{"title":"一个可扩展的优化方法为公平的设施选址:方法和运输应用","authors":"Drew Horton , Joshua Murrell , Daphne Skipper , Emily Speakman , Tom Logan","doi":"10.1016/j.trb.2025.103319","DOIUrl":null,"url":null,"abstract":"<div><div>Efficient and equitable access to essential services, such as healthcare, food, and education, is an important goal in urban planning, public policy, and transport logistics. However, existing facility location models often do not scale well to large instances, or primarily focus on optimizing average accessibility, neglecting equity concerns, particularly for disadvantaged populations. This paper proposes a novel, scalable framework for equitable facility location, introducing a linearized proxy for the Kolm-Pollak Equally-Distributed Equivalent (EDE) metric to balance efficiency and fairness. Computational experiments demonstrate that our approach scales to extremely large problem instances, while being sensitive enough to account for inequity throughout the distribution, not merely via the maximum value. Moreover, optimal solutions represent significant improvements for the worst-off residents in terms of distance to an open amenity, while also attaining a near-optimal average experience for all users. An extensive real-world case study on supermarket access illustrates the practical applicability of the framework, with additional examples coming from polling applications. As such, the model is extended to handle real-world considerations such as capacity constraints, split demand assignments, and location-specific penalties. By bridging the gap between equity theory and practical optimization, this work offers a robust and versatile tool for researchers and practitioners in urban planning, transportation, and public policy.</div></div>","PeriodicalId":54418,"journal":{"name":"Transportation Research Part B-Methodological","volume":"201 ","pages":"Article 103319"},"PeriodicalIF":6.3000,"publicationDate":"2025-09-29","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":"{\"title\":\"A scalable optimization approach for equitable facility location: Methodology and transportation applications\",\"authors\":\"Drew Horton , Joshua Murrell , Daphne Skipper , Emily Speakman , Tom Logan\",\"doi\":\"10.1016/j.trb.2025.103319\",\"DOIUrl\":null,\"url\":null,\"abstract\":\"<div><div>Efficient and equitable access to essential services, such as healthcare, food, and education, is an important goal in urban planning, public policy, and transport logistics. However, existing facility location models often do not scale well to large instances, or primarily focus on optimizing average accessibility, neglecting equity concerns, particularly for disadvantaged populations. This paper proposes a novel, scalable framework for equitable facility location, introducing a linearized proxy for the Kolm-Pollak Equally-Distributed Equivalent (EDE) metric to balance efficiency and fairness. Computational experiments demonstrate that our approach scales to extremely large problem instances, while being sensitive enough to account for inequity throughout the distribution, not merely via the maximum value. Moreover, optimal solutions represent significant improvements for the worst-off residents in terms of distance to an open amenity, while also attaining a near-optimal average experience for all users. An extensive real-world case study on supermarket access illustrates the practical applicability of the framework, with additional examples coming from polling applications. As such, the model is extended to handle real-world considerations such as capacity constraints, split demand assignments, and location-specific penalties. By bridging the gap between equity theory and practical optimization, this work offers a robust and versatile tool for researchers and practitioners in urban planning, transportation, and public policy.</div></div>\",\"PeriodicalId\":54418,\"journal\":{\"name\":\"Transportation Research Part B-Methodological\",\"volume\":\"201 \",\"pages\":\"Article 103319\"},\"PeriodicalIF\":6.3000,\"publicationDate\":\"2025-09-29\",\"publicationTypes\":\"Journal Article\",\"fieldsOfStudy\":null,\"isOpenAccess\":false,\"openAccessPdf\":\"\",\"citationCount\":\"0\",\"resultStr\":null,\"platform\":\"Semanticscholar\",\"paperid\":null,\"PeriodicalName\":\"Transportation Research Part B-Methodological\",\"FirstCategoryId\":\"5\",\"ListUrlMain\":\"https://www.sciencedirect.com/science/article/pii/S0191261525001687\",\"RegionNum\":1,\"RegionCategory\":\"工程技术\",\"ArticlePicture\":[],\"TitleCN\":null,\"AbstractTextCN\":null,\"PMCID\":null,\"EPubDate\":\"\",\"PubModel\":\"\",\"JCR\":\"Q1\",\"JCRName\":\"ECONOMICS\",\"Score\":null,\"Total\":0}","platform":"Semanticscholar","paperid":null,"PeriodicalName":"Transportation Research Part B-Methodological","FirstCategoryId":"5","ListUrlMain":"https://www.sciencedirect.com/science/article/pii/S0191261525001687","RegionNum":1,"RegionCategory":"工程技术","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"Q1","JCRName":"ECONOMICS","Score":null,"Total":0}
A scalable optimization approach for equitable facility location: Methodology and transportation applications
Efficient and equitable access to essential services, such as healthcare, food, and education, is an important goal in urban planning, public policy, and transport logistics. However, existing facility location models often do not scale well to large instances, or primarily focus on optimizing average accessibility, neglecting equity concerns, particularly for disadvantaged populations. This paper proposes a novel, scalable framework for equitable facility location, introducing a linearized proxy for the Kolm-Pollak Equally-Distributed Equivalent (EDE) metric to balance efficiency and fairness. Computational experiments demonstrate that our approach scales to extremely large problem instances, while being sensitive enough to account for inequity throughout the distribution, not merely via the maximum value. Moreover, optimal solutions represent significant improvements for the worst-off residents in terms of distance to an open amenity, while also attaining a near-optimal average experience for all users. An extensive real-world case study on supermarket access illustrates the practical applicability of the framework, with additional examples coming from polling applications. As such, the model is extended to handle real-world considerations such as capacity constraints, split demand assignments, and location-specific penalties. By bridging the gap between equity theory and practical optimization, this work offers a robust and versatile tool for researchers and practitioners in urban planning, transportation, and public policy.
期刊介绍:
Transportation Research: Part B publishes papers on all methodological aspects of the subject, particularly those that require mathematical analysis. The general theme of the journal is the development and solution of problems that are adequately motivated to deal with important aspects of the design and/or analysis of transportation systems. Areas covered include: traffic flow; design and analysis of transportation networks; control and scheduling; optimization; queuing theory; logistics; supply chains; development and application of statistical, econometric and mathematical models to address transportation problems; cost models; pricing and/or investment; traveler or shipper behavior; cost-benefit methodologies.