{"title":"Multitimescale Incentive-Based Demand Response Scheduling Models","authors":"Kaikai Zhou;Li Ding;Xin Li","doi":"10.1109/TEM.2025.3598292","DOIUrl":"https://doi.org/10.1109/TEM.2025.3598292","url":null,"abstract":"Incentive-based demand response (IBDR) enhances grid stability, lowers carbon emissions, and optimizes economic returns. However, effectively scheduling IBDR resources is challenging due to uncertainties in user response, especially in large-scale real-time electricity markets. To address this issue, we propose a multitimescale scheduling model grounded in Stackelberg game theory, combining hourly level optimization with a minute-level dynamic incentive adjustment mechanism. This framework leverages the sample average approximation algorithm to manage user response uncertainty. It employs a two-stage variable-step-size privacy-preserving algorithm to balance computational efficiency with data privacy. Numerical simulations show that our approach significantly reduces power deviations by up to 74.98% in certain cases compared to fixed-incentive schemes and cuts optimization times. These findings underscore the importance of modeling uncertainty scenarios (with around 50 scenarios providing an optimal tradeoff) and demonstrate hierarchical decision making’s benefits for grid operators and load aggregators. For engineering managers and policymakers, our results offer actionable strategies for fine-tuning incentive structures, ensuring robust system performance, and supporting large-scale real-time demand response implementations. The proposed model provides a practical pathway to more stable and cost-effective smart grid operations by integrating long-term planning with real-time control.","PeriodicalId":55009,"journal":{"name":"IEEE Transactions on Engineering Management","volume":"72 ","pages":"3528-3541"},"PeriodicalIF":5.2,"publicationDate":"2025-08-13","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144904856","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Celina Toscano Hernandez;Francesco Paolo Appio;Federico Platania
{"title":"Blockchain Innovation for Sustainability: Unraveling Its Market Impact Through Public Attention and Financial Performance","authors":"Celina Toscano Hernandez;Francesco Paolo Appio;Federico Platania","doi":"10.1109/TEM.2025.3598382","DOIUrl":"https://doi.org/10.1109/TEM.2025.3598382","url":null,"abstract":"This study investigates the dynamic interplay between blockchain innovation, public attention, and financial performance, with a focus on sustainability applications. Using a state-space model and the Kalman filter, it analyzes data from blockchain-related patents and Google Trends to assess their influence on the excess returns of blockchain-focused exchange-traded funds (ETFs). The findings highlight that innovation activity significantly enhances financial performance, underscoring blockchain’s role as a general-purpose technology with transformative sustainability potential. Public attention, measured through search interest, independently drives investor sentiment and market outcomes, while the interaction between innovation and public attention does not exhibit significant synergistic effects, suggesting distinct channels of influence. This study contributes to the growing stream of literature in sustainable finance, innovation management, and behavioral finance by introducing a real-time measure of blockchain innovation for sustainability into an asset pricing model, by showing that patent activity and public attention operate as separate predictors of financial returns, and by advancing methodological practice through the use of a state-space approach to capture latent innovation dynamics. The findings suggest actionable strategies: investors can track patent-based innovation and search trends as early signals of thematic-ETF performance; industry leaders can align blockchain projects with sustainability goals to unlock valuation gains; and policymakers can foster environmental, social, and governance innovation ecosystems by encouraging transparent patent disclosure and public awareness.","PeriodicalId":55009,"journal":{"name":"IEEE Transactions on Engineering Management","volume":"72 ","pages":"3688-3703"},"PeriodicalIF":5.2,"publicationDate":"2025-08-13","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145005519","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Unveiling Collective Value Creation Behavior in Public Projects: The Stakeholder Value Network Approach","authors":"Wujuan Zhai;Zheng Hu;Yan Ning;Ning Sun","doi":"10.1109/TEM.2025.3598492","DOIUrl":"https://doi.org/10.1109/TEM.2025.3598492","url":null,"abstract":"Public project value creation relies on the collective action of multiple stakeholders. This research aims to explore and enhance collective value creation behavior within stakeholder networks in public projects. A mixed-methods approach was employed, combining 60 interviews and 154 questionnaires. By integrating collective action theory with the stakeholder value network, the study identifies four types of collective value creation behaviors during interactions: compliance, cooperation, dedication, and relationship maintenance. Furthermore, high-score interaction cycles were identified from a multiple-stakeholder network perspective, including the project owner, project manager, government, designer, contractor, supervisor, and the public. This study thus contributes to the project management and stakeholder management literature by exploring collective value creation behaviors and stakeholder interactions. The results provide guidance for stakeholders in realizing high-value outcomes in public projects.","PeriodicalId":55009,"journal":{"name":"IEEE Transactions on Engineering Management","volume":"72 ","pages":"3720-3734"},"PeriodicalIF":5.2,"publicationDate":"2025-08-13","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145021145","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Life Cycle Prediction: A Comparison of Methods for a Lighting Products Retailer","authors":"Emel Aktas;Fahimeh Chomachaei;Davood Golmohammadi","doi":"10.1109/TEM.2025.3597475","DOIUrl":"https://doi.org/10.1109/TEM.2025.3597475","url":null,"abstract":"Product life cycle (PLC) prediction is one of the most challenging yet critically important aspects of supply chain management. Lost sales and excess inventory costs arise when there is a mismatch between demand and supply, especially at the beginning of a product’s life cycle when a new product is launched. Our proposed framework contributes to the application of decision-support systems in the prediction of PLCs of new products. In this study, we fit piecewise-linear curves, <italic>n</i>th order polynomial curves, and Bass diffusion curves for PLC prediction and compare their effectiveness using real data from a retailer specializing in lighting products. We estimate the PLCs of 2 615 lighting products using these models and select the best-fit curve to predict their PLCs. We also develop an algorithm to address challenges posed by imbalanced datasets and apply it in neural networks for predictive modeling to determine a product’s PLC stage, demand class, and stocking decisions. The findings show that fourth-order polynomial curves can accurately predict the PLCs of 63% of the products. Bass diffusion curves emerge as the second-best performer. Our approach can be generalized to other products in other industries, and it can effectively guide end-of-life inventory decisions.","PeriodicalId":55009,"journal":{"name":"IEEE Transactions on Engineering Management","volume":"72 ","pages":"3584-3598"},"PeriodicalIF":5.2,"publicationDate":"2025-08-11","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144914104","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Exploring the Process of Manufacturing Change Management","authors":"Tyson R. Browning;Jonas Koch","doi":"10.1109/TEM.2025.3597572","DOIUrl":"https://doi.org/10.1109/TEM.2025.3597572","url":null,"abstract":"Manufacturing systems undergo frequent changes that are challenging to manage, yet little formal theory exists to guide <italic>manufacturing change</i> (MC) <italic>management</i> (MCM), making it a vital area to explore. MCM requires a set of activities that must be planned and coordinated as a process. We studied the related literature (such as that on engineering change management) and, at three mature firms, empirically modeled the activities for managing MCs, the way these activities were organized and coordinated, and other process characteristics. Surprisingly, the firms struggled with effective MCM (and even with describing their own MCM practices), which turned out to be more complex than most managers expected. Exposing the complex system of work underlying the MCM process illuminated useful insights and prompted further questions, especially regarding MCM process content, specification, integration, and customization. In each of these areas, we unpack theoretical implications and key questions for further research, many pertaining to the appropriate resources that managers should invest in MCM. We also synthesize a generalized MCM process framework to serve as both a theoretical proposal and a best practice. Overall, this work provides a foundation for further research in an important, understudied area.","PeriodicalId":55009,"journal":{"name":"IEEE Transactions on Engineering Management","volume":"72 ","pages":"3599-3620"},"PeriodicalIF":5.2,"publicationDate":"2025-08-11","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144918160","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"TransCubating Technology: A Novel Approach to Identify a Core Technology Using Patent Transfer History","authors":"Jinhong Kim;Youngjung Geum","doi":"10.1109/TEM.2025.3596602","DOIUrl":"https://doi.org/10.1109/TEM.2025.3596602","url":null,"abstract":"The identification of core technologies has long been considered as a prominent task for governments and firms. Patent-based approach has been common for identifying core technologies, with the use of numerous patent indicators. This study suggests a concept of <italic>TransCubating technology</i> which considers both patent-based indicators: transfer power and incubating power. The transfer power refers to the number of patent transfer associated with a given patent, while incubating power denotes the capability of a patent to foster follow-on innovation by new assignees. By mapping patents onto a two-dimensional matrix based on these two indicators, we visualize and analyze the distribution of <italic>TransCubating technology</i> patents. This analysis uncovers diverse patterns of patent transfer, suggesting that such transfers function not only as mechanisms for knowledge diffusion but also as strategic instruments leveraged by firms to pursue various business objectives. Ultimately, the findings of this study contribute to a more comprehensive understanding of patent transfer by extending the discussion beyond the purely technological domain.","PeriodicalId":55009,"journal":{"name":"IEEE Transactions on Engineering Management","volume":"72 ","pages":"3383-3396"},"PeriodicalIF":5.2,"publicationDate":"2025-08-11","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144887837","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Fadillah Ramadhan;Chandra Ade Irawan;Antony Paulraj;Zhao Cai
{"title":"A Bi-Objective Truck Traveling Salesman Problem With Drone and Boat Considering an Equity-Based Perspective in Disaster Relief Distribution","authors":"Fadillah Ramadhan;Chandra Ade Irawan;Antony Paulraj;Zhao Cai","doi":"10.1109/TEM.2025.3597937","DOIUrl":"https://doi.org/10.1109/TEM.2025.3597937","url":null,"abstract":"The distribution of disaster relief is a vital aspect of disaster response, which can reduce victim suffering during the postdisaster phase. Disaster relief distribution is a complex process, especially if available road access is damaged or blocked as a result of a disaster, such as a flood. Using trucks, drones, and inflatable boats can solve this problem efficiently because drones and boats can access shelter locations that are difficult to serve by conventional vehicles like trucks. However, efficient distribution does not guarantee that the distribution process will be fair, considering that humanitarian logistics focuses more on social aspects, such as equity, which differs from other types of logistics. Therefore, this study aims to develop equity-based bi-objective models for the truck-drone-boat routing problem, referred to as the bi-objective traveling salesman problem with drone and boat. Novel nonlinear and linear models for the truck-drone-boat routing problems are developed. This study also proposes a matheuristic-based method by combining an exact method and a heuristic, called an <inline-formula><tex-math>$varepsilon$</tex-math></inline-formula>-constraint with a dynamic hill climbing-based method (EC-DHC) to solve the problem. The computational results of the case study and the generated datasets show that the method produces promising results, followed by providing valuable managerial implications for handling the flood disaster relief distribution problem.","PeriodicalId":55009,"journal":{"name":"IEEE Transactions on Engineering Management","volume":"72 ","pages":"3704-3719"},"PeriodicalIF":5.2,"publicationDate":"2025-08-11","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145011318","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Governance of Smart Service Social Responsibility: A Systematic Literature Review","authors":"Haonan Nan;Jiawei Lin;Ziyuan Xia;Saixing Zeng","doi":"10.1109/TEM.2025.3597053","DOIUrl":"https://doi.org/10.1109/TEM.2025.3597053","url":null,"abstract":"Smart technologies are reshaping service operations across sectors while raising critical concerns related to privacy, fairness, and accountability. Given the complexity of risks arising from interactions among diverse service agents, effective governance demands a holistic understanding of how responsibility is generated and managed within smart service ecosystems. To address these dynamics, we conduct a systematic literature review in order to establish a foundational understanding of smart service social responsibility (SSSR). We propose a novel “I-D-G” (identify-deconstruct-govern) framework, providing an integrated lens through which to analyze responsibility emergence, attribution, and governance in multiagent systems. Our review identifies key dimensions of responsibility, clarifies the roles and interactions of agents, and synthesizes governance practices along three pathways: technological governance, institutional regulation, and multiparty supervision. This study advances the literature on service, operations, and engineering management by offering a structured framework with which to enhance social responsibility and collaborative governance in smart service operations. Finally, we propose several future research directions to strengthen the adaptive and effective governance of SSSR from both theoretical and practical perspectives.","PeriodicalId":55009,"journal":{"name":"IEEE Transactions on Engineering Management","volume":"72 ","pages":"3365-3382"},"PeriodicalIF":5.2,"publicationDate":"2025-08-08","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144887762","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Essential Skills for Lean Six Sigma 4.0 Implementation: Insights From a TOE-Based Mixed-Method Analysis","authors":"G. Citybabu;S. Yamini","doi":"10.1109/TEM.2025.3597131","DOIUrl":"https://doi.org/10.1109/TEM.2025.3597131","url":null,"abstract":"This study aims to identify the essential skills required for successful Lean Six Sigma (LSS) implementation within an Industry 4.0 environment. In addition, the study adopts a technology-organization-environment (TOE) framework to examine the relationship between these identified skills and the overall effectiveness of Lean Six Sigma 4.0 (LSS 4.0) initiatives. Organizations can optimize their LSS 4.0 adoption strategies by understanding these essential skills. The study uses an exploratory sequential mixed-method design. In phase one, qualitative methods (literature review, survey, and interviews) were used to identify essential skills. In phase two, a quantitative approach (structural equation modelling with a sample of 263) is employed to examine the relationship between these identified skills and LSS 4.0 adoption. This study identified 15 essential skills critical for successful LSS 4.0 adoption. Also, the study utilized combined partial least squares-structural equation modeling (SEM) and artificial neural network (ANN) to examine the relationship and impact of skillsets on LSS 4.0 adoption. The study’s findings reveal that leadership skills and work–life balance significantly impact LSS 4.0 implementation. Utilizing the significant predictors identified by SEM, the developed ANN model effectively predicts the skillset required for LSS 4.0 adoption with an accuracy rate of 71.5% . The TOE perspective provides valuable insights for organizations to prioritize skill development before embarking on LSS 4.0 initiatives. To the best of the literature, this is one of the first studies to address the skill requirements for LSS 4.0 implementation.","PeriodicalId":55009,"journal":{"name":"IEEE Transactions on Engineering Management","volume":"72 ","pages":"4067-4078"},"PeriodicalIF":5.2,"publicationDate":"2025-08-08","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145255925","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Dynamic Centralized Public R&D Project Portfolio Selection","authors":"Hongbo Li;Rui Chen;Mingxuan Kong;Xianchao Zhang","doi":"10.1109/TEM.2025.3596832","DOIUrl":"https://doi.org/10.1109/TEM.2025.3596832","url":null,"abstract":"Many public funding agencies adopt the one-stage call-based mode to select R&D projects. The funding decision-making in this mode is characterized by two primary features: 1) it is static, meaning that decision-makers solely concentrate on projects submitted within the current call, and 2) it is decentralized, indicating that funding decisions are made independently across diverse sectors/disciplines. As a result, the administrative burden on funding agencies is reduced. However, due to the budget constraint, the funding agencies may fail to fund better projects that emerge in future calls or appear in other sectors/disciplines. Therefore, we investigate whether a better project portfolio can be achieved by selecting public R&D projects in a dynamic and centralized manner. We formulate a Markov decision process (MDP) model for the dynamic centralized public R&D project portfolio selection problem. We develop an approximate dynamic programming (ADP) approach that combines learning-based Monte Carlo simulation and a two-stage rollout algorithm to efficiently solve the MDP model. Based on extensive computational experiments, we compare our ADP approach with a threshold heuristic that is representative of the static and decentralized funding mode, as well as two baseline algorithms. The results indicate that our ADP approach is effective, and it is beneficial to adopt the dynamic centralized decision-making mode in public R&D project portfolio selection. We also investigate our ADP approach utilizing a case study based on real-world data from the National Natural Science Foundation of China. Our ADP approach can be integrated into the decision support systems of funding agencies, enabling automated, dynamic, and centralized selection of public R&D projects.","PeriodicalId":55009,"journal":{"name":"IEEE Transactions on Engineering Management","volume":"72 ","pages":"3542-3558"},"PeriodicalIF":5.2,"publicationDate":"2025-08-07","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144909192","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}