming approach," Omega, Elsevier, vol. 93(C).
  7. Qing Ye & Izak Duenyas, 2007. "Optimal Capacity Investment Decisions with Two-Sided Fixed-Capacity Adjustment Costs," Operations Research, INFORMS, vol. 55(2), pages 272-283, April.
  8. Georgiadis, Patroklos & Athanasiou, Efstratios, 2013. "Flexible long-term capacity planning in closed-loop supply chains with remanufacturing," European Journal of Operational Research, Elsevier, vol. 225(1), pages 44-58.
  9. Anyan Qi & Hyun-Soo Ahn & Amitabh Sinha, 2017. "Capacity Investment with Demand Learning," Operations Research, INFORMS, vol. 65(1), pages 145-164, February.
  10. 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.
  11. Haas, J. & Cebulla, F. & Cao, K. & Nowak, W. & Palma-Behnke, R. & Rahmann, C. & Mancarella, P., 2017. "Challenges and trends of energy storage expansion planning for flexibility provision in low-carbon power systems – a review," Renewable and Sustainable Energy Reviews, Elsevier, vol. 80(C), pages 603-619.
  12. Torres-Rincón, Samuel & Sánchez-Silva, Mauricio & Bastidas-Arteaga, Emilio, 2021. "A multistage stochastic program for the design and management of flexible infrastructure networks," Reliability Engineering and System Safety, Elsevier, vol. 210(C).
  13. Onesun Steve Yoo & Guillaume Roels & Charles J. Corbett, 2016. "The Time–Money Trade-Off for Entrepreneurs: When to Hire the First Employee?," Manufacturing & Service Operations Management, INFORMS, vol. 18(4), pages 559-569, October.
  14. Li, Gang & Jiang, Hongxun & He, Tian, 2015. "A genetic algorithm-based decomposition approach to solve an integrated equipment-workforce-service planning problem," Omega, Elsevier, vol. 50(C), pages 1-17.
  15. Kavinesh J. Singh & Andy B. Philpott & R. Kevin Wood, 2009. "Dantzig-Wolfe Decomposition for Solving Multistage Stochastic Capacity-Planning Problems," Operations Research, INFORMS, vol. 57(5), pages 1271-1286, October.
  16. Yilmaz, Pelin & Hakan Hocaoglu, M. & Konukman, Alp Er S., 2008. "A pre-feasibility case study on integrated resource planning including renewables," Energy Policy, Elsevier, vol. 36(3), pages 1223-1232, March.
  17. Solak, Senay & Li, Zhuoxin & Gumus, Mehmet & Zhuo, Yueran, 2024. "A budgeting resource allocation model for capacity expansion," International Journal of Production Economics, Elsevier, vol. 273(C).
  18. Pöstges, Arne & Weber, Christoph, 2019. "Time series aggregation – A new methodological approach using the “peak-load-pricing” model," Utilities Policy, Elsevier, vol. 59(C), pages 1-1.
  19. Hongmin Li & Woonghee T. Huh & Matheus C. Sampaio & Naiping Keng, 2021. "Planning Production and Equipment Qualification under High Process Flexibility," Production and Operations Management, Production and Operations Management Society, vol. 30(10), pages 3369-3390, October.
  20. 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.
  21. Kuppusamy, Saravanan & Magazine, Michael J. & Rao, Uday, 2021. "Buyer selection and service pricing in an electric fleet supply chain," European Journal of Operational Research, Elsevier, vol. 295(2), pages 534-546.
  22. Evan L. Porteus & Hyoduk Shin & Tunay I. Tunca, 2010. "Feasting on Leftovers: Strategic Use of Shortages in Price Competition Among Differentiated Products," Manufacturing & Service Operations Management, INFORMS, vol. 12(1), pages 140-161, November.
  23. Rajagopalan, S. & Yu, Hung-Liang, 2001. "Capacity planning with congestion effects," European Journal of Operational Research, Elsevier, vol. 134(2), pages 365-377, October.
  24. İlker Baybars & Richard H. Edahl, 1988. "A heuristic method for facility planning in telecommunications networks with multiple alternate routes," Naval Research Logistics (NRL), John Wiley & Sons, vol. 35(4), pages 503-528, August.
  25. Rao, A. K. & Rao, M. R., 1998. "Solution procedures for sizing of warehouses," European Journal of Operational Research, Elsevier, vol. 108(1), pages 16-25, July.
  26. Alfredo Garcia & Zhijiang Shen, 2010. "Equilibrium Capacity Expansion Under Stochastic Demand Growth," Operations Research, INFORMS, vol. 58(1), pages 30-42, February.
  27. Frederick Chou & Hao-Chih Lee & William Yeh, 2013. "Effectiveness and Efficiency of Scheduling Regional Water Resources Projects," Water Resources Management: An International Journal, Published for the European Water Resources Association (EWRA), Springer;European Water Resources Association (EWRA), vol. 27(3), pages 665-693, February.
  28. Teck-Hua Ho & Sergei Savin & Christian Terwiesch, 2002. "Managing Demand and Sales Dynamics in New Product Diffusion Under Supply Constraint," Management Science, INFORMS, vol. 48(2), pages 187-206, February.
  29. Tang, Christopher S., 2010. "A review of marketing-operations interface models: From co-existence to coordination and collaboration," International Journal of Production Economics, Elsevier, vol. 125(1), pages 22-40, May.
  30. Gwang Seok Kim & Young Hoon Lee, 2021. "Speed and Sustainability When Entering New Market," Sustainability, MDPI, vol. 13(22), pages 1-20, November.
  31. Luss, Hanan & Rosenwein, Moshe B., 1997. "Operations Research applications: Opportunities and accomplishments," European Journal of Operational Research, Elsevier, vol. 97(2), pages 220-244, March.
  32. Harrison, J. Michael & Van Mieghem, Jan A., 1999. "Multi-resource investment strategies: Operational hedging under demand uncertainty," European Journal of Operational Research, Elsevier, vol. 113(1), pages 17-29, February.
  33. Ornella Tarola, 2010. "Public Utilities: Privatization without Regulation," Czech Economic Review, Charles University Prague, Faculty of Social Sciences, Institute of Economic Studies, vol. 4(1), pages 062-078, March.
  34. Hahn, G.J. & Kuhn, H., 2012. "Simultaneous investment, operations, and financial planning in supply chains: A value-based optimization approach," International Journal of Production Economics, Elsevier, vol. 140(2), pages 559-569.
  35. Jodlbauer, Herbert & Altendorfer, Klaus, 2010. "Trade-off between capacity invested and inventory needed," European Journal of Operational Research, Elsevier, vol. 203(1), pages 118-133, May.
  36. 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.
  37. Lee, Chia-Yen & Charles, Vincent, 2022. "A robust capacity expansion integrating the perspectives of marginal productivity and capacity regret," European Journal of Operational Research, Elsevier, vol. 296(2), pages 557-569.
  38. Hongmin Li & Stephen C. Graves & Woonghee Tim Huh, 2014. "Optimal Capacity Conversion for Product Transitions Under High Service Requirements," Manufacturing & Service Operations Management, INFORMS, vol. 16(1), pages 46-60, February.
  39. Sanjay Dominik Jena & Jean-François Cordeau & Bernard Gendron, 2017. "Lagrangian Heuristics for Large-Scale Dynamic Facility Location with Generalized Modular Capacities," INFORMS Journal on Computing, INFORMS, vol. 29(3), pages 388-404, August.
  40. Silvia Padula & Julien Harou & Lazaros Papageorgiou & Yiming Ji & Mohammad Ahmad & Nigel Hepworth, 2013. "Least Economic Cost Regional Water Supply Planning – Optimising Infrastructure Investments and Demand Management for South East England’s 17.6 Million People," Water Resources Management: An International Journal, Published for the European Water Resources Association (EWRA), Springer;European Water Resources Association (EWRA), vol. 27(15), pages 5017-5044, December.
  41. Aïd, René & Li, Liangchen & Ludkovski, Michael, 2017. "Capacity expansion games with application to competition in power generation investments," Journal of Economic Dynamics and Control, Elsevier, vol. 84(C), pages 1-31.
  42. Dutta, Amitava & Ki Kim, Young, 1996. "A heuristic approach for capacity expansion of packet networks," European Journal of Operational Research, Elsevier, vol. 91(2), pages 395-410, June.
  43. Dulluri, Sandeep & Raghavan, N.R. Srinivasa, 2008. "Collaboration in tool development and capacity investments in high technology manufacturing networks," European Journal of Operational Research, Elsevier, vol. 187(3), pages 962-977, June.
  44. Volodymyr Babich & Matthew J. Sobel, 2004. "Pre-IPO Operational and Financial Decisions," Management Science, INFORMS, vol. 50(7), pages 935-948, July.
  45. Claudia Archetti & M. Grazia Speranza & Emirena Garrafa, 2020. "Managing an automated clinical laboratory: optimization challenges and opportunities," EURO Journal on Decision Processes, Springer;EURO - The Association of European Operational Research Societies, vol. 8(1), pages 41-60, May.
  46. Poretus, Evan L. & Angelus, Alexander, 2000. "Simultaneous Production and Capacity Management under Stochastic Demand for Perishable Goods," Research Papers 1419r, Stanford University, Graduate School of Business.
  47. Sampath Rajagopalan & Medini R. Singh & Thomas E. Morton, 1998. "Capacity Expansion and Replacement in Growing Markets with Uncertain Technological Breakthroughs," Management Science, INFORMS, vol. 44(1), pages 12-30, January.
  48. Porteus, Evan L. & Angelus, Alexandar & Wood, Samuel C., 2000. "Optimal Sizing and Timing of Modular Capacity Expansions," Research Papers 1479r2, Stanford University, Graduate School of Business.
  49. Majid Taghavi & Kai Huang, 2020. "A Lagrangian relaxation approach for stochastic network capacity expansion with budget constraints," Annals of Operations Research, Springer, vol. 284(2), pages 605-621, January.
  50. Yasemin Merzifonluoğlu & Joseph Geunes & H.E. Romeijn, 2007. "Integrated capacity, demand, and production planning with subcontracting and overtime options," Naval Research Logistics (NRL), John Wiley & Sons, vol. 54(4), pages 433-447, June.
  51. Pangburn, Michael S. & Sundaresan, Shankar, 2009. "Capacity decisions for high-tech products with obsolescence," European Journal of Operational Research, Elsevier, vol. 197(1), pages 102-111, August.
  52. Dawei (David) Zhang & Barrie R. Nault & Xueqi (David) Wei, 2019. "The Strategic Value of Information Technology in Setting Productive Capacity," Information Systems Research, INFORMS, vol. 30(4), pages 1124-1144, December.
  53. Choi, Chul Hun & Eun, Joonyup & Cao, Jinjian & Lee, Seokcheon & Zhao, Fu, 2018. "Global strategic level supply planning of materials critical to clean energy technologies – A case study on indium," Energy, Elsevier, vol. 147(C), pages 950-964.
  54. Yongjian Li & Xiaoqiang Cai & Lei Xu & Wenxia Yang, 2016. "Heuristic approach on dynamic lot-sizing model for durable products with end-of-use constraints," Annals of Operations Research, Springer, vol. 242(2), pages 265-283, July.
  55. Lee, Chia-Yen & Johnson, Andrew L., 2014. "Proactive data envelopment analysis: Effective production and capacity expansion in stochastic environments," European Journal of Operational Research, Elsevier, vol. 232(3), pages 537-548.
  56. Wenbin Wang & Mark E. Ferguson & Shanshan Hu & Gilvan C. Souza, 2013. "Dynamic Capacity Investment with Two Competing Technologies," Manufacturing & Service Operations Management, INFORMS, vol. 15(4), pages 616-629, October.
  57. Zhouchun Huang & Qipeng P. Zheng & Andrew L. Liu, 2022. "A Nested Cross Decomposition Algorithm for Power System Capacity Expansion with Multiscale Uncertainties," INFORMS Journal on Computing, INFORMS, vol. 34(4), pages 1919-1939, July.
  58. Jakubovskis, Aldis, 2017. "Strategic facility location, capacity acquisition, and technology choice decisions under demand uncertainty: Robust vs. non-robust optimization approaches," European Journal of Operational Research, Elsevier, vol. 260(3), pages 1095-1104.
  59. Peyman Khezr & Flavio M. Menezes, 2019. "Funding natural monopoly infrastructure expansion: auctions versus regulated uniform access prices," Journal of Regulatory Economics, Springer, vol. 55(2), pages 193-213, April.
  60. Fine, Charles H., 1989. "Developments in manufacturing technology and economic evaluation models," Working papers 3012-89., Massachusetts Institute of Technology (MIT), Sloan School of Management.
  61. Linos F. Frantzeskakis & Hanan Luss, 1999. "The network redesign problem for access telecommunications networks," Naval Research Logistics (NRL), John Wiley & Sons, vol. 46(5), pages 487-506, August.
  62. Li, Yongjian & Chen, Jian & Cai, Xiaoqiang, 2007. "Heuristic genetic algorithm for capacitated production planning problems with batch processing and remanufacturing," International Journal of Production Economics, Elsevier, vol. 105(2), pages 301-317, February.
  63. Jeffrey S. Stonebraker, 2013. "Product-Generation Transition Decision Making for Bayer's Hemophilia Drugs: Global Capacity Expansion Under Uncertainty with Supply-Demand Imbalances," Operations Research, INFORMS, vol. 61(5), pages 1119-1133, October.
  64. Vedat Verter & M. Cemal Dincer, 1995. "Facility location and capacity acquisition: An integrated approach," Naval Research Logistics (NRL), John Wiley & Sons, vol. 42(8), pages 1141-1160, December.
  65. Anyan Qi & Hyun-Soo Ahn & Amitabh Sinha, 2017. "Capacity Investment with Demand Learning," Operations Research, INFORMS, vol. 65(1), pages 145-164, February.
  66. 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.
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  68. Alper Atamtürk & Dorit S. Hochbaum, 2001. "Capacity Acquisition, Subcontracting, and Lot Sizing," Management Science, INFORMS, vol. 47(8), pages 1081-1100, August.
  69. Parpas, Panos & Webster, Mort, 2014. "A stochastic multiscale model for electricity generation capacity expansion," European Journal of Operational Research, Elsevier, vol. 232(2), pages 359-374.
  70. Tamer Boyacı & Özalp Özer, 2010. "Information Acquisition for Capacity Planning via Pricing and Advance Selling: When to Stop and Act?," Operations Research, INFORMS, vol. 58(5), pages 1328-1349, October.
  71. Dangl, Thomas, 1999. "Investment and capacity choice under uncertain demand," European Journal of Operational Research, Elsevier, vol. 117(3), pages 415-428, September.
  72. Metin Çakanyıldırım & Robin O. Roundy & Samuel C. Wood, 2004. "Optimal machine capacity expansions with nested limitations under stochastic demand," Naval Research Logistics (NRL), John Wiley & Sons, vol. 51(2), pages 217-241, March.
  73. repec:cty:dpaper:10.1080/0013791x.2011.573615 is not listed on IDEAS
  74. J Liu & R K Ahuja & G Şahin, 2008. "Optimal network configuration and capacity expansion of railroads," Journal of the Operational Research Society, Palgrave Macmillan;The OR Society, vol. 59(7), pages 911-920, July.
  75. Sanjay Dominik Jena & Jean-François Cordeau & Bernard Gendron, 2015. "Dynamic Facility Location with Generalized Modular Capacities," Transportation Science, INFORMS, vol. 49(3), pages 484-499, August.
  76. Yong Tan & Kamran Moinzadeh & Vijay S. Mookerjee, 2005. "Optimal Processing Policies for an e-Commerce Web Server," INFORMS Journal on Computing, INFORMS, vol. 17(1), pages 99-110, February.
  77. Alexandar Angelus & Evan L. Porteus, 2002. "Simultaneous Capacity and Production Management of Short-Life-Cycle, Produce-to-Stock Goods Under Stochastic Demand," Management Science, INFORMS, vol. 48(3), pages 399-413, March.
  78. Woonghee Tim Huh & Robin O. Roundy, 2005. "A continuous‐time strategic capacity planning model," Naval Research Logistics (NRL), John Wiley & Sons, vol. 52(4), pages 329-343, June.
  79. Lijian Lu & Xiaoming Yan, 2016. "Capacity investment decisions under risk aversion," Naval Research Logistics (NRL), John Wiley & Sons, vol. 63(3), pages 218-235, April.
  80. Ashutosh Singh & Shashank Gupta & Mohammad Asjad & Piyush Gupta, 2017. "Reconfigurable manufacturing systems: journey and the road ahead," 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 1849-1857, November.
  81. Bish, Ebru K. & Hong, Seong J., 2006. "Coordinating the resource investment decision for a two-market, price-setting firm," International Journal of Production Economics, Elsevier, vol. 101(1), pages 63-88, May.
  82. Vernon Ning Hsu, 2002. "Dynamic Capacity Expansion Problem with Deferred Expansion and Age-Dependent Shortage Cost," Manufacturing & Service Operations Management, INFORMS, vol. 4(1), pages 44-54, June.
  83. Bretthauer, Kurt M. & Cote, Murray J., 1997. "Nonlinear programming for multiperiod capacity planning in a manufacturing system," European Journal of Operational Research, Elsevier, vol. 96(1), pages 167-179, January.
  84. Chand, Suresh & McClurg, Tim & Ward, Jim, 2000. "A model for parallel machine replacement with capacity expansion," European Journal of Operational Research, Elsevier, vol. 121(3), pages 519-531, March.
  85. Kwon Gi Mun & Yao Zhao & Raza Ali Rafique, 2021. "Designing Hydro Supply Chains for Energy, Food, and Flood," Manufacturing & Service Operations Management, INFORMS, vol. 23(2), pages 274-293, March.
  86. Julka, Nirupam & Baines, Tim & Tjahjono, Benny & Lendermann, Peter & Vitanov, Val, 2007. "A review of multi-factor capacity expansion models for manufacturing plants: Searching for a holistic decision aid," International Journal of Production Economics, Elsevier, vol. 106(2), pages 607-621, April.
  87. Verter, Vedat & Dasci, Abdullah, 2002. "The plant location and flexible technology acquisition problem," European Journal of Operational Research, Elsevier, vol. 136(2), pages 366-382, January.
  88. Alexandar Angelus & Evan L. Porteus, 2008. "An Asset Assembly Problem," Operations Research, INFORMS, vol. 56(3), pages 665-680, June.
  89. Mohammad Ebrahim Arbabian & Shi Chen & Kamran Moinzadeh, 2021. "Capacity Expansions with Bundled Supplies of Attributes: An Application to Server Procurement in Cloud Computing," Manufacturing & Service Operations Management, INFORMS, vol. 23(1), pages 191-209, 1-2.
  90. Jan A. Van Mieghem, 2003. "Commissioned Paper: Capacity Management, Investment, and Hedging: Review and Recent Developments," Manufacturing & Service Operations Management, INFORMS, vol. 5(4), pages 269-302, July.
  91. Xiuli Chao & Hong Chen & Shaohui Zheng, 2009. "Dynamic Capacity Expansion for a Service Firm with Capacity Deterioration and Supply Uncertainty," Operations Research, INFORMS, vol. 57(1), pages 82-93, February.
  92. Allman, Andrew & Zhang, Qi, 2020. "Dynamic location of modular manufacturing facilities with relocation of individual modules," European Journal of Operational Research, Elsevier, vol. 286(2), pages 494-507.
  93. Kai Huang & Shabbir Ahmed, 2009. "The Value of Multistage Stochastic Programming in Capacity Planning Under Uncertainty," Operations Research, INFORMS, vol. 57(4), pages 893-904, August.
  94. Botor, Benjamin & Böcker, Benjamin & Kallabis, Thomas & Weber, Christoph, 2021. "Information shocks and profitability risks for power plant investments – impacts of policy instruments," Energy Economics, Elsevier, vol. 102(C).
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