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This course on Production Scheduling (IE 514) covers essential concepts in operations research, focusing on advanced scheduling models and algorithms utilized in manufacturing and logistics. Students will learn about various scheduling techniques such as project scheduling, job shop scheduling, and advanced planning. The course integrates theoretical knowledge with practical applications, including ERP and MRP systems, and emphasizes performance evaluation criteria like throughput and makespan. Assignments, projects, and exams will test students' understanding and application of the material.
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IE 514 Production Scheduling Introduction IE 514
Contact Information • Siggi Olafsson • 3018 Black Engineering • 294-8908 • olafsson@iastate.edu • http://www.public.iastate.edu/~olafsson • OH: MW 10:30-12:00 IE 514
Administration (Syllabus) • Text • Prerequisites • Assignments • Homework 35% • Project 40% • Final Exam 35% • Computing IE 514
What is Scheduling About? • Applied operations research • Models • Algorithms • Solution using computers • Implement algorithms • Draw on common databases • Integration with other systems IE 514
Application Areas • Procurement and production • Transportation and distribution • Information processing and communications IE 514
Manufacturing Scheduling • Short product life-cycles • Quick-response manufacturing • Manufacture-to-order • More complex operations must be scheduled in shorter amount of time with less room for errors! IE 514
Scope of Course • Levels of planning and scheduling • Long-range planning (several years), • middle-range planning (1-2 years), • short-range planning (few months), • scheduling (few weeks), and • reactive scheduling (now) • These functions are now often integrated IE 514
Scheduling Systems • Enterprise Resource Planning (ERP) • Common for larger businesses • Materials Requirement Planning (MRP) • Very common for manufacturing companies • Advanced Planning and Scheduling (APS) • Most recent trend • Considered “advanced feature” of ERP IE 514
Scheduling Problem • Allocate scarce resources to tasks • Combinatorial optimization problem Maximize profit Subject to constraints • Mathematical techniques and heuristics IE 514
Our Approach Scheduling Problem Problem Formulation Model Solve with Computer Algorithms Conclusions IE 514
Scheduling Models • Project scheduling • Job shop scheduling • Flexible assembly systems • Lot sizing and scheduling • Interval scheduling, reservation, timetabling • Workforce scheduling IE 514
General Solution Techniques • Mathematical programming • Linear, non-linear, and integer programming • Enumerative methods • Branch-and-bound • Beam search • Local search • Simulated annealing/genetic algorithms/tabu search/neural networks. IE 514
Scheduling System Design Order master file Shop floor data collection • Databases • Schedule generation • User interfaces Database Management Automatic Schedule Generator Performance Evaluation Schedule Editor Graphical Interface User IE 514
LEKIN • On disk with book • Generic job shop scheduling system • User friendly windows environment • C++ object oriented design • Can add own routines IE 514
Advanced Topics • Uncertainty, robustness, and reactive scheduling • Multiple objectives • Internet scheduling IE 514
Topic 1 Setting up the Scheduling Problem IE 514
Modeling • Three components to any model: • Decision variables • This is what we can change to affect the system, that is, the variables we can decide upon • Objective function • E.g, cost to be minimized, quality measure to be maximized • Constraints • Which values the decision variables can be set to IE 514
Decision “Variables” • Three basic types of solutions: • A sequence: a permutation of the jobs • A schedule: allocation of the jobs in a more complicated setting of the environment • A scheduling policy: determines the next job given the current state of the system IE 514
Model Characteristics • Multiple factors: • Number of machine and resources, • configuration and layout, • level of automation, etc. • Our terminology: Resource = machine (m) Entity requiring the resource = job (n) IE 514
Notation • Static data: • Processing time (pij) • Release date (rj) • Due date (dj) • Weight (wj) • Dynamic data: • Completion time (Cij) IE 514
Machine Configuration • Standard machine configurations: • Single machine models • Parallel machine models • Flow shop models • Job shop models • Real world always more complicated. IE 514
Constraints • Precedence constraints • Routing constraints • Material-handling constraints • Storage/waiting constraints • Machine eligibility • Tooling/resource constraints • Personnel scheduling constraints IE 514
Other Characteristics • Sequence dependent setup • Preemptions • preemptive resume • preemptive repeat • Make-to-stock versus make-to-order IE 514
Objectives and Performance Measures • Throughput (TP) and makespan (Cmax) • Due date related objectives • Work-in-process (WIP), lead time (response time), finished inventory • Others IE 514
Throughput and Makespan • Throughput • Defined by bottleneck machines • Makespan • Minimizing makespan tends to maximize throughput and balance load IE 514
Due Date Related Objectives • Lateness • Minimize maximum lateness (Lmax) • Tardiness • Minimize the weighted tardiness IE 514
Due Date Penalties Tardiness Lateness Late or Not In practice IE 514
WIP and Lead Time • Work-in-Process (WIP) inventory cost • Minimizing WIP also minimizes average lead time (throughput time) • Minimizing lead time tends to minimize the average number of jobs in system • Equivalently, we can minimize sum of the completion times: IE 514
Other Costs • Setup cost • Personnel cost • Robustness • Finished goods inventory cost IE 514
Topic 2 Solving Scheduling Problems IE 514
Classic Scheduling Theory • Look at a specific machine environment with a specific objective • Analyze to prove an optimal policy or to show that no simple optimal policy exists • Thousands of problems have been studied in detail with mathematical proofs! IE 514
Example: single machine • Lets say we have • Single machine (1), where • the total weighted completion time should be minimized (SwjCj) • We denote this problem as IE 514
Optimal Solution • Theorem: Weighted Shortest Processing time first - called the WSPT rule - is optimal for • Note: The SPT rule starts with the job that has the shortest processing time, moves on the job with the second shortest processing time, etc. IE 514
Proof (by contradiction) • Suppose it is not true and schedule S is optimal • Then there are two adjacent jobs, say job j followed by job k such that • Do a pairwise interchange to get schedule S ’ j k k j IE 514
Proof (continued) The weighted completion time of the two jobs under S is The weighted completion time of the two jobs under S ‘ is Now: Contradicting that S is optimal. IE 514
Complexity Theory • Classic scheduling theory draws heavily on complexity theory • The complexity of an algorithm is its running time in terms of the input parameters (e.g., number of jobs and number of machines) • Big-Oh notation, e.g., O(n2m) IE 514
Polynomial versus NP-Hard IE 514
Scheduling in Practice • Practical scheduling problems cannot be solved this easily! • Need: • Heuristic algorithms • Knowledge-based systems • Integration with other enterprise functions • However, classic scheduling results are useful as a building block IE 514
General Purpose Scheduling Procedures • Some scheduling problems are easy • Simple priority rules • Complexity: polynomial time • However, most scheduling problems are hard • Complexity: NP-hard, strongly NP-hard • Finding an optimal solution is infeasible in practice heuristic methods IE 514
Types of Heuristics • Simple Dispatching Rules • Composite Dispatching Rules • Branch and Bound • Beam Search • Simulated Annealing • Tabu Search • Genetic Algorithms Construction Methods Improvement Methods IE 514
Topic 3 Dispatching Rules IE 514
Dispatching Rules • Prioritize all waiting jobs • job attributes • machine attributes • current time • Whenever a machine becomes free: select the job with the highest priority • Static or dynamic IE 514
Release/Due Date Related • Earliest release date first (ERD) rule • variance in throughput times • Earliest due date first (EDD) rule • maximum lateness • Minimum slack first (MS) rule • maximum lateness Current Time Processing Time Deadline IE 514
Processing Time Related • Longest Processing Time first (LPT) rule • balance load on parallel machines • makespan • Shortest Processing Time first (SPT) rule • sum of completion times • WIP • Weighted Shortest Processing Time first (WSPT) rule IE 514
Processing Time Related • Critical Path (CP) rule • precedence constraints • makespan • Largest Number of Successors (LNS) rule • precedence constraints • makespan IE 514
Other Dispatching Rules • Service in Random Order (SIRO) rule • Shortest Setup Time first (SST) rule • makespan and throughput • Least Flexible Job first (LFJ) rule • makespan and throughput • Shortest Queue at the Next Operation (SQNO) rule • machine idleness IE 514
Discussion • Very simple to implement • Optimal for special cases • Only focus on one objective • Limited use in practice • Combine several dispatching rules Composite Dispatching Rules IE 514
Example Single Machine with Weighted Total Tardiness IE 514
Setup • Problem: • No efficient algorithm (NP-Hard) • Branch and bound can only solve very small problems (<30 jobs) • Are there any special cases we can solve? IE 514
Case 1: Tight Deadlines • Assume dj=0 • Then • We know that WSPT is optimal for this problem! IE 514