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Development and challenges of planning and scheduling for petroleum and petrochemical production

Fupei LI, Minglei YANG, Wenli DU, Xin DAI

《工程管理前沿（英文）》 2020年 第7卷 第3期   页码 373-383 doi: 10.1007/s42524-020-0123-3

摘要： Production planning and scheduling are becoming the core of production management, which support the decision of a petrochemical company. The optimization of production planning and scheduling is attempted by every refinery because it gains additional profit and stabilizes the daily production. The optimization problem considered in industry and academic research is of different levels of realism and complexity, thus increasing the gap. Operation research with mathematical programming is a conventional approach used to address the planning and scheduling problem. Additionally, modeling the processes, objectives, and constraints and developing the optimization algorithms are significant for industry and research. This paper introduces the perspective of production planning and scheduling from the development viewpoint.

关键词： planning and scheduling     optimization     modeling    

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Enterprise-wide optimization of integrated planning and scheduling for refinery-petrochemical complex

《化学科学与工程前沿（英文）》 2023年 第17卷 第10期   页码 1516-1532 doi: 10.1007/s11705-022-2283-7

摘要： This paper focuses on the integrated problem of long-term planning and short-term scheduling in a large-scale refinery-petrochemical complex, and considers the overall manufacturing process from the upstream refinery to the downstream petrochemical site. Different time scales are incorporated from the planning and scheduling subproblems. At the end of each discrete time period, additional constraints are imposed to ensure material balance between different time scales. Discrete time representation is applied to the planning subproblem, while continuous time is applied to the scheduling of ethylene cracking and polymerization processes in the petrochemical site. An enterprise-wide mathematical model is formulated through mixed integer nonlinear programming. To solve the problem efficiently, a heuristic algorithm combined with a convolutional neural network (CNN), is proposed. Binary variables are used as the CNN input, leading to the integration of a data-driven approach and classical optimization by which a heuristic algorithm is established. The results do not only illustrate the detailed operations in a refinery and petrochemical complex under planning and scheduling, but also confirm the high efficiency of the proposed algorithm for solving large-scale problems.

关键词： planning     scheduling     refinery-petrochemical     convolutional neural network     heuristic algorithm    

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Airline planning and scheduling: Models and solution methodologies

Lei ZHOU, Zhe LIANG, Chun-An CHOU, Wanpracha Art CHAOVALITWONGSE

《工程管理前沿（英文）》 2020年 第7卷 第1期   页码 1-26 doi: 10.1007/s42524-020-0093-5

摘要： The airline industry is a representative industry with high cost and low profitability. Therefore, airlines should carefully plan their schedules to ensure that overall profit is maximized. We review the literature on airline planning and scheduling and focus on mathematical formulations and solution methodologies. Our research framework is anchored on three major problems in the airline scheduling, namely, fleet assignment, aircraft routing, and crew scheduling. General formulation, widely used solution approaches, and important extensions are presented for each problem and integrated problems. We conclude the review by identifying promising areas for further research.

关键词： airline planning     fleet assignment problem     aircraft routing problem     crew pairing problem     crew rostering problem     crew scheduling problem     integrated planning    

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Optimization of multi-objective integrated process planning and scheduling problem using a priority based

Muhammad Farhan AUSAF,Liang GAO,Xinyu LI

《机械工程前沿（英文）》 2015年 第10卷 第4期   页码 392-404 doi: 10.1007/s11465-015-0353-y

摘要：

For increasing the overall performance of modern manufacturing systems, effective integration of process planning and scheduling functions has been an important area of consideration among researchers. Owing to the complexity of handling process planning and scheduling simultaneously, most of the research work has been limited to solving the integrated process planning and scheduling (IPPS) problem for a single objective function. As there are many conflicting objectives when dealing with process planning and scheduling, real world problems cannot be fully captured considering only a single objective for optimization. Therefore considering multi-objective IPPS (MOIPPS) problem is inevitable. Unfortunately, only a handful of research papers are available on solving MOIPPS problem. In this paper, an optimization algorithm for solving MOIPPS problem is presented. The proposed algorithm uses a set of dispatching rules coupled with priority assignment to optimize the IPPS problem for various objectives like makespan, total machine load, total tardiness, etc. A fixed sized external archive coupled with a crowding distance mechanism is used to store and maintain the non-dominated solutions. To compare the results with other algorithms, a C-matric based method has been used. Instances from four recent papers have been solved to demonstrate the effectiveness of the proposed algorithm. The experimental results show that the proposed method is an efficient approach for solving the MOIPPS problem.

关键词： integrated process planning and scheduling (IPPS)     dispatching rules     priority based optimization algorithm     multi-objective optimization    

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An assemble-to-order production planning with the integration of order scheduling and mixed-model sequencing

Baoxi WANG, Zailin GUAN, Yarong CHEN, Xinyu SHAO, Ming JIN, Chaoyong ZHANG

《机械工程前沿（英文）》 2013年 第8卷 第2期   页码 137-145 doi: 10.1007/s11465-013-0251-0

摘要：

For assemble-to-order enterprises, both order scheduling and mixed-model sequencing need to be taken into consideration in the formulation of order-oriented assembly plan. First, determining production priority for the received orders, and then conducting assembly sequence to the mixed-model products in each order. Order scheduling is aimed to ensure order delivery with the optimization goal of minimal total overdue time, while product sequencing is aimed to minimize the makespan so as to meet the requirement on completion time of the order. In the end, the paper establishes a mixed integer programming model based on an industrial case, and makes programming calculation with Xpress-MP to accomplish an order-oriented assembly plan conforming to actual production.

关键词： mixed-model assembly line     assemble-to-order     order scheduling     sequencing    

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大规模车辆排队的调度与规划技术的进展与挑战 Review

Jing Hou, Guang Chen, Jin Huang, Yingjun Qiao, Lu Xiong, Fuxi Wen, Alois Knoll, Changjun Jiang

《工程（英文）》 2023年 第28卷 第9期   页码 26-48 doi: 10.1016/j.eng.2023.01.012

摘要：

Through vehicle-to-vehicle (V2V) communication, autonomizing a vehicle platoon can significantly reduce the distance between vehicles, thereby reducing air resistance and improving road traffic efficiency. The gradual maturation of platoon control technology is enabling vehicle platoons to achieve basic driving functions, thereby permitting large-scale vehicle platoon scheduling and planning, which is essential for industrialized platoon applications and generates significant economic benefits. Scheduling and planning are required in many aspects of vehicle platoon operation; here, we outline the advantages and challenges of a number of the most important applications, including platoon formation scheduling, lane-change planning, passing traffic light scheduling, and vehicle resource allocation. This paper's primary objective is to integrate current independent platoon scheduling and planning techniques into an integrated architecture to meet the demands of large-scale platoon applications. To this end, we first summarize the general techniques of vehicle platoon scheduling and planning, then list the primary scenarios for scheduling and planning technique application, and finally discuss current challenges and future development trends in platoon scheduling and planning. We hope that this paper can encourage related platoon researchers to conduct more systematic research and integrate multiple platoon scheduling and planning technologies and applications.

关键词： Autonomous vehicle platoon     Autonomous driving     Connected and automated vehicles     Scheduling and planning techniques    

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The origins of schedule management: the concepts used in planning, allocating, visualizing and managing

Lynda M. BOURNE, Patrick WEAVER

《工程管理前沿（英文）》 2018年 第5卷 第2期   页码 150-166 doi: 10.15302/J-FEM-2018012

摘要： Getting the in the at the has always been a major organizational challenge. In ancient times this process seems to have been accomplished based on the scheme of arrangements being contained in the leader’s mind and instructions communicated verbally. Modern approaches to solving the twin challenges of first thinking through the ‘plan’ and then communicating the plan to the people who need to do ‘ ’ use sophisticated graphics, charts, diagrams, and computations. This paper traces the development of the concepts most project managers take for granted including bar charts and critical path schedules from their origins (which are far earlier than most people think) through to the modern day. The first section of the paper looks at the development of concepts that allow the visualization of time and other data. The second looks at the shift from static representations to dynamic modeling through the emergence of computers, dynamic calculations and integrated data from the 1950s to the present time.

关键词： time management     scheduling     CPM     PERT     Gantt     Critical Path     bar chart    

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Perspectives in multilevel decision-making in the process industry

Braulio BRUNAUD, Ignacio E. GROSSMANN

《工程管理前沿（英文）》 2017年 第4卷 第3期   页码 256-270 doi: 10.15302/J-FEM-2017049

摘要： Decisions in supply chains are hierarchically organized. Strategic decisions involve the long-term planning of the structure of the supply chain network. Tactical decisions are mid-term plans to allocate the production and distribution of materials, while operational decisions are related to the daily planning of the execution of manufacturing operations. These planning processes are conducted independently with minimal exchange of information between them. Achieving a better coordination between these processes allows companies to capture benefits that are currently out of their reach and improve the communication among their functional areas. We propose a network representation for the multilevel decision structure and analyze the components that are involved in finding integrated solutions that maximize the sum of the benefits of all nodes of the decision network. Although such task is very challenging, significant research progress has been made in each component of this structure. An overview of strategic models, mid-term planning models, and scheduling models is presented to address the solution of each node in the decision network. Coordination mechanisms for converging the integrated solutions are also analyzed, including solving large-scale models, multiobjective optimization, bi-level programming, and decomposition. We conclude by summarizing the challenges that hinder the full integration of multilevel decision making in supply chain management.

关键词： supply chain optimization     enterprise-wide optimization     multilevel optimization     planning     scheduling    

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Planning projects with scarce resources: Yesterday, today and tomorrow’s research challenges

Mario VANHOUCKE

《工程管理前沿（英文）》 2018年 第5卷 第2期   页码 133-149 doi: 10.15302/J-FEM-2018088

摘要： This paper is an invited request to describe the main research challenges in the domain of resource-constrained project scheduling. The paper is split up in three parts. In today’s challenges, research endeavors that have received a significant, but still not enough, attention have been described. In tomorrow’s research challenges, some promising research avenues for future research have been given. Finally, in yesterday’s challenge, a research topic that started decades ago, is said to have still a huge potential in tomorrow’s research agenda. This paper does not intend to give a full literature overview, nor a summary of all possible research paths. Instead, it is inspired from the author’s experience in academic research and practical consultancy and it serves as a personal opinion on a non-exhaustive set of promising research avenues, rather than giving a full literature-based advice for future research directions.

关键词： project management     project scheduling     resource constraints     PERT/CPM     RCPSP    

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卫星互联网资源管控技术研究

王龙河,周一青,曹欢,刘子凡,陈岩,陈道进,石晶林

《中国工程科学》 2023年 第25卷 第6期   页码 27-38 doi: 10.15302/J-SSCAE-2023.06.004

摘要：

卫星互联网支持全球无缝覆盖，是地面通信系统的重要扩展和延伸、构建“空天地”一体化网络的关键环节、实现网络强国的重要基础信息设施；发展卫星互联网战略意义重大，相应的资源管控研究较为迫切。本文阐述了卫星互联网的基本概念及国际发展前沿、卫星互联网资源管控的基本要素与研究进展，辨识了以卫星互联网新环境、新模式为代表的卫星互联网资源管控发展挑战，形成了相应的应对策略。设计了卫星互联网资源管控技术路线，涵盖星地网络互联互通、星地异构资源融合、智能按需服务、智慧内生等主要阶段；论证提出了卫星互联网资源管控模式与架构，构建了包括高时空动态资源表征、多维资源时间连续确定性分析、多维时变能力池索引、智能决策规划在内的卫星网络资源管控关键技术体系。研究建议，重点关注资源异质异构、网络结构动态变化、服务需求差异化的网络特征，按照优化的技术路线循序渐进发展，突破卫星网络资源管控关键技术并融合人工智能技术，从而实现智能高效的卫星网络资源管控。

关键词： 卫星互联网；资源管控；空天地一体化网络；动态资源表征；智能规划决策    

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Lessons learned from developing and implementing refinery production scheduling technologies

Marcel JOLY, Mario Y. MIYAKE

《工程管理前沿（英文）》 2017年 第4卷 第3期   页码 325-337 doi: 10.15302/J-FEM-2017033

摘要： An increasing number of novel and highly specialized computer-aided decision-making technologies for short-term production scheduling in oil refineries has emerged and evolved over the past two decades, thereby encouraging refiners to permanently rethink the way the refining business is operated and managed. In this report, we discuss the key lessons learned from one of the pioneering, yet daring, enterprise-wide programs entirely implemented in an energy company devoted to developing and implementing an advanced refinery production scheduling (RPS) technology, i.e., the RPS system of Petrobras. Apart from mathematical and information technology issues, the long-term sustainability of a successful RPS project is, we argue, the outcome of a virtuous cycle grounded on permanent actions devoted to improving technical education inside the organization, reinspecting organizational cultures and operational paradigms, and developing working processes.

关键词： automation     decision making     oil refinery     optimization     production scheduling    

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A review of intelligent optimization for group scheduling problems in cellular manufacturing

《工程管理前沿（英文）》   页码 406-426 doi: 10.1007/s42524-022-0242-0

摘要： Given that group technology can reduce the changeover time of equipment, broaden the productivity, and enhance the flexibility of manufacturing, especially cellular manufacturing, group scheduling problems (GSPs) have elicited considerable attention in the academic and industry practical literature. There are two issues to be solved in GSPs: One is how to allocate groups into the production cells in view of major setup times between groups and the other is how to schedule jobs in each group. Although a number of studies on GSPs have been published, few integrated reviews have been conducted so far on considered problems with different constraints and their optimization methods. To this end, this study hopes to shorten the gap by reviewing the development of research and analyzing these problems. All literature is classified according to the number of objective functions, number of machines, and optimization algorithms. The classical mathematical models of single-machine, permutation, and distributed flowshop GSPs based on adjacent and position-based modeling methods, respectively, are also formulated. Last but not least, outlooks are given for outspread problems and problem algorithms for future research in the fields of group scheduling.

关键词： cellular manufacturing     group scheduling     flowshop     literature review    

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A carbon efficiency upgrading method for mechanical machining based on scheduling optimization strategy

Shuo ZHU, Hua ZHANG, Zhigang JIANG, Bernard HON

《机械工程前沿（英文）》 2020年 第15卷 第2期   页码 338-350 doi: 10.1007/s11465-019-0572-8

摘要： Low-carbon manufacturing (LCM) is increasingly being regarded as a new sustainable manufacturing model of carbon emission reduction in the manufacturing industry. In this paper, a two-stage low-carbon scheduling optimization method of job shop is presented as part of the efforts to implement LCM, which also aims to reduce the processing cost and improve the efficiency of a mechanical machining process. In the first stage, a task assignment optimization model is proposed to optimize carbon emissions without jeopardizing the processing efficiency and the profit of a machining process. Non-dominated sorting genetic algorithm II and technique for order preference by similarity to an ideal solution are then adopted to assign the most suitable batch task of different parts to each machine. In the second stage, a processing route optimization model is established to plan the processing sequence of different parts for each machine. Finally, niche genetic algorithm is utilized to minimize the makespan. A case study on the fabrication of four typical parts of a machine tool is demonstrated to validate the proposed method.

关键词： Low-carbon manufacturing     carbon efficiency     multi-objective optimization     two-stage scheduling     job shop    

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Refinery production scheduling toward Industry 4.0

Marcel JOLY, Darci ODLOAK, Mario Y. MIYAKE, Brenno C. MENEZES, Jeffrey D. KELLY

《工程管理前沿（英文）》 2018年 第5卷 第2期   页码 202-213 doi: 10.15302/J-FEM-2017024

摘要： Understanding the holistic relationship between refinery production scheduling (RPS) and the cyber-physical production environment with smart scheduling is a new question posed in the study of process systems engineering. Here, we discuss state-of-the-art RSPs in the crude-oil refining field and present examples that illustrate how smart scheduling can impact operations in the high-performing chemical process industry. We conclude that, more than any traditional off-the-shelf RPS solution available today, flexible and integrative specialized modeling platforms will be increasingly necessary to perform decentralized and collaborative optimizations, since they are the technological alternatives closer to the advanced manufacturing philosophy.

关键词： cyber-physical systems     optimization     petrochemical industry     scheduling     smart manufacturing    

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Energy-aware scheduling with reconstruction and frequency equalization on heterogeneous systems

Yong-xing LIU,Ken-li LI,Zhuo TANG,Ke-qin LI

《信息与电子工程前沿（英文）》 2015年 第16卷 第7期   页码 519-531 doi: 10.1631/FITEE.1400399

摘要： With the increasing energy consumption of computing systems and the growing advocacy for green computing, energy efficiency has become one of the critical challenges in high-performance heterogeneous computing systems. Energy consumption can be reduced by not only hardware design but also software design. In this paper, we propose an energy-aware scheduling algorithm with equalized frequency, called EASEF, for parallel applications on heterogeneous computing systems. The EASEF approach aims to minimize the finish time and overall energy consumption. First, EASEF extracts the set of paths from an application. Then, it reconstructs the application based on the extracted set of paths to achieve a reasonable schedule. Finally, it adopts a progressive way to equalize the frequency of tasks to reduce the total energy consumption of systems. Randomly generated applications and two real-world applications are examined in our experiments. Experimental results show that the EASEF algorithm outperforms two existing algorithms in terms of makespan and energy consumption.

关键词： Directed acyclic graph     Dynamic voltage scaling     Energy aware     Heterogeneous systems     Task scheduling    

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标题 作者 时间 类型 操作

Development and challenges of planning and scheduling for petroleum and petrochemical production

Fupei LI, Minglei YANG, Wenli DU, Xin DAI

期刊论文

Enterprise-wide optimization of integrated planning and scheduling for refinery-petrochemical complex

期刊论文

Airline planning and scheduling: Models and solution methodologies

Lei ZHOU, Zhe LIANG, Chun-An CHOU, Wanpracha Art CHAOVALITWONGSE

期刊论文

Optimization of multi-objective integrated process planning and scheduling problem using a priority based

Muhammad Farhan AUSAF,Liang GAO,Xinyu LI

期刊论文

An assemble-to-order production planning with the integration of order scheduling and mixed-model sequencing

Baoxi WANG, Zailin GUAN, Yarong CHEN, Xinyu SHAO, Ming JIN, Chaoyong ZHANG

期刊论文

大规模车辆排队的调度与规划技术的进展与挑战

Jing Hou, Guang Chen, Jin Huang, Yingjun Qiao, Lu Xiong, Fuxi Wen, Alois Knoll, Changjun Jiang

期刊论文

The origins of schedule management: the concepts used in planning, allocating, visualizing and managing

Lynda M. BOURNE, Patrick WEAVER

期刊论文

Perspectives in multilevel decision-making in the process industry

Braulio BRUNAUD, Ignacio E. GROSSMANN

期刊论文

Planning projects with scarce resources: Yesterday, today and tomorrow’s research challenges

Mario VANHOUCKE

期刊论文

卫星互联网资源管控技术研究

王龙河,周一青,曹欢,刘子凡,陈岩,陈道进,石晶林

期刊论文

Lessons learned from developing and implementing refinery production scheduling technologies

Marcel JOLY, Mario Y. MIYAKE

期刊论文

A review of intelligent optimization for group scheduling problems in cellular manufacturing

期刊论文

A carbon efficiency upgrading method for mechanical machining based on scheduling optimization strategy

Shuo ZHU, Hua ZHANG, Zhigang JIANG, Bernard HON

期刊论文

Refinery production scheduling toward Industry 4.0

Marcel JOLY, Darci ODLOAK, Mario Y. MIYAKE, Brenno C. MENEZES, Jeffrey D. KELLY

期刊论文

Energy-aware scheduling with reconstruction and frequency equalization on heterogeneous systems

Yong-xing LIU,Ken-li LI,Zhuo TANG,Ke-qin LI

期刊论文