考虑外包的生产重调度问题模型与优化方法研究

Rescheduling integrated optimization with an outsourcing option subject to an unanticipated disruption has practical background and actual needs in the daily operation management of manufacturing enterprises. However, this issue still has not drawn considerable academic attention to date. To accommodate this, this research project focuses on several Rescheduling and Outsourcing Integrated Optimization Problems (ROIOP) under various configuration types and outsourcing conditions in response to the common unexpected disruptions. In the specific course of the study, according to the nature of disruption and the objective conditions of outsourcing, mathematical programming model is formulated first for the concerned ROIOP in the pursuit of the tradeoff between the original scheduling objective, rescheduling stability and the total cost of outsourcing. Afterwards, with the proof of the computational difficulty, optimal properties and solution rules of the formulated model, effective ROIOP-specific optimization method is developed and implemented by the systematical hybridization of harmony search and variable neighborhood search techniques. Last but not the least, effectiveness, superiority and applicability of the developed hybrid optimization method are analyzed and validated by means of computation experiments, simulations and empirical investigations. The achievements of this project could enrich the theory and methodology of rescheduling optimization to some extent, and its application in industry is expected to further raise the scientific decision-making level of manufacturers in the joint operation practices of rescheduling and outsourcing selection after disruptions.

突发干扰影响下考虑外包的重调度联合优化问题在制造型企业的日常运作管理中具有现实背景和实际需求，但目前尚未引起足够的学术关注。为此，本项目致力于研究不同机器配置类型与外包运作条件下，响应常见突发干扰的生产重调度与外包联合优化问题(ROIOP)。在具体研究过程中，拟首先根据干扰属性与客观外包条件，通过在初始调度目标函数值、重调度稳定性与外包成本三者间进行折衷处理，对所关注的ROIOP构建数学规划模型；继而在证实所建模型的计算困难性、优化性质、求解规则的基础上，通过系统融合和声搜索与变邻域搜索技术设计并实现依赖ROIOP特征的有效优化方法；最后，借助计算实验、仿真与实证调研手段，分析、验证所开发混合优化方法的有效性、优越性与实用性。本项目的研究成果可在一定程度上拓展重调度优化理论与方法体系，其应用有望提升制造型企业在扰后重调度与外包选择集成运作实践中的科学决策水平。

本项目针对不同机器配置环境和外包条件下、响应新工件突然到达干扰的生产重调度/调度与外包联合优化问题开展建模与算法研究。具体地，首先根据假设条件、优化目标和其他约束条件界定问题对象，并构建出对应的数学规划模型；继而，分析、证实问题对象的计算复杂性、优化性质和占优规则；而后，通过充分结合问题特征与性质设计出优化机理各异的启发式算法，包括构造型启发式算法、以基于单点的元启发式技术为框架的混合算法和以群体智能优化技术为框架的混合算法；最后，在大量不同规模的测试算例上对设计的启发式算法进行计算实验及其结果分析，以验证该算法在求解质量、效率和鲁棒性上的有效性和优越性。本项目的研究工作拉近了生产重调度/调度与外包联合优化理论与实践之间的距离，其应用将有效提升人们在生产重调度/调度与外包选择联合决策活动中的处理能力。