Omega-international Journal of Management Science最新文献

{"title":"Optimization models and algorithms for sustainable crop planning and rotation: An arc flow formulation and a column generation approach","authors":"Mario Benini,&nbsp;Paolo Detti,&nbsp;Luca Nerozzi","doi":"10.1016/j.omega.2025.103320","DOIUrl":"10.1016/j.omega.2025.103320","url":null,"abstract":"<div><div>Sustainable agriculture is essential for ensuring long-term food security and environmental health, as it addresses key challenges such as resource depletion, biodiversity loss, and climate change. To promote the adoption of sustainable agricultural practices, several initiatives have been introduced, offering economic incentives in exchange for compliance with sustainability policies. However, these new environmental regulations add complexity to long-term crop planning, further increasing the challenges associated with resource management and crop rotation constraints. As a result, farmers require decision-support tools to help them optimize their crop planning strategies while meeting sustainability requirements. In this paper, we present decision models and algorithms designed to assist farmers in solving multi-period crop rotation planning problems with sustainability constraints. In this setting, both the yield and profitability of a crop depend on the sequence of previous crops grown on the same plot of land, and the objective is to maximize farmers’ total profit. To address this challenge, we propose an arc-flow Integer Linear Programming model and a matheuristic algorithm, based on column generation, to efficiently solve the problem. Additionally, we analyze the complexity of the pricing problems and introduce an optimal dynamic programming algorithm for a special case. We evaluate our approach through an extensive experimental study using real-world data from Italian farms and incorporating the sustainability regulations of the European Union’s Common Agricultural Policy. The numerical results demonstrate the effectiveness of our proposed methods in optimizing crop rotation planning while ensuring compliance with sustainability constraints.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"135 ","pages":"Article 103320"},"PeriodicalIF":6.7,"publicationDate":"2025-03-20","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143687863","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"Mechanism design for sharing critical medical resources in pandemic","authors":"Nifei Lin ,&nbsp;Xin Yun ,&nbsp;L. Jeff Hong","doi":"10.1016/j.omega.2025.103318","DOIUrl":"10.1016/j.omega.2025.103318","url":null,"abstract":"<div><div>Maintaining a sufficient national stockpile of critical medical resources and optimizing their strategic allocation across regions are essential for managing public health crises in any country during pandemics. Challenges arise from the unsustainability of stockpiles of critical medical resources and the deep uncertainty surrounding pandemics. This paper redesigns the inventory logic of critical medical resources by proposing a resource-sharing incentive mechanism to alleviate long-term supply chain pressures. Following the concept of risk pooling through inventory sharing, the mechanism encourages local governments to contribute their excess stockpiles to a centralized repository, managed and reallocated by the federal government according to established guidelines. Using the ventilator shortage during COVID-19 as a case study, we develop a model that captures the stochastic nature of pandemic trends over time and design a game model between national and local governments. Assuming specific pandemic trends, we demonstrate that the proposed incentive mechanism makes sharing ventilators a dominant strategy, significantly reducing total medical resource deficits. Furthermore, we validate the mechanism’s efficiency through simulations of more complex pandemic scenarios. Both theoretical and numerical analyses emphasize the importance of maintaining a minimum national stockpile as a strategic reserve and underscore the necessity of robust supply chain management.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"135 ","pages":"Article 103318"},"PeriodicalIF":6.7,"publicationDate":"2025-03-20","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143706264","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"Supply chain viability by integrating R-imperatives, product development, and design decisions: A stochastic programming framework","authors":"Sobhan Mostafayi Darmian ,&nbsp;Fabio Sgarbossa ,&nbsp;Mohammad Fattahi ,&nbsp;Juan Pablo Morande","doi":"10.1016/j.omega.2025.103317","DOIUrl":"10.1016/j.omega.2025.103317","url":null,"abstract":"<div><div>This study focuses on operationalizing R-imperatives by integrating product development and design decisions in supply chains (SC) facing disruptive events. This approach leads to viable SCs that are sustainable, resilient to disruptions, adaptable to ongoing changes, and enhance circularity. We use a stochastic programming approach to propose this new planning framework. To measure SC resilience, we consider the operational cost increase during the recovery period following a potential disruption. Additionally, flexibility in product configuration after disruptions is introduced as a new contingency strategy in this study. Motivated by two European companies involved in a circular manufacturing initiative in Norway, we define disruption scenarios and assess the effectiveness of our framework. Our results show that SCs can improve both economically and in terms of circularity when R-imperatives, product development, and design decisions are integrated. Furthermore, under disruption events, SC resilience improves on average by 4.28 % and 5.07 % in these two case studies. We also highlight that budget savings from this approach can range between 2 % to 10 % when a SC adapts to increased demand.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"136 ","pages":"Article 103317"},"PeriodicalIF":6.7,"publicationDate":"2025-03-15","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143746222","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"Levying carbon tariffs considering foreign competition and technology choice","authors":"Jiawen Hua ,&nbsp;Jun Lin ,&nbsp;Kai Wang ,&nbsp;Yanjun Qian","doi":"10.1016/j.omega.2025.103321","DOIUrl":"10.1016/j.omega.2025.103321","url":null,"abstract":"<div><div>Firms operating in regions with strict carbon regulations often face foreign competition from exports in regions with laxer regulations. Carbon tariffs, taxes imposed on imported goods, significantly affect these firms’ technology choices and production. This study evaluates the efficiency of three prevalent carbon tariffs: the default low/high-pollution tariff and the nondefault tariff. The former is levied based on default green/existing technology, while the latter is based on firms' actual applied technology. We investigate the equilibrium decisions made by domestic and offshore firms regarding technology and production given the carbon tariffs established by the domestic government. The carbon tariffs are evaluated in terms of green technology incentivization, market share retainment, and total greenhouse gas (GHG) emissions reduction. Moreover, social welfare, a composite indicator of concern to policymakers, is considered so that a social maximum can be achieved. Our findings reveal that although the imposition of carbon tariffs incentivizes domestic firms to utilize green technology, it can disincentivize offshore firms from doing so. In terms of market share retainment and total GHG emissions reduction, the default high-pollution tariff performs at least as well as the default low-pollution tariff and the nondefault tariff. Moreover, for policymakers with the objective of social welfare maximization, it is not always optimal to impose carbon tariffs as carbon tariffs can fail to improve social welfare. Further, when the imposition of carbon tariffs improves social welfare, it is the default high-pollution tariff that improves the most.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"135 ","pages":"Article 103321"},"PeriodicalIF":6.7,"publicationDate":"2025-03-13","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143644784","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"Resilience Assessment of Supply Chain Networks Considering Continuously Varying Sates of Firms in Ripple Effect: A Comprehensive and Dynamic Operational-Structural Analysis","authors":"Caibo Zhou ,&nbsp;Wenyan Song ,&nbsp;Huiwen Wang ,&nbsp;Lihong Wang","doi":"10.1016/j.omega.2025.103322","DOIUrl":"10.1016/j.omega.2025.103322","url":null,"abstract":"<div><div>This study aims to develop a comprehensive assessment approach for supply chain network resilience from structural and operational perspectives in the presence of ripple effect, i.e., localized disruptions due to risk events can propagate rapidly within the network, leading to large-scale failure. The existing assessment works have two non-negligible problems. The first one is neglecting the continuous change of firms’ operation capacities and corresponding multiple states during disruption propagation. Another one is the lack of dynamic modeling of network-level operational resilience. These problems make previous studies fall short of the realistic scenario and cannot comprehensively assess the resilience of supply chain networks. This paper models the continuously changing operational capacities of firms and the corresponding multiple states transition relationship, which provides a more realistic and finer-grained portrayal of disruption propagation in supply chain networks, and serves as a foundation for accurately assessing performance changes of supply chain networks. This study also quantifies the dynamic changes in network-level operational performance based on viable supply chain theory by maximizing the total units delivered flow, enabling a more accurate and comprehensive assessment of operational resilience. Based on the results of large-scale simulation experiments and a real-world case study of Apple's supply chain network, we comprehensively analyzed how resilience factors including network type, network structure and firm risk capabilities influence different dimensions of supply chain network resilience. Based on our findings, we summarize several important managerial implications and provide suggestions for decision-making.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"135 ","pages":"Article 103322"},"PeriodicalIF":6.7,"publicationDate":"2025-03-13","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143687862","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"Paying social costs to gain discounts: Is it beneficial for you?","authors":"Dong Liang ,&nbsp;Shuyuan Zhu ,&nbsp;Jinxing Xie ,&nbsp;Wanshan Zhu ,&nbsp;Xiaobo Zhao","doi":"10.1016/j.omega.2025.103307","DOIUrl":"10.1016/j.omega.2025.103307","url":null,"abstract":"<div><div>We study two prevalent business strategies: collective buying and referral reward strategies, leveraging social interactions among consumers to incentivize purchases through discounts or rewards. Consumers exhibit heterogeneity in their awareness of the product. Aware consumers pursue discounts or rewards by inviting their peers, which can increase the unaware peers’ valuation of this product. In the collective buying strategy, the retailer determines both individual purchase prices and collective buying discounts. Consumers have the option to make individual purchases or form groups. The final demand is contingent on the equilibrium of a Nash game, in which consumers form groups through invitations. In equilibrium, the optimal collective buying strategy proves to be more profitable than the posted price strategy (where consumers can only purchase individually) when the social cost of inviting is moderate, the fraction of aware consumers is not overly large, and the additional value is not negligible. Notably, the lowest collective buying discount arises when the social cost, the fraction of aware consumers, and the additional value are all at moderate levels. In the referral reward strategy, the retailer determines both individual purchase prices and rewards for successful recommendations. We derive the optimal referral reward strategy and further scrutinize the optimal retail strategy by comparing the posted price strategy, collective buying strategy, and referral reward strategy. Our comprehensive analysis reveals non-monotonic shifts in the optimal retail strategy as various parameters change, some of which appear to be novel and unreported in the existing literature. Finally, we extend our collective-buying model to address a scenario where the social cost and consumers’ valuations are continuous.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"135 ","pages":"Article 103307"},"PeriodicalIF":6.7,"publicationDate":"2025-03-11","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143637756","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"Lean operations and firm resilience - contrasting effects of COVID-19 and economic recession","authors":"Nagihan Çömez-Dolgan ,&nbsp;Başak Tanyeri-Günsür ,&nbsp;Feng Mai ,&nbsp;Xuying Zhao ,&nbsp;Sarv Devaraj","doi":"10.1016/j.omega.2025.103308","DOIUrl":"10.1016/j.omega.2025.103308","url":null,"abstract":"<div><div>In recent times, there has been a call in the Operations Management discipline to study the effect of operations strategies during pandemics. Firms adopt various strategies to sustain their competitiveness and reduce the likelihood of financial distress. Operating lean is one of these strategies to achieve sustainable efficiency and success. However, there is little empirical evidence on whether lean is an effective strategy for reducing future financial distress and remaining resilient and viable. In this study, we examine if a firm's operational leanness along three dimensions – inventory, property/plant/equipment (PPE), and supply chain – impacts the probability of future financial distress and if the effects from these dimensions are substitutable. An equally interesting and related question is whether and how this relationship is affected by challenging macroeconomic times that cause shocks to the supply chain. Specifically, we study the contextual effect of 2020 COVID-19 and also the 2001 and 2008 economic recessions. Our results address the impact of operating lean as well as highlight the differential effects of the pandemic and the economic recession on the relationship between operational leanness and the likelihood of financial distress.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"135 ","pages":"Article 103308"},"PeriodicalIF":6.7,"publicationDate":"2025-03-10","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143636685","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"When and how to introduce live streaming for video game? Consumers’ trade-off between buying and watching","authors":"Lingyu Qiao,&nbsp;Wansheng Tang,&nbsp;Guangwei Hao,&nbsp;Yi Xia,&nbsp;Jianxiong Zhang","doi":"10.1016/j.omega.2025.103306","DOIUrl":"10.1016/j.omega.2025.103306","url":null,"abstract":"<div><div>Video game industry has developed as a significant sector of entertainment, with game providers now exploring new business opportunities as the industry matures. Among them, the emerging trend of live streaming has captured considerable attention. However, the interaction between video game and video game live streaming forms a nuanced relationship of coopetition — live streaming expands the market while cannibalizes it, which has sparked numerous debates on game providers’ motivation to introduce live streaming. In this paper, leveraging a sequential game-theoretic model in which there is one game provider and one livestreamer that consumers can experience the game by purchasing it or watching live streaming, we study the game provider’s live streaming introduction and revenue sharing decisions and their impact on the profitability of the game provider and the livestreamer. In contrast to the finding of prior research that live streaming always benefits the game provider, our study reveals that the game provider may not introduce live streaming when her initial informed consumer base is large. However, revenue sharing mechanisms, including the game provider sharing revenue and the livestreamer sharing revenue, can effectively increase the game provider’s profitability, inducing her to introduce live streaming. And both the revenue sharing mechanisms under their specific conditions would become the game provider’s optimal choice. Interestingly, different from prior research examining coopetition within supply chain management, we find that the game provider can benefit from giving up her whole market share in the sales channel with the livestreamer sharing revenue. This outcome highlights the experiential nature of video game products. Furthermore, both mechanisms may lead to win–win situation for the game provider and the livestreamer.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"135 ","pages":"Article 103306"},"PeriodicalIF":6.7,"publicationDate":"2025-03-05","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143644709","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"Deployment and pricing strategies for different generations of battery swap stations","authors":"Yudi Zhang ,&nbsp;Bangdong Zhi ,&nbsp;Xiaojun Wang ,&nbsp;Yang Shen","doi":"10.1016/j.omega.2025.103302","DOIUrl":"10.1016/j.omega.2025.103302","url":null,"abstract":"<div><div>With an acceleration of electric vehicle uptake, battery swapping services, which offer quicker energy replenishment than plug-in charging services, are becoming increasingly vital. However, the mass adoption of battery swapping services relies heavily on the establishment of adequate energy replenishment infrastructure to address customer concerns regarding travel costs, service availability, and waiting time. In this study, we explore the optimal deployment strategy for different generations of battery swap stations, where the battery swapping service provider has two options: an <em>incremental deployment strategy</em>, which involves constructing more current-generation stations over next-generation ones to achieve early expansion, or a <em>leapfrog deployment strategy</em>, which prioritizes building more next-generation stations on top of current ones to facilitate late expansion. Our results illustrate a two-sided network effect, (i.e., <em>service-to-user effect</em> and <em>user-to-service effect</em>), where increasing the number of current-generation stations can incentivize the deployment of next-generation stations. This cycle is referred to as forward infrastructure momentum. We also demonstrate a <em>backward infrastructure momentum</em>, indicating that the deployment of next-generation stations can also create momentum for the early establishment of current-generation stations, but this occurs if and only if the service provider is more strategic. Our research provides valuable insights for managers on pricing and deployment of next-generation stations. For instance, technological improvements could decelerate the pace at which service providers deploy next-generation battery swap stations. Continuous improvements in service speed offered by next-generation stations might motivate the service provider to prioritize immediate expansion by constructing more current-generation stations to leverage the user-to-service network effect to achieve profit-maximization. Such an expansion allows them to attract more demand with higher service price.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"134 ","pages":"Article 103302"},"PeriodicalIF":6.7,"publicationDate":"2025-02-25","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143512014","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"Managing equitable contagious disease testing: A mathematical model for resource optimization","authors":"Peiman Ghasemi ,&nbsp;Jan Fabian Ehmke ,&nbsp;Martin Bicher","doi":"10.1016/j.omega.2025.103305","DOIUrl":"10.1016/j.omega.2025.103305","url":null,"abstract":"<div><div>All nations in the world were under tremendous economic and logistical strain as a result of the advent of COVID-19. Early in the epidemic, getting COVID-19 diagnostic tests was a significant difficulty. Furthermore, logistical challenges arose from the restricted transportation infrastructure and disruptions in international supply chains in the distribution of these testing kits. In the face of such obstacles, it is critical to give patients' needs top priority in order to provide fair access to testing. In order to manage contagious disease testing, this work proposes a bi-objective and multi-period mathematical model with an emphasis on mobile tester route plans and testing resource allocation. In order to optimize patient scores and reduce the likelihood of patients going untreated, the suggested team orienteering model takes into account issues like resource limitations, geographic clustering, and testing capacity limitations. To this aim, we present a comparison between quarantine and non-quarantine scenarios, introduce an equitable categorization based on disease backgrounds into “standard” and “risky” groups, and cluster geographical locations according to average age and contact rate. We use a Multi-Objective Variable Neighborhood Search (MOVNS) and a Non-Dominated Sorting Genetic Algorithm II (NSGA-II) to solve our problem. Due to the superiority of MOVNS, it is applied to a case study in Vienna, Austria. The results demonstrate that, over the course of several weeks, the average number of unserved risky patients in the prioritizing scenario is consistently lower than the usual number of patients. In the absence of prioritization, the average number of high-risk patients who remain untreated rises sharply and exceeds that of regular patients, though. Furthermore, it is clear that waiting times are greatly impacted by demand volume when comparing scenarios with and without quarantine.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"135 ","pages":"Article 103305"},"PeriodicalIF":6.7,"publicationDate":"2025-02-25","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"143548627","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}