Víctor Blanco, Miguel A. Pozo, Justo Puerto, Alberto Torrejon
{"title":"Optimization-based computation and integration of ordered measures","authors":"Víctor Blanco, Miguel A. Pozo, Justo Puerto, Alberto Torrejon","doi":"10.1007/s10479-026-07314-7","DOIUrl":"10.1007/s10479-026-07314-7","url":null,"abstract":"<div><p>Ordered measures provide a powerful and flexible modeling paradigm, including a wide range of objectives such as fairness indices, risk and robustness criteria, among other aggregation operators. Despite their relevance, their integration into optimization models remains challenging, since ordering operations cannot be decoupled and must be embedded directly into the decision process. In this paper, a unified optimization framework is introduced for the computation and optimization of a broad class of ordered measures within a single algebraic structure. The proposed framework covers linear, quadratic, and nested ordered measures, yielding compact and strengthened mixed integer formulations that generalize many existing models. Structural properties and modeling trade-offs arising from different representations of ordering constraints are discussed. An extensive computational study is conducted to compare the alternative formulations. Finally, the versatility of the proposed framework is illustrated by integrating ordered measures into three representative optimization problems, namely robust scenario aggregation, Traveling Salesman Problem, and Weighted Set Covering Problem. These applications demonstrate how ordered measures can be systematically embedded into complex optimization models without ad hoc reformulations.</p></div>","PeriodicalId":8215,"journal":{"name":"Annals of Operations Research","volume":"364 3","pages":"2799 - 2834"},"PeriodicalIF":4.1,"publicationDate":"2026-06-29","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://link.springer.com/content/pdf/10.1007/s10479-026-07314-7.pdf","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"148965241","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Correction: Reliable two-stage location problem for mitigating flood impact on sustainable agricultural production and waste management","authors":"Trung Hieu Tran, Thu Ba T. Nguyen","doi":"10.1007/s10479-026-07334-3","DOIUrl":"10.1007/s10479-026-07334-3","url":null,"abstract":"","PeriodicalId":8215,"journal":{"name":"Annals of Operations Research","volume":"363 3","pages":"2479 - 2479"},"PeriodicalIF":4.1,"publicationDate":"2026-06-25","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://link.springer.com/content/pdf/10.1007/s10479-026-07334-3.pdf","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"148710297","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Reformulation and valid inequalities for the disrupted asset protection problem during an escaped wildfire","authors":"Quentin Peña, Mehdi Serairi, Aziz Moukrim","doi":"10.1007/s10479-026-07114-z","DOIUrl":"10.1007/s10479-026-07114-z","url":null,"abstract":"<div><p>During wildfires, community assets are at risk of being damaged or destroyed. Preventive actions can be carried out to protect these assets. The Asset Protection Problem (APP) aims at routing vehicles and teams in order to protect assets, under time windows and synchronization constraints. When a disruption occurs, vehicles need to be rerouted in order to take the consequences of the disruption into account. The disrupted version of the APP (D-APP) balances the maximization of the value of protected assets and the minimization of changes from the original routes. In this paper, we propose a reformulation of the original model together with several sets of problem-specific valid inequalities that rely on structural properties such as deviation, resources requirements and synchronization. We also show how these valid inequalities can be used for the mono-objective APP. Computational testing shows that we can solve instances of large sizes that were previously not consistently solved in the literature for D-APP, and highly reduce the time to obtain optimal solutions for small instances of APP. While exact resolution of very large instances remains out of reach, our contributions provide new structural insights and are a first step towards more scalable exact and heuristic methods for D-APP.</p></div>","PeriodicalId":8215,"journal":{"name":"Annals of Operations Research","volume":"363 3","pages":"2359 - 2385"},"PeriodicalIF":4.1,"publicationDate":"2026-06-25","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://link.springer.com/content/pdf/10.1007/s10479-026-07114-z.pdf","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"148710299","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Data envelopment analysis under hybrid uncertainty: a distributionally robust optimization and intuitionistic fuzzy modeling approach","authors":"Hashem Omrani, Raha Imanirad","doi":"10.1007/s10479-026-07304-9","DOIUrl":"10.1007/s10479-026-07304-9","url":null,"abstract":"<div><p>Traditional data envelopment analysis (DEA) models fail to adequately address uncertainty in inputs and outputs. In many real-world applications, uncertain quantitative and qualitative factors cannot be fully captured using a single traditional approach, such as stochastic optimization, robust optimization, or fuzzy programming, even when historical data are available. This study aims to develop a unified DEA-based framework capable of simultaneously addressing quantitative uncertainty from historical data and qualitative uncertainty expressed through linguistic evaluations. It integrates distributionally robust optimization (DRO) with interval-valued intuitionistic fuzzy sets (IVIFS) to capture different sources of uncertainty in a consistent framework. The DEA constraints are first categorized into quantitative and qualitative groups. For quantitative factors with historical data, we apply a Wasserstein metric-based DRO approach that does not require known probability distributions. For qualitative factors, we model the data using interval-valued intuitionistic fuzzy numbers and derive their corresponding deterministic equivalents. An important advantage of the proposed framework is that it does not require prior assumptions about probability distributions and can directly utilize observed data while preserving qualitative judgments. The resulting DRO-IVIFS-DEA model is nonlinear due to dual norm terms, but it can be reformulated as a linear program under norm-1 and norm-∞ settings, ensuring computational efficiency and practical applicability. A case study involving 35 suppliers of a home appliance manufacturer demonstrates the model’s effectiveness. Sensitivity analysis with respect to the Wasserstein ball radius confirms stable and robust performance under increasing uncertainty levels. Overall, the model offers a robust and flexible framework for performance evaluation in environments with complex, uncertain data.</p></div>","PeriodicalId":8215,"journal":{"name":"Annals of Operations Research","volume":"363 3","pages":"2319 - 2358"},"PeriodicalIF":4.1,"publicationDate":"2026-06-19","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"148710335","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":"Cardinal-ordinal inconsistency thresholds in discrete and continuous pairwise comparisons","authors":"Jiri Mazurek","doi":"10.1007/s10479-026-07311-w","DOIUrl":"10.1007/s10479-026-07311-w","url":null,"abstract":"<div><p>Pairwise comparisons (PCs) form a crucial part of many popular multiple-criteria decision-making methods designed to solve complex real-world problems. The aim of the paper is to investigate the relationship between cardinal and ordinal inconsistency in the multiplicative pairwise comparisons framework, both for discrete and continuous scales. In particular, the study focuses on thresholds of cardinal inconsistency (expressed by suitable triad based inconsistency indices: Koczkodaj’s index <i>KI</i>, the Peláez-Lamata index <i>PLI</i>, the triads geometric consistency index <i>T-GCI</i> and the Cavallo-d’Apuzzo <span>( I_{CD} )</span> index) such that below these thresholds a PC matrix has to be ordinally consistent. The thresholds above which a PC matrix has to be ordinally inconsistent are provided as well. In addition, estimates for Saaty’s index <i>CR</i> are also included. The derived thresholds enable a decision maker to quickly assess ordinal consistency without checking the transitivity of all triads contained in the matrix, thus enabling a fast check of rationality of judgments contained in a PC matrix.</p></div>","PeriodicalId":8215,"journal":{"name":"Annals of Operations Research","volume":"364 3","pages":"3177 - 3209"},"PeriodicalIF":4.1,"publicationDate":"2026-06-17","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://link.springer.com/content/pdf/10.1007/s10479-026-07311-w.pdf","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"148965320","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Pablo García Gómez, Juan José Palacios, Camino R. Vela, Inés González-Rodríguez
{"title":"Correction: Adaptive lexicographical optimization with vague goals in green fuzzy flexible job shop scheduling","authors":"Pablo García Gómez, Juan José Palacios, Camino R. Vela, Inés González-Rodríguez","doi":"10.1007/s10479-026-07319-2","DOIUrl":"10.1007/s10479-026-07319-2","url":null,"abstract":"","PeriodicalId":8215,"journal":{"name":"Annals of Operations Research","volume":"362 1-3","pages":"559 - 559"},"PeriodicalIF":4.1,"publicationDate":"2026-06-17","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://link.springer.com/content/pdf/10.1007/s10479-026-07319-2.pdf","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"148394754","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Hysteresis strategy for a M/M/1 retrial queue with a changeable service rate.","authors":"M. Bratiichuk","doi":"10.1007/s10479-026-07267-x","DOIUrl":"10.1007/s10479-026-07267-x","url":null,"abstract":"<div><p>The paper deals with a queueing system of the type <i>M</i>/<i>M</i>/1 with repeated calls and a state-dependent service rate in which the server is functioning under a hysteresis strategy. The existence condition and the formulae for ergodic distribution of the number of calls in the system are obtained.</p></div>","PeriodicalId":8215,"journal":{"name":"Annals of Operations Research","volume":"362 1-3","pages":"27 - 43"},"PeriodicalIF":4.1,"publicationDate":"2026-06-17","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://link.springer.com/content/pdf/10.1007/s10479-026-07267-x.pdf","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"148394903","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
{"title":"Finite mixture models for modeling football goal distributions","authors":"Artur Karimov, Aleksandr Koshkin, Denis Butusov","doi":"10.1007/s10479-026-07227-5","DOIUrl":"10.1007/s10479-026-07227-5","url":null,"abstract":"<div><p>The paper revisits popular models for football goal distribution modeling and proposes a new approach based on non-trivial finite mixture models (FMMs) that, to the best of our knowledge, have not yet been systematically applied in football modeling. To make sure that our results are valid, we assembled a novel large-scale dataset, significantly larger than those used in previous studies, and compared models using cross-validation, evaluating both in-sample Akaike Information Criterion (AIC) and out-of-sample negative log-loss (NLL). We analyzed both the marginal distribution of single-team goals and the joint distribution of the entire match result. We found that a two-component mixture of negative binomial distributions describes observed data better than other models in terms of both in-sample AIC and out-of-sample NLL. These findings may be extended to other discrete-scoring sports and align well with research on FMMs in other domains with heterogeneous and heavy-tailed distributions, such as insurance, cybersecurity, and environmental science.</p></div>","PeriodicalId":8215,"journal":{"name":"Annals of Operations Research","volume":"363 3","pages":"1991 - 2010"},"PeriodicalIF":4.1,"publicationDate":"2026-06-17","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"148710392","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":"Joint optimization of omni-channel distribution framing (replenishment, allocation, and fulfilment) under demand uncertainty","authors":"Shuangpeng Yang, Qiang Guo, Chao Liang","doi":"10.1007/s10479-026-07315-6","DOIUrl":"10.1007/s10479-026-07315-6","url":null,"abstract":"<div><p>This study focuses on the distribution operations problem encountered in the context of multiproduct, multiperiod sales under demand uncertainty in a capacitated retail network for omnichannel retailers (o-tailers). By implementing the <i>ship-from-store</i> strategy, all the stores within the network can fulfil orders across channels within inventory constraints with the aim of maximizing the o-tailer’s profit. At the beginning of each period, the o-tailer determines the replenishment quantity for each product at the DC and the allocation quantity from the DC to each store. At the end of each period, the o-tailer decides whether to fulfil realized online orders from the DC, specific stores, or both simultaneously. To address this problem, we developed a multiperiod stochastic model and employed a <i>linear decision rule</i> (LDR) approach, informed by strong duality theory, to adaptively determine the <i>replenishment</i>, <i>allocation</i>, and <i>fulfilment</i> quantities. The experimental results demonstrate that the LDR consistently generates high-quality solutions, including efficiency gaps less than 8.46% in comparison with the benchmark expected value given perfect information (EVPI) across various cases. Additionally, a sensitivity analysis confirms that omnichannel fulfilment remains beneficial for retailers across different parameter settings.</p></div>","PeriodicalId":8215,"journal":{"name":"Annals of Operations Research","volume":"365 1","pages":"37 - 70"},"PeriodicalIF":4.1,"publicationDate":"2026-06-17","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"149125593","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}
A. Mascareñas-Pazos, S. Lorenzo-Freire, J. M. Alonso-Meijide
{"title":"Beyond the Felsenthal index: a new power measure incorporating a priori unions","authors":"A. Mascareñas-Pazos, S. Lorenzo-Freire, J. M. Alonso-Meijide","doi":"10.1007/s10479-026-07302-x","DOIUrl":"10.1007/s10479-026-07302-x","url":null,"abstract":"<div><p>Within the domain of game theory, power indices are defined as functions that quantify the influence of individual participants in collective decision-making processes. Felsenthal proposed a power index with a focus on winning coalitions of least size, i.e., those coalitions that are capable of determining the final outcome and with the smallest number of players among all winning coalitions. However, the Felsenthal index overlooks preexisting affinities among the players, a common and impactful factor in real-world political and economic contexts. This paper introduces a new index based on Felsenthal’s approach, which integrates player affinities through an a priori union framework. The proposed index is rigorously characterised by two distinct sets of axiomatic properties. We demonstrate its practical utility by applying it to the International Monetary Fund’s voting system, revealing how strategic alliances significantly reshape power distributions. The index thus offers policy-makers a more sophisticated tool for measuring influence in complex decision-making scenarios.</p></div>","PeriodicalId":8215,"journal":{"name":"Annals of Operations Research","volume":"362 1-3","pages":"247 - 270"},"PeriodicalIF":4.1,"publicationDate":"2026-06-15","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://link.springer.com/content/pdf/10.1007/s10479-026-07302-x.pdf","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"148394904","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":3,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}